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Update Breaking Changes to provide extra details (#6100)
This adds extra details to the Breaking Changes document so that users can hopefully better understand what is necessary to change in order to get around breaking changes.
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docs/static/breaking-changes.asciidoc
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[[breaking-changes]]
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== Breaking changes
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This section discusses the changes that you need to be aware of when migrating your application to Logstash {version}.
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This section discusses the changes that you need to be aware of when migrating your application to Logstash 5.0 from the previous major release of Logstash (2.x).
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[float]
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=== Changes in Logstash Core
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* Logstash 5.0.0 requires Java 8
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These changes can impact any instance of Logstash and are plugin agnostic, but only if you are using the features that are impacted.
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Application Settings::
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* **Application Settings:** Introduced a new way to configure application settings for Logstash through a settings.yml file. This file
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is typically located in `LS_HOME/config`, or `/etc/logstash` when installed via packages. +
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[IMPORTANT]
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Logstash will not be able to start without this file, so please make sure to
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pass in `--path.settings /etc/logstash` if you are starting Logstash manually
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Logstash 5.0 introduces a new way to <<logstash-settings-file, configure application settings>> for Logstash through a
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`settings.yml` file.
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This file is typically located in `${LS_HOME}/config`, or `/etc/logstash` when installed via packages. Logstash will not be
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able to start without this file, so please make sure to pass in `--path.settings` if you are starting Logstash manually
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after installing it via a package (RPM, DEB).
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* **Release Packages:** When Logstash is installed via DEB, RPM packages, it uses `/usr/share/logstash` and `/var/lib/logstash` to install binaries.
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Previously it used to install in `/opt/logstash` directory. This change was done to make the user experience
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consistent with other Elastic products. Full directory layout is described in <<dir-layout>>. The source of release packages
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has changed from `packages.elastic.co` to `artifacts.elastic.co`. For example, 5.x and all the patch releases in this series
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will available at `https://artifacts.elastic.co/packages/5.x/apt`
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[source,bash]
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----------------------------------
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bin/logstash --path.settings /path/to/settings.yml
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----------------------------------
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* **Default Logging Level:** Changed the default log severity level to INFO instead of WARN to match Elasticsearch. Existing logs
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(in core and plugins) were too noisy at INFO level, so we had to audit log messages and switch some of them to DEBUG
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level.
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Release Packages::
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* **Command Line Interface:** Most of the long form <<command-line-flags,options>> have been renamed
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to adhere to the yml dot notation to be used in the settings file. Short form options have not been changed.
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When Logstash 5.0 is installed via DEB or RPM packages, it now uses `/usr/share/logstash` and `/var/lib/logstash` to
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install binaries. Previously it used to install in `/opt/logstash` directory. This change was done to make the user experience consistent with other products in the Elastic Stack.
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* **Plugin Manager Renamed:** `bin/plugin` has been renamed to `bin/logstash-plugin`. This change was to mainly prevent `PATH` being polluted when
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other components of the Elastic stack are installed on the same instance. Also, this provides a foundation
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[cols="3", options="header"]
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|===
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| |DEB |RPM
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|Logstash 2.x
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|`/opt/logstash`
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|`/opt/logstash`
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|Logstash 5.0
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|`/user/share/logstash`
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|`/var/lib/logstash`
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|===
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A complete directory layout is described in <<dir-layout>>. This will likely impact any scripts that you may have written
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to support installing or manipulating Logstash, such as via Puppet.
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Default Logging Level::
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The default log severity level changed to `INFO` instead of `WARN` to match Elasticsearch. Existing logs
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(in core and plugins) were too noisy at the `INFO` level, so we auditted our log messages and switched some of them to
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`DEBUG` level.
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You can use the new `settings.yml` file to configure the `log.level` setting or continue to pass the new
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`--log.level` command line flag.
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[source,bash]
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----------------------------------
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bin/logstash --log.level warn
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----------------------------------
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Plugin Manager Renamed::
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`bin/plugin` has been renamed to `bin/logstash-plugin`. This occurred in Logstash 2.3 and it was mainly prevent `PATH` being
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polluted when other components of the Elastic Stack are installed on the same machine. Also, this provides a foundation
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for future change which will allow Elastic Stack packs to be installed via this script.
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* The Logstash All Plugins download option has been removed. For users previously using this option as a convenience for
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Logstash 5.0 also adds a `remove` option, which is an alias for the now-deprecated `uninstall` option.
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As with earlier releases, the updated script allows both online and offline plugin installation. For example, to install a
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plugin named “my-plugin”, it’s as simple as running:
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[source,bash]
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----------------------------------
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bin/logstash-plugin install my-plugin
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----------------------------------
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Similar to the package changes, this is likely to impact and scripts that have been written to follow Logstash
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installations.
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Like earlier releases of Logstash, most plugins are bundled directly with Logstash, so no additional action is required
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while upgrading from earlier Logstash releases. However, if you are attempting to install a non-bundled plugin, then make
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sure that it supports Logstash 5.0 before upgrading!
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Logstash with All Plugins Download::
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The Logstash All Plugins download option has been removed. For users previously using this option as a convenience for
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offline plugin management purposes (air-gapped environments), please see the <<offline-plugins>> documentation page.
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* There are 17 plugins removed from 5.0 default bundle. These plugins can still be installed manually for use.
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** logstash-codec-oldlogstashjson
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** logstash-filter-anonymize
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** logstash-filter-checksum
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** logstash-filter-multiline
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** logstash-input-eventlog
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** logstash-input-log4j
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** logstash-input-zeromq
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** logstash-output-email
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** logstash-output-exec
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** logstash-output-ganglia
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** logstash-output-gelf
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** logstash-output-hipchat
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** logstash-output-juggernaut
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** logstash-output-lumberjack
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** logstash-output-nagios_nsca
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** logstash-output-opentsdb
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** logstash-output-zeromq
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There were 17 plugins removed from 5.0 default bundle. These plugins can still be installed manually for use:
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* logstash-codec-oldlogstashjson
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* logstash-input-eventlog
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* logstash-input-log4j
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* logstash-input-zeromq
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* logstash-filter-anonymize
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* logstash-filter-checksum
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* logstash-filter-multiline
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* logstash-output-email
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* logstash-output-exec
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* logstash-output-ganglia
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* logstash-output-gelf
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* logstash-output-hipchat
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* logstash-output-juggernaut
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* logstash-output-lumberjack
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* logstash-output-nagios_nsca
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* logstash-output-opentsdb
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* logstash-output-zeromq
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Command Line Interface::
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Some CLI Options changed in Logstash 5.0. If you were using the “long form” of the <<command-line-flags,options>>,
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then this will impact the way that you launch Logstash. They were changed to match the `settings.yml` format used to
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simplify future setup, as well as behave in the same way as other products in the Elastic Stack. For example, here’s two
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before-and-after examples. In Logstash 2.x, you may have run something:
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[source,bash]
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----------------------------------
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bin/logstash --config my.conf --pipeline-workers 8 <1>
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bin/logstash -f my.conf -w 8 <2>
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----------------------------------
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1. Long form options `config` and `pipeline-workers` are used here.
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2. Short form options `f` and `w` (aliases for the former` are used here.
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But, in Logstash 5.0, this becomes:
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[source,bash]
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----------------------------------
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bin/logstash --path.config my.conf --pipeline.workers 8 <1>
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bin/logstash -f my.conf -w 8 <2>
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----------------------------------
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1. Long form options are changed to reflect the new options.
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2. Short form options are unchanged.
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NOTE: None of the short form options have changed!
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[float]
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=== Breaking Changes in Plugins
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* **Elasticsearch Output Index Template:** The index template for 5.0 has been changed to reflect {ref}breaking_50_mapping_changes.html[Elasticsearch's mapping changes]. Most
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Elasticsearch Output Index Template::
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The index template for Elasticsearch 5.0 has been changed to reflect
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https://www.elastic.co/guide/en/elasticsearch/reference/5.0/breaking_50_mapping_changes.html[Elasticsearch's mapping changes]. Most
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importantly, the subfield for string multi-fields has changed from `.raw` to `.keyword` to match Elasticsearch's default
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behavior. The impact of this change to various user groups is detailed below:
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** New Logstash 5.0 and Elasticsearch 5.0 users - subfields use `.keyword` from the outset. In Kibana, you can use
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`field.keyword` to perform aggregations.
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** Existing users with custom templates - most of you won't be impacted because you use a custom template.
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** Existing users with default template - Logstash does not force you to upgrade templates if one already exists. If you
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intend to move to the new template and want to use `.keyword`, you'll have to reindex existing data. Elasticsearch's
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{ref}docs-reindex.html[reindexing API] can help move your data from using `.raw` subfields to `.keyword`.
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** New Logstash 5.0 and Elasticsearch 5.0 users: Multi-fields (often called sub-fields) use `.keyword` from the
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outset. In Kibana, you can use `my_field.keyword` to perform aggregations against text-based fields, in the same way that it
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used to be `my_field.raw`.
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** Existing users with custom templates: Using a custom template means that you control the template completely, and our
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template changes do not impact you.
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** Existing users with default template: Logstash does not force you to upgrade templates if one already exists. If you
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intend to move to the new template and want to use `.keyword`, you will most likely want to reindex existing data so that it
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also uses the `.keyword` field, unless you are able to transition from `.raw` to `.keyword`. Elasticsearch's
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{ref}docs-reindex.html[reindexing API] can help move your data from using `.raw` subfields to `.keyword`, thereby avoiding any
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transition time. You _can_ use a custom template to get both `.raw` and `.keyword` so that you can wait until all `.raw` data
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has stopped existing before transitioning to only using `.keyword`; this will waste some storage space and memory, but it does
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help users to avoid having to relearn operations.
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Plugin Versions::
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* **Kafka Input/Output Configuration Changes:** This release added support for the new 0.10 consumer/producer API which supports security features introduced by Kafka.
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A few Configuration options were renamed to make it consistent with Kafka consumer and producer settings.
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Also, this plugin version will not work with Kafka 0.8 broker.
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Logstash is unique amongst the Elastic Stack with respect to its plugins. Unlike Elasticsearch and Kibana, which both
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require plugins to be targeted to a specific release, Logstash’s plugin ecosystem provides more flexibility so that it can
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support outside ecosystems _within the same release_. Unfortunately,
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that flexibility can cause issues when handling upgrades.
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Please see the following specific plugin documentation for new configuration options:
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Non-standard plugins must always be checked for compatibility, but some bundled plugins are upgraded in order to remain
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compatible with the tools or frameworks that they use for communication. For example, the
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<<plugins-inputs-kafka, Kafka Input>> and <<plugins-outputs-kafka, Kafka Output>> plugins serve as a primary example of
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such compatibilty changes. The latest version of the Kafka plugins is only compatible with Kafka 0.10, but as the
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compatibility matrices show: earlier plugin versions are required for earlier versions of Kafka (e.g., Kafka 0.9).
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* <<plugins-inputs-kafka, Kafka Input>>
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* <<plugins-outputs-kafka, Kafka Output>>
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Automatic upgrades generally lead to improved features and support, but network layer changes like those above may make part
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of your architecture incompatible. You should always test your Logstash configurations in a test environment before
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deploying to production, which would catch these kinds of issues. If you do face such an issue, then you should also check
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the specific plugin’s page to see how to get a compatible, older plugin version if necessary.
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* **File Input:** SinceDB file is now saved in `<path.data>/plugins/inputs/file` location, not user's home. If you have manually specified `sincedb_path`
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configuration, this change will not affect you. If you are moving from 2.x to 5.x, and would like to use the existing SinceDB file, it
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has to be copied over to `path.data` manually to use the save state.
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For example, if you upgrade to Logstash 5.0, but you want to run against Kafka 0.9, then you need to remove the
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bundled plugin(s) that only work with Kafka 0.10 and replace them:
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[source,bash]
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----------------------------------
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bin/logstash-plugin remove logstash-input-kafka
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bin/logstash-plugin remove logstash-output-kafka
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bin/logstash-plugin install --version 4.0.0 logstash-input-kafka
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bin/logstash-plugin install --version 4.0.1 logstash-output-kafka
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----------------------------------
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The version numbers were found by checking the compatibility matrix for the individual plugins.
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File Input::
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The <<plugins-inputs-file, File Input>> `SinceDB` file is now saved at `<path.data>/plugins/inputs/file` location,
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where `path.data` is the path defined in the new `settings.yml` file.
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[cols="2", options="header"]
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|===
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| |Default `sincedb_path`
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|Logstash 2.x
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|`$HOME/.sincedb*`
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|Logstash 5.0
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|`<path.data>/plugins/inputs/file`
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|===
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If you have manually specified `sincedb_path` as part of the configuration, this change will not affect you.
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If you are moving from Logstash 2.x to Logstash 5.0, and you would like to use the existing SinceDB file,
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then it must be copied over to `path.data` manually to use the save state (or the path needs to be changed to point to it).
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[float]
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=== Ruby Filter and Custom Plugin Developers
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With the migration to the new <<event-api>>, we have changed how you can access internal data compared to previous release.
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The Event object no longer returns a reference to the data. Instead, it returns a copy. This might change how you do manipulation of
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your data, especially when working with nested hashes. When working with nested hashes, it’s recommended that you
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use the `fieldref` syntax instead of using multiple brackets. Also note that we have introduced new Getter/Setter APIs
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for accessing information in the Event object. Refer <<event-api>> for details.
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With the migration to the new <<event-api>>, we have changed how you can access internal data compared to previous release.
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The `event` object no longer returns a reference to the data. Instead, it returns a copy. This might change how you perform
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manipulation of your data, especially when working with nested hashes. When working with nested hashes, it’s recommended that
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you use the <<logstash-config-field-references, `field reference` syntax>> instead of using multiple square brackets.
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As part of this change, Logstash has introduced new Getter/Setter APIs for accessing information in the `event` object.
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**Examples:**
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[source, js]
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----------------------------------
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filter {
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ruby {
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codec => "event.set('[product][price]', 10)"
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}
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}
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----------------------------------
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Instead of:
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Prior to Logstash 5.0, you may have used Ruby filters like so:
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[source, js]
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----------------------------------
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filter {
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ruby {
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codec => "event['product']['price'] = 10"
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codec => "event['name'] = 'Logstash'"
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}
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ruby {
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codec => "event['product']['version'] = event['major'] + '.' + event['minor']"
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}
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}
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----------------------------------
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The above syntax is not supported, and will produce an error at run-time.
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The above syntax, which uses the `event` object as a reference, is no longer supported in
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Logstash 5.0. Fortunately, the change to make it work is very simple:
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[source, js]
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----------------------------------
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filter {
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ruby {
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codec => "event.set('name', 'Logstash')"
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}
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ruby {
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codec => "event.set('[product][version]', event.get('major') + '.' + event.get('minor'))"
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}
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}
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----------------------------------
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NOTE: Moving from the old syntax to the new syntax, it can be easy to miss that `['product']['version']` became
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`'[product][version]'`. The quotes moved from inside of the square brackets to outside of the square brackets!
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The <<event-api>> documentation describes the available syntax in great detail.
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|
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35
docs/static/upgrading.asciidoc
vendored
35
docs/static/upgrading.asciidoc
vendored
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@ -9,6 +9,41 @@ Before upgrading Logstash:
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* Test upgrades in a development environment before upgrading your production cluster.
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===========================================
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[float]
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=== When to Upgrade
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Fresh installations can and should start with the same version across the Elastic Stack.
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Elasticsearch 5.0 does not require Logstash 5.0. An Elasticsearch 5.0 cluster will happily receive data from a
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Logstash 2.x instance via the default HTTP communication layer. This provides some flexibility to decide when to upgrade
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Logstash relative to an Elasticsearch upgrade. It may or may not be convenient for you to upgrade them together, and it
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is
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not required to be done at the same time as long as Elasticsearch is upgraded first.
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You should upgrade in a timely manner to get the performance improvements that come with Logstash 5.0, but do so in
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the way that makes the most sense for your environment.
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[float]
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=== When Not to Upgrade
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If any Logstash plugin that you require is not compatible with Logstash 5.0, then you should wait until it is ready
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before upgrading.
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////
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BEFORE 5.0 is released, we need to add the link to the Elastic Stack upgrade page.
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////
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Although we make great efforts to ensure compatibility, Logstash 5.0 is not completely backwards compatible. As noted
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in the Elastic Stack upgrade guide, Logstash 5.0 should not be upgraded before Elasticsearch 5.0. This is both
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practical and because some Logstash 5.0 plugins may attempt to use features of Elasticsearch 5.0 that did not exist
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in earlier versions. For example, if you attempt to send the 5.x template to a cluster before Elasticsearch 5.0, then it
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will not be able to use it and all indexing will fail likely fail. If you use your own, custom template with Logstash, t
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hen
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this issue can be ignored.
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Note the Elasticsearch Output Index Template change in the <<breaking-changes>> documentation for further insight into
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this change and how it impacts operations.
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=== Upgrading Using Package Managers
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This procedure uses <<package-repositories,package managers>> to upgrade Logstash.
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