diff --git a/deploy-manage/upgrade/deployment-or-cluster/upgrade-on-ece.md b/deploy-manage/upgrade/deployment-or-cluster/upgrade-on-ece.md index d1e1805da0..17de43a24c 100644 --- a/deploy-manage/upgrade/deployment-or-cluster/upgrade-on-ece.md +++ b/deploy-manage/upgrade/deployment-or-cluster/upgrade-on-ece.md @@ -14,7 +14,7 @@ Once you're [prepared to upgrade](/deploy-manage/upgrade/prepare-to-upgrade.md), % Note: Add a link once confirmed where prepare to upgrade will reside in TOC. -1. Ensure your current ECE and Docker or Podman versions are [compatible](https://www.elastic.co/support/matrix/#elastic-cloud-enterprise) with the {{stack}} version you're upgrading to. For example, if you're upgrading to 9.0.0, the minimum required version is ECE 3.0. If you don’t have a compatible version installed, [upgrade your orchestrator](/deploy-manage/upgrade/orchestrator/upgrade-cloud-enterprise.md). +1. Ensure your current ECE and Docker or Podman versions are [compatible](https://www.elastic.co/support/matrix/#elastic-cloud-enterprise) with the {{stack}} version you're upgrading to. For example, if you're upgrading to 9.0.0, the minimum required version is ECE 4.0. If you don’t have a compatible version installed, [upgrade your orchestrator](/deploy-manage/upgrade/orchestrator/upgrade-cloud-enterprise.md). 2. Download the most recent [stack pack](/deploy-manage/deploy/cloud-enterprise/manage-elastic-stack-versions.md#ece_most_recent_elastic_stack_packs) for the version you’re upgrading to, then [add the stack pack](/deploy-manage/deploy/cloud-enterprise/manage-elastic-stack-versions.md#ece-manage-elastic-stack-add) to your installation using the Cloud UI. 3. If not configured already, [assign a snapshots repository](/deploy-manage/tools/snapshot-and-restore/cloud-enterprise.md) to your deployment to enable snapshots and back up your data. Although this is optional, we recommend this step. diff --git a/deploy-manage/upgrade/orchestrator.md b/deploy-manage/upgrade/orchestrator.md index d7bf9e63b7..249249647b 100644 --- a/deploy-manage/upgrade/orchestrator.md +++ b/deploy-manage/upgrade/orchestrator.md @@ -1,4 +1,5 @@ --- +navigation_title: "Upgrade your ECE or ECK orchestrator" applies_to: deployment: ece: diff --git a/deploy-manage/upgrade/plan-upgrade.md b/deploy-manage/upgrade/plan-upgrade.md index d57628bee7..86c9df0cba 100644 --- a/deploy-manage/upgrade/plan-upgrade.md +++ b/deploy-manage/upgrade/plan-upgrade.md @@ -1,6 +1,6 @@ # Plan your upgrade -There are a number of things you need to plan for before performing the actual upgrade, so create a test plan. Consider the following recommendations: +There are several things you need to plan for before performing the actual upgrade, so create a test plan. Consider the following recommendations: * Plan for an appropriate amount of time to complete the upgrade. Depending on your configuration and the size of your cluster, the process can take up to a few weeks or more to complete. * Consider opening a [support case](https://support.elastic.co/) with Elastic to alert our Elastic Support team of your system change. If you need additional assistance, [Elastic Consulting Services](https://www.elastic.co/consulting) provides the technical expertise and step-by-step approach for upgrading your Elastic deployment. @@ -18,7 +18,7 @@ If you’re running {{es}} in FIPS 140-2 mode, we recommend using [Bouncy Castl ## Conduct a component inventory -It is very important to map all the components that are being used on the {{stack}}. When you upgrade your deployment, you also may need to upgrade all the other components. You should record whether each component is used, and if it is, also record the current version. While not comprehensive, here’s a list of components you should check: +It is very important to map all the components that are being used on the {{stack}}. When you upgrade your deployment, you also may need to upgrade all the other components. You should record whether any users use each component, and if so, also record the current version. While not comprehensive, here’s a list of components you should check: * {{es}} * {{es}} Hadoop @@ -77,8 +77,6 @@ Self-managed infrastructure – either on-prem or on public cloud, includes: * {{ece}} (ECE) * {{eck}} (ECK) -For ECE and ECK, ensure the operator is running a version compatible with the {{stack}} version you’re upgrading to. If not, you need to upgrade that before you can upgrade your cluster. +For ECE and ECK, ensure the operator is running a version compatible with the {{stack}} version you’re upgrading to. If not, you need to upgrade that before [upgrading your cluster](/deploy-manage/upgrade/deployment-or-cluster.md). -If you’re running the {{stack}} on your own self-managed infrastructure, you must upgrade each component individually. - -% Refer to the diagram below for a visualization of the different deployment methods. \ No newline at end of file +If you’re running the {{stack}} on your own self-managed infrastructure, you must [upgrade each component individually](/deploy-manage/upgrade/deployment-or-cluster/self-managed.md). diff --git a/deploy-manage/upgrade/prepare-to-upgrade.md b/deploy-manage/upgrade/prepare-to-upgrade.md index 32ca095b1a..8b4bcb633c 100644 --- a/deploy-manage/upgrade/prepare-to-upgrade.md +++ b/deploy-manage/upgrade/prepare-to-upgrade.md @@ -19,11 +19,11 @@ Upgrading from a release candidate build, such as 9.0.0-rc1, is unsupported. Use To upgrade from 8.17.0 or earlier to 9.0.0, you must first upgrade to the latest 8.18 patch release. This allows you to use the [Upgrade Assistant](prepare-to-upgrade/upgrade-assistant.md) to identify and resolve issues, reindex indices created before 8.0.0, and perform a rolling upgrade. Upgrading to the latest 8.18 patch release is required even if you choose a full {{es}} cluster restart. If you're using 7.x and earlier, you may need to complete multiple upgrades or perform a full-cluster restart to reach the latest 8.18 patch release before upgrading to 9.0.0. -Alternatively, you can create a 9.0 deployment and reindex from remote. For more information, refer to [Reindex to upgrade](#reindex-to-upgrade). +Alternatively, you can create a 9.0.0 deployment and reindex from remote. For more information, refer to [Reindex to upgrade](#reindex-to-upgrade). :::{note} -For flexible upgrade scheduling, 8.18.0 {{beats}} and {{ls}} are compatible with 9.0.0 {{es}}. -By default, 8.x {{es}} clients are compatible with 9.0.0 and use [REST API compatibility](elasticsearch://reference/elasticsearch/rest-apis/compatibility.md) to maintain compatibility with the 9.0.0 {{es}} server. +For flexible upgrade scheduling, 8.18.0 {{beats}} and {{ls}} are compatible with 9.x {{es}}. +By default, 8.x {{es}} clients are compatible with 9.x and use [REST API compatibility](elasticsearch://reference/elasticsearch/rest-apis/compatibility.md) to maintain compatibility with the 9.x {{es}} server. ::: Review the following best practices to upgrade your deployments. @@ -42,14 +42,14 @@ Review the following best practices to upgrade your deployments. To successfully upgrade, resolve all critical issues. If you make additional changes, create a snapshot to back up your data. -1. To identify if your applications use unsupported features or behave differently in 9.0.0, review the deprecation logs in the Upgrade Assistant. +1. To identify if your applications use unsupported features or behave differently in 9.x, review the deprecation logs in the Upgrade Assistant. 4. Major version upgrades can include breaking changes that require additional steps to ensure your applications function as expected. Review the [breaking changes](../../release-notes/index.md) for each product you use to learn more about potential impacts on your application. Ensure you test with the new version before upgrading existing deployments. 1. Make the recommended changes to ensure your clients continue operating as expected after the upgrade. :::{note} - As a temporary solution, use the 8.x syntax to submit requests to 9.0.0 with REST API compatibility mode. While this allows you to submit requests using the old syntax, it doesn’t guarantee the same behavior. REST API compatibility should serve as a bridge during the upgrade, not a long-term solution. For more details on how to effectively use REST API compatibility during an upgrade, refer to [REST API compatibility](elasticsearch://reference/elasticsearch/rest-apis/compatibility.md). + As a temporary solution, use the 8.x syntax to submit requests to 9.x with REST API compatibility mode. While this allows you to submit requests using the old syntax, it doesn’t guarantee the same behavior. REST API compatibility should serve as a bridge during the upgrade, not a long-term solution. For more details on how to effectively use REST API compatibility during an upgrade, refer to [REST API compatibility](elasticsearch://reference/elasticsearch/rest-apis/compatibility.md). ::: 1. If you use {{es}} plugins, ensure each plugin is compatible with the {{es}} version you're upgrading. @@ -82,7 +82,7 @@ Review the following best practices to upgrade your deployments. 1. If you use a separate [monitoring cluster](/deploy-manage/monitor/stack-monitoring/elasticsearch-monitoring-self-managed.md), upgrade the monitoring cluster before the production cluster. The monitoring cluster and the clusters being monitored should be running the same version of the {{stack}}. Monitoring clusters cannot monitor production clusters running newer versions of the {{stack}}. If necessary, the monitoring cluster can monitor production clusters running the latest release of the previous major version. :::{note} - If you use {{ccs}}, 9.0.0 and later can search only remote clusters running the previous minor version, the same version, or a newer minor version in the same major version. For more information, refer to [{{ccs-cap}}](../../solutions/search/cross-cluster-search.md). + If you use {{ccs}}, versions 9.0.0 and later can search only remote clusters running the previous minor version, the same version, or a newer minor version in the same major version. For more information, refer to [{{ccs-cap}}](../../solutions/search/cross-cluster-search.md). If you use {{ccr}}, a cluster that contains follower indices must run the same or newer (compatible) version as the remote cluster. For more information and to view the version compatibility matrix, refer to [{{ccr-cap}}](/deploy-manage/tools/cross-cluster-replication.md). To view your remote clusters in {{kib}}, go to **Stack Management > Remote Clusters**. @@ -91,9 +91,9 @@ Review the following best practices to upgrade your deployments. 1. To reduce overhead on the cluster during the upgrade, close {{ml}} jobs. Although {{ml}} jobs can run during a rolling upgrade, doing so increases the cluster workload. -1. If you have `.ml-anomalies-*`anomaly detection result indices created in {{es}} 7.x, reindex them, mark them as read-only, or delete them before you upgrade to 9.0.0. For more information, refer to [Migrate anomaly detection results](#anomaly-migration). +1. If you have `.ml-anomalies-*`anomaly detection result indices created in {{es}} 7.x, reindex them, mark them as read-only, or delete them before you upgrade to 9.x. For more information, refer to [Migrate anomaly detection results](#anomaly-migration). -1. If you have transform destination indices created in {{es}} 7.x, reset, reindex, or delete them before you upgrade to 9.0.0. For more information, refer to [Migrate transform destination indices](#transform-migration). +1. If you have transform destination indices created in {{es}} 7.x, reset, reindex, or delete them before you upgrade to 9.x. For more information, refer to [Migrate transform destination indices](#transform-migration). ## Reindex to upgrade [reindex-to-upgrade]