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(Doc+) Delineate Bootstrapping Data Stream from Alias (#107976) (#110068)
* (Doc+) Delineate Bootstrapping Data Stream from Alias 👋 howdy, team! This is follow-up to [elasticsearch#107327](#107327). I realized my mistake was that we had duplicate sentences in different sections so I edited the wrong area. However, it seemed like a good opportunity to consider clarifying the page better by fixing header links so that the sub-sections reflect as sub-headers instead of all being equal. Thoughts? * Apply suggestions from code review Co-authored-by: shainaraskas <[email protected]> --------- Co-authored-by: shainaraskas <[email protected]> (cherry picked from commit a3f3f59) Co-authored-by: Stef Nestor <[email protected]>
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docs/reference/ilm/ilm-tutorial.asciidoc

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When you continuously index timestamped documents into {es},
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you typically use a <<data-streams, data stream>> so you can periodically roll over to a
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you typically use a <<data-streams,data stream>> so you can periodically <<index-rollover,roll over>> to a
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new index.
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This enables you to implement a hot-warm-cold architecture to meet your performance
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This enables you to implement a <<data-tiers,hot-warm-cold architecture>> to meet your performance
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requirements for your newest data, control costs over time, enforce retention policies,
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and still get the most out of your data.
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TIP: Data streams are best suited for
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TIP: <<data-streams,Data streams>> are best suited for
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<<data-streams-append-only,append-only>> use cases. If you need to update or delete existing time
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series data, you can perform update or delete operations directly on the data stream backing index.
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If you frequently send multiple documents using the same `_id` expecting last-write-wins, you may
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want to use an index alias with a write index instead. You can still use ILM to manage and rollover
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want to use an index alias with a write index instead. You can still use <<index-lifecycle-management,ILM>> to manage and <<index-rollover,roll over>>
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the alias's indices. Skip to <<manage-time-series-data-without-data-streams>>.
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[discrete]
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[[manage-time-series-data-with-data-streams]]
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=== Manage time series data with data streams
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To automate rollover and management of a data stream with {ilm-init}, you:
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. <<ilm-gs-create-policy, Create a lifecycle policy>> that defines the appropriate
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phases and actions.
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. <<ilm-gs-apply-policy, Create an index template>> to create the data stream and
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<<ilm-index-lifecycle,phases>> and <<ilm-actions,actions>>.
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. <<ilm-gs-apply-policy, Create an index template>> to <<ilm-gs-create-the-data-stream,create the data stream>> and
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apply the ILM policy and the indices settings and mappings configurations for the backing
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indices.
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. <<ilm-gs-check-progress, Verify indices are moving through the lifecycle phases>>
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as expected.
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For an introduction to rolling indices, see <<index-rollover>>.
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IMPORTANT: When you enable {ilm} for {beats} or the {ls} {es} output plugin,
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lifecycle policies are set up automatically.
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You do not need to take any other actions.
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[discrete]
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[[ilm-gs-create-policy]]
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=== Create a lifecycle policy
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==== Create a lifecycle policy
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A lifecycle policy specifies the phases in the index lifecycle
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and the actions to perform in each phase. A lifecycle can have up to five phases:
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[discrete]
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[[ilm-gs-apply-policy]]
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=== Create an index template to create the data stream and apply the lifecycle policy
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==== Create an index template to create the data stream and apply the lifecycle policy
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To set up a data stream, first create an index template to specify the lifecycle policy. Because
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the template is for a data stream, it must also include a `data_stream` definition.
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[discrete]
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[[ilm-gs-create-the-data-stream]]
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=== Create the data stream
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==== Create the data stream
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To get things started, index a document into the name or wildcard pattern defined
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in the `index_patterns` of the <<index-templates,index template>>. As long
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This process repeats each time a rollover condition is met.
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You can search across all of the data stream's backing indices, managed by the `timeseries_policy`,
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with the `timeseries` data stream name.
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You will point ingest towards the alias which will route write operations to its current write index. Read operations will be handled by all
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backing indices.
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Write operations should be sent to the data stream name, which will route them to its current write index.
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Read operations against the data stream will be handled by all its backing indices.
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[discrete]
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[[ilm-gs-check-progress]]
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=== Check lifecycle progress
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==== Check lifecycle progress
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To get status information for managed indices, you use the {ilm-init} explain API.
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This lets you find out things like:
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[discrete]
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[[ilm-gs-alias-apply-policy]]
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=== Create an index template to apply the lifecycle policy
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==== Create an index template to apply the lifecycle policy
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To automatically apply a lifecycle policy to the new write index on rollover,
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specify the policy in the index template used to create new indices.
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[discrete]
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[[ilm-gs-alias-bootstrap]]
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=== Bootstrap the initial time series index with a write index alias
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==== Bootstrap the initial time series index with a write index alias
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To get things started, you need to bootstrap an initial index and
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designate it as the write index for the rollover alias specified in your index template.
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This process repeats each time rollover conditions are met.
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You can search across all of the indices managed by the `timeseries_policy` with the `timeseries` alias.
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Write operations are routed to the current write index.
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Write operations should be sent towards the alias, which will route them to its current write index.
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[discrete]
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[[ilm-gs-alias-check-progress]]
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=== Check lifecycle progress
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==== Check lifecycle progress
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Retrieving the status information for managed indices is very similar to the data stream case.
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See the data stream <<ilm-gs-check-progress, check progress section>> for more information.

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