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This repository was archived by the owner on Aug 16, 2022. It is now read-only.
Copy file name to clipboardExpand all lines: docs/elasticsearch/snapshot-restore.md
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If you're using the Docker installation, see [Run with custom plugins](../../install/docker/#run-with-custom-plugins). Your `Dockerfile` should look something like this:
Copy file name to clipboardExpand all lines: docs/im/api.md
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---
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layout: default
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title: ISM API
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parent: Index State Management
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title: IM API
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parent: Index Management
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nav_order: 5
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---
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# ISM API
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# IM API
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Use the index state management operations to programmatically work with policies and managed indices.
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Use the index management operations to programmatically work with policies and managed indices.
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---
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## Update policy
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Updates a policy. Use the `seq_no` and `primary_term` parameters to update an existing policy. If these numbers don't match the existing policy or the policy doesn't exist, ISM throws an error.
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Updates a policy. Use the `seq_no` and `primary_term` parameters to update an existing policy. If these numbers don't match the existing policy or the policy doesn't exist, IM throws an error.
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## Retry failed index
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Retries the failed action for an index. For the retry call to succeed, ISM must manage the index, and the index must be in a failed state. You can use index patterns (`*`) to retry multiple failed indices.
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Retries the failed action for an index. For the retry call to succeed, IM must manage the index, and the index must be in a failed state. You can use index patterns (`*`) to retry multiple failed indices.
If you analyze time-series data, you likely prioritize new data over old data. You might periodically perform certain operations on older indices, such as reducing replica count or deleting them.
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Index State Management (ISM) is a plugin that lets you automate these periodic, administrative operations by triggering them based on changes in the index age, index size, or number of documents. Using the ISM plugin, you can define *policies* that automatically handle index rollovers or deletions to fit your use case.
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Index Management (IM) is a plugin that lets you automate these periodic, administrative operations by triggering them based on changes in the index age, index size, or number of documents. Using the IM plugin, you can define *policies* that automatically handle index rollovers or deletions to fit your use case.
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For example, you can define a policy that moves your index into a `read_only` state after 30 days and then deletes it after a set period of 90 days. You can also set up the policy to send you a notification message when the index is deleted.
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You might want to perform an index rollover after a certain amount of time or run a `force_merge` operation on an index during off-peak hours to improve search performance during peak hours.
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## Get started with ISM
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## Get started with IM
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To get started, choose **Index Management** in Kibana.
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### Step 1: Set up policies
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A policy is a set of rules that describes how an index should be managed. For information about creating a policy, see [Policies](../ism/policies/).
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A policy is a set of rules that describes how an index should be managed. For information about creating a policy, see [Policies](../im/policies/).
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1. Choose the **Index Policies** tab.
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2. Choose **Create policy**.
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4. From the **Policy ID** menu, choose the policy that you created.
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You can see a preview of your policy.
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5. If your policy includes a rollover operation, specify a rollover alias.
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Make sure that the alias that you enter already exists. For more information about the rollover operation, see [rollover](../ism/policies/#rollover).
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Make sure that the alias that you enter already exists. For more information about the rollover operation, see [rollover](../im/policies/#rollover).
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6. Choose **Apply**.
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After you attach a policy to an index, a job is created that executes every 5 minutes by default to perform the actions set in the policy and check the conditions to transition the index into different states. To change the default time interval for this job, see [Settings](../ism/settings/).
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After you attach a policy to an index, a job is created that executes every 5 minutes by default to perform the actions set in the policy and check the conditions to transition the index into different states. To change the default time interval for this job, see [Settings](../im/settings/).
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If you want to use an Elasticsearch operation to create an index with a policy already attached to it, see [create index](../ism/api//#create-index).
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If you want to use an Elasticsearch operation to create an index with a policy already attached to it, see [add policy at index creation](../im/api/#add-policy-at-index-creation).
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### Step 3: Manage indices
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1. Choose **Managed Indices**.
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2. To change your policy, see [Change Policy](../ism/managedindices#changepolicy).
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2. To change your policy, see [Change Policy](../im/managedindices#changepolicy).
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3. To attach a rollover alias to your index, select your policy and choose **Add rollover alias**.
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Make sure that the alias that you enter already exists. For more information about the rollover operation, see [rollover](../ism/policies/#rollover).
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Make sure that the alias that you enter already exists. For more information about the rollover operation, see [rollover](../im/policies/#rollover).
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4. To remove a policy, choose your policy, and then choose **Remove policy**.
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5. To retry a policy, choose your policy, and then choose **Retry policy**.
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For information about managing your policies, see [Managed Indices](../ism/managedindices/).
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For information about managing your policies, see [Managed Indices](../im/managedindices/).
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To use the ISM plugin, you need to have the correct admin privileges as set in the security plugin.
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To use the IM plugin, you need to have the correct admin privileges as set in the security plugin.
Copy file name to clipboardExpand all lines: docs/im/managedindices.md
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layout: default
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title: Managed Indices
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nav_order: 3
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parent: Index State Management
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parent: Index Management
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has_children: false
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## Change policy
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You can change any managed index policy, but ISM has a few constraints in place to make sure that policy changes don't break indices.
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You can change any managed index policy, but IM has a few constraints in place to make sure that policy changes don't break indices.
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If an index is stuck in its current state, never proceeding, and you want to update its policy immediately, make sure that the new policy includes the same state---same name, same actions, same order---as the old policy. In this case, even if the policy is in the middle of executing an action, ISM applies the new policy.
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If an index is stuck in its current state, never proceeding, and you want to update its policy immediately, make sure that the new policy includes the same state---same name, same actions, same order---as the old policy. In this case, even if the policy is in the middle of executing an action, IM applies the new policy.
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If you update the policy without including an identical state, ISM updates the policy only after all actions in the current state finish executing. Alternately, you can choose a specific state in your old policy after which you want the new policy to take effect.
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If you update the policy without including an identical state, IM updates the policy only after all actions in the current state finish executing. Alternately, you can choose a specific state in your old policy after which you want the new policy to take effect.
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To change a policy using Kibana, do the following:
Copy file name to clipboardExpand all lines: docs/im/settings.md
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layout: default
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title: Settings
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parent: Index Management
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---
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# Settings
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We recommend that you don't change the settings. The default settings should work well for most use cases.
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We don't recommend changing these settings; the defaults should work well for most use cases.
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Index Management (IM) stores its configuration in the `.opendistro-ism-config` index. Don't modify this index without using the [IM API operations](../api/).
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IM stores its configuration in the `.opendistro-ism-config` index. Don't modify this index without using the [IM API operations](../api/).
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All settings are available using the Elasticsearch `_cluster/settings` operation. None require a restart, and all can be marked `persistent` or `transient`.
You can also use a `Dockerfile` to pass your own certificates for use with the [Security](../../security-configuration/) plugin, similar to the `-v` argument in [Configure Elasticsearch](#configure-elasticsearch):
After installing the Security plugin, you can run `sudo sh /usr/share/elasticsearch/plugins/opendistro_security/tools/install_demo_configuration.sh` to quickly get started with demo certificates. Otherwise, you must configure it manually and run [securityadmin.sh](../../security-configuration/security-admin/).
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To beta test this plugin, download the latest release from [GitHub](https://github.com/opendistro-for-elasticsearch/index-management/releases) and install the plugin:
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