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Refactor Migrations and Upgrades Documentation (opensearch-project#10169)
* Restructured "Is Migration Assistant Right for you?" page. Signed-off-by: Brian Presley <[email protected]> * Broke down limitation by component. Minor editorial changes. Signed-off-by: Brian Presley <[email protected]> * Removed "Chossing migration approach" since it will be revised and included in a seperate migration patterns page. Updated checklist. Signed-off-by: Brian Presley <[email protected]> * Rename Migration Assistant section Signed-off-by: Archer <[email protected]> * Fix broken links Signed-off-by: Archer <[email protected]> * Add addition upgrade options section Signed-off-by: Brian Presley <[email protected]> * Fix home cards page Signed-off-by: Archer <[email protected]> * Updated requirements around VPC connectivity. Signed-off-by: Brian Presley <[email protected]> * Restructured migration journey and added migration phases. Signed-off-by: Brian Presley <[email protected]> * Remove 3.x source support Signed-off-by: Brian Presley <[email protected]> * Modifications, fixes, and clarity for migration phases. Signed-off-by: Brian Presley <[email protected]> * Moved assets from _migration-upgrade to _migration-assistant Signed-off-by: Brian Presley <[email protected]> * Add Migration Assistant to _config.yml Signed-off-by: Brian Presley <[email protected]> * Add additional redirects Signed-off-by: Archer <[email protected]> * More structure fixes and redirects Signed-off-by: Archer <[email protected]> * Fix merge conflict Signed-off-by: Archer <[email protected]> * Revered MA card to point to MA, renamed path to migrate-and-upgrade Signed-off-by: Brian Presley <[email protected]> * Restructure checkpoint Signed-off-by: Brian Presley <[email protected]> * Fixed breadcrumbs. More TOC changes for upgrades and migations. Fixed links. Moved copy. Signed-off-by: Brian Presley <[email protected]> * Working structural changes with no broken links Signed-off-by: Brian Presley <[email protected]> * Made TOC casing titles consistent and changed the order. Signed-off-by: Brian Presley <[email protected]> * Allow symlink to MA without warnings. Signed-off-by: Brian Presley <[email protected]> * Updated verbiage for MA zstd limitation Signed-off-by: Brian Presley <[email protected]> * Fix breadcrumbs and added redirects for old page paths Signed-off-by: Brian Presley <[email protected]> * Updated broken links Signed-off-by: Brian Presley <[email protected]> * Update to confirm to style guide Signed-off-by: Brian Presley <[email protected]> * Update deploy to reference C&R Signed-off-by: Brian Presley <[email protected]> * More convention changes Signed-off-by: Brian Presley <[email protected]> * Moved MA back to it's own collection due to framework limitations. Updated navigation behavior * Add Migration Assistant to primary TOC * Fix PR review comments: remove duplicate redirects, fix heading hierarchy, and refactor CSS/HTML - Remove duplicate redirects from snapshots, migrate-or-upgrade, migration-assistant, and rolling-upgrade files - Add trailing slashes to redirects in rolling-upgrade index for Jekyll convention compliance - Fix heading hierarchy in rolling-upgrade index (change to level 2 headings) - Extract inline CSS and HTML from migration-phases into proper Jekyll components: * Move CSS to _sass/custom/custom.scss * Create reusable _includes/migration-scenarios.html * Create _data/migration-scenarios.yml for maintainable data structure Addresses all review comments from PR opensearch-project#10169 Signed-off-by: Brian Presley <[email protected]> * Fix example and details formatting Signed-off-by: Fanit Kolchina <[email protected]> * Fix broken links Signed-off-by: Brian Presley <[email protected]> * Removed code font from header Signed-off-by: Brian Presley <[email protected]> * Removed deprecated page and moved the rolling upgrade lab. Signed-off-by: Brian Presley <[email protected]> * Fix Vale issues: punctuation, spacing, and terminology consistency - Added missing comma in rolling upgrade documentation - Fixed punctuation in home cards description - Replaced em dash with en dash for consistency - Fixed 'for example' to 'such as' where appropriate - Corrected typo 'resoures' to 'resources' - Removed unnecessary token from rolling upgrade lab Signed-off-by: Brian Presley <[email protected]> * Fix Vale issues in migration assistant documentation - Fixed grammar: 'between version' to 'between versions' in assessment - Replaced 'e.g.' with 'such as' for consistency - Improved sentence structure and clarity Signed-off-by: Brian Presley <[email protected]> * Fix additional Vale issues in migration assistant documentation - Replaced 'as well as' with 'and' in verification components - Changed 'due to' to 'because of' in replay traffic documentation - Improved consistency with OpenSearch style guide Signed-off-by: Brian Presley <[email protected]> * Fix Vale terminology issues: replace 'indices' with 'indexes' - Changed 'Splitting indices with type mappings' to 'Splitting indexes with type mappings' - Changed 'Locate the necessary indices and fields' to 'Locate the necessary indexes and fields' - Maintains consistency with OpenSearch style guide terminology Signed-off-by: Brian Presley <[email protected]> * Fix Vale table heading capitalization issues - Changed table headers to sentence case: 'Lucene version', 'OpenSearch version', 'Elasticsearch version' - Resolves OpenSearch.TableHeadings Vale rule violations - Maintains consistency with OpenSearch style guide Signed-off-by: Brian Presley <[email protected]> * Fix final Vale issues in migration assistant documentation - Fixed stacked headings by adding introductory sentence between sections - Changed 'capture and replay' to 'Capture and Replay' for proper noun capitalization - Replaced 'abort capabilities' with 'stop capabilities' to avoid offensive terminology - Resolves OpenSearch.StackedHeadings, Vale.Terms, and OpenSearch.Inclusive rule violations Signed-off-by: Brian Presley <[email protected]> * Fix Vale issues in snapshot-restore documentation - Fixed stacked headings by adding introductory sentence before repository options - Changed 'Azure Blob Storage' to 'Azure blob storage' for sentence case heading - Resolves OpenSearch.StackedHeadings and OpenSearch.HeadingCapitalization rule violations Signed-off-by: Brian Presley <[email protected]> * Fix Vale directional language issue in assessment documentation - Changed 'Below is a list of transformations' to 'The following is a list of transformations' - Resolves OpenSearch.DirectionAboveBelow Vale rule violation - Improves accessibility and clarity of documentation Signed-off-by: Brian Presley <[email protected]> * Fix Vale issues in deploy documentation - Fixed stacked headings by adding introductory sentence before troubleshooting section - Changed 'Common Deployment Issues' to 'Common deployment issues' for sentence case heading - Resolves OpenSearch.StackedHeadings and OpenSearch.HeadingCapitalization rule violations Signed-off-by: Brian Presley <[email protected]> * Fixed unecessary .etc. Signed-off-by: Brian Presley <[email protected]> * Made Capture-and-Replay references consistent. Signed-off-by: Brian Presley <[email protected]> * Small fixes Signed-off-by: Fanit Kolchina <[email protected]> * Fix migration-matrix boarder Signed-off-by: Brian Presley <[email protected]> * Changed capitalization inconsistencies. Signed-off-by: Brian Presley <[email protected]> * Update _migrate-or-upgrade/index.md Signed-off-by: Nathan Bower <[email protected]> * Update _migrate-or-upgrade/index.md Co-authored-by: Nathan Bower <[email protected]> Signed-off-by: Brian Presley <[email protected]> * Update _migrate-or-upgrade/index.md Co-authored-by: Nathan Bower <[email protected]> Signed-off-by: Brian Presley <[email protected]> * More editorial changes Signed-off-by: Brian Presley <[email protected]> * Submitting changes requested. Signed-off-by: Brian Presley <[email protected]> * Update _migrate-or-upgrade/snapshot-restore/index.md Signed-off-by: Nathan Bower <[email protected]> * Submitting changes requested. Signed-off-by: Brian Presley <[email protected]> * Submitting changes requested. Signed-off-by: Brian Presley <[email protected]> * Submitting changes requested. Signed-off-by: Brian Presley <[email protected]> * Submitting changes requested. Signed-off-by: Brian Presley <[email protected]> * Submitting changes requested. Signed-off-by: Brian Presley <[email protected]> * Remove content related to local deployments Signed-off-by: Brian Presley <[email protected]> * Fixed javascript breaking changes path Signed-off-by: Brian Presley <[email protected]> --------- Signed-off-by: Brian Presley <[email protected]> Signed-off-by: Archer <[email protected]> Signed-off-by: Naarcha-AWS <[email protected]> Signed-off-by: Fanit Kolchina <[email protected]> Signed-off-by: Nathan Bower <[email protected]> Signed-off-by: Brian Presley <[email protected]> Co-authored-by: Brian Presley <[email protected]> Co-authored-by: Fanit Kolchina <[email protected]> Co-authored-by: Brian Presley <[email protected]> Co-authored-by: Nathan Bower <[email protected]>
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‎.github/vale/styles/Vocab/OpenSearch/Plugins/accept.txt‎

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Job Scheduler
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Job Scheduler plugin
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k-NN plugin
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Metadata Migration Tool
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ML Commons
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ML Commons plugin
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Neural Search plugin

‎.github/vale/styles/Vocab/OpenSearch/Products/accept.txt‎

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Query Workbench
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RankLib
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Reindex-from-Snapshot
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Replayer
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RCF Summarize
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RPM Package Manager
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Ruby

‎_api-reference/snapshots/index.md‎

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**Introduced 1.0**
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{: .label .label-purple }
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The snapshot APIs allow you to manage snapshots and snapshot repositories.
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The snapshot APIs allow you to manage snapshots and snapshot repositories.

‎_benchmark/quickstart.md‎

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To perform the Quickstart steps, you'll need to fulfill the following prerequisites:
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- A currently active OpenSearch cluster. For instructions on how to create an OpenSearch cluster, see [Creating a cluster]({{site.url}}{{site.baseurl}}//tuning-your-cluster/index/).
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- A currently active OpenSearch cluster. For instructions on how to create an OpenSearch cluster, see [Creating a cluster]({{site.url}}{{site.baseurl}}/tuning-your-cluster/index/).
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- Git 2.3 or greater.
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- Python 3.8 or later
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‎_config.yml‎

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data-prepper:
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permalink: /:collection/:path/
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output: true
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migrate-or-upgrade:
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permalink: /:collection/:path/
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output: true
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migration-assistant:
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permalink: /:collection/:path/
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output: true
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name: Tutorials
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nav_fold: true
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install-and-configure:
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name: Install and upgrade
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name: Install and configure
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nav_fold: true
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migrate-or-upgrade:
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name: Migrate or upgrade
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nav_fold: true
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tuning-your-cluster:
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name: Creating and tuning your cluster
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migration_assistant_collection:
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collections:
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migration-assistant:
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name: Migration Assistant
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name: Migration Assistant for OpenSearch
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nav_fold: true
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benchmark_collection:
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path: "_migration-assistant"
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values:
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section: "migration-assistant"
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section-name: "Migration Assistant"
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section-name: "Migration Assistant for OpenSearch"
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# Enable or disable the site search
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# By default, just-the-docs enables its JSON file-based search. We also have an OpenSearch-driven search functionality.
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- .bundle/
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- _site/
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- spec-insert
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- release-notes
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- release-notes

‎_data/migration-scenarios.yml‎

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scenarios:
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- title: "Scenario 1: Backfill only"
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steps:
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- title: "Assessment"
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url: "/migration-assistant/migration-phases/assessment/"
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- title: "Deploy"
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url: "/migration-assistant/migration-phases/deploy/"
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substeps:
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- title: "Verify backfill components"
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url: "/migration-assistant/migration-phases/deploy/verifying-backfill-components/"
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- title: "Configuration options"
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url: "/migration-assistant/migration-phases/deploy/configuration-options/"
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- title: "IAM and security groups for existing clusters"
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url: "/migration-assistant/migration-phases/deploy/iam-and-security-groups-for-existing-clusters/"
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- title: "Create a snapshot"
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url: "/migration-assistant/migration-phases/create-snapshot/"
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- title: "Migrate metadata"
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url: "/migration-assistant/migration-phases/migrate-metadata/"
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substeps:
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- title: "Managing type mapping deprecation"
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url: "/migration-assistant/migration-phases/migrate-metadata/handling-type-mapping-deprecation/"
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- title: "Handling breaking changes in field types"
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url: "/migration-assistant/migration-phases/migrate-metadata/handling-field-type-breaking-changes/"
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- title: "Backfill"
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url: "/migration-assistant/migration-phases/backfill/"
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- title: "Teardown"
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url: "/migration-assistant/migration-phases/remove-migration-infrastructure/"
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- title: "Scenario 2: Live capture only"
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steps:
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- title: "Assessment"
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url: "/migration-assistant/migration-phases/assessment/"
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- title: "Deploy"
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url: "/migration-assistant/migration-phases/deploy/"
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substeps:
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- title: "IAM and security groups for existing clusters"
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url: "/migration-assistant/migration-phases/deploy/iam-and-security-groups-for-existing-clusters/"
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- title: "Configuration options"
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url: "/migration-assistant/migration-phases/deploy/configuration-options/"
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- title: "Verify live capture components"
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url: "/migration-assistant/migration-phases/deploy/verifying-live-capture-components/"
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- title: "Reroute traffic from the source to the Capture Proxy"
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url: "/migration-assistant/migration-phases/reroute-source-to-proxy/"
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- title: "Migrate metadata"
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url: "/migration-assistant/migration-phases/migrate-metadata/"
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substeps:
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- title: "Managing type mapping deprecation"
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url: "/migration-assistant/migration-phases/migrate-metadata/handling-type-mapping-deprecation/"
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- title: "Handling breaking changes in field types"
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url: "/migration-assistant/migration-phases/migrate-metadata/handling-field-type-breaking-changes/"
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- title: "Replay captured traffic"
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url: "/migration-assistant/migration-phases/replay-captured-traffic/"
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- title: "Reroute traffic from the Capture Proxy to the target"
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url: "/migration-assistant/migration-phases/reroute-traffic-from-capture-proxy-to-target/"
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- title: "Teardown"
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url: "/migration-assistant/migration-phases/remove-migration-infrastructure/"
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- title: "Scenario 3: Live capture with backfill"
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steps:
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- title: "Assessment"
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url: "/migration-assistant/migration-phases/assessment/"
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- title: "Deploy"
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url: "/migration-assistant/migration-phases/deploy/"
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substeps:
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- title: "IAM and security groups for existing clusters"
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url: "/migration-assistant/migration-phases/deploy/iam-and-security-groups-for-existing-clusters/"
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- title: "Configuration options"
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url: "/migration-assistant/migration-phases/deploy/configuration-options/"
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- title: "Verify backfill components"
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url: "/migration-assistant/migration-phases/deploy/verifying-backfill-components/"
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- title: "Verify live capture components"
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url: "/migration-assistant/migration-phases/deploy/verifying-live-capture-components/"
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- title: "Reroute traffic from the source to the Capture Proxy"
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url: "/migration-assistant/migration-phases/reroute-source-to-proxy/"
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- title: "Create a snapshot"
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url: "/migration-assistant/migration-phases/create-snapshot/"
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- title: "Migrate metadata"
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url: "/migration-assistant/migration-phases/migrate-metadata/"
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substeps:
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- title: "Managing type mapping deprecation"
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url: "/migration-assistant/migration-phases/migrate-metadata/handling-type-mapping-deprecation/"
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- title: "Handling breaking changes in field types"
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url: "/migration-assistant/migration-phases/migrate-metadata/handling-field-type-breaking-changes/"
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- title: "Backfill"
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url: "/migration-assistant/migration-phases/backfill/"
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- title: "Replay captured traffic"
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url: "/migration-assistant/migration-phases/replay-captured-traffic/"
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- title: "Reroute traffic from the Capture Proxy to the target"
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url: "/migration-assistant/migration-phases/reroute-traffic-from-capture-proxy-to-target/"
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- title: "Teardown"
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url: "/migration-assistant/migration-phases/remove-migration-infrastructure/"

‎_includes/home_cards.html‎

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<div class="home-card">
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<a href="{{site.url}}{{site.latesturl}}/migration-assistant/" class='card-link'></a>
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<p class="heading">Migration Assistant</p>
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<p class="description">Migrate to OpenSearch.</p>
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<p class="description">Simplify your upgrade or migration to OpenSearch.</p>
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<p class="last-link">Documentation &#x2192;</p>
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</div>
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‎_includes/migration-scenarios.html‎

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{% assign scenarios = include.scenarios %}
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{% for scenario in scenarios %}
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<div class="scenario-container" id="scenario-{{ forloop.index }}">
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<div class="scenario-title">{{ scenario.title }}</div>
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<ol>
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{% for step in scenario.steps %}
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<li>
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{% if step.url %}
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<a href="{{ site.url }}{{ site.baseurl }}{{ step.url }}">{{ step.title }}</a>
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{% else %}
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{{ step.title }}
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{% endif %}
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{% if step.substeps %}
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<ul>
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{% for substep in step.substeps %}
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<li>
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{% if substep.url %}
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<a href="{{ site.url }}{{ site.baseurl }}{{ substep.url }}">{{ substep.title }}</a>
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{% else %}
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{{ substep.title }}
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{% endif %}
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</li>
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{% endfor %}
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</ul>
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{% endif %}
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</li>
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{% endfor %}
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</ol>
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</div>
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{% endfor %}

‎_includes/nav.html‎

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{%- if node.parent == nil -%}
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{%- unless node.nav_exclude -%}
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{% assign nested_owned_tree_id = include.owned_tree_id | append: "_" | append: forloop.index | append: "_" | append: node.title | append: "_navitems" | replace: " ", "_" %}
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<li role="none" class="nav-list-item{% if page.collection == include.key and page.url == node.url or page.parent == node.title or page.grand_parent == node.title %} active{% endif %}">
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{%- comment -%}Check if current page is a descendant of this node{%- endcomment -%}
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{%- assign is_ancestor = false -%}
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{%- if page.collection == include.key -%}
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{%- if page.url == node.url or page.parent == node.title or page.grand_parent == node.title -%}
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{%- assign is_ancestor = true -%}
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{%- else -%}
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{%- comment -%}Check for 4-level deep pages{%- endcomment -%}
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{%- for child in pages_list -%}
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{%- if child.parent == node.title -%}
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{%- for grand_child in pages_list -%}
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{%- if grand_child.parent == child.title and grand_child.grand_parent == node.title -%}
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{%- if page.parent == grand_child.title -%}
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{%- assign is_ancestor = true -%}
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{%- break -%}
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{%- endif -%}
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{%- endif -%}
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{%- endfor -%}
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{%- endif -%}
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{%- endfor -%}
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{%- endif -%}
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{%- endif -%}
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<li role="none" class="nav-list-item{% if is_ancestor %} active{% endif %}">
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{%- if node.has_children -%}
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<a
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role="treeitem"
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<ul role="tree" class="nav-list" id="{{ nested_owned_tree_id }}">
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{%- for child in children_list -%}
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{%- unless child.nav_exclude -%}
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<li role="none" class="nav-list-item {% if page.url == child.url or page.parent == child.title %} active{% endif %}">
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{%- comment -%}Check if current page is a descendant of this child{%- endcomment -%}
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{%- assign child_is_ancestor = false -%}
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{%- if page.url == child.url or page.parent == child.title -%}
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{%- assign child_is_ancestor = true -%}
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{%- else -%}
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{%- comment -%}Check for 4-level deep pages{%- endcomment -%}
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{%- for grand_child in pages_list -%}
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{%- if grand_child.parent == child.title and grand_child.grand_parent == node.title -%}
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{%- if page.parent == grand_child.title -%}
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{%- assign child_is_ancestor = true -%}
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{%- break -%}
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{%- endif -%}
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{%- endif -%}
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{%- endfor -%}
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{%- endif -%}
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<li role="none" class="nav-list-item{% if child_is_ancestor %} active{% endif %}">
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{%- if child.has_children -%}
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{% assign nested_nested_owned_tree_id = nested_owned_tree_id | append: "_" | append: forloop.index | append: "_" | append: child.title | append: "_navitems" | replace: " ", "_" %}
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<a
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<ul role="tree" class="nav-list" id="{{ nested_nested_owned_tree_id }}">
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{%- for grand_child in grand_children_list -%}
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{%- unless grand_child.nav_exclude -%}
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<li role="none" class="nav-list-item {% if page.url == grand_child.url %} active{% endif %}">
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{%- comment -%}Check if current page is a descendant of this grand_child{%- endcomment -%}
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{%- assign grand_child_is_ancestor = false -%}
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{%- if page.url == grand_child.url or page.parent == grand_child.title -%}
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{%- assign grand_child_is_ancestor = true -%}
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{%- endif -%}
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<li role="none" class="nav-list-item{% if grand_child_is_ancestor %} active{% endif %}">
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{%- if grand_child.has_children -%}
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{% assign nested_nested_nested_owned_tree_id = nested_nested_owned_tree_id | append: "_" | append: forloop.index | append: "_" | append: grand_child.title | append: "_navitems" | replace: " ", "_" %}
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<a
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role="treeitem"
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aria-owns="{{ nested_nested_nested_owned_tree_id }}"
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{%- if page.url == grand_child.url -%}aria-current="page"{%- endif -%}
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href="#"
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class="nav-list-expander"
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><svg viewBox="0 0 24 24"><use xlink:href="#svg-arrow-right"></use></svg></a>
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{%- endif -%}
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<a
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role="treeitem"
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{%- if grand_child.has_children -%}aria-owns="{{ nested_nested_nested_owned_tree_id }}"{%- endif -%}
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{%- if page.url == grand_child.url -%}aria-current="page"{%- endif -%}
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href="{{ grand_child.url | absolute_url }}"
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class="nav-list-link{% if page.url == grand_child.url %} active{% endif %}"
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>{{ grand_child.title }}</a>
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{%- if grand_child.has_children -%}
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{%- assign great_grand_children_list = pages_list | where: "parent", grand_child.title -%}
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<ul role="tree" class="nav-list" id="{{ nested_nested_nested_owned_tree_id }}">
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{%- for great_grand_child in great_grand_children_list -%}
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{%- unless great_grand_child.nav_exclude -%}
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<li role="none" class="nav-list-item {% if page.url == great_grand_child.url %} active{% endif %}">
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<a
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role="treeitem"
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{%- if page.url == great_grand_child.url -%}aria-current="page"{%- endif -%}
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href="{{ great_grand_child.url | absolute_url }}"
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class="nav-list-link{% if page.url == great_grand_child.url %} active{% endif %}"
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>{{ great_grand_child.title }}</a>
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</li>
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{%- endunless -%}
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{%- endfor -%}
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</ul>
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{%- endif -%}
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</li>
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{%- endunless -%}
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{%- endfor -%}

‎_install-and-configure/configuring-opensearch/index.md‎

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@@ -4,8 +4,8 @@ title: Configuring OpenSearch
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nav_order: 10
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has_children: true
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redirect_from:
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- /install-and-configure/configuring-opensearch/
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- /opensearch/configuration/
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- /install-and-configure/configuring-opensearch/
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---
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# Configuring OpenSearch

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