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Getting started with cross-cluster replication

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Getting started with cross-cluster replication

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This getting-started guide for cross-cluster replication shows you how to:

Connect a local cluster to a remote cluster
Create a leader index in a remote cluster
Create a follower index that replicates a leader index
Automatically create follower indices

Before you begin

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Install Elasticsearch on your local and remote clusters.
Obtain a license that includes the cross-cluster replication features. See subscriptions and License management.
If the Elastic security features are enabled in your local and remote clusters, you need a user that has appropriate authority to perform the steps in this tutorial.

The cross-cluster replication features use cluster privileges and built-in roles to make it easier to control which users have authority to manage cross-cluster replication.

By default, you can perform all of the steps in this tutorial by using the built-in elastic user. However, a password must be set for this user before the user can do anything. For information about how to set that password, see Tutorial: Getting started with security.

If you are performing these steps in a production environment, take extra care because the elastic user has the superuser role and you could inadvertently make significant changes.

Alternatively, you can assign the appropriate privileges to a user ID of your choice. On the remote cluster that contains the leader index, a user will need the read_ccr cluster privilege and monitor and read privileges on the leader index.
```
ccr_user:
  cluster:
    - read_ccr
  indices:
    - names: [ 'leader-index' ]
      privileges:
        - monitor
        - read
```
On the local cluster that contains the follower index, the same user will need the manage_ccr cluster privilege and monitor, read, write and manage_follow_index privileges on the follower index.
```
ccr_user:
  cluster:
    - manage_ccr
  indices:
    - names: [ 'follower-index' ]
      privileges:
        - monitor
        - read
        - write
        - manage_follow_index
```
If you are managing connecting to the remote cluster via the cluster update settings API, you will also need a user with the all cluster privilege.

Connecting to a remote cluster

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The cross-cluster replication features require that you connect your local cluster to a remote cluster. In this tutorial, we will connect our local cluster to a remote cluster with the cluster alias leader.

PUT /_cluster/settings
{
  "persistent" : {
    "cluster" : {
      "remote" : {
        "leader" : {
          "seeds" : [
            "127.0.0.1:9300" 
          ]
        }
      }
    }
  }
}

Specifies the hostname and transport port of a seed node in the remote cluster.

You can verify that the local cluster is successfully connected to the remote cluster.

GET /_remote/info

The API will respond by showing that the local cluster is connected to the remote cluster.

{
  "leader" : {
    "seeds" : [
      "127.0.0.1:9300"
    ],
    "connected" : true, 
    "num_nodes_connected" : 1, 
    "max_connections_per_cluster" : 3,
    "initial_connect_timeout" : "30s",
    "skip_unavailable" : false
  }
}

	This shows the local cluster is connected to the remote cluster with cluster alias `leader`
	This shows the number of nodes in the remote cluster the local cluster is connected to.

Alternatively, you can manage remote clusters on the Management / Elasticsearch / Remote Clusters page in Kibana:

Creating a leader index

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In the following example, we will create a leader index in the remote cluster:

PUT /server-metrics
{
  "settings" : {
    "index" : {
      "number_of_shards" : 1,
      "number_of_replicas" : 0
    }
  },
  "mappings" : {
    "properties" : {
      "@timestamp" : {
        "type" : "date"
      },
      "accept" : {
        "type" : "long"
      },
      "deny" : {
        "type" : "long"
      },
      "host" : {
        "type" : "keyword"
      },
      "response" : {
        "type" : "float"
      },
      "service" : {
        "type" : "keyword"
      },
      "total" : {
        "type" : "long"
      }
    }
  }
}

Creating a follower index

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Follower indices are created with the create follower API. When you create a follower index, you must reference the remote cluster and the leader index that you created in the remote cluster.

PUT /server-metrics-copy/_ccr/follow?wait_for_active_shards=1
{
  "remote_cluster" : "leader",
  "leader_index" : "server-metrics"
}

The follower index is initialized using the remote recovery process. The remote recovery process transfers the existing Lucene segment files from the leader to the follower. When the remote recovery process is complete, the index following begins.

Now when you index documents into your leader index, you will see these documents replicated in the follower index. You can inspect the status of replication using the get follower stats API.

Automatically create follower indices

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The auto-follow feature in cross-cluster replication helps for time series use cases where you want to follow new indices that are periodically created in the remote cluster (such as daily Beats indices). Auto-following is configured using the create auto-follow pattern API. With an auto-follow pattern, you reference the remote cluster that you connected your local cluster to. You must also specify a collection of patterns that match the indices you want to automatically follow.

For example:

PUT /_ccr/auto_follow/beats
{
  "remote_cluster" : "leader",
  "leader_index_patterns" :
  [
    "metricbeat-*", 
    "packetbeat-*" 
  ],
  "follow_index_pattern" : "{{leader_index}}-copy" 
}

	Automatically follow new Metricbeat indices.
	Automatically follow new Packetbeat indices.
	The name of the follower index is derived from the name of the leader index by adding the suffix `-copy` to the name of the leader index.

Alternatively, you can manage auto-follow patterns on the Management / Elasticsearch / Cross Cluster Replication page in Kibana:

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