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« Transform overview When to use transforms »
Elastic Docs ›Elasticsearch Guide [8.15] ›Roll up or transform your data ›Transforming data

Set up transforms

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Set up transforms

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Requirements overview

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To use transforms, you must have:

  • at least one transform node,
  • management features visible in the Kibana space, and

  • security privileges that:

    • grant use of transforms, and
    • grant access to source and destination indices

Security privileges

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Assigning security privileges affects how users access transforms. Consider the two main categories:

  • Elasticsearch API user: uses an Elasticsearch client, cURL, or Kibana Dev Tools to access transforms via Elasticsearch APIs. This scenario requires Elasticsearch security privileges.
  • Kibana user: uses transforms in Kibana. This scenario requires Kibana feature privileges and Elasticsearch security privileges.
Elasticsearch API user
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To manage transforms, you must meet all of the following requirements:

  • transform_admin built-in role or manage_transform cluster privileges,
  • read and view_index_metadata index privileges on source indices, and
  • create_index, index, manage, and read index privileges on destination indices. If a retention_policy is configured, delete index privilege is also required on the destination index.

To view only the configuration and status of transforms, you must have:

  • transform_user built-in role or monitor_transform cluster privileges

For more information about Elasticsearch roles and privileges, refer to Built-in roles and Security privileges.

Kibana user
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Within a Kibana space, for full access to transforms, you must meet all of the following requirements:

  • Management features visible in the Kibana space, including Data View Management and Stack Monitoring,
  • monitoring_user built-in role,
  • transform_admin built-in role or manage_transform cluster privileges,
  • kibana_admin built-in role or a custom role with read or all Kibana privileges for the Data View Management feature (dependent on whether data views already exist for your destination indices),
  • data views for your source indices,
  • read and view_index_metadata index privileges on source indices, and
  • create_index, index, manage, and read index privileges on destination indices. Additionally, when using a retention_policy, delete index privilege is required on destination indices.
  • read_pipeline cluster privileges, if the transform uses an ingest pipeline

Within a Kibana space, for read-only access to transforms, you must meet all of the following requirements:

  • Management features visible in the Kibana space, including Stack Monitoring,
  • monitoring_user built-in role,
  • transform_user built-in role or monitor_transform cluster privileges,
  • kibana_admin built-in role or a custom role with read Kibana privileges for at least one feature in the space,
  • data views for your source and destination indices, and
  • read, and view_index_metadata index privileges on source indices and destination indices

For more information and Kibana security features, see Kibana role management and Kibana privileges.

Kibana spaces

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Spaces enable you to organize your source and destination indices and other saved objects in Kibana and to see only the objects that belong to your space. However, a transform is a long running task which is managed on cluster level and therefore not limited in scope to certain spaces. Space awareness can be implemented for a data view under Stack Management > Kibana which allows privileges to the transform destination index.

To successfully create transforms in Kibana, you must be logged into a space where the source indices are visible and the Data View Management and Stack Monitoring features are visible.

« Transform overview When to use transforms »