diff --git a/docs/management/snapshot-restore/images/snapshot_permissions.png b/docs/management/snapshot-restore/images/snapshot_permissions.png new file mode 100644 index 0000000000000..463d4d6e389c6 Binary files /dev/null and b/docs/management/snapshot-restore/images/snapshot_permissions.png differ diff --git a/docs/management/snapshot-restore/index.asciidoc b/docs/management/snapshot-restore/index.asciidoc index dc722c24af76c..7253d6eaa0f68 100644 --- a/docs/management/snapshot-restore/index.asciidoc +++ b/docs/management/snapshot-restore/index.asciidoc @@ -2,13 +2,13 @@ [[snapshot-repositories]] == Snapshot and Restore -*Snapshot and Restore* enables you to backup your {es} -indices and clusters using data and state snapshots. -Snapshots are important because they provide a copy of your data in case +*Snapshot and Restore* enables you to backup your {es} +indices and clusters using data and state snapshots. +Snapshots are important because they provide a copy of your data in case something goes wrong. If you need to roll back to an older version of your data, you can restore a snapshot from the repository. -You’ll find *Snapshot and Restore* under *Management > Elasticsearch*. +You’ll find *Snapshot and Restore* under *Management > Elasticsearch*. With this UI, you can: * Register a repository for storing your snapshots @@ -20,29 +20,42 @@ With this UI, you can: [role="screenshot"] image:management/snapshot-restore/images/snapshot_list.png["Snapshot list"] -Before using this feature, you should be familiar with how snapshots work. -{ref}/snapshot-restore.html[Snapshot and Restore] is a good source for +Before using this feature, you should be familiar with how snapshots work. +{ref}/snapshot-restore.html[Snapshot and Restore] is a good source for more detailed information. +[float] +[[snapshot-permissions]] +=== Required permissions +The minimum required permissions to access *Snapshot and Restore* include: + +* Cluster privileges: `monitor`, `manage_slm`, `cluster:admin/snapshot`, and `cluster:admin/repository` +* Index privileges: `all` on the `monitor` index if you want to access content in the *Restore Status* tab + +You can add these privileges in *Management > Security > Roles*. + +[role="screenshot"] +image:management/snapshot-restore/images/snapshot_permissions.png["Edit Role"] + [float] [[kib-snapshot-register-repository]] === Register a repository -A repository is where your snapshots live. You must register a snapshot -repository before you can perform snapshot and restore operations. +A repository is where your snapshots live. You must register a snapshot +repository before you can perform snapshot and restore operations. -If you don't have a repository, Kibana walks you through the process of -registering one. +If you don't have a repository, Kibana walks you through the process of +registering one. {kib} supports three repository types -out of the box: shared file system, read-only URL, and source-only. -For more information on these repositories and their settings, +out of the box: shared file system, read-only URL, and source-only. +For more information on these repositories and their settings, see {ref}/snapshots-register-repository.html[Repositories]. -To use other repositories, such as S3, see +To use other repositories, such as S3, see {ref}/snapshots-register-repository.html#snapshots-repository-plugins[Repository plugins]. -Once you create a repository, it is listed in the *Repositories* -view. -Click a repository name to view its type, number of snapshots, and settings, +Once you create a repository, it is listed in the *Repositories* +view. +Click a repository name to view its type, number of snapshots, and settings, and to verify status. [role="screenshot"] @@ -53,46 +66,46 @@ image:management/snapshot-restore/images/repository_list.png["Repository list"] [[kib-view-snapshot]] === View your snapshots -A snapshot is a backup taken from a running {es} cluster. You'll find an overview of -your snapshots in the *Snapshots* view, and you can drill down +A snapshot is a backup taken from a running {es} cluster. You'll find an overview of +your snapshots in the *Snapshots* view, and you can drill down into each snapshot for further investigation. [role="screenshot"] image:management/snapshot-restore/images/snapshot_details.png["Snapshot details"] -If you don’t have any snapshots, you can create them from the {kib} <>. The +If you don’t have any snapshots, you can create them from the {kib} <>. The {ref}/snapshots-take-snapshot.html[snapshot API] -takes the current state and data in your index or cluster, and then saves it to a -shared repository. +takes the current state and data in your index or cluster, and then saves it to a +shared repository. -The snapshot process is "smart." Your first snapshot is a complete copy of +The snapshot process is "smart." Your first snapshot is a complete copy of the data in your index or cluster. -All subsequent snapshots save the changes between the existing snapshots and +All subsequent snapshots save the changes between the existing snapshots and the new data. [float] [[kib-restore-snapshot]] === Restore a snapshot -The information stored in a snapshot is not tied to a specific +The information stored in a snapshot is not tied to a specific cluster or a cluster name. This enables you to -restore a snapshot made from one cluster to another cluster. You might +restore a snapshot made from one cluster to another cluster. You might use the restore operation to: * Recover data lost due to a failure * Migrate a current Elasticsearch cluster to a new version * Move data from one cluster to another cluster -To get started, go to the *Snapshots* view, find the -snapshot, and click the restore icon in the *Actions* column. +To get started, go to the *Snapshots* view, find the +snapshot, and click the restore icon in the *Actions* column. The Restore wizard presents -options for the restore operation, including which +options for the restore operation, including which indices to restore and whether to modify the index settings. -You can restore an existing index only if it’s closed and has the same +You can restore an existing index only if it’s closed and has the same number of shards as the index in the snapshot. Once you initiate the restore, you're navigated to the *Restore Status* view, -where you can track the current state for each shard in the snapshot. +where you can track the current state for each shard in the snapshot. [role="screenshot"] image:management/snapshot-restore/images/snapshot-restore.png["Snapshot details"] @@ -102,26 +115,26 @@ image:management/snapshot-restore/images/snapshot-restore.png["Snapshot details" [[kib-snapshot-policy]] === Create a snapshot lifecycle policy -Use a {ref}/snapshot-lifecycle-management-api.html[snapshot lifecycle policy] -to automate the creation and deletion +Use a {ref}/snapshot-lifecycle-management-api.html[snapshot lifecycle policy] +to automate the creation and deletion of cluster snapshots. Taking automatic snapshots: * Ensures your {es} indices and clusters are backed up on a regular basis -* Ensures a recent and relevant snapshot is available if a situation +* Ensures a recent and relevant snapshot is available if a situation arises where a cluster needs to be recovered -* Allows you to manage your snapshots in {kib}, instead of using a +* Allows you to manage your snapshots in {kib}, instead of using a third-party tool - -If you don’t have any snapshot policies, follow the -*Create policy* wizard. It walks you through defining -when and where to take snapshots, the settings you want, + +If you don’t have any snapshot policies, follow the +*Create policy* wizard. It walks you through defining +when and where to take snapshots, the settings you want, and how long to retain snapshots. [role="screenshot"] image:management/snapshot-restore/images/snapshot-retention.png["Snapshot details"] An overview of your policies is on the *Policies* view. -You can drill down into each policy to examine its settings and last successful and failed run. +You can drill down into each policy to examine its settings and last successful and failed run. You can perform the following actions on a snapshot policy: @@ -139,8 +152,8 @@ image:management/snapshot-restore/images/create-policy.png["Snapshot details"] === Delete a snapshot Delete snapshots to manage your repository storage space. -Find the snapshot in the *Snapshots* view and click the trash icon in the -*Actions* column. To delete snapshots in bulk, select their checkboxes, +Find the snapshot in the *Snapshots* view and click the trash icon in the +*Actions* column. To delete snapshots in bulk, select their checkboxes, and then click *Delete snapshots*. [[snapshot-repositories-example]] @@ -159,10 +172,10 @@ Ready to try *Snapshot and Restore*? In this tutorial, you'll learn to: ==== Before you begin -This example shows you how to register a shared file system repository +This example shows you how to register a shared file system repository and store snapshots. -Before you begin, you must register the location of the repository in the -{ref}/snapshots-register-repository.html#snapshots-filesystem-repository[path.repo] setting on +Before you begin, you must register the location of the repository in the +{ref}/snapshots-register-repository.html#snapshots-filesystem-repository[path.repo] setting on your master and data nodes. You can do this in one of two ways: * Edit your `elasticsearch.yml` to include the `path.repo` setting. @@ -175,14 +188,14 @@ your master and data nodes. You can do this in one of two ways: [[register-repo-example]] ==== Register a repository -Use *Snapshot and Restore* to register the repository where your snapshots -will live. +Use *Snapshot and Restore* to register the repository where your snapshots +will live. . Go to *Management > Elasticsearch > Snapshot and Restore*. . Click *Register a repository* in either the introductory message or *Repository view*. . Enter a name for your repository, for example, `my_backup`. . Select *Shared file system*. -+ ++ [role="screenshot"] image:management/snapshot-restore/images/register_repo.png["Register repository"] @@ -205,13 +218,13 @@ Use the {ref}/snapshots-take-snapshot.html[snapshot API] to create a snapshot. [source,js] PUT /_snapshot/my_backup/2019-04-25_snapshot?wait_for_completion=true + -In this example, the snapshot name is `2019-04-25_snapshot`. You can also +In this example, the snapshot name is `2019-04-25_snapshot`. You can also use {ref}/date-math-index-names.html[date math expression] for the snapshot name. + [role="screenshot"] image:management/snapshot-restore/images/create_snapshot.png["Create snapshot"] -. Return to *Snapshot and Restore*. +. Return to *Snapshot and Restore*. + Your new snapshot is available in the *Snapshots* view. @@ -223,7 +236,7 @@ using the repository created in the previous example. . Open the *Policies* view. . Click *Create a policy*. -+ ++ [role="screenshot"] image:management/snapshot-restore/images/create-policy-example.png["Create policy wizard"] @@ -288,17 +301,16 @@ Finally, you'll restore indices from an existing snapshot. |*Index settings* | |Modify index settings -|Toggle to overwrite index settings when they are restored, +|Toggle to overwrite index settings when they are restored, or leave in place to keep existing settings. |Reset index settings -|Toggle to reset index settings back to the default when they are restored, +|Toggle to reset index settings back to the default when they are restored, or leave in place to keep existing settings. |=== . Review your restore settings, and then click *Restore snapshot*. + -The operation loads for a few seconds, -and then you’re navigated to *Restore Status*, +The operation loads for a few seconds, +and then you’re navigated to *Restore Status*, where you can monitor the status of your restored indices. -