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Adds windows installation documentation #1825

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merged 11 commits into from
Nov 15, 2022
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@kolchfa-aws kolchfa-aws commented Nov 6, 2022

Fixes #1721

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  • [ x] By submitting this pull request, I confirm that my contribution is made under the terms of the Apache 2.0 license and subject to the Developers Certificate of Origin.
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@kolchfa-aws kolchfa-aws self-assigned this Nov 6, 2022
@kolchfa-aws kolchfa-aws added 3 - Tech review PR: Tech review in progress v2.4.0 'Issues and PRs related to version v2.4.0' labels Nov 6, 2022
Signed-off-by: Fanit Kolchina <[email protected]>
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I have no issues with this document. Thanks @kolchfa-aws.

Need more approval from @CEHENKLE @bbarani @setiah.

Thanks.

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peterzhuamazon commented Nov 11, 2022

After offline talk with @kolchfa-aws we will add instruction on the long path:

set-ItemProperty -Path HKLM:\SYSTEM\CurrentControlSet\Control\FileSystem LongPathsEnabled -Type DWORD -Value 1 -Force

Run above in powershell and reboot windows, to enable long path support over 255-260 characters. Thanks.

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Minimal edits/comments. LGTM.


There are two ways of running OpenSearch Dashboards:

1. Run the batch script using the Windows UI:
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@vagimeli vagimeli Nov 11, 2022

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Is Windows UI a proper name? Should UI be defined on first mention?

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Windows Desktop Environment?
Not really sure how to call it as well, windows does categorize them as desktop vs server.

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I'll spell out user interface


1. Run the batch script from a command prompt or Powershell:

1. Open command prompt by entering `cmd`, or Powershell by entering `powershell`, in the search box next to **Start** on the taskbar.
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Open "the" command prompt?

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I am referring to the application, so I'll capitalize all instances of Command Prompt.

.\bin\opensearch-dashboards.bat
```

To stop OpenSearch Dashboards, press `Ctrl+C` in command prompt or Powershell, or simply close the command prompt or Powershell window.
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in "the" command prompt?

_opensearch/install/windows.md Show resolved Hide resolved
_opensearch/install/windows.md Outdated Show resolved Hide resolved
```
1. Save the change and close the file.
1. Navigate to the top directory of your OpenSearch install and open the `opensearch-{{site.opensearch_version}}` folder.
1. Run the default by double-clicking the `opensearch-windows-install.bat` file. This opens a command prompt an the OpenSearch instance running.
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Should "with" precede "an"?

_opensearch/install/windows.md Outdated Show resolved Hide resolved
1. Open the `opensearch-{{site.opensearch_version}}\config` folder.
1. Open the `jvm.options` file with a text editor.
1. Modify the values for initial and max heap sizes. As a starting point, you should set these values to half of the available system memory. For dedicated hosts this value can be increased based on your workflow requirements.<br>
As an example, if the host machine has 8 GB of memory then you might want to set the initial and maximum heap sizes to 4 GB:
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Insert comma after "memory"


1. To extract the archive contents, right-click to select **Extract All**.

Note: Some versions of the Windows operating system limit the file path length. If you encounter a path length-related error when unzipping the archive, perform the following steps to enable long path support:
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Can you indent 4 times and use the {: .note } tag to put this in that formatting? Or is the note intended to be expressed like this? I think indenting 4x preserves the numbered list.
"path-length related error"

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I can for this sentence, but it has related steps that follow, and it does not look good when the note is in the note format, and the steps are not... I can also make it 2 different notes, but that's an even more awkward-looking syntax.

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I will bold the word "note"

1. Run the batch script using the Windows user interface:

1. Navigate to the top directory of your OpenSearch Dashboards install and open the `opensearch-dashboards-{{site.opensearch_version}}` folder.
1. If desired, modify `opensearch_dashboards.yml` located in the `config` folder.
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Is this to set general preferences for Dashboards? Tag on three or four words explaining this?


Follow the steps below to install OpenSearch Dashboards on Windows.

Make sure you have a zip utility installed.
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You make this a prerequisite for OpenSearch installation. What do you think of changing this to a note instead of tip?

1. Specify the location of the included JDK.
1. In the search box next to **Start** on the taskbar, enter `edit environment variables for your account` or `edit the system environment variables`. To edit the system environment variables, you need admin rights. User environment variables take precedence over system environment variables.
1. Select **Edit environment variables for your account** or **Edit the system environment variables**.
1. If the **System Properties** dialog comes up, in the **Advanced** tab, select **Environment Variables**.
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If the System Properties dialog opens, got to the Advanced tab and select Environment Variables.
Read better?

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The thing is - it opens already on the Advanced tab, so all you do is select EV. Will reword.

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LVVGTM

Signed-off-by: Fanit Kolchina <[email protected]>
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@kolchfa-aws Please see my comments and changes and let me know if you have any questions. Thanks!


Follow the steps below to install OpenSearch Dashboards on Windows.

Make sure you have a zip utility installed.
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"ZIP"?

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Normally, zip is not capitalized.


# Run OpenSearch Dashboards on Windows

Follow the steps below to install OpenSearch Dashboards on Windows.
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Suggested change
Follow the steps below to install OpenSearch Dashboards on Windows.
Perform the following steps to install OpenSearch Dashboards on Windows.


There are two ways of running OpenSearch Dashboards:

1. Run the batch script using the Windows user interface:
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Suggested change
1. Run the batch script using the Windows user interface:
1. Run the batch script using the Windows UI:


1. Run the batch script using the Windows user interface:

1. Navigate to the top directory of your OpenSearch Dashboards install and open the `opensearch-dashboards-{{site.opensearch_version}}` folder.
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Suggested change
1. Navigate to the top directory of your OpenSearch Dashboards install and open the `opensearch-dashboards-{{site.opensearch_version}}` folder.
1. Navigate to the top directory of your OpenSearch Dashboards installation and open the `opensearch-dashboards-{{site.opensearch_version}}` folder.

1. Run the batch script using the Windows user interface:

1. Navigate to the top directory of your OpenSearch Dashboards install and open the `opensearch-dashboards-{{site.opensearch_version}}` folder.
1. If desired, modify `opensearch_dashboards.yml` located in the `config` folder to change the default OpenSearch Dasbhoards settings.
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Suggested change
1. If desired, modify `opensearch_dashboards.yml` located in the `config` folder to change the default OpenSearch Dasbhoards settings.
1. If desired, modify `opensearch_dashboards.yml`, located in the `config` folder, to change the default OpenSearch Dashboards settings.

1. Navigate to the top directory of your OpenSearch install and open the `opensearch-{{site.opensearch_version}}` folder.
1. Run the default by double-clicking the `opensearch-windows-install.bat` file. This opens a command prompt with an OpenSearch instance running.
1. Open a new command prompt and send requests to the server to verify that OpenSearch is running. Because the security plugin has been disabled, you will be sending commands using `HTTP` rather than `HTTPS`.
- Send a request to port 9200.
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Should this end in a colon?

"tagline" : "The OpenSearch Project: https://opensearch.org/"
}
```
- Query the plugins endpoint.
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Should this end in a colon?

hostname opensearch-sql 2.4.0.0
```

To stop OpenSearch, press `Ctrl+C` in command prompt or Powershell, or simply close the command prompt or Powershell window.
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Suggested change
To stop OpenSearch, press `Ctrl+C` in command prompt or Powershell, or simply close the command prompt or Powershell window.
To stop OpenSearch, press `Ctrl+C` in Command Prompt or Powershell, or simply close the Command Prompt or Powershell window.


1. Open the `opensearch-{{site.opensearch_version}}\config` folder.
1. Open the `opensearch.yml` file with a text editor.
1. Add the following lines.
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Should this end in a colon?

1. Open the `opensearch-{{site.opensearch_version}}\config` folder.
1. Open the `jvm.options` file with a text editor.
1. Modify the values for initial and max heap sizes. As a starting point, you should set these values to half of the available system memory. For dedicated hosts this value can be increased based on your workflow requirements.<br>
As an example, if the host machine has 8 GB of memory, then you might want to set the initial and maximum heap sizes to 4 GB:
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We use "maximum" here but have used "max" in all previous instances. Please make consistent.

Signed-off-by: Fanit Kolchina <[email protected]>
@kolchfa-aws kolchfa-aws marked this pull request as ready for review November 15, 2022 16:04
@kolchfa-aws kolchfa-aws requested a review from a team as a code owner November 15, 2022 16:04
@kolchfa-aws kolchfa-aws merged commit bf4ad6b into main Nov 15, 2022
@Naarcha-AWS Naarcha-AWS deleted the Fix1721-windows-install branch December 13, 2022 19:57
@kolchfa-aws kolchfa-aws added the backport 1.3 PR: Backport label for v1.3.x label Dec 13, 2022
opensearch-trigger-bot bot pushed a commit that referenced this pull request Dec 13, 2022
* Adds windows installation documentation

Signed-off-by: Fanit Kolchina <[email protected]>

* Added the link to download the windows distribution

Signed-off-by: Fanit Kolchina <[email protected]>

* Added windows server 2109 as a platform

Signed-off-by: Fanit Kolchina <[email protected]>

* Adds Windows installation documentation

Signed-off-by: Fanit Kolchina <[email protected]>

* Updated responses

Signed-off-by: Fanit Kolchina <[email protected]>

* Updated responses

Signed-off-by: Fanit Kolchina <[email protected]>

* Added curl.exe

Signed-off-by: Fanit Kolchina <[email protected]>

* Added steps to set environment variables

Signed-off-by: Fanit Kolchina <[email protected]>

* Added statement about long path and doc review

Signed-off-by: Fanit Kolchina <[email protected]>

* Incorporated doc review comments

Signed-off-by: Fanit Kolchina <[email protected]>

* Implemented editorial feedback

Signed-off-by: Fanit Kolchina <[email protected]>

Signed-off-by: Fanit Kolchina <[email protected]>
(cherry picked from commit bf4ad6b)
kolchfa-aws added a commit that referenced this pull request Dec 13, 2022
* Adds windows installation documentation

Signed-off-by: Fanit Kolchina <[email protected]>

* Added the link to download the windows distribution

Signed-off-by: Fanit Kolchina <[email protected]>

* Added windows server 2109 as a platform

Signed-off-by: Fanit Kolchina <[email protected]>

* Adds Windows installation documentation

Signed-off-by: Fanit Kolchina <[email protected]>

* Updated responses

Signed-off-by: Fanit Kolchina <[email protected]>

* Updated responses

Signed-off-by: Fanit Kolchina <[email protected]>

* Added curl.exe

Signed-off-by: Fanit Kolchina <[email protected]>

* Added steps to set environment variables

Signed-off-by: Fanit Kolchina <[email protected]>

* Added statement about long path and doc review

Signed-off-by: Fanit Kolchina <[email protected]>

* Incorporated doc review comments

Signed-off-by: Fanit Kolchina <[email protected]>

* Implemented editorial feedback

Signed-off-by: Fanit Kolchina <[email protected]>

Signed-off-by: Fanit Kolchina <[email protected]>
(cherry picked from commit bf4ad6b)

Co-authored-by: kolchfa-aws <[email protected]>
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[DOC]: OpenSearch Installation on Windows
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