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Duration 14 hours
Course Outline
Day 1: Foundations, Architecture, and Detailed Differences (ELK vs. OpenSearch)
Morning Session: Core Concepts & Architecture Review
- Introduction & History:
- Exploring the origins of the ELK Stack (Elasticsearch, Logstash, Kibana)
- The 2021 fork: Contextualising why OpenSearch emerged (shifting licensing dynamics between AWS and Elastic, Apache 2.0 vs. SSPL/Elastic License) - Under the Hood (The Shared DNA):
- The Apache Lucene core engine: examining shards, segments, inverted indices, and document storage
- Distributed cluster architecture: defining Nodes (Master, Data, Coordinator), clusters, and cluster state management
- Fundamentals of Data Ingestion and Processing:
- Logstash pipelines, Beats, and contemporary alternatives (Fluentbit, OpenTelemetry/Data Prepper)
Afternoon Session: Feature Divergence & Ecosystem Variations
- Security & Enterprise Feature Comparison:
- Elasticsearch: Evaluating free-tier security constraints against paid features (SSO, advanced alerting, machine learning, and cross-cluster replication tiers)
- OpenSearch: Assessing out-of-the-box free fine-grained access control, internal user database, SAML/LDAP integration, and security plugins - UI & Query Languages:
- Kibana vs. OpenSearch Dashboards: Comparing interface layouts, management tools, and developer experience
- Query Languages: Contrasting Elasticsearch's ES|QL with OpenSearch's PPL (Piped Processing Language) and SQL support - Advanced Workloads (Vector Search & AI):
- Analysing HNSW implementations, k-NN search performance, and approaches to machine learning integration.
Day 2: Installation, Migration Strategies, Operations, and Troubleshooting
Morning Session: Installation & Cluster Setup
- Deploying OpenSearch:
- Reviewing system requirements, kernel parameters (vm.max_map_count), and JVM heap tuning
- Executing bare-metal/VM installation via tarball and package managers
- Implementing containerised deployment using Docker and Docker Compose
- Bootstrapping multi-node clusters and initialising the security plugin (opensearch-security-install) - Configuring OpenSearch Dashboards:
- Establishing connections between Dashboards and the OpenSearch cluster
- Setting up SSL/TLS certificates and authentication backends
Afternoon Session: Migration Path, Operations & Best Practices
- Migration Strategies (ELK to OpenSearch):
- Assessing current ES version compatibility (identifying optimal paths from pre-7.10/7.11 versus newer versions)
- Snapshot & Restore Method: Leveraging shared repository storage (AWS S3, NFS) for seamless data transfer
- Reindex-from-Remote & Logstash Rolling Migrations: Managing live data cutovers with minimal downtime
- Adjusting API and client SDKs (updating endpoints, connection strings, and client libraries) - Lifecycle Management & Operational Differences:
- Comparing Elasticsearch ILM (Index Lifecycle Management) with OpenSearch ISM (Index State Management) in terms of syntax and policies
- Exploring rollover, shrinking, downsampling, and index retention strategies - Monitoring, Backup, and Troubleshooting:
- Utilising cluster health APIs, cluster stats, and tracking shard allocation issues
- Addressing common failure scenarios (circuit breaker exceptions, JVM garbage collection pauses, split-brain mitigation)
Q&A and Wrap-up: Open forum for addressing specific organisational migration roadblocks and reviewing architectures
Practical exercises and Hands-On Labs will be a central focus of the course. Participants will develop proficiency in OpenSearch deployment, configuration, data ingestion, security, migration, monitoring, and troubleshooting through realistic, real-world scenarios.
Requirements
Participants are expected to have:
- A solid grasp of basic Linux command-line operations.
- Working knowledge of networking concepts, including TCP/IP, HTTP/HTTPS, and DNS.
- A fundamental understanding of log management and monitoring principles.
- General familiarity with containers (such as Docker) is advantageous, though not strictly mandatory.
- Introductory experience with Elasticsearch or the ELK Stack.
Testimonials (2)
The content is very helpful, and the trainer makes it more easier to understand
Ibrahim Al mayahi - Vastech SA
Course - Advanced Elasticsearch and Kibana Administration
the profesionalism of the trainer; the way he tried to respond to all the questions; the review questions we had to ask: engaging us in conversations