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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.

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