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Duration 14 hours
Course Outline
Day 1: Foundations, Architecture, and Detailed Comparison (ELK vs. OpenSearch)
Morning Session: Core Concepts & Architectural Review
- Introduction & Historical Context:
- Origins of the ELK Stack (Elasticsearch, Logstash, Kibana)
- The 2021 fork: Drivers behind OpenSearch (licensing shifts between AWS and Elastic, Apache 2.0 vs. SSPL/Elastic License) - Internal Mechanics (Shared Foundations):
- Apache Lucene core engine: Shards, segments, inverted indices, and document storage
- Distributed cluster architecture: Nodes (Master, Data, Coordinator), cluster structures, and state management
- Principles of Data Ingestion and Processing:
- Logstash pipelines, Beats, and contemporary alternatives (Fluentbit, OpenTelemetry/Data Prepper)
Afternoon Session: Diverging Features & Ecosystem Variations
- Security & Enterprise Capabilities Comparison:
- Elasticsearch: Limitations of the free tier security versus paid features (SSO, advanced alerting, machine learning, cross-cluster replication tiers)
- OpenSearch: Native free fine-grained access control, internal user database, SAML/LDAP integration, and security plugins - User Interfaces & Query Languages:
- Kibana vs. OpenSearch Dashboards: Interface design, management utilities, and developer experience
- Query Languages: Elasticsearch's ES|QL versus OpenSearch's PPL (Piped Processing Language) and SQL capabilities - Advanced Workloads (Vector Search & AI):
- HNSW implementations, k-NN search performance, and machine learning integration methodologies.
Day 2: Installation, Migration Strategies, Operations, and Troubleshooting
Morning Session: Installation & Cluster Configuration
- Deploying OpenSearch:
- System prerequisites, kernel adjustments (vm.max_map_count), and JVM heap optimization
- Bare-metal/VM installation using tarballs and package managers
- Containerized deployment leveraging Docker and Docker Compose
- Multi-node cluster bootstrap and initialization of the security plugin (opensearch-security-install) - OpenSearch Dashboards Setup:
- Establishing connections between Dashboards and the OpenSearch cluster
- Configuring SSL/TLS certificates and authentication backends
Afternoon Session: Migration Roadmap, Operations & Best Practices
- Migration Strategies (ELK to OpenSearch):
- Evaluating current ES version compatibility (optimal pathways from pre-7.10/7.11 vs. recent versions)
- Snapshot & Restore Method: Utilizing shared repository storage (AWS S3, NFS) for efficient data transfer
- Reindex-from-Remote & Logstash Rolling Migrations: Managing live data cutovers with minimal downtime
- API and client SDK adaptations (updating endpoints, connection strings, and client libraries) - Lifecycle Management & Operational Distinctions:
- Elasticsearch ILM (Index Lifecycle Management) compared to OpenSearch ISM (Index State Management) syntax and policies
- Rollover, shrinking, downsampling, and index retention tactics - Monitoring, Backup, and Troubleshooting:
- Cluster health APIs, statistical analysis, and resolving shard allocation issues
- Addressing common failure modes (circuit breaker exceptions, JVM garbage collection pauses, split-brain prevention)
Q&A and Wrap-up: Open discussion for specific enterprise migration challenges and architecture reviews
Practical exercises and Hand-On Labs are central to the course. Participants will build proficiency in OpenSearch deployment, configuration, data ingestion, security, migration, monitoring, and troubleshooting through realistic, real-world scenarios.
Requirements
To successfully engage with this material, participants should possess the following:
- Fundamental proficiency in Linux command-line operations.
- Working knowledge of networking protocols and concepts (TCP/IP, HTTP/HTTPS, DNS).
- Basic comprehension of log management and monitoring principles.
- General awareness of containerization technologies (Docker) is advantageous but not mandatory.
- Prior 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
