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 Duration 14 hours

Course Outline

Day 1: Core Principles, Architectural Analysis, and Detailed Comparison (ELK vs. OpenSearch)

Morning Session: Fundamental Concepts & Architectural Overview

  • Introduction & Historical Context:
    - Origin of the ELK Stack (Elasticsearch, Logstash, Kibana)
    - The 2021 fork: The rationale behind OpenSearch (shifts in AWS and Elastic licensing, Apache 2.0 contrasted with SSPL/Elastic License)
  • Internal Mechanics (Shared Heritage):
    - Apache Lucene core engine: Shards, segments, inverted indices, and document persistence
    - Distributed cluster topology: Nodes (Master, Data, Coordinator), cluster structure, and 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 Capability Comparison:
    - Elasticsearch: Constraints on free-tier security versus paid capabilities (SSO, sophisticated alerting, machine learning, cross-cluster replication tiers)
    - OpenSearch: Native, free fine-grained access control, internal user database, SAML/LDAP integration, and security add-ons
  • Interface & Query Languages:
    - Kibana vs. OpenSearch Dashboards: Layout design, administrative tools, and developer experience
    - Query Languages: Elasticsearch's ES|QL compared with OpenSearch's PPL (Piped Processing Language) and SQL support
  • Advanced Workloads (Vector Search & AI):
    - HNSW implementations, k-NN search efficiency, and approaches to machine learning integration.

Day 2: Installation, Migration Methodologies, Operations, and Troubleshooting

Morning Session: Installation & Cluster Initialization

  • Deploying OpenSearch:
    - System prerequisites, kernel settings (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 bootstrapping and security plugin activation (opensearch-security-install)
  • OpenSearch Dashboards Configuration:
    - Establishing the connection between Dashboards and the OpenSearch cluster
    - Setting up SSL/TLS certificates and authentication backends

Afternoon Session: Migration Pathways, Operations & Best Practices

  • Migration Strategies (ELK to OpenSearch):
    - Evaluating compatibility with current ES versions (optimal routes from pre-7.10/7.11 versus later releases)
    - Snapshot & Restore Technique: Utilizing shared repository storage (AWS S3, NFS) for seamless data transfer
    - Reindex-from-Remote & Logstash Rolling Migrations: Managing live data transitions with minimal downtime
    - Adjustments to APIs and client SDKs (updating endpoints, connection strings, and client libraries)
  • Lifecycle Administration & Operational Distinctions:
    - Elasticsearch ILM (Index Lifecycle Management) contrasted with OpenSearch ISM (Index State Management) syntax and policies
    - Strategies for rollover, shrinking, downsampling, and index retention
  • Monitoring, Backup, and Troubleshooting:
    - Utilizing cluster health APIs, statistics, and tracking shard allocation challenges
    - Addressing common failure modes (circuit breaker exceptions, JVM garbage collection pauses, split-brain mitigation)

Q&A and Conclusion: An open forum for discussing specific organizational migration challenges and architectural reviews

Practical exercises and Hands-On Labs are central to this course. Participants will develop practical experience in OpenSearch deployment, configuration, data ingestion, security, migration, monitoring, and troubleshooting through realistic, industry-relevant scenarios.

Requirements

Candidates are expected to possess the following:

  • Fundamental proficiency with Linux command-line interfaces.
  • Knowledge of core networking principles, including TCP/IP, HTTP/HTTPS, and DNS.
  • Basic comprehension of log management and monitoring frameworks.
  • General awareness of container technologies (Docker) is advantageous, though not mandatory.
  • Foundational experience with Elasticsearch or the broader ELK Stack.

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