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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.
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