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High Availability OpenSearch

Introduction

OpenSearch is an open-source distributed search and analytics suite derived from Elasticsearch OSS 7.10.2. It provides foundational capabilities for interactive log analysis, real-time application monitoring, and data analytics.

Node Type Description Best Practices for Production
Cluster manager Manages overall cluster operations and tracks cluster state. This includes creating and deleting indices, tracking nodes joining and leaving the cluster, checking the health of each node in the cluster (by running ping requests), and assigning shards to nodes. Having three dedicated cluster manager nodes in three different zones is the correct approach for almost all production use cases. This configuration ensures your cluster never loses quorum. Two nodes remain idle most of the time unless one node fails or requires maintenance.
Cluster manager eligible One node is selected as the cluster manager node through a voting process. For production clusters, ensure you have dedicated cluster manager nodes. To achieve dedicated node types, mark all other node types as false. In this case, all other nodes must be marked as ineligible for cluster manager.
Data Stores and searches data. Performs all data-related operations (indexing, searching, aggregations) on local shards. These are the workhorses of your cluster and require more disk space than any other node type. When adding data nodes, keep them balanced across zones. For example, if there are three zones, add data nodes in multiples of three, one per zone. We recommend using nodes with large storage and RAM.
Ingest Preprocesses data before storing it in the cluster. Runs ingest pipelines to transform data before adding it to an index. If you plan to ingest large amounts of data and run complex ingest pipelines, we recommend using dedicated ingest nodes. You can also choose to offload indexing from data nodes so that data nodes are dedicated to search and aggregation.
Coordinating Delegates client requests to shards on data nodes, collects and aggregates results into a final result, and sends that result back to the client. A pair of dedicated coordinating-only nodes can prevent bottlenecks in high-search-volume workloads. We recommend using CPUs with as many cores as possible.
Dynamic Delegates specific nodes to custom tasks, such as machine learning (ML) tasks, preventing resource consumption from data nodes and thus not affecting any OpenSearch functionality.

Prerequisites

Basic Information and Compatibility

Note

The following configuration information is for Guance and high availability OpenSearch deployment scenarios.

Hostname IP Address Role K8s Configuration Data Disk Storage
k8s-master 192.168.100.101 k8s, master 4 CPU, 16G MEM, 100G DISK
K8s-node01 192.168.100.102 k8s, node01 4 CPU, 16G MEM, 100G DISK
K8s-node02 192.168.100.103 k8s, node02 4 CPU, 16G MEM, 100G DISK
K8s-node03 192.168.100.104 k8s, node03 4 CPU, 16G MEM, 100G DISK
K8s-node04 192.168.100.105 opensearch, master, coordinating 4 CPU, 16G MEM, 100G DISK /data:20G
K8s-node05 192.168.100.106 opensearch, master, coordinating 4 CPU, 16G MEM, 100G DISK /data:20G
K8s-node06 192.168.100.107 opensearch, master, coordinating 4 CPU, 16G MEM, 100G DISK /data:20G
K8s-node07 192.168.100.108 opensearch, data 8 CPU, 32G MEM, 100G DISK /data:1T
K8s-node08 192.168.100.109 opensearch, data 8 CPU, 32G MEM, 100G DISK /data:1T
K8s-node09 192.168.100.110 opensearch, data 8 CPU, 32G MEM, 100G DISK /data:1T
Name Description
OpenSearch Version 2.4.1
Supports Offline Installation Yes
Supported Architectures amd64/arm64

Default Configuration

OpenSearch URL opensearch-cluster-client.middleware
OpenSearch Port 9200
OpenSearch Account openes/kJMerxk3PwqQ
Master JVM Size 2G
Client JVM Size 4G
Data JVM Size 20G

Installation Steps

Since OpenSearch is resource-intensive and requires exclusive cluster resources, we need to configure cluster scheduling in advance.

1. Cluster Labeling

Execute the command to label the cluster:

kubectl label node 192.168.100.105 192.168.100.106  192.168.100.107 openes=masts-client
kubectl label node 192.168.100.108 192.168.100.109 192.168.100.110  openes=data

Check the labels:

kubectl get nodes --show-labels  | grep 'openes'

2. Cluster Tainting

Execute the command to set cluster taints:

kubectl taint node 192.168.100.105 192.168.100.106  192.168.100.107 192.168.100.108 192.168.100.109 192.168.100.110 app=openes:NoExecute

3. Set OpenEBS StorageClass (Optional)

Refer to the OpenEBS documentation: OpenEBS Deployment

If using a public cloud, refer to the public cloud storage block components.

Deploy the following YAML configuration:

apiVersion: storage.k8s.io/v1
allowVolumeExpansion: true
kind: StorageClass
metadata:
  annotations:
    cas.openebs.io/config: |
      - name: StorageType
        value: "hostpath"
      - name: BasePath
        value: "/data"
  name: openebs-data
provisioner: openebs.io/local
reclaimPolicy: Retain
volumeBindingMode: WaitForFirstConsumer

Ensure the /data directory has sufficient disk capacity.

4. Download Charts Package

helm pull opensearch-cluster --repo https://pubrepo.guance.com/chartrepo/dataflux-chart  --untar

5. Modify Value Configuration

Modify the values.yaml in the opensearch-cluster directory.

Modify the opensearchJavaOpts, nodeSelector, tolerations, and storageClass parameters for each role.

Set according to actual conditions, pay attention to file format. For the resource limits of each role, you can set them according to actual conditions. replicas should be an odd number to prevent split-brain.

opensearch-master:
...
  replicas: 3
  opensearchJavaOpts: "-Xmx2g -Xms2g" 
  nodeSelector:
    openes: masts-client # client and master are on the same machine
  tolerations:
  - effect: NoExecute
    key: app
    operator: Equal
    value: openes  
  persistence:
    ...
    storageClass: openebs-data 

opensearch-client:
...
  replicas: 3
  opensearchJavaOpts: "-Xmx2g -Xms2g" 
  nodeSelector:
    openes: masts-client # client and master are on the same machine
  tolerations:
  - effect: NoExecute
    key: app
    operator: Equal
    value: openes  
  persistence:
    ...
    storageClass: openebs-data 

opensearch-data:
...
  replicas: 3
  opensearchJavaOpts: "-Xmx20g -Xms20g" 
  nodeSelector:
    openes: data
  tolerations:
  - effect: NoExecute
    key: app
    operator: Equal
    value: openes    
  persistence:
    ...
    storageClass: openebs-data     

6. Helm Installation

Remember to execute in the opensearch-cluster directory.

helm install opensearch-cluster -n middleware ./ --create-namespace

Output:

Release "opensearch-cluster" has been installed. Happy Helming!
NAME: opensearch-cluster
LAST DEPLOYED: Wed Nov  2 20:26:16 2022
NAMESPACE: middleware
STATUS: deployed
REVISION: 1
TEST SUITE: None

7. Verify Deployment and Configuration

7.1 Check Container Status

kubectl get pods -A -l     app.kubernetes.io/instance=opensearch-cluster

Output:

NAMESPACE    NAME                          READY   STATUS    RESTARTS   AGE
middleware   opensearch-cluster-client-0   1/1     Running   0          63m
middleware   opensearch-cluster-client-1   1/1     Running   0          4m52s
middleware   opensearch-cluster-client-2   1/1     Running   0          4m47s
middleware   opensearch-cluster-data-0     1/1     Running   0          63m
middleware   opensearch-cluster-data-1     1/1     Running   0          63m
middleware   opensearch-cluster-data-2     1/1     Running   0          63m
middleware   opensearch-cluster-master-0   1/1     Running   0          63m
middleware   opensearch-cluster-master-1   1/1     Running   0          63m
middleware   opensearch-cluster-master-2   1/1     Running   0          4m31s

Running indicates successful deployment.

7.2 Create User

kJMerxk3PwqQ is the set password, you can customize it.

kubectl exec -ti -n middleware opensearch-cluster-client-0 -c opensearch-client \
    -- curl -X PUT -u admin:admin  http://127.0.0.1:9200/_plugins/_security/api/internalusers/openes \
    -H  'Content-Type: application/json' \
    -d '{"password": "kJMerxk3PwqQ","opendistro_security_roles": ["all_access"]}'

Output:

{"status":"CREATED","message":"'openes' created."}

7.3 Verify User

If the user creation modifies the default password in the document, please modify the command.

Execute the following command:

kubectl exec -ti -n middleware opensearch-cluster-client-0 -c opensearch-client -- curl -u openes:kJMerxk3PwqQ  http://127.0.0.1:9200/_cat/indices

Output:

green open security-auditlog-2022.11.02 bwpC6JXiTzeqcC9YT8vksg 1 1  3 0  87.7kb 43.8kb
green open .kibana_1                    D_GsZGbKT0aIGEGkhnTajg 1 1  0 0    416b   208b
green open .opendistro_security         _723x9PCQZO8BosxrG_2cg 1 2 10 0 182.1kb 78.7kb

Uninstallation

helm uninstall opensearch-cluster -n middleware 

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