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node-tool docs
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2 changes: 2 additions & 0 deletions docs/reference/commands/index.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -13,6 +13,7 @@ tasks from the command line:
* <<saml-metadata>>
* <<setup-passwords>>
* <<shard-tool>>
* <<node-tool>>
* <<syskeygen>>
* <<users-command>>

Expand All @@ -24,5 +25,6 @@ include::migrate-tool.asciidoc[]
include::saml-metadata.asciidoc[]
include::setup-passwords.asciidoc[]
include::shard-tool.asciidoc[]
include::node-tool.asciidoc[]
include::syskeygen.asciidoc[]
include::users-command.asciidoc[]
197 changes: 197 additions & 0 deletions docs/reference/commands/node-tool.asciidoc
Original file line number Diff line number Diff line change
@@ -0,0 +1,197 @@
[[node-tool]]
== elasticsearch-node

Sometimes {es} nodes are temporarily stopped, perhaps because of the need to
perform some maintenance activity or perhaps because of a hardware failure.
Once the temporary condition has been resolved you should restart the node and
it will rejoin the cluster and continue normally. Depending on your
configuration, your cluster may be able to remain completely available even
while one or more of its nodes are stopped.

Sometimes it might not be possible to restart a node after it has stopped. For
example, the node's host may suffer from a hardware problem that cannot be
repaired. If the cluster is still available then you can start up
a fresh node on another host and {es} will bring this node into the cluster in place
of the failed node.

Each node stores its data in the data directories defined by the
<<path-settings,`path.data` setting>>. This means that in a disaster you can
also restart a node by moving its data directories to another host, presuming
that those data directories can be recovered from the faulty host. Note that it
is not possible to restore the data directory from a backup because this will
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@DaveCTurner Not sure what you mean by "is not possible to restore the data directory from a backup".
If you copy full data folder to another node, this node will be indistinguishable from the previous node.

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Copying the literal data directory of the dead node somewhere else, post-mortem, is ok, but restoring from a backup (which could be who-knows-how stale) is decidedly not. We occasionally see people taking backups of their data directories and causing hassle when they discover that they can't restore from such things, and I saw a risk that this paragraph might be interpreted wrongly by those kinds of people.

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@DaveCTurner Now I see what you mean, can we re-phrase it like "Note that if you have previously taken a backup of the data folder of the stopped node, you can not restore from it, you need a data folder state at the moment this node was stopped"

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The trouble with the phrase "if you have previously taken a backup of the data folder" is that it suggests this is a thing you might try and do, and I think we should avoid making that suggestion. Technically you can't take a backup of the data folder: a backup from which you cannot ever safely restore isn't really a backup at all 🤔.

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@DaveCTurner I agree. In this case, probably it makes sense to remove this sentence at all because it's confusing?
Also, the better place for explaining that there is no reason to copy data folders because it's not possible to restore from them is on the snapshot page.

lead to data corruption. Backups of an {es} cluster can only be taken using
<<modules-snapshots>>.

{es} <<modules-discovery-quorums,requires a response from a majority of the
master-eligible nodes>> in order to elect a master and to update the cluster
state. This means that if you have three master-eligible nodes then the cluster
will remain available even if one of them has failed. However if two of the
three master-eligible nodes fail then the cluster will be unavailable until at
least one of them is restarted.

In very rare circumstances it may not be possible to restart enough nodes to
restore the cluster's availability. If such a disaster occurs then you should
build a new cluster from a recent snapshot, and re-import any data that was
ingested since that snapshot was taken.

However, if the disaster is serious enough then it may not be possible to
recover from a recent snapshot either. Unfortunately in this case there is no
way forward that does not risk data loss, but it may be possible to use the
`elasticsearch-node` tool to unsafely bring the cluster back online.

This tool has two modes, depending on whether there are any master-eligible
nodes remaining or not:

* `elastisearch-node unsafe-bootstap` can be used if there is at least one
remaining master-eligible node. It allows you to force one of the remaining
nodes to become the elected master on its own.

* `elastisearch-node detach-cluster` can be used if there are no remaining
master-eligible nodes. It allows you to detach any remaining data nodes from
the old, failed, cluster so they can join a new cluster.

[float]
=== Unsafe cluster bootstrapping

If there is at least one remaining master-eligible node, but it is not possible
to restart a majority of them, then the `elasticsearch-node unsafe-bootstrap`
command will unsafely override the cluster's <<modules-discovery-voting,voting
configuration>> as if performing another
<<modules-discovery-bootstrap-cluster,cluster bootstrapping process>>, allowing
the target node to become the elected master without needing a response from
any other nodes. This can lead to arbitrary data loss since the chosen node may
not hold the latest cluster metadata, and this out-of-date metadata may make it
impossible to use some or all of the indices in the cluster.

When you run the `elasticsearch-node unsafe-bootstrap` tool it will analyse the
state of the node and ask for confirmation before taking any action. Before
asking for confirmation it reports the term and version of the cluster state on
the node on which it runs as follows:

[source,txt]
----
Current node cluster state (term, version) pair is (4, 12)
----

If you have a choice of nodes on which to run this tool then you should pick
one with a term that is as large as possible, and if there are multiple nodes
with the same term then you should pick the one with the largest version. This
identifies the node with the freshest cluster state, minimising the quantity of
data that might be lost. For example, if the first node reports `(4, 12)` and a
second node reports `(5, 3)`, then the second node is preferred since its term
is larger. However if the second node reports `(3, 17)` then the first node is
preferred since its term is larger. If the second node reports `(4, 10)` then
it has the same term as the first node, but has a smaller version, so the first
node is preferred.

[WARNING]
Execution of this command can lead to arbitrary data loss. Only run this tool
if you understand and accept the possible consequences and have exhausted all
other possibilities for recovery of your cluster.

The sequence of operations for using this tool are as follows:

1. Make sure you have really lost access to at least half of the
master-eligible nodes in the cluster, and they cannot be repaired or recovered
by moving their data paths to healthy hardware.
2. Stop **all** remaining master-eligible nodes.
3. Select one of the remaining master-eligible nodes to become the new elected
master as described above.
4. On this node, run the `elasticsearch-node unsafe-bootstrap` command as shown
below. Verify that the tool reported `Master node was successfully
bootstrapped`.
5. Start this node and verify that it is elected as the master node.
6. Start all other master-eligible nodes and verify that each one joins the
cluster.
7. Any running master-ineligible nodes will automatically join the
newly-elected master. Restart any previously-stopped nodes and verify that the
cluster is now fully-formed.
8. Investigate the data in the cluster to discover if any was lost during this
process.

[WARNING]
When you run the tool it will make sure that the node that is being used to
bootstrap the cluster is not running. It is important that all other
master-eligible nodes are also stopped while this tool is running, but the tool
does not check this.

[NOTE]
The message `Master node was successfully bootstrapped` does not mean that
there has been no data loss, it just means that tool was able to complete its
job.

As an example, suppose your cluster had five master-eligible nodes and you have
permanently lost three of them, leaving two nodes remaining.

* Run the tool on the first remaining node, but answer `n` at the confirmation
step.

[source,txt]
----
node_1$ ./bin/elasticsearch-node unsafe-bootstrap

WARNING: Elasticsearch MUST be stopped before running this tool.

Current node cluster state (term, version) pair is (4, 12)

You should run this tool only if you have permanently lost half
or more of the master-eligible nodes, and you cannot restore the cluster
from a snapshot. This tool can result in arbitrary data loss and
should be the last resort.
If you have multiple survived master eligible nodes, consider running
this tool on the node with the highest cluster state (term, version) pair.
Do you want to proceed?

Confirm [y/N] n
----

* Run the tool on the second remaining node, and again answer `n` at the
confirmation step.

[source,txt]
----
node_2$ ./bin/elasticsearch-node unsafe-bootstrap

WARNING: Elasticsearch MUST be stopped before running this tool.

Current node cluster state (term, version) pair is (5, 3)

You should run this tool only if you have permanently lost half
or more of the master-eligible nodes, and you cannot restore the cluster
from a snapshot. This tool can result in arbitrary data loss and
should be the last resort.
If you have multiple survived master eligible nodes, consider running
this tool on the node with the highest cluster state (term, version) pair.
Do you want to proceed?

Confirm [y/N] n
----

* Since the second node has a greater term it has a fresher cluster state, so
it is better to unsafely bootstrap the cluster using this node:

[source,txt]
----
node_2$ ./bin/elasticsearch-node unsafe-bootstrap

WARNING: Elasticsearch MUST be stopped before running this tool.

Current node cluster state (term, version) pair is (5, 3)

You should run this tool only if you have permanently lost half
or more of the master-eligible nodes, and you cannot restore the cluster
from a snapshot. This tool can result in arbitrary data loss and
should be the last resort.
If you have multiple survived master eligible nodes, consider running
this tool on the node with the highest cluster state (term, version) pair.
Do you want to proceed?

Confirm [y/N] y
Master node was successfully bootstrapped
----

[float]
=== Detach cluster
To be described