22[[snapshot-repositories]]
33== Snapshot and Restore
44
5- *Snapshot and Restore* enables you to backup your {es}
6- indices and clusters using data and state snapshots.
7- Snapshots are important because they provide a copy of your data in case
5+ *Snapshot and Restore* enables you to backup your {es}
6+ indices and clusters using data and state snapshots.
7+ Snapshots are important because they provide a copy of your data in case
88something goes wrong. If you need to roll back to an older version of your data,
99you can restore a snapshot from the repository.
1010
11- You’ll find *Snapshot and Restore* under *Management > Elasticsearch*.
11+ You’ll find *Snapshot and Restore* under *Management > Elasticsearch*.
1212With this UI, you can:
1313
1414* Register a repository for storing your snapshots
@@ -20,29 +20,42 @@ With this UI, you can:
2020[role="screenshot"]
2121image:management/snapshot-restore/images/snapshot_list.png["Snapshot list"]
2222
23- Before using this feature, you should be familiar with how snapshots work.
24- {ref}/snapshot-restore.html[Snapshot and Restore] is a good source for
23+ Before using this feature, you should be familiar with how snapshots work.
24+ {ref}/snapshot-restore.html[Snapshot and Restore] is a good source for
2525more detailed information.
2626
27+ [float]
28+ [[snapshot-permissions]]
29+ === Required permissions
30+ The minimum required permissions to access *Snapshot and Restore* include:
31+
32+ * Cluster privileges: `monitor`, `manage_slm`, `cluster:admin/snapshot`, and `cluster:admin/repository`
33+ * Index privileges: `all` on the `monitor` index if you want to access content in the *Restore Status* tab
34+
35+ You can add these privileges in *Management > Security > Roles*.
36+
37+ [role="screenshot"]
38+ image:management/snapshot-restore/images/snapshot_permissions.png["Edit Role"]
39+
2740[float]
2841[[kib-snapshot-register-repository]]
2942=== Register a repository
30- A repository is where your snapshots live. You must register a snapshot
31- repository before you can perform snapshot and restore operations.
43+ A repository is where your snapshots live. You must register a snapshot
44+ repository before you can perform snapshot and restore operations.
3245
33- If you don't have a repository, Kibana walks you through the process of
34- registering one.
46+ If you don't have a repository, Kibana walks you through the process of
47+ registering one.
3548{kib} supports three repository types
36- out of the box: shared file system, read-only URL, and source-only.
37- For more information on these repositories and their settings,
49+ out of the box: shared file system, read-only URL, and source-only.
50+ For more information on these repositories and their settings,
3851see {ref}/snapshots-register-repository.html[Repositories].
39- To use other repositories, such as S3, see
52+ To use other repositories, such as S3, see
4053{ref}/snapshots-register-repository.html#snapshots-repository-plugins[Repository plugins].
4154
4255
43- Once you create a repository, it is listed in the *Repositories*
44- view.
45- Click a repository name to view its type, number of snapshots, and settings,
56+ Once you create a repository, it is listed in the *Repositories*
57+ view.
58+ Click a repository name to view its type, number of snapshots, and settings,
4659and to verify status.
4760
4861[role="screenshot"]
@@ -53,46 +66,46 @@ image:management/snapshot-restore/images/repository_list.png["Repository list"]
5366[[kib-view-snapshot]]
5467=== View your snapshots
5568
56- A snapshot is a backup taken from a running {es} cluster. You'll find an overview of
57- your snapshots in the *Snapshots* view, and you can drill down
69+ A snapshot is a backup taken from a running {es} cluster. You'll find an overview of
70+ your snapshots in the *Snapshots* view, and you can drill down
5871into each snapshot for further investigation.
5972
6073[role="screenshot"]
6174image:management/snapshot-restore/images/snapshot_details.png["Snapshot details"]
6275
63- If you don’t have any snapshots, you can create them from the {kib} <<console-kibana, Console>>. The
76+ If you don’t have any snapshots, you can create them from the {kib} <<console-kibana, Console>>. The
6477{ref}/snapshots-take-snapshot.html[snapshot API]
65- takes the current state and data in your index or cluster, and then saves it to a
66- shared repository.
78+ takes the current state and data in your index or cluster, and then saves it to a
79+ shared repository.
6780
68- The snapshot process is "smart." Your first snapshot is a complete copy of
81+ The snapshot process is "smart." Your first snapshot is a complete copy of
6982the data in your index or cluster.
70- All subsequent snapshots save the changes between the existing snapshots and
83+ All subsequent snapshots save the changes between the existing snapshots and
7184the new data.
7285
7386[float]
7487[[kib-restore-snapshot]]
7588=== Restore a snapshot
7689
77- The information stored in a snapshot is not tied to a specific
90+ The information stored in a snapshot is not tied to a specific
7891cluster or a cluster name. This enables you to
79- restore a snapshot made from one cluster to another cluster. You might
92+ restore a snapshot made from one cluster to another cluster. You might
8093use the restore operation to:
8194
8295* Recover data lost due to a failure
8396* Migrate a current Elasticsearch cluster to a new version
8497* Move data from one cluster to another cluster
8598
86- To get started, go to the *Snapshots* view, find the
87- snapshot, and click the restore icon in the *Actions* column.
99+ To get started, go to the *Snapshots* view, find the
100+ snapshot, and click the restore icon in the *Actions* column.
88101The Restore wizard presents
89- options for the restore operation, including which
102+ options for the restore operation, including which
90103indices to restore and whether to modify the index settings.
91- You can restore an existing index only if it’s closed and has the same
104+ You can restore an existing index only if it’s closed and has the same
92105number of shards as the index in the snapshot.
93106
94107Once you initiate the restore, you're navigated to the *Restore Status* view,
95- where you can track the current state for each shard in the snapshot.
108+ where you can track the current state for each shard in the snapshot.
96109
97110[role="screenshot"]
98111image:management/snapshot-restore/images/snapshot-restore.png["Snapshot details"]
@@ -102,26 +115,26 @@ image:management/snapshot-restore/images/snapshot-restore.png["Snapshot details"
102115[[kib-snapshot-policy]]
103116=== Create a snapshot lifecycle policy
104117
105- Use a {ref}/snapshot-lifecycle-management-api.html[snapshot lifecycle policy]
106- to automate the creation and deletion
118+ Use a {ref}/snapshot-lifecycle-management-api.html[snapshot lifecycle policy]
119+ to automate the creation and deletion
107120of cluster snapshots. Taking automatic snapshots:
108121
109122* Ensures your {es} indices and clusters are backed up on a regular basis
110- * Ensures a recent and relevant snapshot is available if a situation
123+ * Ensures a recent and relevant snapshot is available if a situation
111124arises where a cluster needs to be recovered
112- * Allows you to manage your snapshots in {kib}, instead of using a
125+ * Allows you to manage your snapshots in {kib}, instead of using a
113126third-party tool
114-
115- If you don’t have any snapshot policies, follow the
116- *Create policy* wizard. It walks you through defining
117- when and where to take snapshots, the settings you want,
127+
128+ If you don’t have any snapshot policies, follow the
129+ *Create policy* wizard. It walks you through defining
130+ when and where to take snapshots, the settings you want,
118131and how long to retain snapshots.
119132
120133[role="screenshot"]
121134image:management/snapshot-restore/images/snapshot-retention.png["Snapshot details"]
122135
123136An overview of your policies is on the *Policies* view.
124- You can drill down into each policy to examine its settings and last successful and failed run.
137+ You can drill down into each policy to examine its settings and last successful and failed run.
125138
126139You can perform the following actions on a snapshot policy:
127140
@@ -139,8 +152,8 @@ image:management/snapshot-restore/images/create-policy.png["Snapshot details"]
139152=== Delete a snapshot
140153
141154Delete snapshots to manage your repository storage space.
142- Find the snapshot in the *Snapshots* view and click the trash icon in the
143- *Actions* column. To delete snapshots in bulk, select their checkboxes,
155+ Find the snapshot in the *Snapshots* view and click the trash icon in the
156+ *Actions* column. To delete snapshots in bulk, select their checkboxes,
144157and then click *Delete snapshots*.
145158
146159[[snapshot-repositories-example]]
@@ -159,10 +172,10 @@ Ready to try *Snapshot and Restore*? In this tutorial, you'll learn to:
159172
160173==== Before you begin
161174
162- This example shows you how to register a shared file system repository
175+ This example shows you how to register a shared file system repository
163176and store snapshots.
164- Before you begin, you must register the location of the repository in the
165- {ref}/snapshots-register-repository.html#snapshots-filesystem-repository[path.repo] setting on
177+ Before you begin, you must register the location of the repository in the
178+ {ref}/snapshots-register-repository.html#snapshots-filesystem-repository[path.repo] setting on
166179your master and data nodes. You can do this in one of two ways:
167180
168181* Edit your `elasticsearch.yml` to include the `path.repo` setting.
@@ -175,14 +188,14 @@ your master and data nodes. You can do this in one of two ways:
175188[[register-repo-example]]
176189==== Register a repository
177190
178- Use *Snapshot and Restore* to register the repository where your snapshots
179- will live.
191+ Use *Snapshot and Restore* to register the repository where your snapshots
192+ will live.
180193
181194. Go to *Management > Elasticsearch > Snapshot and Restore*.
182195. Click *Register a repository* in either the introductory message or *Repository view*.
183196. Enter a name for your repository, for example, `my_backup`.
184197. Select *Shared file system*.
185- +
198+ +
186199[role="screenshot"]
187200image:management/snapshot-restore/images/register_repo.png["Register repository"]
188201
@@ -205,13 +218,13 @@ Use the {ref}/snapshots-take-snapshot.html[snapshot API] to create a snapshot.
205218[source,js]
206219PUT /_snapshot/my_backup/2019-04-25_snapshot?wait_for_completion=true
207220+
208- In this example, the snapshot name is `2019-04-25_snapshot`. You can also
221+ In this example, the snapshot name is `2019-04-25_snapshot`. You can also
209222use {ref}/date-math-index-names.html[date math expression] for the snapshot name.
210223+
211224[role="screenshot"]
212225image:management/snapshot-restore/images/create_snapshot.png["Create snapshot"]
213226
214- . Return to *Snapshot and Restore*.
227+ . Return to *Snapshot and Restore*.
215228+
216229Your new snapshot is available in the *Snapshots* view.
217230
@@ -223,7 +236,7 @@ using the repository created in the previous example.
223236
224237. Open the *Policies* view.
225238. Click *Create a policy*.
226- +
239+ +
227240[role="screenshot"]
228241image:management/snapshot-restore/images/create-policy-example.png["Create policy wizard"]
229242
@@ -288,17 +301,16 @@ Finally, you'll restore indices from an existing snapshot.
288301|*Index settings* |
289302
290303|Modify index settings
291- |Toggle to overwrite index settings when they are restored,
304+ |Toggle to overwrite index settings when they are restored,
292305or leave in place to keep existing settings.
293306
294307|Reset index settings
295- |Toggle to reset index settings back to the default when they are restored,
308+ |Toggle to reset index settings back to the default when they are restored,
296309or leave in place to keep existing settings.
297310|===
298311
299312. Review your restore settings, and then click *Restore snapshot*.
300313+
301- The operation loads for a few seconds,
302- and then you’re navigated to *Restore Status*,
314+ The operation loads for a few seconds,
315+ and then you’re navigated to *Restore Status*,
303316where you can monitor the status of your restored indices.
304-
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