Narrower width, hide contributing on small sizes, increase code sample size

Add `.x` suffix to versions selector

README.md

@@ -196,17 +196,17 @@ If you're making major changes to the documentation and need to see the rendered
 ## New releases
 
 1. Branch.
-1. Change the `opensearch_version` and `opensearch_major_minor_version` variables in `_config.yml`.
+1. Change the `opensearch_version`, `opensearch_major_minor_version`, and `lucene_version` variables in `_config.yml`.
 1. Start up a new cluster using the updated Docker Compose file in `docs/install/docker.md`.
 1. Update the version table in `version-history.md`.
 
-   Use `curl -XGET https://localhost:9200 -u admin:admin -k` to verify the OpenSearch version.
+   Use `curl -XGET https://localhost:9200 -u admin:admin -k` to verify the OpenSearch and Lucene versions.
 
-1. Update the plugin compatibility table in `docs/install/plugin.md`.
+1. Update the plugin compatibility table in `_opensearch/install/plugin.md`.
 
    Use `curl -XGET https://localhost:9200/_cat/plugins -u admin:admin -k` to get the correct version strings.
 
-1. Update the plugin compatibility table in `docs/opensearch-dashboards/plugins.md`.
+1. Update the plugin compatibility table in `_dashboards/install/plugins.md`.
 
    Use `docker ps` to find the ID for the OpenSearch Dashboards node. Then use `docker exec -it <opensearch-dashboards-node-id> /bin/bash` to get shell access. Finally, run `./bin/opensearch-dashboards-plugin list` to get the plugins and version strings.
 

_clients/go.md

@@ -0,0 +1,145 @@
+---
+layout: default
+title: Go client
+nav_order: 80
+---
+
+# Go client
+
+The OpenSearch Go client lets you connect your Go application with the data in your OpenSearch cluster.
+
+
+## Setup
+
+If you're creating a new project:
+
+```go
+go mod init
+```
+
+To add the client to your project, import it like any other module:
+
+```go
+go get github.com/opensearch-project/opensearch-go
+```
+
+## Sample code
+
+This sample code creates a client, adds an index with non-default settings, inserts a document, searches for the document, deletes the document, and finally deletes the index:
+
+```go
+package main
+import (
+    "os"
+    "context"
+    "crypto/tls"
+    "fmt"
+    opensearch "github.com/opensearch-project/opensearch-go"
+    opensearchapi "github.com/opensearch-project/opensearch-go/opensearchapi"
+    "net/http"
+    "strings"
+)
+const IndexName = "go-test-index1"
+func main() {
+    // Initialize the client with SSL/TLS enabled.
+    client, err := opensearch.NewClient(opensearch.Config{
+        Transport: &http.Transport{
+            TLSClientConfig: &tls.Config{InsecureSkipVerify: true},
+        },
+        Addresses: []string{"https://localhost:9200"},
+        Username:  "admin", // For testing only. Don't store credentials in code.
+        Password:  "admin",
+    })
+    if err != nil {
+        fmt.Println("cannot initialize", err)
+        os.Exit(1)
+    }
+
+    // Print OpenSearch version information on console.
+    fmt.Println(client.Info())
+
+    // Define index mapping.
+    mapping := strings.NewReader(`{
+     'settings': {
+       'index': {
+            'number_of_shards': 4
+            }
+          }
+     }`)
+
+    // Create an index with non-default settings.
+    res := opensearchapi.CreateRequest{
+        Index: IndexName,
+        Body:  mapping,
+    }
+    fmt.Println("creating index", res)
+
+    // Add a document to the index.
+    document := strings.NewReader(`{
+        "title": "Moneyball",
+        "director": "Bennett Miller",
+        "year": "2011"
+    }`)
+
+    docId := "1"
+    req := opensearchapi.IndexRequest{
+        Index:      IndexName,
+        DocumentID: docId,
+        Body:       document,
+    }
+    insertResponse, err := req.Do(context.Background(), client)
+    if err != nil {
+        fmt.Println("failed to insert document ", err)
+        os.Exit(1)
+    }
+    fmt.Println(insertResponse)
+
+    // Search for the document.
+    content := strings.NewReader(`{
+       "size": 5,
+       "query": {
+           "multi_match": {
+           "query": "miller",
+           "fields": ["title^2", "director"]
+           }
+      }
+    }`)
+
+    search := opensearchapi.SearchRequest{
+        Body: content,
+    }
+
+    searchResponse, err := search.Do(context.Background(), client)
+    if err != nil {
+        fmt.Println("failed to search document ", err)
+        os.Exit(1)
+    }
+    fmt.Println(searchResponse)
+
+    // Delete the document.
+    delete := opensearchapi.DeleteRequest{
+        Index:      IndexName,
+        DocumentID: docId,
+    }
+
+    deleteResponse, err := delete.Do(context.Background(), client)
+    if err != nil {
+        fmt.Println("failed to delete document ", err)
+        os.Exit(1)
+    }
+    fmt.Println("deleting document")
+    fmt.Println(deleteResponse)
+
+    // Delete previously created index.
+    deleteIndex := opensearchapi.IndicesDeleteRequest{
+        Index: []string{IndexName},
+    }
+
+    deleteIndexResponse, err := deleteIndex.Do(context.Background(), client)
+    if err != nil {
+        fmt.Println("failed to delete index ", err)
+        os.Exit(1)
+    }
+    fmt.Println("deleting index", deleteIndexResponse)
+}
+```

_clients/grafana.md

@@ -0,0 +1,10 @@
+---
+layout: default
+title: Grafana
+nav_order: 150
+has_children: false
+---
+
+# Grafana support
+
+Grafana has a data source plugin that lets you explore and visualize your OpenSearch data. For information on getting started with the plugin, see the [Grafana overview page](https://grafana.com/grafana/plugins/grafana-opensearch-datasource/).

_clients/index.md

@@ -9,6 +9,20 @@ redirect_from:
 
 # OpenSearch client compatibility
 
+OpenSearch provides clients for several popular programming languages, with more coming. In general, clients are compatible with clusters running the same major version of OpenSearch (`major.minor.patch`).
+
+For example, a 1.0.0 client works with an OpenSearch 1.1.0 cluster, but might not support any non-breaking API changes in OpenSearch 1.1.0. A 1.2.0 client works with the same cluster, but might allow you to pass unsupported options in certain functions. We recommend using the same version for both, but if your tests pass after a cluster upgrade, you don't necessarily need to upgrade your clients immediately.
+
+{% comment %}
+* [OpenSearch Java client]({{site.url}}{{site.baseurl}}/clients/java/)
+{% endcomment %}
+* [OpenSearch Python client]({{site.url}}{{site.baseurl}}/clients/python/)
+* [OpenSearch JavaScript (Node.js) client]({{site.url}}{{site.baseurl}}/clients/javascript/)
+* [OpenSearch Go client]({{site.url}}{{site.baseurl}}/clients/go/)
+
+
+## Legacy clients
+
 Most clients that work with Elasticsearch OSS 7.10.2 *should* work with OpenSearch, but the latest versions of those clients might include license or version checks that artificially break compatibility. This page includes recommendations around which versions of those clients to use for best compatibility with OpenSearch.
 
 Client | Recommended version
@@ -18,7 +32,7 @@ Client | Recommended version
 [Python Elasticsearch client](https://pypi.org/project/elasticsearch/7.13.4/) | 7.13.4
 [Elasticsearch Node.js client](https://www.npmjs.com/package/@elastic/elasticsearch/v/7.13.0) | 7.13.0
 
-Clients exist for a wide variety of languages, so if you test a client and verify that it works, please [submit a PR](https://github.com/opensearch-project/documentation-website/pulls) and add it to this table.
+If you test a legacy client and verify that it works, please [submit a PR](https://github.com/opensearch-project/documentation-website/pulls) and add it to this table.
 
 
 {% comment %}

_clients/java-rest-high-level.md

@@ -1,10 +1,10 @@
 ---
 layout: default
-title: Java high-level REST client
-nav_order: 97
+title: Elasticsearch OSS Java high-level REST client
+nav_order: 60
 ---
 
-# Java high-level REST client
+# Elasticsearch OSS Java high-level REST client
 
 The Elasticsearch OSS Java high-level REST client allows you to interact with your OpenSearch clusters and indices through Java methods and data structures rather than HTTP methods and JSON.
 
@@ -22,7 +22,7 @@ To start using the Elasticsearch OSS Java high-level REST client, ensure that yo
 </dependency>
 ```
 
-You can now start your OpenSearch cluster. The 7.10.2 high-level REST client works with the 1.x versions of OpenSearch.
+You can now start your OpenSearch cluster. The 7.10.2 Elasticsearch OSS high-level REST client works with the 1.x versions of OpenSearch.
 
 ## Sample code
 
@@ -93,7 +93,7 @@ public class RESTClientSample {
     HashMap<String, Object> mapping = new HashMap<String, Object>();
     mapping.put("properties", ageMapping);
     createIndexRequest.mapping(mapping);
-    CreateIndexResponse createIndexResponse = client.indices().create(createIndexRequest, RequestOptions.DEFAULT
+    CreateIndexResponse createIndexResponse = client.indices().create(createIndexRequest, RequestOptions.DEFAULT);
 
     //Adding data to the index.
     IndexRequest request = new IndexRequest("custom-index"); //Add a document to the custom-index we created.

_clients/javascript.md

@@ -0,0 +1,141 @@
+---
+layout: default
+title: JavaScript client
+nav_order: 90
+---
+
+# JavaScript client
+
+The OpenSearch JavaScript client provides a safer and easier way to interact with your OpenSearch cluster. Rather than using OpenSearch from the browser and potentially exposing your data to the public, you can build an OpenSearch client that takes care of sending requests to your cluster.
+
+The client contains a library of APIs that let you perform different operations on your cluster and return a standard response body. The example here demonstrates some basic operations like creating an index, adding documents, and searching your data.
+
+## Setup
+
+To add the client to your project, install it from [npm](https://www.npmjs.com):
+
+```bash
+npm install @opensearch-project/opensearch
+```
+
+To install a specific major version of the client, run the following command:
+
+```bash
+npm install @opensearch-project/opensearch@<version>
+```
+
+If you prefer to add the client manually or just want to examine the source code, see [opensearch-js](https://github.com/opensearch-project/opensearch-js) on GitHub.
+
+Then require the client:
+
+```javascript
+const { Client } = require("@opensearch-project/opensearch");
+```
+
+## Sample code
+
+```javascript
+"use strict";
+
+var host = "localhost";
+var protocol = "https";
+var port = 9200;
+var auth = "admin:admin"; // For testing only. Don't store credentials in code.
+var ca_certs_path = "/full/path/to/root-ca.pem";
+
+// Optional client certificates if you don't want to use HTTP basic authentication.
+// var client_cert_path = '/full/path/to/client.pem'
+// var client_key_path = '/full/path/to/client-key.pem'
+
+// Create a client with SSL/TLS enabled.
+var { Client } = require("@opensearch-project/opensearch");
+var fs = require("fs");
+var client = new Client({
+  node: protocol + "://" + auth + "@" + host + ":" + port,
+  ssl: {
+    ca: fs.readFileSync(ca_certs_path),
+    // You can turn off certificate verification (rejectUnauthorized: false) if you're using self-signed certificates with a hostname mismatch.
+    // cert: fs.readFileSync(client_cert_path),
+    // key: fs.readFileSync(client_key_path)
+  },
+});
+
+async function search() {
+  // Create an index with non-default settings.
+  var index_name = "books";
+  var settings = {
+    settings: {
+      index: {
+        number_of_shards: 4,
+        number_of_replicas: 3,
+      },
+    },
+  };
+
+  var response = await client.indices.create({
+    index: index_name,
+    body: settings,
+  });
+
+  console.log("Creating index:");
+  console.log(response.body);
+
+  // Add a document to the index.
+  var document = {
+    title: "The Outsider",
+    author: "Stephen King",
+    year: "2018",
+    genre: "Crime fiction",
+  };
+
+  var id = "1";
+
+  var response = await client.index({
+    id: id,
+    index: index_name,
+    body: document,
+    refresh: true,
+  });
+
+  console.log("Adding document:");
+  console.log(response.body);
+
+  // Search for the document.
+  var query = {
+    query: {
+      match: {
+        title: {
+          query: "The Outsider",
+        },
+      },
+    },
+  };
+
+  var response = await client.search({
+    index: index_name,
+    body: query,
+  });
+
+  console.log("Search results:");
+  console.log(response.body.hits);
+
+  // Delete the document.
+  var response = await client.delete({
+    index: index_name,
+    id: id,
+  });
+
+  console.log("Deleting document:");
+  console.log(response.body);
+
+  // Delete the index.
+  var response = await client.indices.delete({
+    index: index_name,
+  });
+
+  console.log("Deleting index:");
+  console.log(response.body);
+}
+
+search().catch(console.log);
+```

_clients/python.md

@@ -0,0 +1,128 @@
+---
+layout: default
+title: Python client
+nav_order: 70
+---
+
+# Python client
+
+The OpenSearch Python client provides a more natural syntax for interacting with your cluster. Rather than sending HTTP requests to a given URL, you can create an OpenSearch client for your cluster and call the client's built-in functions.
+
+{% comment %}
+`opensearch-py` is the lower-level of the two Python clients. If you want a general client for assorted operations, it's a great choice. If you want a higher-level client strictly for indexing and search operations, consider [opensearch-dsl-py]({{site.url}}{{site.baseurl}}/clients/python-dsl/).
+{% endcomment %}
+
+
+## Setup
+
+To add the client to your project, install it using [pip](https://pip.pypa.io/):
+
+```bash
+pip install opensearch-py
+```
+
+Then import it like any other module:
+
+```python
+from opensearchpy import OpenSearch
+```
+
+If you prefer to add the client manually or just want to examine the source code, see [opensearch-py on GitHub](https://github.com/opensearch-project/opensearch-py).
+
+
+## Sample code
+
+```python
+from opensearchpy import OpenSearch
+
+host = 'localhost'
+port = 9200
+auth = ('admin', 'admin') # For testing only. Don't store credentials in code.
+ca_certs_path = '/full/path/to/root-ca.pem' # Provide a CA bundle if you use intermediate CAs with your root CA.
+
+# Optional client certificates if you don't want to use HTTP basic authentication.
+# client_cert_path = '/full/path/to/client.pem'
+# client_key_path = '/full/path/to/client-key.pem'
+
+# Create the client with SSL/TLS enabled, but hostname verification disabled.
+client = OpenSearch(
+    hosts = [{'host': host, 'port': port}],
+    http_compress = True, # enables gzip compression for request bodies
+    http_auth = auth,
+    # client_cert = client_cert_path,
+    # client_key = client_key_path,
+    use_ssl = True,
+    verify_certs = True,
+    ssl_assert_hostname = False,
+    ssl_show_warn = False,
+    ca_certs = ca_certs_path
+)
+
+# Create an index with non-default settings.
+index_name = 'python-test-index'
+index_body = {
+  'settings': {
+    'index': {
+      'number_of_shards': 4
+    }
+  }
+}
+
+response = client.indices.create(index_name, body=index_body)
+print('\nCreating index:')
+print(response)
+
+# Add a document to the index.
+document = {
+  'title': 'Moneyball',
+  'director': 'Bennett Miller',
+  'year': '2011'
+}
+id = '1'
+
+response = client.index(
+    index = index_name,
+    body = document,
+    id = id,
+    refresh = True
+)
+
+print('\nAdding document:')
+print(response)
+
+# Search for the document.
+q = 'miller'
+query = {
+  'size': 5,
+  'query': {
+    'multi_match': {
+      'query': q,
+      'fields': ['title^2', 'director']
+    }
+  }
+}
+
+response = client.search(
+    body = query,
+    index = index_name
+)
+print('\nSearch results:')
+print(response)
+
+# Delete the document.
+response = client.delete(
+    index = index_name,
+    id = id
+)
+
+print('\nDeleting document:')
+print(response)
+
+# Delete the index.
+response = client.indices.delete(
+    index = index_name
+)
+
+print('\nDeleting index:')
+print(response)
+```

_config.yml

@@ -5,9 +5,9 @@ baseurl: "/docs" # the subpath of your site, e.g. /blog
 url: "https://opensearch.org" # the base hostname & protocol for your site, e.g. http://example.com
 permalink: /:path/
 
-opensearch_version: 1.0.1
-opensearch_major_minor_version: 1.0
-lucene_version: 8_8_2
+opensearch_version: 1.1.0
+opensearch_major_minor_version: 1.1
+lucene_version: 8_9_0
 
 # Build settings
 markdown: kramdown
@@ -45,6 +45,9 @@ collections:
   im-plugin:
     permalink: /:collection/:path/
     output: true
+  replication-plugin:
+    permalink: /:collection/:path/
+    output: true
   monitoring-plugins:
     permalink: /:collection/:path/
     output: true
@@ -81,6 +84,9 @@ just_the_docs:
     im-plugin:
       name: Index management plugin
       nav_fold: true
+    replication-plugin:
+      name: Replication plugin
+      nav_fold: true
     monitoring-plugins:
       name: Monitoring plugins
       nav_fold: true

_dashboards/install/helm.md

@@ -20,7 +20,7 @@ Resource | Description
 The specification in the default Helm chart supports many standard use cases and setups. You can modify the default chart to configure your desired specifications and set Transport Layer Security (TLS) and role-based access control (RBAC).
 
 For information about the default configuration, steps to configure security, and configurable parameters, see the
-[README](https://github.com/opensearch-project/opensearch-devops/blob/main/Helm/README.md).
+[README](https://github.com/opensearch-project/helm-charts/tree/main/charts).
 
 The instructions here assume you have a Kubernetes cluster with Helm preinstalled. See the [Kubernetes documentation](https://kubernetes.io/docs/setup/) for steps to configure a Kubernetes cluster and the [Helm documentation](https://helm.sh/docs/intro/install/) to install Helm.
 {: .note }

_dashboards/install/plugins.md

@@ -28,6 +28,21 @@ If you don't want to use the all-in-one installation options, you can install th
     </tr>
   </thead>
   <tbody>
+  <tr>
+    <td>1.1.0</td>
+    <td>
+      <pre>alertingDashboards          1.1.0.0
+anomalyDetectionDashboards  1.1.0.0
+ganttChartDashboards        1.1.0.0
+indexManagementDashboards   1.1.0.0
+notebooksDashboards         1.1.0.0
+queryWorkbenchDashboards    1.1.0.0
+reportsDashboards           1.1.0.0
+securityDashboards          1.1.0.0
+traceAnalyticsDashboards    1.1.0.0
+</pre>
+    </td>
+  </tr>
   <tr>
     <td>1.0.1</td>
     <td>

_dashboards/install/tar.md

@@ -14,9 +14,10 @@ nav_order: 30
    ```bash
    # x64
    tar -zxf opensearch-dashboards-{{site.opensearch_version}}-linux-x64.tar.gz
-   cd opensearch-dashboards{% comment %}# ARM64
+   cd opensearch-dashboards
+   # ARM64
    tar -zxf opensearch-dashboards-{{site.opensearch_version}}-linux-arm64.tar.gz
-   cd opensearch-dashboards{% endcomment %}
+   cd opensearch-dashboards
    ```
 
 1. If desired, modify `config/opensearch_dashboards.yml`.
@@ -26,5 +27,3 @@ nav_order: 30
    ```bash
    ./bin/opensearch-dashboards
    ```
-
-1. See the [OpenSearch Dashboards documentation]({{site.url}}{{site.baseurl}}/dashboards/index/).

_data/_alert.yml

@@ -1 +0,0 @@
-message: "🔥 [OpenSearch 1.0 released on July 12th! Get it now!](/downloads.html)"

_data/alert.yml

@@ -0,0 +1 @@
+message: "🌡️ [OpenSearch 1.1.0 arrived October 5 with cross-cluster replication, bucket-level alerting, and much, much more. Grab it here!](/downloads.html)"

_data/versions.json

@@ -0,0 +1,6 @@
+{
+  "current": "1.1",
+  "past": [
+    "1.0"
+  ]
+}

_im-plugin/index-transforms/index.md

@@ -29,7 +29,7 @@ If you don't have any data in your cluster, you can use the sample flight data w
 ### Step 1: Choose indices
 
 1. In the **Job name and description** section, specify a name and an optional description for your job.
-2. In the **Indices** section, select the source and target index. You can either select an existing target index or create a new one by entering a name for your new index. If you want to transform just a subset of your source index, choose **Add Data Filter**, and use the OpenSearch query DSL to specify a subset of your source index. For more information about the OpenSearch query DSL, see [query DSL]({{site.url}}{{site.baseurl}}/opensearch/query-dsl/).
+2. In the **Indices** section, select the source and target index. You can either select an existing target index or create a new one by entering a name for your new index. If you want to transform just a subset of your source index, choose **Edit data filter**, and use the OpenSearch query DSL to specify a subset of your source index. For more information about the OpenSearch query DSL, see [query DSL]({{site.url}}{{site.baseurl}}/opensearch/query-dsl/).
 3. Choose **Next**.
 
 ### Step 2: Select fields to transform

_im-plugin/ism/api.md

@@ -2,7 +2,7 @@
 layout: default
 title: ISM API
 parent: Index State Management
-nav_order: 5
+nav_order: 20
 ---
 
 # ISM API

_im-plugin/ism/index.md

@@ -31,14 +31,21 @@ To get started, choose **Index Management** in OpenSearch Dashboards.
 
 A policy is a set of rules that describes how an index should be managed. For information about creating a policy, see [Policies]({{site.url}}{{site.baseurl}}/im-plugin/ism/policies/).
 
+You can use the JSON editor or visual editor to create policies. Compared to the JSON editor, the visual editor offers a more structured way of defining policies by separating the process into creating error notifications, defining ISM templates, and adding states. We recommend using the visual editor if you want to see pre-defined fields, such as which actions you can assign to a state or under what conditions a state can transition into a destination state.
+
+#### JSON editor
+
 1. Choose the **Index Policies** tab.
 2. Choose **Create policy**.
-3. In the **Name policy** section, enter a policy ID.
-4. In the **Define policy** section, enter your policy.
-5. Choose **Create**.
+3. Choose **JSON editor**.
+4. In the **Name policy** section, enter a policy ID.
+5. In the **Define policy** section, enter your policy.
+6. Choose **Create**.
 
-After you create a policy, your next step is to attach this policy to an index or indices.
-You can set up an `ism_template` in the policy so when you create an index that matches the ISM template pattern, the index will have this policy attached to it:
+After you create a policy, your next step is to attach it to an index or indices.
+You can set up an `ism_template` in the policy so when an index that matches the ISM template pattern is created, the plugin automatically attaches the policy to the index.
+
+The following example demonstrates how to create a policy that automatically gets attached to all indices whose names start with `index_name-`.
 
 ```json
 PUT _plugins/_ism/policies/policy_id

_im-plugin/ism/policies.md

@@ -558,9 +558,11 @@ The following sample template policy is for a rollover use case.
    PUT _index_template/ism_rollover
    {
      "index_patterns": ["log*"],
-     "settings": {
+     "template": {
+      "settings": {
        "plugins.index_state_management.rollover_alias": "log"
-     }
+      }
+    }
    }
    ```
 
@@ -586,6 +588,12 @@ The following sample template policy is for a rollover use case.
    }
    ```
 
+5. Verify if the policy is attached to the `log-000001` index:
+
+   ```json
+   GET _plugins/_ism/explain/log-000001?pretty
+   ```
+
 ## Example policy
 
 The following example policy implements a `hot`, `warm`, and `delete` workflow. You can use this policy as a template to prioritize resources to your indices based on their levels of activity.

_im-plugin/refresh-analyzer/index.md

@@ -1,7 +1,7 @@
 ---
 layout: default
 title: Refresh search analyzer
-nav_order: 40
+nav_order: 50
 has_children: false
 redirect_from: /im-plugin/refresh-analyzer/
 has_toc: false

_im-plugin/security.md

@@ -0,0 +1,41 @@
+---
+layout: default
+title: Index management security
+nav_order: 40
+has_children: false
+---
+
+# Index management security
+
+Using the security plugin with index management lets you limit non-admin users to certain actions. For example, you might want to set up your security such that a group of users can only read ISM policies, while others can create, delete, or change policies.
+
+All index management data are protected as system indices, and only a super admin or an admin with a Transport Layer Security (TLS) certificate can access system indices. For more information, see [System indices]({{site.url}}{{site.baseurl}}/security-plugin/configuration/system-indices).
+
+## Basic permissions
+
+The security plugin comes with one role that offers full access to index management: `index_management_full_access`. For a description of the role's permissions, see [Predefined roles]({{site.url}}{{site.baseurl}}/security-plugin/access-control/users-roles#predefined-roles).
+
+With security enabled, users not only need the correct index management permissions, but they also need permissions to execute actions to involved indices. For example, if a user wants to use the REST API to attach a policy that executes a rollup job to an index named `system-logs`, they would need the permissions to attach a policy and execute a rollup job, as well as access to `system-logs`.
+
+Finally, with the exceptions of Create Policy, Get Policy, and Delete Policy, users also need the `indices:admin/opensearch/ism/managedindex` permission to execute [ISM APIs]({{site.url}}{{site.baseurl}}/im-plugin/ism/api).
+
+## (Advanced) Limit access by backend role
+
+You can use backend roles to configure fine-grained access to index management policies and actions. For example, users of different departments in an organization might view different policies depending on what roles and permissions they are assigned.
+
+First, ensure your users have the appropriate [backend roles]({{site.url}}{{site.baseurl}}/security-plugin/access-control/index/). Backend roles usually come from an [LDAP server]({{site.url}}{{site.baseurl}}/security-plugin/configuration/ldap/) or [SAML provider]({{site.url}}{{site.baseurl}}/security-plugin/configuration/saml/). However, if you use the internal user database, you can use the REST API to [add them manually]({{site.url}}{{site.baseurl}}/security-plugin/access-control/api#create-user).
+
+Use the REST API to enable the following setting:
+
+```json
+PUT _cluster/settings
+{
+  "transient": {
+    "plugins.index_management.filter_by_backend_roles": "true"
+  }
+}
+```
+
+With security enabled, only users who share at least one backend role can see and execute the policies and actions relevant to their roles.
+
+For example, consider a scenario with three users: `John` and `Jill`, who have the backend role `helpdesk_staff`, and `Jane`, who has the backend role `phone_operator`. `John` wants to create a policy that performs a rollup job on an index named `airline_data`, so `John` would need a backend role that has permissions to access that index, create relevant policies, and execute relevant actions, and `Jill` would be able to access the same index, policy, and job. However, `Jane` cannot access or edit those resources or actions.

_includes/head_custom.html

@@ -6,3 +6,9 @@
   <script src="https://polyfill.io/v3/polyfill.min.js?features=es6"></script>
   <script id="MathJax-script" async src="https://cdn.jsdelivr.net/npm/mathjax@3.0.1/es5/tex-mml-chtml.js"></script>
 {% endif %}
+
+{% if jekyll.environment == "development" %}
+  <script src="{{ '/assets/js/version-selector.js' | relative_url }}"></script>
+{% else %}
+  <script src="{{ '/docs/latest/assets/js/version-selector.js' }}"></script>
+{% endif %}

_layouts/default.html

@@ -57,6 +57,10 @@ layout: table_wrappers
         </a>
       </div>
       <nav role="navigation" aria-label="Main" id="site-nav" class="site-nav">
+        {% assign past_versions = site.data.versions.past | join: ";" %}
+        <div class="version-wrapper">
+          <version-selector selected="{{ site.data.versions.current }}"></version-selector>
+        </div>
         {% assign pages_top_size = site.html_pages
             | where_exp:"item", "item.title != nil"
             | where_exp:"item", "item.parent == nil"

_monitoring-plugins/ad/index.md

@@ -17,24 +17,19 @@ Anomaly detection  automatically detects anomalies in your OpenSearch data in ne
 
 You can pair the anomaly detection plugin with the [alerting plugin]({{site.url}}{{site.baseurl}}/monitoring-plugins/alerting/) to notify you as soon as an anomaly is detected.
 
-To use the anomaly detection plugin, your computer needs to have more than one CPU core.
-{: .note }
-
-## Get started with Anomaly Detection
-
 To get started, choose **Anomaly Detection** in OpenSearch Dashboards.
-To first test with sample streaming data, choose **Sample Detectors** and try out one of the preconfigured detectors.
+To first test with sample streaming data, you can try out one of the preconfigured detectors with one of the sample datasets.
 
-### Step 1: Create a detector
+## Step 1: Define a detector
 
-A detector is an individual anomaly detection task. You can create multiple detectors, and all the detectors can run simultaneously, with each analyzing data from different sources.
+A detector is an individual anomaly detection task. You can define multiple detectors, and all the detectors can run simultaneously, with each analyzing data from different sources.
 
-1. Choose **Create Detector**.
+1. Choose **Create detector**.
 1. Enter a name and brief description. Make sure the name is unique and descriptive enough to help you to identify the purpose of the detector.
 1. For **Data source**, choose the index you want to use as the data source. You can optionally use index patterns to choose multiple indices.
+1. (Optional) For **Data filter**, filter the index you chose as the data source. From the **Data filter** menu, choose **Add data filter**, and then design your filter query by selecting **Field**, **Operator**, and **Value**, or choose **Use query DSL** and add your own JSON filter query.
 1. Select the **Timestamp field** in your index.
-1. (Optional) For **Data filter**, filter the index you chose as the data source. From the **Filter type** menu, choose  **Visual filter**, and then design your filter query by selecting **Fields**, **Operator**, and **Value**, or choose **Custom Expression** and add your own JSON filter query.
-1. For **Detector operation settings**, define the **Detector interval**, which is the time interval at which the detector collects data.
+1. For **Operation settings**, define the **Detector interval**, which is the time interval at which the detector collects data.
 - The detector aggregates the data in this interval, then feeds the aggregated result into the anomaly detection model.
 The shorter you set this interval, the fewer data points the detector aggregates.
 The anomaly detection model uses a shingling process, a technique that uses consecutive data points to create a sample for the model. This process needs a certain number of aggregated data points from contiguous intervals.
@@ -44,42 +39,49 @@ Set the window delay to shift the detector interval to account for this delay.
 - For example, say the detector interval is 10 minutes and data is ingested into your cluster with a general delay of 1 minute.
 Assume the detector runs at 2:00. The detector attempts to get the last 10 minutes of data from 1:50 to 2:00, but because of the 1-minute delay, it only gets 9 minutes of data and misses the data from 1:59 to 2:00.
 Setting the window delay to 1 minute shifts the interval window to 1:49 - 1:59, so the detector accounts for all 10 minutes of the detector interval time.
-1. Choose **Create**.
+1. Choose **Next**.
 
-After you create the detector, the next step is to add features to it.
+After you define the detector, the next step is to configure the model.
 
-### Step 2: Add features to your detector
+## Step 2: Configure the model
+
+#### Add features to your detector
 
 A feature is the field in your index that you want to check for anomalies. A detector can discover anomalies across one or more features. You must choose an aggregation method for each feature: `average()`, `count()`, `sum()`, `min()`, or `max()`. The aggregation method determines what constitutes an anomaly.
 
 For example, if you choose `min()`, the detector focuses on finding anomalies based on the minimum values of your feature. If you choose `average()`, the detector finds anomalies based on the average values of your feature.
 
-A multi-feature model correlates anomalies across all its features. The [curse of dimensionality](https://en.wikipedia.org/wiki/Curse_of_dimensionality) makes it less likely for multi-feature models to identify smaller anomalies as compared to a single-feature model. Adding more features might negatively impact the [precision and recall](https://en.wikipedia.org/wiki/Precision_and_recall) of a model. A higher proportion of noise in your data might further amplify this negative impact. Selecting the optimal feature set is usually an iterative process. We recommend experimenting with a historical detector with different feature sets and checking the precision before moving on to real-time detectors. By default, the maximum number of features for a detector is 5. You can adjust this limit with the `plugins.anomaly_detection.max_anomaly_features` setting.
+A multi-feature model correlates anomalies across all its features. The [curse of dimensionality](https://en.wikipedia.org/wiki/Curse_of_dimensionality) makes it less likely for multi-feature models to identify smaller anomalies as compared to a single-feature model. Adding more features might negatively impact the [precision and recall](https://en.wikipedia.org/wiki/Precision_and_recall) of a model. A higher proportion of noise in your data might further amplify this negative impact. Selecting the optimal feature set is usually an iterative process. By default, the maximum number of features for a detector is 5. You can adjust this limit with the `plugins.anomaly_detection.max_anomaly_features` setting.
 {: .note }
 
-1. On the **Model configuration** page, enter the **Feature name**.
-1. For **Find anomalies based on**, choose the method to find anomalies. For **Field Value** menu, choose the **field** and the **aggregation method**. Or choose **Custom expression**, and add your own JSON aggregation query.
+1. On the **Configure Model** page, enter the **Feature name** and check **Enable feature**.
+1. For **Find anomalies based on**, choose the method to find anomalies. For **Field Value**, choose the **aggregation method**. Or choose **Custom expression**, and add your own JSON aggregation query.
+1. Select a field.
 
-#### (Optional) Set a category field for high cardinality
+#### (Optional) Set category fields for high cardinality
 
 You can categorize anomalies based on a keyword or IP field type.
 
 The category field categorizes or slices the source time series with a dimension like IP addresses, product IDs, country codes, and so on. This helps to see a granular view of anomalies within each entity of the category field to isolate and debug issues.
 
-To set a category field, choose **Enable a category field** and select a field.
+To set a category field, choose **Enable a category field** and select a field. You can’t change the category fields after you create the detector.
 
 Only a certain number of unique entities are supported in the category field. Use the following equation to calculate the recommended total number of entities supported in a cluster:
 
 ```
-(data nodes * heap size * anomaly detection maximum memory percentage) / (entity size of a detector)
+(data nodes * heap size * anomaly detection maximum memory percentage) / (entity model size of a detector)
 ```
 
+To get the entity model size of a detector, use the [profile detector API]({{site.url}}{{site.baseurl}}/monitoring-plugins/ad/api/#profile-detector). You can adjust the maximum memory percentage with the `plugins.anomaly_detection.model_max_size_percent` setting.
+
 This formula provides a good starting point, but make sure to test with a representative workload.
 {: .note }
 
-For example, for a cluster with 3 data nodes, each with 8G of JVM heap size, a maximum memory percentage of 10% (default), and the entity size of the detector as 1MB: the total number of unique entities supported is (8.096 * 10^9 * 0.1 / 1M ) * 3 = 2429.
+For example, for a cluster with three data nodes, each with 8 GB of JVM heap size, a maximum memory percentage of 10% (default), and the entity model size of the detector as 1MB: the total number of unique entities supported is (8.096 * 10^9 * 0.1 / 1 MB ) * 3 = 2429.
 
-#### Set a shingle size
+If the actual total number of unique entities higher than this number that you calculate (in this case: 2429), the anomaly detector makes its best effort to model the extra entities. The detector prioritizes entities that occur more often and are more recent.
+
+#### (Advanced settings) Set a shingle size
 
 Set the number of aggregation intervals from your data stream to consider in a detection window. It’s best to choose this value based on your actual data to see which one leads to the best results for your use case.
 
@@ -92,12 +94,27 @@ For sample previews, the anomaly detection plugin selects a small number of data
 
 Examine the sample preview and use it to fine-tune your feature configurations (for example, enable or disable features) to get more accurate results.
 
-1. Choose **Save and start detector**.
-1. Choose between automatically starting the detector (recommended) or manually starting the detector at a later time.
+1. Choose **Preview sample anomalies**.
+    - If you don't see any sample anomaly result, check the detector interval and make sure you have more than 400 data points for some entities during the preview date range.
+1. Choose **Next**.
 
-### Step 3: Observe the results
+## Step 3: Set up detector jobs
 
-Choose the **Anomaly results** tab. You need to wait for some time to see the anomaly results. If the detector interval is 10 minutes, the detector might take more than an hour to start, as it's waiting for sufficient data to generate anomalies.
+To start a real-time detector to find anomalies in your data in near real-time, check **Start real-time detector automatically (recommended)**.
+
+Alternatively, if you want to perform historical analysis and find patterns in long historical data windows (weeks or months), check **Run historical analysis detection** and select a date range (at least 128 detection intervals).
+
+Analyzing historical data helps you get familiar with the anomaly detection plugin. You can also evaluate the performance of a detector with historical data to further fine-tune it.
+
+We recommend experimenting with historical analysis with different feature sets and checking the precision before moving on to real-time detectors.
+
+## Step 4: Review and create
+
+Review your model configuration and select **Create detector**.
+
+## Step 5: Observe the results
+
+Choose the **Real-time results** or **Historical analysis** tab. For real-time results, you need to wait for some time to see the anomaly results. If the detector interval is 10 minutes, the detector might take more than an hour to start, as it's waiting for sufficient data to generate anomalies.
 
 A shorter interval means the model passes the shingle process more quickly and starts to generate the anomaly results sooner.
 Use the [profile detector]({{site.url}}{{site.baseurl}}/monitoring-plugins/ad/api#profile-detector) operation to make sure you have sufficient data points.
@@ -106,12 +123,12 @@ If you see the detector pending in "initialization" for longer than a day, aggre
 
 ![Anomaly detection results]({{site.url}}{{site.baseurl}}/images/ad.png)
 
-Analize anomalies with the following visualizations:
+Analyze anomalies with the following visualizations:
 
 - **Live anomalies** - displays live anomaly results for the last 60 intervals. For example, if the interval is 10, it shows results for the last 600 minutes. The chart refreshes every 30 seconds.
-- **Anomaly history** - plots the anomaly grade with the corresponding measure of confidence.
-- **Feature breakdown** - plots the features based on the aggregation method. You can vary the date-time range of the detector.
+- **Anomaly history** (for historical analysis) / **Anomaly overview** (for real-time results) - plots the anomaly grade with the corresponding measure of confidence.
 - **Anomaly occurrence** - shows the `Start time`, `End time`, `Data confidence`, and `Anomaly grade` for each detected anomaly.
+- **Feature breakdown** - plots the features based on the aggregation method. You can vary the date-time range of the detector.
 
 `Anomaly grade` is a number between 0 and 1 that indicates how anomalous a data point is. An anomaly grade of 0 represents “not an anomaly,” and a non-zero value represents the relative severity of the anomaly.
 
@@ -119,47 +136,26 @@ Analize anomalies with the following visualizations:
 
 If you set the category field, you see an additional **Heat map** chart. The heat map correlates results for anomalous entities. This chart is empty until you select an anomalous entity. You also see the anomaly and feature line chart for the time period of the anomaly (`anomaly_grade` > 0).
 
-Choose a filled rectangle to see a more detailed view of the anomaly.
+Choose and drag over the anomaly line chart to zoom in and see a more detailed view of an anomaly.
 {: .note }
 
-### Step 4: Set up alerts
+## Step 6: Set up alerts
 
-Choose **Set up alerts** and configure a monitor to notify you when anomalies are detected. For steps to create a monitor and set up notifications based on your anomaly detector, see [Monitors]({{site.url}}{{site.baseurl}}/monitoring-plugins/alerting/monitors/).
+Under **Real-time results**, choose **Set up alerts** and configure a monitor to notify you when anomalies are detected. For steps to create a monitor and set up notifications based on your anomaly detector, see [Monitors]({{site.url}}{{site.baseurl}}/monitoring-plugins/alerting/monitors/).
 
 If you stop or delete a detector, make sure to delete any monitors associated with it.
 
-### Step 5: Adjust the model
+## Step 7: Adjust the model
 
 To see all the configuration settings for a detector, choose the **Detector configuration** tab.
 
 1. To make any changes to the detector configuration, or fine tune the time interval to minimize any false positives, go to the **Detector configuration** section and choose **Edit**.
-- You need to stop the detector to change its configuration. Confirm that you want to stop the detector and proceed.
+- You need to stop real-time and historical analysis to change its configuration. Confirm that you want to stop the detector and proceed.
 1. To enable or disable features, in the **Features** section, choose **Edit** and adjust the feature settings as needed. After you make your changes, choose **Save and start detector**.
-- Choose between automatically starting the detector (recommended) or manually starting the detector at a later time.
 
-### Step 6: Analyze historical data
+## Step 8: Manage your detectors
 
-Analyzing historical data helps you get familiar with the anomaly detection plugin. You can also evaluate the performance of a detector with historical data to further fine-tune it.
+To start, stop, or delete a detector, go to the **Detectors** page.
 
-To use a historical detector, you need to specify a date range that has data present in at least 1,000 detection intervals.
-{: .note }
-
-1. Choose **Historical detectors** and **Create historical detector**.
-1. Enter the **Name** of the detector and a brief **Description**.
-1. For **Data source**, choose the index to use as the data source. You can optionally use index patterns to choose multiple indices.
-1. For **Time range**, select a time range for historical analysis.
-1. For **Detector settings**, choose to use the settings of an existing detector. Or choose the **Timestamp field** in your index, add individual features to the detector, and set the detector interval.
-1. (Optional) Choose to run the historical detector automatically after creating it.
-1. Choose **Create**.
-   - You can stop the historical detector even before it completes.
-
-### Step 7: Manage your detectors
-
-To change or delete a detector, go to the **Detector details** page.
-
-1. To make changes to your detector, choose the detector name.
-1. Choose **Actions** and **Edit detector**.
-   - You need to stop the detector to change its configuration. Confirm that you want to stop the detector and proceed.
-1. Make your changes and choose **Save changes**.
-
-To delete your detector, choose **Actions** and **Delete detector**. In the pop-up box, type `delete` to confirm and choose **Delete**.
+1. Choose the detector name.
+2. Choose **Actions** and select **Start real-time detectors**, **Stop real-time detectors**, or **Delete detectors**.

_monitoring-plugins/ad/settings.md

@@ -28,15 +28,20 @@ Setting | Default | Description
 `plugins.anomaly_detection.max_anomaly_detectors` | 1,000 | The maximum number of non-high cardinality detectors (no category field) users can create.
 `plugins.anomaly_detection.max_multi_entity_anomaly_detectors` | 10 | The maximum number of high cardinality detectors (with category field) in a cluster.
 `plugins.anomaly_detection.max_anomaly_features` | 5 | The maximum number of features for a detector.
-`plugins.anomaly_detection.ad_result_history_rollover_period` | 12h | How often the rollover condition is checked. If `true`, the plugin rolls over the result index to a new index.
-`plugins.anomaly_detection.ad_result_history_max_docs` | 250000000 | The maximum number of documents in one result index. The plugin only counts refreshed documents in the primary shards.
-`plugins.anomaly_detection.ad_result_history_retention_period` | 30d | The maximum age of the result index.  If its age exceeds the threshold, the plugin deletes the rolled over result index. If the cluster has only one result index, the plugin keeps the index even if it's older than its configured retention period.
-`plugins.anomaly_detection.max_entities_per_query` | 1,000 | The maximum unique values per detection interval for high cardinality detectors. By default, if the category field has more than 1,000 unique values in a detector interval, the plugin selects the top 1,000 values and orders them by `doc_count`.
-`plugins.anomaly_detection.max_entities_for_preview` | 30 | The maximum unique category field values displayed with the preview operation for high cardinality detectors. If the category field has more than 30 unique values, the plugin selects the top 30 values and orders them by `doc_count`.
+`plugins.anomaly_detection.ad_result_history_rollover_period` | 12h | How often the rollover condition is checked. If `true`, the anomaly detection plugin rolls over the result index to a new index.
+`plugins.anomaly_detection.ad_result_history_max_docs_per_shard` | 1,350,000,000 | The maximum number of documents in a single shard of the result index. The anomaly detection plugin only counts the refreshed documents in the primary shards.
+`plugins.anomaly_detection.max_entities_per_query` | 1,000,000 | The maximum unique values per detection interval for high cardinality detectors. By default, if the category field(s) have more than the configured unique values in a detector interval, the anomaly detection plugin orders them by the natural ordering of categorical values (for example, entity `ab` comes before `bc`) and then selects the top values.
+`plugins.anomaly_detection.max_entities_for_preview` | 5 | The maximum unique category field values displayed with the preview operation for high cardinality detectors. By default, if the category field(s) have more than the configured unique values in a detector interval, the anomaly detection plugin orders them by the natural ordering of categorical values (for example, entity `ab` comes before `bc`) and then selects the top values.
 `plugins.anomaly_detection.max_primary_shards` | 10 | The maximum number of primary shards an anomaly detection index can have.
-`plugins.anomaly_detection.filter_by_backend_roles` | False | When you enable the security plugin and set this to `true`, the plugin filters results based on the user's backend role(s).
-`plugins.anomaly_detection.max_cache_miss_handling_per_second` | 100 | High cardinality detectors use a cache to store active models. In the event of a cache miss, the cache gets the models from the model checkpoint index. Use this setting to limit the rate of fetching models. Because the thread pool for a GET operation has a queue of 1,000, we recommend setting this value below 1,000.
-`plugins.anomaly_detection.max_batch_task_per_node` | 2 | Starting a historical detector triggers a batch task. This setting is the number of batch tasks that you can run per data node. You can tune this setting from 1 to 1000. If the data nodes can't support all batch tasks and you're not sure if the data nodes are capable of running more historical detectors, add more data nodes instead of changing this setting to a higher value.
-`plugins.anomaly_detection.max_old_ad_task_docs_per_detector` | 10 | You can run the same historical detector many times. For each run, the anomaly detection plugin creates a new task. This setting is the number of previous tasks the plugin keeps. Set this value to at least 1 to track its last run. You can keep a maximum of 1,000 old tasks to avoid overwhelming the cluster.
-`plugins.anomaly_detection.batch_task_piece_size` | 1000 | The date range for a historical task is split into smaller pieces and the anomaly detection plugin runs the task piece by piece. Each piece contains 1,000 detection intervals by default. For example, if detector interval is 1 minute and one piece is 1000 minutes, the feature data is queried every 1,000 minutes. You can change this setting from 1 to 10,000.
-`plugins.anomaly_detection.batch_task_piece_interval_seconds` | 5 | Add a time interval between historical detector tasks. This interval prevents the task from consuming too much of the available resources and starving other operations like search and bulk index. You can change this setting from 1 to 600 seconds.
+`plugins.anomaly_detection.filter_by_backend_roles` | False | When you enable the security plugin and set this to `true`, the anomaly detection plugin filters results based on the user's backend role(s).
+`plugins.anomaly_detection.max_batch_task_per_node` | 10 | Starting a historical analysis triggers a batch task. This setting is the number of batch tasks that you can run per data node. You can tune this setting from 1 to 1,000. If the data nodes can’t support all batch tasks and you’re not sure if the data nodes are capable of running more historical analysis, add more data nodes instead of changing this setting to a higher value. Increasing this value might bring more load on each data node.
+`plugins.anomaly_detection.max_old_ad_task_docs_per_detector` | 1 | You can run historical analysis for the same detector many times. For each run, the anomaly detection plugin creates a new task. This setting is the number of previous tasks the plugin keeps. Set this value to at least 1 to track its last run. You can keep a maximum of 1,000 old tasks to avoid overwhelming the cluster.
+`plugins.anomaly_detection.batch_task_piece_size` | 1,000 | The date range for a historical task is split into smaller pieces and the anomaly detection plugin runs the task piece by piece. Each piece contains 1,000 detection intervals by default. For example, if detector interval is 1 minute and one piece is 1,000 minutes, the feature data is queried every 1,000 minutes. You can change this setting from 1 to 10,000.
+`plugins.anomaly_detection.batch_task_piece_interval_seconds` | 5 | Add a time interval between two pieces of the same historical analysis task. This interval prevents the task from consuming too much of the available resources and starving other operations like search and bulk index. You can change this setting from 1 to 600 seconds.
+`plugins.anomaly_detection.max_top_entities_for_historical_analysis` | 1,000 | The maximum number of top entities that you run for a high cardinality detector historical analysis. The range is from 1 to 10,000.
+`plugins.anomaly_detection.max_running_entities_per_detector_for_historical_analysis` | 10 | The number of entity tasks that you can run in parallel for a high cardinality detector analysis. The task slots available on your cluster also impact how many entities run in parallel. If a cluster has 3 data nodes, each data node has 10 task slots by default. Say you already have two high cardinality detectors and each of them run 10 entities. If you start a single-entity detector that takes 1 task slot, the number of task slots available is 10 * 3 - 10 * 2 - 1 = 9. If you now start a new high cardinality detector, the detector can only run 9 entities in parallel and not 10. You can tune this value from 1 to 1,000 based on your cluster's capability. If you set a higher value, the anomaly detection plugin runs historical analysis faster but also consumes more resources.
+`plugins.anomaly_detection.max_cached_deleted_tasks` | 1,000 | You can rerun historical analysis for a single detector as many times as you like. The anomaly detection plugin only keeps a limited number of old tasks, by default 1 old task. If you run historical analysis three times for a detector, the oldest task is deleted. Because historical analysis generates a number of anomaly results in a short span of time, it's necessary to clean up anomaly results for a deleted task. With this field, you can configure how many deleted tasks you can cache at most. The plugin cleans up a task's results when it's deleted. If the plugin fails to do this cleanup, it adds the task's results into a cache and an hourly cron job performs the cleanup. You can use this setting to limit how many old tasks are put into cache to avoid a DDoS attack. After an hour, if still you find an old task result in the cache, use the [delete detector results API]({{site.url}}{{site.baseurl}}/monitoring-plugins/ad/api/#delete-detector-results) to delete the task result manually. You can tune this setting from 1 to 10,000.
+`plugins.anomaly_detection.delete_anomaly_result_when_delete_detector` | False | Whether the anomaly detection plugin deletes the anomaly result when you delete a detector. If you want to save some disk space, especially if you've high cardinality detectors generating a lot of results, set this field to true. Alternatively, you can use the [delete detector results API]({{site.url}}{{site.baseurl}}/monitoring-plugins/ad/api/#delete-detector-results) to manually delete the results.
+`plugins.anomaly_detection.dedicated_cache_size` | 10 | If the real-time analysis of a high cardinality detector starts successfully, the anomaly detection plugin guarantees keeping 10 (dynamically adjustable via this setting) entities' models in memory per node. If the number of entities exceeds this limit, the plugin puts the extra entities' models in a memory space shared by all detectors. The actual number of entities varies based on the memory that you've available and the frequencies of the entities. If you'd like the plugin to guarantee keeping more entities' models in memory and if you're cluster has sufficient memory, you can increase this setting value.
+`plugins.anomaly_detection.max_concurrent_preview` | 2 | The maximum number of concurrent previews. You can use this setting to limit resource usage.
+`plugins.anomaly_detection.model_max_size_percent` | 0.1 | The upper bound of the memory percentage for a model.

_monitoring-plugins/alerting/api.md

@@ -19,10 +19,12 @@ Use the alerting API to programmatically manage monitors and alerts.
 
 ---
 
-## Create monitor
+## Create query-level monitor
 Introduced 1.0
 {: .label .label-purple }
 
+Query-level monitors run the query and check whether the results should trigger any alerts. As such, query-level monitors can only trigger one alert at a time. For more information about query-level monitors versus bucket-level monitors, see [Create monitors]({{site.url}}{{site.baseurl}}/monitoring-plugins/alerting/monitors/#create-monitors).
+
 #### Request
 
 ```json
@@ -30,6 +32,7 @@ POST _plugins/_alerting/monitors
 {
   "type": "monitor",
   "name": "test-monitor",
+  "monitor_type": "query_level_monitor",
   "enabled": true,
   "schedule": {
     "period": {
@@ -166,7 +169,7 @@ If you use a custom webhook for your destination and need to embed JSON in the m
         },
         "throttle_enabled": false,
         "subject_template": {
-          "source": "TheSubject",
+          "source": "Subject",
           "lang": "mustache"
         }
       }]
@@ -186,6 +189,7 @@ The following example creates a monitor that runs at 12:10 PM Pacific Time on th
 {
   "type": "monitor",
   "name": "test-monitor",
+  "monitor_type": "query_level_monitor",
   "enabled": true,
   "schedule": {
     "cron" : {
@@ -228,7 +232,7 @@ The following example creates a monitor that runs at 12:10 PM Pacific Time on th
       "name": "test-action",
       "destination_id": "ld7912sBlQ5JUWWFThoW",
       "message_template": {
-        "source": "This is my message body."
+        "source": "This is a message body."
       },
       "throttle_enabled": true,
       "throttle": {
@@ -236,7 +240,7 @@ The following example creates a monitor that runs at 12:10 PM Pacific Time on th
         "unit": "MINUTES"
       },
       "subject_template": {
-        "source": "TheSubject"
+        "source": "Subject"
       }
     }]
   }]
@@ -247,6 +251,265 @@ For a full list of timezone names, refer to [Wikipedia](https://en.wikipedia.org
 
 ---
 
+## Create bucket-level monitor
+
+Bucket-level monitors categorize results into buckets separated by fields. The monitor then runs your script with each bucket's results and evaluates whether to trigger an alert. For more information about bucket-level monitors versus query-level monitors, see [Create monitors]({{site.url}}{{site.baseurl}}/monitoring-plugins/alerting/monitors/#create-monitors).
+
+```json
+POST _plugins/_alerting/monitors
+{
+  "type": "monitor",
+  "name": "test-bucket-level-monitor",
+  "monitor_type": "bucket_level_monitor",
+  "enabled": true,
+  "schedule": {
+    "period": {
+      "interval": 1,
+      "unit": "MINUTES"
+    }
+  },
+  "inputs": [
+    {
+      "search": {
+        "indices": [
+          "movies"
+        ],
+        "query": {
+          "size": 0,
+          "query": {
+            "bool": {
+              "filter": [
+                {
+                  "range": {
+                    "order_date": {
+                      "from": "{{period_end}}||-1h",
+                      "to": "{{period_end}}",
+                      "include_lower": true,
+                      "include_upper": true,
+                      "format": "epoch_millis"
+                    }
+                  }
+                }
+              ]
+            }
+          },
+          "aggregations": {
+            "composite_agg": {
+              "composite": {
+                "sources": [
+                  {
+                    "user": {
+                      "terms": {
+                        "field": "user"
+                      }
+                    }
+                  }
+                ]
+              },
+              "aggregations": {
+                "avg_products_base_price": {
+                  "avg": {
+                    "field": "products.base_price"
+                  }
+                }
+              }
+            }
+          }
+        }
+      }
+    }
+  ],
+  "triggers": [
+    {
+      "bucket_level_trigger": {
+        "name": "test-trigger",
+        "severity": "1",
+        "condition": {
+          "buckets_path": {
+            "_count": "_count",
+            "avg_products_base_price": "avg_products_base_price"
+          },
+          "parent_bucket_path": "composite_agg",
+          "script": {
+            "source": "params._count > 50 || params.avg_products_base_price < 35",
+            "lang": "painless"
+          }
+        },
+        "actions": [
+          {
+            "name": "test-action",
+            "destination_id": "E4o5hnsB6KjPKmHtpfCA",
+            "message_template": {
+              "source": """Monitor {{ctx.monitor.name}} just entered alert status. Please investigate the issue.   - Trigger: {{ctx.trigger.name}}   - Severity: {{ctx.trigger.severity}}   - Period start: {{ctx.periodStart}}   - Period end: {{ctx.periodEnd}}    - Deduped Alerts:   {{ctx.dedupedAlerts}}     * {{id}} : {{bucket_keys}}   {{ctx.dedupedAlerts}}    - New Alerts:   {{ctx.newAlerts}}     * {{id}} : {{bucket_keys}}   {{ctx.newAlerts}}    - Completed Alerts:   {{ctx.completedAlerts}}     * {{id}} : {{bucket_keys}}   {{ctx.completedAlerts}}""",
+              "lang": "mustache"
+            },
+            "throttle_enabled": false,
+            "throttle": {
+              "value": 10,
+              "unit": "MINUTES"
+            },
+            "action_execution_policy": {
+              "action_execution_scope": {
+                "per_alert": {
+                  "actionable_alerts": [
+                    "DEDUPED",
+                    "NEW"
+                  ]
+                }
+              }
+            },
+            "subject_template": {
+              "source": "The Subject",
+              "lang": "mustache"
+            }
+          }
+        ]
+      }
+    }
+  ]
+}
+```
+
+#### Sample response
+```json
+{
+  "_id" : "Dfxr63sBwex6DxEhHV5N",
+  "_version" : 1,
+  "_seq_no" : 3,
+  "_primary_term" : 1,
+  "monitor" : {
+    "type" : "monitor",
+    "schema_version" : 4,
+    "name" : "test-bucket-level-monitor",
+    "monitor_type" : "bucket_level_monitor",
+    "user" : {
+      "name" : "",
+      "backend_roles" : [ ],
+      "roles" : [ ],
+      "custom_attribute_names" : [ ],
+      "user_requested_tenant" : null
+    },
+    "enabled" : true,
+    "enabled_time" : 1631742270785,
+    "schedule" : {
+      "period" : {
+        "interval" : 1,
+        "unit" : "MINUTES"
+      }
+    },
+    "inputs" : [
+      {
+        "search" : {
+          "indices" : [
+            "opensearch_dashboards_sample_data_flights"
+          ],
+          "query" : {
+            "size" : 0,
+            "query" : {
+              "bool" : {
+                "filter" : [
+                  {
+                    "range" : {
+                      "order_date" : {
+                        "from" : "{{period_end}}||-1h",
+                        "to" : "{{period_end}}",
+                        "include_lower" : true,
+                        "include_upper" : true,
+                        "format" : "epoch_millis",
+                        "boost" : 1.0
+                      }
+                    }
+                  }
+                ],
+                "adjust_pure_negative" : true,
+                "boost" : 1.0
+              }
+            },
+            "aggregations" : {
+              "composite_agg" : {
+                "composite" : {
+                  "size" : 10,
+                  "sources" : [
+                    {
+                      "user" : {
+                        "terms" : {
+                          "field" : "user",
+                          "missing_bucket" : false,
+                          "order" : "asc"
+                        }
+                      }
+                    }
+                  ]
+                },
+                "aggregations" : {
+                  "avg_products_base_price" : {
+                    "avg" : {
+                      "field" : "products.base_price"
+                    }
+                  }
+                }
+              }
+            }
+          }
+        }
+      }
+    ],
+    "triggers" : [
+      {
+        "bucket_level_trigger" : {
+          "id" : "C_xr63sBwex6DxEhHV5B",
+          "name" : "test-trigger",
+          "severity" : "1",
+          "condition" : {
+            "buckets_path" : {
+              "_count" : "_count",
+              "avg_products_base_price" : "avg_products_base_price"
+            },
+            "parent_bucket_path" : "composite_agg",
+            "script" : {
+              "source" : "params._count > 50 || params.avg_products_base_price < 35",
+              "lang" : "painless"
+            },
+            "gap_policy" : "skip"
+          },
+          "actions" : [
+            {
+              "id" : "DPxr63sBwex6DxEhHV5B",
+              "name" : "test-action",
+              "destination_id" : "E4o5hnsB6KjPKmHtpfCA",
+              "message_template" : {
+                "source" : "Monitor {{ctx.monitor.name}} just entered alert status. Please investigate the issue.   - Trigger: {{ctx.trigger.name}}   - Severity: {{ctx.trigger.severity}}   - Period start: {{ctx.periodStart}}   - Period end: {{ctx.periodEnd}}    - Deduped Alerts:   {{ctx.dedupedAlerts}}     * {{id}} : {{bucket_keys}}   {{ctx.dedupedAlerts}}    - New Alerts:   {{ctx.newAlerts}}     * {{id}} : {{bucket_keys}}   {{ctx.newAlerts}}    - Completed Alerts:   {{ctx.completedAlerts}}     * {{id}} : {{bucket_keys}}   {{ctx.completedAlerts}}",
+                "lang" : "mustache"
+              },
+              "throttle_enabled" : false,
+              "subject_template" : {
+                "source" : "The Subject",
+                "lang" : "mustache"
+              },
+              "throttle" : {
+                "value" : 10,
+                "unit" : "MINUTES"
+              },
+              "action_execution_policy" : {
+                "action_execution_scope" : {
+                  "per_alert" : {
+                    "actionable_alerts" : [
+                      "DEDUPED",
+                      "NEW"
+                    ]
+                  }
+                }
+              }
+            }
+          ]
+        }
+      }
+    ],
+    "last_update_time" : 1631742270785
+  }
+}
+```
+
 ## Update monitor
 Introduced 1.0
 {: .label .label-purple }

_monitoring-plugins/alerting/monitors.md

@@ -19,11 +19,11 @@ has_children: false
 
 Term | Definition
 :--- | :---
-Monitor | A job that runs on a defined schedule and queries OpenSearch. The results of these queries are then used as input for one or more *triggers*.
+Monitor | A job that runs on a defined schedule and queries OpenSearch indices. The results of these queries are then used as input for one or more *triggers*.
 Trigger | Conditions that, if met, generate *alerts*.
 Alert | An event associated with a trigger. When an alert is created, the trigger performs *actions*, which can include sending a notification.
 Action | The information that you want the monitor to send out after being triggered. Actions have a *destination*, a message subject, and a message body.
-Destination | A reusable location for an action, such as Amazon Chime, Slack, or a webhook URL.
+Destination | A reusable location for an action. Supported locations are Amazon Chime, Email, Slack, or custom webhook.
 
 
 ---
@@ -34,9 +34,9 @@ Destination | A reusable location for an action, such as Amazon Chime, Slack, or
 1. Specify a name for the destination so that you can identify it later.
 1. For **Type**, choose Slack, Amazon Chime, custom webhook, or [email](#email-as-a-destination).
 
-For Email type, refer to [Email as a destination](#email-as-a-destination) section below. For all other types, specify the webhook URL. For more information about webhooks, see the documentation for [Slack](https://api.slack.com/incoming-webhooks) and [Amazon Chime](https://docs.aws.amazon.com/chime/latest/ug/webhooks.html).
+For Email, refer to the [Email as a destination](#email-as-a-destination) section below. For all other types, specify the webhook URL. See the documentation for [Slack](https://api.slack.com/incoming-webhooks) and [Amazon Chime](https://docs.aws.amazon.com/chime/latest/ug/webhooks.html) to learn more about webhooks.
 
-For custom webhooks, you must specify more information: parameters and headers. For example, if your endpoint requires basic authentication, you might need to add a header with a key of `Authorization` and a value of `Basic <Base64-encoded-credential-string>`. You might also need to change `Content-Type` to whatever your webhook requires. Popular values are `application/json`, `application/xml`, and `text/plain`.
+If you're using custom webhooks, you must specify more information: parameters and headers. For example, if your endpoint requires basic authentication, you might need to add a header with a key of `Authorization` and a value of `Basic <Base64-encoded-credential-string>`. You might also need to change `Content-Type` to whatever your webhook requires. Popular values are `application/json`, `application/xml`, and `text/plain`.
 
 This information is stored in plain text in the OpenSearch cluster. We will improve this design in the future, but for now, the encoded credentials (which are neither encrypted nor hashed) might be visible to other OpenSearch users.
 
@@ -55,7 +55,7 @@ To configure a sender email, do the following:
 1. After you choose **Email** as the destination type, choose **Manage senders**.
 1. Choose **Add sender**, **New sender** and enter a unique name.
 1. Enter the email address, SMTP host (e.g. `smtp.gmail.com` for a Gmail account), and the port.
-1. Choose an encryption method, or use the default value of **None**. However, most email providers require SSL or TLS, which requires a username and password in OpenSearch keystore. Refer to [Authenticate sender account](#authenticate-sender-account) to learn more.
+1. Choose an encryption method, or use the default value of **None**. However, most email providers require SSL or TLS, which require a username and password in OpenSearch keystore. Refer to [Authenticate sender account](#authenticate-sender-account) to learn more.
 1. Choose **Save** to save the configuration and create the sender. You can create a sender even before you add your credentials to the OpenSearch keystore. However, you must [authenticate each sender account](#authenticate-sender-account) before you use the destination to send your alert.
 
 You can reuse senders across many different destinations, but each destination only supports one sender.
@@ -82,7 +82,7 @@ If your email provider requires SSL or TLS, you must authenticate each sender ac
 ./bin/opensearch-keystore add plugins.alerting.destination.email.<sender_name>.password
 ```
 
-**Note**: Keystore settings are node-specific. You must run these commands on each node.
+Note: Keystore settings are node-specific. You must run these commands on each node.
 {: .note}
 
 To change or update your credentials (after you've added them to the keystore on every node), call the reload API to automatically update those credentials without restarting OpenSearch:
@@ -101,20 +101,9 @@ POST _nodes/reload_secure_settings
 
 1. Choose **Alerting**, **Monitors**, **Create monitor**.
 1. Specify a name for the monitor.
+1. Choose either **Per query monitor** or **Per bucket monitor**.
 
-The anomaly detection option is for pairing with the anomaly detection plugin. See [Anomaly Detection]({{site.url}}{{site.baseurl}}/monitoring-plugins/ad/).
-For anomaly detector, choose an appropriate schedule for the monitor based on the detector interval. Otherwise, the alerting monitor might miss reading the results.
-
-For example, assume you set the monitor interval and the detector interval as 5 minutes, and you start the detector at 12:00. If an anomaly is detected at 12:05, it might be available at 12:06 because of the delay between writing the anomaly and it being available for queries. The monitor reads the anomaly results between 12:00 and 12:05, so it does not get the anomaly results available at 12:06.
-
-To avoid this issue, make sure the alerting monitor is at least twice the detector interval.
-When you create a monitor using OpenSearch Dashboards, the anomaly detector plugin generates a default monitor schedule that's twice the detector interval.
-
-Whenever you update a detector’s interval, make sure to update the associated monitor interval as well, as the anomaly detection plugin does not do this automatically.
-
-1. Choose one or more indices. You can also use `*` as a wildcard to specify an index pattern.
-
-   If you use the security plugin, you can only choose indices that you have permission to access. For details, see [Alerting security]({{site.url}}{{site.baseurl}}/security-plugin/).
+Whereas query-level monitors run your specified query and then check whether the query's results triggers any alerts, bucket-level monitors let you select fields to create buckets and categorize your results into those buckets. The alerting plugin runs each bucket's unique results against a script you define later, so you have finer control over which results should trigger alerts. Each of those buckets can trigger an alert, but query-level monitors can only trigger one alert at a time.
 
 1. Define the monitor in one of three ways: visually, using a query, or using an anomaly detector.
 
@@ -167,39 +156,57 @@ Whenever you update a detector’s interval, make sure to update the associated
      }
      ```
 
-     "Start" and "end" refer to the interval at which the monitor runs. See [Available variables](#available-variables).
+    "Start" and "end" refer to the interval at which the monitor runs. See [Available variables](#available-variables).
 
+    To define a monitor visually, choose **Visual editor**. Then choose a source index, a timeframe, an aggregation (for example, `count()` or `average()`), a data filter if you want to monitor a subset of your source index, and a group-by field if you want to include an aggregation field in your query. At least one group-by field is required if you're defining a bucket-level monitor. Visual definition works well for most monitors.
 
-1. To define a monitor visually, choose **Define using visual graph**. Then choose an aggregation (for example, `count()` or `average()`), a set of documents, and a timeframe. Visual definition works well for most monitors.
+    If you use the security plugin, you can only choose indices that you have permission to access. For details, see [Alerting security]({{site.url}}{{site.baseurl}}/security-plugin/).
 
-   To use a query, choose **Define using extraction query**, add your query (using [the OpenSearch query DSL]({{site.url}}{{site.baseurl}}/opensearch/query-dsl/full-text/)), and test it using the **Run** button.
+    To use a query, choose **Extraction query editor**, add your query (using [the OpenSearch query DSL]({{site.url}}{{site.baseurl}}/opensearch/query-dsl/full-text/)), and test it using the **Run** button.
 
-   The monitor makes this query to OpenSearch as often as the schedule dictates; check the **Query Performance** section and make sure you're comfortable with the performance implications.
+    The monitor makes this query to OpenSearch as often as the schedule dictates; check the **Query Performance** section and make sure you're comfortable with the performance implications.
+
+    To use an anomaly detector, choose **Anomaly detector** and select your **Detector**.
+
+    The anomaly detection option is for pairing with the anomaly detection plugin. See [Anomaly Detection]({{site.url}}{{site.baseurl}}/monitoring-plugins/ad/).
+    For anomaly detector, choose an appropriate schedule for the monitor based on the detector interval. Otherwise, the alerting monitor might miss reading the results.
+
+    For example, assume you set the monitor interval and the detector interval as 5 minutes, and you start the detector at 12:00. If an anomaly is detected at 12:05, it might be available at 12:06 because of the delay between writing the anomaly and it being available for queries. The monitor reads the anomaly results between 12:00 and 12:05, so it does not get the anomaly results available at 12:06.
+
+    To avoid this issue, make sure the alerting monitor is at least twice the detector interval.
+    When you create a monitor using OpenSearch Dashboards, the anomaly detector plugin generates a default monitor schedule that's twice the detector interval.
+
+    Whenever you update a detector’s interval, make sure to update the associated monitor interval as well, as the anomaly detection plugin does not do this automatically.
+
+    **Note**: Anomaly detection is available only if you are defining a per query monitor.
+    {: .note}
 
-   To use an anomaly detector, choose **Define using Anomaly detector** and select your **Detector**.
 1. Choose a frequency and timezone for your monitor. Note that you can only pick a timezone if you choose Daily, Weekly, Monthly, or [custom cron expression]({{site.url}}{{site.baseurl}}/monitoring-plugins/alerting/cron/) for frequency.
-1. Choose **Create**.
 
+1. Add a trigger to your monitor.
 
 ---
 
 ## Create triggers
 
-The next step in creating a monitor is to create a trigger. These steps differ depending on whether you chose **Define using visual graph** or **Define using extraction query** or **Define using Anomaly detector** when you created the monitor.
+Steps to create a trigger differ depending on whether you chose **Visual editor**, **Extraction query editor**, or **Anomaly detector** when you created the monitor.
 
-Either way, you begin by specifying a name and severity level for the trigger. Severity levels help you manage alerts. A trigger with a high severity level (e.g. 1) might page a specific individual, whereas a trigger with a low severity level might message a chat room.
+You begin by specifying a name and severity level for the trigger. Severity levels help you manage alerts. A trigger with a high severity level (e.g. 1) might page a specific individual, whereas a trigger with a low severity level might message a chat room.
 
+Remember that query-level monitors run your trigger's script just once against the query's results, but bucket-level monitors execute your trigger's script on each bucket, so you should create a trigger that best fits the monitor you chose. If you want to execute multiple scripts, you must create multiple triggers.
 
-### Visual graph
+### Visual editor
 
-For **Trigger condition**, specify a threshold for the aggregation and timeframe you chose earlier, such as "is below 1,000" or "is exactly 10."
+For a query-level monitor's **Trigger condition**, specify a threshold for the aggregation and timeframe you chose earlier, such as "is below 1,000" or "is exactly 10."
 
 The line moves up and down as you increase and decrease the threshold. Once this line is crossed, the trigger evaluates to true.
 
+Bucket-level monitors also require you to specify a threshold and value for your aggregation and timeframe, but you can use a maximum of five conditions to better refine your trigger. Optionally, you can also use a keyword filter to filter for a specific field in your index.
+
 
 ### Extraction query
 
-For **Trigger condition**, specify a Painless script that returns true or false. Painless is the default OpenSearch scripting language and has a syntax similar to Groovy.
+If you're using a query-level monitor, specify a Painless script that returns true or false. Painless is the default OpenSearch scripting language and has a syntax similar to Groovy.
 
 Trigger condition scripts revolve around the `ctx.results[0]` variable, which corresponds to the extraction query response. For example, your script might reference `ctx.results[0].hits.total.value` or `ctx.results[0].hits.hits[i]._source.error_code`.
 
@@ -208,6 +215,27 @@ A return value of true means the trigger condition has been met, and the trigger
 The **Info** link next to **Trigger condition** contains a useful summary of the variables and results available to your query.
 {: .tip }
 
+Bucket-level monitors require you to specify more information in your trigger condition. At a minimum, you must have the following fields:
+
+- `buckets_path`, which maps variable names to metrics to use in your script.
+- `parent_bucket_path`, which is a path to a multi-bucket aggregation. The path can include single-bucket aggregations, but the last aggregation must be multi-bucket. For example, if you have a pipeline such as `agg1>agg2>agg3`, `agg1` and `agg2` are single-bucket aggregations, but `agg3` must be a multi-bucket aggregation.
+- `script`, which is the script that OpenSearch runs to evaluate whether to trigger any alerts.
+
+For example, you might have a script that looks like the following:
+
+```json
+{
+  "buckets_path": {
+    "count_var": "_count"
+  },
+  "parent_bucket_path": "composite_agg",
+  "script": {
+    "source": "params.count_var > 5"
+  }
+}
+```
+
+After mapping the `count_var` variable to the `_count` metric, you can use `count_var` in your script and reference `_count` data. Finally, `composite_agg` is a path to a multi-bucket aggregation.
 
 ### Anomaly detector
 
@@ -264,11 +292,11 @@ Below are some variables you can include in your message using Mustache template
 
 Variable | Data Type | Description
 :--- | :--- | :---
-`ctx.monitor` | JSON | Includes `ctx.monitor.name`, `ctx.monitor.type`, `ctx.monitor.enabled`, `ctx.monitor.enabled_time`, `ctx.monitor.schedule`, `ctx.monitor.inputs`, `triggers` and `ctx.monitor.last_update_time`.
-`ctx.monitor.user` | JSON | Includes information about the user who created the monitor. Includes `ctx.monitor.user.backend_roles` and `ctx.monitor.user.roles`, which are arrays that contain the backend roles and roles assigned to the user. See [alerting security]({{site.url}}{{site.baseurl}}/monitoring-plugins/alerting/security/) for more information.
+`ctx.monitor` | Object | Includes `ctx.monitor.name`, `ctx.monitor.type`, `ctx.monitor.enabled`, `ctx.monitor.enabled_time`, `ctx.monitor.schedule`, `ctx.monitor.inputs`, `triggers` and `ctx.monitor.last_update_time`.
+`ctx.monitor.user` | Object | Includes information about the user who created the monitor. Includes `ctx.monitor.user.backend_roles` and `ctx.monitor.user.roles`, which are arrays that contain the backend roles and roles assigned to the user. See [alerting security]({{site.url}}{{site.baseurl}}/monitoring-plugins/alerting/security/) for more information.
 `ctx.monitor.enabled` | Boolean | Whether the monitor is enabled.
 `ctx.monitor.enabled_time` | Milliseconds | Unix epoch time of when the monitor was last enabled.
-`ctx.monitor.schedule` | JSON | Contains a schedule of how often or when the monitor should run.
+`ctx.monitor.schedule` | Object | Contains a schedule of how often or when the monitor should run.
 `ctx.monitor.schedule.period.interval` | Integer | The interval at which the monitor runs.
 `ctx.monitor.schedule.period.unit` | String | The interval's unit of time.
 `ctx.monitor.inputs` | Array | An array that contains the indices and definition used to create the monitor.
@@ -282,7 +310,7 @@ Variable | Data Type | Description
 `ctx.trigger.id` | String | The trigger's ID.
 `ctx.trigger.name` | String | The trigger's name.
 `ctx.trigger.severity` | String | The trigger's severity.
-`ctx.trigger.condition`| JSON | Contains the Painless script used when creating the monitor.
+`ctx.trigger.condition`| Object | Contains the Painless script used when creating the monitor.
 `ctx.trigger.condition.script.source` | String | The language used to define the script. Must be painless.
 `ctx.trigger.condition.script.lang` | String | The script used to define the trigger.
 `ctx.trigger.actions`| Array | An array with one element that contains information about the action the monitor needs to trigger.
@@ -309,7 +337,13 @@ Variable | Data Type | Description
 `ctx.periodStart` | String | Unix timestamp for the beginning of the period during which the alert triggered. For example, if a monitor runs every ten minutes, a period might begin at 10:40 and end at 10:50.
 `ctx.periodEnd` | String | The end of the period during which the alert triggered.
 `ctx.error` | String | The error message if the trigger was unable to retrieve results or unable to evaluate the trigger, typically due to a compile error or null pointer exception. Null otherwise.
-`ctx.alert` | JSON | The current, active alert (if it exists). Includes `ctx.alert.id`, `ctx.alert.version`, and `ctx.alert.isAcknowledged`. Null if no alert is active.
+`ctx.alert` | Object | The current, active alert (if it exists). Includes `ctx.alert.id`, `ctx.alert.version`, and `ctx.alert.isAcknowledged`. Null if no alert is active. Only available with query-level monitors.
+`ctx.dedupedAlerts` | Object | Alerts that have already been triggered. OpenSearch keeps the existing alert to prevent the plugin from creating endless amounts of the same alerts. Only available with bucket-level monitors.
+`ctx.newAlerts` | Object | Newly created alerts. Only available with bucket-level monitors.
+`ctx.completedAlerts` | Object | Alerts that are no longer ongoing. Only available with bucket-level monitors.
+`bucket_keys` | String | Comma-separated list of the monitor's bucket key values. Available only for `ctx.dedupedAlerts`, `ctx.newAlerts`, and `ctx.completedAlerts`. Accessed through `ctx.dedupedAlerts[0].bucket_keys`.
+`parent_bucket_path` | String | The parent bucket path of the bucket that triggered the alert. Accessed through `ctx.dedupedAlerts[0].parent_bucket_path`.
+
 
 
 ---
@@ -334,6 +368,7 @@ If you don't want to receive notifications for alerts, you don't have to add act
    ```
 
    In this case, the message content must conform to the `Content-Type` header in the [custom webhook](#create-destinations).
+1. If you're using a bucket-level monitor, you can choose whether the monitor should perform an action for each execution or for each alert.
 
 1. (Optional) Use action throttling to limit the number of notifications you receive within a given span of time.
 

_opensearch/configuration.md

@@ -65,6 +65,10 @@ PUT _cluster/settings
 
 You can find `opensearch.yml` in `/usr/share/opensearch/config/opensearch.yml` (Docker) or `/etc/opensearch/opensearch.yml` (most Linux distributions) on each node.
 
+You can edit the `OPENSEARCH_PATH_CONF=/etc/opensearch` to change the config directory location. This variable is sourced from `/etc/default/opensearch`(Debian package) and `/etc/sysconfig/opensearch`(RPM package).
+
+If you set your customized `OPENSEARCH_PATH_CONF` variable, be aware that other default environment variables will not be loaded.
+
 You don't mark settings in `opensearch.yml` as persistent or transient, and settings use the flat form:
 
 ```yml

_opensearch/install/docker-security.md

@@ -129,8 +129,8 @@ plugins.security.enable_snapshot_restore_privilege: true
 plugins.security.check_snapshot_restore_write_privileges: true
 plugins.security.restapi.roles_enabled: ["all_access", "security_rest_api_access"]
 cluster.routing.allocation.disk.threshold_enabled: false
-plugins.security.audit.config.disabled_rest_categories: NONE
-plugins.security.audit.config.disabled_transport_categories: NONE
+opendistro_security.audit.config.disabled_rest_categories: NONE
+opendistro_security.audit.config.disabled_transport_categories: NONE
 ```
 
 Use this same override process to specify new [authentication settings]({{site.url}}{{site.baseurl}}/security-plugin/configuration/configuration/) in `/usr/share/opensearch/plugins/opensearch-security/securityconfig/config.yml`, as well as new default [internal users, roles, mappings, action groups, and tenants]({{site.url}}{{site.baseurl}}/security-plugin/configuration/yaml/).

_opensearch/install/helm.md

@@ -20,7 +20,7 @@ Resource | Description
 The specification in the default Helm chart supports many standard use cases and setups. You can modify the default chart to configure your desired specifications and set Transport Layer Security (TLS) and role-based access control (RBAC).
 
 For information about the default configuration, steps to configure security, and configurable parameters, see the
-[README](https://github.com/opensearch-project/opensearch-devops/blob/main/Helm/README.md).
+[README](https://github.com/opensearch-project/helm-charts/tree/main/charts).
 
 The instructions here assume you have a Kubernetes cluster with Helm preinstalled. See the [Kubernetes documentation](https://kubernetes.io/docs/setup/) for steps to configure a Kubernetes cluster and the [Helm documentation](https://helm.sh/docs/intro/install/) to install Helm.
 {: .note }

_opensearch/install/plugins.md

@@ -29,6 +29,24 @@ If you don't want to use the all-in-one OpenSearch installation options, you can
     </tr>
   </thead>
   <tbody>
+  <tr>
+    <td>1.1.0</td>
+    <td>
+      <pre>opensearch-alerting                  1.1.0.0
+opensearch-anomaly-detection         1.1.0.0
+opensearch-asynchronous-search       1.1.0.0
+opensearch-cross-cluster-replication 1.1.0.0
+opensearch-index-management          1.1.0.0
+opensearch-job-scheduler             1.1.0.0
+opensearch-knn                       1.1.0.0
+opensearch-notebooks                 1.1.0.0
+opensearch-performance-analyzer      1.1.0.0
+opensearch-reports-scheduler         1.1.0.0
+opensearch-security                  1.1.0.0
+opensearch-sql                       1.1.0.0
+</pre>
+    </td>
+  </tr>
   <tr>
     <td>1.0.1</td>
     <td>

_opensearch/install/tar.md

@@ -18,9 +18,10 @@ The tarball supports most Linux distributions, including CentOS 7, Amazon Linux
    ```bash
    # x64
    tar -zxf opensearch-{{site.opensearch_version}}-linux-x64.tar.gz
-   cd opensearch-{{site.opensearch_version}}{% comment %}# ARM64
+   cd opensearch-{{site.opensearch_version}}
+   # ARM64
    tar -zxf opensearch-{{site.opensearch_version}}-linux-arm64.tar.gz
-   cd opensearch-{{site.opensearch_version}}{% endcomment %}
+   cd opensearch-{{site.opensearch_version}}
    ```
 
 1. Run OpenSearch:

_replication-plugin/api.md

@@ -0,0 +1,391 @@
+---
+layout: default
+title: API
+nav_order: 50
+---
+
+# Cross-cluster replication API
+
+Use these replication operations to programmatically manage cross-cluster replication.
+
+#### Table of contents
+- TOC
+{:toc}
+
+## Start replication
+Introduced 1.1
+{: .label .label-purple }
+
+Initiate replication of an index from the leader cluster to the follower cluster. Send this request to the follower cluster.
+
+
+#### Request
+
+```json
+PUT /_plugins/_replication/<follower-index>/_start
+{
+   "leader_alias":"<connection-alias-name>",
+   "leader_index":"<index-name>",
+   "use_roles":{
+      "leader_cluster_role":"<role-name>",
+      "follower_cluster_role":"<role-name>"
+   }
+}
+```
+
+Specify the following options:
+
+Options | Description | Type | Required
+:--- | :--- |:--- |:--- |
+`leader_alias` |  The name of the cross-cluster connection. You define this alias when you [set up a cross-cluster connection]({{site.url}}{{site.baseurl}}/replication-plugin/get-started/#set-up-a-cross-cluster-connection). | `string` | Yes
+`leader_index` |  The index on the leader cluster that you want to replicate. | `string` | Yes
+`use_roles` |  The roles to use for all subsequent backend replication tasks between the indices. Specify a `leader_cluster_role` and `follower_cluster_role`. See [Map the leader and follower cluster roles]({{site.url}}{{site.baseurl}}/replication-plugin/permissions/#map-the-leader-and-follower-cluster-roles). | `string` | If security plugin is enabled
+
+#### Sample response
+
+```json
+{
+   "acknowledged": true
+}
+```
+
+## Stop replication
+Introduced 1.1
+{: .label .label-purple }
+
+Terminates replication and converts the follower index to a standard index. Send this request to the follower cluster.
+
+#### Request
+
+```json
+POST /_plugins/_replication/<follower-index>/_stop
+{}
+```
+
+#### Sample response
+
+```json
+{
+   "acknowledged": true
+}
+```
+
+## Pause replication
+Introduced 1.1
+{: .label .label-purple }
+
+Pauses replication of the leader index. Send this request to the follower cluster.
+
+#### Request
+
+```json
+POST /_plugins/_replication/<follower-index>/_pause 
+{}
+```
+
+You can't resume replication after it's been paused for more than 12 hours. You must [stop replication]({{site.url}}{{site.baseurl}}/replication-plugin/api/#stop-replication), delete the follower index, and restart replication of the leader.
+
+#### Sample response
+
+```json
+{
+   "acknowledged": true
+}
+```
+
+## Resume replication
+Introduced 1.1
+{: .label .label-purple }
+
+Resumes replication of the leader index. Send this request to the follower cluster.
+
+#### Request
+
+```json
+POST /_plugins/_replication/<follower-index>/_resume
+{}
+```
+
+#### Sample response
+
+```json
+{
+   "acknowledged": true
+}
+```
+
+## Get replication status
+Introduced 1.1
+{: .label .label-purple }
+
+Gets the status of index replication. Possible statuses are `SYNCING`, `BOOTSTRAPING`, `PAUSED`, and `REPLICATION NOT IN PROGRESS`. Use the syncing details to measure replication lag. Send this request to the follower cluster.
+
+#### Request
+
+```json
+GET /_plugins/_replication/<follower-index>/_status
+```
+
+#### Sample response
+
+```json
+{
+  "status" : "SYNCING",
+  "reason" : "User initiated",
+  "leader_alias" : "my-connection-name",
+  "leader_index" : "leader-01",
+  "follower_index" : "follower-01",
+  "syncing_details" : {
+    "leader_checkpoint" : 19,
+    "follower_checkpoint" : 19,
+    "seq_no" : 0
+  }
+}
+```
+To include shard replication details in the response, add the `&verbose=true` parameter.
+
+The leader and follower checkpoint values begin as negative integers and reflect the shard count (-1 for one shard, -5 for five shards, and so on). The values increment toward positive integers with each change that you make. For example, when you make a change on the leader index, the `leader_checkpoint` becomes `0`. The `follower_checkpoint` is initially still `-1` until the follower index pulls the change from the leader, at which point it increments to `0`. If the values are the same, it means the indices are fully synced.
+
+## Get leader cluster stats
+Introduced 1.1
+{: .label .label-purple }
+
+Gets information about replicated leader indices on a specified cluster. 
+
+#### Request
+
+```json
+GET /_plugins/_replication/leader_stats
+```
+
+#### Sample response
+
+```json
+{
+   "num_replicated_indices": 2,
+   "operations_read": 15,
+   "translog_size_bytes": 1355,
+   "operations_read_lucene": 0,
+   "operations_read_translog": 15,
+   "total_read_time_lucene_millis": 0,
+   "total_read_time_translog_millis": 659,
+   "bytes_read": 1000,
+   "index_stats":{
+      "leader-index-1":{
+         "operations_read": 7,
+         "translog_size_bytes": 639,
+         "operations_read_lucene": 0,
+         "operations_read_translog": 7,
+         "total_read_time_lucene_millis": 0,
+         "total_read_time_translog_millis": 353,
+         "bytes_read":466
+      },
+      "leader-index-2":{
+         "operations_read": 8,
+         "translog_size_bytes": 716,
+         "operations_read_lucene": 0,
+         "operations_read_translog": 8,
+         "total_read_time_lucene_millis": 0,
+         "total_read_time_translog_millis": 306,
+         "bytes_read": 534
+      }
+   }
+}
+```
+
+## Get follower cluster stats
+Introduced 1.1
+{: .label .label-purple }
+
+Gets information about follower (syncing) indices on a specified cluster. 
+
+#### Request
+
+```json
+GET /_plugins/_replication/follower_stats
+```
+
+#### Sample response
+
+```json
+{
+   "num_syncing_indices": 2,
+   "num_bootstrapping_indices": 0,
+   "num_paused_indices": 0,
+   "num_failed_indices": 0,
+   "num_shard_tasks": 2,
+   "num_index_tasks": 2,
+   "operations_written": 3,
+   "operations_read": 3,
+   "failed_read_requests": 0,
+   "throttled_read_requests": 0,
+   "failed_write_requests": 0,
+   "throttled_write_requests": 0,
+   "follower_checkpoint": 1,
+   "leader_checkpoint": 1,
+   "total_write_time_millis": 2290,
+   "index_stats":{
+      "follower-index-1":{
+         "operations_written": 2,
+         "operations_read": 2,
+         "failed_read_requests": 0,
+         "throttled_read_requests": 0,
+         "failed_write_requests": 0,
+         "throttled_write_requests": 0,
+         "follower_checkpoint": 1,
+         "leader_checkpoint": 1,
+         "total_write_time_millis": 1355
+      },
+      "follower-index-2":{
+         "operations_written": 1,
+         "operations_read": 1,
+         "failed_read_requests": 0,
+         "throttled_read_requests": 0,
+         "failed_write_requests": 0,
+         "throttled_write_requests": 0,
+         "follower_checkpoint": 0,
+         "leader_checkpoint": 0,
+         "total_write_time_millis": 935
+      }
+   }
+}
+```
+
+## Get auto-follow stats
+Introduced 1.1
+{: .label .label-purple }
+
+Gets information about auto-follow activity and any replication rules configured on the specified cluster.
+
+#### Request
+
+```json
+GET /_plugins/_replication/autofollow_stats
+```
+
+#### Sample response
+
+```json
+{
+   "num_success_start_replication": 2,
+   "num_failed_start_replication": 0,
+   "num_failed_leader_calls": 0,
+   "failed_indices":[
+      
+   ],
+   "autofollow_stats":[
+      {
+         "name":"my-replication-rule",
+         "pattern":"movies*",
+         "num_success_start_replication": 2,
+         "num_failed_start_replication": 0,
+         "num_failed_leader_calls": 0,
+         "failed_indices":[
+            
+         ]
+      }
+   ]
+}
+```
+
+## Update settings
+Introduced 1.1
+{: .label .label-purple }
+
+Updates settings on the follower index.
+
+#### Request
+
+```json
+PUT /_plugins/_replication/<follower-index>/_update
+{
+   "settings":{
+      "index.number_of_shards": 4,
+      "index.number_of_replicas": 2
+   }
+}
+```
+
+#### Sample response
+
+```json
+{
+   "acknowledged": true
+}
+```
+
+## Create replication rule
+Introduced 1.1
+{: .label .label-purple }
+
+Automatically starts replication on indices matching a specified pattern. If a new index on the leader cluster matches the pattern, OpenSearch automatically creates a follower index and begins replication. You can also use this API to update existing replication rules.
+
+Send this request to the follower cluster.
+
+Make sure to note the names of all auto-follow patterns after you create them. The replication plugin currently does not include an API operation to retrieve a list of existing patterns.
+{: .tip }
+
+#### Request
+
+```json
+POST /_plugins/_replication/_autofollow
+{
+   "leader_alias" : "<connection-alias-name>",
+   "name": "<auto-follow-pattern-name>",
+   "pattern": "<pattern>",
+   "use_roles":{
+      "leader_cluster_role": "<role-name>",
+      "follower_cluster_role": "<role-name>"
+   }
+}
+```
+
+Specify the following options:
+
+Options | Description | Type | Required
+:--- | :--- |:--- |:--- |
+`leader_alias` |  The name of the cross-cluster connection. You define this alias when you [set up a cross-cluster connection]({{site.url}}{{site.baseurl}}/replication-plugin/get-started/#set-up-a-cross-cluster-connection). | `string` | Yes
+`name` |  A name for the auto-follow pattern. | `string` | Yes
+`pattern` |  An array of index patterns to match against indices in the specified leader cluster. Supports wildcard characters. For example, `leader-*`. | `string` | Yes
+`use_roles` |  The roles to use for all subsequent backend replication tasks between the indices. Specify a `leader_cluster_role` and `follower_cluster_role`. See [Map the leader and follower cluster roles]({{site.url}}{{site.baseurl}}/replication-plugin/permissions/#map-the-leader-and-follower-cluster-roles). | `string` | If security plugin is enabled
+
+#### Sample response
+
+```json
+{
+   "acknowledged": true
+}
+```
+
+## Delete replication rule
+Introduced 1.1
+{: .label .label-purple }
+
+Deletes the specified replication rule. This operation prevents any new indices from being replicated but does not stop existing replication that the rule has already initiated.
+
+Send this request to the follower cluster.
+
+#### Request
+
+```json
+DELETE /_plugins/_replication/_autofollow
+{
+   "leader_alias" : "<connection-alias-name>",
+   "name": "<auto-follow-pattern-name>",
+}
+```
+
+Specify the following options:
+
+Options | Description | Type | Required
+:--- | :--- |:--- |:--- |
+`leader_alias` |  The name of the cross-cluster connection. You define this alias when you [set up a cross-cluster connection]({{site.url}}{{site.baseurl}}/replication-plugin/get-started/#set-up-a-cross-cluster-connection). | `string` | Yes
+`name` |  The name of the pattern. | `string` | Yes
+
+#### Sample response
+
+```json
+{
+   "acknowledged": true
+}
+```

_replication-plugin/auto-follow.md

@@ -0,0 +1,104 @@
+---
+layout: default
+title: Auto-follow
+nav_order: 20
+has_children: false
+
+---
+
+# Auto-follow for cross-cluster replication
+
+Auto-follow lets you automatically replicate indices created on the leader cluster based on matching patterns. When you create an index on the leader cluster with a name that matches a specified pattern (for example, `index-01*`), a corresponding follower index is automatically created on the follower cluster. 
+
+You can configure multiple replication rules for a single cluster. The patterns currently only support wildcard matching. 
+
+## Prerequisites
+
+You need to [set up a cross-cluster connection]({{site.url}}{{site.baseurl}}/replication-plugin/get-started/#set-up-a-cross-cluster-connection) between two clusters before you can enable auto-follow. 
+
+## Permissions
+
+If the security plugin is enabled, non-admin users need to be mapped to the appropriate permissions in order to perform replication actions. For index and cluster-level permissions requirements, see [Cross-cluster replication permissions]({{site.url}}{{site.baseurl}}/replication-plugin/permissions/).
+
+## Get started with auto-follow
+
+Replication rules are a collection of patterns that you create against a single remote cluster. When you create a replication rule, it automatically starts replicating any *new* indices that match the pattern, but does not replicate matching indices that were previously created. 
+
+Create a replication rule on the follower cluster:
+
+```bash
+curl -XPOST -k -H 'Content-Type: application/json' -u 'admin:admin' 'https://localhost:9200/_plugins/_replication/_autofollow?pretty' -d '
+{
+   "leader_alias" : "my-connection-alias",
+   "name": "my-replication-rule",
+   "pattern": "movies*",
+   "use_roles":{
+      "leader_cluster_role": "all_access",
+      "follower_cluster_role": "all_access"
+   }
+}'
+```
+
+If the security plugin is disabled, you can leave out the `use_roles` parameter. If it's enabled, however, you need to specify the leader and follower cluster roles that OpenSearch uses to authenticate requests. This example uses `all_access` for simplicity, but we recommend creating a replication user on each cluster and [mapping it accordingly]({{site.url}}{{site.baseurl}}/replication-plugin/permissions/#map-the-leader-and-follower-cluster-roles).
+{: .tip }
+
+To test the rule, create a matching index on the leader cluster:
+
+```bash
+curl -XPUT -k -H 'Content-Type: application/json' -u 'admin:admin' 'https://localhost:9201/movies-0001?pretty'
+```
+
+And confirm its replica shows up on the follower cluster:
+
+```bash
+curl -XGET -u 'admin:admin' -k 'https://localhost:9200/_cat/indices?v'
+```
+
+It might take several seconds for the index to appear.
+
+```bash
+health status index        uuid                     pri rep docs.count docs.deleted store.size pri.store.size
+yellow open   movies-0001  kHOxYYHxRMeszLjTD9rvSQ     1   1          0            0       208b           208b
+```
+
+## Retrieve replication rules
+
+To retrieve a list of existing replication rules configured on a cluster, send the following request:
+
+```bash
+curl -XGET -u 'admin:admin' -k 'https://localhost:9200/_plugins/_replication/autofollow_stats'
+
+{
+   "num_success_start_replication": 1,
+   "num_failed_start_replication": 0,
+   "num_failed_leader_calls": 0,
+   "failed_indices":[
+      
+   ],
+   "autofollow_stats":[
+      {
+         "name":"my-replication-rule",
+         "pattern":"movies*",
+         "num_success_start_replication": 1,
+         "num_failed_start_replication": 0,
+         "num_failed_leader_calls": 0,
+         "failed_indices":[
+            
+         ]
+      }
+   ]
+}
+```
+
+## Delete a replication rule
+
+When you delete a replication rule, OpenSearch stops replicating *new* indices that match the pattern, but existing indices that the rule previously created continue to replicate. If you need to stop existing replication activity, use the [stop replication API operation]({{site.url}}{{site.baseurl}}/replication-plugin/api/#stop-replication).
+
+```bash
+curl -XDELETE -k -H 'Content-Type: application/json' -u 'admin:admin' 'https://localhost:9200/_plugins/_replication/_autofollow?pretty' -d '
+{
+   "leader_alias" : "my-conection-alias",
+   "name": "my-replication-rule"
+}'
+```
+

_replication-plugin/get-started.md

@@ -0,0 +1,273 @@
+---
+layout: default
+title: Get started
+nav_order: 10
+---
+
+# Get started with cross-cluster replication
+
+With cross-cluster replication, you index data to a leader index, and OpenSearch replicates that data to one or more read-only follower indices. All subsequent operations on the leader are replicated on the follower, such as creating, updating, or deleting documents.
+
+## Prerequisites
+
+Cross-cluster replication has the following prerequisites:
+- Both the leader and follower cluster must have the replication plugin installed.
+- If you've overridden `node.roles` in `opensearch.yml` on the remote cluster, make sure it also includes the `remote_cluster_client` role:
+
+   ```yaml
+   node.roles: [<other_roles>, remote_cluster_client]
+   ```
+
+## Permissions
+
+Make sure the security plugin is either enabled on both clusters or disabled on both clusters. If you disabled the security plugin, you can skip this section. However, we strongly recommend enabling the security plugin in production scenarios.
+
+If the security plugin is enabled, non-admin users need to be mapped to the appropriate permissions in order to perform replication actions. For index and cluster-level permissions requirements, see [Cross-cluster replication permissions]({{site.url}}{{site.baseurl}}/replication-plugin/permissions/).
+
+In addition, add the following setting to `opensearch.yml` on the leader cluster so it allows connections from the follower cluster: 
+
+```yml
+plugins.security.nodes_dn_dynamic_config_enabled: true
+```
+
+## Example setup
+
+Save this sample file as `docker-compose.yml` and run `docker-compose up` to start two single-node clusters on the same network:
+
+```yml
+version: '3'
+services:
+  replication-node1:
+    image: opensearchproject/opensearch:{{site.opensearch_version}}
+    container_name: replication-node1
+    environment:
+      - cluster.name=leader-cluster
+      - discovery.type=single-node
+      - bootstrap.memory_lock=true
+      - "OPENSEARCH_JAVA_OPTS=-Xms512m -Xmx512m"
+    ulimits:
+      memlock:
+        soft: -1
+        hard: -1
+    volumes:
+      - opensearch-data2:/usr/share/opensearch/data
+    ports:
+      - 9201:9200
+      - 9700:9600 # required for Performance Analyzer
+    networks:
+      - opensearch-net
+  replication-node2:
+    image: opensearchproject/opensearch:{{site.opensearch_version}}
+    container_name: replication-node2
+    environment:
+      - cluster.name=follower-cluster
+      - discovery.type=single-node
+      - bootstrap.memory_lock=true
+      - "OPENSEARCH_JAVA_OPTS=-Xms512m -Xmx512m"
+    ulimits:
+      memlock:
+        soft: -1
+        hard: -1
+    volumes:
+      - opensearch-data1:/usr/share/opensearch/data
+    ports:
+      - 9200:9200
+      - 9600:9600 # required for Performance Analyzer
+    networks:
+      - opensearch-net
+
+volumes:
+  opensearch-data1:
+  opensearch-data2:
+
+networks:
+  opensearch-net:
+```
+
+After the clusters start, verify the names of each:
+
+```bash
+curl -XGET -u 'admin:admin' -k 'https://localhost:9201'
+{
+  "cluster_name" : "leader-cluster",
+  ...
+}
+
+curl -XGET -u 'admin:admin' -k 'https://localhost:9200'
+{
+  "cluster_name" : "follower-cluster",
+  ...
+}
+```
+
+For this example, use port 9201 (`replication-node1`) as the leader and port 9200 (`replication-node2`) as the follower cluster.
+
+To get the IP address for the leader cluster, first identify its container ID:
+
+```bash
+docker ps
+CONTAINER ID    IMAGE                                       PORTS                                                      NAMES
+3b8cdc698be5    opensearchproject/opensearch:{{site.opensearch_version}}   0.0.0.0:9200->9200/tcp, 0.0.0.0:9600->9600/tcp, 9300/tcp   replication-node2
+731f5e8b0f4b    opensearchproject/opensearch:{{site.opensearch_version}}   9300/tcp, 0.0.0.0:9201->9200/tcp, 0.0.0.0:9700->9600/tcp   replication-node1
+```
+
+Then get that container's IP address:
+
+```bash
+docker inspect --format='{% raw %}{{range .NetworkSettings.Networks}}{{.IPAddress}}{{end}}{% endraw %}' 731f5e8b0f4b
+172.22.0.3
+```
+
+## Set up a cross-cluster connection
+
+Cross-cluster replication follows a "pull" model, so most changes occur on the follower cluster, not the leader cluster. 
+
+On the follower cluster, add the IP address (with port 9300) for each seed node. Because this is a single-node cluster, you only have one seed node. Provide a descriptive name for the connection, which you'll use in the request to start replication:
+
+```bash
+curl -XPUT -k -H 'Content-Type: application/json' -u 'admin:admin' 'https://localhost:9200/_cluster/settings?pretty' -d '
+{
+  "persistent": {
+    "cluster": {
+      "remote": {
+        "my-connection-alias": {
+          "seeds": ["172.22.0.3:9300"]
+        }
+      }
+    }
+  }
+}'
+```
+
+## Start replication
+
+To get started, create an index called `leader-01` on the leader cluster:
+
+```bash
+curl -XPUT -k -H 'Content-Type: application/json' -u 'admin:admin' 'https://localhost:9201/leader-01?pretty'
+```
+
+Then start replication from the follower cluster. In the request body, provide the connection name and leader index that you want to replicate, along with the security roles you want to use:
+
+```bash
+curl -XPUT -k -H 'Content-Type: application/json' -u 'admin:admin' 'https://localhost:9200/_plugins/_replication/follower-01/_start?pretty' -d '
+{
+   "leader_alias": "my-connection-alias",
+   "leader_index": "leader-01",
+   "use_roles":{
+      "leader_cluster_role": "all_access",
+      "follower_cluster_role": "all_access"
+   }
+}'
+```
+
+If the security plugin is disabled, omit the `use_roles` parameter. If it's enabled, however, you must specify the leader and follower cluster roles that OpenSearch will use to authenticate the request. This example uses `all_access` for simplicity, but we recommend creating a replication user on each cluster and [mapping it accordingly]({{site.url}}{{site.baseurl}}/replication-plugin/permissions/#map-the-leader-and-follower-cluster-roles).
+{: .tip }
+
+This command creates an identical read-only index named `follower-01` on the local cluster that continuously stays updated with changes to the `leader-01` index on the remote cluster. Starting replication creates a follower index from scratch; you can't convert an existing index to a follower index. 
+
+## Confirm replication
+
+After replication starts, get the status:
+
+```bash
+curl -XGET -k -u 'admin:admin' 'https://localhost:9200/_plugins/_replication/follower-01/_status?pretty'
+
+{
+  "status" : "SYNCING",
+  "reason" : "User initiated",
+  "leader_alias" : "my-connection-alias",
+  "leader_index" : "leader-01",
+  "follower_index" : "follower-01",
+  "syncing_details" : {
+    "leader_checkpoint" : -1,
+    "follower_checkpoint" : -1,
+    "seq_no" : 0
+  }
+}
+```
+
+Possible statuses are `SYNCING`, `BOOTSTRAPING`, `PAUSED`, and `REPLICATION NOT IN PROGRESS`. 
+
+The leader and follower checkpoint values begin as negative numbers and reflect the shard count (-1 for one shard, -5 for five shards, and so on). The values increment with each change and illustrate how many updates the follower is behind the leader. If the indices are fully synced, the values are the same.
+
+To confirm that replication is actually happening, add a document to the leader index:
+
+```bash
+curl -XPUT -k -H 'Content-Type: application/json' -u 'admin:admin' 'https://localhost:9201/leader-01/_doc/1?pretty' -d '{"The Shining": "Stephen King"}'
+```
+
+Then validate the replicated content on the follower index:
+
+```bash
+curl -XGET -k -u 'admin:admin' 'https://localhost:9200/follower-01/_search?pretty'
+
+{
+  ...
+  "hits": [{
+    "_index": "follower-01",
+    "_type": "_doc",
+    "_id": "1",
+    "_score": 1.0,
+    "_source": {
+      "The Shining": "Stephen King"
+    }
+  }]
+}
+```
+
+## Pause and resume replication
+
+You can temporarily pause replication of an index if you need to remediate issues or reduce load on the leader cluster:
+
+```bash
+curl -XPOST -k -H 'Content-Type: application/json' -u 'admin:admin' 'https://localhost:9200/_plugins/_replication/follower-01/_pause?pretty' -d '{}'
+```
+
+To confirm replication is paused, get the status:
+
+```bash
+curl -XGET -k -u 'admin:admin' 'https://localhost:9200/_plugins/_replication/follower-01/_status?pretty'
+
+{
+  "status" : "PAUSED",
+  "reason" : "User initiated",
+  "leader_alias" : "my-connection-alias",
+  "leader_index" : "leader-01",
+  "follower_index" : "follower-01"
+}
+```
+
+When you're done making changes, resume replication:
+
+```bash
+curl -XPOST -k -H 'Content-Type: application/json' -u 'admin:admin' 'https://localhost:9200/_plugins/_replication/follower-01/_resume?pretty' -d '{}'
+```
+
+When replication resumes, the follower index picks up any changes that were made to the leader index while replication was paused.
+
+Note that you can't resume replication after it's been paused for more than 12 hours. You must [stop replication]({{site.url}}{{site.baseurl}}/replication-plugin/api/#stop-replication), delete the follower index, and restart replication of the leader.
+
+## Stop replication
+
+Terminate replication of a specified index from the follower cluster:
+
+```bash
+curl -XPOST -k -H 'Content-Type: application/json' -u 'admin:admin' 'https://localhost:9200/_plugins/_replication/follower-01/_stop?pretty' -d '{}'
+```
+
+When you stop replication, the follower index un-follows the leader and becomes a standard index that you can write to. You can't restart replication after stopping it. 
+
+Get the status to confirm that the index is no longer being replicated:
+
+```bash
+curl -XGET -k -u 'admin:admin' 'https://localhost:9200/_plugins/_replication/follower-01/_status?pretty'
+
+{
+  "status" : "REPLICATION NOT IN PROGRESS"
+}
+```
+
+You can further confirm that replication is stopped by making modifications to the leader index and confirming they don't show up on the follower index.
+
+

_replication-plugin/index.md

@@ -0,0 +1,23 @@
+---
+layout: default
+title: Cross-cluster replication
+nav_order: 1
+has_children: false
+redirect_from:
+  - /replication-plugin/
+---
+
+# Cross-cluster replication
+
+The cross-cluster replication plugin lets you replicate indices, mappings, and metadata from one OpenSearch cluster to another. Cross-cluster replication has the following benefits:
+- By replicating your indices, you ensure that you can continue to handle search requests in the event of an outage.
+- Replicating data across geographically distant data centers minimizes the distance between the data and the application server, reducing expensive latencies.
+- You can replicate data from multiple smaller clusters to a centralized reporting cluster, which is useful when it's inefficient to query across a large network.
+
+Replication follows an active-passive model where the follower index (where the data is replicated) pulls data from the leader (remote) index.
+
+The replication plugin supports replication of indices using wildcard pattern matching and provides commands to pause, resume, and stop replication. Once replication starts on an index, it initiates persistent background tasks on all primary shards on the follower cluster, which continuously poll corresponding shards from the leader cluster for updates.
+
+You can use the replication plugin with the security plugin to encrypt cross-cluster traffic with node-to-node encryption and control access to replication activities.
+
+To start, see [Get started with cross-cluster replication]({{site.url}}{{site.baseurl}}/replication-plugin/get-started/).

_replication-plugin/permissions.md

@@ -0,0 +1,78 @@
+---
+layout: default
+title: Permissions
+nav_order: 30
+---
+
+# Cross-cluster replication permissions
+
+You can use the [security plugin]({{site.url}}{{site.baseurl}}/security-plugin/index/) with cross-cluster replication to limit users to certain actions. For example, you might want certain users to only perform replication activity on the leader or follower cluster.
+
+Because cross-cluster replication involves multiple clusters, it's possible that clusters might have different security configurations. The following configurations are supported:
+
+- Security plugin fully enabled on both clusters
+- Security plugin enabled only for TLS on both clusters (`plugins.security.ssl_only`)
+- Security plugin absent or disabled on both clusters (not recommended)
+
+Enable node-to-node encryption on both the leader and the follower cluster to ensure that replication traffic between the clusters is encrypted.
+
+## Basic permissions
+
+In order for non-admin users to perform replication activities, they must be mapped to the appropriate permissions.  
+
+The security plugin has two built-in roles that cover most replication use cases: `cross_cluster_replication_leader_full_access`, which provides replication permissions on the leader cluster, and `cross_cluster_replication_follower_full_access`, which provides replication permissions on the follower cluster. For descriptions of each, see [Predefined roles]({{site.url}}{{site.baseurl}}/security-plugin/access-control/users-roles#predefined-roles).
+
+If you don't want to use the default roles, you can combine individual replication [permissions]({{site.url}}{{site.baseurl}}/replication-plugin/permissions/#replication-permissions) to meet your needs. Most permissions correspond to specific REST API operations. For example, the `indices:admin/plugins/replication/index/pause` permission lets you pause replication.
+
+## Map the leader and follower cluster roles
+
+The [start replication]({{site.url}}{{site.baseurl}}/replication-plugin/api/#start-replication) and [create replication rule]({{site.url}}{{site.baseurl}}/replication-plugin/api/#create-replication-rule) operations are special cases. They involve background processes on the leader and follower clusters that must be associated with roles. When you perform one of these actions, you must explicitly pass the `leader_cluster_role` and
+`follower_cluster_role` in the request, which OpenSearch then uses in all backend replication tasks.
+
+To enable non-admins to start replication and create replication rules, create an identical user on each cluster (for example, `replication_user`) and map them to the `cross_cluster_replication_leader_full_access` role on the remote cluster and `cross_cluster_replication_follower_full_access` on the follower cluster. For instructions, see [Map users to roles]({{site.url}}{{site.baseurl}}/security-plugin/access-control/users-roles/#map-users-to-roles).
+
+Then add those roles to the request, and sign it with the appropriate credentials:
+
+```bash
+curl -XPUT -k -H 'Content-Type: application/json' -u 'replication_user:password' 'https://localhost:9200/_plugins/_replication/follower-01/_start?pretty' -d '
+{
+   "leader_alias": "leader-cluster",
+   "leader_index": "leader-01",
+   "use_roles":{
+      "leader_cluster_role": "cross_cluster_replication_leader_full_access",
+      "follower_cluster_role": "cross_cluster_replication_follower_full_access"
+   }
+}'
+```
+
+You can create your own, custom leader and follower cluster roles using individual permissions, but we recommend using the default roles, which are a good fit for most use cases.
+
+## Replication permissions
+
+The following sections list the available index and cluster-level permissions for cross-cluster replication.
+
+### Follower cluster
+
+The security plugin supports these permissions for the follower cluster:
+
+```
+indices:admin/plugins/replication/index/setup/validate
+indices:admin/plugins/replication/index/start
+indices:admin/plugins/replication/index/pause
+indices:admin/plugins/replication/index/resume
+indices:admin/plugins/replication/index/stop
+indices:admin/plugins/replication/index/update
+indices:admin/plugins/replication/index/status_check
+indices:data/write/plugins/replication/changes
+cluster:admin/plugins/replication/autofollow/update
+```
+
+### Leader cluster
+
+The security plugin supports these permissions for the leader cluster:
+
+```
+indices:admin/plugins/replication/validate
+indices:data/read/plugins/replication/file_chunk
+indices:data/read/plugins/replication/changes
+```

_replication-plugin/settings.md

@@ -0,0 +1,34 @@
+---
+layout: default
+title: Settings
+nav_order: 40
+---
+
+# Replication settings
+
+The replication plugin adds several settings to the standard OpenSearch cluster settings.
+The settings are dynamic, so you can change the default behavior of the plugin without restarting your cluster.
+You can mark settings as `persistent` or `transient`.
+
+For example, to update how often the follower cluster polls the leader cluster for updates:
+
+```json
+PUT _cluster/settings
+{
+  "persistent": {
+    "plugins.replication.follower.metadata_sync_interval": "30s"
+  }
+}
+```
+
+These settings manage the resources consumed by remote recoveries. We don’t recommend changing these settings; the defaults should work well for most use cases.
+
+Setting | Default | Description
+:--- | :--- | :---
+`plugins.replication.follower.index.recovery.chunk_size` | 10MB | The chunk size requested by the follower cluster during file transfer. Specify the chunk size as a value and unit, for example, 10MB, 5KB. See [Supported units]({{site.url}}{{site.baseurl}}/opensearch/units/).
+`plugins.replication.follower.index.recovery.max_concurrent_file_chunks` | 4 | The number of file chunk requests that can be sent in parallel for each recovery. 
+`plugins.replication.follower.index.ops_batch_size` | 5000 | The number of operations that can be fetched at a time during the syncing phase of replication.
+`plugins.replication.follower.concurrent_readers_per_shard` | 2 | The number of concurrent requests from the follower cluster per shard during the syncing phase of replication.
+`plugins.replication.autofollow.fetch_poll_interval` | 30s | How often auto-follow tasks poll the leader cluster for new matching indices.
+`plugins.replication.follower.metadata_sync_interval` | 60s | How often the follower cluster polls the leader cluster for updated index metadata.
+

_sass/color_schemes/opensearch.scss

@@ -1,3 +1,5 @@
+$content-width: 740px;
+
 //
 // Brand colors
 //

_sass/custom/custom.scss

@@ -54,13 +54,13 @@ body {
 
 code {
   @include monospace;
-  font-size: 0.75rem;
+  font-size: 0.8rem;
   -webkit-font-smoothing: subpixel-antialiased;
   -moz-osx-font-smoothing: auto;
 }
 
 .site-nav {
-  padding-top: 2rem;
+  padding-top: 1rem;
 }
 
 .nav-category {
@@ -108,6 +108,13 @@ code {
   }
 }
 
+.site-footer {
+  display: none;
+  @include mq(lg) {
+    display: block;
+  }
+}
+
 .external-arrow {
   position: relative;
   top: 0.125rem;
@@ -389,7 +396,7 @@ html {
 
 body {
   @include serif;
-  @include font-size(18);
+  @include font-size(16);
   background: $background-lightest;
   color: $text;
   line-height: 1.6;
@@ -962,6 +969,7 @@ main {
     line-height: 1.3;
     padding: 1px 0 6px;
     margin: .45em 0 .35em;
+    letter-spacing: -1px;
 
     @include mq(md) {
       @include font-size(32, true);
@@ -975,6 +983,7 @@ main {
     a {
       font-weight: 300;
       background: none;
+      color: $text-link-alternate;
 
       &:hover, :active {
         background: none;
@@ -1082,6 +1091,11 @@ main {
   @include sans-serif;
   @include warning-stripes;
 
+  /* To match the website */
+  font-size: 1.125rem;
+  text-decoration-thickness: 0.5px;
+  text-underline-offset: 1px;
+
   a {
     color: $text;
 
@@ -1102,3 +1116,17 @@ main {
     }
   }
 }
+
+.version-wrapper {
+  text-align: center;
+  margin-bottom: 1rem;
+}
+
+version-selector {
+  z-index: 1;
+  font-size: .9rem;
+
+  --normal-bg: linear-gradient(#{lighten($blue-300, 5%)}, #{darken($blue-300, 2%)});
+  --hover-bg: linear-gradient(#{lighten($blue-300, 2%)}, #{darken($blue-300, 4%)});
+  --link-color: #{$blue-300};
+}

_security-plugin/access-control/permissions.md

@@ -130,6 +130,7 @@ These permissions are for the cluster and can't be applied granularly. For examp
 - cluster:admin/opendistro/reports/instance/list
 - cluster:admin/opendistro/reports/instance/get
 - cluster:admin/opendistro/reports/menu/download
+- cluster:admin/plugins/replication/autofollow/update
 - cluster:admin/reindex/rethrottle
 - cluster:admin/repository/delete
 - cluster:admin/repository/get
@@ -196,6 +197,13 @@ These permissions apply to an index or index pattern. You might want a user to h
 - indices:admin/mappings/fields/get*
 - indices:admin/mappings/get
 - indices:admin/open
+- indices:admin/plugins/replication/index/setup/validate
+- indices:admin/plugins/replication/index/start
+- indices:admin/plugins/replication/index/pause
+- indices:admin/plugins/replication/index/resume
+- indices:admin/plugins/replication/index/stop
+- indices:admin/plugins/replication/index/update
+- indices:admin/plugins/replication/index/status_check
 - indices:admin/refresh
 - indices:admin/refresh*
 - indices:admin/resolve/index
@@ -221,6 +229,8 @@ These permissions apply to an index or index pattern. You might want a user to h
 - indices:data/read/msearch/template
 - indices:data/read/mtv (multi-term vectors)
 - indices:data/read/mtv*
+- indices:data/read/plugins/replication/file_chunk
+- indices:data/read/plugins/replication/changes
 - indices:data/read/scroll
 - indices:data/read/scroll/clear
 - indices:data/read/search
@@ -231,6 +241,7 @@ These permissions apply to an index or index pattern. You might want a user to h
 - indices:data/write/bulk*
 - indices:data/write/delete (delete documents)
 - indices:data/write/delete/byquery
+- indices:data/write/plugins/replication/changes
 - indices:data/write/index (add documents to existing indices)
 - indices:data/write/reindex
 - indices:data/write/update

_security-plugin/access-control/users-roles.md

@@ -109,6 +109,8 @@ Role | Description
 `anomaly_full_access` | Grants full permissions to all anomaly detection actions.
 `anomaly_read_access` | Grants permissions to view detectors, but not create, modify, or delete detectors.
 `all_access` | Grants full access to the cluster: all cluster-wide operations, write to all indices, write to all tenants.
+`cross_cluster_replication_follower_full_access` | Grants full access to perform cross-cluster replication actions on the follower cluster.
+`cross_cluster_replication_leader_full_access` | Grants full access to perform cross-cluster replication actions on the leader cluster.
 `kibana_read_only` | A special role that prevents users from making changes to visualizations, dashboards, and other OpenSearch Dashboards objects. See `opensearch_security.readonly_mode.roles` in `opensearch_dashboards.yml`. Pair with the `kibana_user` role.
 `kibana_user` | Grants permissions to use OpenSearch Dashboards: cluster-wide searches, index monitoring, and write to various OpenSearch Dashboards indices.
 `logstash` | Grants permissions for Logstash to interact with the cluster: cluster-wide searches, cluster monitoring, and write to the various Logstash indices.
@@ -121,6 +123,7 @@ Role | Description
 `reports_full_access` | Grants full permissions to reports.
 `asynchronous_search_full_access` | Grants full permissions to all asynchronous search actions.
 `asynchronous_search_read_access` | Grants permissions to view asynchronous searches, but not to submit, modify, or delete async searches.
+`index_management_full_access` | Grants full permissions to all index management actions, including ISM, transforms, and rollups.
 
 
 For more detailed summaries of the permissions for each role, reference their action groups against the descriptions in [Default action groups]({{site.url}}{{site.baseurl}}/security-plugin/access-control/default-action-groups/).

_upgrade-to/upgrade-to.md

@@ -179,3 +179,116 @@ If you are upgrading an Open Distro for Elasticsearch cluster, we recommend firs
      }
    }
    ```
+
+## Upgrade tool
+
+The `opensearch-upgrade` tool lets you automate some of the steps in [Upgrade to OpenSearch]({{site.url}}{{site.baseurl}}/upgrade-to/upgrade-to/#upgrade-to-opensearch), eliminating the need for error-prone manual operations.
+
+The `opensearch-upgrade` tool performs the following functions:
+
+- Imports any existing configurations and applies it to the new installation of OpenSearch.
+- Installs any existing core plugins.
+
+### Limitations
+
+The `opensearch-upgrade` tool doesn't perform an end-to-end upgrade:
+
+- You need to run the tool on each node of the cluster individually as part of the upgrade process.
+- The tool doesn't provide a rollback option after you've upgraded a node, so make sure you follow best practices and take backups.
+- You must install all community plugins (if available) manually.
+- The tool only validates any keystore settings at service start-up time, so you must manually remove any unsupported settings for the service to start.
+
+### Using the upgrade tool
+
+To perform a rolling upgrade using the [OpenSearch tarball]({{site.url}}{{site.baseurl}}/opensearch/install/tar/) distribution:
+
+Check [Upgrade paths]({{site.url}}{{site.baseurl}}/upgrade-to/upgrade-to/#upgrade-paths) to make sure that the version you’re upgrading to is supported and whether you need to upgrade to a supported Elasticsearch OSS version first.
+{: .note }
+
+1. Disable shard allocation to prevent Elasticsearch OSS from replicating shards as you shut down nodes:
+
+   ```json
+   PUT _cluster/settings
+   {
+     "persistent": {
+       "cluster.routing.allocation.enable": "primaries"
+     }
+   }
+   ```
+
+1. On any one of the nodes, download and extract the OpenSearch tarball to a new directory.
+
+1. Make sure the following environment variables are set:
+
+    - `ES_HOME` - Path to the existing Elasticsearch installation home.
+
+      ```bash
+      export ES_HOME = /home/workspace/upgrade-demo/node1/elasticsearch-7.10.2
+      ```
+
+    - `ES_PATH_CONF` - Path to the existing Elasticsearch config directory.
+
+      ```bash
+      export ES_PATH_CONF = /home/workspace/upgrade-demo/node1/os-config
+      ```
+
+    - `OPENSEARCH_HOME` - Path to the OpenSearch installation home.
+
+      ```bash
+      export OPENSEARCH_HOME = /home/workspace/upgrade-demo/node1/opensearch-1.0.0
+      ```
+
+    - `OPENSEARCH_PATH_CONF` - Path to the OpenSearch config directory.
+
+      ```bash
+      export OPENSEARCH_PATH_CONF = /home/workspace/upgrade-demo/node1/opensearch-config
+      ```
+
+1. The `opensearch-upgrade` tool is in the `bin` directory of the distribution. Run the following command from the distribution home:
+
+   Make sure you run this tool as the same user running the current Elasticsearch service.
+   {: .note }
+
+   ```json
+   ./bin/opensearch-upgrade
+   ```
+
+1. Stop Elasticsearch OSS on the node.
+
+   On Linux distributions that use systemd, use this command:
+
+   ```bash
+   sudo systemctl stop elasticsearch.service
+   ```
+
+   For tarball installations, find the process ID (`ps aux`) and kill it (`kill <pid>`).
+
+1. Start OpenSearch on the node:
+
+   ```json
+   ./bin/opensearch -d.
+   ```
+
+1. Repeat steps 2--6 until all nodes are using the new version.
+
+1. After all nodes are using the new version, re-enable shard allocation:
+
+   ```json
+   PUT _cluster/settings
+   {
+    "persistent": {
+       "cluster.routing.allocation.enable": "all"
+     }
+   }
+   ```
+
+### How it works
+
+Behind the scenes, the `opensearch-upgrade` tool performs the following tasks in sequence:
+
+1. Looks for a valid Elasticsearch installation on the current node. After it finds the installation, it reads the `elasticsearch.yml` file to get the endpoint details and connects to the locally running Elasticsearch service. If the tool can't find an Elasticsearch installation, it tries to get the path from the `ES_HOME` location.
+1. Verifies if the existing version of Elasticsearch is compatible with the OpenSearch version. It prints a summary of the information gathered to the console and prompts you for a confirmation to proceed.
+1. Imports the settings from the `elasticsearch.yml` config file into the `opensearch.yml` config file.
+1. Copies across any custom JVM options from the `$ES_PATH_CONF/jvm.options.d` directory into the `$OPENSEARCH_PATH_CONF/jvm.options.d` directory. Similarly, it also imports the logging configurations from the `$ES_PATH_CONF/log4j2.properties` file into the `$OPENSEARCH_PATH_CONF/log4j2.properties` file.
+1. Installs the core plugins that you’ve currently installed in the `$ES_HOME/plugins` directory. You must install all other third-party community plugins manually.
+1. Imports the secure settings from the `elasticsearch.keystore` file (if any) into the `opensearch.keystore` file. If the keystore file is password protected, the `opensearch-upgrade` tool prompts you to enter the password.

assets/js/_version-selector.js

@@ -0,0 +1,176 @@
+const PREFIX = "OpenSearch ";
+const tpl = `
+    <style>
+    :host {
+        display: inline-block;
+        position: relative;
+        box-sizing: border-box;
+        font-size: 1em;
+        user-select: none;
+        margin: 3px;
+        text-align: left;
+    }
+    
+    * {
+        box-sizing: border-box;
+    }
+    
+    #root {
+        text-decoration: none;
+        color: #FFFFFF;
+        background-color: #00509c;
+        background-image: var(--normal-bg);
+        box-shadow: 0 1px 3px rgba(0, 0, 0, 0.25), 0 4px 10px rgba(0, 0, 0, 0.12);
+        border-radius: 4px;
+        padding: 0.3em 3em 0.3em 1em;
+        margin: 0;
+        
+        position: relative;
+        display: block;
+        z-index: 2;
+        cursor: pointer;
+    }
+    
+    #root:hover {
+        background-image: var(--hover-bg);
+    }
+    
+    #root:focus:hover {
+        box-shadow: 0 0 0 3px rgba(0, 0, 255, 0.25);
+    }
+    
+    #root:before {
+        content: "";
+        position: absolute;
+        top: 5px;
+        bottom: 5px;
+        width: 0;
+        border-width: 0 1px;
+        border-color: #000 rgba(0, 0, 0, .2) #000 rgba(255, 255, 255, .6);
+        right: 2em;
+        border-style: solid;
+        background-blend-mode: multiply;
+    }
+    
+    #root > svg {
+        position: absolute;
+        right: .5em;
+        top: .6em;
+    }
+    
+    #dropdown {
+        position: absolute;
+        min-width: calc(100% - 2px);
+        top: 100%;
+        left: 0;
+        box-shadow: 0 1px 3px rgba(0, 0, 0, 0.25), 0 4px 10px rgba(0, 0, 0, 0.12);
+        
+        margin: -5px 1px 0 1px;
+        padding-top: 5px;
+        white-space: nowrap;
+        border-radius: 0 0 4px 4px;
+        
+        background: #fff;
+        z-index: 1;
+    }
+    
+    :host(:not([aria-expanded="true"])) #dropdown {
+        display: none;
+    }
+    
+    #spacer {
+        appearance: none;
+        visibility: hidden;
+        pointer-events: none;
+        height: 0;
+        margin: 0 1px;
+        overflow: hidden;
+    }
+    
+    #spacer > a,
+    #dropdown > a {
+        display: block;
+        white-space: nowrap;
+        padding: 0.3em calc(3em - 1px) 0.3em calc(1em - 1px);
+        border-bottom: 1px solid #eee;
+        text-decoration: none;
+        color: var(--link-color);
+        position: relative;
+    }
+    
+    #dropdown > a:last-child {
+        border: 0;
+    }
+    
+    #dropdown > a:hover {
+        background: #efefef;
+    }
+    
+    a.latest:after {
+        content: "LATEST";
+        position: absolute;
+        right: .4rem;
+        font-size: 0.6em;
+        font-weight: 700;
+        top: 50%;
+        transform: translateY(-50%);
+        color: #999;
+    }
+    </style>
+    <a id="root" role="button" aria-labelledby="selected" aria-controls="dropdown" tabindex="0">
+      <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" role="img" width="1em" height="1em" preserveAspectRatio="xMidYMid meet" viewBox="0 0 24 24"><g fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M6 9l6 6l6-6"/></g></svg>
+      <span id="selected"></span>
+    </a>
+    <div id="dropdown" role="navigation"></div>
+    <div id="spacer" aria-hidden="true"></div>
+`;
+
+class VersionSelector extends HTMLElement {
+    static get observedAttributes() {
+        return ['selected'];
+    }
+
+    constructor() {
+        super();
+        this.attachShadow({mode: 'open'});
+        this._onBlur = (e => {
+            this._expand(false);
+            this.removeEventListener('blur', this._onBlur);
+        }).bind(this);
+    }
+
+    async connectedCallback() {
+        const {shadowRoot} = this;
+        const frag = this._makeFragment(tpl);
+
+        frag.querySelector('#selected').textContent = `${PREFIX}${this.getAttribute('selected')}.x`;
+
+        const pathName = location.pathname.replace(/\/docs(\/((latest|\d+\.\d+)\/?)?)?/, '');
+        const versionsDOMText = DOC_VERSIONS.map((v, idx) => `<a href="/docs/${v}/${pathName}"${idx === 0 ? ' class="latest"' : ''}>${PREFIX}${v}.x</a>`)
+            .join('');
+
+        frag.querySelector('#dropdown').appendChild(this._makeFragment(versionsDOMText));
+        frag.querySelector('#spacer').appendChild(this._makeFragment(versionsDOMText));
+
+        shadowRoot.appendChild(frag);
+
+        this._instrument(shadowRoot);
+    }
+
+    _instrument(shadowRoot) {
+        shadowRoot.querySelector('#root').addEventListener('click', e => {
+            this._expand(this.getAttribute('aria-expanded') !== 'true');
+        });
+    }
+
+    _expand(flag) {
+        this.setAttribute('aria-expanded', flag);
+        if (flag) this.addEventListener('blur', this._onBlur);
+    }
+
+    _makeFragment(html) {
+        return document.createRange().createContextualFragment(html);
+    }
+}
+
+customElements.define('version-selector', VersionSelector);

assets/js/version-selector.tpl

@@ -0,0 +1,9 @@
+---
+permalink: /assets/js/version-selector.js
+---
+(() => {
+{% assign current_array = site.data.versions.current | split: '!' %}
+{% assign all_versions = current_array | concat: site.data.versions.past %}
+const DOC_VERSIONS = {{ all_versions | jsonify }};
+{% include_relative _version-selector.js %}
+})();

version-history.md

@@ -9,6 +9,7 @@ permalink: /version-history/
 
 OpenSearch version | Release highlights | Release date
 :--- | :--- | :--- | :---
+[1.1.0](https://github.com/opensearch-project/opensearch-build/tree/main/release-notes/opensearch-release-notes-1.1.0.md) | Adds cross-cluster replication, security for Index Management, bucket-level alerting, a CLI to help with upgrading from Elasticsearch OSS to OpenSearch, and enhancements to high cardinality data in the anomaly detection plugin. | 5 October 2021
 [1.0.1](https://github.com/opensearch-project/opensearch-build/tree/main/release-notes/opensearch-release-notes-1.0.1.md) | Bug fixes. | 1 September 2021
 [1.0.0](https://github.com/opensearch-project/opensearch-build/tree/main/release-notes/opensearch-release-notes-1.0.0.md) | General availability release. Adds compatibility setting for clients that require a version check before connecting. | 12 July 2021
 [1.0.0-rc1](https://github.com/opensearch-project/opensearch-build/tree/main/release-notes/opensearch-release-notes-1.0.0-rc1.md) | First release candidate. | 7 June 2021