Added instructions about ISM visual editor

Getting started content for Go

_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/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
 

_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)
+```

_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 }

_im-plugin/ism/index.md

@@ -31,14 +31,33 @@ 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 visual editor or JSON 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.
+
+#### Visual 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 **Visual editor**.
+4. In the **Policy info** section, enter a policy ID and an optional description.
+5. In the **Error notification** section, set up an optional error notification that gets sent whenever a policy execution fails. For more information, see [Error notifications]({{site.url}}{{site.baseurl}}/im-plugin/ism/policies#error-notifications).
+6. In **ISM templates**, enter any ISM template patterns to automatically apply this policy to existing and future indices. For example, if you specify a template of `sample-index*`, the ISM plugin automatically applies this policy to any indices whose names start with `sample-index`.
+7. In **States**, add any states you want to include in the policy. Each state has [actions]({{site.url}}{{site.baseurl}}/im-plugin/ism/policies/#actions) the plugin executes when the index enters a certain state, and [transitions]({{site.url}}{{site.baseurl}}/im-plugin/ism/policies/#transitions), which have conditions that, when met, transition the index into a destination state. The first state you create in a policy is automatically set as the initial state. Each policy must have at least one state, but actions and transitions are optional.
+8. 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:
+
+#### JSON editor
+
+1. Choose the **Index Policies** tab.
+2. Choose **Create policy**.
+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 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

@@ -39,7 +39,7 @@ Field | Description | Type | Required | Read Only
 
 ---
 
-## States  
+## States
 
 A state is the description of the status that the managed index is currently in. A managed index can be in only one state at a time. Each state has associated actions that are executed sequentially on entering a state and transitions that are checked after all the actions have been completed.
 
@@ -71,7 +71,7 @@ The `retry` operation has the following parameters:
 Parameter | Description | Type | Required | Default
 :--- | :--- |:--- |:--- |
 `count` | The number of retry counts. | `number` | Yes | -
-`backoff` | The backoff policy type to use when retrying. | `string` | No | Exponential
+`backoff` | The backoff policy type to use when retrying. Valid values are Exponential, Constant, and Linear. | `string` | No | Exponential
 `delay` | The time to wait between retries. Accepts time units for minutes, hours, and days. | `time unit` | No | 1 minute
 
 The following example action has a timeout period of one hour. The policy retries this action three times with an exponential backoff policy, with a delay of 10 minutes between each retry:
@@ -659,6 +659,6 @@ After 30 days, the policy moves this index into a `delete` state. The service se
 }
 ```
 
-This diagram shows the `states`, `transitions`, and `actions` of the above policy as a finite-state machine. For more information about finite-state machines, see [Wikipedia](https://en.wikipedia.org/wiki/Finite-state_machine).  
+This diagram shows the `states`, `transitions`, and `actions` of the above policy as a finite-state machine. For more information about finite-state machines, see [Wikipedia](https://en.wikipedia.org/wiki/Finite-state_machine).
 
 ![Policy State Machine]({{site.baseurl}}/images/ism.png)

_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 }

_upgrade-to/upgrade-to.md

@@ -179,116 +179,3 @@ 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.