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@@ -16,6 +16,39 @@ your data in a hot-warm-cold architecture,
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you can still use attribute-based allocation filters to
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control shard allocation for other purposes.
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+{ess} and {ece} can perform the migration automatically. For self-managed
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+deployments, you need to manually update your configuration, ILM policies, and
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+indices to switch to node roles.
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+
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+[discrete]
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+[[cloud-migrate-to-node-roles]]
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+=== Automatically migrate to node roles on {ess} or {ece}
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+
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+If you are using node attributes on {ess} or {ece}, you will be
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+prompted to switch to node roles when you:
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+
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+* Upgrade to {es} 7.10 or higher
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+* Deploy a warm, cold, or frozen data tier
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+* {cloud}/ec-autoscaling.html[Enable autoscaling]
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+
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+These actions automatically update your cluster configuration
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+and {ilm-init} policies to use node roles. Additionally, upgrading to
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+version 7.14 or higher automatically update {ilm-init} policies
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+whenever any configuration change is applied to your deployment.
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+
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+
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+If you use custom index templates, check them after the automatic migration
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+completes and remove any <<shard-allocation-filtering, attribute-based
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+allocation filters>>.
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+
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+NOTE: You do not need to take any further action after the automatic migration.
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+The following manual steps are only necessary if you do not allow the automatic
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+migration or have a self-managed deployment.
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+
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+[discrete]
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+[[on-prem-migrate-to-node-roles]]
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+=== Migrate to node roles on self-managed deployments
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+
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To switch to using node roles:
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. <<assign-data-tier, Assign data nodes>> to the appropriate data tier.
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@@ -28,7 +61,7 @@ on new indices.
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[discrete]
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[[assign-data-tier]]
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-=== Assign data nodes to a data tier
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+==== Assign data nodes to a data tier
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Configure the appropriate roles for each data node to assign it to one or more
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data tiers: `data_hot`, `data_content`, `data_warm`, `data_cold`, or `data_frozen`.
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@@ -66,7 +99,7 @@ node.roles [ data_hot, data_content ]
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[discrete]
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[[remove-custom-allocation-settings]]
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-=== Remove custom allocation settings from existing {ilm-init} policies
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+==== Remove custom allocation settings from existing {ilm-init} policies
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Update the allocate action for each lifecycle phase to remove the attribute-based
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allocation settings. {ilm-init} will inject a
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@@ -85,7 +118,7 @@ your policy must include the hot, warm, and cold phases.
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[discrete]
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[[stop-setting-custom-hot-attribute]]
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-=== Stop setting the custom hot attribute on new indices
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+==== Stop setting the custom hot attribute on new indices
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When you create a data stream, its first backing index
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is now automatically assigned to `data_hot` nodes.
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@@ -105,7 +138,7 @@ If you're using a custom index template, update it to remove the <<shard-allocat
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[discrete]
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[[set-tier-preference]]
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-=== Set a tier preference for existing indices.
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+==== Set a tier preference for existing indices.
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{ilm-init} automatically transitions managed indices through the available
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data tiers by automatically injecting a <<ilm-migrate,migrate action>>
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