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@@ -1,9 +1,64 @@
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[[indices-upgrade]]
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== Upgrade
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-The upgrade API allows to upgrade one or more indices to the latest format
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-through an API. The upgrade process converts any segments written
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-with previous formats.
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+The upgrade API allows to upgrade one or more indices to the latest Lucene
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+format through an API. The upgrade process converts any segments written with
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+older formats.
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+
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+.When to use the `upgrade` API
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+**************************************************
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+
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+Newer versions of Lucene often come with a new index format which provides bug
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+fixes and performance improvements. In order to take advantage of these
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+improvements, the segments in each shard need to be rewritten using the latest
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+Lucene format.
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+
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+.Automatic upgrading
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+
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+Indices that are actively being written to will automatically write new
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+segments in the latest format. The background merge process which combines
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+multiple small segments into a single bigger segment will also write the new
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+merged segment in the latest format.
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+
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+.Optional manual upgrades
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+
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+Some old segments may never be merged away because they are already too big to
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+be worth merging, and indices that no longer receive changes will not be
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+upgraded automatically. Upgrading segments is not required for most
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+Elasticsearch upgrades because it can read older formats from the current and
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+previous major version of Lucene.
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+
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+You can, however, choose to upgrade old segments manually to take advantage of
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+the latest format. The `upgrade` API will rewrite any old segments in the
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+latest Lucene format. It can be run on one index, multiple or all indices, so
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+you can control when it is run and how many indices it should upgrade.
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+
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+.When you must use the `upgrade` API
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+
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+Elasticsearch can only read formats from the current and previous major
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+version of Lucene. For instance, Elasticsearch 2.x (Lucene 5) can read disk
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+formats from Elasticsearch 0.90 and 1.x (Lucene 4), but not from Elasticsearch
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+0.20 and before (Lucene 3).
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+
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+In fact, an Elasticsearch 2.0 cluster will refuse to start if any indices
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+created before Elasticsearch 0.90 are present, and it will refuse to open them
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+if they are imported as dangling indices later on. It will not be possible to
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+restore an index created with Elasticsearch 0.20.x and before into a 2.0
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+cluster.
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+
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+These ancient indices must either be deleted or upgraded before migrating to
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+Elasticsearch 2.0. Upgrading will:
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+
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+* Rewrite old segments in the latest Lucene format.
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+* Add the `index.version.minimum_compatible` setting to the index, to mark it as
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+ 2.0 compatible coming[1.6.0].
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+
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+Instead of upgrading all segments that weren't written with the most recent
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+version of Lucene, you can choose to do the minimum work required before
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+moving to Elasticsearch 2.0, by specifying the `only_ancient_segments` option,
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+which will only rewrite segments written by Lucene 3.
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+
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+**************************************************
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[float]
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=== Start an upgrade
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