[DOCS] Improvements to the upgrade docs (#48126)
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[[upgrade]]
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== Upgrading {kib}
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[IMPORTANT]
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===========================================
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Before upgrading {kib}:
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* Consult the <<breaking-changes,breaking changes>> docs.
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* Test upgrades in a dev environment before upgrading your production servers.
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* Backup your data using the {es} {ref}/modules-snapshots.html[snapshots] feature.
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You **cannot roll back** to an earlier version unless you have a backup of
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your data.
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* If you are using custom plugins, check that a compatible version is
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available.
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===========================================
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Depending on which version of {kib} you're upgrading from, the upgrade process to 7.0
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will vary.
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The recommended path is to upgrade to 6.7 before upgrading to 7.0.
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This makes it easier to identify the changes you need to make to upgrade and enables
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you to perform a rolling upgrade with no downtime.
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Please see
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*{stack-ref}/upgrading-elastic-stack.html[Upgrading the Elastic Stack]* for a
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comprehensive overview of the upgrade process.
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Depending on the {kib} version you're upgrading from, the upgrade process to 7.0
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varies.
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[float]
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==== Upgrading from 5.x or earlier
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{es} can read indices created in the previous major version. If you have indices
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created in 5.x or before, you must reindex or delete them before upgrading to 7.0.0.
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See {stack-ref}/upgrading-elastic-stack.html#oss-stack-upgrade[Upgrading the Elastic Stack]
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for more information.
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[[upgrade-before-you-begin]]
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=== Before you begin
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Once your reindex is complete, you can follow the <<upgrade-standard, Standard upgrade>>
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Before you upgrade {kib}:
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* Consult the <<breaking-changes,breaking changes>>.
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* Before you upgrade production servers, test the upgrades in a dev environment.
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* Backup your data with {es} {ref}/modules-snapshots.html[snapshots].
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To roll back to an earlier version, you **must** have a backup of your data.
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* If you are using custom plugins, check that a compatible version is
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available.
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* Shut down all {kib} nodes. Running more than one {kib} version against the
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same Elasticseach index is unsupported. If you upgrade while older {kib} nodes are
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running, the upgrade can fail.
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To identify the changes you need to make to upgrade, and to enable you to
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perform an Elasticsearch rolling upgrade with no downtime, you must upgrade to
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6.7 before you upgrade to 7.0.
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For a comprehensive overview of the upgrade process, refer to
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*{stack-ref}/upgrading-elastic-stack.html[Upgrading the Elastic Stack]*.
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[float]
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[[upgrade-5x-earlier]]
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=== Upgrading from 5.x or earlier
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{es} can read indices created in the previous major version. Before you upgrade
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to 7.0.0, you must reindex or delete any indices created in 5.x or earlier.
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For more information, refer to
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{stack-ref}/upgrading-elastic-stack.html#oss-stack-upgrade[Upgrading the Elastic Stack].
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When your reindex is complete, follow the <<upgrade-standard, Standard upgrade>>
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instructions.
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[float]
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==== Upgrading from 6.x
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[[upgrade-6x]]
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=== Upgrading from 6.x
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The recommended path is to upgrade to 6.7 before upgrading to 7.0. This makes it
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easier to identify the required changes, and enables you to use the Upgrade Assistant
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to prepare for your upgrade to 7.0 (see below).
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easier to identify the required changes, and enables you to use the Upgrade
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Assistant to prepare for your upgrade to 7.0.
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*Note:* Saved searches, visualizations, and dashboards created in {kib} 6.x
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can be generally imported into 7.x.
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TIP: The ability to import {kib} 6.x saved searches, visualizations, and
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dashboards is supported.
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[float]
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==== Upgrading from 6.7
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6.7 includes an https://www.elastic.co/guide/en/kibana/6.7/upgrade-assistant.html[Upgrade Assistant]
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to help you prepare for your upgrade to 7.0. To access the assistant, go to *Management > 7.0 Upgrade Assistant*.
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[[upgrade-67]]
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=== Upgrading from 6.7
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To help you prepare for your upgrade to 7.0, 6.7 includes an https://www.elastic.co/guide/en/kibana/6.7/upgrade-assistant.html[Upgrade Assistant]
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To access the assistant, go to *Management > 7.0 Upgrade Assistant*.
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After you have addressed any issues that were identified by the Upgrade Assistant,
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<<upgrade-standard,upgrade to 7.0>>.
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After you have addressed any issues that were identified by the Upgrade
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Assistant, <<upgrade-standard,upgrade to 7.0>>.
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include::upgrade/upgrade-standard.asciidoc[]
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