### Module 2: Setting Up OpenSearch Clusters #### Lesson 1: Installation and Configuration Basics **Objective**: Equip participants with the knowledge to install and configure OpenSearch clusters, covering both self-managed and AWS-managed environments. **Topics**: - **Installation Methods**: Overview of different installation options for OpenSearch, including Docker, tarball, and cloud services like AWS Managed OpenSearch Service. - **Configuration Files**: Deep dive into OpenSearch configuration files (`opensearch.yml`), highlighting key parameters for cluster setup, node roles, network settings, and memory management. - **First Cluster Setup**: Step-by-step guide to setting up your first OpenSearch cluster, including choosing node roles and configuring basic settings. - **Version Management**: Best practices for managing OpenSearch versions and compatibility considerations for plugins and integrations. #### Lesson 2: Planning Your Cluster (Node Types, Instance Sizes, Storage Considerations) **Objective**: Guide participants through the considerations and best practices for planning an OpenSearch cluster, tailored to specific use cases and requirements. **Topics**: - **Node Types and Roles**: Explanation of different [[Node#**Roles**]] (master, data, ingest, etc.), their roles within a cluster, and how to allocate roles for optimal performance and reliability. - **Choosing Instance Sizes**: Guidelines for selecting the right instance sizes based on the anticipated workload, with a focus on CPU, memory, and I/O capabilities. - **Storage Considerations**: Discussion on storage options (SSD vs. HDD), estimating storage needs, and planning for data growth. Introduction to storage scaling and data lifecycle management. - **Network Configuration**: Best practices for network setup, including bandwidth considerations and internal vs. external communication. - See: [[Domain]] for an AWS managed approach #### Lesson 3: Security Configurations (Access Control, Encryption, Network Security) **Objective**: Understand and implement the security configurations necessary to protect an OpenSearch cluster. **Topics**: - **Access Control**: Setting up authentication and authorization mechanisms, including OpenSearch's built-in roles and integrating with external identity providers. - **Encryption**: Implementing encryption in transit using TLS/SSL and encryption at rest to secure data on disk. Configuration steps and best practices. - **Network Security**: Configuring firewalls, VPCs (for cloud deployments), and IP whitelists to secure cluster access. Discussion on using VPNs and private endpoints for enhanced security. - **Audit Logging**: Enabling and configuring audit logging to track access and changes to the cluster for compliance and security monitoring.