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Vladimir Chavkov

Elasticsearch Cluster Operations Training

Build production-ready Elasticsearch operations skills with this intensive 3-day training. Learn cluster architecture, shard management, security configuration, backup and restore strategies, monitoring, and performance tuning for enterprise deployments.

Duration3 days (24 hours)
LevelIntermediate
DeliveryIn-person, Live online, Hybrid
CertificationN/A
  • System administrators managing Elasticsearch clusters
  • DevOps engineers deploying Elastic Stack in production
  • Platform engineers building observability infrastructure
  • Site reliability engineers responsible for search uptime

After completing this training, you’ll be able to:

  • Deploy and configure production Elasticsearch clusters
  • Manage shard allocation, rebalancing, and recovery
  • Configure TLS, authentication, RBAC, and audit logging
  • Implement snapshot and restore for disaster recovery
  • Monitor cluster health with Kibana and Prometheus
  • Diagnose and resolve performance bottlenecks

Day 1: Cluster Architecture and Deployment

Section titled “Day 1: Cluster Architecture and Deployment”

Module 1: Cluster Architecture

  • Node roles — master-eligible, data, ingest, coordinating, ML
  • Shard allocation — primary and replica shards
  • Cluster state and master election
  • Hands-on: Deploy a multi-node cluster with dedicated roles

Module 2: Production Deployment

  • Hardware sizing and capacity planning
  • JVM heap and OS tuning
  • Docker and Kubernetes deployment (ECK operator)
  • Hands-on: Deploy Elasticsearch on Kubernetes with ECK

Module 3: Index and Shard Management

  • Shard sizing guidelines
  • Allocation awareness and forced awareness
  • Hot-warm-cold architecture with data tiers
  • Hands-on: Configure a multi-tier cluster with ILM

Module 4: Security Configuration

  • TLS for transport and HTTP layers
  • Native realm, LDAP, SAML, and OIDC authentication
  • Role-based access control (RBAC)
  • Field-level and document-level security
  • Hands-on: Configure TLS, RBAC, and audit logging

Module 5: Backup and Disaster Recovery

  • Snapshot repositories — S3, GCS, Azure, NFS
  • Snapshot policies and SLM
  • Restore operations and partial restores
  • Cross-cluster replication (CCR)
  • Hands-on: Set up automated snapshots and test restore

Module 6: Upgrades and Maintenance

  • Rolling upgrades and full cluster restart
  • Reindex from remote clusters
  • Deprecation checks and upgrade assistant
  • Hands-on: Perform a rolling cluster upgrade

Module 7: Monitoring

  • Cluster health API and cat APIs
  • Stack Monitoring with Kibana
  • Prometheus and Grafana integration
  • Alerting with Kibana rules and Watcher
  • Hands-on: Build monitoring dashboards and alerts

Module 8: Performance Tuning

  • Indexing performance — bulk size, refresh interval, translog
  • Search performance — query profiling, slow logs
  • Memory and circuit breakers
  • Disk I/O and filesystem cache optimization
  • Hands-on: Profile and optimize a slow search workload

Module 9: Troubleshooting

  • Common cluster issues — red/yellow status, unassigned shards
  • Thread pool saturation and rejected requests
  • Node hot spots and data skew
  • Diagnostic tools and log analysis
  • Hands-on: Diagnose and resolve real-world cluster issues
  • Access to multi-node lab environments
  • Course slides and reference materials
  • Troubleshooting runbooks and checklists
  • Post-training email support (30 days)

Ready to bring Elasticsearch operations training to your team? Contact me to discuss dates, group size, and customization options.