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Snapshot Management API

Use the Snapshot Management (SM) API to automate taking snapshots.


Table of contents


Create or update a policy

Introduced 2.1

Creates or updates an SM policy.

Request

Create:

POST _plugins/_sm/policies/<policy_name> 

Update:

PUT _plugins/_sm/policies/<policy_name>?if_seq_no=0&if_primary_term=1

You must provide the seq_no and primary_term parameters for an update request.

Example

POST _plugins/_sm/policies/daily-policy
{
  "description": "Daily snapshot policy",
  "creation": {
    "schedule": {
      "cron": {
        "expression": "0 8 * * *",
        "timezone": "UTC"
      }
    },
    "time_limit": "1h"
  },
  "deletion": {
    "schedule": {
      "cron": {
        "expression": "0 1 * * *",
        "timezone": "America/Los_Angeles"
      }
    },
    "condition": {
      "max_age": "7d",
      "max_count": 21,
      "min_count": 7
    },
    "time_limit": "1h"
  },
  "snapshot_config": {
    "date_format": "yyyy-MM-dd-HH:mm",
    "timezone": "America/Los_Angeles",
    "indices": "*",
    "repository": "s3-repo",
    "ignore_unavailable": "true",
    "include_global_state": "false",
    "partial": "true",
    "metadata": {
      "any_key": "any_value"
    }
  },
  "notification": {
    "channel": {
      "id": "NC3OpoEBzEoHMX183R3f"
    },
    "conditions": {
      "creation": true,
      "deletion": false,
      "failure": false,
      "time_limit_exceeded": false
    }
  }
}

Response

{
  "_id" : "daily-policy-sm-policy",
  "_version" : 5,
  "_seq_no" : 54983,
  "_primary_term" : 21,
  "sm_policy" : {
    "name" : "daily-policy",
    "description" : "Daily snapshot policy",
    "schema_version" : 15,
    "creation" : {
      "schedule" : {
        "cron" : {
          "expression" : "0 8 * * *",
          "timezone" : "UTC"
        }
      },
      "time_limit" : "1h"
    },
    "deletion" : {
      "schedule" : {
        "cron" : {
          "expression" : "0 1 * * *",
          "timezone" : "America/Los_Angeles"
        }
      },
      "condition" : {
        "max_age" : "7d",
        "min_count" : 7,
        "max_count" : 21
      },
      "time_limit" : "1h"
    },
    "snapshot_config" : {
      "indices" : "*",
      "metadata" : {
        "any_key" : "any_value"
      },
      "ignore_unavailable" : "true",
      "timezone" : "America/Los_Angeles",
      "include_global_state" : "false",
      "date_format" : "yyyy-MM-dd-HH:mm",
      "repository" : "s3-repo",
      "partial" : "true"
    },
    "schedule" : {
      "interval" : {
        "start_time" : 1656425122909,
        "period" : 1,
        "unit" : "Minutes"
      }
    },
    "enabled" : true,
    "last_updated_time" : 1656425122909,
    "enabled_time" : 1656425122909,
    "notification" : {
      "channel" : {
        "id" : "NC3OpoEBzEoHMX183R3f"
      },
      "conditions" : {
        "creation" : true,
        "deletion" : false,
        "failure" : false,
        "time_limit_exceeded" : false
      }
    }
  }
}

Parameters

You can specify the following parameters to create/update an SM policy.

Parameter Type Description
description String The description of the SM policy. Optional.
enabled Boolean Should this SM policy be enabled at creation? Optional.
snapshot_config Object The configuration options for snapshot creation. Required.
snapshot_config
    date_format
String Snapshot names have the format <policy_name>-<date>-<random number>. date_format specifies the format for the date in the snapshot name. Supports all date formats supported by OpenSearch. Optional. Default is “yyyy-MM-dd’T’HH:mm:ss”.
snapshot_config
    date_format_timezone
String Snapshot names have the format <policy_name>-<date>-<random number>. date_format_timezone specifies the time zone for the date in the snapshot name. Optional. Default is UTC.
snapshot_config
    indices
String The names of the indexes in the snapshot. Multiple index names are separated by ,. Supports wildcards (*). Optional. Default is * (all indexes).
snapshot_config
    repository
String The repository in which to store snapshots. Required.
snapshot_config
    ignore_unavailable
Boolean Do you want to ignore unavailable indexes? Optional. Default is false.
snapshot_config
    include_global_state
Boolean Do you want to include cluster state? Optional. Default is true because of Security plugin considerations.
snapshot_config
    partial
Boolean Do you want to allow partial snapshots? Optional. Default is false.
snapshot_config
    metadata
Object Metadata in the form of key/value pairs. Optional.
creation Object Configuration for snapshot creation. Required.
creation
    schedule
String The cron schedule used to create snapshots. Required.
creation
    time_limit
String Sets the maximum time to wait for snapshot creation to finish. If time_limit is longer than the scheduled time interval for taking snapshots, no scheduled snapshots are taken until time_limit elapses. For example, if time_limit is set to 35 minutes and snapshots are taken every 30 minutes starting at midnight, the snapshots at 00:00 and 01:00 are taken, but the snapshot at 00:30 is skipped. Optional.
deletion Object Configuration for snapshot deletion. Optional. Default is to retain all snapshots.
deletion
    schedule
String The cron schedule used to delete snapshots. Optional. Default is to use creation.schedule, which is required.
deletion
    time_limit
String Sets the maximum time to wait for snapshot deletion to finish. Optional.
deletion
    delete_condition
Object Conditions for snapshot deletion. Optional.
deletion
    delete_condition
        max_count
Integer The maximum number of snapshots to be retained. Optional.
deletion
    delete_condition
        max_age
String The maximum time a snapshot is retained. Optional.
deletion
    delete_condition
        min_count
Integer The minimum number of snapshots to be retained. Optional. Default is one.
notification Object Defines notifications for SM events. Optional.
notification
    channel
Object Defines a channel for notifications. You must create and configure a notification channel before setting up SM notifications. Required.
notification
    channel
        id
String The channel ID of the channel used for notifications. To get the channel IDs of all created channels, use GET _plugins/_notifications/configs. Required.
notification
    conditions
Object SM events you want to be notified about. Set the ones you are interested in to true.
notification
    conditions
        creation
Boolean Do you want notifications about snapshot creation? Optional. Default is true.
notification
    conditions
        deletion
Boolean Do you want notifications about snapshot deletion? Optional. Default is false.
notification
    conditions
        failure
Boolean Do you want notifications about creation or deletion failure? Optional. Default is false.
notification
    conditions
        time_limit_exceeded
Boolean Do you want notifications when snapshot operations take longer than time_limit? Optional. Default is false.

Get policies

Introduced 2.1

Gets SM policies.

Request

Get all SM policies:

GET _plugins/_sm/policies

You can use a query string and specify pagination, the field to be sorted by, and sort order:

GET _plugins/_sm/policies?from=0&size=20&sortField=sm_policy.name&sortOrder=desc&queryString=*

Get a specific SM policy:

GET _plugins/_sm/policies/<policy_name>

Example

GET _plugins/_sm/policies/daily-policy

Response

{
  "_id" : "daily-policy-sm-policy",
  "_version" : 6,
  "_seq_no" : 44696,
  "_primary_term" : 19,
  "sm_policy" : {
    "name" : "daily-policy",
    "description" : "Daily snapshot policy",
    "schema_version" : 15,
    "creation" : {
      "schedule" : {
        "cron" : {
          "expression" : "0 8 * * *",
          "timezone" : "UTC"
        }
      },
      "time_limit" : "1h"
    },
    "deletion" : {
      "schedule" : {
        "cron" : {
          "expression" : "0 1 * * *",
          "timezone" : "America/Los_Angeles"
        }
      },
      "condition" : {
        "max_age" : "7d",
        "min_count" : 7,
        "max_count" : 21
      },
      "time_limit" : "1h"
    },
    "snapshot_config" : {
      "metadata" : {
        "any_key" : "any_value"
      },
      "ignore_unavailable" : "true",
      "include_global_state" : "false",
      "date_format" : "yyyy-MM-dd-HH:mm",
      "repository" : "s3-repo",
      "partial" : "true"
    },
    "schedule" : {
      "interval" : {
        "start_time" : 1656341042874,
        "period" : 1,
        "unit" : "Minutes"
      }
    },
    "enabled" : true,
    "last_updated_time" : 1656341042874,
    "enabled_time" : 1656341042874
  }
}

Explain

Introduced 2.1

Provides the enabled/disabled status and the metadata for all policies specified. Multiple policy names are separated with ,. You can also specify desired policies with a wildcard pattern.

SM State Machine

SM uses a state machine for snapshot creation and deletion. The image on the left shows one execution period of the creation workflow, from the CREATION_START state to the CREATION_FINISHED state. Deletion workflow follows the same pattern as creation workflow.

The creation workflow starts in the CREATION_START state and continuously checks if the conditions in the creation cron schedule are met. After the conditions are met, the creation workflow switches to the CREATION_CONDITION_MET state and continues to the CREATING state. The CREATING state calls the create snapshot API asynchronously and then waits for snapshot creation to end in the CREATION_FINISHED state. Once snapshot creation ends, the creation workflow goes back to the CREATION_START state, and the cycle continues. The current_state field of metadata.creation and metadata.deletion returns the current state of the state machine.

Request

GET _plugins/_sm/policies/<policy_names>/_explain

Example

GET _plugins/_sm/policies/daily*/_explain

Response

{
  "policies" : [
    {
      "name" : "daily-policy",
      "creation" : {
        "current_state" : "CREATION_START",
        "trigger" : {
          "time" : 1656403200000
        }
      },
      "deletion" : {
        "current_state" : "DELETION_START",
        "trigger" : {
          "time" : 1656403200000
        }
      },
      "policy_seq_no" : 44696,
      "policy_primary_term" : 19,
      "enabled" : true
    }
  ]
}

The following table lists all fields for each policy in the response.

Field Description
name The name of the SM policy.
creation Information about the latest creation operation. See subfields below.
deletion Information about the latest deletion operation. See subfields below.
policy_seq_no
policy_primary_term
The version of the SM policy.
enabled Is the policy running?

The following table lists all fields in the creation and deletion objects of each policy.

Field Description
current_state The current state of the state machine that runs snapshot creation/deletion as described above.
trigger.time The next creation/deletion execution time in milliseconds since the epoch.
latest_execution Describes the latest creation/deletion execution.
latest_execution.status The execution status of the latest creation/deletion. Possible values are:
IN_PROGRESS: Snapshot creation/deletion has started.
SUCCESS: Snapshot creation/deletion has finished successfully.
RETRYING: The creation/deletion attempt has failed. It will be retried three times.
FAILED: The creation/deletion attempt failed after three retries. End the current execution period and go to the next execution period.
TIME_LIMIT_EXCEEDED: The creation/deletion time exceeded the time_limit set in the policy. End the current execution period and go to the next execution period.
latest_execution.start_time The start time of the latest execution in milliseconds since the epoch.
latest_execution.end_time The end time of the latest execution in milliseconds since the epoch.
latest_execution.info.message A user-friendly message describing the status of the latest execution.
latest_execution.info.cause Contains the failure reason if the latest execution fails.
retry.count The number of remaining execution retry attempts.

Start a policy

Introduced 2.1

Starts the policy by setting its enabled flag to true.

Request

POST  _plugins/_sm/policies/<policy_name>/_start

Example

POST  _plugins/_sm/policies/daily-policy/_start

Response

{
  "acknowledged" : true
}

Stop a policy

Introduced 2.1

Sets the enabled flag to false for an SM policy. The policy will not run until you start it.

Request

POST  _plugins/_sm/policies/<policy_name>/_stop

Example

POST  _plugins/_sm/policies/daily-policy/_stop

Response

{
  "acknowledged" : true
}

Delete a policy

Introduced 2.1

Deletes the specified SM policy.

Request

DELETE  _plugins/_sm/policies/<policy_name>

Example

DELETE _plugins/_sm/policies/daily-policy

Response

{
  "_index" : ".opendistro-ism-config",
  "_id" : "daily-policy-sm-policy",
  "_version" : 8,
  "result" : "deleted",
  "forced_refresh" : true,
  "_shards" : {
    "total" : 2,
    "successful" : 2,
    "failed" : 0
  },
  "_seq_no" : 45366,
  "_primary_term" : 20
}