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Updated Is "Migration Right for you?" page and some dependencies #10158

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merged 20 commits into from
Jul 10, 2025

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sumobrian
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@sumobrian sumobrian commented Jun 29, 2025

Description

This update consolidates and improves content across multiple documentation pages related to Migration Assistant. Key changes include:

Replaces outdated and redundant prerequisites in the Getting Started guide with a link to “Is Migration Assistant right for you?” page.

Rewrites and clarifies the purpose of the “Is Migration Assistant right for you?” page:

Improves opening rationale

  • Introduces a new assumptions and limitations section grouped into General, Reindex-from-Snapshot, and Capture-and-Replay

  • Updates migration path matrix heading for clarity

  • Replaces hardcoded AWS Region list with a link to the authoritative AWS documentation

  • Renames “Supported components” section to “Supported features” and uses clearer column headers

  • Refactors checklist for conciseness and use-case alignment

Fixes ordering issue in the sidebar nav items list for the Overview section

Issues Resolved

https://opensearch.atlassian.net/browse/MIGRATIONS-2618

Version

N/A

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Checklist

  • By submitting this pull request, I confirm that my contribution is made under the terms of the Apache 2.0 license and subject to the Developers Certificate of Origin.
    For more information on following Developer Certificate of Origin and signing off your commits, please check here.

Signed-off-by: Brian Presley <bjpres@amazon.com>
Signed-off-by: Brian Presley <bjpres@amazon.com>
…cluded in a seperate migration patterns page. Updated checklist.

Signed-off-by: Brian Presley <bjpres@amazon.com>
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When you're ready for doc review, tag the assignee of this PR. The doc reviewer may push edits to the PR directly or leave comments and editorial suggestions for you to address (let us know in a comment if you have a preference). The doc reviewer will arrange for an editorial review.

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I approve of these changes as marked in the PR.

Note to include these in a follow-up PR based on 'Execution'

  • Snapshots must include global cluster state (include_global_stateistrue)
  • User should perform a successful console metadata migrate before performing console backfill start or else RFS will create new indices with default mappings on the target cluster.
  • User should know when not to use Traffic Replayer during deployment
  • Point users to our RFS CloudWatch Dashboard on Step 11 to help validate work done by RFS, during Execution

Signed-off-by: Brian Presley <bjpres@amazon.com>
- If deploying Migration Assistant into an existing AWS VPC, you must configure VPC interface endpoints and IAM permissions for the following AWS services:
- **Amazon CloudWatch Logs** – for log ingestion from ECS tasks.
- **Amazon CloudWatch** – for metrics published during migration
- **Amazon Elastic Container Registry (ECR)** – for pulling container images.
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is this enough detail for customers? there are two ECR endpoints
com.amazonaws.region.ecr.dkr and com.amazonaws.region.ecr.api, we need the former to pull images not the later

https://docs.aws.amazon.com/AmazonECR/latest/userguide/vpc-endpoints.html#ecr-setting-up-vpc-create

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This is a level of detail that should be included on another page. On this page I'd like customers to think about the access that they will need.

sumobrian added 7 commits July 7, 2025 15:49
Signed-off-by: Brian Presley <bjpres@amazon.com>
Signed-off-by: Brian Presley <bjpres@amazon.com>
Signed-off-by: Brian Presley <bjpres@amazon.com>
Signed-off-by: Brian Presley <bjpres@amazon.com>
Signed-off-by: Brian Presley <bjpres@amazon.com>
Signed-off-by: Brian Presley <bjpres@amazon.com>
sumobrian added 4 commits July 8, 2025 12:41
Signed-off-by: Brian Presley <bjpres@amazon.com>
Signed-off-by: Brian Presley <bjpres@amazon.com>
Signed-off-by: Brian Presley <bjpres@amazon.com>
Signed-off-by: Brian Presley <bjpres@amazon.com>
Signed-off-by: Naarcha-AWS <97990722+Naarcha-AWS@users.noreply.github.com>
Signed-off-by: Naarcha-AWS <97990722+Naarcha-AWS@users.noreply.github.com>
Signed-off-by: Naarcha-AWS <97990722+Naarcha-AWS@users.noreply.github.com>
@Naarcha-AWS Naarcha-AWS added backport 3.1 Editorial review PR: Editorial review in progress labels Jul 10, 2025
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Editorial review

- If you choose to bring your own snapshot (that is, one not created by Migration Assistant), the following settings must be applied when creating the snapshot:
- `include_global_state: true` – Ensures that global cluster state is included.
- `compress: false` – Disables metadata compression, which is required for compatibility with Reindex-from-Snapshot.
- Shards up to **80 GiB** are supported by default. Larger shard sizes can be configured, except in **AWS GovCloud**, where 80 GiB is the maximum.
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Suggested change
- Shards up to **80 GiB** are supported by default. Larger shard sizes can be configured, except in **AWS GovCloud**, where 80 GiB is the maximum.
- Shards of up to **80 GiB** are supported by default. Larger shard sizes can be configured, **except in AWS GovCloud (US)**, where 80 GiB is the maximum.

- `compress: false` – Disables metadata compression, which is required for compatibility with Reindex-from-Snapshot.
- Shards up to **80 GiB** are supported by default. Larger shard sizes can be configured, except in **AWS GovCloud**, where 80 GiB is the maximum.

### Capture-and-replay
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Suggested change
### Capture-and-replay
### Capture and Replay


### Capture-and-replay

Capture-and-Replay has the following requirements:
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Suggested change
Capture-and-Replay has the following requirements:
Capture and Replay has the following requirements:

Signed-off-by: Nathan Bower <nbower@amazon.com>
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@sumobrian Editorial review complete and implemented. LGTM

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@sumobrian Please fix DCO so we can merge. Thanks!

@natebower natebower added Done but waiting to merge PR: The work is done and ready to merge and removed Editorial review PR: Editorial review in progress labels Jul 10, 2025
@Naarcha-AWS Naarcha-AWS merged commit 3a4bedf into opensearch-project:main Jul 10, 2025
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opensearch-trigger-bot bot pushed a commit that referenced this pull request Jul 10, 2025
)

* Restructured "Is Migration Assistant Right for you?" page.

Signed-off-by: Brian Presley <bjpres@amazon.com>

* Broke down limitation by component. Minor editorial changes.

Signed-off-by: Brian Presley <bjpres@amazon.com>

* Removed "Chossing migration approach" since it will be revised and included in a seperate migration patterns page. Updated checklist.

Signed-off-by: Brian Presley <bjpres@amazon.com>

* Updated requirements around VPC connectivity.

Signed-off-by: Brian Presley <bjpres@amazon.com>

* Updated list of Migration Assistant products to vale github action products list.

* Added further breakdown of networking requirements

Signed-off-by: Brian Presley <bjpres@amazon.com>

* Moved limitations and assumptions

Signed-off-by: Brian Presley <bjpres@amazon.com>

* Removed Github issue reference for Kibana

Signed-off-by: Brian Presley <bjpres@amazon.com>

* Identify services that are only Capture-and-Replay

Signed-off-by: Brian Presley <bjpres@amazon.com>

* Added ALB to list of services. Updated verbiage for ELB.

Signed-off-by: Brian Presley <bjpres@amazon.com>

* Updated based on style-job suggestions.

Signed-off-by: Brian Presley <bjpres@amazon.com>

* Updated S3 verbiage

Signed-off-by: Brian Presley <bjpres@amazon.com>

* Remove duplicate compression bullet point.

Signed-off-by: Brian Presley <bjpres@amazon.com>

* Indicate that secrets manager is only used for basic auth creds.

Signed-off-by: Brian Presley <bjpres@amazon.com>

* Updated SSM verbiage replacing EC2 w/ ECS

Signed-off-by: Brian Presley <bjpres@amazon.com>

* Add writer edits

Signed-off-by: Naarcha-AWS <97990722+Naarcha-AWS@users.noreply.github.com>

* Apply suggestions from code review

Signed-off-by: Naarcha-AWS <97990722+Naarcha-AWS@users.noreply.github.com>

* Apply suggestions from code review

Signed-off-by: Naarcha-AWS <97990722+Naarcha-AWS@users.noreply.github.com>

* Apply suggestions from code review

Signed-off-by: Nathan Bower <nbower@amazon.com>

---------

Signed-off-by: Brian Presley <bjpres@amazon.com>
Signed-off-by: Naarcha-AWS <97990722+Naarcha-AWS@users.noreply.github.com>
Signed-off-by: Nathan Bower <nbower@amazon.com>
Co-authored-by: Naarcha-AWS <97990722+Naarcha-AWS@users.noreply.github.com>
Co-authored-by: Nathan Bower <nbower@amazon.com>
(cherry picked from commit 3a4bedf)
Signed-off-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Naarcha-AWS added a commit that referenced this pull request Jul 10, 2025
) (#10206)

* Restructured "Is Migration Assistant Right for you?" page.



* Broke down limitation by component. Minor editorial changes.



* Removed "Chossing migration approach" since it will be revised and included in a seperate migration patterns page. Updated checklist.



* Updated requirements around VPC connectivity.



* Updated list of Migration Assistant products to vale github action products list.

* Added further breakdown of networking requirements



* Moved limitations and assumptions



* Removed Github issue reference for Kibana



* Identify services that are only Capture-and-Replay



* Added ALB to list of services. Updated verbiage for ELB.



* Updated based on style-job suggestions.



* Updated S3 verbiage



* Remove duplicate compression bullet point.



* Indicate that secrets manager is only used for basic auth creds.



* Updated SSM verbiage replacing EC2 w/ ECS



* Add writer edits



* Apply suggestions from code review



* Apply suggestions from code review



* Apply suggestions from code review



---------






(cherry picked from commit 3a4bedf)

Signed-off-by: Brian Presley <bjpres@amazon.com>
Signed-off-by: Naarcha-AWS <97990722+Naarcha-AWS@users.noreply.github.com>
Signed-off-by: Nathan Bower <nbower@amazon.com>
Signed-off-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Naarcha-AWS <97990722+Naarcha-AWS@users.noreply.github.com>
Co-authored-by: Nathan Bower <nbower@amazon.com>
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