Add support for remote-store feature in OpenSearch

.gitignore

@@ -4,6 +4,8 @@
 *.d.ts
 node_modules
 cdk.context.json
+.DS_Store
+lib/.DS_Store
 
 # CDK asset staging directory
 .cdk.staging

README.md

@@ -5,6 +5,7 @@
   - [Required context parameters](#required-context-parameters)
   - [Interacting with OpenSearch cluster](#interacting-with-opensearch-cluster)
   - [Restricting Server Access](#restricting-server-access)
+  - [Enable Remote Store Feature](#enable-remote-store-feature)
 - [Check Logs](#check-logs)
 - [Access EC2 Instances](#access-ec2-instances)
 - [Port Mapping](#port-mapping)
@@ -62,6 +63,7 @@ In order to deploy both the stacks the user needs to provide a set of required a
 | mlNodeStorage (Optional)          | string  | User provided ebs block storage size, defaults to 100Gb                                                                                                                                                                                                                                          |
 | use50PercentHeap (Optional)       | boolean | Boolean flag to use 50% of physical memory as heap. Default is 1GB.  e.g., `--context use50PercentHeap=true`                                                                                                                                                                                     |
 | isInternal (Optional)             | boolean | Boolean flag to make network load balancer internal. Default is internet-facing  e.g., `--context isInternal=true`                                                                                                                                                                               |
+| enableRemoteStore (Optional)      | boolean | Boolean flag to enable Remote Store feature  e.g., `--context enableRemoteStore=true`. See [Enable Remote Store Feature](#enable-remote-store-feature) for more details.                                                                                                                         |
 
 
 
@@ -131,6 +133,19 @@ Below values are allowed:
 | prefixList      | Prefix List id (eg: ab-12345)  |
 | securityGroupId | A security group ID (eg: sg-123456789)  |
 
+### Enable Remote Store Feature
+
+`Remote Store` feature provides an option to store indexed data in a remote durable data store. To enable this feature the user needs to register a snapshot repository (S3 or File System) which is used to store the index data.
+Apart from passing `enableRemoteStore` flag as `true` the user needs to be provide additional settings to `opensearch.yml`, the settings are:
+```
+1. opensearch.experimental.feature.remote_store.enabled: 'true'
+2. cluster.remote_store.enabled: 'true'
+3. opensearch.experimental.feature.segment_replication_experimental.enabled: 'true'
+4. cluster.indices.replication.strategy: SEGMENT
+```
+The above-mentioned settings need to be passed using `additionalConfig` parameter.
+Please note the `experimental` settings are only applicable till the feature is under development and will be removed when the feature becomes GA.
+
 ## Check logs
 
 The opensearch logs are available in cloudwatch logs log-group `opensearchLogGroup/opensearch.log` in the same region your stack is deployed.

lib/infra/infra-stack.ts

@@ -34,6 +34,7 @@ import { dump, load } from 'js-yaml';
 import { InstanceTarget } from 'aws-cdk-lib/aws-elasticloadbalancingv2-targets';
 import { CloudwatchAgent } from '../cloudwatch/cloudwatch-agent';
 import { nodeConfig } from '../opensearch-config/node-config';
+import { RemoteStoreResources } from './remote-store-resources';
 
 export interface infraProps extends StackProps{
     readonly vpc: IVpc,
@@ -59,9 +60,12 @@ export interface infraProps extends StackProps{
     readonly mlEc2InstanceType: InstanceType,
     readonly use50PercentHeap: boolean,
     readonly isInternal: boolean,
+    readonly enableRemoteStore: boolean
 }
 
 export class InfraStack extends Stack {
+  private instanceRole: Role;
+
   constructor(scope: Stack, id: string, props: infraProps) {
     super(scope, id, props);
     let opensearchListener: NetworkListener;
@@ -79,13 +83,20 @@ export class InfraStack extends Stack {
       removalPolicy: RemovalPolicy.DESTROY,
     });
 
-    const instanceRole = new Role(this, 'instanceRole', {
+    this.instanceRole = new Role(this, 'instanceRole', {
       managedPolicies: [ManagedPolicy.fromAwsManagedPolicyName('AmazonEC2ReadOnlyAccess'),
         ManagedPolicy.fromAwsManagedPolicyName('CloudWatchAgentServerPolicy'),
         ManagedPolicy.fromAwsManagedPolicyName('AmazonSSMManagedInstanceCore')],
       assumedBy: new ServicePrincipal('ec2.amazonaws.com'),
     });
 
+    if (props.enableRemoteStore) {
+      // Remote Store needs an S3 bucket to be registered as snapshot repo
+      // Add scoped bucket policy to the instance role attached to the EC2
+      const remoteStoreObj = new RemoteStoreResources(this);
+      this.instanceRole.addToPolicy(remoteStoreObj.getRemoteStoreBucketPolicy());
+    }
+
     const singleNodeInstanceType = (props.cpuType === AmazonLinuxCpuType.X86_64)
       ? InstanceType.of(InstanceClass.R5, InstanceSize.XLARGE) : InstanceType.of(InstanceClass.R6G, InstanceSize.XLARGE);
 
@@ -126,7 +137,7 @@ export class InfraStack extends Stack {
           generation: AmazonLinuxGeneration.AMAZON_LINUX_2,
           cpuType: props.cpuType,
         }),
-        role: instanceRole,
+        role: this.instanceRole,
         vpcSubnets: {
           subnetType: SubnetType.PRIVATE_WITH_EGRESS,
         },
@@ -174,7 +185,7 @@ export class InfraStack extends Stack {
             generation: AmazonLinuxGeneration.AMAZON_LINUX_2,
             cpuType: props.cpuType,
           }),
-          role: instanceRole,
+          role: this.instanceRole,
           maxCapacity: managerAsgCapacity,
           minCapacity: managerAsgCapacity,
           desiredCapacity: managerAsgCapacity,
@@ -206,7 +217,7 @@ export class InfraStack extends Stack {
           generation: AmazonLinuxGeneration.AMAZON_LINUX_2,
           cpuType: props.cpuType,
         }),
-        role: instanceRole,
+        role: this.instanceRole,
         maxCapacity: 1,
         minCapacity: 1,
         desiredCapacity: 1,
@@ -234,7 +245,7 @@ export class InfraStack extends Stack {
           generation: AmazonLinuxGeneration.AMAZON_LINUX_2,
           cpuType: props.cpuType,
         }),
-        role: instanceRole,
+        role: this.instanceRole,
         maxCapacity: dataAsgCapacity,
         minCapacity: dataAsgCapacity,
         desiredCapacity: dataAsgCapacity,
@@ -264,7 +275,7 @@ export class InfraStack extends Stack {
             generation: AmazonLinuxGeneration.AMAZON_LINUX_2,
             cpuType: props.cpuType,
           }),
-          role: instanceRole,
+          role: this.instanceRole,
           maxCapacity: props.clientNodeCount,
           minCapacity: props.clientNodeCount,
           desiredCapacity: props.clientNodeCount,
@@ -295,7 +306,7 @@ export class InfraStack extends Stack {
             generation: AmazonLinuxGeneration.AMAZON_LINUX_2,
             cpuType: props.cpuType,
           }),
-          role: instanceRole,
+          role: this.instanceRole,
           maxCapacity: props.mlNodeCount,
           minCapacity: props.mlNodeCount,
           desiredCapacity: props.mlNodeCount,
@@ -445,14 +456,36 @@ export class InfraStack extends Stack {
       }
 
       if (props.distributionUrl.includes('artifacts.opensearch.org') && !props.minDistribution) {
-        cfnInitConfig.push(InitCommand.shellCommand('set -ex;cd opensearch; echo "y"|sudo -u ec2-user bin/opensearch-plugin install discovery-ec2', {
+        cfnInitConfig.push(InitCommand.shellCommand('set -ex;cd opensearch;sudo -u ec2-user bin/opensearch-plugin install discovery-ec2 --batch', {
           cwd: '/home/ec2-user',
           ignoreErrors: false,
         }));
       } else {
-        cfnInitConfig.push(InitCommand.shellCommand('set -ex;cd opensearch; echo "y"|sudo -u ec2-user bin/opensearch-plugin install '
+        cfnInitConfig.push(InitCommand.shellCommand('set -ex;cd opensearch;sudo -u ec2-user bin/opensearch-plugin install '
             + `https://ci.opensearch.org/ci/dbc/distribution-build-opensearch/${props.opensearchVersion}/latest/linux/${props.cpuArch}`
-            + `/tar/builds/opensearch/core-plugins/discovery-ec2-${props.opensearchVersion}.zip`, {
+            + `/tar/builds/opensearch/core-plugins/discovery-ec2-${props.opensearchVersion}.zip --batch`, {
+          cwd: '/home/ec2-user',
+          ignoreErrors: false,
+        }));
+      }
+
+      if (props.enableRemoteStore) {
+        if (props.distributionUrl.includes('artifacts.opensearch.org') && !props.minDistribution) {
+          cfnInitConfig.push(InitCommand.shellCommand('set -ex;cd opensearch;sudo -u ec2-user bin/opensearch-plugin install repository-s3 --batch', {
+            cwd: '/home/ec2-user',
+            ignoreErrors: false,
+          }));
+        } else {
+          cfnInitConfig.push(InitCommand.shellCommand('set -ex;cd opensearch;sudo -u ec2-user bin/opensearch-plugin install '
+              + `https://ci.opensearch.org/ci/dbc/distribution-build-opensearch/${props.opensearchVersion}/latest/linux/${props.cpuArch}`
+              + `/tar/builds/opensearch/core-plugins/repository-s3-${props.opensearchVersion}.zip --batch`, {
+            cwd: '/home/ec2-user',
+            ignoreErrors: false,
+          }));
+        }
+
+        // eslint-disable-next-line max-len
+        cfnInitConfig.push(InitCommand.shellCommand(`set -ex;cd opensearch; echo "cluster.remote_store.repository: ${scope.stackName}-repo" >> config/opensearch.yml`, {
           cwd: '/home/ec2-user',
           ignoreErrors: false,
         }));
@@ -519,6 +552,35 @@ export class InfraStack extends Stack {
         }));
     }
 
+    if (props.enableRemoteStore) {
+      // Snapshot creation call should be done from one node to avoid any race condition, using seed node.
+      if (nodeType === 'seed-manager' || nodeType === 'seed-data') {
+        if (props.securityDisabled) {
+          // eslint-disable-next-line max-len
+          cfnInitConfig.push(InitCommand.shellCommand(`set -ex; sleep 60; curl -XPUT "http://localhost:9200/_snapshot/${scope.stackName}-repo" -H 'Content-Type: application/json' -d'
+          {
+            "type": "s3",
+            "settings": {
+              "bucket": "${scope.stackName}",
+              "region": "${scope.region}",
+              "base_path": "remote-store"
+            }
+          }'`));
+        } else {
+          // eslint-disable-next-line max-len
+          cfnInitConfig.push(InitCommand.shellCommand(`set -ex; sleep 60; curl -XPUT "https://localhost:9200/_snapshot/${scope.stackName}-repo" -ku admin:admin -H 'Content-Type: application/json' -d'
+          {
+            "type": "s3",
+            "settings": {
+              "bucket": "${scope.stackName}",
+              "region": "${scope.region}",
+              "base_path": "remote-store"
+            }
+          }'`));
+        }
+      }
+    }
+
     // If OSD Url is present
     if (props.dashboardsUrl !== 'undefined') {
       cfnInitConfig.push(InitCommand.shellCommand(`set -ex;mkdir opensearch-dashboards; curl -L ${props.dashboardsUrl} -o opensearch-dashboards.tar.gz;`

lib/infra/remote-store-resources.ts

@@ -0,0 +1,37 @@
+import { RemovalPolicy, Stack } from 'aws-cdk-lib';
+import { Bucket } from 'aws-cdk-lib/aws-s3';
+import { Effect, Policy, PolicyStatement } from 'aws-cdk-lib/aws-iam';
+
+export class RemoteStoreResources {
+    private readonly snapshotS3Bucket: Bucket
+
+    private readonly bucketPolicyStatement: PolicyStatement
+
+    constructor(scope: Stack) {
+      this.snapshotS3Bucket = new Bucket(scope, `remote-store-${scope.stackName}`, {
+        removalPolicy: RemovalPolicy.DESTROY,
+        autoDeleteObjects: true,
+        bucketName: `${scope.stackName}`,
+      });
+
+      this.bucketPolicyStatement = new PolicyStatement({
+        effect: Effect.ALLOW,
+        actions: [
+          's3:ListBucket',
+          's3:GetBucketLocation',
+          's3:ListBucketMultipartUploads',
+          's3:ListBucketVersions',
+          's3:GetObject',
+          's3:PutObject',
+          's3:DeleteObject',
+          's3:AbortMultipartUpload',
+          's3:ListMultipartUploadParts',
+        ],
+        resources: [this.snapshotS3Bucket.bucketArn, `${this.snapshotS3Bucket.bucketArn}/*`],
+      });
+    }
+
+    public getRemoteStoreBucketPolicy() {
+      return this.bucketPolicyStatement;
+    }
+}

lib/os-cluster-entrypoint.ts

@@ -182,6 +182,9 @@ export class OsClusterEntrypoint {
       const nlbScheme = `${scope.node.tryGetContext('isInternal')}`;
       const isInternal = nlbScheme === 'true';
 
+      const remoteStore = `${scope.node.tryGetContext('enableRemoteStore')}`;
+      const enableRemoteStore = remoteStore === 'true';
+
       const network = new NetworkStack(scope, 'opensearch-network-stack', {
         cidrBlock: cidrRange,
         maxAzs: 3,
@@ -230,6 +233,7 @@ export class OsClusterEntrypoint {
         additionalConfig: ymlConfig,
         use50PercentHeap,
         isInternal,
+        enableRemoteStore,
         ...props,
       });
 

test/os-cluster.test.ts

@@ -305,3 +305,92 @@ test('Test multi-node cluster with only data-nodes', () => {
     ],
   });
 });
+
+test('Test multi-node cluster with remote-store enabled', () => {
+  const app = new App({
+    context: {
+      securityDisabled: true,
+      minDistribution: false,
+      distributionUrl: 'www.example.com',
+      cpuArch: 'x64',
+      singleNodeCluster: false,
+      dashboardsUrl: 'www.example.com',
+      distVersion: '1.0.0',
+      serverAccessType: 'ipv4',
+      restrictServerAccessTo: 'all',
+      managerNodeCount: 0,
+      dataNodeCount: 3,
+      dataNodeStorage: 200,
+      enableRemoteStore: true,
+    },
+  });
+
+  // WHEN
+  const testStack = new OsClusterEntrypoint(app, {
+    env: { account: 'test-account', region: 'us-east-1' },
+  });
+  expect(testStack.stacks).toHaveLength(2);
+
+  const infraStack = testStack.stacks.filter((s) => s.stackName === 'opensearch-infra-stack')[0];
+  const infraTemplate = Template.fromStack(infraStack);
+  infraTemplate.resourceCountIs('AWS::S3::Bucket', 1);
+  infraTemplate.resourceCountIs('AWS::S3::BucketPolicy', 1);
+  infraTemplate.resourceCountIs('AWS::Lambda::Function', 1);
+  infraTemplate.resourceCountIs('AWS::IAM::Role', 2);
+  infraTemplate.resourceCountIs('AWS::IAM::Policy', 1);
+  infraTemplate.hasResourceProperties('AWS::S3::Bucket', {
+    BucketName: 'opensearch-infra-stack',
+  });
+  infraTemplate.hasResourceProperties('AWS::IAM::Policy', {
+    PolicyDocument: {
+      Statement: [
+        {
+          Action: [
+            's3:ListBucket',
+            's3:GetBucketLocation',
+            's3:ListBucketMultipartUploads',
+            's3:ListBucketVersions',
+            's3:GetObject',
+            's3:PutObject',
+            's3:DeleteObject',
+            's3:AbortMultipartUpload',
+            's3:ListMultipartUploadParts',
+          ],
+          Effect: 'Allow',
+          Resource: [
+            {
+              'Fn::GetAtt': [
+                'remotestoreopensearchinfrastack6A47755C',
+                'Arn',
+              ],
+            },
+            {
+              'Fn::Join': [
+                '',
+                [
+                  {
+                    'Fn::GetAtt': [
+                      'remotestoreopensearchinfrastack6A47755C',
+                      'Arn',
+                    ],
+                  },
+                  '/*',
+                ],
+              ],
+            },
+          ],
+        },
+        {
+          Action: [
+            'cloudformation:DescribeStackResource',
+            'cloudformation:SignalResource',
+          ],
+          Effect: 'Allow',
+          Resource: {
+            Ref: 'AWS::StackId',
+          },
+        },
+      ],
+    },
+  });
+});