Elasticsearch OpenSearch Cluster

By Opster Team

Updated: Mar 29, 2023

| 2 min read

In addition to reading this guide, we recommend you run the Elasticsearch Health Check-Up. It will detect issues and improve your Elasticsearch performance by analyzing your shard sizes, threadpools, memory, snapshots, disk watermarks and more.

The Elasticsearch Check-Up is free and requires no installation.

Before you begin reading this guide, we recommend you run the free OpenSearch Error Check-Up which analyzes 2 JSON files to detect many configuration errors.

To effortlessly resolve issues in your clusters, we recommend you try AutoOps for OpenSearch. AutoOps diagnoses problems by analyzing hundreds of metrics collected by a lightweight agent and offers guidance for resolving them.


An OpenSearch cluster consists of a number of servers (nodes) working together as one. Clustering is a technology which enables OpenSearch to scale up to hundreds of nodes that together are able to store many terabytes of data and respond coherently to large numbers of requests at the same time.

Search or indexing requests will usually be load-balanced across the OpenSearch data nodes, and the node that receives the request will relay requests to other nodes as necessary and coordinate the response back to the user.

Notes and good things to know

The key elements to clustering are:

Cluster State – Refers to information about which indices are in the cluster, their data mappings and other information that must be shared between all the nodes to ensure that all operations across the cluster are coherent.

Master Node – Each cluster must elect a single master node responsible for coordinating the cluster and ensuring that each node contains an up-to-date copy of the cluster state.

Cluster Formation – OpenSearch requires a set of configurations to determine how the cluster is formed, which nodes can join the cluster, and how the nodes collectively elect a master node responsible for controlling the cluster state. These configurations are usually held in the opensearch.yml config file, environment variables on the node, or within the cluster state.

Node Roles – In small clusters it is common for all nodes to fill all roles; all nodes can store data, become master nodes or process ingestion pipelines. However as the cluster grows, it is common to allocate specific roles to specific nodes in order to simplify configuration and to make operation more efficient. In particular, it is common to define a limited number of dedicated master nodes.

Replication – Data may be replicated across a number of data nodes. This means that if one node goes down, data is not lost. It also means that a search request can be dealt with by more than one node.

Common problems

Many OpenSearch problems are caused by operations which place an excessive burden on the cluster because they require an excessive amount of information to be held and transmitted between the nodes as part of the cluster state. For example:

  • Shards too small
  • Too many fields (field explosion)

Problems may also be caused by inadequate configurations causing situations where the OpenSearch cluster is unable to safely elect a Master node. These type problems include: 

  • Master node not discovered
  • Split brain problem


Because OpenSearch is a clustered technology, it is not sufficient to have backups of each node’s data directory. This is because the backups will have been made at different times and so there may not be complete coherency between them. As such, the only way to backup an OpenSearch cluster is through the use of snapshots, which contain the full picture of an index at any one time.

Cluster resilience

When designing an OpenSearch cluster, it is important to think about cluster resilience. In particular – what happens when a single node goes down? And for larger clusters where several nodes may share common services such as a network or power supply – what happens if that network or power supply goes down? This is where it is useful to ensure that the master eligible nodes are spread across availability zones, and to use shard allocation awareness to ensure that shards are spread across different racks or availability zones in your data center.

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