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[Docs] Add breaking changes for 6.0.0 (elastic#7787)
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* [Docs] Add breaking changes for 6.0.0

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Suyog Rao authored Jul 24, 2017
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[[breaking-changes]]
== Breaking changes

This section discusses the changes that you need to be aware of when migrating your application to Logstash 5.0 from the previous major release of Logstash (2.x).

[float]
=== Changes in Logstash Core

These changes can impact any instance of Logstash and are plugin agnostic, but only if you are using the features that are impacted.
This section discusses the changes that you need to be aware of when migrating to Logstash 6.0.0 from the previous major releases.

[float]
==== Application Settings

[IMPORTANT]
Logstash 5.0 introduces a new way to <<logstash-settings-file, configure application settings>> for Logstash through a
`logstash.yml` file.

This file is typically located in `${LS_HOME}/config`, or `/etc/logstash` when installed via packages. Logstash will not be
able to start without this file, so please make sure to pass in `--path.settings` if you are starting Logstash manually
after installing it via a package (RPM, DEB).

[source,bash]
----------------------------------
bin/logstash --path.settings /path/to/logstash.yml
----------------------------------
* The setting `config.reload.interval` has been changed to use time value strings such as `5m`, `10s` etc.
Previously, users had to convert this to a millisecond time value themselves.

[float]
==== URL Changes for DEB/RPM Packages

The previous `packages.elastic.co` URL has been altered to `artifacts.elastic.co`.
Ensure you update your repository files before running the upgrade process, or
your operating system may not see the new packages.
==== RPM/Deb package changes

* For `rpm` and `deb` release artifacts, config files that match the `*.conf` glob pattern must be in the conf.d folder,
or the files will not be loaded.

[float]
==== Release Packages

When Logstash 5.0 is installed via DEB or RPM packages, it now uses `/usr/share/logstash` to
install binaries. Previously it used to install in `/opt/logstash` directory. This change was done to make the user experience consistent with other products in the Elastic Stack.

[cols="3", options="header"]
|===
| |DEB |RPM
|Logstash 2.x
|`/opt/logstash`
|`/opt/logstash`
|Logstash 5.0
|`/usr/share/logstash`
|`/usr/share/logstash`
|===

A complete directory layout is described in <<dir-layout>>. This will likely impact any scripts that you may have written
to support installing or manipulating Logstash, such as via Puppet.

[float]
==== Default Logging Level

The default log severity level changed to `INFO` instead of `WARN` to match Elasticsearch. Existing logs
(in core and plugins) were too noisy at the `INFO` level, so we audited our log messages and switched some of them to
`DEBUG` level.

You can use the new `logstash.yml` file to configure the `log.level` setting or continue to pass the new
`--log.level` command line flag.

[source,bash]
----------------------------------
bin/logstash --log.level warn
----------------------------------

[float]
==== Plugin Manager Renamed

`bin/plugin` has been renamed to `bin/logstash-plugin`. This occurred in Logstash 2.3 and it was mainly prevent `PATH` being
polluted when other components of the Elastic Stack are installed on the same machine. Also, this provides a foundation
for future change which will allow Elastic Stack packs to be installed via this script.

Logstash 5.0 also adds a `remove` option, which is an alias for the now-deprecated `uninstall` option.

As with earlier releases, the updated script allows both online and offline plugin installation. For example, to install a
plugin named “my-plugin”, it’s as simple as running:
==== Command Line Interface behavior

[source,bash]
----------------------------------
bin/logstash-plugin install my-plugin
----------------------------------
* The `-e` and `-f` CLI options are now mutually exclusive. This also applies to the corresponding long form options `config.string` and
`path.config`. This means any configurations provided via `-e` will no longer be appended to the configurations provided via `-f`.
* Configurations provided with `-f` or `config.path` will not be appended with `stdin` input and `stdout` output automatically.

Similar to the package changes, this is likely to impact and scripts that have been written to follow Logstash
installations.
==== List of plugins bundled with Logstash

Like earlier releases of Logstash, most plugins are bundled directly with Logstash, so no additional action is required
while upgrading from earlier Logstash releases. However, if you are attempting to install a non-bundled plugin, then make
sure that it supports Logstash 5.0 before upgrading!

[float]
==== Logstash with All Plugins Download

The Logstash All Plugins download option has been removed. For users previously using this option as a convenience for
offline plugin management purposes (air-gapped environments), please see the <<offline-plugins>> documentation page.

There were 17 plugins removed from 5.0 default bundle. These plugins can still be installed manually for use:
The following plugins were removed from the 5.0 default bundle based on usage data. You can still install these plugins manually:

* logstash-codec-oldlogstashjson
* logstash-input-eventlog
* logstash-input-couchdb_changes
* logstash-input-irc
* logstash-input-log4j
* logstash-input-zeromq
* logstash-filter-anonymize
* logstash-filter-checksum
* logstash-filter-multiline
* logstash-output-email
* logstash-output-exec
* logstash-output-ganglia
* logstash-output-gelf
* logstash-output-hipchat
* logstash-output-juggernaut
* logstash-output-lumberjack
* logstash-output-nagios_nsca
* logstash-output-opentsdb
* logstash-output-zeromq

[float]
==== Command Line Interface

Some CLI Options changed in Logstash 5.0. If you were using the “long form” of the <<command-line-flags,options>>,
then this will impact the way that you launch Logstash. They were changed to match the `logstash.yml` format used to
simplify future setup, as well as behave in the same way as other products in the Elastic Stack. For example, here’s two
before-and-after examples. In Logstash 2.x, you may have run something:

[source,bash]
----------------------------------
bin/logstash --config my.conf --pipeline-workers 8 <1>
bin/logstash -f my.conf -w 8 <2>
----------------------------------
<1> Long form options `config` and `pipeline-workers` are used here.
<2> Short form options `f` and `w` (aliases for the former` are used here.

But, in Logstash 5.0, this becomes:

[source,bash]
----------------------------------
bin/logstash --path.config my.conf --pipeline.workers 8 <1>
bin/logstash -f my.conf -w 8 <2>
----------------------------------
<1> Long form options are changed to reflect the new options.
<2> Short form options are unchanged.

NOTE: None of the short form options have changed!

[float]
==== RSpec testing script

The `rspec` script is no longer bundled with Logstash release artifacts. This script has been used previously to
run unit tests for validating Logstash configurations. While this was useful to some users, this mechanism assumed that Logstash users
were familiar with the RSpec framework, which is a Ruby testing framework.


[float]
=== Breaking Changes in Plugins

[float]
==== Elasticsearch Output `workers` Setting Removed

Starting with Logstash 5.0, the `workers` setting in the Elasticsearch output
plugin is no longer supported. Pipelines that specify this setting will no
longer start up. You need to specify the `pipeline.workers` setting at the
pipeline level instead. For more information about setting
`pipeline.workers`, see <<logstash-settings-file>>.

[float]
==== Elasticsearch Output Index Template

The index template for Elasticsearch 5.0 has been changed to reflect
https://www.elastic.co/guide/en/elasticsearch/reference/5.0/breaking_50_mapping_changes.html[Elasticsearch's mapping changes]. Most
importantly, the subfield for string multi-fields has changed from `.raw` to `.keyword` to match Elasticsearch's default
behavior. The impact of this change to various user groups is detailed below:

** New Logstash 5.0 and Elasticsearch 5.0 users: Multi-fields (often called sub-fields) use `.keyword` from the
outset. In Kibana, you can use `my_field.keyword` to perform aggregations against text-based fields, in the same way that it
used to be `my_field.raw`.
** Existing users with custom templates: Using a custom template means that you control the template completely, and our
template changes do not impact you.
** Existing users with default template: Logstash does not force you to upgrade templates if one already exists. If you
intend to move to the new template and want to use `.keyword`, you will most likely want to reindex existing data so that it
also uses the `.keyword` field, unless you are able to transition from `.raw` to `.keyword`. Elasticsearch's
{ref}/docs-reindex.html[reindexing API] can help move your data from using `.raw` subfields to `.keyword`, thereby avoiding any
transition time. You _can_ use a custom template to get both `.raw` and `.keyword` so that you can wait until all `.raw` data
has stopped existing before transitioning to only using `.keyword`; this will waste some storage space and memory, but it does
help users to avoid having to relearn operations.

[float]
[[plugin-versions]]
==== Plugin Versions

Logstash is unique amongst the Elastic Stack with respect to its plugins. Unlike Elasticsearch and Kibana, which both
require plugins to be targeted to a specific release, Logstash’s plugin ecosystem provides more flexibility so that it can
support outside ecosystems _within the same release_. Unfortunately,
that flexibility can cause issues when handling upgrades.

Non-standard plugins must always be checked for compatibility, but some bundled plugins are upgraded in order to remain
compatible with the tools or frameworks that they use for communication. For example, the
<<plugins-inputs-kafka, Kafka Input>> and <<plugins-outputs-kafka, Kafka Output>> plugins serve as a primary example of
such compatibility changes. The latest version of the Kafka plugins is only compatible with Kafka 0.10, but as the
compatibility matrices show: earlier plugin versions are required for earlier versions of Kafka (e.g., Kafka 0.9).

Automatic upgrades generally lead to improved features and support, but network layer changes like those above may make part
of your architecture incompatible. You should always test your Logstash configurations in a test environment before
deploying to production, which would catch these kinds of issues. If you do face such an issue, then you should also check
the specific plugin’s page to see how to get a compatible, older plugin version if necessary.

For example, if you upgrade to Logstash 5.0, but you want to run against Kafka 0.9, then you need to remove the
bundled plugin(s) that only work with Kafka 0.10 and replace them:

[source,bash]
----------------------------------
bin/logstash-plugin remove logstash-input-kafka
bin/logstash-plugin remove logstash-output-kafka
bin/logstash-plugin install --version 4.0.0 logstash-input-kafka
bin/logstash-plugin install --version 4.0.1 logstash-output-kafka
----------------------------------

The version numbers were found by checking the compatibility matrix for the individual plugins.

[float]
==== Kafka Input Configuration Changes

As described in the section <<plugin-versions, above>>, the Kafka plugin has been updated to bring in new consumer features.
In addition, to the plugin being incompatible with 0.8.x version of the Kafka broker, _most_ of the config options have
been changed to match the new consumer configurations from the Kafka Java consumer. Here's a list of important config options that have changed:

* `topic_id` is renamed to `topics` and accepts an array of topics to consume from.
* `zk_connect` has been dropped; you should use `bootstrap_servers`. There is no need for the consumer to go through ZooKeeper.
* `consumer_id` is renamed to `client_id`.

We recommend users of the Kafka plugin to check the documentation for the latest <<plugins-inputs-kafka, config options>>.

[float]
==== File Input

The <<plugins-inputs-file, File Input>> `SinceDB` file is now saved at `<path.data>/plugins/inputs/file` location,
where `path.data` is the path defined in the new `logstash.yml` file.

[cols="2", options="header"]
|===
| |Default `sincedb_path`
|Logstash 2.x
|`$HOME/.sincedb*`
|Logstash 5.0
|`<path.data>/plugins/inputs/file`
|===

If you have manually specified `sincedb_path` as part of the configuration, this change will not affect you.
If you are moving from Logstash 2.x to Logstash 5.0, and you would like to use the existing SinceDB file,
then it must be copied over to `path.data` manually to use the save state (or the path needs to be changed to point to it).

[float]
==== GeoIP Filter

The GeoIP filter has been updated to use MaxMind's GeoIP2 database. Previous GeoIP version is now considered legacy
by MaxMind. As a result of this, `.dat` version files are no longer supported, and only `.mmdb` format is supported.
The new database will not include ASN data in the basic free database file.

Previously, when the filter encountered an IP address for which there were no results in the database, the event
would just pass through the filter without modification. It will now add a `_geoip_lookup_failure` tag to the
event which will allow for some subsequent stage of the pipeline to identify those events and perform some other
operation. To simply get the same behavior as the earlier versions, just add a filter conditional on that tag
which then drops the tag from the event.

[float]
=== Ruby Filter and Custom Plugin Developers

With the migration to the new <<event-api>>, we have changed how you can access internal data compared to previous release.
The `event` object no longer returns a reference to the data. Instead, it returns a copy. This might change how you perform
manipulation of your data, especially when working with nested hashes. When working with nested hashes, it’s recommended that
you use the <<logstash-config-field-references, `field reference` syntax>> instead of using multiple square brackets.

As part of this change, Logstash has introduced new Getter/Setter APIs for accessing information in the `event` object.

**Examples:**

Prior to Logstash 5.0, you may have used Ruby filters like so:

[source, js]
----------------------------------
filter {
ruby {
code => "event['name'] = 'Logstash'"
}
ruby {
code => "event['product']['version'] = event['major'] + '.' + event['minor']"
}
}
----------------------------------

The above syntax, which uses the `event` object as a reference, is no longer supported in
Logstash 5.0. Fortunately, the change to make it work is very simple:

[source, js]
----------------------------------
filter {
ruby {
code => "event.set('name', 'Logstash')"
}
ruby {
code => "event.set('[product][version]', event.get('major') + '.' + event.get('minor'))"
}
}
----------------------------------

NOTE: Moving from the old syntax to the new syntax, it can be easy to miss that `['product']['version']` became
`'[product][version]'`. The quotes moved from inside of the square brackets to outside of the square brackets!

The <<event-api>> documentation describes the available syntax in great detail.
* logstash-input-lumberjack
* logstash-filter-uuid
* logstash-output-xmpp
* logstash-output-irc
* logstash-output-statsd

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