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Update elasticsearch-setup.rst for clustering#8757

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Update elasticsearch-setup.rst for clustering#8757
jlandells wants to merge 10 commits intomasterfrom
jlandells-patch-es-cluster

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Note that I have no experience of deploying an Elasticsearch cluster, so these updates were created by Claude.

Summary

  • Added a section on how to setup an Elasticsearch cluster for use with Mattermost.

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Note that I have no experience of deploying an Elasticsearch cluster, so these updates were created by Claude.
@jlandells jlandells requested a review from esethna February 26, 2026 18:18
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Newest code from mattermost has been published to preview environment for Git SHA 497d27c

Updated after initial testing
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Newest code from mattermost has been published to preview environment for Git SHA e3dc6a1

Further tweaks for accuracy
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Newest code from mattermost has been published to preview environment for Git SHA 00f6390

Errors found in original doc
More fixes from original doc
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Newest code from mattermost has been published to preview environment for Git SHA 19c27ba

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Newest code from mattermost has been published to preview environment for Git SHA 6db9c12

Adding more context for less experienced Linux admins
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Newest code from mattermost has been published to preview environment for Git SHA 33ab58b

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Newest code from mattermost has been published to preview environment for Git SHA 0bc6082

Claude was hallucinating
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Newest code from mattermost has been published to preview environment for Git SHA 2f3115c

Added important detail about CA certificates for Elasticsearch v8
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Newest code from mattermost has been published to preview environment for Git SHA 24dcb1b

Final tweaks - ready for review
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Newest code from mattermost has been published to preview environment for Git SHA 3cee54a

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@esethna esethna left a comment

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Thanks John! I made a few high level comments. A few other thoughts:

  1. Can you confirm you've run through the instructions as written for ES 8 end-to-end?
  2. Who can we get from the MM team to act as a technical SME for review?


Set up Elasticsearch
---------------------
Set up a single Elasticsearch node
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Is there ever an instance where we recommend only 1 ES node? Looking at the reference architectures I don't see one. I think we need to be more prescriptive on when it should be 1 vs 2+, and make sure to point ot the reference architectures as the source of truth

http://mattermost-docs-preview-pulls.s3-website-us-east-1.amazonaws.com/8757/administration-guide/scale/scaling-for-enterprise.html#available-reference-architectures

sudo systemctl start elasticsearch.service

3. Confirm Elasticsearch is working on the server by running the following command:
3. Confirm Elasticsearch is working on the server. For Elasticsearch 7.x:
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My understanding is that ES 7 is deprecated now, so should we just have ES 8 instructions and remove everything related to ES7?

Set up an Elasticsearch cluster
--------------------------------

For production environments requiring high availability and fault tolerance, deploy Elasticsearch as a multi-node cluster rather than a single node. A cluster distributes data across multiple nodes, providing redundancy and improved search performance. If one node goes down, the remaining nodes continue to serve search requests without interruption.
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Same here, we should be more opinionated on when a cluster is recommended, pointing to the reference architectures


The ``cluster.initial_master_nodes`` setting is only used during the very first bootstrap of the cluster. Once the cluster is formed, this setting is ignored. Some administrators choose to remove it after initial cluster formation to prevent accidental re-bootstrapping.

Set up a cluster using Elasticsearch 7.x
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Potentially remove

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