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[Docs] Add dashboard upgrade info #5027

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37 changes: 37 additions & 0 deletions libbeat/docs/upgrading.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -6,6 +6,7 @@ This section gives general recommendations for upgrading the Beats:
* <<upgrading-minor-versions>>
* <<upgrading-1-to-5>>
* <<upgrade-mapping-template>>
* <<upgrade-5-5-dashboards>>

[[upgrading-minor-versions]]
=== Upgrade between minor versions
Expand Down Expand Up @@ -215,3 +216,39 @@ order of operations should be:
If downtime is not acceptable, another possible approach is to configure a
different index pattern in the new Beat version, but this will likely require
adjustments to your Kibana dashboards.

[[upgrade-5-5-dashboards]]
=== Upgrade Kibana dashboards

In previous versions of Beats, when you ran the `import_dashboards` command, the
Beats dashboards were automatically loaded into the `.kibana` index in
Elasticsearch. This design made it more difficult for Beats developers to
provide dashboards that were compatible with each new version of Kibana.

In version 5.6, the Beats dashboards are still loaded by default into the
`.kibana` index in Elasticsearch, but support has been added for loading
dashboards via the Kibana API. Regardless of how you import the dashboards
in version 5.6, they will work when you upgrade to Kibana 6.0.

However, if you have Beats 5.5 dashboards and plan to use them with Kibana 6.0,
you need to import them into 5.6 now by using the Kibana API, or they will no
longer work in Kibana 6.0.
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I don't think this is true. Kibana automatically upgrades any dashboards that work in 5.6, so as long as the user follows the normal upgrade sequence, there shouldn't be any need for extra instructions.


To upgrade the dashboards:

. In Beats version 5.5, export the dashboards you want to upgrade.
. Download and install the latest 5.6 version of Beats.
. In Beats version 5.6, run the `import_dashboards` command with the `-kibana`
option specified, and pass in the dashboards that you exported earlier. For
example:
+
[source,shell]
-----
./scripts/import_dashboards -kibana URL -file my_dashboard_archive.zip
-----
+
Where `URL` is the URL where Kibana is running, for example,
`-kibana http://localhost:5601`, and `my_dashboard_archive.zip` is the archive
that you created when you exported the dashboards.

//REVIEWERS: How do we expect users to export the dashboards? That is unclear to me. I'm sort of assuming the export will create a zip archive, but maybe we should show the dir option instead? Not sure.