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Add data tier removal guidance for self-managed and ECK - #8213

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eedugon wants to merge 5 commits into
elastic:mainfrom
eedugon:eck_self_remove_tier
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Add data tier removal guidance for self-managed and ECK#8213
eedugon wants to merge 5 commits into
elastic:mainfrom
eedugon:eck_self_remove_tier

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@eedugon

@eedugon eedugon commented Sep 5, 2026

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Summary

  • Add the data tier management and removal procedure for self-managed deployments and ECK, based on the existing ECH/ECE guidance.
  • Apply the shared improvements to both guides while preserving deployment-specific orchestration and UI steps.

Main procedure improvements

  • Rewrite the section introductions and preflight guidance to clearly distinguish regular indices, fully mounted snapshots, partially mounted snapshots, and mixed tiers.
  • Clarify how _tier_preference, legacy require rules, and custom allocation filters affect relocation, including the difference between relocation triggered by index settings and by the deployment or orchestration plan.
  • Make ILM handling safer by waiting for it to stop, reviewing policies before restart, and verifying its status and errors afterwards.
  • Strengthen the searchable snapshot workflow with hidden-index discovery, support for non-standard names, snapshot and repository inventory, safer restore settings, restored-index verification, and optional source snapshot deletion with dependency warnings.
  • Add clearer capacity, disk watermark, autoscaling, shard-monitoring, and final cluster-health checks.

Validation

  • git diff --check
  • Vale (only existing or intentional Cloud terminology warnings)

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Elastic Docs Style Checker (Vale)

Summary: 2 warnings, 16 suggestions found

⚠️ Warnings (2): Fix when the suggestion improves clarity or correctness.
File Line Rule Message
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 169 Elastic.Spelling 'substeps' is a possible misspelling.
manage-data/lifecycle/data-tiers/manage-data-tiers-self-managed-eck.md 153 Elastic.Spelling 'substeps' is a possible misspelling.
💡 Suggestions (16): Optional style improvements. Apply when helpful.
File Line Rule Message
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 91 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'disable', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 97 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'disable', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 198 Elastic.WordChoice Consider using 'deactivated, deselected, hidden, turned off, unavailable' instead of 'disabled', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 199 Elastic.WordChoice Consider using 'deactivated, deselected, hidden, turned off, unavailable' instead of 'disabled', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 290 Elastic.WordChoice Consider using 'deactivates, deselects, hides, turns off, makes unavailable' instead of 'disables', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 301 Elastic.WordChoice Consider using 'deactivated, deselected, hidden, turned off, unavailable' instead of 'disabled', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 313 Elastic.WordChoice Consider using 'deactivated, deselected, hidden, turned off, unavailable' instead of 'disabled', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 320 Elastic.WordChoice Consider using 'deactivated, deselected, hidden, turned off, unavailable' instead of 'disabled', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 331 Elastic.WordChoice Consider using 'deactivates, deselects, hides, turns off, makes unavailable' instead of 'disables', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 339 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'disable', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 426 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'disable', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 440 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'disable', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 444 Elastic.WordChoice Consider using 'deactivated, deselected, hidden, turned off, unavailable' instead of 'disabled', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 446 Elastic.WordChoice Consider using 'deactivated, deselected, hidden, turned off, unavailable' instead of 'disabled', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 456 Elastic.WordChoice Consider using 'deactivated, deselected, hidden, turned off, unavailable' instead of 'disabled', unless the term is in the UI.
manage-data/lifecycle/data-tiers/manage-data-tiers-ech-ece.md 463 Elastic.WordChoice Consider using 'deactivated, deselected, hidden, turned off, unavailable' instead of 'disabled', unless the term is in the UI.

The Vale linter checks documentation changes against the Elastic Docs style guide. To use Vale locally or report issues, refer to Elastic style guide for Vale.

eedugon and others added 3 commits September 5, 2026 13:05
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
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