<commit_before>[role="xpack"]
[testenv="platinum"]
[[ccr-overview]]
=== Overview


{ccr-cap} is done on an index-by-index basis. Replication is
configured at the index level. For each configured replication there is a
replication source index called the _leader index_ and a replication target
index called the _follower index_.

Replication is active-passive. This means that while the leader index
can directly be written into, the follower index can not directly receive
writes.

Replication is pull-based. This means that replication is driven by the
follower index. This simplifies state management on the leader index and means
that {ccr} does not interfere with indexing on the leader index.

IMPORTANT: {ccr-cap} requires <<modules-remote-clusters, remote clusters>>.

==== Configuring replication

Replication can be configured in two ways:

* Manually creating specific follower indices (in {kib} or by using the
{ref}/ccr-put-follow.html[create follower API])

* Automatically creating follower indices from auto-follow patterns (in {kib} or
by using the {ref}/ccr-put-auto-follow-pattern.html[create auto-follow pattern API])

For more information about managing {ccr} in {kib}, see
{kibana-ref}/working-remote-clusters.html[Working with remote clusters].

NOTE: You must also <<ccr-requirements,configure the leader index>>.

When you initiate replication either manually or through an auto-follow pattern, the
follower index is created on the local cluster. Once the follower index is created,
the <<remote-recovery, remote recovery>> process copies all of the Lucene segment
files from the remote cluster to the local cluster.

By default, if you initiate following manually (by using {kib} or the create follower API),
the recovery process is asynchronous in relationship to the
{ref}/ccr-put-follow.html[create follower request]. The request returns before
the <<remote-recovery, remote recovery>> process completes. If you would like to wait on
the process to complete, you can use the `wait_for_active_shards` parameter.

//////////////////////////

[source,console]
--------------------------------------------------
PUT /follower_index/_ccr/follow?wait_for_active_shards=1
{
  "remote_cluster" : "remote_cluster",
  "leader_index" : "leader_index"
}
--------------------------------------------------
// TESTSETUP
// TEST[setup:remote_cluster_and_leader_index]

[source,console]
--------------------------------------------------
POST /follower_index/_ccr/pause_follow
--------------------------------------------------
// TEARDOWN

//////////////////////////


==== The mechanics of replication

While replication is managed at the index level, replication is performed at the
shard level. When a follower index is created, it is automatically
configured to have an identical number of shards as the leader index. A follower
shard task in the follower index pulls from the corresponding leader shard in
the leader index by sending read requests for new operations. These read
requests can be served from any copy of the leader shard (primary or replicas).

For each read request sent by the follower shard task, if there are new
operations available on the leader shard, the leader shard responds with
operations limited by the read parameters that you established when you
configured the follower index. If there are no new operations available on the
leader shard, the leader shard waits up to a configured timeout for new
operations. If new operations occur within that timeout, the leader shard
immediately responds with those new operations. Otherwise, if the timeout
elapses, the follower shard replies that there are no new operations. The
follower shard task updates some statistics and immediately sends another read
request to the leader shard. This ensures that the network connections between
the remote cluster and the local cluster are continually being used so as to
avoid forceful termination by an external source (such as a firewall).

If a read request fails, the cause of the failure is inspected. If the
cause of the failure is deemed to be a failure that can be recovered from (for 
example, a network failure), the follower shard task enters into a retry
loop. Otherwise, the follower shard task is paused and requires user
intervention before it can be resumed with the
{ref}/ccr-post-resume-follow.html[resume follower API].

When operations are received by the follower shard task, they are placed in a
write buffer. The follower shard task manages this write buffer and submits
bulk write requests from this write buffer to the follower shard.  The write
buffer and these write requests are managed by the write parameters that you 
established when you configured the follower index.  The write buffer serves as
back-pressure against read requests. If the write buffer exceeds its configured<commit_msg>[DOCS] Fix shard type in CCR overview doc (#48882)<commit_after>[role="xpack"]
[testenv="platinum"]
[[ccr-overview]]
=== Overview


{ccr-cap} is done on an index-by-index basis. Replication is
configured at the index level. For each configured replication there is a
replication source index called the _leader index_ and a replication target
index called the _follower index_.

Replication is active-passive. This means that while the leader index
can directly be written into, the follower index can not directly receive
writes.

Replication is pull-based. This means that replication is driven by the
follower index. This simplifies state management on the leader index and means
that {ccr} does not interfere with indexing on the leader index.

IMPORTANT: {ccr-cap} requires <<modules-remote-clusters, remote clusters>>.

==== Configuring replication

Replication can be configured in two ways:

* Manually creating specific follower indices (in {kib} or by using the
{ref}/ccr-put-follow.html[create follower API])

* Automatically creating follower indices from auto-follow patterns (in {kib} or
by using the {ref}/ccr-put-auto-follow-pattern.html[create auto-follow pattern API])

For more information about managing {ccr} in {kib}, see
{kibana-ref}/working-remote-clusters.html[Working with remote clusters].

NOTE: You must also <<ccr-requirements,configure the leader index>>.

When you initiate replication either manually or through an auto-follow pattern, the
follower index is created on the local cluster. Once the follower index is created,
the <<remote-recovery, remote recovery>> process copies all of the Lucene segment
files from the remote cluster to the local cluster.

By default, if you initiate following manually (by using {kib} or the create follower API),
the recovery process is asynchronous in relationship to the
{ref}/ccr-put-follow.html[create follower request]. The request returns before
the <<remote-recovery, remote recovery>> process completes. If you would like to wait on
the process to complete, you can use the `wait_for_active_shards` parameter.

//////////////////////////

[source,console]
--------------------------------------------------
PUT /follower_index/_ccr/follow?wait_for_active_shards=1
{
  "remote_cluster" : "remote_cluster",
  "leader_index" : "leader_index"
}
--------------------------------------------------
// TESTSETUP
// TEST[setup:remote_cluster_and_leader_index]

[source,console]
--------------------------------------------------
POST /follower_index/_ccr/pause_follow
--------------------------------------------------
// TEARDOWN

//////////////////////////


==== The mechanics of replication

While replication is managed at the index level, replication is performed at the
shard level. When a follower index is created, it is automatically
configured to have an identical number of shards as the leader index. A follower
shard task in the follower index pulls from the corresponding leader shard in
the leader index by sending read requests for new operations. These read
requests can be served from any copy of the leader shard (primary or replicas).

For each read request sent by the follower shard task, if there are new
operations available on the leader shard, the leader shard responds with
operations limited by the read parameters that you established when you
configured the follower index. If there are no new operations available on the
leader shard, the leader shard waits up to a configured timeout for new
operations. If new operations occur within that timeout, the leader shard
immediately responds with those new operations. Otherwise, if the timeout
elapses, the leader shard replies that there are no new operations. The
follower shard task updates some statistics and immediately sends another read
request to the leader shard. This ensures that the network connections between
the remote cluster and the local cluster are continually being used so as to
avoid forceful termination by an external source (such as a firewall).

If a read request fails, the cause of the failure is inspected. If the
cause of the failure is deemed to be a failure that can be recovered from (for 
example, a network failure), the follower shard task enters into a retry
loop. Otherwise, the follower shard task is paused and requires user
intervention before it can be resumed with the
{ref}/ccr-post-resume-follow.html[resume follower API].

When operations are received by the follower shard task, they are placed in a
write buffer. The follower shard task manages this write buffer and submits
bulk write requests from this write buffer to the follower shard.  The write
buffer and these write requests are managed by the write parameters that you 
established when you configured the follower index.  The write buffer serves as
back-pressure against read requests. If the write buffer exceeds its configured
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