Installing Workplace Search

Elastic Workplace Search is packaged with App Search as a single solution named Elastic Enterprise Search.

Deploy Elastic Enterprise Search on Elastic Cloud or download and run the solution on-premises. Get started now with a free Elastic Cloud trial. Or, set up your own infrastructure for self-managed deployments.

Deploy Enterprise Search on Elastic Cloud with the following steps. For more details, see the relevant Elastic Cloud documentation.

Step 1. Log in to Elastic Cloud. If you’re using Elastic Cloud for the first time, create an account. New accounts include a free trial.

Step 2. Within Elastic Cloud, navigate to Create deployment to create your Enterprise Search deployment. If this is your first deployment, creating it will start your free trial.

Enter a deployment name, and change the deployment template from I/O Optimized to Enterprise Search. Optionally, change the values of other fields, such as cloud provider and geographic region.

Click Create deployment to deploy Enterprise Search.

Step 3. While waiting for the deployment to start, download or copy the elastic user password shown on the screen. These credentials are shown only once, so record them securely.

Once the Open Enterprise Search button is available, click the button to visit the Enterprise Search login screen.

Step 4. Log in to Enterprise Search with the username elastic and the password you previously recorded.

You’re ready to use Elastic Workplace Search! Continue with Getting started.

For more information about Enterprise Search on Elastic Cloud, refer to the following Elastic Cloud documentation:

If you lose the password for the elastic user, you’ll need to reset it through the Elastic Cloud console. Navigate to the specific deployment within Elastic Cloud, and then click Manage and Reset password to get to the Security screen. From there, click Reset password to complete the process.

Elastic provides Mac and Linux packages for installing Elasticsearch and Enterprise Search within your development environment or on production hardware you’ve provisioned.

First, satisfy all dependencies:

Next, you’ll need to get Elasticsearch up and running with security features:

Step 1. Download Elasticsearch 7.7.1 and navigate to the newly unpacked directory.

Step 2. Locate the config/elasticsearch.yml configuration file and edit the following setting to enable Elasticsearch’s Security features:

xpack.security.enabled: true

Step 3. Start Elasticsearch:

$ bin/elasticsearch

Step 4. Open a new terminal window, and navigate to the Elasticsearch directory. From here, we must generate a random password for the elastic user, which will be used by Enterprise Search to securely communicate with the underlying Elasticsearch cluster:

$ bin/elasticsearch-setup-passwords auto

Locate the password for the elastic user as output in the console and keep it handy: we will need it in a few moments.

We must now configure Enterprise Search:

Step 5. Download Enterprise Search 7.7.1 and navigate to the newly unpacked directory.

Step 6. Locate the config/enterprise-search.yml file and edit the following settings using the recently generated password:

ent_search.auth.source: standard
elasticsearch.username: elastic
elasticsearch.password: [ELASTIC_USER_PASSWORD]

Step 7. Add the following configuration to the config/enterprise-search.yml file. It allows Enterprise Search to create to appropriate indices for the target Elasticsearch cluster:

allow_es_settings_modification: true

Step 8. You must also set at least one encryption key in the same config/enterprise-search.yml configuration file (256-bit key recommended), as an array:

secret_management.encryption_keys: [{encryption_key1}, {encryption_key2}, {...}]

Step 9. Run the boot command and provide a default user password to start Enterprise Search. For those using Workplace Search, the default password will also be used to log in to the Workplace Search administrative experience:

$ ENT_SEARCH_DEFAULT_PASSWORD=passwordexample bin/enterprise-search

Step 10. Head to http://localhost:3002. You will be presented with a one-time deployment status report. If the Elasticsearch cluster is not already running with a Platinum license applied, a trial license is automatically applied for you and will be valid for 30 days.

With the enterprise_search user in hand and the password provided at boot time, proceed to the next step to log in.

You’re ready to use Elastic Workplace Search! Continue with Getting started.

Enterprise Search makes alterations to the auto_create_index persistent and transient settings within Elasticsearch when using allow_es_settings_modification: true. Avoid making changes to those settings as it may result in unintended consequences.

An alternative approach involves setting the auto_create_index configuration in elasticsearch.yml for the target Elasticsearch cluster:

action.auto_create_index: ".ent-search-*-logs-*,-.ent-search-*,-test-.ent-search-*,+*"

Using this alternative approach allows you to maintain all Elasticsearch-specific settings at the cluster level.

Run the binary with an attached --reset-auth command: