This document provides step-by-step instructions to set up Elasticsearch on Linux and Windows, along with common operations such as creating an index, syncing data, and searching data.

1. Prerequisites

• Java (Elasticsearch 8.x comes with bundled JDK – no separate Java install required)

• Minimum 4 GB RAM (recommended)

• Open ports: 9200 (HTTP), 9300 (Transport)

2. Elasticsearch Installation

2.1 Linux Setup (Ubuntu / RHEL)

Step 1: Download Elasticsearch

wget https://artifacts.elastic.co/downloads/elasticsearch/elasticsearch-8.x.x-linux-x86_64.tar.gz

Step 2: Extract the Archive

tar -xzf elasticsearch-8.x.x-linux-x86_64.tar.gz
cd elasticsearch-8.x.x

Step 3: Configure Elasticsearch

Edit config/elasticsearch.yml

cluster.name: elasticsearch-cluster
node.name: node-1
network.host: 0.0.0.0
http.port: 9200
discovery.type: single-node

Step 4: Start Elasticsearch

./bin/elasticsearch

Step 5: Verify Installation

curl http://localhost:9200

2.2 Windows Setup

Step 1: Download Elasticsearch

• Download the Windows ZIP from Elastic official site

Step 2: Extract ZIP File

• Extract to a directory (example: C:\elasticsearch)

Step 3: Configure Elasticsearch

Edit config\elasticsearch.yml

cluster.name: elasticsearch-cluster
node.name: node-1
network.host: localhost
http.port: 9200
discovery.type: single-node

Step 4: Start Elasticsearch

bin\elasticsearch.bat

Step 5: Verify Installation

Open browser or Postman:

http://localhost:9200

2.3 Docker Setup

Step 1: Create docker-compose.yml

elasticsearch:
    image: docker.elastic.co/elasticsearch/elasticsearch:8.12.0
    container_name: amrit-elasticsearch
    environment:
      - node.name=es-amrit
      - cluster.name=amrit-cluster
      - discovery.type=single-node
      - bootstrap.memory_lock=true
      - "ES_JAVA_OPTS=-Xms512m -Xmx512m"
      - xpack.security.enabled=true
      - xpack.security.http.ssl.enabled=false
      - xpack.security.transport.ssl.enabled=false
      - ELASTIC_PASSWORD=Password
    ulimits:
      memlock:
        soft: -1
        hard: -1
      nofile:
        soft: 65536
        hard: 65536
    volumes:
      - es-data:/usr/share/elasticsearch/data
    ports:
      - "9200:9200"
      - "9300:9300"
    networks:
      - app-network
    healthcheck:
      test: ["CMD-SHELL", "curl -s http://localhost:9200 >/dev/null || exit 1"]
      interval: 30s
      timeout: 10s
      retries: 5
      start_period: 60s

  kibana:
    image: docker.elastic.co/kibana/kibana:8.12.0
    container_name: amrit-kibana
    environment:
      - ELASTICSEARCH_HOSTS=http://elasticsearch:9200
      - ELASTICSEARCH_USERNAME=elastic
      - ELASTICSEARCH_PASSWORD=Password
      - SERVER_HOST=0.0.0.0
    ports:
      - "5601:5601"
    networks:
      - app-network
    depends_on:
      elasticsearch:
        condition: service_healthy
    healthcheck:
      test: ["CMD-SHELL", "curl -s http://localhost:5601/api/status >/dev/null || exit 1"]
      interval: 30s
      timeout: 10s
      retries: 5
      start_period: 60s

Step 2: Start Elasticsearch Container

docker compose up -d