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@eedugon eedugon commented Jul 28, 2025

This PR include multiple changes and improvements in the upgrade docs:

  • Upgrade orchestrators moved downward in the TOC

  • Landing page (upgrade.md): Improved introduction, added an overview upgrade section as a map for the entire upgrade documentation, and upgrade-path to highlight that important information.

  • Plan upgrade: Scope clarified, the page is about general recommendations for the upgrade and compatibility verifications in order to create an upgrade plan. Added an upgrade order section, and a final example.

  • Prepare to upgade: We had lost part of the content (minor upgrades preparation steps) during the docs migration, and now that we have multiple 9.x versions that part feels needed. I've also re-worked that page and put all common steps (for major or minor upgrades) together, as the original asciidoc document (https://www.elastic.co/guide/en/elastic-stack/8.18/upgrading-elastic-stack.html) also felt repetitive and a bit duplicate.

  • Upgrade your deployment or cluster: changed a bit the intro and structure, plus added out of order releases section, related and linked from the upgrade-paths of the landing page.

  • Upgrade Elasticsearch self-managed (rolling upgrade instructions): Just minor changes adding some headings for better visibility.

I've tried to also position properly the documents in the flow, with "next steps" sections and proper introductions.

Closes: #1608

Part of the work of #1685

@eedugon eedugon added the v9.1.0 label Jul 28, 2025
@eedugon eedugon marked this pull request as ready for review July 29, 2025 10:31
@eedugon eedugon requested a review from a team as a code owner July 29, 2025 10:31
@eedugon eedugon requested review from a team and removed request for a team July 29, 2025 10:33
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@kilfoyle kilfoyle left a comment

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LGTM! 🚀
Really, really nice! I added just a few small suggestions.

eedugon and others added 4 commits July 29, 2025 20:29
Co-authored-by: David Kilfoyle <41695641+kilfoyle@users.noreply.github.com>
Co-authored-by: David Kilfoyle <41695641+kilfoyle@users.noreply.github.com>
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@shainaraskas shainaraskas left a comment

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this update looks really nice and I think it is a big improvement. mostly commented style things but there are a couple of questions peppered in.

a couple of overall takeaways:

  1. do we think these docs all make sense for someone who has to upgrade from 8.18? just want to make sure the paths are solid.
  2. the procedures are quite dense and could possibly benefit from the stepper component, but that's not a problem for now

shainaraskas

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@eedugon eedugon enabled auto-merge (squash) August 1, 2025 16:56
@eedugon eedugon merged commit 44a0367 into main Aug 1, 2025
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@eedugon eedugon deleted the upgrade_9.1_admin branch August 1, 2025 16:56
eedugon added a commit that referenced this pull request Aug 8, 2025
Minor issues & leftovers after
#2296
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Upgrade overview page should act as a map to child pages

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