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Original file line number Diff line number Diff line change
@@ -0,0 +1,6 @@
* To use {{kib}}'s **Snapshot and Restore** feature, you must have the following permissions:

* [Cluster privileges](elasticsearch://reference/elasticsearch/security-privileges.md#privileges-list-cluster): `monitor`, `manage_slm`, `cluster:admin/snapshot`, and `cluster:admin/repository`
* [Index privilege](elasticsearch://reference/elasticsearch/security-privileges.md#privileges-list-indices): `monitor` privilege on all the indices

* To register a snapshot repository or restore a snapshot, the cluster’s global metadata must be writeable. Ensure there aren’t any [cluster blocks](elasticsearch://reference/elasticsearch/configuration-reference/miscellaneous-cluster-settings.md#cluster-read-only) that prevent write access. The restore operation ignores index blocks.
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Expand Up @@ -26,12 +26,8 @@ From within {{ech}}, you can restore a snapshot from a different deployment in t

## Prerequisites for {{ech}}

To use Kibana's Snapshot and Restore feature, you must have the following permissions:

- Cluster privileges: `monitor`, `manage_slm`, `cluster:admin/snapshot`, and `cluster:admin/repository`
- Index privilege: `all` on the monitor index

To register a snapshot repository, the cluster’s global metadata must be writable. Ensure there aren’t any cluster blocks that prevent write access.
:::{include} _snippets/restore-snapshot-common-prerequisites.md
:::

## Considerations

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Expand Up @@ -27,12 +27,11 @@ In this guide, you’ll learn how to:
This guide also provides tips for [restoring to another cluster](#restore-different-cluster) and [troubleshooting common restore errors](#troubleshoot-restore).

## Prerequisites
- To use Kibana’s Snapshot and Restore feature, you must have the following permissions:
- [Cluster privileges](elasticsearch://reference/elasticsearch/security-privileges.md#privileges-list-cluster): `monitor`, `manage_slm`, `cluster:admin/snapshot`, and `cluster:admin/repository`
- [Index privilege](elasticsearch://reference/elasticsearch/security-privileges.md#privileges-list-indices): `all` on the monitor index
:::{include} _snippets/restore-snapshot-common-prerequisites.md
:::

- You can only restore a snapshot to a running cluster with an elected [master node](/deploy-manage/distributed-architecture/clusters-nodes-shards/node-roles.md#master-node-role). The snapshot’s repository must be registered and available to the cluster.
- The snapshot and cluster versions must be compatible. See [Snapshot compatibility](/deploy-manage/tools/snapshot-and-restore.md#snapshot-compatibility).
- To restore a snapshot, the cluster’s global metadata must be writable. Ensure there aren’t any cluster blocks that prevent writes. The restore operation ignores index blocks.
- Before you restore a data stream, ensure the cluster contains a [matching index template](/manage-data/use-case-use-elasticsearch-to-manage-time-series-data.md#create-ts-index-template) with data stream enabled. To check, use [Kibana’s Index Management](/manage-data/data-store/index-basics.md#index-management-manage-index-templates) feature or the get index template API:

```console
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8 changes: 2 additions & 6 deletions deploy-manage/tools/snapshot-and-restore/self-managed.md
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Expand Up @@ -21,12 +21,8 @@ In this guide, you’ll learn how to:

## Prerequisites [snapshot-repo-prereqs]

* To use {{kib}}'s **Snapshot and Restore** feature, you must have the following permissions:

* [Cluster privileges](elasticsearch://reference/elasticsearch/security-privileges.md#privileges-list-cluster): `monitor`, `manage_slm`, `cluster:admin/snapshot`, and `cluster:admin/repository`
* [Index privilege](elasticsearch://reference/elasticsearch/security-privileges.md#privileges-list-indices): `all` on the `monitor` index

* To register a snapshot repository, the cluster’s global metadata must be writeable. Ensure there aren’t any [cluster blocks](elasticsearch://reference/elasticsearch/configuration-reference/miscellaneous-cluster-settings.md#cluster-read-only) that prevent write access.
:::{include} _snippets/restore-snapshot-common-prerequisites.md
:::

## Considerations [snapshot-repo-considerations]

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