Amazon Opensearch Service

Case shape — FOCUSED_OPERATIONAL

A targeted "what command do I run?" answer for a small, well-bounded migration where the customer has already decided to move and just wants the runbook. Output is a decision rule + concrete steps + one central gotcha, nothing more. No assessment, no readiness, no risk register.

When to dispatch here

Use FOCUSED_OPERATIONAL when the customer's question is bounded by a clear operational threshold and the answer is a sequence of commands, not a strategy. The agent should pick this shape — over FULL_ASSESSMENT or TRANSLATION_TASK — when ALL three are true:

1. Size is small or stated as "tiny" — under ~100 GB total or "a few indexes" or "one index"

2. Decision criteria is explicit in the question — "cheapest", "quickest", "simplest", "minimum-downtime"

3. Source/target pair is obvious — version is given or trivially inferable, target is clearly Amazon OpenSearch Service Managed (not Serverless deliberation)

If the customer is debating Managed vs Serverless, asking about cost trade-offs, or has 500+ GB / multi-cluster scope — that is FULL_ASSESSMENT, not this shape.

Detection signals

Keywords that trigger this shape:

• "cheapest path" / "cheapest way" / "minimum cost"

• "quickest migration" / "fastest way" / "in a weekend" / "in 2 hours"

• "simplest" / "easiest" / "just want to move it"

• "small index" / "<100 GB" / "tiny dataset" / "one index"

• "what command do I run" / "give me the runbook"

Artifacts that trigger this shape:

• Single index size mentioned, under 100 GB

• Single ES/OS source version (e.g. "ES 7.17") + clear target ("AOS")

• A concrete maintenance window stated ("2 hour window", "Saturday night")

• No mention of multiple environments, regions, or compliance scope

Anti-signals (route elsewhere instead):

• "Should we migrate?" → FULL_ASSESSMENT

• "How do I translate this query?" → TRANSLATION_TASK

• "What's wrong with this approach?" → ANTI_PATTERN_PUSHBACK

• Pasted schema.xml → SCHEMA_CONVERSION

Required output template

Produce these sections, in this order, and nothing else:

1. Decision rule (one sentence)

State the single threshold from the skill that drives the chosen path. Format:

Rule: <size threshold> <source/version constraint> → <chosen path>

Examples:

• Rule: <100 GB and ES ≥ 7.11 → _reindex from remote (PRIMARY) — see references/assessment-gotchas.md #2.

• Rule: <100 GB and ES ≤ 7.10 → S3 snapshot + restore is viable, but _reindex from remote is still simpler.

• Rule: <100 GB and Solr any version → document-level export + _bulk — Solr has no snapshot path to OpenSearch ever.

2. Runbook steps (numbered, copy-pasteable)

4–8 numbered steps. Each step is one action with a concrete command or click-path. Pre-create destination index, configure allowlist, run, validate. Example structure:

1. Pre-create destination index with target mappings/settings
2. Add source endpoint to reindex.remote.allowlist on the AOS domain
3. POST _reindex with remote.host pointing at source
4. Poll _tasks for the reindex task ID until completion
5. Validate doc count: GET <dest>/_count vs source count
6. (Optional) Update aliases / cut over reads

3. One central gotcha (one short paragraph)

The single most likely failure mode for this exact path. Cite the gotcha number from references/assessment-gotchas.md. Examples:

• ES 7.11+ snapshot prohibition (gotcha #2)

• Solr is document-level only (gotcha #1)

• Lucene 8→10 wall if also crossing OS 3.0 (gotcha #3)

4. References footer (one line)

A single line pointing to deeper material. Format:

Deeper: see references/assessment-workflow.md § Path scoring; references/assessment-gotchas.md #2 for the snapshot block.

NOT REQUIRED — explicitly OMIT

This shape must not include any of these. If you find yourself writing them, you have picked the wrong shape — escalate to FULL_ASSESSMENT.

• Timeline & Resourcing — REMOVED FROM THE ENTIRE SUITE. No "engineer-weeks", no "Week 1 / Week 2", no resourcing estimates anywhere. Stop if you start typing this.

• Executive summary — there is no exec audience for a runbook

• Source fingerprint JSON — the size + version are already in the rule

• Target shape selection (Managed vs Serverless vs Classic) — already implied by the decision rule

• Sizing tables — the customer is moving a small dataset; default a single r7g.large.search × 2 or whatever they have

• Readiness scoring (7-dim, GREEN/YELLOW/RED) — irrelevant at this scope

• Risk register / compatibility scan beyond the one gotcha

• Citations section — the one-line References footer replaces it

• Math derivations — only the threshold rule, no shard arithmetic, no IOPS, no heap math

• Customer-specific trade-off discussion — they already chose; don't re-litigate

The 9 sections of FULL_ASSESSMENT are NOT used here. This shape produces 4 sections (Rule, Runbook, Gotcha, References), full stop.

Worked exemplar — 50 GB ES 7.17, 2-hour window

Customer: "I have a 50 GB index on ES 7.17 (self-managed EC2). Need to move it to Amazon OpenSearch Service in us-east-1 with a 2-hour maintenance window this Saturday. Cheapest/quickest path?"

Response:

Rule: <100 GB and ES ≥ 7.11 → _reindex from remote is the primary path. Snapshot/restore is not available — see references/assessment-gotchas.md #2.

Runbook:

1. Pre-create the destination index on the target domain with mappings and settings copied from source. The remote _reindex does NOT carry mappings — only _source. Pull source mappings via GET <src>/<index>/_mapping and PUT them on the destination.

2. Add the source endpoint to the domain's reindex.remote.allowlist via Console → Domain → Cluster settings (or the UpdateDomainConfig API). Format: host:port (e.g. 10.0.5.20:9200). Apply — wait for the blue/green to finish (~15 min).

3. Run the reindex asynchronously. Auth — prefer SigV4 when the source endpoint is IAM-capable: sign the _reindex POST with awscurl (or a SigV4 proxy) so no long-lived static credentials traverse the request body. If the source requires basic auth (legacy self-managed cluster), retrieve username/password from AWS Secrets Manager at runtime (aws secretsmanager get-secret-value --secret-id <reindex-source-creds>) and inject them as ephemeral inputs — do NOT hard-code credentials in scripts, IaC, or runbooks.

   Copy

   POST _reindex?wait_for_completion=false&slices=auto
   {
     "source": {
       "remote": {
         "host": "https://10.0.5.20:9200"
         // SigV4 (preferred): omit username/password; sign the POST itself.
         // Basic-auth fallback (only when source is not IAM-capable): pull from Secrets Manager, inject here.
         // "username": "${SECRET_USERNAME}", "password": "${SECRET_PASSWORD}"
       },
       "index": "products",
       "size": 1000
     },
     "dest": {"index": "products"}
   }

   Capture the returned task id.

4. Poll progress: GET _tasks/<task_id> until completed: true. For 50 GB at typical throughput, expect 20–60 minutes — well within the 2-hour window.

5. Validate doc counts: GET <src>/products/_count vs GET <dest>/products/_count. They must match. Spot-check a few _ids.

6. Cut over reads by repointing the application or aliasing.

Central gotcha — ES 7.11+ snapshot prohibition (gotcha #2). See references/assessment-gotchas.md #2 for the failure mode and reasoning. The _reindex from remote path is the supported workaround at this size. If the dataset were larger (>100 GB) you would graduate to Migration Assistant for Amazon OpenSearch Service Historical Data Migration instead — but at 50 GB, _reindex is simpler.

Deeper: see references/assessment-workflow.md § Path scoring; references/assessment-gotchas.md #2 for the snapshot block.

Pre-emit checklist (shape-specific — tick before sending)

• [ ] Decision rule is one line with an explicit threshold (e.g. <100 GB, ES ≥ 7.11, Solr any)

• [ ] Runbook is 4–8 numbered steps, each with a concrete command or click-path

• [ ] Pre-create destination is step 1 or 2 (never assume mappings carry over on _reindex from remote)

• [ ] Allowlist / network config is an explicit step (most common runbook omission)

• [ ] Validation step exists (doc count, spot check, or _cat/indices)

• [ ] Exactly ONE gotcha cited, by number from references/assessment-gotchas.md

• [ ] References footer is ONE line pointing to deeper material

• [ ] No "Timeline" section, no "Week 1", no engineer-weeks. (REMOVED FROM SUITE.)

• [ ] No exec summary, no readiness, no risk register, no sizing table, no fingerprint JSON

• [ ] No sentence longer than ~30 words — operational tone, not consultative

• [ ] No customer trade-off re-litigation — they chose, you execute

• [ ] Total length under ~500 words — if longer, you've drifted into FULL_ASSESSMENT territory

• [ ] First sentence states the rule, not a restatement of the customer's question

• [ ] If Solr source: path is document-level export + _bulk (gotcha #1), never snapshot

• [ ] If crossing OS 3.0 (target is 3.x from any 1.x or 2.x source): central gotcha section MUST include BOTH (a) the Lucene segment wall — phrase it as "Lucene 10 cannot read Lucene 8 segments — segment format is forward-only, so every pre-2.x index must be reindexed before the cluster reaches 3.x" — AND (b) at least one named OS 3.x breaking change beyond the Lucene wall: JDK 21 minimum runtime, Security Manager → Java agent migration for plugins, NMSLIB engine removal (k-NN must reindex into FAISS first), or renamed k-NN settings. One sentence each is sufficient. Without both items the response will be marked incomplete on any 1.x→3.x or 2.x→3.x crossing.