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[DOCS] Steps for updating TLS certificates #73781

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merged 38 commits into from Jul 28, 2021

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@lockewritesdocs lockewritesdocs commented Jun 4, 2021

Adds documentation for updating TLS certificates both when the CA remains the same and when it changes. This information focuses on PCKS#12 certificates. We can add documentation for updating PEM certificates in a separate PR.

Preview link: https://elasticsearch_73781.docs-preview.app.elstc.co/guide/en/elasticsearch/reference/master/update-node-certs.html

Closes #63953
Relates to #1644

@lockewritesdocs lockewritesdocs self-assigned this Jun 4, 2021
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@elasticmachine update branch

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@lockewritesdocs lockewritesdocs marked this pull request as ready for review June 10, 2021 20:16
@lockewritesdocs lockewritesdocs added :Security/Authentication Logging in, Usernames/passwords, Realms (Native/LDAP/AD/SAML/PKI/etc) >docs General docs changes v7.13.2 v7.14.0 v8.0.0 labels Jun 10, 2021
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@elasticmachine elasticmachine added the Team:Security Meta label for security team label Jun 10, 2021
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Thanks for tackling this beast Adam. I added some comments on the transport layer instructions which probably affect the http in the same way. Happy to chat about anything that it is not clear

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>
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@elasticmachine update branch

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@lockewritesdocs lockewritesdocs added v7.12.2 auto-backport Automatically create backport pull requests when merged v7.14.0 labels Jul 28, 2021
@lockewritesdocs lockewritesdocs merged commit 73e3b60 into elastic:master Jul 28, 2021
@lockewritesdocs lockewritesdocs deleted the docs__update-tls-certs branch July 28, 2021 18:54
elasticsearchmachine pushed a commit to elasticsearchmachine/elasticsearch that referenced this pull request Jul 28, 2021
* [DOCS] Steps for updating TLS certificates

* Updates for changing CA

* Updates for rotating certs with a new CA

* Add instructions for generating HTTP certs with a new CA

* Add steps for creating HTTP certs with new CA

* Clarify note about cluser restart and other edits

* Clarifying scenarios

* Apply suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Incorporating review feedback and making necessary changes

* Clarifications and changes regarding restarts

* Remove errant --pem in basic security setup

* Incorporate suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Many, many updates. But good ones.

* Add languages for snippets

* Reorder steps to reference rolling restart throughout for consistency

* Add clarifying what's next steps

* Add instructions for updating Kibana certificate

* Apply suggestions from Ioannis' stellar code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Update instructions to use a single keystore, plus other review changes

* Incorporating another round of review comments

* Minor updates from reviewer feedback

* Clarifying examples and fixing numbering

* Skip tests that are creating unnecessary noise

* Quieting other tests

Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>
elasticsearchmachine pushed a commit to elasticsearchmachine/elasticsearch that referenced this pull request Jul 28, 2021
* [DOCS] Steps for updating TLS certificates

* Updates for changing CA

* Updates for rotating certs with a new CA

* Add instructions for generating HTTP certs with a new CA

* Add steps for creating HTTP certs with new CA

* Clarify note about cluser restart and other edits

* Clarifying scenarios

* Apply suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Incorporating review feedback and making necessary changes

* Clarifications and changes regarding restarts

* Remove errant --pem in basic security setup

* Incorporate suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Many, many updates. But good ones.

* Add languages for snippets

* Reorder steps to reference rolling restart throughout for consistency

* Add clarifying what's next steps

* Add instructions for updating Kibana certificate

* Apply suggestions from Ioannis' stellar code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Update instructions to use a single keystore, plus other review changes

* Incorporating another round of review comments

* Minor updates from reviewer feedback

* Clarifying examples and fixing numbering

* Skip tests that are creating unnecessary noise

* Quieting other tests

Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>
elasticsearchmachine pushed a commit to elasticsearchmachine/elasticsearch that referenced this pull request Jul 28, 2021
* [DOCS] Steps for updating TLS certificates

* Updates for changing CA

* Updates for rotating certs with a new CA

* Add instructions for generating HTTP certs with a new CA

* Add steps for creating HTTP certs with new CA

* Clarify note about cluser restart and other edits

* Clarifying scenarios

* Apply suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Incorporating review feedback and making necessary changes

* Clarifications and changes regarding restarts

* Remove errant --pem in basic security setup

* Incorporate suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Many, many updates. But good ones.

* Add languages for snippets

* Reorder steps to reference rolling restart throughout for consistency

* Add clarifying what's next steps

* Add instructions for updating Kibana certificate

* Apply suggestions from Ioannis' stellar code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Update instructions to use a single keystore, plus other review changes

* Incorporating another round of review comments

* Minor updates from reviewer feedback

* Clarifying examples and fixing numbering

* Skip tests that are creating unnecessary noise

* Quieting other tests

Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>
elasticsearchmachine pushed a commit to elasticsearchmachine/elasticsearch that referenced this pull request Jul 28, 2021
* [DOCS] Steps for updating TLS certificates

* Updates for changing CA

* Updates for rotating certs with a new CA

* Add instructions for generating HTTP certs with a new CA

* Add steps for creating HTTP certs with new CA

* Clarify note about cluser restart and other edits

* Clarifying scenarios

* Apply suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Incorporating review feedback and making necessary changes

* Clarifications and changes regarding restarts

* Remove errant --pem in basic security setup

* Incorporate suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Many, many updates. But good ones.

* Add languages for snippets

* Reorder steps to reference rolling restart throughout for consistency

* Add clarifying what's next steps

* Add instructions for updating Kibana certificate

* Apply suggestions from Ioannis' stellar code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Update instructions to use a single keystore, plus other review changes

* Incorporating another round of review comments

* Minor updates from reviewer feedback

* Clarifying examples and fixing numbering

* Skip tests that are creating unnecessary noise

* Quieting other tests

Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>
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💚 Backport successful

Status Branch Result
7.12
7.13
7.14
7.x

lockewritesdocs pushed a commit that referenced this pull request Jul 28, 2021
* [DOCS] Steps for updating TLS certificates

* Updates for changing CA

* Updates for rotating certs with a new CA

* Add instructions for generating HTTP certs with a new CA

* Add steps for creating HTTP certs with new CA

* Clarify note about cluser restart and other edits

* Clarifying scenarios

* Apply suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Incorporating review feedback and making necessary changes

* Clarifications and changes regarding restarts

* Remove errant --pem in basic security setup

* Incorporate suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Many, many updates. But good ones.

* Add languages for snippets

* Reorder steps to reference rolling restart throughout for consistency

* Add clarifying what's next steps

* Add instructions for updating Kibana certificate

* Apply suggestions from Ioannis' stellar code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Update instructions to use a single keystore, plus other review changes

* Incorporating another round of review comments

* Minor updates from reviewer feedback

* Clarifying examples and fixing numbering

* Skip tests that are creating unnecessary noise

* Quieting other tests

Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

Co-authored-by: Adam Locke <adam.locke@elastic.co>
Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>
lockewritesdocs pushed a commit that referenced this pull request Jul 29, 2021
* [DOCS] Steps for updating TLS certificates

* Updates for changing CA

* Updates for rotating certs with a new CA

* Add instructions for generating HTTP certs with a new CA

* Add steps for creating HTTP certs with new CA

* Clarify note about cluser restart and other edits

* Clarifying scenarios

* Apply suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Incorporating review feedback and making necessary changes

* Clarifications and changes regarding restarts

* Remove errant --pem in basic security setup

* Incorporate suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Many, many updates. But good ones.

* Add languages for snippets

* Reorder steps to reference rolling restart throughout for consistency

* Add clarifying what's next steps

* Add instructions for updating Kibana certificate

* Apply suggestions from Ioannis' stellar code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Update instructions to use a single keystore, plus other review changes

* Incorporating another round of review comments

* Minor updates from reviewer feedback

* Clarifying examples and fixing numbering

* Skip tests that are creating unnecessary noise

* Quieting other tests

Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

Co-authored-by: Adam Locke <adam.locke@elastic.co>
Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>
lockewritesdocs pushed a commit that referenced this pull request Jul 29, 2021
* [DOCS] Steps for updating TLS certificates

* Updates for changing CA

* Updates for rotating certs with a new CA

* Add instructions for generating HTTP certs with a new CA

* Add steps for creating HTTP certs with new CA

* Clarify note about cluser restart and other edits

* Clarifying scenarios

* Apply suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Incorporating review feedback and making necessary changes

* Clarifications and changes regarding restarts

* Remove errant --pem in basic security setup

* Incorporate suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Many, many updates. But good ones.

* Add languages for snippets

* Reorder steps to reference rolling restart throughout for consistency

* Add clarifying what's next steps

* Add instructions for updating Kibana certificate

* Apply suggestions from Ioannis' stellar code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Update instructions to use a single keystore, plus other review changes

* Incorporating another round of review comments

* Minor updates from reviewer feedback

* Clarifying examples and fixing numbering

* Skip tests that are creating unnecessary noise

* Quieting other tests

Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

Co-authored-by: Adam Locke <adam.locke@elastic.co>
Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>
ywangd pushed a commit to ywangd/elasticsearch that referenced this pull request Jul 30, 2021
* [DOCS] Steps for updating TLS certificates

* Updates for changing CA

* Updates for rotating certs with a new CA

* Add instructions for generating HTTP certs with a new CA

* Add steps for creating HTTP certs with new CA

* Clarify note about cluser restart and other edits

* Clarifying scenarios

* Apply suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Incorporating review feedback and making necessary changes

* Clarifications and changes regarding restarts

* Remove errant --pem in basic security setup

* Incorporate suggestions from code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Many, many updates. But good ones.

* Add languages for snippets

* Reorder steps to reference rolling restart throughout for consistency

* Add clarifying what's next steps

* Add instructions for updating Kibana certificate

* Apply suggestions from Ioannis' stellar code review

Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>

* Update instructions to use a single keystore, plus other review changes

* Incorporating another round of review comments

* Minor updates from reviewer feedback

* Clarifying examples and fixing numbering

* Skip tests that are creating unnecessary noise

* Quieting other tests

Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>
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Document how to update existing TLS certificates in a cluster
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