Migrate from older r3 OpenSearch instances to r5 instances to achieve better performance, enhanced security features, and reduced monthly expenses.

Detailed Explanation

Why This Policy Matters

Staying current with instance generations is crucial for:

  • Optimizing cloud infrastructure costs
  • Improving overall system performance
  • Accessing the latest security and feature improvements

Cost Reduction Insights

By upgrading from r3 to r5 OpenSearch instances, organizations can realize:

  • Performance Improvements: Higher-performing CPUs
  • Cost Savings: Lower price points for equivalent or better specifications
  • Enhanced Features: Built-in encryption and access control

Potential Savings Breakdown

Let’s compare two instance types:

r3.4xlarge.search:

  • 122 GiB Memory
  • 16 vCPUs
  • Monthly Cost: $1,431

r5.4xlarge.search:

  • 128 GiB Memory
  • 16 vCPUs
  • Monthly Cost: $1,086

Key Savings:

  • Cost Reduction: 24% monthly
  • Memory Increase: 6 GiB additional memory
  • Performance: More modern architecture

Implementation Guide

Infrastructure-as-Code Update Example (Terraform)

resource "aws_opensearch_domain" "example" {
  # Existing configuration
 
  # Update instance type
-  instance_type = "r3.4xlarge.search"
+  instance_type = "r5.4xlarge.search"

  # Additional recommended configurations
  encrypt_at_rest {
    enabled = true
  }

  advanced_security_options {
    enabled = true
  }
}

Manual Migration Steps

  1. Backup existing OpenSearch domain data
  2. Create a snapshot of the current configuration
  3. Provision a new R5 instance cluster
  4. Migrate data to the new cluster
  5. Update DNS/connection strings
  6. Decommission old R3 instances

Best Practices

  • Gradual Migration: Use blue/green deployment strategies
  • Performance Testing: Validate performance before full cutover
  • Cost Monitoring: Use tools like Infracost to estimate and track savings
  • Compliance Check: Ensure new instances meet security requirements

Implementation Tools

  • Infracost: Helps estimate and prevent costly infrastructure configurations
  • AWS Migration Tools: Support smooth instance type transitions
  • CloudWatch: Monitor performance during and after migration

Example Scenarios

Scenario 1: Media Streaming Platform

A media streaming service running multiple R3 instances can save $50,000+ annually by upgrading to r5 instances.

Scenario 2: E-commerce Analytics

An e-commerce company reduced OpenSearch infrastructure costs by 28% while improving search query performance.

Considerations and Caveats

Potential Drawbacks

  • Temporary service interruption during migration
  • Potential compatibility issues with legacy configurations
  • Initial migration overhead

Not Recommended When

  • Extremely stable legacy systems with complex dependencies
  • Strict change management processes
  • Immediate migration isn’t financially justified

Frequently Asked Questions (FAQs)

Migration duration varies but typically ranges from 2-8 hours, depending on data volume and complexity.

Risks include potential downtime and configuration incompatibilities. Thorough testing and staged migrations minimize these risks.

Yes, Infracost can scan your infrastructure and highlight potential cost-saving opportunities like OpenSearch instance upgrades.

Conduct a thorough performance and cost analysis. Not all workloads benefit equally from upgrades.

Recommend quarterly reviews of instance types and generations to ensure optimal performance and cost-efficiency.