Amazon OpenSearch is a highly scalable and robust service, but like any distributed system, ensuring its availability and resilience requires robust monitoring mechanisms. Traditional health checks may not always provide deep insights into the real-time state of your OpenSearch clusters. Deep health checks offer more granular insights for failure detection and response. This post will explore how to implement deep health checks for OpenSearch clusters using AWS CDK.

Understanding Health Check Types for Infrastructure Resilience

Resilience in cloud infrastructure depends heavily on the quality of health checks in place. Traditional health checks—such as simple ping or connectivity tests—only verify if a service is running but fail to detect issues related to application logic, data integrity, or performance.

Types of Health Checks:

  1. Shallow Health Checks: Quick, surface-level checks like HTTP status codes or ping responses.
  2. Deep Health Checks are in-depth analyses involving service logic, application metrics, query performance, and data consistency. They help determine whether the service is functioning as expected beyond mere availability.

Choosing Deep Health Checks for OpenSearch Cluster Monitoring

Deep health checks for OpenSearch involve querying specific indices or analyzing cluster health metrics like node status, shard allocations, and indexing speed. These metrics give a clearer picture of the cluster’s operational health, ensuring it functions optimally.

By leveraging Lambda functions, you can implement these deep checks, automatically trigger actions like notifications or failover, and integrate them into the cluster’s monitoring framework.

Designing a Lambda-Based Deep Health Check Solution

The key to an effective deep health check is automation. AWS Lambda allows you to run serverless checks that monitor your OpenSearch cluster at regular intervals. The Lambda function can query OpenSearch directly using specific API endpoints and cross-check the status of nodes, shards, and indices.

Key Components:

  • Lambda Function: Runs the deep health check.
  • Amazon OpenSearch Integration: Executes deep checks by querying the OpenSearch cluster.
  • SSM Parameter Store: Stores secrets and configurations securely, like OpenSearch endpoints or authentication details.

Implementing the Lambda Handler with SSM and OpenSearch Integration

The Lambda handler will be responsible for executing the checks. It interacts with AWS Systems Manager (SSM) to securely fetch credentials and the OpenSearch APIs to query the cluster’s status.

import boto3

import requests

import json

from requests.auth import HTTPBasicAuth

import os

# Fetch OpenSearch credentials from SSM

ssm = boto3.client(‘ssm’)

opensearch_endpoint = os.getenv(‘OPENSEARCH_ENDPOINT’)

username = ssm.get_parameter(Name=’OpenSearchUsername’, WithDecryption=True)[‘Parameter’][‘Value’]

password = ssm.get_parameter(Name=’OpenSearchPassword’, WithDecryption=True)[‘Parameter’][‘Value’]

def lambda_handler(event, context):

    try:

        response = requests.get(

            f”{opensearch_endpoint}/_cluster/health”,

            auth=HTTPBasicAuth(username, password)

        )

        cluster_health = response.json()

        

        # Analyze deep health metrics

        if cluster_health[‘status’] != ‘green’:

            raise Exception(f”Cluster health is {cluster_health[‘status’]}”)

        

        return {

            ‘statusCode’: 200,

            ‘body’: json.dumps(‘Cluster is healthy’)

        }

    except Exception as e:

        return {

            ‘statusCode’: 500,

            ‘body’: str(e)

        }

Integrating with AWS CDK: Configuring Permissions and API Gateway

The AWS CDK lets you quickly deploy the Lambda function, configure required permissions, and create an API Gateway to trigger health checks via HTTP requests.

Steps for Integration:

  1. Define the Lambda Function: You can define the Lambda function using AWS CDK’s aws-lambda module with the correct handler and runtime.
  2. Grant SSM Access: Add permissions for the Lambda function to access parameters from SSM.
  3. Create API Gateway: Define an API Gateway to trigger the Lambda function when a health check is required.

import * as cdk from ‘aws-cdk-lib’;

import * as lambda from ‘aws-cdk-lib/aws-lambda’;

import * as apigateway from ‘aws-cdk-lib/aws-apigateway’;

import * as ssm from ‘aws-cdk-lib/aws-ssm’;

export class OpenSearchHealthCheckStack extends cdk.Stack {

    constructor(scope: cdk.Construct, id: string, props?: cdk.StackProps) {

        super(scope, id, props);

        const opensearchHealthCheck = new lambda.Function(this, ‘OpenSearchHealthCheck’, {

            runtime: lambda.Runtime.PYTHON_3_8,

            handler: ‘handler.lambda_handler’,

            code: lambda.Code.fromAsset(‘lambda’),

            environment: {

                OPENSEARCH_ENDPOINT: ssm.StringParameter.valueFromLookup(this, ‘OpenSearchEndpoint’)

            }

        });

        opensearchHealthCheck.addToRolePolicy(new iam.PolicyStatement({

            actions: [‘ssm:GetParameter’],

            resources: [‘arn:aws:ssm:*:*:parameter/OpenSearch*’],

        }));

        const api = new apigateway.LambdaRestApi(this, ‘OpenSearchHealthCheckAPI’, {

            handler: opensearchHealthCheck,

            endpointTypes: [apigateway.EndpointType.REGIONAL],

        });

    }

}

Creating a Route 53 Health Check for Failover Routing

Once deep health checks are in place, a Route 53 health check can be set up to monitor the API Gateway endpoint. This allows you to configure automatic failover if the OpenSearch cluster health degrades.

Steps to Create a Route 53 Health Check:

  1. Navigate to Route 53.
  2. Create a new health check, pointing to the API Gateway endpoint.
  3. Configure failover routing to switch to a backup cluster when health checks fail.

Next Steps: Further Enhancing Disaster Recovery in OpenSearch Clusters

Deep health checks are just one aspect of building resilient OpenSearch clusters. To further enhance disaster recovery:

  • Cross-Region Replication: Ensure OpenSearch data is replicated across regions to mitigate localized outages.
  • Automated Snapshots: Regularly backup data and store snapshots in S3.
  • Proactive Scaling: Monitor and scale the cluster nodes automatically based on indexing and search workloads.

References

Operational Best Practices for Amazon OpenSearch Service

Implementing health checks