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Clarify replica shard allocation step in rolling restart procedure #1246

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@rseldner rseldner commented Apr 24, 2025

Updates the restart documentation to specify that setting cluster.routing.allocation.enable to primaries disables replica shard allocation, not all shard allocation.

The phrase “disable shard allocation” seems to be a colloquial shorthand. Those experienced with Elasticsearch may implicitly understand it refers to replica shards during restarts, but this can be unclear to newer users.

Historically (and TIL 💡), the restart procedures (doc) used the none setting to fully disable shard allocation, which matched the “disable shard allocation” phrasing . In version 6.7, the recommended setting changed to primaries to allow primary shard allocation while avoiding unnecessary replica movement. However, the descriptive text was not updated to reflect this change, leaving behind a vestigial phrase from earlier behavior.

Clarifying this language helps align the documentation with the actual behavior in the example API calls we provide and reduces the risk of misinterpretation (e.g., mistakenly using "none" instead of "primaries").

Updates the restart documentation to specify that setting `cluster.routing.allocation.enable` to "primaries" disables **replica** shard allocation, not all shard allocation.

The phrase “disable shard allocation” seems to be a bit of a colloquial shorthand for developers and experienced users. Those familiar with Elasticsearch may implicitly understand it refers to replica shards during restarts. This PR makes that behavior explicit for newer users and reducing the risk of misconfiguration.
@rseldner rseldner added the documentation Improvements or additions to documentation label Apr 25, 2025
@rseldner rseldner marked this pull request as ready for review April 25, 2025 23:36
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