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Expand guidance on testing an upgrade (#3009) (#3011)
Call out specifically to look for cluster stability, performance, and snapshot repository bugs. Co-authored-by: Liam Thompson <[email protected]>
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docs/en/install-upgrade/upgrading-stack.asciidoc

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compatible with {es} version {version}.
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. Test the upgrade in an isolated environment before upgrading your production
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cluster.
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cluster.
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[IMPORTANT]
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====
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The upgraded version of {es} may interact with its environment in different
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ways from the version you are currently running. It is possible that your
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environment behaves incorrectly in a way that does not matter to the version of
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{es} that you are currently running, but which does matter to the upgraded
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version. In this case, the upgraded version will not work correctly until you
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address the incorrect behaviour in your environment.
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During your upgrade tests, pay particular attention to the following aspects:
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Cluster stability:: Does the new version of {es} form a stable healthy cluster?
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Indexing and search performance:: Does the new version of {es} perform the same
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(or better) than the current one on your specific workload and data?
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Snapshots:: Do all of your snapshot repositories work correctly and pass
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{ref}/repo-analysis-api.html[repository analysis]?
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====
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. Make sure you have a current snapshot before you start the upgrade.
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IMPORTANT: You cannot downgrade {es} nodes after upgrading.
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If you cannot complete the upgrade process,
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you will need to restore from the snapshot.
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IMPORTANT: You cannot downgrade {es} nodes after starting to upgrade your
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cluster. If you cannot complete the upgrade process, build a new cluster and
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restore a snapshot taken before starting the upgrade.
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. If you use a separate {ref}/monitoring-production.html[monitoring cluster], you should upgrade the monitoring cluster before the production cluster. In general, the monitoring cluster and the clusters being monitored should be running the same version of the stack. A monitoring cluster cannot monitor production clusters running newer versions of the stack. If necessary, the monitoring cluster can monitor production clusters running the latest release of the previous major version.
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. If you use a separate {ref}/monitoring-production.html[monitoring cluster],
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upgrade the monitoring cluster before the production cluster.
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In general, the monitoring cluster and the clusters being monitored should be
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running the same version of the stack. A monitoring cluster cannot monitor
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production clusters running newer versions of the stack. If necessary, the
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monitoring cluster can monitor production clusters running the latest release
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of the previous major version.
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// end::generic-upgrade-steps[]
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////
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