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[RFC] data_stream fields (#980)
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Co-authored-by: Mathieu Martin <webmat@gmail.com>
Co-authored-by: Eric Beahan <eric.beahan@elastic.co>
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# 0009: Data stream fields
<!-- Leave this ID at 0000. The ECS team will assign a unique, contiguous RFC number upon merging the initial stage of this RFC. -->

- Stage: **1 (proposal)** <!-- Update to reflect target stage. See https://elastic.github.io/ecs/stages.html -->
- Date: **2020-11-11** <!-- The ECS team sets this date at merge time. This is the date of the latest stage advancement. -->

When introducing the new indexing strategy for Elastic Agent which uses data streams, we found that adding a few [constant_keyword](https://www.elastic.co/guide/en/elasticsearch/reference/master/keyword.html#constant-keyword-field-type) fields corresponding to the central components in the new indexing strategy would be advantageous.


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Stage 0: Provide a high level summary of the premise of these changes. Briefly describe the nature, purpose, and impact of the changes. ~2-5 sentences.
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## Fields

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This RFC proposes to introduce a new fieldset called "data_stream". The fieldset consists of the following fields:
Field | Mapping type | Description
----------|--------------|--------------
data_stream.type | constant_keyword | An overarching type for the data stream. Currently allowed values include "logs", "metrics". We expect to also add "traces" and "synthetics" in the near future
data_stream.dataset | constant_keyword | The field can contain anything that makes sense to signify the source of the data. Examples include `nginx.access`, `prometheus`, `endpoint` etc. For data streams that otherwise fit, but that do not have dataset set we use the value "generic" for the dataset value. `event.dataset` should have the same value as `data_stream.dataset`.
data_stream.namespace | constant_keyword | A user defined namespace. Namespaces are useful to allow grouping of data. Many of our customers already organize their indices this way, and now we are providing this best practice as a default. Many people will use `default` as the value.

In the new indexing strategy, the value of the data stream fields combine to the name of the actual data stream in the following manner `{data_stream.type}-{data_stream.dataset}-{data_stream.namespace}`. This means the fields can only contain characters that are valid as part of names of data streams.

### Restrictions on values

Due to the fact that the values of the `data_stream` fields make up the data stream name, the restrictions on data stream names also apply to values for the `data_stream` fields. As an example, they cannot include \, /, *, ?, ", <, >, |, ` `. Please see the Elasticsearch reference for [restrictions on index/data stream names](https://www.elastic.co/guide/en/elasticsearch/reference/current/indices-create-index.html#indices-create-api-path-params). Here follows the _additional_ restrictions imposed on the data stream fields:

**data_stream.type**

`data_stream.type` is restricted to `logs` or `metrics` for now.

Any future values for `data_stream.type` should also adhere to the following restrictions (these are derived from the Elasticsearch index restrictions):
* Must not contain `-`
* Must not start with `+` or `_`

**data_stream.dataset**

* Must not contain `-`
* No longer than 100 chars

**data_stream.namespace**

* No longer than 100 chars


### On the use of Constant Keyword fields

The new indexing strategy results in users having many more indices than they used to. Elasticsearch is very good at searching for specific documents across indices, but for some common queries we can make it even better by using `constant_keyword` fields. For example, it's often the case that you'd want to find only documents that contain logs from a certain service or logs from a given namespace. For a query such as `data_stream.type: logs AND data_stream.namespace: billing-app` Elasticsearch can quickly determine that only a small subset of the indices are relevant to search through.
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## Usage

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Data stream fields are already in use in Elastic Agent. Leveraging the data stream fields described here allow users to filter by a specific data type (logs, metrics etc.), dataset (nginx.access, prometheus) or namespace. The following are examples of common queries pertaining to specific datatypes, datasets or namespaces:

* `data_stream.type: logs`
* `data_stream.dataset: nginx.access`
* `data_stream.type: logs AND data_stream.namespace: web-frontend`

As previously described, fields mapped as `constant_keyword` allows Elasticsearch to drastically optimize queries involving those fields. See the [Elasticsearch documentation](https://www.elastic.co/guide/en/elasticsearch/reference/current/faster-filtering-with-constant-keyword.html) on `constant_keyword` for more information.


## Source data

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Today, Elastic Agent adds the data_stream fields in all documents ingested. It's also possible to use the fields in data from other data sources. Elasticsearch 7.9+ ships with built-in index template mappings which will ensure that documents indexed into data streams that match `logs-*-*` and `metrics-*-*` will get the fields mapped correctly to `constant_keyword` types.

### Using data_stream fields with regular indices
`data_stream` fields only make sense when indexing into data streams. They should not to be used for regular indices.


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## Scope of impact

* We've described that `generic` is a valid value for `data_stream.dataset` in some cases. Since `event.dataset` should always have the same value, this will also apply to `event.dataset`. We should update the documentation on `event.dataset` to reflect this.
* Since `data_stream.dataset` and `event.dataset` should contain the same value, the restrictions imposed on `data_stream.dataset` might affect the `event.dataset` value. This means users may need to translate their custom dataset values (e.g. `event.dataset: firewall/config`) to an equivalent legal dataset, according to the character restrictions imposed by the use of the value in `data_stream.dataset`, for example `data_stream.dataset: firewall.config`.



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## Concerns

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### Relation to event.* fields
Concerns have been raised about how these fields relate to the event fields. Specifically, `event.type`, `event.kind`, `event.category` etc. Specifically, `data_stream.type` seems closer to `event.kind` than `event.type`. There are other inconsistencies here and we didn't find a way to square this concern at the time. It was decided to move forward with the `data_stream` fields for now and consider them to be unrelated to the event fields. `event.dataset` and `data_stream.dataset`, however, should contain the same value.

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## Real-world implementations

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Stage 4: Identify at least one real-world, production-ready implementation that uses these updated field definitions. An example of this might be a GA feature in an Elastic application in Kibana.
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Elastic Agent already uses the data_stream fields.

Additionally, as previously described, beginning in version 7.9, Elasticsearch ships with built-in index templates for data streams which will automatically ensure that data_stream fields get correctly mapped when the data stream name match `logs-*-*` and `metrics-*-*`.


## People

The following are the people that consulted on the contents of this RFC.

* @roncohen | author, sponsor
* @ruflin | subject matter expert


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## References

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* Elasticsearch documentation on the [constant_keyword mapping type](https://www.elastic.co/guide/en/elasticsearch/reference/master/keyword.html#constant-keyword-field-type)
* https://www.elastic.co/guide/en/elasticsearch/reference/current/faster-filtering-with-constant-keyword.html
* Previous discussion on [dataset fields](https://github.com/elastic/ecs/pull/845)
* Discussion on [field value restrictions](https://github.com/elastic/kibana/issues/75846)
* Restrictions on [index names](https://www.elastic.co/guide/en/elasticsearch/reference/current/indices-create-index.html)


### RFC Pull Requests

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* Stage 1: https://github.com/elastic/ecs/pull/980

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