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Elastic Stack Installation Overview
Relativity uses components of the Elastic Stack to support Data Grid Audit and Environment Watch functionality. Depending on whether the Elastic Stack is being installed for the first time or an existing deployment is being upgraded, the required steps may differ.
This page provides a high-level overview of the Elastic Stack installation process and helps identify the correct installation path for the environment.
A Relativity Elastic Stack deployment includes Elasticsearch, Kibana, and APM Server (when applicable). The required Elastic Stack components (such as Kibana or APM Server) depend on environment configuration and system requirements. For details, see the Elastic Stack System Requirements.
| Relativity version | Elastic version |
|---|---|
| Server 2023 | 2.3.3 and 6.x and 7.x |
| Server 2024 | v7.17 and above (within the v7 series) - Data Grid Audit only Server 2024 is compatible with Elasticsearch 8.x and 9.x. The following versions are officially certified for both Data Grid Audit and Environment Watch: v8.17.3, v9.1.3 Note: Elasticsearch v7 reached end of vendor support on January 15, 2026. When planning an upgrade, Relativity recommends using the latest supported Elasticsearch version |
Installing Elastic Stack
This scenario applies when deploying Elastic Stack for the first time in a Relativity environment. The installation process includes the following high-level steps:
- Install Elasticsearch, Kibana (if applicable), and APM Server (if applicable) as described in the Elastic Stack installation topics
- Set up Data Grid Audit or Environment Watch using the Relativity CLI.
Upgrading Elastic Stack
This scenario applies when upgrading or migrating an existing Elastic Stack deployment to a supported version. The upgrade process includes the following high-level steps:
- Upgrade or migrate Elasticsearch to a supported version
- Set up Data Grid Audit or Environment Watch using the Relativity CLI.
- Complete the one-time migration from a Platinum license to a Basic license, if applicable.
System Requirements and Pre-installation Planning
Before installing or upgrading Elastic Stack components, review the Elastic Stack System Requirements to verify that the environment meets all prerequisites.
Troubleshooting
Refer to the Troubleshooting Guide if you encounter any issues.
