This section explains advanced configurations to use Argilla with Elasticsearch instances or clusters.

Configure roles and users#

If you have an Elasticsearch instance and want to share resources with other applications, you can easily configure it for Argilla.

All you need to take into account is:

  • Argilla will create its ES indices with the following pattern .argilla*. Itโ€™s recommended to create a new role (e.g., argilla) and provide it with all privileges for this index pattern.

  • Argilla creates an index template for these indices, so you may provide related template privileges to this ES role.

Argilla uses the ELASTICSEARCH environment variable to set the ES connection.

You can provide the credentials using the following scheme:


Below you can see a screenshot for setting up a new argilla Role and its permissions:

Argilla Role and permissions in ES

Change index analyzers#

By default, for indexing text fields, Argilla uses the standard analyzer for general search and the whitespace analyzer for more exact queries (required by certain rules in the weak supervision module). If those analyzers donโ€™t fit your use case, you can change them using the following environment variables: ARGILLA_DEFAULT_ES_SEARCH_ANALYZER and ARGILLA_EXACT_ES_SEARCH_ANALYZER.

Note that provided analyzers names should be defined as built-in ones. If you want to use a customized analyzer, you should create it inside an index_template matching Argilla index names (`.argilla*.records-v0), and then provide the analyzer name using the specific environment variable.

Reindex data#

Sometimes updates require reindexing our dataset metrics and Elasticsearch, therefore we devised some short documentation to show you how to do this from our Python client.

Backups using snapshots#

Within Elastic, it is possible to create snapshots of a running cluster. We highly recommend doing this to ensure experiment reproducibility and to not risk losing your valuable annotated data. Elastic offers an overview of how to do this within their docs. Underneath we will walk you through a minimal reproducible example.

Mount back-up volume#

When deploying Elastic, we need to define a path.repo via setting this as an environment variable in your docker-compose.yml or by setting this in your elasticsearch.yml, and passing this as config. Additionally, we need to pass the same path.repo to a mounted volume. By default, we set this elasticdata:/usr/share/elasticsearch/backups because the elasticsearch user needs to have full permisions to act on the repo. Hence, setting the volume to something different might require some additional permission configurations. Note that the minimum_master_nodes need to be explicitly set when bound on a public IP.


    image: docker.elastic.co/elasticsearch/elasticsearch:8.5.0
    container_name: elasticsearch
      - node.name=elasticsearch
      - cluster.name=es-local
      - discovery.type=single-node
      - "ES_JAVA_OPTS=-Xms512m -Xmx512m"
      - cluster.routing.allocation.disk.threshold_enabled=false
      - path.repo=/usr/share/elasticsearch/backups # reference volume mount for backups
        soft: -1
        hard: -1
      - argilla
      - elasticdata:/usr/share/elasticsearch/data
      - elasticdata:/usr/share/elasticsearch/backups # add volume  for backups


node.name: elasticsearch
cluster.name: "es-local"
discovery.type: single-node
ES_JAVA_OPTS: "-Xms512m -Xmx512m"
cluster.routing.allocation.disk.threshold_enabled: false
path.repo: "/usr/share/elasticsearch/backups"

Create snapshot repo#

Within our designated path.repo, we can now create a snapshot repository, which will be used to store and recover backups of your Elasticsearch indices and clusters. It is advised to to this for every major release and to be assign readonly access when connectring the same clusters to that specific repo. We can create these snapshot within the Kibana UI, or by cURL.

Kibana UI#

Go to your Kibana host:p/app/management/data/snapshot_restore/repositories, on localhost go here. Press Register a repository and set the repo name to whatever you like, in our example we will use argilla-kibana. Additionally, we will choose the default option of using a shared file system.

add repo

Next, we need to fill out the path.repo and set it to /usr/share/elasticsearch/backups. Additionally we can pass some configuration to reduce the load on the cluster caused by backups by defining chunking and byte processing sizes, but for this toy example we will leave them empty.


If you Elastic IP is public, it is possible to directly use a cURL to create a repo. If not, we first need to SSH into the cluster before calling the cURL command. Here we set location to the path.repo and we set the repo name to argilla-curl.

curl -X PUT "localhost:9200/_snapshot/argilla-curl?pretty" -H 'Content-Type: application/json' -d'
  "type": "fs",
  "settings": {
    "location": "/usr/share/elasticsearch/backups"

Next, we can verify the creation of the back-up.

curl -X GET "localhost:9200/_snapshot/argilla-curl?pretty"

add repo success

Create snapshot policy#

Now we have defined wehere snapshot are going to be stored, we can continue with defining snapshot policies, which define the automated creation and deletion of snapshots. Once again, this can be done using the Kibana UI, or by cURL. Note that, the policy can also be set to argilla indices by setting indices to "ar.dataset*".

Kibana UI#

Go to your Kibana host:ip/app/management/data/snapshot_restore/add_policy, on localhost go here. Press Create a policy and set the repo name to whatever you like, in our example we will use argilla-kibana-policy and execute it on the argilla-kibana repo. Also, there are some config options about retention, snapshot naming and scheduling, that we will not discuss in-depth, but underneath you can find a minimal example.

add policy


If you Elastic IP is public, it is possible to directly use a cURL to create a repo. If not, we first need to SSH into the cluster before calling the cURL command. In our example we will define an argilla-curl-policy and execute it on the argilla-curl repo.

curl -X PUT "localhost:9200/_slm/policy/argilla-curl-policy?pretty" -H 'Content-Type: application/json' -d'
  "schedule": "0 30 1 * * ?",
  "name": "<daily-snap-{now/d}>",
  "repository": "argilla-curl",
  "config": {
    "indices": ["data-*", "important"],
    "ignore_unavailable": false,
    "include_global_state": false
  "retention": {
    "expire_after": "30d"

add policy success