Create Instance Configurations

Instance configurations match components of the Elastic Stack to allocators and tailor how memory and storage resources get sized relative to each other, and what sizes are available. You create new instance configurations before creating your own deployment templates to specify where components of the Elastic Stack get hosted and what hardware resources they receive.

You might need to edit instance configurations if the default instance configurations don’t provide exactly what you need for your own deployment templates.

Before You Begin

Before you start creating your own instance configurations, you should have tagged your allocators to tell ECE what kind of hardware you have available for Elastic Stack deployments.


To create an instance configuration in the UI:

  1. Log into the Cloud UI.
  2. From the Platform menu, select Templates.
  3. Select the Instance configurations tab and click Create instance configuration.
  4. In the Input section, construct a query that filters on specific allocator tags.


    An outer clause ANDs or ORs your main filtering criteria. You use outer clauses to find the allocators that you tagged earlier. An inner clause modifies an outer clause and let’s you refine your filtering criteria further. If you are unsure how the process works, try searching on some of the allocator tags that you added and see how the query results change.

    1. Click And or Or to add a first outer clause.
    2. Enter a key-value pair in the Key and Value fields that you previously tagged your allocators with.

      For example: If you tagged your allocators with this tag, enter SSD and true or enter whatever tag you are using for a similar purpose.

    3. Check the list of allocators that get matched by your query:

      • If you are satisfied that your query matches all the allocators where the component(s) of the Elastic Stack can be deployed, move on to the next step.
      • If you need to refine your query further, continue to adjust your outer or inner clauses. If you are unsure what to do, we recommend keeping your initial query simple. You can always refine the query later on by re-editing the instance configuration.
  5. Click Next.
  6. Pick the products and features of the Elastic Stack that can get deployed on the allocators you identified in the previous step. For products such as Elasticsearch, you can also select some additional options, such as the specific node types that can be deployed.

    For example: To create an instance configuration that enables machine learning to be deployed, you select Elasticsearch and then Machine Learning.

  7. Click Next.
  8. Adjust how memory and storage resources get sized relative to each other and set the available sizes, including the default size. Size your instance configuration so that it will use the available memory and storage on your allocators efficiently, without leaving hardware resources unused. Keep in mind that very small sizes might not provide adequate performance for some use cases.

    The size of an instance configuration also determines performance, as CPU resources get sized in lockstep. For example: A 32 GB instance configuration receives double the CPU resources of a 16 GB one.

  9. Click Next.
  10. Give your instance configuration a name and include a description that reflects its intended use.
  11. Click Save and create configuration.

After you have saved your new instance configuration, it’s ready to be used when you create new deployment templates.