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Fix up 'phase actions' section (#2076)
Based on feedback from Support, this PR: - Clarifies the definitions of the hot and warm ILM phases, since users do indeed update indices during those phases. - Adds a description for each [phase action](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/2076/manage-data/lifecycle/index-lifecycle-management/index-lifecycle#ilm-phase-actions) so people don't have to jump back and forth to the reference docs. I put this in tables for easier reading. - Adds a [table](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/2076/manage-data/lifecycle/index-lifecycle-management/index-lifecycle#phases-availability) summarizing which actions are available in which phases. Note: I wanted to have one large table showing all actions, their descriptions, and the phases in which they're available, but there are two problems: - Markdown doesn't support column spanning, which makes the table unwieldly. - The order the actions is important and it's not the same for each phase, so we need a separate table for each phase. Closes: #1559 --------- Co-authored-by: Vlada Chirmicci <vlada.chirmicci@elastic.co>
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manage-data/lifecycle/index-lifecycle-management/index-lifecycle.md

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# Index lifecycle [ilm-index-lifecycle]
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[{{ilm-init}}](../index-lifecycle-management.md) defines five index lifecycle *phases*:
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[{{ilm-cap}}](../index-lifecycle-management.md) ({{ilm-init}}) defines five index lifecycle *phases*:
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* **Hot**: The index is actively being updated and queried.
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* **Warm**: The index is no longer being updated but is still being queried.
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* **Cold**: The index is no longer being updated and is queried infrequently. The information still needs to be searchable, but it’s okay if those queries are slower.
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* **Warm**: The index is updated infrequently or not at all, but is still being queried.
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* **Cold**: The index is updated infrequently or not at all, and is also queried infrequently. The information still needs to be searchable, but it’s okay if those queries are slower.
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* **Frozen**: The index is no longer being updated and is queried rarely. The information still needs to be searchable, but it’s okay if those queries are extremely slow.
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* **Delete**: The index is no longer needed and can safely be removed.
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## Phase actions [ilm-phase-actions]
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{{ilm-init}} supports the following actions in each phase. {{ilm-init}} executes the actions in the order listed.
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{{ilm-init}} supports the following actions in each phase. The order in which actions are performed varies for different lifecycle phase. Refer to the [Phases and available actions](#phases-availability) table for a summary of the phases for which each action is available.
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### Hot phase
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The following actions are available in the `hot` lifecycle phase. Actions are performed in the order listed.
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| Action | Description |
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| --- | --- |
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| [Set priority](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-set-priority.md) | Sets the priority level of the index, which determines the order in which indices are recovered following a node restart. |
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| [Unfollow](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-unfollow.md) | Converts a [{{ccr-init}}](https://www.elastic.co/docs/api/doc/elasticsearch/group/endpoint-ccr) follower index into a regular index, enabling the shrink, rollover, and searchable snapshot actions to be performed safely on follower indices. |
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| [Rollover](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-rollover.md) | Rolls over a target to a new index when the existing index satisfies the specified rollover conditions. |
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| [Read-only](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-readonly.md) | Makes the index data read-only, disabling data write operations against it. |
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| [Downsample](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-downsample.md) | Aggregates a time series (TSDS) index and stores pre-computed statistical summaries (min, max, sum, value_count and avg) for each metric field grouped by a configured time interval. |
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| [Shrink](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-shrink.md) | Blocks write operations on a source index and shrinks it into a new index with fewer primary shards. |
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| [Force merge](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-forcemerge.md) | Reduces the number of segments in each shard by merging some of them together. |
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| [Searchable snapshot](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-searchable-snapshot.md) | Takes a snapshot of the managed index in the configured repository and mounts it as a [searchable snapshot](/deploy-manage/tools/snapshot-and-restore/searchable-snapshots.md). |
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### Warm phase
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The following actions are available in the `warm` lifecycle phase. Actions are performed in the order listed.
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| Action | Description |
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| --- | --- |
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| [Set priority](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-set-priority.md) | Sets the priority level of the index, which determines the order in which indices are recovered following a node restart. |
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| [Unfollow](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-unfollow.md) | Converts a [{{ccr-init}}](https://www.elastic.co/docs/api/doc/elasticsearch/group/endpoint-ccr) follower index into a regular index, enabling the shrink, rollover, and searchable snapshot actions to be performed safely on follower indices. |
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| [Read-only](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-readonly.md) | Makes the index data read-only, disabling data write operations against it. |
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| [Downsample](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-downsample.md) | Aggregates a time series (TSDS) index and stores pre-computed statistical summaries (`min`, `max`, `sum`, `value_count`, and `avg`) for each metric field grouped by a configured time interval. |
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| [Allocate](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-allocate.md) | Updates the index settings to change which nodes are allowed to host the index shards and change the number of replicas. |
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| [Migrate](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-migrate.md) | Moves the index to the [data tier](/manage-data/lifecycle/data-tiers.md) that corresponds to the current phase by updating the `index.routing.allocation.include._tier_preference` index setting. |
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| [Shrink](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-shrink.md) | Blocks writes on a source index and shrinks it into a new index with fewer primary shards. |
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| [Force merge](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-forcemerge.md) | Reduces the number of segments in each shard by merging some of them together. |
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### Cold phase
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The following actions are available in the `cold` lifecycle phase. Actions are performed in the order listed.
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| Action | Description |
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| --- | --- |
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| [Set priority](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-set-priority.md) | Sets the priority level of the index, which determines the order in which indices are recovered following a node restart. |
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| [Unfollow](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-unfollow.md) | Converts a [{{ccr-init}}](https://www.elastic.co/docs/api/doc/elasticsearch/group/endpoint-ccr) follower index into a regular index, enabling the shrink, rollover, and searchable snapshot actions to be performed safely on follower indices. |
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| [Read-only](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-readonly.md) | Makes the index data read-only, disabling data write operations against it. |
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| [Downsample](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-downsample.md) | Aggregates a time series (TSDS) index and stores pre-computed statistical summaries (min, max, sum, value_count and avg) for each metric field grouped by a configured time interval. |
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| [Searchable snapshot](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-searchable-snapshot.md) | Takes a snapshot of the managed index in the configured repository and mounts it as a [searchable snapshot](/deploy-manage/tools/snapshot-and-restore/searchable-snapshots.md). |
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| [Allocate](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-allocate.md) | Updates the index settings to change which nodes are allowed to host the index shards and change the number of replicas. |
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| [Migrate](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-migrate.md) | Moves the index to the [data tier](/manage-data/lifecycle/data-tiers.md) that corresponds to the current phase by updating the `index.routing.allocation.include._tier_preference` index setting. |
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### Frozen phase
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* Hot
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The following actions are available in the `frozen` lifecycle phase. Actions are performed in the order listed.
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* [Set Priority](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-set-priority.md)
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* [Unfollow](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-unfollow.md)
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* [Rollover](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-rollover.md)
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* [Read-Only](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-readonly.md)
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* [Downsample](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-downsample.md)
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* [Shrink](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-shrink.md)
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* [Force Merge](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-forcemerge.md)
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* [Searchable Snapshot](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-searchable-snapshot.md)
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| Action | Description |
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| --- | --- |
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| [Unfollow](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-unfollow.md) | Converts a [{{ccr-init}}](https://www.elastic.co/docs/api/doc/elasticsearch/group/endpoint-ccr) follower index into a regular index, enabling the shrink, rollover, and searchable snapshot actions to be performed safely on follower indices. |
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| [Searchable snapshot](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-searchable-snapshot.md) | Takes a snapshot of the managed index in the configured repository and mounts it as a [searchable snapshot](/deploy-manage/tools/snapshot-and-restore/searchable-snapshots.md). |
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* Warm
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### Delete phase
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* [Set Priority](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-set-priority.md)
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* [Unfollow](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-unfollow.md)
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* [Read-Only](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-readonly.md)
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* [Downsample](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-downsample.md)
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* [Allocate](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-allocate.md)
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* [Migrate](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-migrate.md)
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* [Shrink](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-shrink.md)
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* [Force Merge](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-forcemerge.md)
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The following actions are available in the `delete` lifecycle phase. Actions are performed in the order listed.
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* Cold
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| Action | Description |
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| --- | --- |
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| [Wait for snapshot](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-wait-for-snapshot.md) | Waits for the specified snapshot lifecycle management (SLM) policy to be executed before removing the index, ensuring that a snapshot of the deleted index is available. |
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| [Delete](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-delete.md) | Permanently removes the index. |
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* [Set Priority](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-set-priority.md)
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* [Unfollow](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-unfollow.md)
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* [Read-Only](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-readonly.md)
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* [Downsample](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-downsample.md)
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* [Searchable Snapshot](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-searchable-snapshot.md)
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* [Allocate](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-allocate.md)
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* [Migrate](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-migrate.md)
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### Phases and available actions [phases-availability]
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* Frozen
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The following table summarizes the actions available in each phase.
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* [Unfollow](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-unfollow.md)
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* [Searchable Snapshot](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-searchable-snapshot.md)
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| Action | `Hot` | `Warm` | `Cold` | `Frozen` | `Delete` |
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| --- | --- | --- | --- | --- | --- |
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| [Allocate](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-allocate.md) ||||||
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| [Delete](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-delete.md) ||||||
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| [Downsample](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-downsample.md) ||||||
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| [Force merge](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-forcemerge.md) ||||||
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| [Migrate](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-migrate.md) ||||||
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| [Read-only](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-readonly.md) ||||||
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| [Rollover](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-rollover.md) ||||||
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| [Searchable snapshot](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-searchable-snapshot.md) ||||||
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| [Set priority](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-set-priority.md) ||||||
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| [Shrink](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-shrink.md) ||||||
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| [Unfollow](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-unfollow.md) ||||||
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| [Wait for snapshot](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-wait-for-snapshot.md) ||||||
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* Delete
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* [Wait For Snapshot](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-wait-for-snapshot.md)
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* [Delete](elasticsearch://reference/elasticsearch/index-lifecycle-actions/ilm-delete.md)

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