Surface ILM policy validation errors in highstate

Fail 4xx ILM PUTs immediately (retry 429/5xx/connect), print the
Elasticsearch reason in the salt summary, and retry the load on the
next highstate via /opt/so/state/esilm.txt when the last run failed.

Fixes https://github.com/Security-Onion-Solutions/sos/issues/277

.github/DISCUSSION_TEMPLATE/3-0.yml

@@ -14,6 +14,7 @@ body:
         - 3.2.0
         - 3.3.0
         - 3.4.0
+        - 3.5.0
         - Other (please provide detail below)
     validations:
       required: true

DOWNLOAD_AND_VERIFY_ISO.md

@@ -1,17 +1,17 @@
-### 3.3.0-20260911 ISO image released on 2026/09/11
+### 3.4.0-20261102 ISO image released on 2026/11/02
 
 
 ### Download and Verify
 
-3.3.0-20260911 ISO image:  
-https://download.securityonion.net/file/securityonion/securityonion-3.3.0-20260911.iso
+3.4.0-20261102 ISO image:  
+https://download.securityonion.net/file/securityonion/securityonion-3.4.0-20261102.iso
  
-MD5: 12B18433D3A2198A185892FF79CF638F  
-SHA1: 2B3C2E1FA7A78ED1F956E7EDCC12E32593C14EEE  
-SHA256: 0938C73B76CE30EC9E4394D312C79EA7CAC721B6818541697279A6221F7D870D  
+MD5: FB0380AE996E175D6CC7E7A35D8CC178  
+SHA1: D8960F1DA352710BCA209773BF0B3AE8791D0D1B  
+SHA256: DFC4C87668836852A328EC7A0B755C8C1511FF0E43D423DEE23047A95F676D99  
 
 Signature for ISO image:  
-https://github.com/Security-Onion-Solutions/securityonion/raw/3/main/sigs/securityonion-3.3.0-20260911.iso.sig
+https://github.com/Security-Onion-Solutions/securityonion/raw/3/main/sigs/securityonion-3.4.0-20261102.iso.sig
 
 Signing key:  
 https://raw.githubusercontent.com/Security-Onion-Solutions/securityonion/3/main/KEYS  
@@ -25,22 +25,22 @@ wget https://raw.githubusercontent.com/Security-Onion-Solutions/securityonion/3/
 
 Download the signature file for the ISO:  
 ```
-wget https://github.com/Security-Onion-Solutions/securityonion/raw/3/main/sigs/securityonion-3.3.0-20260911.iso.sig
+wget https://github.com/Security-Onion-Solutions/securityonion/raw/3/main/sigs/securityonion-3.4.0-20261102.iso.sig
 ```
 
 Download the ISO image:  
 ```
-wget https://download.securityonion.net/file/securityonion/securityonion-3.3.0-20260911.iso
+wget https://download.securityonion.net/file/securityonion/securityonion-3.4.0-20261102.iso
 ```
 
 Verify the downloaded ISO image using the signature file:  
 ```
-gpg --verify securityonion-3.3.0-20260911.iso.sig securityonion-3.3.0-20260911.iso
+gpg --verify securityonion-3.4.0-20261102.iso.sig securityonion-3.4.0-20261102.iso
 ```
 
 The output should show "Good signature" and the Primary key fingerprint should match what's shown below:
 ```
-gpg: Signature made Fri 11 Sep 2026 11:23:56 AM EDT using RSA key ID FE507013
+gpg: Signature made Sat 31 Oct 2026 09:27:50 AM EDT using RSA key ID FE507013
 gpg: Good signature from "Security Onion Solutions, LLC <info@securityonionsolutions.com>"
 gpg: WARNING: This key is not certified with a trusted signature!
 gpg:          There is no indication that the signature belongs to the owner.

VERSION

@@ -1 +1 @@
-3.4.0
+3.5.0

salt/elasticsearch/cluster.sls

@@ -107,6 +107,12 @@ so-elasticsearch-system-indices-patch:
       - file: so-elasticsearch-system-indices-patch-script
 {%  endif %}
 
+so-elasticsearch-ilm-policy-reload:
+  file.absent:
+    - name: /opt/so/state/esilm.txt
+    - onchanges:
+      - file: so-elasticsearch-ilm-policy-load-script
+
 # heavynodes will only load ILM policies for SO managed indices. (Indicies defined in elasticsearch/defaults.yaml)
 so-elasticsearch-ilm-policy-load:
   cmd.run:
@@ -115,8 +121,9 @@ so-elasticsearch-ilm-policy-load:
     - require:
       - docker_container: so-elasticsearch
       - file: so-elasticsearch-ilm-policy-load-script
-    - onchanges:
-      - file: so-elasticsearch-ilm-policy-load-script
+      - http: wait_for_so-elasticsearch
+      - file: so-elasticsearch-ilm-policy-reload
+    - unless: test -f /opt/so/state/esilm.txt
 
 so-elasticsearch-templates-reload:
   file.absent:

salt/elasticsearch/tools/sbin_jinja/so-elasticsearch-ilm-policy-load

@@ -7,11 +7,17 @@
 . /usr/sbin/so-common
 
 MAX_JOBS=${MAX_ILM_JOBS:-10}
+ILM_STATEFILE=/opt/so/state/esilm.txt
+rm -f "$ILM_STATEFILE"
 
+check_elasticsearch_responsive
+
+ILM_TMP_DIR=$(mktemp -d)
+trap 'rm -rf "$ILM_TMP_DIR"' EXIT
 # Lock used to serialize block writes so concurrent jobs never interleave their output.
-ILM_OUTPUT_LOCK=$(mktemp)
-ILM_FAIL_FILE=$(mktemp)
-trap 'rm -f "$ILM_OUTPUT_LOCK" "$ILM_FAIL_FILE"' EXIT
+ILM_OUTPUT_LOCK="$ILM_TMP_DIR/output.lock"
+ILM_FAIL_FILE="$ILM_TMP_DIR/failed"
+touch "$ILM_FAIL_FILE"
 
 # Policies are loaded concurrently (up to MAX_JOBS at a time) for speed. Each policy's block is
 # printed the moment its curl returns, so output appears in COMPLETION ORDER, not the order
@@ -20,13 +26,30 @@ echo "Loading ILM policies concurrently; output below appears in completion orde
 echo
 
 put_policy() {
-  local desc="$1" policyname="$2" data="$3" result rc=0
-  if ! result=$(curl -K /opt/so/conf/elasticsearch/curl.config -s -k -L --fail \
-    -X PUT "https://localhost:9200/_ilm/policy/${policyname}" \
-    -H 'Content-Type: application/json' -d"${data}" 2>&1); then
-    rc=1
-  elif ! jq -e '.acknowledged == true' <<<"$result" >/dev/null 2>&1; then
-    rc=1
+  local desc="$1" policyname="$2" data="$3" rc=1 attempt out http_code body result reason tmpdata
+  tmpdata=$(mktemp "$ILM_TMP_DIR/${policyname}.XXXXXX.json")
+  printf '%s' "$data" >"$tmpdata"
+
+  for attempt in 1 2 3; do
+    out=$(so-elasticsearch-query "_ilm/policy/${policyname}" -d@"${tmpdata}" -XPUT -w '\n%{http_code}' 2>/dev/null)
+    http_code=${out##*$'\n'} body=${out%$'\n'*}
+
+    if [[ "$http_code" == 200 ]] && jq -e '.acknowledged == true' <<<"$body" >/dev/null 2>&1; then
+      rc=0
+      break
+    fi
+    # 429 = ES rejected/throttled (may succeed later); other 4xx will not
+    [[ "$http_code" == 4?? && "$http_code" != 429 ]] && break
+    (( attempt < 3 )) && sleep 3
+  done
+
+  if (( rc == 0 )); then
+    result='{"acknowledged":true}'
+  else
+    result=${body:-"HTTP ${http_code:-000}"}
+    # flatten tabs/newlines so the TAB fail-file stays one record
+    reason=$(jq -r '(if (.error|type) == "object" then (.error.reason // .error.type) elif (.error|type) == "string" then .error else empty end) // empty | tostring | gsub("[\t\r\n]+"; " ")' <<<"$body" 2>/dev/null)
+    reason="HTTP ${http_code:-000}${reason:+: ${reason}}"
   fi
 
   # curl above ran in parallel; serialize just this block write so concurrent jobs never interleave.
@@ -34,7 +57,7 @@ put_policy() {
     flock 200
     printf 'Setting up %s policy...\n%s\n\n' "${desc}" "${result}"
     if (( rc != 0 )); then
-      printf '%s\n' "${policyname}" >>"$ILM_FAIL_FILE"
+      printf '%s\t%s\n' "${policyname}" "${reason}" >>"$ILM_FAIL_FILE"
     fi
   } 200>>"${ILM_OUTPUT_LOCK}"
 
@@ -82,10 +105,15 @@ wait || true
 
 if [[ -s "$ILM_FAIL_FILE" ]]; then
   echo "ERROR: Failed to load ILM policy(s):"
-  while read -r POLICY; do
-    echo " - $POLICY"
+  while IFS=$'\t' read -r POLICY REASON; do
+    if [[ -n "$REASON" ]]; then
+      echo " - ${POLICY}: ${REASON}"
+    else
+      echo " - ${POLICY}"
+    fi
   done < "$ILM_FAIL_FILE"
   exit 1
 else
   echo "Successfully loaded all ILM policies."
+  touch "$ILM_STATEFILE"
 fi