Speed up so-elastic-fleet-integration-upgrade

Fetch each agent policy once and extract integration name/package/version/id
locally via a single jq pass instead of re-fetching the identical policy JSON
1+3N times. Memoize epm/packages latest-version lookups so each package is
queried once instead of per (policy, integration). Dispatch the per-integration
dry-run+upgrade as throttled background jobs (MAX_FLEET_JOBS) with
flock-serialized output and a FAIL_FILE marker, mirroring
elastic_fleet_load_integrations_dir.

Behavior preserved: same elastic-defend-endpoints/fleet_server skips, same
AUTO_UPGRADE_INTEGRATIONS default-package gating (moved into jq, using $defaults
to avoid the jq $def keyword collision), and exit 1 on any failure so salt
retries.

salt/elasticfleet/tools/sbin/so-elastic-fleet-common

@@ -30,6 +30,70 @@ fleet_api() {
     curl -sK /opt/so/conf/elasticsearch/curl.config -L "localhost:5601/api/fleet/${QUERYPATH}" "$@" --retry 3 --retry-delay 10 --fail 2>/dev/null
 }
 
+# Max number of concurrent Fleet write jobs (create/update). Override via env if needed.
+MAX_FLEET_JOBS=${MAX_FLEET_JOBS:-10}
+
+# Block until fewer than MAX_FLEET_JOBS background jobs are running.
+elastic_fleet_throttle() {
+    while (( $(jobs -rp | wc -l) >= MAX_FLEET_JOBS )); do
+        wait -n
+    done
+}
+
+# Load every integration JSON in a directory into a single agent policy.
+# The agent policy is fetched ONCE (not per file), and the create/update writes
+# are dispatched as throttled background jobs.
+#   $1 AGENT_POLICY     - the agent policy id/name to load integrations into
+#   $2 DIR              - directory of integration *.json files
+#   $3 LABEL           - human-readable label for log output
+#   $4 SKIP_CREATE_NAME - (optional) integration name to skip when creating (still updated if present)
+# Returns 1 if any integration failed to create/update.
+elastic_fleet_load_integrations_dir() {
+    local AGENT_POLICY=$1
+    local DIR=$2
+    local LABEL=$3
+    local SKIP_CREATE_NAME=$4
+    local POLICY_JSON FAIL_FILE INTEGRATION NAME ID
+
+    FAIL_FILE=$(mktemp)
+
+    # Fetch the agent policy a single time; we look up integration ids locally below.
+    POLICY_JSON=$(fleet_api "agent_policies/$AGENT_POLICY")
+
+    for INTEGRATION in "$DIR"/*.json; do
+        [ -e "$INTEGRATION" ] || continue
+        NAME=$(jq -r .name "$INTEGRATION")
+        ID=$(jq -r --arg n "$NAME" '.item.package_policies[]? | select(.name==$n) | .id' <<<"$POLICY_JSON")
+
+        elastic_fleet_throttle
+        {
+            if [ -n "$ID" ]; then
+                printf "\n\n%s - Updating integration %s\n" "$LABEL" "$NAME"
+                if ! elastic_fleet_integration_update "$ID" "@$INTEGRATION"; then
+                    flock 9; echo "update ${INTEGRATION##*/}" >&9
+                fi
+            elif [ -n "$SKIP_CREATE_NAME" ] && [ "$NAME" == "$SKIP_CREATE_NAME" ]; then
+                printf "\n\n%s - Skipping creation of %s\n" "$LABEL" "$NAME"
+            else
+                printf "\n\n%s - Creating integration %s\n" "$LABEL" "$NAME"
+                if ! elastic_fleet_integration_create "@$INTEGRATION"; then
+                    flock 9; echo "create ${INTEGRATION##*/}" >&9
+                fi
+            fi
+        } 9>>"$FAIL_FILE" &
+    done
+    wait
+
+    local rc=0
+    if [ -s "$FAIL_FILE" ]; then
+        printf "\n%s: failed integrations:\n" "$LABEL"
+        cat "$FAIL_FILE"
+        rc=1
+    fi
+    rm -f "$FAIL_FILE"
+    return $rc
+}
+
 elastic_fleet_integration_check() {
 
     AGENT_POLICY=$1

salt/elasticfleet/tools/sbin/so-elastic-fleet-integration-policy-load

@@ -18,93 +18,26 @@ if [ ! -f /opt/so/state/eaintegrations.txt ]; then
   # Third, configure Elastic Defend Integration seperately
   /usr/sbin/so-elastic-fleet-integration-policy-elastic-defend
 
+  # Each group fetches its agent policy once and dispatches create/update writes concurrently.
+
   # Initial Endpoints
-  for INTEGRATION in /opt/so/conf/elastic-fleet/integrations/endpoints-initial/*.json; do
-    printf "\n\nInitial Endpoints Policy - Loading $INTEGRATION\n"
-    elastic_fleet_integration_check "endpoints-initial" "$INTEGRATION"
-    if [ -n "$INTEGRATION_ID" ]; then
-      printf "\n\nIntegration $NAME exists - Updating integration\n"
-      if ! elastic_fleet_integration_update "$INTEGRATION_ID" "@$INTEGRATION"; then
-        echo -e "\nFailed to update integration for ${INTEGRATION##*/}"
-        RETURN_CODE=1
-        continue
-      fi
-    else
-      printf "\n\nIntegration does not exist - Creating integration\n"
-      if ! elastic_fleet_integration_create "@$INTEGRATION"; then
-        echo -e "\nFailed to create integration for ${INTEGRATION##*/}"
-        RETURN_CODE=1
-        continue
-      fi
-    fi
-  done
+  elastic_fleet_load_integrations_dir "endpoints-initial" \
+    /opt/so/conf/elastic-fleet/integrations/endpoints-initial "Initial Endpoints Policy" || RETURN_CODE=1
 
   # Grid Nodes - General
-  for INTEGRATION in /opt/so/conf/elastic-fleet/integrations/grid-nodes_general/*.json; do
-    printf "\n\nGrid Nodes Policy_General - Loading $INTEGRATION\n"
-    elastic_fleet_integration_check "so-grid-nodes_general" "$INTEGRATION"
-    if [ -n "$INTEGRATION_ID" ]; then
-      printf "\n\nIntegration $NAME exists - Updating integration\n"
-      if ! elastic_fleet_integration_update "$INTEGRATION_ID" "@$INTEGRATION"; then
-        echo -e "\nFailed to update integration for ${INTEGRATION##*/}"
-        RETURN_CODE=1
-        continue
-      fi
-    else
-      printf "\n\nIntegration does not exist - Creating integration\n"
-      if ! elastic_fleet_integration_create "@$INTEGRATION"; then
-        echo -e "\nFailed to create integration for ${INTEGRATION##*/}"
-        RETURN_CODE=1
-        continue
-      fi
-    fi
-  done
+  elastic_fleet_load_integrations_dir "so-grid-nodes_general" \
+    /opt/so/conf/elastic-fleet/integrations/grid-nodes_general "Grid Nodes Policy_General" || RETURN_CODE=1
 
   # Grid Nodes - Heavy
-  for INTEGRATION in /opt/so/conf/elastic-fleet/integrations/grid-nodes_heavy/*.json; do
-    printf "\n\nGrid Nodes Policy_Heavy - Loading $INTEGRATION\n"
-    elastic_fleet_integration_check "so-grid-nodes_heavy" "$INTEGRATION"
-    if [ -n "$INTEGRATION_ID" ]; then
-      printf "\n\nIntegration $NAME exists - Updating integration\n"
-      if ! elastic_fleet_integration_update "$INTEGRATION_ID" "@$INTEGRATION"; then
-        echo -e "\nFailed to update integration for ${INTEGRATION##*/}"
-        RETURN_CODE=1
-        continue
-      fi
-    else
-      printf "\n\nIntegration does not exist - Creating integration\n"
-      if ! elastic_fleet_integration_create "@$INTEGRATION"; then
-        echo -e "\nFailed to create integration for ${INTEGRATION##*/}"
-        RETURN_CODE=1
-        continue
-      fi
-    fi
-  done
+  elastic_fleet_load_integrations_dir "so-grid-nodes_heavy" \
+    /opt/so/conf/elastic-fleet/integrations/grid-nodes_heavy "Grid Nodes Policy_Heavy" || RETURN_CODE=1
 
-  # Fleet Server - Optional integrations
-  for INTEGRATION in /opt/so/conf/elastic-fleet/integrations-optional/FleetServer*/*.json; do
-    if ! [ "$INTEGRATION" == "/opt/so/conf/elastic-fleet/integrations-optional/FleetServer*/*.json" ]; then
-      FLEET_POLICY=`echo "$INTEGRATION"| cut -d'/' -f7`
-      printf "\n\nFleet Server Policy - Loading $INTEGRATION\n"
-      elastic_fleet_integration_check "$FLEET_POLICY" "$INTEGRATION"
-      if [ -n "$INTEGRATION_ID" ]; then
-        printf "\n\nIntegration $NAME exists - Updating integration\n"
-        if ! elastic_fleet_integration_update "$INTEGRATION_ID" "@$INTEGRATION"; then
-          echo -e "\nFailed to update integration for ${INTEGRATION##*/}"
-          RETURN_CODE=1
-          continue
-        fi
-      else
-        printf "\n\nIntegration does not exist - Creating integration\n"
-        if [ "$NAME" != "elasticsearch-logs" ]; then
-          if ! elastic_fleet_integration_create "@$INTEGRATION"; then
-            echo -e "\nFailed to create integration for ${INTEGRATION##*/}"
-            RETURN_CODE=1
-            continue
-          fi
-        fi
-      fi
-    fi
+  # Fleet Server - Optional integrations (one agent policy per FleetServer_* directory)
+  for FLEET_DIR in /opt/so/conf/elastic-fleet/integrations-optional/FleetServer*/; do
+    [ -d "$FLEET_DIR" ] || continue
+    FLEET_POLICY=$(basename "$FLEET_DIR")
+    elastic_fleet_load_integrations_dir "$FLEET_POLICY" \
+      "${FLEET_DIR%/}" "Fleet Server Policy" "elasticsearch-logs" || RETURN_CODE=1
   done
 
   # Only create the state file if all policies were created/updated successfully

salt/elasticfleet/tools/sbin_jinja/so-elastic-fleet-integration-upgrade

@@ -23,73 +23,90 @@ if [ $? -ne 0 ]; then
 fi
 
 default_packages=({% for pkg in SUPPORTED_PACKAGES %}"{{ pkg }}"{% if not loop.last %} {% endif %}{% endfor %})
+# JSON array of the default packages, used by the jq filter below.
+default_packages_json=$(printf '%s\n' "${default_packages[@]}" | jq -R . | jq -s '.')
+
+# Output lock (serializes concurrent job output) and failure file (one marker line per
+# failed integration). Mirrors the pattern used by elastic_fleet_load_integrations_dir.
+OUTPUT_LOCK=$(mktemp)
+FAIL_FILE=$(mktemp)
+trap 'rm -f "$OUTPUT_LOCK" "$FAIL_FILE"' EXIT
+
+# Cache of package name -> latest available version, so the same package is only looked up
+# once instead of once per (policy, integration).
+declare -A LATEST_VERSION_CACHE
 
-ERROR=false
 for AGENT_POLICY in $agent_policies; do
-    if ! integrations=$(elastic_fleet_integration_policy_names "$AGENT_POLICY"); then
+    # Fetch the agent policy a single time; package name/version and integration id are all
+    # extracted locally below instead of re-fetching the same policy per integration.
+    if ! POLICY_JSON=$(fleet_api "agent_policies/$AGENT_POLICY"); then
         # this script upgrades default integration packages, exit 1 and let salt handle retrying
         exit 1
     fi
-    for INTEGRATION in $integrations; do
-        if ! [[ "$INTEGRATION" == "elastic-defend-endpoints" ]] && ! [[ "$INTEGRATION" == "fleet_server-"* ]]; then
-            # Get package name so we know what package to look for when checking the current and latest available version
-            if ! PACKAGE_NAME=$(elastic_fleet_integration_policy_package_name "$AGENT_POLICY" "$INTEGRATION"); then
+
+    # One jq pass emits name/package.name/package.version/id for every eligible integration.
+    # The endpoint/fleet_server skips and the default-package gate are applied here in jq.
+    # $defaults (not $def, a jq reserved keyword) holds the default package list.
+    while IFS=$'\t' read -r INTEGRATION PACKAGE_NAME PACKAGE_VERSION INTEGRATION_ID; do
+        [ -n "$INTEGRATION" ] || continue
+
+        # Look up the latest available version once per package, then memoize it.
+        if [[ -z "${LATEST_VERSION_CACHE[$PACKAGE_NAME]+set}" ]]; then
+            if ! AVAILABLE_VERSION=$(elastic_fleet_package_latest_version_check "$PACKAGE_NAME"); then
+                echo "Error: Failed getting latest version for $PACKAGE_NAME"
                 exit 1
             fi
-            {%- if not AUTO_UPGRADE_INTEGRATIONS %}
-            if [[ " ${default_packages[@]} " =~ " $PACKAGE_NAME " ]]; then
-            {%- endif %}
-                # Get currently installed version of package
-                attempt=0
-                max_attempts=3
-                while [ $attempt -lt $max_attempts ]; do
-                    if PACKAGE_VERSION=$(elastic_fleet_integration_policy_package_version "$AGENT_POLICY" "$INTEGRATION") && AVAILABLE_VERSION=$(elastic_fleet_package_latest_version_check "$PACKAGE_NAME"); then
-                        break
-                    fi
-                    attempt=$((attempt + 1))
-                done
-                if [ $attempt -eq $max_attempts ]; then
-                    echo "Error: Failed getting $PACKAGE_VERSION or $AVAILABLE_VERSION"
-                    exit 1
-                fi
-
-                # Get integration ID
-                if ! INTEGRATION_ID=$(elastic_fleet_integration_id "$AGENT_POLICY" "$INTEGRATION"); then
-                    exit 1
-                fi
-
-                if [[ "$PACKAGE_VERSION" != "$AVAILABLE_VERSION" ]]; then
-                    # Dry run of the upgrade
-                    echo ""
-                    echo "Current $PACKAGE_NAME package version ($PACKAGE_VERSION) is not the same as the latest available package ($AVAILABLE_VERSION)..."
-                    echo "Upgrading $INTEGRATION..."
-                    echo "Starting dry run..."
-                    if ! DRYRUN_OUTPUT=$(elastic_fleet_integration_policy_dryrun_upgrade "$INTEGRATION_ID"); then
-                        exit 1
-                    fi
-                    DRYRUN_ERRORS=$(echo "$DRYRUN_OUTPUT" | jq .[].hasErrors)
-
-                    # If no errors with dry run, proceed with actual upgrade
-                    if [[ "$DRYRUN_ERRORS" == "false" ]]; then
-                        echo "No errors detected. Proceeding with upgrade..."
-                        if ! elastic_fleet_integration_policy_upgrade "$INTEGRATION_ID"; then
-                            echo "Error: Upgrade failed for $PACKAGE_NAME with integration ID '$INTEGRATION_ID'."
-                            ERROR=true
-                            continue
-                        fi
-                    else
-                        echo "Errors detected during dry run for $PACKAGE_NAME policy upgrade..."
-                        ERROR=true
-                        continue
-                    fi
-                fi
-            {%- if not AUTO_UPGRADE_INTEGRATIONS %}
-            fi
-            {%- endif %}
+            LATEST_VERSION_CACHE[$PACKAGE_NAME]=$AVAILABLE_VERSION
         fi
-    done
+        AVAILABLE_VERSION=${LATEST_VERSION_CACHE[$PACKAGE_NAME]}
+
+        if [[ "$PACKAGE_VERSION" != "$AVAILABLE_VERSION" ]]; then
+            # Dry run, then (if clean) the actual upgrade, dispatched as a throttled background
+            # job. Each job builds its full log into one block, then flushes it under a single
+            # shared lock (OUTPUT_LOCK) so concurrent jobs never interleave on stdout; a failed
+            # job also appends a marker line to FAIL_FILE while holding that same lock.
+            elastic_fleet_throttle
+            {
+                block=$'\n'"Current $PACKAGE_NAME package version ($PACKAGE_VERSION) is not the same as the latest available package ($AVAILABLE_VERSION)..."$'\n'
+                block+="Upgrading $INTEGRATION..."$'\n'"Starting dry run..."$'\n'
+                fail=""
+                if ! DRYRUN_OUTPUT=$(elastic_fleet_integration_policy_dryrun_upgrade "$INTEGRATION_ID"); then
+                    block+="Error: Failed to complete dry run for '$INTEGRATION_ID'."$'\n'
+                    fail="dryrun $INTEGRATION"
+                elif [[ "$(jq .[].hasErrors <<<"$DRYRUN_OUTPUT")" == "false" ]]; then
+                    block+="No errors detected. Proceeding with upgrade..."$'\n'
+                    if ! elastic_fleet_integration_policy_upgrade "$INTEGRATION_ID"; then
+                        block+="Error: Upgrade failed for $PACKAGE_NAME with integration ID '$INTEGRATION_ID'."$'\n'
+                        fail="upgrade $INTEGRATION"
+                    fi
+                else
+                    block+="Errors detected during dry run for $PACKAGE_NAME policy upgrade..."$'\n'
+                    fail="dryrun-errors $INTEGRATION"
+                fi
+                {
+                    flock 9
+                    printf '%s' "$block"
+                    [ -n "$fail" ] && printf '%s\n' "$fail" >>"$FAIL_FILE"
+                } 9>>"$OUTPUT_LOCK"
+            } &
+        fi
+    done < <(jq -r --argjson defaults "$default_packages_json" '
+        .item.package_policies[]
+        | select(.name != "elastic-defend-endpoints")
+        | select(.name | startswith("fleet_server-") | not)
+        {%- if not AUTO_UPGRADE_INTEGRATIONS %}
+        | select(.package.name | IN($defaults[]))
+        {%- endif %}
+        | [.name, .package.name, .package.version, .id] | @tsv
+    ' <<<"$POLICY_JSON")
 done
-if [[ "$ERROR" == "true" ]]; then
+
+# Barrier: wait for every dispatched dry-run/upgrade job to finish.
+wait
+
+if [ -s "$FAIL_FILE" ]; then
+    printf '\nFailed integration upgrades:\n'
+    cat "$FAIL_FILE"
     exit 1
 fi
 echo

salt/elasticfleet/tools/sbin_jinja/so-elastic-fleet-optional-integrations-load

@@ -16,7 +16,6 @@
 STATE_FILE_SUCCESS=/opt/so/state/estemplates.txt
 INSTALLED_PACKAGE_LIST=/tmp/esfleet_installed_packages.json
 BULK_INSTALL_PACKAGE_LIST=/tmp/esfleet_bulk_install.json
-BULK_INSTALL_PACKAGE_TMP=/tmp/esfleet_bulk_install_tmp.json
 BULK_INSTALL_OUTPUT=/opt/so/state/esfleet_bulk_install_results.json
 INTEGRATION_PACKAGE_COMPONENTS=/opt/so/state/esfleet_package_components.json
 INPUT_PACKAGE_COMPONENTS=/opt/so/state/esfleet_input_package_components.json
@@ -29,29 +28,6 @@ PENDING_UPDATE=false
 #   Requiring some level of manual Elastic Stack configuration before installation
 EXCLUDED_INTEGRATIONS=('apm')
 
-version_conversion(){
-    version=$1
-    echo "$version" | awk -F '.' '{ printf("%d%03d%03d\n", $1, $2, $3); }'
-}
-
-compare_versions() {
-    version1=$1
-    version2=$2
-
-    # Convert versions to numbers
-    num1=$(version_conversion "$version1")
-    num2=$(version_conversion "$version2")
-
-    # Compare using bc
-    if (( $(echo "$num1 < $num2" | bc -l) )); then
-        echo "less"
-    elif (( $(echo "$num1 > $num2" | bc -l) )); then
-        echo "greater"
-    else
-        echo "equal"
-    fi
-}
-
 IFS=$'\n'
 agent_policies=$(elastic_fleet_agent_policy_ids)
 if [ $? -ne 0 ]; then
@@ -63,23 +39,23 @@ default_packages=({% for pkg in SUPPORTED_PACKAGES %}"{{ pkg }}"{% if not loop.l
 
 in_use_integrations=()
 
+# Fetch each agent policy once; its package_policies[] already contain both the integration name
+#  and the .package.name, so extract all non-default package names locally in a single jq instead
+#  of re-fetching the same policy per integration.
+default_packages_json=$(printf '%s\n' "${default_packages[@]}" | jq -R . | jq -s '.')
 for AGENT_POLICY in $agent_policies; do
 
-    if ! integrations=$(elastic_fleet_integration_policy_names "$AGENT_POLICY"); then
+    if ! policy_json=$(fleet_api "agent_policies/$AGENT_POLICY"); then
         # skip the agent policy if we can't get required info, let salt retry. Integrations loaded by this script are non-default integrations.
         echo "Skipping $AGENT_POLICY.. "
         continue
     fi
-    for INTEGRATION in $integrations; do
-        if ! PACKAGE_NAME=$(elastic_fleet_integration_policy_package_name "$AGENT_POLICY" "$INTEGRATION"); then
-            echo  "Not adding $INTEGRATION, couldn't get package name"
-            continue
-        fi
-        # non-default integrations that are in-use in any policy
-        if ! [[ " ${default_packages[@]} " =~ " $PACKAGE_NAME " ]]; then
-            in_use_integrations+=("$PACKAGE_NAME")
-        fi
-    done
+    # non-default integrations that are in-use in any policy
+    while IFS= read -r PACKAGE_NAME; do
+        [ -n "$PACKAGE_NAME" ] && in_use_integrations+=("$PACKAGE_NAME")
+    done < <(jq -r --argjson defaults "$default_packages_json" \
+        '.item.package_policies[].package.name | select(. as $n | ($defaults | index($n)) | not)' \
+        <<<"$policy_json")
 done
 
 if [[ -f $STATE_FILE_SUCCESS  ]]; then
@@ -90,72 +66,55 @@ if [[ -f $STATE_FILE_SUCCESS  ]]; then
         rm -f $INSTALLED_PACKAGE_LIST
         echo $latest_package_list | jq '{packages: [.items[] | {name: .name, latest_version: .version, installed_version: .installationInfo.version, subscription: .conditions.elastic.subscription }]}' >> $INSTALLED_PACKAGE_LIST
 
-        while read -r package; do
-            # get package details
-            package_name=$(echo "$package" | jq -r '.name')
-            latest_version=$(echo "$package" | jq -r '.latest_version')
-            installed_version=$(echo "$package" | jq -r '.installed_version')
-            subscription=$(echo "$package" | jq -r '.subscription')
-            bulk_package=$(echo "$package" | jq '{name: .name, version: .latest_version}' )
+        # Build the bulk install list and the per-package status messages with two jq passes
+        #  instead of a per-package bash loop. The old loop forked ~10 processes per package
+        #  (5 jq + awk/bc for the version compare) and re-parsed/rewrote a growing JSON file on
+        #  every add (O(n^2)). Selection and messages below are identical to that logic.
+        SUB={% if SUB %}true{% else %}false{% endif %}
+        AUTOUP={% if AUTO_UPGRADE_INTEGRATIONS %}true{% else %}false{% endif %}
+        EXCLUDED_JSON=$(printf '%s\n' "${EXCLUDED_INTEGRATIONS[@]}" | jq -R 'select(length>0)' | jq -s '.')
+        INUSE_JSON=$(printf '%s\n' "${in_use_integrations[@]}" | jq -R 'select(length>0)' | jq -s 'unique')
 
-            if [[ ! "${EXCLUDED_INTEGRATIONS[@]}" =~ "$package_name" ]]; then
-            {% if not SUB %}
-                if [[ "$subscription" != "basic" && "$subscription" != "null" && -n "$subscription" ]]; then
-                    # pass over integrations that require non-basic elastic license
-                    echo "$package_name integration requires an Elastic license of $subscription or greater... skipping"
-                    continue
-                else
-                    if [[ "$installed_version" == "null" || -z "$installed_version" ]]; then
-                        echo "$package_name is not installed... Adding to next update."
-                        jq --argjson package "$bulk_package" '.packages += [$package]' $BULK_INSTALL_PACKAGE_LIST > $BULK_INSTALL_PACKAGE_TMP && mv $BULK_INSTALL_PACKAGE_TMP $BULK_INSTALL_PACKAGE_LIST
+        # vnum replicates the previous version_conversion (%d%03d%03d of the first three dotted
+        #  fields); needs() replicates the excluded/subscription/installed/upgrade/in-use logic.
+        JQ_DECISION='
+def vnum:
+  [ (split(".")|.[0:3][] | gsub("[^0-9].*";"") | (if .=="" then "0" else . end) | tonumber) ]
+  | (.[0]//0)*1000000 + (.[1]//0)*1000 + (.[2]//0);
+def needs($sub;$autoup;$excluded;$inuse):
+  .name as $n
+  | ($n | IN($excluded[]) | not)
+  and ( $sub or (.subscription==null or .subscription=="basic" or .subscription=="") )
+  and ( (.installed_version==null or .installed_version=="")
+        or ( ((.latest_version|vnum) > (.installed_version|vnum))
+             and ( $autoup or ($n | IN($inuse[]) | not) ) ) );'
 
-                        PENDING_UPDATE=true
-                    else
-                        results=$(compare_versions "$latest_version" "$installed_version")
-                        if [ $results == "greater" ]; then
-                            {#- When auto_upgrade_integrations is false, skip upgrading in_use_integrations  #}
-                            {%- if not AUTO_UPGRADE_INTEGRATIONS %}
-                            if ! [[ " ${in_use_integrations[@]} " =~ " $package_name " ]]; then
-                            {%- endif %}
-                                echo "$package_name is at version $installed_version latest version is $latest_version... Adding to next update."
-                                jq --argjson package "$bulk_package" '.packages += [$package]' $BULK_INSTALL_PACKAGE_LIST > $BULK_INSTALL_PACKAGE_TMP && mv $BULK_INSTALL_PACKAGE_TMP $BULK_INSTALL_PACKAGE_LIST
+        JQ_ARGS=(--argjson sub "$SUB" --argjson autoup "$AUTOUP" --argjson excluded "$EXCLUDED_JSON" --argjson inuse "$INUSE_JSON")
 
-                                PENDING_UPDATE=true
-                            {%- if not AUTO_UPGRADE_INTEGRATIONS %}
-                            else
-                                echo "skipping available upgrade for in use integration - $package_name."
-                            fi
-                            {%- endif %}
-                        fi
-                    fi
-                fi
-            {% else %}
-                if [[ "$installed_version" == "null" || -z "$installed_version" ]]; then
-                    echo "$package_name is not installed... Adding to next update."
-                    jq --argjson package "$bulk_package" '.packages += [$package]' $BULK_INSTALL_PACKAGE_LIST > $BULK_INSTALL_PACKAGE_TMP && mv $BULK_INSTALL_PACKAGE_TMP $BULK_INSTALL_PACKAGE_LIST
-                    PENDING_UPDATE=true
-                else
-                    results=$(compare_versions "$latest_version" "$installed_version")
-                    if [ $results == "greater" ]; then
-                        {#- When auto_upgrade_integrations is false, skip upgrading in_use_integrations  #}
-                        {%- if not AUTO_UPGRADE_INTEGRATIONS %}
-                        if ! [[ " ${in_use_integrations[@]} " =~ " $package_name " ]]; then
-                        {%- endif %}
-                            echo "$package_name is at version $installed_version latest version is $latest_version... Adding to next update."
-                            jq --argjson package "$bulk_package" '.packages += [$package]' $BULK_INSTALL_PACKAGE_LIST > $BULK_INSTALL_PACKAGE_TMP && mv $BULK_INSTALL_PACKAGE_TMP $BULK_INSTALL_PACKAGE_LIST
-                            PENDING_UPDATE=true
-                        {%- if not AUTO_UPGRADE_INTEGRATIONS %}
-                        else
-                            echo "skipping available upgrade for in use integration - $package_name."
-                        fi
-                        {%- endif %}
-                    fi
-                fi
-            {% endif %}
-            else
-                echo "Skipping $package_name..."
-            fi
-        done <<< "$(jq -c '.packages[]' "$INSTALLED_PACKAGE_LIST")"
+        # (a) Per-package status messages (parity with the previous echo output).
+        jq -r "${JQ_ARGS[@]}" "$JQ_DECISION"'
+          .packages[]
+          | .name as $n
+          | if ($n|IN($excluded[])) then "Skipping \($n)..."
+            elif (($sub|not) and (.subscription!=null and .subscription!="basic" and .subscription!="")) then
+                 "\($n) integration requires an Elastic license of \(.subscription) or greater... skipping"
+            elif (.installed_version==null or .installed_version=="") then
+                 "\($n) is not installed... Adding to next update."
+            elif ((.latest_version|vnum) > (.installed_version|vnum)) then
+                 (if ($autoup or ($n|IN($inuse[])|not))
+                  then "\($n) is at version \(.installed_version) latest version is \(.latest_version)... Adding to next update."
+                  else "skipping available upgrade for in use integration - \($n)." end)
+            else empty end
+        ' "$INSTALLED_PACKAGE_LIST"
+
+        # (b) The bulk install list, built in a single pass.
+        jq "${JQ_ARGS[@]}" "$JQ_DECISION"'
+          {packages: [ .packages[] | select(needs($sub;$autoup;$excluded;$inuse)) | {name, version: .latest_version} ]}
+        ' "$INSTALLED_PACKAGE_LIST" > "$BULK_INSTALL_PACKAGE_LIST"
+
+        if jq -e '.packages | length > 0' "$BULK_INSTALL_PACKAGE_LIST" >/dev/null; then
+            PENDING_UPDATE=true
+        fi
 
         if [ "$PENDING_UPDATE" = true ]; then
             # Run chunked install of packages

salt/elasticsearch/tools/sbin/so-elasticsearch-templates-load

@@ -11,10 +11,8 @@ ADDON_STATEFILE_SUCCESS=/opt/so/state/addon_estemplates.txt
 ELASTICSEARCH_TEMPLATES_DIR="/opt/so/conf/elasticsearch/templates"
 SO_TEMPLATES_DIR="${ELASTICSEARCH_TEMPLATES_DIR}/index"
 ADDON_TEMPLATES_DIR="${ELASTICSEARCH_TEMPLATES_DIR}/addon-index"
-SO_LOAD_FAILURES=0
-ADDON_LOAD_FAILURES=0
-SO_LOAD_FAILURES_NAMES=()
-ADDON_LOAD_FAILURES_NAMES=()
+FAILED_NAMES=()
+FAILED_COUNT=0
 IS_HEAVYNODE="false"
 FORCE="false"
 VERBOSE="false"
@@ -46,20 +44,86 @@ while [[ $# -gt 0 ]]; do
     shift
 done
 
+# Max number of concurrent template PUT jobs. Override via env if needed.
+MAX_TEMPLATE_JOBS=${MAX_TEMPLATE_JOBS:-10}
+
+# Block until fewer than MAX_TEMPLATE_JOBS background jobs are running.
+template_throttle() {
+    while (( $(jobs -rp | wc -l) >= MAX_TEMPLATE_JOBS )); do
+        wait -n
+    done
+}
+
+# Per-job failure markers and an output lock for serializing parallel job output.
+# Each failed load drops one file (named after the template) into FAIL_DIR; the
+# output of each job is flushed as a single block under flock so concurrent jobs
+# never interleave their (chatty) retry output.
+FAIL_DIR=$(mktemp -d)
+OUTPUT_LOCK="${FAIL_DIR}/.output.lock"
+: > "$OUTPUT_LOCK"
+trap 'rm -rf "$FAIL_DIR"' EXIT
+
+# Record a failure: $1 = the template name/path to report later. Slashes are
+# encoded so the path becomes a safe single filename.
+record_failure() {
+    local marker="${1//\//__}"
+    : > "${FAIL_DIR}/fail.${marker}"
+}
+
+# Populate FAILED_NAMES and FAILED_COUNT from the current phase's markers.
+# Must run in the current shell (not a command substitution) so the array sticks.
+collect_failures() {
+    FAILED_NAMES=()
+    FAILED_COUNT=0
+    local f name
+    shopt -s nullglob
+    for f in "${FAIL_DIR}"/fail.*; do
+        name="${f##*/fail.}"
+        name="${name//__//}"
+        FAILED_NAMES+=("$name")
+        FAILED_COUNT=$((FAILED_COUNT + 1))
+    done
+    shopt -u nullglob
+}
+
+# Clear markers and names between phases so SO and addon counts stay independent.
+reset_failures() {
+    shopt -s nullglob
+    rm -f "${FAIL_DIR}"/fail.*
+    shopt -u nullglob
+    FAILED_NAMES=()
+    FAILED_COUNT=0
+}
+
+# Print a block of text atomically (under the shared output lock) so the output
+# of concurrent background jobs is not interleaved.
+locked_echo() {
+    { flock 9; printf '%s\n' "$1"; } 9>>"$OUTPUT_LOCK"
+}
+
+# Loads one template file via PUT. Intended to be dispatched as a background job.
+#   $1 uri          - e.g. _component_template/foo or _index_template/foo
+#   $2 file         - path to the template JSON
+#   $3 report_name  - name/path to record if this load fails
 load_template() {
     local uri="$1"
     local file="$2"
+    local report_name="$3"
+    local out rc=0 block
 
-    echo "Loading template file $file"
-    if ! output=$(retry 3 3 "so-elasticsearch-query $uri -d@$file -XPUT" "{\"acknowledged\":true}"); then
-        echo "$output"
-
-        return 1
-
+    # Capture everything (including retry's diagnostic chatter) into one block so
+    # concurrent jobs never interleave; the whole block is flushed under one flock.
+    block="Loading template file $file"$'\n'
+    if ! out=$(retry 3 3 "so-elasticsearch-query $uri -d@$file -XPUT" "{\"acknowledged\":true}" 2>&1); then
+        block+="$out"$'\n'
+        rc=1
     elif [[ "$VERBOSE" == "true" ]]; then
-        echo "$output"
+        block+="$out"$'\n'
     fi
 
+    { flock 9; printf '%s' "$block"; } 9>>"$OUTPUT_LOCK"
+
+    (( rc != 0 )) && record_failure "$report_name"
 }
 
 check_required_component_template_exists() {
@@ -110,6 +174,9 @@ load_component_templates() {
         return
     fi
 
+    # Dispatch loads as throttled background jobs. The barrier (wait) happens in
+    # the caller after all component groups have been dispatched, since index
+    # templates must not load until every component template is in place.
     for component in "$pattern"/*.json; do
         tmpl_name=$(basename "${component%.json}")
 
@@ -118,10 +185,8 @@ load_component_templates() {
             tmpl_name="${tmpl_name%-mappings}-mappings"
         fi
 
-        if ! load_template "_component_template/${tmpl_name}" "$component"; then
-            SO_LOAD_FAILURES=$((SO_LOAD_FAILURES + 1))
-            SO_LOAD_FAILURES_NAMES+=("$component")
-        fi
+        template_throttle
+        load_template "_component_template/${tmpl_name}" "$component" "$component" &
     done
 }
 
@@ -180,6 +245,9 @@ if [[ "$FORCE" == "true" || ! -f "$SO_STATEFILE_SUCCESS" ]] && index_templates_e
     load_component_templates "Elastic Agent" "elastic-agent"
     load_component_templates "Security Onion" "so"
 
+    # Barrier: every component template PUT must complete before we snapshot the
+    # component template list and start loading index templates that depend on them.
+    wait
     component_templates=$(so-elasticsearch-component-templates-list)
     echo -e "Loading Security Onion index templates...\n"
     for so_idx_tmpl in "${SO_TEMPLATES_DIR}"/*.json; do
@@ -189,7 +257,7 @@ if [[ "$FORCE" == "true" || ! -f "$SO_STATEFILE_SUCCESS" ]] && index_templates_e
             # TODO: Better way to load only heavynode specific templates
             if ! check_heavynode_compatiable_index_template "$tmpl_name"; then
                 if [[ "$VERBOSE" == "true" ]]; then
-                    echo "Skipping over $so_idx_tmpl, template is not a heavynode specific index template."
+                    locked_echo "Skipping over $so_idx_tmpl, template is not a heavynode specific index template."
                 fi
 
                 continue
@@ -197,32 +265,34 @@ if [[ "$FORCE" == "true" || ! -f "$SO_STATEFILE_SUCCESS" ]] && index_templates_e
         fi
 
         if check_required_component_template_exists "$so_idx_tmpl"; then
-            if ! load_template "_index_template/$tmpl_name" "$so_idx_tmpl"; then
-                SO_LOAD_FAILURES=$((SO_LOAD_FAILURES + 1))
-                SO_LOAD_FAILURES_NAMES+=("$so_idx_tmpl")
-            fi
+            template_throttle
+            load_template "_index_template/$tmpl_name" "$so_idx_tmpl" "$so_idx_tmpl" &
         else
-            echo "Skipping over $so_idx_tmpl due to missing required component template(s)."
-            SO_LOAD_FAILURES=$((SO_LOAD_FAILURES + 1))
-            SO_LOAD_FAILURES_NAMES+=("$so_idx_tmpl")
+            locked_echo "Skipping over $so_idx_tmpl due to missing required component template(s)."
+            record_failure "$so_idx_tmpl"
 
             continue
         fi
     done
 
-    if [[ $SO_LOAD_FAILURES -eq 0 ]]; then
+    # Barrier: all SO index template PUTs must finish before tallying failures.
+    wait
+
+    collect_failures
+    if [[ $FAILED_COUNT -eq 0 ]]; then
         echo "All Security Onion core templates loaded successfully."
 
         touch "$SO_STATEFILE_SUCCESS"
     else
-        echo "Encountered $SO_LOAD_FAILURES failure(s) loading templates:"
-        for failed_template in "${SO_LOAD_FAILURES_NAMES[@]}"; do
+        echo "Encountered $FAILED_COUNT failure(s) loading templates:"
+        for failed_template in "${FAILED_NAMES[@]}"; do
             echo "  - $failed_template"
         done
         if [[ "$SHOULD_EXIT_ON_FAILURE" == "true" ]]; then
             fail "Failed to load all Security Onion core templates successfully."
         fi
     fi
+    reset_failures
 elif ! index_templates_exist "$SO_TEMPLATES_DIR"; then
     echo "No Security Onion core index templates found in ${SO_TEMPLATES_DIR}, skipping."
 elif [[ -f "$SO_STATEFILE_SUCCESS" ]]; then
@@ -241,26 +311,27 @@ if should_load_addon_templates; then
         tmpl_name=$(basename "${addon_idx_tmpl%-template.json}")
 
         if check_required_component_template_exists "$addon_idx_tmpl"; then
-            if ! load_template "_index_template/${tmpl_name}" "$addon_idx_tmpl"; then
-                ADDON_LOAD_FAILURES=$((ADDON_LOAD_FAILURES + 1))
-                ADDON_LOAD_FAILURES_NAMES+=("$addon_idx_tmpl")
-            fi
+            template_throttle
+            load_template "_index_template/${tmpl_name}" "$addon_idx_tmpl" "$addon_idx_tmpl" &
         else
-            echo "Skipping over $addon_idx_tmpl due to missing required component template(s)."
-            ADDON_LOAD_FAILURES=$((ADDON_LOAD_FAILURES + 1))
-            ADDON_LOAD_FAILURES_NAMES+=("$addon_idx_tmpl")
+            locked_echo "Skipping over $addon_idx_tmpl due to missing required component template(s)."
+            record_failure "$addon_idx_tmpl"
 
             continue
         fi
     done
 
-    if [[ $ADDON_LOAD_FAILURES -eq 0 ]]; then
+    # Barrier: all addon index template PUTs must finish before tallying failures.
+    wait
+
+    collect_failures
+    if [[ $FAILED_COUNT -eq 0 ]]; then
         echo "All addon integration templates loaded successfully."
 
         touch "$ADDON_STATEFILE_SUCCESS"
     else
-        echo "Encountered $ADDON_LOAD_FAILURES failure(s) loading addon integration templates:"
-        for failed_template in "${ADDON_LOAD_FAILURES_NAMES[@]}"; do
+        echo "Encountered $FAILED_COUNT failure(s) loading addon integration templates:"
+        for failed_template in "${FAILED_NAMES[@]}"; do
             echo "  - $failed_template"
         done
         if [[ "$SHOULD_EXIT_ON_FAILURE" == "true" ]]; then

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

@@ -6,6 +6,37 @@
 
 . /usr/sbin/so-common
 
+MAX_JOBS=10
+
+# Lock used to serialize block writes so concurrent jobs never interleave their output.
+ILM_OUTPUT_LOCK=$(mktemp)
+trap 'rm -f "$ILM_OUTPUT_LOCK"' EXIT
+
+# 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
+# policies are defined in configuration.
+echo "Loading ILM policies concurrently; output below appears in completion order, not configuration order."
+echo
+
+put_policy() {
+  local desc="$1" policyname="$2" data="$3" result
+  result=$(curl -K /opt/so/conf/elasticsearch/curl.config -s -k -L \
+    -X PUT "https://localhost:9200/_ilm/policy/${policyname}" \
+    -H 'Content-Type: application/json' -d"${data}")
+  # curl above ran in parallel; serialize just this block write so concurrent jobs never interleave.
+  {
+    flock 200
+    printf 'Setting up %s policy...\n%s\n\n' "${desc}" "${result}"
+  } 200>>"${ILM_OUTPUT_LOCK}"
+}
+
+# Block until fewer than MAX_JOBS background curls are running.
+throttle() {
+  while (( $(jobs -rp | wc -l) >= MAX_JOBS )); do
+    wait -n
+  done
+}
+
 {%- from 'elasticsearch/template.map.jinja' import ES_INDEX_SETTINGS %}
 {%- if GLOBALS.role != "so-heavynode" %}
 {%-   from 'elasticsearch/template.map.jinja' import ALL_ADDON_SETTINGS %}
@@ -14,35 +45,26 @@
 {%- for index, settings in ES_INDEX_SETTINGS.items() %}
 {%-   if settings.policy is defined %}
 {%-     if index == 'so-logs-detections.alerts' %}
-  echo
-  echo "Setting up so-logs-detections.alerts-so policy..."
-  curl -K /opt/so/conf/elasticsearch/curl.config -b "sid=$SESSIONCOOKIE" -s -k -L -X PUT "https://localhost:9200/_ilm/policy/{{ index }}-so" -H 'Content-Type: application/json' -d'{ "policy": {{ settings.policy | tojson(true) }} }'
-  echo
+  throttle
+  put_policy "so-logs-detections.alerts-so" "{{ index }}-so" '{ "policy": {{ settings.policy | tojson(true) }} }' &
 {%-     elif index == 'so-logs-soc' %}
-  echo
-  echo "Setting up so-soc-logs policy..."
-  curl -K /opt/so/conf/elasticsearch/curl.config -b "sid=$SESSIONCOOKIE" -s -k -L -X PUT "https://localhost:9200/_ilm/policy/so-soc-logs" -H 'Content-Type: application/json' -d'{ "policy": {{ settings.policy | tojson(true) }} }'
-  echo
-  echo
-  echo "Setting up {{ index }}-logs policy..."
-  curl -K /opt/so/conf/elasticsearch/curl.config -b "sid=$SESSIONCOOKIE" -s -k -L -X PUT "https://localhost:9200/_ilm/policy/{{ index }}-logs" -H 'Content-Type: application/json' -d'{ "policy": {{ settings.policy | tojson(true) }} }'
-  echo
+  throttle
+  put_policy "so-soc-logs" "so-soc-logs" '{ "policy": {{ settings.policy | tojson(true) }} }' &
+  throttle
+  put_policy "{{ index }}-logs" "{{ index }}-logs" '{ "policy": {{ settings.policy | tojson(true) }} }' &
 {%-     else %}
-  echo
-  echo "Setting up {{ index }}-logs policy..."
-  curl -K /opt/so/conf/elasticsearch/curl.config -b "sid=$SESSIONCOOKIE" -s -k -L -X PUT "https://localhost:9200/_ilm/policy/{{ index }}-logs" -H 'Content-Type: application/json' -d'{ "policy": {{ settings.policy | tojson(true) }} }'
-  echo
+  throttle
+  put_policy "{{ index }}-logs" "{{ index }}-logs" '{ "policy": {{ settings.policy | tojson(true) }} }' &
 {%-     endif %}
 {%-   endif %}
 {%- endfor %}
-echo
 {%- if GLOBALS.role != "so-heavynode" %}
 {%-   for index, settings in ALL_ADDON_SETTINGS.items() %}
 {%-     if settings.policy is defined %}
-  echo
-  echo "Setting up {{ index }}-logs policy..."
-  curl -K /opt/so/conf/elasticsearch/curl.config -b "sid=$SESSIONCOOKIE" -s -k -L -X PUT "https://localhost:9200/_ilm/policy/{{ index }}-logs" -H 'Content-Type: application/json' -d'{ "policy": {{ settings.policy | tojson(true) }} }'
-  echo
+  throttle
+  put_policy "{{ index }}-logs" "{{ index }}-logs" '{ "policy": {{ settings.policy | tojson(true) }} }' &
 {%-     endif %}
 {%-   endfor %}
 {%- endif %}
+
+wait

salt/manager/tools/sbin/soup

@@ -343,10 +343,11 @@ highstate() {
 masterlock() {
   echo "Locking Salt Master"
   mv -v $TOPFILE $BACKUPTOPFILE
-  echo "base:" > $TOPFILE
-  echo "  $MINIONID:" >> $TOPFILE
-  echo "    - ca" >> $TOPFILE
-  echo "    - elasticsearch" >> $TOPFILE
+  # Render the real top file only for the host running soup; every other
+  # minion gets an empty top (no states) while the master is upgrading.
+  echo "{% if grains['id'] == '$MINIONID' %}" > $TOPFILE
+  cat $BACKUPTOPFILE >> $TOPFILE
+  echo "{% endif %}" >> $TOPFILE
 }
 
 masterunlock() {

setup/so-setup

@@ -223,6 +223,8 @@ if [ -n "$test_profile" ]; then
 	WEBPASSWD1=0n10nus3r
 	WEBPASSWD2=0n10nus3r
 	NODE_DESCRIPTION="${HOSTNAME} - ${install_type} - ${MSRVIP_OFFSET}"
+	# opt out of telemetry for automated testing
+	telemetry=1
 
 	update_sudoers_for_testing
 fi