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Monday, May 18, 2026

Migrate from Customary brokers to Categorical brokers in Amazon MSK utilizing Amazon MSK Replicator


Amazon Managed Streaming for Apache Kafka (Amazon MSK) now gives a brand new dealer sort referred to as Categorical brokers. It’s designed to ship as much as 3 instances extra throughput per dealer, scale as much as 20 instances quicker, and scale back restoration time by 90% in comparison with Customary brokers working Apache Kafka. Categorical brokers come preconfigured with Kafka finest practices by default, assist Kafka APIs, and supply the identical low latency efficiency that Amazon MSK clients count on, so you’ll be able to proceed utilizing current shopper purposes with none adjustments. Categorical brokers present easy operations with hands-free storage administration by providing limitless storage with out pre-provisioning, eliminating disk-related bottlenecks. To study extra about Categorical brokers, check with Introducing Categorical brokers for Amazon MSK to ship excessive throughput and quicker scaling in your Kafka clusters.

Creating a brand new cluster with Categorical brokers is simple, as described in Amazon MSK Categorical brokers. Nonetheless, if in case you have an current MSK cluster, you could migrate to a brand new Categorical based mostly cluster. On this put up, we talk about how you must plan and carry out the migration to Categorical brokers in your current MSK workloads on Customary brokers. Categorical brokers provide a unique consumer expertise and a unique shared accountability boundary, so utilizing them on an current cluster just isn’t doable. Nonetheless, you should use Amazon MSK Replicator to repeat all knowledge and metadata out of your current MSK cluster to a brand new cluster comprising of Categorical brokers.

MSK Replicator gives a built-in replication functionality to seamlessly replicate knowledge from one cluster to a different. It robotically scales the underlying assets, so you’ll be able to replicate knowledge on demand with out having to observe or scale capability. MSK Replicator additionally replicates Kafka metadata, together with subject configurations, entry management lists (ACLs), and shopper group offsets.

Within the following sections, we talk about methods to use MSK Replicator to copy the info from a Customary dealer MSK cluster to an Categorical dealer MSK cluster and the steps concerned in migrating the shopper purposes from the outdated cluster to the brand new cluster.

Planning your migration

Migrating from Customary brokers to Categorical brokers requires thorough planning and cautious consideration of assorted elements. On this part, we talk about key points to deal with through the planning part.

Assessing the supply cluster’s infrastructure and wishes

It’s essential to guage the capability and well being of the present (supply) cluster to ensure it may possibly deal with further consumption throughout migration, as a result of MSK Replicator will retrieve knowledge from the supply cluster. Key checks embrace:

  • CPU utilization – The mixed CPU Consumer and CPU System utilization per dealer ought to stay beneath 60%.
  • Community throughput – The cluster-to-cluster replication course of provides additional egress visitors, as a result of it’d want to copy the prevailing knowledge based mostly on enterprise necessities together with the incoming knowledge. As an example, if the ingress quantity is X GB/day and knowledge is retained within the cluster for two days, replicating the info from the earliest offset would trigger the full egress quantity for replication to be 2X GB. The cluster should accommodate this elevated egress quantity.

    Let’s take an instance the place in your current supply cluster you may have a median knowledge ingress of 100 MBps and peak knowledge ingress of 400 MBps with retention of 48 hours. Let’s assume you may have one shopper of the info you produce to your Kafka cluster, which implies that your egress visitors will likely be identical in comparison with your ingress visitors. Primarily based on this requirement, you should use the Amazon MSK sizing information to calculate the dealer capability you could safely deal with this workload. Within the spreadsheet, you have to to supply your common and most ingress/egress visitors within the cells, as proven within the following screenshot.

    As a result of you could replicate all the info produced in your Kafka cluster, the consumption will likely be larger than the common workload. Taking this into consideration, your total egress visitors will likely be at the least twice the scale of your ingress visitors.

    Nonetheless, while you run a replication software, the ensuing egress visitors will likely be larger than twice the ingress since you additionally want to copy the prevailing knowledge together with the brand new incoming knowledge within the cluster. Within the previous instance, you may have a median ingress of 100 MBps and you keep knowledge for 48 hours, which implies that you’ve got a complete of roughly 18 TB of current knowledge in your supply cluster that must be copied over on prime of the brand new knowledge that’s coming by. Let’s additional assume that your aim for the replicator is to catch up in 30 hours. On this case, your replicator wants to repeat knowledge at 260 MBps (100 MBps for ingress visitors + 160 MBps (18 TB/30 hours) for current knowledge) to catch up in 30 hours. The next determine illustrates this course of.

    Subsequently, within the sizing information’s egress cells, you could add an extra 260 MBps to your common knowledge out and peak knowledge out to estimate the scale of the cluster you must provision to finish the replication safely and on time.

    Replication instruments act as a shopper to the supply cluster, so there’s a likelihood that this replication shopper can eat larger bandwidth, which might negatively impression the prevailing utility shopper’s produce and eat requests. To regulate the replication shopper throughput, you should use a consumer-side Kafka quota within the supply cluster to restrict the replicator throughput. This makes positive that the replicator shopper will throttle when it goes past the restrict, thereby safeguarding the opposite customers. Nonetheless, if the quota is ready too low, the replication throughput will undergo and the replication would possibly by no means finish. Primarily based on the previous instance, you’ll be able to set a quota for the replicator to be at the least 260 MBps, in any other case the replication won’t end in 30 hours.

  • Quantity throughput – Knowledge replication would possibly contain studying from the earliest offset (based mostly on enterprise requirement), impacting your main storage quantity, which on this case is Amazon Elastic Block Retailer (Amazon EBS). The VolumeReadBytes and VolumeWriteBytes metrics ought to be checked to ensure the supply cluster quantity throughput has further bandwidth to deal with any further learn from the disk. Relying on the cluster measurement and replication knowledge quantity, you must provision storage throughput within the cluster. With provisioned storage throughput, you’ll be able to improve the Amazon EBS throughput as much as 1000 MBps relying on the dealer measurement. The utmost quantity throughput will be specified relying on dealer measurement and kind, as talked about in Handle storage throughput for Customary brokers in a Amazon MSK cluster. Primarily based on the previous instance, the replicator will begin studying from the disk and the amount throughput of 260 MBps will likely be shared throughout all of the brokers. Nonetheless, current customers can lag, which is able to trigger studying from the disk, thereby rising the storage learn throughput. Additionally, there’s storage write throughput because of incoming knowledge from the producer. On this state of affairs, enabling provisioned storage throughput will improve the general EBS quantity throughput (learn + write) in order that current producer and shopper efficiency doesn’t get impacted because of the replicator studying knowledge from EBS volumes.
  • Balanced partitions – Be sure partitions are well-distributed throughout brokers, with no skewed chief partitions.

Relying on the evaluation, you would possibly must vertically scale up or horizontally scale out the supply cluster earlier than migration.

Assessing the goal cluster’s infrastructure and wishes

Use the identical sizing software to estimate the scale of your Categorical dealer cluster. Sometimes, fewer Categorical brokers could be wanted in comparison with Customary brokers for a similar workload as a result of relying on the occasion measurement, Categorical brokers enable as much as thrice extra ingress throughput.

Configuring Categorical Brokers

Categorical brokers make use of opinionated and optimized Kafka configurations, so it’s necessary to distinguish between configurations which are read-only and people which are learn/write throughout planning. Learn/write broker-level configurations ought to be configured individually as a pre-migration step within the goal cluster. Though MSK Replicator will replicate most topic-level configurations, sure topic-level configurations are at all times set to default values in an Categorical cluster: replication-factor, min.insync.replicas, and unclean.chief.election.allow. If the default values differ from the supply cluster, these configurations will likely be overridden.

As a part of the metadata, MSK Replicator additionally copies sure ACL sorts, as talked about in Metadata replication. It doesn’t explicitly copy the write ACLs besides the deny ones. Subsequently, when you’re utilizing SASL/SCRAM or mTLS authentication with ACLs fairly than AWS Id and Entry Administration (IAM) authentication, write ACLs should be explicitly created within the goal cluster.

Shopper connectivity to the goal cluster

Deployment of the goal cluster can happen throughout the identical digital non-public cloud (VPC) or a unique one. Contemplate any adjustments to shopper connectivity, together with updates to safety teams and IAM insurance policies, through the planning part.

Migration technique: Abruptly vs. wave

Two migration methods will be adopted:

  • Abruptly – All subjects are replicated to the goal cluster concurrently, and all shoppers are migrated directly. Though this method simplifies the method, it generates important egress visitors and entails dangers to a number of shoppers if points come up. Nonetheless, if there’s any failure, you’ll be able to roll again by redirecting the shoppers to make use of the supply cluster. It’s really helpful to carry out the cutover throughout non-business hours and talk with stakeholders beforehand.
  • Wave – Migration is damaged into phases, transferring a subset of shoppers (based mostly on enterprise necessities) in every wave. After every part, the goal cluster’s efficiency will be evaluated earlier than continuing. This reduces dangers and builds confidence within the migration however requires meticulous planning, particularly for big clusters with many microservices.

Every technique has its execs and cons. Select the one which aligns finest with your corporation wants. For insights, check with Goldman Sachs’ migration technique to maneuver from on-premises Kafka to Amazon MSK.

Cutover plan

Though MSK Replicator facilitates seamless knowledge replication with minimal downtime, it’s important to plot a transparent cutover plan. This consists of coordinating with stakeholders, stopping producers and customers within the supply cluster, and restarting them within the goal cluster. If a failure happens, you’ll be able to roll again by redirecting the shoppers to make use of the supply cluster.

Schema registry

When migrating from a Customary dealer to an Categorical dealer cluster, schema registry issues stay unaffected. Purchasers can proceed utilizing current schemas for each producing and consuming knowledge with Amazon MSK.

Resolution overview

On this setup, two Amazon MSK provisioned clusters are deployed: one with Customary brokers (supply) and the opposite with Categorical brokers (goal). Each clusters are situated in the identical AWS Area and VPC, with IAM authentication enabled. MSK Replicator is used to copy subjects, knowledge, and configurations from the supply cluster to the goal cluster. The replicator is configured to keep up similar subject names throughout each clusters, offering seamless replication with out requiring client-side adjustments.

Through the first part, the supply MSK cluster handles shopper requests. Producers write to the clickstream subject within the supply cluster, and a shopper group with the group ID clickstream-consumer reads from the identical subject. The next diagram illustrates this structure.

When knowledge replication to the goal MSK cluster is full, we have to consider the well being of the goal cluster. After confirming the cluster is wholesome, we have to migrate the shoppers in a managed method. First, we have to cease the producers, reconfigure them to write down to the goal cluster, after which restart them. Then, we have to cease the customers after they’ve processed all remaining data within the supply cluster, reconfigure them to learn from the goal cluster, and restart them. The next diagram illustrates the brand new structure.

After verifying that every one shoppers are functioning accurately with the goal cluster utilizing Categorical brokers, we are able to safely decommission the supply MSK cluster with Customary brokers and the MSK Replicator.

Deployment Steps

On this part, we talk about the step-by-step course of to copy knowledge from an MSK Customary dealer cluster to an Categorical dealer cluster utilizing MSK Replicator and in addition the shopper migration technique. For the aim of the weblog, “abruptly” migration technique is used.

Provision the MSK cluster

Obtain the AWS CloudFormation template to provision the MSK cluster. Deploy the next in us-east-1 with stack identify as migration.

This can create the VPC, subnets, and two Amazon MSK provisioned clusters: one with Customary brokers (supply) and one other with Categorical brokers (goal) throughout the VPC configured with IAM authentication. It’ll additionally create a Kafka shopper Amazon Elastic Compute Cloud (Amazon EC2) occasion the place from we are able to use the Kafka command line to create and look at Kafka subjects and produce and eat messages to and from the subject.

Configure the MSK shopper

On the Amazon EC2 console, connect with the EC2 occasion named migration-KafkaClientInstance1 utilizing Session Supervisor, a functionality of AWS Methods Supervisor.

After you log in, you could configure the supply MSK cluster bootstrap tackle to create a subject and publish knowledge to the cluster. You may get the bootstrap tackle for IAM authentication from the small print web page for the MSK cluster (migration-standard-broker-src-cluster) on the Amazon MSK console, beneath View Shopper Info. You additionally must replace the producer.properties and shopper.properties information to replicate the bootstrap tackle of the usual dealer cluster.

sudo su - ec2-user

export BS_SRC=<<SOURCE_MSK_BOOTSTRAP_ADDRESS>>
sed -i "s/BOOTSTRAP_SERVERS_CONFIG=/BOOTSTRAP_SERVERS_CONFIG=${BS_SRC}/g" producer.properties 
sed -i "s/bootstrap.servers=/bootstrap.servers=${BS_SRC}/g" shopper.properties

Create a subject

Create a clickstream subject utilizing the next instructions:

/dwelling/ec2-user/kafka/bin/kafka-topics.sh --bootstrap-server=$BS_SRC 
--create --replication-factor 3 --partitions 3 
--topic clickstream 
--command-config=/dwelling/ec2-user/kafka/config/client_iam.properties

Produce and eat messages to and from the subject

Run the clickstream producer to generate occasions within the clickstream subject:

cd /dwelling/ec2-user/clickstream-producer-for-apache-kafka/

java -jar goal/KafkaClickstreamClient-1.0-SNAPSHOT.jar -t clickstream 
-pfp /dwelling/ec2-user/producer.properties -nt 8 -rf 3600 -iam 
-gsr -gsrr <<REGION>> -grn default-registry -gar

Open one other Session Supervisor occasion and from that shell, run the clickstream shopper to eat from the subject:

cd /dwelling/ec2-user/clickstream-consumer-for-apache-kafka/

java -jar goal/KafkaClickstreamConsumer-1.0-SNAPSHOT.jar -t clickstream 
-pfp /dwelling/ec2-user/shopper.properties -nt 3 -rf 3600 -iam 
-gsr -gsrr <<REGION>> -grn default-registry

Preserve the producer and shopper working. If not interrupted, the producer and shopper will run for 60 minutes earlier than it exits. The -rf parameter controls how lengthy the producer and shopper will run.

Create an MSK replicator

To create an MSK replicator, full the next steps:

  1. On the Amazon MSK console, select Replicators within the navigation pane.
  2. Select Create replicator.
  3. Within the Replicator particulars part, enter a reputation and optionally available description.

  1. Within the Supply cluster part, present the next data:
    1. For Cluster area, select us-east-1.
    2. For MSK cluster, enter the MSK cluster Amazon Useful resource Title (ARN) for the Customary dealer.

After the supply cluster is chosen, it robotically selects the subnets related to the first cluster and the safety group related to the supply cluster. You too can choose further safety teams.

Be sure that the safety teams have outbound guidelines to permit visitors to your cluster’s safety teams. Additionally guarantee that your cluster’s safety teams have inbound guidelines that settle for visitors from the replicator safety teams offered right here.

  1. Within the Goal cluster part, for MSK cluster¸ enter the MSK cluster ARN for the Categorical dealer.

After the goal cluster is chosen, it robotically selects the subnets related to the first cluster and the safety group related to the supply cluster. You too can choose further safety teams.

Now let’s present the replicator settings.

  1. Within the Replicator settings part, present the next data:
    1. For the aim of the instance, now we have stored the subjects to copy as a default worth that might replicate all subjects from main to secondary cluster.
    2. For Replicator beginning place, we configure it to copy from the earliest offset, in order that we are able to get all of the occasions from the beginning of the supply subjects.
    3. To configure the subject identify within the secondary cluster as similar to the first cluster, we choose Preserve the identical subject names for Copy settings. This makes positive that the MSK shoppers don’t want so as to add a prefix to the subject names.

    1. For this instance, we preserve the Client Group Replication setting as default (ensure it’s enabled to permit redirected shoppers resume processing knowledge from the final processed offset).
    2. We set Goal Compression sort as None.

The Amazon MSK console will robotically create the required IAM insurance policies. In the event you’re deploying utilizing the AWS Command Line Interface (AWS CLI), SDK, or AWS CloudFormation, it’s important to create the IAM coverage and use it as per your deployment course of.

  1. Select Create to create the replicator.

The method will take round 15–20 minutes to deploy the replicator. When the MSK replicator is working, this will likely be mirrored within the standing.

Monitor replication

When the MSK replicator is up and working, monitor the MessageLag metric. This metric signifies what number of messages are but to be replicated from the supply MSK cluster to the goal MSK cluster. The MessageLag metric ought to come all the way down to 0.

Migrate shoppers from supply to focus on cluster

When the MessageLag metric reaches 0, it signifies that every one messages have been replicated from the supply MSK cluster to the goal MSK cluster. At this stage, you’ll be able to lower over shopper purposes from the supply to the goal cluster. Earlier than initiating this step, affirm the well being of the goal cluster by reviewing the Amazon MSK metrics in Amazon CloudWatch and ensuring that the shopper purposes are functioning correctly. Then full the next steps:

  1. Cease the producers writing knowledge to the supply (outdated) cluster with Customary brokers and reconfigure them to write down to the goal (new) cluster with Categorical brokers.
  2. Earlier than migrating the customers, guarantee that the MaxOffsetLag metric for the customers has dropped to 0, confirming that they’ve processed all current knowledge within the supply cluster.
  3. When this situation is met, cease the customers and reconfigure them to learn from the goal cluster.

The offset lag occurs if the buyer is consuming slower than the speed the producer is producing knowledge. The flat line within the following metric visualization reveals that the producer has stopped producing to the supply cluster whereas the buyer hooked up to it continues to eat the prevailing knowledge and finally consumes all the info, due to this fact the metric goes to 0.

  1. Now you’ll be able to replace the bootstrap tackle in producer.properties and shopper.properties to level to the goal Categorical based mostly MSK cluster. You may get the bootstrap tackle for IAM authentication from the MSK cluster (migration-express-broker-dest-cluster) on the Amazon MSK console beneath View Shopper Info.
export BS_TGT=<<TARGET_MSK_BOOTSTRAP_ADDRESS>>
sed -i "s/BOOTSTRAP_SERVERS_CONFIG=.*/BOOTSTRAP_SERVERS_CONFIG=${BS_TGT}/g" producer.properties
sed -i "s/bootstrap.servers=.*/bootstrap.servers=${BS_TGT}/g" shopper.properties

  1. Run the clickstream producer to generate occasions within the clickstream subject:
cd /dwelling/ec2-user/clickstream-producer-for-apache-kafka/

java -jar goal/KafkaClickstreamClient-1.0-SNAPSHOT.jar -t clickstream 
-pfp /dwelling/ec2-user/producer.properties -nt 8 -rf 60 -iam 
-gsr -gsrr <<REGION>> -grn default-registry -gar

  1. In one other Session Supervisor occasion and from that shell, run the clickstream shopper to eat from the subject:
cd /dwelling/ec2-user/clickstream-consumer-for-apache-kafka/

java -jar goal/KafkaClickstreamConsumer-1.0-SNAPSHOT.jar -t clickstream 
-pfp /dwelling/ec2-user/shopper.properties -nt 3 -rf 60 -iam 
-gsr -gsrr <<REGION>> -grn default-registry

We are able to see that the producers and customers at the moment are producing and consuming to the goal Categorical based mostly MSK cluster. The producers and customers will run for 60 seconds earlier than they exit.

The next screenshot reveals producer-produced messages to the brand new Categorical based mostly MSK cluster for 60 seconds.

Migrate stateful purposes

Stateful purposes resembling Apache Spark and Apache Flink use their very own checkpointing mechanisms to retailer shopper offsets as an alternative of counting on Kafka’s shopper group offset mechanism. When migrating subjects from a supply cluster to a goal cluster, the Kafka offsets within the supply will differ from these within the goal. Because of this, migrating a stateful utility together with its state requires cautious consideration, as a result of the prevailing offsets are incompatible with the replicated goal cluster’s offsets. So, you could re-build the state once more by re-processing all of the replicated knowledge within the goal cluster.

Migrate Kafka Streams and KSQL purposes

Kafka Streams and KSQL purposes depend on inner subjects for execution. For instance, changelog subjects are used for state administration. It’s advisable to not replicate these inner changelog subjects to the goal MSK cluster. As a substitute, the Kafka Streams utility ought to be configured to begin from the earliest offset of the subjects within the goal cluster. This permits the state to be rebuilt. Nonetheless, this methodology ends in duplicate processing, as a result of all the info within the subject is reprocessed. Subsequently, the goal vacation spot (resembling a database) should be idempotent to deal with these duplicates successfully.

Categorical brokers don’t enable configuring section.bytes to optimize efficiency. Subsequently, the inner subjects should be manually created earlier than the Kafka Streams utility is migrated to the brand new Categorical based mostly cluster. For extra data, check with Utilizing Kafka Streams with MSK Categorical brokers and MSK Serverless.

Migrate Apache Spark purposes

Spark shops offsets in its checkpoint location, which ought to be a file system suitable with HDFS, resembling Amazon Easy Storage Service (Amazon S3). After migrating the Spark utility to the goal MSK cluster, you must take away the checkpoint location, inflicting the Spark utility to lose its state. To rebuild the state, configure the Spark utility to begin processing from the earliest offset of the supply subjects within the goal cluster. This can result in re-processing all the info from the beginning of the subject and due to this fact will generate duplicate knowledge. Consequently, the goal vacation spot (resembling a database) should be idempotent to successfully deal with these duplicates.

Migrate Apache Flink purposes

Flink shops shopper offsets throughout the state of its Kafka supply operator. When checkpoints are accomplished, the Kafka supply commits the present consuming offset to supply consistency between Flink’s checkpoint state and the offsets dedicated on Kafka brokers. In contrast to different techniques, Flink purposes don’t depend on the __consumer_offsets subject to trace offsets; as an alternative, they use the offsets saved in Flink’s state.

Throughout Flink utility migration, one method is to begin the applying with no Savepoint. This method discards your entire state and reverts to studying from the final dedicated offset of the buyer group. Nonetheless, this prevents the applying from precisely rebuilding the state of downstream Flink operators, resulting in discrepancies in computation outcomes. To handle this, you’ll be able to both keep away from replicating the buyer group of the Flink utility or assign a brand new shopper group to the applying when restarting it within the goal cluster. Moreover, configure the applying to begin studying from the earliest offset of the supply subjects. This allows re-processing all knowledge from the supply subjects and rebuilding the state. Nonetheless, this methodology will end in duplicate knowledge, so the goal system (resembling a database) should be idempotent to deal with these duplicates successfully.

Alternatively, you’ll be able to reset the state of the Kafka supply operator. Flink makes use of operator IDs (UIDs) to map the state to particular operators. When restarting the applying from a Savepoint, Flink matches the state to operators based mostly on their assigned IDs. It’s endorsed to assign a singular ID to every operator to allow seamless state restoration from Savepoints. To reset the state of the Kafka supply operator, change its operator ID. Passing the operator ID as a parameter in a configuration file can simplify this course of. Restart the Flink utility with parameter --allowNonRestoredState (if you’re working self-managed Flink). This can reset solely the state of the Kafka supply operator, leaving different operator states unaffected. Because of this, the Kafka supply operator resumes from the final dedicated offset of the buyer group, avoiding full reprocessing and state rebuilding. Though this would possibly nonetheless produce some duplicates within the output, it ends in no knowledge loss. This method is relevant solely when utilizing the DataStream API to construct Flink purposes.

Conclusion

Migrating from a Customary dealer MSK cluster to an Categorical dealer MSK cluster utilizing MSK Replicator gives a seamless, environment friendly transition with minimal downtime. By following the steps and methods mentioned on this put up, you’ll be able to reap the benefits of the high-performance, cost-effective advantages of Categorical brokers whereas sustaining knowledge consistency and utility uptime.

Able to optimize your Kafka infrastructure? Begin planning your migration to Amazon MSK Categorical brokers in the present day and expertise improved scalability, velocity, and reliability. For extra particulars, check with the Amazon MSK Developer Information.


Concerning the Writer

Subham Rakshit is a Senior Streaming Options Architect for Analytics at AWS based mostly within the UK. He works with clients to design and construct streaming architectures to allow them to get worth from analyzing their streaming knowledge. His two little daughters preserve him occupied more often than not outdoors work, and he loves fixing jigsaw puzzles with them. Join with him on LinkedIn.

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