Case study
Banking Systems Stayed Live Through an Upgrade for a Fintech in England
How SquareShift upgraded Elasticsearch, Kibana, and the Azure backup plugin across a 5-node cluster in one rolling pass, keeping cross-cluster replication and backups intact for a global fintech firm.
Book a session →
Client
A global financial-technology company in England that powers retail banking, transaction, lending, treasury, and capital-markets services for banks and financial institutions worldwide.
Industry
Financial Services
Services
Stack
Elasticsearch · Kibana · Azure Blob Storage · Cross-Cluster Replication (CCR)
How SquareShift delivered it.
The challenge
The client ran a 5-node Elasticsearch cluster with replication between a primary site and a disaster-recovery site. It needed to move to a newer software version without breaking that replication link or losing its Azure-based backups, in an environment where banking services can't afford downtime.
What we delivered
SquareShift planned the upgrade and rollback strategy before making any change in production, then executed it as a rolling pass across the 5-node cluster, one node at a time, rather than a single cutover. Need a rolling upgrade of your own? See our Elasticsearch upgrade services.
The outcome
Replication, the Azure backup connection, and the Kibana license setting were all explicitly checked and confirmed working after the upgrade, not just assumed to be fine. The rollback plan built for this upgrade is now ready to reuse for the next one.
An upgrade plan that only covers the happy path isn't a plan. Building the rollback before touching production is what let this run as a rolling pass instead of a maintenance window.
Platform & Software Engineering Practice Lead, SquareShift
