Elasticsearch notes: Difference between revisions

From Helpful
Jump to navigation Jump to search
 
(60 intermediate revisions by the same user not shown)
Line 1: Line 1:
{{#addbodyclass:tag_tech}}
{{search stuff}}
{{search stuff}}


==Choice side==
===Broad intro===
===Broad intro===
{{stub}}
{{stub}}
Line 28: Line 30:
It's not very hard to interface your own form with the API, though.
It's not very hard to interface your own form with the API, though.


===The major moving parts===
===Subscription model===
{{stub}}


'''When you're just installing it to try it out'''


====Some terminology====


{{stub}}
There is a perfectly free subset of ES (ES configured with a Basic license).
{{comment|(note that the core of this comes from the underlying lucene)}}


{{comment|(Note: before 6.3, the free license needed to be refreshed every year, now basic/free does not need an explicit license anymore?{{verify}})}}




'''mapping''' - basically a schema, telling ES of how to interpret each field
...but the '''default''' on most installs is ''not'' a Basic license, it's a 30-day trial license in which you get more features, presumably to entice you to buy the fuller product.
: e.g. mentions types
: if a field is not already defined in the mapping by you, it will adds fields as you mention them, with types guessed based on the first value it sees


If you know you want to stick with basic features, then you would
: explicitly switch to Basic license,
: disable some features (apparently many but not all X-pack things{{verify}})


'''field''' - a distinct thing in the mapping
...but if you didn't know that, this is annoying in the form of "automated install configured a trial license for me, but things just stopped working ''completely'' after 30 days and now I'm panicking", because it takes more than a little reading what you now need to disable and why. {{comment|(My logs showed "Elasticsearch Search and Analytics" -- which seemed to just be a confusing name for the machine learning and alerting stuff)}}
: (usually) indexed to be searchable
: (usually) fetchable
: (there are some field type variants - see below)


<!--
If not, you would get something like "Current license is non-compliant for search application and behavioral analytics. Current license is active basic license"
: refers to a feature it (confusingly) calls "Elasticsearch Search and Analytics", which is actually the machine learning and alerting stuff.
: either buy a license, or disabling those features:
xpack.ml.enabled: false
xpack.graph.enabled: false
xpack.watcher.enabled: false


'''document''' - individual search result.
: (f this is a "basic license or not?" situation there is more than this to disable)
: you can see it as the JSON you sent in, and/or as the part of that that got put into fields (and usually indexed) as specified by the mapping
-->
:: side note: ''most'' fields can have zero or more values in a document, though in a lot of practical cases it's practically just one, and in a few cases it's restricted to just one
: original JSON is also stored in _source


<!--
What is X-pack[https://www.elastic.co/guide/en/elasticsearch/reference/7.17/setup-xpack.html]?


An extension that groups
* "[https://www.elastic.co/guide/en/elasticsearch/reference/current/security-settings.html advanced security]" (meaning? TLS for whatever connects directly to the service?)
* [https://www.elastic.co/guide/en/elasticsearch/reference/7.17/monitoring-overview.html monitoring],
* [https://www.elastic.co/guide/en/elasticsearch/reference/current/ml-settings.html machine learning]
...and possibly a little more?


'''index'''
It ''used'' to be a closed-source set of extended features,
: if you squint, a grouping of documents - a collection you search as a whole
and is now open-sourced but still very still paid-for?
: you can have multiple indexes a per cluster (and may well want to)
: an index is divided into one or more shards, which is about replication in general and distribution in a cluster
:: (and shards are divided into segment files, which is more about how updating documents works)


trial for that[https://www.elastic.co/guide/en/kibana/7.17/managing-licenses.html])
:: is it optional?


{{comment|...and this is the point at which you can stop reading this section if you're just doing some experiments on one host. You ''will'' get to them once you if and when you need to scale to multiple hosts.}}
https://www.elastic.co/guide/en/elasticsearch/reference/7.17/setup-xpack.html


'''shard'''
: you typically split an index into a number of shards, e.g. to be able to do [[horizontal scaling]] onto nodes
: internally, each shard is a self-contained searchable thing. In the sense of the complete set of documents you fed in, this is just a ''portion'' of the overall thing we we call index here
: Shards come in two types: primary (the basic type), and replica.


'''segment''' - a shard consists of a number of segments (segments are individual files).
xpack.security.enabled  (in elasticsearch.yml)
: Each segment file is immutable (which eases a lot of management, means no blocking, eases parallelism, eases cacheing).
: defaults to true
: note that if you enable this, kibana needs some extra config to be able to connect


https://www.elastic.co/guide/en/elasticsearch/reference/current/security-settings.html


'''replica''' is an exact copy of a shard
: the point of replicas is robustness against node failure:
:: if you have two copies of every shard (and those copies are never on the same hardware), then one node can always drop out and search won't be missing anything
:: without duplication, node failure would mean missing a part of every index distributed onto it
: you could run without replicas to save some memory
: memory is unlikely to be much of your cloudy bill (something like ES is CPU and transfer hungry), so using replicas is typically worth it for long term stability




'''node''' - distinct ES server instance
This gets more complex when considering more varied ES features, and more of the ELK stack, because
: in larger clusters, it makes sense to have some nodes take on specific roles/jobs - [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/modules-node.html#node-roles this] discusses some of that
: some components are dual-licensed public + proprietary
: some components are proprietary only, most of which are paid-only ES features[https://www.elastic.co/subscriptions]  
:: though many of them are advanced / scale features that a lot of setups won't need.


'''cluster''' - a group of nodes, serving a set of indices created in it
: nodes must mention a shared ID to join a cluster


====Combined with====


In practice, people often pair it with...  {{comment|(see also "{{search|ELK stack}}")}}


* [https://www.elastic.co/kibana Kibana]
Apparently:
: Web UI, makes a bunch of inspection and monitoring easier, including a dashboard interface to ES
* Before 6.3,
: also seen in tutorials, there largely for its '''console''' interactively poking ES without writing code
: you will need a license - you can get a free basic license at https://register.elastic.co/
: itself pluggable, with ''bunch'' of optional things
:: note this is is a 1-year license and needs to be refreshed


* Since 6.3, Basic (free) does not need an explicit license


And, '''if you're not coding your own ingest''',
* [https://www.elastic.co/logstash Logstash] is log processing/aggregator and [https://github.com/logstash-plugins plugins] let it be flexible
: you ''can do'' all of that yourself, but logstash can do a lot of work for you, or ''at least'' be a quick start


* [https://www.elastic.co/beats/ Beats] - where logstash is a more generic, configurable thing, beats is a set of specific-purpose ingest scripts, e.g. for availability, log files, network traffic, linux system metrics, windows event log, cloud service metrics, [https://www.elastic.co/guide/en/beats/libbeat/current/beats-reference.html] - and a lot more contributed ones[https://www.elastic.co/guide/en/beats/libbeat/current/community-beats.html]
xpack.monitoring.collection.enabled
: e.g. [https://www.elastic.co/guide/en/beats/metricbeat/7.16/index.html metricbeat], which is stores ES metrics in ES
-->


'''In more serious installations'''


Around self-hosting there are two or three variants: Basic, platinum, and enterprise (Gold is gone?)
: Basic is perfectly good for smaller scale
: the differences between platinum and enterprise mostly matter once you do this on large scale [https://www.elastic.co/subscriptions]


===Licensing / subscriptions===
From an "I don't care about jargon and legalese" perspective,
{{stub}}
* you can get a managed cloudy thing - split into a few variants


From an "I don't care about jargon and legalese" perspective,
* or you can self-host - ''also'' split into a few variants (not quite the same?)
* there are two or three variants: Basic, platinum, and enterprise
: the differences between platinum and enterprise mostly matter once you do this on large scale [https://www.elastic.co/subscriptions]


* There is a perfectly free subset of ES, but it's not quite the default
===License details===
{{stub}}


<!--
There used to be entirely proprietary parts.{{verify}}


That is, ES configured with a Basic license is just that.
Many of those are now [[source-available]] ''but'' still only usable via a subscription,
{{comment|(Before 6.3 the free license needed to be refreshed every year, now basic/free does not need an explicit license anymore?{{verify}})}}
or taken elsewhere, without some legal implications.


But the default install sets up a 30-day trial license in which you get more features, to entice you to buy the fuller product.
So this is all more source-available rather than open source.


If you know you want to stick with basic features, then after this 30-day period (or earlier, if you know what you want)
you would
: not only need to switch to Basic license,
: but also disable some features (apparently all X-pack things{{verify}})


...but if you didn't know that, this is annoying in the form of "automated install configured a trial license for me, but things just stopped working ''completely'' after 30 days and now I'm panicking", because it takes more than a little reading what you now need to disable and why.


'''Core functionality versus lots of automatic niceness'''


There are a lot of features that you will care about running a large cluster,
and a business off it, and would ''absolutely'' want to pay for.


What is X-pack[https://www.elastic.co/guide/en/elasticsearch/reference/7.17/setup-xpack.html]?
...they you may not care about if you just want to add search to a hobby project.
An extension that groups
* "[https://www.elastic.co/guide/en/elasticsearch/reference/current/security-settings.html advanced security]" (meaning? TLS for whatever connects directly to the service?)
* [https://www.elastic.co/guide/en/elasticsearch/reference/7.17/monitoring-overview.html monitoring],
* [https://www.elastic.co/guide/en/elasticsearch/reference/current/ml-settings.html machine learning]
...and possibly a little more?




This is, understandably, tied into the licensing, and part of the proprietary/open mix.


<!--
X-pack apparently used to be a closed-source set of extended features, and is now open-sourced but still very still paid-for?


trial for that[https://www.elastic.co/guide/en/kibana/7.17/managing-licenses.html])
:: is it optional?


https://www.elastic.co/guide/en/elasticsearch/reference/7.17/setup-xpack.html
Broadly, a choice between
* SSPL (a more-viral, less-open variant of the AGPL)
* Elastic License - ''not'' open


So the free version cannot be used/sold as a services with the ES branding removed.


xpack.security.enabled  (in elasticsearch.yml)
This is related to....
: defaults to true
: note that if you enable this, kibana needs some extra config to be able to connect


https://www.elastic.co/guide/en/elasticsearch/reference/current/security-settings.html


'''Amazon kerfuffle'''


Around 2021, there was a lisence change from [[Apache2]] to [[SSPL]] - similar to [[AGPL]] but even more aggressive, so people don't quite considered it a free/open license anymore), seemingly aimed specifically at limiting Amazon selling it {{comment|(which just prompted{{verify}} Amazon to fork it into its own OpenSearch[https://en.wikipedia.org/wiki/OpenSearch_(software)] - the SSPL seems made for another such case, MongoDB, and similarly Amazon just forked to DocumentDB{{verify}})}}


This gets more complex when considering more varied ES features, and more of the ELK stack, because
-->
: some components are dual-licensed public + proprietary
: some components are proprietary only, most of which are paid-only ES features[https://www.elastic.co/subscriptions]
:: though many of them are advanced / scale features that a lot of setups won't need.


==Some implementation details you'd want to know==


There seems to have been a license change aimed specifically at limiting Amazon selling it, which just prompted{{verify}} Amazon to fork it into its own OpenSearch[https://en.wikipedia.org/wiki/OpenSearch_(software)].)
===The major moving parts===


====Some terminology====


{{stub}}
{{comment|(note that the core of this comes from the underlying lucene)}}




Apparently:
* Before 6.3,
: you will need a license - you can get a free basic license at https://register.elastic.co/
:: note this is is a 1-year license and needs to be refreshed


* Since 6.3, Basic (free) does not need an explicit license
'''mapping''' - basically a schema ([[data dictionary]] if you prefer), mostly to tell ES how to interpret fields of incoming documents
* e.g. mentions data types
* if a field is not already defined in the mapping by you, it will adds fields as you mention them, with types guessed based on the first value it sees




'''field''' - a distinct thing in the mapping
* (usually) indexed to be searchable
* (usually) fetchable
* (there are some field type variants - see below)


For example,
* "Current license is non-compliant for search application and behavioral analytics. Current license is active basic license"
: is a feature it (confusingly) calls "Elasticsearch Search and Analytics", which is the machine learning and alerting stuff.
: either buy a license, or disabling those features:
xpack.ml.enabled: false
xpack.graph.enabled: false
xpack.watcher.enabled: false
: (note that if this is a "basic license or not?" situation there is more than this to disable)


<!--
'''document''' - individual search result.
xpack.monitoring.collection.enabled
* you can see it as the JSON you sent in, and/or as the part of that that got put into fields (and usually indexed) as specified by the mapping
-->
:: side note: ''most'' fields can have zero or more values in a document, though in a lot of practical cases it's practically just one, and in a few cases it's restricted to just one
* original JSON is also stored in _source


===Indices===




====Fields, the mapping, field types====
'''index'''
{{stub}}
* if you squint, a grouping of documents - a collection you search as a whole
* you can have multiple indexes a per cluster (and may well want to)
* an index is divided into one or more shards, which is about replication in general and distribution in a cluster
:: (and shards are divided into segment files, which is more about how updating documents works)




Each '''regular field''' (there are others) gets its own behavior in terms of
{{comment|...and this is the point at which you can stop reading this section if you're just doing some experiments on one host. You ''will'' get to them once you if and when you need to scale to multiple hosts.}}
: whether it is stored and/or
: whether it is indexed
:: and if it is indexed, ''how'' it is handled in that process.


By default, ES picks up every part of the document.
'''shard'''
* you typically split an index into a number of shards, e.g. to be able to do [[horizontal scaling]] onto nodes
* internally, each shard is a self-contained searchable thing. In the sense of the complete set of documents you fed in, this is just a ''portion'' of the overall thing we we call index here
* Shards come in two types: primary (the basic type), and replica.


The content of each part of the document you send in can go towards multiple fields - or none at all - depending primarily on the mapping.
'''segment''' - a shard consists of a number of segments (segments are individual files).
* Each segment file is immutable (which eases a lot of management, means no blocking, eases parallelism, eases cacheing).


You can ignore fields (probably by mentioning the field in your mapping but setting "enabled": false, but ES can also do this, e.g. based on configuration like "values should never be bigger than X bytes").


{{comment|Note also that many fields can be considered to store ''arrays'' of values, and most searches will match if any of those match.}}
'''replica''' is an exact copy of a shard
* the point of replicas is robustness against node failure:
:: if you have two copies of every shard (and those copies are never on the same hardware), then one node can always drop out and search won't be missing anything
:: without duplication, node failure would mean missing a part of every index distributed onto it
* you could run without replicas to save some memory
* memory is unlikely to be much of your cloudy bill (something like ES is CPU and transfer hungry), so using replicas is typically worth it for long term stability




'''node''' - distinct ES server instance
* in larger clusters, it makes sense to have some nodes take on specific roles/jobs - [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/modules-node.html#node-roles this] discusses some of that


The '''mapping'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/mapping.html][https://www.elastic.co/blog/found-elasticsearch-mapping-introduction] is the thing that lists all fields in an index, mostly:
'''cluster''' - a group of nodes, serving a set of indices created in it
* name
* nodes must mention a shared ID to join a cluster
* data type(s)
* configured processing when new data comes in


'''Explicit mapping'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/explicit-mapping.html],
====Combined with====
amounts to specifying a mapping ''before'' you add documents.
This can be preferred when
* you want specific interpretations of some fields (e.g. identifier that shouldn't be parsed as text, an IP address, a date), and/or
* you want specific features (e.g. {{inlinecode|flattened}}, {{inlinecode|join}}, {{inlinecode|search_as_you_type}})


'''Dynamic mapping'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/dynamic-mapping.html] is (like '[[schemaless]]') a nice name for
In practice, people often pair ES with...   {{comment|(see also "{{search|ELK stack}}")}}
: "I didn't set a mapping for a field, so am counting on ES guessing right based on the first value it sees"
: if you're mainly handling text, this usually does the right or at least a very sane thing.


* [https://www.elastic.co/kibana Kibana]
:: Web UI, makes a bunch of inspection and monitoring easier, including a dashboard interface to ES
:: also seen in tutorials, there largely for its '''console''' interactively poking ES without writing code
:: itself pluggable, with ''bunch'' of optional things




{{inlinecode|[https://www.elastic.co/guide/en/elasticsearch/reference/current/dynamic.html#dynamic-parameters dynamic-parameters]}} allows a little more variation of that:
And, '''if you're not coding all your own ingest''',
: '''true''' - unknown fields are automatically added to the mapping as regular fields (indexed) -- the default just described
* [https://www.elastic.co/logstash Logstash] is log processing/aggregator (and [https://github.com/logstash-plugins plugins] let it be flexible)
:: it'll mostly end up with boolean, float, long, or text/keyword
:: you ''can do'' all of that yourself, but logstash can do a lot of work for you, or ''at least'' be a quick start
: '''runtime''' - unknown fields are automatically added to the mapping as ''runtime'' fields (not indexed)
: '''false''' - unknown fields are ignored
: '''strict''' - unknown fields mean the document is rejected


Note that
* [https://www.elastic.co/beats/ Beats] - where logstash is a more generic, configurable thing, beats is a set of specific-purpose ingest scripts,
:: e.g. for availability, log files, network traffic, linux system metrics, windows event log, cloud service metrics, [https://www.elastic.co/guide/en/beats/libbeat/current/beats-reference.html]
:: and a lot more contributed ones[https://www.elastic.co/guide/en/beats/libbeat/current/community-beats.html]
:: e.g. [https://www.elastic.co/guide/en/beats/metricbeat/7.16/index.html metricbeat], which is stores ES metrics in ES


* with {{inlinecode|true}} and {{inlinecode|runtime}}, the created field's type is based on the communicated-JSON's type - see [https://www.elastic.co/guide/en/elasticsearch/reference/current/dynamic-field-mapping.html this table]
===Indices===
{{stub}}


* {{inlinecode|runtime}} and {{inlinecode|dynamic}} will
====Fields, the mapping, field types====
** try to detect whether text seems to be a date[https://www.elastic.co/guide/en/elasticsearch/reference/current/dynamic-field-mapping.html#date-detection] (apparently if it follows a specific configured date template{{verify}})
** optionally detect numbers[https://www.elastic.co/guide/en/elasticsearch/reference/current/dynamic-field-mapping.html#numeric-detection] (and whether they are reals or integers), but this is disabled by default - probably because it's much less error-prone to control this yourself.


* You can also alter mappings later - see [https://www.elastic.co/guide/en/elasticsearch/reference/current/indices-put-mapping.html]
By default, ES picks up every part of the incoming JSON document, but you can configure it
:: but this comes with some restrictions/requirements/footnotes
* to have parts go towards multiple fields
* to have parts go to no field at all
:: for ''all'' documents based on your mapping having a field but setting "enabled": false,
:: from other behaviour, such as "values should never be bigger than X bytes" config on a field


* dynamic-parameters is normally set per index{{verify}} and inherited, but you ''can'' be more precise about it
{{comment|Note that in terms of the index, a document can have multiple values for a field. So fields can be considered to store ''arrays'' of values, and most searches will match if any of those match.}}




Each '''regular field''' (there are others) gets its own behavior in terms of
: whether it is stored and/or
: whether it is indexed
:: if indexed, ''how'' it is transformed before going into the index


{{comment|(For contrast and completeness, a '''runtime field'', is evaluated at runtime, and not indexed or in the _source.
[https://www.elastic.co/guide/en/elasticsearch/reference/current/runtime.html].  This can be handy for certain calculated data that you won't search on, or to experiment with fields you'll later make regular fields{{verify}})}}




'''Text-like field types'''


The documentation makes a point of a split into
The '''mapping'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/mapping.html][https://www.elastic.co/blog/found-elasticsearch-mapping-introduction] is the thing that lists all fields in an index, mostly:
* '''''text family'''''[https://www.elastic.co/guide/en/elasticsearch/reference/current/text.html] - text, match_only_text
* name
* '''''keyword family'''''[https://www.elastic.co/guide/en/elasticsearch/reference/current/keyword.html#wildcard-field-type] - keyword, constant_keyword, wildcard
* data type(s)
* ...and it seems that e.g. search-as-you-type are considered miscellaneous
* configured processing when new data comes in


'''Explicit mapping'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/explicit-mapping.html],
amounts to specifying a mapping ''before'' you add documents.
This can be preferred when
* you want specific interpretations of some fields (e.g. identifier that shouldn't be parsed as text, an IP address, a date), and/or
* you want specific features (e.g. {{inlinecode|flattened}}, {{inlinecode|join}}, {{inlinecode|search_as_you_type}})


* '''{{inlinecode|text}}'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/text.html] {{comment|(previously known as {{inlinecode|string analysed}})}}
'''Dynamic mapping'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/dynamic-mapping.html] is (like '[[schemaless]]') a nice name for
: flexible search of free-form text, analysis can will transform it before indexing (you probably want to know how - see e.g. [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/analysis.html analysis])
: "I didn't set a mapping for a field, so am counting on ES guessing right based on the first value it sees"
: no aggregations
: if you're mainly handling text, this usually does the right or at least a very sane thing.  
: no sorting


* '''{{inlinecode|keyword}}'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/keyword.html] {{comment|(previously known as {{inlinecode|string not_analysed}})}}
: structured content (exact search only?), e.g. identifiers, a small/known set of tags, also things like emails, hostnames, zip code, etc.
: should be a little faster to match (if only because of smaller index size){{verify}}
: allows sorting
: allows aggregation
: can make makes sense for serial numbers/IDs, tags - even if they ''look'' like numbers, you will probably only ever search them up as text equality (compared to storing those as a number, keyword may be a little larger yet also saves some index complexity necessary for numeric-range search)


* {{inlinecode|constant_keyword}} [https://www.elastic.co/guide/en/elasticsearch/reference/current/keyword.html#constant-keyword-field-type] - all documents in the index have the same value
:: e.g. when you send each log file to its own index, this might assist some combining queries {{verify}}


* {{inlinecode|wildcard}} - [https://www.elastic.co/guide/en/elasticsearch/reference/current/keyword.html#wildcard-field-type]
{{inlinecode|[https://www.elastic.co/guide/en/elasticsearch/reference/current/dynamic.html#dynamic-parameters dynamic-parameters]}} allows a little more variation of that:
:: assists [https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-wildcard-query.html wildcard] and [https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-regexp-query.html regexp] queries
: '''true''' - unknown fields are automatically added to the mapping as regular fields (indexed) -- the default just described
:: it'll mostly end up with boolean, float, long, or text/keyword
: '''runtime''' - unknown fields are automatically added to the mapping as ''runtime'' fields (not indexed)
: '''false''' - unknown fields are ignored
: '''strict''' - unknown fields mean the document is rejected


* '''search_as_you_type'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-as-you-type.html]
Note that
: fast for prefix (match at start) and infix (terms within) matches
: mainly for autocompletion of queries, but could work for other shortish things (if not short, the index for this will be large)
: n-gram style, can have larger n (but costs in terms of index size, so only useful if you usually want many-token matches?)
: kept in memory, costly to build


* with {{inlinecode|true}} and {{inlinecode|runtime}}, the created field's type is based on the communicated-JSON's type - see [https://www.elastic.co/guide/en/elasticsearch/reference/current/dynamic-field-mapping.html this table]


Further notes:
* {{inlinecode|runtime}} and {{inlinecode|dynamic}} will
* it seems that fields that are dynamically added to the mapping and detected as text will get two indexed fields: a free-form text one, and keyword with ignore_above of 256
** try to detect whether text seems to be a date[https://www.elastic.co/guide/en/elasticsearch/reference/current/dynamic-field-mapping.html#date-detection] (apparently if it follows a specific configured date template{{verify}})
:: this is useful if you don't know what it will be used for
** optionally detect numbers[https://www.elastic.co/guide/en/elasticsearch/reference/current/dynamic-field-mapping.html#numeric-detection] (and whether they are reals or integers), but this is disabled by default - probably because it's much less error-prone to control this yourself.
:: but for e.g. identifiers it's pointless to also tokenize it
:: and for free-form text it will probably do very little -- that is, for all but short documents it ends up _ignored. {{comment|(It's a clever edge-caes trick to deal with cases where the only value is actually something other than text, and is ''otherwise'' almost free)}}
:: separately, some things you may wish to not index/serch on, but still store it so you can report it as part of a hit


* You can also alter mappings later - see [https://www.elastic.co/guide/en/elasticsearch/reference/current/indices-put-mapping.html]
:: but this comes with some restrictions/requirements/footnotes


* dynamic-parameters is normally set per index{{verify}} and inherited, but you ''can'' be more precise about it


'''Data-like field types (primitives)''':
* '''boolean'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/boolean.html]


* '''numbers''': [https://www.elastic.co/guide/en/elasticsearch/reference/current/number.html]
** '''byte''', '''short''', '''integer''', '''long''', '''unsigned_long'''
** '''float''', '''double''', '''half_float''', '''scaled_float'''
:: allows range queries


* and, arguably, keyword (see above)


=====Text-like field types=====


'''Data-like fields (specifics but text-like)''':
The documentation makes a point of a split into
* '''date''' [https://www.elastic.co/guide/en/elasticsearch/reference/current/date.html]
* '''''text family'''''[https://www.elastic.co/guide/en/elasticsearch/reference/current/text.html] - text, match_only_text
:: (internally milliseconds since epoch (UTC)
* '''''keyword family'''''[https://www.elastic.co/guide/en/elasticsearch/reference/current/keyword.html#wildcard-field-type] - keyword, constant_keyword, wildcard
* ...and it seems that e.g. search-as-you-type are considered miscellaneous


* '''date_nanos''' [https://www.elastic.co/guide/en/elasticsearch/reference/current/date_nanos.html]


* '''version''' - text that represents semantic versioning
* '''{{inlinecode|text}}'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/text.html] {{comment|(previously known as {{inlinecode|string analysed}})}}
:: mostly for sortability?
: flexible search of free-form text, analysis can will transform it before indexing (you probably want to know how - see e.g. [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/analysis.html analysis])
: no aggregations
: no sorting


* '''ip''' - IPv4 and IPv6 addresses
* '''[https://www.elastic.co/guide/en/elasticsearch/reference/current/keyword.html{{inlinecode|keyword}}]''' {{comment|(previously known as {{inlinecode|string not_analysed}})}}
:: allows things like subnet searches ([[CIDR]] style)
: structured content (exact search only?), e.g. identifiers, a small/known set of tags, also things like emails, hostnames, zip code, etc.
: should be a little faster to match (if only because of smaller index size){{verify}}
: allows sorting
: allows aggregation
: can make makes sense for serial numbers/IDs, tags - even if they ''look'' like numbers, you will probably only ever search them up as text equality (compared to storing those as a number, keyword may be a little larger yet also saves some index complexity necessary for numeric-range search)


* '''geospatial''' - points and shapes [https://www.elastic.co/guide/en/elasticsearch/reference/current/geo-point.html]
* [https://www.elastic.co/guide/en/elasticsearch/reference/current/keyword.html#constant-keyword-field-type{{inlinecode|constant_keyword}}] - all documents in the index have the same value
:: including distance and overlap
:: e.g. when you send each log file to its own index, this might assist some combining queries {{verify}}
 
* [https://www.elastic.co/guide/en/elasticsearch/reference/current/keyword.html#wildcard-field-type {{inlinecode|wildcard}}]
:: assists [https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-wildcard-query.html wildcard] and [https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-regexp-query.html regexp] queries


* [https://www.elastic.co/guide/en/elasticsearch/reference/current/search-as-you-type.html '''{{inlinecode|search_as_you_type}}''']
: fast for prefix (match at start) and infix (terms within) matches
: mainly for autocompletion of queries, but could work for other shortish things (if not short, the index for this will be large)
: n-gram style, can have larger n (but costs in terms of index size, so only useful if you usually want many-token matches?)
: kept in memory, costly to build


Different way of treating JSON as transferred
* '''object'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/object.html] -
:: each subfield is separately mapped and indexed, with names based on the nesting dot notation, see e.g. the linked example


* '''flattened'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/flattened.html]
Further notes:
:: takes the JSON object and indexes it as one single thing (basically an array of its values combined)
* it seems that fields that are dynamically added to the mapping and detected as text will get two indexed fields: a free-form text one, and keyword with ignore_above of 256
:: this is useful if you don't know what it will be used for
:: but for e.g. identifiers it's pointless to also tokenize it
:: and for free-form text it will probably do very little -- that is, for all but short documents it ends up _ignored. {{comment|(It's a clever edge-caes trick to deal with cases where the only value is actually something other than text, and is ''otherwise'' almost free)}}
:: separately, some things you may wish to not index/serch on, but still store it so you can report it as part of a hit


* '''nested'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/nested.html]  basically a variant of object that allows some field indexability


=====Data-like field types=====




Other stuff
'''Primitives''':
* '''binary'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/binary.html]
:: not searchable
:: not stored (by default) - which makes sense. A search index is not a blob store
:: seems to be there for the possibility of some plugin extracting text to index?{{verify}} or fishing it out of _source?{{verify}}


* [https://www.elastic.co/guide/en/elasticsearch/reference/current/boolean.html '''{{inlinecode|boolean}}''']


* '''join'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/parent-join.html]
* [https://www.elastic.co/guide/en/elasticsearch/reference/current/number.html '''{{inlinecode|numbers}}''']:
:: relations to other documents, by id{{verify}}
** '''byte''', '''short''', '''integer''', '''long''', '''unsigned_long'''
:: seems to mean query-time lookups, so
** '''float''', '''double''', '''half_float''', '''scaled_float'''
::: you could get some basic lookups for much cheaper than separate requests
:: allows range queries
::: at the same time, you can make things ''slower'' by doing unnecessary and/or multiple levels of lookups (if you need relational, a relational database is better at that)


* and, arguably, keyword (see above)


'''token_count'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/token-count.html]
: stored as an integer, but takes text, analyses it into tokens, then counts the number of tokens
: seems intended to be used via multi-field, to also get the length of text


'''Specific, text-like''':


'''dense_vector'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/dense-vector.html] (of floats by defaults, byte also possible)
* '''[https://www.elastic.co/guide/en/elasticsearch/reference/current/date.html {{inlinecode|date}}]'''
: if indexes, you can use these for knn searches[https://www.elastic.co/guide/en/elasticsearch/reference/current/knn-search.html]
:: (internally milliseconds since epoch (UTC)


* '''[https://www.elastic.co/guide/en/elasticsearch/reference/current/date_nanos.html {{inlinecode|date_nanos}}'''


<!--
* '''version''' - text that represents semantic versioning
'''rank_feature'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/rank-feature.html]
:: mostly for sortability?
: basically a number usable to boosts a document in ''any'' search{{verify}}
: used with [https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-rank-feature-query.html rank_features] queries


'''rank_features'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/rank-features.html]
* '''ip''' - IPv4 and IPv6 addresses
:  
:: allows things like subnet searches ([[CIDR]] style)


* '''geospatial''' - points and shapes [https://www.elastic.co/guide/en/elasticsearch/reference/current/geo-point.html]
:: including distance and overlap


'''histogram'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/histogram.html]
: a length-matched pair of {{inlinecode|values}} (double) and counts (integer)
: not indexed
: (so) seems mostly useful as pre-aggregated data, and usable by only some aggregation functions




'''Different way of treating JSON as transferred''':


'''percolator'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/percolator.html]
* '''object'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/object.html] -
:  
:: each subfield is separately mapped and indexed, with names based on the nesting dot notation, see e.g. the linked example


'''sparse_vector'''[https://www.elastic.co/guide/en/elasticsearch/reference/7.17/sparse-vector.html]
* '''flattened'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/flattened.html]
: usable for scoring
:: takes the JSON object and indexes it as one single thing (basically an array of its values combined)
: deprecated
-->


====Managing indices (and thinking about shards and segments)====
* '''nested'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/nested.html]  basically a variant of object that allows some field indexability
{{stub}}


Remember that shards are made of segments, and segments are immutable.


ES collects changes in memory, and only occasionally dumps that that into a new segment file.
: (this is why documents are not ''immediately'' searchable and we call it [https://www.elastic.co/guide/en/elasticsearch/reference/current/near-real-time.html ''near''-realtime])


'''Refresh''' - is that act of writing to a new segment
'''Other stuff''':
: also helps updates not be blocking - existing segments are searched, new one once they're done
 
* '''binary'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/binary.html]
:: not searchable
:: not stored (by default) - which makes sense. A search index is not a blob store
:: seems to be there for the possibility of some plugin extracting text to index?{{verify}} or fishing it out of _source?{{verify}}


'''Merge''' refers to how smaller segments are periodically consolidated into fewer files, [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/index-modules-merge.html]
: also the only way that delete operations actually flush (remember, segments are immutable).


* '''join'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/parent-join.html]
:: relations to other documents, by id{{verify}}
:: seems to mean query-time lookups, so
::: you could get some basic lookups for much cheaper than separate requests
::: at the same time, you can make things ''slower'' by doing unnecessary and/or multiple levels of lookups (if you need relational, a relational database is better at that)




Refresh interval is 1s by default, but various setups may want that larger - it's a set of tradeoffs
'''token_count'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/token-count.html]
* Refresh can be too quick in that the overhead of refresh would dominate, and less work is spent actually doing useful things (and be a little pricier in pay-per-CPU-use cloudiness)
: stored as an integer, but takes text, analyses it into tokens, then counts the number of tokens
: seems intended to be used via multi-field, to also get the length of text


* Refresh can also be too slow both in that
** new results take a ''long'' time to show up
** the heavier load, and large new segments, could make fore more irregular response times


The default is 1s. Large setups might increase that up to the order of 30s.
'''dense_vector'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/dense-vector.html] (of floats by defaults, byte also possible)
: if indexes, you can use these for knn searches[https://www.elastic.co/guide/en/elasticsearch/reference/current/knn-search.html]


(more in the tradeoffs below)


<!--
'''rank_feature'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/rank-feature.html]
: basically a number usable to boosts a document in ''any'' search{{verify}}
: used with [https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-rank-feature-query.html rank_features] queries


----
'''rank_features'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/rank-features.html]
:




'''index lifecycle management''' (ILM) lets you do slightly higher-level management like
'''histogram'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/histogram.html]
* create a new index when one grows too large
: a length-matched pair of {{inlinecode|values}} (double) and counts (integer)
* do things like creating an index per time interval
: not indexed
: (so) seems mostly useful as pre-aggregated data, and usable by only some aggregation functions


Both can help get the granularity you want when it comes to
backing them up,
duplicating them, retiring them to adhere to data retention standards.




'''percolator'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/percolator.html]
:


https://www.elastic.co/guide/en/elasticsearch/reference/7.16/index-lifecycle-management.html
'''sparse_vector'''[https://www.elastic.co/guide/en/elasticsearch/reference/7.17/sparse-vector.html]
: usable for scoring
: deprecated
-->


====Managing indices (and thinking about shards and segments)====
{{stub}}


Remember that shards are made of segments, and segments are immutable.


ES collects changes in memory, and only occasionally dumps that that into a new segment file.
: (this is why documents are not ''immediately'' searchable and we call it [https://www.elastic.co/guide/en/elasticsearch/reference/current/near-real-time.html ''near''-realtime])


'''Refresh''' - is that act of writing to a new segment
: also helps updates not be blocking - existing segments are searched, new one once they're done
'''Merge''' refers to how smaller segments are periodically consolidated into fewer files, [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/index-modules-merge.html]
: also the only way that delete operations actually flush (remember, segments are immutable).




Also on the topic: a '''reindex''' basically means "read data, delete data in ES, ingest again".
: You would not generally want this over a merge.
: It's mainly useful when you make structural schema changes, and you want to ensure the data uniformly conforms to that.


https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-reindex.html
Refresh interval is 1s by default, but various setups may want that larger - it's a set of tradeoffs
* Refresh can be too quick in that the overhead of refresh would dominate, and less work is spent actually doing useful things (and be a little pricier in pay-per-CPU-use cloudiness)


====other field types====
* Refresh can also be too slow both in that
** new results take a ''long'' time to show up
** the heavier load, and large new segments, could make fore more irregular response times


'''multi-fields'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/multi-fields.html]
The default is 1s. Large setups might increase that up to the order of 30s.
let you specify that one thing in your JSON should be picked up towards multiple fields.
* e.g. a city name
** as a keyword, for exact match, sorting and aggregation
** and towards the overall text search, via an analyser


* text as a searchable thing, and also store its length via token_count
(more in the tradeoffs below)




----




'''index lifecycle management''' (ILM) lets you do slightly higher-level management like
* create a new index when one grows too large
* do things like creating an index per time interval
Both can help get the granularity you want when it comes to
backing them up,
duplicating them, retiring them to adhere to data retention standards.


'''runtime fields''' [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/runtime.html]
: mostly about query time - not part of the index (so won’t display in _source)
: just calculated as part of the response
: can be defined in the mapping, or in an individual query
: (seem to be a refinement of script fields?)
: easy to add and remove to a mapping (because there is no backing storage for them)
<!--
: when to use them?
:: on-the-fly aggregations, filtering, and sorting
::: ...on fields you rarely do that on. Things you search and filter all the time should probably be indexed
-->
: https://www.elastic.co/guide/en/elasticsearch/reference/current/runtime.html
: https://www.elastic.co/blog/getting-started-with-elasticsearch-runtime-fields




: you can search specific indices (comma separated names, or _all), or just one - sometimes useful
https://www.elastic.co/guide/en/elasticsearch/reference/7.16/index-lifecycle-management.html






'''Metadata fields''' (that is, those other than e.g. the fields from your document, and runtime/script fields)


* '''{{inlinecode|_id}}''' - document's ID


* '''{{inlinecode|_type}}''' - document's mapping type
: deprecated


* '''{{inlinecode|_index}}''' - index that the document is in
Also on the topic: a '''reindex''' basically means "read data, delete data in ES, ingest again".
: You would not generally want this over a merge.
: It's mainly useful when you make structural schema changes, and you want to ensure the data uniformly conforms to that.


* '''{{inlinecode|_source}}'''[https://www.elastic.co/guide/en/elasticsearch/reference/7.16/mapping-source-field.html]
https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-reindex.html
: is the original JSON that indexing got
:: note that everything needs to be indexed
:: this 'original document' is also used in update and reindex operations
::: so while you can ask it to not store _source at all, that disables such operations
:: that original submission can be handy for debug
:: that original submission can be core functionality for your app in a "we found it by the index, now we give you the actual document" way
: you can filter what parts of _source are actually sent in search results - see [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/search-fields.html#source-filtering source filtering]


* '''{{inlinecode|_size}}''' - byte size of _source
====other field types====


'''multi-fields'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/multi-fields.html]
let you specify that one thing in your JSON should be picked up towards multiple fields.
* e.g. a city name
** as a keyword, for exact match, sorting and aggregation
** and towards the overall text search, via an analyser


* '''{{inlinecode|_ignored}}''' - fields in a document that indexing ignored for any reason - see
* text as a searchable thing, and also store its length via token_count


https://www.elastic.co/guide/en/elasticsearch/reference/7.16/mapping-fields.html others




====More on indexing====
{{stub}}




 
'''runtime fields''' [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/runtime.html]
The [https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-bulk.html bulk API] ''could'' be used for all CRUD operations,  
: mostly about query time - not part of the index (so won’t display in _source)
but in practice is probably ''mostly'' used for indexing.
: just calculated as part of the response
 
: can be defined in the mapping, or in an individual query
 
: (seem to be a refinement of script fields?)
=====Do bulk adds where possible=====
: easy to add and remove to a mapping (because there is no backing storage for them)
 
<!--
While you can do individual adds, doing bunches together reduces overheads,
: when to use them?
and can make refreshes more efficient as well,
:: on-the-fly aggregations, filtering, and sorting
largely relating to the refresh interval.
::: ...on fields you rarely do that on. Things you search and filter all the time should probably be indexed
-->
: https://www.elastic.co/guide/en/elasticsearch/reference/current/runtime.html
: https://www.elastic.co/blog/getting-started-with-elasticsearch-runtime-fields




However, keep in mind that if some part of a bulk operations fails, you need to notice, and deal with that correctly.
: you can search specific indices (comma separated names, or _all), or just one - sometimes useful






=====Missing data=====
'''Metadata fields''' (that is, those other than e.g. the fields from your document, and runtime/script fields)


Setting a field to null (or an array of nulls, or an empty array) means it is not added to the index.
* '''{{inlinecode|_id}}''' - document's ID


Sounds obvious, but do a mental check that "that field can not be matched in a lot of searches"
* '''{{inlinecode|_type}}''' - document's mapping type
(except for missing, must_not exists, and such{{verify}}) is the behaviour you intend.
: deprecated


Note that it also affects aggregation on the relevant fields, and some other details.
* '''{{inlinecode|_index}}''' - index that the document is in


* '''{{inlinecode|_source}}'''[https://www.elastic.co/guide/en/elasticsearch/reference/7.16/mapping-source-field.html]
: is the original JSON that indexing got
:: note that everything needs to be indexed
:: this 'original document' is also used in update and reindex operations
::: so while you can ask it to not store _source at all, that disables such operations
:: that original submission can be handy for debug
:: that original submission can be core functionality for your app in a "we found it by the index, now we give you the actual document" way
: you can filter what parts of _source are actually sent in search results - see [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/search-fields.html#source-filtering source filtering]


 
* '''{{inlinecode|_size}}''' - byte size of _source
=====Ignoring data and fields=====
 
Field values may be ignored for varied reasons, including:
* use of [https://www.elastic.co/guide/en/elasticsearch/reference/current/ignore-malformed.html ignore_malformed]
:: by default, using a type that can't be converted means the entire '''rejects the document''' add/update operation
::: though note that in bulk updates it only considers that one operation failed, and will report a partial success
:: if you set {{inlinecode|ignore_malformed}}[https://www.elastic.co/guide/en/elasticsearch/reference/current/ignore-malformed.html], it will instead reject only bad values, and process the rest normally




* [https://www.elastic.co/guide/en/elasticsearch/reference/current/ignore-above.html ignore_above] (on keyword fields)
* '''{{inlinecode|_ignored}}''' - fields in a document that indexing ignored for any reason - see


https://www.elastic.co/guide/en/elasticsearch/reference/7.16/mapping-fields.html others


You can search for documents where this happened ''at all'' {{comment|(you'd probably do that for debug reasons)}} with a query like
"query":{ "exists":{"field":"_ignored"} }


====More on indexing====
{{stub}}






<!--
The [https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-bulk.html bulk API] ''could'' be used for all CRUD operations,
Values like NaN are not supported (by the JSON parser?)
but in practice is probably ''mostly'' used for indexing.




If you're working from e.g. pandas, you have some extra RTFMing to do for processing on ''that'' side, because it's e.g. likely to add NaN in text (object) fields to have NA, and you'll have to filter those out before feeding it to ES.
=====Bulk adds help performance=====


res = df.apply(lambda x: x.fillna(0) if x.dtype.kind in 'biufc' else x.fillna('.'))
While you can do individual adds, doing bunches together reduces overheads,
and can make refreshes more efficient as well -- largely relating to the refresh interval.


-->


=====Text processing=====
However, keep in mind that if some part of a bulk operations fails, you need to notice, and deal with that correctly.


You want curacao to match Curaçao? Want fishes to match fish?
=====Missing data=====


To computers those are different characters and different strings,
Setting a field to null (or an array of nulls, or an empty array) means it is not added to the index.
whether such variations are semantically equivalent, or close enough to be fuzzy with, and ''how'', might vary per language.


Sounds obvious, but do a mental check that "that field can not be matched in a lot of searches"
(except for missing, must_not exists, and such{{verify}}) is the behaviour you intend.


Analysers represent relatively simple processing that helps, among other things, normalize data (and implicity the later query) for such fuzziness.
Note that it also affects aggregation on the relevant fields, and some other details.




<!--
"Can't I do this myself?"


Sure. Note that the the _source will now contain your own normalization, so if you also report data (e.g. fulltext) out of ES, that will now not be original.
=====Ignoring data and fields=====
-->


Field values may be ignored for varied reasons, including:
* use of [https://www.elastic.co/guide/en/elasticsearch/reference/current/ignore-malformed.html ignore_malformed]
:: by default, using a type that can't be converted means the entire '''rejects the document''' add/update operation
::: though note that in bulk updates it only considers that one operation failed, and will report a partial success
:: if you set {{inlinecode|ignore_malformed}}[https://www.elastic.co/guide/en/elasticsearch/reference/current/ignore-malformed.html], it will instead reject only bad values, and process the rest normally




* [https://www.elastic.co/guide/en/elasticsearch/reference/current/ignore-above.html ignore_above] (on keyword fields)


An ''analyzer'' is a combination of
* a ''character filter''
* a ''tokenizer''
* a ''token filter''
(a normalizer seems to be an analyzer without a tokenizer - so practically mainly a character filter (can also have a token filter but this is probably not so useful)


'''Analyzers''' takes text, and applies a combination of character filters, tokenizer, and token filters, usually to the end of
You can search for documents where this happened ''at all'' {{comment|(you'd probably do that for debug reasons)}} with a query like
* split it into tokens (e.g. words)
"query":{ "exists":{"field":"_ignored"} }
* stripping out things (e.g symbols and punctuation)
* normalize (e.g. lowercasing)




There are '''built-in analyzers''' to cover a lot of basic text search needs


* {{inlinecode|[https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-standard-analyzer.html standard]}} (the default if you don't specify one)
** lowercases
** splits using [[Unicode Text Segmentation]] (for english is mostly splitting on spaces and punctuation, but is better behaved default for some other languages) and lowercases
** removes most punctuation,
** can remove stop words (by default does not)


* [https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-lang-analyzer.html language-specific analysers] - currently arabic, armenian, basque, bengali, brazilian, bulgarian, catalan, cjk, czech, danish, dutch, english, estonian, finnish, french, galician, german, greek, hindi, hungarian, indonesian, irish, italian, latvian, lithuanian, norwegian, persian, portuguese, romanian, russian, sorani, spanish, swedish, turkish, and thai.
<!--
:: details vary
Values like NaN are not supported (by the JSON parser?)
:: can remove stopwords
:: can apply stemming (and take a list of exception cases to those stemming rules)


* {{inlinecode|[https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-simple-analyzer.html simple]}}
:: no lowercasing
:: splits on non-letters


* {{inlinecode|[https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-stop-analyzer.html stop]}} - simple plus stopword removal, so
If you're working from e.g. pandas, you have some extra RTFMing to do for processing on ''that'' side, because it's e.g. likely to add NaN in text (object) fields to have NA, and you'll have to filter those out before feeding it to ES.
:: no lowercasing
:: splits on non-letters
:: can remove stopwords


* {{inlinecode|[https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-pattern-analyzer.html pattern]}} - splits by regexp
res = df.apply(lambda x: x.fillna(0) if x.dtype.kind in 'biufc' else x.fillna('.'))
:: can lowercase
:: can remove stopwords


* {{inlinecode|[https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-whitespace-analyzer.html whitespace]}}
-->
:: no lowercasing
:: splits on whitespace


* {{inlinecode|[https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-fingerprint-analyzer.html keyword]}} - does nothing, outputs what it was given
=====Text processing=====


* [https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-fingerprint-analyzer.html fingerprint]
Do you want ''curacao'' to match ''Curaçao''?
:: reduces text in a way that helps detect duplicates, see something like [https://openrefine.org/docs/technical-reference/clustering-in-depth]


Do you want ''fishes'' to match ''fish''?




https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-analyzers.html
To computers those are different characters and different strings,
whether such variations are semantically equivalent, or close enough to be fuzzy with, and ''how'', might vary per language.


===Data streams===


<!--
Analysers represent relatively simple processing that helps, among other things, normalize data (and implicitly also the later query) for such fuzziness.


When you start to do metrics, and daily analytics, you append all the time.


Your data ''amounts'' to a timeseries, and storing it in a classical index is possible to at all,
<!--
but awkward and its size would add up slowly but surely.
"Can't I do this myself?"


Sure.


If you were to make that work without data streams, that might amount to
The simplest form would be to normalize things before feeding it in - e.g. ensure that Curaçao is always curacao.
: use ILM to start a new index daily, to do what amounts to log rotation
: use index aliases help keep your query's reference to an index the same over time, rather than changing them daily too
: use ILM to move old indices to cheaper archival hardware


Note that the the _source will now contain your own normalization, so if you also report data (e.g. fulltext) out of ES, that will now not be original.
-->


A data stream amounts to a different sort of storage,
an append-only time series thing (that still seems backed by indices internally)
that requires [https://www.elastic.co/guide/en/elasticsearch/reference/current/index-templates.html index templates].




append-only time series data across multiple indices while giving you a single named resource for requests. Data streams are ..


'''Analyzers''' takes text, and applies a combination of
* ''character filters''
* a ''tokenizer''
* ''token filters''
usually to the end of
* stripping out things (e.g symbols and punctuation)
* split it into tokens (e.g. words)
* normalize (e.g. lowercasing)




Data streams are sort of that but more automated (though you still configure rollover with ILM) and controlled (append-only, and you can only append to the last), which makes it a lot easier to deal with continuously-generated data streams.
There are '''built-in analyzers''' to cover a lot of basic text search needs


* {{inlinecode|[https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-standard-analyzer.html standard]}} (the default if you don't specify one)
** lowercases
** splits using [[Unicode Text Segmentation]] (which for English is mostly splitting on spaces and punctuation, but is better behaved default for some other languages) and applies lowercasing
** removes most punctuation,
** can be told to remove stop words (by default does not)


https://www.elastic.co/guide/en/elasticsearch/reference/current/data-streams.html
* [https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-lang-analyzer.html language-specific analysers] - currently arabic, armenian, basque, bengali, brazilian, bulgarian, catalan, cjk, czech, danish, dutch, english, estonian, finnish, french, galician, german, greek, hindi, hungarian, indonesian, irish, italian, latvian, lithuanian, norwegian, persian, portuguese, romanian, russian, sorani, spanish, swedish, turkish, and thai.
:: details vary
:: can remove stopwords
:: can apply stemming (and take a list of exception cases to those stemming rules)


https://aravind.dev/elastic-data-stream/
* {{inlinecode|[https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-simple-analyzer.html simple]}}
:: no lowercasing
:: splits on non-letters
:: no option for stopword removal


-->
* {{inlinecode|[https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-stop-analyzer.html stop]}} - <tt>simple</tt> plus stopword removal, so
:: no lowercasing
:: splits on non-letters
:: can remove stopwords


===Snapshots, Searchable snapshots===
* {{inlinecode|[https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-pattern-analyzer.html pattern]}} - splits by regexp
<!--
:: can lowercase
:: can remove stopwords


Snapshots let you
* {{inlinecode|[https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-whitespace-analyzer.html whitespace]}}
* back up a cluster live
:: no lowercasing
:: splits on whitespace


* recover after losing files
* {{inlinecode|[https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-fingerprint-analyzer.html keyword]}} - does nothing, outputs what it was given


* searchable snapshots[https://www.elastic.co/guide/en/elasticsearch/reference/current/searchable-snapshots.html] - low search volume on things basically archived to cheaper and slower-to-access storage [https://www.elastic.co/guide/en/elasticsearch/reference/current/put-snapshot-repo-api.html]
* [https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-fingerprint-analyzer.html fingerprint]
:: reduces text in a way that helps detect duplicates, see something like [https://openrefine.org/docs/technical-reference/clustering-in-depth]


<!--
Note:
* {{comment|(a normalizer seems to be an analyzer without a tokenizer - so practically mainly a character filter (can also have a token filter but this is probably not so useful)}}
-->


Snapshots can go to e.g.
: e.g. shared filesystem.
: Plugins provide [https://www.elastic.co/guide/en/elasticsearch/plugins/7.16/repository-s3.html S3], [https://www.elastic.co/guide/en/elasticsearch/plugins/7.16/repository-gcs.html GCS], [https://www.elastic.co/guide/en/elasticsearch/plugins/7.16/repository-azure.html Azure]), [https://www.elastic.co/guide/en/elasticsearch/plugins/7.16/repository-hdfs.html HDFS]


https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-analyzers.html


A snapshots contains
===Data streams===
: cluster state (settings, templates, pipelines)
: all data streams
: all open indices


<!--
When you start to do metrics, and daily analytics, you append all the time.


Your data may ''amounts'' to a timeseries,
and storing it in a classical index is ''possible'',
but awkward and its size would add up slowly but surely.




If you were to make that work without data streams, that might amount to
: use ILM to start a new index daily (doing what amounts to [[log rotation]])
: use index aliases help keep your query's reference to an index the same over time, rather than changing them daily too
: use ILM to move old indices to cheaper archival hardware


: https://www.elastic.co/guide/en/elasticsearch/reference/current/snapshots-register-repository.html


: https://www.elastic.co/guide/en/elasticsearch/reference/current/searchable-snapshots.html
A data stream amounts to a different sort of storage,
an append-only time series thing (that still seems backed by indices internally)
that requires [https://www.elastic.co/guide/en/elasticsearch/reference/current/index-templates.html index templates].




-->
append-only time series data across multiple indices while giving you a single named resource for requests. Data streams are ..


===Install===
<!--


You might want to consider going the docker way - it makes cluster setup easier.


Data streams are sort of that but more automated (though you still configure rollover with ILM) and controlled (append-only, and you can only append to the last), which makes it a lot easier to deal with continuously-generated data streams.




https://www.elastic.co/guide/en/elasticsearch/reference/current/data-streams.html


"max virtual memory areas vm.max_map_count is too low"
https://aravind.dev/elastic-data-stream/
 
See <tt>kernel-doc/Documentation/sysctl/vm.txt</tt>, but
these relates to the amount of allocations (also mmap, mprotect) done.
The default is 65530, most processes use fewer than a thousand,
but e.g. malloc debuggers need more, and so does ElasticSeaarch for some reason.


-->
-->


====Things you may want to think about somewhere before you have a big index====
===Snapshots, Searchable snapshots===
 
<!--
<!--


Note that for a bunch of of things - not least importantly indexes - there are static settings (only settable at creation time) and dynamic settings (changeable later)
Snapshots let you
* back up a cluster live


* recover after losing files


* '''index template'''
* searchable snapshots[https://www.elastic.co/guide/en/elasticsearch/reference/current/searchable-snapshots.html] - low search volume on things basically archived to cheaper and slower-to-access storage [https://www.elastic.co/guide/en/elasticsearch/reference/current/put-snapshot-repo-api.html]
: basically the settings that new indexes shouldbe created with
: https://www.elastic.co/guide/en/elasticsearch/reference/current/index-templates.html




Index settings [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/index-modules.html]
Snapshots can go to e.g.
: e.g. shared filesystem.
: Plugins provide [https://www.elastic.co/guide/en/elasticsearch/plugins/7.16/repository-s3.html S3], [https://www.elastic.co/guide/en/elasticsearch/plugins/7.16/repository-gcs.html GCS], [https://www.elastic.co/guide/en/elasticsearch/plugins/7.16/repository-azure.html Azure]), [https://www.elastic.co/guide/en/elasticsearch/plugins/7.16/repository-hdfs.html HDFS]  


* Refresh
: background: https://www.elastic.co/guide/en/elasticsearch/reference/7.16/near-real-time.html
: interval setting: https://www.elastic.co/guide/en/elasticsearch/reference/current/index-modules.html#index-refresh-interval-setting


* Merge scheduling
A snapshots contains
: [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/index-modules-merge.html]
: cluster state (settings, templates, pipelines)
: all data streams
: all open indices


* Analysis of text fields
: https://www.elastic.co/guide/en/elasticsearch/reference/7.16/analysis.html


Mapping - in particular whether you want to control it rather than use dynamic mapping [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/index-modules-mapper.html]






: https://www.elastic.co/guide/en/elasticsearch/reference/current/snapshots-register-repository.html


More advanced:
: https://www.elastic.co/guide/en/elasticsearch/reference/current/searchable-snapshots.html
* Sharding details in clusters: 
: https://www.elastic.co/guide/en/elasticsearch/reference/7.16/index-modules-allocation.html
: https://www.elastic.co/guide/en/elasticsearch/reference/7.16/allocation-total-shards.html




-->


===Install===
<!--


You might want to consider going the docker way - it makes cluster setup easier.


Consider whether you need security




ES has
* IP filtering


* its own user auth
"max virtual memory areas vm.max_map_count is too low"
:: role-based access control


* auditing
See <tt>kernel-doc/Documentation/sysctl/vm.txt</tt>, but
 
these relates to the amount of allocations (also mmap, mprotect) done.
* TLS (towards clients)
The default is 65530, most processes use fewer than a thousand,
but e.g. malloc debuggers need more, and so does ElasticSeaarch for some reason.


-->


These things are mostly useful around multitenancy,
====Things you may want to think about somewhere before you have a big index====
or when your ES deployment is on a different provider (e.g. public cloud deployment),
and may not be necessary within your own cloudiness.


<!--


https://www.elastic.co/guide/en/elasticsearch/reference/6.8/configuring-security.html
Note that for a bunch of of things - not least importantly indexes - there are static settings (only settable at creation time) and dynamic settings (changeable later)




* '''index template'''
: basically the settings that new indexes shouldbe created with
: https://www.elastic.co/guide/en/elasticsearch/reference/current/index-templates.html


ES/Kibana security


Minimal
Index settings [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/index-modules.html]
* user passwords for ES
* optional passwords for Kibana


Basic Security
* Refresh
* TLS between nodes, isolates clusters
: background: https://www.elastic.co/guide/en/elasticsearch/reference/7.16/near-real-time.html
* No TLS for Kibana
: interval setting: https://www.elastic.co/guide/en/elasticsearch/reference/current/index-modules.html#index-refresh-interval-setting


Basic + HTTPs external
* Merge scheduling
* TLS (HTTPS) on all ES and Kibana, Kibana
: [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/index-modules-merge.html]


* Analysis of text fields
: https://www.elastic.co/guide/en/elasticsearch/reference/7.16/analysis.html


-->
Mapping - in particular whether you want to control it rather than use dynamic mapping [https://www.elastic.co/guide/en/elasticsearch/reference/7.16/index-modules-mapper.html]


===APIs===
{{stub}}




ES grew a lot of APIs over time.


Perhaps the most central are
More advanced:
* the document CRUD part (Index, Get, Update, Delete, respectively),
* Sharding details in clusters: 
* and the searching.
: https://www.elastic.co/guide/en/elasticsearch/reference/7.16/index-modules-allocation.html
: https://www.elastic.co/guide/en/elasticsearch/reference/7.16/allocation-total-shards.html






'''Document CRUD'''


* '''Index''' - add a document (and implicitly get it indexed soon)
:: e.g. {{inlinecode|PUT /test/_doc/1}} with the JSON doc in the body


* '''Get''' - get a specific document by ID
Consider whether you need security
: e.g. GET test/_doc/1  {{comment|(HEAD if you only want to check that it exists)}}
: this basically just gives you {{inlinecode|_source}}, so you can filter what part of that gets sent[https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-get.html#get-source-filtering]


* '''Update'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-update.html]
:: e.g. {{inlinecode|POST /test/_update/1}}
: allows things like <tt>"script" : "ctx._source.votes += 1"</tt>


* '''Delete'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-delete.html])
ES has
:: e.g. {{inlinecode|DELETE /test/_doc/1}}
* IP filtering


* its own user auth
:: role-based access control


* auditing


Note that there is also a '''bulk API''' [https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-bulk.html]
* TLS (towards clients)
: that lets you do many of the above at once
: POST _bulk
: where the body can contain many index, delete, update
: libraries often support the bulk API in a way that makes sense for how the rest of that library




These things are mostly useful around multitenancy,
or when your ES deployment is on a different provider (e.g. public cloud deployment),
and may not be necessary within your own cloudiness.




"Is update really update?"
https://www.elastic.co/guide/en/elasticsearch/reference/6.8/configuring-security.html


It seems that update is essentially
* construct a a new document based on the current version's _source
* add 1 to the version
* save that to a new segment
:: ...even if it turns out there is no difference (...by default - you can specify that it should check and not do that - see detect_noop)


It seems that
the old version will be ''considered'' deleted but still be on disk in that immutable segment it was originally entered in (until the next merge),
and searches just happen to report only the latest (using _version){{verify}}
So if you do continuous updates on all of your documents, you ''can'' actually get the update process to fall behind, which can mean you temporarily use a lot more space (and search may be slightly slower too).


ES/Kibana security


Minimal
* user passwords for ES
* optional passwords for Kibana


Basic Security
* TLS between nodes, isolates clusters
* No TLS for Kibana


"Is there a difference between indexing a new version and updating the document?"
Basic + HTTPs external
* TLS (HTTPS) on all ES and Kibana, Kibana


Very little in terms of what gets done at low level (both will create a new document, mark old as deleted)


It's most that ''for you'' there is a question of what you do is easier to express as
-->
* a new version of the data
* the changes you want to see, or a script that makes them


Also, keep in mind ''how'' you are updating. If it's fetch, change, send, that's more steps than 'here is how to change it' in a script.
===APIs===
{{stub}}


So if you do not keep track of changes to send to elasticsearch,
you could update by throwing everything at at with detect_noop - which only applies to update.


ES grew a lot of APIs over time.


Perhaps the most central are
* the document CRUD part (Index, Get, Update, Delete, respectively),
* and the searching.






'''Document CRUD'''


* '''Index''' - add a document (and implicitly get it indexed soon)
:: e.g. {{inlinecode|PUT /test/_doc/1}} with the JSON doc in the body


Search[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-search.html]
* '''Get''' - get a specific document by ID
: GET /indexname/_search
: e.g. GET test/_doc/1  {{comment|(HEAD if you only want to check that it exists)}}
: this basically just gives you {{inlinecode|_source}}, so you can filter what part of that gets sent[https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-get.html#get-source-filtering]


Multi Search[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-multi-search.html]
* '''Update'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-update.html]
: multiple searches with a single API call
:: e.g. {{inlinecode|POST /test/_update/1}}
: GET /indexname/_msearch
: allows things like <tt>"script" : "ctx._source.votes += 1"</tt>
:: ...though the request can switch index


Async search
* '''Delete'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-delete.html])
:: e.g. {{inlinecode|DELETE /test/_doc/1}}






Multi Get[https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-multi-get.html]
Note that there is also a '''bulk API''' [https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-bulk.html]
: Retrieves multiple JSON documents by ID.
: that lets you do many of the above at once
: GET /_mget
: POST _bulk
:  
: where the body can contain many index, delete, update
: libraries often support the bulk API in a way that makes sense for how the rest of that library








<!--
"Is update really update?"
 


It seems that update is essentially
* construct a a new document based on the current version's _source
* add 1 to the version
* save that to a new segment
:: ...even if it turns out there is no difference (...by default - you can specify that it should check and not do that - see detect_noop)


It seems that
the old version will be ''considered'' deleted but still be on disk in that immutable segment it was originally entered in (until the next merge),
and searches just happen to report only the latest (using _version){{verify}}
So if you do continuous updates on all of your documents, you ''can'' actually get the update process to fall behind, which can mean you temporarily use a lot more space (and search may be slightly slower too).


helpers.bulk


helpers.streaming_bulk


helpers.parallel_bulk


"Is there a difference between indexing a new version and updating the document?"


Very little in terms of what gets done at low level (both will create a new document, mark old as deleted)


It's most that ''for you'' there is a question of what you do is easier to express as
* a new version of the data
* the changes you want to see, or a script that makes them


Also, keep in mind ''how'' you are updating. If it's fetch, change, send, that's more steps than 'here is how to change it' in a script.


python wrapper
So if you do not keep track of changes to send to elasticsearch,
you could update by throwing everything at at with detect_noop - which only applies to update.


Index creation
* https://elasticsearch-py.readthedocs.io/en/v7.16.3/api.html#indices




-->


===Search===




====Shapes of a query====
{{stub}}


Most APIs take a query that looks something like:
Search[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-search.html]
: GET /indexname/_search
 
Multi Search[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-multi-search.html]
: multiple searches with a single API call
: GET /indexname/_msearch
:: ...though the request can switch index
 
Async search


<syntaxhighlight lang="javascript">
{
  "query": {
    "match_phrase": {
      "fieldname": "word word"
    }
  }
}
</syntaxhighlight >




That is,
Multi Get[https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-multi-get.html]
there is a specific [https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl.html Query DSL],
: Retrieves multiple JSON documents by ID.
where you expressing a structured search as an abstract syntax tree, which is communicated as JSON.
: GET /_mget
:




Notes:
* the field names will vary with specific types of search
:: In fact even the nesting will


* You might like [https://www.elastic.co/guide/en/kibana/7.17/console-kibana.html Kibana's console] to play with these, as it has some auto-completion of the search syntax.


* a quick "am I even indexing" test would probably use {{inlinecode|match_all}}[https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-match-all-query.html]
<!--






'''Exceptions / other options'''


The only exception to "AST as JSON" seems to be '''URI search'''[https://www.elastic.co/guide/en/elasticsearch/reference/master/search-uri-request.html] which exposes basic searches in a URL (without needing to send a JSON style query in the body), but unless this covers ''all'' your needs, you will eventually want to abandon this. Might as well do it properly up front)}}
helpers.bulk


The only exceptions to "you must create query ASTs yourself" seem to be:
helpers.streaming_bulk
* '''<tt>query_string</tt>'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-query-string-query.html] -
: still uses that JSON, but feeds in a single query string in that specific lucene syntax, to be parsed internally
:: exposes a bunch of the search features in a shorter-to-write syntax
::: ...that you have to learn
::: ...that is fairly breakable
::: ...that allows frankenqueries that unduly load your system
::: ...so you probably don't want to expose this to users unless all of them are power users / already know lucene


* '''<tt>simple_query_string</tt>'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-simple-query-string-query.html]
helpers.parallel_bulk
: same idea as the previous, but using the somewhat more simplified syntax
:: less breaky, still for experts


...but again, until this covers all your needs ''and'' doesn't ope




These exceptions may looks impler but in the long run you will probably need to abandon them.
If you want to learn it once, learn the AST way.
(that sais, a hacky translation to the latter syntax is sometimes an easier shortcut for the short term).


====API-wise====


The '''search API'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-search.html] ({{inlinecode|/''indexname''/_search}}) should cover many basic needs.
python wrapper
: The '''search template API'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-template-api.html]  does the same sort of search, but you can avoid doing some complex middleware/client-side query construction by asking ES to slot some values into an existing saved template.


'''Multi search'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-multi-search.html] ({{inlinecode|/''indexname''/_msearch}}) is sort of like bulk-CRUD but for search: you send in multiple search commands in one request. Responds with the same number of result sets.
Index creation
: '''Multi search template API'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/multi-search-template.html] - seems to just be the combination of multi search and use of templates.
* https://elasticsearch-py.readthedocs.io/en/v7.16.3/api.html#indices




-->


===Search===


=====On result state, and getting more consistency between search interactions=====


In search systems, it can be a good tradeoff to
====Shapes of a query====
: get a good indication of how many there roughly, and stop counting when the number amounts to "well, um, ''many''" -- rather than get a precise count
{{stub}}
: only fetch-and-show the complete data for only the first few -- rather than everything
: forget the search immediately after serving it -- rather than keeping state around in RAM and/or on disk, for who knows how long exactly


...because it turns out we can do that faster.
This is ES stops counting after 10000 (max_result_window), only return the first 10 (size=10, from=0)


There is a specific [https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl.html Query DSL],
where you expressing a structured search as an [[abstract syntax tree]], which is communicated as JSON,
so most APIs take a query that looks something like:
<syntaxhighlight lang="javascript">
{
  "query": {
    "match_phrase": {
      "fieldname": "word word"
    }
  }
}
</syntaxhighlight >


Also, if search-and-fetch-a-few turns out to be cheap in terms of IO and CPU, we can consider doing them without storing state.


This also because we know that in interactive browser use, most people will never check more than a few.
Notes:
* the field names will vary with specific types of search. The nesting will too.


If in fact someone ''does'' the somewhat unusual thing of browing to page 2 or 3 or 4,
* You might like [https://www.elastic.co/guide/en/kibana/7.17/console-kibana.html Kibana's console] to play with these, as
you can redo the same search and fetch some more (use {{inlinecode|from}} to fetch what ''amounts'' to the next bunch).
:: it has some auto-completion of the search syntax.
:: it remembers the queries you leave around


'''However''', if the index was refreshed between those actions, this new search will shift items around,
* a quick "am I even indexing anything" test would probably use {{inlinecode|match_all}}[https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-match-all-query.html] (no filter at all)
so might get the same item again, or never show you are didn't see one one.
Whenever the consistency or completeness really matters, you are probably looking for async or PIT:


Also, if you use this to back an API that allows "fetching everyting", you won't have won much.




'''Exceptions / other options'''


The only exception to "you send ASTs as JSON" seems to be '''URI search'''[https://www.elastic.co/guide/en/elasticsearch/reference/master/search-uri-request.html] which exposes basic searches in a URL (without needing to send a JSON style query in the body), but unless this covers ''all'' your needs, you will eventually want to abandon this.


The only exceptions to "you must create query ASTs ''yourself''" seem to be:
* '''<tt>query_string</tt>'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-query-string-query.html] -
: still uses that JSON, but feeds in a single query string in that specific lucene syntax, to be parsed internally
:: exposes a bunch of the search features in a shorter-to-write syntax
::: ...that you have to learn
::: ...that is fairly breakable
::: ...that allows frankenqueries that unduly load your system
::: ...so you probably don't want to expose this to users unless all of them are power users / already know lucene


'''Async search'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-search.html] - lets you start searches in the background.
* '''<tt>simple_query_string</tt>'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-simple-query-string-query.html]
Search functionality is mostly equivalent, there's some minor parameter differences (think cache)
: same idea as the previous, but using the somewhat more simplified syntax
: the searches are store din their own index{{verify}} so you may want a mechanism to delete the searches by ID if you need to, and/or lower the time these are kept (default is 5 days, see keep_alive)
:: less breaky, still for experts
:: note that you {{inlinecode|wait_for_completion_timeout}} lets you ask for "return regular search if you finish quickly, make it async if not"


'''Point in time API'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/point-in-time-api.html] - consider that document updates and refreshes means you will generally get the ''latest'' results.
...but again, until this covers all your needs ''and'' doesn't ope
If instead it is more important to get a consisten set, you can use PIT (or presumably async search?)




These exceptions may looks impler but in the long run you will probably need to abandon them.
If you want to learn it once, learn the AST way.
(that sais, a hacky translation to the latter syntax is sometimes an easier shortcut for the short term).
====API-wise====
The '''search API'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-search.html] ({{inlinecode|/''indexname''/_search}}) should cover many basic needs.
The '''search template API'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-template-api.html]  does the same sort of search, but where you otherwise might find yourself writing some middleware to turn a form into a more complex query, templates allow you to slot some values into an existing saved template.
'''Multi search'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-multi-search.html] ({{inlinecode|/''indexname''/_msearch}}) is sort of like bulk-CRUD but for search: you send in multiple search commands in one request.  Responds with the same number of result sets.
'''Multi search template API'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/multi-search-template.html] - seems to just be the combination of multi search and use of templates.
=====On result state, and getting more consistency between search interactions=====
In search systems in general, it can be a good tradeoff to
* get a good indication of how many there roughly, and stop counting when the number amounts to "well, um, ''many''" -- rather than get a precise count
* don't fetch anything beyond the first page or so (ES defaults to 10) -- most people will never need it (and the ones that do could e.g. be served by an additional query - how you do this matters less than the saving you get from "nothing beyond the first page 90% of the time")
:: if search-and-fetch-a-few turns out to be cheap enough in terms of IO and CPU, we can consider doing them without storing state.
:: If in fact someone ''does'' the somewhat unusual thing of browing to page 2 or 3 or 4,
you can redo the same search and fetch some more (use {{inlinecode|from}} to fetch what ''amounts'' to the next bunch).
* Separately, you might as well stop counting the fact that you have hits once that hits "more than anyone is interested in" (ES defaults to 10000)


<!--
* forget the search immediately after serving it -- rather than keeping state around in RAM and/or on disk, for who knows how long exactly
Consider efficiency
 
...because it turns out we can do this faster than counting ''all'' the matching documents, or fetching ''all'' metadata.


It helps speed/load to try to express queries in simpler queries, like
term and match (and most match_ variants),
and compounds of such.


In general, you may wish to stick to the more-efficient-to-evaluate where possibly;
somewhat more costly (up-front),
and require search.allow_expensive_queries to be true
-->


'''However''', this "we'll re-do it for page 2" means that ''if'' the index was refreshed between those actions, this new search will shift items around, so might get the same item again, or never show you are didn't see one one. '''Whenever that consistency or completeness really''' matters to you, you are probably looking for async or PIT:


* '''Async search'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-search.html] - lets you start searches in the background.
Search functionality is mostly equivalent, there's some minor parameter differences (think cache)
: the searches are store din their own index{{verify}} so you may want a mechanism to delete the searches by ID if you need to, and/or lower the time these are kept (default is 5 days, see keep_alive)
:: note that you {{inlinecode|wait_for_completion_timeout}} lets you ask for "return regular search if you finish quickly, make it async if not"
* '''Point in time API'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/point-in-time-api.html] - consider that document updates and refreshes means you will generally get the ''latest'' results.


=====Searching multiple indices=====
=====Searching multiple indices=====
Line 1,035: Line 1,072:
{ "query": {"multi_match":{ "query":"fork",  "fields":["plaintext"]          } } }
{ "query": {"multi_match":{ "query":"fork",  "fields":["plaintext"]          } } }
</syntaxhighlight >
</syntaxhighlight >




Line 1,045: Line 1,080:
</syntaxhighlight >
</syntaxhighlight >


On the upside, you don't have to creatively merge the separate result sets (because multi search ''will not do that for you'').


On the downside, you don't get to control that merge, e.g. scoring can be difficult to control, you don't really get to specify search fields per index anymore, or source filtering fields - though some forethought (e.g. to field naming between indices) can help some of those.


The first gives you three different result sets. You get control over the queries
but you will have to merge them yourself, and it can be hard to get the scoring to work well.


The second effectively merges for you - but gives you little to no control how,
and that one query better make equal sense for each index - so requires some forethought about the mapping of each.


=====Other, mostly more specific search-like APIs, and some debug stuff=====


=====Other, mostly more specific search-like APIs, and some debug stuff=====
'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-terms-enum.html terms_enum]''' - meant to be a light lookup of indexed works by starting matches. Works on <tt>keyword</tt> fields, defaults to case sensitive.
: index_filter allows search in multiple indices


'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-suggesters.html suggester]''' - suggests similar search terms based on [[edit distance]]


'''knn'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/knn-search-api.html] search searches a dense_vector close to the query vector.
: separate API is depracated, being moved to [https://www.elastic.co/guide/en/elasticsearch/reference/current/search-search.html#search-api-knn an option]


'''suggester'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-suggesters.html] - suggests similar search terms based on [[edit distance]]
[https://www.elastic.co/guide/en/elasticsearch/reference/current/knn-search-api.html '''knn'''] search searches a dense_vector close to the query vector.
: doing this via a separate API is deprecated, being moved to [https://www.elastic.co/guide/en/elasticsearch/reference/current/search-search.html#search-api-knn a parameter on basic searches]


'''terms_enum'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-terms-enum.html] -


[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-count.html '''count'''] - count the number of hits a particular query gives.




'''count'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-count.html]
Debugging searches:


'''explain'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-explain.html]
[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-explain.html '''explain'''] - given a document ID and a query, explains how it does or doesn't match.


'''profile'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-profile.html]
[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-profile.html '''profile'''] - gives timing info about parts of query execution


'''validate'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-validate.html]
[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-validate.html '''validate'''] - ask whether a query is valid, ''without'' executing it; useful when crafting expensive queries


'''shards'''[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-shards.html] - report which shards would be accessed
[https://www.elastic.co/guide/en/elasticsearch/reference/current/search-shards.html '''shards'''] - report which shards would be accessed


====composing queries====
====composing queries====
Line 1,394: Line 1,433:
-->
-->


==further notes==
===Performance considerations===
===Performance considerations===


Line 1,665: Line 1,705:




-->


===Some Kibana notes===
'''Monitoring execution failed'''
 
...seems to come from pretty catch-all code.
Somewhere buried in that stack trace might be some 'Caused by' lines, one of which should be a little more helpful.
Look for those instead.
 
 


<!--
'''primary shard is not active'''


There are multiple reasons it isn't active.
* you manually stopped a node that contained a primary shard


* a node's disk is almost full, and ES refuses to allocate new shards to it (default at 85%) {{comment|or even try to reallocate (default at 90%)}}
: if you have a large disk, 15% might be 100+ Gbyte, and you might want to set these settings (cluster.routing.allocation.disk.watermark.low {{comment|, cluster.routing.allocation.disk.watermark.high}}) to absolute values instead [https://www.elastic.co/guide/en/elasticsearch/reference/current/modules-cluster.html#cluster-shard-allocation-settings]




: https://stackoverflow.com/questions/27547091/primary-shard-is-not-active-or-isnt-assigned-is-a-known-node


PUT /_cluster/settings
{
  "persistent" : {
    "cluster.routing.allocation.disk.watermark.flood_stage":"98%",
    "cluster.routing.allocation.disk.watermark.high" : "97%",
    "cluster.routing.allocation.disk.watermark.low" :  "95%"
  }
}
-->
===Some Kibana notes===
<!--





Latest revision as of 12:48, 6 May 2024

Some practicalities to search systems

Lucene and things that wrap it: Lucene · Solr · ElasticSearch

Search-related processing: tf-idf

Choice side

Broad intro

This article/section is a stub — some half-sorted notes, not necessarily checked, not necessarily correct. Feel free to ignore, or tell me about it.


ElasticSearch is largely seen as a document store that is searchable.

You could see it as a document store with CRUD HTTP API which happens to do indexing.

Because of its heritage (Lucene at its core) it is is largely seen as text search, but it is also reasonably suited for logging and certain metrics.

(You could use it like a database engine, though in that niche-purpose NoSQL-ey way where it doesn't do strong consistency where you may not really want it for a primary store).


Compared to some other text indexing, it

wraps a few more features, e.g. replication and distribution
does more to make more data types easily searchable, part of why it is reasonable for data logging and metrics (in fact the company behind it is currently leaning on the monitoring/metrics angle),
eases management and is a little more automatic at that (e.g. index stuff that gives more consistent latency over time).


ES libraries are relatively thin wrappers around communicating with the HTTP API, and more about convenience.

There is no user interface included, perhaps in part because ES is fairly flexible. It's not very hard to interface your own form with the API, though.

Subscription model

This article/section is a stub — some half-sorted notes, not necessarily checked, not necessarily correct. Feel free to ignore, or tell me about it.

When you're just installing it to try it out


There is a perfectly free subset of ES (ES configured with a Basic license).

(Note: before 6.3, the free license needed to be refreshed every year, now basic/free does not need an explicit license anymore?(verify))


...but the default on most installs is not a Basic license, it's a 30-day trial license in which you get more features, presumably to entice you to buy the fuller product.

If you know you want to stick with basic features, then you would

explicitly switch to Basic license,
disable some features (apparently many but not all X-pack things(verify))

...but if you didn't know that, this is annoying in the form of "automated install configured a trial license for me, but things just stopped working completely after 30 days and now I'm panicking", because it takes more than a little reading what you now need to disable and why. (My logs showed "Elasticsearch Search and Analytics" -- which seemed to just be a confusing name for the machine learning and alerting stuff)


In more serious installations

Around self-hosting there are two or three variants: Basic, platinum, and enterprise (Gold is gone?)

Basic is perfectly good for smaller scale
the differences between platinum and enterprise mostly matter once you do this on large scale [1]

From an "I don't care about jargon and legalese" perspective,

  • you can get a managed cloudy thing - split into a few variants
  • or you can self-host - also split into a few variants (not quite the same?)

License details

This article/section is a stub — some half-sorted notes, not necessarily checked, not necessarily correct. Feel free to ignore, or tell me about it.


Some implementation details you'd want to know

The major moving parts

Some terminology

This article/section is a stub — some half-sorted notes, not necessarily checked, not necessarily correct. Feel free to ignore, or tell me about it.

(note that the core of this comes from the underlying lucene)


mapping - basically a schema (data dictionary if you prefer), mostly to tell ES how to interpret fields of incoming documents

  • e.g. mentions data types
  • if a field is not already defined in the mapping by you, it will adds fields as you mention them, with types guessed based on the first value it sees


field - a distinct thing in the mapping

  • (usually) indexed to be searchable
  • (usually) fetchable
  • (there are some field type variants - see below)


document - individual search result.

  • you can see it as the JSON you sent in, and/or as the part of that that got put into fields (and usually indexed) as specified by the mapping
side note: most fields can have zero or more values in a document, though in a lot of practical cases it's practically just one, and in a few cases it's restricted to just one
  • original JSON is also stored in _source


index

  • if you squint, a grouping of documents - a collection you search as a whole
  • you can have multiple indexes a per cluster (and may well want to)
  • an index is divided into one or more shards, which is about replication in general and distribution in a cluster
(and shards are divided into segment files, which is more about how updating documents works)


...and this is the point at which you can stop reading this section if you're just doing some experiments on one host. You will get to them once you if and when you need to scale to multiple hosts.

shard

  • you typically split an index into a number of shards, e.g. to be able to do horizontal scaling onto nodes
  • internally, each shard is a self-contained searchable thing. In the sense of the complete set of documents you fed in, this is just a portion of the overall thing we we call index here
  • Shards come in two types: primary (the basic type), and replica.

segment - a shard consists of a number of segments (segments are individual files).

  • Each segment file is immutable (which eases a lot of management, means no blocking, eases parallelism, eases cacheing).


replica is an exact copy of a shard

  • the point of replicas is robustness against node failure:
if you have two copies of every shard (and those copies are never on the same hardware), then one node can always drop out and search won't be missing anything
without duplication, node failure would mean missing a part of every index distributed onto it
  • you could run without replicas to save some memory
  • memory is unlikely to be much of your cloudy bill (something like ES is CPU and transfer hungry), so using replicas is typically worth it for long term stability


node - distinct ES server instance

  • in larger clusters, it makes sense to have some nodes take on specific roles/jobs - this discusses some of that

cluster - a group of nodes, serving a set of indices created in it

  • nodes must mention a shared ID to join a cluster

Combined with

In practice, people often pair ES with... (see also "ELK stack")

Web UI, makes a bunch of inspection and monitoring easier, including a dashboard interface to ES
also seen in tutorials, there largely for its console interactively poking ES without writing code
itself pluggable, with bunch of optional things


And, if you're not coding all your own ingest,

you can do all of that yourself, but logstash can do a lot of work for you, or at least be a quick start
  • Beats - where logstash is a more generic, configurable thing, beats is a set of specific-purpose ingest scripts,
e.g. for availability, log files, network traffic, linux system metrics, windows event log, cloud service metrics, [2]
and a lot more contributed ones[3]
e.g. metricbeat, which is stores ES metrics in ES

Indices

This article/section is a stub — some half-sorted notes, not necessarily checked, not necessarily correct. Feel free to ignore, or tell me about it.

Fields, the mapping, field types

By default, ES picks up every part of the incoming JSON document, but you can configure it

  • to have parts go towards multiple fields
  • to have parts go to no field at all
for all documents based on your mapping having a field but setting "enabled": false,
from other behaviour, such as "values should never be bigger than X bytes" config on a field

Note that in terms of the index, a document can have multiple values for a field. So fields can be considered to store arrays of values, and most searches will match if any of those match.


Each regular field (there are others) gets its own behavior in terms of

whether it is stored and/or
whether it is indexed
if indexed, how it is transformed before going into the index

(For contrast and completeness, a 'runtime field, is evaluated at runtime, and not indexed or in the _source. [4]. This can be handy for certain calculated data that you won't search on, or to experiment with fields you'll later make regular fields(verify))


The mapping[5][6] is the thing that lists all fields in an index, mostly:

  • name
  • data type(s)
  • configured processing when new data comes in

Explicit mapping[7], amounts to specifying a mapping before you add documents. This can be preferred when

  • you want specific interpretations of some fields (e.g. identifier that shouldn't be parsed as text, an IP address, a date), and/or
  • you want specific features (e.g. flattened, join, search_as_you_type)

Dynamic mapping[8] is (like 'schemaless') a nice name for

"I didn't set a mapping for a field, so am counting on ES guessing right based on the first value it sees"
if you're mainly handling text, this usually does the right or at least a very sane thing.


dynamic-parameters allows a little more variation of that:

true - unknown fields are automatically added to the mapping as regular fields (indexed) -- the default just described
it'll mostly end up with boolean, float, long, or text/keyword
runtime - unknown fields are automatically added to the mapping as runtime fields (not indexed)
false - unknown fields are ignored
strict - unknown fields mean the document is rejected

Note that

  • with true and runtime, the created field's type is based on the communicated-JSON's type - see this table
  • runtime and dynamic will
    • try to detect whether text seems to be a date[9] (apparently if it follows a specific configured date template(verify))
    • optionally detect numbers[10] (and whether they are reals or integers), but this is disabled by default - probably because it's much less error-prone to control this yourself.
  • You can also alter mappings later - see [11]
but this comes with some restrictions/requirements/footnotes
  • dynamic-parameters is normally set per index(verify) and inherited, but you can be more precise about it



Text-like field types

The documentation makes a point of a split into

  • text family[12] - text, match_only_text
  • keyword family[13] - keyword, constant_keyword, wildcard
  • ...and it seems that e.g. search-as-you-type are considered miscellaneous


  • text[14] (previously known as string analysed)
flexible search of free-form text, analysis can will transform it before indexing (you probably want to know how - see e.g. analysis)
no aggregations
no sorting
  • keyword (previously known as string not_analysed)
structured content (exact search only?), e.g. identifiers, a small/known set of tags, also things like emails, hostnames, zip code, etc.
should be a little faster to match (if only because of smaller index size)(verify)
allows sorting
allows aggregation
can make makes sense for serial numbers/IDs, tags - even if they look like numbers, you will probably only ever search them up as text equality (compared to storing those as a number, keyword may be a little larger yet also saves some index complexity necessary for numeric-range search)
e.g. when you send each log file to its own index, this might assist some combining queries (verify)
assists wildcard and regexp queries
fast for prefix (match at start) and infix (terms within) matches
mainly for autocompletion of queries, but could work for other shortish things (if not short, the index for this will be large)
n-gram style, can have larger n (but costs in terms of index size, so only useful if you usually want many-token matches?)
kept in memory, costly to build


Further notes:

  • it seems that fields that are dynamically added to the mapping and detected as text will get two indexed fields: a free-form text one, and keyword with ignore_above of 256
this is useful if you don't know what it will be used for
but for e.g. identifiers it's pointless to also tokenize it
and for free-form text it will probably do very little -- that is, for all but short documents it ends up _ignored. (It's a clever edge-caes trick to deal with cases where the only value is actually something other than text, and is otherwise almost free)
separately, some things you may wish to not index/serch on, but still store it so you can report it as part of a hit


Data-like field types

Primitives:

  • numbers:
    • byte, short, integer, long, unsigned_long
    • float, double, half_float, scaled_float
allows range queries
  • and, arguably, keyword (see above)


Specific, text-like:

(internally milliseconds since epoch (UTC)
  • version - text that represents semantic versioning
mostly for sortability?
  • ip - IPv4 and IPv6 addresses
allows things like subnet searches (CIDR style)
  • geospatial - points and shapes [15]
including distance and overlap


Different way of treating JSON as transferred:

each subfield is separately mapped and indexed, with names based on the nesting dot notation, see e.g. the linked example
takes the JSON object and indexes it as one single thing (basically an array of its values combined)
  • nested[18] basically a variant of object that allows some field indexability


Other stuff:

not searchable
not stored (by default) - which makes sense. A search index is not a blob store
seems to be there for the possibility of some plugin extracting text to index?(verify) or fishing it out of _source?(verify)


relations to other documents, by id(verify)
seems to mean query-time lookups, so
you could get some basic lookups for much cheaper than separate requests
at the same time, you can make things slower by doing unnecessary and/or multiple levels of lookups (if you need relational, a relational database is better at that)


token_count[21]

stored as an integer, but takes text, analyses it into tokens, then counts the number of tokens
seems intended to be used via multi-field, to also get the length of text


dense_vector[22] (of floats by defaults, byte also possible)

if indexes, you can use these for knn searches[23]


Managing indices (and thinking about shards and segments)

This article/section is a stub — some half-sorted notes, not necessarily checked, not necessarily correct. Feel free to ignore, or tell me about it.

Remember that shards are made of segments, and segments are immutable.

ES collects changes in memory, and only occasionally dumps that that into a new segment file.

(this is why documents are not immediately searchable and we call it near-realtime)

Refresh - is that act of writing to a new segment

also helps updates not be blocking - existing segments are searched, new one once they're done

Merge refers to how smaller segments are periodically consolidated into fewer files, [24]

also the only way that delete operations actually flush (remember, segments are immutable).


Refresh interval is 1s by default, but various setups may want that larger - it's a set of tradeoffs

  • Refresh can be too quick in that the overhead of refresh would dominate, and less work is spent actually doing useful things (and be a little pricier in pay-per-CPU-use cloudiness)
  • Refresh can also be too slow both in that
    • new results take a long time to show up
    • the heavier load, and large new segments, could make fore more irregular response times

The default is 1s. Large setups might increase that up to the order of 30s.

(more in the tradeoffs below)




index lifecycle management (ILM) lets you do slightly higher-level management like

  • create a new index when one grows too large
  • do things like creating an index per time interval

Both can help get the granularity you want when it comes to backing them up, duplicating them, retiring them to adhere to data retention standards.


https://www.elastic.co/guide/en/elasticsearch/reference/7.16/index-lifecycle-management.html




Also on the topic: a reindex basically means "read data, delete data in ES, ingest again".

You would not generally want this over a merge.
It's mainly useful when you make structural schema changes, and you want to ensure the data uniformly conforms to that.

https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-reindex.html

other field types

multi-fields[25] let you specify that one thing in your JSON should be picked up towards multiple fields.

  • e.g. a city name
    • as a keyword, for exact match, sorting and aggregation
    • and towards the overall text search, via an analyser
  • text as a searchable thing, and also store its length via token_count



runtime fields [26]

mostly about query time - not part of the index (so won’t display in _source)
just calculated as part of the response
can be defined in the mapping, or in an individual query
(seem to be a refinement of script fields?)
easy to add and remove to a mapping (because there is no backing storage for them)
https://www.elastic.co/guide/en/elasticsearch/reference/current/runtime.html
https://www.elastic.co/blog/getting-started-with-elasticsearch-runtime-fields


you can search specific indices (comma separated names, or _all), or just one - sometimes useful


Metadata fields (that is, those other than e.g. the fields from your document, and runtime/script fields)

  • _id - document's ID
  • _type - document's mapping type
deprecated
  • _index - index that the document is in
is the original JSON that indexing got
note that everything needs to be indexed
this 'original document' is also used in update and reindex operations
so while you can ask it to not store _source at all, that disables such operations
that original submission can be handy for debug
that original submission can be core functionality for your app in a "we found it by the index, now we give you the actual document" way
you can filter what parts of _source are actually sent in search results - see source filtering
  • _size - byte size of _source


  • _ignored - fields in a document that indexing ignored for any reason - see

https://www.elastic.co/guide/en/elasticsearch/reference/7.16/mapping-fields.html others


More on indexing

This article/section is a stub — some half-sorted notes, not necessarily checked, not necessarily correct. Feel free to ignore, or tell me about it.


The bulk API could be used for all CRUD operations, but in practice is probably mostly used for indexing.


Bulk adds help performance

While you can do individual adds, doing bunches together reduces overheads, and can make refreshes more efficient as well -- largely relating to the refresh interval.


However, keep in mind that if some part of a bulk operations fails, you need to notice, and deal with that correctly.

Missing data

Setting a field to null (or an array of nulls, or an empty array) means it is not added to the index.

Sounds obvious, but do a mental check that "that field can not be matched in a lot of searches" (except for missing, must_not exists, and such(verify)) is the behaviour you intend.

Note that it also affects aggregation on the relevant fields, and some other details.


Ignoring data and fields

Field values may be ignored for varied reasons, including:

by default, using a type that can't be converted means the entire rejects the document add/update operation
though note that in bulk updates it only considers that one operation failed, and will report a partial success
if you set ignore_malformed[28], it will instead reject only bad values, and process the rest normally



You can search for documents where this happened at all (you'd probably do that for debug reasons) with a query like

"query":{ "exists":{"field":"_ignored"} } 



Text processing

Do you want curacao to match Curaçao?

Do you want fishes to match fish?


To computers those are different characters and different strings, whether such variations are semantically equivalent, or close enough to be fuzzy with, and how, might vary per language.


Analysers represent relatively simple processing that helps, among other things, normalize data (and implicitly also the later query) for such fuzziness.




Analyzers takes text, and applies a combination of

  • character filters
  • a tokenizer
  • token filters

usually to the end of

  • stripping out things (e.g symbols and punctuation)
  • split it into tokens (e.g. words)
  • normalize (e.g. lowercasing)


There are built-in analyzers to cover a lot of basic text search needs

  • standard (the default if you don't specify one)
    • lowercases
    • splits using Unicode Text Segmentation (which for English is mostly splitting on spaces and punctuation, but is better behaved default for some other languages) and applies lowercasing
    • removes most punctuation,
    • can be told to remove stop words (by default does not)
  • language-specific analysers - currently arabic, armenian, basque, bengali, brazilian, bulgarian, catalan, cjk, czech, danish, dutch, english, estonian, finnish, french, galician, german, greek, hindi, hungarian, indonesian, irish, italian, latvian, lithuanian, norwegian, persian, portuguese, romanian, russian, sorani, spanish, swedish, turkish, and thai.
details vary
can remove stopwords
can apply stemming (and take a list of exception cases to those stemming rules)
no lowercasing
splits on non-letters
no option for stopword removal
  • stop - simple plus stopword removal, so
no lowercasing
splits on non-letters
can remove stopwords
can lowercase
can remove stopwords
no lowercasing
splits on whitespace
  • keyword - does nothing, outputs what it was given
reduces text in a way that helps detect duplicates, see something like [29]


https://www.elastic.co/guide/en/elasticsearch/reference/current/analysis-analyzers.html

Data streams

Snapshots, Searchable snapshots

Install

Things you may want to think about somewhere before you have a big index

APIs

This article/section is a stub — some half-sorted notes, not necessarily checked, not necessarily correct. Feel free to ignore, or tell me about it.


ES grew a lot of APIs over time.

Perhaps the most central are

  • the document CRUD part (Index, Get, Update, Delete, respectively),
  • and the searching.


Document CRUD

  • Index - add a document (and implicitly get it indexed soon)
e.g. PUT /test/_doc/1 with the JSON doc in the body
  • Get - get a specific document by ID
e.g. GET test/_doc/1 (HEAD if you only want to check that it exists)
this basically just gives you _source, so you can filter what part of that gets sent[30]
e.g. POST /test/_update/1
allows things like "script" : "ctx._source.votes += 1"
e.g. DELETE /test/_doc/1


Note that there is also a bulk API [33]

that lets you do many of the above at once
POST _bulk
where the body can contain many index, delete, update
libraries often support the bulk API in a way that makes sense for how the rest of that library



"Is update really update?"

It seems that update is essentially

  • construct a a new document based on the current version's _source
  • add 1 to the version
  • save that to a new segment
...even if it turns out there is no difference (...by default - you can specify that it should check and not do that - see detect_noop)

It seems that the old version will be considered deleted but still be on disk in that immutable segment it was originally entered in (until the next merge), and searches just happen to report only the latest (using _version)(verify) So if you do continuous updates on all of your documents, you can actually get the update process to fall behind, which can mean you temporarily use a lot more space (and search may be slightly slower too).



"Is there a difference between indexing a new version and updating the document?"

Very little in terms of what gets done at low level (both will create a new document, mark old as deleted)

It's most that for you there is a question of what you do is easier to express as

  • a new version of the data
  • the changes you want to see, or a script that makes them

Also, keep in mind how you are updating. If it's fetch, change, send, that's more steps than 'here is how to change it' in a script.

So if you do not keep track of changes to send to elasticsearch, you could update by throwing everything at at with detect_noop - which only applies to update.




Search[34]

GET /indexname/_search

Multi Search[35]

multiple searches with a single API call
GET /indexname/_msearch
...though the request can switch index

Async search


Multi Get[36]

Retrieves multiple JSON documents by ID.
GET /_mget



Search

Shapes of a query

This article/section is a stub — some half-sorted notes, not necessarily checked, not necessarily correct. Feel free to ignore, or tell me about it.


There is a specific Query DSL, where you expressing a structured search as an abstract syntax tree, which is communicated as JSON, so most APIs take a query that looks something like:

{
  "query": {
    "match_phrase": {
      "fieldname": "word word"
    }
  }
}


Notes:

  • the field names will vary with specific types of search. The nesting will too.
it has some auto-completion of the search syntax.
it remembers the queries you leave around
  • a quick "am I even indexing anything" test would probably use match_all[37] (no filter at all)


Exceptions / other options

The only exception to "you send ASTs as JSON" seems to be URI search[38] which exposes basic searches in a URL (without needing to send a JSON style query in the body), but unless this covers all your needs, you will eventually want to abandon this.

The only exceptions to "you must create query ASTs yourself" seem to be:

still uses that JSON, but feeds in a single query string in that specific lucene syntax, to be parsed internally
exposes a bunch of the search features in a shorter-to-write syntax
...that you have to learn
...that is fairly breakable
...that allows frankenqueries that unduly load your system
...so you probably don't want to expose this to users unless all of them are power users / already know lucene
  • simple_query_string[40]
same idea as the previous, but using the somewhat more simplified syntax
less breaky, still for experts

...but again, until this covers all your needs and doesn't ope


These exceptions may looks impler but in the long run you will probably need to abandon them. If you want to learn it once, learn the AST way. (that sais, a hacky translation to the latter syntax is sometimes an easier shortcut for the short term).

API-wise

The search API[41] (/indexname/_search) should cover many basic needs.


The search template API[42] does the same sort of search, but where you otherwise might find yourself writing some middleware to turn a form into a more complex query, templates allow you to slot some values into an existing saved template.


Multi search[43] (/indexname/_msearch) is sort of like bulk-CRUD but for search: you send in multiple search commands in one request. Responds with the same number of result sets.


Multi search template API[44] - seems to just be the combination of multi search and use of templates.



On result state, and getting more consistency between search interactions

In search systems in general, it can be a good tradeoff to

  • get a good indication of how many there roughly, and stop counting when the number amounts to "well, um, many" -- rather than get a precise count
  • don't fetch anything beyond the first page or so (ES defaults to 10) -- most people will never need it (and the ones that do could e.g. be served by an additional query - how you do this matters less than the saving you get from "nothing beyond the first page 90% of the time")
if search-and-fetch-a-few turns out to be cheap enough in terms of IO and CPU, we can consider doing them without storing state.
If in fact someone does the somewhat unusual thing of browing to page 2 or 3 or 4,

you can redo the same search and fetch some more (use from to fetch what amounts to the next bunch).

  • Separately, you might as well stop counting the fact that you have hits once that hits "more than anyone is interested in" (ES defaults to 10000)
  • forget the search immediately after serving it -- rather than keeping state around in RAM and/or on disk, for who knows how long exactly

...because it turns out we can do this faster than counting all the matching documents, or fetching all metadata.


However, this "we'll re-do it for page 2" means that if the index was refreshed between those actions, this new search will shift items around, so might get the same item again, or never show you are didn't see one one. Whenever that consistency or completeness really matters to you, you are probably looking for async or PIT:

  • Async search[45] - lets you start searches in the background.

Search functionality is mostly equivalent, there's some minor parameter differences (think cache)

the searches are store din their own index(verify) so you may want a mechanism to delete the searches by ID if you need to, and/or lower the time these are kept (default is 5 days, see keep_alive)
note that you wait_for_completion_timeout lets you ask for "return regular search if you finish quickly, make it async if not"
  • Point in time API[46] - consider that document updates and refreshes means you will generally get the latest results.
Searching multiple indices

...mostly points to Multi search (_msearch), which looks something like:

GET /index1/_msearch
{ }
{ "query": {"multi_match":{ "query":"fork",  "fields":["plaintext"]          } } }
{"index": "index2"}
{ "query": {"multi_match":{ "query":"fork",  "fields":["title","plaintext"]  } } }
{"index": "index3"}
{ "query": {"multi_match":{ "query":"fork",  "fields":["plaintext"]          } } }


Note that you can also do:

GET /index1,index2,index3/_search
{ "query": { "multi_match":{"query":"fork",  "fields":["title","plaintext"]  } } }


The first gives you three different result sets. You get control over the queries but you will have to merge them yourself, and it can be hard to get the scoring to work well.

The second effectively merges for you - but gives you little to no control how, and that one query better make equal sense for each index - so requires some forethought about the mapping of each.

Other, mostly more specific search-like APIs, and some debug stuff

terms_enum - meant to be a light lookup of indexed works by starting matches. Works on keyword fields, defaults to case sensitive.

index_filter allows search in multiple indices

suggester - suggests similar search terms based on edit distance


knn search searches a dense_vector close to the query vector.

doing this via a separate API is deprecated, being moved to a parameter on basic searches


count - count the number of hits a particular query gives.


Debugging searches:

explain - given a document ID and a query, explains how it does or doesn't match.

profile - gives timing info about parts of query execution

validate - ask whether a query is valid, without executing it; useful when crafting expensive queries

shards - report which shards would be accessed

composing queries

Compound queries
This article/section is a stub — some half-sorted notes, not necessarily checked, not necessarily correct. Feel free to ignore, or tell me about it.

Compound queries[47] wrap others (leaf queries, or other compound queries), for


One reason is logical combinations of other queries (note that when you do this for filtering only, there are sometimes other ways to filter that might be more efficient in specific situations)

bool [48]

lets you combine requirements with requirements like
must
filter is must without contributing to scoring
must_not
should ('portion of leafs must', and more matches scores higher)


The rest is mostly about more controlled scoring (particularly when you make such combinations)

dismax [49]

if multiple subqueries match the same document, the highest score gets used


boosting [50]

have subqueries weigh in positively and negatively


constant_score [51]

results from the search this wraps all get a fixed constant score

function_score [52]

results form the search this wraps with scripting that can consider values from the document and query


Term-level and full-text queries
This article/section is a stub — some half-sorted notes, not necessarily checked, not necessarily correct. Feel free to ignore, or tell me about it.


Term queries arenot put through an analyser, so stay one string, so are mostly used to match exact strings/terms.

Full-text queries are put through an analyzer (the same way as the text fields it searches), which does some alterations, and means the search then deals with multiple tokens.


term [53]

exact value
works in text fields but is only useful for fairly controlled things (e.g. username)

terms [54]

like term, matches any from a provided list

terms_set [55]

like terms, but with a minimum amount to match from a list


exists[56]

Returns documents that contain any indexed value for a field.

fuzzy[57]

Returns documents that contain terms similar to the search term. Elasticsearch measures similarity, or fuzziness, using a Levenshtein edit distance.

ids[58]

Returns documents based on their document IDs.

prefix[59]

Returns documents that contain a specific prefix in a provided field.

range [60]

Returns documents that contain terms within a provided range.

regexp[61]

Returns documents that contain terms matching a regular expression.

wildcard [62]

Returns documents that contain terms matching a wildcard pattern.


match [63]

matches text, number, date, or boolean data
in a single field
optionally does things like phrase or proximity queries, and things like edit-distance fuzziness
text is analysed; all tokens are searched - effectively defaults to OR of all terms (and/so apparently minimum_should_match=1)
{
  "query": {
    "match": {
      "fieldname":{
        "query": "scary matrix snowman monster",
        "minimum_should_match": 2   //optional, but 
      }
    }
  }
}

multi_match [64]

match, but searches one query in multiple fields
{
  "query": {
    "multi_match" : {
      "query":    "this is a test", 
      "fields": [ "subject", "message" ] 
    }
  }
}

combined_fields [65]

somewhat like multi_match, but instead of doing the query to each field separately, it acts as if it matched on a single field (that consists of the mentioned fields combined), useful when the match you want could span multiple fields
{
  "query": {
    "combined_fields" : {
      "query":      "database systems",
      "fields":     [ "title", "subject", "message"],
      "operator":   "and"
    }
  }
}


match_phrase [66]

analyses into tokens, then matches only if all are in a field, in the same sequence, and by default with a slop of 0 meaning they must be consecutive
{
  "query": {
    "match_phrase": {
      "message": "this is a test"
    }
  }
}


match_phrase_prefix [67]

like match_phrase, but the last token is a prefix match

match_bool_prefix [68]

constructs a bool of term-shoulds, but the last last is a prefix match



intervals [69]

imposes rules based on order and proximity of matching terms


query_string [70]

lucene-style query string which lets you specify fields, and AND,OR,NOT, in the query itself [71]
maybe don't expose to users, because it's quick to error out

simple_query_string [72]

Span queries

Result set

Aggregation

further notes

Performance considerations

query considerations

More general settings

indexing considerations

Routing

Clusters

Security notes

ES errors and warnings

Some Kibana notes