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Elasticsearch 5.x Cookbook
Elasticsearch 5.x Cookbook

Elasticsearch 5.x Cookbook: Distributed Search and Analytics , Third Edition

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Elasticsearch 5.x Cookbook

Chapter 2. Downloading and Setup

In this chapter, we will cover the following recipes:

  • Downloading and installing Elasticsearch

  • Setting up networking

  • Setting up a node

  • Setting up for Linux systems

  • Setting up different node types

  • Setting up a client node

  • Setting up an ingest node

  • Installing plugins in Elasticsearch

  • Installing plugins manually

  • Removing a plugin

  • Changing logging settings

  • Setting up a node via Docker

Introduction

This chapter explains the installation process and the configuration from a single developer machine to a big cluster, giving you hints on how to improve performance and skip misconfiguration errors.

There are different options in installing Elasticsearch and setting up a working environment for development and production.

When testing out Elasticsearch for a development cluster, the tool requires almost no configuration. However, when moving to production, it is important to properly configure the cluster based on your data, use cases, and your product architecture. The setup step is very important because a bad configuration can lead to bad results, poor performances, and kill your servers.

In this chapter, the management of Elasticsearch plugins is also discussed: installing, configuring, updating, and removing.

Downloading and installing Elasticsearch

Elasticsearch has an active community and the release cycles are very fast.

Because Elasticsearch depends on many common Java libraries (Lucene, Guice, and Jackson are the most famous ones), the Elasticsearch community tries to keep them updated and fixes bugs that are discovered in them and in Elasticsearch core. The large user base is also source of new ideas and features for improving Elasticsearch use cases.

For these reasons, if it's possible, the best practice is to use the latest available release (usually the more stable one and the less bugs free).

Getting ready

A supported Elasticsearch operative system (Linux/MacOSX/Windows) with a Java JVM 1.8 (the Oracle one is the preferred http://www.oracle.com/technetwork/java/javase/downloads/jdk8-downloads-2133151.html) or above installed. A web browser is required to download the Elasticsearch binary release. At least 1GB of free disk space is required to install Elasticsearch.

How to do it...

For downloading...

Setting up networking

Correctly setting up networking is very important for your nodes and cluster.

There are a lot of different installation scenarios and networking issues: the first step for configuring the nodes to build a cluster is to correctly set the node discovery.

Getting ready

You need a working Elasticsearch installation and know your current networking configuration (that is, IP).

How to do it...

For configuring networking, we will perform the following steps:

  • Open the Elasticsearch configuration file with your favorite text editor.

  • Using standard Elasticsearch configuration config/elasticsearch.yml file, your node is configured to bind on all your machine interfaces and does discovery broadcasting events to the nodes listed in discovery.zen.ping.unicast.hosts. This means that it sends signals to the machine in unicast list and waits for a response. If a node responds to it, they can join in a cluster.

  • If another node is available in the same LAN, they join the cluster.

    Note

    Only nodes...

Setting up a node

Elasticsearch allows customizing several parameters in an installation. In this recipe, we'll see the most used ones to define where to store our data and to improve the overall performances.

Getting ready

You need a working Elasticsearch installation as we described in the Downloading and installing Elasticsearch recipe and a simple text editor to change configuration files.

How to do it...

The steps required for setting up a simple node are as follows:

  • Open config/elasticsearch.yml with an editor of your choice.

  • Setup the directories that store your server data.

  • For Linux or Mac OS X type the following command:

        path.conf: /opt/data/es/conf
        path.data: /opt/data/es/data1,/opt2/data/data2
        path.work: /opt/data/work 
        path.logs: /opt/data/logs 
        path.plugins: /opt/data/plugins

  • For Windows type the following command:

        path.conf: c:\Elasticsearch\conf 
        path.data: c:\Elasticsearch\data 
        path.work: c:\Elasticsearch\work 
  ...

Setting up for Linux systems

If you are using a Linux system, you need to manage extra setup to improve performance or to resolve production problems with many indices.

This recipe covers two common errors that happened in production:

  • Too many open files that can corrupt your indices and your data

  • Slow performance in search and indexing due to garbage collector

Note

The other possible big troubles arise when you go out of disk space. In this scenario, some files can get corrupted. To prevent your indices from corruption and possible data loss, it is best practice to monitor the storage spaces.

Getting ready

You need a working Elasticsearch installation as we described in the Downloading and installing Elasticsearch recipe in this chapter and a simple text editor to change configuration files.

How to do it...

For improving the performances on Linux systems, we will perform the following steps:

  1. First you need to change the current limit for the user that runs the Elasticsearch server. In these examples...

Setting up different node types

Elasticsearch is natively designed for the cloud, so when you need to release a production environment with a huge number of records and you need high availability and good performances, you need to aggregate more nodes in a cluster.

Elasticsearch allows defining different type of nodes to balance and improve overall performances.

Getting ready

You need a working Elasticsearch installation as we described in the Downloading and installing Elasticsearch recipe and a simple text editor to change the configuration files.

How to do it...

For advance, set up a cluster. There are some parameters that must be configured to define different node types.

These parameters are in config/elasticsearch.yml file and they can be set with the following steps:

  1. Set up whether the node can be master or not:

            node.master: true

  2. Set up whether a node must contain data or not:

            node.data: true

How it works...

The node.master parameter defines that the node can become master...

Setting up a client node

The master nodes that we have seen previously are the most important for cluster stability. To prevent the queries and aggregations from creating instability in your cluster, client nodes can be used to provide safe communication with the cluster.

Getting ready

You need a working Elasticsearch installation as we described in the Downloading and installing Elasticsearch recipe in this chapter and a simple text editor to change configuration files.

How to do it...

For advance set up of a cluster, there are some parameters that must be configured to define different node types.

These parameters are in the config/elasticsearch.yml file and they can set up a client node with the following steps:

  1. Set up the node as a no master:

            node.master: false

  2. Set up the node to not contain data:

            node.data: false

How it works...

The client node is a special node that works as a proxy/pass thought for the cluster.

Its main advantages are:

  • It can easily kill or remove the cluster...

Setting up an ingestion node

The main goals of Elasticsearch are indexing, searching, and analytics, but it's often required to modify or enhance the documents before storing in Elasticsearch.

The most common scenarios in this case are:

  • Preprocessing the log string to extract meaningful data.

  • Enrich the content of some textual fields with Natural Language Processing (NLP) tools.

  • Add some transformation during ingestion such as convert IP in geolocalization or build custom fields at ingest time

Getting ready

You need a working Elasticsearch installation as we described in the Downloading and installing Elasticsearch recipe and a simple text editor to change configuration files.

How to do it...

To set up an ingest node, you need to edit the config/elasticsearch.yml file and set up the ingest property to true:

node.ingest: true

How it works...

The default configuration for Elasticsearch is to set the node as ingest node (refer to Chapter 13, Ingest, for more info on ingestion pipeline).

As the client node...

Installing plugins in Elasticsearch

One of the main features of Elasticsearch is the possibility to extend it with plugins. Plugins extend Elasticsearch features and functionalities in several ways.

In Elasticsearch 5.x, the plugins are native plugins--they are jars files that contain application code. They are used for:

  • ScriptEngine (JavaScript, Python, Scala, and Ruby)

  • Custom Analyzers, tokenizers, and scoring

  • REST entry points

  • Ingestion pipeline stages

  • Supporting new storages (Hadoop)

Getting ready

You need a working Elasticsearch installation as we described in the Downloading and installing Elasticsearch recipe and a prompt/shell to execute commands in Elasticsearch install directory.

How to do it...

Elasticsearch provides a script for automatic download and for installation of plugins in bin/directory called plugin.

The steps required to install a plugin are:

  • Call the plugin and install Elasticsearch command with the plugin name reference.

  • For installing an administrative interface for Elasticsearch...

Installing plugins manually

Sometimes your plugin is not available online or standard installation fails, so you need to install your plugin manually.

Getting ready

You need a working Elasticsearch installation as we described in the Downloading and installing Elasticsearch recipe and a prompt/shell to execute commands in Elasticsearch install directory.

How to do it...

We assume that your plugin is named awesome and it's packed in a file called awesome.zip.

The steps required to manually install a plugin are:

  • Copy your zip file in the plugins directory in your Elasticsearch home installation

  • If the directory named plugins doesn't exist, create it

  • Unzip the content of the plugin in the plugins directory

  • Remove the zip archive to clean up unused files

How it works...

Every Elasticsearch plugin is contained in a directory (usually named as the plugin name). The plugin directory should be filled with one or more JAR files.

When Elasticsearch starts, it scans the plugins directory and loads them.

Note

If...

Removing a plugin

You have installed some plugins and now you need to remove a plugin because it's not required. Removing an Elasticsearch plugin is easy to uninstall if everything goes right, otherwise you need to manually remove it.

This recipe covers both cases.

Getting ready

You need a working Elasticsearch installation as we described in the Downloading and installing Elasticsearch recipe and a prompt/shell to execute commands in Elasticsearch install directory. Before removing a plugin, it is safer to stop Elasticsearch server to prevent error due to the deletion of plugin JAR.

How to do it...

The steps to remove a plugin are as follows:

  1. Stop your running node to prevent exceptions caused due to removal of a file.

  2. Using the Elasticsearch plugin manager, which comes with its script wrapper (plugin).

    On Linux and MacOSX, type the following command:

            elasticsearch-plugin remove lang-python

    On Windows, type the following command:

            elasticsearch-plugin.bat remove lang-python

  3. Restart...

Changing logging settings

Standard logging settings work very well for general usage.

Changing the log level can be useful to check for bugs or understanding malfunctions due to bad configuration or strange plugin behaviors. A verbose log can be used from Elasticsearch community to cover problems.

If you need to debug your Elasticsearch server or change how the logging works (that is, remoting send events), you need to change the log4j2.properties parameters.

Getting ready

You need a working Elasticsearch installation as we described in the Downloading and installing Elasticsearch recipe and a simple text editor to change configuration files.

How to do it...

In the config directory in your Elasticsearch install directory, there is a log4j2.properties file, which controls the working settings.

The steps required for changing the logging settings are:

  1. To emit every kind of logging Elasticsearch has, you can change the current root level logging which is:

            rootLogger.level = info

  2. This needs...

Setting up a node via Docker

Docker (https://www.docker.com/) has become a common way to deploy for testing or production some application server.

Docker is a container system that allows to easily deploy replicable installations of server applications. With Docker, you don't need to set up a host, configure it, download the Elasticsearch server, unzip it, or start the server--everything is done automatically by Docker.

Getting ready

You need a working Docker installation to be able to execute docker commands (https://www.docker.com/products/overview).

How to do it...

  1. If you want to start a vanilla server, just execute:

            docker pull docker.elastic.co/elasticsearch/elasticsearch:5.1.1

  2. An output similar to the following screenshot will be shown:

  3. After downloading the Elasticsearch image, we can start a develop instance via:

            docker run -p 9200:9200 -p 9300:9300 -e "http.host=0.0.0.0" -e    
        "transport.host=0.0.0.0"    
        docker.elastic.co/elasticsearch/elasticsearch:5.1...
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Key benefits

  • Deploy and manage simple Elasticsearch nodes as well as complex cluster topologies
  • Write native plugins to extend the functionalities of Elasticsearch 5.x to boost your business
  • Packed with clear, step-by-step recipes to walk you through the capabilities of Elasticsearch 5.x

Description

Elasticsearch is a Lucene-based distributed search server that allows users to index and search unstructured content with petabytes of data. This book is your one-stop guide to master the complete Elasticsearch ecosystem. We’ll guide you through comprehensive recipes on what’s new in Elasticsearch 5.x, showing you how to create complex queries and analytics, and perform index mapping, aggregation, and scripting. Further on, you will explore the modules of Cluster and Node monitoring and see ways to back up and restore a snapshot of an index. You will understand how to install Kibana to monitor a cluster and also to extend Kibana for plugins. Finally, you will also see how you can integrate your Java, Scala, Python, and Big Data applications such as Apache Spark and Pig with Elasticsearch, and add enhanced functionalities with custom plugins. By the end of this book, you will have an in-depth knowledge of the implementation of the Elasticsearch architecture and will be able to manage data efficiently and effectively with Elasticsearch.

Who is this book for?

If you are a developer who wants to get the most out of Elasticsearch for advanced search and analytics, this is the book for you. Some understanding of JSON is expected. If you want to extend Elasticsearch, understanding of Java and related technologies is also required.

What you will learn

  • Choose the best Elasticsearch cloud topology to deploy and power it up with external plugins
  • Develop tailored mapping to take full control of index steps
  • Build complex queries through managing indices and documents
  • Optimize search results through executing analytics aggregations
  • Monitor the performance of the cluster and nodes
  • Install Kibana to monitor cluster and extend Kibana for plugins
  • Integrate Elasticsearch in Java, Scala, Python and Big Data applications
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Publication date : Feb 06, 2017
Length: 696 pages
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Length: 696 pages
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Language : English
ISBN-13 : 9781786465580
Vendor :
Elastic
Category :
Data
Languages :
Java
Concepts :
Enterprise Search
Tools :
Elasticsearch

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Table of Contents

18 Chapters
Getting Started Chevron down icon Chevron up icon
Getting Started
Introduction
Understanding node and cluster
Understanding node services
Managing your data
Understanding cluster, replication, and sharding
Communicating with Elasticsearch
Using the HTTP protocol
Using the native protocol
Downloading and Setup Chevron down icon Chevron up icon
Downloading and Setup
Introduction
Downloading and installing Elasticsearch
Setting up networking
Setting up a node
Setting up for Linux systems
Setting up different node types
Setting up a client node
Setting up an ingestion node
Installing plugins in Elasticsearch
Installing plugins manually
Removing a plugin
Changing logging settings
Setting up a node via Docker
Managing Mappings Chevron down icon Chevron up icon
Managing Mappings
Introduction
Using explicit mapping creation
Mapping base types
Mapping arrays
Mapping an object
Mapping a document
Using dynamic templates in document mapping
Managing nested objects
Managing child document
Adding a field with multiple mapping
Mapping a GeoPoint field
Mapping a GeoShape field
Mapping an IP field
Mapping an attachment field
Adding metadata to a mapping
Specifying a different analyzer
Mapping a completion field
Basic Operations Chevron down icon Chevron up icon
Basic Operations
Introduction
Creating an index
Deleting an index
Opening/closing an index
Putting a mapping in an index
Getting a mapping
Reindexing an index
See also
Refreshing an index
Flushing an index
ForceMerge an index
Shrinking an index
Checking if an index or type exists
Managing index settings
Using index aliases
Rollover an index
Indexing a document
Getting a document
Deleting a document
Updating a document
Speeding up atomic operations (bulk operations)
Speeding up GET operations (multi GET)
Search Chevron down icon Chevron up icon
Search
Introduction
Executing a search
Sorting results
Highlighting results
Executing a scrolling query
Using the search_after functionality
Returning inner hits in results
Suggesting a correct query
Counting matched results
Explaining a query
Query profiling
Deleting by query
Updating by query
Matching all the documents
Using a boolean query
Text and Numeric Queries Chevron down icon Chevron up icon
Text and Numeric Queries
Introduction
Using a term query
Using a terms query
Using a prefix query
Using a wildcard query
Using a regexp query
Using span queries
Using a match query
Using a query string query
Using a simple query string query
Using the range query
The common terms query
Using IDs query
Using the function score query
Using the exists query
Using the template query
Relationships and Geo Queries Chevron down icon Chevron up icon
Relationships and Geo Queries
Introduction
Using the has_child query
Using the has_parent query
Using nested queries
Using the geo_bounding_box query
Using the geo_polygon query
Using the geo_distance query
Using the geo_distance_range query
Aggregations Chevron down icon Chevron up icon
Aggregations
Introduction
Executing an aggregation
Executing stats aggregations
Executing terms aggregation
Executing significant terms aggregation
Executing range aggregations
Executing histogram aggregations
Executing date histogram aggregations
Executing filter aggregations
Executing filters aggregations
Executing global aggregations
Executing geo distance aggregations
Executing children aggregations
Executing nested aggregations
Executing top hit aggregations
Executing a matrix stats aggregation
Executing geo bounds aggregations
Executing geo centroid aggregations
Scripting Chevron down icon Chevron up icon
Scripting
Introduction
Painless scripting
Installing additional script plugins
Managing scripts
Sorting data using scripts
Computing return fields with scripting
Filtering a search via scripting
Using scripting in aggregations
Updating a document using scripts
Reindexing with a script
Managing Clusters and Nodes Chevron down icon Chevron up icon
Managing Clusters and Nodes
Introduction
Controlling cluster health via an API
Controlling cluster state via an API
Getting nodes information via API
Getting node statistics via the API
Using the task management API
Hot thread API
Managing the shard allocation
Monitoring segments with the segment API
Cleaning the cache
Backup and Restore Chevron down icon Chevron up icon
Backup and Restore
Introduction
Managing repositories
Executing a snapshot
Restoring a snapshot
Setting up a NFS share for backup
Reindexing from a remote cluster
User Interfaces Chevron down icon Chevron up icon
User Interfaces
Introduction
Installing and using Cerebro
Installing Kibana and X-Pack
Managing Kibana dashboards
Monitoring with Kibana
Using Kibana dev-console
Visualizing data with Kibana
Installing Kibana plugins
Generating graph with Kibana
Ingest Chevron down icon Chevron up icon
Ingest
Introduction
Pipeline definition
Put an ingest pipeline
Get an ingest pipeline
Delete an ingest pipeline
Simulate an ingest pipeline
Built-in processors
Grok processor
Using the ingest attachment plugin
Using the ingest GeoIP plugin
Java Integration Chevron down icon Chevron up icon
Java Integration
Introduction
Creating a standard Java HTTP client
Creating an HTTP Elasticsearch client
Creating a native client
Managing indices with the native client
Managing mappings
Managing documents
Managing bulk actions
Building a query
Executing a standard search
Executing a search with aggregations
Executing a scroll search
Scala Integration Chevron down icon Chevron up icon
Scala Integration
Introduction
Creating a client in Scala
Managing indices
Managing mappings
Managing documents
Executing a standard search
Executing a search with aggregations
Python Integration Chevron down icon Chevron up icon
Python Integration
Introduction
Creating a client
Managing indices
Managing mappings include the mapping
Managing documents
Executing a standard search
Executing a search with aggregations
Plugin Development Chevron down icon Chevron up icon
Plugin Development
Introduction
Creating a plugin
Creating an analyzer plugin
Creating a REST plugin
Creating a cluster action
Creating an ingest plugin
Big Data Integration Chevron down icon Chevron up icon
Big Data Integration
Introduction
Installing Apache Spark
Indexing data via Apache Spark
Indexing data with meta via Apache Spark
Reading data with Apache Spark
Reading data using SparkSQL
Indexing data with Apache Pig

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Sep 2024 334 pages
Full star icon 4.5 (13)
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Artificial Intelligence Engines
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AI Product Manager's Handbook
AI Product Manager's Handbook
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Hands-On Reinforcement Learning with Python
Hands-On Reinforcement Learning with Python
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Jun 2018 318 pages
Full star icon 2.6 (18)
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LLM Engineer's Handbook
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Oct 2024 522 pages
Full star icon 4.8 (13)
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Customer reviews

Rating distribution
Full star icon Full star icon Half star icon Empty star icon Empty star icon 2.5
(4 Ratings)
5 star 0%
4 star 0%
3 star 50%
2 star 50%
1 star 0%
Charles Apr 15, 2017
Full star icon Full star icon Full star icon Empty star icon Empty star icon 3
The book contains many single recipes for many things people do with elastic.For instance 1 recipe is "indexing a document" and another is "aggregation with a filter"The recipes are nothing you can't find online and some of them are worthless, like a good chunk of the book are recipes for scala and python apis which don't really belong in a book about elasticsearch. There's also a lot written on plugin development and web UIs for elastic..I would recommend it if you need an elastic reference for when google is unavailable - and there's a few good tips on in depth technical stuff but its not a great book if you want to learn advanced elasticsearch things you can't find online.
Amazon Verified review Amazon
Rajeev Goel Sep 25, 2017
Full star icon Full star icon Full star icon Empty star icon Empty star icon 3
Not upto mark, Coding examples are using syntax from Elasticsearch -5.0. Advanced features are not explained well.
Amazon Verified review Amazon
jbdemonte Mar 23, 2017
Full star icon Full star icon Empty star icon Empty star icon Empty star icon 2
Je m'attendais à un vrai cookbook, j'ai rien trouvé de plus dans ce boucain que je n'avais dans les autres
Amazon Verified review Amazon
G.S May 10, 2018
Full star icon Full star icon Empty star icon Empty star icon Empty star icon 2
Not well written, apparently written in another language originally and translated to English and it shows.
Amazon Verified review Amazon

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About the author

Profile icon Alberto Paro
Alberto Paro
Github icon
Alberto Paro is an engineer, manager, and software developer. He currently works as technology architecture delivery associate director of the Accenture Cloud First data and AI team in Italy. He loves to study emerging solutions and applications, mainly related to cloud and big data processing, NoSQL, Natural language processing (NLP), software development, and machine learning. In 2000, he graduated in computer science engineering from Politecnico di Milano. Then, he worked with many companies, mainly using Scala/Java and Python on knowledge management solutions and advanced data mining products, using state-of-the-art big data software. A lot of his time is spent teaching how to effectively use big data solutions, NoSQL data stores, and related technologies.
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Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

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Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

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Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

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