Posts Tagged ‘elasticsearch’

Analysts getting a bad press – how can they do better?

It seems to be a bad summer for analyst companies in several sectors: here’s Forrester getting a kicking from Digital Clarity Group about their Wave report on Digital Experience Delivery Platforms (my first challenge was understanding what on earth those are, but I think it’s a new shiny name for web content management), Nuix putting the boot into Gartner about their eDiscovery Magic Quadrant, and Stephen Few jumping up and down in hobnail boots on both analyst firms about Business Intelligence (insert your own joke here), complete with a not particularly enlightening reply from Forrester themselves.

Miles Kehoe has already taken a look at Gartner’s Magic Quadrant report on our own Enterprise Search sector. I’ve written before on how I don’t think open source solutions are particularly well treated by the large analyst firms, as they often focus on vendors only. The world has somewhat changed though and five of the seventeen vendors mentioned are using a base of open source technology, so at least some of this major part of the market is covered.

However the problem remains that the MQ ignores a great deal of the enterprise search sector: it doesn’t cover Sharepoint with its FAST-derived search facility, Oracle’s Endeca (which apparently is now no longer available as a standalone product, a surprise to me), Funnelback (which is again incorrectly labelled as open source – it’s the Squiz CMS software that’s open source, not the search engine they bought) or the rising star of Elasticsearch. If you were new to the sector you might conclude that none of these options are available to you. Gartner itself says “This Magic Quadrant introduces search managers and information architects in end-user organizations to the range of enterprise search vendors they can choose from” – but this range is severely and artificially restricted.

Let’s hope that the analyst firms take note of some of this bad press – perhaps it’s time to change approach, be more open about biases and methodologies, and stop producing hugely oversimplified diagrams to characterise complex and deep business sectors.

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Posted in Business

July 30th, 2014

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Searching for IP addresses in text with Elasticsearch

We recently implemented a search solution for a customer using Elasticsearch. Most of their requirements were fairly standard, however they also wanted to be able to search for IP addresses embedded in the document text, using a flexible and precise search syntax, e.g. given the following document fragment:

    ... the API can be accessed at on port 8700 ...

the following searches should all find the document:

While it would have been possible to implement the multiple wildcard requirement with Elasticsearch/Lucene regular expression queries, there is no simple way to handle the numeric range requirement without constructing some fairly complex regexps. Furthermore, regular expression queries can be slow to run (depending on the complexity of the expression and the size of the index), and this application had a large index.

The obvious thing to do here is to parse the IP address into separate numbers and index it into numeric fields. e.g.:

    "ip1": 167,
    "ip2": 87,
    "ip3": 3,
    "ip4": 201,
    "text": "the API can be ..."

Then, user queries such as “167.[80-100].3.*” can be parsed into an Elasticsearch query:

    "query": {
      "bool": {
        "must": [
          { "term": { "ip1": 167 }},
          { "range": { "ip2": { "from": 80, "to": 100 }}},
          { "term": { "ip3": 3 }}

(please note that these queries are for illustrative purposes only, and are untested).

Unfortunately, this approach fails when there is more than one IP address per document (as there generally was in this case), since if multiple values exist for the ipN fields the relationship between each component is lost. For example, a document containing:

    ... servers at and are load balanced ...

would spuriously match the user query above, despite the fact that neither IP address matches the query exactly. One possibility would be to use dynamic fields to index each address to a different set of fields:

    "ip1_1": 167,
    "ip2_1": 133,
    "ip3_1": 88,
    "ip4_1": 1,
    "ip1_2": 176,
    "ip2_2": 90,
    "ip3_2": 3,
    "ip4_2": 10,

However, queries would have to cover all possible IP fields with repeated OR subqueries, which would quickly become ugly and unmanagable.

Luckily, Elasticsearch nested documents provide exactly the mechanism we need to preserve the IP address structure within the main document (Solr does too, though this post does not go into the details). This is most easily explained with a JSON example with two IP addresses:

    "text": "Lorem ipsum dolor sit amet, ei impetus persecuti eam...",
    "ipaddr" : [
        "ip1": 167,
        "ip2": 133,
        "ip3": 88,
        "ip4": 1
        "ip1": 176,
        "ip2": 90,
        "ip3": 3,
        "ip4": 10

This requires a declaration of the ipaddr type as “nested” in the index mapping:

  "mappings": {
    "document": {
      "properties": {
        "text": {
          "type": "string",
          "analyzer": "standard"
        "ipaddr" : {
          "type" : "nested"

The child documents are created by the indexer script, which uses a regular expression to find all IP addresses in the document content and parses them into separate numbers. IP addresses can then be searched for using the nested query type, e.g:

    "nested" : {
      "path" : "ipaddr",
      "query" : {
        "bool": {
            "must": [
              { "term": { "ip1": 167 }},
              { "range": { "ip2": { "from": 80, "to": 100 }}},
              { "term": { "ip3": 3 }}

This query selects parent documents containing at least one ipaddr child document which matches the query. Internally, children are stored as separate documents from parents, but the join is done transparently and extremely fast.

Nested queries can, of course, be combined with text queries etc. The application we built for the client (in AngularJS and Python/Flask) parses user queries to extract IP query expressions and builds combined text, boolean and nested queries to implement the required search logic.

One slight problem with this approach is that IP addresses are not included in any highlighted summaries generated by Elasticsearch as part of search results. This is because the highlighter does not know where in the text the matching IP address is. There is no simple way around this, so to generate highlighted search summaries we used our own standalone highlighter component, extending it to ‘understand’ the IP query syntax. This code is Apache 2 licensed and is free to download and use.

To sum up, this post outlines how we used Elasticsearch’s nested document type to implement a flexible and fast IP address search syntax. Of course, the same approach could be used to search any other type of structured entity in document text, such as social security numbers, ISBNs etc.

As Hadoop gains, does Lucene benefit?

The last few weeks have seen a rush of investment in companies that offer Hadoop-powered Big Data platforms – the most recent being Intel’s investment in Cloudera, but Hortonworks has also snorted up $100m.

Gartner correctly explains that Hadoop isn’t just one project, but an ecosystem comprising an increasing number of open source projects (and some closed source distributions and add-ons). Once you’ve got your Big Data in a HDFS-shaped pile, there are many ways to make sense of it – and one of those is a search engine, so there’s been a lot of work recently trying to add Lucene-powered search engines such as Apache Solr and Elasticsearch into the mix. There’s also been some interesting partnerships.

I’m thus wondering whether this could signal a significant boost to the development of these search projects: there are already Lucene/Solr committers working at Hadoop-flavoured companies who have been working on distributed search and other improvements to scalability. Let’s hope some of the investment cash goes to search!

London Search Meetup – Serious Solr at Bloomberg & Elasticsearch 1.0

The financial information service Bloomberg hosted last Friday’s London Search Meetup in their offices on Finsbury Square – the venue had to be seen to be believed, furnished as it is with neon, chrome, modern art and fishtanks. A slight step up from the usual room above a pub! The first presenter was Ramkumar Aiyengar of Bloomberg on their new search system, accessed via the Bloomberg terminal (as it seems is everything else – Ramkumar even opened his presentation file and turned off notifications from his desk phone from within this application).

Make no mistake, Bloomberg’s requirements are significant: 900,000 new stories from 75,000 sources and 8 million manual searches every day with another 350,000 stored searches running automatically. Some of these stored searches are Boolean expressions with up to 20,000 characters and the source data is also enhanced with keywords from a list of over a million tags. Access Control Lists (ACLs) for security and over 40 languages are also supported, with new stories becoming searchable within 100ms. What is impressive is that these requirements are addressed using the open source Apache Lucene/Solr engine running 256 index shards, replicated 4 times for a total of 1024 cores, on a farm of 32 servers each with 256GB of RAM. It’s interesting to wonder if many closed source search engines could cope at all at this scale, and slightly scary to think how much it might cost!

Ramkumar explained how achieving this level of performance had led them to expose (and help to fix) quite a few previously unknown race conditions in Solr. His team had also found innovative ways to cope with such a large number of tags – each has a confidence value, say 70%, and this can be used to perform a kind of TF/IDF ranking by effectively adding 70 copies of the tag to a document. They have also developed an XML-based query parser for their in-house query syntax (althought in the future the JSON format may be used) and have contributed code back to Solr (for those interested, Bloomberg have contributed to SOLR-839 and are also looking at SOLR-4351).

For the monitoring requirement, we were very pleased to hear they are building an application based on our own Luwak stored query engine, which we developed for just this sort of high-performance application – we’ll be helping out where we can. Other future plans include relevance improvements, machine translation, entity search and connecting to some of the other huge search indexes running at Bloomberg, some on the petabyte scale.

Next up was Mark Harwood of Elasticsearch with an introduction to some of the features in version 1.0 and above. I’d been lucky enough to see Mark talk about some of these features a few weeks before so I won’t repeat myself here, but suffice it to say he again demonstrated the impressive new Aggregrations feature and raised the interesting possibility of market analysis by aggregating over a set of logged queries – identifying demand from what people are searching for.

Thanks to Bloomberg, Ramkumar, Mark and Tyler Tate for a fascinating evening – we also had a chance to remind attendees of the combined London & Cambridge Search Meetup on April 29th to coincide with the Enterprise Search Europe conference (note the discount code!).

Cambridge Search Meetup – six degrees of ontology and Elasticsearching products

Last Wednesday evening the Cambridge Search Meetup was held with too very different talks – we started with Zoë Rose, an information architect who has lent her expertise to Proquest, the BBC and now the UK Government. She gave an engaging talk on ontologies, showing how they can be useful for describing things that don’t easily fit into traditional taxonomies and how they can even be used for connecting Emperor Hirohito of Japan to Kevin Bacon in less than six steps. Along the way we learnt about sea creatures that lose their spines, Zoë’s very Australian dislike of jellyfish and other stinging sea dwellers and her own self-cleaning fish tank at home.

As search developers, we’re often asked to work with both taxonomies and ontologies and the challenge is how to represent them in a flat, document-focused index – perhaps ontologies are better represented by linked data stores such as provided by Apache Marmotta.

Next was Jurgen Van Gael of Rangespan, a company that provide an easy way for retailers to expand their online inventory beyond what is available in brick-and-mortar stores (customers include Tesco, Argos and Staples). Jurgen described how product data is gathered into MongoDB and MySQL databases, processed and cleaned up on a Apache Hadoop cluster and finally indexed using Elasticsearch to provide a search application for Rangespan’s customers. Although indexing of 50 million items takes only 75 minutes, most of the source data is only updated daily. Jurgen described how heirarchical facets are available and also how users may create ’shortlists’ of products they may be interested in – which are stored directly in Elasticsearch itself, acting as a simple NoSQL database. For me one of the interesting points from his talk was why Elasticsearch was chosen as a technology – it was tried during a hack day, found to be very easy to scale and to get started with and then quickly became a significant part of their technology stack. Some years ago implementing this kind of product search over tens of millions of items would have been a significant challenge (not to mention very expensive) – with Elasticsearch and other open source software this is simply no longer the case.

Networking and socialising continued into the evening, with live music in the pub downstairs. Thanks to everyone who came and in particular our two speakers. We’ll be back with another Meetup soon!

ElasticSearch London Meetup – a busy and interesting evening!

I was lucky enough to attend the London ElasticSearch User Group’s Meetup last night – around 130 people came to the Goldman Sachs offices in Fleet Street with many more on the waiting list. It signifies quite how much interest there is in ElasticSearch these days and the event didn’t disappoint, with some fascinating talks.

Hugo Pickford-Wardle from Rely Consultancy kicked off with a discussion about how ElasticSearch allows for rapid ‘hard prototyping’ – a way to very quickly test the feasibility of a business idea, and/or to demonstrate previously impossible functionality using open source software. His talk focussed on how a search engine can help to surface content from previously unconnected and inaccessible ‘data islands’ and can help promote re-use and repurposing of the data, and can lead clients to understand the value of committing to funding further development. Examples included a new search over planning applications for Westminster City Council. Interestingly, Hugo mentioned that during one project ElasticSearch was found to be 10 times faster than the closed source (and very expensive) Autonomy IDOL search engine.

Next was Indy Tharmakumar from our hosts Goldman Sachs, showing how his team have built powerful support systems using ElasticSearch to index log data. Using 32 1 core CPU instances the system they have built can store 1.2 billion log lines with a throughput up to 40,000 messages a second (the systems monitored produce 5TB of log data every day). Log data is queued up in Redis, distributed to many Logstash processes, indexed by Elasticsearch with a Kibana front end. They learned that Logstash can be particularly CPU intensive but Elasticsearch itself scales extremely well. Future plans include considering Apache Kafka as a data backbone.

The third presentation was by Clinton Gormley of ElasticSearch, talking about the new cross field matching features that allow term frequencies to be summed across several fields, preventing certain cases where traditional matching techniques based on Lucene’s TF/IDF ranking model can produce some unexpected behaviour. Most interesting for me was seeing Marvel, a new product from ElasticSearch (the company), containing the Sense developer console allowing for on-the-fly experimentation. I believe this started as a Chrome plugin.

The last talk, by Mark Harwood, again from ElasticSearch, was the most interesting for me. Mark demonstrated how to use a new feature (planned for the 1.1 release, or possibly later), an Aggregator for significant terms. This allows one to spot anomalies in a data set – ‘uncommon common’ occurrences as Mark described it. His prototype showed a way to visualise UK crime data using Google Earth, identifying areas of the country where certain crimes are most reported – examples including bike theft here in Cambridge (which we’re sadly aware of!). Mark’s Twitter account has some further information and pictures. This kind of technique allows for very powerful analytics capabilities to be built using Elasticsearch to spot anomalies such as compromised credit cards and to use visualisation to further identify the guilty party, for example a hacked online merchant. As Mark said, it’s important to remember that the underlying Lucene search library counts everything – and we can use those counts in some very interesting ways.
UPDATE Mark has posted some code from his demo here.

The evening closed with networking, pizza and beer with a great view over the City – thanks to Yann Cluchey for organising the event. We have our own Cambridge Search Meetup next week and we’re also featuring ElasticSearch, as does the London Search Meetup a few weeks later – hope to see you there!

The closed-source topping on the open-source Elasticsearch

Today Elasticsearch (the company, not the software) announced their first commercial, closed-source product, a monitoring plugin for Elasticsearch (the software, not the company – yes I know this is confusing, one might suspect deliberately so). Amongst the raft of press releases there are a few small liberties with the truth, for example describing Elasticsearch (the company) as ‘founded in 2012 by the people behind the Elasticsearch and Apache Lucene open source projects’ – surely the latter project was started by Doug Cutting, who isn’t part of the aforementioned company.

Adding some closed-source dusting to a popular open-source distribution is nothing new of course – many companies do it, especially those that are venture funded – it’s a way of building intellectual property while also taking full advantage of the open-source model in terms of user adoption. Other strategies include curated distributions such as that offered by Heliosearch, founded by Solr creator Yonik Seeley and our partner LucidWorks‘ complete packaged search applications. It can help lock potential clients into your version of the software and your vision of the future, although of course they are still free to download the core and go it alone (or engage people like us to help do so), which helps them retain some control.

It’s going to be interesting to see how this strategy develops for Elasticsearch (for the last time, the company). At Flax we’ve also built various additional software components for search applications – but as we have no external investors to please these are freely available as open-source software, including Luwak our fast stored query engine, Clade a taxonomy/classification prototype and even some file format extractors.

Time for the crystal ball again…

It’s always fun to make predictions about the future, especially as one can be pretty sure to be proved wrong in interesting ways. At the start of 2014 we at Flax are looking forward to another year of building open source search and we already have some great client projects in progress that we’ll shortly be able to talk about, but what else might be happening this year? Here’s some points to note:

  • The Elasticsearch project continues to add features at a prodigious rate during the arms race between it and Apache Solr – this battle can only be good news for end users in our view. We can expect a 1.0 release of Elasticsearch this year and several further major 4.x releases of Solr.
  • The Solr world has become slightly more complex as original author Yonik Seeley has left Lucidworks to start his own company, Heliosearch – with its own packaged distribution of Solr. How will Heliosearch contribute to the Solr ecosystem?
  • HP Autonomy is a sponsor of the Enterprise Search Europe conference this year, although there’s still some fallout from HP’s acquisition of Autonomy, and little news from the various official investigations into this process. Perhaps this year HP’s overall strategy will become a little clearer.
  • The Big Data bandwagon rolls on and more or less every search company now stresses its capabilities in this area for marketing purposes: but how big is Big? It’s not enough just to re-quote IDC’s latest study on how many exobytes everyone is producing these days, the value is in the detail, not the sheer volume: good (and deep) analytics is the key.
  • We think there might be some interesting things happening around open source search and bioinformatics soon – watch this space!

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Posted in News

January 7th, 2014

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Finding the elephant in the room: open source search & Hadoop grow closer together

I’ve been lucky enough to attend two talks on Hadoop in the last few weeks which has made me take a closer look at this technology. In case you didn’t know, Hadoop is an Apache top level open source project comprising a framework for distributed computing and storage, originally created by Doug Cutting (also the creator of Apache Lucene) while at Yahoo! in 2005. Distributed computing is carried out using MapReduce (roughly speaking, the ‘map’ bit involves splitting a processing task up into chunks and distributing these among various processing nodes, the ‘reduce’ bit brings all the results together again) and the storage uses the Hadoop Distributed File System (HDFS). There are other parts of Hadoop including a database (HBase), data warehouse with SQL-like language (Hive), scripting language (Pig) and more.

Those I’ve spoken to who have attempted to build applications on Hadoop have said that it’s very much a kit of parts rather than an integrated platform, so not that easy to get started with – which has led to the emergence of various vendors providing ‘curated’ distributions and support, much as Lucidworks does for Apache Lucene/Solr. Cloudera, Hortonworks, and MapR are just some of the best-known of these vendors. With everyone jumping on the BigData bandwagon these days some of these vendors have attracted significant interest and funding.

As you might expect full-text search is often required for these distributed systems and there have been various attempts to bring Hadoop and search closer together. Hortonworks support integration with Elasticsearch, although this currently appears to mean that you can use Hive or Pig to move data from Hadoop on or off a separate Elasticsearch cluster, rather than the search engine running on the cluster itself. Cloudera’s integration of Hadoop with Solr appears to be tighter, with Solr storing its indexes on HDFS directly (perhaps not surprising considering Lucene/Solr committer Mark Miller, who is responsible for most recent SolrCloud development, works for Cloudera). Cloudera even has its own data conditioning framework Flume (yes, it seems we need yet another data conditioning/pipelining solution!) and allows for distributed indexing. MapR have partnered with LucidWorks and integrated LucidWorks Search into their distribution. All these vendors are heavy contributors to Hadoop of course and most also contribute to Lucene/Solr or Elasticsearch.

Since Hadoop has been linked with search from the beginning one can hope that these integration efforts will continue – applications that require distributed search are becoming increasingly common and Hadoop, despite its nature as a kit of parts requiring assembly, is a good foundation to build on.

Elasticsearch meetup – Duedil, Hadoop and more

I visited the London Elasticsearch User Groupsmeetup last night for the first time, in the rather splendid HQ of Skills Matter just down from Old Street – the venue had a great buzz. The first speaker was Chris Simpson from Duedil who provide UK company information gleaned from Companies House and other sources. He told us about using Elasticsearch to provide faceted search (including some great clickable bar graphs for numerical range facets) and how they bulk index around 9 million company records in about an hour, using Elasticsearch’s alias features to swap in new indexes once they’re ready – so there is no impact on search performance while indexing. He mentioned a common problem with search engines, which is there is no easy way to be sure how much hardware you’ll need until you ‘know your data and know your hosts’.

Next up was Chris Harris from Hortonworks, who provide a packaged and supported Apache Hadoop distribution. He explained how Hadoop can be used for capturing huge numbers of transactions (these could be interactions with an e-commerce website for example) and for storing them in a distributed database on low-cost hardware. The Hive ‘SQL-like’ language can then be used to extract the data and send it directly to Elasticsearch, or indeed to run queries on Elasticsearch and send the results back to Hadoop as a table. Similar processes can be run with the Pig scripting language. There followed some interesting discussions about the future of Hadoop, where search engines such as Elasticsearch may run directly on Hadoop nodes, working with the data locally. It will be interesting to compare this with the approach taken by Cloudera who are talking on Hadoop & Solr this Thursday at our own Meetup in Cambridge.

Clinton Gormley from Elasticsearch finished up with a Q&A, during which he talked about the new Phrase Suggesters based on Lucene’s new Finite State Machines, and gave hints about when the long awaited 1.0 release of Elasticsearch will appear – apparently early 2014 is now likely.

Thanks to all the speakers and to Elasticsearch for the very welcome beer and pizza – this certainly won’t be our last visit to this user group on what is an increasingly adopted open source search engine.