--- stage: Data Stores group: Global Search info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/product/ux/technical-writing/#assignments --- # Advanced search development guidelines This page includes information about developing and working with Elasticsearch. Information on how to enable Elasticsearch and perform the initial indexing is in the [Elasticsearch integration documentation](../integration/advanced_search/elasticsearch.md#enable-advanced-search). ## Deep Dive In June 2019, Mario de la Ossa hosted a Deep Dive (GitLab team members only: `https://gitlab.com/gitlab-org/create-stage/issues/1`) on the GitLab [Elasticsearch integration](../integration/advanced_search/elasticsearch.md) to share his domain specific knowledge with anyone who may work in this part of the codebase in the future. You can find the [recording on YouTube](https://www.youtube.com/watch?v=vrvl-tN2EaA), and the slides on [Google Slides](https://docs.google.com/presentation/d/1H-pCzI_LNrgrL5pJAIQgvLX8Ji0-jIKOg1QeJQzChug/edit) and in [PDF](https://gitlab.com/gitlab-org/create-stage/uploads/c5aa32b6b07476fa8b597004899ec538/Elasticsearch_Deep_Dive.pdf). Everything covered in this deep dive was accurate as of GitLab 12.0, and while specific details might have changed, it should still serve as a good introduction. In August 2020, a second Deep Dive was hosted, focusing on [GitLab-specific architecture for multi-indices support](#zero-downtime-reindexing-with-multiple-indices). The [recording on YouTube](https://www.youtube.com/watch?v=0WdPR9oB2fg) and the [slides](https://lulalala.gitlab.io/gitlab-elasticsearch-deepdive/) are available. Everything covered in this deep dive was accurate as of GitLab 13.3. ## Supported Versions See [Version Requirements](../integration/advanced_search/elasticsearch.md#version-requirements). Developers making significant changes to Elasticsearch queries should test their features against all our supported versions. ## Setting up development environment See the [Elasticsearch GDK setup instructions](https://gitlab.com/gitlab-org/gitlab-development-kit/blob/main/doc/howto/elasticsearch.md) ## Helpful Rake tasks - `gitlab:elastic:test:index_size`: Tells you how much space the current index is using, as well as how many documents are in the index. - `gitlab:elastic:test:index_size_change`: Outputs index size, reindexes, and outputs index size again. Useful when testing improvements to indexing size. Additionally, if you need large repositories or multiple forks for testing, please consider [following these instructions](rake_tasks.md#extra-project-seed-options) ## How does it work? The Elasticsearch integration depends on an external indexer. We ship an [indexer written in Go](https://gitlab.com/gitlab-org/gitlab-elasticsearch-indexer). The user must trigger the initial indexing via a Rake task but, after this is done, GitLab itself will trigger reindexing when required via `after_` callbacks on create, update, and destroy that are inherited from [`/ee/app/models/concerns/elastic/application_versioned_search.rb`](https://gitlab.com/gitlab-org/gitlab/-/blob/master/ee/app/models/concerns/elastic/application_versioned_search.rb). After initial indexing is complete, create, update, and delete operations for all models except projects (see [#207494](https://gitlab.com/gitlab-org/gitlab/-/issues/207494)) are tracked in a Redis [`ZSET`](https://redis.io/docs/manual/data-types/#sorted-sets). A regular `sidekiq-cron` `ElasticIndexBulkCronWorker` processes this queue, updating many Elasticsearch documents at a time with the [Bulk Request API](https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-bulk.html). Search queries are generated by the concerns found in [`ee/app/models/concerns/elastic`](https://gitlab.com/gitlab-org/gitlab/-/tree/master/ee/app/models/concerns/elastic). These concerns are also in charge of access control, and have been a historic source of security bugs so please pay close attention to them! ## Existing Analyzers/Tokenizers/Filters These are all defined in [`ee/lib/elastic/latest/config.rb`](https://gitlab.com/gitlab-org/gitlab/-/blob/master/ee/lib/elastic/latest/config.rb) ### Analyzers #### `path_analyzer` Used when indexing blobs' paths. Uses the `path_tokenizer` and the `lowercase` and `asciifolding` filters. Please see the `path_tokenizer` explanation below for an example. #### `sha_analyzer` Used in blobs and commits. Uses the `sha_tokenizer` and the `lowercase` and `asciifolding` filters. Please see the `sha_tokenizer` explanation later below for an example. #### `code_analyzer` Used when indexing a blob's filename and content. Uses the `whitespace` tokenizer and the filters: [`code`](#code), `lowercase`, and `asciifolding` The `whitespace` tokenizer was selected to have more control over how tokens are split. For example the string `Foo::bar(4)` needs to generate tokens like `Foo` and `bar(4)` to be properly searched. Please see the `code` filter for an explanation on how tokens are split. NOTE: The [Elasticsearch `code_analyzer` doesn't account for all code cases](../integration/advanced_search/elasticsearch_troubleshooting.md#elasticsearch-code_analyzer-doesnt-account-for-all-code-cases). #### `code_search_analyzer` Not directly used for indexing, but rather used to transform a search input. Uses the `whitespace` tokenizer and the `lowercase` and `asciifolding` filters. ### Tokenizers #### `sha_tokenizer` This is a custom tokenizer that uses the [`edgeNGram` tokenizer](https://www.elastic.co/guide/en/elasticsearch/reference/5.5/analysis-edgengram-tokenizer.html) to allow SHAs to be searchable by any sub-set of it (minimum of 5 chars). Example: `240c29dc7e` becomes: - `240c2` - `240c29` - `240c29d` - `240c29dc` - `240c29dc7` - `240c29dc7e` #### `path_tokenizer` This is a custom tokenizer that uses the [`path_hierarchy` tokenizer](https://www.elastic.co/guide/en/elasticsearch/reference/5.5/analysis-pathhierarchy-tokenizer.html) with `reverse: true` to allow searches to find paths no matter how much or how little of the path is given as input. Example: `'/some/path/application.js'` becomes: - `'/some/path/application.js'` - `'some/path/application.js'` - `'path/application.js'` - `'application.js'` ### Filters #### `code` Uses a [Pattern Capture token filter](https://www.elastic.co/guide/en/elasticsearch/reference/5.5/analysis-pattern-capture-tokenfilter.html) to split tokens into more easily searched versions of themselves. Patterns: - `"(\\p{Ll}+|\\p{Lu}\\p{Ll}+|\\p{Lu}+)"`: captures CamelCase and lowerCamelCase strings as separate tokens - `"(\\d+)"`: extracts digits - `"(?=([\\p{Lu}]+[\\p{L}]+))"`: captures CamelCase strings recursively. For example: `ThisIsATest` => `[ThisIsATest, IsATest, ATest, Test]` - `'"((?:\\"|[^"]|\\")*)"'`: captures terms inside quotes, removing the quotes - `"'((?:\\'|[^']|\\')*)'"`: same as above, for single-quotes - `'\.([^.]+)(?=\.|\s|\Z)'`: separate terms with periods in-between - `'([\p{L}_.-]+)'`: some common chars in file names to keep the whole filename intact (for example `my_file-ñame.txt`) - `'([\p{L}\d_]+)'`: letters, numbers and underscores are the most common tokens in programming. Always capture them greedily regardless of context. ## Gotchas - Searches can have their own analyzers. Remember to check when editing analyzers - `Character` filters (as opposed to token filters) always replace the original character, so they're not a good choice as they can hinder exact searches ## Zero downtime reindexing with multiple indices NOTE: This is not applicable yet as multiple indices functionality is not fully implemented. Currently GitLab can only handle a single version of setting. Any setting/schema changes would require reindexing everything from scratch. Since reindexing can take a long time, this can cause search functionality downtime. To avoid downtime, GitLab is working to support multiple indices that can function at the same time. Whenever the schema changes, the administrator will be able to create a new index and reindex to it, while searches continue to go to the older, stable index. Any data updates will be forwarded to both indices. Once the new index is ready, an administrator can mark it active, which will direct all searches to it, and remove the old index. This is also helpful for migrating to new servers, for example, moving to/from AWS. Currently we are on the process of migrating to this new design. Everything is hardwired to work with one single version for now. ### Architecture The traditional setup, provided by `elasticsearch-rails`, is to communicate through its internal proxy classes. Developers would write model-specific logic in a module for the model to include in (for example, `SnippetsSearch`). The `__elasticsearch__` methods would return a proxy object, for example: - `Issue.__elasticsearch__` returns an instance of `Elasticsearch::Model::Proxy::ClassMethodsProxy` - `Issue.first.__elasticsearch__` returns an instance of `Elasticsearch::Model::Proxy::InstanceMethodsProxy`. These proxy objects would talk to Elasticsearch server directly (see top half of the diagram). ![Elasticsearch Architecture](img/elasticsearch_architecture.svg) In the planned new design, each model would have a pair of corresponding sub-classed proxy objects, in which model-specific logic is located. For example, `Snippet` would have `SnippetClassProxy` and `SnippetInstanceProxy` (being subclass of `Elasticsearch::Model::Proxy::ClassMethodsProxy` and `Elasticsearch::Model::Proxy::InstanceMethodsProxy`, respectively). `__elasticsearch__` would represent another layer of proxy object, keeping track of multiple actual proxy objects. It would forward method calls to the appropriate index. For example: - `model.__elasticsearch__.search` would be forwarded to the one stable index, since it is a read operation. - `model.__elasticsearch__.update_document` would be forwarded to all indices, to keep all indices up-to-date. The global configurations per version are now in the `Elastic::(Version)::Config` class. You can change mappings there. ### Creating new version of schema NOTE: This is not applicable yet as multiple indices functionality is not fully implemented. Folders like `ee/lib/elastic/v12p1` contain snapshots of search logic from different versions. To keep a continuous Git history, the latest version lives under `ee/lib/elastic/latest`, but its classes are aliased under an actual version (for example, `ee/lib/elastic/v12p3`). When referencing these classes, never use the `Latest` namespace directly, but use the actual version (for example, `V12p3`). The version name basically follows the GitLab release version. If setting is changed in 12.3, we will create a new namespace called `V12p3` (p stands for "point"). Raise an issue if there is a need to name a version differently. If the current version is `v12p1`, and we need to create a new version for `v12p3`, the steps are as follows: 1. Copy the entire folder of `v12p1` as `v12p3` 1. Change the namespace for files under `v12p3` folder from `V12p1` to `V12p3` (which are still aliased to `Latest`) 1. Delete `v12p1` folder 1. Copy the entire folder of `latest` as `v12p1` 1. Change the namespace for files under `v12p1` folder from `Latest` to `V12p1` 1. Make changes to files under the `latest` folder as needed ## Performance Monitoring ### Prometheus GitLab exports [Prometheus metrics](../administration/monitoring/prometheus/gitlab_metrics.md) relating to the number of requests and timing for all web/API requests and Sidekiq jobs, which can help diagnose performance trends and compare how Elasticsearch timing is impacting overall performance relative to the time spent doing other things. #### Indexing queues GitLab also exports [Prometheus metrics](../administration/monitoring/prometheus/gitlab_metrics.md) for indexing queues, which can help diagnose performance bottlenecks and determine whether or not your GitLab instance or Elasticsearch server can keep up with the volume of updates. ### Logs All of the indexing happens in Sidekiq, so much of the relevant logs for the Elasticsearch integration can be found in [`sidekiq.log`](../administration/logs/index.md#sidekiqlog). In particular, all Sidekiq workers that make requests to Elasticsearch in any way will log the number of requests and time taken querying/writing to Elasticsearch. This can be useful to understand whether or not your cluster is keeping up with indexing. Searching Elasticsearch is done via ordinary web workers handling requests. Any requests to load a page or make an API request, which then make requests to Elasticsearch, will log the number of requests and the time taken to [`production_json.log`](../administration/logs/index.md#production_jsonlog). These logs will also include the time spent on Database and Gitaly requests, which may help to diagnose which part of the search is performing poorly. There are additional logs specific to Elasticsearch that are sent to [`elasticsearch.log`](../administration/logs/index.md#elasticsearchlog) that may contain information to help diagnose performance issues. ### Performance Bar Elasticsearch requests will be displayed in the [`Performance Bar`](../administration/monitoring/performance/performance_bar.md), which can be used both locally in development and on any deployed GitLab instance to diagnose poor search performance. This will show the exact queries being made, which is useful to diagnose why a search might be slow. ### Correlation ID and `X-Opaque-Id` Our [correlation ID](distributed_tracing.md#developer-guidelines-for-working-with-correlation-ids) is forwarded by all requests from Rails to Elasticsearch as the [`X-Opaque-Id`](https://www.elastic.co/guide/en/elasticsearch/reference/current/tasks.html#_identifying_running_tasks) header which allows us to track any [tasks](https://www.elastic.co/guide/en/elasticsearch/reference/current/tasks.html) in the cluster back the request in GitLab. ## Troubleshooting ### Getting `flood stage disk watermark [95%] exceeded` You might get an error such as ```plaintext [2018-10-31T15:54:19,762][WARN ][o.e.c.r.a.DiskThresholdMonitor] [pval5Ct] flood stage disk watermark [95%] exceeded on [pval5Ct7SieH90t5MykM5w][pval5Ct][/usr/local/var/lib/elasticsearch/nodes/0] free: 56.2gb[3%], all indices on this node will be marked read-only ``` This is because you've exceeded the disk space threshold - it thinks you don't have enough disk space left, based on the default 95% threshold. In addition, the `read_only_allow_delete` setting will be set to `true`. It will block indexing, `forcemerge`, etc ```shell curl "http://localhost:9200/gitlab-development/_settings?pretty" ``` Add this to your `elasticsearch.yml` file: ```yaml # turn off the disk allocator cluster.routing.allocation.disk.threshold_enabled: false ``` _or_ ```yaml # set your own limits cluster.routing.allocation.disk.threshold_enabled: true cluster.routing.allocation.disk.watermark.flood_stage: 5gb # ES 6.x only cluster.routing.allocation.disk.watermark.low: 15gb cluster.routing.allocation.disk.watermark.high: 10gb ``` Restart Elasticsearch, and the `read_only_allow_delete` will clear on its own. _from "Disk-based Shard Allocation | Elasticsearch Reference" [5.6](https://www.elastic.co/guide/en/elasticsearch/reference/5.6/disk-allocator.html#disk-allocator) and [6.x](https://www.elastic.co/guide/en/elasticsearch/reference/6.7/disk-allocator.html)_ ### Disaster recovery/data loss/backups The use of Elasticsearch in GitLab is only ever as a secondary data store. This means that all of the data stored in Elasticsearch can always be derived again from other data sources, specifically PostgreSQL and Gitaly. Therefore if the Elasticsearch data store is ever corrupted for whatever reason you can reindex everything from scratch. If your Elasticsearch index is incredibly large it may be too time consuming or cause too much downtime to reindex from scratch. There aren't any built in mechanisms for automatically finding discrepancies and resyncing an Elasticsearch index if it gets out of sync but one tool that may be useful is looking at the logs for all the updates that occurred in a time range you believe may have been missed. This information is very low level and only useful for operators that are familiar with the GitLab codebase. It is documented here in case it is useful for others. The relevant logs that could theoretically be used to figure out what needs to be replayed are: 1. All non-repository updates that were synced can be found in [`elasticsearch.log`](../administration/logs/index.md#elasticsearchlog) by searching for [`track_items`](https://gitlab.com/gitlab-org/gitlab/-/blob/1e60ea99bd8110a97d8fc481e2f41cab14e63d31/ee/app/services/elastic/process_bookkeeping_service.rb#L25) and these can be replayed by sending these items again through `::Elastic::ProcessBookkeepingService.track!` 1. All repository updates that occurred can be found in [`elasticsearch.log`](../administration/logs/index.md#elasticsearchlog) by searching for [`indexing_commit_range`](https://gitlab.com/gitlab-org/gitlab/-/blob/6f9d75dd3898536b9ec2fb206e0bd677ab59bd6d/ee/lib/gitlab/elastic/indexer.rb#L41). Replaying these requires resetting the [`IndexStatus#last_commit/last_wiki_commit`](https://gitlab.com/gitlab-org/gitlab/-/blob/master/ee/app/models/index_status.rb) to the oldest `from_sha` in the logs and then triggering another index of the project using [`ElasticCommitIndexerWorker`](https://gitlab.com/gitlab-org/gitlab/-/blob/master/ee/app/workers/elastic_commit_indexer_worker.rb) 1. All project deletes that occurred can be found in [`sidekiq.log`](../administration/logs/index.md#sidekiqlog) by searching for [`ElasticDeleteProjectWorker`](https://gitlab.com/gitlab-org/gitlab/-/blob/master/ee/app/workers/elastic_delete_project_worker.rb). These updates can be replayed by triggering another `ElasticDeleteProjectWorker`. With the above methods and taking regular [Elasticsearch snapshots](https://www.elastic.co/guide/en/elasticsearch/reference/current/snapshot-restore.html) we should be able to recover from different kinds of data loss issues in a relatively short period of time compared to indexing everything from scratch.