Difference between revisions of "Index Management Framework"

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=Contextual Query Language Compliance=
 
=Contextual Query Language Compliance=
The gCube Index Framework consists of the Full Text Index, the Geospatial Index and the Forward Index. All of them are able to answer [http://www.loc.gov/standards/sru/specs/cql.html CQL] queries. The CQL relations that each of them supports, depends on the underlying technologies. The mechanisms for answering CQL queries, using the internal design and technologies, are described later for each case. The supported relations are:
+
The gCube Index Framework consists of the Index Service which provides both FullText Index and Forward Index capabilities. All of them are able to answer [http://www.loc.gov/standards/sru/specs/cql.html CQL] queries. The CQL relations that each of them supports, depends on the underlying technologies. The mechanisms for answering CQL queries, using the internal design and technologies, are described later for each case. The supported relations are:
  
* [[Index_Management_Framework#CQL_capabilities_implementation | New Full Text Index]] : =, adj, fuzzy, proximity, within
+
* [[Index_Management_Framework#CQL_capabilities_implementation | Index Service]] : =, ==, within, >, >=, <=, adj, fuzzy, proximity, within
* [[Index_Management_Framework#CQL_capabilities_implementation | Full Text Index]] : =, adj, fuzzy, proximity, within
+
<!--* [[Index_Management_Framework#CQL_capabilities_implementation_2 | Geo-Spatial Index]] : geosearch
* [[Index_Management_Framework#CQL_capabilities_implementation_2 | Geo-Spatial Index]] : geosearch
+
* [[Index_Management_Framework#CQL_capabilities_implementation_3 | Forward Index]] : -->
* [[Index_Management_Framework#CQL_capabilities_implementation_3 | New Forward Index]] : ==, within
+
* [[Index_Management_Framework#CQL_capabilities_implementation_3 | Forward Index]] : ==, within
+
  
 +
=Index Service=
 +
The Index Service is responsible for providing quick full text data retrieval and forward index capabilities in the gCube environment.
  
=New Full Text Index=
+
Index Service exposes a REST API, thus it can be used by different general purpose libraries that support REST.
The Full Text Index is responsible for providing quick full text data retrieval capabilities in the gCube environment.
+
For example, the following HTTP GET call is used in order to query the index:
 +
 
 +
http://'''{host}'''/index-service-1.0.0-SNAPSHOT/'''{resourceID}'''/query?queryString=((e24f6285-46a2-4395-a402-99330b326fad = tuna) and (((gDocCollectionID == 8dc17a91-378a-4396-98db-469280911b2f)))) project ae58ca58-55b7-47d1-a877-da783a758302
 +
 
 +
Index Service is consisted by a few components that are available in our Maven repositories with the following coordinates:
 +
 
 +
<source lang="xml">
 +
 
 +
<!-- index service web app -->
 +
<groupId>org.gcube.index</groupId>
 +
<artifactId>index-service</artifactId>
 +
<version>...</version>
 +
 
 +
 
 +
<!-- index service commons library -->
 +
<groupId>org.gcube.index</groupId>
 +
<artifactId>index-service-commons</artifactId>
 +
<version>...</version>
 +
 
 +
<!-- index service client library -->
 +
<groupId>org.gcube.index</groupId>
 +
<artifactId>index-service-client-library</artifactId>
 +
<version>...</version>
 +
 
 +
<!-- helper common library -->
 +
<groupId>org.gcube.index</groupId>
 +
<artifactId>indexcommon</artifactId>
 +
<version>...</version>
 +
 
 +
</source>
  
== Headline text ==
 
 
==Implementation Overview==
 
==Implementation Overview==
 
===Services===
 
===Services===
The new full text index is implemented through one service. It is implemented according to the Factory pattern:
+
The new index is implemented through one service. It is implemented according to the Factory pattern:
*The '''FullTextIndexNode Service''' represents an index node. It is used for managements, lookup and updating the node. It is a compaction of the 3 services that were used in the old Full Text Index.  
+
*The '''Index Service''' represents an index node. It is used for managements, lookup and updating the node. It is a compaction of the 3 services that were used in the old Full Text Index.  
  
The following illustration shows the information flow and responsibilities for the different services used to implement the Full Text Index:
+
The following illustration shows the information flow and responsibilities for the different services used to implement the Index Service:
  
 
[[File:FullTextIndexNodeService.png|frame|none|Generic Editor]]
 
[[File:FullTextIndexNodeService.png|frame|none|Generic Editor]]
  
It is actually a wrapper over ElasticSearch and each FullTextIndexNode has a 1-1 relationship with an ElasticSearch Node. For this reason creation of multiple resources of FullTextIndexNode service is discouraged, instead the best case is to have one resource (one node) at each gHN that consists the cluster.  
+
It is actually a wrapper over ElasticSearch and each IndexNode has a 1-1 relationship with an ElasticSearch Node. For this reason creation of multiple resources of IndexNode service is discouraged, instead the best case is to have one resource (one node) at each container that consists the cluster.  
  
 
Clusters can be created in almost the same way that a group of lookups and updaters and a manager were created in the old Full Text Index (using the same indexID). Having multiple clusters within a scope is feasible but discouraged because it usually better to have a large cluster than multiple small clusters.  
 
Clusters can be created in almost the same way that a group of lookups and updaters and a manager were created in the old Full Text Index (using the same indexID). Having multiple clusters within a scope is feasible but discouraged because it usually better to have a large cluster than multiple small clusters.  
  
The cluster distinction is done through a clusterID which is either the same as the indexID or the scope. The deployer of the service can choose between these two by setting the value of ''useClusterId'' variable in the ''deploy-jndi-config.xml'' file true of false respectively.
+
The cluster distinction is done through a clusterID which is either the same as the indexID or the scope. The deployer of the service can choose between these two by setting the value of ''defaultSameCluster'' variable in the ''deploy.properties'' file true of false respectively.
  
 
Example
 
Example
 
<pre>
 
<pre>
<environment name="useClusterId" value="false" type="java.lang.Boolean" override="false" />
+
defaultSameCluster=true
 
</pre>
 
</pre>
 
or
 
or
  
 
<pre>
 
<pre>
<environment name="useClusterId" value="true" type="java.lang.Boolean" override="false" />
+
defaultSameCluster=false
 
</pre>
 
</pre>
  
''ElasticSearch'', which is the underlying technology of the new Full Text Index, can configure the number of replicas and shards for each index. This is done by setting the variables ''noReplicas'' and ''noShards'' in the ''deploy-jndi-config.xml'' file   
+
''ElasticSearch'', which is the underlying technology of the new Index Service, can configure the number of replicas and shards for each index. This is done by setting the variables ''noReplicas'' and ''noShards'' in the ''deploy.properties'' file   
  
 
Example:
 
Example:
 
<pre>
 
<pre>
<environment name="noReplicas" value="1" type="java.lang.Integer" override="false" />
+
noReplicas=1
+
noShards=2
<environment name="noShards" value="4" type="java.lang.Integer" override="false" />
+
 
</pre>
 
</pre>
  
  
'''Highlighting''' is a new supported feature by Full Text Index (also supported in the old Full Text Index). If highlighting is enabled the index returns a snippet of the matching query that is performed on the presentable fields. This snippet is usually a concatenation of a number of matching fragments in those fields that match queries. The maximum size of each fragment as well as the maximum number of the fragments that will be used to construct a snippet can be configured by setting the variables ''maxFragmentSize'' and ''maxFragmentCnt'' in the ''deploy-jndi-config.xml'' file respectively:
+
'''Highlighting''' is a new supported feature by Full Text Index (also supported in the old Full Text Index). If highlighting is enabled the index returns a snippet of the matching query that is performed on the presentable fields. This snippet is usually a concatenation of a number of matching fragments in those fields that match queries. The maximum size of each fragment as well as the maximum number of the fragments that will be used to construct a snippet can be configured by setting the variables ''maxFragmentSize'' and ''maxFragmentCnt'' in the ''deploy.properties'' file respectively:
  
 
Example:
 
Example:
 
<pre>
 
<pre>
<environment name="maxFragmentCnt" value="100" type="java.lang.Integer" override="false" />
+
maxFragmentCnt=5
 +
maxFragmentSize=80
 +
</pre>
  
<environment name="maxFragmentSize" value="100" type="java.lang.Integer" override="false" />
+
 
 +
 
 +
The folder where the data of the index are stored can be configured by setting the variable ''dataDir'' in the ''deploy.properties'' file (if the variable is not set the default location is the folder that the container runs).
 +
 
 +
Example :
 +
<pre>
 +
dataDir=./data
 
</pre>
 
</pre>
  
Finally, the folder where the data of the index are stored can be configured by setting the variable ''dataDir'' in the ''deploy-jndi-config.xml'' file (if the variable is not set the default location ''ServiceContext.getContext().getPersistenceRoot().getAbsolutePath() + "/indexData/elasticsearch/"'').
+
In order to configure whether to use Resource Registry or not (for translation of field ids to field names) we can change the value of the variable ''useRRAdaptor'' in the ''deploy.properties''
  
 
Example :  
 
Example :  
 
<pre>
 
<pre>
<environment name="dataDir" value="/tmp" type="java.lang.String" override="false" />
+
useRRAdaptor=true
 +
</pre>
 +
 
 +
 
 +
Since the Index Service creates resources for each Index instance that is running (instead of running multiple Running Instances of the service) the folder where the instances will be persisted locally have to be set in the variable ''resourcesFoldername''  in the ''deploy.properties''.
 +
 
 +
Example :
 +
<pre>
 +
resourcesFoldername=./resources/index
 +
</pre>
 +
 
 +
Finally, the hostname of the node as well as the port and the scope that the node is running on have to set in the in the variables ''hostname'' and  ''scope'' in the ''deploy.properties''.
 +
 
 +
Example :
 +
<pre>
 +
hostname=dl015.madgik.di.uoa.gr
 +
port=8080
 +
scope=/gcube/devNext
 
</pre>
 
</pre>
  
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How the different fields in the [[Full_Text_Index#RowSet|ROWSET]] should be handled by the Index, and how the different fields in an Index should be handled during a query, is specified through an IndexType; an XML document conforming to the IndexType schema. An IndexType contains a field list which contains all the fields which should be indexed and/or stored in order to be presented in the query results, along with a specification of how each of the fields should be handled. The following is a possible IndexType for the type of ROWSET shown above:
 
How the different fields in the [[Full_Text_Index#RowSet|ROWSET]] should be handled by the Index, and how the different fields in an Index should be handled during a query, is specified through an IndexType; an XML document conforming to the IndexType schema. An IndexType contains a field list which contains all the fields which should be indexed and/or stored in order to be presented in the query results, along with a specification of how each of the fields should be handled. The following is a possible IndexType for the type of ROWSET shown above:
  
<pre>
+
<source lang="xml">
 
     <index-type>
 
     <index-type>
 
         <field-list>
 
         <field-list>
             <field name="title" lang="en">
+
             <field name="title">
 
                 <index>yes</index>
 
                 <index>yes</index>
 
                 <store>yes</store>
 
                 <store>yes</store>
Line 125: Line 177:
 
                 <tokenize>yes</tokenize>
 
                 <tokenize>yes</tokenize>
 
                 <sort>no</sort>
 
                 <sort>no</sort>
 +
                <highlightable>yes</highlightable>
 
                 <boost>1.0</boost>
 
                 <boost>1.0</boost>
 
             </field>
 
             </field>
             <field name="contents" lang="en>
+
             <field name="contents">
 
                 <index>yes</index>
 
                 <index>yes</index>
                 <store>no</store>
+
                 <store>yes</store>
                 <return>no</return>
+
                 <return>yes</return>
 
                 <tokenize>yes</tokenize>
 
                 <tokenize>yes</tokenize>
 
                 <sort>no</sort>
 
                 <sort>no</sort>
 
                 <boost>1.0</boost>
 
                 <boost>1.0</boost>
 
             </field>
 
             </field>
             <field name="references" lang="en>
+
             <field name="references">
 
                 <index>yes</index>
 
                 <index>yes</index>
 
                 <store>no</store>
 
                 <store>no</store>
Line 141: Line 194:
 
                 <tokenize>yes</tokenize>
 
                 <tokenize>yes</tokenize>
 
                 <sort>no</sort>
 
                 <sort>no</sort>
 +
                <highlightable>no</highlightable> <!-- will not be included in the highlight snippet -->
 
                 <boost>1.0</boost>
 
                 <boost>1.0</boost>
 
             </field>
 
             </field>
Line 161: Line 215:
 
         </field-list>
 
         </field-list>
 
     </index-type>
 
     </index-type>
</pre>
+
</source>
  
 
Note that the fields "gDocCollectionID", "gDocCollectionLang" are always required, because, by default, all documents will have a collection ID and a language ("unknown" if no collection is specified). Fields present in the ROWSET but not in the IndexType will be skipped. The elements under each "field" element are used to define how that field should be handled, and they should contain either "yes" or "no". The meaning of each of them is explained bellow:
 
Note that the fields "gDocCollectionID", "gDocCollectionLang" are always required, because, by default, all documents will have a collection ID and a language ("unknown" if no collection is specified). Fields present in the ROWSET but not in the IndexType will be skipped. The elements under each "field" element are used to define how that field should be handled, and they should contain either "yes" or "no". The meaning of each of them is explained bellow:
Line 171: Line 225:
 
*'''return'''
 
*'''return'''
 
:specifies whether a stored field should be returned in the results from a query. A field must have been stored to be returned. (This element is not available in the currently deployed indices)
 
:specifies whether a stored field should be returned in the results from a query. A field must have been stored to be returned. (This element is not available in the currently deployed indices)
 +
*'''highlightable'''
 +
:specifies whether a returned field should be included or not in the highlight snippet. If not specified then every returned field will be included in the snippet.
 
*'''tokenize'''
 
*'''tokenize'''
:specifies whether the field should be tokenized. Should usually contain "yes".
+
:Not used
 
*'''sort'''
 
*'''sort'''
 
:Not used
 
:Not used
 
*'''boost'''
 
*'''boost'''
 
:Not used
 
:Not used
 
For more complex content types, one can also specify sub-fields as in the following example:
 
 
<index-type>
 
    <field-list>
 
        <field name="contents">
 
            <index>yes</index>
 
            <store>no</store>
 
            <return>no</return>
 
            <tokenize>yes</tokenize>
 
            <sort>no</sort>
 
            <boost>1.0</boost>
 
 
            <span style="color:green"><nowiki><!-- subfields of contents --></nowiki></span>
 
            <field name="title">
 
                <index>yes</index>
 
                <store>yes</store>
 
                <return>yes</return>
 
                <tokenize>yes</tokenize>
 
                <sort>no</sort>
 
                <boost>1.0</boost>
 
 
                <span style="color:green"><nowiki><!-- subfields of title which itself is a subfield of contents --></nowiki></span>
 
                <field name="bookTitle">
 
                    <index>yes</index>
 
                    <store>yes</store>
 
                    <return>yes</return>
 
                    <tokenize>yes</tokenize>
 
                    <sort>no</sort>
 
                    <boost>1.0</boost>
 
                </field>
 
                <field name="chapterTitle">
 
                    <index>yes</index>
 
                    <store>yes</store>
 
                    <return>yes</return>
 
                    <tokenize>yes</tokenize>
 
                    <sort>no</sort>
 
                    <boost>1.0</boost>
 
                </field>
 
            </field>
 
 
            <field name="foreword">
 
                <index>yes</index>
 
                <store>yes</store>
 
                <return>yes</return>
 
                <tokenize>yes</tokenize>
 
                <sort>no</sort>
 
                <boost>1.0</boost>
 
                </field>
 
            <field name="startChapter">
 
                <index>yes</index>
 
                <store>yes</store>
 
                <return>yes</return>
 
                <tokenize>yes</tokenize>
 
                <sort>no</sort>
 
                <boost>1.0</boost>
 
            </field>
 
            <field name="endChapter">
 
                <index>yes</index>
 
                <store>yes</store>
 
                <return>yes</return>
 
                <tokenize>yes</tokenize>
 
                <sort>no</sort>
 
                <boost>1.0</boost>
 
            </field>
 
        </field>
 
 
        <span style="color:green"><nowiki><!-- not a subfield --></nowiki></span>
 
        <field name="references">
 
            <index>yes</index>
 
            <store>no</store>
 
            <return>no</return>
 
            <tokenize>yes</tokenize>
 
            <sort>no</sort>
 
            <boost>1.0</boost>
 
        </field>
 
 
    </field-list>
 
</index-type>
 
 
 
Querying the field "contents" in an index using this IndexType would return hitsin all its sub-fields, which is all fields except references. Querying the field "title" would return hits in both "bookTitle" and "chapterTitle" in addition to hits in the  "title" field. Querying the field "startChapter" would only return hits in from  "startChapter" since this field does not contain any sub-fields. Please be aware that using sub-fields adds extra fields in the index, and therefore uses more disks pace.
 
  
 
We currently have five standard index types, loosely based on the available metadata schemas. However any data can be indexed using each, as long as the RowSet follows the IndexType:
 
We currently have five standard index types, loosely based on the available metadata schemas. However any data can be indexed using each, as long as the RowSet follows the IndexType:
Line 266: Line 240:
 
*index-type-iso-1.0
 
*index-type-iso-1.0
 
*index-type-FT-1.0
 
*index-type-FT-1.0
 
  
 
===Query language===
 
===Query language===
 
The Full Text Index receives CQL queries and transforms them into Lucene queries. Queries using wildcards will not return usable query statistics.
 
The Full Text Index receives CQL queries and transforms them into Lucene queries. Queries using wildcards will not return usable query statistics.
 +
 +
 +
==Deployment Instructions==
 +
 +
In order to deploy and run Index Service on a node we will need the following:
 +
* index-service-''{version}''.war
 +
* smartgears-distribution-''{version}''.tar.gz (to publish the running instance of the service on the IS and be discoverable)
 +
** see [http://gcube.wiki.gcube-system.org/gcube/index.php/SmartGears_gHN_Installation here] for installation
 +
* an application server (such as Tomcat, JBoss, Jetty)
 +
 +
There are a few things that need to configured in order for the service to be functional. All the service configuration is done in the file ''deploy.properties'' that comes within the service war. Typically, this file should be loaded in the classpath so that it can be read. The default location of this file (in the exploded war) is ''webapps/service/WEB-INF/classes''.
 +
 +
The hostname of the node as well as the port and the scope that the node is running on have to set in the in the variables ''hostname'' and ''scope''  in the ''deploy.properties''.
 +
 +
Example :
 +
<pre>
 +
hostname=dl015.madgik.di.uoa.gr
 +
port=8080
 +
scope=/gcube/devNext
 +
</pre>
 +
 +
Finally, [http://gcube.wiki.gcube-system.org/gcube/index.php/Resource_Registry Resource Registry] should be configured to not run in client mode. This is done in the ''deploy.properties'' by setting:
 +
 +
<pre>
 +
clientMode=false
 +
</pre>
 +
 +
'''NOTE''': it is important to note that ''resourcesFoldername'' as well as ''dataDir'' properties have relative paths in their default values. In some cases these values maybe evaluated by taking into account the folder that the container was started, so in order to avoid problems related to this behavior it is better for these properties to take absolute paths as values.
  
 
==Usage Example==
 
==Usage Example==
  
===Create a FullTextIndex Node, feed and query using the corresponding client library===
+
===Create an Index Service Node, feed and query using the corresponding client library===
  
<nowiki>FullTextIndexNodeFactoryCLProxyI proxyRandomf = FullTextIndexNodeFactoryDSL.getFullTextIndexNodeFactoryProxyBuilder().build();
+
The following example demonstrate the usage of the IndexClient and IndexServiceClient.
</nowiki>
+
Both are created according to the Builder pattern.
<span style="color:green">//Create a resource</span>
+
 
<nowiki>CreateResource createResource = new CreateResource();
+
<source lang="java">
CreateResourceResponse output = proxyRandomf.createResource(createResource);
+
 
</nowiki>
+
final String scope = "/gcube/devNext";  
<span style="color:green">//Get the reference</span>
+
 
<nowiki>StatefulQuery q = FullTextIndexNodeDSL.getSource().withIndexID(output.IndexID).build();
+
// create a client for the given scope (we can provide endpoint as extra filter)
List<EndpointReference> refs = q.fire();
+
IndexFactoryClient indexFactoryClient = new IndexFactoryClient.Builder().scope(scope).build();
</nowiki>
+
 
<span style="color:green">//Get a proxy</span>
+
factoryClient.createResource("myClusterID", scope);
<nowiki>try {
+
 
  FullTextIndexNodeCLProxyI proxyRandom = FullTextIndexNodeDSL.getFullTextIndexNodeProxyBuilder().at((W3CEndpointReference)refs.get(0)).build();
+
// create a client for the same scope (we can provide endpoint, resourceID, collectionID, clusterID, indexID as extra filters)
</nowiki>      <span style="color:green">//Feed</span>
+
IndexClient indexClient = new IndexFactoryClient.Builder().scope(scope).build();
<nowiki> proxyRandom.feedLocator(locator);
+
 
</nowiki>      <span style="color:green">//Query</span>
+
try{
<nowiki> proxyRandom.query(query);
+
  indexClient.feedLocator(locator);
} catch (FullTextIndexNodeException e) {
+
  indexClient.query(query);
</nowiki>      <span style="color:green">//Handle the exception</span>
+
} catch (IndexException) {
<nowiki>}
+
  // handle the exception
</nowiki>
+
}
 +
</source>
  
 
<!--=Full Text Index=
 
<!--=Full Text Index=
Line 436: Line 438:
 
             <boost>1.0</boost>  
 
             <boost>1.0</boost>  
 
   
 
   
             <span style="color:green"><nowiki><!-- subfields of contents --></nowiki></span>
+
             <span style="color:green"><nowiki>// subfields of contents</nowiki></span>
 
             <field name="title">
 
             <field name="title">
 
                 <index>yes</index>
 
                 <index>yes</index>
Line 445: Line 447:
 
                 <boost>1.0</boost>  
 
                 <boost>1.0</boost>  
 
   
 
   
                 <span style="color:green"><nowiki><!-- subfields of title which itself is a subfield of contents --></nowiki></span>
+
                 <span style="color:green"><nowiki>// subfields of title which itself is a subfield of contents</nowiki></span>
 
                 <field name="bookTitle">
 
                 <field name="bookTitle">
 
                     <index>yes</index>
 
                     <index>yes</index>
Line 490: Line 492:
 
         </field>  
 
         </field>  
 
   
 
   
         <span style="color:green"><nowiki><!-- not a subfield --></nowiki></span>
+
         <span style="color:green"><nowiki>// not a subfield</nowiki></span>
 
         <field name="references">
 
         <field name="references">
 
             <index>yes</index>
 
             <index>yes</index>
Line 868: Line 870:
 
-->
 
-->
  
=Geo-Spatial Index=
+
<!--=Geo-Spatial Index=
 
==Implementation Overview==
 
==Implementation Overview==
 
===Services===
 
===Services===
Line 1,299: Line 1,301:
  
  
 +
-->
  
=New Forward Index=
+
<!--
 +
=Forward Index=
  
The Forward Index provides storage and retrieval capabilities for documents that consist of key-value pairs. It is able to answer one-dimensional(that refer to one key only) or multi-dimensional(that refer to many keys) range queries, for retrieving documents with keyvalues within the corresponding range. The Forward Index Service design pattern is similar to/the same as the Full Text Index Service design and the Geo Index Service design. The forward index supports the following schema for each key value pair:
+
The Forward Index provides storage and retrieval capabilities for documents that consist of key-value pairs. It is able to answer one-dimensional(that refer to one key only) or multi-dimensional(that refer to many keys) range queries, for retrieving documents with keyvalues within the corresponding range. The Forward Index Service design pattern is similar to/the same as the Full Text Index Service design. The forward index supports the following schema for each key value pair:
 
key; integer, value; string
 
key; integer, value; string
 
key; float, value; string
 
key; float, value; string
Line 1,308: Line 1,312:
 
key; date, value;string
 
key; date, value;string
 
The schema for an index is given as a parameter when the index is created. The schema must be known in order to be able to build the indices with correct type for each field. The Objects stored in the database can be anything.
 
The schema for an index is given as a parameter when the index is created. The schema must be known in order to be able to build the indices with correct type for each field. The Objects stored in the database can be anything.
 
  
  
Line 1,321: Line 1,324:
  
 
It is actually a wrapper over Couchbase and each ForwardIndexNode has a 1-1 relationship with a Couchbase Node. For this reason creation of multiple resources of ForwardIndexNode service is discouraged, instead the best case is to have one resource (one node) at each gHN that consists the cluster.
 
It is actually a wrapper over Couchbase and each ForwardIndexNode has a 1-1 relationship with a Couchbase Node. For this reason creation of multiple resources of ForwardIndexNode service is discouraged, instead the best case is to have one resource (one node) at each gHN that consists the cluster.
Clusters can be created in almost the same way that a group of lookups and updaters and a manager were created in the old Full Text Index (using the same indexID). Having multiple clusters within a scope is feasible but discouraged because it usually better to have a large cluster than multiple small clusters.
+
Clusters can be created in almost the same way that a group of lookups and updaters and a manager were created in the old Forward Index (using the same indexID). Having multiple clusters within a scope is feasible but discouraged because it usually better to have a large cluster than multiple small clusters.
 
The cluster distinction is done through a clusterID which is either the same as the indexID or the scope. The deployer of the service can choose between these two by setting the value of '''useClusterId''' variable in the '''deploy-jndi-config.xml''' file true of false respectively.
 
The cluster distinction is done through a clusterID which is either the same as the indexID or the scope. The deployer of the service can choose between these two by setting the value of '''useClusterId''' variable in the '''deploy-jndi-config.xml''' file true of false respectively.
 
Example
 
Example
Line 1,353: Line 1,356:
  
 
 
<!-- should be the same for all nodes in the cluster -->
+
// should be the same for all nodes in the cluster  
 
<environment name="couchbaseUsername" value="Administrator" type="java.lang.String"  override="false" />
 
<environment name="couchbaseUsername" value="Administrator" type="java.lang.String"  override="false" />
 
 
<!-- should be the same for all nodes in the cluster -->
+
// should be the same for all nodes in the cluster  
 
<environment name="couchbasePassword" value="mycouchbase" type="java.lang.String" override="false" />
 
<environment name="couchbasePassword" value="mycouchbase" type="java.lang.String" override="false" />
 
</pre>
 
</pre>
Line 1,371: Line 1,374:
 
The fact that Couchbase is not embedded (as ElasticSearch) means that there is a possibility for a ForwardIndexNode to stop but the respective Couchbase server will be still running. Also, initialization of couchbase server (setting of credentials, port, data_path etc) needs to be done separetely for the first time after couchbase server installation, so it can be used by the server. In order to automate these routine process (and some others) the following bash scripts have been developed and come with the service.
 
The fact that Couchbase is not embedded (as ElasticSearch) means that there is a possibility for a ForwardIndexNode to stop but the respective Couchbase server will be still running. Also, initialization of couchbase server (setting of credentials, port, data_path etc) needs to be done separetely for the first time after couchbase server installation, so it can be used by the server. In order to automate these routine process (and some others) the following bash scripts have been developed and come with the service.
  
<pre>
+
<source lang="bash">
 
# Initialize node run:  
 
# Initialize node run:  
 
$ cb_initialize_node.sh HOSTNAME PORT USERNAME PASSWORD
 
$ cb_initialize_node.sh HOSTNAME PORT USERNAME PASSWORD
Line 1,380: Line 1,383:
 
# If the service is down and you want for some reason to delete the bucket (index) to rebuild it you can simply run :  
 
# If the service is down and you want for some reason to delete the bucket (index) to rebuild it you can simply run :  
 
$ cb_delete_bucket BUCKET_NAME HOSTNAME PORT USERNAME PASSWORD
 
$ cb_delete_bucket BUCKET_NAME HOSTNAME PORT USERNAME PASSWORD
</pre>
+
</source>
  
 
===CQL capabilities implementation===
 
===CQL capabilities implementation===
As stated in the previous section the design of the Forward Index Lookup enables the efficient execution of range queries that are conjunctions of single criteria. A initial CQL query is transformed into an equivalent one that is a union of range queries. Each range query will be a conjunction of single criteria. A single criterion will refer to a single indexed key of the Forward Index. This transformation is described by the following figure:
+
As stated in the previous section the design of the Forward Index enables the efficient execution of range queries that are conjunctions of single criteria. A initial CQL query is transformed into an equivalent one that is a union of range queries. Each range query will be a conjunction of single criteria. A single criterion will refer to a single indexed key of the Forward Index. This transformation is described by the following figure:
 
+
[[Image:FWDCQL.jpg|frame|center|FWD Lookup CQL transformation]]
+
 
+
In a similar manner with the Geo-Spatial Index Lookup, the Forward Index Lookup will exploit any possibilities to eliminate parts of the query that will not produce any results, by applying "cut-off" rules. The merge operation of the range queries' results is performed internally by the Forward Index Lookup.
+
 
+
  
 +
[[Image:FWDCQL.jpg|frame|center|FWD CQL transformation]]
  
 +
Τhe Forward Index Lookup will exploit any possibilities to eliminate parts of the query that will not produce any results, by applying "cut-off" rules. The merge operation of the range queries' results is performed internally by the Forward Index.
  
 
===RowSet===
 
===RowSet===
Line 1,434: Line 1,434:
 
===Create a ForwardIndex Node, feed and query using the corresponding client library===
 
===Create a ForwardIndex Node, feed and query using the corresponding client library===
  
  <nowiki>ForwardIndexNodeFactoryCLProxyI proxyRandomf = ForwardIndexNodeFactoryDSL.getGeoIndexUpdaterFactoryProxyBuilder().build();
+
   
  </nowiki>
+
<source lang="java">
<span style="color:green">//Create a resource</span>
+
ForwardIndexNodeFactoryCLProxyI proxyRandomf = ForwardIndexNodeFactoryDSL.getForwardIndexNodeFactoryProxyBuilder().build();
<nowiki>CreateResource createResource = new CreateResource();
+
   
 +
//Create a resource
 +
CreateResource createResource = new CreateResource();
 
CreateResourceResponse output = proxyRandomf.createResource(createResource);
 
CreateResourceResponse output = proxyRandomf.createResource(createResource);
</nowiki>
+
 
<span style="color:green">//Get the reference</span>
+
//Get the reference
<nowiki>StatefulQuery q = ForwardIndexNodeDSL.getSource().withIndexID(output.IndexID).build();
+
StatefulQuery q = ForwardIndexNodeDSL.getSource().withIndexID(output.IndexID).build();
 +
 
 +
//or get a random reference
 +
StatefulQuery q = ForwardIndexNodeDSL.getSource().build();
 +
 
 
List<EndpointReference> refs = q.fire();
 
List<EndpointReference> refs = q.fire();
</nowiki>
+
 
<span style="color:green">//Get a proxy</span>
+
//Get a proxy
<nowiki>try {
+
try {
 
   ForwardIndexNodeCLProxyI proxyRandom = ForwardIndexNodeDSL.getForwardIndexNodeProxyBuilder().at((W3CEndpointReference) refs.get(0)).build();
 
   ForwardIndexNodeCLProxyI proxyRandom = ForwardIndexNodeDSL.getForwardIndexNodeProxyBuilder().at((W3CEndpointReference) refs.get(0)).build();
</nowiki>      <span style="color:green">//Feed</span>
+
        //Feed
<nowiki> proxyRandom.feedLocator(locator);
+
proxyRandom.feedLocator(locator);
</nowiki>      <span style="color:green">//Query</span>
+
        //Query
<nowiki> proxyRandom.query(query);
+
proxyRandom.query(query);
 
} catch (ForwardIndexNodeException e) {
 
} catch (ForwardIndexNodeException e) {
</nowiki>      <span style="color:green">//Handle the exception</span>
+
        //Handle the exception
<nowiki>}
+
}
</nowiki>
+
  
=Forward Index=
+
</source>
 +
 
 +
 
 +
-->
 +
 
 +
<!--=Forward Index=
 
The Forward Index provides storage and retrieval capabilities for documents that consist of key-value pairs. It is able to answer one-dimensional(that refer to one key only) or multi-dimensional(that refer to many keys) range queries, for retrieving documents with keyvalues within the corresponding range. The '''Forward Index Service''' design pattern is similar to/the same as the '''Full Text Index''' Service design and the '''Geo Index''' Service design.
 
The Forward Index provides storage and retrieval capabilities for documents that consist of key-value pairs. It is able to answer one-dimensional(that refer to one key only) or multi-dimensional(that refer to many keys) range queries, for retrieving documents with keyvalues within the corresponding range. The '''Forward Index Service''' design pattern is similar to/the same as the '''Full Text Index''' Service design and the '''Geo Index''' Service design.
 
The forward index supports the following schema for each key value pair:
 
The forward index supports the following schema for each key value pair:
Line 1,590: Line 1,600:
  
 
The result is provided to the client by using the Result Set service.
 
The result is provided to the client by using the Result Set service.
 
+
-->
=Storage Handling layer=
+
<!--=Storage Handling layer=
 
The Storage Handling layer is responsible for the actual storage of the index data to the infrastructure. All the index components rely on the functionality provided by this layer in order to store and load their data. The implementation of the Storage Handling layer can be easily modified independently of the way the index components work in order to produce their data. The current implementation splits the index data to chunks called "delta files" and stores them in the Content Management Layer, through the use of the Content Management and Collection Management services.
 
The Storage Handling layer is responsible for the actual storage of the index data to the infrastructure. All the index components rely on the functionality provided by this layer in order to store and load their data. The implementation of the Storage Handling layer can be easily modified independently of the way the index components work in order to produce their data. The current implementation splits the index data to chunks called "delta files" and stores them in the Content Management Layer, through the use of the Content Management and Collection Management services.
 
The Storage Handling service must be deployed together with any other index. It cannot be invoked directly, since it's meant to be used only internally by the upper layers of the index components hierarchy.
 
The Storage Handling service must be deployed together with any other index. It cannot be invoked directly, since it's meant to be used only internally by the upper layers of the index components hierarchy.
 +
-->
  
 
=Index Common library=
 
=Index Common library=
 
The Index Common library is another component which is meant to be used internally by the other index components. It provides some common functionality required by the various index types, such as interfaces, XML parsing utilities and definitions of some common attributes of all indices. The jar containing the library should be deployed on every node where at least one index component is deployed.
 
The Index Common library is another component which is meant to be used internally by the other index components. It provides some common functionality required by the various index types, such as interfaces, XML parsing utilities and definitions of some common attributes of all indices. The jar containing the library should be deployed on every node where at least one index component is deployed.

Latest revision as of 14:37, 19 June 2014

Contextual Query Language Compliance

The gCube Index Framework consists of the Index Service which provides both FullText Index and Forward Index capabilities. All of them are able to answer CQL queries. The CQL relations that each of them supports, depends on the underlying technologies. The mechanisms for answering CQL queries, using the internal design and technologies, are described later for each case. The supported relations are:

  • Index Service : =, ==, within, >, >=, <=, adj, fuzzy, proximity, within

Index Service

The Index Service is responsible for providing quick full text data retrieval and forward index capabilities in the gCube environment.

Index Service exposes a REST API, thus it can be used by different general purpose libraries that support REST. For example, the following HTTP GET call is used in order to query the index:

http://{host}/index-service-1.0.0-SNAPSHOT/{resourceID}/query?queryString=((e24f6285-46a2-4395-a402-99330b326fad = tuna) and (((gDocCollectionID == 8dc17a91-378a-4396-98db-469280911b2f)))) project ae58ca58-55b7-47d1-a877-da783a758302

Index Service is consisted by a few components that are available in our Maven repositories with the following coordinates:

<!-- index service web app -->
<groupId>org.gcube.index</groupId>
<artifactId>index-service</artifactId>
<version>...</version>
 
 
<!-- index service commons library -->
<groupId>org.gcube.index</groupId>
<artifactId>index-service-commons</artifactId>
<version>...</version>
 
<!-- index service client library -->
<groupId>org.gcube.index</groupId>
<artifactId>index-service-client-library</artifactId>
<version>...</version>
 
<!-- helper common library -->
<groupId>org.gcube.index</groupId>
<artifactId>indexcommon</artifactId>
<version>...</version>

Implementation Overview

Services

The new index is implemented through one service. It is implemented according to the Factory pattern:

  • The Index Service represents an index node. It is used for managements, lookup and updating the node. It is a compaction of the 3 services that were used in the old Full Text Index.

The following illustration shows the information flow and responsibilities for the different services used to implement the Index Service:

Generic Editor

It is actually a wrapper over ElasticSearch and each IndexNode has a 1-1 relationship with an ElasticSearch Node. For this reason creation of multiple resources of IndexNode service is discouraged, instead the best case is to have one resource (one node) at each container that consists the cluster.

Clusters can be created in almost the same way that a group of lookups and updaters and a manager were created in the old Full Text Index (using the same indexID). Having multiple clusters within a scope is feasible but discouraged because it usually better to have a large cluster than multiple small clusters.

The cluster distinction is done through a clusterID which is either the same as the indexID or the scope. The deployer of the service can choose between these two by setting the value of defaultSameCluster variable in the deploy.properties file true of false respectively.

Example

defaultSameCluster=true

or

defaultSameCluster=false

ElasticSearch, which is the underlying technology of the new Index Service, can configure the number of replicas and shards for each index. This is done by setting the variables noReplicas and noShards in the deploy.properties file

Example:

noReplicas=1
noShards=2


Highlighting is a new supported feature by Full Text Index (also supported in the old Full Text Index). If highlighting is enabled the index returns a snippet of the matching query that is performed on the presentable fields. This snippet is usually a concatenation of a number of matching fragments in those fields that match queries. The maximum size of each fragment as well as the maximum number of the fragments that will be used to construct a snippet can be configured by setting the variables maxFragmentSize and maxFragmentCnt in the deploy.properties file respectively:

Example:

maxFragmentCnt=5
maxFragmentSize=80


The folder where the data of the index are stored can be configured by setting the variable dataDir in the deploy.properties file (if the variable is not set the default location is the folder that the container runs).

Example :

dataDir=./data

In order to configure whether to use Resource Registry or not (for translation of field ids to field names) we can change the value of the variable useRRAdaptor in the deploy.properties

Example :

useRRAdaptor=true


Since the Index Service creates resources for each Index instance that is running (instead of running multiple Running Instances of the service) the folder where the instances will be persisted locally have to be set in the variable resourcesFoldername in the deploy.properties.

Example :

resourcesFoldername=./resources/index

Finally, the hostname of the node as well as the port and the scope that the node is running on have to set in the in the variables hostname and scope in the deploy.properties.

Example :

hostname=dl015.madgik.di.uoa.gr
port=8080
scope=/gcube/devNext

CQL capabilities implementation

Full Text Index uses Lucene as its underlying technology. A CQL Index-Relation-Term triple has a straightforward transformation in lucene. This transformation is explained through the following examples:

CQL triple explanation lucene equivalent
title adj "sun is up" documents with this phrase in their title title:"sun is up"
title fuzzy "invorvement" documents with words "similar" to invorvement in their title title:invorvement~
allIndexes = "italy" (documents have 2 fields; title and abstract) documents with the word italy in some of their fields title:italy OR abstract:italy
title proximity "5 sun up" documents with the words sun, up inside an interval of 5 words in their title title:"sun up"~5
date within "2005 2008" documents with a date between 2005 and 2008 date:[2005 TO 2008]

In a complete CQL query, the triples are connected with boolean operators. Lucene supports AND, OR, NOT(AND-NOT) connections between single criteria. Thus, in order to transform a complete CQL query to a lucene query, we first transform CQL triples and then we connect them with AND, OR, NOT equivalently.

RowSet

The content to be fed into an Index, must be served as a ResultSet containing XML documents conforming to the ROWSET schema. This is a very simple schema, declaring that a document (ROW element) should contain of any number of FIELD elements with a name attribute and the text to be indexed for that field. The following is a simple but valid ROWSET containing two documents:

<ROWSET idxType="IndexTypeName" colID="colA" lang="en">
    <ROW>
        <FIELD name="ObjectID">doc1</FIELD>
        <FIELD name="title">How to create an Index</FIELD>
        <FIELD name="contents">Just read the WIKI</FIELD>
    </ROW>
    <ROW>
        <FIELD name="ObjectID">doc2</FIELD>
        <FIELD name="title">How to create a Nation</FIELD>
        <FIELD name="contents">Talk to the UN</FIELD>
        <FIELD name="references">un.org</FIELD>
    </ROW>
</ROWSET>

The attributes idxType and colID are required and specify the Index Type that the Index must have been created with, and the collection ID of the documents under the <ROWSET> element. The lang attribute is optional, and specifies the language of the documents under the <ROWSET> element. Note that for each document a required field is the "ObjectID" field that specifies its unique identifier.

IndexType

How the different fields in the ROWSET should be handled by the Index, and how the different fields in an Index should be handled during a query, is specified through an IndexType; an XML document conforming to the IndexType schema. An IndexType contains a field list which contains all the fields which should be indexed and/or stored in order to be presented in the query results, along with a specification of how each of the fields should be handled. The following is a possible IndexType for the type of ROWSET shown above:

    <index-type>
        <field-list>
            <field name="title">
                <index>yes</index>
                <store>yes</store>
                <return>yes</return>
                <tokenize>yes</tokenize>
                <sort>no</sort>
                <highlightable>yes</highlightable>
                <boost>1.0</boost>
            </field>
            <field name="contents">
                <index>yes</index>
                <store>yes</store>
                <return>yes</return>
                <tokenize>yes</tokenize>
                <sort>no</sort>
                <boost>1.0</boost>
            </field>
            <field name="references">
                <index>yes</index>
                <store>no</store>
                <return>no</return>
                <tokenize>yes</tokenize>
                <sort>no</sort>
                <highlightable>no</highlightable> <!-- will not be included in the highlight snippet -->
                <boost>1.0</boost>
            </field>
            <field name="gDocCollectionID">
                <index>yes</index>
		<store>yes</store>
		<return>yes</return>
		<tokenize>yes</tokenize>
		<sort>no</sort>
		<boost>1.0</boost>
	    </field>
	    <field name="gDocCollectionLang">
		<index>yes</index>
		<store>yes</store>
		<return>yes</return>
		<tokenize>yes</tokenize>
		<sort>no</sort>
		<boost>1.0</boost>
	    </field>
        </field-list>
    </index-type>

Note that the fields "gDocCollectionID", "gDocCollectionLang" are always required, because, by default, all documents will have a collection ID and a language ("unknown" if no collection is specified). Fields present in the ROWSET but not in the IndexType will be skipped. The elements under each "field" element are used to define how that field should be handled, and they should contain either "yes" or "no". The meaning of each of them is explained bellow:

  • index
specifies whether the specific field should be indexed or not (ie. whether the index should look for hits within this field)
  • store
specifies whether the field should be stored in its original format to be returned in the results from a query.
  • return
specifies whether a stored field should be returned in the results from a query. A field must have been stored to be returned. (This element is not available in the currently deployed indices)
  • highlightable
specifies whether a returned field should be included or not in the highlight snippet. If not specified then every returned field will be included in the snippet.
  • tokenize
Not used
  • sort
Not used
  • boost
Not used

We currently have five standard index types, loosely based on the available metadata schemas. However any data can be indexed using each, as long as the RowSet follows the IndexType:

  • index-type-default-1.0 (DublinCore)
  • index-type-TEI-2.0
  • index-type-eiDB-1.0
  • index-type-iso-1.0
  • index-type-FT-1.0

Query language

The Full Text Index receives CQL queries and transforms them into Lucene queries. Queries using wildcards will not return usable query statistics.


Deployment Instructions

In order to deploy and run Index Service on a node we will need the following:

  • index-service-{version}.war
  • smartgears-distribution-{version}.tar.gz (to publish the running instance of the service on the IS and be discoverable)
    • see here for installation
  • an application server (such as Tomcat, JBoss, Jetty)

There are a few things that need to configured in order for the service to be functional. All the service configuration is done in the file deploy.properties that comes within the service war. Typically, this file should be loaded in the classpath so that it can be read. The default location of this file (in the exploded war) is webapps/service/WEB-INF/classes.

The hostname of the node as well as the port and the scope that the node is running on have to set in the in the variables hostname and scope in the deploy.properties.

Example :

hostname=dl015.madgik.di.uoa.gr
port=8080
scope=/gcube/devNext

Finally, Resource Registry should be configured to not run in client mode. This is done in the deploy.properties by setting:

clientMode=false

NOTE: it is important to note that resourcesFoldername as well as dataDir properties have relative paths in their default values. In some cases these values maybe evaluated by taking into account the folder that the container was started, so in order to avoid problems related to this behavior it is better for these properties to take absolute paths as values.

Usage Example

Create an Index Service Node, feed and query using the corresponding client library

The following example demonstrate the usage of the IndexClient and IndexServiceClient. Both are created according to the Builder pattern.

final String scope = "/gcube/devNext"; 
 
// create a client for the given scope (we can provide endpoint as extra filter)
IndexFactoryClient indexFactoryClient = new IndexFactoryClient.Builder().scope(scope).build();
 
factoryClient.createResource("myClusterID", scope);
 
// create a client for the same scope (we can provide endpoint, resourceID, collectionID, clusterID, indexID as extra filters)
IndexClient indexClient = new IndexFactoryClient.Builder().scope(scope).build();
 
try{
  	indexClient.feedLocator(locator);
  	indexClient.query(query);
} catch (IndexException) {
  	// handle the exception
}



Index Common library

The Index Common library is another component which is meant to be used internally by the other index components. It provides some common functionality required by the various index types, such as interfaces, XML parsing utilities and definitions of some common attributes of all indices. The jar containing the library should be deployed on every node where at least one index component is deployed.