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cominvent as
                         Enterprise Search Specialists




               Migrating FAST to Solr
            ...
Jan Høydahl

                  ●   IT architect - search,
                      telecom, mobile
                  ●   Help...
cominvent as



cominvent as
Consulting

    – Cominvent delivers independent search consulting
    – Focus on Apache Lucene/Solr & Microsoft FAST ESP
...
Commercial Support (Solr/Lucene)

    – When community & mailing list support is not enough..
    – Paid support agreement...
Training

    – Cominvent AS delivers training public and on-site
    – Certified Solr Training Partner for Lucid Imaginat...
Solr kurs




cominvent as
cominvent as
FAST & Solr are very similar...




cominvent as
Areas of usage




cominvent as
Common features




cominvent as
Common features




cominvent as
Introduction to...


                      ...for FAST people




cominvent as
Apache Solr - characteristics




                                    Search server


(Commercially friendly)




cominven...
Apache Solr - characteristics




           Modular                  Community




  Contributions & patches
            ...
Solr-user community growth

                                                                             Solr-user growth
...
Lucene/Solr deployments




    – More: http://wiki.apache.org/solr/PublicServers
cominvent as
                           ...
XML/HTTP




8
Solr Architecture




cominvent as
The Apache Software Foundation




cominvent as
Other ASF Lucene sub-projects

                        – Lucene Java library



                        – Rich document ex...
Solr in media & newspapers

                   – News search. Also exposes API

                   – Danish news search


...
Introduction to...



                      ...for Solr people




cominvent as
FAST ESP – characteristics & key strengths




                                      Security




                       C...
FAST ESP – characteristics & key strengths




cominvent as
FAST ESP – characteristics & key strengths

    – Very strong document processing framework
               Format       La...
FAST ESP architecture




cominvent as
The migration...




cominvent as
Other successful FAST-Solr migrations

                    – Human Rights search
                       • hurisearch.org (...
Migration objectives

    – Possible objectives include:
        •   Lower maintenance cost
        •   Deeper in-house co...
Migration steps

    – Knowledge gathering & Training
    – Review current features & arch
        • Want to keep all feat...
Feature comparison ESP – Solr (similarities)

               Feature                         ESP                  Solr
 Fu...
Feature comparison ESP – Solr (differences)

                Feature           ESP                Solr
 Admin server      ...
Feature comparison ESP – Solr (differences)

                Feature                    ESP                  Solr
 Relevan...
Feature comparison ESP – Solr (differences)

                Feature           ESP                  Solr
 Lemmatization   ...
Feature comparison ESP – Solr (differences)

               Feature           ESP                  Solr
 Search XML hierar...
Your existing FAST system - overview

                       Your web-app


                                      Search m...
Migrating index profile

    – ESP index profile -> Solr schema.xml
    – Setup field types, use defaults or create your o...
Migrating index profile

    – Composite fields?
        • Solr can use <copyField> to copy multiple fields into
         ...
DisMax query example

    – This Solr query can replace use of composite-field
        • qt=dismax
        • q=oslo
      ...
Migrating content

    – If using FAST ContentAPI to push programatically
        • Use Solr's clients (Java, .NET, Ruby, ...
Push Feeding example

    – Feed XML using HTTP POST:
        • curl http://localhost:8080/solr/update?commit=true
       ...
Pull: DataImportHandler (DIH)




cominvent as
Querying examples

    – http://localhost:8080/solr/select?q=car&fl=id,title




    – Ruby
        • res=solr.select :q=>...
Migrating document processing

    – Solr lacks a sophisticated pipeline with entity
      extraction etc. Alternatives:
 ...
Migrating linguistics (lemmatization)

    – Solr ships with Stemming instead of Lemmatization
    – Stemming has limitati...
Basistech Rosette for Lucene

    – High-end linguistics capabilities for
      19 languages
    – Language Identification...
Migrating search middleware

    – Using FAST Unity?
        • Consider migrating middleware logic such as external
      ...
Migrating Front ends

    – Using a middleware with Solr support? Lucky you!
    – If not, consider introducing one now. L...
Migrating Web Crawler

    – Solr has no built-in web crawler
        • Instead you can choose from several integrations
 ...
Migrating Connectors

    – Solr handles these sources internally through DIH:
        • Database, RSS, Web-services, Loca...
Operations

    –   Solr has no admin-server (coming in 1.5)
    –   Possible to run multiple Tomcat on same server
    – ...
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Oslo Enterprise MeetUp May 12th 2010 - Jan Høydahl

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Presentation held at Oslo Enterprise MeetUp in May, pitched towards an audience who come from the FAST ESP side and have some existing FAST knowledge. Check out one of my other presentations if you're most familiar with Lucene/Solr.

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Transcript of "Oslo Enterprise MeetUp May 12th 2010 - Jan Høydahl"

  1. 1. cominvent as Enterprise Search Specialists Migrating FAST to Solr By Jan Høydahl Oslo Enterprise Search MeetUp May 2010 cominvent as
  2. 2. Jan Høydahl ● IT architect - search, telecom, mobile ● Helped build FAST's Global Services as first engineer ● Founder of Cominvent AS ● Search consultant 10 years cominvent as
  3. 3. cominvent as cominvent as
  4. 4. Consulting – Cominvent delivers independent search consulting – Focus on Apache Lucene/Solr & Microsoft FAST ESP Idea –> architecture –> implementation cominvent as
  5. 5. Commercial Support (Solr/Lucene) – When community & mailing list support is not enough.. – Paid support agreement for Apache Solr/Lucene – In cooperation with Lucid Imagination – Read more: http://www.cominvent.com/support/ cominvent as
  6. 6. Training – Cominvent AS delivers training public and on-site – Certified Solr Training Partner for Lucid Imagination – Certified FAST ESP Training Partner – Read more: http://www.cominvent.com/training/ cominvent as Photo: fluidpowerzone.com
  7. 7. Solr kurs cominvent as
  8. 8. cominvent as
  9. 9. FAST & Solr are very similar... cominvent as
  10. 10. Areas of usage cominvent as
  11. 11. Common features cominvent as
  12. 12. Common features cominvent as
  13. 13. Introduction to... ...for FAST people cominvent as
  14. 14. Apache Solr - characteristics Search server (Commercially friendly) cominvent as
  15. 15. Apache Solr - characteristics Modular Community Contributions & patches Light weight cominvent as
  16. 16. Solr-user community growth Solr-user growth 1600 1400 1200 1000 Messages 800 Column B 600 400 200 0 2006 Mar 2006 Jul 2006 Nov 2007 Mar 2007 Jul 2007 Nov 2008 Mar 2008 Jul 2008 Nov 2009 Apr 2009 Aug 2009 Dec 2006 Jan 2006 May 2006 Sep 2007 Jan 2007 May 2007 Sep 2008 Jan 2008 May 2008 Sep 2009 Feb 2009 Jun 2009 Oct 2010 Feb cominvent as Month
  17. 17. Lucene/Solr deployments – More: http://wiki.apache.org/solr/PublicServers cominvent as Thanks to Lucid Imagination for logo collection
  18. 18. XML/HTTP 8
  19. 19. Solr Architecture cominvent as
  20. 20. The Apache Software Foundation cominvent as
  21. 21. Other ASF Lucene sub-projects – Lucene Java library – Rich document extraction – Crawling web pages – Machine learning • Classification/clustering • Collaborative filtering... cominvent as
  22. 22. Solr in media & newspapers – News search. Also exposes API – Danish news search – Swedish news search – Swedish news search – Faceted search through classifieds – Eastern european classifieds cominvent as
  23. 23. Introduction to... ...for Solr people cominvent as
  24. 24. FAST ESP – characteristics & key strengths Security Connectors cominvent as
  25. 25. FAST ESP – characteristics & key strengths cominvent as
  26. 26. FAST ESP – characteristics & key strengths – Very strong document processing framework Format Language Linguistic Conversion Detection Normalization Entities Custom Taxonomy Sentiment Ontology Plug-in PARIS (Reuters) - Venus Williams raced into the second round of the $11.25 million French Open Monday, Search Alert brushing aside Bianka Lamade, 6-3, 6-3, in 65 minutes. The Wimbledon and U.S. Open champion, seeded second, breezed past the German on a blustery center court to become the first seed to advance at Roland Garros. "I love being here, I love the French Open and more than anything I'd love to do well here," the American said. A first round loser last year, Williams is hoping to progress cominvent as beyond the quarter-finals for the first time in her career.
  27. 27. FAST ESP architecture cominvent as
  28. 28. The migration... cominvent as
  29. 29. Other successful FAST-Solr migrations – Human Rights search • hurisearch.org (blog) – FINN katalog (former Sesam) • katalog.finn.no (announce) – Mocality – African business search • mocality.co.ke (linkedin) – International library search • Large multi-lingual index – Norwegian media house cominvent as • Multiple newspapers
  30. 30. Migration objectives – Possible objectives include: • Lower maintenance cost • Deeper in-house competency • Less dependent on external consultants • Ownership and visibility of source code • Shorter time to market for new features • Bugs fixed faster – or even fix ourselves • Larger community, mailing lists that work! • More choice in external consultants • Contribute back to Open Source • Lower HW footprint cominvent as
  31. 31. Migration steps – Knowledge gathering & Training – Review current features & arch • Want to keep all features? Add new? – Migration areas: • Index profile • Content • Feeding • Document Processing • Querying • Search middleware? • Admin & Operational – What to do in Application space vs Search space? cominvent as
  32. 32. Feature comparison ESP – Solr (similarities) Feature ESP Solr Full-text, boolean, range search, Yes Yes sorting, sub-second, facets, did-you- mean, synonyms, faceting Scaling for QPS Add rows Add rows Scaling for document volume Add columns Add shards Synonyms Index/query side Index/query side GEO search Yes Yes (1.5) Boolean query language Yes (FQL) Yes (Lucene or (e)DisMax) APIs HTTP, Java, .NET, HTTP, Java, .NET, C++, PHP Ruby, Python, PHP, Perl, JS cominvent as
  33. 33. Feature comparison ESP – Solr (differences) Feature ESP Solr Admin server Yes No (coming 1.5) Processes Many (C++, Java, One WAR in Java Python) app-server, 100% Java Navigators / Facets Index-time Query-time Did-you-mean Dictionary based Dictionary or index based Feeding API only HTTP POST or API Document processing Pipeline (py) Simple pipeline (Java, JS, Groovy, Jython, JRuby..) Multi field querying Composite fields DisMax handler cominvent as
  34. 34. Feature comparison ESP – Solr (differences) Feature ESP Solr Relevancy tuning Rank profiles, term Dynamic function boosting queries and boost functions XRANK XRANK operator Function Queries Freshness boost Freshness in rank Function Queries profile Boost GEO distance Rank profile and Function Queries special Major schema or software updates Cold update, use Stage new content stage environment into new Solr core Pluggability Docprocs, QT/RP Everything :) (limited), clients Request Handlers, Query Parsers, Docprocs, Rank, Spell, tokenizer++ cominvent as
  35. 35. Feature comparison ESP – Solr (differences) Feature ESP Solr Lemmatization Can be licensed Can be licensed for many from 3rd party languages Query syntax and(a:foo, b:bar) a:foo OR b:bar i:range(0, 100) I:[0 TO 100] d:range(2000-01- d:[2000-01- 01T00:00:00, 01T00:00:00Z TO 2010-03- NOW] 03T12:00:00) Query params query= q= offset= start= hits= rows= spell=1 spellcheck=true What fields to return view=viewname fl=title,price,body... cominvent as
  36. 36. Feature comparison ESP – Solr (differences) Feature ESP Solr Search XML hierarchy Yes, scope search No Reports Built in analytics Use 3rd party log analysis such as Splunk.com cominvent as
  37. 37. Your existing FAST system - overview Your web-app Search middleware? cominvent as Graphics diagram: www.microsoft.com
  38. 38. Migrating index profile – ESP index profile -> Solr schema.xml – Setup field types, use defaults or create your own – Setup the static fields. ESP: – Solr equivalent: – No need for generic*, use dynamic fields: cominvent as
  39. 39. Migrating index profile – Composite fields? • Solr can use <copyField> to copy multiple fields into one, e.g. as we did to map many attributes into one field • However, to achieve ranking with different boost of each field, Solr does not need composite field. Use DisMax query handler instead. Very powerful! – No need to edit schema to add new fields. Using dynamic fields, it is easy to e.g. Introduce a color facet for cars or a Mpixels facet for digital cameras cominvent as
  40. 40. DisMax query example – This Solr query can replace use of composite-field • qt=dismax • q=oslo • qf=title^0.7 highpriorityfields^1.5 mediumpriorityfields^0.6 lowpriorityfields^0.2 recallfields^0.0 body^0.0 • bf=recip(rord(creationDate),1,1000,1000) cominvent as
  41. 41. Migrating content – If using FAST ContentAPI to push programatically • Use Solr's clients (Java, .NET, Ruby, Python, PHP...) – If feeding FastXML using FileTraverser • Feed as Solr XML using HTTP POST or a POST client – If you feed custom XML with XMLMapper • Have a look at DIH's import and mapping features cominvent as
  42. 42. Push Feeding example – Feed XML using HTTP POST: • curl http://localhost:8080/solr/update?commit=true -H "Content-Type: text/xml" --data-binary @mydoc.xml – Ruby example: • >gem sources -a http://gemcutter.org >sudo gem install rsolr require 'rsolr' solr = RSolr.connect :url=>'http://localhost:8080' documents = [{:id=>1, :price=>1.00}, {:id=>2, :price=>10.50}] solr.add documents solr.commit cominvent as
  43. 43. Pull: DataImportHandler (DIH) cominvent as
  44. 44. Querying examples – http://localhost:8080/solr/select?q=car&fl=id,title – Ruby • res=solr.select :q=>'roses', :fq=>['red','white'] res['response']['docs'].each do |doc| puts doc['title'] end cominvent as
  45. 45. Migrating document processing – Solr lacks a sophisticated pipeline with entity extraction etc. Alternatives: • Do extraction in Application space (Ruby) • Write own stage in Solr pipeline for simple cases • Integrate to do more advanced stuff – Matchers/extractors • LingPipe NamedEntityExtractor inside of OpenPipeline – Synonyms: • Use Solr's synonym handling index/query side – Custom stages: • Write a Solr UpdateProcessor (in Java, Jython etc) – Got a LOT of custom FAST docproc stages? • Have a look at SESAT's PY ProcServer for Solr (GPL) cominvent as
  46. 46. Migrating linguistics (lemmatization) – Solr ships with Stemming instead of Lemmatization – Stemming has limitations • Biler, bilen, bilene -> bil BUT • Bøker, bøkene -> bøk; boka, bok -> bok – Kstem better. Free with LucidWorks for Solr – If you need singular/plural handling only • Free dictionaries? Check lucene-hunspell – Lemmatization can be licensed from 3rd party such as Basistech, who also has language identification & entity extraction – Language identification also from Sematext cominvent as
  47. 47. Basistech Rosette for Lucene – High-end linguistics capabilities for 19 languages – Language Identification – Segmentation and tokenization – Lemmatization – Noun decompounding – Part-of-speech tagging – Entity extraction – Easily integrated with Lucene/Solr – More: http://www.basistech.com/lucene/ cominvent as
  48. 48. Migrating search middleware – Using FAST Unity? • Consider migrating middleware logic such as external source querying and federation to SESAT (AGPL) – Using Comperio Front? • Ask Comperio for Solr engine support • Or migrate custom Q&R formats – Or is plain Solr enough? • Solr has built-in support for shards • A shard query will query multiple shards and merge the results into one • Add custom processing as Query Components in Solr • Check contrib & patches! cominvent as
  49. 49. Migrating Front ends – Using a middleware with Solr support? Lucky you! – If not, consider introducing one now. Look at: – If you decide to migrate from FAST Java/.NET APIs • Choose SolrJ or SolrNET • Query language differences. &fq= instead of filter() • Solr facets do not require sessions/state as FAST's – Migrate fast's «views» into named ReqHandler configs – Multi lingual: Need to handle title_no, title_en etc... :( cominvent as
  50. 50. Migrating Web Crawler – Solr has no built-in web crawler • Instead you can choose from several integrations – The Apache Nutch crawler • Proven with hundreds of millions of pages • http://www.lucidimagination.com/blog/2009/03/09/nutch-solr/ – Apache Droids • Still an incubator, but aims at becoming a full crawler • http://incubator.apache.org/droids/ – Heritix + Solr (example in Solr1.4 book) – OpenPipeline has a (very) simple crawler – Lucene Connectors Framework • Preparing crawler support cominvent as
  51. 51. Migrating Connectors – Solr handles these sources internally through DIH: • Database, RSS, Web-services, Local filesystem – Additionally throgh Lucene Connectors Framework: • • EMC Documentum, FileNet, JDBC, LiveLink, Patriarch (Memex), Meridio, SharePoint, RSS • New connectors should be written for LCF – Another option: • • Sharepoint, IMAP, Documentum, Vignette, Filesystem cominvent as
  52. 52. Operations – Solr has no admin-server (coming in 1.5) – Possible to run multiple Tomcat on same server – Multiple cores in same Tomcat – easier migration – No built-in query reports, use 3rd party tools – No built-in monitoring, have a look at – Log analysis? Check out cominvent as
  53. 53. More info cominvent as
  54. 54. Thank You www.cominvent.com jh@cominvent.com www.twitter.com/cominvent linkedin.com/in/janhoy This presentation licensed under CC-by-sa license cominvent as You must attribute Cominvent with name and link
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