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Lessons From the Field
Josh Goldstein and Michael Hunn
Solutions Architects, Lucidworks
@joshsgoldstein and @calispqr
#Activate18 #ActivateSearch
Agenda
• What do the numbers tell you?
• Getting to know your Data
• The User Experience
• Countdown to Launch
• Q & A
What do the numbers tell you?
What do the numbers tell you?
• Fusion/Solr
• Sizing A Cluster
• Configuring Datasource
• App Studio App
• How many users?
• complexity?
Getting to know your Data
Get To know your Data: Indexing
Get To know your Data: Querying
Get To know your Data: Facets
• How Many Facets per page?
• How does my data need to be setup?
• How do I choose my Facet Type?
• Single Select
• Multi Select
• Visualization
• Range
• Search within
Facets Screen Shot
The User Experience
The user Experience: Signing In
NONE
The user Experience: Typeahead
• What content to use?
• Value vs Speed?
• Deciding what experience you want for the user
• Where would you like the user to go?
The user Experience: Branding
• Navigation/Page Types
• Dashboard  Result  Detail Page
• What do I need to properly brand?
• Can I use templates?
The User Experience: Dashboard
The User Experience: Search Page
• INSER THE SLIDE FROM TRAINING ON DIFFERENT PAGES
The User Experience: Detail Page
Countdown to Launch
Countdown to Launch: Fusion
Countdown to Launch : App Studio
• Environment
• Application
• Performance
Questions?
• Meet at the Lucidworks Booth
Thank you!
Josh Goldstein and Michael Hunn
Solutions Architects, Lucidworks
@twitterhandle
#Activate18 #ActivateSearch

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Lessons from the Field: Common Mistakes and Things Overlooked When Deploying a Search Application Using the Lucidworks Fusion Stack - Josh Goldstein & Michael Hunn, Lucidworks

Editor's Notes

  1. THIS IS ALL IN THE CONTEXT OF A SIMPLE MOVIE SEARCHING APP Architecture: How we get to the right infrastructure for your application Fusion App Studio How we deploy Get to know your data Index Data(Michael) Query Pipelines (Michael) Using Facets (Josh and Michael) Visualization Decision (Josh) The User Experience: Sign on experience Typeahead branding Getting Ready for Production Performance on the query side Performance on the app studio side The WAR
  2. introduce the topics we will be covering Architecture: How we get to the right infrastructure for your application Fusion App Studio How we deploy
  3. Fusion/Solr Sizing SOLR 1 shard 1 server N Documents for a baseline QPS and DPS CPU MEMORY Disk I/O Network Latency Configuring Datasource For large datasets the best practice would be to distribute the crawl across multiple datasource configurations in order to increase performance and decrease crawl completion time App Studio App How many users? Determines the number of nodes you need What does it mean when we say complexity? 1 server of App Studio can confidently handle a couple of thousand of concurrent sessions at a time. That means that there at any given moment 1000 - 2000 users can be using the app at a time
  4. What you put into a collection determines what is going to come out and could have an affect on query performance. Solr field mapping stage for development By the time you go to production you should know your exact fields and be able to explicitly define your schema Use the Solr Dynamic Field Mapping Stage during development but it should
  5. How Many Facets per page? (Josh) Depends on use case Performance as number of facets grow Also keep in mind real estate on the page Collapsed vs expanded Ecommerce Complexity of the product you sell could be anywhere from 5 - 10 Enterprise Search For real estate limit to 5 What does my data need to look like? (Michael) String Dates and Numbers fields for the actual faceting Text Fields for search
  6. How do I choose my Facet Type? Single Select Multi Select Visualization if large data sets (time series say) you can also leverage built in capability to have each chart efficiently fetch its own data. Range Search within Performance impac
  7. The User Experience: Sign on experience Typeahead branding
  8. Start with the question  raise your hands if you like signing in to things? That’s what I thought The best experience is no experience you should never even have to see If you have SAML USE IT Talk about anonymous vs sign on you have the option to sign in.
  9. It needs to be fast What content should we use? Titles Queries Recommendations More queries like this Tradeoff between value vs speed Grouping vs non grouping Example: title and recent queries Enterprise Search Use Case: Passed queries only what would you like to see Helping the user frame their search rather than you get the user to his e Where you would like the user to go Search vs going to end result When to group? Second secondary bullet More bulleted content
  10. Branding (logo, fonts, icons, colors, favicon, images) Branding style guide
  11. Branding (logo, fonts, icons, colors, favicon, images) Branding style guide
  12. Branding (logo, fonts, icons, colors, favicon, images) Branding style guide
  13. Branding (logo, fonts, icons, colors, favicon, images) Branding style guide
  14. go beyond your defaults Load balancing QPS High usage threshold uLimits defaults perform experiments
  15. A number of things we can do to increase the performance of Testing Open endpoints Proper fields being returned Reduce log level Encrypt passwords AppKit Pre-flight Checklist Environment Application User Experience Performance Environment Ensure appropriate memory allocation is in place. Ensure that the search engine is not directly available to the internet but suitably protected with only the AppKit application able to access it. Ensure that the application server is configured to support UTF-8 characters in GET requests. The application server should be using the Oracle Java Runtime. Application Remove all commented out code snippets. Remove all pages and configuration that is not in use. Load test for the estimated maximum number of users with an acceptable buffer for peak load. Ensure that the application has a production license and not a development or evaluation one. If field names are unconventional use platform configuration aliasing to refer to them in the user interface. This allows you to change field names in the index without affecting the view layer. User Experience Keyword search should work from any page and redirect via action as appropriate. All metadata that makes sense for filtering or discovery should be clickable and linked to the appropriate search page. Facets with empty values should be replaced with a more appropriate one. Breadcrumbs should indicate which filters have been applied to the user’s query. Use spelling suggestions when supported by the platform to automatically correct misspellings or suggest alternatives. Performance Only request fields and facets from the search engine that are being displayed on the page. When using bookmarks or other social widgets in a result list, make sure to use the social response processor whenever possible. This processor loads all the bookmarks, etc. in one database hit. Without this, each bookmark tag has no knowledge of the others in the result list, and will make a separate database query. This results in N queries to the database, where N is the number of results Detail & Topic Pages The detail page should have a link back to the previous search page when appropriate. Use short sluggified identifiers when possible for topic pages.
  16. A number of things we can do to increase the performance of Testing Open endpoints Proper fields being returned Reduce log level Encrypt passwords AppKit Pre-flight Checklist Environment Application User Experience Performance Environment Ensure appropriate memory allocation is in place. Ensure that the search engine is not directly available to the internet but suitably protected with only the AppKit application able to access it. Ensure that the application server is configured to support UTF-8 characters in GET requests. The application server should be using the Oracle Java Runtime. Application Remove all commented out code snippets. Remove all pages and configuration that is not in use. Load test for the estimated maximum number of users with an acceptable buffer for peak load. Ensure that the application has a production license and not a development or evaluation one. If field names are unconventional use platform configuration aliasing to refer to them in the user interface. This allows you to change field names in the index without affecting the view layer. User Experience Keyword search should work from any page and redirect via action as appropriate. All metadata that makes sense for filtering or discovery should be clickable and linked to the appropriate search page. Facets with empty values should be replaced with a more appropriate one. Breadcrumbs should indicate which filters have been applied to the user’s query. Use spelling suggestions when supported by the platform to automatically correct misspellings or suggest alternatives. Performance Only request fields and facets from the search engine that are being displayed on the page. When using bookmarks or other social widgets in a result list, make sure to use the social response processor whenever possible. This processor loads all the bookmarks, etc. in one database hit. Without this, each bookmark tag has no knowledge of the others in the result list, and will make a separate database query. This results in N queries to the database, where N is the number of results Detail & Topic Pages The detail page should have a link back to the previous search page when appropriate. Use short sluggified identifiers when possible for topic pages.