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[[how-to]]
= How To
[partintro]
--
Elasticsearch ships with defaults which are intended to give a good out of
the box experience. Full text search, highlighting, aggregations, indexing
should all just work without the user having to change anything.
Once you better understand how you want to use Elasticsearch, however,
there are a number of optimizations you can make to improve performance
for your use case.
This section provides guidance about which changes should and shouldn't be
made.
--
include::how-to/indexing-speed.asciidoc[]
include::how-to/search-speed.asciidoc[]
include::how-to/disk-usage.asciidoc[]

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[[tune-for-disk-usage]]
== Tune for disk usage
[float]
=== Disable the features you do not need
By default elasticsearch indexes and adds doc values to most fields so that they
can be searched and aggregated out of the box. For instance if you have a numeric
field called `foo` that you need to run histograms on but that you never need to
filter on, you can safely disable indexing on this field in your
<<mappings,mappings>>:
[source,js]
--------------------------------------------------
PUT index
{
"mappings": {
"type": {
"properties": {
"foo": {
"type": "integer",
"index": false
}
}
}
}
}
--------------------------------------------------
// CONSOLE
<<text,`text`>> fields store normalization factors in the index in order to be
able to score documents. If you only need matching capabilities on a `text`
field but do not care about the produced scores, you can configure elasticsearch
to not write norms to the index:
[source,js]
--------------------------------------------------
PUT index
{
"mappings": {
"type": {
"properties": {
"foo": {
"type": "text",
"norms": false
}
}
}
}
}
--------------------------------------------------
// CONSOLE
<<text,`text`>> fields also store frequencies and positions in the index by
default. Frequencies are used to compute scores and positions are used to run
phrase queries. If you do not need to run phrase queries, you can tell
elasticsearch to not index positions:
[source,js]
--------------------------------------------------
PUT index
{
"mappings": {
"type": {
"properties": {
"foo": {
"type": "text",
"index_options": "freqs"
}
}
}
}
}
--------------------------------------------------
// CONSOLE
Furthermore if you do not care about scoring either, you can configure
elasticsearch to just index matching documents for every term. You will
still be able to search on this field, but phrase queries will raise errors
and scoring will assume that terms appear only once in every document.
[source,js]
--------------------------------------------------
PUT index
{
"mappings": {
"type": {
"properties": {
"foo": {
"type": "text",
"norms": false,
"index_options": "freqs"
}
}
}
}
}
--------------------------------------------------
// CONSOLE
[float]
=== Don't use default dynamic string mappings
The default <<dynamic-mapping,dynamic string mappings>> will index string fields
both as <<text,`text`>> and <<keyword,`keyword`>>. This is wasteful if you only
need one of them. Typically an `id` field will only need to be indexed as a
`keyword` while a `body` field will only need to be indexed as a `text` field.
This can be disabled by either configuring explicit mappings on string fields
or setting up dynamic templates that will map string fields as either `text`
or `keyword`.
For instance, here is a template that can be used in order to only map string
fields as `keyword`:
[source,js]
--------------------------------------------------
PUT index
{
"mappings": {
"type": {
"dynamic_templates": [
{
"strings": {
"match_mapping_type": "string",
"mapping": {
"type": "keyword"
}
}
}
]
}
}
}
--------------------------------------------------
// CONSOLE
[float]
=== Disable `_all`
The <<mapping-all-field,`_all`>> field indexes the value of all fields of a
document and can use significant space. If you never need to search against all
fields at the same time, it can be disabled.
[float]
=== Use `best_compression`
The `_source` and stored fields can easily take a non negligible amount of disk
space. They can be compressed more aggressively by using the `best_compression`
<<index-codec,codec>>.
[float]
=== Use the smallest numeric type that is sufficient
When storing <<number,numeric data>>, using `float` over `double`, or `half_float`
over `float` can help save storage. This is also true for integer types, but less
since Elasticsearch will more easily compress them based on the number of bits
that they actually need.

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[[tune-for-indexing-speed]]
== Tune for indexing speed
[float]
=== Use bulk requests
Bulk requests will yield much better performance than single-document index
requests. In order to know the optimal size of a bulk request, you shoud run
a benchmark on a single node with a single shard. First try to index 100
documents at once, then 200, then 400, etc. doubling the number of documents
in a bulk request in every benchmark run. When the indexing speed starts to
plateau then you know you reached the optimal size of a bulk request for your
data. In case of tie, it is better to err in the direction of too few rather
than too many documents. Beware that too large bulk requests might put the
cluster under memory pressure when many of them are sent concurrently, so
it is advisable to avoid going beyond a couple tens of megabytes per request
even if larger requests seem to perform better.
[float]
=== Use multiple workers/threads to send data to elasticsearch
A single thread sending bulk requests is unlikely to be able to max out the
indexing capacity of an elasticsearch cluster. In order to use all resources
of the cluster, you should send data from multiple threads or processes. In
addition to making better use of the resources of the cluster, this should
help reduce the cost of each fsync.
Make sure to watch for `TOO_MANY_REQUESTS (429)` response codes
(`EsRejectedExecutionException` with the Java client), which is the way that
elasticsearch tells you that it cannot keep up with the current indexing rate.
When it happens, you should pause ndexing a bit before trying again, ideally
with randomized exponential backoff.
Similarly to sizing bulk requests, only testing can tell what the optimal
number of workers is. This can be tested by progressivily increasing the
number of workers until either I/O or CPU is saturated on the cluster.
[float]
=== Increase the refresh interval
The default <<dynamic-index-settings,`index.refresh_interval`>> is `1s`, which
forces elasticsearch to create a new segment every second.
Increasing this value (to say, `30s`) will allow larger segments to flush and
decreases future merge pressure.
[float]
=== Disable refresh and replicas for initial loads
If you need to load a large amount of data at once, you should disable refresh
by setting `index.refresh_interval` to `-1` and set `index.number_of_replicas`
to `0`. This will temporarily put your index at risk since the loss of any shard
will cause data loss, but at the same time indexing will be faster since
documents will be indexed only once. Once the initial loading is finished, you
can set `index.refresh_interval` and `index.number_of_replicas` back to their
original values.
[float]
=== Disable swapping
You should make sure that the operating system is not swapping out the java
process by <<setup-configuration-memory,disabling swappping>>.
[float]
=== Give memory to the filesystem cache
The filesystem cache will be used in order to buffer I/O operations. You should
make sure to give at least half the memory of the machine running elasticsearch
to the filesystem cache.
[float]
=== Use faster hardware
If indexing is I/O bound, you should investigate giving more memory to the
filesystem cache (see above) or buying faster drives. In particular SSD drives
are known to perform better than spinning disks. Always use local storage,
remote filesystems such as `NFS` or `SMB` should be avoided. Also beware of
virtualized storage such as Amazon's `Elastic Block Storage`. Virtualized
storage works very well with Elasticsearch, and it is appealing since it is so
fast and simple to set up, but it is also unfortunately inherently slower on an
ongoing basis when compared to dedicated local storage. If you put an index on
`EBS`, be sure to use provisioned IOPS otherwise operations could be quickly
throttled.
Stripe your index across multiple SSDs by configuring a RAID 0 array. Remember
that it will increase the risk of failure since the failure of any one SSD
destroys the index. However this is typically the right tradeoff to make:
optimize single shards for maximum performance, and then add replicas across
different nodes so there's redundancy for any node failures. You can also use
<<modules-snapshots,snapshot and restore>> to backup the index for further
insurance.
[float]
=== Indexing buffer size
If your node is doing only heavy indexing, be sure
<<indexing-buffer,`indices.memory.index_buffer_size`>> is large enough to give
at most 512 MB indexing buffer per shard doing heavy indexing (beyond that
indexing performance does not typically improve). Elasticsearch takes that
setting (a percentage of the java heap or an absolute byte-size), and
uses it as a shared buffer across all active shards. Very active shards will
naturally use this buffer more than shards that are performing lightweight
indexing.
The default is `10%` which is often plenty: for example, if you give the JVM
10GB of memory, it will give 1GB to the index buffer, which is enough to host
two shards that are heavily indexing.

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[[tune-for-search-speed]]
== Tune for search speed
[float]
=== Give memory to the filesystem cache
Elasticsearch heavily relies on the filesystem cache in order to make search
fast. In general, you should make sure that at least half the available memory
goes to the filesystem cache so that elasticsearch can keep hot regions of the
index in physical memory.
[float]
=== Use faster hardware
If your search is I/O bound, you should investigate giving more memory to the
filesystem cache (see above) or buying faster drives. In particular SSD drives
are known to perform better than spinning disks. Always use local storage,
remote filesystems such as `NFS` or `SMB` should be avoided. Also beware of
virtualized storage such as Amazon's `Elastic Block Storage`. Virtualized
storage works very well with Elasticsearch, and it is appealing since it is so
fast and simple to set up, but it is also unfortunately inherently slower on an
ongoing basis when compared to dedicated local storage. If you put an index on
`EBS`, be sure to use provisioned IOPS otherwise operations could be quickly
throttled.
If your search is CPU-bound, you should investigate buying faster CPUs.
[float]
=== Document modeling
Documents should be modeled so that search-time operations are as cheap as possible.
In particular, joins should be avoided. <<nested,`nested`>> can make queries
several times slower and <<mapping-parent-field,parent-child>> relations can make
queries hundreds of times slower. So if the same questions can be answered without
joins by denormalizing documents, significant speedups can be expected.
[float]
=== Pre-index data
You should leverage patterns in your queries to optimize the way data is indexed.
For instance, if all your documents have a `price` field and most queries run
<<search-aggregations-bucket-range-aggregation,`range`>> aggregations on a fixed
list of ranges, you could make this aggregation faster by pre-indexing the ranges
into the index and using a <<search-aggregations-bucket-terms-aggregation,`terms`>>
aggregations.
For instance, if documents look like:
[source,js]
--------------------------------------------------
PUT index/type/1
{
"designation": "spoon",
"price": 13
}
--------------------------------------------------
// CONSOLE
and search requests look like:
[source,js]
--------------------------------------------------
GET index/_search
{
"aggs": {
"price_ranges": {
"range": {
"field": "price",
"ranges": [
{ "to": 10 },
{ "from": 10, "to": 100 },
{ "from": 100 }
]
}
}
}
}
--------------------------------------------------
// CONSOLE
// TEST[continued]
Then documents could be enriched by a `price_range` field at index time, which
should be mapped as a <<keyword,`keyword`>>:
[source,js]
--------------------------------------------------
PUT index
{
"mappings": {
"type": {
"properties": {
"price_range": {
"type": "keyword"
}
}
}
}
}
PUT index/type/1
{
"designation": "spoon",
"price": 13,
"price_range": "10-100"
}
--------------------------------------------------
// CONSOLE
And then search requests could aggregate this new field rather than running a
`range` aggregation on the `price` field.
[source,js]
--------------------------------------------------
GET index/_search
{
"aggs": {
"price_ranges": {
"terms": {
"field": "price_range"
}
}
}
}
--------------------------------------------------
// CONSOLE
// TEST[continued]
[float]
=== Mappings
The fact that some data is numeric does not mean it should always be mapped as a
<<number,numeric field>>. Typically, fields storing identifiers such as an `ISBN`
or any number identifying a record from another database, might benefit from
being mapped as <<keyword,`keyword`>> rather than `integer` or `long`.
[float]
=== Avoid scripts
In general, scripts should be avoided. If they are absolutely needed, you
should prefer the `painless` and `expressions` engines.
[float]
=== Force-merge read-only indices
Indices that are read-only would benefit from being
<<indices-forcemerge,merged down to a single segment>>. This is typically the
case with time-based indices: only the index for the current time frame is
getting new documents while older indices are read-only.
IMPORTANT: Don't force-merge indices that are still being written to -- leave
merging to the background merge process.
[float]
=== Warm up global ordinals
Global ordinals are a data-structure that is used in order to run
<<search-aggregations-bucket-terms-aggregation,`terms`>> aggregations on
<<keyword,`keyword`>> fields. They are loaded lazily in memory because
elasticsearch does not know which fields will be used in `terms` aggregations
and which fields won't. You can tell elasticsearch to load global ordinals
eagerly at refresh-time by configuring mappings as described below:
[source,js]
--------------------------------------------------
PUT index
{
"mappings": {
"type": {
"properties": {
"foo": {
"type": "keyword",
"eager_global_ordinals": true
}
}
}
}
}
--------------------------------------------------
// CONSOLE
[float]
=== Warm up the filesystem cache
If the machine running elasticsearch is restarted, the filesystem cache will be
empty, so it will take some time before the operating system loads hot regions
of the index into memory so that search operations are fast. You can explicitly
tell the operating system which files should be loaded into memory eagerly
depending on the file extension using the <<file-system,`index.store.preload`>>
setting.
WARNING: Loading data into the filesystem cache eagerly on too many indices or
too many files will make searh _slower_ if the filesystem cache is not large
enough to hold all the data. Use with caution.

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@ -43,6 +43,8 @@ include::index-modules.asciidoc[]
include::ingest.asciidoc[]
include::how-to.asciidoc[]
include::testing.asciidoc[]
include::glossary.asciidoc[]