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Best Practices for Indexing and Querying Data in Elasticsearch 8.17

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Elasticsearch is an incredibly powerful distributed search and analytics engine that allows organizations to quickly index, search, and analyze large volumes of data. However, achieving optimal performance and efficiency requires a deep understanding of how to best index and query your data. With the release of Elasticsearch 8.17, new features and improvements offer more flexibility and control, but understanding best practices is crucial to harnessing the full potential of the system.

In this blog post, we’ll explore some of the best practices for indexing and querying data in Elasticsearch 8.17. These practices will help ensure better performance, maintainability, and scalability as your data grows.

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Best Practices for Indexing Data in Elasticsearch 8.17

Efficient indexing is the foundation of any Elasticsearch-based system. Proper indexing ensures that queries run fast, data is organized efficiently, and resources like memory and disk space are used optimally. Here are some best practices to follow when indexing data.

1. Define Proper Mappings

Elasticsearch uses mappings to define how documents and fields should be stored and indexed. If mappings are not defined correctly, Elasticsearch may use default mappings that may not be ideal for your data.

Best Practice:

 Always explicitly define mappings for your indices. This ensures that your data is indexed correctly, and you avoid potential issues with incorrect field types.
 Use text for full-text search fields (e.g., titles, descriptions), and keyword for fields you want to filter or aggregate (e.g., tags, IDs).
 Be cautious with dynamic mappings. While dynamic mappings can be convenient, they can lead to unexpected field types or create unnecessary fields. If you know your data schema, define mappings explicitly.

Example:

PUT /my_index

{

“mappings”: {

“properties”: {

“title”: { “type”: “text” },

“category”: { “type”: “keyword” },

“price”: { “type”: “float” },

“created_at”: { “type”: “date” }

}

}

}

2. Use Custom Index Settings

Custom index settings allow you to control aspects like the number of shards and replicas for your index. These settings can have a big impact on the performance and scalability of your Elasticsearch cluster.

Best Practice:

 Choose the appropriate number of shards. A larger number of shards may increase parallelism, but it can also increase overhead. For most use cases, 1-5 shards per index should be sufficient.
 Use replicas to increase fault tolerance and search performance. Set replicas to at least 1, but for high availability, you may want to have more.
 Consider refresh interval settings to balance between near real-time search and indexing speed. By default, Elasticsearch refreshes an index every second, but if you don’t need real-time search, you can increase the refresh interval to reduce overhead.

Example:

PUT /my_index

{

“settings”: {

“number_of_shards”: 3,

“number_of_replicas”: 1,

“refresh_interval”: “30s”

}

}

3. Avoid Over-Indexing Unnecessary Fields

Indexing too many fields can lead to excessive disk space usage and slower indexing times. Avoid indexing fields that you don’t need to search, aggregate, or filter on.

Best Practice:

 Use the index: false setting for fields that don’t need to be indexed but are still part of your document, such as metadata fields that are not queried.
 If you have large text fields that don’t need to be searchable, consider using the index: false option or store them as “keyword” fields instead of “text”.

Example:

PUT /my_index

{

“mappings”: {

“properties”: {

“non_searchable_field”: { “type”: “text”, “index”: false },

“user_id”: { “type”: “keyword” }

}

}

}

4. Use Index Lifecycle Management (ILM)

As data grows over time, you need to manage the lifecycle of your indices efficiently. Index Lifecycle Management (ILM) automates the process of rolling over, deleting, or archiving older indices based on defined policies.

Best Practice:

 Implement ILM policies to automatically manage indices as they grow. For example, you can move older indices to cold storage or delete data after a certain period.
 Use ILM to roll over indices based on size, age, or document count to ensure that indices do not become too large and slow.

Example:

PUT /_ilm/policy/my_policy

{

“policy”: {

“phases”: {

“hot”: {

“actions”: {

“rollover”: { “max_age”: “7d”, “max_docs”: 1000000 }

}

},

“delete”: {

“min_age”: “30d”,

“actions”: { “delete”: {} }

}

}

}

}

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Best Practices for Querying Data in Elasticsearch 8.17

Efficient querying ensures that your search and analytics operations are fast and scalable. Below are some best practices for writing efficient queries in Elasticsearch 8.17.

1. Use Filters for Exact Matches

Elasticsearch uses filters for exact matches, and these filters are faster than full-text search queries because they don’t score documents.

Best Practice:

 Use filters for conditions such as equality checks (term, range) instead of relying on full-text search queries.
 Filters can be combined in a bool query to handle complex conditions.

Example:

GET /my_index/_search

{

“query”: {

“bool”: {

“filter”: [

{ “term”: { “category”: “electronics” } },

{ “range”: { “price”: { “gte”: 100, “lte”: 500 } } }

]

}

}

}

2. Use doc_values for Sorting and Aggregations

When sorting or aggregating data, Elasticsearch needs to access field values. By default, text fields do not have optimized access patterns for sorting or aggregations, but doc_values allow Elasticsearch to store field values in a columnar format, making these operations more efficient.

Best Practice:

 Use doc_values for fields you plan to sort or aggregate on. doc_values are enabled by default for most field types except for text fields.

Example:

PUT /my_index

{

“mappings”: {

“properties”: {

“price”: { “type”: “float”, “doc_values”: true },

“created_at”: { “type”: “date”, “doc_values”: true }

}

}

}

3. Avoid Wildcard Queries on Large Datasets

Wildcard queries (e.g., * or ? in patterns) can be very slow, especially on large datasets. Elasticsearch needs to evaluate every possible match, which can be expensive for large indices.

Best Practice:

 Use wildcard queries sparingly and avoid using them at the beginning of a term (e.g., *term), as they require scanning the entire index.
 Consider using edge_ngram or completion suggester fields for faster prefix matching when you need to support autocomplete functionality.

Example:

GET /my_index/_search

{

“query”: {

“wildcard”: {

“title”: “*smartphone*”

}

}

}

4. Use Aggregations for Data Analysis

Aggregations are a powerful feature in Elasticsearch for summarizing and analyzing data. When querying large datasets, aggregations help you get insights from the data without retrieving all documents.

Best Practice:

 Use aggregations to group and analyze data by terms, ranges, histograms, and more.
 Use composite aggregations for efficient pagination of large aggregations.

Example:

GET /my_index/_search

{

“size”: 0,

“aggs”: {

“category_count”: {

“terms”: { “field”: “category.keyword” }

}

}

}

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Conclusion

Elasticsearch 8.17 offers a wealth of new features and improvements that make it even more powerful for managing large datasets and performing complex search queries. By following the best practices for indexing and querying data, you can ensure that your Elasticsearch cluster is optimized for speed, efficiency, and scalability.

Whether you’re working with full-text search, log data, or complex analytics use cases, adhering to these best practices will help you get the most out of Elasticsearch 8.17, providing faster response times, lower resource consumption, and a more reliable search experience for your users. Happy querying!

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