# Waistband Ruby interface to Elastic Search ## Installation Install ElasticSearch: ```bash brew install elasticsearch ``` Add this line to your application's Gemfile: gem 'waistband' And then execute: $ bundle Or install it yourself as: $ gem install waistband ## Configuration Configuration is generally pretty simple. First, create a folder where you'll store your Waistband configuration docs, usually under `#{APP_DIR}/config/waistband/`, you can also just throw it under `#{APP_DIR}/config/` if you want. The baseline config contains something like this: ```yml # #{APP_DIR}/config/waistband/waistband.yml development: timeout: 2 servers: server1: host: http://localhost port: 9200 ``` You can name the servers whatever you want, and one of them is selected at random using `Array.sample`, excluding blacklisted servers, when conduction operations on the server. Here's an example with two servers: ```yml # #{APP_DIR}/config/waistband/waistband.yml development: timeout: 2 servers: server1: host: http://173.247.192.214 port: 9200 server2: host: http://173.247.192.215 port: 9200 ``` You'll need a separate config file for each index you use, containing the index settings and mappings. For example, for my search index, I use something akin to this: ```yml # #{APP_DIR}/config/waistband/waistband_search.yml development: stringify: false settings: index: number_of_shards: 4 mappings: event: _source: includes: ["*"] ``` ## List of config settings: * `settings`: settings for the Elastic Search index. Refer to the ["admin indices update settings"](http://www.elasticsearch.org/guide/reference/api/admin-indices-update-settings/) document for more info. * `mappings`: the index mappings. More often than not you'll want to include all of the document attribute, so you'll do something like in the example above. For more info, refer to the [mapping reference]("http://www.elasticsearch.org/guide/reference/mapping/"). * `name`: optional - name of the index. You can (and probably should) have a different name for the index for your test environment. If not specified, it defaults to the name of the yml file minus the `waistband_` portion, so in the above example, the index name would become `search_#{env}`, where env is your environment variable as defined in `Waistband::Configuration#setup` (determined by `RAILS_ENV` or `RACK_ENV`). * `stringify`: optional - determines wether whatever is stored into the index is going to be converted to a string before storage. Usually false unless you need it to be true for specific cases, like if for some `key => value` pairs the value is of different types some times. ## Initializer After getting all the YML config files in place, you'll just need to hook up an initializer to these files: ```ruby # #{APP_DIR}/config/initializers/waistband.rb Waistband.configure do |c| c.config_dir = "#{APP_DIR}/spec/config/waistband" end ``` ## Usage ### Indexes #### Creating and destroying the indexes For each index you have, you'll probably want to make sure it's created on initialization, so either in the same waistband initializer or in another initializer, depending on your preferences, you'll have to create them. For our search example: ```ruby # #{APP_DIR}/config/initializers/waistband.rb # ... Waistband::Index.new('search').create! ``` This will create the index if it's not been created already or return nil if it already exists. Destroying an index is equally easy: ```ruby Waistband::Index.new('search').destroy! ``` When writing tests, it would generally be advisable to destroy and create the indexes in a `before(:each)` or `before(:all)` depending in your circumstances. Also, remember for testing that replication and data availability is not inmediate on the indexes, so if you create an immediate expectation for data to be there, you should refresh the index before it: ```ruby Waistband::Index.new('search').refresh ``` Note: most index methods such as `create`, `destroy`, `read`, etc, have an equivalent bang method (`destroy!`) that will actually throw an exception if something goes wrong. For example, `destroy` will return nil if the index doesn't exist, but will raise any other unrelated exceptions, whereas `destroy!` will raise even the Index Not Found exception. #### Writing, reading and deleting from an index ```ruby index = Waistband::Index.new('search') # writing index.store!('my_data', {'important' => true, 'valuable' => {'always' => true}}) # => "{\"ok\":true,\"_index\":\"search\",\"_type\":\"search\",\"_id\":\"my_data\",\"_version\":1}" # reading index.read('my_data') # => {"important"=>true, "valuable"=>{"always"=>true}} # deleting index.delete!('my_data') # => "{\"ok\":true,\"found\":true,\"_index\":\"search\",\"_type\":\"search\",\"_id\":\"my_data\",\"_version\":2}" # reading non-existent data index.read('my_data') # => nil ``` ### Searching For searching, you construct a query from your index: ```ruby index = Waistband::Index.new('search') query = index.query(page_size: 5).prepare({ query: { term: { hidden: false } }, sort: { created_at: {order: 'desc' } } }) query.results # => returns an array of Waistband::QueryResult query.total_hits # => 28481 # get the second page of results: query.page = 2 query.results # change the page size: query.page_size = 50 query.page = 1 query.results ``` For paginating the results, you can use the `#paginated_results` method, which requires the [Kaminari](https://github.com/amatsuda/kaminari), gem. If you use another gem, you can just override the method, etc. For more information and extra methods, take a peek into the class docs. ### Sub-Indexes Sometimes it can be useful to sub-divide your index into smaller indexes based on dates or other partitioning schemes. To do this, the `Index` class exposes the `subs` option on instantiation: ```ruby index = Waistband::Index.new('events', subs: %w(2013 01)) index.create! ``` This creates the index `events__2013_01`, which in your application logic you could design to store all event data for Jan 2013. You'd do the same for Feb, etc., and when you no longer need one of the older ones, you could delete just that sub-index, instead of things getting more complicated. ### Aliasing Part of subbing is gonna be creating the correct aliases that group up your sub-indexes. ```ruby index = Waistband::Index.new('events', subs: %w(2013 01)) index.create! index.alias!('my_super_events_alias') => true index.fetch_alias('my_super_events_alias') => {"events__2013_01"=>{"aliases"=>{"my_super_events_alias"=>{}}}} ``` The `alias!` methods receives a param to define the alias name. ## Contributing 1. Fork it 2. Create your feature branch (`git checkout -b my-new-feature`) 3. Commit your changes (`git commit -am 'Add some feature'`) 4. Push to the branch (`git push origin my-new-feature`) 5. Create new Pull Request