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Global Federation and Search!
          Robin Bramley, Ixxus!
Agenda!

 •  Who I am!
 •  Setting the scene!
  •    The business challenge!
  •    Alfresco!
  •    Solr!
  •    Big Content!
  •    Global considerations!
 •     Scaling strategies!
 •     Alfresco 4!
 •     Federation approaches!
 •     ʻIntelligentʼ storage!
 •     Challenges!
My Background!

 •  Senior Architect @ Ixxus!
  •  The UK Alfresco Platinum Partner!
  •  Lucid Imagination partner!
 •  Worked at consultancies for 13 years!
  •  Developing solutions with Alfresco since 0.6!
  •  First UK Alfresco Gold partner!
 •  Around the edges I also write!
  •  GroovyMag author – inc. 4 hands-on Grails articles!
  •  DZone Most Valuable Blogger!
    •    Re-published posts include Event Driven indexing with Solr!
  •  Open source contributions include!
    •    OpenID support for Acegi / Spring Security!
    •    Codenarc support for Hudson / Jenkins CI Violations plugin!
The challenge!

 •  Many global organisations face similar challenges around
    sharing information in a timely fashion between regions.
 •  For publishers this is often exacerbated due to the size of
    some their assets such as print quality images or video.
Alfresco!

Hopefully this needs little introduction.
 •  Clue: itʼs an ECM!
Apache Solr!

RESTful Search Service
  •    POST it documents!
  •    GET query results!
•  Built on top of Lucene!
•  Originated from CNET (created by Yonik Seeley)!
•  Features !
  •    Schema!
  •    Request handlers!
  •    Query types!
  •    Response Writers!
  •    Admin pages!
  •    Replication!
  •    Sharding!
•  Professional support available from Lucid Imagination!
Big Content
Going global!
Going global!
Global systems can pose additional challenges

•  Infrastructure
 •  Network!
      •    Bandwidth!
      •    Latency!
      •    Reliability!
•    Languages
•    Timezones
•    Collaboration
•    Workflow
•    Security permissions
Scaling strategies!

You can scale / divide & conquer systems in a number of
 ways:
•  Scale up (vertical)
Scaling strategies!

•  Scale out (horizontal)
 •  Typically clustering!

 •  But could also be!

   •    Replication!

   •    Separation of responsibilities!
Scaling strategies!

•  Partitioning
 •  Data Sharding!

 •  Silos !
   •    Divisional / departmental!
   •    Regional!
Alfresco 4!

What’s new in Alfresco 4.0?
 •  Wonʼt repeat the full press release here…!
 •  ʻCloud-scale performanceʼ!
   •    Alfresco Index Server based on Apache Solr!
   •    Enhanced clustering!
Alfresco 4 Solr!

•  Based on Solr 1.4.1!
•  Uses a custom alfrescoDataType fieldType!
•  Leverages dynamic schema fields heavily!
  •     Only statically defined field is ʻidʼ!
  •     Everything else (*) is a multi-valued dynamic field!
       •    Though it uses the Alfresco model dictionary under the hood!
•  Analysis chain (same for index/query)!
  •     Whitespace tokenized !
  •     Word Delimited!
       •    Breaks up camelCase etc.!
  •     Converted to lower case!

•  Adds a cmis request handler!
•  Uses SSL client certificate authentication!
Federating!
Federation Approaches!
Build an index with a crawler




Pros                            Cons
  •  Can index many different     •  Timeliness!
     data sources!                •  Pull model not suitable for all
       •    File systems!            scenarios!
       •    Databases!            •  Additional storage
                                     requirements!
                                  •  Indexing can be inefficient in
                                     a global scenario!
                                  •  Permissions!
Federation Approaches!

Federated Search using OpenSearch
•  A collection of simple formats for sharing
   search results!
  •     Can use an Atom response format!
  •     Elements such as totalResults used in
        CMIS Atom binding!
•  Was a big deal in Alfresco 2.0 (2007)!
  •     Alfresco Explorer has an OpenSearch client!
  •     Alfresco has an OpenSearch server!
       •    Provided keyword search!
       •    Wiki stated: ʻNote: Advanced Web Client Search and
            Query Language searches will be OpenSearch
            enabled some time in the future, probably in line with
            up-and-coming CM standards.ʼ!
•  Client not in Share!
•  CMIS a better bet for complex queries!
Federation Approaches!
Build a meta-search service




Pros                          Cons
  •  Can work across            •  Rebuilding the wheel?!
     heterogeneous search       •  Authentication is a challenge
     engines!                      (without SAML or OAuth) !
  •  Can implement
     asynchronous results!
Federation Approaches!
Solr shards
•  Treat separate Alfresco repositories Solr cores as separate shards!




Pros                                Cons
  •  Distributed queries are a         •  The repositories need to be
     standard Solr feature!               backed by a single
                                          authentication source!
                                          •    E.g. LDAP!
                                       •  Asynchronous results arenʼt
                                          supported OOTB!
ʻIntelligentʼ storage!

Storage Cloud Technology
•  Underpinning for the repository is a storage cloud technology!
  •    Uses a Content Store Selector!
•  Base layer built on commodity hardware!
  •    Keeps multiple replicas of the content!
•  Management layer !
  •    Cost-based routing!
  •    Knows where content resides!
•  On-demand content migration between repositories!
Challenges!

•  Large file size
 •  Has to work with streaming!
 •  Beware of anything that attempts to buffer a full file into memory!
   •    E.g. to POST it!
 •  Watch out for processes that need to copy a file!
•  User expectations
 •  Need training on asynchronous behaviour!
 •  Search results and their appearance!
   •    Grouping / sort!
   •    Pagination (of distinct result sets)!
 •  Time to migrate large content!
   •    Can be lengthy if there isnʼt a ʻnearʼ copy!
Twitter: @rbramley

Blog: http://leanjavaengineering.com/!
     Web: http://www.ixxus.com !

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BP-8 Global Federation and Search

  • 1. Global Federation and Search! Robin Bramley, Ixxus!
  • 2. Agenda! •  Who I am! •  Setting the scene! •  The business challenge! •  Alfresco! •  Solr! •  Big Content! •  Global considerations! •  Scaling strategies! •  Alfresco 4! •  Federation approaches! •  ʻIntelligentʼ storage! •  Challenges!
  • 3. My Background! •  Senior Architect @ Ixxus! •  The UK Alfresco Platinum Partner! •  Lucid Imagination partner! •  Worked at consultancies for 13 years! •  Developing solutions with Alfresco since 0.6! •  First UK Alfresco Gold partner! •  Around the edges I also write! •  GroovyMag author – inc. 4 hands-on Grails articles! •  DZone Most Valuable Blogger! •  Re-published posts include Event Driven indexing with Solr! •  Open source contributions include! •  OpenID support for Acegi / Spring Security! •  Codenarc support for Hudson / Jenkins CI Violations plugin!
  • 4. The challenge! •  Many global organisations face similar challenges around sharing information in a timely fashion between regions. •  For publishers this is often exacerbated due to the size of some their assets such as print quality images or video.
  • 5. Alfresco! Hopefully this needs little introduction. •  Clue: itʼs an ECM!
  • 6. Apache Solr! RESTful Search Service •  POST it documents! •  GET query results! •  Built on top of Lucene! •  Originated from CNET (created by Yonik Seeley)! •  Features ! •  Schema! •  Request handlers! •  Query types! •  Response Writers! •  Admin pages! •  Replication! •  Sharding! •  Professional support available from Lucid Imagination!
  • 9. Going global! Global systems can pose additional challenges •  Infrastructure •  Network! •  Bandwidth! •  Latency! •  Reliability! •  Languages •  Timezones •  Collaboration •  Workflow •  Security permissions
  • 10. Scaling strategies! You can scale / divide & conquer systems in a number of ways: •  Scale up (vertical)
  • 11. Scaling strategies! •  Scale out (horizontal) •  Typically clustering! •  But could also be! •  Replication! •  Separation of responsibilities!
  • 12. Scaling strategies! •  Partitioning •  Data Sharding! •  Silos ! •  Divisional / departmental! •  Regional!
  • 13. Alfresco 4! What’s new in Alfresco 4.0? •  Wonʼt repeat the full press release here…! •  ʻCloud-scale performanceʼ! •  Alfresco Index Server based on Apache Solr! •  Enhanced clustering!
  • 14. Alfresco 4 Solr! •  Based on Solr 1.4.1! •  Uses a custom alfrescoDataType fieldType! •  Leverages dynamic schema fields heavily! •  Only statically defined field is ʻidʼ! •  Everything else (*) is a multi-valued dynamic field! •  Though it uses the Alfresco model dictionary under the hood! •  Analysis chain (same for index/query)! •  Whitespace tokenized ! •  Word Delimited! •  Breaks up camelCase etc.! •  Converted to lower case! •  Adds a cmis request handler! •  Uses SSL client certificate authentication!
  • 16. Federation Approaches! Build an index with a crawler Pros Cons •  Can index many different •  Timeliness! data sources! •  Pull model not suitable for all •  File systems! scenarios! •  Databases! •  Additional storage requirements! •  Indexing can be inefficient in a global scenario! •  Permissions!
  • 17. Federation Approaches! Federated Search using OpenSearch •  A collection of simple formats for sharing search results! •  Can use an Atom response format! •  Elements such as totalResults used in CMIS Atom binding! •  Was a big deal in Alfresco 2.0 (2007)! •  Alfresco Explorer has an OpenSearch client! •  Alfresco has an OpenSearch server! •  Provided keyword search! •  Wiki stated: ʻNote: Advanced Web Client Search and Query Language searches will be OpenSearch enabled some time in the future, probably in line with up-and-coming CM standards.ʼ! •  Client not in Share! •  CMIS a better bet for complex queries!
  • 18. Federation Approaches! Build a meta-search service Pros Cons •  Can work across •  Rebuilding the wheel?! heterogeneous search •  Authentication is a challenge engines! (without SAML or OAuth) ! •  Can implement asynchronous results!
  • 19. Federation Approaches! Solr shards •  Treat separate Alfresco repositories Solr cores as separate shards! Pros Cons •  Distributed queries are a •  The repositories need to be standard Solr feature! backed by a single authentication source! •  E.g. LDAP! •  Asynchronous results arenʼt supported OOTB!
  • 20. ʻIntelligentʼ storage! Storage Cloud Technology •  Underpinning for the repository is a storage cloud technology! •  Uses a Content Store Selector! •  Base layer built on commodity hardware! •  Keeps multiple replicas of the content! •  Management layer ! •  Cost-based routing! •  Knows where content resides! •  On-demand content migration between repositories!
  • 21. Challenges! •  Large file size •  Has to work with streaming! •  Beware of anything that attempts to buffer a full file into memory! •  E.g. to POST it! •  Watch out for processes that need to copy a file! •  User expectations •  Need training on asynchronous behaviour! •  Search results and their appearance! •  Grouping / sort! •  Pagination (of distinct result sets)! •  Time to migrate large content! •  Can be lengthy if there isnʼt a ʻnearʼ copy!