Steps:

Create a namespace with Bugfest dataset

For successful indexation on extensive datasets (such as Bugfest). It would help if you had an environment (namespace) with next resources:

• DB: RDS
• Kafka: Shared (AWS MSK). But also possible built-in with at least 50Gb of disk space and 2 brokers
• OpenSearch: Shared (AWS OpenSearch)

So with Project job provision a namespace with restore from RDS snapshot.

Upgrade the environment to the latest version. (If needed)

Check Kafka topics

Before starting of indexation ensure that topics for modules responsible for indexation have 50 partitions.

You could check this information with Kafka UI

Topics:

• inventory.instance
• search.instance-contributor
• search.instance-subject

Pic. 1 Example "Kafka UI topics & partitions"

Scale-up OpenSearch

As indexation is a heavy process with high CPU and memory resource consumption, it is required (and strongly recommended) to scale up the shared OpenSearch AWS service.

r6g.xlarge → r6g.2xlarge

Scale-up backend modules

For better performance, please scale up backend modules.

You could perform this operation via Rancher in the Deployment section

Modules: 

• mod-search (1 → 4) (or 2 → 4 for namespaces with HA mode)
• mod-inventory-storage (1 → 2) (or not scale up for namespaces with HA mode)

Pic. 2 Example "Backend module scale up"

Start index

After completion of all pre-required steps, trigger index with POST Postman request.

URI: /search/index/inventory/reindex

Headers: X-Okapi-Tenant & X-Okapi-Token

Body: 

{
  "recreateIndex": true,
  "resourceName": "authority"
}

Adjust indices settings

An additional configuration for improving indexation duration and stability is switching-off replication and refresh interval for indices.

On the Rancher environment, you could easily do this with OpenSearch Dashboars in "Dev Tools" section.

You need to perform a PUT request to modify the setting of each newly created indices.

Indices:

• instance
• instance_subject
• contributor

// Request
PUT /folio-testing-sprint_instance_fs09000000/_settings
{
    "index": {
        "number_of_replicas": "0",
        "refresh_interval": "-1"
    }
}

// Response
{
	acknowledged: true
}

Wait for complete

Now, just wait for index completion.

It is 3 possible ways how to track index progress and completeness:

• mod-search and mod-inventory-storage logs
• Kafka messages number for topics mentioned above
• OpenSearch "Indexing Data Rate" in AWS Management Console

Adjust indices settings (Part II)

!Important

After the indexation process is finished, do not forget to bring indices replicas and refresh interval setting back.

Indices:

• instance
• instance_subject
• contributor

// Request
PUT /folio-testing-sprint_instance_fs09000000/_settings
{
    "index": {
        "number_of_replicas": "1",
        "refresh_interval": "1s"
    }
}

// Response
{
	acknowledged: true
}

Scale-down backend modules

After the indexation process is finished, do not forget to scale down the backend modules in Rancher

Modules: 

• mod-search (4 → 1) (or 4 → 2 for namespaces with HA mode)
• mod-inventory-storage (2 → 1) (or not scale down for namespaces with HA mode)

Scale-down OpenSearch

After the indexation process is finished, do not forget to scale down the shared OpenSearch AWS service

r6g.2xlarge → r6g.xlarge (If no other conditions/constraints)