Introduction
============
`collective.indexing`_ is an approach to provide an abstract framework for
queuing and optimizing index operations in `Plone`_ as well as dispatching
them to various backends. The default implementation aims to replace the
standard indexing mechanism of `CMF`_ to allow index operations to be handled
asynchronously in a backwards-compatible way.
Queuing these operations on a transaction level allows to get rid of redundant
indexing of objects and thereby providing a substantial performance
improvement. By leveraging the component architecture and Zope event system
`collective.indexing`_ also makes it much easier to use backends other
than or in addition to the standard portal catalog for indexing, such as
dedicated search engine solutions like `Solr`_, `Xapian`_ or `Google Search
Appliance`_. One backend implementation designed to be used with this package
has already been started in the form of `collective.solr`_.
.. _`collective.indexing`: https://github.com/plone/collective.indexing
.. _`Plone`: http://www.plone.org/
.. _`CMF`: http://www.zope.org/Products/CMF/
.. _`Solr`: http://lucene.apache.org/solr/
.. _`Xapian`: http://www.xapian.org/
.. _`Google Search Appliance`: http://www.google.com/enterprise/gsa/
.. _`collective.solr`: https://github.com/collective/collective.solr
Current Status
==============
The implementation is considered to be ready for production. It can be
installed in a Plone 4.x site to enable indexing operations to be queued,
optimized and dispatched to the standard portal catalog on the Zope
transaction boundary thereby improving the Plone's out-of-the-box
performance_.
.. _performance: http://www.jarn.com/blog/plone-indexing-performance
At the moment the package requires several "monkey patches", to the mixin
classes currently used to hook up indexing, i.e. ``CMFCatalogAware``
and ``CatalogMultiplex``, the portal catalog as well as to helper methods in
`Plone`_ itself. It is planned to clear these up by making the classes
"pluggable" via adapterization, allowing `collective.indexing`_ to hook in in
clean ways.
In conjunction with `collective.solr`_ the package also provides a
working solution for integration of `Solr`_ with `Plone`_. Based on a schema
`configurable`__ at `zc.buildout`_ level indexing operations can be dispatched
a `Solr`_ instance in addition or alternatively to the standard catalog. This
allows for minimal and very efficient indexing of standard `Plone`_ content
items based on Archetypes. Providing support for other content types is
rather trivial and will be support soon.
.. __: http://pypi.python.org/pypi/collective.recipe.solrinstance/
.. _`zc.buildout`: http://pypi.python.org/pypi/zc.buildout
The code was written with emphasis on minimalism, clarity and maintainability.
It comes with extensive tests covering the code base at more than 95%. The
package is currently in use in several production sites and considered stable.
For outstanding issues and features remaining to be implemented please see the
`issue tracker`__.
.. __: https://github.com/plone/collective.indexing/issues
Subscriber Support
------------------
The package comes with support for queueing up and performing indexing
operations via event subscribers. The idea behind this is to not rely on
explicit calls as defined in ``CMFCatalogAware`` alone, but instead make it
possible to phase them out eventually. As the additional indexing operations
added via the subscribers are optimized away anyway, this only adds very
little processing overhead.
However, even though ``IObjectModifiedEvent`` has support for partial
reindexing by passing a list of descriptions/index names, this is currently
not used anywhere in Plone. Unfortunately that means that partial reindex
operations will be "upgraded" to full reindexes, e.g. for
``IContainerModifiedEvent`` via the ``notifyContainerModified`` helper,
which is one reason why subscriber support is not enabled by default for now.
To activate please use::
[instance]
...
zcml = collective.indexing:subscribers.zcml
instead of just the package name itself, re-run buildout and restart your
Plone instance.
FAQs / Troubleshooting
======================
The following tries to address some of the known issues. Please also make
sure to check the package's `issue tracker`__ and use it to report new bugs
and/or discuss possible enhancements. Alternatively, feedback via the
`"Plone Developers" mailing-list`__ is also most welcome.
.. __: https://github.com/plone/collective.indexing/issues
.. __: mailto:plone-developers@lists.sourceforge.net
**"OFS.Uninstalled Could not import class '...' from module '...'" Warnings**
Symptom
When loading your Plone site after a Zope restart, i.e. when browsing it,
you're seeing warnings like::
WARNING OFS.Uninstalled Could not import class 'PortalCatalogQueueProcessor' from module 'collective.indexing.indexer'
WARNING OFS.Uninstalled Could not import class 'IndexQueueSwitch' from module 'collective.indexing.queue'
Problem
Early versions of the package used persistent local utilities, which are
still present in your ZODB. These utilities have meanwhile been replaced
and the old instances aren't needed anymore.
Solution
Please simply re-install the package via Plone's control panel or the
quick-installer. Alternatively you can also use the ZMI "Components" tab
on your site root object, typically located at
http://localhost:8080/plone/manage_components, to remove the broken
utilities from the XML. Search for "broken".
Credits
=======
This code was inspired by enfold.indexing and enfold.solr by `Enfold
Systems`_ as well as `work done at the snowsprint'08`__. The
``TransactionManager`` pattern is taken from enfold.solr. Development was
kindly sponsored by `Elkjop`_.
.. _`Enfold Systems`: http://www.enfoldsystems.com/
.. __: http://tarekziade.wordpress.com/2008/01/20/snow-sprint-report-1-indexing/
.. _`Elkjop`: http://www.elkjop.no/
Changelog
=========
2.1 (2018-07-20)
----------------
- reindexObjectSecurity operations are handled by the queue (#14).
This fixes a bug with out-of-sync security indexes on Solr etc.
[ale-rt]
2.0 (2017-04-13)
----------------
- Add a method to remove the monkey patches.
[gforcada]
- End Of Life: starting with Plone 5.1.0 release collective.indexing has been merged into Plone core.
The functionality provided by it is already available
[gforcada]
2.0b1 - 2013-02-16
------------------
- Compensate for changes in ZCML configuration ordering
[rockfruit]
2.0a3 - 2011-08-22
------------------
- Added back `IIndexQueueSwitch` marker interface for better uninstall support
for 1.x versions. Fixes https://github.com/Jarn/collective.indexing/issues/2.
[hannosch, dholth]
2.0a2 - 2011-07-19
------------------
- Use `plone.app.testing` instead of `c.testcaselayer`.
[hannosch]
- Use getSiteManager to look for all IIndexQueueProcessor's to capture the ones
registered in local site managers.
[hannosch]
2.0a1 - 2011-07-09
------------------
**Upgrade note**: This version requires Plone 4.1 but no longer requires any
persistent configuration or does it have any UI. Please deactivate the add-on
in the add-ons control panel. The functionality will be present as long as the
package is available on the Python path.
- Use `dispatchToSublocations` from zope.container.
[hannosch]
- Optimize the queue before calling `begin` on index processors, thus avoiding
the extra setup cost if the queue is optimized to contain no items.
[hannosch]
- Removed `reindexOnReorder` patch, which isn't required anymore in Plone 4.
[hannosch]
- Removed the conditional auto_flush feature and instead always enable it.
[hannosch]
- Merged `QueueReducer` into the `queue.optimize` method.
[hannosch]
- Remove the `utils.getIndexer` indirection.
[hannosch]
- Remove `utils.isActive` - when installed we are always active.
[hannosch]
- Remove Plone 3 backwards compatibility code. This version requires Plone 4.
[hannosch]
- Remove GenericSetup profile, Plone control panel and move configuration to
global utility.
[hannosch]
- Add uninstall profile.
[kiorky]
1.8 - Released July 20th, 2010
------------------------------
* Moved patching log calls to debug level.
[hannosch]
* Fix broken pickling caused by the lambda introduced by the fix for
http://plone.org/products/collective.indexing/issues/11
[gotcha]
* Add danish translations for control panel strings.
[stonor]
1.7 - Released April 16th, 2010
-------------------------------
* Prevent multiple updates of an object's modification date on full reindex.
This fixes http://plone.org/products/collective.indexing/issues/11
[witsch]
* Ensure that errors during queue processing won't leave behind the queue in
the module global processing set, thereby preventing any further indexing.
[hannosch]
* Change the dependency on Archetypes into a soft one.
[witsch]
* Also monkey-patch Archetypes' `BaseBTreeFolder`, which keeps references
to the methods from `CMFCatalogAware` as it is usually initialized before
the patched methods are in place.
[witsch]
* Adjust test to the changes related to PLIP 4379.
[witsch]
* Add helper method to determine if a given object has its own copy of a
given indexing method, e.g. `reindexObject`.
[witsch]
1.6 - Released March 6th, 2010
------------------------------
* Clean up and split out test-only dependencies.
[witsch]
1.5 - Released March 4th, 2010
------------------------------
* Immediately update an object's modification date on full reindex.
This fixes http://plone.org/products/collective.indexing/issues/4
[do3cc, witsch]
* Add "z3c.autoinclude.plugin" entry point, so in Plone 3.3+ you can avoid
loading the ZCML file.
[hannosch]
1.4 - Released February 11th, 2010
----------------------------------
* Ensure indexing for "lifecycle" operations works in (nearly) the same
way with and without event subscribers.
[witsch]
1.3 - Released February 2nd, 2010
---------------------------------
* Don't activate event subscriber support by default as it can have
performance implications.
[witsch]
* Make the wrapper used for unindexing return the correct acquisition parent.
This fixes http://plone.org/products/collective.indexing/issues/6 as well
as http://dev.plone.org/plone/ticket/10088
[witsch]
1.2 - Released January 23rd, 2010
---------------------------------
* Improve logging of auto-flushes for easier performance tuning.
[witsch]
* Add support for Zope 2.12.
[wichert]
* Made all but one test work on both Plone 3 and 4 by relying on fewer internal
details of the functions under test.
[hannosch]
* Adjusted tests to set a site explicitly in the layer.
[hannosch]
* Changed zope.app.event imports to zope.lifecycleevent. The former was
deprecated since Zope 2.10.
[hannosch]
* Fix event subscriber for `IObjectModified` events without a description.
[gweis]
1.1 - Released June 9th, 2009
-----------------------------
* Patch `CatalogTool.getCounter` to process the indexing queue before
returning the counter indicating catalog changes (aka auto-flush).
[witsch]
1.0 - Released May 8th, 2009
----------------------------
* Register import and export steps using ZCML.
[witsch]
1.0rc5 - Released April 20th, 2009
----------------------------------
* Add support for GenericSetup.
[witsch]
* Add configlet to allow TTW activation and configuration.
[witsch]
* Update code to (almost) comply to PEP8 style guide lines.
[witsch]
* Added logging to monkey patches.
[swampmonkey]
1.0rc4 - Released December 8th, 2008
------------------------------------
* Provide a workaround for an issue with indexing objects using stale
acquisition chains after moving them in an event subscriber.
[witsch]
* Optimize "auto flushing" to prevent unnecessary component lookups.
[witsch]
1.0rc3 - Released November 19th, 2008
-------------------------------------
* Also patch `unrestrictedSearchResults` to flush queued indexing
operations before querying the catalog. This fixes
http://plone.org/products/collective.indexing/issues/2
[mr_savage]
1.0rc2 - Released November 17th, 2008
-------------------------------------
* Fix issue where, when the "auto flush" feature is enabled, an indexing
helper could cause an infinite loop by using the catalog.
[witsch]
* Restore and extend test regarding package installation.
[witsch]
1.0rc1 - Released November 5th, 2008
------------------------------------
* Restored processQueue function as it is conceptually important.
[stefan]
1.0b5 - Released October 16th, 2008
-----------------------------------
* Fix transaction handling to properly abort indexing operations.
[witsch]
* Refactor helper method for auto-flushing the queue to make it more easily
re-usable.
[witsch]
* Enable the monkey patch for `PloneTool.reindexOnReorder` in all versions
of Plone 3.x as it's not been ported upstream yet. This fixes
http://plone.org/products/collective.indexing/issues/1
[witsch]
* Refactor auto-flush monkey-patch to not interfere with testing.
[witsch]
* Patched CatalogTool.searchResults to process the indexing queue before
issuing a query (aka auto-flush).
[stefan]
* Fix test isolation issues and improve test setup.
[witsch]
* Made sure QueueReducer sorts results by opcode. Unindex operations must
be handled before (re)index operations.
[stefan]
* Added processQueue function to process a queue immediately.
[stefan]
* Fixed testModifyObject in Plone 3.1 by clearing the file's creation flag
in afterSetUp.
[stefan]
* Fixed testQueuesOnTwoThreads on Linux by sleeping for a moment so threads
can do their work.
[stefan]
1.0b4 - Released June 30th, 2008
--------------------------------
* Perform processing of the queue during "active" state of the transaction
as additional changes are forbidden in "committing" state. Those changes
can for example be caused by indexes writing back data to content items,
such as the modification time.
[witsch, mj]
1.0b3 - Released June 18th, 2008
--------------------------------
* Fix an issue where objects providing their own `__setattr__` could
potentially not be deleted.
[witsch]
1.0b2 - Released June 2nd, 2008
-------------------------------
* Add `aq_inner` to prevent infinite recursion with `safe_hasattr`.
[witsch]
1.0b1 - Released May 28, 2008
-----------------------------
* Make sure we get REQUEST correctly in PathWrapper.
[tesdal]
1.0a3 - Released May 28, 2008
-----------------------------
* Respect overridden indexing methods to prevent erroneous indexing and
generally allow special handling.
[witsch]
* Fix leftover index entry after renaming an object.
[witsch]
* The bad monkey smacked back with a vengeance, but was finally tamed.
[witsch]
* Smacked a bad monkey that was checking for nonexisting attribute
getObjPositionInParent.
[tesdal]
1.0a2 - Released May 25, 2008
-----------------------------
* Fix bug regarding different types in the queue reducer logic.
[fschulze]
* Fixed renaming of content items by replacing `PloneTool.reindexOnReorder`
with a saner version that doesn't rely on the catalog.
[witsch]
* Various fixes, cleanups and optimizations.
[witsch]
* Fixed monkey patches so that normal indexing remains functional when queued
indexing has been deactivated (or the GS profile had not been applied yet).
[witsch]
1.0a1 - Released March 31, 2008
-------------------------------
* Initial release
[tesdal, witsch]