Alternatives to Amazon CloudSearch

Back in 2014, I was given an opportunity to re-architect SmartZip Analytics platform, and flagship product: SmartTargeting. This is a SaaS software helping real estate professionals keeping up with their prospects and leads in a given neighborhood/territory, finding out (thanks to predictive analytics) who's the most likely to list/sell their home, and running cross-channel marketing automation against them: direct mail, online ads, email... The company also does provide Data APIs to Enterprise customers.

I had inherited years and years of technical debt and I knew things had to change radically. The first enabler to this was to make use of the cloud and go with AWS, so we would stop re-inventing the wheel, and build around managed/scalable services.

For the SaaS product, we kept on working with Rails as this was what my team had the most knowledge in. We've however broken up the monolith and decoupled the front-end application from the backend thanks to the use of Rails API so we'd get independently scalable micro-services from now on.

Our various applications could now be deployed using AWS Elastic Beanstalk so we wouldn't waste any more efforts writing time-consuming Capistrano deployment scripts for instance. Combined with Docker so our application would run within its own container, independently from the underlying host configuration.

Storage-wise, we went with Amazon S3 and ditched any pre-existing local or network storage people used to deal with in our legacy systems. On the database side: Amazon RDS / MySQL initially. Ultimately migrated to Amazon RDS for Aurora / MySQL when it got released. Once again, here you need a managed service your cloud provider handles for you.

Future improvements / technology decisions included:

Caching: Amazon ElastiCache / Memcached CDN: Amazon CloudFront Systems Integration: Segment / Zapier Data-warehousing: Amazon Redshift BI: Amazon Quicksight / Superset Search: Elasticsearch / Amazon Elasticsearch Service / Algolia Monitoring: New Relic

As our usage grows, patterns changed, and/or our business needs evolved, my role as Engineering Manager then Director of Engineering was also to ensure my team kept on learning and innovating, while delivering on business value.

One of these innovations was to get ourselves into Serverless : Adopting AWS Lambda was a big step forward. At the time, only available for Node.js (Not Ruby ) but a great way to handle cost efficiency, unpredictable traffic, sudden bursts of traffic... Ultimately you want the whole chain of services involved in a call to be serverless, and that's when we've started leveraging Amazon DynamoDB on these projects so they'd be fully scalable.

Although we were using Elasticsearch in the beginning to power our in-app search, we moved this part of our processing over to Algolia a couple of months ago; this has proven to be a fantastic choice, letting us build search-related features with more confidence and speed.

Elasticsearch is only used for searching in internal tooling nowadays; hosting and running it reliably has been a task that took up too much time for us in the past and fine-tuning the results to reach a great user-experience was also never an easy task for us. With Algolia we can flexibly change ranking methods on the fly and can instead focus our time on fine-tuning the experience within our app.

Memcached is used in front of most of the API endpoints to cache responses in order to speed up response times and reduce server-costs on our side.

#SearchAsAService

We've been using PostgreSQL since the very early days of Zulip, but we actually didn't use it from the beginning. Zulip started out as a MySQL project back in 2012, because we'd heard it was a good choice for a startup with a wide community. However, we found that even though we were using the Django ORM for most of our database access, we spent a lot of time fighting with MySQL. Issues ranged from bad collation defaults, to bad query plans which required a lot of manual query tweaks.

We ended up getting so frustrated that we tried out PostgresQL, and the results were fantastic. We didn't have to do any real customization (just some tuning settings for how big a server we had), and all of our most important queries were faster out of the box. As a result, we were able to delete a bunch of custom queries escaping the ORM that we'd written to make the MySQL query planner happy (because postgres just did the right thing automatically).

And then after that, we've just gotten a ton of value out of postgres. We use its excellent built-in full-text search, which has helped us avoid needing to bring in a tool like Elasticsearch, and we've really enjoyed features like its partial indexes, which saved us a lot of work adding unnecessary extra tables to get good performance for things like our "unread messages" and "starred messages" indexes.

I can't recommend it highly enough.

Often enough I have to explain my way of going about setting up a CI/CD pipeline with multiple deployment platforms. Since I am a bit tired of yapping the same every single time, I've decided to write it up and share with the world this way, and send people to read it instead ;). I will explain it on "live-example" of how the Rome got built, basing that current methodology exists only of readme.md and wishes of good luck (as it usually is ;)).

It always starts with an app, whatever it may be and reading the readmes available while Vagrant and VirtualBox is installing and updating. Following that is the first hurdle to go over - convert all the instruction/scripts into Ansible playbook(s), and only stopping when doing a clear vagrant up or vagrant reload we will have a fully working environment. As our Vagrant environment is now functional, it's time to break it! This is the moment to look for how things can be done better (too rigid/too lose versioning? Sloppy environment setup?) and replace them with the right way to do stuff, one that won't bite us in the backside. This is the point, and the best opportunity, to upcycle the existing way of doing dev environment to produce a proper, production-grade product.

I should probably digress here for a moment and explain why. I firmly believe that the way you deploy production is the same way you should deploy develop, shy of few debugging-friendly setting. This way you avoid the discrepancy between how production work vs how development works, which almost always causes major pains in the back of the neck, and with use of proper tools should mean no more work for the developers. That's why we start with Vagrant as developer boxes should be as easy as vagrant up, but the meat of our product lies in Ansible which will do meat of the work and can be applied to almost anything: AWS, bare metal, docker, LXC, in open net, behind vpn - you name it.

We must also give proper consideration to monitoring and logging hoovering at this point. My generic answer here is to grab Elasticsearch, Kibana, and Logstash. While for different use cases there may be better solutions, this one is well battle-tested, performs reasonably and is very easy to scale both vertically (within some limits) and horizontally. Logstash rules are easy to write and are well supported in maintenance through Ansible, which as I've mentioned earlier, are at the very core of things, and creating triggers/reports and alerts based on Elastic and Kibana is generally a breeze, including some quite complex aggregations.

If we are happy with the state of the Ansible it's time to move on and put all those roles and playbooks to work. Namely, we need something to manage our CI/CD pipelines. For me, the choice is obvious: TeamCity. It's modern, robust and unlike most of the light-weight alternatives, it's transparent. What I mean by that is that it doesn't tell you how to do things, doesn't limit your ways to deploy, or test, or package for that matter. Instead, it provides a developer-friendly and rich playground for your pipelines. You can do most the same with Jenkins, but it has a quite dated look and feel to it, while also missing some key functionality that must be brought in via plugins (like quality REST API which comes built-in with TeamCity). It also comes with all the common-handy plugins like Slack or Apache Maven integration.

The exact flow between CI and CD varies too greatly from one application to another to describe, so I will outline a few rules that guide me in it: 1. Make build steps as small as possible. This way when something breaks, we know exactly where, without needing to dig and root around. 2. All security credentials besides development environment must be sources from individual Vault instances. Keys to those containers should exist only on the CI/CD box and accessible by a few people (the less the better). This is pretty self-explanatory, as anything besides dev may contain sensitive data and, at times, be public-facing. Because of that appropriate security must be present. TeamCity shines in this department with excellent secrets-management. 3. Every part of the build chain shall consume and produce artifacts. If it creates nothing, it likely shouldn't be its own build. This way if any issue shows up with any environment or version, all developer has to do it is grab appropriate artifacts to reproduce the issue locally. 4. Deployment builds should be directly tied to specific Git branches/tags. This enables much easier tracking of what caused an issue, including automated identifying and tagging the author (nothing like automated regression testing!).

Speaking of deployments, I generally try to keep it simple but also with a close eye on the wallet. Because of that, I am more than happy with AWS or another cloud provider, but also constantly peeking at the loads and do we get the value of what we are paying for. Often enough the pattern of use is not constantly erratic, but rather has a firm baseline which could be migrated away from the cloud and into bare metal boxes. That is another part where this approach strongly triumphs over the common Docker and CircleCI setup, where you are very much tied in to use cloud providers and getting out is expensive. Here to embrace bare-metal hosting all you need is a help of some container-based self-hosting software, my personal preference is with Proxmox and LXC. Following that all you must write are ansible scripts to manage hardware of Proxmox, similar way as you do for Amazon EC2 (ansible supports both greatly) and you are good to go. One does not exclude another, quite the opposite, as they can live in great synergy and cut your costs dramatically (the heavier your base load, the bigger the savings) while providing production-grade resiliency.

I'm planning to create a web application and also a mobile application to provide a very good shopping experience to the end customers. Shortly, my application will be aggregate the product details from difference sources and giving a clear picture to the user that when and where to buy that product with best in Quality and cost.

I have planned to develop this in many milestones for adding N number of features and I have picked my first part to complete the core part (aggregate the product details from different sources).

As per my work experience and knowledge, I have chosen the followings stacks to this mission.

UI: I would like to develop this application using React, React Router and React Native since I'm a little bit familiar on this and also most importantly these will help on developing both web and mobile apps. In addition, I'm gonna use the stacks JavaScript, jQuery, jQuery UI, jQuery Mobile, Bootstrap wherever required.

Service: I have planned to use Java as the main business layer language as I have 7+ years of experience on this I believe I can do better work using Java than other languages. In addition, I'm thinking to use the stacks Node.js.

Database and ORM: I'm gonna pick MySQL as DB and Hibernate as ORM since I have a piece of good knowledge and also work experience on this combination.

Search Engine: I need to deal with a large amount of product data and it's in-detailed info to provide enough details to end user at the same time I need to focus on the performance area too. so I have decided to use Solr as a search engine for product search and suggestions. In addition, I'm thinking to replace Solr by Elasticsearch once explored/reviewed enough about Elasticsearch.

Host: As of now, my plan to complete the application with decent features first and deploy it in a free hosting environment like Docker and Heroku and then once it is stable then I have planned to use the AWS products Amazon S3, EC2, Amazon RDS and Amazon Route 53. I'm not sure about Microsoft Azure that what is the specialty in it than Heroku and Amazon EC2 Container Service. Anyhow, I will do explore these once again and pick the best suite one for my requirement once I reached this level.

Build and Repositories: I have decided to choose Apache Maven and Git as these are my favorites and also so popular on respectively build and repositories.

Additional Utilities :) - I would like to choose Codacy for code review as their Startup plan will be very helpful to this application. I'm already experienced with Google CheckStyle and SonarQube even I'm looking something on Codacy.

Happy Coding! Suggestions are welcome! :)

Thanks, Ganesa

I have 9TB of documents that need to be indexed. which of the above will suit to handle this much amount of data?

I have client-specific documents. So I would need to create 200 number of indices if 200 clients are there.

what other criteria should I check before choosing Azure Cognitive Search vs Solr?

"Slack provides two strategies for searching: Recent and Relevant. Recent search finds the messages that match all terms and presents them in reverse chronological order. If a user is trying to recall something that just happened, Recent is a useful presentation of the results.

Relevant search relaxes the age constraint and takes into account the Lucene score of the document — how well it matches the query terms (Solr powers search at Slack). Used about 17% of the time, Relevant search performed slightly worse than Recent according to the search quality metrics we measured: the number of clicks per search and the click-through rate of the search results in the top several positions. We recognized that Relevant search could benefit from using the user’s interaction history with channels and other users — their ‘work graph’."

Back in 2014, I was given an opportunity to re-architect SmartZip Analytics platform, and flagship product: SmartTargeting. This is a SaaS software helping real estate professionals keeping up with their prospects and leads in a given neighborhood/territory, finding out (thanks to predictive analytics) who's the most likely to list/sell their home, and running cross-channel marketing automation against them: direct mail, online ads, email... The company also does provide Data APIs to Enterprise customers.

I had inherited years and years of technical debt and I knew things had to change radically. The first enabler to this was to make use of the cloud and go with AWS, so we would stop re-inventing the wheel, and build around managed/scalable services.

For the SaaS product, we kept on working with Rails as this was what my team had the most knowledge in. We've however broken up the monolith and decoupled the front-end application from the backend thanks to the use of Rails API so we'd get independently scalable micro-services from now on.

Our various applications could now be deployed using AWS Elastic Beanstalk so we wouldn't waste any more efforts writing time-consuming Capistrano deployment scripts for instance. Combined with Docker so our application would run within its own container, independently from the underlying host configuration.

Storage-wise, we went with Amazon S3 and ditched any pre-existing local or network storage people used to deal with in our legacy systems. On the database side: Amazon RDS / MySQL initially. Ultimately migrated to Amazon RDS for Aurora / MySQL when it got released. Once again, here you need a managed service your cloud provider handles for you.

Future improvements / technology decisions included:

Caching: Amazon ElastiCache / Memcached CDN: Amazon CloudFront Systems Integration: Segment / Zapier Data-warehousing: Amazon Redshift BI: Amazon Quicksight / Superset Search: Elasticsearch / Amazon Elasticsearch Service / Algolia Monitoring: New Relic

As our usage grows, patterns changed, and/or our business needs evolved, my role as Engineering Manager then Director of Engineering was also to ensure my team kept on learning and innovating, while delivering on business value.

One of these innovations was to get ourselves into Serverless : Adopting AWS Lambda was a big step forward. At the time, only available for Node.js (Not Ruby ) but a great way to handle cost efficiency, unpredictable traffic, sudden bursts of traffic... Ultimately you want the whole chain of services involved in a call to be serverless, and that's when we've started leveraging Amazon DynamoDB on these projects so they'd be fully scalable.

We send over 20 billion emails a month on behalf of our customers. As a result, we manage hundreds of millions of "suppression" records that track when an email address is invalid as well as when a user unsubscribes or flags an email as spam. This way we can help ensure our customers are only sending email that their recipients want, which boosts overall delivery rates and engagement. We need to support two primary use cases: (1) fast and reliable real-time lookup against the list when sending email and (2) allow customers to search, edit, and bulk upload/download their list via API and in the UI. A single enterprise customer's list can be well over 100 million. Over the years as the size of this data started small and has grown increasingly we have tried multiple things that didn't scale very well. In the recent past we used Amazon DynamoDB for the system of record as well as a cache in Amazon ElastiCache (Redis) for the fast lookups and Amazon CloudSearch for the search function. This architecture was overly complicated and expensive. We were able to eliminate the use of Redis, replacing it with direct lookups against DynamoDB, fronted with a stripped down Node.js API that performs consistently around 10ms. The new dynamic bursting of DynamoDB has helped ensure reliable and consistent performance for real-time lookups. We also moved off the clunky and expensive CloudSearch to Amazon Elasticsearch Service for the search functionality. Beyond the high price tag for CloudSearch it also had severe limits streaming updates from DynamoDB, which forced us to batch them - adding extra complexity and CX challenges. We love the fact that DynamoDB can stream directly to ElasticSearch and believe using these two technologies together will handle our scaling needs in an economical way for the foreseeable future.

We just launched the Segment Config API (try it out for yourself here) — a set of public REST APIs that enable you to manage your Segment configuration. A public API is only as good as its #documentation. For the API reference doc we are using Postman.

Postman is an “API development environment”. You download the desktop app, and build API requests by URL and payload. Over time you can build up a set of requests and organize them into a “Postman Collection”. You can generalize a collection with “collection variables”. This allows you to parameterize things like username, password and workspace_name so a user can fill their own values in before making an API call. This makes it possible to use Postman for one-off API tasks instead of writing code.

Then you can add Markdown content to the entire collection, a folder of related methods, and/or every API method to explain how the APIs work. You can publish a collection and easily share it with a URL.

This turns Postman from a personal #API utility to full-blown public interactive API documentation. The result is a great looking web page with all the API calls, docs and sample requests and responses in one place. Check out the results here.

Postman’s powers don’t end here. You can automate Postman with “test scripts” and have it periodically run a collection scripts as “monitors”. We now have #QA around all the APIs in public docs to make sure they are always correct

Along the way we tried other techniques for documenting APIs like ReadMe.io or Swagger UI. These required a lot of effort to customize.

Writing and maintaining a Postman collection takes some work, but the resulting documentation site, interactivity and API testing tools are well worth it.

Our whole Node.js backend stack consists of the following tools:

• Lerna as a tool for multi package and multi repository management
• npm as package manager
• NestJS as Node.js framework
• TypeScript as programming language
• ExpressJS as web server
• Swagger UI for visualizing and interacting with the API’s resources
• Postman as a tool for API development
• TypeORM as object relational mapping layer
• JSON Web Token for access token management

The main reason we have chosen Node.js over PHP is related to the following artifacts:

• Made for the web and widely in use: Node.js is a software platform for developing server-side network services. Well-known projects that rely on Node.js include the blogging software Ghost, the project management tool Trello and the operating system WebOS. Node.js requires the JavaScript runtime environment V8, which was specially developed by Google for the popular Chrome browser. This guarantees a very resource-saving architecture, which qualifies Node.js especially for the operation of a web server. Ryan Dahl, the developer of Node.js, released the first stable version on May 27, 2009. He developed Node.js out of dissatisfaction with the possibilities that JavaScript offered at the time. The basic functionality of Node.js has been mapped with JavaScript since the first version, which can be expanded with a large number of different modules. The current package managers (npm or Yarn) for Node.js know more than 1,000,000 of these modules.
• Fast server-side solutions: Node.js adopts the JavaScript "event-loop" to create non-blocking I/O applications that conveniently serve simultaneous events. With the standard available asynchronous processing within JavaScript/TypeScript, highly scalable, server-side solutions can be realized. The efficient use of the CPU and the RAM is maximized and more simultaneous requests can be processed than with conventional multi-thread servers.
• A language along the entire stack: Widely used frameworks such as React or AngularJS or Vue.js, which we prefer, are written in JavaScript/TypeScript. If Node.js is now used on the server side, you can use all the advantages of a uniform script language throughout the entire application development. The same language in the back- and frontend simplifies the maintenance of the application and also the coordination within the development team.
• Flexibility: Node.js sets very few strict dependencies, rules and guidelines and thus grants a high degree of flexibility in application development. There are no strict conventions so that the appropriate architecture, design structures, modules and features can be freely selected for the development.

We just launched the Segment Config API (try it out for yourself here) — a set of public REST APIs that enable you to manage your Segment configuration. A public API is only as good as its #documentation. For the API reference doc we are using Postman.

Postman is an “API development environment”. You download the desktop app, and build API requests by URL and payload. Over time you can build up a set of requests and organize them into a “Postman Collection”. You can generalize a collection with “collection variables”. This allows you to parameterize things like username, password and workspace_name so a user can fill their own values in before making an API call. This makes it possible to use Postman for one-off API tasks instead of writing code.

Then you can add Markdown content to the entire collection, a folder of related methods, and/or every API method to explain how the APIs work. You can publish a collection and easily share it with a URL.

This turns Postman from a personal #API utility to full-blown public interactive API documentation. The result is a great looking web page with all the API calls, docs and sample requests and responses in one place. Check out the results here.

Postman’s powers don’t end here. You can automate Postman with “test scripts” and have it periodically run a collection scripts as “monitors”. We now have #QA around all the APIs in public docs to make sure they are always correct

Along the way we tried other techniques for documenting APIs like ReadMe.io or Swagger UI. These required a lot of effort to customize.

Writing and maintaining a Postman collection takes some work, but the resulting documentation site, interactivity and API testing tools are well worth it.

Our whole Node.js backend stack consists of the following tools:

• Lerna as a tool for multi package and multi repository management
• npm as package manager
• NestJS as Node.js framework
• TypeScript as programming language
• ExpressJS as web server
• Swagger UI for visualizing and interacting with the API’s resources
• Postman as a tool for API development
• TypeORM as object relational mapping layer
• JSON Web Token for access token management

The main reason we have chosen Node.js over PHP is related to the following artifacts:

• Made for the web and widely in use: Node.js is a software platform for developing server-side network services. Well-known projects that rely on Node.js include the blogging software Ghost, the project management tool Trello and the operating system WebOS. Node.js requires the JavaScript runtime environment V8, which was specially developed by Google for the popular Chrome browser. This guarantees a very resource-saving architecture, which qualifies Node.js especially for the operation of a web server. Ryan Dahl, the developer of Node.js, released the first stable version on May 27, 2009. He developed Node.js out of dissatisfaction with the possibilities that JavaScript offered at the time. The basic functionality of Node.js has been mapped with JavaScript since the first version, which can be expanded with a large number of different modules. The current package managers (npm or Yarn) for Node.js know more than 1,000,000 of these modules.
• Fast server-side solutions: Node.js adopts the JavaScript "event-loop" to create non-blocking I/O applications that conveniently serve simultaneous events. With the standard available asynchronous processing within JavaScript/TypeScript, highly scalable, server-side solutions can be realized. The efficient use of the CPU and the RAM is maximized and more simultaneous requests can be processed than with conventional multi-thread servers.
• A language along the entire stack: Widely used frameworks such as React or AngularJS or Vue.js, which we prefer, are written in JavaScript/TypeScript. If Node.js is now used on the server side, you can use all the advantages of a uniform script language throughout the entire application development. The same language in the back- and frontend simplifies the maintenance of the application and also the coordination within the development team.
• Flexibility: Node.js sets very few strict dependencies, rules and guidelines and thus grants a high degree of flexibility in application development. There are no strict conventions so that the appropriate architecture, design structures, modules and features can be freely selected for the development.