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Elastic Stack 8.x Cookbook
Elastic Stack 8.x Cookbook

Elastic Stack 8.x Cookbook: Over 80 recipes to perform ingestion, search, visualization, and monitoring for actionable insights

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Profile Icon Huage Chen Profile Icon Yazid Akadiri
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Elastic Stack 8.x Cookbook

Ingesting General Content Data

This chapter, along with Chapter 4, will focus on data ingestion. Generally, we can categorize data into two groups – general content (data from APIs, HTML pages, catalogs, data from Relational Database Management System (RDBMS), PDFs, spreadsheets, etc.), and time series (data indexed in chronological order, such as logs, metrics, traces, and security events). In this chapter, we will ingest general content to illustrate the basic concepts of data ingestion, including fundamental data operations (index, delete, and update), analyzers, static and dynamic index mappings, and index templates.

Figure 2.1 illustrates the connections between various components, and in this chapter, we will explore recipes dedicated to the Client APP, Analyzer, Mapping, and Index template components (you can view the color image when you download the free PDF version of this book):

Figure 2.1 – Elasticsearch index management components

Figure 2.1 – Elasticsearch index management components

In this chapter, we are going to cover the following main topics:

  • Adding data from the Elasticsearch client
  • Updating data in Elasticsearch
  • Deleting data in Elasticsearch
  • Using an analyzer
  • Defining index mapping
  • Using dynamic templates in document mapping
  • Creating an index template
  • Indexing multiple documents using Bulk API

Introducing the Wikipedia Movie Plots dataset

For the general content sample data that we will use in this chapter, we will use the Wikipedia Movie Plots dataset from kaggle.com, authored by JustinR. (https://www.kaggle.com/datasets/jrobischon/wikipedia-movie-plots). The dataset contains interesting metadata of more than 34,000 movies scraped from Wikipedia.

Dataset citation

Wikipedia Movie Plots. (2018, October 15). Kaggle: https://www.kaggle.com/datasets/jrobischon/wikipedia-movie-plots.

Note that this dataset is under the CC BY-SA 4.0 license (https://creativecommons.org/licenses/by-sa/4.0/).

Technical requirements

To follow the different recipes in this chapter, you will need an Elastic Stack deployment that includes the following:

  • Elasticsearch to search and store data
  • Kibana for data visualization and Dev Tools access

In addition to the Elastic Stack deployment, you’ll also need to have Python 3+ installed on your local machine.

Adding data from the Elasticsearch client

To ingest general content such as catalogs, HTML pages, and files from your application, Elastic provides a wide range of Elastic language clients to easily ingest data via Elasticsearch REST APIs. In this recipe, we will learn how to add sample data to Elasticsearch hosted on Elastic Cloud using a Python client.

To use Elasticsearch’s REST APIs through various programming languages, a client application chooses a suitable client library. The client initializes and sends HTTP requests, directing them to the Elasticsearch cluster for data operations. Elasticsearch processes the requests and returns HTTP responses containing results or errors. The client application parses these responses and acts on the data accordingly. Figure 2.2 shows the summarized data flow:

Figure 2.2 – Elasticsearch’s client request and response flow

Figure 2.2 – Elasticsearch’s client request and response flow

Getting ready

To simplify the package management, we recommend you install pip(https://pypi.org/project/pip/).

The snippets of this recipe are available here: https://github.com/PacktPublishing/Elastic-Stack-8.x-Cookbook/blob/main/Chapter2/snippets.md#adding-data-from-the-elasticsearch-client.

How to do it…

First, we will install the Elasticsearch Python client:

  1. Add elasticsearch, elasticsearch-async, and load_dotenv to the requirements.txt file of your Python project (the sample requirements.txt file can be found at this address: https://github.com/PacktPublishing/Elastic-Stack-8.x-Cookbook/blob/main/Chapter2/python-client-sample/requirements.txt).
  2. Run the following command to install the Elasticsearch Python client library:
    $ pip install -r requirements.txt

    Now, let’s set up a connection to Elasticsearch.

  3. Prepare a .env file to store the access information, Cloud ID("ES_CID"), user name("ES_USER"), and password("ES_PWD"), for the basic authentication. You can find the sample .env file at this address: https://github.com/PacktPublishing/Elastic-Stack-8.x-Cookbook/blob/main/Chapter2/python-client-sample/.env.

    Remember that we saved the password for our default user, elastic, in the Deploying Elastic Stack on Elastic Cloud recipe in Chapter 1, and the instructions to find the cloud ID can be found in the same recipe.

  4. Import the libraries in a Python file (sampledata_index.py), which we will use for this recipe:
    import os
    from elasticsearch import Elasticsearch
    from dotenv import load_dotenv
  5. Load the environment variables and initiate an Elasticsearch connection:
    load_dotenv()
    ES_CID = os.getenv('ES_CID')
    ES_USER = os.getenv('ES_USER')
    ES_PWD = os.getenv('ES_PWD')
    es = Elasticsearch(
        cloud_id=ES_CID,
        basic_auth=(ES_USER, ES_PWD)
    )
    print(es.info())
  6. Now, you can run the script to check whether the connection is successful. Run the following command:
    $ python sampledata_index.py

    You should see an output that looks like the following screenshot:

Figure 2.3 – Connected Elasticsearch information

Figure 2.3 – Connected Elasticsearch information

  1. We can now extend the script to ingest a document. Prepare a sample JSON document from the movie dataset:
    mymovie = {
        'release_year': '1908',
        'title': 'It is not this day.',
        'origin': 'American',
        'director': 'D.W. Griffith',
        'cast': 'Harry Solter, Linda Arvidson',
        'genre': 'comedy',
        'wiki_page':'https://en.wikipedia.org/wiki/A_Calamitous_Elopement',
        'plot': 'A young couple decides to elope after being caught in the midst of a romantic moment by the woman.'
    }
  2. Index the sample data in Elasticsearch. Here, we will choose the index name 'movies' and print the index results. Finally, we will store the document ID in a tmp file that we will reuse for the following recipes:
    response = es.index(index='movies', document=mymovie)
    print(response)
    # Write the '_id' to a file named tmp.txt
    with open('tmp.txt', 'w') as file:
        file.write(response['_id'])
    # Print the contents of the file to confirm it's written correctly
    with open('tmp.txt', 'r') as file:
        print(f"document id saved to tmp.txt: {file.read()}")
    time.sleep(2)
  3. Verify the data in Elasticsearch to ensure that it has been successfully indexed; wait two seconds after the indexing, query Elasticsearch using the _search API, and then print the results:
    response = es.search(index='movies', query={"match_all": {}})
    print("Sample movie data in Elasticsearch:")
    for hit in response['hits']['hits']:
    print(hit['_source'])
  4. Execute the script again with the following script:
    $ python sampledata_index.py

    You should have the following result in the console output:

Figure 2.4 – The output of the sampledata_index.py script

Figure 2.4 – The output of the sampledata_index.py script

The full code sample can be found at https://github.com/PacktPublishing/Elastic-Stack-8.x-Cookbook/blob/main/Chapter2/python-client-sample/sampledata_index.py.

How it works...

In this recipe, we learned how to use the Elastic Python client to securely connect to a hosted deployment on Elastic Cloud.

Elasticsearch created the movies index by default during the first ingestion, and the fields were created with default mapping.

Later in this chapter, we will learn how to define static and dynamic mapping to customize field types with the help of concrete recipes.

It’s also important to note that as we did not provide a document ID, Elasticsearch automatically generated an ID during the indexing phase as well.

The following diagram (Figure 2.5) shows the index processing flow:

Figure 2.5 – The ingestion flow

Figure 2.5 – The ingestion flow

There’s more…

In this recipe, we used the HTTP basic authentication method. The Elastic Python client provides authentication methods such as HTTP Bearer authentication and API key authentication. Detailed documentation can be found at the following link: https://www.elastic.co/guide/en/elasticsearch/client/python-api/current/connecting.html#auth-bearer.

We chose to illustrate the simplicity of general content data ingestion by using the Python client. Detailed documentation for other client libraries can be found at the following link: https://www.elastic.co/guide/en/elasticsearch/client/index.html

During the development and testing phase, it’s also very useful to use the Elastic REST API and test either with an HTTP client, such as CURL/Postman, or with the Kibana Dev Tools console (https://www.elastic.co/guide/en/kibana/current/console-kibana.html).

Updating data in Elasticsearch

In this recipe, we will explore how to update data in Elasticsearch using the Python client.

Getting ready

Ensure that you have installed the Elasticsearch Python client and have successfully set up a connection to your Elasticsearch cluster (refer to the Adding data from the Elasticsearch client recipe). You will also need to have completed the previous recipe, which involves ingesting a document into the movies index.

Note

The following three recipes will use the same set of requirements.

How to do it…

In this recipe, we’re going to update the director field of a particular document within the movies index. The director field will be changed from its current value, D.W. Griffith, to a new value, Clint Eastwood. The following are the steps you’ll need to follow in your Python script to perform this update and confirm that it has been successfully applied. Let’s inspect the Python script that we will use to update the ingested document (https://github.com/PacktPublishing/Elastic-Stack-8.x-Cookbook/blob/main/Chapter2/python-client-sample/sampledata_update.py):

  1. First, we need to retrieve the document ID of the previously ingested document from the tmp.txt file, which we intend to update. The field to update here is director; we are going to update the value from D.W. Griffith to Clint Eastwood:
    index_name = 'movies'
    document_id = ''
    # Read the document_id the ingested document of the previous recipe
    with open('tmp.txt', 'r') as file:
        document_id = file.read()
    document = {
        'director': 'Clint Eastwood'
    }
  2. We can now check document_id, verify that the document exists in the index, and then perform the update operation:
    # Update the document in Elasticsearch if document_id is valid
    if document_id != '':
        if es.exists(index=index_name, id=document_id):
            response = es.update(index=index_name, id=document_id,
                                 doc=document)
            print(f"Update status: {response['result']}")
  3. Once the document is updated, to verify that the update is successful, you can retrieve the updated document from Elasticsearch and print the modified fields:
    updated_document = es.get(index=index_name, id=document_id)
    print("Updated document:")
    print(updated_document)
  4. After inspecting the script, let’s run it with the following command:
    $ python sampledata_update.py
Figure 2.6 – The output of the sampledata_update.py script

Figure 2.6 – The output of the sampledata_update.py script

You should see that the _version and director fields are updated.

How it works...

Each document includes a _version field in Elasticsearch. Elasticsearch documents cannot be modified directly, as they are immutable. When you update an existing document, a new document is generated with an incremented version, while the previous document is flagged for deletion.

There’s more…

We have just seen how to update a single document in Elasticsearch; in general, this is not optimal from a performance point of view. To update multiple documents that match a specific query, you can use the Update By Query API. This allows you to define a query to select the documents you want to update and specify the changes to be made; here is an example of how to do it via Elasticsearch’s REST API:

q = {
    "script": {
        "source": "ctx._source.genre = 'comedies'",
        "lang": "painless"
    },
    "query": {
        "bool": {
            "must": [
              {
                "term": {
                    "genre": "comedy"
                }
              }
            ]
        }
    }
}
es.update_by_query(body=q, index=index_name)

The full Python script is available here: https://github.com/PacktPublishing/Elastic-Stack-8.x-Cookbook/blob/main/Chapter2/python-client-sample/sampledata_update_by_query.py.

Note

The script used here is based on a painless script; we will see more examples in Chapter 6.

The other way to update multiple documents in a single request is via Elasticsearch’s Bulk API. The Bulk API can be used to insert, update, and delete multiple documents efficiently. We will learn how to use the Bulk API to ingest multiple documents at the end of this chapter. For more detailed information, refer to the following documentation: https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-bulk.html.

To retrieve the ID of the document we want to update, we rely on a tmp.txt file where the ID of a previously created document was saved. Alternatively, you can retrieve the document’s ID by using the Dev Tools in Kibana, perform a search on the movies index, go to Kibana | Dev Tools, and execute the following command:

GET movies/_search

This query should return a list of hits that display all documents in the index, along with their respective IDs, as shown in Figure 2.7. Using these results, locate and record the ID of the document you would like to update:

Figure 2.7 – Checking the document ID

Figure 2.7 – Checking the document ID

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Key benefits

  • Explore the diverse capabilities of the Elastic Stack through a comprehensive set of recipes
  • Build search applications, analyze your data, and observe cloud-native applications
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Description

Learn how to make the most of the Elastic Stack (ELK Stack) products—including Elasticsearch, Kibana, Elastic Agent, and Logstash—to take data reliably and securely from any source, in any format, and then search, analyze, and visualize it in real-time. This cookbook takes a practical approach to unlocking the full potential of Elastic Stack through detailed recipes step by step. Starting with installing and ingesting data using Elastic Agent and Beats, this book guides you through data transformation and enrichment with various Elastic components and explores the latest advancements in search applications, including semantic search and Generative AI. You'll then visualize and explore your data and create dashboards using Kibana. As you progress, you'll advance your skills with machine learning for data science, get to grips with natural language processing, and discover the power of vector search. The book covers Elastic Observability use cases for log, infrastructure, and synthetics monitoring, along with essential strategies for securing the Elastic Stack. Finally, you'll gain expertise in Elastic Stack operations to effectively monitor and manage your system.

Who is this book for?

This book is for Elastic Stack users, developers, observability practitioners, and data professionals ranging from beginner to expert level. If you’re a developer, you’ll benefit from the easy-to-follow recipes for using APIs and features to build powerful applications, and if you’re an observability practitioner, this book will help you with use cases covering APM, Kubernetes, and cloud monitoring. For data engineers and AI enthusiasts, the book covers dedicated recipes on vector search and machine learning. No prior knowledge of the Elastic Stack is required.

What you will learn

  • Discover techniques for collecting data from diverse sources
  • Visualize data and create dashboards using Kibana to extract business insights
  • Explore machine learning, vector search, and AI capabilities of Elastic Stack
  • Handle data transformation and data formatting
  • Build search solutions from the ingested data
  • Leverage data science tools for in-depth data exploration
  • Monitor and manage your system with Elastic Stack
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Table of Contents

15 Chapters
Chapter 1: Getting Started – Installing the Elastic Stack Chevron down icon Chevron up icon
Chapter 2: Ingesting General Content Data Chevron down icon Chevron up icon
Chapter 3: Building Search Applications Chevron down icon Chevron up icon
Chapter 4: Timestamped Data Ingestion Chevron down icon Chevron up icon
Chapter 5: Transform Data Chevron down icon Chevron up icon
Chapter 6: Visualize and Explore Data Chevron down icon Chevron up icon
Chapter 7: Alerting and Anomaly Detection Chevron down icon Chevron up icon
Chapter 8: Advanced Data Analysis and Processing Chevron down icon Chevron up icon
Chapter 9: Vector Search and Generative AI Integration Chevron down icon Chevron up icon
Chapter 10: Elastic Observability Solution Chevron down icon Chevron up icon
Chapter 11: Managing Access Control Chevron down icon Chevron up icon
Chapter 12: Elastic Stack Operation Chevron down icon Chevron up icon
Chapter 13: Elastic Stack Monitoring Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

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Petuniadontics Aug 19, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
The 'Elastic Stack 8.x Cookbook' has been an incredibly helpful guide for me. The way it’s laid out, with clear, step-by-step recipes, makes it so easy to jump in and start applying what you learn to real-world projects. Each chapter feels like it naturally builds on the last, helping you really get a grip on what Elastic Stack can do. And for those who are more experienced, the sections on machine learning and AI offer fresh, exciting ways to push your skills further. I would say whether you’re just starting out or already deep into data analytics this book is a must-have. I highly recommend it!
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GoogleGuy Sep 16, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is a comprehensive yet accessible guide, packed with insights that are both informative and incredibly practical. From the moment I started reading, I was captivated by the clear explanations and step-by-step instructions that make even the most complex concepts easy to grasp. What truly sets this book apart is its real-world examples. Whether you’re a beginner or someone looking to deepen your understanding, this book provides value at every level.
Amazon Verified review Amazon
Patrice Palau Sep 14, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This cookbook is an extremely well structured and to the point set of recipes, written by actual Elastic experts. It covers a wide range of very practical topics, going through the basics, like installing the Elastic stack, understanding general data ingestion and writing a search application, all the way to more advanced topics, like data visualization, data analysis, generative AI, and more. All recipes are divided into similar sections (getting ready, how to do it, how it works, etc.) which makes the book very easy to navigate.Highly recommended for anyone in search of a hands-on source of knowledge on Elastic.
Amazon Verified review Amazon
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On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on customercare@packt.com within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

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Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

What payment methods can I use? Chevron down icon Chevron up icon

You can pay with the following card types:

  1. Visa Debit
  2. Visa Credit
  3. MasterCard
  4. PayPal
What is the delivery time and cost of print books? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela