You are viewing a plain text version of this content. The canonical link for it is here.
Posted to commits@lucene.apache.org by dw...@apache.org on 2021/03/10 10:07:20 UTC

[lucene] 18/18: SOLR-13361: upgrade notes and major changes fixes for 8.0 ref guide

This is an automated email from the ASF dual-hosted git repository.

dweiss pushed a commit to branch branch_8_0
in repository https://gitbox.apache.org/repos/asf/lucene.git

commit 7c81bb049922c0977c7e2edac9707212ae528a85
Author: Cassandra Targett <ct...@apache.org>
AuthorDate: Tue May 21 13:25:46 2019 -0500

    SOLR-13361: upgrade notes and major changes fixes for 8.0 ref guide
---
 .../src/major-changes-in-solr-8.adoc               |   2 -
 solr/solr-ref-guide/src/solr-upgrade-notes.adoc    | 251 +--------------------
 2 files changed, 9 insertions(+), 244 deletions(-)

diff --git a/solr/solr-ref-guide/src/major-changes-in-solr-8.adoc b/solr/solr-ref-guide/src/major-changes-in-solr-8.adoc
index bed2cf0..61683b8 100644
--- a/solr/solr-ref-guide/src/major-changes-in-solr-8.adoc
+++ b/solr/solr-ref-guide/src/major-changes-in-solr-8.adoc
@@ -257,8 +257,6 @@ curl -X POST -H 'Content-type:application/json' --data-binary '
 ----
 
 * A new command-line option is available via `bin/solr autoscaling` to calculate autoscaling policy suggestions and diagnostic information outside of the running Solr cluster. This option can use the existing autoscaling policy, or test the impact of a new one from a file located on the server filesystem.
-+
-These options have been documented in the section <<solrcloud-autoscaling-policy-preferences.adoc#testing-the-autoscaling-configuration-and-suggestions,Testing the Autoscaling Configuration and Suggestions>>.
 
 === Dependency Updates in 8.0
 
diff --git a/solr/solr-ref-guide/src/solr-upgrade-notes.adoc b/solr/solr-ref-guide/src/solr-upgrade-notes.adoc
index bd2045f..5a845e4 100644
--- a/solr/solr-ref-guide/src/solr-upgrade-notes.adoc
+++ b/solr/solr-ref-guide/src/solr-upgrade-notes.adoc
@@ -26,252 +26,19 @@ When planning your Solr upgrade, consider the customizations you have made to yo
 
 Detailed steps for upgrading a Solr cluster are in the section <<upgrading-a-solr-cluster.adoc#upgrading-a-solr-cluster,Upgrading a Solr Cluster>>.
 
-== Upgrading to 7.x Releases
+== Upgrading to 8.0 from 7.x Releases
 
-=== Solr 7.7
+The upgrade from 7.x to Solr 8.0 introduces several major changes that you should be aware of before upgrading.
+These changes are described in the section <<major-changes-in-solr-8.adoc#major-changes-in-solr-8,Major Changes in Solr 8>>.
+It's strongly recommended that you do a thorough review of that section before starting your upgrade.
 
-See the https://wiki.apache.org/solr/ReleaseNote77[7.7 Release Notes] for an overview of the main new features in Solr 7.7.
+[NOTE]
+If you are running in SolrCloud mode, you must be on Solr 7.3 or higher in order to upgrade to 8.0.
 
-When upgrading to Solr 7.7.x, users should be aware of the following major changes from v7.6:
+== Upgrading to 8.0 from pre-7.x Versions
 
-*Admin UI*
+Users upgrading from versions of Solr prior to 7.x are strongly encouraged to consult {solr-javadocs}/changes/Changes.html[`CHANGES.txt`] for the details of _all_ changes since the version they are upgrading from.
 
-* The Admin UI now presents a login screen for any users with authentication enabled on their cluster.  Clusters with <<basic-authentication-plugin.adoc#basic-authentication-plugin,Basic Authentication>> will prompt users to enter a username and password.  On clusters configured to use <<kerberos-authentication-plugin.adoc#kerberos-authentication-plugin,Kerberos Authentication>>, users will be directed to configure their browser to provide an appropriate Kerberos ticket.
-+
-The login screen's purpose is cosmetic only - Admin UI-triggered Solr requests were subject to authentication prior to 7.7 and still are today.  The login screen changes only the user experience of providing this authentication.
-
-*Distributed Requests*
-
-* The `shards` parameter, used to manually select the shards and replicas that receive distributed requests, now checks nodes against a whitelist of acceptable values for security reasons.
-+
-In SolrCloud mode this whitelist is automatically configured to contain all live nodes.  In standalone mode the whitelist is empty by default.  Upgrading users who use the `shards` parameter in standalone mode can correct this value by setting the `shardsWhitelist` property in any `shardHandler` configurations in their `solrconfig.xml` file.
-+
-For more information, see the <<distributed-requests.adoc#configuring-the-shardhandlerfactory,Distributed Request>> documentation.
-
-=== Solr 7.6
-
-See the https://wiki.apache.org/solr/ReleaseNote76[7.6 Release Notes] for an overview of the main new features in Solr 7.6.
-
-When upgrading to Solr 7.6, users should be aware of the following major changes from v7.5:
-
-*Collections*
-
-* The JSON parameter to set cluster-wide default cluster properties with the <<collections-api.adoc#clusterprop,CLUSTERPROP>> command has changed.
-+
-The old syntax nested the defaults into a property named `clusterDefaults`. The new syntax uses only `defaults`. The command to use is still `set-obj-property`.
-+
-An example of the new syntax is:
-+
-[source,json]
-----
-{
-  "set-obj-property": {
-    "defaults" : {
-      "collection": {
-        "numShards": 2,
-        "nrtReplicas": 1,
-        "tlogReplicas": 1,
-        "pullReplicas": 1
-      }
-    }
-  }
-}
-----
-+
-The old syntax will be supported until at least Solr 9, but users are advised to begin using the new syntax as soon as possible.
-
-* The parameter `min_rf` has been deprecated and no longer needs to be provided in order to see the achieved replication factor. This information will now always be returned to the client with the response.
-
-*Autoscaling*
-
-* An autoscaling policy is now used as the default strategy for selecting nodes on which new replicas or replicas of new collections are created.
-+
-A default policy is now in place for all users, which will sort nodes by the number of cores and available freedisk, which means by default a node with the fewest number of cores already on it and the highest available freedisk will be selected for new core creation.
-
-* The change described above has two additional impacts on the `maxShardsPerNode` parameter:
-
-. It removes the restriction against using `maxShardsPerNode` when an autoscaling policy is in place. This parameter can now always be set when creating a collection.
-. It removes the default setting of `maxShardsPerNode=1` when an autoscaling policy is in place. It will be set correctly (if required) regardless of whether an autoscaling policy is in place or not.
-+
-The default value of `maxShardsPerNode` is still `1`. It can be set to `-1` if the old behavior of unlimited `maxSharedsPerNode` is desired.
-
-*DirectoryFactory*
-
-* Lucene has introduced the `ByteBuffersDirectoryFactory` as a replacement for the `RAMDirectoryFactory`, which will be removed in Solr 9.
-+
-While most users are still encouraged to use the `NRTCachingDirectoryFactory`, which allows Lucene to select the best directory factory to use, if you have explicitly configured Solr to use the `RAMDirectoryFactory`, you are encouraged to switch to the new implementation as soon as possible before Solr 9 is released.
-+
-For more information about the new directory factory, see the Jira issue https://issues.apache.org/jira/browse/LUCENE-8438[LUCENE-8438].
-+
-For more information about the directory factory configuration in Solr, see the section <<datadir-and-directoryfactory-in-solrconfig.adoc#datadir-and-directoryfactory-in-solrconfig,DataDir and DirectoryFactory in SolrConfig>>.
-
-=== Solr 7.5
-
-See the https://wiki.apache.org/solr/ReleaseNote75[7.5 Release Notes] for an overview of the main new features in Solr 7.5.
-
-When upgrading to Solr 7.5, users should be aware of the following major changes from v7.4:
-
-*Schema Changes*
-
-* Since Solr 7.0, Solr's schema field-guessing has created `_str` fields for all `_txt` fields, and returned those by default with queries. As of 7.5, `_str` fields will no longer be returned by default. They will still be available and can be requested with the `fl` parameter on queries. See also the section on <<schemaless-mode.adoc#enable-field-class-guessing,field guessing>> for more information about how schema field guessing works.
-* The Standard Filter, which has been non-operational since at least Solr v4, has been removed.
-
-*Index Merge Policy*
-
-* When using the <<indexconfig-in-solrconfig.adoc#mergepolicyfactory,`TieredMergePolicy`>>, the default merge policy for Solr, `optimize` and `expungeDeletes` now respect the `maxMergedSegmentMB` configuration parameter, which defaults to `5000` (5GB).
-+
-If it is absolutely necessary to control the number of segments present after optimize, specify `maxSegments` as a positive integer. Setting `maxSegments` higher than `1` are honored on a "best effort" basis.
-+
-The `TieredMergePolicy` will also reclaim resources from segments that exceed `maxMergedSegmentMB` more aggressively than earlier.
-
-*UIMA Removed*
-
-* The UIMA contrib has been removed from Solr and is no longer available.
-
-*Logging*
-
-* Solr's logging configuration file is now located in `server/resources/log4j2.xml` by default.
-
-* A bug for Windows users has been corrected. When using Solr's examples (`bin/solr start -e`) log files will now be put in the correct location (`example/` instead of `server`). See also <<installing-solr.adoc#solr-examples,Solr Examples>> and <<solr-control-script-reference.adoc#solr-control-script-reference,Solr Control Script Reference>> for more information.
-
-
-=== Solr 7.4
-
-See the https://wiki.apache.org/solr/ReleaseNote74[7.4 Release Notes] for an overview of the main new features in Solr 7.4.
-
-When upgrading to Solr 7.4, users should be aware of the following major changes from v7.3:
-
-*Logging*
-
-* Solr now uses Log4j v2.11. The Log4j configuration is now in `log4j2.xml` rather than `log4j.properties` files. This is a server side change only and clients using SolrJ won't need any changes. Clients can still use any logging implementation which is compatible with SLF4J. We now let Log4j handle rotation of Solr logs at startup, and `bin/solr` start scripts will no longer attempt this nor move existing console or garbage collection logs into `logs/archived` either. See <<configuring- [...]
-
-* Configuring `slowQueryThresholdMillis` now logs slow requests to a separate file named `solr_slow_requests.log`. Previously they would get logged in the `solr.log` file.
-
-*Legacy Scaling (non-SolrCloud)*
-
-* In the <<index-replication.adoc#index-replication,master-slave model>> of scaling Solr, a slave no longer commits an empty index when a completely new index is detected on master during replication. To return to the previous behavior pass `false` to `skipCommitOnMasterVersionZero` in the slave section of replication handler configuration, or pass it to the `fetchindex` command.
-
-If you are upgrading from a version earlier than Solr 7.3, please see previous version notes below.
-
-=== Solr 7.3
-
-See the https://wiki.apache.org/solr/ReleaseNote73[7.3 Release Notes] for an overview of the main new features in Solr 7.3.
-
-When upgrading to Solr 7.3, users should be aware of the following major changes from v7.2:
-
-*ConfigSets*
-
-* Collections created without specifying a configset name have used a copy of the `_default` configset since Solr 7.0. Before 7.3, the copied configset was named the same as the collection name, but from 7.3 onwards it will be named with a new ".AUTOCREATED" suffix. This is to prevent overwriting custom configset names.
-
-*Learning to Rank*
-
-* The `rq` parameter used with Learning to Rank `rerank` query parsing no longer considers the `defType` parameter. See <<learning-to-rank.adoc#running-a-rerank-query,Running a Rerank Query>> for more information about this parameter.
-
-*Autoscaling & AutoAddReplicas*
-
-* The behaviour of the autoscaling system will now pause all triggers from execution between the start of actions and the end of a cool down period. The triggers will resume after the cool down period expires. Previously, the cool down period was a fixed period started after actions for a trigger event completed and during this time all triggers continued to run but any events were rejected and tried later.
-
-* The throttling mechanism used to limit the rate of autoscaling events processed has been removed. This deprecates the `actionThrottlePeriodSeconds` setting in the <<solrcloud-autoscaling-api.adoc#change-autoscaling-properties,`set-properties` Autoscaling API>> which is now non-operational. Use the `triggerCooldownPeriodSeconds` parameter instead to pause event processing.
-
-* The default value of `autoReplicaFailoverWaitAfterExpiration`, used with the AutoAddReplicas feature, has increased to 120 seconds from the previous default of 30 seconds. This affects how soon Solr adds new replicas to replace the replicas on nodes which have either crashed or shutdown.
-
-*Logging*
-
-* The default Solr log file size and number of backups have been raised to 32MB and 10 respectively. See the section <<configuring-logging.adoc#configuring-logging,Configuring Logging>> for more information about how to configure logging.
-
-*SolrCloud*
-
-* The old Leader-In-Recovery implementation (implemented in Solr 4.9) is now deprecated and replaced. Solr will support rolling upgrades from old 7.x versions of Solr to future 7.x releases until the last release of the 7.x major version.
-+
-This means to upgrade to Solr 8 in the future, you will need to be on Solr 7.3 or higher.
-
-* Replicas which are not up-to-date are no longer allowed to become leader. Use the <<collections-api.adoc#forceleader,FORCELEADER command>> of the Collections API to allow these replicas become leader.
-
-*Spatial*
-
-* If you are using the spatial JTS library with Solr, you must upgrade to 1.15.0. This new version of JTS is now dual-licensed to include a BSD style license. See the section on <<spatial-search.adoc#spatial-search,Spatial Search>> for more information.
-
-*Highlighting*
-
-* The top-level `<highlighting>` element in `solrconfig.xml` is now officially deprecated in favour of the equivalent `<searchComponent>` syntax. This element has been out of use in default Solr installations for several releases already.
-
-If you are upgrading from a version earlier than Solr 7.2, please see previous version notes below.
-
-=== Solr 7.2
-
-See the https://wiki.apache.org/solr/ReleaseNote72[7.2 Release Notes] for an overview of the main new features in Solr 7.2.
-
-When upgrading to Solr 7.2, users should be aware of the following major changes from v7.1:
-
-*Local Parameters*
-
-* Starting a query string with <<local-parameters-in-queries.adoc#local-parameters-in-queries,local parameters>> `{!myparser ...}` is used to switch from one query parser to another, and is intended for use by Solr system developers, not end users doing searches. To reduce negative side-effects of unintended hack-ability, Solr now limits the cases when local parameters will be parsed to only contexts in which the default parser is "<<other-parsers.adoc#lucene-query-parser,lucene>>" or "< [...]
-+
-So, if `defType=edismax` then `q={!myparser ...}` won't work. In that example, put the desired query parser into the `defType` parameter.
-+
-Another example is if `deftype=edismax` then `hl.q={!myparser ...}` won't work for the same reason. In this example, either put the desired query parser into the `hl.qparser` parameter or set `hl.qparser=lucene`. Most users won't run into these cases but some will need to change.
-+
-If you must have full backwards compatibility, use `luceneMatchVersion=7.1.0` or an earlier version.
-
-*eDisMax Parser*
-
-* The eDisMax parser by default no longer allows subqueries that specify a Solr parser using either local parameters, or the older `\_query_` magic field trick.
-+
-For example, `{!prefix f=myfield v=enterp}` or `\_query_:"{!prefix f=myfield v=enterp}"` are not supported by default any longer. If you want to allow power-users to do this, set `uf=* _query_` or some other value that includes `\_query_`.
-+
-If you need full backwards compatibility for the time being, use `luceneMatchVersion=7.1.0` or something earlier.
-
-If you are upgrading from a version earlier than Solr 7.1, please see previous version notes below.
-
-=== Solr 7.1
-
-See the https://wiki.apache.org/solr/ReleaseNote71[7.1 Release Notes] for an overview of the main new features of Solr 7.1.
-
-When upgrading to Solr 7.1, users should be aware of the following major changes from v7.0:
-
-*AutoAddReplicas*
-
-* The feature to automatically add replicas if a replica goes down, previously available only when storing indexes in HDFS, has been ported to the autoscaling framework. Due to this, `autoAddReplicas` is now available to all users even if their indexes are on local disks.
-+
-Existing users of this feature should not have to change anything. However, they should note these changes:
-
-** Behavior: Changing the `autoAddReplicas` property from disabled (`false`) to enabled (`true`) using <<collections-api.adoc#modifycollection,MODIFYCOLLECTION API>> no longer replaces down replicas for the collection immediately. Instead, replicas are only added if a node containing them went down while `autoAddReplicas` was enabled. The parameters `autoReplicaFailoverBadNodeExpiration` and `autoReplicaFailoverWorkLoopDelay` are no longer used.
-** Deprecations: Enabling/disabling autoAddReplicas cluster-wide with the API will be deprecated; use suspend/resume trigger APIs with `name=".auto_add_replicas"` instead.
-+
-More information about the changes to this feature can be found in the section <<solrcloud-autoscaling-auto-add-replicas.adoc#solrcloud-autoscaling-auto-add-replicas,SolrCloud Automatically Adding Replicas>>.
-
-*Metrics Reporters*
-
-* Shard and cluster metric reporter configuration now require a `class` attribute.
-** If a reporter configures the `group="shard"` attribute then please also configure the `class="org.apache.solr.metrics.reporters.solr.SolrShardReporter"` attribute.
-** If a reporter configures the `group="cluster"` attribute then please also configure the  `class="org.apache.solr.metrics.reporters.solr.SolrClusterReporter"` attribute.
-+
-See the section <<metrics-reporting.adoc#shard-and-cluster-reporters,Shard and Cluster Reporters>> for more information.
-
-*Streaming Expressions*
-
-* All Stream Evaluators in `solrj.io.eval` have been refactored to have a simpler and more robust structure. This simplifies and condenses the code required to implement a new Evaluator and makes it much easier for evaluators to handle differing data types (primitives, objects, arrays, lists, and so forth).
-
-*ReplicationHandler*
-
-* In the ReplicationHandler, the `master.commitReserveDuration` sub-element is deprecated. Instead please configure a direct `commitReserveDuration` element for use in all modes (master, slave, cloud).
-
-*RunExecutableListener*
-
-* The `RunExecutableListener` was removed for security reasons. If you want to listen to events caused by updates, commits, or optimize, write your own listener as native Java class as part of a Solr plugin.
-
-*XML Query Parser*
-
-* In the XML query parser (`defType=xmlparser` or `{!xmlparser ... }`) the resolving of external entities is now disallowed by default.
-
-If you are upgrading from a version earlier than Solr 7.0, please see <<major-changes-in-solr-7.adoc#major-changes-in-solr-7,Major Changes in Solr 7>> before starting your upgrade.
-
-== Upgrading to 7.x from Any 6.x Release
-
-The upgrade from Solr 6.x to Solr 7.0 introduces several *major* changes that you should be aware of before upgrading. Please do a thorough review of the section <<major-changes-in-solr-7.adoc#major-changes-in-solr-7,Major Changes in Solr 7>> before starting your upgrade.
-
-== Upgrading to 7.x from pre-6.x Versions of Solr
-
-Users upgrading from versions of Solr prior to 6.x are strongly encouraged to consult {solr-javadocs}/changes/Changes.html[`CHANGES.txt`] for the details of _all_ changes since the version they are upgrading from.
+The upgrade from Solr 6.x to Solr 7.0 introduced several *major* changes that you should be aware of before upgrading. Please do a thorough review of the section <<major-changes-in-solr-7.adoc#major-changes-in-solr-7,Major Changes in Solr 7>> before starting your upgrade.
 
 A summary of the significant changes between Solr 5.x and Solr 6.0 is in the section <<major-changes-from-solr-5-to-solr-6.adoc#major-changes-from-solr-5-to-solr-6,Major Changes from Solr 5 to Solr 6>>.