silverstripe-fulltextsearch/docs/Solr.md

# Solr connector for SilverStripe fulltextsearch module

## Introduction

This module provides a fulltextsearch module connector to Solr. 
It works with Solr in multi-core mode. It needs to be able to update Solr configuration files, and has modes for
doing this by direct file access (when Solr shares a server with SilverStripe) and by WebDAV (when it's on a different server).

See the helpful [Solr Tutorial](http://lucene.apache.org/fulltextsearch/api/doc-files/tutorial.html), for more on cores and querying.

## Requirements

Since Solr is Java based, it requires Java 1.5 or greater installed. 
It also requires a servlet container such as Tomcat, Jetty, or Resin.
Jetty is already packaged with the module.

See the official [Solr installation docs](http://wiki.apache.org/solr/SolrInstall)
for more information.

Note that these requirements are for the Solr server environment,
which doesn't have to be the same physical machine as the SilverStripe webhost.

## Installation

Configure Solr in file mode. The 'path' directory has to be writeable
by the user the Solr search server is started with (see below).

	// File: mysite/_config.php:
	<?php
	SearchUpdater::bind_manipulation_capture();
	Solr::configure_server(isset($solr_config) ? $solr_config : array(
		'host' => 'localhost',
		'indexstore' => array(
			'mode' => 'file',
			'path' => BASE_PATH . '/.solr'
		)
	));

Note: We recommend to put the `indexstore.path` directory outside of the webroot.
If you place it inside of the webroot (as shown in the example),
please ensure its contents are not accessible through the webserver.
This can be achieved by server configuration, or (in most configurations)
also by marking the folder as hidden via a "dot" prefix.

Create an index

	// File: mysite/code/MyIndex.php:
	<?php
	class MyIndex extends SolrIndex {
		function init() {
			$this->addClass('Page');
			$this->addAllFulltextFields();
		}
	}

Start the search server (via CLI, in a separate terminal window or background process)

	cd fulltextsearch/thirdparty/fulltextsearch/server/
	java -jar start.jar

Initialize the configuration (via CLI)

	sake dev/tasks/Solr_configure

Based on the sample configuration above, this command will do the following:

- Create a <BASE_PATH>/.solr/MyIndex` folder
- Copy configuration files from `fulltextsearch/conf/extras/` to `<BASE_PATH>/.solr/MyIndex/conf`
- Generate a `schema.xml`, and place it it in `<BASE_PATH>/.solr/MyIndex/conf`

If you call the `Solr_configure` task with an existing index folder,
it will overwrite all files from their default locations, 
regenerate the `schema.xml`, and ask Solr to reload the configuration.

## Usage

After configuring Solr, you have the option to add your existing
content to its indices. Run the following command:

	sake dev/tasks/Solr_reindex

This will delete and rebuild all indices. Depending on your data,
this can take anywhere from minutes to hours.
Keep in mind that the normal mode of updating indices is
based on ORM manipulations of the underlying data.
For example, calling `$myPage->write()` will automatically
update the index entry for this record (and all its variants).

You can narrow down the operation with the following options:

 - `index`: PHP class name of an index
 - `class`: PHP model class to reindex
 - `start`: Offset (applies to matched records)
 - `variantstate`: JSON encoded string with state, e.g. '{"SearchVariantVersioned":"Stage"}'
 - `verbose`: Debug information

Note: The Solr indexes will be stored as binary files inside your SilverStripe project. 
You can also copy the `thirdparty/` solr directory somewhere else,
just set the `path` value in `mysite/_config.php` to point to the new location.

### File-based configuration (solrconfig.xml etc)

Many aspects of Solr are configured outside of the `schema.xml` file
which SilverStripe generates based on the index PHP file.
For example, stopwords are placed in their own `stopwords.txt` file,
and spell checks are configured in `solrconfig.xml`.

By default, these files are copied from the `fulltextsearch/conf/extras/`
directory over to the new index location. In order to use your own files,
copy these files into a location of your choosing (for example `mysite/data/solr/`),
and tell Solr to use this folder with the `extraspath` configuration setting.
	
	// mysite/_config.php
	Solr::configure_server(array(
		// ...
		'extraspath' => Director::baseFolder() . '/mysite/data/solr/',
	));

Please run the `Solr_configure` task for the changes to take effect.

Note: You can also define those on an index-by-index basis by
implementing `SolrIndex->getExtrasPath()`.

## Debugging

### Using the web admin interface

You can visit `http://localhost:8983/solr`, which will show you a list
to the admin interfaces of all available indices.
There you can search the contents of the index via the native SOLR web interface.

It is possible to manually replicate the data automatically sent 
to Solr when saving/publishing in SilverStripe, 
which is useful when debugging front-end queries, 
see `thirdparty/fulltextsearch/server/silverstripe-solr-test.xml`.

	java -Durl=http://localhost:8983/solr/MyIndex/update/ -Dtype=text/xml -jar post.jar silverstripe-solr-test.xml