# Incrementally scaling ES from the small data

**URL:** <https://discuss.elastic.co/t/incrementally-scaling-es-from-the-small-data/15130>\
**Category:** Elasticsearch\
**Created:** [January 7, 2014, 7:13pm UTC](https://discuss.elastic.co/t/incrementally-scaling-es-from-the-small-data/15130 "2014-01-07T19:13:18Z")\
**Posts on this page:** 11\
**Page:** 1

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**Author:** ![pellyadolfo](https://sea2.discourse-cdn.com/elastic/user_avatar/discuss.elastic.co/pellyadolfo/32/1879_2.png) [@pellyadolfo](https://discuss.elastic.co/u/pellyadolfo)\
**Post date:** [January 7, 2014, 7:13pm UTC](https://discuss.elastic.co/t/incrementally-scaling-es-from-the-small-data/15130/1 "2014-01-07T19:13:18Z")

</div>

Hi, I plan to start with a small project, initially, with small data (few  
thousands records) to learn ES response, and, incrementally, increase data  
and resources on demand, to the big data, taking advantage of ES  
scalability.

Is there a document describing such a strategy, i.e.:

- how to properly configure an small basic deployment with good performance  
on low resources? (shards, nodes, clusters...)

- then, how to keep detecting the necessity of incrementally adding  
resources, shard/nodes..., according to increases on data load?

All docs that I find on scaling ES starts on deployments with m/billions of  
records.

Alternatively, any advice on properly "configuring ES for the small data"?  
(as a starting point?)

Thanks

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**Author:** ![Boaz\_Leskes](https://sea2.discourse-cdn.com/elastic/user_avatar/discuss.elastic.co/boaz_leskes/32/723_2.png) [@Boaz\_Leskes](https://discuss.elastic.co/u/Boaz_Leskes)\
**Post date:** [January 7, 2014, 10:18pm UTC](https://discuss.elastic.co/t/incrementally-scaling-es-from-the-small-data/15130/2 "2014-01-07T22:18:41Z")

</div>

Hi Adolfo,

The best way to scale depends on your data and how it behaves. You can  
watch this great talk by Shay about two use cases to get  
inspired: [Elasticsearch Platform — Find real-time answers at scale | Elastic](http://www.elasticsearch.org/videos/big-data-search-and-analytics/)

Cheers,  
Boaz

On Tuesday, January 7, 2014 8:13:18 PM UTC+1, Adolfo Rodriguez wrote:

> Hi, I plan to start with a small project, initially, with small data (few  
> thousands records) to learn ES response, and, incrementally, increase data  
> and resources on demand, to the big data, taking advantage of ES  
> scalability.
> 
> Is there a document describing such a strategy, i.e.:
> 
> - how to properly configure an small basic deployment with good  
> performance on low resources? (shards, nodes, clusters...)
> 
> - then, how to keep detecting the necessity of incrementally adding  
> resources, shard/nodes..., according to increases on data load?
> 
> All docs that I find on scaling ES starts on deployments with m/billions  
> of records.
> 
> Alternatively, any advice on properly "configuring ES for the small data"?  
> (as a starting point?)
> 
> Thanks

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**Author:** ![warkolm](https://sea2.discourse-cdn.com/elastic/user_avatar/discuss.elastic.co/warkolm/32/39224_2.png) [@warkolm](https://discuss.elastic.co/u/warkolm)\
**Post date:** [January 8, 2014, 12:14am UTC](https://discuss.elastic.co/t/incrementally-scaling-es-from-the-small-data/15130/3 "2014-01-08T00:14:53Z")

</div>

As a really, really rough guide;  
Start with a small instance, 4-8G RAM (2-4G heap). Keep loading documents  
until things start to slow down (ie query/update responsiveness drops). Add  
a new node.  
Rinse and repeat.

If you have one node there is no point using replicas as they have nowhere  
to go. You can easily add replicas later though so it's no big deal.  
Shards is a little harder, start with the standard/default of 8 shards and  
go from there. Using aliases can allow you to reindex your data later if  
you feel you may want to change this.

You can monitor your cluster with a range of monitoring plugins -  
elasticHQ, kopf, elasticsearch-monitoring, bigdesk. Just search for them on  
github.

As Boaz mentioned, it really does depend on what you are doing. Chances are  
you will go through all this and get to a point where you want to rebuild  
your cluster with all your gained knowledge!

Regards,  
Mark Walkom

Infrastructure Engineer  
Campaign Monitor  
email: [markw@campaignmonitor.com](mailto:markw@campaignmonitor.com)  
web: [www.campaignmonitor.com](http://www.campaignmonitor.com)

On 8 January 2014 09:18, Boaz Leskes [b.leskes@gmail.com](mailto:b.leskes@gmail.com) wrote:

> Hi Adolfo,
> 
> The best way to scale depends on your data and how it behaves. You can  
> watch this great talk by Shay about two use cases to get inspired:  
> [Elasticsearch Platform — Find real-time answers at scale | Elastic](http://www.elasticsearch.org/videos/big-data-search-and-analytics/)
> 
> Cheers,  
> Boaz
> 
> On Tuesday, January 7, 2014 8:13:18 PM UTC+1, Adolfo Rodriguez wrote:
> 
> > Hi, I plan to start with a small project, initially, with small data (few  
> > thousands records) to learn ES response, and, incrementally, increase data  
> > and resources on demand, to the big data, taking advantage of ES  
> > scalability.
> > 
> > Is there a document describing such a strategy, i.e.:
> > 
> > - how to properly configure an small basic deployment with good  
> > performance on low resources? (shards, nodes, clusters...)
> > 
> > - then, how to keep detecting the necessity of incrementally adding  
> > resources, shard/nodes..., according to increases on data load?
> > 
> > All docs that I find on scaling ES starts on deployments with m/billions  
> > of records.
> > 
> > Alternatively, any advice on properly "configuring ES for the small  
> > data"? (as a starting point?)
> > 
> > Thanks
> 
> --  
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> .
> 
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**Author:** ![pellyadolfo](https://sea2.discourse-cdn.com/elastic/user_avatar/discuss.elastic.co/pellyadolfo/32/1879_2.png) [@pellyadolfo](https://discuss.elastic.co/u/pellyadolfo)\
**Post date:** [January 8, 2014, 12:47am UTC](https://discuss.elastic.co/t/incrementally-scaling-es-from-the-small-data/15130/4 "2014-01-08T00:47:37Z")

</div>

Thanks both for your comments.

Shards is a little harder, start with the\* standard/default of 8 shards\*and go from there.

> 

- This is the point that is confusing me the most. For a very small initial  
deployment, with a few thousand docs, why not using just define 1 shard  
with no replica? What criteria you used to set 8 shards as a default (BTW,  
defaults - in ES 0.90.5 - are 5 Successful Shards, 5 Unassigned Shards, is  
not it?).

- Suppose that you start with the smaller minimum setup: 1 cluster, 1 node,  
1 shard, no replica, Will I be able to incrementally scale any of these  
settings up? And will I able also to scale any of these settings down  
after? (or will need to repopulate ES in any particular case). The idea is  
testing different configs.

- In my current particular case, can I scale down my current 5 shards/1  
replica (default 0.90.5 AFAIK) to 1 shard/no replica? And start from there?

The reason I am concerned about this is that I see lot of sockets (maybe  
200 hundreds on my system - 2 ES on different apps in same machine - and  
want to understand where they come from and how to allocate the optimum). I  
watched Shai's presentation yesterday but could no grasp this info.

Thanks

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**Author:** ![Ivan](https://avatars.discourse-cdn.com/v4/letter/i/df788c/32.png) [@Ivan](https://discuss.elastic.co/u/Ivan)\
**Post date:** [January 8, 2014, 12:54am UTC](https://discuss.elastic.co/t/incrementally-scaling-es-from-the-small-data/15130/5 "2014-01-08T00:54:59Z")

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Elasticsearch uses consistent hashing, so you cannot change the number of  
shards for an index.

If you can reindex data, then you can create a new index with a different  
number of shards and simply reindex. If your data is temporal in nature,  
you can create a new index per day/week/month and these new indices can  
have a different shard value. You can search against multiple indices even  
if they have different shard values.

IMHO, shard values in the high single digits (5-10) is a great starting  
point. Even with a single node cluster, the default number of shards (5)  
should not cause any performance issues.

Cheers,

Ivan

On Tue, Jan 7, 2014 at 4:47 PM, Adolfo Rodriguez [pellyadolfo@yahoo.es](mailto:pellyadolfo@yahoo.es)wrote:

> Thanks both for your comments.
> 
> Shards is a little harder, start with the\* standard/default of 8 shards\*and go from there.
> 
> > 
> 
> - This is the point that is confusing me the most. For a very small  
> initial deployment, with a few thousand docs, why not using just define 1  
> shard with no replica? What criteria you used to set 8 shards as a default  
> (BTW, defaults - in ES 0.90.5 - are 5 Successful Shards, 5 Unassigned  
> Shards, is not it?).
> 
> - Suppose that you start with the smaller minimum setup: 1 cluster, 1  
> node, 1 shard, no replica, Will I be able to incrementally scale any of  
> these settings up? And will I able also to scale any of these settings down  
> after? (or will need to repopulate ES in any particular case). The idea is  
> testing different configs.
> 
> - In my current particular case, can I scale down my current 5 shards/1  
> replica (default 0.90.5 AFAIK) to 1 shard/no replica? And start from there?
> 
> The reason I am concerned about this is that I see lot of sockets (maybe  
> 200 hundreds on my system - 2 ES on different apps in same machine - and  
> want to understand where they come from and how to allocate the optimum). I  
> watched Shai's presentation yesterday but could no grasp this info.
> 
> Thanks
> 
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> .
> 
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**Author:** ![pellyadolfo](https://sea2.discourse-cdn.com/elastic/user_avatar/discuss.elastic.co/pellyadolfo/32/1879_2.png) [@pellyadolfo](https://discuss.elastic.co/u/pellyadolfo)\
**Post date:** [January 8, 2014, 1:23am UTC](https://discuss.elastic.co/t/incrementally-scaling-es-from-the-small-data/15130/6 "2014-01-08T01:23:18Z")

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Thanks Ivan,

> Elasticsearch uses consistent hashing, so you cannot change the number of  
> shards for an index.

So, I understand that, once the index is created, is only possible to  
scale, up and down, nodes, clusters and replicas. But no shards.  
Interesting.

> IMHO, shard values in the high single digits (5-10) is a _great starting  
> point._ Even with a single node cluster, the default number of shards (5)  
> should not cause any performance issues.

I am worried about the 200 hundred established sockets in my machine  
(running 2 ES) since I suspect they are producing me some random data lose  
on getting highlighting information. And I was wondering if setting just 1  
shard/0 replica on each ES would get rid of these unwanted sockets (?). Why  
is advised to start with (5-10) rather than with (1-0) \* 2 ES ? Any reason?

Thanks

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**Author:** ![Ivan](https://avatars.discourse-cdn.com/v4/letter/i/df788c/32.png) [@Ivan](https://discuss.elastic.co/u/Ivan)\
**Post date:** [January 8, 2014, 1:39am UTC](https://discuss.elastic.co/t/incrementally-scaling-es-from-the-small-data/15130/7 "2014-01-08T01:39:38Z")

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An increase of shards will not cause an increase in sockets used. Each node  
shard action is responsible for gather the responses from each shard at the  
file-level before sending the response back to the client.

Since each shard is actually its own Lucene index, an increase of shards  
will increase metrics at the IO level, especially the number of open file  
descriptors.

It is advised to start of with 5 because that would allow you to scale an  
index horizontally without needing to reindex. You can increase your  
cluster from 1 to 5 and each node will have a piece of the index instead of  
the entire index that. Beyond that number, you can distribute the index  
with more replicas. More shards increase availability IMHO. Ultimately you  
do not want large shards for performance reasons.

--  
Ivan

On Tue, Jan 7, 2014 at 5:23 PM, Adolfo Rodriguez [pellyadolfo@yahoo.es](mailto:pellyadolfo@yahoo.es)wrote:

> I am worried about the 200 hundred established sockets in my machine  
> (running 2 ES) since I suspect they are producing me some random data lose  
> on getting highlighting information. And I was wondering if setting just 1  
> shard/0 replica on each ES would get rid of these unwanted sockets (?). Why  
> is advised to start with (5-10) rather than with (1-0) \* 2 ES ? Any reason?

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**Author:** ![pellyadolfo](https://sea2.discourse-cdn.com/elastic/user_avatar/discuss.elastic.co/pellyadolfo/32/1879_2.png) [@pellyadolfo](https://discuss.elastic.co/u/pellyadolfo)\
**Post date:** [January 8, 2014, 4:25am UTC](https://discuss.elastic.co/t/incrementally-scaling-es-from-the-small-data/15130/8 "2014-01-08T04:25:49Z")

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Thanks Ivan, makes sense. Still could not test how sockets relate to shards  
and why I automatically get 10 established sockets when opening a client:

node = builder.client(clientOnly).data(!clientOnly).local(local).node();

client = node.client();

on default ES configuration, and many many more sockets after (up to 200),  
and how this number changes when increasing/decreasing number of shards,

but happily I managed to fix the initial issue of highlighting info being  
randomly lost by a config change as described here:

[https://groups.google.com/d/msg/elasticsearch/3t6UL\_vzM7o/TLnV2m2B1NAJ](https://groups.google.com/d/msg/elasticsearch/3t6UL_vzM7o/TLnV2m2B1NAJ)

so sockets does not look an issue anymore.

Regards.

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**Author:** ![brian\_yoder](https://avatars.discourse-cdn.com/v4/letter/b/f1d935/32.png) [@brian\_yoder](https://discuss.elastic.co/u/brian_yoder)\
**Post date:** [January 8, 2014, 9:10pm UTC](https://discuss.elastic.co/t/incrementally-scaling-es-from-the-small-data/15130/9 "2014-01-08T21:10:59Z")

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Adolfo,

Still could not test how sockets relate to shards and why I automatically

> get 10 established sockets when opening a client:
> 
> node = builder.client(clientOnly).data(!clientOnly).local(local).node();
> 
> client = node.client();
> 
> on default ES configuration, and many many more sockets after (up to 200),  
> and how this number changes when increasing/decreasing number of shards,

Of course, your application should create only one client and then let all  
threads within the application share that one client. Each client,  
especially the NodeClient, typically creates a thread pool behind it. It's  
a very heavy-weight object, so do not create more than one of them. But  
it's perfectly thread-safe and can (should) be used by as many threads in  
your application as desired.

Brian

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**Author:** ![Ivan](https://avatars.discourse-cdn.com/v4/letter/i/df788c/32.png) [@Ivan](https://discuss.elastic.co/u/Ivan)\
**Post date:** [January 8, 2014, 10:37pm UTC](https://discuss.elastic.co/t/incrementally-scaling-es-from-the-small-data/15130/10 "2014-01-08T22:37:38Z")

</div>

BTW, I was very wrong when I mentioned that elasticsearch uses consistent  
hashing. It uses modulo-based hashing, which is why the number of shards  
cannot change since the modulo is fixed. Working on too many things at once  
while replying. 🙂

On Wed, Jan 8, 2014 at 1:10 PM, InquiringMind [brian.from.fl@gmail.com](mailto:brian.from.fl@gmail.com)wrote:

> Adolfo,
> 
> Still could not test how sockets relate to shards and why I automatically
> 
> > get 10 established sockets when opening a client:
> > 
> > node = builder.client(clientOnly).data(!clientOnly).local(local).node();
> > 
> > client = node.client();
> > 
> > on default ES configuration, and many many more sockets after (up to  
> > 200), and how this number changes when increasing/decreasing number of  
> > shards,
> 
> Of course, your application should create only one client and then let all  
> threads within the application share that one client. Each client,  
> especially the NodeClient, typically creates a thread pool behind it. It's  
> a very heavy-weight object, so do not create more than one of them. But  
> it's perfectly thread-safe and can (should) be used by as many threads in  
> your application as desired.
> 
> Brian
> 
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> .
> 
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<div class="post-metadata">

**Author:** ![system](https://us1.discourse-cdn.com/elastic/original/3X/1/a/1ac57faf039f6b580b3f104ef42a2a89e41014de.png) [@system](https://discuss.elastic.co/u/system)\
**Post date:** [July 6, 2017, 1:57am UTC](https://discuss.elastic.co/t/incrementally-scaling-es-from-the-small-data/15130/11 "2017-07-06T01:57:52Z")

</div>


