madrob commented on a change in pull request #2009: URL: https://github.com/apache/lucene-solr/pull/2009#discussion_r508861510
########## File path: solr/solr-ref-guide/src/reindexing.adoc ########## @@ -21,148 +21,95 @@ There are several types of changes to Solr configuration that require you to rei These changes include editing properties of fields or field types; adding fields, field types, or copy field rules; upgrading Solr; and some system configuration properties. -It's important to be aware that many changes require reindexing, because there are times when not reindexing -can have negative consequences for Solr as a system, or for the ability of your users to find what they are looking for. +It's important to be aware that many changes require reindexing, because failing to reindex can have both obvious and subtle consequences for Solr or for the ability of your users to find what they are looking for. -There is no process in Solr for programmatically reindexing data. When we say "reindex", we mean, literally, -"index it again". However you got the data into the index the first time, you will run that process again. -It is strongly recommended that Solr users index their data in a repeatable, consistent way, so that the process can be -easily repeated when the need for reindexing arises. +"Reindex" in this context means _first delete the existing index and repeat the process you used to ingest the entire corpus from the system-of-record_. It is strongly recommended that Solr users index their data in a repeatable, consistent way, so that the process can be easily repeated when the need for reindexing arises. + +[CAUTION] +==== +Re-ingesting all the documents in your corpus without first insuring that all documents and Lucene segments have been deleted is *not* sufficient, see the section below <<reindexing.adoc#reindexing-strategies,Reindexing Strategies>>. Review comment: s/insuring/ensuring/ ########## File path: solr/solr-ref-guide/src/reindexing.adoc ########## @@ -21,148 +21,95 @@ There are several types of changes to Solr configuration that require you to rei These changes include editing properties of fields or field types; adding fields, field types, or copy field rules; upgrading Solr; and some system configuration properties. -It's important to be aware that many changes require reindexing, because there are times when not reindexing -can have negative consequences for Solr as a system, or for the ability of your users to find what they are looking for. +It's important to be aware that many changes require reindexing, because failing to reindex can have both obvious and subtle consequences for Solr or for the ability of your users to find what they are looking for. -There is no process in Solr for programmatically reindexing data. When we say "reindex", we mean, literally, -"index it again". However you got the data into the index the first time, you will run that process again. -It is strongly recommended that Solr users index their data in a repeatable, consistent way, so that the process can be -easily repeated when the need for reindexing arises. +"Reindex" in this context means _first delete the existing index and repeat the process you used to ingest the entire corpus from the system-of-record_. It is strongly recommended that Solr users index their data in a repeatable, consistent way, so that the process can be easily repeated when the need for reindexing arises. + +[CAUTION] +==== +Re-ingesting all the documents in your corpus without first insuring that all documents and Lucene segments have been deleted is *not* sufficient, see the section below <<reindexing.adoc#reindexing-strategies,Reindexing Strategies>>. +==== Reindexing is recommended during major upgrades, so in addition to covering what types of configuration changes should trigger a reindex, this section will also cover strategies for reindexing. == Changes that Require Reindex === Schema Changes -All changes to a collection's schema require reindexing. This is because many of the available options are only -applied during the indexing process. Solr simply has no way to implement the desired change without reindexing -the data. +With very few exceptions, changes to a collection's schema require reindexing. This is because many of the available options are only +applied during the indexing process. Solr simply has no way to implement the desired change without reindexing the data. Review comment: s/simply// ########## File path: solr/solr-ref-guide/src/reindexing.adoc ########## @@ -21,148 +21,95 @@ There are several types of changes to Solr configuration that require you to rei These changes include editing properties of fields or field types; adding fields, field types, or copy field rules; upgrading Solr; and some system configuration properties. -It's important to be aware that many changes require reindexing, because there are times when not reindexing -can have negative consequences for Solr as a system, or for the ability of your users to find what they are looking for. +It's important to be aware that many changes require reindexing, because failing to reindex can have both obvious and subtle consequences for Solr or for the ability of your users to find what they are looking for. -There is no process in Solr for programmatically reindexing data. When we say "reindex", we mean, literally, -"index it again". However you got the data into the index the first time, you will run that process again. -It is strongly recommended that Solr users index their data in a repeatable, consistent way, so that the process can be -easily repeated when the need for reindexing arises. +"Reindex" in this context means _first delete the existing index and repeat the process you used to ingest the entire corpus from the system-of-record_. It is strongly recommended that Solr users index their data in a repeatable, consistent way, so that the process can be easily repeated when the need for reindexing arises. + +[CAUTION] +==== +Re-ingesting all the documents in your corpus without first insuring that all documents and Lucene segments have been deleted is *not* sufficient, see the section below <<reindexing.adoc#reindexing-strategies,Reindexing Strategies>>. +==== Reindexing is recommended during major upgrades, so in addition to covering what types of configuration changes should trigger a reindex, this section will also cover strategies for reindexing. == Changes that Require Reindex === Schema Changes -All changes to a collection's schema require reindexing. This is because many of the available options are only -applied during the indexing process. Solr simply has no way to implement the desired change without reindexing -the data. +With very few exceptions, changes to a collection's schema require reindexing. This is because many of the available options are only +applied during the indexing process. Solr simply has no way to implement the desired change without reindexing the data. -To understand the general reason why reindexing is ever required, it's helpful to understand the relationship between -Solr's schema and the underlying Lucene index. Lucene does not use a schema, it is a Solr-only concept. When you delete -a field from Solr's schema, it does not modify Lucene's index in any way. When you add a field to Solr's schema, the -field does not exist in Lucene's index until a document that contains the field is indexed. +To understand the general reason why reindexing is ever required, it's helpful to understand the relationship between Solr's schema and the underlying Lucene index. Lucene does not use a schema, schemas a Solr-only concept. When you change Solr's schema, the Lucene's index is not modified in any way. Review comment: `Lucene does not use a schema,` -> ; `the Lucene's index` -> drop possessive. ########## File path: solr/solr-ref-guide/src/reindexing.adoc ########## @@ -21,148 +21,95 @@ There are several types of changes to Solr configuration that require you to rei These changes include editing properties of fields or field types; adding fields, field types, or copy field rules; upgrading Solr; and some system configuration properties. -It's important to be aware that many changes require reindexing, because there are times when not reindexing -can have negative consequences for Solr as a system, or for the ability of your users to find what they are looking for. +It's important to be aware that many changes require reindexing, because failing to reindex can have both obvious and subtle consequences for Solr or for the ability of your users to find what they are looking for. -There is no process in Solr for programmatically reindexing data. When we say "reindex", we mean, literally, -"index it again". However you got the data into the index the first time, you will run that process again. -It is strongly recommended that Solr users index their data in a repeatable, consistent way, so that the process can be -easily repeated when the need for reindexing arises. +"Reindex" in this context means _first delete the existing index and repeat the process you used to ingest the entire corpus from the system-of-record_. It is strongly recommended that Solr users index their data in a repeatable, consistent way, so that the process can be easily repeated when the need for reindexing arises. + +[CAUTION] +==== +Re-ingesting all the documents in your corpus without first insuring that all documents and Lucene segments have been deleted is *not* sufficient, see the section below <<reindexing.adoc#reindexing-strategies,Reindexing Strategies>>. +==== Reindexing is recommended during major upgrades, so in addition to covering what types of configuration changes should trigger a reindex, this section will also cover strategies for reindexing. == Changes that Require Reindex === Schema Changes -All changes to a collection's schema require reindexing. This is because many of the available options are only -applied during the indexing process. Solr simply has no way to implement the desired change without reindexing -the data. +With very few exceptions, changes to a collection's schema require reindexing. This is because many of the available options are only +applied during the indexing process. Solr simply has no way to implement the desired change without reindexing the data. -To understand the general reason why reindexing is ever required, it's helpful to understand the relationship between -Solr's schema and the underlying Lucene index. Lucene does not use a schema, it is a Solr-only concept. When you delete -a field from Solr's schema, it does not modify Lucene's index in any way. When you add a field to Solr's schema, the -field does not exist in Lucene's index until a document that contains the field is indexed. +To understand the general reason why reindexing is ever required, it's helpful to understand the relationship between Solr's schema and the underlying Lucene index. Lucene does not use a schema, schemas a Solr-only concept. When you change Solr's schema, the Lucene's index is not modified in any way. This means that there are many types of schema changes that cannot be reflected in the index simply by modifying Solr's schema. This is different from most database models where schemas are used. With regard to indexing, Solr's schema acts like a rulebook for indexing documents by telling Lucene how to interpret the data being sent. Once the documents are in Lucene, Solr's schema has no control over the underlying data structure. -In addition to the types of schema changes described in the following sections, changing the schema `version` property -is equivalent to changing field type properties. This type of change is usually only made during or because of a major upgrade. - -==== Adding or Deleting Fields - -If you add or delete a field from Solr's schema, it's strongly recommended to reindex. - -When you add a field, you generally do so with the intent to use the field in some way. -Since documents were indexed before the field was added, the index will not hold any references to the field for earlier documents. -If you want to use the new field for faceting, for example, the new field facet will not include any documents that were not indexed with the new field. - -There is a slightly different situation when deleting a field. -In this case, since simply removing the field from the schema doesn't change anything about the index, the field will still be in the index until the documents are reindexed. -In fact, Lucene may keep a reference to a deleted field _forever_ (see also https://issues.apache.org/jira/browse/LUCENE-1761[LUCENE-1761]). -This may only be an issue for your environment if you try to add a field that has the same name as a deleted field, -but it can also be an issue for dynamic field rules that are later removed. +In addition, changing the schema `version` property is equivalent to changing field type properties. This type of change is usually only made during or because of a major upgrade. ==== Changing Field and Field Type Properties -Solr has two ways of defining field properties. +When you change your schema by adding fields, removing fields, or changing the field or field type definitions you generally do so with the intent use those changes in some way. -The first is to define properties on a field type. These properties are then applied to all fields of that type unless they are explicitly overriden. - -The second is an override to a property inherited from the field type defined on the field itself. - -If a property has been defined for a field type but the property is not overridden by defining a different value for the -property for a field, then changing the property on the field type is equivalent to changing it on the field itself. - -Changes to *any* field/field type property described in <<field-type-definitions-and-properties.adoc#field-type-properties,Field Type Properties>> must be reindexed in order for the change to be reflected in all documents. -The list of changes that require reindexing includes (but is not limited to): - -* Changing a field from stored to not stored, and vice versa. -* Changing a field from indexed to not indexed, and vice versa. -* Changing a field from multi-valued to single-valued, and vice versa. -* <<Changing Field Analysis>>. -* Changing the `type` of field, or the `class` for a field type. -* Enabling or disabling <<docvalues.adoc#docvalues,docValues>>. - -Be sure to reference the Field Type Properties section linked above for the complete list of properties that would require a reindex. +Changes to *any* field/field type property described in <<field-type-definitions-and-properties.adoc#field-type-properties,Field Type Properties>> must be reindexed in order for the change to be reflected in _all_ documents. [CAUTION] ==== -In some cases, it can be possible to change a field/field type property value and it will only apply to documents -indexed _after_ the change. - -For example, you could change a field from being indexed (`indexed="true"`) to no longer indexed (`indexed="false"`) -and over time, as documents are updated, the index will be purged of the fields that shouldn't be indexed anymore. +Changing any field properties without reindexing is _never_ recommended. This should only be attempted with a thorough understanding of the consequences. Negative impacts on the user may not be immediately apparent. -You could also change a field from not being stored (`stored="false"`) to being stored (`stored="true"`). -In this case, if you want to use the field immediately, only documents indexed after the change will contain data in the field. -However, you would need to ensure that your client is able to handle fields missing from documents that have -not yet been reindexed. +As an example, consider adding a new searchable field to the schema. Until all documents have been reindexed, any search against this new field can find a varying number of documents depending on how far along the reindex process has progressed. -It's important to note this is not possible for all field/field type properties. -If you change whether or not docValues are enabled, for example, you absolutely must reindex. -This is due to the way docValues have been implemented in Lucene, and how Lucene handles dovValue segments. - -Changing any field properties without reindexing is _never_ recommended to ensure consistent behavior, and should only -be attempted when you have tested thoroughly and feel confident that you understand the ramifications on your -documents and front-end clients. ==== ==== Changing Field Analysis -Beyond specific field-level properties, <<analyzers.adoc#analyzers,analysis chains>> are also configured on field types, and are applied at index and/or query time. - -It's possible to define separate analysis chains for indexing and query events, or you can define a single chain -that is applied to both event types. +Beyond specific field-level properties, <<analyzers.adoc#analyzers,analysis chains>> are also configured on field types, and are applied at index and query time. -If you change the analysis chain that applies to indexing events, it is strongly recommended that you reindex. -This is because all of the changes that occur due to the chain configuration are applied to documents as they are -being indexed, and only reindexing will allow your changes to take effect on documents. +If separate analysis chains are defined for query and indexing events for a field and you change _only_ the query-time analysis chain, reindexing is not necessary. -While reindexing after analyzer changes is not required, be aware that not reindexing can cause unexpected -query results in many cases. - -For example, if you indexed a number of documents and then decide you'd like to use the `LowerCaseTokenizerFactory` -to ensure all text is converted to lower case, you will have a mix of entries in the field: some in their original -case ("iPhone"), and newer documents in all lower-case ("iphone"). If you do not reindex the original set of documents, -a query such as "iphone" will not match documents with "iPhone", because the schema rules enforce lower case on the -query, but that's not what is in the index. - -The only time you do not have to reindex when changing a field type's analysis chain is when the changes impact -queries *only* (and you know that you do not need to make corresponding changes to the index analysis). +Any change to the index-time analysis chain requires reindexing in almost all cases. === Solrconfig Changes -Only one parameter change to Solr's `solrconfig.xml` requires reindexing. That parameter is the `luceneMatchVersion`, -which controls the compatibility of Solr with Lucene changes. Since this parameter can change the rules for analysis behind the scenes, it's always recommended to reindex when changing this value. Usually, however, this is only changed in conjunction with a major upgrade. +Only one parameter change to Solr's `solrconfig.xml` requires reindexing. That parameter is the `luceneMatchVersion`, which controls the compatibility of Solr with Lucene changes. Since this parameter can change the rules for analysis behind the scenes, it's always recommended to reindex when changing this value. Usually, however, this is only changed in conjunction with a major upgrade. Review comment: This piece seems to conflict with the next two paragraphs. Only one parameter... and also these other two. ########## File path: solr/solr-ref-guide/src/reindexing.adoc ########## @@ -21,148 +21,95 @@ There are several types of changes to Solr configuration that require you to rei These changes include editing properties of fields or field types; adding fields, field types, or copy field rules; upgrading Solr; and some system configuration properties. -It's important to be aware that many changes require reindexing, because there are times when not reindexing -can have negative consequences for Solr as a system, or for the ability of your users to find what they are looking for. +It's important to be aware that many changes require reindexing, because failing to reindex can have both obvious and subtle consequences for Solr or for the ability of your users to find what they are looking for. -There is no process in Solr for programmatically reindexing data. When we say "reindex", we mean, literally, -"index it again". However you got the data into the index the first time, you will run that process again. -It is strongly recommended that Solr users index their data in a repeatable, consistent way, so that the process can be -easily repeated when the need for reindexing arises. +"Reindex" in this context means _first delete the existing index and repeat the process you used to ingest the entire corpus from the system-of-record_. It is strongly recommended that Solr users index their data in a repeatable, consistent way, so that the process can be easily repeated when the need for reindexing arises. + +[CAUTION] +==== +Re-ingesting all the documents in your corpus without first insuring that all documents and Lucene segments have been deleted is *not* sufficient, see the section below <<reindexing.adoc#reindexing-strategies,Reindexing Strategies>>. +==== Reindexing is recommended during major upgrades, so in addition to covering what types of configuration changes should trigger a reindex, this section will also cover strategies for reindexing. == Changes that Require Reindex === Schema Changes -All changes to a collection's schema require reindexing. This is because many of the available options are only -applied during the indexing process. Solr simply has no way to implement the desired change without reindexing -the data. +With very few exceptions, changes to a collection's schema require reindexing. This is because many of the available options are only +applied during the indexing process. Solr simply has no way to implement the desired change without reindexing the data. -To understand the general reason why reindexing is ever required, it's helpful to understand the relationship between -Solr's schema and the underlying Lucene index. Lucene does not use a schema, it is a Solr-only concept. When you delete -a field from Solr's schema, it does not modify Lucene's index in any way. When you add a field to Solr's schema, the -field does not exist in Lucene's index until a document that contains the field is indexed. +To understand the general reason why reindexing is ever required, it's helpful to understand the relationship between Solr's schema and the underlying Lucene index. Lucene does not use a schema, schemas a Solr-only concept. When you change Solr's schema, the Lucene's index is not modified in any way. This means that there are many types of schema changes that cannot be reflected in the index simply by modifying Solr's schema. This is different from most database models where schemas are used. With regard to indexing, Solr's schema acts like a rulebook for indexing documents by telling Lucene how to interpret the data being sent. Once the documents are in Lucene, Solr's schema has no control over the underlying data structure. -In addition to the types of schema changes described in the following sections, changing the schema `version` property -is equivalent to changing field type properties. This type of change is usually only made during or because of a major upgrade. - -==== Adding or Deleting Fields - -If you add or delete a field from Solr's schema, it's strongly recommended to reindex. - -When you add a field, you generally do so with the intent to use the field in some way. -Since documents were indexed before the field was added, the index will not hold any references to the field for earlier documents. -If you want to use the new field for faceting, for example, the new field facet will not include any documents that were not indexed with the new field. - -There is a slightly different situation when deleting a field. -In this case, since simply removing the field from the schema doesn't change anything about the index, the field will still be in the index until the documents are reindexed. -In fact, Lucene may keep a reference to a deleted field _forever_ (see also https://issues.apache.org/jira/browse/LUCENE-1761[LUCENE-1761]). -This may only be an issue for your environment if you try to add a field that has the same name as a deleted field, -but it can also be an issue for dynamic field rules that are later removed. +In addition, changing the schema `version` property is equivalent to changing field type properties. This type of change is usually only made during or because of a major upgrade. ==== Changing Field and Field Type Properties -Solr has two ways of defining field properties. +When you change your schema by adding fields, removing fields, or changing the field or field type definitions you generally do so with the intent use those changes in some way. -The first is to define properties on a field type. These properties are then applied to all fields of that type unless they are explicitly overriden. - -The second is an override to a property inherited from the field type defined on the field itself. - -If a property has been defined for a field type but the property is not overridden by defining a different value for the -property for a field, then changing the property on the field type is equivalent to changing it on the field itself. - -Changes to *any* field/field type property described in <<field-type-definitions-and-properties.adoc#field-type-properties,Field Type Properties>> must be reindexed in order for the change to be reflected in all documents. -The list of changes that require reindexing includes (but is not limited to): - -* Changing a field from stored to not stored, and vice versa. -* Changing a field from indexed to not indexed, and vice versa. -* Changing a field from multi-valued to single-valued, and vice versa. -* <<Changing Field Analysis>>. -* Changing the `type` of field, or the `class` for a field type. -* Enabling or disabling <<docvalues.adoc#docvalues,docValues>>. - -Be sure to reference the Field Type Properties section linked above for the complete list of properties that would require a reindex. +Changes to *any* field/field type property described in <<field-type-definitions-and-properties.adoc#field-type-properties,Field Type Properties>> must be reindexed in order for the change to be reflected in _all_ documents. [CAUTION] ==== -In some cases, it can be possible to change a field/field type property value and it will only apply to documents -indexed _after_ the change. - -For example, you could change a field from being indexed (`indexed="true"`) to no longer indexed (`indexed="false"`) -and over time, as documents are updated, the index will be purged of the fields that shouldn't be indexed anymore. +Changing any field properties without reindexing is _never_ recommended. This should only be attempted with a thorough understanding of the consequences. Negative impacts on the user may not be immediately apparent. -You could also change a field from not being stored (`stored="false"`) to being stored (`stored="true"`). -In this case, if you want to use the field immediately, only documents indexed after the change will contain data in the field. -However, you would need to ensure that your client is able to handle fields missing from documents that have -not yet been reindexed. +As an example, consider adding a new searchable field to the schema. Until all documents have been reindexed, any search against this new field can find a varying number of documents depending on how far along the reindex process has progressed. -It's important to note this is not possible for all field/field type properties. -If you change whether or not docValues are enabled, for example, you absolutely must reindex. -This is due to the way docValues have been implemented in Lucene, and how Lucene handles dovValue segments. - -Changing any field properties without reindexing is _never_ recommended to ensure consistent behavior, and should only -be attempted when you have tested thoroughly and feel confident that you understand the ramifications on your -documents and front-end clients. ==== ==== Changing Field Analysis -Beyond specific field-level properties, <<analyzers.adoc#analyzers,analysis chains>> are also configured on field types, and are applied at index and/or query time. - -It's possible to define separate analysis chains for indexing and query events, or you can define a single chain -that is applied to both event types. +Beyond specific field-level properties, <<analyzers.adoc#analyzers,analysis chains>> are also configured on field types, and are applied at index and query time. -If you change the analysis chain that applies to indexing events, it is strongly recommended that you reindex. -This is because all of the changes that occur due to the chain configuration are applied to documents as they are -being indexed, and only reindexing will allow your changes to take effect on documents. +If separate analysis chains are defined for query and indexing events for a field and you change _only_ the query-time analysis chain, reindexing is not necessary. -While reindexing after analyzer changes is not required, be aware that not reindexing can cause unexpected -query results in many cases. - -For example, if you indexed a number of documents and then decide you'd like to use the `LowerCaseTokenizerFactory` -to ensure all text is converted to lower case, you will have a mix of entries in the field: some in their original -case ("iPhone"), and newer documents in all lower-case ("iphone"). If you do not reindex the original set of documents, -a query such as "iphone" will not match documents with "iPhone", because the schema rules enforce lower case on the -query, but that's not what is in the index. - -The only time you do not have to reindex when changing a field type's analysis chain is when the changes impact -queries *only* (and you know that you do not need to make corresponding changes to the index analysis). +Any change to the index-time analysis chain requires reindexing in almost all cases. === Solrconfig Changes -Only one parameter change to Solr's `solrconfig.xml` requires reindexing. That parameter is the `luceneMatchVersion`, -which controls the compatibility of Solr with Lucene changes. Since this parameter can change the rules for analysis behind the scenes, it's always recommended to reindex when changing this value. Usually, however, this is only changed in conjunction with a major upgrade. +Only one parameter change to Solr's `solrconfig.xml` requires reindexing. That parameter is the `luceneMatchVersion`, which controls the compatibility of Solr with Lucene changes. Since this parameter can change the rules for analysis behind the scenes, it's always recommended to reindex when changing this value. Usually, however, this is only changed in conjunction with a major upgrade. -However, if you make a change to Solr's <<update-request-processors.adoc#update-request-processors,Update Request Processors>>, it's generally because you want to change something about how _update requests_ (documents) are _processed_ (indexed). In this case, you can decide based on the change if you want to reindex your documents to implement the changes you've made. +If you make a change to Solr's <<update-request-processors.adoc#update-request-processors,Update Request Processors>>, it's generally because you want to change something about how _update requests_ (documents) are _processed_ (indexed). In this case, we recommend that you reindex your documents to implement the changes you've made just as if you had changed the schema. Similarly, if you change the `codecFactory` parameter in `solrconfig.xml`, it is again strongly recommended that you plan to reindex your documents to avoid unintended behavior. == Upgrades -When upgrading between major versions (for example, from a 7.x release to 8.0 or 8.x), a best practice -is to always reindex your data. -The reason for this is that subtle changes may occur in default field type definitions or the underlying code. +When upgrading between major versions (for example, from a 7.x release to 8.x), a best practice is to always reindex your data. The reason for this is that subtle changes may occur in default field type definitions or the underlying code. + +Lucene works hard to insure one major version back-compatability, thus Solr 8x can read indexes created with Solr 7x. However, given that this guarantee does _not_ apply to Solr X-2 (Solr 6x in this example) we still recommend completely reindexing when moving from Solr X-1 to Solr X. Review comment: s/insure/ensure ########## File path: solr/solr-ref-guide/src/reindexing.adoc ########## @@ -21,148 +21,95 @@ There are several types of changes to Solr configuration that require you to rei These changes include editing properties of fields or field types; adding fields, field types, or copy field rules; upgrading Solr; and some system configuration properties. -It's important to be aware that many changes require reindexing, because there are times when not reindexing -can have negative consequences for Solr as a system, or for the ability of your users to find what they are looking for. +It's important to be aware that many changes require reindexing, because failing to reindex can have both obvious and subtle consequences for Solr or for the ability of your users to find what they are looking for. -There is no process in Solr for programmatically reindexing data. When we say "reindex", we mean, literally, -"index it again". However you got the data into the index the first time, you will run that process again. -It is strongly recommended that Solr users index their data in a repeatable, consistent way, so that the process can be -easily repeated when the need for reindexing arises. +"Reindex" in this context means _first delete the existing index and repeat the process you used to ingest the entire corpus from the system-of-record_. It is strongly recommended that Solr users index their data in a repeatable, consistent way, so that the process can be easily repeated when the need for reindexing arises. + +[CAUTION] +==== +Re-ingesting all the documents in your corpus without first insuring that all documents and Lucene segments have been deleted is *not* sufficient, see the section below <<reindexing.adoc#reindexing-strategies,Reindexing Strategies>>. +==== Reindexing is recommended during major upgrades, so in addition to covering what types of configuration changes should trigger a reindex, this section will also cover strategies for reindexing. == Changes that Require Reindex === Schema Changes -All changes to a collection's schema require reindexing. This is because many of the available options are only -applied during the indexing process. Solr simply has no way to implement the desired change without reindexing -the data. +With very few exceptions, changes to a collection's schema require reindexing. This is because many of the available options are only +applied during the indexing process. Solr simply has no way to implement the desired change without reindexing the data. -To understand the general reason why reindexing is ever required, it's helpful to understand the relationship between -Solr's schema and the underlying Lucene index. Lucene does not use a schema, it is a Solr-only concept. When you delete -a field from Solr's schema, it does not modify Lucene's index in any way. When you add a field to Solr's schema, the -field does not exist in Lucene's index until a document that contains the field is indexed. +To understand the general reason why reindexing is ever required, it's helpful to understand the relationship between Solr's schema and the underlying Lucene index. Lucene does not use a schema, schemas a Solr-only concept. When you change Solr's schema, the Lucene's index is not modified in any way. This means that there are many types of schema changes that cannot be reflected in the index simply by modifying Solr's schema. This is different from most database models where schemas are used. With regard to indexing, Solr's schema acts like a rulebook for indexing documents by telling Lucene how to interpret the data being sent. Once the documents are in Lucene, Solr's schema has no control over the underlying data structure. -In addition to the types of schema changes described in the following sections, changing the schema `version` property -is equivalent to changing field type properties. This type of change is usually only made during or because of a major upgrade. - -==== Adding or Deleting Fields - -If you add or delete a field from Solr's schema, it's strongly recommended to reindex. - -When you add a field, you generally do so with the intent to use the field in some way. -Since documents were indexed before the field was added, the index will not hold any references to the field for earlier documents. -If you want to use the new field for faceting, for example, the new field facet will not include any documents that were not indexed with the new field. - -There is a slightly different situation when deleting a field. -In this case, since simply removing the field from the schema doesn't change anything about the index, the field will still be in the index until the documents are reindexed. -In fact, Lucene may keep a reference to a deleted field _forever_ (see also https://issues.apache.org/jira/browse/LUCENE-1761[LUCENE-1761]). -This may only be an issue for your environment if you try to add a field that has the same name as a deleted field, -but it can also be an issue for dynamic field rules that are later removed. +In addition, changing the schema `version` property is equivalent to changing field type properties. This type of change is usually only made during or because of a major upgrade. ==== Changing Field and Field Type Properties -Solr has two ways of defining field properties. +When you change your schema by adding fields, removing fields, or changing the field or field type definitions you generally do so with the intent use those changes in some way. -The first is to define properties on a field type. These properties are then applied to all fields of that type unless they are explicitly overriden. - -The second is an override to a property inherited from the field type defined on the field itself. - -If a property has been defined for a field type but the property is not overridden by defining a different value for the -property for a field, then changing the property on the field type is equivalent to changing it on the field itself. - -Changes to *any* field/field type property described in <<field-type-definitions-and-properties.adoc#field-type-properties,Field Type Properties>> must be reindexed in order for the change to be reflected in all documents. -The list of changes that require reindexing includes (but is not limited to): - -* Changing a field from stored to not stored, and vice versa. -* Changing a field from indexed to not indexed, and vice versa. -* Changing a field from multi-valued to single-valued, and vice versa. -* <<Changing Field Analysis>>. -* Changing the `type` of field, or the `class` for a field type. -* Enabling or disabling <<docvalues.adoc#docvalues,docValues>>. - -Be sure to reference the Field Type Properties section linked above for the complete list of properties that would require a reindex. +Changes to *any* field/field type property described in <<field-type-definitions-and-properties.adoc#field-type-properties,Field Type Properties>> must be reindexed in order for the change to be reflected in _all_ documents. [CAUTION] ==== -In some cases, it can be possible to change a field/field type property value and it will only apply to documents -indexed _after_ the change. - -For example, you could change a field from being indexed (`indexed="true"`) to no longer indexed (`indexed="false"`) -and over time, as documents are updated, the index will be purged of the fields that shouldn't be indexed anymore. +Changing any field properties without reindexing is _never_ recommended. This should only be attempted with a thorough understanding of the consequences. Negative impacts on the user may not be immediately apparent. Review comment: s/any// ---------------------------------------------------------------- This is an automated message from the Apache Git Service. To respond to the message, please log on to GitHub and use the URL above to go to the specific comment. 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