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[DOCS] Add ES quickstart (#102226)
* [DOCS] TEST restore quickstart * Use up to date Docker instructions, minor user-friendly modifications * Use books dataset, update verbiage, add examples * Update verbiage * Updated Elasticsearch 'Getting Started' docs: added SSL, Docker setup, Python resources, and expanded next steps * minor formatting * Collapse responses, TODO comment tests * Add request tests * Edit superfluities * Apply suggestions Co-authored-by: István Zoltán Szabó <istvan.szabo@elastic.co> * Update docs/reference/tab-widgets/quick-start-install.asciidoc Co-authored-by: István Zoltán Szabó <istvan.szabo@elastic.co> --------- Co-authored-by: István Zoltán Szabó <istvan.szabo@elastic.co>
This commit is contained in:
Liam Thompson
GitHub
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commit
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8 changed files with 658 additions and 5 deletions
285
docs/reference/getting-started.asciidoc
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285
docs/reference/getting-started.asciidoc
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@ -0,0 +1,285 @@
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[chapter]
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[[getting-started]]
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= Quick start
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This guide helps you learn how to:
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* install and run {es} and {kib} (using {ecloud} or Docker),
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* add simple (non-timestamped) dataset to {es},
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* run basic searches.
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[TIP]
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====
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If you're interested in using {es} with Python, check out Elastic Search Labs. This is the best place to explore AI-powered search use cases, such as working with embeddings, vector search, and retrieval augmented generation (RAG).
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* https://www.elastic.co/search-labs/tutorials/search-tutorial/welcome[Tutorial]: this walks you through building a complete search solution with {es}, from the ground up.
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* https://github.com/elastic/elasticsearch-labs[`elasticsearch-labs` repository]: it contains a range of Python https://github.com/elastic/elasticsearch-labs/tree/main/notebooks[notebooks] and https://github.com/elastic/elasticsearch-labs/tree/main/example-apps[example apps].
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====
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[discrete]
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[[run-elasticsearch]]
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=== Run {es}
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The simplest way to set up {es} is to create a managed deployment with {ess} on
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{ecloud}. If you prefer to manage your own test environment, install and
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run {es} using Docker.
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include::{es-repo-dir}/tab-widgets/code.asciidoc[]
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include::{es-repo-dir}/tab-widgets/quick-start-install-widget.asciidoc[]
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[discrete]
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[[send-requests-to-elasticsearch]]
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=== Send requests to {es}
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You send data and other requests to {es} using REST APIs. This lets you interact
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with {es} using any client that sends HTTP requests, such as
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https://curl.se[curl]. You can also use {kib}'s Console to send requests to
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{es}.
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include::{es-repo-dir}/tab-widgets/api-call-widget.asciidoc[]
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[discrete]
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[[add-data]]
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=== Add data
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You add data to {es} as JSON objects called documents. {es} stores these
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documents in searchable indices.
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[discrete]
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[[add-single-document]]
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==== Add a single document
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Submit the following indexing request to add a single document to the
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`books` index.
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The request automatically creates the index.
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////
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[source,console]
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----
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PUT books
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----
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// TESTSETUP
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////
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[source,console]
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----
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POST books/_doc
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{"name": "Snow Crash", "author": "Neal Stephenson", "release_date": "1992-06-01", "page_count": 470}
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----
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// TEST[s/_doc/_doc?refresh=wait_for/]
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The response includes metadata that {es} generates for the document including a unique `_id` for the document within the index.
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.Expand to see example response
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[%collapsible]
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===============
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[source,console-result]
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----
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{
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"_index": "books",
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"_id": "O0lG2IsBaSa7VYx_rEia",
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"_version": 1,
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"result": "created",
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"_shards": {
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"total": 2,
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"successful": 2,
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"failed": 0
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},
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"_seq_no": 0,
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"_primary_term": 1
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}
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----
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// TEST[skip:TODO]
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===============
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[discrete]
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[[add-multiple-documents]]
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==== Add multiple documents
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Use the `_bulk` endpoint to add multiple documents in one request. Bulk data
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must be newline-delimited JSON (NDJSON). Each line must end in a newline
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character (`\n`), including the last line.
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[source,console]
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----
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POST /_bulk
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{ "index" : { "_index" : "books" } }
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{"name": "Revelation Space", "author": "Alastair Reynolds", "release_date": "2000-03-15", "page_count": 585}
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{ "index" : { "_index" : "books" } }
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{"name": "1984", "author": "George Orwell", "release_date": "1985-06-01", "page_count": 328}
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{ "index" : { "_index" : "books" } }
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{"name": "Fahrenheit 451", "author": "Ray Bradbury", "release_date": "1953-10-15", "page_count": 227}
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{ "index" : { "_index" : "books" } }
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{"name": "Brave New World", "author": "Aldous Huxley", "release_date": "1932-06-01", "page_count": 268}
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{ "index" : { "_index" : "books" } }
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{"name": "The Handmaids Tale", "author": "Margaret Atwood", "release_date": "1985-06-01", "page_count": 311}
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----
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// TEST[continued]
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You should receive a response indicating there were no errors.
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.Expand to see example response
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[%collapsible]
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===============
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[source,console-result]
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----
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{
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"errors": false,
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"took": 29,
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"items": [
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{
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"index": {
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"_index": "books",
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"_id": "QklI2IsBaSa7VYx_Qkh-",
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"_version": 1,
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"result": "created",
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"_shards": {
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"total": 2,
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"successful": 2,
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"failed": 0
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},
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"_seq_no": 1,
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"_primary_term": 1,
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"status": 201
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}
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},
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{
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"index": {
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"_index": "books",
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"_id": "Q0lI2IsBaSa7VYx_Qkh-",
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"_version": 1,
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"result": "created",
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"_shards": {
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"total": 2,
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"successful": 2,
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"failed": 0
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},
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"_seq_no": 2,
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"_primary_term": 1,
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"status": 201
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}
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},
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{
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"index": {
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"_index": "books",
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"_id": "RElI2IsBaSa7VYx_Qkh-",
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"_version": 1,
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"result": "created",
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"_shards": {
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"total": 2,
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"successful": 2,
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"failed": 0
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},
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"_seq_no": 3,
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"_primary_term": 1,
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"status": 201
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}
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},
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{
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"index": {
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"_index": "books",
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"_id": "RUlI2IsBaSa7VYx_Qkh-",
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"_version": 1,
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"result": "created",
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"_shards": {
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"total": 2,
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"successful": 2,
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"failed": 0
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},
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"_seq_no": 4,
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"_primary_term": 1,
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"status": 201
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}
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},
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{
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"index": {
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"_index": "books",
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"_id": "RklI2IsBaSa7VYx_Qkh-",
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"_version": 1,
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"result": "created",
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"_shards": {
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"total": 2,
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"successful": 2,
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"failed": 0
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},
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"_seq_no": 5,
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"_primary_term": 1,
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"status": 201
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}
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}
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]
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}
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----
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// TEST[skip:TODO]
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===============
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[discrete]
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[[qs-search-data]]
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=== Search data
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Indexed documents are available for search in near real-time.
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[discrete]
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[[search-all-documents]]
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==== Search all documents
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Run the following command to search the `books` index for all documents:
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[source,console]
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----
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GET books/_search
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----
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// TEST[continued]
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The `_source` of each hit contains the original
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JSON object submitted during indexing.
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[discrete]
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[[qs-match-query]]
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==== `match` query
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You can use the `match` query to search for documents that contain a specific value in a specific field.
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This is the standard query for performing full-text search, including fuzzy matching and phrase searches.
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Run the following command to search the `books` index for documents containing `brave` in the `name` field:
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[source,console]
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----
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GET books/_search
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{
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"query": {
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||||
"match": {
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"name": "brave"
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}
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||||
}
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}
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----
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// TEST[continued]
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[discrete]
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[[whats-next]]
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=== Next steps
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Now that {es} is up and running and you've learned the basics, you'll probably want to test out larger datasets, or index your own data.
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[discrete]
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[[whats-next-search-learn-more]]
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==== Learn more about search queries
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* <<search-with-elasticsearch>>. Jump here to learn about exact value search, full-text search, vector search, and more, using the <<search-search,search API>>.
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[discrete]
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[[whats-next-more-data]]
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==== Add more data
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* Learn how to {kibana-ref}/sample-data.html[install sample data] using {kib}. This is a quick way to test out {es} on larger workloads.
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* Learn how to use the {kibana-ref}/connect-to-elasticsearch.html#upload-data-kibana[upload data UI] in {kib} to add your own CSV, TSV, or JSON files.
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* Use the https://www.elastic.co/guide/en/elasticsearch/reference/current/docs-bulk.html[bulk API] to ingest your own datasets to {es}.
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||||
[discrete]
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[[whats-next-client-libraries]]
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==== {es} programming language clients
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* Check out our https://www.elastic.co/guide/en/elasticsearch/client/index.html[client library] to work with your {es} instance in your preferred programming language.
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* If you're using Python, check out https://www.elastic.co/search-labs[Elastic Search Labs] for a range of examples that use the {es} Python client. This is the best place to explore AI-powered search use cases, such as working with embeddings, vector search, and retrieval augmented generation (RAG).
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||||
** This extensive, hands-on https://www.elastic.co/search-labs/tutorials/search-tutorial/welcome[tutorial]
|
||||
walks you through building a complete search solution with {es}, from the ground up.
|
||||
** https://github.com/elastic/elasticsearch-labs[`elasticsearch-labs`] contains a range of executable Python https://github.com/elastic/elasticsearch-labs/tree/main/notebooks[notebooks] and https://github.com/elastic/elasticsearch-labs/tree/main/example-apps[example apps].
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@ -17,6 +17,8 @@ include::intro.asciidoc[]
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include::release-notes/highlights.asciidoc[]
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include::getting-started.asciidoc[]
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include::setup.asciidoc[]
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||||
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||||
include::upgrade.asciidoc[]
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||||
|
|
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|
|
@ -1720,11 +1720,6 @@ See <<rollup-apis>>.
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|||
|
||||
See <<configuring-stack-security>>.
|
||||
|
||||
[role="exclude",id="getting-started"]
|
||||
=== Quick start
|
||||
|
||||
See {estc-welcome}/getting-started-general-purpose.html[Set up a general purpose Elastic deployment].
|
||||
|
||||
[role="exclude",id="getting-started-index"]
|
||||
=== Index some documents
|
||||
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||||
|
|
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40
docs/reference/tab-widgets/api-call-widget.asciidoc
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40
docs/reference/tab-widgets/api-call-widget.asciidoc
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@ -0,0 +1,40 @@
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++++
|
||||
<div class="tabs" data-tab-group="host">
|
||||
<div role="tablist" aria-label="Make an API call">
|
||||
<button role="tab"
|
||||
aria-selected="true"
|
||||
aria-controls="cloud-tab-api-call"
|
||||
id="cloud-api-call">
|
||||
Elasticsearch Service
|
||||
</button>
|
||||
<button role="tab"
|
||||
aria-selected="false"
|
||||
aria-controls="self-managed-tab-api-call"
|
||||
id="self-managed-api-call"
|
||||
tabindex="-1">
|
||||
Self-managed
|
||||
</button>
|
||||
</div>
|
||||
<div tabindex="0"
|
||||
role="tabpanel"
|
||||
id="cloud-tab-api-call"
|
||||
aria-labelledby="cloud-api-call">
|
||||
++++
|
||||
|
||||
include::api-call.asciidoc[tag=cloud]
|
||||
|
||||
++++
|
||||
</div>
|
||||
<div tabindex="0"
|
||||
role="tabpanel"
|
||||
id="self-managed-tab-api-call"
|
||||
aria-labelledby="self-managed-api-call"
|
||||
hidden="">
|
||||
++++
|
||||
|
||||
include::api-call.asciidoc[tag=self-managed]
|
||||
|
||||
++++
|
||||
</div>
|
||||
</div>
|
||||
++++
|
||||
57
docs/reference/tab-widgets/api-call.asciidoc
Normal file
57
docs/reference/tab-widgets/api-call.asciidoc
Normal file
|
|
@ -0,0 +1,57 @@
|
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// tag::cloud[]
|
||||
**Use {kib}**
|
||||
|
||||
//tag::kibana-api-ex[]
|
||||
. Open {kib}'s main menu ("*☰*" near Elastic logo) and go to **Dev Tools > Console**.
|
||||
+
|
||||
[role="screenshot"]
|
||||
image::images/kibana-console.png[{kib} Console,align="center"]
|
||||
|
||||
. Run the following test API request in Console:
|
||||
+
|
||||
[source,console]
|
||||
----
|
||||
GET /
|
||||
----
|
||||
|
||||
//end::kibana-api-ex[]
|
||||
|
||||
**Use curl**
|
||||
|
||||
To communicate with {es} using curl or another client, you need your cluster's
|
||||
endpoint.
|
||||
|
||||
. Open {kib}'s main menu and click **Manage this deployment**.
|
||||
|
||||
. From your deployment menu, go to the **Elasticsearch** page. Click **Copy
|
||||
endpoint**.
|
||||
|
||||
. To submit an example API request, run the following curl command in a new
|
||||
terminal session. Replace `<password>` with the password for the `elastic` user.
|
||||
Replace `<elasticsearch_endpoint>` with your endpoint.
|
||||
+
|
||||
[source,sh]
|
||||
----
|
||||
curl -u elastic:<password> <elasticsearch_endpoint>/
|
||||
----
|
||||
// NOTCONSOLE
|
||||
|
||||
// end::cloud[]
|
||||
|
||||
// tag::self-managed[]
|
||||
**Use {kib}**
|
||||
|
||||
include::api-call.asciidoc[tag=kibana-api-ex]
|
||||
|
||||
**Use curl**
|
||||
|
||||
To submit an example API request, run the following curl command in a new
|
||||
terminal session.
|
||||
|
||||
[source,sh]
|
||||
----
|
||||
curl --cacert http_ca.crt -u elastic:$ELASTIC_PASSWORD https://localhost:9200
|
||||
----
|
||||
// NOTCONSOLE
|
||||
|
||||
// end::self-managed[]
|
||||
163
docs/reference/tab-widgets/code.asciidoc
Normal file
163
docs/reference/tab-widgets/code.asciidoc
Normal file
|
|
@ -0,0 +1,163 @@
|
|||
// Defining styles and script here for simplicity.
|
||||
++++
|
||||
<style>
|
||||
.tabs {
|
||||
width: 100%;
|
||||
}
|
||||
[role="tablist"] {
|
||||
margin: 0 0 -0.1em;
|
||||
overflow: visible;
|
||||
}
|
||||
[role="tab"] {
|
||||
position: relative;
|
||||
padding: 0.3em 0.5em 0.4em;
|
||||
border: 1px solid hsl(219, 1%, 72%);
|
||||
border-radius: 0.2em 0.2em 0 0;
|
||||
overflow: visible;
|
||||
font-family: inherit;
|
||||
font-size: inherit;
|
||||
background: hsl(220, 20%, 94%);
|
||||
}
|
||||
[role="tab"]:hover::before,
|
||||
[role="tab"]:focus::before,
|
||||
[role="tab"][aria-selected="true"]::before {
|
||||
position: absolute;
|
||||
bottom: 100%;
|
||||
right: -1px;
|
||||
left: -1px;
|
||||
border-radius: 0.2em 0.2em 0 0;
|
||||
border-top: 3px solid hsl(219, 1%, 72%);
|
||||
content: '';
|
||||
}
|
||||
[role="tab"][aria-selected="true"] {
|
||||
border-radius: 0;
|
||||
background: hsl(220, 43%, 99%);
|
||||
outline: 0;
|
||||
}
|
||||
[role="tab"][aria-selected="true"]:not(:focus):not(:hover)::before {
|
||||
border-top: 5px solid hsl(218, 96%, 48%);
|
||||
}
|
||||
[role="tab"][aria-selected="true"]::after {
|
||||
position: absolute;
|
||||
z-index: 3;
|
||||
bottom: -1px;
|
||||
right: 0;
|
||||
left: 0;
|
||||
height: 0.3em;
|
||||
background: hsl(220, 43%, 99%);
|
||||
box-shadow: none;
|
||||
content: '';
|
||||
}
|
||||
[role="tab"]:hover,
|
||||
[role="tab"]:focus,
|
||||
[role="tab"]:active {
|
||||
outline: 0;
|
||||
border-radius: 0;
|
||||
color: inherit;
|
||||
}
|
||||
[role="tab"]:hover::before,
|
||||
[role="tab"]:focus::before {
|
||||
border-color: hsl(218, 96%, 48%);
|
||||
}
|
||||
[role="tabpanel"] {
|
||||
position: relative;
|
||||
z-index: 2;
|
||||
padding: 1em;
|
||||
border: 1px solid hsl(219, 1%, 72%);
|
||||
border-radius: 0 0.2em 0.2em 0.2em;
|
||||
box-shadow: 0 0 0.2em hsl(219, 1%, 72%);
|
||||
background: hsl(220, 43%, 99%);
|
||||
margin-bottom: 1em;
|
||||
}
|
||||
[role="tabpanel"] p {
|
||||
margin: 0;
|
||||
}
|
||||
[role="tabpanel"] * + p {
|
||||
margin-top: 1em;
|
||||
}
|
||||
</style>
|
||||
<script>
|
||||
window.addEventListener("DOMContentLoaded", () => {
|
||||
const tabs = document.querySelectorAll('[role="tab"]');
|
||||
const tabList = document.querySelector('[role="tablist"]');
|
||||
// Add a click event handler to each tab
|
||||
tabs.forEach(tab => {
|
||||
tab.addEventListener("click", changeTabs);
|
||||
});
|
||||
// Enable arrow navigation between tabs in the tab list
|
||||
let tabFocus = 0;
|
||||
tabList.addEventListener("keydown", e => {
|
||||
// Move right
|
||||
if (e.keyCode === 39 || e.keyCode === 37) {
|
||||
tabs[tabFocus].setAttribute("tabindex", -1);
|
||||
if (e.keyCode === 39) {
|
||||
tabFocus++;
|
||||
// If we're at the end, go to the start
|
||||
if (tabFocus >= tabs.length) {
|
||||
tabFocus = 0;
|
||||
}
|
||||
// Move left
|
||||
} else if (e.keyCode === 37) {
|
||||
tabFocus--;
|
||||
// If we're at the start, move to the end
|
||||
if (tabFocus < 0) {
|
||||
tabFocus = tabs.length - 1;
|
||||
}
|
||||
}
|
||||
tabs[tabFocus].setAttribute("tabindex", 0);
|
||||
tabs[tabFocus].focus();
|
||||
}
|
||||
});
|
||||
});
|
||||
function setActiveTab(target) {
|
||||
const parent = target.parentNode;
|
||||
const grandparent = parent.parentNode;
|
||||
// console.log(grandparent);
|
||||
// Remove all current selected tabs
|
||||
parent
|
||||
.querySelectorAll('[aria-selected="true"]')
|
||||
.forEach(t => t.setAttribute("aria-selected", false));
|
||||
// Set this tab as selected
|
||||
target.setAttribute("aria-selected", true);
|
||||
// Hide all tab panels
|
||||
grandparent
|
||||
.querySelectorAll('[role="tabpanel"]')
|
||||
.forEach(p => p.setAttribute("hidden", true));
|
||||
// Show the selected panel
|
||||
grandparent.parentNode
|
||||
.querySelector(`#${target.getAttribute("aria-controls")}`)
|
||||
.removeAttribute("hidden");
|
||||
}
|
||||
function changeTabs(e) {
|
||||
// get the containing list of the tab that was just clicked
|
||||
const tabList = e.target.parentNode;
|
||||
|
||||
// get all of the sibling tabs
|
||||
const buttons = Array.apply(null, tabList.querySelectorAll('button'));
|
||||
|
||||
// loop over the siblings to discover which index thje clicked one was
|
||||
const { index } = buttons.reduce(({ found, index }, button) => {
|
||||
if (!found && buttons[index] === e.target) {
|
||||
return { found: true, index };
|
||||
} else if (!found) {
|
||||
return { found, index: index + 1 };
|
||||
} else {
|
||||
return { found, index };
|
||||
}
|
||||
}, { found: false, index: 0 });
|
||||
|
||||
// get the tab container
|
||||
const container = tabList.parentNode;
|
||||
// read the data-tab-group value from the container, e.g. "os"
|
||||
const { tabGroup } = container.dataset;
|
||||
// get a list of all the tab groups that match this value on the page
|
||||
const groups = document.querySelectorAll('[data-tab-group=' + tabGroup + ']');
|
||||
|
||||
// for each of the found tab groups, find the tab button at the previously discovered index and select it for each group
|
||||
groups.forEach((group) => {
|
||||
const target = group.querySelectorAll('button')[index];
|
||||
setActiveTab(target);
|
||||
});
|
||||
}
|
||||
</script>
|
||||
++++
|
||||
|
|
@ -0,0 +1,40 @@
|
|||
++++
|
||||
<div class="tabs" data-tab-group="host">
|
||||
<div role="tablist" aria-label="Run Elasticsearch">
|
||||
<button role="tab"
|
||||
aria-selected="true"
|
||||
aria-controls="cloud-tab-install"
|
||||
id="cloud-install">
|
||||
Elasticsearch Service
|
||||
</button>
|
||||
<button role="tab"
|
||||
aria-selected="false"
|
||||
aria-controls="self-managed-tab-install"
|
||||
id="self-managed-install"
|
||||
tabindex="-1">
|
||||
Self-managed
|
||||
</button>
|
||||
</div>
|
||||
<div tabindex="0"
|
||||
role="tabpanel"
|
||||
id="cloud-tab-install"
|
||||
aria-labelledby="cloud-install">
|
||||
++++
|
||||
|
||||
include::quick-start-install.asciidoc[tag=cloud]
|
||||
|
||||
++++
|
||||
</div>
|
||||
<div tabindex="0"
|
||||
role="tabpanel"
|
||||
id="self-managed-tab-install"
|
||||
aria-labelledby="self-managed-install"
|
||||
hidden="">
|
||||
++++
|
||||
|
||||
include::quick-start-install.asciidoc[tag=self-managed]
|
||||
|
||||
++++
|
||||
</div>
|
||||
</div>
|
||||
++++
|
||||
71
docs/reference/tab-widgets/quick-start-install.asciidoc
Normal file
71
docs/reference/tab-widgets/quick-start-install.asciidoc
Normal file
|
|
@ -0,0 +1,71 @@
|
|||
|
||||
// tag::cloud[]
|
||||
include::{docs-root}/shared/cloud/ess-getting-started.asciidoc[tag=generic]
|
||||
|
||||
. Click **Continue** to open {kib}, the user interface for {ecloud}.
|
||||
|
||||
. Click **Explore on my own**.
|
||||
// end::cloud[]
|
||||
|
||||
// tag::self-managed[]
|
||||
*Start a single-node cluster*
|
||||
|
||||
We'll use a single-node {es} cluster in this quick start, which makes sense for testing and development.
|
||||
Refer to <<docker>> for advanced Docker documentation.
|
||||
|
||||
. Run the following Docker commands:
|
||||
+
|
||||
[source,sh,subs="attributes"]
|
||||
----
|
||||
docker network create elastic
|
||||
docker pull {docker-image}
|
||||
docker run --name es01 --net elastic -p 9200:9200 -p 9300:9300 -e "discovery.type=single-node" -t {docker-image}
|
||||
----
|
||||
|
||||
. Copy the generated `elastic` password and enrollment token, which are output to your terminal.
|
||||
You'll use these to enroll {kib} with your {es} cluster and log in.
|
||||
These credentials are only shown when you start {es} for the first time.
|
||||
+
|
||||
We recommend storing the `elastic` password as an environment variable in your shell. Example:
|
||||
+
|
||||
[source,sh]
|
||||
----
|
||||
export ELASTIC_PASSWORD="your_password"
|
||||
----
|
||||
+
|
||||
. Copy the `http_ca.crt` SSL certificate from the container to your local machine.
|
||||
+
|
||||
[source,sh]
|
||||
----
|
||||
docker cp es01:/usr/share/elasticsearch/config/certs/http_ca.crt .
|
||||
----
|
||||
+
|
||||
. Make a REST API call to {es} to ensure the {es} container is running.
|
||||
+
|
||||
[source,sh]
|
||||
----
|
||||
curl --cacert http_ca.crt -u elastic:$ELASTIC_PASSWORD https://localhost:9200
|
||||
----
|
||||
// NOTCONSOLE
|
||||
|
||||
*Run {kib}*
|
||||
|
||||
{kib} is the user interface for Elastic.
|
||||
It's great for getting started with {es} and exploring your data.
|
||||
We'll be using the Dev Tools *Console* in {kib} to make REST API calls to {es}.
|
||||
|
||||
In a new terminal session, start {kib} and connect it to your {es} container:
|
||||
|
||||
[source,sh,subs="attributes"]
|
||||
----
|
||||
docker pull {kib-docker-image}
|
||||
docker run --name kibana --net elastic -p 5601:5601 {kib-docker-image}
|
||||
----
|
||||
|
||||
When you start {kib}, a unique URL is output to your terminal.
|
||||
To access {kib}:
|
||||
|
||||
. Open the generated URL in your browser.
|
||||
. Paste the enrollment token that you copied earlier, to connect your {kib} instance with {es}.
|
||||
. Log in to {kib} as the `elastic` user with the password that was generated when you started {es}.
|
||||
// end::self-managed[]
|
||||
Loading…
Add table
Add a link
Reference in a new issue