Connect and Configure Elasticsearch

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This guide shows you how to connect Zammad with Elasticsearch 8 or newer.

Connect Elasticsearch with Zammad

Set the Elasticsearch URL

Set the Elasticsearch server address; adapt it to your scenario.

zammad run rails r "Setting.set('es_url', 'https://localhost:9200')"

Set the Elasticsearch User and Password

zammad run rails r "Setting.set('es_user', 'elastic')"

Replace <password> with the one you got during the installation of Elasticsearch. In case you need to create a new password, run /usr/share/elasticsearch/bin/elasticsearch-reset-password -u elastic.

zammad run rails r "Setting.set('es_password', '<password>')"

Add Certificate to Zammad

Add it via Rails Console

In case you are installing a new Zammad and didn't run through the getting started wizard already, add the certificate via console:

sudo cat /etc/elasticsearch/certs/http_ca.crt | zammad run rails r "SSLCertificate.create!(certificate: STDIN.read)"

Add it via UI

In case you already have a running and configured Zammad, you can add the certificate in Zammad's admin settings (Settings > Security > SSL Certificates) as an alternative. To show and copy the auto-generated certificate from Elasticsearch, run:

sudo cat /etc/elasticsearch/certs/http_ca.crt

To add it in Zammad, either upload the certificate file or paste the content in the dialog. Make sure to copy/paste the delimiters (e.g. -----BEGIN CERTIFICATE-----) too.

Build/Rebuild the Searchindex

Without specifying CPU cores to use:

zammad run rake zammad:searchindex:rebuild

With specifying CPU cores to use (example 8):

zammad run rake zammad:searchindex:rebuild[8]

Optional Settings

We collected some useful settings you may want to apply. For further information please have a look at Elastic's documentation.

Index Namespacing

Useful when connecting multiple services or Zammad instances to a single Elasticsearch server (to prevent name collisions during indexing).

zammad run rails r "Setting.set('es_index', Socket.gethostname.downcase + '_zammad')"

File-Attachment Indexing Rules

Zammad supports searching in file attachments, which means Elasticsearch has to index those, too. Limiting such indexing can help preserve system resources.

Files with these extensions will not be indexed:

zammad run rails r "Setting.set('es_attachment_ignore',\
[ '.png', '.jpg', '.jpeg', '.mpeg', '.mpg', '.mov', '.bin', '.exe', '.box', '.mbox' ] )"

Files larger than this size (in MB) will not be indexed:

zammad run rails r "Setting.set('es_attachment_max_size_in_mb', 50)"

Asciifold

By default, the Asciifold feature of Elasticsearch is enabled. This can be useful if you deal with text which includes diacritics and/or umlauts.

In case you need a more exact search, you can turn it off via Rails console.

Решавање проблема

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Troubleshooting unsuccessful or issue not described?

If you can't solve your issue using the provided troubleshooting steps or can't find your particular issue described here, feel free to ask the community for technical assistance.

Data Missing From the Web-UI / Search Data Missing or Incomplete

A commonly reported issue is data missing from the Web-UI. This could be tickets, articles, users or anything else indexed by Elasticsearch and can be caused by missing or incomplete indexes.

If you are experiencing this issue and installed Elasticsearch according to our installation guide, please follow these steps to make sure Elasticsearch is working correctly.

Step 1: Verify Elasticsearch is Running

sudo systemctl status elasticsearch

This should output something like the following, make sure it says Active: active (running):

● elasticsearch.service - Elasticsearch
   Loaded: loaded (/lib/systemd/system/elasticsearch.service; enabled; vendor preset: enabled)
   Active: active (running) since Tue 2021-07-20 09:38:21 UTC; 1h 4min ago
   Docs: https://www.elastic.co
   Main PID: 1790 (java)

Otherwise, try restarting it and check again:

sudo systemctl restart elasticsearch

WARNING

If this fails, your Elasticsearch installation is probably broken. Try completely purging and reinstalling Elasticsearch according to our installation guide.

Step 2: Verify Zammad can Access Elasticsearch and Rebuild the Indexes

Force Zammad to drop and rebuild the Elasticsearch indexes, optionally with a specified number of CPU cores to use for re-indexing (example [8]):

zammad run rake zammad:searchindex:rebuild[8]

This should start rebuilding the indexes and output its progress:

Dropping indexes... done.
Deleting pipeline... done.
Creating indexes... done.
Creating pipeline... done.
Reloading data...
   - Chat::Session...
      done in 0 seconds.
   - Cti::Log...
      done in 0 seconds.

[...]

Depending on the system performance and amount of data, this can take a while to complete. Please let this task finish completely and wait until it drops you back to the console.

If this fails or throws an error, there might be something else wrong with your installation. Make sure you followed the complete Elasticsearch set up and integration procedure according to our installation guide.

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In many situations where you're not successful with above steps, you may want to check Elasticsearch's log file: /var/log/elasticsearch/elasticsearch.log.

After completing these steps, you should have verified your Elasticsearch installation is running and rebuilt the indexes.