elasticsearch
Elasticsearch 5.2 operations using HTTP API - searching, indexing, bulk operations, scroll API, and alias management
About elasticsearch
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| name | Elasticsearch |
| description | Elasticsearch 5.2 operations using HTTP API - searching, indexing, bulk operations, scroll API, and alias management |
Elasticsearch
Instructions
When helping users work with Elasticsearch 5.2 in C#, follow these guidelines:
-
Version Constraint: Always use Elasticsearch 5.2 API patterns. This version will not change.
-
HTTP Client Approach: Use
HttpClientdirectly with Elasticsearch REST API instead of official client libraries. This provides better control and compatibility with version 5.2. -
ServiceLib.Elasticsearch Wrapper: Use the ServiceLib.Elasticsearch wrapper class for common operations (search, bulk index, scroll download, etc.)
-
Bulk Operations: Use the
_bulkAPI for batch indexing. Format: action line + document line (newline-delimited JSON) -
Scroll API: For downloading large indices, use scroll API with 5000 document batches and 1-minute timeout. Always clear scroll context in finally block.
-
Alias Management: Our exsiting JAVA codebase uses timestamped index pattern with aliases for zero-downtime updates (e.g.,
price_discount_20250116_123456with aliasprice_discount), it writes the whole index and then does an alias. Going forward we want to do in-place overwrites and deletes instead. -
Query Format: Use JSON string format for queries with
bool,filter,range, etc. Use raw string literals ("""...""") for complex queries -
Dynamic Results: Parse search results as
dynamicand access via property names (e.g.,result.hits.hits[0]._source) -
Error Handling: Always catch and log exceptions. Return "Error" string for operation failures to allow caller to handle.
-
Index Creation: Create indices without explicit mappings - let Elasticsearch auto-detect field types (safer and matches production patterns)
Examples
Example 1: Search with Range Filters
User: Help me search Elasticsearch for pricing periods active today
Claude: I'll use the ServiceLib.Elasticsearch wrapper with a bool query and range filters:
- Current date for comparison
- Two range filters (start <= today AND end >= today)
- Access results via dynamic object properties
[Provides implementation using the Search pattern from reference material below]
Example 2: Bulk Index with Alias Pattern
User: I need to bulk load price data into Elasticsearch with zero downtime
Claude: I'll use the timestamped index + alias pattern:
1. Create new timestamped index (e.g., price_discount_20250116_123456)
2. Bulk index documents in batches
3. Switch alias to new index atomically
4. Delete old index on success, or cleanup new index on failure
[Provides implementation using the Bulk Index and Alias patterns from reference material below]
Example 3: Download Entire Index
User: How do I download all documents from an Elasticsearch index?
Claude: I'll use the Scroll API for efficient large dataset download:
- Initial search with scroll=1m and size=5000
- Loop through scroll pages until no more documents
- Clear scroll context in finally block
- Log progress with document counts
[Provides implementation using the DownloadIndex pattern from reference material below]
Example 4: Update Documents by Query
User: I need to update multiple documents in Elasticsearch based on a query
Claude: I'll use the _update_by_query API:
- POST to /{index}/_update_by_query
- Query to match documents
- Script to update fields
- Error handling with response logging
[Provides implementation using the UpdateByQuery pattern from reference material below]
Reference Implementation Details
The sections below contain proven working code from production systems (JordanPrice) that the examples above reference.
Reference Files in This Folder:
Elasticsearch.cs- Core ServiceLib wrapper with all HTTP operationsElasticsearchService.cs- JordanPrice service implementation showing alias pattern
Elasticsearch 5.2 Operations
Primary Library: System.Net.Http.HttpClient with Elasticsearch REST API
Version: Elasticsearch 5.2 (fixed, will not change)
Projects: JordanPrice, ElastiCompare, CRMPollerFixer
ServiceLib.Elasticsearch Wrapper
Location: Elasticsearch.cs (in this skills folder)
Purpose: Reusable HTTP-based Elasticsearch client with common operations
Constructor Pattern
using ServiceLib; using Microsoft.Extensions.Logging; // Create client instance var elasticsearchClient = new ServiceLib.Elasticsearch( baseUrl: "http://localhost:9200", logger: _logger ); // Multiple instances for source/destination pattern var sourceClient = new ServiceLib.Elasticsearch(_settings.Elasticsearch.Source, _logger); var destinationClient = new ServiceLib.Elasticsearch(_settings.Elasticsearch.Destination, _logger);
Key Features:
- HttpClient with proper User-Agent header
- Automatic URL trimming and formatting
- Comprehensive logging at Debug and Info levels
- Dynamic result parsing
Search Operations
Basic Search (JordanPrice/Services/ElasticsearchService.cs)
public dynamic Search(string index, string query) { var cleanBaseUrl = _baseUrl.TrimEnd('/'); var url = $"{cleanBaseUrl}/{index}/_search"; _logger.LogInformation("Search {url}", url); _logger.LogInformation(" query {query}", query); var content = new StringContent(query, Encoding.UTF8, "application/json"); var response = _httpClient.PostAsync(url, content).Result; try { response.EnsureSuccessStatusCode(); var json = response.Content.ReadAsStringAsync().Result; _logger.LogInformation(" response status: {status}", response.StatusCode); dynamic result = JsonConvert.DeserializeObject<dynamic>(json)!; _logger.LogInformation(" total hits: {total}", (int)result.hits.total); if (result.hits.hits.Count > 0) { _logger.LogInformation(" first document index: {index}", (string)result.hits.hits[0]._index); _logger.LogInformation(" first document ID: {id}", (string)result.hits.hits[0]._id); } _logger.LogDebug(" response {json}", json); return result; } catch (Exception ex) { _logger.LogError("Error searching {url}: {message}", url, ex.Message); throw; } }
Range Query with Date Filters
public Task<PricingPeriod?> GetCurrentPricingPeriodAsync() { try { var today = DateTime.Today.ToString("yyyy-MM-dd"); // Use raw string literal for complex query var query = $$""" { "query": { "bool": { "filter": [ { "range": { "keyInStartDate": { "lte": "{{today}}" } } }, { "range": { "keyInEndDate": { "gte": "{{today}}" } } } ] } } } """; var elasticsearchClient = new ServiceLib.Elasticsearch(_settings.Elasticsearch.Source, _logger); var result = elasticsearchClient.Search("pricing_periods", query); if (result?.hits?.hits?.Count > 0) { var source = result.hits.hits[0]._source; // Extract values directly from the dynamic object var period = new PricingPeriod { Id = source.id?.ToString() ?? string.Empty, KeyInStartDate = source.keyInStartDate?.ToString() ?? string.Empty, KeyInEndDate = source.keyInEndDate?.ToString() ?? string.Empty }; _logger.LogInformation("Found pricing period: Id='{Id}', Start='{Start}', End='{End}'", period.Id, period.KeyInStartDate, period.KeyInEndDate); return Task.FromResult<PricingPeriod?>(period); } _logger.LogWarning("No current pricing period found in Elasticsearch"); return Task.FromResult<PricingPeriod?>(null); } catch (Exception ex) { _logger.LogError(ex, "Error getting current pricing period from Elasticsearch"); return Task.FromResult<PricingPeriod?>(null); } }
Key Patterns:
- Raw string literals (
$$"""...""") with interpolation for dates - Bool query with multiple filter clauses
- Range queries for date filtering
- Dynamic object navigation (
result.hits.hits[0]._source) - Null-safe property access with
?.operator - ToString() with null-coalescing for safe string conversion
Scroll API for Large Downloads
Complete Index Download (ServiceLib/Elasticsearch.cs)
public List<dynamic> DownloadIndex(string index) { var allData = new List<dynamic>(); const string scrollTimeout = "1m"; // Keep the scroll context open for 1 minute string? scrollId = null; try { // Initial search request to get the first batch and a scroll_id var initialQuery = JsonConvert.SerializeObject(new { query = new { match_all = new { } }, size = 5000 // Initial batch size }); var initialResponse = _httpClient.PostAsync( $"{_baseUrl}/{index}/_search?scroll={scrollTimeout}", new StringContent(initialQuery, Encoding.UTF8, "application/json") ).Result; initialResponse.EnsureSuccessStatusCode(); var initialJson = initialResponse.Content.ReadAsStringAsync().Result; dynamic initialResults = JsonConvert.DeserializeObject<dynamic>(initialJson)!; scrollId = initialResults._scroll_id; allData.AddRange(initialResults.hits.hits); _logger.LogInformation("Downloaded {count} documents from {index} (initial scroll), total so far: {total}", (int)initialResults.hits.hits.Count, index, (int)allData.Count); // Loop to fetch subsequent scroll pages while (true) { if (string.IsNullOrEmpty(scrollId)) { _logger.LogWarning("Scroll ID is null or empty, breaking from scroll loop."); break; } var scrollQuery = JsonConvert.SerializeObject(new { scroll = scrollTimeout, scroll_id = scrollId }); var scrollResponse = _httpClient.PostAsync( $"{_baseUrl}/_search/scroll", new StringContent(scrollQuery, Encoding.UTF8, "application/json") ).Result; scrollResponse.EnsureSuccessStatusCode(); var scrollJson = scrollResponse.Content.ReadAsStringAsync().Result; dynamic scrollResults = JsonConvert.DeserializeObject<dynamic>(scrollJson)!; if (scrollResults.hits.hits.Count == 0) { break; // No more documents } allData.AddRange(scrollResults.hits.hits); scrollId = scrollResults._scroll_id; // Update scroll ID for next iteration _logger.LogInformation("Downloaded {count} documents from {index} (scrolling), total so far: {total}", (int)scrollResults.hits.hits.Count, index, (int)allData.Count); } } catch (Exception ex) { _logger.LogError("Error downloading index {index} using Scroll API: {message}", index, ex.Message); throw; } finally { // Always clear the scroll context if (!string.IsNullOrEmpty(scrollId)) { try { var clearScrollRequest = new HttpRequestMessage(HttpMethod.Delete, $"{_baseUrl}/_search/scroll"); clearScrollRequest.Content = new StringContent( JsonConvert.SerializeObject(new { scroll_id = new[] { scrollId } }), Encoding.UTF8, "application/json" ); var clearResponse = _httpClient.SendAsync(clearScrollRequest).Result; clearResponse.EnsureSuccessStatusCode(); _logger.LogDebug("Cleared scroll context for scroll ID: {scrollId}", scrollId); } catch (Exception ex) { _logger.LogError("Error clearing scroll context {scrollId}: {message}", scrollId, ex.Message); } } } return allData.Select(hit => hit._source).ToList(); }
Scroll API Best Practices:
- Use 5000 document batch size (ES 5.2 recommended)
- 1-minute scroll timeout
- Initial search with
?scroll=1mparameter - Subsequent scrolls via
/_search/scrollendpoint - Update scrollId on each iteration
- CRITICAL: Always clear scroll context in finally block
- Log progress with document counts
- Break loop when hit count is 0
Bulk Indexing
Bulk API Format (ServiceLib/Elasticsearch.cs)
public static string BulkToJson(string index, string type, IEnumerable<object> docs) { var settings = new JsonSerializerSettings { NullValueHandling = NullValueHandling.Ignore }; var json = new StringBuilder(); foreach (var doc in docs) { var meta = new { index = new { _index = index, _type = type } }; json.AppendLine(SerializeKeepingNulls(meta)); json.AppendLine(SerializeIgnoringNulls(doc)); } return json.ToString(); } public string BulkIndex(string index, IEnumerable<object> docs) { var url = DeAliasURL(index, "_bulk"); var json = BulkToJson(ConcreteIndex(index), index, docs); _logger.LogDebug("BulkIndex {json}", json); var content = new StringContent(json, Encoding.UTF8, "application/json"); var response = _httpClient.PostAsync(url, content).Result; try { response.EnsureSuccessStatusCode(); return response.Content.ReadAsStringAsync().Result; } catch (Exception ex) { var errorResponse = response.Content.ReadAsStringAsync().Result; _logger.LogError("Error bulk indexing documents: {message}. Response: {response}", ex.Message, errorResponse); return "Error"; } } public static string SerializeKeepingNulls(object obj) { var settings = new JsonSerializerSettings { NullValueHandling = NullValueHandling.Include }; return JsonConvert.SerializeObject(obj, settings); } public static string SerializeIgnoringNulls(object obj) { var settings = new JsonSerializerSettings { NullValueHandling = NullValueHandling.Ignore }; return JsonConvert.SerializeObject(obj, settings); }
Bulk Index Usage (JordanPrice/Services/ElasticsearchService.cs)
public Task BulkIndexPriceDiscountsAsync(IEnumerable<PriceDiscount> priceDiscounts) { var documents = priceDiscounts.ToList(); try { var result = _destinationClient.BulkIndex(_newIndexName, documents); if (result == "Error") { throw new InvalidOperationException("Bulk index operation failed"); } return Task.CompletedTask; } catch (Exception ex) { _logger.LogError(ex, "Error during bulk index operation to {IndexName}", _newIndexName); throw; } }
Bulk Format Requirements:
- Newline-delimited JSON (NDJSON)
- Action line:
{"index":{"_index":"myindex","_type":"mytype"}}\n - Document line:
{"field1":"value1",...}\n - Keep nulls in action metadata, ignore nulls in documents
- StringBuilder for efficient string concatenation
- Check for "Error" return value
Index Management with Aliases
Zero-Downtime Index Updates (JordanPrice/Services/ElasticsearchService.cs)
private const string IndexPrefix = "price_discount_"; private const string AliasName = "price_discount"; private string _newIndexName = string.Empty; // Step 1: Create timestamped index public async Task InitializeIndexAsync() { // Generate new timestamped index name _newIndexName = $"{IndexPrefix}{DateTime.Now:yyyyMMdd_HHmmss}"; _logger.LogInformation("Creating new index: {IndexName}", _newIndexName); try { // Create new index without explicit mapping - let Elasticsearch auto-detect field types using var httpClient = new HttpClient(); var createUrl = $"{_settings.Elasticsearch.Destination.TrimEnd('/')}/{_newIndexName}"; var response = await httpClient.PutAsync(createUrl, null); if (response.IsSuccessStatusCode) { _logger.LogInformation("Successfully created new index {IndexName}", _newIndexName); } else { var errorContent = await response.Content.ReadAsStringAsync(); throw new InvalidOperationException($"Failed to create index {_newIndexName}: {response.StatusCode} - {errorContent}"); } } catch (Exception ex) { _logger.LogError(ex, "Error creating new index {IndexName}", _newIndexName); throw; } } // Step 2: Bulk index documents (see Bulk Indexing section above) // Step 3: Switch alias atomically public async Task FinalizeIndexAsync() { _logger.LogInformation("Finalizing index - switching alias {AliasName} to point to {NewIndexName}", AliasName, _newIndexName); try { // Switch the alias to point to the new index var aliasActions = $$""" { "actions": [ { "remove": { "index": "{{IndexPrefix}}*", "alias": "{{AliasName}}" } }, { "add": { "index": "{{_newIndexName}}", "alias": "{{AliasName}}" } } ] } """; using var httpClient = new HttpClient(); var aliasUrl = $"{_settings.Elasticsearch.Destination.TrimEnd('/')}/_aliases"; var content = new StringContent(aliasActions, Encoding.UTF8, "application/json"); var response = await httpClient.PostAsync(aliasUrl, content); if (response.IsSuccessStatusCode) { _logger.LogInformation("Successfully switched alias {AliasName} to {NewIndexName}", AliasName, _newIndexName); } else { var errorContent = await response.Content.ReadAsStringAsync(); throw new InvalidOperationException($"Failed to switch alias {AliasName} to {_newIndexName}: {response.StatusCode} - {errorContent}"); } } catch (Exception ex) { _logger.LogError(ex, "Error switching alias {AliasName} to {NewIndexName}", AliasName, _newIndexName); throw; } } // Step 4: Cleanup on failure public async Task DeleteNewIndexAsync() { if (string.IsNullOrEmpty(_newIndexName)) { _logger.LogInformation("No new index to clean up"); return; } _logger.LogInformation("Cleaning up failed index: {IndexName}", _newIndexName); try { using var httpClient = new HttpClient(); var deleteUrl = $"{_settings.Elasticsearch.Destination.TrimEnd('/')}/{_newIndexName}"; var response = await httpClient.DeleteAsync(deleteUrl); if (response.IsSuccessStatusCode) { _logger.LogInformation("Successfully deleted failed index {IndexName}", _newIndexName); } else { var errorContent = await response.Content.ReadAsStringAsync(); _logger.LogWarning("Failed to delete index {IndexName}: {StatusCode} - {Error}", _newIndexName, response.StatusCode, errorContent); } } catch (Exception ex) { _logger.LogError(ex, "Error deleting failed index {IndexName}", _newIndexName); // Don't re-throw since this is cleanup - log and continue } }
Alias Pattern Benefits:
- Zero downtime during index updates
- Atomic alias switch (remove old + add new in single request)
- Timestamped indices for audit trail
- Easy rollback (just switch alias back)
- Cleanup of failed indices
Alias-Aware Operations
Handle Aliases in Document Operations (ServiceLib/Elasticsearch.cs)
public bool IsAlias(string indexName) { try { var url = $"{_baseUrl}/_alias/{indexName}"; var response = _httpClient.GetAsync(url).Result; return response.IsSuccessStatusCode; } catch (Exception ex) { _logger.LogError("Error checking if {indexName} is an alias: {message}", indexName, ex.Message); return false; } } private List<string> GetAliasInfo(string aliasName) { try { var url = $"{_baseUrl}/_alias/{aliasName}"; var response = _httpClient.GetAsync(url).Result; if (!response.IsSuccessStatusCode) { return new List<string>(); } var json = response.Content.ReadAsStringAsync().Result; var aliasInfo = JsonConvert.DeserializeObject<Dictionary<string, object>>(json); if (aliasInfo == null || aliasInfo.Count == 0) { return new List<string>(); } return aliasInfo.Keys.ToList(); } catch (Exception ex) { _logger.LogError("Error getting alias info for {aliasName}: {message}", aliasName, ex.Message); return new List<string>(); } } public string ConcreteIndex(string index) { if (IsAlias(index)) { return GetAliasInfo(index)[0]; } return index; } private string DeAliasURL(string index, string id) { var cleanBaseUrl = _baseUrl.TrimEnd('/'); if (IsAlias(index)) { var concreteIndex = ConcreteIndex(index); return $"{cleanBaseUrl}/{concreteIndex}/{index}/{id}"; } return $"{cleanBaseUrl}/{index}/{id}"; }
Alias Handling Pattern:
- Check if name is alias before document operations
- Resolve to concrete index name
- URL format with alias:
/{concrete_index}/{alias}/{id} - URL format without alias:
/{index}/{id} - Prevents routing errors
Update By Query
Batch Document Updates (ServiceLib/Elasticsearch.cs)
public string UpdateByQuery(string index, string query) { var url = $"{_baseUrl}/{index}/_update_by_query"; _logger.LogInformation("UpdateByQuery {url}", url); var content = new StringContent(query, Encoding.UTF8, "application/json"); var response = _httpClient.PostAsync(url, content).Result; try { response.EnsureSuccessStatusCode(); return response.Content.ReadAsStringAsync().Result; } catch (Exception ex) { _logger.LogError("Error updating document by query {query}: {message}", query, ex.Message); return "Error"; } }
Individual Document Operations
Index Single Document
public string IndexDocument(string index, string id, object document) { var url = DeAliasURL(index, id); _logger.LogDebug("IndexDocumentAsync {url}", url); var content = new StringContent(SerializeIgnoringNulls(document), Encoding.UTF8, "application/json"); var response = _httpClient.PutAsync(url, content).Result; try { response.EnsureSuccessStatusCode(); return response.Content.ReadAsStringAsync().Result; } catch (Exception ex) { var errorResponse = response.Content.ReadAsStringAsync().Result; _logger.LogError("Error indexing document {id} to index {index}: {message}. Response: {response}", id, index, ex.Message, errorResponse); return "Error"; } }
Delete Document
public string DeleteDocument(string index, string id) { var url = DeAliasURL(index, id); _logger.LogInformation("DeleteDocument {url}", url); var response = _httpClient.DeleteAsync(url).Result; try { response.EnsureSuccessStatusCode(); return response.Content.ReadAsStringAsync().Result; } catch (Exception ex) { _logger.LogError("Error deleting document {id} from index {index}: {message}", id, index, ex.Message); return "Error"; } }
Utility Functions
Extract IDs from Search Results
public static List<string> ExtractIds(dynamic searchResults) { var ids = new List<string>(); foreach (var hit in searchResults.hits.hits) { ids.Add((string)hit._id); } return ids; } public static string GetId(dynamic hit) { return hit._id; }
Get Indices Information
public dynamic GetIndices() { var url = $"{_baseUrl}/_cat/indices?format=json"; var response = _httpClient.GetAsync(url).Result; try { response.EnsureSuccessStatusCode(); var json = response.Content.ReadAsStringAsync().Result; return JsonConvert.DeserializeObject<dynamic>(json)!; } catch (Exception ex) { _logger.LogError("Error getting indices: {message}", ex.Message); return "Error"; } }
JSON Canonicalization for Comparison
Clean and Sort JSON for Hashing (ServiceLib/Elasticsearch.cs)
public string? GetCanonicalJsonString(dynamic obj) { if (obj == null) { return null; } JObject jObject = JObject.FromObject(obj); // Remove properties that are null or empty strings var propertiesToRemove = jObject.Properties() .Where(p => p.Value.Type == JTokenType.Null || (p.Value.Type == JTokenType.String && string.IsNullOrEmpty(p.Value.ToString()))) .ToList(); foreach (var prop in propertiesToRemove) { prop.Remove(); } var orderedProperties = jObject.Properties().OrderBy(p => p.Name, StringComparer.Ordinal); var orderedJObject = new JObject(orderedProperties); CleanJToken(orderedJObject); // Apply cleaning for hidden characters and trimming var settings = new JsonSerializerSettings { NullValueHandling = NullValueHandling.Ignore, Formatting = Formatting.None }; return JsonConvert.SerializeObject(orderedJObject, settings); } public JToken CleanJToken(JToken token) { if (token.Type == JTokenType.String) { var jValue = (JValue)token; if (jValue.Value is string s) { // Remove null characters and trim whitespace jValue.Value = s.Replace("\u0000", "").Trim(); } return token; } else if (token.Type == JTokenType.Null) { return new JValue(string.Empty); // Convert null to empty string } else if (token.Type == JTokenType.Object) { JObject obj = (JObject)token; foreach (var property in obj.Properties().ToList()) { JToken cleanedValue = CleanJToken(property.Value); if (cleanedValue != property.Value) { property.Value = cleanedValue; } } return token; } else if (token.Type == JTokenType.Array) { JArray arr = (JArray)token; for (int i = 0; i < arr.Count; i++) { JToken cleanedItem = CleanJToken(arr[i]); if (cleanedItem != arr[i]) { arr[i] = cleanedItem; } } return token; } return token; }
Use Cases:
- Document comparison/diffing
- Detecting changes between source and destination
- Consistent hashing for deduplication
- Removes null characters, trims whitespace, removes null/empty properties
Complete Workflow Example
Zero-Downtime Index Rebuild (JordanPrice Pattern)
try { // 1. Create timestamped index await InitializeIndexAsync(); // Creates price_discount_20250116_123456 // 2. Bulk load data in batches foreach (var batch in priceDiscounts.Chunk(1000)) { await BulkIndexPriceDiscountsAsync(batch); } // 3. Switch alias atomically await FinalizeIndexAsync(); // Points price_discount alias to new index // 4. Success notification await SendMailAsync(totalCount); } catch (Exception ex) { // Cleanup on failure await DeleteNewIndexAsync(); await SendMailAsync(ex); throw; }
Best Practices Summary
- Version Compatibility: Always use ES 5.2 API patterns (no async/await in old NEST clients)
- HTTP Client: Direct HttpClient provides better control than official client libraries
- Scroll API: Use for large downloads, always clear context in finally block
- Bulk Operations: Use NDJSON format, batch size ~1000-5000 documents
- Aliases: Use timestamped indices with aliases for zero-downtime updates
- Error Handling: Return "Error" string allows caller to decide handling strategy
- Dynamic Results: ES 5.2 works well with dynamic objects, no need for typed models
- Logging: Comprehensive logging at Debug (details) and Info (progress) levels
- URL Handling: Always trim base URLs, handle aliases in document operations
- Index Creation: Let Elasticsearch auto-detect mappings unless specific types needed

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