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How we’re building a CRM on top of ElasticSearch
About me (quickly) 
Mark Greene / @markjgreene 
Director of Engineering @ EverTrue 
Love distributed data stores, love them! 
Using ElasticSearch for ~1 year
What does EverTrue do? 
We help nonprofits raise more money 
by allowing them to identify and build relationships 
with potential donors
How do we do that? 
Resolving identities across third party data sources 
Obligatory database tube
Cluster Setup 
• 3 Masters, 2 data nodes, AZ aware 
• ~40m documents, ~25GB 
• 1 index, 7 types 
• 5 shards, 1 replica 
• Peak work loads equate to 4-5k ops/s 
• Using mostly default settings
Data Model 
• Mapping contains ~50 default fields. 
• Most fields are stored as both analyzed 
and not analyzed 
• Leverage dynamic templates for custom 
fields created by our customers 
• Each custom field is stored by as analyzed 
and not analyzed
Write Path 
SSSSQQQQSSSS 
BBaacckkggrroouunndd 
BBaacckkggrroouunndd 
JJoobbss 
JJoobbss
Read Path 
1. Submit EverTrue 
CCoonnttaaccttss 
AAPPII 
CCoonnttaaccttss 
AAPPII 
2. Translate to ES Query, 
returns contact Id’s 
SSeeaarrcchh 
AAPPII 
SSeeaarrcchh 
AAPPII 
DSL Query 
3. Load full contact objects w/ meta Offline streaming jobs
Arbitrary field filtering 
Aggregations ES Hadoop Plugin
Filter Cache: Our first scaling issue 
Turns out field cache is unbounded by default...
First Solution 
• We set indices.fielddata.cache.size 
to 50% 
• No more OOME Crashes 
• Then something else happened....Really slow 
queries (Problem sign #1)
Slow Query?... More Hardware Right?! 
Type m1.xlarge r3.2xlarge r3.2xlarge 
Hardware 
4 CPU 8 CPU 8 CPU 
15GB RAM 60GB RAM 60GB RAM 
Round disk 
thingy SSD’s SSD’s 
ES Version v1.1.2 v1.1.2 v1.3.2 
has_child query 
time 12-15s 6-8s ~100ms
Lessons Learned 
• Watch the release notes & GH issues like a 
hawk 
• Don’t fall to far behind w/r/t versions 
• We waited to long (6 months) 
• Keep ES fed with plenty of memory 
• Need monitoring to have any hope of 
understanding operational issues
Settings We Tweaked 
• indices.store.throttle.max_bytes_per_sec 
• Default 20mb -> 60mb (SSD’s can handle it) 
• indices.fielddata.cache.size 
• Set to 70% of heap
ES Hadoop Integration 
• We use it for a lot of our offline jobs 
• One map task per shard 
• Small shard deployments may underutilize 
your hadoop cluster 
• Mapper inputs do not contain meta fields 
like _version 
• Forces another read for write back 
scenarios
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Building a CRM on top of ElasticSearch

  • 1. + How we’re building a CRM on top of ElasticSearch
  • 2. About me (quickly) Mark Greene / @markjgreene Director of Engineering @ EverTrue Love distributed data stores, love them! Using ElasticSearch for ~1 year
  • 3. What does EverTrue do? We help nonprofits raise more money by allowing them to identify and build relationships with potential donors
  • 4. How do we do that? Resolving identities across third party data sources Obligatory database tube
  • 5. Cluster Setup • 3 Masters, 2 data nodes, AZ aware • ~40m documents, ~25GB • 1 index, 7 types • 5 shards, 1 replica • Peak work loads equate to 4-5k ops/s • Using mostly default settings
  • 6. Data Model • Mapping contains ~50 default fields. • Most fields are stored as both analyzed and not analyzed • Leverage dynamic templates for custom fields created by our customers • Each custom field is stored by as analyzed and not analyzed
  • 7. Write Path SSSSQQQQSSSS BBaacckkggrroouunndd BBaacckkggrroouunndd JJoobbss JJoobbss
  • 8. Read Path 1. Submit EverTrue CCoonnttaaccttss AAPPII CCoonnttaaccttss AAPPII 2. Translate to ES Query, returns contact Id’s SSeeaarrcchh AAPPII SSeeaarrcchh AAPPII DSL Query 3. Load full contact objects w/ meta Offline streaming jobs
  • 9. Arbitrary field filtering Aggregations ES Hadoop Plugin
  • 10. Filter Cache: Our first scaling issue Turns out field cache is unbounded by default...
  • 11. First Solution • We set indices.fielddata.cache.size to 50% • No more OOME Crashes • Then something else happened....Really slow queries (Problem sign #1)
  • 12.
  • 13. Slow Query?... More Hardware Right?! Type m1.xlarge r3.2xlarge r3.2xlarge Hardware 4 CPU 8 CPU 8 CPU 15GB RAM 60GB RAM 60GB RAM Round disk thingy SSD’s SSD’s ES Version v1.1.2 v1.1.2 v1.3.2 has_child query time 12-15s 6-8s ~100ms
  • 14. Lessons Learned • Watch the release notes & GH issues like a hawk • Don’t fall to far behind w/r/t versions • We waited to long (6 months) • Keep ES fed with plenty of memory • Need monitoring to have any hope of understanding operational issues
  • 15. Settings We Tweaked • indices.store.throttle.max_bytes_per_sec • Default 20mb -> 60mb (SSD’s can handle it) • indices.fielddata.cache.size • Set to 70% of heap
  • 16. ES Hadoop Integration • We use it for a lot of our offline jobs • One map task per shard • Small shard deployments may underutilize your hadoop cluster • Mapper inputs do not contain meta fields like _version • Forces another read for write back scenarios