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Developer Guide

This document will walk you through on what's needed to start contributing code to OpenSearch Benchmark.

Installation

Prerequisites

  • Pyenv : Install pyenv and follow the instructions in the output of pyenv init to setup your shell and restart it before proceeding. For more details please refer to the PyEnv installation instructions.
  • JDK : JDK version required to build OpenSearch. Please refer to the build setup requirements.
  • Docker : Docker and additionally docker-compose on Linux.
  • Git : git 1.9 or latter.

Setup

Use the following command-line instructions to setup OpenSearch Benchmark for development:

git clone https://github.com/opensearch-project/OpenSearch-Benchmark.git
cd OpenSearch-Benchmark
make prereq
make install

NOTE: make prereq produces the following message.

IMPORTANT: please add `eval "$(pyenv init -)"` to your bash profile and restart your terminal before proceeding any further.

This line is commonly thought of as an error message but rather it's just a warning. Unless you haven't already added eval "$(pyenv init -)" to your bash profile and restarted your terminal, then feel free to proceed forward. This eval statement is necessary in the startup configuration as it allows Pyenv to manage python versions by adding python shims to your path. If you experience any issues, please see https://github.com/pyenv/pyenv.

Depending on the platform and shell you have, use the following command to activate the virtual environment:

Platform Shell Command used to activate the virtual environment
Posix bash/zsh source .venv/bin/activate
fish source .venv/bin/activate.fish
csh/tcsh source .venv/bin/activate.csh
PowerShell Core .venv/bin/Activate.ps1
Windows cmd.exe C:> \Scripts\activate.bat
PowerShell PS C:> \Scripts\Activate.ps1

For more information regarding activating virtual environments, please see https://docs.python.org/3/library/venv.html.

As an extra step, please consider configuring your JAVA_HOMES as mentioned in the Important information related to integration tests.

Importing the project into an IDE

OpenSearch Benchmark builds using virtualenv. When importing into an IDE, such as PyCharm IDE, you will need to define an appropriate Python SDK, which is provided by virtualenv. Refer to IDE documentation for more details on defining a Python SDK. We recommend using the Python SDK that make prereq creates. This is typically created in PyCharm IDE by visiting the Python Interpreter, selecting either Virtualenv Environment or Existing Environment, and pointing interpreter to .venv/bin/python3 within the OpenSearch Benchmark source directory. In order to run tests within the PyCharm IDE, ensure thePython Integrated Tools/Testing/Default Test Runneris set topytest`.

Executing tests

Once setup is complete, you may run unit/integration tests using the following :

## Run a unit test
make test

## Run integration tests
make it

Important information related to integration tests

If you have multiple JDKs installed, export them to the following format JAVA(jdk_version)_HOME. Here is an example of how one would export JDK 8, 11, 15, 16:

export JAVA8_HOME=/Library/Java/JavaVirtualMachines/jdk1.8.0_231.jdk/Contents/Home/
export JAVA11_HOME=/Library/Java/JavaVirtualMachines/jdk-11.0.8.jdk/Contents/Home
export JAVA15_HOME=/Library/Java/JavaVirtualMachines/amazon-corretto-15.jdk/Contents/Home/
export JAVA16_HOME=/Library/Java/JavaVirtualMachines/amazon-corretto-16.jdk/Contents/Home/

OpenSearch currently releases artifacts for the following operating systems:

  • Linux
  • Docker
  • FreeBSD

If the operating system is not listed above then the artifacts used will default to Linux.

For MacOS users running OpenSearch, please set JAVA_HOME to one of the local JDKs you exported as the JDK bundled with OpenSearch is not compatible with MacOS and prevent the metrics store from coming up correctly during integration tests.

Troubleshooting

root WARNING Unable to get address info for address xxxxyyyy (AddressFamily.AF_INET, SocketKind.SOCK_DGRAM, 17, 0): <class 'socket.gaierror'> [Errno 8] nodename nor servname provided, or not known
  • VPN may be interfering. Try turning off the VPN. If you are connected to a VPN and face Docker-related issues when running the integration tests disconnecting from the VPN may fix this.
Cannot download OpenSearch-1.0.1
  • JAVA_HOME may not be correctly set.

Submitting your changes for a pull request

Once your changes and tests are ready to submit for review:

  1. Test your changes

    Run the test suite to make sure that nothing is broken: python3 setup.py test.

  2. Sign the Developer Certificate of Origin

    Please make sure you have signed DCO certificate.

  3. Rebase your changes

    Update your local repository with the most recent code from the main OpenSearch Benchmark repository, and rebase your branch on top of the latest master branch. We prefer your initial changes to be squashed into a single commit. Later, if we ask you to make changes, add them as separate commits. This makes them easier to review. As a final step before merging we will either ask you to squash all commits yourself or we'll do it for you.

  4. Submit a pull request

    Push your local changes to your forked copy of the repository and submit a pull request. In the pull request, choose a title which sums up the changes that you have made, and in the body provide more details about what your changes do. Also mention the number of the issue where discussion has taken place, eg "Closes #123".

Misc

git-secrets

Security is our top priority. Avoid checking in credentials, install awslabs/git-secrets.

git clone https://github.com/awslabs/git-secrets.git
cd git-secrets
make install