elasticsearch/TESTING.asciidoc

[[Testing Framework Cheatsheet]]
= Testing

[partintro]

Elasticsearch uses jUnit for testing, it also uses randomness in the
tests, that can be set using a seed, the following is a cheatsheet of
options for running the tests for ES.

== Creating packages

To create a distribution without running the tests, simply run the
following:

-----------------------------
gradle assemble
-----------------------------

== Other test options

To disable and enable network transport, set the `Des.node.mode`.

Use network transport:

------------------------------------
-Des.node.mode=network
------------------------------------

Use local transport (default since 1.3):

-------------------------------------
-Des.node.mode=local
-------------------------------------

Alternatively, you can set the `ES_TEST_LOCAL` environment variable:

-------------------------------------
export ES_TEST_LOCAL=true && gradle test
-------------------------------------

=== Running Elasticsearch from a checkout

In order to run Elasticsearch from source without building a package, you can
run it using Maven:

-------------------------------------
gradle run
-------------------------------------

=== Test case filtering.

- `tests.class` is a class-filtering shell-like glob pattern,
- `tests.method` is a method-filtering glob pattern.

Run a single test case (variants)

----------------------------------------------------------
gradle test -Dtests.class=org.elasticsearch.package.ClassName
gradle test "-Dtests.class=*.ClassName"
----------------------------------------------------------

Run all tests in a package and sub-packages

----------------------------------------------------
gradle test "-Dtests.class=org.elasticsearch.package.*"
----------------------------------------------------

Run any test methods that contain 'esi' (like: ...r*esi*ze...).

-------------------------------
gradle test "-Dtests.method=*esi*"
-------------------------------

You can also filter tests by certain annotations ie:

  * `@Nightly` - tests that only run in nightly builds (disabled by default)
  * `@Backwards` - backwards compatibility tests (disabled by default)
  * `@AwaitsFix` - tests that are waiting for a bugfix (disabled by default)
  * `@BadApple` - tests that are known to fail randomly (disabled by default)

Those annotation names can be combined into a filter expression like:

------------------------------------------------
gradle test -Dtests.filter="@nightly and not @backwards"
------------------------------------------------

to run all nightly test but not the ones that are backwards tests. `tests.filter` supports
the boolean operators `and, or, not` and grouping ie:


---------------------------------------------------------------
gradle test -Dtests.filter="@nightly and not(@badapple or @backwards)"
---------------------------------------------------------------

=== Seed and repetitions.

Run with a given seed (seed is a hex-encoded long).

------------------------------
gradle test -Dtests.seed=DEADBEEF
------------------------------

=== Repeats _all_ tests of ClassName N times.

Every test repetition will have a different method seed
(derived from a single random master seed).

--------------------------------------------------
gradle test -Dtests.iters=N -Dtests.class=*.ClassName
--------------------------------------------------

=== Repeats _all_ tests of ClassName N times.

Every test repetition will have exactly the same master (0xdead) and
method-level (0xbeef) seed.

------------------------------------------------------------------------
gradle test -Dtests.iters=N -Dtests.class=*.ClassName -Dtests.seed=DEAD:BEEF
------------------------------------------------------------------------

=== Repeats a given test N times

(note the filters - individual test repetitions are given suffixes,
ie: testFoo[0], testFoo[1], etc... so using testmethod or tests.method
ending in a glob is necessary to ensure iterations are run).

-------------------------------------------------------------------------
gradle test -Dtests.iters=N -Dtests.class=*.ClassName -Dtests.method=mytest*
-------------------------------------------------------------------------

Repeats N times but skips any tests after the first failure or M initial failures.

-------------------------------------------------------------
gradle test -Dtests.iters=N -Dtests.failfast=true -Dtestcase=...
gradle test -Dtests.iters=N -Dtests.maxfailures=M -Dtestcase=...
-------------------------------------------------------------

=== Test groups.

Test groups can be enabled or disabled (true/false).

Default value provided below in [brackets].

------------------------------------------------------------------
gradle test -Dtests.nightly=[false]   - nightly test group (@Nightly)
gradle test -Dtests.weekly=[false]    - weekly tests (@Weekly)
gradle test -Dtests.awaitsfix=[false] - known issue (@AwaitsFix)
------------------------------------------------------------------

=== Load balancing and caches.

By default the tests run on up to 4 JVMs based on the number of cores. If you
want to explicitly specify the number of JVMs you can do so on the command
line:

----------------------------
gradle test -Dtests.jvms=8
----------------------------

Or in `~/.gradle/gradle.properties`:

----------------------------
systemProp.tests.jvms=8
----------------------------

Its difficult to pick the "right" number here. Hypercores don't count for CPU
intensive tests and you should leave some slack for JVM-interal threads like
the garbage collector. And you have to have enough RAM to handle each JVM.

=== Test compatibility.

It is possible to provide a version that allows to adapt the tests behaviour
to older features or bugs that have been changed or fixed in the meantime.

-----------------------------------------
gradle test -Dtests.compatibility=1.0.0
-----------------------------------------


=== Miscellaneous.

Run all tests without stopping on errors (inspect log files).

-----------------------------------------
gradle test -Dtests.haltonfailure=false
-----------------------------------------

Run more verbose output (slave JVM parameters, etc.).

----------------------
gradle test -verbose
----------------------

Change the default suite timeout to 5 seconds for all
tests (note the exclamation mark).

---------------------------------------
gradle test -Dtests.timeoutSuite=5000! ...
---------------------------------------

Change the logging level of ES (not gradle)

--------------------------------
gradle test -Des.logger.level=DEBUG
--------------------------------

Print all the logging output from the test runs to the commandline
even if tests are passing.

------------------------------
gradle test -Dtests.output=always
------------------------------

Configure the heap size.

------------------------------
gradle test -Dtests.heap.size=512m
------------------------------

Pass arbitrary jvm arguments.

------------------------------
# specify heap dump path
gradle test -Dtests.jvm.argline="-XX:HeapDumpPath=/path/to/heapdumps"
# enable gc logging
gradle test -Dtests.jvm.argline="-verbose:gc"
# enable security debugging
gradle test -Dtests.jvm.argline="-Djava.security.debug=access,failure"
------------------------------

== Backwards Compatibility Tests

Running backwards compatibility tests is disabled by default since it
requires a release version of elasticsearch to be present on the test system.
To run backwards compatibilty tests untar or unzip a release and run the tests
with the following command:

---------------------------------------------------------------------------
gradle test -Dtests.filter="@backwards" -Dtests.bwc.version=x.y.z -Dtests.bwc.path=/path/to/elasticsearch -Dtests.security.manager=false
---------------------------------------------------------------------------

Note that backwards tests must be run with security manager disabled.
If the elasticsearch release is placed under `./backwards/elasticsearch-x.y.z` the path
can be omitted:

---------------------------------------------------------------------------
gradle test -Dtests.filter="@backwards" -Dtests.bwc.version=x.y.z -Dtests.security.manager=false
---------------------------------------------------------------------------

To setup the bwc test environment execute the following steps (provided you are
already in your elasticsearch clone):

---------------------------------------------------------------------------
$ mkdir backwards && cd backwards
$ curl -O https://download.elasticsearch.org/elasticsearch/elasticsearch/elasticsearch-1.2.1.tar.gz
$ tar -xzf elasticsearch-1.2.1.tar.gz
---------------------------------------------------------------------------

== Running verification tasks

To run all verification tasks, including static checks, unit tests, and integration tests:

---------------------------------------------------------------------------
gradle check
---------------------------------------------------------------------------

Note that this will also run the unit tests and precommit tasks first. If you want to just
run the integration tests (because you are debugging them):

---------------------------------------------------------------------------
gradle integTest
---------------------------------------------------------------------------

If you want to just run the precommit checks:

---------------------------------------------------------------------------
gradle precommit
---------------------------------------------------------------------------

== Testing the REST layer

The available integration tests make use of the java API to communicate with
the elasticsearch nodes, using the internal binary transport (port 9300 by
default).
The REST layer is tested through specific tests that are shared between all
the elasticsearch official clients and consist of YAML files that describe the
operations to be executed and the obtained results that need to be tested.

The REST tests are run automatically when executing the "gradle check" command. To run only the
REST tests use the following command:

---------------------------------------------------------------------------
gradle :distribution:integ-test-zip:integTest   \
  -Dtests.class=org.elasticsearch.test.rest.RestIT
---------------------------------------------------------------------------

A specific test case can be run with

---------------------------------------------------------------------------
gradle :distribution:integ-test-zip:integTest \
  -Dtests.class=org.elasticsearch.test.rest.RestIT \
  -Dtests.method="test {p0=cat.shards/10_basic/Help}"
---------------------------------------------------------------------------

`RestNIT` are the executable test classes that runs all the
yaml suites available within the `rest-api-spec` folder.

The REST tests support all the options provided by the randomized runner, plus the following:

* `tests.rest[true|false]`: determines whether the REST tests need to be run (default) or not.
* `tests.rest.suite`: comma separated paths of the test suites to be run
(by default loaded from /rest-api-spec/test). It is possible to run only a subset
of the tests providing a sub-folder or even a single yaml file (the default
/rest-api-spec/test prefix is optional when files are loaded from classpath)
e.g. -Dtests.rest.suite=index,get,create/10_with_id
* `tests.rest.blacklist`: comma separated globs that identify tests that are
blacklisted and need to be skipped
e.g. -Dtests.rest.blacklist=index/*/Index document,get/10_basic/*
* `tests.rest.spec`: REST spec path (default /rest-api-spec/api)

Note that the REST tests, like all the integration tests, can be run against an external
cluster by specifying the `tests.cluster` property, which if present needs to contain a
comma separated list of nodes to connect to (e.g. localhost:9300). A transport client will
be created based on that and used for all the before|after test operations, and to extract
the http addresses of the nodes so that REST requests can be sent to them.

== Testing scripts

The simplest way to test scripts and the packaged distributions is to use
Vagrant. You can get started by following there five easy steps:

. Install Virtual Box and Vagrant.

. (Optional) Install vagrant-cachier to squeeze a bit more performance out of
the process:

--------------------------------------
vagrant plugin install vagrant-cachier
--------------------------------------

. Validate your installed dependencies:

-------------------------------------
gradle :qa:vagrant:checkVagrantVersion
-------------------------------------

. Download and smoke test the VMs with `gradle vagrantSmokeTest` or
`gradle vagrantSmokeTestAllDistros`. The first time you run this it will
download the base images and provision the boxes and immediately quit. If you
you this again it'll skip the download step.

. Run the tests with `gradle checkPackages`. This will cause gradle to build
the tar, zip, and deb packages and all the plugins. It will then run the tests
on ubuntu-1404 and centos-7. We chose those two distributions as the default
because they cover deb and rpm packaging and SyvVinit and systemd.

You can run on all the VMs by running `gradle checkPackagesAllDistros`. You can
run a particular VM with a command like `gradle checkOel7`. See `gradle tasks`
for a list. Its important to know that if you ctrl-c any of these `gradle`
commands then the boxes will remain running and you'll have to terminate them
with `vagrant halt`.

All the regular vagrant commands should just work so you can get a shell in a
VM running trusty by running
`vagrant up ubuntu-1404 --provider virtualbox && vagrant ssh ubuntu-1404`.

These are the linux flavors the Vagrantfile currently supports:

* ubuntu-1204 aka precise
* ubuntu-1404 aka trusty
* ubuntu-1504 aka vivid
* debian-8 aka jessie, the current debian stable distribution
* centos-6
* centos-7
* fedora-22
* oel-7 aka Oracle Enterprise Linux 7
* sles-12
* opensuse-13

We're missing the following from the support matrix because there aren't high
quality boxes available in vagrant atlas:

* sles-11
* oel-6

We're missing the follow because our tests are very linux/bash centric:

* Windows Server 2012

Its important to think of VMs like cattle. If they become lame you just shoot
them and let vagrant reprovision them. Say you've hosed your precise VM:

----------------------------------------------------
vagrant ssh ubuntu-1404 -c 'sudo rm -rf /bin'; echo oops
----------------------------------------------------

All you've got to do to get another one is

----------------------------------------------
vagrant destroy -f ubuntu-1404 && vagrant up ubuntu-1404 --provider virtualbox
----------------------------------------------

The whole process takes a minute and a half on a modern laptop, two and a half
without vagrant-cachier.

Its possible that some downloads will fail and it'll be impossible to restart
them. This is a bug in vagrant. See the instructions here for how to work
around it:
https://github.com/mitchellh/vagrant/issues/4479

Some vagrant commands will work on all VMs at once:

------------------
vagrant halt
vagrant destroy -f
------------------

`vagrant up` would normally start all the VMs but we've prevented that because
that'd consume a ton of ram.

== Testing scripts more directly

In general its best to stick to testing in vagrant because the bats scripts are
destructive. When working with a single package its generally faster to run its
tests in a tighter loop than maven provides. In one window:

--------------------------------
gradle :distribution:rpm:assemble
--------------------------------

and in another window:

----------------------------------------------------
vagrant up centos-7 --provider virtualbox && vagrant ssh centos-7
cd $RPM
sudo bats $BATS/*rpm*.bats
----------------------------------------------------

If you wanted to retest all the release artifacts on a single VM you could:

-------------------------------------------------
gradle prepareTestRoot
vagrant up trusty --provider virtualbox && vagrant ssh trusty
cd $TESTROOT
sudo bats $BATS/*.bats
-------------------------------------------------

== Coverage analysis

Tests can be run instrumented with jacoco to produce a coverage report in
`target/site/jacoco/`.

Unit test coverage:

---------------------------------------------------------------------------
mvn -Dtests.coverage test jacoco:report
---------------------------------------------------------------------------

Integration test coverage:

---------------------------------------------------------------------------
mvn -Dtests.coverage -Dskip.unit.tests verify jacoco:report
---------------------------------------------------------------------------

Combined (Unit+Integration) coverage:

---------------------------------------------------------------------------
mvn -Dtests.coverage verify jacoco:report
---------------------------------------------------------------------------

== Debugging from an IDE

If you want to run elasticsearch from your IDE, the `gradle run` task
supports a remote debugging option:

---------------------------------------------------------------------------
gradle run --debug-jvm
---------------------------------------------------------------------------

== Building with extra plugins
Additional plugins may be built alongside elasticsearch, where their
dependency on elasticsearch will be substituted with the local elasticsearch
build. To add your plugin, create a directory called x-plugins as a sibling
of elasticsearch. Checkout your plugin underneath x-plugins and the build
will automatically pick it up. You can verify the plugin is included as part
of the build by checking the projects of the build.

---------------------------------------------------------------------------
gradle projects
---------------------------------------------------------------------------