Installing Manticore on MacOS

On MacOS Manticore can be installed in two ways:

Via Homebrew package manager

Bottles are available for:

  • MacOS High Sierra
  • MacOS Mojave
  • MacOS Catalina

On older versions of MacOS it will attempt to compile from sources automatically.

brew install manticoresearch

For indexing the additional dependencies that can be installed using brew are mysql@5.7, libpq, unixodbc.

Afterwards you can start Manticore as a brew service:

brew services start manticoresearch

The configuration is located at /usr/local/etc/manticore/manticore.conf.

From tarball with binaries

Download it from the website and unpack to a folder:

mkdir manticore
tar -zxvf manticore-3.6.0-210504-96d61d8bf-release-osx10.14.4-x86_64-main.tar.gz -C manticore
cd manticore
bin/searchd  -c manticore.conf

Manticore configuration file manticore.conf is located in the directory, unpacked from the tarball.

Installing Manticore in Windows

To install Manticore in Windows you need to download the zip archive and unpack it into a folder.

In the following example we'll assume we unpack the zip contents to folder C:\Manticore.

cd C:\Manticore
unzip manticore-3.6.0-210504-96d61d8bf-release-x64-main.zip

The zip comes with a sample configuration file in manticore.conf.in. The configuration contains a @CONFDIR@ string which needs to be replaced with your data directory location. It will be the root directory of data and log folders (first is used to store indexes, second for logs). The zip package also comes with these folders, so they will be available at the location where you unzipped the package. If you want to use a different location, the two folders must be created there.

To install the searchd (Manticore search server) as a Windows service run:

C:\Manticore\bin\searchd --install --config C:\Manticore\manticore.conf.in --servicename Manticore

Make sure to use the full path of the configuration file, otherwise searchd.exe will not be able to know its location when it's started as service.

After installation the service can be started from the Services snap-in of the Microsoft Management Console.

Once started you can access Manticore using the mysql command line interface:

mysql -P9306 -h127.0.0.1

Note that in most examples in this manual we use -h0, but in Windows you need to use localhost or 127.0.0.1 for the local host.

Compiling Manticore from source

Compiling from sources can be used for custom build configurations, such as disabling some features, adding new or testing patches, if you want to contribute. For example, you can compile from sources disabling embedded ICU, if you want to replace it with another one installed in your system with possibility to upgrade it independently from Manticore.

In our CI/CD pipeline Manticore Search is compiled using these docker images, so instead of reading all the below you might want to master them and make modifications that are important for you.

General building guide

Required tools

  • C++ compiler
    • in Linux - GNU (4.7.2 and above) or Clang can be used
    • in Windows - Microsoft Visual Studio 2019 and above (community edition is enough)
    • on Mac OS - Clang (from command line tools of XCode, use xcode-select --install to install).
    • Bison, Flex - on most of the systems available as packages, on Windows available in cygwin framework.
  • Cmake - used on all the platforms (version 3.19 or above required)

Fetching sources

From git

Manticore sources are hosted on github. Clone the repo, then checkout desired branch or tag. Our public git workfow contains only main master branch, which represents bleeding-edge of development. On release we create a versioned tag, like 3.6.0, and start a new branch for current release, in this case manticore-3.6.0. The head of the versioned branch after all changes is used as source to build all binary releases. For example, to take sources of version 3.6.0 you can run:

git clone https://github.com/manticoresoftware/manticoresearch.git
cd manticoresearch
git checkout manticore-3.6.0

From archive

You can download desired code from github by using 'download zip' button. Both .zip and .tar.gz are suitable.

wget -c https://github.com/manticoresoftware/manticoresearch/archive/refs/tags/3.6.0.tar.gz
tar -zxf 3.6.0.tar.gz
cd manticoresearch-3.6.0

Configuring

Manticore uses cmake. Assume you're staying inside source dir.

mkdir build && cd build
cmake ..

The cmake script will investigate available features and configure the build according to them. By default all features considered enabled, if they're available. Also script downloads and build some external libraries assuming you want to use them. Implicitly you get support of maximal number of features.

Also, you can rule configuration explicitly, with flags and options. To demand feature FOO add -DFOO=1 to cmake call. To disable it - same way, -DFOO=0. If not explicitly noticed, enabling of not available feature (say, WITH_GALERA on MS Windows build) will cause configuration to fail with error. Disabling of a feature, apart excluding it from build, also disables it's investigation on the system, and disables their downloading/building, as it would be done for some external libs in case of implicit configuration.

Confirutation flags and options

  • USE_SYSLOG - allows to use syslog in query logging.

  • WITH_GALERA - support replication on search daemon. Support will be configured for the build. Also, sources of Galera library will be downloaded, built and final module will be included into distribution/installation. Usually it is safe if you build with galera, but not distribute the library itself (so, no galera module - no replication). But sometimes you may need to explicitly disable it. Say, if you want to build static binary which by desing can't load any libraries, so that even presence of call to 'dlopen' function inside daemon will cause link error.

  • WITH_RE2 - build with using RE2 regular expression library. It is necessary for functions like REGEX(), and regexp_filter feature.

  • WITH_RE2_FORCE_STATIC - download sources of RE2, compile them and link with them statically, so that final binaries will not depend on presence of shared RE2 library in your system.

  • WITH_STEMMER - build with using Snowball stemming library.

  • WITH_STEMMER_FORCE_STATIC - download snowball sources, compile them and link with them statically, so that final binaries will not depend on presence of shared libstemmer library in your system.

  • WITH_ICU - build with using icu, International Components for Unicode library. That is used in tokenization of Chineze, for text segmentation. It is in game when morplology like icu_chinese in use.

  • WITH_ICU_FORCE_STATIC - download icu sources, compile them and link with them statically, so that final binaries will not depend on presence of shared icu library in your system. Also include icu data file into installation/distribution. Purpose of statically linked ICU - is to have the library of known version, so that behaviour is determined and not depends on any system libraries. You most probably would prefer to use system ICU instead, because it may be updated in time without need to recompile manticore daemon. In this case it is you need to explicitly disable this option. That will also save you some place occupied by icu data file (about 30M), as it will NOT be included into distribution then.

  • WITH_SSL - used for support https, and also encrypted mysql connections to the daemon. System OpenSSL library will be linked to daemon. That implies, that OpenSSL will be required to start the daemon. That is mandatory for support of https, but not strictly mandatory for the server (i.e. no ssl means no possibility to connect by https, but other protocols will work). SSL library versions starting from 1.0.2 to 1.1.1 may be used by Manticore, however note that for the sake of security it's highly recommended to use the freshest possible SSL library. For now only v1.1.1 is supported, the rest are outdated ( see openssl release strategy

  • WITH_ZLIB - used by indexer to work with compressed columns from mysql. Used by daemon to provide support of compressed mysql proto.

  • WITH_ODBC - used by indexer to support indexing sources from ODBC providers (they're typically UnixODBC and iODBC). On MS Windows ODBC is the proper way to work witn MS SQL sources, so indexing of MSSQL also implies this flag.

  • DL_ODBC - don't link with ODBC library. If ODBC is linked, but not available, you can't start indexer tool even if you want to index something not related to ODBC. This option asks indexer to load the library in runtime only when you want to deal with ODBC source.

  • ODBC_LIB - name of ODBC library file. Indexer will try to load that file when you want to index ODBC source. That option is written automatically from available ODBC shared library investigation. You can also override that name on runtime, providing environment variable ODBC_LIB with proper path to alternative library before running indexer.

  • WITH_EXPAT - used by indexer to support indexing xmlpile sources.

  • DL_EXPAT - don't link with EXPAT library. If EXPAT is linked, but not available, you can't start indexer tool even if you want to index something not related to xmlpile. This option asks indexer to load the library in runtime only when you want to deal with xmlpile source.

  • EXPAT_LIB - name of EXPAT library file. Indexer will try to load that file when you want to index xmlpipe source. That option is written automatically from available EXPAT shared library investigation. You can also override that name on runtime, providing environment variable EXPAT_LIB with proper path to alternative library before running indexer.

  • WITH_ICONV - for support different encodings when indexing xmlpipe sources with indexer.

  • DL_ICONV - don't link with iconv library. If iconv is linked, but not available, you can't start indexer tool even if you want to index something not related to xmlpile. This option asks indexer to load the library in runtime only when you want to deal with xmlpile source.

  • ICONV_LIB - name of iconv library file. Indexer will try to load that file when you want to index xmlpipe source. That option is written automatically from available iconv shared library investigation. You can also override that name on runtime, providing environment variable ICONV_LIB with proper path to alternative library before running indexer.

  • WITH_MYSQL - used by indexer to support indexing mysql sources.

  • DL_MYSQL - don't link with mysql library. If mysql is linked, but not available, you can't start indexer tool even if you want to index something not related to mysql. This option asks indexer to load the library in runtime only when you want to deal with mysql source.

  • MYSQL_LIB - name of mysql library file. Indexer will try to load that file when you want to index mysql source. That option is written automatically from available mysql shared library investigation. You can also override that name on runtime, providing environment variable MYSQL_LIB with proper path to alternative library before running indexer.

  • WITH_POSTGRESQL - used by indexer to support indexing postgresql sources.

  • DL_POSTGRESQL - don't link with postgresql library. If postgresql is linked, but not available, you can't start indexer tool even if you want to index something not related to postgresql. This option asks indexer to load the library in runtime only when you want to deal with postgresql source.

  • POSTGRESQL_LIB - name of postgresql library file. Indexer will try to load that file when you want to index postgresql source. That option is written automatically from available postgresql shared library investigation. You can also override that name on runtime, providing environment variable POSTGRESQL_LIB with proper path to alternative library before running indexer.

  • LOCALDATADIR - default path where daemon stores binlog. If that path is not provided or disabled explicitly in daemon's runtime config (that is file manticore.conf, no way related to this build configuration), binlogs will be placed to this path. It is assumed to be absolute, however that is not strictly necessary, and you may play with relative values also. You most probably would not, however, change default value defined by configuration, which, depending on target system, might be something like /var/data, /var/lib/manticore/data, or /usr/local/var/lib/manticore/data.

  • FULL_SHARE_DIR - default path where all assets are stored. It may be overriden by environment variable FULL_SHARE_DIR before starting any tool which uses files from that folder. That is quite important path, as many things are by default expected there. That are - predefined charset tables, stopwords, manticore modules and icu data files - all placed into that folder. Configuration script usually determines that path to be something like /usr/share/manticore, or /usr/local/share/manticore.

  • DISTR_BUILD - shortcut of the options for releasing packages. That is string value with the name of the target platform. It may be used instead of manually configuring all the stuff. On debian and redhat linuxes default falue might be determined by light introspection and set to generic 'debian' or 'rhel'. Otherwize value is not defined.

  • PACK - even more shortcut. It reads DISTR environment variable, assigns it to DISTR_BUILD param and then works as usual. That is very useful when building in prepared build systems, like docker containers, where that DISTR variable is set on system level and reflects target system for which such container intended.

  • CMAKE_INSTALL_PREFIX (path) - where manticore except itself installed. Building installs nothing, but prepares installation rules which are executed once you run cmake --install command, or create a package and then install it. Prefix may be freely changed anytime, even during install - by invoking cmake --install . --prefix /path/to/installation. However, at config time this variable once used to initialize default values of LOCALDATADIR and FULL_SHARE_DIR. So, for example, setting it to /my/custom at configure time will hardcode LOCALDATADIR as /my/custom/var/lib/manticore/data, and FULL_SHARE_DIR as /my/custom/usr/share/manticore.

  • BUILD_TESTING (bool) whether to support testing. If enabled, after the build you can run 'ctest' and test the build. Note that testing implies additional dependencies, like at least presence of PHP cli, python and available mysql server with test database. By default this param is on. So, for 'just build', you might want to disable the option by explicitly specifying 'off' value.

  • LIBS_BUNDLE - path to a folder with different libraries. This is mostly relevant for Windows building, but may be also helpful if you build quite often, in order to avoid downloading third-party sources each time. That path is never modified by configuring script in default behaviour; you should put everything there by youself. When, say, we want support of stemmer - the sources will be downloaded from snowball homepage, then extracted, configured, built, etc. Originall source tarball (which is libstemmer_c.tgz) you may store to that folder. Next time you want to build from scratch, configure script looks first to the bundle, and if it found stemmer there, it will not download it again from internet.

  • CACHEB - path to a folder with stored builds of 3-rd party libraries. Usually features like galera, re2, icu, etc. first downloaded or being got from bundle, then unpacked, built and installed into temporary internal folder. When building manticore that folder is then used as the place where the things required to support asked feature are live. Finally they either link with manticore, if it is library; either go directly to distribution/installation (like galera or icu data). When CACHEB is defined either as cmake config param, either as system environment variable, it is used as target folder for that builds. This folder might be kept across builds, so that stored libraries there will not be rebuilt anymore, making whole build process much shorter.

Note, that some options organized in triples: WITH_XXX, DL_XXX and XXX_LIB - like support of mysql, odbc, etc. WITH_XXX deternimes whether next two has effect or not. I.e., if you set WITH_ODBC to 0 - there is no sence to provide DL_ODBC and ODBC_LIB, and these two will have no effect if whole feature is disabled. Also, XXX_LIB has no sense without DL_XXX, because if you don't want DL_XXX option, dynamic loading will not be used, and name provided by XXX_LIB is useless. That is used by default introspection.

Also, using iconv library assumes expat and is useless if last is disabled.

Also, some libraries may be always available, and so, there is no sence to avoid linkage with them. For example, in windows that is ODBC. On Mac Os that is Expat, iconv and m.b. others. Default introspection determines such libraries and effectively emits only WITH_XXX for them, without DL_XXX and XXX_LIB, that makes the things simpler.

With some options in game configuring might look like:

mkdir build && cd build
cmake -DWITH_MYSQL=1 -DWITH_RE2=1 ..

Apart general configuration values, you may also investigate file CMakeCache.txt which is left in build folder right after you run configuration. Any values defined there might be redefined explicitly when running cmake. For example, you may run cmake -DHAVE_GETADDRINFO_A=FALSE ..., and that config run will not assume investigated value of that variable, but will use one you've provided.

Specific environment variables

Environment variables are useful to provide some kind of global settings which are stored aside build configuration and just present 'always'. For persistency they may be set globally on the system using different ways - like add them to .bashrc file, or embedd into Dockerfile if you produce docker-based build system, or write in system preferences environment variables on Windows. Also you may set them short-live using export VAR=value in the shell. Or even shorter, prepending values to cmake call, like CACHEB=/my/cache cmake ... - this way it will only work on this call and will not be visible on the next.

Some of such variables are known to be used in general by cmake and some other tools. That is things like CXX which determines current C++ compiler, or CXX_FLAGS to provide compiler flags, etc.

However we have some of the variables specific to manticore configuration, which are invented solely for our builds.

  • CACHEB - same as config CACHEB option
  • LIBS_BUNDLE - same as config LIBS_BUNDLE option
  • DISTR - used to initialize DISTR_BUILD option when -DPACK=1 is used.
  • DIAGNOSTIC - make output of cmake configuration much more verbose, explaining every thing happening
  • WRITEB - assumes LIBS_BUNDLE, and if set, will download source archive files for different tools to LIBS_BUNDLE folder. That is, if fresh version of stemmer came out - you can manually remove libstemmer_c.tgz from the bundle, and then run oneshot WRITEB=1 cmake ... - it will not found stemmer's sources in the bundle, and then download them from vendor's site to the bundle (without WRITEB it will download them into some temporary folder inside build and it will dissapear as you wipe the build folder).

At the end of configuration you may see what is available and will be used in the list like this one:

-- Enabled features compiled in:
 * Galera, replication of indexes
 * re2, a regular expression library
 * stemmer, stemming library (Snowball)
 * icu, International Components for Unicode
 * OpenSSL, for encrypted networking
 * ZLIB, for compressed data and networking
 * ODBC, for indexing MSSQL (windows) and generic ODBC sources with indexer
 * EXPAT, for indexing xmlpipe sources with indexer
 * Iconv, for support different encodings when indexing xmlpipe sources with indexer
 * Mysql, for indexing mysql sources with indexer
 * PostgreSQL, for indexing postgresql sources with indexer

Building

cmake --build . --config RelWithDebInfo

Installation

To install run:

cmake --install . --config RelWithDebInfo

to install into custom (non-default) folder, run

cmake --install . --prefix path/to/build --config RelWithDebInfo

Building packages

For building package use target package. It will build package according to selection, provided by -DDISTR_BUILD option. By default it will be a simple .zip or .tgz archive with all binaries and supplement files.

cmake --build . --target package --config RelWithDebInfo

Building for Linux systems via Docker

For preparing official packages we use docker containers. They include all necessary environment components and are proved as working solutions by our own builds. You can recreate any of them using Dockerfiles and README.md instruction, provided in dist/build_dockers/ folder of the sources. That is easiest way to make the binaries for any supported Linux distribution, and also make packages there. Each docker provides DISTR environment variable, which is consumed by applying PACK config option, so that whole configuring might be done by single cmake -DPACK=1 /path/to/sources.

For example, to create RedHat 7 package 'as official', but without embedded ICU with it's big datafile, you may execute (implies that sources are placed in /manticore/sources folder of the host):

docker run -it --rm -v /manticore/sources:/manticore registry.gitlab.com/manticoresearch/dev/bionic_cmake:320 bash
# following is inside docker shell. By default, workdir will be in the source folder, mounted as volume from the host. 
RELEASE_TAG="noicu"
mkdir build && cd build
cmake -DPACK=1 -DBUILD_TAG=$RELEASE_TAG -DWITH_ICU_FORCE_STATIC=0 ..
cmake --build . --target package

Some advanced things about building

Recompilation (update) on single-config

If you didn't change the path for sources and build, just move to you build folder and run:

cmake .
cmake --build . --clean-first --config RelWithDebInfo

If by any reason it doesn't work, you can delete file CMakeCache.txt located in the build folder. After this step you have to run cmake again, pointing to the source folder and configuring the options.

If it also doesn't help, just wipe out your build folder and begin from scratch.

Build types

  • shortly - just provide --config RelWithDebInfo as written above. It will make no mistake ).

We use two build types. For development it is Debug - it assigns compiler flags for optimization and other things the way that it is very friendly for development, in means debug runs with step-by-step execution. However, produced binaries are quite large and slow for production. For releasing we use another type - RelWithDebInfo - which means 'release build with debug info'. It produces production binaries with embedded debug info. Last then split away into separate debuginfo packages which are stored aside with release packages and might be used if some abnormal things, like crashes, happens - for investigation and bugfixing. Cmake also provides Release and MinSizeRel, but we're not using them. If build type is not available, cmake will make noconfig build.

Build system generators

There are two types of generators: single-config and multi-config.

  • single-config needs build type provided on configuration, via CMAKE_BUILD_TYPE parameter. If it is not defined, build fall-back to RelWithDebInfo type which is quite well if you want just build manticore from sources and not going to participate in development. For explicit build you should provide build type, like -DCMAKE_BUILD_TYPE=Debug.
  • multi-config selects build type during the build. It should be provided with --config option, otherwise it will build kind of noconfig, which is quite strange and not desirable. So, you should always specify build type, like --config Debug.

If you want to specify build type, but don't want to care about whether it is 'single' or 'multi' config generator - just provide necessary keys in both places. I.e., configure with -DCMAKE_BUILD_TYPE=Debug, and then build with --config Debug. Just be sure that both values are same. If target builder is single-config, it will consume confirutation param. If it is multi-config, configuration param will be ignored, but correct build confirutation will then be selected by --config key.

If you want RelWihtDebInfo (i.e. just build for production) and know you're on single-config platform (that is all, except Windows) - you can omit --config flag on cmake invocation. Default CMAKE_BUILD_TYPE=RelWithDebInfo will be configured then, and used. All the commands for 'building', 'installation' and 'building package' will become shorter then.

Explicitly select build system generators

Cmake is the tool which is not performing building by itself, but it generates rules for local build system. Usually it determines available build system well, but sometimes you might need to provide generator explicitly. You can run cmake -G and review the list of available generators.

  • on Windows, if you have more than one version ov Visual Studio installed, you might need to specify which one to use, as:
    cmake -G "Visual Studio 16 2019" ....
  • on all other platforms - usually Unix makefiles are in game, but you can specify another one, as Ninja, or Ninja Multi-Config, as:
    cmake -GNinja ... 

    or

    cmake -G"Ninja Multi-Config" ...

    Ninja Multi-Config is quite useful, as it is really 'multi-config', and available on linux/macos/bsd. With this generator you may shift choosing of configuration type to build time, and also you may build several configurations in one and same build folder, changing only --config param.

Caveats

  1. If you want to finally build full-featured RPM package, path to build directory must be long enough in order to correctly build debug symbols. Like /manticore012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789, for example. That is because RPM tools modify the path over compiled binaries when building debug info, and it can just write over existing room and won't allocate more. Above mentioned long path has 100 chars and that is quite enough for such case.

External depenencies

Some libraries should be available if you want to use them.

  • for indexing (indexer tool): expat, iconv, mysql, odbc, postgresql. Without them, you could only index tsv and csv sources.
  • for serving queries (searchd daemon): openssl might be necessary.
  • for all (required, mandatory!) we need Boost library. Minimal version is 1.61.0, however we build the binaries with fresher 1.75.0. Even more fresh (like 1.76) should also be ok. On Windows you can download pre-built Boost from their site (boost.org) and install into default suggested path (that is C:\boost...). On Mac Os the one provided in brew is ok. On linuxes you can check available version in official repositories, and if it doesn't match requirements you can build from sources. We need component 'context', you can also build components 'system' and 'program_options', they will be necessary if you also want to build Galera library from the sources. Look into dist/build_dockers/xxx/boost_175/Dockerfile for a short self-documented script/instruction how to do it.

On build system you need 'dev' or 'devel' versions of that packages installed (i.e. - libmysqlclient-devel, unixodbc-devel, etc. Look to our dockerfiles for the names of concrete packages).

On run systems these packages should present at least in final (non-dev) variants. (devel variants usually larger, as they include not only target binaries, but also different development stuff like include headers, etc.).

Building on Windows

Apart necessary pre-requisites, you might need prebuilt expat, iconv, mysql and postgresql client libraries. You have either to build them yourself, either contact us to get our build bundle (that is simple zip archive where folder with these targets located).

See what is compiled

Run indexer -h. It will say which features was configured and built (whenever they're explicit, or investigated, doesn't matter):

Built on Linux x86_64 by GNU 8.3.1 compiler.

Configured with these definitions: -DDISTR_BUILD=rhel8 -DUSE_SYSLOG=1 -DWITH_GALERA=1 -DWITH_RE2=1 -DWITH_RE2_FORCE_STATIC=1
-DWITH_STEMMER=1 -DWITH_STEMMER_FORCE_STATIC=1 -DWITH_ICU=1 -DWITH_ICU_FORCE_STATIC=1 -DWITH_SSL=1 -DWITH_ZLIB=1 -DWITH_ODBC=1 -DDL_ODBC=1
-DODBC_LIB=libodbc.so.2 -DWITH_EXPAT=1 -DDL_EXPAT=1 -DEXPAT_LIB=libexpat.so.1 -DWITH_ICONV=1 -DWITH_MYSQL=1 -DDL_MYSQL=1
-DMYSQL_LIB=libmariadb.so.3 -DWITH_POSTGRESQL=1 -DDL_POSTGRESQL=1 -DPOSTGRESQL_LIB=libpq.so.5 -DLOCALDATADIR=/var/lib/manticore/data
-DFULL_SHARE_DIR=/usr/share/manticore