Web crawler (beta) reference
editWeb crawler (beta) reference
editThe Elastic Enterprise Search web crawler is a beta feature. Beta features are subject to change and are not covered by the support SLA of general release (GA) features. Elastic plans to promote this feature to GA in a future release.
See Web crawler (beta) for a guided introduction to the Elastic Enterprise Search web crawler.
Refer to the following sections for terms, definitions, tables, and other detailed information.
- Crawl
- Content extraction and indexing
- Content inclusion and exclusion
- Content deletion
- Domain
- Entry point
- Canonical URL link tag
- Robots meta tags
- Meta tags and data attributes to extract custom fields
- Nofollow link
- Crawl status
- Web crawler schema
- Web crawler events logs
- Web crawler configuration settings
Crawl
editA crawl is a process, associated with an engine, by which the web crawler discovers web content, and extracts and indexes that content into the engine as search documents.
During a crawl, the web crawler stays within user-defined domains, starting from specific entry points, and it discovers additional content according to crawl rules. Operators and administrators manage crawls through the App Search dashboard.
Each crawl also respects instructions within robots.txt files and sitemaps, and instructions embedded within HTML files using canonical link tags, robots meta tags, and nofollow links.
Operators can monitor crawls using the ID and status of each crawl, and using the web crawler events logs.
Each engine may run one active crawl at a time, but multiple engines can run crawls concurrently.
Each re-crawl is a full crawl. Partial crawls are not supported at this time.
Content discovery
editTo begin each crawl, the web crawler populates a crawl queue with the entry points for the crawl and the URLs provided by any sitemaps. It then begins fetching and parsing each page in the queue. The crawler handles each page according to its HTTP response status code.
As the web crawler discovers additional URLs, it uses the crawl rules from the crawl configuration, the directives from any robots.txt files, and instructions embedded within the content to determine which of those URLs it is allowed to crawl. The crawler adds the allowed URLs to the crawl queue.
If a page is not linked from other pages, the web crawler will not discover it. Refer to the web of pages in the following image. The crawler will not discover the page outlined in red, unless an admin adds its URL as an entry point for the domain or includes the URL in a sitemap:
The web crawler continues fetching and adding to the crawl queue until the URL queue is empty, the crawler hits a resource limit, or the crawl fails unexpectedly.
The crawler logs detailed events while it crawls, which allow monitoring and auditing of the content discovery process.
Crawl state
editEach crawl persists its state to Elasticsearch, allowing the crawl to resume after a restart or shutdown.
The persisted data includes:
- Crawl URL queue: A list of all outstanding URLs the crawler needs to visit before the end of the crawl.
- Seen URLs list: A list of all unique URLs the crawler has seen during the crawl. The crawler uses this list to avoid visiting the same page twice.
Crawl state indexes are automatically removed at the end of each crawl. The name of each of these indexes includes the ID of the corresponding crawl request. You can use this information to clean up disk space if the automated cleanup process fails for any reason.
Depending on the size of your site, crawl state indexes may become large. Each page you have will generate a record in at least one of those indexes, meaning sites with millions of pages will generate indexes with millions of records.
Monitor disk space on your Elasticsearch clusters, and ensure your deployment has enough disk space to avoid stability issues.
Content extraction and indexing
editContent extraction is the process where the web crawler transforms an HTML document into a search document. And indexing is the process where the crawler puts the search document into an App Search engine for searching.
During content extraction, the web crawler checks for duplicate content. The crawler indexes duplicate web documents as a single search document.
The web crawler extracts each web document into a predefined schema before indexing it as a search document. Custom field extraction is supported via meta tags and attributes.
During a crawl, the web crawler uses HTTP response status codes and robots meta tags to determine which documents it is allowed to index.
Content inclusion and exclusion
editInject HTML data
attributes into your web pages to instruct the web crawler to include or exclude particular sections from extracted content. For example, use this feature to exclude navigation and footer content when crawling, or to exclude sections of content only intended for screen readers.
For all pages that contain HTML tags with a data-elastic-include
attribute, the crawler will only index content within those tags.
For all pages that contain HTML tags with a data-elastic-exclude
attribute, the crawler will skip those tags from content extraction. You can nest data-elastic-include
and data-elastic-exclude
tags, too.
The web crawler will still crawl any links that appear inside excluded sections as long as the configured crawl rules allow them.
A simple content exclusion rule example:
<body> <p>This is your page content, which will be indexed by the App Search web crawler. <div data-elastic-exclude>Content in this div will be excluded from the search index</div> </body>
In this more complex example with nested exclusion and inclusion rules, the web crawler will only extract "test1 test3 test5 test7" from the page.
<body> test1 <div data-elastic-exclude> test2 <div data-elastic-include> test3 <div data-elastic-exclude> test4 <div data-elastic-include>test5</div> </div> </div> test6 </div> test7 </body>
Content deletion
editThe web crawler must also delete documents from an engine to keep its documents in sync with the corresponding web content.
During a crawl, the web crawler uses HTTP response status codes to determine which documents to delete. However, this process cannot delete stale documents in the engine that are no longer linked to on the web.
Therefore, at the conclusion of each crawl, the web crawler begins an additional "purge" crawl, which fetches URLs that exist in the engine, but have not been seen on the web during recent crawls.
The crawler deletes from the engine all documents that respond with 4xx
and 3xx
responses during the phase.
Domain
editA domain is a website or other internet realm that is the target of a crawl. Each domain belongs to a crawl, and each crawl has one or more domains.
See Manage domains to manage domains for a crawl.
A crawl always stays within its domains when discovering content. It cannot discover and index content outside of its domains.
Each domain has a domain URL that identifies the domain using a protocol and hostname. The domain URL must not include a path.
Each unique combination of protocol and hostname is a separate domain. Each of the following is its own domain:
-
http://example.com
-
https://example.com
-
http://www.example.com
-
https://www.example.com
-
http://shop.example.com
-
https://shop.example.com
Each domain has:
- One or more entry points
- One or more crawl rules
- Zero or one robots.txt files
- Zero or more sitemaps
Entry point
editAn entry point is a path within a domain that serves as a starting point for a crawl. Each entry point belongs to a domain, and each domain has one or more entry points.
See Manage entry points to manage entry points for a domain.
Use entry points to instruct the crawler to fetch URLs it would otherwise not discover. For example, if you’d like to index a page that isn’t linked from other pages, add the page’s URL as an entry point.
Ensure the entry points for each domain are allowed by the domain’s crawl rules, and the directives within the domain’s robots.txt file. The web crawler will not fetch entry points that are disallowed by crawl rules or robots.txt directives.
You can also inform the crawler of URLs using sitemaps.
Sitemap
editA sitemap is an XML file, associated with a domain, that informs web crawlers about pages within that domain. XML elements within the sitemap identify specific URLs that are available for crawling.
These elements are similar to entry points. You can therefore choose to submit URLs to the Enterprise Search web crawler using sitemaps, entry points, or a combination of both.
You may prefer using sitemaps over entry points for any of the following reasons:
- You have already been publishing sitemaps for other web crawlers.
- You don’t have access to the web crawler UI.
- You prefer the sitemap file interface over the web crawler web interface.
Use sitemaps to inform the web crawler of pages you think are important, or pages that are isolated and not linked from other pages. However, be aware the web crawler will visit only those pages from the sitemap that are allowed by the domain’s crawl rules and robots.txt file directives.
Sitemap discovery and management
editTo add a sitemap to a domain, you can specify it within a robots.txt file. At the start of each crawl, the web crawler fetches and processes each domain’s robots.txt file and each sitemap specified within those robots.txt files.
See Manage sitemaps to manage sitemaps for your domains.
Sitemap format and technical specification
editThe sitemaps standard defines the format and technical specification for sitemaps. Refer to the standard for the required and optional elements, character escaping, and other technical considerations and examples.
The Enterprise Search web crawler does not process optional meta data defined by the standard. The crawler extracts a list of URLs from each sitemap and ignores all other information.
Ensure each URL within your sitemap matches the exact domain (here defined as scheme + host + port) for your site.
Different subdomains (like www.example.com
and blog.example.com
) and different schemes (like http://example.com
and https://example.com
) require separate sitemaps.
The Enterprise Search web crawler also supports sitemap index files. Refer to Using sitemap index files within the sitemap standard for sitemap index file details and examples.
Crawl rule
editA crawl rule is a crawler instruction to allow or disallow specific paths within a domain. Each crawl rule belongs to a domain, and each domain has one or more crawl rules.
See Manage crawl rules to manage crawl rules for a domain.
During content discovery, the web crawler discovers new URLs and must determine which it is allowed to follow.
Each URL has a domain (e.g. https://example.com
) and a path (e.g. /category/clothing
or /c/Credit_Center
).
The web crawler looks up the crawl rules for the domain, and applies the path to the crawl rules to determine if the path is allowed or disallowed. The crawler evaluates the crawl rules in order. The first matching crawl rule determines the policy for the newly discovered URL.
Each crawl rule has a path pattern, a rule, and a policy. To evaluate each rule, the web crawler compares a newly discovered path to the path pattern, using the logic represented by the rule, resulting in a policy.
The policy for each URL is also affected by directives in robots.txt files. The web crawler will crawl only those URLs that are allowed by crawl rules and robots.txt directives.
Crawl rule logic (rules)
editThe logic for each rule is as follows:
- Begins with
-
The path pattern is a literal string except for the character
*
, which is a meta character that will match anything.The rule matches when the path pattern matches the beginning of the path (which always begins with
/
).If using this rule, begin your path pattern with
/
. - Ends with
-
The path pattern is a literal string except for the character
*
, which is a meta character that will match anything.The rule matches when the path pattern matches the end of the path.
- Contains
-
The path pattern is a literal string except for the character
*
, which is a meta character that will match anything.The rule matches when the path pattern matches anywhere within the path.
- Regex
-
The path pattern is a regular expression compatible with the Ruby language regular expression engine. In addition to literal characters, the path pattern may include metacharacters, character classes, and repetitions. You can test Ruby regular expressions using Rubular.
The rule matches when the path pattern matches the beginning of the path (which always begins with
/
).If using this rule, begin your path pattern with
\/
or a metacharacter or character class that matches/
.
Crawl rule matching
editThe following table provides examples of crawl rule matching:
URL path | Rule | Path pattern | Match? |
---|---|---|---|
|
Begins with |
|
YES |
|
Begins with |
|
YES |
|
Begins with |
|
NO |
|
Begins with |
|
NO |
|
Ends |
|
YES |
|
Ends |
|
YES |
|
Ends |
|
NO |
|
Ends |
|
NO |
|
Contains |
|
YES |
|
Contains |
|
NO |
|
Regex |
|
YES |
|
Regex |
|
NO |
|
Regex |
|
NO |
Crawl rule order
editThe first crawl rule to match determines the policy for the URL. Therefore, the order of the crawl rules is significant.
The following table demonstrates how crawl rule order affects the resulting policy for a path:
Path | Crawl rules | Resulting policy |
---|---|---|
|
1. 2. |
DISALLOW |
|
1. 2. |
ALLOW |
Restricting paths using crawl rules
editThe domain dashboard adds a default crawl rule to each domain: Allow
if Regex
.*
.
You cannot delete or re-order this rule through the dashboard.
This rule is permissive, allowing all paths within the domain. To restrict paths, use either of the following techniques:
Add rules that disallow specific paths (e.g. disallow the blog):
Policy | Rule | Path pattern |
---|---|---|
|
|
|
|
|
|
Or, add rules that allow specific paths and disallow all others (e.g. allow only the blog):
Policy | Rule | Path pattern |
---|---|---|
|
|
|
|
|
|
|
|
|
When you restrict a crawl to specific paths, be sure to add entry points that allow the crawler to discover those paths.
For example, if your crawl rules restrict the crawler to /blog
, add /blog
as an entry point.
If you leave only the default entry point of /
, the crawl will end immediately, since /
is disallowed.
Robots.txt file
editA robots.txt file is a plain text file, associated with a domain, that provides instructions to web crawlers. The instructions within the file, also called directives, communicate which paths within that domain are disallowed (and allowed) for crawling.
The directives within a robots.txt file are similar to crawl rules. You can therefore choose to manage inclusion and exclusion through robots.txt files, crawl rules, or a combination of both. The Enterprise Search web crawler will crawl only those paths that are allowed by the crawl rules for the domain and the directives within the robots.txt file for the domain.
You may prefer using a robots.txt file over crawl rules for any of the following reasons:
- You have already been publishing a robots.txt file for other web crawlers.
- You don’t have access to the web crawler UI.
- You prefer the robots.txt file interface over the web crawler web interface.
You can also use a robots.txt file to specify sitemaps for a domain.
Robots.txt file discovery and management
editAt the start of each crawl, the web crawler fetches and processes the robots.txt file for each domain. When fetching a robots.txt file, the crawler handles 2xx, 4xx, and 5xx responses differenty. See Robots.txt file response code handling for an explanation of each response.
See Manage robots.txt files to manage robots.txt files for your domains.
Robots.txt file format and technical specification
editSee Robots exclusion standard on Wikipedia for a summary of robots.txt conventions.
Canonical URL link tag
editA canonical URL link tag is an HTML element you can embed within pages that contain duplicate content. The canonical URL link tag indicates the URL of the canonical page with the same content.
Template:
<link rel="canonical" href="{CANONICAL_URL}">
Example:
<link rel="canonical" href="https://example.com/categories/dresses/starlet-red-medium">
Robots meta tags
editRobots meta tags are HTML elements you can embed within pages to prevent the crawler from following links or indexing content.
Template:
<meta name="robots" content="{DIRECTIVES}">
Supported directives:
-
noindex
- The web crawler will not index the page.
-
nofollow
-
The web crawler will not follow links from the page (i.e. will not add links to the crawl queue). The web crawler logs a
url_discover_denied
event for each link.The directive does not prevent the web crawler from indexing the page.
Examples:
<meta name="robots" content="noindex"> <meta name="robots" content="nofollow"> <meta name="robots" content="noindex, nofollow">
Meta tags and data attributes to extract custom fields
editWith meta tags and data attributes you can extract custom fields from your HTML pages.
Template:
<head> <meta class="elastic" name="{FIELD_NAME}" content="{FIELD_VALUE}"> </head> <body> <div data-elastic-name="{FIELD_NAME}">{FIELD_VALUE}</div> </body>
The crawled document for this example
<head> <meta class="elastic" name="product_price" content="99.99"> </head> <body> <h1 data-elastic-name="product_name">Printer</h1> </body>
will include 2 additional fields
{ "product_price": "99.99", "product_name": "Printer" }
For compatibility with Elastic Site Search, the crawler also supports the class value swiftype
on meta elements and the data attribute data-swiftype-name
on elements within the body.
Nofollow link
editNofollow links are HTML links that instruct the crawler to not follow the URL.
The web crawler will not follow links that include rel="nofollow"
(i.e. will not add links to the crawl queue).
The web crawler logs a url_discover_denied
event for each link.
The link does not prevent the web crawler from indexing the page in which it appears.
Template:
<a rel="nofollow" href="{LINK_URL}">{LINK_TEXT}</a>
Example:
<a rel="nofollow" href="/admin/categories">Edit this category</a>
Crawl status
editEach crawl has a status, which quickly communicates its state.
See View crawl status to view the status for a crawl.
All crawl statuses:
- Pending
- The crawl is enqueued and will start after resources are available.
- Starting
- The crawl is starting. You may see this status briefly, while a crawl moves from pending to running.
- Running
- The crawl is running.
- Success
- The crawl completed without error. The web crawler may stop a crawl due to hitting resource limits. Such a crawl will report its status as success, as long as it completes without error.
- Canceling
- The crawl is canceling. You may see this status briefly, after choosing to cancel a crawl.
- Canceled
- The crawl was intentionally canceled and therefore did not complete.
- Failed
- The crawl ended unexpectedly. View the web crawler events logs for a message providing an explanation.
- Skipped
- An automatic crawl was skipped because another crawl was active at the time.
HTTP response status codes handling
editThe following sections describe how the web crawler handles HTTP response status codes for HTML documents and robots.txt files.
HTML response code handling
editCode | Description | Web crawler behavior |
---|---|---|
|
Success |
The web crawler extracts and de-duplicates the page’s content into a search document. Then it indexes the document into the engine, replacing an existing document with the same content if present. |
|
Redirection |
The web crawler follows all redirects within configured domains recursively until it receives a |
|
Permanent error |
The web crawler assumes this error is permanent. It therefore does not index the document. Furthermore, if the document is present in the engine, the web crawler deletes the document. |
|
Temporary error |
The web crawler optimistically assumes this error will resolve in the future. If the engine already contains a document representing the page, the document is updated to indicate the page was inaccessible. After the page is inaccessible for three consecutive crawls, the document is deleted from the engine. |
Robots.txt file response code handling
editCode | Description | Web crawler behavior |
---|---|---|
|
Success |
The web crawler processes and honors the directives for the domain within the robots.txt file. |
|
Redirect |
The web crawler follows redirects (including redirects to external domains) until it receives a |
|
Permanent error |
The web crawler assumes this error is permanent and no specific rules exist for the domain. It therefore allows all paths for the domain (subject to crawl rules). |
|
Temporary error |
The web crawler optimistically assumes this error will resolve in the future. However, in the interim, the crawler does not know which paths are allowed and disallowed. It therefore disallows all paths for the domain. |
Web crawler schema
editThe web crawler indexes search documents using the following schema. All fields are strings or arrays of strings.
-
additional_urls
- The URLs of additional pages with the same content.
-
body_content
-
The content of the page’s
<body>
tag with all HTML tags removed. Truncated tocrawler.extraction.body_size.limit
. -
content_hash
- A "fingerprint" to uniquely identify this content. Used for de-duplication and re-crawling.
-
domains
- The domains in which this content appears.
-
headings
-
The text of the page’s HTML headings (
h1
-h6
elements). Limited bycrawler.extraction.headings_count.limit
. -
id
- The unique identifier for the page.
-
links
-
Links found on the page.
Limited by
crawler.extraction.indexed_links_count.limit
. -
meta_description
-
The page’s description, taken from the
<meta name="description">
tag. Truncated tocrawler.extraction.description_size.limit
. -
meta_keywords
-
The page’s keywords, taken from the
<meta name="keywords">
tag. Truncated tocrawler.extraction.keywords_size.limit
. -
title
-
The title of the page, taken from the
<title>
tag. Truncated tocrawler.extraction.title_size.limit
. -
url
- The URL of the page.
-
url_host
- The hostname or IP from the page’s URL.
-
url_path
- The full pathname from the page’s URL.
-
url_path_dir1
- The first segment of the pathname from the page’s URL.
-
url_path_dir2
- The second segment of the pathname from the page’s URL.
-
url_path_dir3
- The third segment of the pathname from the page’s URL.
-
url_port
- The port number from the page’s URL (as a string).
-
url_scheme
- The scheme of the page’s URL.
In addition to these predefined fields, you can also extract custom fields via meta tags and attributes.
Web crawler events logs
editThe web crawler logs many events while discovering, extracting, and indexing web content.
To view these events, see View web crawler events logs.
For a complete reference of all events, see Web crawler (beta) events logs reference.
Web crawler configuration settings
editOperators can configure several web crawler settings.
See Configuration in the Enterprise Search documentation for a complete list of Enterprise Search configuration settings.
The following settings apply to the web crawler:
# ------------------------------ Crawler Preview ------------------------------ # # The User-Agent HTTP Header used for the Crawler. # #crawler.http.user_agent: Elastic Crawler (<crawler_version_number>) # # The user agent platform used for the Crawler with identifying information: # https://developer.mozilla.org/en-US/docs/Web/HTTP/Headers/User-Agent#syntax # Note: this value will be added as a suffix to `crawler.http.user_agent` and # used as the final User-Agent Header. # #crawler.http.user_agent_platform: # # The number of parallel crawls allowed per instance of Enterprise Search. # By default, it is set to 2x the number of available CPU cores. # #crawler.workers.pool_size.limit: N # # ------------------------- # Per-crawl Resource Limits # ------------------------- # # These limits guard against infinite loops and other traps common to # production web crawlers. # # If your crawler is hitting these limits, try changing your crawl rules # or the content you're crawling. Adjust these limits as a last resort. # # # The maximum duration of a crawl, in seconds. Beyond this limit, the # crawler will stop, abandoning all remaining URLs in the crawl queue. # #crawler.crawl.max_duration.limit: 86400 # seconds # # The maximum number of sequential pages the crawler will traverse starting # from the given set of entry points. Beyond this limit, the crawler will stop # discovering new links. # #crawler.crawl.max_crawl_depth.limit: 10 # # The maximum number of characters within each URL to crawl. The crawler # will skip URLs that exceed this length. # #crawler.crawl.max_url_length.limit: 2048 # # The maximum number of segments within the path of each URL to crawl. The # crawler will skip URLs whose paths exceed this length. # Example: The path '/a/b/c/d' has 4 segments. # #crawler.crawl.max_url_segments.limit: 16 # # The maximum number of query parameters within each URL to crawl. The # crawler will skip URLs that exceed this length. # Example: The query string in '/a?b=c&d=e' has 2 query parameters. # #crawler.crawl.max_url_params.limit: 32 # # The maximum number of unique URLs the crawler will index during a single crawl. # Beyond this limit, the crawler will stop. # #crawler.crawl.max_unique_url_count.limit: 100000 # # ------------------------- # Advanced Per-crawl Limits # ------------------------- # # The number of parallel threads to use for each crawl. # The main effect from increasing this value will be an increased throughput # of the crawler at the expense of higher CPU load on Enterprise Search and # Elasticsearch instances as well as higher load on the website being crawled. # #crawler.crawl.threads.limit: 10 # # The maximum size of the crawl frontier - the list of URLs the crawler needs to visit. # The list is stored in Elasticsearch, so the limit could be increased as long # as the Elasticsearch cluster has enough resources (disk space) to hold the queue index. # #crawler.crawl.url_queue.url_count.limit: 100000 # # --------------------------- # Per-Request Timeout Limits # --------------------------- # # The maximum period to wait until abortion of the request, when a connection is being initiated. # #crawler.http.connection_timeout: 10 # seconds # # The maximum period of inactivity between two data packets, before the request is aborted. # #crawler.http.read_timeout: 10 # seconds # # The maximum period of the entire request, before the request is aborted. # #crawler.http.request_timeout: 60 # seconds # # --------------------------- # Per-Request Resource Limits # --------------------------- # # The maximum size of an HTTP response (in bytes) supported by the crawler. # #crawler.http.response_size.limit: 10485760 # # The maximum number of HTTP redirects before a request is failed. # #crawler.http.redirects.limit: 10 # # ---------------------------------- # Content Extraction Resource Limits # ---------------------------------- # # The maximum size (in bytes) of some fields extracted from crawled pages # #crawler.extraction.title_size.limit: 1024 #crawler.extraction.body_size.limit: 5242880 #crawler.extraction.keywords_size.limit: 512 #crawler.extraction.description_size.limit: 1024 # # The maximum number of links extracted from each page for further crawling # #crawler.extraction.extracted_links_count.limit: 1000 # # The maximum number of links extracted from each page and indexed in a document # #crawler.extraction.indexed_links_count.limit: 25 # # The maximum number of HTML headers to be extracted from each page # #crawler.extraction.headings_count.limit: 25 # # Document fields used to compare documents during de-duplication # #crawler.extraction.content_hash_include: ['document_title', 'document_body', 'meta_keywords', 'meta_description', 'links', 'headings'] # # ------------------------------ # Crawler HTTP Security Controls # ------------------------------ # # A list of custom SSL Certificate Authority certificates to be used for all # connections made by the crawler to your websites. These certificates are added # to the standard list of CA certificates trusted by the JVM. # # Please note: Each item in this list could be a file name of a certificate in # PEM format or a PEM-formatted certificate as a string. # #crawler.security.ssl.certificate_authorities: [] # # Control SSL verification mode used by the crawler: # * full - validate both the SSL certificate and the hostname presented by the # server (this is the default and the recommended value) # * certificate - only validate the SSL certificate presented by the server # * none - disable SSL validation completely (this is very dangerous and # should never be used in production deployments). # #crawler.security.ssl.verification_mode: full # # ----------------------------- # Crawler DNS Security Controls # ----------------------------- # # WARNING: The settings in this section could make your deployment vulnerable to # SSRF attacks (especially in cloud environments) from the owners of any domains # you crawl. Do not enable any of the settings here unless you fully control DNS # domains you access with the crawler. # # See https://owasp.org/www-community/attacks/Server_Side_Request_Forgery for # more details on the SSRF attack and the risks associated with it. # # Allow crawler to access the localhost (127.0.0.0/8 IP namespace) # #crawler.security.dns.allow_loopback_access: false # # Allow crawler to access the private IP space: link-local, network-local addresses, etc # (see https://en.wikipedia.org/wiki/Reserved_IP_addresses#IPv4 for more details) # #crawler.security.dns.allow_private_networks_access: false