Jinwoo Hwang created GEODE-10471:
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             Summary: Upgrade Apache Lucene from version 6.6.6 to 9.x or higher
                 Key: GEODE-10471
                 URL: https://issues.apache.org/jira/browse/GEODE-10471
             Project: Geode
          Issue Type: Improvement
            Reporter: Jinwoo Hwang


*Overview:* Apache Geode currently uses Apache Lucene 6.6.6 for its full-text 
search capabilities through the 
[geode-lucene|vscode-file://vscode-app/Applications/Visual%20Studio%20Code.app/Contents/Resources/app/out/vs/code/electron-browser/workbench/workbench.html]
 module. This version is significantly outdated and should be upgraded to 
Lucene 9.x or higher to benefit from performance improvements, security fixes, 
new features, and continued community support.

*Current State:*
 * *Current Version:* Apache Lucene 6.6.6 (defined in dependency management 
configuration)
 * *Affected Artifacts:*
 ** 
[org.apache.lucene:lucene-core|vscode-file://vscode-app/Applications/Visual%20Studio%20Code.app/Contents/Resources/app/out/vs/code/electron-browser/workbench/workbench.html]
 ** 
[org.apache.lucene:lucene-analyzers-common|vscode-file://vscode-app/Applications/Visual%20Studio%20Code.app/Contents/Resources/app/out/vs/code/electron-browser/workbench/workbench.html]
 ** 
[org.apache.lucene:lucene-analyzers-phonetic|vscode-file://vscode-app/Applications/Visual%20Studio%20Code.app/Contents/Resources/app/out/vs/code/electron-browser/workbench/workbench.html]
 ** 
[org.apache.lucene:lucene-queryparser|vscode-file://vscode-app/Applications/Visual%20Studio%20Code.app/Contents/Resources/app/out/vs/code/electron-browser/workbench/workbench.html]
 ** 
[org.apache.lucene:lucene-test-framework|vscode-file://vscode-app/Applications/Visual%20Studio%20Code.app/Contents/Resources/app/out/vs/code/electron-browser/workbench/workbench.html]

*Impact Assessment:* The 
[geode-lucene|vscode-file://vscode-app/Applications/Visual%20Studio%20Code.app/Contents/Resources/app/out/vs/code/electron-browser/workbench/workbench.html]
 module provides critical functionality for:
 * Creating and managing Lucene indexes on Geode regions
 * Full-text search capabilities via 
[LuceneQuery|vscode-file://vscode-app/Applications/Visual%20Studio%20Code.app/Contents/Resources/app/out/vs/code/electron-browser/workbench/workbench.html]
 API
 * Text analysis and tokenization through various analyzers
 * GFSH command-line interface for Lucene operations ([search 
lucene|vscode-file://vscode-app/Applications/Visual%20Studio%20Code.app/Contents/Resources/app/out/vs/code/electron-browser/workbench/workbench.html],
 [list 
lucene|vscode-file://vscode-app/Applications/Visual%20Studio%20Code.app/Contents/Resources/app/out/vs/code/electron-browser/workbench/workbench.html],
 [create lucene 
index|vscode-file://vscode-app/Applications/Visual%20Studio%20Code.app/Contents/Resources/app/out/vs/code/electron-browser/workbench/workbench.html],
 etc.)
 * Integration with Geode's distributed architecture

*Benefits of Upgrading:*
 # *Performance Improvements:* Lucene 9.x includes significant performance 
optimizations for indexing and search operations
 # *Security:* Access to latest security patches and vulnerability fixes
 # *New Features:* Enhanced query capabilities, improved analyzers, and better 
memory management
 # *Long-term Support:* Lucene 6.6.6 is no longer maintained; upgrading ensures 
ongoing community support
 # *Java Compatibility:* Better support for newer Java versions

*Migration Considerations:*
 # *API Changes:* Review Lucene 9.x migration guide for potential breaking 
changes in APIs used by Geode
 # *Index Compatibility:* Evaluate if existing Lucene indexes created with 
6.6.6 are compatible with 9.x or require reindexing
 # *Analyzer Changes:* Verify that custom and built-in analyzers work correctly 
with the new version
 # *Test Impact:* Extensive testing of all Lucene-related functionality in 
integration, distributed, and upgrade tests
 # *Performance Validation:* Benchmark performance before and after upgrade to 
ensure no regressions

*Files to Update:*
 * Dependency management configuration files
 * Any direct Lucene API usage in 
[geode-lucene|vscode-file://vscode-app/Applications/Visual%20Studio%20Code.app/Contents/Resources/app/out/vs/code/electron-browser/workbench/workbench.html]
 module source code
 * Related test cases and integration tests
 * Documentation updates for any API changes

*Testing Strategy:*
 * Run all existing 
[geode-lucene|vscode-file://vscode-app/Applications/Visual%20Studio%20Code.app/Contents/Resources/app/out/vs/code/electron-browser/workbench/workbench.html]
 test suites (unit, integration, distributed, upgrade tests)
 * Validate CLI functionality through GFSH integration tests
 * Performance testing to ensure no degradation in search/indexing operations
 * Rolling upgrade tests to ensure backward compatibility during cluster 
upgrades

*Acceptance Criteria:*
 *  All Lucene dependencies upgraded to 9.x version
 *  All existing tests pass with new Lucene version
 *  No performance regressions in search/indexing operations
 *  GFSH Lucene commands continue to function correctly
 *  Documentation updated to reflect any API changes
 *  Rolling upgrade compatibility maintained



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