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https://issues.apache.org/jira/browse/GEODE-10471?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

Jinwoo Hwang updated GEODE-10471:
---------------------------------
    Description: 
*Overview:* Apache Geode currently uses Apache Lucene 6.6.6 for its full-text 
search capabilities through the geode-lucenemodule. This version is 
significantly outdated and should be upgraded to Lucene 9 to benefit from 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
 ** org.apache.lucene:lucene-analyzers-common
 ** org.apache.lucene:lucene-analyzers-phonetic
 ** org.apache.lucene:lucene-queryparser
 ** org.apache.lucene:lucene-test-framework

*Impact Assessment:* The geode-lucene module provides critical functionality 
for:
 * Creating and managing Lucene indexes on Geode regions
 * Full-text search capabilities via LuceneQuery API
 * Text analysis and tokenization through various analyzers
 * GFSH command-line interface for Lucene operations (search lucene, list 
lucene, create lucene index, 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 # *Long-term Support:* Lucene 6.6.6 is no longer maintained; upgrading ensures 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 module source code
 * Related test cases and integration tests
 * Documentation updates for any API changes

*Testing Strategy:*
 * Run all existing geode-lucene 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

  was:
*Overview:* Apache Geode currently uses Apache Lucene 6.6.6 for its full-text 
search capabilities through the geode-lucenemodule. 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
 ** org.apache.lucene:lucene-analyzers-common
 ** org.apache.lucene:lucene-analyzers-phonetic
 ** org.apache.lucene:lucene-queryparser
 ** org.apache.lucene:lucene-test-framework

*Impact Assessment:* The geode-lucene module provides critical functionality 
for:
 * Creating and managing Lucene indexes on Geode regions
 * Full-text search capabilities via LuceneQuery API
 * Text analysis and tokenization through various analyzers
 * GFSH command-line interface for Lucene operations (search lucene, list 
lucene, create lucene index, 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 module source code
 * Related test cases and integration tests
 * Documentation updates for any API changes

*Testing Strategy:*
 * Run all existing geode-lucene 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


> Upgrade Apache Lucene from version 6.6.6 to 9
> ---------------------------------------------
>
>                 Key: GEODE-10471
>                 URL: https://issues.apache.org/jira/browse/GEODE-10471
>             Project: Geode
>          Issue Type: Improvement
>            Reporter: Jinwoo Hwang
>            Assignee: Jinwoo Hwang
>            Priority: Major
>
> *Overview:* Apache Geode currently uses Apache Lucene 6.6.6 for its full-text 
> search capabilities through the geode-lucenemodule. This version is 
> significantly outdated and should be upgraded to Lucene 9 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
>  ** org.apache.lucene:lucene-analyzers-common
>  ** org.apache.lucene:lucene-analyzers-phonetic
>  ** org.apache.lucene:lucene-queryparser
>  ** org.apache.lucene:lucene-test-framework
> *Impact Assessment:* The geode-lucene module provides critical functionality 
> for:
>  * Creating and managing Lucene indexes on Geode regions
>  * Full-text search capabilities via LuceneQuery API
>  * Text analysis and tokenization through various analyzers
>  * GFSH command-line interface for Lucene operations (search lucene, list 
> lucene, create lucene index, 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 module source code
>  * Related test cases and integration tests
>  * Documentation updates for any API changes
> *Testing Strategy:*
>  * Run all existing geode-lucene 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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