Deep Magic Volume2: Absurdly Large OLS with Apache Mahout

In this post we’re going to really show off the coolest (imho) use-case of Apache Mahout – roll your own distributed algorithms.

All of these posts are meant for you to follow-along at home, and it is entirely possible, you don’t have access to a large YARN cluster. That’s OK. Short story- they’re free on IBM’s BlueMix, where you can:
1. Sign up for a free 30-day account
2. Setup a 5-Node BigInsights (IBMs Hadoop Distro) on Cloud
3. Install Apache Zeppelin and Apache Mahout
4. Run an absurdly large OLS algorithm

The benefit of using a Hadoop as a Service environment is that for analytics, our dataset might not be HUGE enough that uploading is prohibitive, but big enough that we need more horse power than a single node can provide. Being able to spool up a cluster, upload a few files, do some work on it with 5 nodes/240GB RAM/ 48 Virtual processors- and then throw the environment away has a lot of use cases.

In this post we’re doing to write an Ordinary Least Squares algorithm, and then run it on a dataset of 100 million observations by 100 columns (dense).

This is a simplest of algorithms to get you started. Once you have this power at your finger tips, implement any algorithm you find specified in matrix form (which is most of them in academic papers) in Spark or Flink with ease. No longer are you tied to what ever the powers that be running SparkML and FlinkML decide to implement!

Disclosure: I’m working for IBM now, this isn’t an unsolicited sales pitch. The notebook available for part 4 will be available and will run on any Zeppelin instance (assuming you’ve followed the directions for setting up Mahout on Apache Spark listed in a previous post). If you are running Zeppelin locally, you also won’t be able to go as big as we do.

Step 1. Sign up for BlueMix-

Link to Signup

Step 2. Setup a 5-Node BigInsights on Cloud

In short IBM Big Insights on Cloud is Hadoop-as-a-Service. It’s also fairly simple to setup.

Log in to BlueMix. In the navigation bar you should see “Catalog”. Click that, and then search “BigInsights”.

Screen Shot 2016-10-13 at 1.35.31 PM.png

There are a few different UIs floating around at the moment, if you can’t find a way to create BigInsights, this link might help (must be logged in). Link

Click on BigInsights. In the next window, there should be a button that says ‘Create’ somewhere towards the right or bottom-right. (Old vs. new UI). From this point on, everything should look the same, so I’ll post more screen shots.

On the next screen click “Open”, and on the screen following that click “New Cluster”.

You should now be at a screen that looks like this:

Screen Shot 2016-10-13 at 1.45.09 PM.png

The cluster name/ username / password don’t really matter.

In the following section, make sure to set the following:

  • Number of Data Nodes: 5 (current max for free users)
  • IBM Open Platform Version: IOP 4.2 (4.3 has Spark 2.0- gross).
  • Optional Components: Make sure Spark is checked.

Screen Shot 2016-10-13 at 1.48.40 PM.png

Click “Create” and then go grab some coffee or whatever. It will take about 5-10 minutes to setup.

After you click create you’ll be taken to a screen talking about your cluster.

In the top center you will see SSH Host and a value below that looks something like bi-hadoop-prod-XXXX.bi.services.us-south.bluemix.net, where the XXXX will be four numbers. You will need this value for the next step.

Step 3. Install Apache Zeppelin and Apache Mahout

As a proud new IBM employee, I get unfettered access to these little clusters, to celebrate I’ve done a little Python witchcraft for quickly installing and my favorite services into BigInsights Cloud instances. These scripts also open up some ports in the firewall as needed for WebUIs (especially on Zeppelin, Apache NiFi, and Apache Flink).

The scripts in essence do the following:
– ssh in to the cluster
– download the binaries of the desired program (Zeppelin, NiFi, Flink, etc.)
– untar the program
– Upload some config files specific to BigInsights
– Start the service
– If a WebUI is necessary, a BlueMix app will be created which establishes an ssh tunnel between the world wide web and the port of the service (e.g. 8080 for Zeppelin).

Skip to the end of this section to see what I mean regarding the BlueMix app.

rawkintrevo’s scripts for installing extra services on BigInsights Cloud on github

The following assumes you are running on some sort of Ubuntu. The principals are the same, but you might need to take different steps to make this work on CentOS or OSX.

Obviously you need Python.

You also need the Python modules paramiko and scp, which are used for using ssh with Python. To install these in Ubunbu, from the command line run:
sudo apt-get install python-paramiko
sudo apt-get install python-scp

Next you will need to install Cloud Foundry and IBM’s Cloud Foundry bonus packs.

Install CloudFoundry

IBM BlueMix Docs

On Ubuntu, it’s going to look something like this-

Download Cloud Foundry Installer All Installers:

wget https://cli.run.pivotal.io/stable?release=debian64&version=6.22.1&source=github-rel

Unpack and install Cloud Foundry:

sudo dpkg -i ./cf-cli-*.deb && apt-get install -f

Set BlueMix Plugin Registry Endpoint:

cf add-plugin-repo bluemix-cf-staging https://plugins.ng.bluemix.net

Install BlueMix Plugins:

cf install-plugin active-deploy -r bluemix-cf-staging
cf install-plugin bluemix-admin -r bluemix-cf-staging

Login to BlueMix via CloudFoundry:

cf login -a https://api.ng.bluemix.net

Now, clone my BlueMix extra services repo:

git clone https://github.com/rawkintrevo/bluemix-extra-services

In ./bluemix-extra-services you’ll find a script example_zeppelin_mahout.py. Open it up and set the following variables:
APP_PREFIX : Whatever you set this to, Zeppelin will become available at http://APP_PREFIX-zeppelin.mybluemix.net
SERVER : The name of the SSH Host from the end of Step 2. (not the name you assigned but the ssh address!)
USERNAME : Username you entered when you created the server
PASSWORD : Password you entered when you created the server

Note on S3 notebook repositories

You’ll see some commented out section about S3 notebooks. BigInsights free clusters only persist for 14 days. When they expire- so do all of your notebooks, if not persisted. You can use AWS S3 to persist notebooks so they always pop up when create a new cluster. If you have an AWS account, you can create a bucket, and set S3_BUCKET to that value. In that bucket create a folder, set S3_USERNAME to whatever that folder is called. In that folder, create a folder called notebook. There is a link also commented out that explains this further. A little ways down you will see a line commented out z.setS3auth(S3_USERNAME, S3_BUCKET). Uncomment that line to have the script update the config files to use your S3 bucket at a notebook repository.

Finally, in S3. Click on your name at the top right, there will be a drop down. Click on “Security and Credentials”. A window will pop up, click “Continue …”. In the page in the center, click on “Access Keys (Access Key ID and Secret Access Key)”. Click on the blue button that says, “Create New Access Key”. Click on “Download key file”. Save the file as /path/to/bluemix-extra-services/data/resources/aws/rootkey.csv.

These steps are required. That makes this demo a bit more tedious, but in general is good, because then all your Zeppelin notebooks follow you where ever you go. (In the future I’ll probably update so this isn’t required, I’ll update the post then.)

NOTE on S3 charges Using S3 will incur a cost… My notebooks cost me about 14 cents per month.

The important thing to do before running this script is to make sure your cluster is fully set up. To do this, in the browser tab where you created your cluster, click the little back arrow to get to the Cluster list. You will have one cluster listed, named what ever you named it. It should have a little green circle and say “Active”. If it is a yellow circle and says “Pending”, wait a little longer or hit the refresh button at the top of the list. If it is a red circle and says “Failed” has happened to me about one time in 100, hover over the little gear to the right, click “Delete Cluster”, then create a new one again. If that happens be advised your SSH Host will have changed.

Once the cluster is active and you have updated and saved the Python script, run it- it will give you some standard out that should end in

webapp should be available soon at `http://APP_PREFIX-zeppelin.mybluemix.net

where APP_PREFIX is whatever you described it as.

This script is downloading various packages, uploading config files, and finally starting a simple python web app that establishes an SSH tunnel from the webapp to the webUI of the service on the BigInsights cloud cluster.

Link to template webapp.

More information on Bluemix Apps

Step 4. Run an absurdly large OLS algorithm

So you’ve made it this far, eh? Well done. Crack a beer- the rest is pretty easy. Apache Mahout is a library that allows you to quickly ‘roll your own’ algorithms based on matrix representations, and run them on your favorite distributed engine (assuming that engine is either Apache Spark, Apache Flink, or H20).

Now- we’re assuming you followed Step 3. to create a YARN cluster, and as such you have a Spark interpreter with all of the appropriate Mahout dependencies and settings. If you didn’t follow step 3, that’s ok- just make sure to create the Mahout interpreter following the steps found in this previous post.

The first paragraph you need to run when using the Mahout interpreter in Zeppelin imports Mahout and sets the distributed context.

Initial Mahout Imports

%sparkMahout

import org.apache.mahout.math._
import org.apache.mahout.math.scalabindings._
import org.apache.mahout.math.drm._
import org.apache.mahout.math.scalabindings.RLikeOps._
import org.apache.mahout.math.drm.RLikeDrmOps._
import org.apache.mahout.sparkbindings._

implicit val sdc: org.apache.mahout.sparkbindings.SparkDistributedContext = sc2sdc(sc)

The example we are going to do today very closely follows the Playing With the Mahout Shell post from the Mahout website, except with a twist. In our version we are going to use import org.apache.spark.mllib.util.LinearDataGenerator to create a very large data set to crunch.

Synthesize some Linear Data

%sparkMahout

import org.apache.spark.mllib.util.LinearDataGenerator
val n = 100000000
val features = 100
val eps = 0.1 // i'm guessing error term, poorly documented
val partitions = 5500
val intercept = 10.0

val synDataRDD = LinearDataGenerator.generateLinearRDD(sc, n, features, eps, partitions, intercept)

Now we have a very large dataset, we need to convert it into a Mahout Distribute Row Matrix (think the Mahout equivelent of a RDD). A good primer on Mahout can be found here.

Create DRM from RDD

%sparkMahout
val tempRDD = synDataRDD.zipWithIndex.map( lv => {
val K = lv._2.toInt
val x = new DenseVector(lv._1.features.toArray )
//x = sparkVec2mahoutVec( lv._1.features ) // still doesn't serialize
val y = lv._1.label
(K, (y, x))
}).persist

println("----------- Creating DRMs --------------")
// temp RDD to X an y
val drmRddX:DrmRdd[Int] = tempRDD.map(o => (o._1, o._2._2))
val drmX = drmWrap(rdd= drmRddX)
val drmRddY:DrmRdd[Int] = tempRDD.map(o => (o._1, new DenseVector( Array(o._2._1) )))
val drmy = drmWrap(rdd= drmRddY)

Also note, the only reason we are using Spark instead of Flink here, is that SparkML comes with this nice linear data generator. Assuming you were loading your data from some other source, the following will code will run on Mahout on Spark OR Mahout on Flink.

For those a little rusty on Ordinary Least Squares method of regression:

screen-shot-2016-10-13-at-2-48-15-pm

Mahout OLS

%sparkMahout

val drmXtX = drmX.t %*% drmX
val drmXty = drmX.t %*% drmy
val beta = solve(drmXtX, drmXty)

And that’s it. An R-Like DSL for Scala that runs inside your Spark code and can be copy-pasted to Flink code.

Play with the paragraph that synthesizes data. This is a good exercise on how Spark partitioning strategies can affect performance. I played with it for an hour or so- 100 million rows by 100 columns was the largest I could get to run on the BigInsights Cloud ( which has approx 240GB RAM and 48 processors ).

In this post we spent a lot of time setting up an environment and not much time doing anything with it. The onus is now on you to go implement algorithms. In posts that follow, I intend to refer back to this post for setting up an environment that has the horse power to calculate big jobs. Because if you’re not going to be distributed then you have to ask your self, why not just do this in R?

tg

When things go wrong.

Two types of errors can happen in general:
– Zeppelin failed to start correctly
– The webapp failed to start

If you go to the address given and see a 404 error (make sure you typed it correctly), odds are the webapp failed. From the dashboard in BlueMix you should see your webapp, click on it and then click on logs. See if there are any clues.

If you go to the address and see a 502 error, Zeppelin didn’t start. Check the standard out from when you ran the program and look for errors.

If you go to the address and see a 503 error, the web app is tunneling correctly, but Zeppelin isn’t serving it data.

In a terminal ssh in to the cluster as follows:

ssh username@ssh-host

where username is the user name you picked in step 2, and ssh-host is the host given in SSH Host.

If you had a 502 error, from here you can manually start Zeppelin with

z*/bin/zeppelin-daemon.sh start

Then try the website again.

The BigInsights cluster is restrictive to say the least. Use tail to see the end of the logs.

tail z*/logs/*out -n 50

Look for something about AWS credentials not being accepted. If that happens, STOP ZEPPELIN

z*/bin/zeppelin-daemon.sh stop

Delete the zeppelin directory

rm -rf zeppelin-0.7.0-SNAPSHOT

Double check the rootkey.csv (maybe re download?) and run the python script again.

If you don’t see anything, at this point it is just standard Zeppelin troubleshooting.

Deep Magic Volume 1: Visualizing Apache Mahout in R via Apache Zeppelin (incubating)

I was at Apache Big Data last week and got to talking to some of the good folks at the Apache Mahout project.  For those who aren’t familiar, Apache Mahout is a rich Machine Learning and Linear Algebra Library that originally ran on top of Apache Hadoop, and as of recently runs on top of Apache Flink and Apache Spark. It runs in the interactive Scala shell but exposes a domain specific language that makes it feel much more like R than Scala.

Well, the Apache Mahout folks had been wanting to build out some visualization capabilities comparable to matplotlib and ggplot2 (Python and R respectively).  They had considered integrating with Apache Zeppelin and utilizing the AngularJS framework native to Zeppelin.  We talked it out, and decided it made much more sense to simply use the matplotlib and ggplot2 features of Python and R, and Apache Zeppelin could  to facilitate that somewhat cumbersome pipeline.

So I dinked around with it Monday and Tuesday, learning my way around Apache Mahout, and overcoming an issue with an upgrade I made when I rebuilt Zeppelin (in short I needed to refresh my browser cache…).

Without further ado, here is a guide on how to get started playing with Apache Mahout yourself!

Step 1. Clone / Build Apache Mahout

At the bash shell (e.g. command prompt, see my other blog post on setting up Zeppelin + Flink + Spark), enter the following:


git clone https://github.com/apache/mahout.git
cd mahout
mvn clean install -DskipTests

That will install Apache Mahout.

Step 2. Create/Configure/Bind New Zeppelin Interpreter

Step 2a. Create

Next we are going to create a new Zeppelin Interpreter.

In the interpreters page, at the top right, you’ll see a button that says: “+Create”. Click on that.

We’re going to name this ‘spark-mahout’ (thought the name is not important).
On the interpreter drop-down we’re going to select Spark.

create-terp2

Step 2b. Configure

We’re going to add the following properties and values by clicking the “+” sign at the bottom of the properties list:

Property Value
spark.kryo.registrator org.apache.mahout.sparkbindings.io.MahoutKryoRegistrator
spark.serializer org.apache.spark.serializer.KryoSerializer
spark.kryo.referenceTracking false
spark.kryoserializer.buffer 300m

And below that we will add the following artifacts to the dependencies (no value necessary for the ‘exclude’ field)

Artifact Exclude
/home/username/.m2/repository/org/apache/mahout/mahout-math/0.12.1-SNAPSHOT/mahout-math-0.12.1-SNAPSHOT.jar
/home/username/.m2/repository/org/apache/mahout/mahout-math-scala_2.10/0.12.1-SNAPSHOT/mahout-math-scala_2.10-0.12.1-SNAPSHOT.jar
/home/username/.m2/repository/org/apache/mahout/mahout-spark_2.10/0.12.1-SNAPSHOT/mahout-spark_2.10-0.12.1-SNAPSHOT.jar
/home/username/.m2/repository/org/apache/mahout/mahout-spark-shell_2.10/0.12.1-SNAPSHOT/mahout-spark-shell_2.10-0.12.1-SNAPSHOT.jar
/home/username/.m2/repository/org/apache/mahout/mahout-spark_2.10/0.12.1-SNAPSHOT/mahout-spark_2.10-0.12.1-SNAPSHOT-dependency-reduced.jar

Make sure to click ‘Save’ when you are done. Also, maybe this goes without saying, maybe it doesn’t… but

make sure to change username to your actual username, don’t just copy and paste!

dependencies

Step 2c. Bind

In any notebook in which you want to use the spark-mahout interpreter, not the regular old Spark one, you need to bind correct interpreter.

Create a new notebook, lets call it “[MAHOUT] Binding Example”.

In the top right, you’ll see a little black gear, click on it. A number of interpreters will pop up. You want to click on the Spark one at the top (such that is becomes un-highlighted) then click on the “spark-mahout” one toward the bottom. Finally drag the “spark-mahout” one up to the top. Finally, as always, click on ‘Save’.

Now, this notebook knows to use the spark-mahout interpreter instead of the regular spark interpreter (and so, all of the properties and dependencies you’ve added will also be used).  You’ll need to do this for every notebook in which you wish to use the Mahout Interpreter!

terp binding

 

Step 2d. Setting the Environment

Back at the command prompt, we need to tweek the environment a bit. At the command prompt (assuming you are in the mahout directory still):


./bin/mahout-load-spark-env.sh 

And then we’re going to export some environment variables:


export MAHOUT_HOME=[directory into which you checked out Mahout]
export SPARK_HOME=[directory where you unpacked Spark]
export MASTER=[url of the Spark master]

If you are going to be using Mahout often, it would be wise to add those exports to $ZEPPELIN_HOME/conf/zeppelin-env.sh so they are loaded every time.

Step 3. Mahout it up!

I don’t like to repeat other people’s work, so I’m going to direct you to another great article explaining how to do simple matrix based linear regression. https://mahout.apache.org/users/sparkbindings/play-with-shell.html

I’m going to do you another favor. Go to the Zeppelin home page and click on ‘Import Note’. When given the option between URL and json, click on URL and enter the following link:

https://raw.githubusercontent.com/rawkintrevo/mahout-zeppelin/master/%5BMAHOUT%5D%5BPROVING-GROUNDS%5DLinear%20Regression%20in%20Spark.json

That should run, and is in fact the Zeppelin version of the above blog post.

The key thing I will point out however is the top of the first paragraph:


import org.apache.mahout.math._
import org.apache.mahout.math.scalabindings._
import org.apache.mahout.math.drm._
import org.apache.mahout.math.scalabindings.RLikeOps._
import org.apache.mahout.math.drm.RLikeDrmOps._
import org.apache.mahout.sparkbindings._

implicit val sdc: org.apache.mahout.sparkbindings.SparkDistributedContext = sc2sdc(sc)

That is where the magic happens and introduces Mahout’s SparkDistributedContext and the R-like Domain Specific Language.

You know how in Scala you can pretty much just write whatever you want (syntactic sugar run-amok) well a domain specific language (or DSL) lets you take that even further and change the syntax even further. This is not a precisely accurate statement, feel free to google if you want to know more.

The moral of the story is: what was Scala, now smells much more like R.

Further, for the rest of this notebook, you can now use the Mahout DSL, which is nice because it is the same for Flink and Spark. What that means is you can start playing with this right away using Spark-Mahout, but when the Flink-Mahout comes online soon (and I promise to update this post showing how to hook it up) you can copy/paste your code to your Flink-Mahout paragraphs and probably run it a bunch faster.

The Main Event

So the whole point of all of this madness was to monkey-patch Mahout into R/Python to take advantage of those graphics libraries.

I’ve done you another solid favor. Import this notebook:
https://raw.githubusercontent.com/rawkintrevo/mahout-zeppelin/master/%5BMAHOUT%5D%5BPROVING-GROUNDS%5DSpark-Mahout%2Bggplot2.json

UPDATE 5-29-16: Originally, I had accidentally re-linked the first notebook (sloppy copy-paste on my part)- this one shows ggplot2 integration, e.g. the entire point of this Blog post…

Ignore the first couple of paragraphs (by the time you read this I might have (unlikely, lol) cleaned this notebook up and deleted).

There is a paragraph that Creates Random Matrices

terp setup and create random matrices

…yawn. You can grok it later. But again, notice those imports and creating the SparkDistributedContext.  We’re using our SparkContext (sc ) that Zeppelin automatically creates in the paragraph to initialize this.

In the next paragraph we sample 1000 rows from the matrix. Why a sample? Well in theory the whole point of using Mahout is you’re going to be working with matrices much to big to fit in the memory of a single machine, much less graph them in any sort of meaningful way (think millions to trillions to bajillions of rows). How many do you really need. If you want to get a feel for the matrix as a whole, random sample. Depending on what you’re trying to do will determine how exactly you sample the matrix, just be advised- it is a nasty habit to think you are just going to visualize the whole thing (even though it is possible on these trivial examples). If that were possible in the first place on your real data, you’d have actually been better served to just used R to begin with…

The next paragraph basically converts the matrix into a tab-separated-file, except it is held as a string and never actually written to disk. This loop is effective, but not ideal. In the near future we hope to wrap some syntactic sugar around this, simply exposing a method on the matrix that spits out a sampled *.tsv. Once there exists a tab-separated string, we can add %table to the front of the string and print it- Zeppelin will automatically figure out this is supposed to be charted and you can see here how we could use Zeppelin’s predefined charts to explore this table.

angular vis

Keeping in mind this matrix was a sine function, this sampling looks more or less accurate.  The Zeppelin graph is trying to take some liberties though and do aggregations on one of the columns.  To be fair, we’re trying to do something weird here; something for which this chart wasn’t intended for.

Next, the tsv string is then stored in something known to Zeppelin as the ResourcePool.  Almost any interpreter can access the resource pool and it is a great way to share data between interpreters.

Once we have a *.tsv in memory, and it’s in the resource pool, all that is left is to “fish it out” of the resource pool and load it as a dataframe. That is an uncommon but not altogether unheard of thing to do in R via the read.table function.

Thanks to all of the work done on the SparkR-Zeppelin integration, we can now load our dataframe and simply use ggplot2 or a host of other R plotting packages (see the R tutorial).

handoff to r

A post thought

Another way to skin this cat would be to simply convert the Mahout Matrix to an RDD and then register it as a DataFrame in Spark. That is correct, however the point of Mahout is to be engine agnostic, and as Flink is mainly focused on streaming data and not building out Python and R extensions, it is unlikely a similar functionality would be exposed there.

However, you’re through the looking-glass now, and if doing the distributed row matrix -> resilient distributed data set -> Spark data frame -> read in R makes more sense to you/your use case, go nuts. Write a blog of your own and link back to me 😉

 

How to get paid a gagillion dollars building crazy big data stuff on nights and weekends.

UPDATE 5-23: The world and ecosystem of Big Data evolves quickly.  Most of these tools have gone through multiple releases since I first penned this article.  I’ve tried to update accordingly. Good hunting.

That title is a lie, probably.

Spark is the hot new thing in big data. Flink will be the hot new thing in big data as internet-of-things, real-time analytics, and other buzz-words go from being stary-eyed promises made in sales pitches to things that actually happen. At the end of the day, most people don’t want to get their hands dirty monkeying around with the mechanics of this stuff, they just want a pretty web interface to use.

So to get paid a gagillion dollars, you basically just start tinkering with this and maybe contribute a bit here and there, then in 2 years when Flink and Spark are the new Microsoft Excel, you’re one of a couple thousand people in the world who have been working with this stuff for over a year. #!/bin/sh (pronounced ‘sha-bang’, more computer jokes, I digress) you’re getting paid a gagillion a year.

Let’s be real. Your proposed analytics stack could do some sci-fi black-magic analytics that perfectly predicts all of your KPIs, lottery numbers, and what color of ChuckTs you should rock with that awesome new dinosaur sweater you just got, but if it doesn’t have a sparkly, friendly, not-scary front-end you’re going to have a hard time getting any traction with it. (If you’re not doing this sort of thing day-to-day, then I’m sorry to say, this is the reality of things: people are inherently uncomfortable with submitting jobs via command line.)

Use Case #2: Having a pretty front end for your Spark / Flink like DataArtisans or DataBricks is nice, but for whatever reason you can’t put your data out on some cloud.

Because that one time that this happened…

So with out further ado, I present a nice recipe for setting up Apache Flink, Apache Spark, and Apache Zeppelin(incubating) in big-boy mode. (big-boy mode: Zeppelin comes pre-packaged with Flink and Spark, but you want to be pointing at full blown clusters of both of these because, y’know, science).

Ingredients:

Prep time: 2 hours.

Skill Level: Knows just enough to be dangerous

But really, this is a heavily documented (over documented?) recipe. It assumes no familiarity with linux and provides little blurbs and links about what each command is doing.  I am an autodidact when it comes to computers and while blindly following recipes is nice for getting something going it doesn’t teach you much and if the slightest thing goes wrong you are totally lost. So proceed with no fear.

Step 0:

Because jebus-only-knows what kind of wierd-o setup any given box could have, I present this recipe on a fishbone (that is minimal install) Ubuntu Server 14.04.3 virtual machine.  For demo purposes, this minimizes instances where

  1. something weird is causing unique problems and
  2. I miss a dependency because I have it on my computer, but you may not.

There are lots of tutorials on how to install Ubuntu on a virtual machine, but to be honest, if this step scares you, you should plan on this being a full day project or more.  It’s really nothing more than a recipe, but you’re going to be doing a lot of learning along the way.

Make sure to setup the virtual box to use a bridged network adapter. A good write up on the differences can be found here. In short, in Oracle VirtualBox go in to the machine Settings -> Networking and select Bridged Adapter from the drop down.

Select Bridged Adapter from the drop down menu.
Select Bridged Adapter from the drop down menu.

A bridged adapter basically has the fewest restrictions on the virtual machine. We’re going to be installing a lot of things that will be accessing ports on the host machine and this is just going to be a lot simple. If you’re curious go read more.

Gotchya

Throughout this tutorial I’ll point out things that seem trivial but if you variate from the script even slightly can totally derail you. I do this because I am not one to carefully follow directions and provide this information for others like me. In this case, the ‘gotchya’ is if the virtual machine is already running when you change this setting you need to restart the machine for the changes to take affect.

Install Ubuntu 14.04.3

A good tutorial is here.

Gotchya

I only attest to this recipe working on a bare bones Ubuntu 14.04.3 Server installation (the link to exactly what I used is in the ingredients). If you decide to use another version of Ubuntu or flavor of Linux, you may have to tweak some things. Zeppelin, Flink, and Spark are all written in Java/Scala so theoretically this could be done on OSX or Windows, but you wouldn’t run a cluster on Windows or OSX boxes, and for a number of other reasons, I’ve chosen Ubuntu 14.04.3. Get this working then try to do something weird if you want.

Step 1- Prepping the Box

Some basic applications that will be required by the programs we are going to use. Software in Ubuntu is managed via apt. Generally speaking there are three ways to get software.

  1. Download from the repository
  2. Download binaries directly
  3. Download and compile from source

In this episode, we’ll be doing all three. If you’re coming from windows and used to everything being pre-compiled for you with a nice pretty GUI installer… I don’t know what to tell you, other than ‘Welcome to Linux, this is life now.’

Any time you see the sudo apt-get we are telling the computer:

  1. sudo literally: super user do
  2. apt-get install use the package manager to install the requested software.

So we are using apt-get to install:

git

git is a program for software version control. We’ll be using to download the latest source code for programs we’re going to compile.

sudo apt-get install git
openssh-server

A basic Secure Shell server.

sudo apt-get install openssh-server
OpenJDK 7

The Java Development Kit version 7.

sudo apt-get install openjdk-7-jdk openjdk-7-doc openjdk-7-jre-lib

But Maven 3+ isn’t in the repository at the time of this writing. That is to say, if we use apt-get we will get a version of maven that is to old for what we need. So for maven, we are going to download a binary distribution and manually copy it into place.

Maven 3.1+

In the same way apt-get is a neat way to manage software which is kept in a repository, maven manages code libraries for us. Check out https://maven.apache.org/ for more info.

If you already have maven installed, we can use apt to remove software as well as install it.

sudo apt-get purge maven maven2

*note if you don’t have maven installed, this command isn’t going to hurt anything, you’re just going to see an error message about how there was nothing to uninstall.

Installing maven 3.3.3 quick and dirty
Download the maven 3.3.3 binary

wget is a CLI (command line interface) downloader.

wget "http://www.us.apache.org/dist/maven/maven-3/3.3.3/binaries/apache-maven-3.3.3-bin.tar.gz"

Unzip the binary (tar -zxvf) and then move (sudo mv) it to /usr/local

tar -zxvf apache-maven-3.3.3-bin.tar.gz
sudo mv ./apache-maven-3.3.3 /usr/local

Finally, create a symbolic link (ln -s) from /usr/bin to the new version. /usr/bin is one of the places Ubuntu looks for programs by default.

sudo ln -s /usr/local/apache-maven-3.3.3/bin/mvn /usr/bin/mvn

Installing Zeppelin

At the time this article went to press, the main branch of Zeppelin didn’t have support for Flink 0.10 (which at the time of press was the current stable release of Flink). There is a discussion here, but the short version is you either need to hack Zeppelin yourself or use Till Rohrmann’s branch.  For parsimony, I present the second method and leave ‘How to hack out Zeppelin’ as content for another post…

First, git clone Apache Zeppelin. This is the third method of getting software discussed earlier. We’re downloading source code to compile.

git clone https://github.com/tillrohrmann/incubator-zeppelin.git
git clone https://github.com/apache/incubator-zeppelin.git

UPDATE 5-23: Originally we wanted to get Flink v0.10 and Till’s branch had this, now the real Zeppelin is updated to branch 1.0, so we got to the (real) source.

change directory (cd) to incubator-zeppelin

cd incubator-zeppelin

A git can have multiple branches. A good overview is here. We want to checkout the branch that Till made with the Zeppelin configuration for flink-0.10-SNAPSHOT.

git checkout flink-0.10-SNAPSHOT

Now we instruct maven (mvn) to clean and package the source found in the directory (more on maven build life-cycles). Additionally we pass flags to maven instructing it to build against Spark version 1.5 (-Pspark-1.5) and to skip the tests that make sure it compiled correctly.  See Gotchya below.

UPDATE 5-23: This all seems to be working now.  We add flags -Psparkr -Ppyspark -Pspark-1.6 to make Zeppelin build against Spark 1.6 (included since last time), add support for SparkR and support for pyspark.  At the time of writing -Dflink.version=1.0 isn’t necessary, but will hopefully keep this working for a little while longer, especially after Flink v1.1 is released.

mvn clean package -DskipTests -Psparkr -Ppyspark -Pspark-1.6 -Dflink.version=1.0
Gotchya:

I explicitly didn’t use the -Pspark-1.5 flag. If I had, it would have built Zeppelin with an internal Spark interpreter at version 1.5. I was having all sorts of issues when doing this, and finally rolled back to make this a simple-as-possible case. If you want to try your hand at Spark 1.5, then add that flag and in the next section when you install Spark, checkout version 1.5 instead.

The maven build will take a little while (26 minutes for me). When it is done, you should see a message saying BUILD SUCEESS and some statistics.

And finally…drumroll… the moment you’ve all been waiting for … start the Zeppelin daemon.

sudo bin/zeppelin-daemon.sh start
Gotchya

You must use sudo when you start the zeppelin deamon. The onus is on you to remember to do this. It is absolutely possible to start the daemon without sudo and you will be able to run the Flink example listed below, however the Spark example won’t work. The Zeppelin internal Spark interpreter needs super user privileges for creating databases and other various writes.

UPDATE 5-23: Don’t use sudo .  If you do it once, you’ll have to do it always, and having Zeppelin running as super user is unwise and unnecessary.

Test flight of our new Zeppelin…

First determine the local IP address of the machine hosting Zeppelin.

ifconfig
This is the ouptput from my machine, your numbers will be different.
This is the output from my machine, your numbers will be different.

See that the IP of my machine is 192.168.1.109, yours will be different. In subsequent screenshots, in the browser address you will see this IP, however for those following along at home, you need to use your own IP address.

Open a browser and surf to http://yourip:8080, where yourip is the IP you found in the inet addr: field under the eth0 section. Port 8080 is the default port of the Zeppelin WebUI.

Guten Tag, Zeppelin.
Guten Tag, Zeppelin.

Open the Tutorial Notebook by clicking on Notebook -> Zeppelin Tutorial

Do this.
Do this.

When you open the tutorial notebook it will ask you to bind the interpreters, just do it by clicking save. Now run all of the examples in the notebook to make sure they are working. You can do this by going to each cell and clicking Shift+Enter or by clicking the little play button at the top of the note.

run all zeppelin

Now we are going to do a couple of simple examples in Flink and Spark. Zeppelin comes pre-built with its own Flink and Spark interpreters, and will use these until we have it pointed at our own cluster (which happens later). For now, we’re going to test some basic functionality of Zeppelin by running a Flink and a Spark word count example against the internal interpreters.

Flink Example

First, create a new notebook. Do this by clicking on Notebook -> Create New Notebook. Name this notebook “flink example”. Zeppelin doesn’t automatically open the notebook you’ve created, you’ll have to click on Notebook again and the name you gave the new notebook will appear in the list.

You can find a Flink word count gist here. Copy and paste the code from the gist into the Zeppelin note and either hit Shift+Enter or click the play button to run the paragraph.

Hopefully you see something like this...
Hopefully you see something like this…
Spark Example

Create another new notebook, call this one “spark example”, and open it.

Copy and paste the gist from here.

Assuming your examples are working go ahead and stop Zeppelin.

bin/zeppelin-daemon.sh stop

Installing Flink and Spark Clusters

There are lots of how to guides for getting full blown Flink and Spark clusters set up. For this example, we’re just going to install a stand alone of each. The important thing in this tutorial is how to get Zeppelin aimed at Flink and Spark instances outside of the ones that come prepackaged. These external versions can be scaled/built/setup to suit your use case.

Download, checkout, and start Flink
Download

We change directory back to our home directory

cd $HOME

Then clone the Apache Flink repository

git clone https://github.com/apache/flink.git

Then check out release-0.10  1.0

git checkout release-0.10
git checkout release-1.0

UPDATE 5-23: We’re on release 1.0 now.  Release 1.1 (which is what the master branch is on has some cool new stuff like streaming in the shell, but will also break backwards compatibility, e.g. it won’t work). I have a PR that makes it work, but I’ll save that for a future blog post.

And finally, build the package.

mvn clean package -DskipTests

Building Flink took 20 minutes on my virtual box.

Start Flink

Now start Flink with the following command:

build-target/bin/start-cluster.sh

Now go to http://yourip:8081 and check out the Flink web-ui.

Oh, hello there new friend.
Oh, hello there new friend.

Make sure there is something listed under the task manager. If there is nothing stop and restart the flink cluster like this:

build-target/bin/stop-cluster.sh
build-target/bin/start-cluster.sh
Download, checkout, and start Spark
Download

We change directory back to our home directory

cd $HOME

Then clone the Apache Spark repository

git clone https://github.com/apache/spark.git

Then check out branch-1.4 1.6

git checkout branch-1.4
git checkout branch-1.6 -Psparkr

UPDATE 5-23: We’re on branch 1.6 now, and we want SparkR support.

And finally, build the package.

mvn clean package -DskipTests

Building Spark took 38 minutes on my virtual box.

Start Spark

In a cluster, you have a boss that is in charge of distributing the work and collecting the results and a worker that is in charge of actually doing the work. In Spark these are referred to as the master and slave respectively.

In Flink we could start an entire stand alone cluster in one line. In Spark, we must start each individually. We start the master with a flag --webui-port 8082. By default the webui-port is 8080, which is already being used by Zeppelin.

sbin/start-master.sh --webui-port 8082

Now go check out the Spark master web-ui. It will be at http://yourip:8082.

spark://nameofhost:7077
spark://MARKDOWN_HASH61a4bd20fbd00664bbfa5c55f8b64df2MARKDOWN_HASH:7077

Note the URL listed. spark://ubuntu:7077. My URL is ubuntu because that is the name of my host. The name of your host will be what ever you set it up as during install. Write this url down, because next we are starting the slave. We have to tell the slave who its master is.

sbin/start-slave.sh spark://yourhostname:7077

The argument spark://yourhostname:7077 lets the slave know who its master is. This is literally the master’s URL. If you have another computer with Spark 1.4 installed you could run this line again (substituting ubuntu for the IP address of the master machine) and add another computer to your cluster.

Gotchya

For those that are not reading carefully and just copying and pasting, you probably won’t see this for a while anyway, but I want to say again, unless you just happen to have named your host ubuntu you need to change that to what ever the name is you found for the Master URL in the Spark Web-UI…

Now go back to your master webui and you should see the slave listed under workers.
spark master with slave

Start Zeppelin

Now everything is technically up and running. All we have left to do, is start Zeppelin back up, tell it to run code against our clusters (instead of the internal interpreters), and check that our examples still work.

Start Zeppelin with the following

cd $HOME
incubator-zeppelin/bin/zeppelin-daemon.sh start

Now go back to the Zeppelin web-ui at http://yourip:8080 and this time click on Interpreters at the top of the screen.

In the Spark section, click the edit button in the top right corner to make the property values editable. The only field that needs to be edited in the Spark interpreter is the master field. Change this value from local[*] to the URL you used to start the slave, mine was spark://ubuntu:7077.

Edit the spark and flink interpreters.
Edit the spark and flink interpreters.

Click ‘Save’, then scroll down to the Flink section. Click ‘edit’ and change the value of host from local to localhost. Click ‘Save’ again.

Now open the Flink notebook we made earlier.

Hit Shift+Enter or hit the play button at the top of the notebook to run the paragraphs. Hopefully the result is the same as before. Now in a new tab, go to the Flink Web-UI at http://yourip:8081. You should see the job has completed successfully on the cluster.

It's beeeeeautiful!
It’s beeeeeautiful!

Now open the spark example notebook from earlier and rerun this as well. After this notebook has run successfully go to the Spark Web-UI at http://yourip:8082 and see the job has run on this cluster.

Is great success.
Is great success.
Gotchya

if the Spark job seems to hang, go to the Spark Web-UI. If there is a job listed under running applications, but there are no workers listed, the slave has died, go back to the command line and run

cd $HOME
spark/sbin/start-slave.sh spark://yourhostname:7077

where yourhostname is the hostname you have been using for the Master URL this whole time.

Necromancing the Spark slave.
Necromancing the Spark slave.

Summary

Dude (or dudette), crack a beer. You just set up two of the most cutting edge big data engines available today in a cluster mode with an up-and-coming cutting edge (and pretty) web interface. Seriously, not a trivial task. Have you checked your linkedIn inbox in the last hour? because you probably have about 30 recruiters blowing you up.

Seriously though, It took me a couple of days smashing my head against the wall to make this rig work right and consistently. Seeing as I just saved you so much time, I think the least you could do is head over to, and sign up for, and participate in the user mailing lists for

Open source software is a beautiful thing, but it relies on a strong community. All of the projects, (and many more) could use your help, but especially Zeppelin which is still in incubator status.

(A thank you to the wonderful developers wouldn’t hurt either, they watch the mailing lists).

UPDATE 5-23:  I let this go with out updates longer than I should have, and I’m sorry.  To be honest, I probably won’t do it again.  I’m older and wiser now, the things listed here should remain valid for sometime to come. The big changes are:

  • We use the actual Zeppelin branch (not Till’s)
  • We build against Flink 1.0
  • We build against Spark 1.6 with SparkR support.

Happy hacking,

tg