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Migration Guide

Learn how to make the move to Haystack 2.0 from Haystack 1.x.

This guide is designed for those with previous experience with Haystack and who are interested in understanding the differences between Haystack 1.x and Haystack 2.0. If you're new to Haystack, skip this page and proceed directly to Haystack 2.0 documentation.

Major Changes

Haystack 2.0 represents a significant overhaul of Haystack 1.x, and it's important to note that certain key concepts outlined in this section don't have a direct correlation between the two versions. In case an application cannot be ported to Haystack 2.0 right now, we will maintain Haystack 1.x for enough time to give everyone the opportunity to migrate.

Package Name

Haystack 1.x is distributed with a package called farm-haystack. To migrate your application, you must uninstall farm-haystack and install the new haystack-ai package for Haystack 2.0. It’s important to note that the two versions of the project cannot coexist in the same Python environment.

Nodes

While Haystack 2.0 continues to rely on the Pipeline abstraction, the elements linked in a pipeline graph are now referred to as just components, replacing the terms nodes and pipeline components used in the previous versions. The Migrating Components paragraph below outlines which component in Haystack 2.0 can be used as a replacement for a specific 1.x node.

Pipelines

Pipelines continue to serve as the fundamental structure of all Haystack applications. While the concept of Pipeline abstraction remains consistent, Haystack 2.0 introduces significant enhancements that address various limitations of its predecessor. For instance, the pipelines now support loops. Pipelines also offer greater flexibility in their input, which is no longer restricted to queries. The pipeline now allows to route the output of a component to multiple recipients. This increased flexibility, however, came with notable differences in the pipeline definition process in Haystack 2.0 compared to the previous version.

In Haystack 1.x, a pipeline is built by adding one node after the other. In the resulting pipeline graph, edges are automatically added to connect those nodes in the order they were added.

Building a pipeline in Haystack 2.0 is a two-step process:

  1. Initially, components are added to the pipeline without any specific order by calling the add_component method.
  2. Subsequently, the components must be explicitly connected by calling the connect method to define the final graph.

To migrate an existing pipeline, the first step is to go through the nodes and identify their counterparts in Haystack 2.0 (see the following section, Migrating Components, for guidance). If all the nodes can be replaced by corresponding components, they have to be added to the pipeline with add_component and explicitly connected with the appropriate calls to connect. Here is an example:

Haystack 1.x

pipeline = Pipeline()

node_1 = SomeNode()
node_2 = AnotherNode()

pipeline.add_node(node_1, name="Node_1", inputs=["Query"])
pipeline.add_node(node_2, name="Node_2", inputs=["Node_1"])

Haystack 2.0

pipeline = Pipeline()

component_1 = SomeComponent()
component_2 = AnotherComponent()

pipeline.add_component("Comp_1", component_1)
pipeline.add_component("Comp_2", component_2)

pipeline.connect("Comp_1", "Comp_2")

In case a specific replacement component is not available for one of your nodes, migrating the pipeline might still be possible by:

Document Stores

The fundamental concept of Document Stores as gateways to access text and metadata stored in a database didn’t change in Haystack 2.0, but there are significant differences against Haystack 1.x.

In Haystack 1.x, Document Stores are a special type of node that you can use in two ways:

  • As the last node in an indexing pipeline (such as a pipeline whose ultimate goal is storing data in a database).
  • As a normal Python instance passed to a Retriever node.

In Haystack 2.0, the Document Store is not a component, so to migrate the two use cases above to version 2.0, you can respectively:

  • Replace the Document Store at the end of the pipeline with a DocumentWriter component.
  • Identify the right Retriever component and create it passing the Document Store instance, same as it is in Haystack 1.x.

Retrievers

Haystack 1.x provides a set of nodes that filter relevant documents from different data sources according to a given query. Each of those nodes implements a certain retrieval algorithm and supports one or more types of Document Stores. For example, the BM25Retriever node in Haystack 1.x can work seamlessly with OpenSearch and Elasticsearch but not with Qdrant; the EmbeddingRetriever, on the contrary, can work with all the three databases.

In Haystack 2.0, the concept is flipped, and each Document Store provides one or more retriever components, depending on which retrieval methods the underlying vector database supports. For example, the OpenSearchDocumentStore comes with two Retriever components, one relying on BM25, and the other on vector similarity.

To migrate a 1.x retrieval pipeline to 2.0, the first step is to identify the Document Store being used and replace the Retriever node with the corresponding Retriever component from Haystack 2.0 with the Document Store of choice. For example, a BM25Retriever node using Elasticsearch in a Haystack 1.x pipeline should be replaced with the ElasticsearchBM25Retriever component.

PromptNode

The PromptNode in Haystack 1.x represents the gateway to any Large Language Model (LLM) inference provider, whether it is locally available or remote. Based on the name of the model, Haystack infers the right provider to call and forward the query.

In Haystack 2.0, the task of using LLMs is assigned to Generators. These are a set of components that are highly specialized and tailored for each inference provider.

The first step when migrating a pipeline with a PromptNode is to identify the model provider used and to replace the node with two components:

  • A Generator component for the model provider of choice,
  • A PromptBuilder component to build the prompt to be used.

The “Migration examples” section below shows how to port a PromptNode using OpenAI with a prompt template to a corresponding Haystack 2.0 pipeline using the OpenAIGenerator in conjunction with a PromptBuilder component.

Agents

Haystack 1.x provides Agents, enabling the use of LLMs in a loop. This approach facilitates the answering of questions that are significantly more complex than those typically addressed by extractive or generative question answering techniques.

At present, Haystack 2.0 does not offer an “Agent” abstraction. Although it is feasible to simulate some aspects of “agentic behavior” using loops within the new pipelines, transitioning applications from Haystack 1.x that are based on the Agent model is not currently possible without a substantial overhaul of the existing logic.

REST API

Haystack 1.x enables the deployment of pipelines through a RESTful API over HTTP. This feature is facilitated by a separate application named rest_api which is exclusively accessible in the form of a source code on GitHub.

Haystack 2.0 takes the same RESTful approach, but in this case, the application to be used to deploy pipelines is called Hayhooks and can be installed with pip install hayhooks.

At the moment, porting an existing Haystack 1.x deployment using the rest_api project to Hayhooks would require a complete rewrite of the application.

Dependencies

In order to minimize runtime errors, Haystack 1.x is distributed in a package that’s quite large, as it tries to set up the Python environment with as many dependencies as possible.

In contrast, Haystack 2.0 strives for a more streamlined approach, offering a minimal set of dependencies right out of the box. It features a system that issues a warning when an additional dependency is required, thereby providing the user with the necessary instructions.

To make sure all the dependencies are satisfied when migrating a Haystack 1.x application to version 2.0, a good strategy is to run end-to-end tests and cover all the execution paths to ensure all the required dependencies are available in the target Python environment.

Migrating Components

This table outlines which component (or a group of components) can be used to replace a certain node when porting a Haystack 1.x pipeline to the latest 2.0 version. It’s important to note that when a Haystack 2.0 replacement is not available, this doesn’t necessarily mean we are planning this feature.

If you need help migrating a 1.x node without a 2.0 counterpart, open an issue in Haystack GitHub repository.

Haystack 1.xDescriptionHaystack 2.0
CrawlerScrapes text from websites. Example usage: To run searches on your website content.Not Available
DocumentClassifierClassifies documents by attaching metadata to them. Example usage: Labeling documents by their characteristic (for example, sentiment).Not Available
DocumentLanguageClassifierDetects the language of the documents you pass to it and adds it to the document metadata.DocumentLanguageClassifier
EntityExtractorExtracts predefined entities out of a piece of text. Example usage: Named entity extraction (NER).NamedEntityExtractor
FileClassifierDistinguishes between text, PDF, Markdown, Docx, and HTML files. Example usage: Routing files to appropriate converters (for example, it routes PDF files to PDFToTextConverter).FileTypeRouter
FileConverterCleans and splits documents in different formats. Example usage: In indexing pipelines, extracting text from a file and casting it into the Document class format.Converters
PreProcessorCleans and splits documents. Example usage: Normalizing white spaces, getting rid of headers and footers, splitting documents into smaller ones.PreProcessors

Haystack 1.xDescriptionHaystack 2.0
RankerOrders documents based on how relevant they are to the query. Example usage: In a query pipeline, after a keyword-based Retriever to rank the documents it returns.Rankers
ReaderFinds an answer by selecting a text span in documents. Example usage: In a query pipeline when you want to know the location of the answer.ExtractiveReader
RetrieverFetches relevant documents from the Document Store. Example usage: Coupling Retriever with a Reader in a query pipeline to speed up the search (the Reader only goes through the documents it gets from the Retriever).Retrievers
QuestionGeneratorWhen given a document, it generates questions this document can answer. Example usage: Auto-suggested questions in your search app.Prompt Builders with dedicated prompt, Generators

Haystack 1.xDescriptionHaystack 2.0
PromptNodeUses large language models to perform various NLP tasks in a pipeline or on its own. Example usage: It's a very versatile component that can perform tasks like summarization, question answering, translation, and more.Prompt Builders,Generators

Haystack 1.xDescriptionHaystack 2.0
QueryClassifierCategorizes queries. Example usage: Distinguishing between keyword queries and natural language questions and routing them to the Retrievers that can handle them best.TransformersZeroShotTextRouter
RouteDocumentsRoutes documents to different branches of your pipeline based on their content type or metadata field. Example usage: Routing table data to TableReader and text data to TransfomersReader for better handling.Routers

Haystack 1.xDescriptionHaystack 2.0
DocumentMergerConcatenates multiple documents into a single one. Example usage: Creating summaries based on multiple documents.Not Available
Docs2AnswersConverts Documents into Answers. Example usage: When using REST API for document retrieval. REST API expects Answer as output, you can use Doc2Answer as the last node to convert the retrieved documents to answers.AnswerBuilder
JoinAnswersTakes answers returned by multiple components and joins them in a single list of answers. Example usage: For running queries on different document types (for example, tables and text), where the documents are routed to different readers, and each reader returns a separate list of answers.Not Available
JoinDocumentsTakes documents returned by different components and joins them to form one list of documents. Example usage: In document retrieval pipelines, where there are different types of documents, each routed to a different Retriever. Each Retriever returns a separate list of documents, and you can join them into one list using JoinDocuments.DocumentJoiner
ShaperCurrently functions mostly as PromptNode helper making sure the PromptNode input or output is correct. Example usage: In a question answering pipeline using PromptNode, where the PromptTemplate expects questions as input, while Haystack pipelines use query. You can use Shaper to rename queries to questions.Prompt Builders
SummarizerCreates an overview of a document. Example usage: To get a glimpse of the documents the Retriever is returning.Prompt Builders with dedicated prompt, Generators
TransformersImageToTextGenerates captions for images. Example usage: Automatically generate captions for a list of images that you can later use in your knowledge base.Not Available
TranslatorTranslates text from one language into another. Example usage: Running searches on documents in other languages.Prompt Builders with dedicated prompt, Generators

Haystack 1.xDescriptionHaystack 2.0
AnswerToSpeechConverts text answers into speech answers. Example usage: Improving accessibility of your search system by providing a way to have the answer and its context read out loud.Not Available
DocumentToSpeechConverts text documents to speech documents. Example usage: Improving accessibility of a document retrieval pipeline by providing the option to read documents out loud.Not Available

Migration examples

📘

This section might grow as we assist users with their use cases.

Indexing Pipeline

Haystack 1.x
from haystack.document_stores import InMemoryDocumentStore
from haystack.nodes.file_classifier import FileTypeClassifier
from haystack.nodes.file_converter import TextConverter
from haystack.nodes.preprocessor import PreProcessor
from haystack.pipelines import Pipeline

# Initialize a DocumentStore
document_store = InMemoryDocumentStore()

# Indexing Pipeline
indexing_pipeline = Pipeline()

# Makes sure the file is a TXT file (FileTypeClassifier node)
classifier = FileTypeClassifier()
indexing_pipeline.add_node(classifier, name="Classifier", inputs=["File"])

# Converts a file into text and performs basic cleaning (TextConverter node)
text_converter = TextConverter(remove_numeric_tables=True)
indexing_pipeline.add_node(text_converter, name="Text_converter", inputs=["Classifier.output_1"])

# Pre-processes the text by performing splits and adding metadata to the text (Preprocessor node)
preprocessor = PreProcessor(
    clean_whitespace=True,
    clean_empty_lines=True,
    split_length=100,
    split_overlap=50,
    split_respect_sentence_boundary=True,
)
indexing_pipeline.add_node(preprocessor, name="Preprocessor", inputs=["Text_converter"])

# - Writes the resulting documents into the document store
indexing_pipeline.add_node(document_store, name="Document_Store", inputs=["Preprocessor"])

# Then we run it with the documents and their metadata as input
result = indexing_pipeline.run(file_paths=file_paths, meta=files_metadata)
Haystack 2.0
from haystack import Pipeline
from haystack.components.routers import FileTypeRouter
from haystack.document_stores.in_memory import InMemoryDocumentStore
from haystack.components.converters import TextFileToDocument
from haystack.components.preprocessors import DocumentCleaner, DocumentSplitter
from haystack.components.writers import DocumentWriter

# Initialize a DocumentStore
document_store = InMemoryDocumentStore()

# Indexing Pipeline
indexing_pipeline = Pipeline()

# Makes sure the file is a TXT file (FileTypeRouter component)
classifier = FileTypeRouter(mime_types=["text/plain"])
indexing_pipeline.add_component("file_type_router", classifier)

# Converts a file into a Document (TextFileToDocument component)
text_converter = TextFileToDocument()
indexing_pipeline.add_component("text_converter", text_converter)

# Performs basic cleaning (DocumentCleaner component)
cleaner = DocumentCleaner(
    remove_empty_lines=True,
    remove_extra_whitespaces=True,
)
indexing_pipeline.add_component("cleaner", cleaner)
 
# Pre-processes the text by performing splits and adding metadata to the text (DocumentSplitter component)
preprocessor = DocumentSplitter(
    split_by="passage", 
    split_length=100, 
    split_overlap=50
)
indexing_pipeline.add_component("preprocessor", preprocessor)

# - Writes the resulting documents into the document store
indexing_pipeline.add_component("writer", DocumentWriter(document_store))

# Connect all the components
indexing_pipeline.connect("file_type_router.text/plain", "text_converter")
indexing_pipeline.connect("text_converter", "cleaner")
indexing_pipeline.connect("cleaner", "preprocessor")
indexing_pipeline.connect("preprocessor", "writer")

# Then we run it with the documents and their metadata as input
result = indexing_pipeline.run({"file_type_router": {"sources": file_paths}})

Query Pipeline

Haystack 1.x
from haystack.document_stores import InMemoryDocumentStore
from haystack.pipelines import ExtractiveQAPipeline
from haystack import Document
from haystack.nodes import BM25Retriever
from haystack.nodes import FARMReader

document_store = InMemoryDocumentStore(use_bm25=True)
document_store.write_documents([
    Document(content="Paris is the capital of France."),
    Document(content="Berlin is the capital of Germany."),
    Document(content="Rome is the capital of Italy."),
    Document(content="Madrid is the capital of Spain."),
])

retriever = BM25Retriever(document_store=document_store)
reader = FARMReader(model_name_or_path="deepset/roberta-base-squad2")
extractive_qa_pipeline = ExtractiveQAPipeline(reader, retriever)

query = "What is the capital of France?"
result = extractive_qa_pipeline.run(
	query=query, 
	params={
		"Retriever": {"top_k": 10}, 
		"Reader": {"top_k": 5}
	}
)
Haystack 2.0
from haystack.document_stores.in_memory import InMemoryDocumentStore
from haystack import Document, Pipeline
from haystack.components.retrievers.in_memory import InMemoryBM25Retriever
from haystack.components.readers import ExtractiveReader

document_store = InMemoryDocumentStore()
document_store.write_documents([
    Document(content="Paris is the capital of France."),
    Document(content="Berlin is the capital of Germany."),
    Document(content="Rome is the capital of Italy."),
    Document(content="Madrid is the capital of Spain."),
])

retriever = InMemoryBM25Retriever(document_store)
reader = ExtractiveReader(model="deepset/roberta-base-squad2")
extractive_qa_pipeline = Pipeline()
extractive_qa_pipeline.add_component("retriever", retriever)
extractive_qa_pipeline.add_component("reader", reader)
extractive_qa_pipeline.connect("retriever", "reader")

query = "What is the capital of France?"
result = extractive_qa_pipeline.run(data={
	"retriever": {"query": query, "top_k": 3}, 
	"reader": {"query": query, "top_k": 2}
})

RAG Pipeline

Haystack 1.x
from datasets import load_dataset

from haystack.pipelines import Pipeline
from haystack.document_stores import InMemoryDocumentStore
from haystack.nodes import EmbeddingRetriever, PromptNode, PromptTemplate, AnswerParser

document_store = InMemoryDocumentStore(embedding_dim=384)
dataset = load_dataset("bilgeyucel/seven-wonders", split="train")
document_store.write_documents(dataset)
retriever = EmbeddingRetriever(embedding_model="sentence-transformers/all-MiniLM-L6-v2", document_store=document_store, top_k=2)
document_store.update_embeddings(retriever)

rag_prompt = PromptTemplate(
    prompt="""Synthesize a comprehensive answer from the following text for the given question.
                             Provide a clear and concise response that summarizes the key points and information presented in the text.
                             Your answer should be in your own words and be no longer than 50 words.
                             \n\n Related text: {join(documents)} \n\n Question: {query} \n\n Answer:""",
    output_parser=AnswerParser(),
)

prompt_node = PromptNode(model_name_or_path="gpt-3.5-turbo", api_key=OPENAI_API_KEY, default_prompt_template=rag_prompt)

pipe = Pipeline()
pipe.add_node(component=retriever, name="retriever", inputs=["Query"])
pipe.add_node(component=prompt_node, name="prompt_node", inputs=["retriever"])

output = pipe.run(query="What does Rhodes Statue look like?")
Haystack 2.0
from datasets import load_dataset

from haystack import Document, Pipeline
from haystack.document_stores.in_memory import InMemoryDocumentStore
from haystack.components.builders import PromptBuilder
from haystack.components.generators import OpenAIGenerator
from haystack.components.embedders import SentenceTransformersDocumentEmbedder
from haystack.components.embedders import SentenceTransformersTextEmbedder
from haystack.components.retrievers import InMemoryEmbeddingRetriever

document_store = InMemoryDocumentStore()
dataset = load_dataset("bilgeyucel/seven-wonders", split="train")
embedder = SentenceTransformersDocumentEmbedder("sentence-transformers/all-MiniLM-L6-v2")
embedder.warm_up()
output = embedder.run([Document(**ds) for ds in dataset])
document_store.write_documents(output.get("documents"))

template = """
Given the following information, answer the question.

Context:
{% for document in documents %}
    {{ document.content }}
{% endfor %}

Question: {{question}}
Answer:
"""
prompt_builder = PromptBuilder(template=template)

retriever = InMemoryEmbeddingRetriever(document_store=document_store, top_k=2)
generator = OpenAIGenerator(model="gpt-3.5-turbo")
query_embedder = SentenceTransformersTextEmbedder(model="sentence-transformers/all-MiniLM-L6-v2")

basic_rag_pipeline = Pipeline()
basic_rag_pipeline.add_component("text_embedder", query_embedder)
basic_rag_pipeline.add_component("retriever", retriever)
basic_rag_pipeline.add_component("prompt_builder", prompt_builder)
basic_rag_pipeline.add_component("llm", generator)

basic_rag_pipeline.connect("text_embedder.embedding", "retriever.query_embedding")
basic_rag_pipeline.connect("retriever", "prompt_builder.documents")
basic_rag_pipeline.connect("prompt_builder", "llm")

query = "What does Rhodes Statue look like?"
output = basic_rag_pipeline.run({"text_embedder": {"text": query}, "prompt_builder": {"question": query}})