How to load Microsoft Dataverse data into Elasticsearch via Logstash

Elasticsearch is a popular distributed full-text search engine. By centrally storing data, you can perform ultra-fast searches, fine-tuning relevance, and powerful analytics with ease. Elasticsearch has a pipeline tool for loading data called "Logstash". You can use CData JDBC Drivers to easily import data from any data source into Elasticsearch for search and analysis.

This article explains how to use the CData JDBC Driver for Microsoft Dataverse to load data from Microsoft Dataverse into Elasticsearch via Logstash.

Using CData JDBC Driver for Microsoft Dataverse with Elasticsearch Logstash

• Install the CData JDBC Driver for Microsoft Dataverse on the machine where Logstash is running.
• The JDBC Driver will be installed at the following path (the year part, e.g. 20XX, will vary depending on the product version you are using). You will use this path later. Place this .jar file (and the .lic file if it's a licensed version) in Logstash.
  C:\Program Files\CData\CData JDBC Driver for CDS 20XX\lib\cdata.jdbc.cds.jar
  
• Next, install the JDBC Input Plugin, which connects Logstash to the CData JDBC driver. The JDBC Plugin comes by default with the latest version of Logstash, but depending on the version, you may need to add it.
  https://www.elastic.co/guide/en/logstash/5.4/plugins-inputs-jdbc.html
• Move the CData JDBC Driver’s .jar file and .lic file to Logstash's "/logstash-core/lib/jars/".

Sending Microsoft Dataverse data to Elasticsearch with Logstash

Now, let's create a configuration file for Logstash to transfer Microsoft Dataverse data to Elasticsearch.

• Write the process to retrieve Microsoft Dataverse data in the logstash.conf file, which defines data processing in Logstash. The input will be JDBC, and the output will be Elasticsearch. The data loading job is set to run at 30-second intervals.
• Set the CData JDBC Driver's .jar file as the JDBC driver library, configure the class name, and set the connection properties to Microsoft Dataverse in the form of a JDBC URL. The JDBC URL allows detailed configuration, so please refer to the product documentation for more specifics.

You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
• Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

Executing data movement with Logstash

Now let's run Logstash using the created "logstash.conf" file.

 logstash-7.8.0\bin\logstash -f logstash.conf

A log indicating success will appear. This means the Microsoft Dataverse data has been loaded into Elasticsearch.

For example, let's view the data transferred to Elasticsearch in Kibana.

 GET cds_table/_search
 {
 "query": {
 "match_all": {}
 }
 }

We have confirmed that the data is stored in Elasticsearch.

By using the CData JDBC Driver for Microsoft Dataverse with Logstash, it functions as a Microsoft Dataverse connector, making it easy to load data into Elasticsearch. Please try the 30-day free trial.