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URL: https://www.cdata.com/kb/tech/elasticsearch-cloud-datapine.rst

⇱ Build Elasticsearch-Connected Visualizations in datapine

Build Elasticsearch-Connected Visualizations in datapine

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI and datapine to build visualizations and dashboards with access to live Elasticsearch data.

datapine is a browser-based business intelligence platform. When paired with the CData Connect AI, you get access to your Elasticsearch data directly from your datapine visualizations and dashboards. This article describes connecting to Elasticsearch in CData Connect AI and building a simple Elasticsearch-connected visualization in datapine.

CData Connect AI provides a pure SQL Server interface for Elasticsearch, allowing you to query data from Elasticsearch without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Elasticsearch, leveraging server-side processing to return the requested Elasticsearch data quickly.

About Elasticsearch Data Integration

Accessing and integrating live data from Elasticsearch has never been easier with CData. Customers rely on CData connectivity to:

  • Access both the SQL endpoints and REST endpoints, optimizing connectivity and offering more options when it comes to reading and writing Elasticsearch data.
  • Connect to virtually every Elasticsearch instance starting with v2.2 and Open Source Elasticsearch subscriptions.
  • Always receive a relevance score for the query results without explicitly requiring the SCORE() function, simplifying access from 3rd party tools and easily seeing how the query results rank in text relevance.
  • Search through multiple indices, relying on Elasticsearch to manage and process the query and results instead of the client machine.

Users frequently integrate Elasticsearch data with analytics tools such as Crystal Reports, Power BI, and Excel, and leverage our tools to enable a single, federated access layer to all of their data sources, including Elasticsearch.

For more information on CData's Elasticsearch solutions, check out our Knowledge Base article: CData Elasticsearch Driver Features & Differentiators.


Getting Started


Configure Elasticsearch Connectivity for datapine

Connectivity to Elasticsearch from datapine is made possible through CData Connect AI. To work with Elasticsearch data from datapine, we start by creating and configuring a Elasticsearch connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Elasticsearch" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Elasticsearch.

    Set the Server and Port connection properties to connect. To authenticate, set the User and Password properties, PKI (public key infrastructure) properties, or both. To use PKI, set the SSLClientCert, SSLClientCertType, SSLClientCertSubject, and SSLClientCertPassword properties.

    The data provider uses X-Pack Security for TLS/SSL and authentication. To connect over TLS/SSL, prefix the Server value with 'https://'. Note: TLS/SSL and client authentication must be enabled on X-Pack to use PKI.

    Once the data provider is connected, X-Pack will then perform user authentication and grant role permissions based on the realms you have configured.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Elasticsearch Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Elasticsearch data from datapine.

Connecting to Elasticsearch from datapine

Once you configure your connection to Elasticsearch in Connect AI, you are ready to connect to Elasticsearch from datapine.

  1. Log into datapine
  2. Click Connect to navigate to the "Connect" page
  3. Select MS SQL Server as the data source
  4. In the Integration step, fill in the connection properties and click "Save and Proceed"
    • Set the Internal Name
    • Set Database Name to the name of the connection we just configured (e.g. Elasticsearch1)
    • Set Host / IP to "tds.cdata.com"
    • Set Username to your Connect AI username (e.g. [email protected])
    • Set Password to the corresponding PAT
    • Set Database Port to "14333"
    👁 Configuring the connection to CData Connect AI
  5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed" 👁 Selecting tables and fields to visualize (Salesforce is shown)
  6. In the References step, define any relationships between your selected tables and click "Save and Proceed" 👁 Defining foreign key relationships
  7. In the Data Transfer step, click "Go to Analyzer"

Visualize Elasticsearch Data in datapine

After connecting to CData Connect AI, you are ready to visualize your Elasticsearch data in datapine. Simply select the dimensions and measures you wish to visualize!

👁 Visualizing data in datapine (Salesforce is shown)

Having connect to Elasticsearch from datapine, you are now able to visualize and analyze real-time Elasticsearch data no matter where you are. To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect AI today!