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URL: https://www.cdata.com/kb/tech/elasticsearch-odata-infragistics-reveal.rst

⇱ Analyze Elasticsearch Data in Infragistics Reveal

Analyze Elasticsearch Data in Infragistics Reveal

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData API Server to create an OData API on top of Elasticsearch data and visualize live Elasticsearch data in Infragistics Reveal.

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Elasticsearch data. The CData API Server generates an OData API for Elasticsearch, which is natively consumable in Reveal. In this article, we walk through connecting to Elasticsearch in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

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


Connect to Elasticsearch from API Server

CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Open API Server and click Settings -> Connection -> Add Connection 👁 Adding a connection
  2. Select "Elasticsearch" 👁 Selecting a Connector (Salesforce is shown).
  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).

Add Elasticsearch Resource Definitions in API Server

After connecting to Elasticsearch, create Resources, which represent API endpoints for Elasticsearch data.

  1. Click Settings -> Resources -> Add Resource 👁 Adding a new resource
  2. Select the Elasticsearch connection 👁 Selecting a connection (Salesforce is shown)
  3. Select the table you wish to retrieve and click Next 👁 Selecting a Table (Salesforce is shown)
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

Add an API Server User

Create a User to connect to Elasticsearch from Reveal through API Server.

  1. Click Settings -> Users
  2. Click Add
  3. Configure a User with access to the Elasticsearch Connection and Resource(s) 👁 Creating a new user
👁 API Server users

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

👁 Configuring CORS settings

Create a Dashboard in Reveal

With the API Server configured, we can visualize Elasticsearch data in Reveal.

  1. Log into Reveal and click Dashboards -> New 👁 Adding a new dashboard
  2. Click Data Source -> OData Feed 👁 Adding a new OData data source
  3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc 👁 Configuring the OData URL
  4. Select Generic Credentials and specify the API Server username and authentication token 👁 Configuring the credentials
  5. Select the entity you wish to visualize 👁 Selecting an entity to visualize (Salesforce is shown.)
  6. Select fields and choose a chart type 👁 Visualizing data in Reveal (Salesforce is shown.)

More Information & Free Trial

At this point, you have created a simple dashboard from live Elasticsearch data. For more information on creating OData feeds from Elasticsearch (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Elasticsearch data in tools that consume OData APIs.