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

⇱ Visualize Elasticsearch Data in TIBCO Spotfire through OData

Visualize Elasticsearch Data in TIBCO Spotfire through OData

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Integrate Elasticsearch data into dashboards in TIBCO Spotfire.

OData is a major protocol enabling real-time communication among cloud-based, mobile, and other online applications. The CData API Server provides Elasticsearch data to OData consumers like TIBCO Spotfire. This article shows how to use the API Server and Spotfire's built-in support for OData to access Elasticsearch data in real time.

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


Set Up the API Server

If you have not already done so, download the CData API Server. Once you have installed the API Server, follow the steps below to begin producing secure Elasticsearch OData services:

Connect to Elasticsearch

To work with Elasticsearch data from TIBCO Spotfire, we start by creating and configuring a Elasticsearch connection. Follow the steps below to configure the API Server to connect to Elasticsearch data:

  1. First, navigate to the Connections page.
  2. Click Add Connection and then search for and select the Elasticsearch connection. 👁 Selecting a data source (SQLite 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.

    👁 Connecting to a datasource (SQLite is shown)
  4. After configuring the connection, click Save & Test to confirm a successful connection.

Configure API Server Users

Next, create a user to access your Elasticsearch data through the API Server. You can add and configure users on the Users page. Follow the steps below to configure and create a user:

  1. On the Users page, click Add User to open the Add User dialog.
  2. Next, set the Role, Username, and Privileges properties and then click Add User. 👁 Configure a new user
  3. An Authtoken is then generated for the user. You can find the Authtoken and other information for each user on the Users page: 👁 API Server user settings

Creating API Endpoints for Elasticsearch

Having created a user, you are ready to create API endpoints for the Elasticsearch tables:

  1. First, navigate to the API page and then click Add Table . 👁 Add tables
  2. Select the connection you wish to access and click Next. 👁 Select the connection (SQLite is shown)
  3. With the connection selected, create endpoints by selecting each table and then clicking Confirm. 👁 Adding tables from the connection (SQLite is shown)

Gather the OData Url

Having configured a connection to Elasticsearch data, created a user, and added resources to the API Server, you now have an easily accessible REST API based on the OData protocol for those resources. From the API page in API Server, you can view and copy the API Endpoints for the API:

👁 API Endpoints

Create Data Visualizations on External Elasticsearch Data

  1. Open Spotfire and click Add Data Tables -> OData.
  2. In the OData Connection dialog, enter the following information:
    • Service URL: Enter the API Server's OData endpoint. For example: 
      http://localhost:8080/api.rsc
    • Authentication Method: Select Username and Password.
    • Username: Enter the username of an API Server user. You can create API users on the Security tab of the administration console.
    • Password: Enter the authtoken of an API Server user.
    👁 Required connection settings to connect to the API Server.
  3. Select the tables and columns you want to add to the dashboard. This example uses Orders. 👁 API Server API Entities. (Salesforce is shown.)
  4. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

    If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

  5. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses Freight in the Numbers section and OrderName in the Categories section.👁 Recommended visualizations for the imported data table. (Salesforce is shown.)

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can apply a filter: After clicking the Filter button, the available filters for each query are displayed in the Filters pane.