How to load Clio data into Elasticsearch via Logstash



Introducing a simple method to load Clio data using the ETL module Logstash of the full-text search service Elasticsearch and the CData JDBC driver.

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 Clio to load data from Clio into Elasticsearch via Logstash.

Using CData JDBC Driver for Clio with Elasticsearch Logstash

  • Install the CData JDBC Driver for Clio 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 API 20XX\lib\cdata.jdbc.api.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 Clio data to Elasticsearch with Logstash

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

  • Write the process to retrieve Clio 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 Clio in the form of a JDBC URL. The JDBC URL allows detailed configuration, so please refer to the product documentation for more specifics.
  • Start by setting the Profile connection property to the location of the Clio Profile on disk (e.g. C:\profiles\Clio.apip). Next, set the ProfileSettings connection property to the connection string for Clio (see below).

    Clio API Profile Settings

    Clio uses OAuth-based authentication.

    First, register an OAuth application with Clio. You can do so by logging to your Developer Account and clicking the Add button. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application. Your Oauth application will be assigned a client id (key) and a client secret (secret). Additionally you will need to set the Region in ProfileSettings connection property.

    After setting the following connection properties, you are ready to connect:

    • AuthScheme: Set this to OAuth.
    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
    • OAuthClientId: Set this to the client_id that is specified in you app settings.
    • OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
    • CallbackURL: Set this to the Redirect URI that is specified in your app settings.
    • Region: Set this in ProfileSettings to your Clio geographic region. Defaults to app.clio.com.

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 Clio data has been loaded into Elasticsearch.

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

    GET api_table/_search
    {
        "query": {
            "match_all": {}
        }
    }
Querying the Clio data loaded into Elasticsearch

We have confirmed that the data is stored in Elasticsearch.

Confirming the Clio data loaded into Elasticsearch

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

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Connect to live data from Clio with the API Driver

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