Getting Started with the CData Connect AI Python SDK for Elasticsearch

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Install the CData Connect AI Python SDK to read and write live Elasticsearch data with standard DB-API 2.0 Python code.

The CData Connect AI Python SDK (cdata-connect-ai) is a DB-API 2.0 (PEP 249) compliant client that lets you fetch and act on live Elasticsearch data with standard Python database code. Because Connect AI provides the connectivity: you install one package, authenticate with a Personal Access Token, and query Elasticsearch (and every other source connected in Connect AI) using the same familiar connect() / cursor() / fetchall() pattern you already know from libraries like sqlite3 and psycopg2.

This guide walks through connecting Elasticsearch in Connect AI, generating a Personal Access Token, installing the SDK, and reading (and, where supported, writing) live Elasticsearch data.

Prerequisites

  • An account in CData Connect AI
  • Python 3.8 or higher
  • An active Elasticsearch account with valid credentials

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 in Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "Elasticsearch" from the Add Connection panel
  4. Selecting a data source
  5. 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)
  6. Click Save & Test
  7. Navigate to the Permissions tab and update the user-based permissions. Updating permissions

Generate a Personal Access Token (PAT)

The Python SDK authenticates to Connect AI with your account email and a Personal Access Token (PAT). It is best practice to create a separate PAT for each application to maintain granularity of access.

  1. Click 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 PAT is only visible at creation, so copy it and store it securely.

Install the SDK

Install the SDK from PyPI with pip:

pip install cdata-connect-ai

Connect and Run Your First Query

Connect with your account email and PAT, then query sys_tables to discover every table available across your connected sources. Identifiers in Connect AI are three-part: <Connection>.<Schema>.<Table>, where the connection name defaults to the source name (for example, Elasticsearch1).

import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)
cur = conn.cursor()

# Discover what's available across your connected sources
cur.execute("SELECT CatalogName, SchemaName, TableName FROM sys_tables LIMIT 25")

for row in cur.fetchall():
    print(row)

Pick any table from the results and query it directly:

cur.execute(
    "SELECT OrderName, Freight "
    "FROM [Elasticsearch1].[Elasticsearch].[Orders] "
    "LIMIT 10"
)

for row in cur.fetchall():
    print(row)

Write Back to Elasticsearch

When the data source and your connection permissions allow it, the same cursor runs INSERT, UPDATE, and DELETE statements. Bind values with pyformat (%(name)s) parameters, exactly as you would for a filtered read, and check cursor.rowcount for the number of affected rows.

# Insert a new record
cur.execute(
    "INSERT INTO [Elasticsearch1].[Elasticsearch].[Orders] (OrderName) "
    "VALUES (%(newvalue)s)",
    {"newvalue": "Example value"},
)
print(f"Rows inserted: {cur.rowcount}")

# Update existing records
cur.execute(
    "UPDATE [Elasticsearch1].[Elasticsearch].[Orders] "
    "SET Freight = %(newvalue)s "
    "WHERE ShipCity = 'New York'",
    {"newvalue": "Updated value"},
)
print(f"Rows updated: {cur.rowcount}")

conn.close()

Note: Even for writable sources, a read-only PAT or connection permission will reject write operations. The same parameterized pattern also covers DELETE statements and stored procedures through cursor.callproc().

That is the entire workflow: one package, a PAT, and standard DB-API calls. Because the SDK returns a normal DB-API connection, it drops straight into the rest of the Python data ecosystem. From here you can load Elasticsearch data into pandas, build ETL pipelines with petl, or power a Dash web app, all using this same connection.

More Information and Free Trial

Now you can query live Elasticsearch data from Python through the CData Connect AI Python SDK. For more information on connecting to Elasticsearch (and hundreds of other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Elasticsearch data in Python.

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

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