Build Automated Workflows with Live Elasticsearch Data in Workato



Use CData Connect Cloud to connect to live Elasticsearch data and build automated workflows in Workato.

Workato is a cloud-based automation platform that helps businesses integrate applications and automate workflows. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Elasticsearch data for visualizations, dashboards, and more. This article shows how to connect to Elasticsearch and build workflows with live Elasticsearch data in Workato.

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


CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Elasticsearch, allowing you to easily build visualizations from live Elasticsearch data in Workato. As you build automations, Workato generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Elasticsearch, leveraging server-side processing to quickly return Elasticsearch data.

Configure Elasticsearch Connectivity for Workato

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

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Elasticsearch" from the Add Connection panel
  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.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Elasticsearch Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  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, you are ready to connect to Elasticsearch data from Workato.

Automate Elasticsearch Data Workflows in Workato

To establish a connection from Workato to the CData Connect Cloud Virtual SQL Server API, follow these steps.

  1. Log into Workato.
  2. In the navigation bar, click Projects.
  3. In your new (or existing) project, click Create > Connection.
  4. In the search bar, enter "SQL Server" and open the Connect to SQL Server screen.
  5. In Connect to SQL Server, enter the connection name and the following connecting settings:
    • Location: enter the name of the project.
    • Connection type: select Cloud.
    • Host: enter tds.cdata.com
    • Port: enter 14333
    • Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
    • Password: enter the PAT you previously generated page.
    • Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Elasticsearch1).
  6. Click Connect to see the Connection established message.
  7. Next, set up your recipe. In your project, click Create > Recipe.
  8. In Set up your recipe, enter the name and location of your recipe.
  9. Select Run on a schedule.
  10. Select the action to occur on the schedule.
  11. Select a table from your Connect Cloud connection and any applicable filters.
  12. Click Save to save the recipe.
  13. Click Test Jobs to test you recipe.

Real-Time Access to Elasticsearch Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Elasticsearch data from Workato for workflows and automations. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Workato, refer to our Connect Cloud page.

Ready to get started?

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