After Installing the Connector you can connect and create a Data Source for data in Elasticsearch.

Setting Up a Data Source

Complete the following steps to connect to the data:

1. Under Connect | To a Server, click More....
2. Select the data source called Elasticsearch by CData.
3. Enter the information required for the connection.
4. Click Sign In.
5. If necessary, select a Database and Schema to discover what tables and views are available.

Using the Connection Builder

The connector makes the most common connection properties available directly in Tableau. However, it can be difficult to use if you need to use more advanced settings or need to troubleshoot connection issues. The connector includes a separate connection builder that allows you to create and test connections outside of Tableau.

There are two ways to access the connection builder:

• On Windows, use a shortcut called Connection Builder in the Start menu, under the CData Tableau Connector for Elasticsearch folder.
• You can also start the connection builder by going to the driver install directory and running the .jar file in the lib directory.

In the connection builder, you can set values for connection properties and click Test Connection to validate that they work. You can also use the Copy to Clipboard button to save the connection string. This connection string can be given to the Connection String option included in the connector connection window in Tableau.

Connecting to Elasticsearch Service

Set the following to connect to data:

• Server should be set to the IP Address or domain of the Elasticsearch instance. The Server could also be set to a comma-delimited list of node addresses or hostnames from a single cluster.
  

  Server=01.02.03.04 
    OR 
  Server=01.01.01.01:1234,02.02.02.02:5678

• Port should be set to the configured port for the Elasticsearch instance. If you include a port in a node specification for the Server property, that included port will take precedence over the specification for Port for that node only.

The connector uses X-Pack Security for authentication and TLS/SSL encryption. You can prefix the server value with "https://" to connect using TLS/SSL.

Connecting to Amazon OpenSearch Service

Set the following to connect to data:

• Server should be set to the Endpoint URL for the Amazon ES instance.
• Port should be set to 443.
• AWSRegion should be set to the Amazon AWS region where the Elasticsearch instance is being hosted (the connector will attempt to automatically identify the region based on the Server value).

The connector uses X-Pack Security for authentication and TLS/SSL encryption.

Note: Requests are signed using AWS Signature Version 4.

Authenticating to Elasticsearch

In addition to standard connection properties, select one of the below authentication methods to authenticate.

Obtain AWS Keys

To obtain the credentials for an IAM user:

1. Sign into the IAM console.
2. In the navigation pane, select Users.
3. To create or manage the access keys for a user, select the user and then go to the Security Credentials tab.

To obtain the credentials for your AWS root account:

1. Sign into the AWS Management console with the credentials for your root account.
2. Select your account name or number.
3. In the menu that displays, select My Security Credentials.
4. To manage or create root account access keys, click Continue to Security Credentials and expand the "Access Keys" section.

Standard Authentication

Set the AuthScheme to Basic, and set User and Password properties and/or use PKI (public key infrastructure) to authenticate. Once the connector is connected, X-Pack performs user authentication and grants role permissions based on the realms you have configured.

To use PKI, set the SSLClientCert, SSLClientCertType, SSLClientCertSubject, and SSLClientCertPassword properties.

Note: TLS/SSL and client authentication must be enabled on X-Pack to use PKI.

Securing Elasticsearch Connections

To enable TLS/SSL in the connector, set UseSSL to true;.

Root Credentials

To authenticate using account root credentials, set these configuration parameters:

• AuthScheme: AwsRootKeys.
• AWSAccessKey: The access key associated with the AWS root account.
• AWSSecretKey: The secret key associated with the AWS root account.

Note: Use of this authentication scheme is discouraged by Amazon for anything but simple tests. The account root credentials have the full permissions of the user, making this the least secure authentication method.

If multi-factor authentication is required, specify the following:

• CredentialsLocation: The location of the settings file where MFA credentials are saved. See the Credentials File Location page under Connection String Options for more information.
• MFASerialNumber: The serial number of the MFA device if one is being used.
• MFAToken: The temporary token available from your MFA device.

This causes the connector to submit the MFA credentials in the request to retrieve temporary authentication credentials.

Note: If you want to control the duration of the temporary credentials, set the TemporaryTokenDuration property (default: 3600 seconds).

Temporary Credentials

To authenticate using temporary credentials, specify the following:

• AuthScheme: TemporaryCredentials.
• AWSAccessKey: The access key of the IAM user to assume the role for.
• AWSSecretKey: The secret key of the IAM user to assume the role for.
• AWSSessionToken: Your AWS session token, provided with your temporary credentials. For details, see AWS Identity and Access Management User Guide.

The connector can now request resources using the same permissions provided by long-term credentials (such as IAM user credentials) for the lifespan of the temporary credentials.

To authenticate using both temporary credentials and an IAM role, set all the parameters described above, and specify these additional parameters:

• AWSRoleARN: Specify the Role ARN for the role you'd like to authenticate with. This prompts the connector to retrieve credentials for the specified role.
• AWSExternalId (optional): Only required if you are assuming a role in another AWS account.

If multi-factor authentication is required, specify the following:

• CredentialsLocation: The location of the settings file where MFA credentials are saved. See the Credentials File Location page under Connection String Options for more information.
• MFASerialNumber: The serial number of the MFA device if one is being used.
• MFAToken: The temporary token available from your MFA device.

This causes the connector to submit the MFA credentials in the request to retrieve temporary authentication credentials.

Note: If you want to control the duration of the temporary credentials, set the TemporaryTokenDuration property (default: 3600 seconds).

EC2 Instances

Set AuthScheme to AwsEC2Roles.

If you are using the connector from an EC2 Instance and have an IAM Role assigned to the instance, you can use the IAM Role to authenticate. Since the connector automatically obtains your IAM Role credentials and authenticates with them, it is not necessary to specify AWSAccessKey and AWSSecretKey.

If you are also using an IAM role to authenticate, you must additionally specify the following:

• AWSRoleARN: Specify the Role ARN for the role you'd like to authenticate with. This will cause the connector to attempt to retrieve credentials for the specified role.
• AWSExternalId (optional): Only required if you are assuming a role in another AWS account.

IMDSv2 Support

The Elasticsearch connector now supports IMDSv2. Unlike IMDSv1, the new version requires an authentication token. Endpoints and response are the same in both versions.

In IMDSv2, the Elasticsearch connector first attempts to retrieve the IMDSv2 metadata token and then uses it to call AWS metadata endpoints. If it is unable to retrieve the token, the connector reverts to IMDSv1.

Note that this method of authentication is only possible with Opensearch Service, and not with Elasticsearch.

AWS IAM Roles

Set AuthScheme to AwsIAMRoles.

In many situations, it may be preferable to use an IAM role for authentication instead of the direct security credentials of an AWS root user. If you are specifying the AWSAccessKey and AWSSecretKey of an AWS root user, you may not use roles.

To authenticate as an AWS role, set these properties:

• AWSAccessKey: The access key of the IAM user to assume the role for.
• AWSSecretKey: The secret key of the IAM user to assume the role for.
• AWSRoleARN: Specify the Role ARN for the role you'd like to authenticate with. This will cause the connector to attempt to retrieve credentials for the specified role.
• AWSExternalId (optional): Only required if you are assuming a role in another AWS account.

If multi-factor authentication is required, specify the following:

• CredentialsLocation: The location of the settings file where MFA credentials are saved. See the Credentials File Location page under Connection String Options for more information.
• MFASerialNumber: The serial number of the MFA device if one is being used.
• MFAToken: The temporary token available from your MFA device.

This causes the connector to submit the MFA credentials in the request to retrieve temporary authentication credentials.

Note: If you want to control the duration of the temporary credentials, set the TemporaryTokenDuration property (default: 3600 seconds).

Kerberos

Please see Using Kerberos for details on how to authenticate with Kerberos.

API Key

To authenticate using APIKey set the following:

• AuthScheme: Set this to APIKey.
• APIKey: Set this to APIKey returned from Elasticsearch.
• APIKeyId: Set this to the Id returned alongside APIKey.

Next Step

See Using the Connector to create data visualizations.