How to load Act CRM data into Elasticsearch via Logstash

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 Act CRM to load data from Act CRM into Elasticsearch via Logstash.

Using CData JDBC Driver for Act CRM with Elasticsearch Logstash

• Install the CData JDBC Driver for Act CRM 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 ActCRM 20XX\lib\cdata.jdbc.actcrm.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 Act CRM data to Elasticsearch with Logstash

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

• Write the process to retrieve Act CRM 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 Act CRM in the form of a JDBC URL. The JDBC URL allows detailed configuration, so please refer to the product documentation for more specifics.

The User and Password properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

• Connecting to Act! Premium

  In addition to the authentication values, the URL to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

  Additionally, you must specify the ActDatabase you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

• Connecting to Act! Premium Cloud

  To connect to your Act! Premium Cloud account, you also need to specify the ActCloudName property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.

Executing data movement with Logstash

Now let's run Logstash using the created "logstash.conf" file.

A log indicating success will appear. This means the Act CRM data has been loaded into Elasticsearch.

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

    GET actcrm_table/_search
    {
        "query": {
            "match_all": {}
        }
    }

We have confirmed that the data is stored in Elasticsearch.

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