How to create Visio diagrams from Elasticsearch Data

Automate the process of entering data into Visio diagrams and keeping your diagrams up to date with the CData ODBC Driver for Elasticsearch. The driver surfaces Elasticsearch data as an ODBC data source that can be accessed by applications with built-in ODBC support like Microsoft Office. This article shows how to create a simple diagram to start brainstorming about Visio projects linked to Elasticsearch data.

Getting Started

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Connect to Elasticsearch as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Connect Elasticsearch Data to Diagrams

Follow the steps below to use the Data Selector Wizard to import data into your diagram.

1. Open Visio and click File -> New. Open the Brainstorming template.
2. On the Data tab, click Link Data to Shapes.
3. Select the ODBC option and select ODBC DSN.
4. Select the DSN for Elasticsearch, select the table you want to import, and finish the wizard. This article uses Orders as an example.

Link Elasticsearch Entities to Shapes

Follow the steps below to create a simple diagram that shows how to create shapes from your data, one of the ways to link Elasticsearch entities to shapes:

1. Click Brainstorming Shapes and drag a main topic onto the drawing page. Enter Orders as the text of the main topic.
2. Click Topic.
3. Select a row in the External Data window and drag it onto the drawing page.
4. Right-click the Topic shape and click Data -> Edit Data Graphic.
5. Click New Item.
6. In the Data Field menu, select a column. In the Displayed As menu, select how to display them.
7. Drag a few other Elasticsearch entities onto the drawing page and add association lines back to the main topic, Orders. New topics have the same configuration: Numeric columns displayed in data bars stand out in contrast to other Orders entities.

You can refresh your diagram from the Data tab, synchronizing your shapes with the external Elasticsearch data.