DEV Community

loading...

Beginner's guide to setting up Elasticsearch and Kibana with Elastic Cloud

lisahjung profile image Lisa ・5 min read

You probably search for repos or source code on Github on a daily basis. But did you know that Elasticsearch was powering your search?

image

Elasticsearch is a search and analytics engine that allows you to store, search, and analyze your data. Coupled with Kibana (a UI designed to visualize and explore data in Elasticsearch), you can design a fantastic search experience for your app users!

Resources

This blog will cover how you can set up Elasticsearch and Kibana hosted on Elastic Cloud.

For more comprehensive overview of Elasticsearch and Kibana, check out:

How to access Elasticsearch and Kibana

You have multiple options to access Elasticsearch and Kibana.

Option 1: Download Elasticsearch and Kibana and manage these on your own.

In a previous blog, we covered how you can download and run Elasticsearch and Kibana on your local machine. This option is free and there is no expiration date!

Option 2: Access Elasticsearch and Kibana hosted on Elastic Cloud.

Unlike the downloaded option, the Elastic Cloud manages all the heavy lifting of managing the stack so you can focus on building your product instead.

For more details on the benefits of using Elastic Cloud, check out this page here!

With this link, you get a free 30 day trial. There is no credit card required and the trial expires on its own.

This blog will cover how you can set up Elasticsearch and Kibana on Elastic Cloud so you can explore all the cool things these products can do!

How to set up Elasticsearch and Kibana on Elastic Cloud

Step 1: Go to the Elastic Cloud trial page

The free trial is usually offered for 14 days. But with this link, you get an extended free 30 day trial!

Step 2: Enter your email and click on Start Free Trial button(red box)

image

Upon entering your email, Elastic Cloud will prompt you to verify your email.

image

Step 3: Open the email from Elastic. Click on Verify and Accept button(red box)

image

Step 4: Set your password and login(red box)

image

Step 5: Click on Start your free trial button(red box)

image

Step 6: Select the Elastic Stack option(red box)

image

Step 7: Configure your setting

image

When you select the Elastic Stack option, you will see a dropdown menu where you can configure your settings.

1) Select a deployment template
If you look under Select hardware profile(turquoise box), Elasticsearch offers several deployment templates for different use cases and workload.

Each template selects the appropriate cloud hardware configuration for different needs. If you are just getting started or do not quite know your needs yet, then go with the recommended I/O Optimized option(red box).

2) Choose a cloud provider of your choice(orange box)
If you would like to use Elasticsearch with an app running on a public cloud, make sure to run Elasticsearch using the same cloud provider to avoid latency issues.

If you do not have an app running on a pubic cloud and you are simply curious about exploring what Elastic cloud can do, choose any of these cloud providers to get started!

3) Select the region close to you(yellow box)
You are specifying the location of your deployment here.

4) Select the latest version of the Elastic Stack(green box)
The current version of Elastic Stack is 7.10.1 at the time of this blog's publication.

Step 8: Name and create your deployment

image

Name your deployment(blue box) to whatever that makes sense for your use case. I named mine after my Beginner's Crash Course to Elastic Stack Series!

Then click on Create deployment button(red box).

Step 9: Save your deployment credentials
image

When you create your deployment, you will see a pop up window with Elastic deployment credentials. These credentials will become handy when you add data to Kibana. Either download the credentials or save it somewhere as these are only shown once.

When you click on download or continue without downloading(red box), it will create your deployment and load Kibana.

Step 10: Click on Open Kibana option(red box)
image

At this point, both Elasticsearch and Kibana are up and running! The next step is to ingest data and explore data using Elasticsearch and Kibana.

Step 11: Click on Explore on my own option
image

You can choose to add data(blue button) and start exploring data right away or you can start poking around Elastic Cloud to see what is offered. Click on Explore on my own option.

Step 12: Go to the Kibana console
image

The Kibana console allows you to send search requests from Kibana to Elasticsearch. This is a great tool to explore data in Elasticsearch and to test out different queries to finetune your app's search experience.

Click on menu icon in the upper left corner of your screen(red box). Scroll all the way down to Management section then click on dev tools(blue box).

Step 13: Start exploring what you can do with Elasticsearch and Kibana

The step by step guide is covered in my Beginner's Crash Course to Elastic Stack Series.

Part 1
This workshop will show you how you can perform CRUD(Create, Read, Update, and Delete) operations with Elasticsearch and Kibana.

Part 1 GitHub repo contains:

  • the video recording of the workshop. Timestamp 25:03 will take you directly to the CRUD operations section.
  • all the requests needed to perform CRUD operations with Elasticsearch and Kibana.

Part 2
This workshop will show you how you can send search queries from Kibana to Elasticsearch and how you can finetune the relevance of your search results.

Part 2 GitHub repo contains the video recording of this workshops as well as all the queries and aggregations requests covered during the workshop.

The following timestamps mark the topics you may want to explore after setting up Elasticsearch and Kibana on Elastic Cloud:

  • How to set up Elastic Cloud and upload data 14:29​
  • Queries and Aggregations used for search 21:56​
  • Queries used to finetune Precision or Recall 33:33

There you have it. Now, go explore what you can do!

image

Discussion (0)

pic
Editor guide