Databases & CRM
Set up Elasticsearch / OpenSearch
Connect an Elasticsearch or OpenSearch cluster. Each index's mapping becomes a findable concept — fields, types, sample values — and small record-like indices also become one situated record per document. Rolling log and metric indices stay concepts only: half a log stream indexed would be noise pretending to be knowledge. Read-only.
- Elasticsearch: in Kibana open Stack Management → Security → API keys, create a key with a read-only role and copy the ENCODED value. OpenSearch and basic-auth clusters: use a read-only user's name and password instead.
- Documents → Elasticsearch / OpenSearch: enter the cluster URL (with its port when it isn't 443) and the key or credentials.
- Optionally limit to specific indices — the right move on clusters that mix business data with logs.
- Choose access groups, Test, then Sync.
System indices (names starting with a dot) are always skipped. An index becomes per-record surfaces only when it carries a name-like field and holds at most 2,000 documents — bigger ones keep their concept and the sweep summary names them, so nothing is silently half-indexed.
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Last updated 29 Aug 2026