OpenSearch/docs/reference/monitoring/configuring-metricbeat.asciidoc

[role="xpack"]
[testenv="gold"]
[[configuring-metricbeat]]
=== Collecting {es} monitoring data with {metricbeat}
++++
<titleabbrev>Collecting monitoring data with {metricbeat}</titleabbrev>
++++

In 6.5 and later, you can use {metricbeat} to collect data about {es} 
and ship it to the monitoring cluster, rather than routing it through exporters 
as described in <<collecting-monitoring-data>>. 

image::monitoring/images/metricbeat.png[Example monitoring architecture]

To learn about monitoring in general, see 
{stack-ov}/xpack-monitoring.html[Monitoring the {stack}]. 

. Enable the collection of monitoring data. Set 
`xpack.monitoring.collection.enabled` to `true` on each node in the production 
cluster. By default, it is is disabled (`false`). 
+ 
--
NOTE: You can specify this setting in either the `elasticsearch.yml` on each 
node or across the cluster as a dynamic cluster setting. If {es} 
{security-features} are enabled, you must have `monitor` cluster privileges to 
view the cluster settings and `manage` cluster privileges to change them.

For example, you can use the following APIs to review and change this setting:

[source,js]
----------------------------------
GET _cluster/settings

PUT _cluster/settings
{
  "persistent": {
    "xpack.monitoring.collection.enabled": true
  }
}
----------------------------------
// CONSOLE 

For more information, see <<monitoring-settings>> and <<cluster-update-settings>>.
--

. Disable the default collection of {es} monitoring metrics. Set 
`xpack.monitoring.elasticsearch.collection.enabled` to `false` on each node in 
the production cluster.
+ 
--
NOTE: You can specify this setting in either the `elasticsearch.yml` on each 
node or across the cluster as a dynamic cluster setting. If {es} 
{security-features} are enabled, you must have `monitor` cluster privileges to 
view the cluster settings and `manage` cluster privileges to change them.

For example, you can use the following API to change this setting:

[source,js]
----------------------------------
PUT _cluster/settings
{
  "persistent": {
    "xpack.monitoring.elasticsearch.collection.enabled": false
  }
}
----------------------------------
// CONSOLE

Leave `xpack.monitoring.enabled` set to its default value (`true`). 
--

. On each {es} node in the production cluster:

.. {metricbeat-ref}/metricbeat-installation.html[Install {metricbeat}].

.. Enable the {es} module in {metricbeat}. +
+
--
For example, to enable the default configuration in the `modules.d` directory, 
run the following command:

["source","sh",subs="attributes,callouts"]
----------------------------------------------------------------------
metricbeat modules enable elasticsearch
----------------------------------------------------------------------

For more information, see 
{metricbeat-ref}/configuration-metricbeat.html[Specify which modules to run] and 
{metricbeat-ref}/metricbeat-module-elasticsearch.html[{es} module]. 
--

.. Configure the {es} module in {metricbeat}. +
+
--
You must specify the following settings in the `modules.d/elasticsearch.yml` file:

[source,yaml]
----------------------------------
- module: elasticsearch
  metricsets:
    - ccr
    - cluster_stats
    - index
    - index_recovery
    - index_summary
    - ml_job
    - node_stats
    - shard
  period: 10s
  hosts: ["http://localhost:9200"] <1>
  xpack.enabled: true <2>
----------------------------------
<1> This setting identifies the host and port number that are used to access {es}.
<2> This setting ensures that {kib} can read this monitoring data successfully. 
That is to say, it's stored in the same location and format as monitoring data 
that is sent by <<es-monitoring-exporters,exporters>>. 
--

.. If Elastic {security-features} are enabled, you must also provide a user ID 
and password so that {metricbeat} can collect metrics successfully. 

... Create a user on the production cluster that has the 
{stack-ov}/built-in-roles.html[`remote_monitoring_collector` built-in role]. 
Alternatively, use the {stack-ov}/built-in-users.html[`remote_monitoring_user` built-in user].

... Add the `username` and `password` settings to the {es} module configuration 
file.
+
--
For example, add the following settings in the `modules.d/elasticsearch.yml` file:

[source,yaml]
----------------------------------
- module: elasticsearch
  ...
  username: remote_monitoring_user
  password: YOUR_PASSWORD
----------------------------------
--

.. If you configured {es} to use <<configuring-tls,encrypted communications>>, 
you must access it via HTTPS. For example, use a `hosts` setting like 
`https://localhost:9200` in the `modules.d/elasticsearch.yml` file.

.. Identify where to send the monitoring data. +
+
--
TIP: In production environments, we strongly recommend using a separate cluster 
(referred to as the _monitoring cluster_) to store the data. Using a separate 
monitoring cluster prevents production cluster outages from impacting your 
ability to access your monitoring data. It also prevents monitoring activities 
from impacting the performance of your production cluster.

For example, specify the {es} output information in the {metricbeat} 
configuration file (`metricbeat.yml`):

[source,yaml]
----------------------------------
output.elasticsearch:
  hosts: ["http://es-mon-1:9200", "http://es-mon2:9200"] <1>
----------------------------------
<1> In this example, the data is stored on a monitoring cluster with nodes 
`es-mon-1` and `es-mon-2`. 

IMPORTANT: The {es} {monitor-features} use ingest pipelines, therefore the
cluster that stores the monitoring data must have at least one 
<<ingest,ingest node>>. 

For more information about these configuration options, see 
{metricbeat-ref}/elasticsearch-output.html[Configure the {es} output].
--

.. If {es} {security-features} are enabled on the monitoring cluster, you 
must provide a valid user ID and password so that {metricbeat} can send metrics 
successfully. 

... Create a user on the monitoring cluster that has the 
{stack-ov}/built-in-roles.html[`remote_monitoring_agent` built-in role]. 
Alternatively, use the 
{stack-ov}/built-in-users.html[`remote_monitoring_user` built-in user].

... Add the `username` and `password` settings to the {es} output information in 
the {metricbeat} configuration file (`metricbeat.yml`):
+
--
[source,yaml]
----------------------------------
output.elasticsearch:
  ...
  username: remote_monitoring_user
  password: YOUR_PASSWORD
----------------------------------
--

.. If you configured the monitoring cluster to use 
<<configuring-tls,encrypted communications>>, you must access it via 
HTTPS. For example, use a `hosts` setting like `https://es-mon-1:9200` in the 
`metricbeat.yml` file. 

. <<starting-elasticsearch,Start {es}>>.

. {metricbeat-ref}/metricbeat-starting.html[Start {metricbeat}]. 

. {kibana-ref}/monitoring-data.html[View the monitoring data in {kib}].