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

[role="xpack"]
[testenv="gold"]
[[configuring-metricbeat]]
=== Collecting {es} monitoring data with {metricbeat}

[subs="attributes"]
++++
<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}]. 

//NOTE: The tagged regions are re-used in the Stack Overview.

. 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`). 
--

. {metricbeat-ref}/metricbeat-installation.html[Install {metricbeat}] on each
{es} node in the production cluster.

. Enable the {es} {xpack} module in {metricbeat} on each {es} node. +
+
--
// tag::enable-es-module[]
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-xpack
----------------------------------------------------------------------

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

// end::enable-es-module[]
--

. Configure the {es} {xpack} module in {metricbeat} on each {es} node. +
+
--
// tag::configure-es-module[]
The `modules.d/elasticsearch-xpack.yml` file contains the following settings:

[source,yaml]
----------------------------------
  - module: elasticsearch
    metricsets:
      - ccr
      - cluster_stats
      - index
      - index_recovery
      - index_summary
      - ml_job
      - node_stats
      - shard
    period: 10s
    hosts: ["http://localhost:9200"]
    #username: "user"
    #password: "secret"
    xpack.enabled: true
----------------------------------

By default, the module collects {es} monitoring metrics from
`http://localhost:9200`. If that host and port number are not correct, you must
update the `hosts` setting. If you configured {es} to use encrypted
communications, you must access it via HTTPS. For example, use a `hosts` setting
like `https://localhost:9200`.
// end::configure-es-module[]

// tag::remote-monitoring-user[]
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. 
// end::remote-monitoring-user[]
--

. 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:
  # Array of hosts to connect to.
  hosts: ["http://es-mon-1:9200", "http://es-mon2:9200"] <1>
  
  # Optional protocol and basic auth credentials.
  #protocol: "https"
  #username: "elastic"
  #password: "changeme"
----------------------------------
<1> In this example, the data is stored on a monitoring cluster with nodes 
`es-mon-1` and `es-mon-2`. 

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

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

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.

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

. <<starting-elasticsearch,Start {es}>> on each node.

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

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