[DOCS] Create X-Pack installation and introduction for Elasticsearch Ref (elastic/x-pack-elasticsearch#1698)

* [DOCS] Create X-Pack installation and introduction for Elasticsearch Reference

* [DOCS] Address feedback in X-Pack install and intro info

* [DOCS] Add X-Pack setup pages

* [DOCS] Add ML settings to Elasticsearch

* [DOCS] Add table for X-Pack settings

* [DOCS]Add logstash settings

Original commit: elastic/x-pack-elasticsearch@65786cff78
This commit is contained in:
Lisa Cawley 2017-06-19 18:01:52 -07:00 committed by GitHub
parent 68c1c15912
commit 551f2f6ac2
10 changed files with 251 additions and 15 deletions

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@ -23,6 +23,12 @@
include::{es-repo-dir}/Versions.asciidoc[]
include::{es-repo-dir}/reference/index-shared1.asciidoc[]
ifdef::include-xpack[]
:edit_url!:
include::setup-xes.asciidoc[]
endif::include-xpack[]
include::{es-repo-dir}/reference/index-shared2.asciidoc[]
ifdef::include-xpack[]

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@ -0,0 +1,182 @@
[role="xpack"]
[[installing-xpack-es]]
== Installing X-Pack
After you install {es}, you can optionally obtain and install {xpack}.
For more information about how to obtain {xpack},
see https://www.elastic.co/products/x-pack.
You must run the version of {xpack} that matches the version of {es} you are running.
IMPORTANT: If you are installing {xpack} for the first time on an existing
cluster, you must perform a full cluster restart. Installing {xpack} enables
security and security must be enabled on ALL nodes in a cluster for the cluster
to operate correctly. When upgrading you can usually perform
a {ref}/rolling-upgrades.html[rolling upgrade].
To install {xpack} in {es}:
. Run `bin/elasticsearch-plugin install` from `ES_HOME` on each node in your cluster:
+
--
[source,shell]
----------------------------------------------------------
bin/elasticsearch-plugin install x-pack
----------------------------------------------------------
//NOTCONSOLE
NOTE: If you are using a <<xpack-package-installation, DEB/RPM distribution>>
of {es}, run the installation with superuser permissions. To
perform an offline installation, <<xpack-installing-offline, download the X-Pack binaries>>.
--
. Confirm that you want to grant {xpack} additional permissions.
+
--
TIP: Specify the `--batch` option when running the install command to
automatically grant these permissions and bypass these install prompts.
--
+
.. {xpack} needs these permissions to set the threat context loader during
install so {watcher} can send email notifications.
+
--
[source,shell]
----------------------------------------------------------
@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@
@ WARNING: plugin requires additional permissions @
@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@
* java.lang.RuntimePermission accessClassInPackage.com.sun.activation.registries
* java.lang.RuntimePermission getClassLoader
* java.lang.RuntimePermission setContextClassLoader
* java.lang.RuntimePermission setFactory
* java.security.SecurityPermission createPolicy.JavaPolicy
* java.security.SecurityPermission getPolicy
* java.security.SecurityPermission putProviderProperty.BC
* java.security.SecurityPermission setPolicy
* java.util.PropertyPermission * read,write
* java.util.PropertyPermission sun.nio.ch.bugLevel write
* javax.net.ssl.SSLPermission setHostnameVerifier
See http://docs.oracle.com/javase/8/docs/technotes/guides/security/permissions.html
for descriptions of what these permissions allow and the associated risks.
Continue with installation? [y/N]y
----------------------------------------------------------
//NOTCONSOLE
--
.. {xpack} requires permissions to enable {es} to launch the {ml} analytical
engine. The native controller ensures that the launched process is a valid
{ml} component. Once launched, communications between the {ml} processes and
{es} are limited to the operating system user that {es} runs as.
+
--
[source,shell]
----------------------------------------------------------
@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@
@ WARNING: plugin forks a native controller @
@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@
This plugin launches a native controller that is not subject to
the Java security manager nor to system call filters.
Continue with installation? [y/N]y
----------------------------------------------------------
//NOTCONSOLE
--
. If you have disabled automatic index creation in {es}, configure
{ref}/docs-index_.html#index-creation[`action.auto_create_index`] in
`elasticsearch.yml` to allow {xpack} to create the following indices:
+
--
[source,yaml]
-----------------------------------------------------------
action.auto_create_index: .security,.monitoring*,.watches,.triggered_watches,.watcher-history*
-----------------------------------------------------------
//NOTCONSOLE
--
. Start {es}.
+
--
[source,shell]
----------------------------------------------------------
bin/elasticsearch
----------------------------------------------------------
//NOTCONSOLE
--
For information about installing {xpack} in {kib} and Logstash, see
{xpack-ref}/installing-xpack.html[Installing {xpack}].
[IMPORTANT]
=============================================================================
SSL/TLS encryption is disabled by default, which means user credentials are
passed in the clear. **Do not deploy to production without enabling encryption!**
For more information, see {xpack-ref}/encrypting-communications.html[Encrypting
Communications].
You must also **change the passwords for the built-in `elastic` user and the
`kibana` user that enables {kib} to communicate with {es} before
deploying to production**. For more information,
see {xpack-ref}/setting-up-authentication.html[Setting Up User Authentication].
=============================================================================
[float]
[[xpack-package-installation]]
=== Installing {xpack} on a DEB/RPM Package Installation
If you use the DEB/RPM packages to install {es}, by default {es} is installed
in `/usr/share/elasticsearch` and the configuration files are stored
in `/etc/elasticsearch`. (For the complete list of default paths, see
{ref}/deb.html#deb-layout[Debian Directory Layout] and
{ref}/rpm.html#rpm-layout[RPM Directory Layout] in the {es} Reference.)
To install {xpack} on a DEB/RPM package installation, you need to run
`bin/plugin install` from the `/usr/share/elasticsearch` directory with superuser
permissions:
[source,shell]
----------------------------------------------------------
cd /usr/share/elasticsearch
sudo bin/elasticsearch-plugin install x-pack
----------------------------------------------------------
//NOTCONSOLE
NOTE: If the configuration files are not in `/etc/elasticsearch` you
need to specify the location of the configuration files by
setting the system property `es.path.conf` to the config path via
`ES_JAVA_OPTS="-Des.path.conf=<path>"` or by setting the
environment variable `CONF_DIR` via `CONF_DIR=<path>`.
[float]
[[xpack-installing-offline]]
=== Installing {xpack} on Offline Machines
The plugin install scripts require direct Internet access to download and
install {xpack}. If your server doesnt have Internet access, you
can manually download and install {xpack}.
To install {xpack} on a machine that doesn't have Internet access:
. Manually download the {xpack} zip file:
https://artifacts.elastic.co/downloads/packs/x-pack/x-pack-{version}.zip[
+https://artifacts.elastic.co/downloads/packs/x-pack/x-pack-{version}.zip+]
(https://artifacts.elastic.co/downloads/packs/x-pack/x-pack-{version}.zip.sha1[sha1])
. Transfer the zip file to a temporary directory on the offline machine. (Do NOT
put the file in the {es} plugins directory.)
. Run `bin/elasticsearch-plugin install` from the {es} install directory
and specify the location of the {xpack} zip file. For example:
+
--
["source","sh",subs="attributes"]
----------------------------------------------------------
bin/elasticsearch-plugin install file:///path/to/file/x-pack-{version}.zip
----------------------------------------------------------
//NOTCONSOLE
NOTE: You must specify an absolute path to the zip file after the `file://` protocol.
--

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@ -4,7 +4,7 @@
If you want to use {xpackml} features, there must be at least one {ml} node in
your cluster and all master-eligible nodes must have {ml} enabled. By default,
when you install {xpack}, all nodes are {ml} nodes. For more information about
these settings, see <<ml-settings>>.
these settings, see <<xpack-settings>>.
To use the {xpackml} features to analyze your data, you must create a job and
send your data to that job.

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@ -59,7 +59,7 @@ When you install {xpack} into {es} and {kib}, the {ml} features are
enabled by default. If you have multiple nodes in your cluster, you can
optionally dedicate nodes to specific purposes. If you want to control which
nodes are _machine learning nodes_ or limit which nodes run resource-intensive
activity related to jobs, see <<ml-settings>>.
activity related to jobs, see <<xpack-settings>>.
[float]

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@ -52,7 +52,7 @@ A {ml} node is a node that has `xpack.ml.enabled` and `node.ml` set to `true`,
which is the default behavior. If you set `node.ml` to `false`, the node can
service API requests but it cannot run jobs. If you want to use {xpackml}
features, there must be at least one {ml} node in your cluster. For more
information about this setting, see <<ml-settings>>.
information about this setting, see <<xpack-settings>>.
[float]
[[ml-function-overview]]

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@ -96,8 +96,7 @@ If you want to use {xpackml} features in your cluster, you must enable {ml}
(set `xpack.ml.enabled` to `true`) on all master-eligible nodes. Do not use
these settings if you do not have {xpack} installed.
For more information about these settings,
see {xpack-ref}/ml-settings.html[Machine Learning Settings].
For more information about these settings, see <<ml-settings>>.
To create a dedicated {ml} node, set:

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@ -0,0 +1,23 @@
[role="xpack"]
[[settings-xpack]]
== Configuring X-Pack
You can configure {es} settings for {xpack} features in the `elasticsearch.yml`
file.
If you are using {kib}, there are also settings in the `kibana.yml` file. See
{kibana}/settings.html[Configuring {kib}].
//TODO: Add link to "Configuring XPack" in Kibana Reference.
The following settings pertain to specific {xpack} features:
* <<ml-settings,Machine Learning Settings>>
* {xpack-ref}/monitoring-settings.html[Monitoring Settings]
* {xpack-ref}/security-settings.html[Security Settings]
* {xpack-ref}/notification-settings.html[Watcher Settings]
For more information, see <<settings>> and
{xpack-ref}/xpack-settings.html[{xpack} Settings].
include::ml-settings.asciidoc[]

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@ -6,11 +6,23 @@
You configure settings for X-Pack features in the `elasticsearch.yml` and `kibana.yml`
configuration files.
* <<security-settings, Security Settings>>
* <<monitoring-settings, Monitoring Settings>>
* <<notification-settings, Watcher Settings>>
* <<reporting-settings, Reporting Settings>>
* <<ml-settings, Machine Learning Settings>>
[options="header,footer"]
|=======================
|{xpack} Feature |{es} Settings |{kib} Settings |Logstash Settings
|Graph |No |<<graph-settings,Yes>> |No
//{kib-ref}/settings-xpack-kb.html[Yes]
|Machine learning |{ref}/settings-xpack.html[Yes] |Yes |No
//{kib-ref}/settings-xpack-kb.html[Yes]
|Monitoring |<<monitoring-settings,Yes>> |<<monitoring-settings,Yes>> |<<monitoring-settings,Yes>>
//{ref}/settings-xpack.html[Yes] {kib-ref}/settings-xpack-kb.html[Yes]
|Reporting |No |<<reporting-settings,Yes>> |No
//{kib-ref}/settings-xpack-kb.html[Yes]
|Security |<<security-settings,Yes>> |<<security-settings,Yes>> |No
//{ref}/settings-xpack.html[Yes] {kib-ref}/settings-xpack-kb.html[Yes]
|Watcher |<<notification-settings,Yes>> |No |No
//{ref}/settings-xpack.html[Yes] No
|=======================
--
include::security-settings.asciidoc[]
@ -18,4 +30,4 @@ include::monitoring-settings.asciidoc[]
include::graph-settings.asciidoc[]
include::notification-settings.asciidoc[]
include::reporting-settings.asciidoc[]
include::ml-settings.asciidoc[]
//include::ml-settings.asciidoc[]

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@ -1,18 +1,18 @@
[role="xpack"]
[[ml-settings]]
== Machine Learning Settings
=== Machine Learning Settings
You do not need to configure any settings to use {ml}. It is enabled by default.
[float]
[[general-ml-settings]]
=== General Machine Learning Settings
==== General Machine Learning Settings
`xpack.ml.enabled`::
Set to `true` (default) to enable {ml}. +
+
If set to `false` in `elasticsearch.yml`, the {ml} APIs are disabled.
You also cannot open jobs, start {dfeeds}, or receive transport (internal)
communication requests related to {ml} APIs.
If set to `false` in `kibana.yml`, the {ml} icon is not visible in {kib}. +
communication requests related to {ml} APIs. +
+
IMPORTANT: If you want to use {ml} features in your cluster, you must have
`xpack.ml.enabled` set to `true` on all master-eligible nodes. This is the

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@ -0,0 +1,14 @@
[role="xpack"]
[[setup-xpack]]
= Setup X-Pack
[partintro]
--
{xpack} is an Elastic Stack extension that bundles security, alerting,
monitoring, reporting, machine learning, and graph capabilities into one
easy-to-install package. To access this functionality, you must
<<installing-xpack-es,install {xpack} in {es}>>.
--
include::installing-xes.asciidoc[]
include::settings/configuring-xes.asciidoc[]