[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
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@ -23,6 +23,12 @@
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include::{es-repo-dir}/Versions.asciidoc[]
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include::{es-repo-dir}/reference/index-shared1.asciidoc[]
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ifdef::include-xpack[]
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:edit_url!:
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include::setup-xes.asciidoc[]
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endif::include-xpack[]
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include::{es-repo-dir}/reference/index-shared2.asciidoc[]
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ifdef::include-xpack[]
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@ -0,0 +1,182 @@
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[role="xpack"]
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[[installing-xpack-es]]
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== Installing X-Pack
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After you install {es}, you can optionally obtain and install {xpack}.
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For more information about how to obtain {xpack},
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see https://www.elastic.co/products/x-pack.
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You must run the version of {xpack} that matches the version of {es} you are running.
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IMPORTANT: If you are installing {xpack} for the first time on an existing
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cluster, you must perform a full cluster restart. Installing {xpack} enables
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security and security must be enabled on ALL nodes in a cluster for the cluster
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to operate correctly. When upgrading you can usually perform
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a {ref}/rolling-upgrades.html[rolling upgrade].
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To install {xpack} in {es}:
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. Run `bin/elasticsearch-plugin install` from `ES_HOME` on each node in your cluster:
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+
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--
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[source,shell]
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----------------------------------------------------------
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bin/elasticsearch-plugin install x-pack
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----------------------------------------------------------
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//NOTCONSOLE
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NOTE: If you are using a <<xpack-package-installation, DEB/RPM distribution>>
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of {es}, run the installation with superuser permissions. To
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perform an offline installation, <<xpack-installing-offline, download the X-Pack binaries>>.
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--
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. Confirm that you want to grant {xpack} additional permissions.
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+
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--
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TIP: Specify the `--batch` option when running the install command to
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automatically grant these permissions and bypass these install prompts.
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--
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+
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.. {xpack} needs these permissions to set the threat context loader during
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install so {watcher} can send email notifications.
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+
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--
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[source,shell]
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----------------------------------------------------------
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@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@
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@ WARNING: plugin requires additional permissions @
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@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@
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* java.lang.RuntimePermission accessClassInPackage.com.sun.activation.registries
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* java.lang.RuntimePermission getClassLoader
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* java.lang.RuntimePermission setContextClassLoader
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* java.lang.RuntimePermission setFactory
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* java.security.SecurityPermission createPolicy.JavaPolicy
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* java.security.SecurityPermission getPolicy
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* java.security.SecurityPermission putProviderProperty.BC
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* java.security.SecurityPermission setPolicy
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* java.util.PropertyPermission * read,write
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* java.util.PropertyPermission sun.nio.ch.bugLevel write
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* javax.net.ssl.SSLPermission setHostnameVerifier
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See http://docs.oracle.com/javase/8/docs/technotes/guides/security/permissions.html
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for descriptions of what these permissions allow and the associated risks.
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Continue with installation? [y/N]y
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----------------------------------------------------------
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//NOTCONSOLE
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--
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.. {xpack} requires permissions to enable {es} to launch the {ml} analytical
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engine. The native controller ensures that the launched process is a valid
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{ml} component. Once launched, communications between the {ml} processes and
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{es} are limited to the operating system user that {es} runs as.
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+
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--
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[source,shell]
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----------------------------------------------------------
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@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@
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@ WARNING: plugin forks a native controller @
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@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@
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This plugin launches a native controller that is not subject to
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the Java security manager nor to system call filters.
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Continue with installation? [y/N]y
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----------------------------------------------------------
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//NOTCONSOLE
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--
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. If you have disabled automatic index creation in {es}, configure
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{ref}/docs-index_.html#index-creation[`action.auto_create_index`] in
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`elasticsearch.yml` to allow {xpack} to create the following indices:
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+
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--
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[source,yaml]
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-----------------------------------------------------------
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action.auto_create_index: .security,.monitoring*,.watches,.triggered_watches,.watcher-history*
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-----------------------------------------------------------
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//NOTCONSOLE
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--
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. Start {es}.
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+
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--
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[source,shell]
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----------------------------------------------------------
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bin/elasticsearch
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----------------------------------------------------------
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//NOTCONSOLE
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--
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For information about installing {xpack} in {kib} and Logstash, see
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{xpack-ref}/installing-xpack.html[Installing {xpack}].
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[IMPORTANT]
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=============================================================================
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SSL/TLS encryption is disabled by default, which means user credentials are
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passed in the clear. **Do not deploy to production without enabling encryption!**
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For more information, see {xpack-ref}/encrypting-communications.html[Encrypting
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Communications].
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You must also **change the passwords for the built-in `elastic` user and the
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`kibana` user that enables {kib} to communicate with {es} before
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deploying to production**. For more information,
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see {xpack-ref}/setting-up-authentication.html[Setting Up User Authentication].
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=============================================================================
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[float]
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[[xpack-package-installation]]
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=== Installing {xpack} on a DEB/RPM Package Installation
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If you use the DEB/RPM packages to install {es}, by default {es} is installed
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in `/usr/share/elasticsearch` and the configuration files are stored
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in `/etc/elasticsearch`. (For the complete list of default paths, see
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{ref}/deb.html#deb-layout[Debian Directory Layout] and
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{ref}/rpm.html#rpm-layout[RPM Directory Layout] in the {es} Reference.)
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To install {xpack} on a DEB/RPM package installation, you need to run
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`bin/plugin install` from the `/usr/share/elasticsearch` directory with superuser
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permissions:
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[source,shell]
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----------------------------------------------------------
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cd /usr/share/elasticsearch
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sudo bin/elasticsearch-plugin install x-pack
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----------------------------------------------------------
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//NOTCONSOLE
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NOTE: If the configuration files are not in `/etc/elasticsearch` you
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need to specify the location of the configuration files by
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setting the system property `es.path.conf` to the config path via
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`ES_JAVA_OPTS="-Des.path.conf=<path>"` or by setting the
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environment variable `CONF_DIR` via `CONF_DIR=<path>`.
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[float]
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[[xpack-installing-offline]]
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=== Installing {xpack} on Offline Machines
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The plugin install scripts require direct Internet access to download and
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install {xpack}. If your server doesn’t have Internet access, you
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can manually download and install {xpack}.
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To install {xpack} on a machine that doesn't have Internet access:
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. Manually download the {xpack} zip file:
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https://artifacts.elastic.co/downloads/packs/x-pack/x-pack-{version}.zip[
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+https://artifacts.elastic.co/downloads/packs/x-pack/x-pack-{version}.zip+]
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(https://artifacts.elastic.co/downloads/packs/x-pack/x-pack-{version}.zip.sha1[sha1])
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. Transfer the zip file to a temporary directory on the offline machine. (Do NOT
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put the file in the {es} plugins directory.)
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. Run `bin/elasticsearch-plugin install` from the {es} install directory
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and specify the location of the {xpack} zip file. For example:
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+
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--
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["source","sh",subs="attributes"]
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----------------------------------------------------------
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bin/elasticsearch-plugin install file:///path/to/file/x-pack-{version}.zip
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----------------------------------------------------------
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//NOTCONSOLE
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NOTE: You must specify an absolute path to the zip file after the `file://` protocol.
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--
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If you want to use {xpackml} features, there must be at least one {ml} node in
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your cluster and all master-eligible nodes must have {ml} enabled. By default,
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when you install {xpack}, all nodes are {ml} nodes. For more information about
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these settings, see <<ml-settings>>.
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these settings, see <<xpack-settings>>.
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To use the {xpackml} features to analyze your data, you must create a job and
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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
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enabled by default. If you have multiple nodes in your cluster, you can
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optionally dedicate nodes to specific purposes. If you want to control which
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nodes are _machine learning nodes_ or limit which nodes run resource-intensive
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activity related to jobs, see <<ml-settings>>.
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activity related to jobs, see <<xpack-settings>>.
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[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`,
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which is the default behavior. If you set `node.ml` to `false`, the node can
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service API requests but it cannot run jobs. If you want to use {xpackml}
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features, there must be at least one {ml} node in your cluster. For more
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information about this setting, see <<ml-settings>>.
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information about this setting, see <<xpack-settings>>.
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[float]
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[[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}
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(set `xpack.ml.enabled` to `true`) on all master-eligible nodes. Do not use
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these settings if you do not have {xpack} installed.
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For more information about these settings,
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see {xpack-ref}/ml-settings.html[Machine Learning Settings].
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For more information about these settings, see <<ml-settings>>.
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To create a dedicated {ml} node, set:
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@ -0,0 +1,23 @@
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[role="xpack"]
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[[settings-xpack]]
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== Configuring X-Pack
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You can configure {es} settings for {xpack} features in the `elasticsearch.yml`
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file.
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If you are using {kib}, there are also settings in the `kibana.yml` file. See
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{kibana}/settings.html[Configuring {kib}].
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//TODO: Add link to "Configuring XPack" in Kibana Reference.
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The following settings pertain to specific {xpack} features:
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* <<ml-settings,Machine Learning Settings>>
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* {xpack-ref}/monitoring-settings.html[Monitoring Settings]
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* {xpack-ref}/security-settings.html[Security Settings]
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* {xpack-ref}/notification-settings.html[Watcher Settings]
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For more information, see <<settings>> and
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{xpack-ref}/xpack-settings.html[{xpack} Settings].
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include::ml-settings.asciidoc[]
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You configure settings for X-Pack features in the `elasticsearch.yml` and `kibana.yml`
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configuration files.
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* <<security-settings, Security Settings>>
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* <<monitoring-settings, Monitoring Settings>>
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* <<notification-settings, Watcher Settings>>
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* <<reporting-settings, Reporting Settings>>
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* <<ml-settings, Machine Learning Settings>>
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[options="header,footer"]
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|=======================
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|{xpack} Feature |{es} Settings |{kib} Settings |Logstash Settings
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|Graph |No |<<graph-settings,Yes>> |No
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//{kib-ref}/settings-xpack-kb.html[Yes]
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|Machine learning |{ref}/settings-xpack.html[Yes] |Yes |No
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//{kib-ref}/settings-xpack-kb.html[Yes]
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|Monitoring |<<monitoring-settings,Yes>> |<<monitoring-settings,Yes>> |<<monitoring-settings,Yes>>
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//{ref}/settings-xpack.html[Yes] {kib-ref}/settings-xpack-kb.html[Yes]
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|Reporting |No |<<reporting-settings,Yes>> |No
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//{kib-ref}/settings-xpack-kb.html[Yes]
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|Security |<<security-settings,Yes>> |<<security-settings,Yes>> |No
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//{ref}/settings-xpack.html[Yes] {kib-ref}/settings-xpack-kb.html[Yes]
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|Watcher |<<notification-settings,Yes>> |No |No
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//{ref}/settings-xpack.html[Yes] No
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|=======================
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--
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include::security-settings.asciidoc[]
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include::graph-settings.asciidoc[]
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include::notification-settings.asciidoc[]
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include::reporting-settings.asciidoc[]
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include::ml-settings.asciidoc[]
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//include::ml-settings.asciidoc[]
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@ -1,18 +1,18 @@
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[role="xpack"]
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[[ml-settings]]
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== Machine Learning Settings
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=== Machine Learning Settings
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You do not need to configure any settings to use {ml}. It is enabled by default.
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[float]
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[[general-ml-settings]]
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=== General Machine Learning Settings
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==== General Machine Learning Settings
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`xpack.ml.enabled`::
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Set to `true` (default) to enable {ml}. +
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+
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If set to `false` in `elasticsearch.yml`, the {ml} APIs are disabled.
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You also cannot open jobs, start {dfeeds}, or receive transport (internal)
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communication requests related to {ml} APIs.
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If set to `false` in `kibana.yml`, the {ml} icon is not visible in {kib}. +
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communication requests related to {ml} APIs. +
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+
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IMPORTANT: If you want to use {ml} features in your cluster, you must have
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`xpack.ml.enabled` set to `true` on all master-eligible nodes. This is the
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[role="xpack"]
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[[setup-xpack]]
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= Setup X-Pack
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[partintro]
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--
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{xpack} is an Elastic Stack extension that bundles security, alerting,
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monitoring, reporting, machine learning, and graph capabilities into one
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easy-to-install package. To access this functionality, you must
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<<installing-xpack-es,install {xpack} in {es}>>.
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--
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include::installing-xes.asciidoc[]
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include::settings/configuring-xes.asciidoc[]
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Reference in New Issue