[DOCS] Adds higher-level monitoring configuration page (#35926)

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Lisa Cawley 2018-11-28 12:36:29 -08:00 committed by GitHub
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[role="xpack"]
[testenv="gold"]
[[collecting-monitoring-data]]
=== Collecting monitoring data
++++
<titleabbrev>Collecting monitoring data</titleabbrev>
++++
If you enable the Elastic {monitor-features} in your cluster, you can
optionally collect metrics about {es}. By default, monitoring is enabled but
data collection is disabled.
This method involves sending the metrics to the monitoring cluster by using
exporters. For an alternative method, see <<configuring-metricbeat>>.
NOTE: If you want to collect monitoring data from sources such as Beats and {ls}
and route it to a monitoring cluster, you must follow this method. You cannot
use {metricbeat} to ship the monitoring data for those products yet.
Advanced monitoring settings enable you to control how frequently data is
collected, configure timeouts, and set the retention period for locally-stored
monitoring indices. You can also adjust how monitoring data is displayed.
To learn about monitoring in general, see
{stack-ov}/xpack-monitoring.html[Monitoring the {stack}].
. Configure your cluster to collect monitoring data:
.. Verify that the `xpack.monitoring.enabled` setting is `true`, which is its
default value, on each node in the cluster. For more information, see
<<monitoring-settings>>.
.. Verify that the `xpack.monitoring.elasticsearch.collection.enabled` setting
is `true`, which is its default value, on each node in the 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 more information, see <<monitoring-settings>> and <<cluster-update-settings>>.
--
.. Set the `xpack.monitoring.collection.enabled` setting to `true` on each
node in the 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, 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
Alternatively, you can enable this setting in {kib}. In the side navigation,
click *Monitoring*. If data collection is disabled, you are prompted to turn it
on.
For more
information, see <<monitoring-settings>> and <<cluster-update-settings>>.
--
.. Optional: Specify which indices you want to monitor.
+
--
By default, the monitoring agent collects data from all {es} indices.
To collect data from particular indices, configure the
`xpack.monitoring.collection.indices` setting. You can specify multiple indices
as a comma-separated list or use an index pattern to match multiple indices. For
example:
[source,yaml]
----------------------------------
xpack.monitoring.collection.indices: logstash-*, index1, test2
----------------------------------
You can prepend `+` or `-` to explicitly include or exclude index names or
patterns. For example, to include all indices that start with `test` except
`test3`, you could specify `+test*,-test3`.
--
.. Optional: Specify how often to collect monitoring data. The default value for
the `xpack.monitoring.collection.interval` setting 10 seconds. See
<<monitoring-settings>>.
. Identify where to store monitoring data.
+
--
By default, the data is stored on the same cluster by using a
<<local-exporter,`local` exporter>>.
Alternatively, you can use an <<http-exporter,`http` exporter>> to send data to
a separate _monitoring cluster_.
For more information about typical monitoring architectures,
see {stack-ov}/how-monitoring-works.html[How Monitoring Works].
--
. If you choose to use an `http` exporter:
.. On the cluster that you want to monitor (often called the _production cluster_),
configure each node to send metrics to your monitoring cluster. Configure an
HTTP exporter in the `xpack.monitoring.exporters` settings in the
`elasticsearch.yml` file. For example:
+
--
[source,yaml]
--------------------------------------------------
xpack.monitoring.exporters:
id1:
type: http
host: ["http://es-mon-1:9200", "http://es-mon2:9200"]
--------------------------------------------------
--
.. If the Elastic {security-features} are enabled on the monitoring cluster, you
must provide appropriate credentials when data is shipped to the monitoring cluster:
... 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 user ID and password settings to the HTTP exporter settings in the
`elasticsearch.yml` file on each node. +
+
--
For example:
[source,yaml]
--------------------------------------------------
xpack.monitoring.exporters:
id1:
type: http
host: ["http://es-mon-1:9200", "http://es-mon2:9200"]
auth.username: remote_monitoring_user
auth.password: YOUR_PASSWORD
--------------------------------------------------
--
.. If you configured the monitoring cluster to use
<<configuring-tls,encrypted communications>>, you must use the HTTPS protocol in
the `host` setting. You must also specify the trusted CA certificates that will
be used to verify the identity of the nodes in the monitoring cluster.
*** To add a CA certificate to an {es} node's trusted certificates, you can
specify the location of the PEM encoded certificate with the
`certificate_authorities` setting. For example:
+
--
[source,yaml]
--------------------------------------------------
xpack.monitoring.exporters:
id1:
type: http
host: ["https://es-mon1:9200", "https://es-mon2:9200"]
auth:
username: remote_monitoring_user
password: YOUR_PASSWORD
ssl:
certificate_authorities: [ "/path/to/ca.crt" ]
--------------------------------------------------
--
*** Alternatively, you can configure trusted certificates using a truststore
(a Java Keystore file that contains the certificates). For example:
+
--
[source,yaml]
--------------------------------------------------
xpack.monitoring.exporters:
id1:
type: http
host: ["https://es-mon1:9200", "https://es-mon2:9200"]
auth:
username: remote_monitoring_user
password: YOUR_PASSWORD
ssl:
truststore.path: /path/to/file
truststore.password: password
--------------------------------------------------
--
. Configure your cluster to route monitoring data from sources such as {kib},
Beats, and {ls} to the monitoring cluster. For information about configuring
each product to collect and send monitoring data, see
{stack-ov}/xpack-monitoring.html[Monitoring the {stack}].
. If you updated settings in the `elasticsearch.yml` files on your production
cluster, restart {es}. See <<stopping-elasticsearch>> and <<starting-elasticsearch>>.
+
--
TIP: You may want to temporarily {ref}/modules-cluster.html[disable shard
allocation] before you restart your nodes to avoid unnecessary shard
reallocation during the install process.
--
. Optional:
<<config-monitoring-indices,Configure the indices that store the monitoring data>>.
. {kibana-ref}/monitoring-data.html[View the monitoring data in {kib}].

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@ -1,13 +1,16 @@
[role="xpack"]
[testenv="gold"]
[[configuring-metricbeat]]
=== Monitoring {es} with {metricbeat}
=== Collecting {es} monitoring data with {metricbeat}
++++
<titleabbrev>Collecting monitoring data with {metricbeat}</titleabbrev>
++++
beta[]
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 <<configuring-monitoring>>.
as described in <<collecting-monitoring-data>>.
image::monitoring/images/metricbeat.png[Example monitoring architecture]

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@ -6,208 +6,16 @@
<titleabbrev>Configuring monitoring</titleabbrev>
++++
If you enable the Elastic {monitor-features} in your cluster, you can
optionally collect metrics about {es}. By default, monitoring is enabled but
data collection is disabled.
If you enable the Elastic {monitor-features} in your cluster, there are two
methods to collect metrics about {es}:
The following method involves sending the metrics to the monitoring cluster by
using exporters. For an alternative method, see <<configuring-metricbeat>>.
Advanced monitoring settings enable you to control how frequently data is
collected, configure timeouts, and set the retention period for locally-stored
monitoring indices. You can also adjust how monitoring data is displayed.
* <<collecting-monitoring-data>>
* <<configuring-metricbeat>>
To learn about monitoring in general, see
{stack-ov}/xpack-monitoring.html[Monitoring the {stack}].
. Configure your cluster to collect monitoring data:
.. Verify that the `xpack.monitoring.enabled` setting is `true`, which is its
default value, on each node in the cluster. For more information, see
<<monitoring-settings>>.
.. Verify that the `xpack.monitoring.elasticsearch.collection.enabled` setting
is `true`, which is its default value, on each node in the 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 more information, see <<monitoring-settings>> and <<cluster-update-settings>>.
--
.. Set the `xpack.monitoring.collection.enabled` setting to `true` on each
node in the 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, 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>>.
--
.. Optional: Specify which indices you want to monitor.
+
--
By default, the monitoring agent collects data from all {es} indices.
To collect data from particular indices, configure the
`xpack.monitoring.collection.indices` setting. You can specify multiple indices
as a comma-separated list or use an index pattern to match multiple indices. For
example:
[source,yaml]
----------------------------------
xpack.monitoring.collection.indices: logstash-*, index1, test2
----------------------------------
You can prepend `+` or `-` to explicitly include or exclude index names or
patterns. For example, to include all indices that start with `test` except
`test3`, you could specify `+test*,-test3`.
--
.. Optional: Specify how often to collect monitoring data. The default value for
the `xpack.monitoring.collection.interval` setting 10 seconds. See
<<monitoring-settings>>.
. Identify where to store monitoring data.
+
--
By default, the data is stored on the same cluster by using a
<<local-exporter,`local` exporter>>.
Alternatively, you can use an <<http-exporter,`http` exporter>> to send data to
a separate _monitoring cluster_.
For more information about typical monitoring architectures,
see {stack-ov}/how-monitoring-works.html[How Monitoring Works].
--
. If you choose to use an `http` exporter:
.. On the cluster that you want to monitor (often called the _production cluster_),
configure each node to send metrics to your monitoring cluster. Configure an
HTTP exporter in the `xpack.monitoring.exporters` settings in the
`elasticsearch.yml` file. For example:
+
--
[source,yaml]
--------------------------------------------------
xpack.monitoring.exporters:
id1:
type: http
host: ["http://es-mon-1:9200", "http://es-mon2:9200"]
--------------------------------------------------
--
.. If the Elastic {security-features} are enabled on the monitoring cluster, you
must provide appropriate credentials when data is shipped to the monitoring cluster:
... 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 user ID and password settings to the HTTP exporter settings in the
`elasticsearch.yml` file on each node. +
+
--
For example:
[source,yaml]
--------------------------------------------------
xpack.monitoring.exporters:
id1:
type: http
host: ["http://es-mon-1:9200", "http://es-mon2:9200"]
auth.username: remote_monitoring_user
auth.password: YOUR_PASSWORD
--------------------------------------------------
--
.. If you configured the monitoring cluster to use
<<configuring-tls,encrypted communications>>, you must use the HTTPS protocol in
the `host` setting. You must also specify the trusted CA certificates that will
be used to verify the identity of the nodes in the monitoring cluster.
*** To add a CA certificate to an {es} node's trusted certificates, you can
specify the location of the PEM encoded certificate with the
`certificate_authorities` setting. For example:
+
--
[source,yaml]
--------------------------------------------------
xpack.monitoring.exporters:
id1:
type: http
host: ["https://es-mon1:9200", "https://es-mon2:9200"]
auth:
username: remote_monitoring_user
password: YOUR_PASSWORD
ssl:
certificate_authorities: [ "/path/to/ca.crt" ]
--------------------------------------------------
--
*** Alternatively, you can configure trusted certificates using a truststore
(a Java Keystore file that contains the certificates). For example:
+
--
[source,yaml]
--------------------------------------------------
xpack.monitoring.exporters:
id1:
type: http
host: ["https://es-mon1:9200", "https://es-mon2:9200"]
auth:
username: remote_monitoring_user
password: YOUR_PASSWORD
ssl:
truststore.path: /path/to/file
truststore.password: password
--------------------------------------------------
--
. Configure your cluster to route monitoring data from sources such as {kib},
Beats, and {ls} to the monitoring cluster. The
`xpack.monitoring.collection.enabled` setting must be `true` on each node in the
cluster. For information about configuring each product to collect and send
monitoring data, see {stack-ov}/xpack-monitoring.html[Monitoring the {stack}].
. If you updated settings in the `elasticsearch.yml` files on your production
cluster, restart {es}. See <<stopping-elasticsearch>> and <<starting-elasticsearch>>.
+
--
TIP: You may want to temporarily {ref}/modules-cluster.html[disable shard
allocation] before you restart your nodes to avoid unnecessary shard
reallocation during the install process.
--
. Optional:
<<config-monitoring-indices,Configure the indices that store the monitoring data>>.
. {kibana-ref}/monitoring-data.html[View the monitoring data in {kib}].
include::collecting-monitoring-data.asciidoc[]
include::configuring-metricbeat.asciidoc[]
include::indices.asciidoc[]
include::{es-repo-dir}/settings/monitoring-settings.asciidoc[]