OpenSearch/docs/reference/monitoring/collecting-monitoring-data.asciidoc

[role="xpack"]
[testenv="gold"]
[[collecting-monitoring-data]]
== Collecting monitoring data

[IMPORTANT]
=========================
{metricbeat} is the recommended method for collecting and shipping monitoring
data to a monitoring cluster.

If you have previously configured internal collection, you should migrate to
using {metricbeat} collection. Use either {metricbeat} collection or
internal collection; do not use both.

Learn more about <<configuring-metricbeat>>.
=========================

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 the recommended 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.

To learn about monitoring in general, see <<monitor-elasticsearch-cluster>>.

. Configure your cluster to collect monitoring data:

.. 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,console]
----------------------------------
GET _cluster/settings

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

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 `-` to explicitly exclude index names or
patterns. For example, to include all indices that start with `test` except
`test3`, you could specify `test*,-test3`. To include system indices such as
.security and .kibana, add `.*` to the list of included names.
For example `.*,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_.

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 typical monitoring architectures,
see <<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
<<built-in-roles,`remote_monitoring_agent` built-in role>>.
Alternatively, use the
<<built-in-users,`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 <<monitor-elasticsearch-cluster>>.

. 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}].