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# Backport This will backport the following commits from `main` to `8.6`: - [[DOCS] Improve index connector, automate screenshots (#150126)](https://github.com/elastic/kibana/pull/150126) <!--- Backport version: 8.9.7 --> ### Questions ? Please refer to the [Backport tool documentation](https://github.com/sqren/backport) <!--BACKPORT [{"author":{"name":"Lisa Cawley","email":"lcawley@elastic.co"},"sourceCommit":{"committedDate":"2023-02-07T16:42:09Z","message":"[DOCS] Improve index connector, automate screenshots (#150126)","sha":"6f908219060ceac5415421061642d90cadf76cd5","branchLabelMapping":{"^v8.7.0$":"main","^v(\\d+).(\\d+).\\d+$":"$1.$2"}},"sourcePullRequest":{"labels":["release_note:skip","Team:ResponseOps","docs","Feature:Actions/ConnectorTypes","backport:prev-minor","v8.7.0"],"number":150126,"url":"https://github.com/elastic/kibana/pull/150126","mergeCommit":{"message":"[DOCS] Improve index connector, automate screenshots (#150126)","sha":"6f908219060ceac5415421061642d90cadf76cd5"}},"sourceBranch":"main","suggestedTargetBranches":[],"targetPullRequestStates":[{"branch":"main","label":"v8.7.0","labelRegex":"^v8.7.0$","isSourceBranch":true,"state":"MERGED","url":"https://github.com/elastic/kibana/pull/150126","number":150126,"mergeCommit":{"message":"[DOCS] Improve index connector, automate screenshots (#150126)","sha":"6f908219060ceac5415421061642d90cadf76cd5"}}]}] BACKPORT-->
This commit is contained in:
Lisa Cawley
GitHub
parent
fad351e7c8
commit
9cf85b6821
6 changed files with 144 additions and 140 deletions
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@ -1,104 +1,107 @@
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[role="xpack"]
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[[index-action-type]]
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=== Index connector and action
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== Index connector and action
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++++
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<titleabbrev>Index</titleabbrev>
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++++
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The index connector will index a document into {es}. See also the
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{ref}/indices-create-index.html[create index API].
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An index connector indexes a document into {es}.
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You can create index connectors in {kib} or by using the
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<<create-connector-api,create connector API>>. Alternatively, you can use the <<preconfigured-connector-alert-history,preconfigured alert history {es} index connector>>.
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If you are running {kib} on-prem, you can also create more preconfigured index
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connectors.
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[float]
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[[index-connector-configuration]]
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==== Connector configuration
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Index connectors have the following configuration properties.
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Name::
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The name of the connector. The name is used to identify a connector in the
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management UI connector listing, or in the connector list when configuring an
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action.
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Index::
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The {es} index to be written to.
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Refresh::
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Setting for the {ref}/docs-refresh.html[refresh] policy for the write request.
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Execution time field::
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This field will be automatically set to the time the alert condition was
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detected.
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[float]
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[[Preconfigured-index-configuration]]
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==== Preconfigured connector type
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[source,text]
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--
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my-index:
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name: preconfigured-index-connector-type
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actionTypeId: .index
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config:
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index: .kibana
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refresh: true
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executionTimeField: somedate
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--
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Config defines information for the connector type.
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`index`::
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A string that corresponds to *Index*.
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`refresh`::
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A boolean that corresponds to *Refresh*. Defaults to `false`.
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`executionTimeField`::
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A string that corresponds to *Execution time field*.
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=== Connector configuration
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Index connectors must have a name and an {es} index. You can optionally set the
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{ref}/docs-refresh.html[refresh] policy and the time field, which contains the
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details about when each alert condition was detected.
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[float]
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[[define-index-ui]]
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==== Define connector in {stack-manage-app}
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=== Create connectors in {kib}
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Define Index connector properties.
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You can create connectors in *{stack-manage-app} > {connectors-ui}*
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or as needed when you're creating a rule. For example:
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[role="screenshot"]
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image::management/connectors/images/index-connector.png[Index connector]
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// NOTE: This is an autogenerated screenshot. Do not edit it directly.
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Test Index action parameters.
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[float]
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[[preconfigured-index-configuration]]
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=== Create preconfigured connectors
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If you are running {kib} on-prem, you can define connectors by
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adding `xpack.actions.preconfigured` settings to your `kibana.yml` file.
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For example:
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[source,text]
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--
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xpack.actions.preconfigured:
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my-index:
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name: preconfigured-index-connector-type
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actionTypeId: .index
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config:
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index: .kibana
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refresh: true <1>
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executionTimeField: my-field
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--
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<1> By default, the {ref}/docs-refresh.html[refresh] policy is `false`.
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For more information, go to <<pre-configured-connectors>>.
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[float]
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[[preconfigured-connector-alert-history]]
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==== Preconfigured alert history {es} index connector
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preview::[]
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{kib} offers a preconfigured index connector to facilitate indexing active alert
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data into {es}.
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To use this connector, set
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<<action-settings,`xpack.actions.preconfiguredAlertHistoryEsIndex`>> to `true`.
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When you subsequently create rules, you can use the
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`Alert history Elasticsearch index (preconfigured)` connector.
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[role="screenshot"]
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image::management/connectors/images/index-params-test.png[Index params test]
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image::images/pre-configured-alert-history-connector.png[Select pre-configured alert history connectors]
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Documents are indexed using a preconfigured schema that captures the
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<<defining-rules-actions-variables,action variables>> available for the rule.
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By default, these documents are indexed into the `kibana-alert-history-default`
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index, but you can specify a different index. Index names must start with
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`kibana-alert-history-` to take advantage of the preconfigured alert history
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index template.
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[IMPORTANT]
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====
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* To write documents to the preconfigured index, you must have `all` or `write`
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privileges to the `kibana-alert-history-*` indices. Refer to
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<<kibana-role-management>> for more information.
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* The `kibana-alert-history-*` indices are not configured to use ILM so they must
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be maintained manually. If the index size grows large, consider using the
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{ref}/docs-delete-by-query.html[delete by query] API to clean up older documents
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in the index.
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====
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[float]
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[[index-action-configuration]]
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==== Action configuration
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=== Test connectors
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Index actions have the following properties.
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You can test connectors with the <<execute-connector-api,run connector API>> or
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as you're creating or editing the connector in {kib}. For example:
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Document::
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The document to index in JSON format.
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[role="screenshot"]
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image::management/connectors/images/index-params-test.png[Index params test]
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// NOTE: This is an autogenerated screenshot. Do not edit it directly.
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[float]
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[[index-action-example]]
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==== Example
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Example of the index document for Index Threshold rule:
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[source,text]
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--------------------------------------------------
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{
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"rule_id": "{{rule.id}}",
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"rule_name": "{{rule.name}}",
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"alert_id": "{{alert.id}}",
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"context_message": "{{context.message}}"
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}
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--------------------------------------------------
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Example of creating a test index using the API.
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Index connector actions contain a document in JSON format. For example, if you
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have an index with the following properties:
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[source,text]
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--------------------------------------------------
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@ -118,51 +121,14 @@ PUT test
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}
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--------------------------------------------------
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Your test document could contain the following properties and variables:
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[float]
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[[preconfigured-connector-alert-history]]
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=== Alert history {es} index connector
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experimental[] {kib} offers a preconfigured index connector to facilitate indexing active alert data into {es}.
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[WARNING]
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==================================================
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This functionality is in technical preview and may be changed or removed
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completely in a future release.
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==================================================
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To use this connector, set the
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<<action-settings, `xpack.actions.preconfiguredAlertHistoryEsIndex`>>
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configuration to `true`.
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```js
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xpack.actions.preconfiguredAlertHistoryEsIndex: true
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```
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When creating a new rule, add an <<index-action-type, Index action>> and select
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the `Alert history Elasticsearch index (preconfigured)` connector.
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[role="screenshot"]
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image::images/pre-configured-alert-history-connector.png[Select pre-configured alert history connectors]
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Documents are indexed using a preconfigured schema that captures the
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<<defining-rules-actions-variables, action variables>> available for the rule.
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By default, these documents are indexed into the `kibana-alert-history-default`
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index, but you can specify a different index. Index names must start with
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`kibana-alert-history-` to take advantage of the preconfigured alert history
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index template.
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[IMPORTANT]
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==============================================
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To write documents to the preconfigured index, you must have `all` or `write`
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privileges to the `kibana-alert-history-*` indices. Refer to
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<<kibana-role-management>> for more information.
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==============================================
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[NOTE]
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==================================================
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The `kibana-alert-history-*` indices are not configured to use ILM so they must
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be maintained manually. If the index size grows large, consider using the
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{ref}/docs-delete-by-query.html[delete by query] API to clean up older documents
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in the index.
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==================================================
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[source,text]
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--------------------------------------------------
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{
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"rule_id": "{{rule.id}}",
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"rule_name": "{{rule.name}}",
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"alert_id": "{{alert.id}}",
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"context_message": "{{context.message}}"
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}
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--------------------------------------------------
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@ -6,9 +6,9 @@
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A server log connector writes an entry to the {kib} server log.
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You can create a server log connector in {kib} or by using the
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You can create a server log connectors in {kib} or by using the
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<<create-connector-api,create connector API>>. If you are running {kib}
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on-prem, you can also create a preconfigured server log connector.
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on-prem, you can also create preconfigured server log connectors.
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[float]
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[[server-log-connector-configuration]]
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@ -18,9 +18,9 @@ Server log connectors do not have any configuration properties other than a name
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[float]
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[[define-serverlog-ui]]
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=== Create a connector in {kib}
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=== Create connectors in {kib}
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You can create a server log connector in *{stack-manage-app} > {connectors-ui}*
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You can create connectors in *{stack-manage-app} > {connectors-ui}*
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or as needed when you're creating a rule. For example:
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[role="screenshot"]
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@ -29,11 +29,10 @@ image::management/connectors/images/serverlog-connector.png[Server log connector
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[float]
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[[preconfigured-server-log-configuration]]
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=== Create a preconfigured connector
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=== Create preconfigured connectors
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If you are running {kib} on-prem, you can define a server log connector by
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adding `xpack.actions.preconfigured` settings to your `kibana.yml` file.
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For example:
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If you are running {kib} on-prem, you can define connectors by adding
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`xpack.actions.preconfigured` settings to your `kibana.yml` file. For example:
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[source,text]
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--
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@ -47,18 +46,15 @@ For more information, go to <<pre-configured-connectors>>.
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[float]
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[[server-log-action-configuration]]
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=== Test the connector
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=== Test connectors
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You can test your server log connector with the
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<<execute-connector-api,run connector API>> or as you're creating or editing
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the connector in {kib}. For example:
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You can test connectors with the <<execute-connector-api,run connector API>> or
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as you're creating or editing the connector in {kib}. For example:
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[role="screenshot"]
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image::management/connectors/images/serverlog-params-test.png[Server log connector test]
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// NOTE: This is an autogenerated screenshot. Do not edit it directly.
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Server log actions have the following properties:
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Message:: The message to log.
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Level:: The log level of the message: `trace`, `debug`, `info`, `warn`, `error` or `fatal`. Defaults to `info`.
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Server log connector actions contain a message and a log level, which defaults to `info`. Valid log level values are `trace`, `debug`, `info`, `warn`, `error`,
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and `fatal`.
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@ -1,6 +1,6 @@
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include::action-types/email.asciidoc[]
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include::action-types/resilient.asciidoc[]
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include::action-types/index.asciidoc[]
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include::action-types/index.asciidoc[leveloffset=+1]
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include::action-types/jira.asciidoc[]
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include::action-types/teams.asciidoc[]
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include::action-types/opsgenie.asciidoc[]
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@ -13,6 +13,15 @@ export default function ({ getService, getPageObjects }: FtrProviderContext) {
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const pageObjects = getPageObjects(['common', 'header']);
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const actions = getService('actions');
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const testSubjects = getService('testSubjects');
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const comboBox = getService('comboBox');
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const es = getService('es');
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const testIndex = `test-index`;
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const indexDocument =
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`{\n` +
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`"rule_id": "{{rule.id}}",\n` +
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`"rule_name": "{{rule.name}}",\n` +
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`"alert_id": "{{alert.id}}",\n` +
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`"context_message": "{{context.message}}"\n`;
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describe('connector types', function () {
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beforeEach(async () => {
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@ -20,7 +29,7 @@ export default function ({ getService, getPageObjects }: FtrProviderContext) {
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await pageObjects.header.waitUntilLoadingHasFinished();
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});
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it('serverlog connector screenshot', async () => {
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it('server log connector screenshots', async () => {
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await pageObjects.common.navigateToApp('connectors');
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await pageObjects.header.waitUntilLoadingHasFinished();
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await actions.common.openNewConnectorForm('server-log');
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@ -32,5 +41,38 @@ export default function ({ getService, getPageObjects }: FtrProviderContext) {
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const flyOutCancelButton = await testSubjects.find('euiFlyoutCloseButton');
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await flyOutCancelButton.click();
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});
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it('index connector screenshots', async () => {
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await es.indices.create({
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index: testIndex,
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body: {
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mappings: {
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properties: {
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date_updated: {
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type: 'date',
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format: 'epoch_millis',
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},
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},
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},
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},
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});
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await pageObjects.common.navigateToApp('connectors');
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await pageObjects.header.waitUntilLoadingHasFinished();
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await actions.common.openNewConnectorForm('index');
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await testSubjects.setValue('nameInput', 'Index test connector');
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await comboBox.set('connectorIndexesComboBox', testIndex);
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const timeFieldToggle = await testSubjects.find('hasTimeFieldCheckbox');
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await timeFieldToggle.click();
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await commonScreenshots.takeScreenshot('index-connector', screenshotDirectories);
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const saveTestButton = await testSubjects.find('create-connector-flyout-save-test-btn');
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await saveTestButton.click();
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await testSubjects.setValue('actionJsonEditor', indexDocument);
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await commonScreenshots.takeScreenshot('index-params-test', screenshotDirectories);
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const flyOutCancelButton = await testSubjects.find('euiFlyoutCloseButton');
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await flyOutCancelButton.click();
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});
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after(async () => {
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await es.indices.delete({ index: testIndex });
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});
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});
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}
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