icinga2/doc/2-getting-started.md

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Getting Started

This tutorial is a step-by-step introduction to installing Icinga 2 and available Icinga web interfaces. It assumes that you are familiar with the system you're installing Icinga 2 on.

Setting up Icinga 2

First of all you will have to install Icinga 2. The preferred way of doing this is to use the official Debian or RPM package repositories depending on which operating system and distribution you are running.

Distribution Repository URL
Debian http://packages.icinga.org/debian/
Ubuntu http://packages.icinga.org/ubuntu/
RHEL/CentOS http://packages.icinga.org/epel/
OpenSUSE http://packages.icinga.org/openSUSE/
SLES http://packages.icinga.org/SUSE/

Packages for distributions other than the ones listed above may also be available. Please check http://packages.icinga.org/ to see if packages are available for your favourite distribution.

The packages for RHEL/CentOS 5 depend on other packages which are distributed as part of the EPEL repository. Please make sure to enable this repository.

You can install Icinga 2 by using your distribution's package manager to install the icinga2 package.

On RHEL/CentOS and SLES you will need to use chkconfig to enable the icinga2 service. You can manually start Icinga 2 using /etc/init.d/icinga2 start.

Some parts of Icinga 2's functionality are available as separate packages:

Name Description
icinga2-ido-mysql IDO provider module for MySQL
icinga2-ido-pgsql IDO provider module for PostgreSQL

In case you're running a distribution for which Icinga 2 packages are not yet available you will have to use the release tarball which you can download from the Icinga website. The release tarballs contain an INSTALL file with further instructions.

Installation Paths

By default Icinga 2 uses the following files and directories:

Path Description
/etc/icinga2 Contains Icinga 2 configuration files.
/etc/init.d/icinga2 The Icinga 2 init script.
/usr/bin/icinga2-* Migration and certificate build scripts.
/usr/sbin/icinga2* The Icinga 2 binary and feature enable/disable scripts.
/usr/share/doc/icinga2 Documentation files that come with Icinga 2.
/usr/share/icinga2/include The Icinga Template Library and plugin command configuration.
/var/run/icinga2 PID file.
/var/run/icinga2/cmd Command pipe and Livestatus socket.
/var/cache/icinga2 status.dat/objects.cache.
/var/spool/icinga2 Used for performance data spool files.
/var/lib/icinga2 Icinga 2 state file, cluster feature replay log and configuration files.
/var/log/icinga2 Log file location and compat/ directory for the CompatLogger feature.

icinga2.conf

An example configuration file is installed for you in /etc/icinga2/icinga2.conf.

Here's a brief description of the example configuration:

/**
 * Icinga 2 configuration file
 * - this is where you define settings for the Icinga application including
 * which hosts/services to check.
 *
 * For an overview of all available configuration options please refer
 * to the documentation that is distributed as part of Icinga 2.
 */

Icinga 2 supports C/C++-style comments.

/**
 * The constants.conf defines global constants.
 */
include "constants.conf"

The include directive can be used to include other files.

/**
 * The Icinga Template Library (ITL) provides a number of useful templates
 * and command definitions.
 * Common monitoring plugin command definitions are included seperately.
 */
include <itl>
include <plugins>

/**
 * The features-available directory contains a number of configuration
 * files for features which can be enabled and disabled using the
 * icinga2-enable-feature / icinga2-disable-feature tools. These two tools work by creating
 * and removing symbolic links in the features-enabled directory.
 */
include "features-enabled/*.conf"

This include directive takes care of including the configuration files for all the features which have been enabled with icinga2-enable-feature. See Enabling/Disabling Features for more details.

/**
 * Although in theory you could define all your objects in this file
 * the preferred way is to create separate directories and files in the conf.d
 * directory. Each of these files must have the file extension ".conf".
 */
include_recursive "conf.d"

You can put your own configuration files in the conf.d directory. This directive makes sure that all of your own configuration files are included.

constants.conf

The constants.conf configuration file can be used to define global constants:

/**
 * This file defines global constants which can be used in
 * the other configuration files.
 */

/* The directory which contains the plugins from the Monitoring Plugins project. */
const PluginDir = "/usr/lib/nagios/plugins"

/* Our local instance name. This should be the common name from the API certificate */
const NodeName = "localhost"

/* Our local zone name. */
const ZoneName = NodeName

localhost.conf

The conf.d/localhost.conf file contains our first host definition:

/**
 * A host definition. You can create your own configuration files
 * in the conf.d directory (e.g. one per host). By default all *.conf
 * files in this directory are included.
 */
object Host "localhost" {
  import "linux-server"

  address = "127.0.0.1"
  address6 = "::1"
}

This defines the host localhost. The import keyword is used to import the linux-server template which takes care of setting up the host check as well as adding the host to the linux-servers host group.

The vars attribute can be used to define custom attributes which are available for check and notification commands. Most of the templates in the Icinga Template Library require an address custom attribute.

object Service "icinga" {
  import "generic-service"

  host_name = "localhost"
  check_command = "icinga"
}

object Service "http" {
  import "generic-service"

  host_name = "localhost"
  check_command = "http_ip"
}

object Service "ssh" {
  import "generic-service"

  host_name = "localhost"
  check_command = "ssh"
}

object Service "load" {
  import "generic-service"

  host_name = "localhost"
  check_command = "load"
}

object ScheduledDowntime "backup-downtime" {
  import "backup-downtime"

  host_name = "localhost"
  service_name = "load"
}

object Service "processes" {
  import "generic-service"

  host_name = "localhost"
  check_command = "processes"
}

object Service "users" {
  import "generic-service"

  host_name = "localhost"
  check_command = "users"
}

object Service "disk" {
  import "generic-service"

  host_name = "localhost"
  check_command = "disk"
}

The command object icinga for the embedded health check is provided by the Icinga Template Library (ITL) while http_ip, ssh, load, processes, users and disk are all provided by the plugin check commands which we enabled earlier by including the itl and plugins configuration file.

Best Practice

Instead of defining each service object and assigning it to a host object using the host_name attribute rather use the apply rules simplifying your configuration.

Setting up Check Plugins

On its own Icinga 2 does not know how to check external services. The Monitoring Plugins Project provides an extensive set of plugins which can be used with Icinga 2 to check whether services are working properly.

The recommended way of installing these standard plugins is to use your distribution's package manager.

Note

The Nagios Plugins project was renamed to Monitoring Plugins in January 2014. At the time of this writing the packages are still using the old name.

For your convenience here is a list of package names for some of the more popular operating systems/distributions:

OS/Distribution Package Name Installation Path
RHEL/CentOS (EPEL) nagios-plugins-all /usr/lib/nagios/plugins or /usr/lib64/nagios/plugins
Debian nagios-plugins /usr/lib/nagios/plugins
FreeBSD nagios-plugins /usr/local/libexec/nagios
OS X (MacPorts) nagios-plugins /opt/local/libexec

Depending on which directory your plugins are installed into you may need to update the global PluginDir constant in your Icinga 2 configuration. This macro is used by the service templates contained in the Icinga Template Library to determine where to find the plugin binaries.

Integrate Additional Plugins

For some services you may need additional check plugins which are not provided by the official Monitoring Plugins project.

All existing Nagios or Icinga 1.x plugins should work with Icinga 2. Here's a list of popular community sites which host check plugins:

The recommended way of setting up these plugins is to copy them to a common directory and create an extra global constant, e.g. CustomPluginDir in your constants.conf configuration file:

# cp check_snmp_int.pl /opt/plugins
# chmod +x /opt/plugins/check_snmp_int.pl

# cat /etc/icinga2/constants.conf
/**
 * This file defines global constants which can be used in
 * the other configuration files. At a minimum the
 * PluginDir constant should be defined.
 */

const PluginDir = "/usr/lib/nagios/plugins"
const CustomPluginDir = "/opt/monitoring"

Prior to using the check plugin with Icinga 2 you should ensure that it is working properly by trying to run it on the console using whichever user Icinga 2 is running as:

# su - icinga -s /bin/bash
$ /opt/plugins/check_snmp_int.pl --help

Additional libraries may be required for some plugins. Please consult the plugin documentation and/or README for installation instructions.

Configuring IDO

The IDO (Icinga Data Output) modules for Icinga 2 take care of exporting all configuration and status information into a database. The IDO database is used by a number of projects including Icinga Web.

There is a separate module for each database back-end. At present support for both MySQL and PostgreSQL is implemented.

Icinga 2 uses the Icinga 1.x IDOUtils database schema starting with version 1.11.0. Icinga 2 may require additional features not yet released with Icinga 1.x and therefore require manual upgrade steps during pre-final milestone releases.

Tip

Only install the IDO feature if your web interface or reporting tool requires you to do so (for example, Icinga Web or Icinga Web 2). Icinga Classic UI does not use IDO as backend.

Configuring IDO MySQL

Setting up the MySQL database

First of all you have to install the icinga2-ido-mysql package using your distribution's package manager. Once you have done that you can proceed with setting up a MySQL database for Icinga 2:

Note

The Debian packages can optionally create and maintain the database for you using Debian's dbconfig framework. This is the recommended way of setting up the database.

# mysql -u root -p

mysql>  CREATE DATABASE icinga;

mysql>  GRANT SELECT, INSERT, UPDATE, DELETE, DROP, CREATE VIEW, INDEX, EXECUTE ON icinga.* TO 'icinga'@'localhost' IDENTIFIED BY 'icinga';

mysql> quit

After creating the database you can import the Icinga 2 IDO schema using the following command:

# mysql -u root -p icinga < /usr/share/doc/icinga2-ido-mysql-*/schema/mysql.sql

The Icinga 2 RPM packages install the schema files into /usr/share/doc/icinga2-ido-mysql-*/schema (* means package version).

On SuSE-based distributions the schema files are installed in /usr/share/doc/packages/icinga2-ido-mysql/schema.

The Debian/Ubuntu packages put the schema files into /usr/share/icinga2-ido-mysql/schema.

Upgrading the MySQL database

Check the schema/upgrade directory for an incremental schema upgrade file. If there isn't an upgrade file available there's nothing to do.

Note

During pre release status (0.x.y releases) small snippets called for example 0.0.10.sql will ship the required schema updates.

Apply all database schema upgrade files incrementially.

# mysql -u root -p icinga < /usr/share/doc/icinga2-ido-mysql-*/schema/upgrade/0.0.10.sql

The Icinga 2 IDO module will check for the required database schema version on startup and generate an error message if not satisfied.

Installing the IDO MySQL module

The package provides a new configuration file that is installed in /etc/icinga2/features-available/ido-mysql.conf. You will need to update the database credentials in this file.

You can enable the ido-mysql feature configuration file using icinga2-enable-feature:

# icinga2-enable-feature ido-mysql
Module 'ido-mysql' was enabled.
Make sure to restart Icinga 2 for these changes to take effect.

After enabling the ido-mysql feature you have to restart Icinga 2:

# /etc/init.d/icinga2 restart

Configuring IDO PostgreSQL

Setting up the PostgreSQL database

First of all you have to install the icinga2-ido-pgsql package using your distribution's package manager. Once you have done that you can proceed with setting up a PostgreSQL database for Icinga 2:

Note

The Debian packages can optionally create and maintain the database for you using Debian's dbconfig framework. This is the recommended way of setting up the database.

# cd /tmp
# sudo -u postgres psql -c "CREATE ROLE icinga WITH LOGIN PASSWORD 'icinga'";
# sudo -u postgres createdb -O icinga -E UTF8 icinga
# sudo -u postgres createlang plpgsql icinga

Locate your pg_hba.conf (Debian: /etc/postgresql/*/main/pg_hba.conf, RHEL/SUSE: /var/lib/pgsql/data/pg_hba.conf), add the icinga user with md5 authentication method and restart the postgresql server.

# vim /var/lib/pgsql/data/pg_hba.conf

# icinga
local   icinga      icinga                            md5
host    icinga      icinga      127.0.0.1/32          md5
host    icinga      icinga      ::1/128               md5

# "local" is for Unix domain socket connections only
local   all         all                               ident
# IPv4 local connections:
host    all         all         127.0.0.1/32          ident
# IPv6 local connections:
host    all         all         ::1/128               ident

# /etc/init.d/postgresql restart

After creating the database and permissions you can import the Icinga 2 IDO schema using the following command:

# export PGPASSWORD=icinga
# psql -U icinga -d icinga < /usr/share/doc/icinga2-ido-pgsql-*/schema/pgsql.sql

The Icinga 2 RPM packages install the schema files into /usr/share/doc/icinga2-ido-pgsql-*/schema (* means package version).

On SuSE-based distributions the schema files are installed in /usr/share/doc/packages/icinga2-ido-pgsql/schema.

The Debian/Ubuntu packages put the schema files into /usr/share/icinga2-ido-pgsql/schema.

Upgrading the PostgreSQL database

Check the schema/upgrade directory for an incremental schema upgrade file. If there isn't an upgrade file available there's nothing to do.

Note

During pre release status (0.x.y releases) small snippets called for example 0.0.10.sql will ship the required schema updates.

Apply all database schema upgrade files incrementially.

# export PGPASSWORD=icinga
# psql -U icinga -d icinga < /usr/share/doc/icinga2-ido-pgsql-*/schema/upgrade/0.0.10.sql

The Icinga 2 IDO module will check for the required database schema version on startup and generate an error message if not satisfied.

Installing the IDO PostgreSQL module

The package provides a new configuration file that is installed in /etc/icinga2/features-available/ido-pgsql.conf. You will need to update the database credentials in this file.

You can enable the ido-pgsql feature configuration file using icinga2-enable-feature:

# icinga2-enable-feature ido-pgsql
Module 'ido-pgsql' was enabled.
Make sure to restart Icinga 2 for these changes to take effect.

After enabling the ido-pgsql feature you have to restart Icinga 2:

# /etc/init.d/icinga2 restart

Setting up Livestatus

The MK Livestatus project implements a query protocol that lets users query their Icinga instance for status information. It can also be used to send commands.

Tip

Only install the Livestatus feature if your web interface or addon requires you to do so (for example, Icinga Web 2). Icinga Classic UI and Icinga Web do not use Livestatus as backend.

The Livestatus component that is distributed as part of Icinga 2 is a re-implementation of the Livestatus protocol which is compatible with MK Livestatus.

Details on the available tables and attributes with Icinga 2 can be found in the Livestatus Schema section.

You can enable Livestatus using icinga2-enable-feature:

# icinga2-enable-feature livestatus

After that you will have to restart Icinga 2:

# /etc/init.d/icinga2 restart

By default the Livestatus socket is available in /var/run/icinga2/cmd/livestatus.

In order for queries and commands to work you will need to add your query user (e.g. your web server) to the icingacmd group:

# usermod -a -G icingacmd www-data

The Debian packages use nagios as the user and group name. Make sure to change icingacmd to nagios if you're using Debian.

Change "www-data" to the user you're using to run queries.

In order to use the historical tables provided by the livestatus feature (for example, the log table) you need to have the CompatLogger feature enabled. By default these logs are expected in /var/log/icinga2/compat. A different path can be set using the compat_log_path configuration attribute.

# icinga2-enable-feature compatlog

Setting up Icinga 2 User Interfaces

Icinga 2 is compatible to Icinga 1.x user interfaces by providing additional features required as backends.

Furthermore these interfaces (and somewhere in the future an Icinga 2 exclusive interface) can be used for the newly created Icinga Web 2 user interface.

Some interface features will only work in a limited manner due to compatibility reasons, other features like the statusmap parents are available dumping the host dependencies as parents. Special restrictions are noted specifically in the sections below.

Tip

Choose your preferred interface. There's no need to install Classic UI if you prefer Icinga Web or Icinga Web 2 for example.

Setting up Icinga Classic UI

Icinga 2 can write status.dat and objects.cache files in the format that is supported by the Icinga 1.x Classic UI. External commands (a.k.a. the "command pipe") are also supported. It also supports writing Icinga 1.x log files which are required for the reporting functionality in the Classic UI.

Installing Icinga Classic UI

The Icinga package repository has both Debian and RPM packages. You can install the Classic UI using the following packages:

Distribution Packages
Debian icinga2-classicui
all others icinga2-classicui-config icinga-gui

The Debian packages require additional packages which are provided by the Debian Monitoring Project repository.

On all distributions other than Debian you may have to restart both your web server as well as Icinga 2 after installing the Classic UI package.

Verify that your Icinga 1.x Classic UI works by browsing to your Classic UI installation URL:

Distribution URL Default Login
Debian http://localhost/icinga2-classicui asked during installation
all others http://localhost/icinga icingaadmin/icingaadmin

Setting up Icinga Web

Icinga 2 can write to the same schema supplied by Icinga IDOUtils 1.x which is an explicit requirement to run Icinga Web next to the external command pipe. Therefore you need to setup the DB IDO feature remarked in the previous sections.

Installing Icinga Web

The Icinga package repository has both Debian and RPM packages. You can install the Classic UI using the following packages:

Distribution Packages
RHEL/SUSE icinga-web icinga-web-{mysql,pgsql}
Debian icinga-web

Additionally you need to setup the icinga_web database.

The Icinga Web RPM packages install the schema files into /usr/share/doc/icinga-web-*/schema (* means package version). The Icinga Web dist tarball ships the schema files in etc/schema.

On SuSE-based distributions the schema files are installed in /usr/share/doc/packages/icinga-web/schema.

Icinga Web requires the IDO feature as database backend using MySQL or PostgreSQL. Enable that feature, e.g. for MySQL.

# icinga2-enable-feature ido-mysql

If you've changed your default credentials you may either create a read-only user or use the credentials defined in the IDO feature for Icinga Web backend configuration. Edit databases.xml accordingly and clear the cache afterwards. Further details can be found in the Icinga Web documentation.

# vim /etc/icinga-web/conf.d/databases.xml

# icinga-web-clearcache

Additionally you need to enable the command feature:

# icinga2-enable-feature command

Then edit the Icinga Web configuration for sending commands in /etc/icinga-web/conf.d/access.xml (RHEL) or /etc/icinga-web/access.xml (SUSE) setting the command pipe path to the default used in Icinga 2. Make sure to clear the cache afterwards.

# vim /etc/icinga-web/conf.d/access.xml

            <write>
                <files>
                    <resource name="icinga_pipe">/var/run/icinga2/cmd/icinga.cmd</resource>
                </files>
            </write>

# icinga-web-clearcache

Verify that your Icinga 1.x Web works by browsing to your Web installation URL:

Distribution URL Default Login
Debian http://localhost/icinga-web asked during installation
all others http://localhost/icinga-web root/password

Setting up Icinga Web 2

Icinga Web 2 currently supports status.dat, DB IDO, or Livestatus as backends. Please consult the INSTALL documentation shipped with Icinga Web 2 for further instructions.

Icinga Web 2 is still under development. Rather than installing it yourself you should consider testing it using the available Vagrant demo VM.

Additional visualization

There are many visualization addons which can be used with Icinga 2.

Some of the more popular ones are PNP, inGraph (graphing performance data), Graphite, and NagVis (network maps).

Configuration Tools

Well known configuration tools for Icinga 1.x such as LConf, NConf or NagiosQL store their configuration in a custom format in their backends (LDAP or RDBMS). Currently only LConf 1.4.x supports Icinga 2 configuration export. If you require your favourite configuration tool to export Icinga 2 configuration, please get in touch with their developers.

If you're looking for puppet manifests, chef cookbooks, ansible recipes, etc - we're happy to integrate them upstream, so please get in touch at https://support.icinga.org.

Running Icinga 2

Init Script

Icinga 2's init script is installed in /etc/init.d/icinga2 by default:

# /etc/init.d/icinga2
Usage: /etc/init.d/icinga2 {start|stop|restart|reload|checkconfig|status}
Command Description
start The start action starts the Icinga 2 daemon.
stop The stop action stops the Icinga 2 daemon.
restart The restart action is a shortcut for running the stop action followed by start.
reload The reload action sends the HUP signal to Icinga 2 which causes it to restart. Unlike the restart action reload does not wait until Icinga 2 has restarted.
checkconfig The checkconfig action checks if the /etc/icinga2/icinga2.conf configuration file contains any errors.
status The status action checks if Icinga 2 is running.

By default the Icinga 2 daemon is running as icinga user and group using the init script. Using Debian packages the user and group are set to nagios for historical reasons.

Command-line Options

$ icinga2 --help
icinga2 - The Icinga 2 network monitoring daemon.

Supported options:
  --help                show this help message
  -V [ --version ]      show version information
  -l [ --library ] arg  load a library
  -I [ --include ] arg  add include search directory
  -D [ --define] args   define a constant
  -c [ --config ] arg   parse a configuration file
  -C [ --validate ]     exit after validating the configuration
  -x [ --debug ]        enable debugging
  -d [ --daemonize ]    detach from the controlling terminal
  -e [ --errorlog ] arg log fatal errors to the specified log file (only works
                        in combination with --daemonize)
  -u [ --user ] arg     user to run Icinga as
  -g [ --group ] arg    group to run Icinga as

Report bugs at <https://dev.icinga.org/>
Icinga home page: <http://www.icinga.org/>

Libraries

Instead of loading libraries using the library config directive you can also use the --library command-line option.

Constants

Global constants can be set using the --define command-line option.

Config Include Path

When including files you can specify that the include search path should be checked. You can do this by putting your configuration file name in angle brackets like this:

include <test.conf>

This would cause Icinga 2 to search its include path for the configuration file test.conf. By default the installation path for the Icinga Template Library is the only search directory.

Using the --include command-line option additional search directories can be added.

Config Files

Using the --config option you can specify one or more configuration files. Config files are processed in the order they're specified on the command-line.

Config Validation

The --validate option can be used to check if your configuration files contain errors. If any errors are found the exit status is 1, otherwise 0 is returned.

Enabling/Disabling Features

Icinga 2 provides configuration files for some commonly used features. These are installed in the /etc/icinga2/features-available directory and can be enabled and disabled using the icinga2-enable-feature and icinga2-disable-feature tools, respectively.

The icinga2-enable-feature tool creates symlinks in the /etc/icinga2/features-enabled directory which is included by default in the example configuration file.

You can view a list of available feature configuration files:

# icinga2-enable-feature
Syntax: icinga2-enable-feature <feature>
Enables the specified feature.

Available features: statusdata

Using the icinga2-enable-feature command you can enable features:

# icinga2-enable-feature statusdata
Module 'statusdata' was enabled.
Make sure to restart Icinga 2 for these changes to take effect.

You can disable features using the icinga2-disable-feature command:

# icinga2-disable-feature statusdata
Module 'statusdata' was disabled.
Make sure to restart Icinga 2 for these changes to take effect.

The icinga2-enable-feature and icinga2-disable-feature commands do not restart Icinga 2. You will need to restart Icinga 2 using the init script after enabling or disabling features.

Vagrant Demo VM

The Icinga 2 Git repository contains support for Vagrant with VirtualBox. Please note that Vagrant version 1.0.x is not supported. At least version 1.2.x is required.

In order to build the Vagrant VM first you will have to check out the Git repository:

$ git clone git://git.icinga.org/icinga2.git

Once you have checked out the Git repository you can build the VM using the following command:

$ vagrant up

The Vagrant VM is based on CentOS 6.x and uses the official Icinga 2 RPM packages from packages.icinga.org. The check plugins are installed from EPEL providing RPMs with sources from the Monitoring Plugins project.

Demo GUIs

In addition to installing Icinga 2 the Vagrant puppet modules also install the Icinga 1.x Classic UI and Icinga Web.

GUI Url Credentials
Classic UI http://localhost:8080/icinga icingaadmin / icingaadmin
Icinga Web http://localhost:8080/icinga-web root / password

SSH Access

You can access the Vagrant VM using SSH:

$ vagrant ssh

Alternatively you can use your favorite SSH client:

Name Value
Host 127.0.0.1
Port 2222
Username vagrant
Password vagrant