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diff --git a/doc/01-About.md b/doc/01-About.md new file mode 100644 index 0000000..13eb925 --- /dev/null +++ b/doc/01-About.md @@ -0,0 +1,20 @@ +# Icinga Business Process Modelling + +If you want to visualize and monitor hierarchical business processes based on +any or all objects monitored by Icinga, the Icinga Web 2 business process +module is the way to go. + +[](doc/16-Add-To-Dashboard.md) + +Want to create custom process-based dashboards? Trigger notifications at +process or sub-process level? Provide a quick top-level view for thousands of +components on a single screen? That's what this module has been designed for! + +You're running a huge cloud, want to get rid of the monitoring noise triggered +by your auto-scaling platform but still want to have detailed information just +a couple of clicks away in case you need them? You will love this little module! + +## Documentation + +* [Installation](02-Installation.md) +* [Getting Started](03-Getting-Started.md) diff --git a/doc/02-Installation.md b/doc/02-Installation.md new file mode 100644 index 0000000..65be978 --- /dev/null +++ b/doc/02-Installation.md @@ -0,0 +1,20 @@ +# Installation + +## Requirements + +* PHP (>= 7.0) +* Icinga Web 2 (>= 2.9) +* Icinga Web 2 libraries: + * [Icinga PHP Library (ipl)](https://github.com/Icinga/icinga-php-library) (>= 0.8) + * [Icinga PHP Thirdparty](https://github.com/Icinga/icinga-php-thirdparty) (>= 0.10) +* Icinga Web 2 modules: + * The `monitoring` or `icingadb` module needs to be configured and enabled. + +## Install Icinga Business Process Modeling + +Install it [like any other module](https://icinga.com/docs/icinga-web-2/latest/doc/08-Modules/#installation). +Use `businessprocess` as name. + +## Create your first Business Process definition + +That's it, *Business Process* is now ready for use. Please read more on [how to get started](03-Getting-Started.md). diff --git a/doc/03-Getting-Started.md b/doc/03-Getting-Started.md new file mode 100644 index 0000000..e90dfc2 --- /dev/null +++ b/doc/03-Getting-Started.md @@ -0,0 +1,80 @@ +<a id="Getting-Started"></a>Getting Started +=========================================== + +Once you enable the *Business Process* module, it will pop up in your menu. +When you click on it, it will show you a new Dashboard: + + + +A new Business Process configuration +------------------------------------------- + +From here we choose to create a new *Business Process configuration*: + + + +Let's have a look at the single fields: + +### Configuration name + + + +The Business Process definition will be stored with this name. This is going to +be used when referencing this process in URLs and in Check Commands. + +### Title + + + +You might optionally want to provide an additional title. In that case the title +is shown in the GUI, while the name is still used as a reference. The title will +default to the name. + +### Description + + + +Provide a short description explaining within 100-150 character what this +configuration provides. This will be shown on the Dashboard. + +### Backend + + + +**Hint:** *Usually this should not be changed* + +Icinga Web 2 currently uses only one Monitoring Backend, but in theory you +could configure multiple ones. They won't be usable in a meaningful way at the +time of this writing. Still, you might want to use a different backend as a data +provider for your Business Process. + +### State Type + + + +You can decide whether `SOFT` or `HARD` states should be the used as a base when +calculating the state of a Business Process definition. + +### Add to menu + +Business Process configurations can be linked to the Icinga Web 2 menu. Only the +first five configurations a user is allowed to see will be shown there: + + + +That's all for now, click `Add` to store your new (still empty) Business Process +configuration. + +Empty configuration +=================== + +You are redirected to your newly created Business Process configuration: + + + +From here we can now add as many deeply nested Business Processes as we want. +But let's first have a look at our Dashboard once again: + + + +Now let's move on and [create your first Nodes](04-Create-your-first-process-node.md). diff --git a/doc/04-Create-your-first-process-node.md b/doc/04-Create-your-first-process-node.md new file mode 100644 index 0000000..f5b8b84 --- /dev/null +++ b/doc/04-Create-your-first-process-node.md @@ -0,0 +1,69 @@ +<a id="Create-your-first-process-node"></a>Create your first Business Process Node +================================================================================== + +A *Business Process Node* consists of a *name*, *title*, an *operator* and one or +more child nodes. It can be a Root Node, child node of other Business Process +Nodes - or both. + + + +Configuring our first node +-------------------------- + +To create our first *Business Process Node* we click the *Add* button. This +leads to the related configuration form: + + + +First setting is the *Node name*, an identifier that must be unique throughout +all Nodes that are going to be defined. This identifier will be used in every +link and also in *Check Commands* referring this node from an Icinga *Service +Check*. + +### Set a title + +As uniqueness sometimes leads to not-so-beautiful names, you are additionally +allowed to specify a title. This is what the frontend is going to show: + + + +### Choose an operator + +Every Business Process requires an *Operator*. This operator defines it's +behaviour, this specifies how it's very own state is going to be calculated: + + + +### Specify where to display + +The form suggests to create a *Toplevel Process*. It does so as we are about +to create a new *root node*. We could alternatively also create a sub process. +As we are currently not adding it to another Node, this would lead to an *Unbound +Node* that could be linked later on. + + + +### Provide an optional Info URL + +One might also want to provide a link to additional information related to a +specific process. This could be instructions with more technical details or +hints telling what should happen if outage occurs. You might not want to do so +for every single Node, but it might come in handy for your most important (top +level?) nodes: + + + +That's it, your are ready to submit the form. + +### First Business Process Node ready + +You are now shown your first Business Process Node. A red bar reminds you that +your pending changes have not been stored yet: + + + +You could now *Store the Configuration* or move on with adding additional nodes +to complete your configuration. + +**Hint**: the blue arrow makes part of a breadcrumb showing your current position. + You might want to learn more about [breadcrumbs](12-Web-Components-Breadcrumb.md). diff --git a/doc/05-Importing-Processes.md b/doc/05-Importing-Processes.md new file mode 100644 index 0000000..fccca97 --- /dev/null +++ b/doc/05-Importing-Processes.md @@ -0,0 +1,56 @@ +<a id="Importing-Processes"></a>Importing Processes +=================================================== + +To avoid redundancy and make complex *Business Process Configurations* easier +to maintain it is possible to import processes from other configurations. + +In order to be able to import a process create a root node first. You cannot +import processes into the root level. + + + +Importing a Process +------------------- + +Once the related configuration form is open, choose `Existing Process` and wait +for the form to refresh. + + + +### Choose Configuration + +You can now choose the configuration to import processes from. Or simply hit +`Next` to just utilize a process from the current configuration. + + + +### Select Processes + +Now select the processes you want to import and submit the form. + + + +### Import Successful + +You are now looking at the result. The process has been imported. Do not forget +to save your changes! + + + +Navigation with Imported Processes +---------------------------------- + +### Seamless Breadcrumbs + +You may have already noticed that the breadcrumbs integrate the hierarchy +of the imported process. Once you navigate further the actions below the +breadcrumbs change and don't permit to unlock editing. + + + +To change imported processes you need to open them in their original +configuration first. To do so click on the arrow to the right which is +displayed in a tile's action urls in the upper left. While in tree view +these can be found at the very right of an process' row. + + diff --git a/doc/06-Customize-Node-Order.md b/doc/06-Customize-Node-Order.md new file mode 100644 index 0000000..a4373f2 --- /dev/null +++ b/doc/06-Customize-Node-Order.md @@ -0,0 +1,74 @@ +<a id="Customize-Node-Order"></a>Customize Node Order +===================================================== + +By default all nodes are ordered alphabetically while viewing them in the UI. +Though, it is also possible to order nodes entirely manually. + +> **Note** +> +> Once manual order is applied (no matter where) alphabetical order is +> disabled for the entire configuration. + +Reorder by Drag'n'Drop +---------------------- + +Make sure to unlock the configuration first to be able to reorder nodes. + +### Tile View + +To move a tile simply grab it with your mouse and drag it to the location you +want it to appear at. + + + + +### Tree View + +While in tree view nodes can be moved the same way. You just have a narrower +area to grab them. + + + + +The tree view also has an advantage the tile view has not. It is possible to +move nodes within the entire hierarchy. But remember to unfold processes first, +if you want to move a node into them. + +File Format Extensions +---------------------- + +The configuration file format has slightly been changed to accommodate the new +manual order. Though, previous configurations are perfectly upwards compatible. + +### New Header + +A new header is used to flag a configuration file as being manually ordered. + +``` +# ManualOrder : yes +``` + +Once this is set alphabetical order is disabled and only the next techniques +define the order of nodes. + +### Changed `display` Semantic + +Previously there were only two valid values for the `display` directive. +(0 = Subprocess, 1 = Toplevel Process) + +``` +display 0|1;<name>;<title> +``` + +This has now been extended so that values greater than zero refer to the order +of root nodes. (ascending) + +``` +display 0|n;<name>;<title> +``` + +### Significant Children Order + +Previously the order of a node's children in a configuration file was not +important in any way. Now this is significant and refers to the order in +which children appear in the UI and how process states are determined. diff --git a/doc/07-State-Overrides.md b/doc/07-State-Overrides.md new file mode 100644 index 0000000..dfdbaeb --- /dev/null +++ b/doc/07-State-Overrides.md @@ -0,0 +1,45 @@ +# State Overrides + +Business processes utilize their children's states to calculate their own state. +While you can influence this with [operators](09-Operators.md), it's also possible +to override individual states. (This applies to host and service nodes.) + +## Configuring Overrides + +State overrides get configured per node. When adding or editing a node, you can +define which state should be overridden with another one. + +Below `WARNING` is chosen as a replacement for `CRITICAL`. + + + +## Identifying Overrides + +In tile view overridden states are indicated by an additional state ball in the +lower left of a tile. This is then the actual state the object is in. + + + +In tree view overridden states are indicated on the very right of a row. There +the actual state is shown and which one it is replaced with. + + + +## File Format Extensions + +The configuration file format has slightly been changed to accommodate state +overrides. Though, previous configurations are perfectly upwards compatible. + +### New Extra Line + +For process nodes a new extra line is used to store state overrides. + +``` +state_overrides dev_database_servers!mysql;mysql|2-1 +``` + +The full syntax for this is as follows: + +``` +state_overrides <process>!<child>|n-n[!<child>|n-n[,n-n]] +``` diff --git a/doc/09-Operators.md b/doc/09-Operators.md new file mode 100644 index 0000000..58db97c --- /dev/null +++ b/doc/09-Operators.md @@ -0,0 +1,33 @@ +# Operators <a id="operators"> + +Every Business Process requires an Operator. This operator defines its behaviour and specifies how its very own state is +going to be calculated. + +## AND <a id="and-operator"> + +The `AND` operator selects the **WORST** state of its child nodes: + + + +## OR <a id="or-operator"> + +The `OR` operator selects the **BEST** state of its child nodes: + + + + + +## DEGRADED <a id="deg-operator"> + +The `DEGRADED` operator behaves like an `AND`, but if the resulting +state is **CRITICAL** it transforms it into a **WARNING**. +Refer to the table below for the case-by-case +analysis of the statuses. + + + +## MIN n <a id="min-operator"> + +The `MIN` operator selects the **WORST** state out of the **BEST n** child node states: + + diff --git a/doc/12-Web-Components-Breadcrumb.md b/doc/12-Web-Components-Breadcrumb.md new file mode 100644 index 0000000..a9811da --- /dev/null +++ b/doc/12-Web-Components-Breadcrumb.md @@ -0,0 +1,72 @@ +<a id="Web-Components-Breadcrumb"></a>Web Components: Breadcrumb +================================================================ + +All Business Process renderers show a **breadcrumb** component to always give +you a quick indication of your current location. + + + +The left-most section shows the title of the current *Business Process Configuration*. +The remaining sections show the path to the current *Business Process Node* currently +being shown. + +Hovering the Breadcrumb with your mouse shows you that all of it sections are +highlighted, as they are links pointing to either the root level when clicking +on the *Configuration Node* itself or to the corresponding *Business Process Node*. + +All but the last section, showing your current position in the tree. Even if +not being highlighted, it is still a link an can be clicked in case you need +so. + +In case you're showing some related details in a split-screen view of *Icinga +Web 2*, a click on any *Breadcrumb* section will switch back to a wide single +column view to make it obvious that you moved to another context. It is also +perfectly legal to open any of the available links in a new browser tab or +window. + +Available actions below the Breadcrumb +-------------------------------------- + +### Choose a renderer + +The first link allows to toggle the used Renderer. Currently a *Tree* and a +*Tile* renderer are available. + +### Move to Full Screen Mode + +Every view can be shown in *Full Screen Mode*. Full screen means that left and +upper menu together with some other details are hidden. Your Business Process +will be able to use all of the available space. Want even more? Then please +additionally switch your browser to full screen mode. This is usually done by +pressing the `F11` key. + +Once being in full screen mode you'll find an icon on the right side that will +allow you to switch back to normal view: + + + +**Hint:** We know that the web application might request real full screen mode +on their own. We refused doing so as many people find this being an annoying +feature. + +### Unlock the Configuration + +When clicking `Unlock`, additional actions are shown. One of them is immediately +shown next to the `Unlock` link and reads `Config`. It allows you to reach Configuration +settings for the your currently loaded *Business Process Configuration*: + + + +But there is more. When unlocked, all nodes provide links allowing you to modify or +to delete them. Host/Service Nodes now allow you to simulate a specific state. + +Other main actions +------------------ + +### Add content to your Dashboard + +When being in *locked* mode, you are allowed to add the currently shown process +at the given path with the active renderer in the main (or a custom) [Icinga Web 2 +Dashboard](16-Add-To-Dashboard.md): + + diff --git a/doc/13-Web-Components-Tile-Renderer.md b/doc/13-Web-Components-Tile-Renderer.md new file mode 100644 index 0000000..d362f33 --- /dev/null +++ b/doc/13-Web-Components-Tile-Renderer.md @@ -0,0 +1,23 @@ +<a id="Web-Components-Tile-Renderer"></a>Web Components: Tile Renderer +====================================================================== + +The default Business Process *Renderer* is the *Tile Renderer*. It always shows +one level of your tree, enriched with badges giving some hint on lower level +node problems. This is what it looks like: + + + +Please click on *Tree* below the [breadcrumb](12-Web-Components-Breadcrumb.md) +to switch to the [Tree View](14-Web-Components-Tree-Renderer.md). In the left +corner of every *Tile* you can find two icons, both of them will show the related +sub-process. On your mobile phone this usually replaces your current view, please +use the [breadcrumb](12-Web-Components-Breadcrumb.md) to navigate back to a higher +level. + +On a Notebook or Desktop Computer this usually leady to a split-screen view: + + + +This example shows a subtree shown with the [Tree Renderer](14-Web-Components-Tree-Renderer.md), +it is of course also perfectly legal to drill down using the *Tile Renderer* +only. diff --git a/doc/14-Web-Components-Tree-Renderer.md b/doc/14-Web-Components-Tree-Renderer.md new file mode 100644 index 0000000..7bf2137 --- /dev/null +++ b/doc/14-Web-Components-Tree-Renderer.md @@ -0,0 +1,14 @@ +<a id="Web-Components-Tree-Renderer"></a>Web Components: Tree Renderer +====================================================================== + +The main advantage of the *Tree Renderer* is that it is able to show all nodes +of Business Process trees at once. This works fine even for huge trees with lots +of nodes. Please have a look at this screenshot to get an idea of how the tree +view looks like: + + + +Clicking Business Process Nodes collapses or unfolds them, clicking single hosts +or services show the related monitored object. You can of course always switch +back to the [Tile Renderer](13-Web-Components-Tile-Renderer.md) with a single +click at any time. diff --git a/doc/16-Add-To-Dashboard.md b/doc/16-Add-To-Dashboard.md new file mode 100644 index 0000000..deda692 --- /dev/null +++ b/doc/16-Add-To-Dashboard.md @@ -0,0 +1,22 @@ +<a id="Add-To-Dashboard"></a>Show Processes on a Dashboard +========================================================== + +When being in *Locked mode*, you can add any Business Process at top or sub level +to any Icinga Web 2 Dashboard. The related link can be found in the Tab bar: + + + +This leads to the standard Icinga Web 2 *Add Dashlet to Dashboard* form. Feel +free to add your Business Process View to any existing Dashboard. You might also +want to create a dedicated Dashboard as shown in this example: + + + + +Want more? +---------- + +Head on and add multiple Business Processes to your Dashboard to show all of +them at once: + + diff --git a/doc/21-Store-Config.md b/doc/21-Store-Config.md new file mode 100644 index 0000000..709c413 --- /dev/null +++ b/doc/21-Store-Config.md @@ -0,0 +1,25 @@ +<a id="Store-Config"></a>Store your Configuration +================================================= + +Changes to your *Business Process Configuration* are added to a stack and will +not be stored immediately. In case there are pending unstored changes, this will +be shown on every screen: + + + +A click on *Dismiss* immediately throws away all unstored changes. A click on +*Store* brings you to the configuration form. You have seen this before, once +you created your [very first configuration](03-Getting-Started.md): + + + +Config Diff +----------- + +If unsure what changes you're going to store, you can still check the *Config Diff* +before finally storing to disk: + + + +You can also download your existing configuration to safe it elsewhere or to +apply manual modifications with our favourite plaintext editor. diff --git a/doc/22-Upload-Config.md b/doc/22-Upload-Config.md new file mode 100644 index 0000000..07e6b63 --- /dev/null +++ b/doc/22-Upload-Config.md @@ -0,0 +1,28 @@ +<a id="Upload-Config"></a>Upload a Configuration File +===================================================== + +You can upload a formerly downloaded or even a manually created file directly +through the web frontend. Given sufficient permissions, the Dashboard provides +a related link: + + + +Chose a file +------------ + +This can be any file: + + + +It should be valid of course, but don't worry - the *Business Process* module +protects you from syntax errors: + + + +Just for fun you could try to upload an image or whatever you want - it will not +break. It will also protect you from accidentally overwriting existing files: + + + +So in case you need to replace an existing process, please delete it before +uploading a new one. diff --git a/doc/31-Permissions.md b/doc/31-Permissions.md new file mode 100644 index 0000000..47c9ca1 --- /dev/null +++ b/doc/31-Permissions.md @@ -0,0 +1,28 @@ +<a id="Permission System"></a>Permission System +================================================= + +The permission system of the module is based on permissions and restrictions. + +Permissions +----------- + +The module has five levels of permissions: + +* Granting general module access allows a user to view business processes. (`module/businessprocess`) +* Create permissions allow to create new business processes. (`businessprocess/create`) +* Modify permissions allow to modify already existing ones. (`businessprocess/modify`) +* Permission to view all business processes regardless restrictions. (`businessprocess/showall`) +* Full permissions. (`businessprocess/*`) + +Restrictions +----------- + +There are two ways to configure restrictions: prefix-based and access controls + +### Prefix-based + +This option allows to limit access of a role to only business processes with a specific prefix. For this the ID (Configuration name) of a business process has to start with a prefix and it has to be set as restriction on the role. (`businessprocess/prefix`) + +### Access controls + +This option allows for more fine granular permissions based on user (`AllowedUsers`), group (`AllowedGroups`) and role (`AllowedRoles`). These attributes take a comma-separated list, get added to the header of the business process configuration file and limit access to the owner and the mentioned ones. diff --git a/doc/81-History.md b/doc/81-History.md new file mode 100644 index 0000000..8366163 --- /dev/null +++ b/doc/81-History.md @@ -0,0 +1,46 @@ +Project History +=============== + +The Business Process module is based on the ideas of the Nagios(tm) [Business +Process AddOn](http://bp-addon.monitoringexchange.org/) written by Bernd +Strößenreuther. We always loved its simplicity, and while it looks pretty +oldschool right now there are still many shops happily using it in production. + + + +Compatibility +------------- + +We fully support the BPaddon configuration language and will continue to do so. +It's also perfectly valid to run both products in parallel based on the very same +config files. New features are (mostly) added in a compatible way. + +Configuration titles and descriptions, properties related to state types or +permissions are examples for new features that didn't formerly exist. They are +stored as commented metadata in the file header and therefore invisible to the +old AddOn. + +The only way to break compatibility is to use newly introduced operators like +`NOT`. Once you do so, the old AddOn will no longer be able to parse your +configuration. + + + +Lot's of changes went on and are still going on under the hood. We have more +features and new language constructs. We separated the config reader from the +state fetcher in our code base. This will allow us to eventually support config +backends like SQL databases or the Icinga 2 DSL. + +This would make it easier to distribute configuration in large environments. + +Improvements +------------ + +Major focus has been put on execution speed. 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