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authorDaniel Baumann <daniel.baumann@progress-linux.org>2024-04-19 02:57:58 +0000
committerDaniel Baumann <daniel.baumann@progress-linux.org>2024-04-19 02:57:58 +0000
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+# How metrics streaming works
+
+Each node running Netdata can stream the metrics it collects, in real time, to another node. Streaming allows you to
+replicate metrics data across multiple nodes, or centralize all your metrics data into a single time-series database
+(TSDB).
+
+When one node streams metrics to another, the node receiving metrics can visualize them on the dashboard, run health checks to
+[trigger alerts](https://github.com/netdata/netdata/blob/master/docs/monitor/view-active-alerts.md) and
+[send notifications](https://github.com/netdata/netdata/blob/master/docs/monitor/enable-notifications.md), and
+[export](https://github.com/netdata/netdata/blob/master/docs/export/external-databases.md) all metrics to an external TSDB. When Netdata streams metrics to another
+Netdata, the receiving one is able to perform everything a Netdata instance is capable of.
+
+Streaming lets you decide exactly how you want to store and maintain metrics data. While we believe Netdata's
+[distributed architecture](https://github.com/netdata/netdata/blob/master/docs/store/distributed-data-architecture.md) is
+ideal for speed and scale, streaming provides centralization options and high data availability.
+
+This document will get you started quickly with streaming. More advanced concepts and suggested production deployments
+can be found in the [streaming and replication reference](https://github.com/netdata/netdata/blob/master/streaming/README.md).
+
+## Streaming basics
+
+There are three types of nodes in Netdata's streaming ecosystem.
+
+- **Parent**: A node, running Netdata, that receives streamed metric data.
+- **Child**: A node, running Netdata, that streams metric data to one or more parent.
+- **Proxy**: A node, running Netdata, that receives metric data from a child and "forwards" them on to a
+ separate parent node.
+
+Netdata uses API keys, which are just random GUIDs, to authorize the communication between child and parent nodes. We
+recommend using `uuidgen` for generating API keys, which can then be used across any number of streaming connections.
+Or, you can generate unique API keys for each parent-child relationship.
+
+Once the parent node authorizes the child's API key, the child can start streaming metrics.
+
+It's important to note that the streaming connection uses TCP, UDP, or Unix sockets, _not HTTP_. To proxy streaming
+metrics, you need to use a proxy that tunnels [OSI layer 4-7
+traffic](https://en.wikipedia.org/wiki/OSI_model#Layer_4:_Transport_Layer) without interfering with it, such as
+[SOCKS](https://en.wikipedia.org/wiki/SOCKS) or Nginx's
+[TCP/UDP load balancing](https://docs.nginx.com/nginx/admin-guide/load-balancer/tcp-udp-load-balancer/).
+
+## Supported streaming configurations
+
+Netdata supports any combination of parent, child, and proxy nodes that you can imagine. Any node can act as both a
+parent, child, or proxy at the same time, sending or receiving streaming metrics from any number of other nodes.
+
+Here are a few example streaming configurations:
+
+- **Headless collector**:
+ - Child `A`, _without_ a database or web dashboard, streams metrics to parent `B`.
+ - `A` metrics are only available via the local Agent dashboard for `B`.
+ - `B` generates alerts for `A`.
+- **Replication**:
+ - Child `A`, _with_ a database and web dashboard, streams metrics to parent `B`.
+ - `A` metrics are available on both local Agent dashboards, and can be stored with the same or different metrics
+ retention policies.
+ - Both `A` and `B` generate alerts.
+- **Proxy**:
+ - Child `A`, _with or without_ a database, sends metrics to proxy `C`, also _with or without_ a database. `C` sends
+ metrics to parent `B`.
+ - Any node with a database can generate alerts.
+
+
+
+### A basic parent child setup
+
+![simple-parent-child](https://user-images.githubusercontent.com/43294513/232492152-11886282-29bc-401f-9577-24237e43a501.jpg)
+
+For a predictable number of non-ephemeral nodes, install a Netdata agent on each node and replicate its data to a
+Netdata parent, preferrably on a management/admin node outside your production infrastructure.
+There are two variations of the basic setup:
+
+- When your nodes have sufficient RAM and disk IO the Netdata agents on each node can run with the default
+ settings for data collection and retention.
+
+- When your nodes have severe RAM and disk IO limitations (e.g. Raspberry Pis), you should
+ [optimize the Netdata agent's performance](https://github.com/netdata/netdata/blob/master/docs/guides/configure/performance.md).
+
+[Secure your nodes](https://github.com/netdata/netdata/blob/master/docs/category-overview-pages/secure-nodes.md) to
+protect them from the internet by making their UI accessible only via an nginx proxy, with potentially different subdomains
+for the parent and even each child, if necessary.
+
+Both children and the parent are connected to the cloud, to enable infrastructure observability,
+[without transferring the collected data](https://github.com/netdata/netdata/blob/master/docs/netdata-security.md).
+Requests for data are always serverd by a connected Netdata agent. When both a child and a parent are connected,
+the cloud will always select the parent to query the user requested data.
+
+### An advanced setup
+
+![Ephemeral nodes with two parents](https://user-images.githubusercontent.com/43294513/228891974-590bf0de-4e5a-46b2-a07a-7bb3dffde2bf.jpg)
+
+When the nodes are ephemeral, we recommend using two parents in an active-active setup, and having the children not store data at all.
+
+Both parents are configured on each child, so that if one is not available, they connect to the other.
+
+The children in this set up are not connected to Netdata Cloud at all, as high availability is achieved with the second parent.
+
+## Enable streaming between nodes
+
+The simplest streaming configuration is **replication**, in which a child node streams its metrics in real time to a
+parent node, and both nodes retain metrics in their own databases.
+
+To configure replication, you need two nodes, each running Netdata. First you'll first enable streaming on your parent
+node, then enable streaming on your child node. When you're finished, you'll be able to see the child node's metrics in
+the parent node's dashboard, quickly switch between the two dashboards, and be able to serve
+[alert notifications](https://github.com/netdata/netdata/blob/master/docs/monitor/enable-notifications.md) from either or both nodes.
+
+### Enable streaming on the parent node
+
+First, log onto the node that will act as the parent.
+
+Run `uuidgen` to create a new API key, which is a randomly-generated machine GUID the Netdata Agent uses to identify
+itself while initiating a streaming connection. Copy that into a separate text file for later use.
+
+> Find out how to [install `uuidgen`](https://command-not-found.com/uuidgen) on your node if you don't already have it.
+
+Next, open `stream.conf` using [`edit-config`](https://github.com/netdata/netdata/blob/master/docs/configure/nodes.md#use-edit-config-to-edit-configuration-files)
+from within the [Netdata config directory](https://github.com/netdata/netdata/blob/master/docs/configure/nodes.md#the-netdata-config-directory).
+
+```bash
+cd /etc/netdata
+sudo ./edit-config stream.conf
+```
+
+Scroll down to the section beginning with `[API_KEY]`. Paste the API key you generated earlier between the brackets, so
+that it looks like the following:
+
+```conf
+[11111111-2222-3333-4444-555555555555]
+```
+
+Set `enabled` to `yes`, and `default memory mode` to `dbengine`. Leave all the other settings as their defaults. A
+simplified version of the configuration, minus the commented lines, looks like the following:
+
+```conf
+[11111111-2222-3333-4444-555555555555]
+ enabled = yes
+ default memory mode = dbengine
+```
+
+Save the file and close it, then restart Netdata with `sudo systemctl restart netdata`, or the [appropriate
+method](https://github.com/netdata/netdata/blob/master/docs/configure/start-stop-restart.md) for your system.
+
+### Enable streaming on the child node
+
+Connect to your child node with SSH.
+
+Open `stream.conf` again. Scroll down to the `[stream]` section and set `enabled` to `yes`. Paste the IP address of your
+parent node at the end of the `destination` line, and paste the API key generated on the parent node onto the `api key`
+line.
+
+Leave all the other settings as their defaults. A simplified version of the configuration, minus the commented lines,
+looks like the following:
+
+```conf
+[stream]
+ enabled = yes
+ destination = 203.0.113.0
+ api key = 11111111-2222-3333-4444-555555555555
+```
+
+Save the file and close it, then restart Netdata with `sudo systemctl restart netdata`, or the [appropriate
+method](https://github.com/netdata/netdata/blob/master/docs/configure/start-stop-restart.md) for your system.
+
+### Enable TLS/SSL on streaming (optional)
+
+While encrypting the connection between your parent and child nodes is recommended for security, it's not required to
+get started. If you're not interested in encryption, skip ahead to [view streamed
+metrics](#view-streamed-metrics-in-netdatas-dashboard).
+
+In this example, we'll use self-signed certificates.
+
+On the **parent** node, use OpenSSL to create the key and certificate, then use `chown` to make the new files readable
+by the `netdata` user.
+
+```bash
+sudo openssl req -newkey rsa:2048 -nodes -sha512 -x509 -days 365 -keyout /etc/netdata/ssl/key.pem -out /etc/netdata/ssl/cert.pem
+sudo chown netdata:netdata /etc/netdata/ssl/cert.pem /etc/netdata/ssl/key.pem
+```
+
+Next, enforce TLS/SSL on the web server. Open `netdata.conf`, scroll down to the `[web]` section, and look for the `bind
+to` setting. Add `^SSL=force` to turn on TLS/SSL. See the [web server
+reference](https://github.com/netdata/netdata/blob/master/web/server/README.md#enabling-tls-support) for other TLS/SSL options.
+
+```conf
+[web]
+ bind to = *=dashboard|registry|badges|management|streaming|netdata.conf^SSL=force
+```
+
+Next, connect to the **child** node and open `stream.conf`. Add `:SSL` to the end of the existing `destination` setting
+to connect to the parent using TLS/SSL. Uncomment the `ssl skip certificate verification` line to allow the use of
+self-signed certificates.
+
+```conf
+[stream]
+ enabled = yes
+ destination = 203.0.113.0:SSL
+ ssl skip certificate verification = yes
+ api key = 11111111-2222-3333-4444-555555555555
+```
+
+Restart both the parent and child nodes with `sudo systemctl restart netdata`, or the [appropriate
+method](https://github.com/netdata/netdata/blob/master/docs/configure/start-stop-restart.md) for your system, to stream encrypted metrics using TLS/SSL.
+
+### View streamed metrics in Netdata Cloud
+
+In Netdata Cloud you should now be able to see a new parent showing up in the Home tab under "Nodes by data replication".
+The replication factor for the child node has now increased to 2, meaning that its data is now highly available.
+
+You don't need to do anything else, as the cloud will automatically prefer to fetch data about the child from the parent
+and switch to querying the child only when the parent is unavailable, or for some reason doesn't have the requested
+data (e.g. the connection between parent and the child is broken).
+
+### View streamed metrics in Netdata's dashboard
+
+At this point, the child node is streaming its metrics in real time to its parent. Open the local Agent dashboard for
+the parent by navigating to `http://PARENT-NODE:19999` in your browser, replacing `PARENT-NODE` with its IP address or
+hostname.
+
+This dashboard shows parent metrics. To see child metrics, open the left-hand sidebar with the hamburger icon
+![Hamburger icon](https://raw.githubusercontent.com/netdata/netdata-ui/master/src/components/icon/assets/hamburger.svg)
+in the top panel. Both nodes appear under the **Replicated Nodes** menu. Click on either of the links to switch between
+separate parent and child dashboards.
+
+![Switching between parent and child dashboards](https://user-images.githubusercontent.com/1153921/110043346-761ec000-7d04-11eb-8e58-77670ba39161.gif)
+
+The child dashboard is also available directly at `http://PARENT-NODE:19999/host/CHILD-HOSTNAME`, which in this example
+is `http://203.0.113.0:19999/host/netdata-child`.
+