Connect your self-managed cluster to AutoOps

ECK ECE Self-Managed

To use AutoOps with your ECE, ECK, or self-managed cluster, you first need to create an Elastic Cloud account or log in to your existing account. An installation wizard will then guide you through the steps of installing Elastic Agent to send metrics from your cluster to AutoOps in Elastic Cloud.

Complete the steps in the following subsections to connect your cluster to AutoOps. The connection process takes about 10 minutes.

Ensure your system meets the following requirements before proceeding:

• Your cluster is on a supported Elasticsearch version (7.17.x and above).
• Your cluster is on an Enterprise self-managed license or an active self-managed trial.
• The agent you install for the connection is allowed to send metrics to Elastic Cloud.

The following steps describe how to connect your ECE, ECK, or self-managed cluster to AutoOps.

This is the first step of the installation wizard. Your cluster ships metrics to AutoOps with the help of Elastic Agent.

Select one of the following methods to install Elastic Agent:

• Kubernetes
• Docker
• Linux

To learn more about how AutoOps securely gathers data from your cluster, refer to our FAQ.

Depending on your selected installation method, you may have to provide the following information to create the installation command:

• Elasticsearch endpoint URL: Enter the URL for the Elasticsearch cluster you want to monitor by connecting to AutoOps.
• Preferred authentication method: Choose one of the following:

{
 "autoops": {
   "cluster": [
     "monitor",
     "read_ilm",
     "read_slm"
   ],
   "indices": [
     {
       "names": [
         "*"
       ],
       "privileges": [
         "monitor",
         "view_index_metadata"
       ],
       "allow_restricted_indices": true
     }
   ],
   "applications": [],
   "run_as": [],
   "metadata": {},
   "transient_metadata": {
     "enabled": true
   }
 }
}
		

POST /_security/role/autoops
{
  "cluster": [
    "monitor",
    "read_ilm",
    "read_slm"
  ],
  "indices": [
    {
      "names": [
        "*"
      ],
      "privileges": [
        "monitor",
        "view_index_metadata"
      ],
      "allow_restricted_indices": true
    }
  ],
  "applications": [],
  "run_as": [],
  "metadata": {
    "description": "Allows Elastic agent to pull cluster metrics for AutoOps."
  },
  "transient_metadata": {
    "enabled": true
  }
}
		

• System architecture: Select the system architecture of the machine running the agent.

• Metrics storage location: Select where to store your metrics data from the list of available AWS regions.

  Region	Name
  us-east-2	Ohio
  eu-west-1	Ireland
  ap-northeast-1	Tokyo

  More regions are coming soon.

The wizard will generate an installation command based on your configuration. Depending on your installation method, the following command formats are available:

• Kubernetes
  • YAML
• Docker
  • Docker
  • Docker compose
• Linux

Complete the following steps to run the command:

1. Copy the command.

2. Paste it into a text editor and update the placeholder values in the following environment variables:

   Environment variable	Description
   AUTOOPS_OTEL_URL	The Elastic Cloud URL to which Elastic Agent ships data. The URL is generated based on the CSP and region you pick. This URL shouldn't be edited.
   AUTOOPS_ES_URL	The URL Elastic Agent uses to communicate with Elasticsearch.
   AUTOOPS_ES_API_KEY	The API key for API key authentication to access the cluster. It combines the ${id}:${api_key} values. This variable shouldn't be used with AUTOOPS_ES_USERNAME and AUTOOPS_ES_PASSWORD.
   AUTOOPS_ES_USERNAME	The username for basic authentication to access the cluster. This variable should be used with AUTOOPS_ES_PASSWORD.
   AUTOOPS_ES_PASSWORD	The password for basic authentication to access the cluster. This variable should be used with AUTOOPS_ES_USERNAME.
   ELASTIC_CLOUD_CONNECTED_MODE_API_KEY	The Elastic Cloud API Key used to register the cluster. This key shouldn't be edited.
   AUTOOPS_TEMP_RESOURCE_ID	The temporary ID for the current installation wizard.

3. Run the command from the machine where you want to install the agent.

4. Return to the wizard and select I have run the command.

It might take a few minutes for your cluster details to be validated and the first metrics to be shipped to AutoOps.

If the connection is unsuccessful, an error message will appear with a possible reason for the failure and recommended next steps. For a list of these errors, refer to Potential errors.

Sometimes, an exact reason for the failure cannot be determined. In this case, explore additional resources or contact us.

To uninstall the agent, refer to Uninstall Elastic Agent.

If the connection is successful, AutoOps will start analyzing your metrics and reporting on any issues found. Depending on the size of your cluster, this process can take up to 30 minutes.

After the account is ready, the Open AutoOps button will appear in the wizard. Select it to launch AutoOps.

Learn more about AutoOps.

After you've completed the setup, you can access AutoOps for your cluster at any time.

1. Log in to Elastic Cloud.
2. In the Connected clusters section, locate the cluster you want to work on.
3. In the Services column, select AutoOps.

To connect more clusters, we recommend repeating the steps to connect to AutoOps.

You can use the same installation command to connect multiple clusters, but each cluster needs a separate, dedicated Elastic Agent.

Complete the following steps to disconnect your cluster from your Cloud organization. You need the Organization owner role to perform this action.

2. Based on your installation method, complete the steps to stop Elastic Agent from shipping metrics to Elastic Cloud.
3. Log in to Elastic Cloud.
4. On the Connected clusters page or the Connected clusters section of the home page, locate the cluster you want to disconnect.
5. From that cluster’s actions menu, select Disconnect cluster.
6. Enter the cluster’s name in the field that appears and then select Disconnect cluster.