Merge pull request #6305 from gunnarbeutner/feature/environment-variable

[icinga2] / doc / 06-distributed-monitoring.md

# Distributed Monitoring with Master, Satellites, and Clients <a id="distributed-monitoring"></a>

This chapter will guide you through the setup of a distributed monitoring
environment, including high-availability clustering and setup details
for the Icinga 2 client.

## Roles: Master, Satellites, and Clients <a id="distributed-monitoring-roles"></a>

Icinga 2 nodes can be given names for easier understanding:

* A `master` node which is on top of the hierarchy.
* A `satellite` node which is a child of a `satellite` or `master` node.
* A `client` node which works as an `agent` connected to `master` and/or `satellite` nodes.

![Icinga 2 Distributed Roles](images/distributed-monitoring/icinga2_distributed_roles.png)

Rephrasing this picture into more details:

* A `master` node has no parent node.
  * A `master`node is where you usually install Icinga Web 2.
  * A `master` node can combine executed checks from child nodes into backends and notifications.
* A `satellite` node has a parent and a child node.
  * A `satellite` node may execute checks on its own or delegate check execution to child nodes.
  * A `satellite` node can receive configuration for hosts/services, etc. from the parent node.
  * A `satellite` node continues to run even if the master node is temporarily unavailable.
* A `client` node only has a parent node.
  * A `client` node will either run its own configured checks or receive command execution events from the parent node.

The following sections will refer to these roles and explain the
differences and the possibilities this kind of setup offers.

**Tip**: If you just want to install a single master node that monitors several hosts
(i.e. Icinga 2 clients), continue reading -- we'll start with
simple examples.
In case you are planning a huge cluster setup with multiple levels and
lots of clients, read on -- we'll deal with these cases later on.

The installation on each system is the same: You need to install the
[Icinga 2 package](02-getting-started.md#setting-up-icinga2) and the required [plugins](02-getting-started.md#setting-up-check-plugins).

The required configuration steps are mostly happening
on the command line. You can also [automate the setup](06-distributed-monitoring.md#distributed-monitoring-automation).

The first thing you need learn about a distributed setup is the hierarchy of the single components.

## Zones <a id="distributed-monitoring-zones"></a>

The Icinga 2 hierarchy consists of so-called [zone](09-object-types.md#objecttype-zone) objects.
Zones depend on a parent-child relationship in order to trust each other.

![Icinga 2 Distributed Zones](images/distributed-monitoring/icinga2_distributed_zones.png)

Have a look at this example for the `satellite` zones which have the `master` zone as a parent zone:

    object Zone "master" {
       //...
    }

    object Zone "satellite region 1" {
      parent = "master"
      //...
    }

    object Zone "satellite region 2" {
      parent = "master"
      //...
    }

There are certain limitations for child zones, e.g. their members are not allowed
to send configuration commands to the parent zone members. Vice versa, the
trust hierarchy allows for example the `master` zone to send
configuration files to the `satellite` zone. Read more about this
in the [security section](06-distributed-monitoring.md#distributed-monitoring-security).

`client` nodes also have their own unique zone. By convention you
can use the FQDN for the zone name.

## Endpoints <a id="distributed-monitoring-endpoints"></a>

Nodes which are a member of a zone are so-called [Endpoint](09-object-types.md#objecttype-endpoint) objects.

![Icinga 2 Distributed Endpoints](images/distributed-monitoring/icinga2_distributed_endpoints.png)

Here is an example configuration for two endpoints in different zones:

    object Endpoint "icinga2-master1.localdomain" {
      host = "192.168.56.101"
    }

    object Endpoint "icinga2-satellite1.localdomain" {
      host = "192.168.56.105"
    }

    object Zone "master" {
      endpoints = [ "icinga2-master1.localdomain" ]
    }

    object Zone "satellite" {
      endpoints = [ "icinga2-satellite1.localdomain" ]
      parent = "master"
    }

All endpoints in the same zone work as high-availability setup. For
example, if you have two nodes in the `master` zone, they will load-balance the check execution.

Endpoint objects are important for specifying the connection
information, e.g. if the master should actively try to connect to a client.

The zone membership is defined inside the `Zone` object definition using
the `endpoints` attribute with an array of `Endpoint` names.

If you want to check the availability (e.g. ping checks) of the node
you still need a [Host](09-object-types.md#objecttype-host) object.

## ApiListener <a id="distributed-monitoring-apilistener"></a>

In case you are using the CLI commands later, you don't have to write
this configuration from scratch in a text editor.
The [ApiListener](09-object-types.md#objecttype-apilistener)
object is used to load the SSL certificates and specify restrictions, e.g.
for accepting configuration commands.

It is also used for the [Icinga 2 REST API](12-icinga2-api.md#icinga2-api) which shares
the same host and port with the Icinga 2 Cluster protocol.

The object configuration is stored in the `/etc/icinga2/features-enabled/api.conf`
file. Depending on the configuration mode the attributes `accept_commands`
and `accept_config` can be configured here.

In order to use the `api` feature you need to enable it and restart Icinga 2.

    icinga2 feature enable api

## Conventions <a id="distributed-monitoring-conventions"></a>

By convention all nodes should be configured using their FQDN.

Furthermore, you must ensure that the following names
are exactly the same in all configuration files:

* Host certificate common name (CN).
* Endpoint configuration object for the host.
* NodeName constant for the local host.

Setting this up on the command line will help you to minimize the effort.
Just keep in mind that you need to use the FQDN for endpoints and for
common names when asked.

## Security <a id="distributed-monitoring-security"></a>

While there are certain mechanisms to ensure a secure communication between all
nodes (firewalls, policies, software hardening, etc.), Icinga 2 also provides
additional security:

* SSL certificates are mandatory for communication between nodes. The CLI commands
help you create those certificates.
* Child zones only receive updates (check results, commands, etc.) for their configured objects.
* Child zones are not allowed to push configuration updates to parent zones.
* Zones cannot interfere with other zones and influence each other. Each checkable host or service object is assigned to **one zone** only.
* All nodes in a zone trust each other.
* [Config sync](06-distributed-monitoring.md#distributed-monitoring-top-down-config-sync) and [remote command endpoint execution](06-distributed-monitoring.md#distributed-monitoring-top-down-command-endpoint) is disabled by default.

The underlying protocol uses JSON-RPC event notifications exchanged by nodes.
The connection is secured by TLS. The message protocol uses an internal API,
and as such message types and names may change internally and are not documented.

Zones build the trust relationship in a distributed environment. If you do not specify
a zone for a client and specify the parent zone, its zone members e.g. the master instance
won't trust the client.

Building this trust is key in your distributed environment. That way the parent node
knows that it is able to send messages to the child zone, e.g. configuration objects,
configuration in global zones, commands to be executed in this zone/for this endpoint.
It also receives check results from the child zone for checkable objects (host/service).

Vice versa, the client trusts the master and accepts configuration and commands if enabled
in the api feature. If the client would send configuration to the parent zone, the parent nodes
will deny it. The parent zone is the configuration entity, and does not trust clients in this matter.
A client could attempt to modify a different client for example, or inject a check command
with malicious code.

While it may sound complicated for client setups, it removes the problem with different roles
and configurations for a master and a client. Both of them work the same way, are configured
in the same way (Zone, Endpoint, ApiListener), and you can troubleshoot and debug them in just one go.

## Master Setup <a id="distributed-monitoring-setup-master"></a>

This section explains how to install a central single master node using
the `node wizard` command. If you prefer to do an automated installation, please
refer to the [automated setup](06-distributed-monitoring.md#distributed-monitoring-automation) section.

Install the [Icinga 2 package](02-getting-started.md#setting-up-icinga2) and setup
the required [plugins](02-getting-started.md#setting-up-check-plugins) if you haven't done
so already.

**Note**: Windows is not supported for a master node setup.

The next step is to run the `node wizard` CLI command. Prior to that
ensure to collect the required information:

  Parameter           | Description
  --------------------|--------------------
  Common name (CN)    | **Required.** By convention this should be the host's FQDN. Defaults to the FQDN.
  Master zone name    | **Optional.** Allows to specify the master zone name. Defaults to `master`.
  Global zones        | **Optional.** Allows to specify more global zones in addition to `global-templates` and `director-global`. Defaults to `n`.
  API bind host       | **Optional.** Allows to specify the address the ApiListener is bound to. For advanced usage only.
  API bind port       | **Optional.** Allows to specify the port the ApiListener is bound to. For advanced usage only (requires changing the default port 5665 everywhere).
  Disable conf.d      | **Optional.** Allows to disable the `include_recursive "conf.d"` directive except for the `api-users.conf` file in the `icinga2.conf` file. Defaults to `y`. Configuration on the master is discussed below.

The setup wizard will ensure that the following steps are taken:

* Enable the `api` feature.
* Generate a new certificate authority (CA) in `/var/lib/icinga2/ca` if it doesn't exist.
* Create a certificate for this node signed by the CA key.
* Update the [zones.conf](04-configuring-icinga-2.md#zones-conf) file with the new zone hierarchy.
* Update the [ApiListener](06-distributed-monitoring.md#distributed-monitoring-apilistener) and [constants](04-configuring-icinga-2.md#constants-conf) configuration.
* Update the [icinga2.conf](04-configuring-icinga-2.md#icinga2-conf) to disable the `conf.d` inclusion, and add the `api-users.conf` file inclusion.

Here is an example of a master setup for the `icinga2-master1.localdomain` node on CentOS 7:

```
[root@icinga2-master1.localdomain /]# icinga2 node wizard

Welcome to the Icinga 2 Setup Wizard!

We will guide you through all required configuration details.

Please specify if this is a satellite/client setup ('n' installs a master setup) [Y/n]: n

Starting the Master setup routine...

Please specify the common name (CN) [icinga2-master1.localdomain]: icinga2-master1.localdomain
Reconfiguring Icinga...
Checking for existing certificates for common name 'icinga2-master1.localdomain'...
Certificates not yet generated. Running 'api setup' now.
Generating master configuration for Icinga 2.
Enabling feature api. Make sure to restart Icinga 2 for these changes to take effect.

Master zone name [master]:

Default global zones: global-templates director-global
Do you want to specify additional global zones? [y/N]: N

Please specify the API bind host/port (optional):
Bind Host []:
Bind Port []:

Do you want to disable the inclusion of the conf.d directory [Y/n]:
Disabling the inclusion of the conf.d directory...
Checking if the api-users.conf file exists...

Done.

Now restart your Icinga 2 daemon to finish the installation!
```

You can verify that the CA public and private keys are stored in the `/var/lib/icinga2/ca` directory.
Keep this path secure and include it in your [backups](02-getting-started.md#install-backup).

In case you lose the CA private key you have to generate a new CA for signing new client
certificate requests. You then have to also re-create new signed certificates for all
existing nodes.

Once the master setup is complete, you can also use this node as primary [CSR auto-signing](06-distributed-monitoring.md#distributed-monitoring-setup-csr-auto-signing)
master. The following section will explain how to use the CLI commands in order to fetch their
signed certificate from this master node.

## Signing Certificates on the Master <a id="distributed-monitoring-setup-sign-certificates-master"></a>

All certificates must be signed by the same certificate authority (CA). This ensures
that all nodes trust each other in a distributed monitoring environment.

This CA is generated during the [master setup](06-distributed-monitoring.md#distributed-monitoring-setup-master)
and should be the same on all master instances.

You can avoid signing and deploying certificates [manually](06-distributed-monitoring.md#distributed-monitoring-advanced-hints-certificates-manual)
by using built-in methods for auto-signing certificate signing requests (CSR):

* [CSR Auto-Signing](06-distributed-monitoring.md#distributed-monitoring-setup-csr-auto-signing) which uses a client ticket generated on the master as trust identifier.
* [On-Demand CSR Signing](06-distributed-monitoring.md#distributed-monitoring-setup-on-demand-csr-signing) which allows to sign pending certificate requests on the master.

Both methods are described in detail below.

> **Note**
>
> [On-Demand CSR Signing](06-distributed-monitoring.md#distributed-monitoring-setup-on-demand-csr-signing) is available in Icinga 2 v2.8+.

### CSR Auto-Signing <a id="distributed-monitoring-setup-csr-auto-signing"></a>

A client which sends a certificate signing request (CSR) must authenticate itself
in a trusted way. The master generates a client ticket which is included in this request.
That way the master can verify that the request matches the previously trusted ticket
and sign the request.

> **Note**
>
> Icinga 2 v2.8 adds the possibility to forward signing requests on a satellite
> to the master node. This helps with the setup of [three level clusters](#06-distributed-monitoring.md#distributed-monitoring-scenarios-master-satellite-client)
> and more.

Advantages:

* Nodes can be installed by different users who have received the client ticket.
* No manual interaction necessary on the master node.
* Automation tools like Puppet, Ansible, etc. can retrieve the pre-generated ticket in their client catalog
and run the node setup directly.

Disadvantages:

* Tickets need to be generated on the master and copied to client setup wizards.
* No central signing management.


Setup wizards for satellite/client nodes will ask you for this specific client ticket.

There are two possible ways to retrieve the ticket:

* [CLI command](11-cli-commands.md#cli-command-pki) executed on the master node.
* [REST API](12-icinga2-api.md#icinga2-api) request against the master node.

Required information:

  Parameter           | Description
  --------------------|--------------------
  Common name (CN)    | **Required.** The common name for the satellite/client. By convention this should be the FQDN.

The following example shows how to generate a ticket on the master node `icinga2-master1.localdomain` for the client `icinga2-client1.localdomain`:

    [root@icinga2-master1.localdomain /]# icinga2 pki ticket --cn icinga2-client1.localdomain

Querying the [Icinga 2 API](12-icinga2-api.md#icinga2-api) on the master requires an [ApiUser](12-icinga2-api.md#icinga2-api-authentication)
object with at least the `actions/generate-ticket` permission.

    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/conf.d/api-users.conf

    object ApiUser "client-pki-ticket" {
      password = "bea11beb7b810ea9ce6ea" //change this
      permissions = [ "actions/generate-ticket" ]
    }

    [root@icinga2-master1.localdomain /]# systemctl restart icinga2

Retrieve the ticket on the master node `icinga2-master1.localdomain` with `curl`, for example:

     [root@icinga2-master1.localdomain /]# curl -k -s -u client-pki-ticket:bea11beb7b810ea9ce6ea -H 'Accept: application/json' \
     -X POST 'https://localhost:5665/v1/actions/generate-ticket' -d '{ "cn": "icinga2-client1.localdomain" }'

Store that ticket number for the satellite/client setup below.

> **Note**
>
> Never expose the ticket salt and/or ApiUser credentials to your client nodes.
> Example: Retrieve the ticket on the Puppet master node and send the compiled catalog
> to the authorized Puppet agent node which will invoke the
> [automated setup steps](06-distributed-monitoring.md#distributed-monitoring-automation-cli-node-setup).

### On-Demand CSR Signing <a id="distributed-monitoring-setup-on-demand-csr-signing"></a>

Icinga 2 v2.8 adds the possibility to sign certificates from clients without
requiring a client ticket for auto-signing.

Instead, the client sends a certificate signing request to specified parent node.
This could either be directly the master, or a satellite which forwards the request
to the signing master.

Advantages:

* Central certificate request signing management.
* No pre-generated ticket is required for client setups.

Disadvantages:

* Asynchronous step for automated deployments.
* Needs client verification on the master.


You can list certificate requests by using the `ca list` CLI command. This also shows
which requests already have been signed.

```
[root@icinga2-master1.localdomain /]# icinga2 ca list
Fingerprint                                                      | Timestamp           | Signed | Subject
-----------------------------------------------------------------|---------------------|--------|--------
403da5b228df384f07f980f45ba50202529cded7c8182abf96740660caa09727 | 2017/09/06 17:02:40 | *      | CN = icinga2-client1.localdomain
71700c28445109416dd7102038962ac3fd421fbb349a6e7303b6033ec1772850 | 2017/09/06 17:20:02 |        | CN = icinga2-client2.localdomain
```

**Tip**: Add `--json` to the CLI command to retrieve the details in JSON format.

If you want to sign a specific request, you need to use the `ca sign` CLI command
and pass its fingerprint as argument.

```
[root@icinga2-master1.localdomain /]# icinga2 ca sign 71700c28445109416dd7102038962ac3fd421fbb349a6e7303b6033ec1772850
information/cli: Signed certificate for 'CN = icinga2-client2.localdomain'.
```

## Client/Satellite Setup <a id="distributed-monitoring-setup-satellite-client"></a>

This section describes the setup of a satellite and/or client connected to an
existing master node setup. If you haven't done so already, please [run the master setup](06-distributed-monitoring.md#distributed-monitoring-setup-master).

Icinga 2 on the master node must be running and accepting connections on port `5665`.


### Client/Satellite Setup on Linux <a id="distributed-monitoring-setup-client-linux"></a>

Please ensure that you've run all the steps mentioned in the [client/satellite section](06-distributed-monitoring.md#distributed-monitoring-setup-satellite-client).

Install the [Icinga 2 package](02-getting-started.md#setting-up-icinga2) and setup
the required [plugins](02-getting-started.md#setting-up-check-plugins) if you haven't done
so already.

The next step is to run the `node wizard` CLI command.

In this example we're generating a ticket on the master node `icinga2-master1.localdomain` for the client `icinga2-client1.localdomain`:

    [root@icinga2-master1.localdomain /]# icinga2 pki ticket --cn icinga2-client1.localdomain
    4f75d2ecd253575fe9180938ebff7cbca262f96e

Note: You don't need this step if you have chosen to use [On-Demand CSR Signing](06-distributed-monitoring.md#distributed-monitoring-setup-on-demand-csr-signing).

Start the wizard on the client `icinga2-client1.localdomain`:

```
[root@icinga2-client1.localdomain /]# icinga2 node wizard

Welcome to the Icinga 2 Setup Wizard!

We will guide you through all required configuration details.
```

Press `Enter` or add `y` to start a satellite or client setup.

```
Please specify if this is a satellite/client setup ('n' installs a master setup) [Y/n]:
```

Press `Enter` to use the proposed name in brackets, or add a specific common name (CN). By convention
this should be the FQDN.

```
Starting the Client/Satellite setup routine...

Please specify the common name (CN) [icinga2-client1.localdomain]: icinga2-client1.localdomain
```

Specify the direct parent for this node. This could be your primary master `icinga2-master1.localdomain`
or a satellite node in a multi level cluster scenario.

```
Please specify the parent endpoint(s) (master or satellite) where this node should connect to:
Master/Satellite Common Name (CN from your master/satellite node): icinga2-master1.localdomain
```

Press `Enter` or choose `y` to establish a connection to the parent node.

```
Do you want to establish a connection to the parent node from this node? [Y/n]:
```

> **Note:**
>
> If this node cannot connect to the parent node, choose `n`. The setup
> wizard will provide instructions for this scenario -- signing questions are disabled then.

Add the connection details for `icinga2-master1.localdomain`.

```
Please specify the master/satellite connection information:
Master/Satellite endpoint host (IP address or FQDN): 192.168.56.101
Master/Satellite endpoint port [5665]: 5665
```

You can add more parent nodes if necessary. Press `Enter` or choose `n`
if you don't want to add any. This comes in handy if you have more than one
parent node, e.g. two masters or two satellites.

```
Add more master/satellite endpoints? [y/N]:
```

Verify the parent node's certificate:

```
Parent certificate information:

 Subject:     CN = icinga2-master1.localdomain
 Issuer:      CN = Icinga CA
 Valid From:  Sep  7 13:41:24 2017 GMT
 Valid Until: Sep  3 13:41:24 2032 GMT
 Fingerprint: AC 99 8B 2B 3D B0 01 00 E5 21 FA 05 2E EC D5 A9 EF 9E AA E3

Is this information correct? [y/N]: y
```

The setup wizard fetches the parent node's certificate and ask
you to verify this information. This is to prevent MITM attacks or
any kind of untrusted parent relationship.

Note: The certificate is not fetched if you have chosen not to connect
to the parent node.

Proceed with adding the optional client ticket for [CSR auto-signing](06-distributed-monitoring.md#distributed-monitoring-setup-csr-auto-signing):

```
Please specify the request ticket generated on your Icinga 2 master (optional).
 (Hint: # icinga2 pki ticket --cn 'icinga2-client1.localdomain'):
4f75d2ecd253575fe9180938ebff7cbca262f96e
```

In case you've chosen to use [On-Demand CSR Signing](06-distributed-monitoring.md#distributed-monitoring-setup-on-demand-csr-signing)
you can leave the ticket question blank.

Instead, Icinga 2 tells you to approve the request later on the master node.

```
No ticket was specified. Please approve the certificate signing request manually
on the master (see 'icinga2 ca list' and 'icinga2 ca sign --help' for details).
```

You can optionally specify a different bind host and/or port.

```
Please specify the API bind host/port (optional):
Bind Host []:
Bind Port []:
```

The next step asks you to accept configuration (required for [config sync mode](06-distributed-monitoring.md#distributed-monitoring-top-down-config-sync))
and commands (required for [command endpoint mode](06-distributed-monitoring.md#distributed-monitoring-top-down-command-endpoint)).

```
Accept config from parent node? [y/N]: y
Accept commands from parent node? [y/N]: y
```

Next you can optionally specify the local and parent zone names. This will be reflected
in the generated zone configuration file.

Set the local zone name to something else, if you are installing a satellite or secondary master instance.

```
Local zone name [icinga2-client1.localdomain]:
```

Set the parent zone name to something else than `master` if this client connects to a satellite instance instead of the master.

```
Parent zone name [master]:
```

You can add more global zones in addition to `global-templates` and `director-global` if necessary.
Press `Enter` or choose `n`, if you don't want to add any additional.

```
Reconfiguring Icinga...

Default global zones: global-templates director-global
Do you want to specify additional global zones? [y/N]: N
```

Last but not least the wizard asks you whether you want to disable the inclusion of the local configuration
directory in `conf.d`, or not. Defaults to disabled, as clients either are checked via command endpoint, or
they receive configuration synced from the parent zone.

```
Do you want to disable the inclusion of the conf.d directory [Y/n]: Y
Disabling the inclusion of the conf.d directory...
```


The wizard proceeds and you are good to go.

```
Done.

Now restart your Icinga 2 daemon to finish the installation!
```

> **Note**
>
> If you have chosen not to connect to the parent node, you cannot start
> Icinga 2 yet. The wizard asked you to manually copy the master's public
> CA certificate file into `/var/lib/icinga2/certs/ca.crt`.
>
> You need to manually sign the CSR on the master node.

Restart Icinga 2 as requested.

```
[root@icinga2-client1.localdomain /]# systemctl restart icinga2
```

Here is an overview of all parameters in detail:

  Parameter           | Description
  --------------------|--------------------
  Common name (CN)    | **Required.** By convention this should be the host's FQDN. Defaults to the FQDN.
  Master common name  | **Required.** Use the common name you've specified for your master node before.
  Establish connection to the parent node | **Optional.** Whether the node should attempt to connect to the parent node or not. Defaults to `y`.
  Master/Satellite endpoint host | **Required if the the client needs to connect to the master/satellite.** The parent endpoint's IP address or FQDN. This information is included in the `Endpoint` object configuration in the `zones.conf` file.
  Master/Satellite endpoint port | **Optional if the the client needs to connect to the master/satellite.** The parent endpoints's listening port. This information is included in the `Endpoint` object configuration.
  Add more master/satellite endpoints | **Optional.** If you have multiple master/satellite nodes configured, add them here.
  Parent Certificate information | **Required.** Verify that the connecting host really is the requested master node.
  Request ticket      | **Optional.** Add the [ticket](06-distributed-monitoring.md#distributed-monitoring-setup-csr-auto-signing) generated on the master.
  API bind host       | **Optional.** Allows to specify the address the ApiListener is bound to. For advanced usage only.
  API bind port       | **Optional.** Allows to specify the port the ApiListener is bound to. For advanced usage only (requires changing the default port 5665 everywhere).
  Accept config       | **Optional.** Whether this node accepts configuration sync from the master node (required for [config sync mode](06-distributed-monitoring.md#distributed-monitoring-top-down-config-sync)). For [security reasons](06-distributed-monitoring.md#distributed-monitoring-security) this defaults to `n`.
  Accept commands     | **Optional.** Whether this node accepts command execution messages from the master node (required for [command endpoint mode](06-distributed-monitoring.md#distributed-monitoring-top-down-command-endpoint)). For [security reasons](06-distributed-monitoring.md#distributed-monitoring-security) this defaults to `n`.
  Local zone name     | **Optional.** Allows to specify the name for the local zone. This comes in handy when this instance is a satellite, not a client. Defaults to the FQDN.
  Parent zone name    | **Optional.** Allows to specify the name for the parent zone. This is important if the client has a satellite instance as parent, not the master. Defaults to `master`.
  Global zones        | **Optional.** Allows to specify more global zones in addition to `global-templates` and `director-global`. Defaults to `n`.
  Disable conf.d      | **Optional.** Allows to disable the inclusion of the `conf.d` directory which holds local example configuration. Clients should retrieve their configuration from the parent node, or act as command endpoint execution bridge. Defaults to `y`.

The setup wizard will ensure that the following steps are taken:

* Enable the `api` feature.
* Create a certificate signing request (CSR) for the local node.
* Request a signed certificate i(optional with the provided ticket number) on the master node.
* Allow to verify the parent node's certificate.
* Store the signed client certificate and ca.crt in `/var/lib/icinga2/certs`.
* Update the `zones.conf` file with the new zone hierarchy.
* Update `/etc/icinga2/features-enabled/api.conf` (`accept_config`, `accept_commands`) and `constants.conf`.
* Update `/etc/icinga2/icinga2.conf` and comment out `include_recursive "conf.d"`.

You can verify that the certificate files are stored in the `/var/lib/icinga2/certs` directory.

> **Note**
>
> The certificate location changed in v2.8 to `/var/lib/icinga2/certs`. Please read the [upgrading chapter](16-upgrading-icinga-2.md#upgrading-to-2-8-certificate-paths)
> for more details.

> **Note**
>
> If the client is not directly connected to the certificate signing master,
> signing requests and responses might need some minutes to fully update the client certificates.
>
> If you have chosen to use [On-Demand CSR Signing](06-distributed-monitoring.md#distributed-monitoring-setup-on-demand-csr-signing)
> certificates need to be signed on the master first. Ticket-less setups require at least Icinga 2 v2.8+ on all involved instances.

Now that you've successfully installed a Linux/Unix satellite/client instance, please proceed to
the [configuration modes](06-distributed-monitoring.md#distributed-monitoring-configuration-modes).



### Client Setup on Windows <a id="distributed-monitoring-setup-client-windows"></a>

Download the MSI-Installer package from [https://packages.icinga.com/windows/](https://packages.icinga.com/windows/).

Requirements:

* Windows Vista/Server 2008 or higher
* Versions older than Windows 10/Server 2016 require the [Universal C Runtime for Windows](https://support.microsoft.com/en-us/help/2999226/update-for-universal-c-runtime-in-windows)
* [Microsoft .NET Framework 2.0](https://www.microsoft.com/de-de/download/details.aspx?id=1639) for the setup wizard

The installer package includes the [NSClient++](https://www.nsclient.org/) package
so that Icinga 2 can use its built-in plugins. You can find more details in
[this chapter](06-distributed-monitoring.md#distributed-monitoring-windows-nscp).
The Windows package also installs native [monitoring plugin binaries](06-distributed-monitoring.md#distributed-monitoring-windows-plugins)
to get you started more easily.

> **Note**
>
> Please note that Icinga 2 was designed to run as light-weight client on Windows.
> There is no support for satellite instances.

#### Windows Client Setup Start <a id="distributed-monitoring-setup-client-windows-start"></a>

Run the MSI-Installer package and follow the instructions shown in the screenshots.

![Icinga 2 Windows Setup](images/distributed-monitoring/icinga2_windows_setup_installer_01.png)
![Icinga 2 Windows Setup](images/distributed-monitoring/icinga2_windows_setup_installer_02.png)
![Icinga 2 Windows Setup](images/distributed-monitoring/icinga2_windows_setup_installer_03.png)
![Icinga 2 Windows Setup](images/distributed-monitoring/icinga2_windows_setup_installer_04.png)
![Icinga 2 Windows Setup](images/distributed-monitoring/icinga2_windows_setup_installer_05.png)

The graphical installer offers to run the Icinga 2 setup wizard after the installation. Select
the check box to proceed.

> **Tip**
>
> You can also run the Icinga 2 setup wizard from the Start menu later.

On a fresh installation the setup wizard guides you through the initial configuration.
It also provides a mechanism to send a certificate request to the [CSR signing master](distributed-monitoring-setup-sign-certificates-master).

The following configuration details are required:

  Parameter           | Description
  --------------------|--------------------
  Instance name       | **Required.** By convention this should be the host's FQDN. Defaults to the FQDN.
  Setup ticket        | **Optional.** Paste the previously generated [ticket number](06-distributed-monitoring.md#distributed-monitoring-setup-csr-auto-signing). If left blank, the certificate request must be [signed on the master node](06-distributed-monitoring.md#distributed-monitoring-setup-on-demand-csr-signing).

Fill in the required information and click `Add` to add a new master connection.

![Icinga 2 Windows Setup](images/distributed-monitoring/icinga2_windows_setup_wizard_01.png)

Add the following details:

  Parameter                      | Description
  -------------------------------|-------------------------------
  Instance name                  | **Required.** The master/satellite endpoint name where this client is a direct child of.
  Master/Satellite endpoint host | **Required.** The master or satellite's IP address or FQDN. This information is included in the `Endpoint` object configuration in the `zones.conf` file.
  Master/Satellite endpoint port | **Optional.** The master or satellite's listening port. This information is included in the `Endpoint` object configuration.

![Icinga 2 Windows Setup](images/distributed-monitoring/icinga2_windows_setup_wizard_02.png)

When needed you can add an additional global zone (the zones `global-templates` and `director-global` are added by default):

![Icinga 2 Windows Setup](images/distributed-monitoring/icinga2_windows_setup_wizard_02_global_zone.png)

Optionally enable the following settings:

  Parameter                         | Description
  ----------------------------------|----------------------------------
  Accept config                     | **Optional.** Whether this node accepts configuration sync from the master node (required for [config sync mode](06-distributed-monitoring.md#distributed-monitoring-top-down-config-sync)). For [security reasons](06-distributed-monitoring.md#distributed-monitoring-security) this is disabled by default.
  Accept commands                   | **Optional.** Whether this node accepts command execution messages from the master node (required for [command endpoint mode](06-distributed-monitoring.md#distributed-monitoring-top-down-command-endpoint)). For [security reasons](06-distributed-monitoring.md#distributed-monitoring-security) this is disabled by default.
  Run Icinga 2 service as this user | **Optional.** Specify a different Windows user. This defaults to `NT AUTHORITY\Network Service` and is required for more privileged service checks.
  Install NSClient++                | **Optional.** The Windows installer bundles the NSClient++ installer for additional [plugin checks](06-distributed-monitoring.md#distributed-monitoring-windows-nscp).

![Icinga 2 Windows Setup](images/distributed-monitoring/icinga2_windows_setup_wizard_03.png)

Verify the certificate from the master/satellite instance where this node should connect to.

![Icinga 2 Windows Setup](images/distributed-monitoring/icinga2_windows_setup_wizard_04.png)


#### Bundled NSClient++ Setup <a id="distributed-monitoring-setup-client-windows-nsclient"></a>

If you have chosen to install/update the NSClient++ package, the Icinga 2 setup wizard asks
you to do so.

![Icinga 2 Windows Setup NSClient++](images/distributed-monitoring/icinga2_windows_setup_wizard_05_nsclient_01.png)

Choose the `Generic` setup.

![Icinga 2 Windows Setup NSClient++](images/distributed-monitoring/icinga2_windows_setup_wizard_05_nsclient_02.png)

Choose the `Custom` setup type.

![Icinga 2 Windows Setup NSClient++](images/distributed-monitoring/icinga2_windows_setup_wizard_05_nsclient_03.png)

NSClient++ does not install a sample configuration by default. Change this as shown in the screenshot.

![Icinga 2 Windows Setup NSClient++](images/distributed-monitoring/icinga2_windows_setup_wizard_05_nsclient_04.png)

Generate a secure password and enable the web server module. **Note**: The webserver module is
available starting with NSClient++ 0.5.0. Icinga 2 v2.6+ is required which includes this version.

![Icinga 2 Windows Setup NSClient++](images/distributed-monitoring/icinga2_windows_setup_wizard_05_nsclient_05.png)

Finish the installation.

![Icinga 2 Windows Setup NSClient++](images/distributed-monitoring/icinga2_windows_setup_wizard_05_nsclient_06.png)

Open a web browser and navigate to `https://localhost:8443`. Enter the password you've configured
during the setup. In case you lost it, look into the `C:\Program Files\NSClient++\nsclient.ini`
configuration file.

![Icinga 2 Windows Setup NSClient++](images/distributed-monitoring/icinga2_windows_setup_wizard_05_nsclient_07.png)

The NSClient++ REST API can be used to query metrics. [check_nscp_api](06-distributed-monitoring.md#distributed-monitoring-windows-nscp-check-api)
uses this transport method.


#### Finish Windows Client Setup <a id="distributed-monitoring-setup-client-windows-finish"></a>

Finish the Windows setup wizard.

![Icinga 2 Windows Setup](images/distributed-monitoring/icinga2_windows_setup_wizard_06_finish_with_ticket.png)

If you did not provide a setup ticket, you need to sign the certificate request on the master.
The setup wizards tells you to do so. The Icinga 2 service is running at this point already
and will automatically receive and update a signed client certificate.

> **Note**
>
> Ticket-less setups require at least Icinga 2 v2.8+ on all involved instances.


![Icinga 2 Windows Setup](images/distributed-monitoring/icinga2_windows_setup_wizard_06_finish_no_ticket.png)

Icinga 2 is automatically started as a Windows service.

![Icinga 2 Windows Setup](images/distributed-monitoring/icinga2_windows_running_service.png)

The Icinga 2 configuration is stored inside the `C:\ProgramData\icinga2` directory.
Click `Examine Config` in the setup wizard to open a new Explorer window.

![Icinga 2 Windows Setup](images/distributed-monitoring/icinga2_windows_setup_wizard_examine_config.png)

The configuration files can be modified with your favorite editor e.g. Notepad.

In order to use the [top down](06-distributed-monitoring.md#distributed-monitoring-top-down) client
configuration prepare the following steps.

Add a [global zone](06-distributed-monitoring.md#distributed-monitoring-global-zone-config-sync)
for syncing check commands later. Navigate to `C:\ProgramData\icinga2\etc\icinga2` and open
the `zones.conf` file in your preferred editor. Add the following lines if not existing already:

```
object Zone "global-templates" {
  global = true
}
```

> **Note:**
>
> Packages >= 2.8 provide this configuration by default.

You don't need any local configuration on the client except for
CheckCommand definitions which can be synced using the global zone
above. Therefore disable the inclusion of the `conf.d` directory
in the `icinga2.conf` file.
Navigate to `C:\ProgramData\icinga2\etc\icinga2` and open
the `icinga2.conf` file in your preferred editor. Remove or comment (`//`)
the following line:

```
// Commented out, not required on a client with top down mode
//include_recursive "conf.d"
```

> **Note**
>
> Packages >= 2.9 provide an option in the setup wizard to disable this.
> Defaults to disabled.

Validate the configuration on Windows open an administrator terminal
and run the following command:

```
C:\WINDOWS\system32>cd "C:\Program Files\ICINGA2\sbin"
C:\Program Files\ICINGA2\sbin>icinga2.exe daemon -C
```

**Note**: You have to run this command in a shell with `administrator` privileges.

Now you need to restart the Icinga 2 service. Run `services.msc` from the start menu
and restart the `icinga2` service. Alternatively, you can use the `net {start,stop}` CLI commands.

![Icinga 2 Windows Service Start/Stop](images/distributed-monitoring/icinga2_windows_cmd_admin_net_start_stop.png)

Now that you've successfully installed a Windows client, please proceed to
the [detailed configuration modes](06-distributed-monitoring.md#distributed-monitoring-configuration-modes).

> **Note**
>
> The certificate location changed in v2.8 to `%ProgramData%\var\lib\icinga2\certs`.
> Please read the [upgrading chapter](16-upgrading-icinga-2.md#upgrading-to-2-8-certificate-paths)
> for more details.

## Configuration Modes <a id="distributed-monitoring-configuration-modes"></a>

There are different ways to ensure that the Icinga 2 cluster nodes execute
checks, send notifications, etc.

The preferred method is to configure monitoring objects on the master
and distribute the configuration to satellites and clients.

The following chapters will explain this in detail with hands-on manual configuration
examples. You should test and implement this once to fully understand how it works.

Once you are familiar with Icinga 2 and distributed monitoring, you
can start with additional integrations to manage and deploy your
configuration:

* [Icinga Director](https://github.com/icinga/icingaweb2-module-director) provides a web interface to manage configuration and also allows to sync imported resources (CMDB, PuppetDB, etc.)
* [Ansible Roles](https://github.com/Icinga/icinga2-ansible)
* [Puppet Module](https://github.com/Icinga/puppet-icinga2)
* [Chef Cookbook](https://github.com/Icinga/chef-icinga2)

More details can be found [here](13-addons.md#configuration-tools).

### Top Down <a id="distributed-monitoring-top-down"></a>

There are two different behaviors with check execution:

* Send a command execution event remotely: The scheduler still runs on the parent node.
* Sync the host/service objects directly to the child node: Checks are executed locally.

Again, technically it does not matter whether this is a `client` or a `satellite`
which is receiving configuration or command execution events.

### Top Down Command Endpoint <a id="distributed-monitoring-top-down-command-endpoint"></a>

This mode will force the Icinga 2 node to execute commands remotely on a specified endpoint.
The host/service object configuration is located on the master/satellite and the client only
needs the CheckCommand object definitions being used there.

Every endpoint has its own remote check queue. The amount of checks executed simultaneously
can be limited on the endpoint with the `MaxConcurrentChecks` constant defined in [constants.conf](04-configuring-icinga-2.md#constants-conf). Icinga 2 may discard check requests,
if the remote check queue is full.

![Icinga 2 Distributed Top Down Command Endpoint](images/distributed-monitoring/icinga2_distributed_top_down_command_endpoint.png)

Advantages:

* No local checks need to be defined on the child node (client).
* Light-weight remote check execution (asynchronous events).
* No [replay log](06-distributed-monitoring.md#distributed-monitoring-advanced-hints-command-endpoint-log-duration) is necessary for the child node.
* Pin checks to specific endpoints (if the child zone consists of 2 endpoints).

Disadvantages:

* If the child node is not connected, no more checks are executed.
* Requires additional configuration attribute specified in host/service objects.
* Requires local `CheckCommand` object configuration. Best practice is to use a [global config zone](06-distributed-monitoring.md#distributed-monitoring-global-zone-config-sync).

To make sure that all nodes involved will accept configuration and/or
commands, you need to configure the `Zone` and `Endpoint` hierarchy
on all nodes.

* `icinga2-master1.localdomain` is the configuration master in this scenario.
* `icinga2-client1.localdomain` acts as client which receives command execution messages via command endpoint from the master. In addition, it receives the global check command configuration from the master.

Include the endpoint and zone configuration on **both** nodes in the file `/etc/icinga2/zones.conf`.

The endpoint configuration could look like this, for example:

    [root@icinga2-client1.localdomain /]# vim /etc/icinga2/zones.conf

    object Endpoint "icinga2-master1.localdomain" {
      host = "192.168.56.101"
    }

    object Endpoint "icinga2-client1.localdomain" {
      host = "192.168.56.111"
    }

Next, you need to define two zones. There is no naming convention, best practice is to either use `master`, `satellite`/`client-fqdn` or to choose region names for example `Europe`, `USA` and `Asia`, though.

**Note**: Each client requires its own zone and endpoint configuration. Best practice
is to use the client's FQDN for all object names.

The `master` zone is a parent of the `icinga2-client1.localdomain` zone:

    [root@icinga2-client1.localdomain /]# vim /etc/icinga2/zones.conf

    object Zone "master" {
      endpoints = [ "icinga2-master1.localdomain" ] //array with endpoint names
    }

    object Zone "icinga2-client1.localdomain" {
      endpoints = [ "icinga2-client1.localdomain" ]

      parent = "master" //establish zone hierarchy
    }

In addition, add a [global zone](06-distributed-monitoring.md#distributed-monitoring-global-zone-config-sync)
for syncing check commands later:

```
[root@icinga2-client1.localdomain /]# vim /etc/icinga2/zones.conf

object Zone "global-templates" {
  global = true
}
```

> **Note:**
>
> Packages >= 2.8 provide this configuration by default.

You don't need any local configuration on the client except for
CheckCommand definitions which can be synced using the global zone
above. Therefore disable the inclusion of the `conf.d` directory
in `/etc/icinga2/icinga2.conf`.

```
[root@icinga2-client1.localdomain /]# vim /etc/icinga2/icinga2.conf

// Commented out, not required on a client as command endpoint
//include_recursive "conf.d"
```

> **Note**
>
> Packages >= 2.9 provide an option in the setup wizard to disable this.
> Defaults to disabled.

Edit the `api` feature on the client `icinga2-client1.localdomain` in
the `/etc/icinga2/features-enabled/api.conf` file and make sure to set
`accept_commands` and `accept_config` to `true`:

    [root@icinga2-client1.localdomain /]# vim /etc/icinga2/features-enabled/api.conf

    object ApiListener "api" {
       //...
       accept_commands = true
       accept_config = true
    }

Now it is time to validate the configuration and to restart the Icinga 2 daemon
on both nodes.

Example on CentOS 7:

    [root@icinga2-client1.localdomain /]# icinga2 daemon -C
    [root@icinga2-client1.localdomain /]# systemctl restart icinga2

    [root@icinga2-master1.localdomain /]# icinga2 daemon -C
    [root@icinga2-master1.localdomain /]# systemctl restart icinga2

Once the clients have successfully connected, you are ready for the next step: **execute
a remote check on the client using the command endpoint**.

Include the host and service object configuration in the `master` zone
-- this will help adding a secondary master for high-availability later.

    [root@icinga2-master1.localdomain /]# mkdir -p /etc/icinga2/zones.d/master

Add the host and service objects you want to monitor. There is
no limitation for files and directories -- best practice is to
sort things by type.

By convention a master/satellite/client host object should use the same name as the endpoint object.
You can also add multiple hosts which execute checks against remote services/clients.

    [root@icinga2-master1.localdomain /]# cd /etc/icinga2/zones.d/master
    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/master]# vim hosts.conf

    object Host "icinga2-client1.localdomain" {
      check_command = "hostalive" //check is executed on the master
      address = "192.168.56.111"

      vars.client_endpoint = name //follows the convention that host name == endpoint name
    }

Given that you are monitoring a Linux client, we'll add a remote [disk](10-icinga-template-library.md#plugin-check-command-disk)
check.

    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/master]# vim services.conf

    apply Service "disk" {
      check_command = "disk"

      //specify where the check is executed
      command_endpoint = host.vars.client_endpoint

      assign where host.vars.client_endpoint
    }

If you have your own custom `CheckCommand` definition, add it to the global zone:

    [root@icinga2-master1.localdomain /]# mkdir -p /etc/icinga2/zones.d/global-templates
    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.d/global-templates/commands.conf

    object CheckCommand "my-cmd" {
      //...
    }

Save the changes and validate the configuration on the master node:

    [root@icinga2-master1.localdomain /]# icinga2 daemon -C

Restart the Icinga 2 daemon (example for CentOS 7):

    [root@icinga2-master1.localdomain /]# systemctl restart icinga2

The following steps will happen:

* Icinga 2 validates the configuration on `icinga2-master1.localdomain` and restarts.
* The `icinga2-master1.localdomain` node schedules and executes the checks.
* The `icinga2-client1.localdomain` node receives the execute command event with additional command parameters.
* The `icinga2-client1.localdomain` node maps the command parameters to the local check command, executes the check locally, and sends back the check result message.

As you can see, no interaction from your side is required on the client itself, and it's not necessary to reload the Icinga 2 service on the client.

You have learned the basics about command endpoint checks. Proceed with
the [scenarios](06-distributed-monitoring.md#distributed-monitoring-scenarios)
section where you can find detailed information on extending the setup.


### Top Down Config Sync <a id="distributed-monitoring-top-down-config-sync"></a>

This mode syncs the object configuration files within specified zones.
It comes in handy if you want to configure everything on the master node
and sync the satellite checks (disk, memory, etc.). The satellites run their
own local scheduler and will send the check result messages back to the master.

![Icinga 2 Distributed Top Down Config Sync](images/distributed-monitoring/icinga2_distributed_top_down_config_sync.png)

Advantages:

* Sync the configuration files from the parent zone to the child zones.
* No manual restart is required on the child nodes, as syncing, validation, and restarts happen automatically.
* Execute checks directly on the child node's scheduler.
* Replay log if the connection drops (important for keeping the check history in sync, e.g. for SLA reports).
* Use a global zone for syncing templates, groups, etc.

Disadvantages:

* Requires a config directory on the master node with the zone name underneath `/etc/icinga2/zones.d`.
* Additional zone and endpoint configuration needed.
* Replay log is replicated on reconnect after connection loss. This might increase the data transfer and create an overload on the connection.

To make sure that all involved nodes accept configuration and/or
commands, you need to configure the `Zone` and `Endpoint` hierarchy
on all nodes.

* `icinga2-master1.localdomain` is the configuration master in this scenario.
* `icinga2-client2.localdomain` acts as client which receives configuration from the master. Checks are scheduled locally.

Include the endpoint and zone configuration on **both** nodes in the file `/etc/icinga2/zones.conf`.

The endpoint configuration could look like this:

    [root@icinga2-client2.localdomain /]# vim /etc/icinga2/zones.conf

    object Endpoint "icinga2-master1.localdomain" {
      host = "192.168.56.101"
    }

    object Endpoint "icinga2-client2.localdomain" {
      host = "192.168.56.112"
    }

Next, you need to define two zones. There is no naming convention, best practice is to either use `master`, `satellite`/`client-fqdn` or to choose region names for example `Europe`, `USA` and `Asia`, though.

**Note**: Each client requires its own zone and endpoint configuration. Best practice
is to use the client's FQDN for all object names.

The `master` zone is a parent of the `icinga2-client2.localdomain` zone:

    [root@icinga2-client2.localdomain /]# vim /etc/icinga2/zones.conf

    object Zone "master" {
      endpoints = [ "icinga2-master1.localdomain" ] //array with endpoint names
    }

    object Zone "icinga2-client2.localdomain" {
      endpoints = [ "icinga2-client2.localdomain" ]

      parent = "master" //establish zone hierarchy
    }

Edit the `api` feature on the client `icinga2-client2.localdomain` in
the `/etc/icinga2/features-enabled/api.conf` file and set
`accept_config` to `true`.

    [root@icinga2-client2.localdomain /]# vim /etc/icinga2/features-enabled/api.conf

    object ApiListener "api" {
       //...
       accept_config = true
    }

Now it is time to validate the configuration and to restart the Icinga 2 daemon
on both nodes.

Example on CentOS 7:

    [root@icinga2-client2.localdomain /]# icinga2 daemon -C
    [root@icinga2-client2.localdomain /]# systemctl restart icinga2

    [root@icinga2-master1.localdomain /]# icinga2 daemon -C
    [root@icinga2-master1.localdomain /]# systemctl restart icinga2


**Tip**: Best practice is to use a [global zone](06-distributed-monitoring.md#distributed-monitoring-global-zone-config-sync)
for common configuration items (check commands, templates, groups, etc.).

Once the clients have connected successfully, it's time for the next step: **execute
a local check on the client using the configuration sync**.

Navigate to `/etc/icinga2/zones.d` on your master node
`icinga2-master1.localdomain` and create a new directory with the same
name as your satellite/client zone name:

    [root@icinga2-master1.localdomain /]# mkdir -p /etc/icinga2/zones.d/icinga2-client2.localdomain

Add the host and service objects you want to monitor. There is
no limitation for files and directories -- best practice is to
sort things by type.

By convention a master/satellite/client host object should use the same name as the endpoint object.
You can also add multiple hosts which execute checks against remote services/clients.

    [root@icinga2-master1.localdomain /]# cd /etc/icinga2/zones.d/icinga2-client2.localdomain
    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/icinga2-client2.localdomain]# vim hosts.conf

    object Host "icinga2-client2.localdomain" {
      check_command = "hostalive"
      address = "192.168.56.112"
      zone = "master" //optional trick: sync the required host object to the client, but enforce the "master" zone to execute the check
    }

Given that you are monitoring a Linux client we'll just add a local [disk](10-icinga-template-library.md#plugin-check-command-disk)
check.

    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/icinga2-client2.localdomain]# vim services.conf

    object Service "disk" {
      host_name = "icinga2-client2.localdomain"

      check_command = "disk"
    }

Save the changes and validate the configuration on the master node:

    [root@icinga2-master1.localdomain /]# icinga2 daemon -C

Restart the Icinga 2 daemon (example for CentOS 7):

    [root@icinga2-master1.localdomain /]# systemctl restart icinga2

The following steps will happen:

* Icinga 2 validates the configuration on `icinga2-master1.localdomain`.
* Icinga 2 copies the configuration into its zone config store in `/var/lib/icinga2/api/zones`.
* The `icinga2-master1.localdomain` node sends a config update event to all endpoints in the same or direct child zones.
* The `icinga2-client2.localdomain` node accepts config and populates the local zone config store with the received config files.
* The `icinga2-client2.localdomain` node validates the configuration and automatically restarts.

Again, there is no interaction required on the client
itself.

You can also use the config sync inside a high-availability zone to
ensure that all config objects are synced among zone members.

**Note**: You can only have one so-called "config master" in a zone which stores
the configuration in the `zones.d` directory.
Multiple nodes with configuration files in the `zones.d` directory are
**not supported**.

Now that you've learned the basics about the configuration sync, proceed with
the [scenarios](06-distributed-monitoring.md#distributed-monitoring-scenarios)
section where you can find detailed information on extending the setup.



If you are eager to start fresh instead you might take a look into the
[Icinga Director](https://github.com/icinga/icingaweb2-module-director).

## Scenarios <a id="distributed-monitoring-scenarios"></a>

The following examples should give you an idea on how to build your own
distributed monitoring environment. We've seen them all in production
environments and received feedback from our [community](https://www.icinga.com/community/get-involved/)
and [partner support](https://www.icinga.com/services/support/) channels:

* Single master with clients.
* HA master with clients as command endpoint.
* Three level cluster with config HA masters, satellites receiving config sync, and clients checked using command endpoint.

### Master with Clients <a id="distributed-monitoring-master-clients"></a>

![Icinga 2 Distributed Master with Clients](images/distributed-monitoring/icinga2_distributed_scenarios_master_clients.png)

* `icinga2-master1.localdomain` is the primary master node.
* `icinga2-client1.localdomain` and `icinga2-client2.localdomain` are two child nodes as clients.

Setup requirements:

* Set up `icinga2-master1.localdomain` as [master](06-distributed-monitoring.md#distributed-monitoring-setup-master).
* Set up `icinga2-client1.localdomain` and `icinga2-client2.localdomain` as [client](06-distributed-monitoring.md#distributed-monitoring-setup-satellite-client).

Edit the `zones.conf` configuration file on the master:

    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.conf

    object Endpoint "icinga2-master1.localdomain" {
    }

    object Endpoint "icinga2-client1.localdomain" {
      host = "192.168.56.111" //the master actively tries to connect to the client
    }

    object Endpoint "icinga2-client2.localdomain" {
      host = "192.168.56.112" //the master actively tries to connect to the client
    }

    object Zone "master" {
      endpoints = [ "icinga2-master1.localdomain" ]
    }

    object Zone "icinga2-client1.localdomain" {
      endpoints = [ "icinga2-client1.localdomain" ]

      parent = "master"
    }

    object Zone "icinga2-client2.localdomain" {
      endpoints = [ "icinga2-client2.localdomain" ]

      parent = "master"
    }

    /* sync global commands */
    object Zone "global-templates" {
      global = true
    }

The two client nodes do not necessarily need to know about each other. The only important thing
is that they know about the parent zone and their endpoint members (and optionally the global zone).

If you specify the `host` attribute in the `icinga2-master1.localdomain` endpoint object,
the client will actively try to connect to the master node. Since we've specified the client
endpoint's attribute on the master node already, we don't want the clients to connect to the
master. **Choose one [connection direction](06-distributed-monitoring.md#distributed-monitoring-advanced-hints-connection-direction).**

    [root@icinga2-client1.localdomain /]# vim /etc/icinga2/zones.conf

    object Endpoint "icinga2-master1.localdomain" {
      //do not actively connect to the master by leaving out the 'host' attribute
    }

    object Endpoint "icinga2-client1.localdomain" {
    }

    object Zone "master" {
      endpoints = [ "icinga2-master1.localdomain" ]
    }

    object Zone "icinga2-client1.localdomain" {
      endpoints = [ "icinga2-client1.localdomain" ]

      parent = "master"
    }

    /* sync global commands */
    object Zone "global-templates" {
      global = true
    }

    [root@icinga2-client2.localdomain /]# vim /etc/icinga2/zones.conf

    object Endpoint "icinga2-master1.localdomain" {
      //do not actively connect to the master by leaving out the 'host' attribute
    }

    object Endpoint "icinga2-client2.localdomain" {
    }

    object Zone "master" {
      endpoints = [ "icinga2-master1.localdomain" ]
    }

    object Zone "icinga2-client2.localdomain" {
      endpoints = [ "icinga2-client2.localdomain" ]

      parent = "master"
    }

    /* sync global commands */
    object Zone "global-templates" {
      global = true
    }

Now it is time to define the two client hosts and apply service checks using
the command endpoint execution method on them. Note: You can also use the
config sync mode here.

Create a new configuration directory on the master node:

    [root@icinga2-master1.localdomain /]# mkdir -p /etc/icinga2/zones.d/master

Add the two client nodes as host objects:

    [root@icinga2-master1.localdomain /]# cd /etc/icinga2/zones.d/master
    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/master]# vim hosts.conf

    object Host "icinga2-client1.localdomain" {
      check_command = "hostalive"
      address = "192.168.56.111"
      vars.client_endpoint = name //follows the convention that host name == endpoint name
    }

    object Host "icinga2-client2.localdomain" {
      check_command = "hostalive"
      address = "192.168.56.112"
      vars.client_endpoint = name //follows the convention that host name == endpoint name
    }

Add services using command endpoint checks:

    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/master]# vim services.conf

    apply Service "ping4" {
      check_command = "ping4"
      //check is executed on the master node
      assign where host.address
    }

    apply Service "disk" {
      check_command = "disk"

      //specify where the check is executed
      command_endpoint = host.vars.client_endpoint

      assign where host.vars.client_endpoint
    }

Validate the configuration and restart Icinga 2 on the master node `icinga2-master1.localdomain`.

    [root@icinga2-master1.localdomain /]# icinga2 daemon -C
    [root@icinga2-master1.localdomain /]# systemctl restart icinga2

Open Icinga Web 2 and check the two newly created client hosts with two new services
-- one executed locally (`ping4`) and one using command endpoint (`disk`).

### High-Availability Master with Clients <a id="distributed-monitoring-scenarios-ha-master-clients"></a>

![Icinga 2 Distributed High Availability Master with Clients](images/distributed-monitoring/icinga2_distributed_scenarios_ha_master_clients.png)

This scenario is similar to the one in the [previous section](06-distributed-monitoring.md#distributed-monitoring-master-clients). The only difference is that we will now set up two master nodes in a high-availability setup.
These nodes must be configured as zone and endpoints objects.

The setup uses the capabilities of the Icinga 2 cluster. All zone members
replicate cluster events amongst each other. In addition to that, several Icinga 2
features can enable HA functionality.

**Note**: All nodes in the same zone require that you enable the same features for high-availability (HA).

Overview:

* `icinga2-master1.localdomain` is the config master master node.
* `icinga2-master2.localdomain` is the secondary master master node without config in `zones.d`.
* `icinga2-client1.localdomain` and `icinga2-client2.localdomain` are two child nodes as clients.

Setup requirements:

* Set up `icinga2-master1.localdomain` as [master](06-distributed-monitoring.md#distributed-monitoring-setup-master).
* Set up `icinga2-master2.localdomain` as [client](06-distributed-monitoring.md#distributed-monitoring-setup-satellite-client) (we will modify the generated configuration).
* Set up `icinga2-client1.localdomain` and `icinga2-client2.localdomain` as [clients](06-distributed-monitoring.md#distributed-monitoring-setup-satellite-client) (when asked for adding multiple masters, set to `y` and add the secondary master `icinga2-master2.localdomain`).

In case you don't want to use the CLI commands, you can also manually create and sync the
required SSL certificates. We will modify and discuss all the details of the automatically generated configuration here.

Since there are now two nodes in the same zone, we must consider the
[high-availability features](06-distributed-monitoring.md#distributed-monitoring-high-availability-features).

* Checks and notifications are balanced between the two master nodes. That's fine, but it requires check plugins and notification scripts to exist on both nodes.
* The IDO feature will only be active on one node by default. Since all events are replicated between both nodes, it is easier to just have one central database.

One possibility is to use a dedicated MySQL cluster VIP (external application cluster)
and leave the IDO feature with enabled HA capabilities. Alternatively,
you can disable the HA feature and write to a local database on each node.
Both methods require that you configure Icinga Web 2 accordingly (monitoring
backend, IDO database, used transports, etc.).

The zone hierarchy could look like this. It involves putting the two master nodes
`icinga2-master1.localdomain` and `icinga2-master2.localdomain` into the `master` zone.

    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.conf

    object Endpoint "icinga2-master1.localdomain" {
      host = "192.168.56.101"
    }

    object Endpoint "icinga2-master2.localdomain" {
      host = "192.168.56.102"
    }

    object Endpoint "icinga2-client1.localdomain" {
      host = "192.168.56.111" //the master actively tries to connect to the client
    }

    object Endpoint "icinga2-client2.localdomain" {
      host = "192.168.56.112" //the master actively tries to connect to the client
    }

    object Zone "master" {
      endpoints = [ "icinga2-master1.localdomain", "icinga2-master2.localdomain" ]
    }

    object Zone "icinga2-client1.localdomain" {
      endpoints = [ "icinga2-client1.localdomain" ]

      parent = "master"
    }

    object Zone "icinga2-client2.localdomain" {
      endpoints = [ "icinga2-client2.localdomain" ]

      parent = "master"
    }

    /* sync global commands */
    object Zone "global-templates" {
      global = true
    }

The two client nodes do not necessarily need to know about each other. The only important thing
is that they know about the parent zone and their endpoint members (and optionally about the global zone).

If you specify the `host` attribute in the `icinga2-master1.localdomain` and `icinga2-master2.localdomain`
endpoint objects, the client will actively try to connect to the master node. Since we've specified the client
endpoint's attribute on the master node already, we don't want the clients to connect to the
master nodes. **Choose one [connection direction](06-distributed-monitoring.md#distributed-monitoring-advanced-hints-connection-direction).**

    [root@icinga2-client1.localdomain /]# vim /etc/icinga2/zones.conf

    object Endpoint "icinga2-master1.localdomain" {
      //do not actively connect to the master by leaving out the 'host' attribute
    }

    object Endpoint "icinga2-master2.localdomain" {
      //do not actively connect to the master by leaving out the 'host' attribute
    }

    object Endpoint "icinga2-client1.localdomain" {
    }

    object Zone "master" {
      endpoints = [ "icinga2-master1.localdomain", "icinga2-master2.localdomain" ]
    }

    object Zone "icinga2-client1.localdomain" {
      endpoints = [ "icinga2-client1.localdomain" ]

      parent = "master"
    }

    /* sync global commands */
    object Zone "global-templates" {
      global = true
    }

    [root@icinga2-client2.localdomain /]# vim /etc/icinga2/zones.conf

    object Endpoint "icinga2-master1.localdomain" {
      //do not actively connect to the master by leaving out the 'host' attribute
    }

    object Endpoint "icinga2-master2.localdomain" {
      //do not actively connect to the master by leaving out the 'host' attribute
    }

    object Endpoint "icinga2-client2.localdomain" {
    }

    object Zone "master" {
      endpoints = [ "icinga2-master1.localdomain", "icinga2-master2.localdomain" ]
    }

    object Zone "icinga2-client2.localdomain" {
      endpoints = [ "icinga2-client2.localdomain" ]

      parent = "master"
    }

    /* sync global commands */
    object Zone "global-templates" {
      global = true
    }

Now it is time to define the two client hosts and apply service checks using
the command endpoint execution method. Note: You can also use the
config sync mode here.

Create a new configuration directory on the master node `icinga2-master1.localdomain`.
**Note**: The secondary master node `icinga2-master2.localdomain` receives the
configuration using the [config sync mode](06-distributed-monitoring.md#distributed-monitoring-top-down-config-sync).

    [root@icinga2-master1.localdomain /]# mkdir -p /etc/icinga2/zones.d/master

Add the two client nodes as host objects:

    [root@icinga2-master1.localdomain /]# cd /etc/icinga2/zones.d/master
    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/master]# vim hosts.conf

    object Host "icinga2-client1.localdomain" {
      check_command = "hostalive"
      address = "192.168.56.111"
      vars.client_endpoint = name //follows the convention that host name == endpoint name
    }

    object Host "icinga2-client2.localdomain" {
      check_command = "hostalive"
      address = "192.168.56.112"
      vars.client_endpoint = name //follows the convention that host name == endpoint name
    }

Add services using command endpoint checks:

    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/master]# vim services.conf

    apply Service "ping4" {
      check_command = "ping4"
      //check is executed on the master node
      assign where host.address
    }

    apply Service "disk" {
      check_command = "disk"

      //specify where the check is executed
      command_endpoint = host.vars.client_endpoint

      assign where host.vars.client_endpoint
    }

Validate the configuration and restart Icinga 2 on the master node `icinga2-master1.localdomain`.

    [root@icinga2-master1.localdomain /]# icinga2 daemon -C
    [root@icinga2-master1.localdomain /]# systemctl restart icinga2

Open Icinga Web 2 and check the two newly created client hosts with two new services
-- one executed locally (`ping4`) and one using command endpoint (`disk`).

**Tip**: It's a good idea to add [health checks](06-distributed-monitoring.md#distributed-monitoring-health-checks)
to make sure that your cluster notifies you in case of failure.


### Three Levels with Master, Satellites, and Clients <a id="distributed-monitoring-scenarios-master-satellite-client"></a>

![Icinga 2 Distributed Master and Satellites with Clients](images/distributed-monitoring/icinga2_distributed_scenarios_master_satellite_client.png)

This scenario combines everything you've learned so far: High-availability masters,
satellites receiving their configuration from the master zone, and clients checked via command
endpoint from the satellite zones.

**Tip**: It can get complicated, so grab a pen and paper and bring your thoughts to life.
Play around with a test setup before using it in a production environment!

Overview:

* `icinga2-master1.localdomain` is the configuration master master node.
* `icinga2-master2.localdomain` is the secondary master master node without configuration in `zones.d`.
* `icinga2-satellite1.localdomain` and `icinga2-satellite2.localdomain` are satellite nodes in a `master` child zone.
* `icinga2-client1.localdomain` and `icinga2-client2.localdomain` are two child nodes as clients.

Setup requirements:

* Set up `icinga2-master1.localdomain` as [master](06-distributed-monitoring.md#distributed-monitoring-setup-master).
* Set up `icinga2-master2.localdomain`, `icinga2-satellite1.localdomain` and `icinga2-satellite2.localdomain` as [clients](06-distributed-monitoring.md#distributed-monitoring-setup-satellite-client) (we will modify the generated configuration).
* Set up `icinga2-client1.localdomain` and `icinga2-client2.localdomain` as [clients](06-distributed-monitoring.md#distributed-monitoring-setup-satellite-client).

When being asked for the master endpoint providing CSR auto-signing capabilities,
please add the master node which holds the CA and has the `ApiListener` feature configured and enabled.
The parent endpoint must still remain the satellite endpoint name.

Example for `icinga2-client1.localdomain`:

    Please specify the master endpoint(s) this node should connect to:

Master is the first satellite `icinga2-satellite1.localdomain`:

    Master Common Name (CN from your master setup): icinga2-satellite1.localdomain
    Do you want to establish a connection to the master from this node? [Y/n]: y
    Please fill out the master connection information:
    Master endpoint host (Your master's IP address or FQDN): 192.168.56.105
    Master endpoint port [5665]:

Add the second satellite `icinga2-satellite2.localdomain` as master:

    Add more master endpoints? [y/N]: y
    Master Common Name (CN from your master setup): icinga2-satellite2.localdomain
    Do you want to establish a connection to the master from this node? [Y/n]: y
    Please fill out the master connection information:
    Master endpoint host (Your master's IP address or FQDN): 192.168.56.106
    Master endpoint port [5665]:
    Add more master endpoints? [y/N]: n

Specify the master node `icinga2-master2.localdomain` with the CA private key and ticket salt:

    Please specify the master connection for CSR auto-signing (defaults to master endpoint host):
    Host [192.168.56.106]: icinga2-master1.localdomain
    Port [5665]:

In case you cannot connect to the master node from your clients, you'll manually need
to [generate the SSL certificates](06-distributed-monitoring.md#distributed-monitoring-advanced-hints-certificates-manual)
and modify the configuration accordingly.

We'll discuss the details of the required configuration below.

The zone hierarchy can look like this. We'll define only the directly connected zones here.

You can safely deploy this configuration onto all master and satellite zone
members. You should keep in mind to control the endpoint [connection direction](06-distributed-monitoring.md#distributed-monitoring-advanced-hints-connection-direction)
using the `host` attribute.

    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.conf

    object Endpoint "icinga2-master1.localdomain" {
      host = "192.168.56.101"
    }

    object Endpoint "icinga2-master2.localdomain" {
      host = "192.168.56.102"
    }

    object Endpoint "icinga2-satellite1.localdomain" {
      host = "192.168.56.105"
    }

    object Endpoint "icinga2-satellite2.localdomain" {
      host = "192.168.56.106"
    }

    object Zone "master" {
      endpoints = [ "icinga2-master1.localdomain", "icinga2-master2.localdomain" ]
    }

    object Zone "satellite" {
      endpoints = [ "icinga2-satellite1.localdomain", "icinga2-satellite2.localdomain" ]

      parent = "master"
    }

    /* sync global commands */
    object Zone "global-templates" {
      global = true
    }

Repeat the configuration step for `icinga2-master2.localdomain`, `icinga2-satellite1.localdomain`
and `icinga2-satellite2.localdomain`.

Since we want to use [top down command endpoint](06-distributed-monitoring.md#distributed-monitoring-top-down-command-endpoint) checks,
we must configure the client endpoint and zone objects.
In order to minimize the effort, we'll sync the client zone and endpoint configuration to the
satellites where the connection information is needed as well.

    [root@icinga2-master1.localdomain /]# mkdir -p /etc/icinga2/zones.d/{master,satellite,global-templates}
    [root@icinga2-master1.localdomain /]# cd /etc/icinga2/zones.d/satellite

    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/satellite]# vim icinga2-client1.localdomain.conf

    object Endpoint "icinga2-client1.localdomain" {
      host = "192.168.56.111" //the satellite actively tries to connect to the client
    }

    object Zone "icinga2-client1.localdomain" {
      endpoints = [ "icinga2-client1.localdomain" ]

      parent = "satellite"
    }

    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/satellite]# vim icinga2-client2.localdomain.conf

    object Endpoint "icinga2-client2.localdomain" {
      host = "192.168.56.112" //the satellite actively tries to connect to the client
    }

    object Zone "icinga2-client2.localdomain" {
      endpoints = [ "icinga2-client2.localdomain" ]

      parent = "satellite"
    }

The two client nodes do not necessarily need to know about each other, either. The only important thing
is that they know about the parent zone (the satellite) and their endpoint members (and optionally the global zone).

If you specify the `host` attribute in the `icinga2-satellite1.localdomain` and `icinga2-satellite2.localdomain`
endpoint objects, the client node will actively try to connect to the satellite node. Since we've specified the client
endpoint's attribute on the satellite node already, we don't want the client node to connect to the
satellite nodes. **Choose one [connection direction](06-distributed-monitoring.md#distributed-monitoring-advanced-hints-connection-direction).**

Example for `icinga2-client1.localdomain`:

    [root@icinga2-client1.localdomain /]# vim /etc/icinga2/zones.conf

    object Endpoint "icinga2-satellite1.localdomain" {
      //do not actively connect to the satellite by leaving out the 'host' attribute
    }

    object Endpoint "icinga2-satellite2.localdomain" {
      //do not actively connect to the satellite by leaving out the 'host' attribute
    }

    object Endpoint "icinga2-client1.localdomain" {
      //that's us
    }

    object Zone "satellite" {
      endpoints = [ "icinga2-satellite1.localdomain", "icinga2-satellite2.localdomain" ]
    }

    object Zone "icinga2-client1.localdomain" {
      endpoints = [ "icinga2-client1.localdomain" ]

      parent = "satellite"
    }

    /* sync global commands */
    object Zone "global-templates" {
      global = true
    }

Example for `icinga2-client2.localdomain`:

    [root@icinga2-client2.localdomain /]# vim /etc/icinga2/zones.conf

    object Endpoint "icinga2-satellite1.localdomain" {
      //do not actively connect to the satellite by leaving out the 'host' attribute
    }

    object Endpoint "icinga2-satellite2.localdomain" {
      //do not actively connect to the satellite by leaving out the 'host' attribute
    }

    object Endpoint "icinga2-client2.localdomain" {
      //that's us
    }

    object Zone "satellite" {
      endpoints = [ "icinga2-satellite1.localdomain", "icinga2-satellite2.localdomain" ]
    }

    object Zone "icinga2-client2.localdomain" {
      endpoints = [ "icinga2-client2.localdomain" ]

      parent = "satellite"
    }

    /* sync global commands */
    object Zone "global-templates" {
      global = true
    }

Now it is time to define the two client hosts on the master, sync them to the satellites
and apply service checks using the command endpoint execution method to them.
Add the two client nodes as host objects to the `satellite` zone.

We've already created the directories in `/etc/icinga2/zones.d` including the files for the
zone and endpoint configuration for the clients.

    [root@icinga2-master1.localdomain /]# cd /etc/icinga2/zones.d/satellite

Add the host object configuration for the `icinga2-client1.localdomain` client. You should
have created the configuration file in the previous steps and it should contain the endpoint
and zone object configuration already.

    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/satellite]# vim icinga2-client1.localdomain.conf

    object Host "icinga2-client1.localdomain" {
      check_command = "hostalive"
      address = "192.168.56.111"
      vars.client_endpoint = name //follows the convention that host name == endpoint name
    }

Add the host object configuration for the `icinga2-client2.localdomain` client configuration file:

    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/satellite]# vim icinga2-client2.localdomain.conf

    object Host "icinga2-client2.localdomain" {
      check_command = "hostalive"
      address = "192.168.56.112"
      vars.client_endpoint = name //follows the convention that host name == endpoint name
    }

Add a service object which is executed on the satellite nodes (e.g. `ping4`). Pin the apply rule to the `satellite` zone only.

    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/satellite]# vim services.conf

    apply Service "ping4" {
      check_command = "ping4"
      //check is executed on the satellite node
      assign where host.zone == "satellite" && host.address
    }

Add services using command endpoint checks. Pin the apply rules to the `satellite` zone only.

    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/satellite]# vim services.conf

    apply Service "disk" {
      check_command = "disk"

      //specify where the check is executed
      command_endpoint = host.vars.client_endpoint

      assign where host.zone == "satellite" && host.vars.client_endpoint
    }

Validate the configuration and restart Icinga 2 on the master node `icinga2-master1.localdomain`.

    [root@icinga2-master1.localdomain /]# icinga2 daemon -C
    [root@icinga2-master1.localdomain /]# systemctl restart icinga2

Open Icinga Web 2 and check the two newly created client hosts with two new services
-- one executed locally (`ping4`) and one using command endpoint (`disk`).

**Tip**: It's a good idea to add [health checks](06-distributed-monitoring.md#distributed-monitoring-health-checks)
to make sure that your cluster notifies you in case of failure.

## Best Practice <a id="distributed-monitoring-best-practice"></a>

We've put together a collection of configuration examples from community feedback.
If you like to share your tips and tricks with us, please join the [community channels](https://www.icinga.com/community/get-involved/)!

### Global Zone for Config Sync <a id="distributed-monitoring-global-zone-config-sync"></a>

Global zones can be used to sync generic configuration objects
to all nodes depending on them. Common examples are:

* Templates which are imported into zone specific objects.
* Command objects referenced by Host, Service, Notification objects.
* Apply rules for services, notifications and dependencies.
* User objects referenced in notifications.
* Group objects.
* TimePeriod objects.

Plugin scripts and binaries cannot be synced, this is for Icinga 2
configuration files only. Use your preferred package repository
and/or configuration management tool (Puppet, Ansible, Chef, etc.)
for that.

**Note**: Checkable objects (hosts and services) cannot be put into a global
zone. The configuration validation will terminate with an error.

The zone object configuration must be deployed on all nodes which should receive
the global configuration files:

    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.conf

    object Zone "global-templates" {
      global = true
    }

Note: Packages >= 2.8 provide this configuration by default.

Similar to the zone configuration sync you'll need to create a new directory in
`/etc/icinga2/zones.d`:

    [root@icinga2-master1.localdomain /]# mkdir -p /etc/icinga2/zones.d/global-templates

Next, add a new check command, for example:

    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.d/global-templates/commands.conf

    object CheckCommand "my-cmd" {
      //...
    }

Restart the client(s) which should receive the global zone before
before restarting the parent master/satellite nodes.

Then validate the configuration on the master node and restart Icinga 2.

**Tip**: You can copy the example configuration files located in `/etc/icinga2/conf.d`
into your global zone.

Example:

    [root@icinga2-master1.localdomain /]# cd /etc/icinga2/conf.d
    [root@icinga2-master1.localdomain /etc/icinga2/conf.d]# cp {commands,groups,notifications,services,templates,timeperiods,users}.conf /etc/icinga2/zones.d/global-templates

### Health Checks <a id="distributed-monitoring-health-checks"></a>

In case of network failures or other problems, your monitoring might
either have late check results or just send out mass alarms for unknown
checks.

In order to minimize the problems caused by this, you should configure
additional health checks.

The `cluster` check, for example, will check if all endpoints in the current zone and the directly
connected zones are working properly:

    [root@icinga2-master1.localdomain /]# mkdir -p /etc/icinga2/zones.d/master
    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.d/master/icinga2-master1.localdomain.conf

    object Host "icinga2-master1.localdomain" {
      check_command = "hostalive"
      address = "192.168.56.101"
    }

    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.d/master/cluster.conf

    object Service "cluster" {
      check_command = "cluster"
      check_interval = 5s
      retry_interval = 1s

      host_name = "icinga2-master1.localdomain"
    }

The `cluster-zone` check will test whether the configured target zone is currently
connected or not. This example adds a health check for the [ha master with clients scenario](06-distributed-monitoring.md#distributed-monitoring-scenarios-ha-master-clients).

    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.d/master/services.conf

    apply Service "cluster-health" {
      check_command = "cluster-zone"

      display_name = "cluster-health-" + host.name

      /* This follows the convention that the client zone name is the FQDN which is the same as the host object name. */
      vars.cluster_zone = host.name

      assign where host.vars.client_endpoint
    }

In case you cannot assign the `cluster_zone` attribute, add specific
checks to your cluster:

    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.d/master/cluster.conf

    object Service "cluster-zone-satellite" {
      check_command = "cluster-zone"
      check_interval = 5s
      retry_interval = 1s
      vars.cluster_zone = "satellite"

      host_name = "icinga2-master1.localdomain"
    }


If you are using top down checks with command endpoint configuration, you can
add a dependency which prevents notifications for all other failing services:

    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.d/master/dependencies.conf

    apply Dependency "health-check" to Service {
      parent_service_name = "child-health"

      states = [ OK ]
      disable_notifications = true

      assign where host.vars.client_endpoint
      ignore where service.name == "child-health"
    }

### Pin Checks in a Zone <a id="distributed-monitoring-pin-checks-zone"></a>

In case you want to pin specific checks to their endpoints in a given zone you'll need to use
the `command_endpoint` attribute. This is reasonable if you want to
execute a local disk check in the `master` Zone on a specific endpoint then.

    [root@icinga2-master1.localdomain /]# mkdir -p /etc/icinga2/zones.d/master
    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.d/master/icinga2-master1.localdomain.conf

    object Host "icinga2-master1.localdomain" {
      check_command = "hostalive"
      address = "192.168.56.101"
    }

    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.d/master/services.conf

    apply Service "disk" {
      check_command = "disk"

      command_endpoint = host.name //requires a host object matching the endpoint object name e.g. icinga2-master1.localdomain

      assign where host.zone == "master" && match("icinga2-master*", host.name)
    }

The `host.zone` attribute check inside the expression ensures that
the service object is only created for host objects inside the `master`
zone. In addition to that the [match](18-library-reference.md#global-functions-match)
function ensures to only create services for the master nodes.

### Windows Firewall <a id="distributed-monitoring-windows-firewall"></a>

#### ICMP Requests <a id="distributed-monitoring-windows-firewall-icmp"></a>

By default ICMP requests are disabled in the Windows firewall. You can
change that by [adding a new rule](https://support.microsoft.com/en-us/kb/947709).

    C:\WINDOWS\system32>netsh advfirewall firewall add rule name="ICMP Allow incoming V4 echo request" protocol=icmpv4:8,any dir=in action=allow

#### Icinga 2 <a id="distributed-monitoring-windows-firewall-icinga2"></a>

If your master/satellite nodes should actively connect to the Windows client
you'll also need to ensure that port `5665` is enabled.

    C:\WINDOWS\system32>netsh advfirewall firewall add rule name="Open port 5665 (Icinga 2)" dir=in action=allow protocol=TCP localport=5665

#### NSClient++ API <a id="distributed-monitoring-windows-firewall-nsclient-api"></a>

If the [check_nscp_api](06-distributed-monitoring.md#distributed-monitoring-windows-nscp-check-api)
plugin is used to query NSClient++, you need to ensure that its port is enabled.

    C:\WINDOWS\system32>netsh advfirewall firewall add rule name="Open port 8443 (NSClient++ API)" dir=in action=allow protocol=TCP localport=8443

For security reasons, it is advised to enable the NSClient++ HTTP API for local
connection from the Icinga 2 client only. Remote connections to the HTTP API
are not recommended with using the legacy HTTP API.

### Windows Client and Plugins <a id="distributed-monitoring-windows-plugins"></a>

The Icinga 2 package on Windows already provides several plugins.
Detailed [documentation](10-icinga-template-library.md#windows-plugins) is available for all check command definitions.

Add the following `include` statement on all your nodes (master, satellite, client):

    vim /etc/icinga2/icinga2.conf

    include <windows-plugins>

Based on the [master with clients](06-distributed-monitoring.md#distributed-monitoring-master-clients)
scenario we'll now add a local disk check.

First, add the client node as host object:

    [root@icinga2-master1.localdomain /]# cd /etc/icinga2/zones.d/master
    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/master]# vim hosts.conf

    object Host "icinga2-client2.localdomain" {
      check_command = "hostalive"
      address = "192.168.56.112"
      vars.client_endpoint = name //follows the convention that host name == endpoint name
      vars.os_type = "windows"
    }

Next, add the disk check using command endpoint checks (details in the
[disk-windows](10-icinga-template-library.md#windows-plugins-disk-windows) documentation):

    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/master]# vim services.conf

    apply Service "disk C:" {
      check_command = "disk-windows"

      vars.disk_win_path = "C:"

      //specify where the check is executed
      command_endpoint = host.vars.client_endpoint

      assign where host.vars.os_type == "windows" && host.vars.client_endpoint
    }

Validate the configuration and restart Icinga 2.

    [root@icinga2-master1.localdomain /]# icinga2 daemon -C
    [root@icinga2-master1.localdomain /]# systemctl restart icinga2

Open Icinga Web 2 and check your newly added Windows disk check :)

![Icinga 2 Client Windows](images/distributed-monitoring/icinga2_distributed_windows_client_disk_icingaweb2.png)

If you want to add your own plugins please check [this chapter](05-service-monitoring.md#service-monitoring-requirements)
for the requirements.

### Windows Client and NSClient++ <a id="distributed-monitoring-windows-nscp"></a>

There are two methods available for querying NSClient++:

* Query the [HTTP API](06-distributed-monitoring.md#distributed-monitoring-windows-nscp-check-api) locally from an Icinga 2 client (requires a running NSClient++ service)
* Run a [local CLI check](06-distributed-monitoring.md#distributed-monitoring-windows-nscp-check-local) (does not require NSClient++ as a service)

Both methods have their advantages and disadvantages. One thing to
note: If you rely on performance counter delta calculations such as
CPU utilization, please use the HTTP API instead of the CLI sample call.

#### NSCLient++ with check_nscp_api <a id="distributed-monitoring-windows-nscp-check-api"></a>

The [Windows setup](06-distributed-monitoring.md#distributed-monitoring-setup-client-windows) already allows
you to install the NSClient++ package. In addition to the Windows plugins you can
use the [nscp_api command](10-icinga-template-library.md#nscp-check-api) provided by the Icinga Template Library (ITL).

The initial setup for the NSClient++ API and the required arguments
is the described in the ITL chapter for the [nscp_api](10-icinga-template-library.md#nscp-check-api) CheckCommand.

Based on the [master with clients](06-distributed-monitoring.md#distributed-monitoring-master-clients)
scenario we'll now add a local nscp check which queries the NSClient++ API to check the free disk space.

Define a host object called `icinga2-client2.localdomain` on the master. Add the `nscp_api_password`
custom attribute and specify the drives to check.

    [root@icinga2-master1.localdomain /]# cd /etc/icinga2/zones.d/master
    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/master]# vim hosts.conf

    object Host "icinga2-client1.localdomain" {
        check_command = "hostalive"
        address = "192.168.56.111"
        vars.client_endpoint = name //follows the convention that host name == endpoint name
        vars.os_type = "Windows"
        vars.nscp_api_password = "icinga"
        vars.drives = [ "C:", "D:" ]
    }

The service checks are generated using an [apply for](03-monitoring-basics.md#using-apply-for)
rule based on `host.vars.drives`:

    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/master]# vim services.conf

    apply Service "nscp-api-" for (drive in host.vars.drives) {
      import "generic-service"

      check_command = "nscp_api"
      command_endpoint = host.vars.client_endpoint

      //display_name = "nscp-drive-" + drive

      vars.nscp_api_host = "localhost"
      vars.nscp_api_query = "check_drivesize"
      vars.nscp_api_password = host.vars.nscp_api_password
      vars.nscp_api_arguments = [ "drive=" +  drive ]

      ignore where host.vars.os_type != "Windows"
    }

Validate the configuration and restart Icinga 2.

    [root@icinga2-master1.localdomain /]# icinga2 daemon -C
    [root@icinga2-master1.localdomain /]# systemctl restart icinga2

Two new services ("nscp-drive-D:" and "nscp-drive-C:") will be visible in Icinga Web 2.

![Icinga 2 Distributed Monitoring Windows Client with NSClient++ nscp-api](images/distributed-monitoring/icinga2_distributed_windows_nscp_api_drivesize_icingaweb2.png)

Note: You can also omit the `command_endpoint` configuration to execute
the command on the master. This also requires a different value for `nscp_api_host`
which defaults to `host.address`.

      //command_endpoint = host.vars.client_endpoint

      //vars.nscp_api_host = "localhost"

You can verify the check execution by looking at the `Check Source` attribute
in Icinga Web 2 or the REST API.

If you want to monitor specific Windows services, you could use the following example:

    [root@icinga2-master1.localdomain /]# cd /etc/icinga2/zones.d/master
    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/master]# vim hosts.conf

    object Host "icinga2-client1.localdomain" {
        check_command = "hostalive"
        address = "192.168.56.111"
        vars.client_endpoint = name //follows the convention that host name == endpoint name
        vars.os_type = "Windows"
        vars.nscp_api_password = "icinga"
        vars.services = [ "Windows Update", "wscsvc" ]
    }

    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/master]# vim services.conf

    apply Service "nscp-api-" for (svc in host.vars.services) {
      import "generic-service"

      check_command = "nscp_api"
      command_endpoint = host.vars.client_endpoint

      //display_name = "nscp-service-" + svc

      vars.nscp_api_host = "localhost"
      vars.nscp_api_query = "check_service"
      vars.nscp_api_password = host.vars.nscp_api_password
      vars.nscp_api_arguments = [ "service=" + svc ]

      ignore where host.vars.os_type != "Windows"
    }

#### NSCLient++ with nscp-local <a id="distributed-monitoring-windows-nscp-check-local"></a>

The [Windows setup](06-distributed-monitoring.md#distributed-monitoring-setup-client-windows) already allows
you to install the NSClient++ package. In addition to the Windows plugins you can
use the [nscp-local commands](10-icinga-template-library.md#nscp-plugin-check-commands)
provided by the Icinga Template Library (ITL).

![Icinga 2 Distributed Monitoring Windows Client with NSClient++](images/distributed-monitoring/icinga2_distributed_windows_nscp.png)

Add the following `include` statement on all your nodes (master, satellite, client):

    vim /etc/icinga2/icinga2.conf

    include <nscp>

The CheckCommand definitions will automatically determine the installed path
to the `nscp.exe` binary.

Based on the [master with clients](06-distributed-monitoring.md#distributed-monitoring-master-clients)
scenario we'll now add a local nscp check querying a given performance counter.

First, add the client node as host object:

    [root@icinga2-master1.localdomain /]# cd /etc/icinga2/zones.d/master
    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/master]# vim hosts.conf

    object Host "icinga2-client1.localdomain" {
      check_command = "hostalive"
      address = "192.168.56.111"
      vars.client_endpoint = name //follows the convention that host name == endpoint name
      vars.os_type = "windows"
    }

Next, add a performance counter check using command endpoint checks (details in the
[nscp-local-counter](10-icinga-template-library.md#nscp-check-local-counter) documentation):

    [root@icinga2-master1.localdomain /etc/icinga2/zones.d/master]# vim services.conf

    apply Service "nscp-local-counter-cpu" {
      check_command = "nscp-local-counter"
      command_endpoint = host.vars.client_endpoint

      vars.nscp_counter_name = "\\Processor(_total)\\% Processor Time"
      vars.nscp_counter_perfsyntax = "Total Processor Time"
      vars.nscp_counter_warning = 1
      vars.nscp_counter_critical = 5

      vars.nscp_counter_showall = true

      assign where host.vars.os_type == "windows" && host.vars.client_endpoint
    }

Validate the configuration and restart Icinga 2.

    [root@icinga2-master1.localdomain /]# icinga2 daemon -C
    [root@icinga2-master1.localdomain /]# systemctl restart icinga2

Open Icinga Web 2 and check your newly added Windows NSClient++ check :)

![Icinga 2 Distributed Monitoring Windows Client with NSClient++ nscp-local](images/distributed-monitoring/icinga2_distributed_windows_nscp_counter_icingaweb2.png)

## Advanced Hints <a id="distributed-monitoring-advanced-hints"></a>

You can find additional hints in this section if you prefer to go your own route
with automating setups (setup, certificates, configuration).

### Certificate Auto-Renewal <a id="distributed-monitoring-certificate-auto-renewal"></a>

Icinga 2 v2.8+ adds the possibility that nodes request certificate updates
on their own. If their expiration date is soon enough, they automatically
renew their already signed certificate by sending a signing request to the
parent node.

### High-Availability for Icinga 2 Features <a id="distributed-monitoring-high-availability-features"></a>

All nodes in the same zone require that you enable the same features for high-availability (HA).

By default, the following features provide advanced HA functionality:

* [Checks](06-distributed-monitoring.md#distributed-monitoring-high-availability-checks) (load balanced, automated failover).
* [Notifications](06-distributed-monitoring.md#distributed-monitoring-high-availability-notifications) (load balanced, automated failover).
* [DB IDO](06-distributed-monitoring.md#distributed-monitoring-high-availability-db-ido) (Run-Once, automated failover).

#### High-Availability with Checks <a id="distributed-monitoring-high-availability-checks"></a>

All instances within the same zone (e.g. the `master` zone as HA cluster) must
have the `checker` feature enabled.

Example:

    # icinga2 feature enable checker

All nodes in the same zone load-balance the check execution. If one instance shuts down,
the other nodes will automatically take over the remaining checks.

#### High-Availability with Notifications <a id="distributed-monitoring-high-availability-notifications"></a>

All instances within the same zone (e.g. the `master` zone as HA cluster) must
have the `notification` feature enabled.

Example:

    # icinga2 feature enable notification

Notifications are load-balanced amongst all nodes in a zone. By default this functionality
is enabled.
If your nodes should send out notifications independently from any other nodes (this will cause
duplicated notifications if not properly handled!), you can set `enable_ha = false`
in the [NotificationComponent](09-object-types.md#objecttype-notificationcomponent) feature.

#### High-Availability with DB IDO <a id="distributed-monitoring-high-availability-db-ido"></a>

All instances within the same zone (e.g. the `master` zone as HA cluster) must
have the DB IDO feature enabled.

Example DB IDO MySQL:

    # icinga2 feature enable ido-mysql

By default the DB IDO feature only runs on one node. All other nodes in the same zone disable
the active IDO database connection at runtime. The node with the active DB IDO connection is
not necessarily the zone master.

**Note**: The DB IDO HA feature can be disabled by setting the `enable_ha` attribute to `false`
for the [IdoMysqlConnection](09-object-types.md#objecttype-idomysqlconnection) or
[IdoPgsqlConnection](09-object-types.md#objecttype-idopgsqlconnection) object on **all** nodes in the
**same** zone.

All endpoints will enable the DB IDO feature and connect to the configured
database and dump configuration, status and historical data on their own.

If the instance with the active DB IDO connection dies, the HA functionality will
automatically elect a new DB IDO master.

The DB IDO feature will try to determine which cluster endpoint is currently writing
to the database and bail out if another endpoint is active. You can manually verify that
by running the following query command:

    icinga=> SELECT status_update_time, endpoint_name FROM icinga_programstatus;
       status_update_time   | endpoint_name
    ------------------------+---------------
     2016-08-15 15:52:26+02 | icinga2-master1.localdomain
    (1 Zeile)

This is useful when the cluster connection between endpoints breaks, and prevents
data duplication in split-brain-scenarios. The failover timeout can be set for the
`failover_timeout` attribute, but not lower than 60 seconds.

### Endpoint Connection Direction <a id="distributed-monitoring-advanced-hints-connection-direction"></a>

Nodes will attempt to connect to another node when its local [Endpoint](09-object-types.md#objecttype-endpoint) object
configuration specifies a valid `host` attribute (FQDN or IP address).

Example for the master node `icinga2-master1.localdomain` actively connecting
to the client node `icinga2-client1.localdomain`:

    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.conf

    //...

    object Endpoint "icinga2-client1.localdomain" {
      host = "192.168.56.111" //the master actively tries to connect to the client
      log_duration = 0
    }

Example for the client node `icinga2-client1.localdomain` not actively
connecting to the master node `icinga2-master1.localdomain`:

    [root@icinga2-client1.localdomain /]# vim /etc/icinga2/zones.conf

    //...

    object Endpoint "icinga2-master1.localdomain" {
      //do not actively connect to the master by leaving out the 'host' attribute
      log_duration = 0
    }

It is not necessary that both the master and the client node establish
two connections to each other. Icinga 2 will only use one connection
and close the second connection if established.

**Tip**: Choose either to let master/satellite nodes connect to client nodes
or vice versa.


### Disable Log Duration for Command Endpoints <a id="distributed-monitoring-advanced-hints-command-endpoint-log-duration"></a>

The replay log is a built-in mechanism to ensure that nodes in a distributed setup
keep the same history (check results, notifications, etc.) when nodes are temporarily
disconnected and then reconnect.

This functionality is not needed when a master/satellite node is sending check
execution events to a client which is purely configured for [command endpoint](06-distributed-monitoring.md#distributed-monitoring-top-down-command-endpoint)
checks only.

The [Endpoint](09-object-types.md#objecttype-endpoint) object attribute `log_duration` can
be lower or set to 0 to fully disable any log replay updates when the
client is not connected.

Configuration on the master node `icinga2-master1.localdomain`:

    [root@icinga2-master1.localdomain /]# vim /etc/icinga2/zones.conf

    //...

    object Endpoint "icinga2-client1.localdomain" {
      host = "192.168.56.111" //the master actively tries to connect to the client
      log_duration = 0
    }

    object Endpoint "icinga2-client2.localdomain" {
      host = "192.168.56.112" //the master actively tries to connect to the client
      log_duration = 0
    }

Configuration on the client `icinga2-client1.localdomain`:

    [root@icinga2-client1.localdomain /]# vim /etc/icinga2/zones.conf

    //...

    object Endpoint "icinga2-master1.localdomain" {
      //do not actively connect to the master by leaving out the 'host' attribute
      log_duration = 0
    }

    object Endpoint "icinga2-master2.localdomain" {
      //do not actively connect to the master by leaving out the 'host' attribute
      log_duration = 0
    }

### CSR auto-signing with HA and multiple Level Cluster <a id="distributed-monitoring-advanced-hints-csr-autosigning-ha-satellites"></a>

If you are using two masters in a High-Availability setup it can be necessary
to allow both to sign requested certificates. Ensure to safely sync the following
details in private:

* `TicketSalt` constant in `constants.conf`.
* `var/lib/icinga2/ca` directory.

This also helps if you are using a [three level cluster](06-distributed-monitoring.md#distributed-monitoring-scenarios-master-satellite-client)
and your client nodes are not able to reach the CSR auto-signing master node(s).
Make sure that the directory permissions for `/var/lib/icinga2/ca` are secure
(not world readable).

**Do not expose these private keys to anywhere else. This is a matter of security.**

### Manual Certificate Creation <a id="distributed-monitoring-advanced-hints-certificates-manual"></a>

#### Create CA on the Master <a id="distributed-monitoring-advanced-hints-certificates-manual-ca"></a>

Choose the host which should store the certificate authority (one of the master nodes).

The first step is the creation of the certificate authority (CA) by running the following command
as root user:

    [root@icinga2-master1.localdomain /root]# icinga2 pki new-ca

#### Create CSR and Certificate <a id="distributed-monitoring-advanced-hints-certificates-manual-create"></a>

Create a certificate signing request (CSR) for the local instance:

```
[root@icinga2-master1.localdomain /root]# icinga2 pki new-cert --cn icinga2-master1.localdomain \
  --key icinga2-master1.localdomain.key \
  --csr icinga2-master1.localdomain.csr
```

Sign the CSR with the previously created CA:

```
[root@icinga2-master1.localdomain /root]# icinga2 pki sign-csr --csr icinga2-master1.localdomain.csr --cert icinga2-master1.localdomain
```

Repeat the steps for all instances in your setup.

> **Note**
>
> The certificate location changed in v2.8 to `/var/lib/icinga2/certs`. Please read the [upgrading chapter](16-upgrading-icinga-2.md#upgrading-to-2-8-certificate-paths)
> for more details.

#### Copy Certificates <a id="distributed-monitoring-advanced-hints-certificates-manual-copy"></a>

Copy the host's certificate files and the public CA certificate to `/var/lib/icinga2/certs`:

```
[root@icinga2-master1.localdomain /root]# mkdir -p /var/lib/icinga2/certs
[root@icinga2-master1.localdomain /root]# cp icinga2-master1.localdomain.{crt,key} /var/lib/icinga2/certs
[root@icinga2-master1.localdomain /root]# cp /var/lib/icinga2/ca/ca.crt /var/lib/icinga2/certs
```

Ensure that proper permissions are set (replace `icinga` with the Icinga 2 daemon user):

```
[root@icinga2-master1.localdomain /root]# chown -R icinga:icinga /var/lib/icinga2/certs
[root@icinga2-master1.localdomain /root]# chmod 600 /var/lib/icinga2/certs/*.key
[root@icinga2-master1.localdomain /root]# chmod 644 /var/lib/icinga2/certs/*.crt
```

The CA public and private key are stored in the `/var/lib/icinga2/ca` directory. Keep this path secure and include
it in your backups.

#### Create Multiple Certificates <a id="distributed-monitoring-advanced-hints-certificates-manual-multiple"></a>

Use your preferred method to automate the certificate generation process.

```
[root@icinga2-master1.localdomain /var/lib/icinga2/certs]# for node in icinga2-master1.localdomain icinga2-master2.localdomain icinga2-satellite1.localdomain; do icinga2 pki new-cert --cn $node --csr $node.csr --key $node.key; done
information/base: Writing private key to 'icinga2-master1.localdomain.key'.
information/base: Writing certificate signing request to 'icinga2-master1.localdomain.csr'.
information/base: Writing private key to 'icinga2-master2.localdomain.key'.
information/base: Writing certificate signing request to 'icinga2-master2.localdomain.csr'.
information/base: Writing private key to 'icinga2-satellite1.localdomain.key'.
information/base: Writing certificate signing request to 'icinga2-satellite1.localdomain.csr'.

[root@icinga2-master1.localdomain /var/lib/icinga2/certs]# for node in icinga2-master1.localdomain icinga2-master2.localdomain icinga2-satellite1.localdomain; do sudo icinga2 pki sign-csr --csr $node.csr --cert $node.crt; done
information/pki: Writing certificate to file 'icinga2-master1.localdomain.crt'.
information/pki: Writing certificate to file 'icinga2-master2.localdomain.crt'.
information/pki: Writing certificate to file 'icinga2-satellite1.localdomain.crt'.
```

Copy and move these certificates to the respective instances e.g. with SSH/SCP.

## Automation <a id="distributed-monitoring-automation"></a>

These hints should get you started with your own automation tools (Puppet, Ansible, Chef, Salt, etc.)
or custom scripts for automated setup.

These are collected best practices from various community channels.

* [Silent Windows setup](06-distributed-monitoring.md#distributed-monitoring-automation-windows-silent)
* [Node Setup CLI command](06-distributed-monitoring.md#distributed-monitoring-automation-cli-node-setup) with parameters

If you prefer an alternate method, we still recommend leaving all the Icinga 2 features intact (e.g. `icinga2 feature enable api`).
You should also use well known and documented default configuration file locations (e.g. `zones.conf`).
This will tremendously help when someone is trying to help in the [community channels](https://www.icinga.com/community/get-involved/).


### Silent Windows Setup <a id="distributed-monitoring-automation-windows-silent"></a>

If you want to install the client silently/unattended, use the `/qn` modifier. The
installation should not trigger a restart, but if you want to be completely sure, you can use the `/norestart` modifier.

    C:> msiexec /i C:\Icinga2-v2.5.0-x86.msi /qn /norestart

Once the setup is completed you can use the `node setup` cli command too.

### Node Setup using CLI Parameters <a id="distributed-monitoring-automation-cli-node-setup"></a>

Instead of using the `node wizard` CLI command, there is an alternative `node setup`
command available which has some prerequisites.

**Note**: The CLI command can be used on Linux/Unix and Windows operating systems.
The graphical Windows setup wizard actively uses these CLI commands.

#### Node Setup on the Master Node <a id="distributed-monitoring-automation-cli-node-setup-master"></a>

In case you want to setup a master node you must add the `--master` parameter
to the `node setup` CLI command. In addition to that the `--cn` can optionally
be passed (defaults to the FQDN).

  Parameter           | Description
  --------------------|--------------------
  Common name (CN)    | **Optional.** Specified with the `--cn` parameter. By convention this should be the host's FQDN. Defaults to the FQDN.
  Zone name           | **Optional.** Specified with the `--zone` parameter. Defaults to `master`.
  Listen on           | **Optional.** Specified with the `--listen` parameter. Syntax is `host,port`.
  Disable conf.d      | **Optional.** Specified with the `disable-confd` parameter. If provided, this disables the `include_recursive "conf.d"` directive and adds the `api-users.conf` file inclusion to `icinga2.conf`. Available since v2.9+. Not set by default for compatibility reasons with Puppet, Ansible, Chef, etc.

Example:

```
[root@icinga2-master1.localdomain /]# icinga2 node setup --master
```

In case you want to bind the `ApiListener` object to a specific
host/port you can specify it like this:

    --listen 192.68.56.101,5665

In case you don't need anything in `conf.d`, use the following command line:

```
[root@icinga2-master1.localdomain /]# icinga2 node setup --master --disable-confd
```


#### Node Setup with Satellites/Clients <a id="distributed-monitoring-automation-cli-node-setup-satellite-client"></a>

> **Note**
>
> The certificate location changed in v2.8 to `/var/lib/icinga2/certs`. Please read the [upgrading chapter](16-upgrading-icinga-2.md#upgrading-to-2-8-certificate-paths)
> for more details.

Make sure that the `/var/lib/icinga2/certs` directory exists and is owned by the `icinga`
user (or the user Icinga 2 is running as).

    [root@icinga2-client1.localdomain /]# mkdir -p /var/lib/icinga2/certs
    [root@icinga2-client1.localdomain /]# chown -R icinga:icinga /var/lib/icinga2/certs

First you'll need to generate a new local self-signed certificate.
Pass the following details to the `pki new-cert` CLI command:

  Parameter           | Description
  --------------------|--------------------
  Common name (CN)    | **Required.** By convention this should be the host's FQDN.
  Client certificate files   | **Required.** These generated files will be put into the specified location (--key and --file). By convention this should be using `/var/lib/icinga2/certs` as directory.

Example:

    [root@icinga2-client1.localdomain /]# icinga2 pki new-cert --cn icinga2-client1.localdomain \
    --key /var/lib/icinga2/certs/icinga2-client1.localdomain.key \
    --cert /var/lib/icinga2/certs/icinga2-client1.localdomain.crt

Request the master certificate from the master host (`icinga2-master1.localdomain`)
and store it as `trusted-master.crt`. Review it and continue.

Pass the following details to the `pki save-cert` CLI command:

  Parameter           | Description
  --------------------|--------------------
  Client certificate files | **Required.** Pass the previously generated files using the `--key` and `--cert` parameters.
  Trusted parent certificate | **Required.** Store the parent's certificate file. Manually verify that you're trusting it.
  Parent host         | **Required.** FQDN or IP address of the parent host.

Example:

    [root@icinga2-client1.localdomain /]# icinga2 pki save-cert --key /var/lib/icinga2/certs/icinga2-client1.localdomain.key \
    --cert /var/lib/icinga2/certs/icinga2-client1.localdomain.crt \
    --trustedcert /var/lib/icinga2/certs/trusted-parent.crt \
    --host icinga2-master1.localdomain

Continue with the additional node setup step. Specify a local endpoint and zone name (`icinga2-client1.localdomain`)
and set the master host (`icinga2-master1.localdomain`) as parent zone configuration. Specify the path to
the previously stored trusted master certificate.

Pass the following details to the `node setup` CLI command:

  Parameter           | Description
  --------------------|--------------------
  Common name (CN)    | **Optional.** Specified with the `--cn` parameter. By convention this should be the host's FQDN.
  Request ticket      | **Required.** Add the previously generated [ticket number](06-distributed-monitoring.md#distributed-monitoring-setup-csr-auto-signing).
  Trusted master certificate | **Required.** Add the previously fetched trusted master certificate (this step means that you've verified its origin).
  Parent host         | **Optional.** FQDN or IP address of the parent host. This is where the command connects for CSR signing. If not specified, you need to manually copy the parent's public CA certificate file into `/var/lib/icinga2/certs/ca.crt` in order to start Icinga 2.
  Parent endpoint     | **Required.** Specify the parent's endpoint name.
  Client zone name    | **Required.** Specify the client's zone name.
  Parent zone name    | **Optional.** Specify the parent's zone name.
  Accept config       | **Optional.** Whether this node accepts configuration sync from the master node (required for [config sync mode](06-distributed-monitoring.md#distributed-monitoring-top-down-config-sync)).
  Accept commands     | **Optional.** Whether this node accepts command execution messages from the master node (required for [command endpoint mode](06-distributed-monitoring.md#distributed-monitoring-top-down-command-endpoint)).
  Global zones        | **Optional.** Allows to specify more global zones in addition to `global-templates` and `director-global`.
  Disable conf.d      | **Optional.** Specified with the `disable-confd` parameter. If provided, this disables the `include_recursive "conf.d"` directive in `icinga2.conf`. Available since v2.9+. Not set by default for compatibility reasons with Puppet, Ansible, Chef, etc.

> **Note**
>
> The `master_host` parameter is deprecated and will be removed in 2.10.0. Please use `--parent_host` instead.

Example for Icinga 2 v2.9:

```
[root@icinga2-client1.localdomain /]# icinga2 node setup --ticket ead2d570e18c78abf285d6b85524970a0f69c22d \
--cn icinga2-client1.localdomain \
--endpoint icinga2-master1.localdomain \
--zone icinga2-client1.localdomain \
--parent_zone master \
--parent_host icinga2-master1.localdomain \
--trustedcert /var/lib/icinga2/certs/trusted-parent.crt \
--accept-commands --accept-config \
--disable-confd
```

In case the client should connect to the master node, you'll
need to modify the `--endpoint` parameter using the format `cn,host,port`:

    --endpoint icinga2-master1.localdomain,192.168.56.101,5665

Specify the parent zone using the `--parent_zone` parameter. This is useful
if the client connects to a satellite, not the master instance.

    --parent_zone satellite

In case the client should know the additional global zone `linux-templates`, you'll
need to set the `--global-zones` parameter.

    --global_zones linux-templates

The `--parent-host` parameter is optional since v2.9 and allows you to perform a connection-less setup.
You cannot restart Icinga 2 yet, the CLI command asked to to manually copy the parent's public CA
certificate file in `/var/lib/icinga2/certs/ca.crt`. Once Icinga 2 is started, it sends
a ticket signing request to the parent node. If you have provided a ticket, the master node
signs the request and sends it back to the client which performs a certificate update in-memory.

In case you did not provide a ticket, you need to manually sign the CSR on the master node
which holds the CA's key pair.


**You can find additional best practices below.**

Add an additional global zone. Please note the `>>` append mode.

    [root@icinga2-client1.localdomain /]# cat <<EOF >>/etc/icinga2/zones.conf
    object Zone "global-templates" {
      global = true
    }
    EOF

Note: Packages >= 2.8 provide this configuration by default.

If this client node is configured as [remote command endpoint execution](06-distributed-monitoring.md#distributed-monitoring-top-down-command-endpoint)
you can safely disable the `checker` feature. The `node setup` CLI command already disabled the `notification` feature.

    [root@icinga2-client1.localdomain /]# icinga2 feature disable checker

Disable "conf.d" inclusion if this is a [top down](06-distributed-monitoring.md#distributed-monitoring-top-down)
configured client.

    [root@icinga2-client1.localdomain /]# sed -i 's/include_recursive "conf.d"/\/\/include_recursive "conf.d"/g' /etc/icinga2/icinga2.conf

**Optional**: Add an ApiUser object configuration for remote troubleshooting.

    [root@icinga2-client1.localdomain /]# cat <<EOF >/etc/icinga2/conf.d/api-users.conf
    object ApiUser "root" {
      password = "clientsupersecretpassword"
      permissions = ["*"]
    }
    EOF

In case you've previously disabled the "conf.d" directory only
add the file file `conf.d/api-users.conf`:

    [root@icinga2-client1.localdomain /]# echo 'include "conf.d/api-users.conf"' >> /etc/icinga2/icinga2.conf

Finally restart Icinga 2.

    [root@icinga2-client1.localdomain /]# systemctl restart icinga2

Your automation tool must then configure master node in the meantime.
Add the global zone `global-templates` in case it did not exist.

    # cat <<EOF >>/etc/icinga2/zones.conf
    object Endpoint "icinga2-client1.localdomain" {
      //client connects itself
    }

    object Zone "icinga2-client1.localdomain" {
      endpoints = [ "icinga2-client1.localdomain" ]
      parent = "master"
    }

    object Zone "global-templates" {
      global = true
    }
    EOF