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Add diagram and explanation to AutoOps for self-managed overview doc (#3767)
This PR adds a diagram and explanation of how self-managed clusters are
connected to AutoOps. For consistency, I also updated the connection
steps on the troubleshooting page.
Closes#3765
Copy file name to clipboardExpand all lines: deploy-manage/monitor/autoops/cc-autoops-as-cloud-connected.md
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# AutoOps for self-managed clusters
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For ECE ({{ece}}), ECK ({{eck}}), and self-managed clusters, AutoOps can be set up in all supported [regions](ec-autoops-regions.md#autoops-for-self-managed-clusters-regions) through [Cloud Connect](/deploy-manage/cloud-connect.md). More regions are coming soon.
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For ECE ({{ece}}), ECK ({{eck}}), and self-managed {{es}} clusters, AutoOps can be set up in all supported [regions](ec-autoops-regions.md#autoops-for-self-managed-clusters-regions) through [Cloud Connect](/deploy-manage/cloud-connect.md). More regions are coming soon.
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Cloud Connect enables users of ECE, ECK, and self-managed clusters to use {{ecloud}} services. This means you can take advantage of the simplified cluster monitoring, real-time issue detection, and performance recommendations of AutoOps without having to run and manage the underlying infrastructure.
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## How your self-managed cluster connects to AutoOps
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To connect your ECE, ECK, or self-managed cluster to AutoOps, you have to use your {{ecloud}} account to install {{agent}}. After that, the process can be broken down into three components:
:alt: Diagram depicting how AutoOps for self-managed clusters works
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:::
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For instructions on how to get started, refer to [](/deploy-manage/monitor/autoops/cc-connect-self-managed-to-autoops.md).
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After this setup is complete, you can start using AutoOps to monitor your cluster. Learn more about what you can do with AutoOps in [views](/deploy-manage/monitor/autoops/views.md) and [events](/deploy-manage/monitor/autoops/ec-autoops-events.md).
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## Section overview
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In this section, you'll find the following information:
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* A [troubleshooting guide](/deploy-manage/monitor/autoops/cc-cloud-connect-autoops-troubleshooting.md) to help you with any issues you may encounter
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:::{tip}
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Refer to our [FAQ](/deploy-manage/monitor/autoops/ec-autoops-faq.md#questions-about-autoops-for-self-managed-clusters) for answers to commonly asked questions about AutoOps for self-managed clusters.
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Refer to our [FAQ](/deploy-manage/monitor/autoops/ec-autoops-faq.md#questions-about-autoops-for-self-managed-clusters) for answers to commonly asked questions about AutoOps for self-managed clusters.
Copy file name to clipboardExpand all lines: deploy-manage/monitor/autoops/cc-cloud-connect-autoops-troubleshooting.md
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Run the following tests within the context of your execution environment. That is, if your chosen installation method is Kubernetes, run the commands from within the pod; for Docker, run the commands from within the container, and so on.
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There are three main components of {{agent}}'s connection with your system:
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There are [three main components](/deploy-manage/monitor/autoops/cc-autoops-as-cloud-connected.md#how-your-self-managed-cluster-connects-to-autoops) of {{agent}}'s connection with your system:
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1. {{agent}} registers your cluster with {{ecloud}}
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2. {{agent}} connects to your cluster
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3. {{agent}} sends metrics from your cluster to {{ecloud}}
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If there is an issue with the first component, the agent will stop working and your logs might look like:
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```sh
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... failed to register Cloud Connected Mode: ... Post \"https://api.elastic-cloud.com/api/v1/cloud-connected/clusters\": ...
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```
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To test if your organization is not allowing the agent to register your cluster with {{ecloud}}, run the following command:
If you do not receive a similar response, configure your HTTP proxy to allow it to reach the URL (with headers and a JSON body):
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```json
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POST https://api.elastic-cloud.com/api/v1/cloud-connected/clusters
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```
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:::{note}
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If you are using Docker, you may need to complete this configuration directly via the `HTTP_PROXY`, `HTTPS_PROXY`, and `NO_PROXY` environment variables.
If there is an issue with the second component, {{agent}} cannot connect to your cluster. To test if your organization is not allowing this connection, run the following command depending on your chosen authentication method:
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If there is an issue with the first component, {{agent}} cannot connect to your cluster. To test if your organization is not allowing this connection, run the following command depending on your chosen authentication method:
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:::::{tab-set}
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:group: api-key-or-basic
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| You are using a custom SSL/TLS configuration with {{es}} | Disable SSL/TLS verification so that your system trusts all certificates. We do not recommend disabling verification in production environments. <br><br> If you are using API key authentication, run the following command: <br><br>`curl -XGET --insecure -i $AUTOOPS_ES_URL \ -H "Authorization: ApiKey $AUTOOPS_ES_API_KEY"`. <br><br> If you are using username/password authentication, run the following command: <br><br> `curl -XGET --insecure -i $AUTOOPS_ES_URL \ -u $AUTOOPS_ES_USERNAME` <br><br> If the issue is resolved, you need to configure your custom SSL/TLS settings with {{agent}}. If the issue persists, contact [Elastic support](https://support.elastic.co/).|
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| You are connecting a local development cluster using Docker without specifying `--network host` | - Make sure you are following all the steps to [connect your local development cluster to AutoOps](/deploy-manage/monitor/autoops/cc-connect-local-dev-to-autoops.md#connect-your-local-development-cluster-to-autoops). <br> - In the [Install agent](/deploy-manage/monitor/autoops/cc-connect-self-managed-to-autoops.md#install-agent) step, make sure you are replacing `docker run -d \` with `docker run -d --network host \`. |
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If there is an issue with the second component, the agent will stop working and your logs might look like:
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```sh
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... failed to register Cloud Connected Mode: ... Post \"https://api.elastic-cloud.com/api/v1/cloud-connected/clusters\": ...
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```
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To test if your organization is not allowing the agent to register your cluster with {{ecloud}}, run the following command:
If you do not receive a similar response, configure your HTTP proxy to allow it to reach the URL (with headers and a JSON body):
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```json
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POST https://api.elastic-cloud.com/api/v1/cloud-connected/clusters
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```
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:::{note}
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If you are using Docker, you may need to complete this configuration directly via the `HTTP_PROXY`, `HTTPS_PROXY`, and `NO_PROXY` environment variables.
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:::
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If there is an issue with the third component, the agent will attempt to establish the connection and your logs might look like:
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