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Merge pull request #2128 from splunk/urbiz-OD6306-collector-msi
[6306]: C4W install restructure
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After you have installed the package, see:
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* :ref:`windows-config-ootb`.
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* :ref:`otel-windows-config`.
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* :ref:`collector-how-to`.
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* :ref:`use-navigators-imm`.
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* View logs and errors in the Windows Event Viewer. Search for "view logs and errors" on the :new-page:`Microsoft documentation site <https://docs.microsoft.com/en-us/>` for more information.

gdi/opentelemetry/collector-windows/collector-windows-intro.rst

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***********************************************************
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.. meta::
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:description: Introduction to the Splunk Distribution of OpenTelemetry Collector for Linux.
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:description: Introduction to the Splunk Distribution of the OpenTelemetry Collector for Windows.
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.. toctree::
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:maxdepth: 5
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:hidden:
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Install the Collector for Windows (script) <install-windows.rst>
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Install the Collector for Windows (manual) <install-windows-manual.rst>
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Install the Collector for Windows (MSI) <install-windows-msi.rst>
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Install the Collector for Windows (tools) <install-windows-tools.rst>
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Install the Collector for Windows (manually) <install-windows-manual.rst>
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windows-config-ootb.rst
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windows-config.rst
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metrics-ootb-windows.rst
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To install the Splunk Distribution of the OpenTelemetry Collector for Windows, follow these docs:
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* :ref:`otel-install-windows`
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* :ref:`otel-install-windows-msi`
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* :ref:`otel-install-windows-tools`
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* :ref:`otel-install-windows-manual`
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* :ref:`Windows deployment tools <windows-deployments>`
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See the default settings and configuration options at:
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gdi/opentelemetry/collector-windows/install-windows-manual.rst

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**************************************************
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.. meta::
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:description: Describes how to install the Splunk Distribution of OpenTelemetry Collector for Windows manually.
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:description: Describes how to install the Splunk Distribution of the OpenTelemetry Collector for Windows manually.
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.. toctree::
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:maxdepth: 4
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:titlesonly:
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:hidden:
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Before proceeding to install the Collector for Windows manually, check the :ref:`prerequisites <windows-otel-requirements>`.
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You can use Windows MSI to install the Splunk Distribution of the Collector for Windows.
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.. _windows-manual-config-var:
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Modify the default configuration
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==========================================
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All installation methods offer default configurations using environment variables. Before starting the ``splunk-otel-collector`` service, replace the variables in the default configuration file with the appropriate values for your environment. See :ref:`otel-windows-config` for more information.
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.. include:: /_includes/collector-env-vars.rst
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.. note:: When configuring additional settings, use service, process, or terminal scopes.
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Configure proxy settings
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----------------------------------
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To configure proxy settings to install and run the OpenTelemetry Collector, see :ref:`configure-proxy-collector`.
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.. _windows-installer:
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Windows installer file (MSI) installation
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===============================================================================
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To install the package using Windows Installer, download the Windows MSI package (64-bit only) from :new-page:`GitHub releases <https://github.com/signalfx/splunk-otel-collector/releases>`.
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- The package is installed to ``\Program Files\Splunk\OpenTelemetry Collector``.
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- The ``splunk-otel-collector`` service is created, but not started.
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- A default configuration file is copied to ``\ProgramData\Splunk\OpenTelemetry Collector\agent_config.yaml``, if it does not already exist. This file is required to start the ``splunk-otel-collector`` service.
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.. note:: The ``ProgramData`` folder is hidden by default on Windows.
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Next, proceed with the GUI, or follow the instructions to install using a Powershell terminal.
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.. _windows-manual-installer-gui:
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Install using the GUI
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---------------------------------
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Run the downloaded package and follow the instructions in the guided setup.
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.. _windows-powershell:
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Install using a PowerShell terminal
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-----------------------------------------------
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Follow these steps:
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1. Open a PowerShell terminal.
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2. Run the following command, where ``PATH_TO_MSI`` is the full path to the downloaded package. For example, ``C:\your\download\folder\splunk-otel-collector-0.4.0-amd64.msi``.
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.. code-block:: PowerShell
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Start-Process -Wait msiexec "/i PATH_TO_MSI /qn"
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3. Update :ref:`all variables in the configuration file <windows-manual-config-var>` as appropriate.
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4. Start the ``splunk-otel-collector`` service by rebooting the system or by running the following command in a PowerShell terminal:
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.. code-block:: PowerShell
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Start-Service splunk-otel-collector
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Learn more about advanced configuration options (including Service Logging) using PowerShell in the Splunk Distribution of OpenTelemetry Collector :new-page:`Windows manual <https://github.com/signalfx/splunk-otel-collector/blob/main/docs/getting-started/windows-manual.md>`.
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.. _windows-manual-fluentd:
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Install Fluentd MSI for log collection
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==================================================
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Default log collection
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-----------------------------------------------
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Install, configure, and start the Collector with :ref:`Windows Installer <windows-installer>`. The Collector default configuration file ``\ProgramData\Splunk\OpenTelemetry Collector\agent_config.yaml`` listens for log events on ``127.0.0.1:8006`` and sends them to Splunk Observability Cloud.
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Log collection with Fluentd
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-----------------------------------------------
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.. note:: You need to be an Admin to configure log collection with Fluentd.
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Perform the following steps to install Fluentd and forward ``collected`` log events to the Collector:
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1. Install :new-page:`Fluentd MSI <https://docs.fluentd.org/installation/install-by-msi#td-agent-v4>` version 4.0 or higher.
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2. Configure Fluentd to collect log events and forward them to the Collector:
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- Option 1: Update the default config file provided by the Fluentd MSI at ``\opt\td-agent\etc\td-agent\td-agent.conf`` to collect the desired log events and forward them to ``127.0.0.1:8006``.
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- Option 2: The installed Collector package provides a custom Fluentd config file ``\Program Files\Splunk\OpenTelemetry Collector\fluentd\td-agent.conf`` to collect log events from the Windows Event Log ``\Program Files\Splunk\OpenTelemetry Collector\fluentd\conf.d\eventlog.conf`` and forwards them to ``127.0.0.1:8006``.
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.. note::
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To use these files, backup the ``\opt\td-agent\etc\td-agent``` directory, and copy the contents from ``\Program Files\Splunk\OpenTelemetry Collector\fluentd``` to ``\opt\td-agent\etc\td-agent```.
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The Splunk Distribution of the OpenTelemetry Collector comes with a default configuration, as detailed in :ref:`windows-config-ootb`. To modify this configuration, refer to :ref:`otel-windows-config`.
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3. To apply any changes made to the Fluentd config files, restart the system, or restart ``fluentdwinsvc`` .
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To learn how to obtain logs, see :ref:`windows-config-logs`.
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.. code-block:: PowerShell
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Alternatively, you can also install the Collector for Windows:
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- Stop-Service fluentdwinsvc
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- Start-Service fluentdwinsvc
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* Using the installer script. See :ref:`otel-install-windows`.
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* Using MSI. See :ref:`otel-install-windows-msi`.
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* Using deployment tools. See :ref:`otel-install-windows-tools`.
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4. View the Fluentd service logs and errors in ``\opt\td-agent\td-agent.log``.
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.. _install-windows-manual-prereqs:
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Learn more about general Fluentd configuration details in the :new-page:`official Fluentd documentation <https://docs.fluentd.org/configuration>`.
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.. _windows-chocolatey:
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Install using a Chocolatey package
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===========================================
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Prerequisites
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==========================
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A :new-page:`Chocolatey package <https://community.chocolatey.org/packages/splunk-otel-collector>` is available to download, install, and configure the Collector and Fluentd with the following PowerShell command:
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.. code-block:: PowerShell
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choco install splunk-otel-collector --params="'/SPLUNK_ACCESS_TOKEN:MY_SPLUNK_ACCESS_TOKEN /SPLUNK_REALM:MY_SPLUNK_REALM'"
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Learn more about the :new-page:`package parameters <https://github.com/signalfx/splunk-otel-collector/blob/main/docs/getting-started/windows-manual.md#package-parameters>` in GitHub.
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.. include:: /_includes/requirements/collector-windows.rst
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.. _windows-docker:
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Install using Docker
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===============================
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Install the Collector for Windows using Docker
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==============================================================
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Run the following command to deploy the latest Docker image:
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.. _windows-binary:
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Install using the binary file
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===============================
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Install the Collector for Windows using the binary file
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==============================================================
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To install the Collector using the binary file, follow these steps:
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Next steps
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==================================
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After you have installed the package, see:
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* :ref:`windows-config-ootb`.
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* :ref:`otel-windows-config`.
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* :ref:`collector-how-to`.
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* :ref:`use-navigators-imm`.
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* View logs and errors in the Windows Event Viewer. Search for "view logs and errors" on :new-page:`Microsoft documentation site <https://docs.microsoft.com/en-us/>` for more information.
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.. include:: /_includes/gdi/collector-windows-next-steps.rst
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.. _otel-install-windows-msi:
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*******************************************************************
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Install the Collector for Windows using the MSI installer
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*******************************************************************
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.. meta::
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:description: Describes how to install the Splunk Distribution of the OpenTelemetry Collector for Windows using the MSI installer.
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.. toctree::
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:maxdepth: 4
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:titlesonly:
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:hidden:
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You can use the Windows MSI installer to install the Splunk Distribution of the Collector for Windows.
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.. note::
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The Splunk Distribution of the OpenTelemetry Collector comes with a default configuration, as detailed in :ref:`windows-config-ootb`. To modify this configuration, refer to :ref:`otel-windows-config`.
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To learn how to obtain logs, see :ref:`windows-config-logs`.
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Alternatively, you can also install the Collector for Windows:
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* Using the installer script. See :ref:`otel-install-windows`.
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* Using deployment tools. See :ref:`otel-install-windows-tools`.
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* Manually. See :ref:`otel-install-windows-manual`.
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.. _install-windows-msi-prereqs:
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Prerequisites
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==========================
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.. include:: /_includes/requirements/collector-windows.rst
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.. _windows-installer:
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Install the Collector using the Windows installer file (MSI)
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===============================================================================
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To install the package using Windows Installer, download the Windows MSI package (64-bit only) from the Collector's :new-page:`GitHub release site <https://github.com/signalfx/splunk-otel-collector/releases>`.
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- The package is installed to ``\Program Files\Splunk\OpenTelemetry Collector``.
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- The ``splunk-otel-collector`` service is created, but not started.
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- A default configuration file is copied to ``\ProgramData\Splunk\OpenTelemetry Collector\agent_config.yaml``, if it does not already exist. This file is required to start the ``splunk-otel-collector`` service.
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.. note:: The ``ProgramData`` folder is hidden by default on Windows.
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Next, follow the installer steps, or install the Collector using a PowerShell terminal.
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.. _windows-manual-installer-gui:
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Install using the graphical installer
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--------------------------------------
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Run the downloaded package and follow the instructions in the guided setup.
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.. _windows-powershell:
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Install using a PowerShell terminal
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-----------------------------------------------
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Follow these steps:
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1. Open a PowerShell terminal.
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2. Run the following command, where ``PATH_TO_MSI`` is the full path to the downloaded package. For example, ``C:\your\download\folder\splunk-otel-collector-0.4.0-amd64.msi``.
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.. code-block:: PowerShell
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Start-Process -Wait msiexec "/i PATH_TO_MSI /qn"
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1. Update all variables in the configuration file as appropriate. See :ref:`windows-config-change-default` for more information.
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2. Start the ``splunk-otel-collector`` service by rebooting the system or by running the following command in a PowerShell terminal:
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.. code-block:: PowerShell
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Start-Service splunk-otel-collector
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Learn more about advanced configuration options (including Service Logging) using PowerShell in the following docs:
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* :ref:`otel-install-windows-manual`
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* :ref:`otel-windows-config`
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.. _windows-manual-fluentd:
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Install Fluentd MSI for log collection
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==================================================
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If you have a Log Observer entitlement or wish to collect logs for the target host, make sure Fluentd is installed and enabled in your Collector instance.
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.. note:: You need to be an Admin to configure log collection with Fluentd.
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Perform the following steps to install Fluentd and forward ``collected`` log events to the Collector:
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1. Install :new-page:`Fluentd MSI <https://docs.fluentd.org/installation/install-by-msi#td-agent-v4>` version 4.0 or higher.
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2. Configure Fluentd to collect log events and forward them to the Collector:
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- Option 1: Update the default config file provided by the Fluentd MSI at ``\opt\td-agent\etc\td-agent\td-agent.conf`` to collect the desired log events and forward them to ``127.0.0.1:8006``.
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- Option 2: The installed Collector package provides a custom Fluentd config file ``\Program Files\Splunk\OpenTelemetry Collector\fluentd\td-agent.conf`` to collect log events from the Windows Event Log ``\Program Files\Splunk\OpenTelemetry Collector\fluentd\conf.d\eventlog.conf`` and forwards them to ``127.0.0.1:8006``.
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To use these files, backup the ``\opt\td-agent\etc\td-agent``` directory, and copy the contents from ``\Program Files\Splunk\OpenTelemetry Collector\fluentd``` to ``\opt\td-agent\etc\td-agent```.
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3. To apply any changes made to the Fluentd config files, restart the system, or restart ``fluentdwinsvc`` .
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.. code-block:: PowerShell
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- Stop-Service fluentdwinsvc
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- Start-Service fluentdwinsvc
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4. View the Fluentd service logs and errors in ``\opt\td-agent\td-agent.log``.
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Learn more about general Fluentd configuration details in the :new-page:`official Fluentd documentation <https://docs.fluentd.org/configuration>`.
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Custom MSI URLs
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==================================================
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By default, the Collector MSI is downloaded from :new-page:`https://dl.signalfx.com <https://dl.signalfx.com>` and
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the Fluentd MSI is downloaded from :new-page:`https://packages.treasuredata.com <https://packages.treasuredata.com>`.
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To specify custom URLs for these downloads, replace ``COLLECTOR_MSI_URL`` and ``FLUENTD_MSI_URL`` with the URLs to the desired MSI packages to install:
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.. code-block:: PowerShell
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& {Set-ExecutionPolicy Bypass -Scope Process -Force; $script = ((New-Object System.Net.WebClient).DownloadString('https://dl.signalfx.com/splunk-otel-collector.ps1')); $params = @{access_token = "<SPLUNK_ACCESS_TOKEN>"; realm = "<SPLUNK_REALM>"; collector_msi_url = "<COLLECTOR_MSI_URL>"; fluentd_msi_url = "<FLUENTD_MSI_URL>"}; Invoke-Command -ScriptBlock ([scriptblock]::Create(". {$script} $(&{$args} @params)"))}
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.. _windows-chocolatey:
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Install the Collector using a Chocolatey package
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======================================================
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A :new-page:`Chocolatey package <https://community.chocolatey.org/packages/splunk-otel-collector>` is available to download, install, and configure the Collector and Fluentd with the following PowerShell command:
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.. code-block:: PowerShell
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choco install splunk-otel-collector --params="'/SPLUNK_ACCESS_TOKEN:MY_SPLUNK_ACCESS_TOKEN /SPLUNK_REALM:MY_SPLUNK_REALM'"
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Next steps
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==================================
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.. include:: /_includes/gdi/collector-windows-next-steps.rst

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