Merge pull request #82 from grafana/oncall-doc-edits
OnCall open source edits to be consistent with documentation format and style guidelines
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@ -8,26 +8,37 @@ title: Open Source
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weight: 300
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---
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# Open Source
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# Grafana OnCall open source guide
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We prepared three environments for OSS users:
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- **Hobby** environment for local usage & playing around: [README.md](https://github.com/grafana/oncall#getting-started).
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Grafana OnCall is a developer-friendly incident response tool that's available to Grafana open source and Grafana Cloud users. The OSS version of Grafana OnCall provides the same reliable on-call management solution along with the flexibility of a self-managed environment.
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This guide describes the necessary installation and configuration steps needed to configure OSS Grafana OnCall.
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The intended audience for this guide includes:
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- Grafana open source admins who are responsible for deploying and configuring Grafana OnCall.
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- Grafana open source users who need to configure SMS and phone notifications using Grafana Cloud.
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## Install Grafana OnCall OSS
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There are three Grafana OnCall OSS environments available:
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- **Hobby** playground environment for local usage: [README.md](https://github.com/grafana/oncall#getting-started)
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- **Development** environment for contributors: [DEVELOPER.md](https://github.com/grafana/oncall/blob/dev/DEVELOPER.md)
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- **Production** environment for reliable cloud installation using Helm: [Production Environment](#production-environment)
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- **Production** environment for reliable Cloud installation: [Production Environment](#production-environment)
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## Production Environment
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For detailed installation instructions and additional resources, refer to the OSS Grafana OnCall [README.md](https://github.com/grafana/oncall#getting-started)
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We prepared the helm chart for production environment: https://github.com/grafana/oncall/tree/dev/helm/oncall
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For more information on production environment installation, refer to the following OSS Grafana OnCall [production environment helm chart](https://github.com/grafana/oncall/helm)
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## Slack Setup
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## Configure Slack for Grafana OnCall OSS
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Grafana OnCall Slack integration use a lot of Slack API features:
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- Subscription on Slack events requires OnCall to be externally available and provide https endpoint.
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- You will need to register new Slack App.
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The Slack integration for Grafana OnCall leverages Slack API features to provide a customizable and useful integration. Refer to the following steps to configure the Slack integration:
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1. Make sure your OnCall is up and running.
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1. Ensure your Grafana OnCall environment is up and running.
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1. Grafana OnCall must be accessible through HTTPS. For development purposes, use [localtunnel](https://github.com/localtunnel/localtunnel). For production purposes, consider establishing a proper web server with HTTPS termination.
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For localtunnel, refer to the following configuration:
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2. You need OnCall to be accessible through https. For development purposes we suggest using [localtunnel](https://github.com/localtunnel/localtunnel). For production purposes please consider setting up proper web server with HTTPS termination. For localtunnel:
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```bash
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# Choose the unique prefix instead of pretty-turkey-83
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# Localtunnel will generate an url, e.g. https://pretty-turkey-83.loca.lt
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@ -35,15 +46,15 @@ Grafana OnCall Slack integration use a lot of Slack API features:
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lt --port 8080 -s pretty-turkey-83 --print-requests
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```
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3. If you use localtunnel, open your external URL and click "Continue" to allow requests to bypass the warning page.
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1. If using localtunnel, open your external URL and click **Continue** to allow requests to bypass the warning page.
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4. [Create a Slack Workspace](https://slack.com/create) for development, or use your company workspace.
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1. [Create a Slack Workspace](https://slack.com/create) for development, or use your company workspace.
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5. Go to https://api.slack.com/apps and click Create New App button
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1. Go to https://api.slack.com/apps and click **Create an App** .
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6. Select `From an app manifest` option and choose the right workspace
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1. Select `From an app manifest` option and select your workspace.
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7. Copy and paste the following block with the correct <YOUR_BOT_NAME> and <ONCALL_ENGINE_PUBLIC_URL> fields
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1. Replace the text with the following YAML code block . Be sure to replace `<YOUR_BOT_NAME>` and `<ONCALL_ENGINE_PUBLIC_URL>` fields with the appropriate information.
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```yaml
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_metadata:
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@ -133,7 +144,7 @@ lt --port 8080 -s pretty-turkey-83 --print-requests
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socket_mode_enabled: false
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```
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6. Go to your "OnCall" -> "Env Variables" and set:
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1. Set environment variables by navigating to your Grafana OnCall, then click **Env Variables** and set the following:
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```
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SLACK_CLIENT_OAUTH_ID = Basic Information -> App Credentials -> Client ID
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SLACK_CLIENT_OAUTH_SECRET = Basic Information -> App Credentials -> Client Secret
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@ -141,30 +152,40 @@ lt --port 8080 -s pretty-turkey-83 --print-requests
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SLACK_INSTALL_RETURN_REDIRECT_HOST = << OnCall external URL >>
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```
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7. Go to "OnCall" -> "ChatOps" -> "Slack" and install Slack Integration
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1. In OnCall, navigate to **ChatOps**, select Slack and click **Install Slack integration**.
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8. All set!
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1. Configure additional Slack settings.
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## Telegram Setup
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## Configure Telegram for Grafana OnCall OSS
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- Telegram integrations requires OnCall to be externally available and provide https endpoint.
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- Telegram integration in OnCall is designed for collaborative team work. It requires Telegram Group and a Telegram Channel (private) for alerts.
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The Telegram integration for Grafana OnCall is designed for collaborative team work and improved incident response. Refer to the following steps to configure the Telegram integration:
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1. Make sure your OnCall is up and running.
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1. Ensure your OnCall environment is up and running.
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2. Respectfully ask [BotFather](https://t.me/BotFather) for a key, put it in `TELEGRAM_TOKEN` in "OnCall" -> "Env Variables".
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1. Request [BotFather](https://t.me/BotFather) for a key, then add your key in `TELEGRAM_TOKEN` in your Grafana OnCall **Env Variables**.
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3. Set `TELEGRAM_WEBHOOK_HOST` with your external url for OnCall.
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1. Set `TELEGRAM_WEBHOOK_HOST` with your external URL for your Grafana OnCall.
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4. Go to "OnCall" -> "ChatOps" -> Telegram and enjoy!
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1. From the **ChatOps** tab in Grafana OnCall, click **Telegram**.
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## Grafana OSS-Cloud Setup
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## Connect Grafana Cloud to Grafana OnCall OSS
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Grafana OSS could be connected to Grafana Cloud for heartbeat and SMS / Phone Calls. We tried our best in making Grafana OSS <-> Cloud self-explanatory. Check "Cloud" page in your OSS OnCall instance.
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Open source Grafana OnCall can be connected to Grafana Cloud to configure a variety of notifications.
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Please note that it's possible either to use Grafana Cloud either Twilio for SMS/Phone calls.
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The benefits of connecting to Grafana Cloud include:
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- Heartbeat notification
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- SMS for user notifications
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- Phone calls for user notifications.
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## Twilio Setup
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To connect to Grafana Cloud, refer to the **Cloud** page in your OSS Grafana OnCall instance.
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1. Make sure Grafana OSS <-> Cloud connector is disabled. Set `GRAFANA_CLOUD_NOTIFICATIONS_ENABLED` as False.
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2. Check "OnCall" -> "Env Variables" and set all variables starting with `TWILIO_`
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>**NOTE:** As an alternative option to Grafana Cloud, phone call and SMS notifications can be configured using Twilio.
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## Connect Twilio for Grafana OnCall OSS
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Grafana OnCall supports Twilio SMS and phone call notifications delivery. If you prefer to configure SMS and phone call notifications using Twilio, complete the following steps:
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1. Set `GRAFANA_CLOUD_NOTIFICATIONS_ENABLED` as **False** to ensure the Grafana OSS <-> Cloud connector is disabled.
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1. From your **OnCall** environment, select **Env Variables** and configure all variables starting with `TWILIO_`.
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