OnCall open source edits

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alyssa wada 2022-06-14 16:52:36 -06:00
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# Open Source
# Grafana OnCall Open Source guide
We prepared three environments for OSS users:
- **Hobby** environment for local usage & playing around: [README.md](https://github.com/grafana/oncall#getting-started).
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.
This guide describes the necessary installation and configuration steps needed to configure OSS Grafana OnCall.
The intended audience for this guide includes:
- Grafana open source admins who are responsible for deploying and configuring Grafana OnCall.
- Grafana open source users who need to configure SMS and phone notifications using Grafana Cloud.
## Install Grafana OnCall OSS
There are three Grafana OnCall OSS environments available:
- **Hobby** playground environment for local usage: [README.md](https://github.com/grafana/oncall#getting-started)
- **Development** environment for contributors: [DEVELOPER.md](https://github.com/grafana/oncall/blob/dev/DEVELOPER.md)
- **Production** environment for reliable cloud installation using Helm: [Production Environment](#production-environment)
- **Production** environment for reliable cloud installation: [Production Environment](#production-environment)
## Production Environment
For detailed installation instructions and additional resources, refer to the OSS Grafana OnCall [README.md](https://github.com/grafana/oncall#getting-started)
We prepared the helm chart for production environment: https://github.com/grafana/oncall/helm
For more information on production environment installation, refer to the following OSS Grafana OnCall [production environment helm chart](https://github.com/grafana/oncall/helm)
## Slack Setup
Grafana OnCall Slack integration use a lot of Slack API features:
- Subscription on Slack events requires OnCall to be externally available and provide https endpoint.
- You will need to register new Slack App.
## Slack integration for Grafana OnCall OSS
1. Make sure your OnCall is up and running.
The Slack integration for Grafana OnCall leverages Slack API features to provide a customizable and useful integration.
### Before you begin
Review the following requirements to configure Slack for Grafana OnCall OSS:
- Ensure your Grafana OnCall environment is running.
- Grafana OnCall must be externally available and provide HTTPS endpoint to establish subscription on Slack events.
- Create a new Slack App from Grafana OnCall app manifest.
### Configure Slack for Grafana OnCall OSS
1. Ensure your Grafana OnCall environment is up and running.
2. Grafana OnCall must be accessible through HTTPS. For development purposes, it's recommend to use [localtunnel](https://github.com/localtunnel/localtunnel). For production purposes, consider establishing a proper web server with HTTPS termination.
For localtunnel, refer to the following configuration:
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:
```bash
# Choose the unique prefix instead of pretty-turkey-83
# Localtunnel will generate an url, e.g. https://pretty-turkey-83.loca.lt
@ -35,15 +57,15 @@ Grafana OnCall Slack integration use a lot of Slack API features:
lt --port 8080 -s pretty-turkey-83 --print-requests
```
3. If you use localtunnel, open your external URL and click "Continue" to allow requests to bypass the warning page.
3. If using localtunnel, open your external URL and click **Continue** to allow requests to bypass the warning page.
4. [Create a Slack Workspace](https://slack.com/create) for development, or use your company workspace.
5. Go to https://api.slack.com/apps and click Create New App button
5. Go to https://api.slack.com/apps and click **Create New App**
6. Select `From an app manifest` option and choose the right workspace
6. Select `From an app manifest` option and select your workspace.
7. Copy and paste the following block with the correct <YOUR_BOT_NAME> and <ONCALL_ENGINE_PUBLIC_URL> fields
7. Copy and paste the following block. Be sure to replace `YOUR_BOT_NAME` and `ONCALL_ENGINE_PUBLIC_URL` fields with the appropriate information.
```yaml
_metadata:
@ -133,7 +155,7 @@ lt --port 8080 -s pretty-turkey-83 --print-requests
socket_mode_enabled: false
```
6. Go to your "OnCall" -> "Env Variables" and set:
6. Set environment variables by navigating to your Grafana OnCall, then click **Env Variables** and set the following:
```
SLACK_CLIENT_OAUTH_ID = Basic Information -> App Credentials -> Client ID
SLACK_CLIENT_OAUTH_SECRET = Basic Information -> App Credentials -> Client Secret
@ -141,30 +163,48 @@ lt --port 8080 -s pretty-turkey-83 --print-requests
SLACK_INSTALL_RETURN_REDIRECT_HOST = << OnCall external URL >>
```
7. Go to "OnCall" -> "ChatOps" -> "Slack" and install Slack Integration
7. From OnCall, navigate to **ChatOps**, select Slack and click **Install Slack integration**.
8. All set!
8. Configure additional Slack settings as needed and your integration is ready for use.
## Telegram Setup
## Telegram integration for Grafana OnCall OSS
- Telegram integrations requires OnCall to be externally available and provide https endpoint.
- Telegram integration in OnCall is designed for collaborative team work. It requires Telegram Group and a Telegram Channel (private) for alerts.
The Telegram integration for Grafana OnCall is designed for collaborative team work and improved incident response.
### Before your begin
1. Make sure your OnCall is up and running.
Review the following requirements to configure Telegram for Grafana OnCall OSS:
- Ensure your Grafana OnCall environment is running.
- Grafana OnCall must be externally available and provide HTTPS endpoint to establish subscription on Telegram events.
- Create new Telegram Group and private Telegram channel for alerts.
2. Respectfully ask [BotFather](https://t.me/BotFather) for a key, put it in `TELEGRAM_TOKEN` in "OnCall" -> "Env Variables".
### Configure Telegram for Grafana OnCall OSS
3. Set `TELEGRAM_WEBHOOK_HOST` with your external url for OnCall.
1. Ensure your OnCall environment is up and running.
4. Go to "OnCall" -> "ChatOps" -> Telegram and enjoy!
2. Request [BotFather](https://t.me/BotFather) for a key, then add your key in `TELEGRAM_TOKEN` in your Grafana OnCall **Env Variables**.
## Grafana OSS-Cloud Setup
3. Set `TELEGRAM_WEBHOOK_HOST` with your external URL for your Grafana OnCall.
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.
4. From the **ChatOps** tab in Grafana OnCall, click **Telegram** and your integration is now ready for use.
Please note that it's possible either to use Grafana Cloud either Twilio for SMS/Phone calls.
## Connect Grafana Cloud to Grafana OnCall OSS
## Twilio Setup
Open source Grafana OnCall can be connected to Grafana Cloud to configure a variety of notifications.
1. Make sure Grafana OSS <-> Cloud connector is disabled. Set `GRAFANA_CLOUD_NOTIFICATIONS_ENABLED` as False.
2. Check "OnCall" -> "Env Variables" and set all variables starting with `TWILIO_`
The benefits of connecting to Grafana Cloud include:
- Heartbeat notification
- SMS for user notifications
- Phone calls for user notifications.
To connect to Grafana Cloud, refer to the **Cloud** page in your OSS Grafana OnCall instance.
>**NOTE:** As an alternative option to Grafana Cloud, phone call and SMS notifications can be configured using Twilio.
## Connect Twilio for Grafana OnCall OSS
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:
1. Set `GRAFANA_CLOUD_NOTIFICATIONS_ENABLED` as **False** to ensure the Grafana OSS <-> Cloud connector is disabled.
2. From your **OnCall** environment, select **Env Variables** and configure all variables starting with `TWILIO_`.