Skip to content

Latest commit

 

History

History
309 lines (212 loc) · 26.9 KB

getting-started.md

File metadata and controls

309 lines (212 loc) · 26.9 KB
Raw

Getting Started

This guide will walk through configuring GoAlert for general production use cases.

Most options in GoAlert are configured through the UI in the Admin page. In this guide, when configuring external services, those options will be referenced in the format: <Section.Option Name> where Section is the section/header within the admin page and Option Name refers to the label of the individual option being referenced.

The only hard requirement for GoAlert is a running Postgres instance/database.

Running Behind a Proxy

When running GoAlert behind a reverse proxy, make sure the --public-url includes the prefix path, if applicable. Ensure the proxy does not trim the prefix before passing the request to GoAlert; it will be handled internally.

Database

We recommend using Postgres 13 (or newer) for new installations as newer features will be used in the future.

GoAlert requires the pgcrypto extension enabled (you can enable it with CREATE EXTENSION pgcrypto;). Upon first startup, it will attempt to enable the extension if it's not already enabled, but this requires elevated privileges that may not be available in your setup.

Note: If you are using default install of Postgres on Debian (maybe others) you may run into an issue where the OOM (out of memory) killer terminates the supervisor process. More information along with steps to resolve can be found here.

Switchover

GoAlert natively supports database switchover functionality, allowing you to switch between databases with minimal disruption. This can be especially useful for maintenance, migration, or certain disaster recovery scenarios (it does require both old and new DB to be usable).

To perform a database switchover, GoAlert offers an easy-to-follow, step-by-step guide that you can find in the Switchover Guide. We strongly recommend reviewing this guide to understand the best practices and the sequence of steps involved.

Further information about the theory of operation and implementation is available in the swo package README.

Encryption of Sensitive Data

It is also recommended to set the --data-encryption-key which is used to encrypt sensitive information (like API keys) before transmitting to the database.

It can be set to any value as it is internally passed through a key derivation function. All instances of GoAlert must be configured to use the same key for things to work properly.

Running GoAlert

To run GoAlert, you can start the binary directly, or from a container image. You will need to specify the --db-url, --public-url, and --data-encryption-key you plan to use.

The following examples use postgres://goalert@localhost/goalert and super-awesome-secret-key respectively.

More information on Postgres connection strings can be found here.

Binary:

goalert --db-url postgres://goalert@localhost/goalert --data-encryption-key super-awesome-secret-key --public-url https://goalert.example.com

Container:

docker run -p 8081:8081 -e GOALERT_DB_URL=postgres://goalert@localhost/goalert -e GOALERT_DATA_ENCRYPTION_KEY=super-awesome-secret-key -e GOALERT_PUBLIC_URL=https://goalert.example.com goalert/goalert

You should see migrations applied followed by a Listening. message and an engine cycle start and end.

API Only Mode

When running multiple instances of GoAlert (e.g. in a kubernetes cluster) it is recommended to run a single instance in the default mode, and the rest with the --api-only flag set.

While it is safe to run multiple "engine" instances simultaneously, it is generally unnecessary and can cause unwanted contention. It is useful, however, to run an "engine" instance in separate geographic regions or availability zones. If messages fail to send from one (e.g. network outage), they may be retried in the other this way.

First Time Login

In order to log in to GoAlert initially you will need an admin user to start with. Afterwards you may enable other authentication methods through the UI, as well as disable basic (user/pass) login.

This can be done after GoAlert has started for the first time, and is safe to execute while GoAlert is running.

To do this, you may use the add-user subcommand:

$ goalert add-user -h
Adds a user for basic authentication.

Usage:
  goalert add-user [flags]

Flags:
      --admin            If specified, the user will be created with the admin role (ignored if user-id is provided).
      --email string     Specifies the email address of the new user (ignored if user-id is provided).
  -h, --help             help for add-user
      --pass string      Specify new users password (if blank, prompt will be given).
      --user string      Specifies the login username.
      --user-id string   If specified, the auth entry will be created for an existing user ID. Default is to create a new user.

Global Flags:
      --data-encryption-key string       Encryption key for sensitive data like signing keys. Used for encrypting new and decrypting existing data.
      --data-encryption-key-old string   Fallback key. Used for decrypting existing data only.
      --db-url string                    Connection string for Postgres.
      --db-url-next string               Connection string for the *next* Postgres server (enables DB switchover mode).
      --json                             Log in JSON format.
      --stack-traces                     Enables stack traces with all error logs.
  -v, --verbose                          Enable verbose logging.

Be sure to specify the --admin flag, as well as --db-url you plan to use.

Example usage:

goalert add-user --db-url $GOALERT_DB_URL --admin --user admin --email [email protected]
# Prompt will be given for password

Configuration

Upon logging in to GoAlert as an admin, you should see a link to the Admin page on the left nav-bar. The primary page in this section is Config and allows configuration of various providers and options.

GitHub Authentication

GoAlert supports GitHub's OAuth as an authentication method with the optional ability to limit logins to specified users, organizations or teams.

Follow GitHub's documentation on creating an OAuth App.

Using following as examples for required fields:

Field Example Value
Application name GoAlert
Homepage URL <GOALERT_PUBLIC_URL>
Authorization callback URL <GOALERT_PUBLIC_URL>/api/v2/identity/providers/github/callback

Document Client ID and Client Secret after creation and input into appropriate fields in GoAlert's Admin page.

Be sure to Enable GitHub authentication and New Users using the toggles and fill out Allowed Users or Allowed Orgs appropriately to restrict access.

Note: If you are limiting logins to an org or team, users will need to manually click on "Grant" access for the required org on first login (before authorizing).

OpenID Connect Authentication (OIDC)

GoAlert supports OpenID Connect as an authentication method.

You should be able to use any OIDC-compliant system as an authentication provider, but we'll use Google Identity Platform using OAuth 2.0 as an example following the Setting up OAuth 2.0 instructions.

When creating the user consent screen, use the following as examples for required fields:

Field Example Value
Application name GoAlert
Authorized domains <GOALERT_PUBLIC_URL>
Application Homepage link <GOALERT_PUBLIC_URL>
Application Privacy Policy link <GOALERT_PUBLIC_URL>

When creating the OAuth client ID, use the following as examples for required fields:

Field Example Value
Application type Web application
Name GoAlert
Authorized JavaScript origins <GOALERT_PUBLIC_URL>
Authorized redirect URIs <GOALERT_PUBLIC_URL>/api/v2/identity/providers/oidc/callback

Document Client ID and Client Secret after creation and input into appropriate fields in GoAlert's Admin page under the OIDC section.

Be sure to Enable OIDC authentication and New Users using the toggles.

  • Set Override Name to Google (not required).
  • Set Issuer URL to https://accounts.google.com

Note: An application like Dex can be used to integrate with many other auth systems and provide an OIDC method for GoAlert.

Mailgun

GoAlert supports creating alerts by email via Mailgun integration.

From the Admin page in GoAlert, under the Mailgun section, set your Email Domain and API Key. The API Key may be found under the Security section in the Mailgun website (click your name in the top bar and select it from the drop down) it is labeled as Private API Key.

To configure Mailgun to forward to GoAlert:

  1. Go to Receiving
  2. Click Create Route
  3. Set Expression Type to Match Recipient
  4. Set Recipient to .*@<Mailgun.Email Domain>
  5. Check Forward
  6. In the forward box, enter <GOALERT_PUBLIC_URL>/api/v2/mailgun/incoming
  7. Click Create Route

Email/SMTP

GoAlert supports creating alerts from emails received directly as a SMTP server (as an alternative to using Mailgun).

You'll need to create an MX-type DNS record for your GoAlert server.

Note: This SMTP server only handles incoming messages/generating alerts; it will not send outgoing mail. For notifying users via email, you can configure an external SMTP server integration in the admin UI.

To enable the built-in SMTP ingress, pass the --smtp-listen and/or --smtp-listen-tls flag with the address to listen on, e.g. --smtp-listen=0.0.0.0:9025. You may use both flags with different ports. You must also provide a domain name with --email-integration-domain, to be used for generating the alert-creating email addresses.

If you use the TLS variant, you must also pass the TLS cert and key. To do so, use either --smtp-tls-cert-file and --smtp-tls-key-file (with paths to the cert and key files) or --smtp-tls-cert-data and --smtp-tls-key-data to pass the cert and key data directly as strings. The cert and key must be PEM-encoded.

By default, only the --email-integration-domain will be allowed for the TO address on incoming emails. To allow other domains, you can pass a comma-separated list of domains to --smtp-additional-domains, e.g. --smtp-allowed-domains="example.com,foo.io". Messages addressed to domains not matching the given list will be rejected.

Slack

GoAlert supports generating a notification to a Slack channel as part of the Escalation Policy.

For the time being you will need to create your own Slack app in your workspace for GoAlert to interface with.

To configure Slack, first create a workspace or log in to an existing one.

  1. Open the Slack section of the GoAlert Admin page
  2. Click App Manifest
  3. Click Create New App
  4. Follow the prompts to install the app in your workspace

You may now configure the Slack section of the GoAlert Admin page.

  • You may find your Access Token under OAuth & Permissions -- it is the Bot User OAuth Access Token
  • Client ID, Client Secret, and Signing Secret are found under Basic Information in the App Credentials section.

Be sure to Enable Slack using the toggle.

You must invite the new app (e.g. GoAlert) by typing /invite @GoAlert in the desired Slack channel(s).

To have Interactive Messages work, you will need to link Slack and GoAlert users using a tool like goalert-slack-email-sync in this repo. This will be made easier (e.g., user-initiated) in the future.

Twilio

GoAlert relies on bidirectional communication (outbound & inbound) with certain third-party services in order to provide convenient alerting capabilities.

For voice and SMS notifications to function, you will need a notification provider configured. Currently the only supported provider is Twilio.

Get started with a free trial account in order to configure GoAlert. Twilio's Free Trial Guide details the account setup instructions and limitations. After your trial account is created, click on Get a Trial Number from the Twilio Dashboard. Configure GoAlert to use your trial account by copying & pasting the following fields into the respective GoAlert fields (on the Admin page):

In the Twilio section of the Admin page:

Twilio Dashboard GoAlert Admin Page
TRIAL NUMBER From Number
ACCOUNT SID Account SID
AUTH TOKEN Auth Token

Be sure to Enable Twilio using the toggle.

In order for incoming SMS messages to be processed, the message callback URL must be set within Twilio.

From Twilio Dashboard, navigate to Phone Numbers and click on your trial phone number.

  • Under Messaging section, update the webhook URL for A MESSAGE COMES IN to <GOALERT_PUBLIC_URL>/api/v2/twilio/message

Twilio trial account limitations (if you decide to upgrade your Twilio account these go away):

  • SMS: The message "Sent from your Twilio trial account" is prepended to all SMS messages
  • Voice: "You have a trial account..." verbal message before GoAlert message.

CLI Flags

Additional options are available for running GoAlert in the form of CLI flags. Their corresponding environment variable names are listed as well.

Flag Environment Variable Description
--db-url GOALERT_DB_URL Connection string for Postgres.
--db-url-next GOALERT_DB_URL_NEXT Connection string for the next Postgres server (enables DB switchover mode).
--public-url GOALERT_PUBLIC_URL Externally routable URL to the application. Used for validating callback requests, links, auth, and prefix calculation.
--data-encryption-key GOALERT_DATA_ENCRYPTION_KEY Used to generate an encryption key for sensitive data like signing keys. Can be any length. only use this when performing a switchover.
--data-encryption-key-old GOALERT_DATA_ENCRYPTION_KEY_OLD Fallback key. Used for decrypting existing data only. only necessary when changing --data-encryption-key.
--api-only GOALERT_API_ONLY Starts in API-only mode (schedules & notifications will not be processed). Useful in clusters.
--db-max-idle GOALERT_DB_MAX_IDLE Max idle DB connections. (default 5)
--db-max-open GOALERT_DB_MAX_OPEN Max open DB connections. (default 15)
--disable-https-redirect GOALERT_DISABLE_HTTPS_REDIRECT Disable automatic HTTPS redirects.
--enable-secure-headers GOALERT_ENABLE_SECURE_HEADERS Enable secure headers (X-Frame-Options, X-Content-Type-Options, X-XSS-Protection, Content-Security-Policy).
--email-integration-domain GOALERT_EMAIL_INTEGRATION_DOMAIN This flag is required to set the domain used for email integration keys when --smtp-listen or --smtp-listen-tls are set.
--engine-cycle-time GOALERT_ENGINE_CYCLE_TIME Time between engine cycles. (default 5s)
--experimental GOALERT_EXPERIMENTAL Enable experimental features.
--github-base-url GOALERT_GITHUB_BASE_URL Base URL for GitHub auth and API calls.
--help - Help about any command
--json GOALERT_JSON Log in JSON format.
--list-experimental GOALERT_LIST_EXPERIMENTAL List experimental features.
--listen GOALERT_LISTEN Listen address:port for the application. (default "localhost:8081")
--listen-prometheus GOALERT_LISTEN_PROMETHEUS Bind address for Prometheus metrics.
--listen-sysapi GOALERT_LISTEN_SYSAPI (Experimental) Listen address:port for the system API (gRPC).
--listen-tls GOALERT_LISTEN_TLS HTTPS listen address:port for the application. Requires setting --tls-cert-data and --tls-key-data OR --tls-cert-file and --tls-key-file.
--log-engine-cycles GOALERT_LOG_ENGINE_CYCLES Log start and end of each engine cycle.
--log-errors-only GOALERT_LOG_ERRORS_ONLY Only log errors (superseeds other flags).
--log-requests GOALERT_LOG_REQUESTS Log all HTTP requests. If false, requests will be logged for debug/trace contexts only.
--max-request-body-bytes GOALERT_MAX_REQUEST_BODY_BYTES Max body size for all incoming requests (in bytes). Set to 0 to disable limit. (default 262144)
--max-request-header-bytes GOALERT_MAX_REQUEST_HEADER_BYTES Max header size for all incoming requests (in bytes). Set to 0 to disable limit. (default 4096)
--region-name GOALERT_REGION_NAME Name of region for message processing (case sensitive). Only one instance per-region-name will process outgoing messages. (default "default")
--slack-base-url GOALERT_SLACK_BASE_URL Override the Slack base URL.
--smtp-additional-domains GOALERT_SMTP_ADDITIONAL_DOMAINS Specifies additional destination domains that are allowed for the SMTP server. For multiple domains, separate them with a comma, e.g., "domain1.com,domain2.org,domain3.net".
--smtp-listen GOALERT_SMTP_LISTEN Listen address:port for an internal SMTP server.
--smtp-listen-tls GOALERT_SMTP_LISTEN_TLS SMTPS listen address:port for an internal SMTP server. Requires setting --smtp-tls-cert-data and --smtp-tls-key-data OR --smtp-tls-cert-file and --smtp-tls-key-file.
--smtp-max-recipients GOALERT_SMTP_MAX_RECIPIENTS Specifies the maximum number of recipients allowed per message. (default 1)
--smtp-tls-cert-data GOALERT_SMTP_TLS_CERT_DATA Specifies a PEM-encoded certificate. Has no effect if --smtp-listen-tls is unset.
--smtp-tls-cert-file GOALERT_SMTP_TLS_CERT_FILE Specifies a path to a PEM-encoded certificate. Has no effect if --smtp-listen-tls is unset.
--smtp-tls-key-data GOALERT_SMTP_TLS_KEY_DATA Specifies a PEM-encoded private key. Has no effect if --smtp-listen-tls is unset.
--smtp-tls-key-file GOALERT_SMTP_TLS_KEY_FILE Specifies a path to a PEM-encoded private key file. Has no effect if --smtp-listen-tls is unset.
--stack-traces GOALERT_STACK_TRACES Enables stack traces with all error logs.
--status-addr GOALERT_STATUS_ADDR Open a port to emit status updates. Connections are closed when the server shuts down. Can be used to keep containers running until GoAlert has exited.
--strict-experimental GOALERT_STRICT_EXPERIMENTAL Fail to start if unknown experimental features are specified.
--stub-notifiers GOALERT_STUB_NOTIFIERS If true, notification senders will be replaced with a stub notifier that always succeeds (useful for staging/sandbox environments).
--sysapi-ca-file GOALERT_SYSAPI_CA_FILE (Experimental) Specifies a path to a PEM-encoded certificate(s) to authorize connections from plugin services.
--sysapi-cert-file GOALERT_SYSAPI_CERT_FILE (Experimental) Specifies a path to a PEM-encoded certificate to use when connecting to plugin services.
--sysapi-key-file GOALERT_SYSAPI_KEY_FILE (Experimental) Specifies a path to a PEM-encoded private key file use when connecting to plugin services.
--tls-cert-data GOALERT_TLS_CERT_DATA Specifies a PEM-encoded certificate. Has no effect if --listen-tls is unset.
--tls-cert-file GOALERT_TLS_CERT_FILE Specifies a path to a PEM-encoded certificate. Has no effect if --listen-tls is unset.
--tls-key-data GOALERT_TLS_KEY_DATA Specifies a PEM-encoded private key. Has no effect if --listen-tls is unset.
--tls-key-file GOALERT_TLS_KEY_FILE Specifies a path to a PEM-encoded private key file. Has no effect if --listen-tls is unset.
--twilio-base-url GOALERT_TWILIO_BASE_URL Override the Twilio API URL.
--ui-dir GOALERT_UI_DIR Serve UI assets from a local directory instead of from memory.
--verbose, -v GOALERT_VERBOSE Enable verbose logging.