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doc: Mention the new migration commands
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nilmerg committed Nov 13, 2023
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12 changes: 10 additions & 2 deletions doc/05-Upgrading.md
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Expand Up @@ -11,11 +11,19 @@ We've extended our filter syntax to include new signs for *like* and *unlike* co
respectively. The *equal* (`=`) and *unequal* (`!=`) operators won't perform any wildcard matching anymore due to
this. If you have dashboards, navigation items or bookmarks that attempt to perform wildcard matching with *equal*/
*unequal* comparisons, the migration widget in the top right will toggle and suggest you an automatically transformed
alternative. If you have restrictions set up which do this, you'll have to manually adjust them and replace `=` with
`~` and `!=` with `!~`.
alternative.

Please note that due to our release process, this change already affects installations of Icinga DB Web v1.0.x.

The module's migration command already performs the transformations necessary once you migrate navigation items,
dashboards and roles. (As described in the [Migration](10-Migration.md) chapter.) If you already migrated such
manually in the past, and you don't want to perform the entire migration again, you can use the following command
to only transform filters of such:

`icingacli icingadb migrate filter [--no-backup]`

By default, this creates backups of menu items, dashboards and roles. Pass `--no-backup` to disable this.

## Upgrading to Icinga DB Web v1.0

**Requirements**
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86 changes: 57 additions & 29 deletions doc/10-Migration.md
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Expand Up @@ -23,41 +23,49 @@ The rules previously configured at `Configuration -> Modules -> monitoring -> Se
roles configuration as a new restriction. This is called `icingadb/protect/variables` and accepts the same
rules. Just copy them over.

## Dashboards and Navigation
## Navigation

![Url Migration Preview](res/url-migration-preview.png)
The monitoring module provides two custom navigation item types: `host-action` and `service-action`
Icinga DB Web does the same, though uses different type names to achieve that: `icingadb-host-action`
and `icingadb-service-action`

The dashboard and menu item configuration does not change since these are related
to Icinga Web 2. However, if you've used the monitoring module's urls and you want
to update them, this might be straight forward if it's only the url path that needs
to change. Complex filters though can be cumbersome to rewrite.
With Icinga DB Web 1.1, its migrate command allows you to migrate these navigation items automatically:

That is why we provided the migration widget shown above. It will show up for every
monitoring module url for which there is a counterpart in Icinga DB Web. You can then
switch to the respective view in Icinga DB Web with a single click and either use the
new url from the address bar or add it the usual way to the dashboard and sidebar.
`icingacli icingadb migrate navigation --user=<name> [--no-backup] [--override]`

Host and service actions on the other hand are part of the monitoring module. For them
Icinga DB Web provides their own counterparts. You don't need to migrate them manually
though. The `migrate` command of Icinga Web 2 (>= v2.9.4) provides an action for that:
By default, this only migrates navigation items of specific users and keeps the old ones. The `--user`
switch expects a username, with optional wildcards (`*`) to match multiple users. `--user=*` matches
all users. Pass `--no-backup` to fully remove the old monitoring navigation items.

`icingacli migrate navigation [--user=<username>] [--delete]`
A similar version of this command has already been available since Icinga Web 2.9.4. Due to this, the new
command allows you to perform the migration from scratch again with the `--override` switch. (Provided you
still have the old navigation items.) Otherwise, already migrated items are ignored. That's also a difference
to the previous command, which duplicated items instead.

By default this will migrate the configuration of all users and won't delete the old
ones. It can be restricted to a single user and the removal of the old configuration
can be enabled as well.
## Dashboards

The dashboard item configuration does not change since it is related to Icinga Web. However, items that
reference views of the monitoring module should be changed in order to permanently reference views of
Icinga DB Web.

With Icinga DB Web 1.1, its migrate command allows you to migrate such dashboard items automatically:

`icingacli icingadb migrate dashboard --user=<name> [--no-backup]`

By default, this only migrates dashboards of specific users and creates backups. The `--user` switch
expects a username, with optional wildcards (`*`) to match multiple users. `--user=*` matches all users.
Pass `--no-backup` to disable backup creation. Please note, if you do so, that this makes resetting
changes more difficult.

### Automation

For those who have a plethora of custom dashboards or navigation items there is also
a way to automate the migration of these urls. There is an API endpoint in Icinga DB
Web that the very same widget from above utilizes:
For those who integrate Icinga Web into e.g. custom dashboards, there is also a way to automate the
migration of urls. An API endpoint in Icinga DB Web allows for this:

`/icingaweb2/icingadb/migrate/monitoring-url`

If you `POST` a JSON list there, you'll get a JSON list back with the transformed
urls in it. The returned list is ordered the same and any not recognized url is left
unchanged:
If you `POST` a JSON list there, you'll get a JSON list back with the transformed urls in it.
The returned list is ordered the same and any unrecognized url is left unchanged:

**Input:**
```json
Expand Down Expand Up @@ -90,11 +98,12 @@ If you pass this to the host and service list of Icinga DB Web, you'll get an en
have full control over the information displayed. The parameter accepts a comma separated list of columns. This list
also defines the order in which the columns are shown.

As of now, there is no dedicated control in the UI to conveniently choose those columns. You can use all columns however,
which are valid in the search bar as well. The migration widget mentioned earlier also assists you by providing an
example set of columns conveying the same information shown in the monitoring module lists.
As of now, there is no dedicated control in the UI to conveniently choose those columns. You can use all columns
however, which are valid in the search bar as well. The migration widget, that's shown if you have access to
monitoring and Icinga DB Web, also assists you by providing an example set of columns conveying the same information
shown in the monitoring module lists.

## Restrictions
## Access Control

### `monitoring/filter/objects`

Expand Down Expand Up @@ -123,10 +132,29 @@ but with some features removed:

Check the [security chapter](04-Security.md#variable-paths) for more details.

## Permissions
### Permissions

The command permissions have not changed. It is only the module identifier that has changed of course:
`monitoring.command.*` is now `icingadb.command.*`
`monitoring/command/*` is now `icingadb/command/*`

The `no-monitoring/contacts` permission (or *fake refusal*) is now a restriction: `icingadb/denylist/routes`.
Add `users,usergroups` to it to achieve the same effect.

### Perform The Migration

To apply the necessary changes automatically, Icinga DB Web 1.1 provides this command:

`icingacli icingadb migrate role [--role=<name>] [--group=<name>] [--override] [--no-backup]`

By default, this only migrates roles with matching names or matching groups, doesn't change roles that were
already manually migrated and creates backups. Either `--role` or `--group` must be passed, but not both.
Both accept wildcards and just `*` matches all roles. Pass `--override` to forcefully update roles that appear
to be already migrated. Please note that this will reset changes made to Icinga DB Web's rules, which were not
equally applied to their monitoring module counterparts. Pass `--no-backup` to disable backup creation. Please
note, if you do so, that this makes resetting changes more difficult.

With respect to permissions, the command will only migrate the command permissions. If a role grants full or
general access to the monitoring module, this is not automatically migrated. You have to adjust this manually.
It gives you the chance to review the performed changes, before letting them loose on your users. Please also
take in mind, that Icinga DB Web handles permissions and restrictions differently. Our blog provides details
on that: https://icinga.com/blog/2021/04/07/web-access-control-redefined/#icingadb-permission-linkage
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