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doc: Mention the new migration commands
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nilmerg committed Oct 31, 2023
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81 changes: 53 additions & 28 deletions doc/10-Migration.md
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Expand Up @@ -23,41 +23,47 @@ 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.
Since Icinga Web v2.9.4, the 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 migrate navigation [--user=<username>] [--delete]`

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 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.

`icingacli migrate navigation [--user=<username>] [--delete]`
Since Icinga Web v2.12.1, this command does not duplicate items with the same name anymore. That is, if
you have a navigation item for the monitoring module that shares the name with one of Icinga DB Web, the
command leaves it untouched. Unless you pass the `--override` switch, which does what its name implies.

## 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.

Since Icinga Web v2.12.1, the migrate command allows you to migrate such dashboard items automatically:

`icingacli migrate toicingadb dashboard --user=<username> [--no-backup]`

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.
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 not recognized url is left unchanged:

**Input:**
```json
Expand Down Expand Up @@ -90,11 +96,12 @@ 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 +130,28 @@ 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.*`

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 Web in version v2.12.1 provides this migrate command:

`icingacli migrate toicingadb role [--role=<name>] [--group=<name>] [--override]`

By default, this only migrates roles with matching names or matching groups and doesn't change roles that were
already manually migrated. 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 may reset changes made to Icinga DB Web's permissions/restriction/denylist, which were
not equally applied to the monitoring module counterparts.

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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