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Recommend package installs & enhance installation & configuration docs
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yhabteab committed Sep 18, 2023
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18 changes: 18 additions & 0 deletions doc/01-About.md
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# Icinga Reporting

Icinga Reporting is the central component for reporting related functionality in the monitoring web frontend and
framework Icinga Web. The engine allows you to create reports over a specified time period for ad-hoc and scheduled
generation of reports. Other modules use the provided functionality in order to provide concrete reports.

## Host/Service SLA Reports

With Icinga DB Web there is no additional module required.

If you are still using the monitoring module, please also install the
[idoreports](https://github.com/Icinga/icingaweb2-module-idoreports) module.

## Documentation

* [Installation](02-Installation.md)
* [Configuration](03-Configuration.md)
* [Upgrading](80-Upgrading.md)
85 changes: 36 additions & 49 deletions doc/02-Installation.md
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# Installation
<!-- {% if index %} -->
# Installing Icinga Reporting

## Requirements
The recommended way to install Icinga Reporting and its dependencies is to use prebuilt packages for all supported
platforms from our official release repository. Please note that [Icinga Web](https://icinga.com/docs/icinga-web) is
required and if it is not already set up, it is best to do this first.

* PHP (>= 7.0)
* Icinga Web 2 (>= 2.9)
* Icinga Web 2 libraries:
* [Icinga PHP Library (ipl)](https://github.com/Icinga/icinga-php-library) (>= 0.12)
* [Icinga PHP Thirdparty](https://github.com/Icinga/icinga-php-thirdparty) (>= 0.10)
* Icinga Web 2 modules:
* [Icinga PDF Export](https://github.com/Icinga/icingaweb2-module-pdfexport) (>= 0.10)
* MySQL / MariaDB or PostgreSQL
* php-mbstring
To upgrade an existing Icinga Reporting installation to a newer version, see the [Upgrading](80-Upgrading.md) documentation
for the necessary steps.
<!-- {% else %} -->
<!-- {% if not icingaDocs %} -->

## Database Setup
## Installing the Package

### MySQL / MariaDB
If the [repository](https://packages.icinga.com) is not configured yet, please add it first.
Then use your distribution's package manager to install the `icinga-reporting` package
or install [from source](02-Installation.md.d/From-Source.md).
<!-- {% endif %} -->

The module needs a MySQL/MariaDB database with the schema that's provided in the `etc/schema/mysql.schema.sql` file.
## Setting up the Database

Example command for creating the MySQL/MariaDB database. Please change the password:
### Setting up a MySQL or MariaDB Database

The module needs a MySQL/MariaDB database with the schema that's provided in the `/usr/share/icingaweb2/modules/reporting/schema/mysql.schema.sql` file.
<!-- {% if not icingaDocs %} -->

**Note:** If you haven't installed this module from packages, then please adapt the schema path to the correct installation path.

<!-- {% endif %} -->

You can use the following sample command for creating the MySQL/MariaDB database. Please change the password:

```
CREATE DATABASE reporting;
Expand All @@ -28,14 +38,19 @@ GRANT SELECT, INSERT, UPDATE, DELETE, DROP, CREATE, CREATE VIEW, INDEX, EXECUTE
After, you can import the schema using the following command:

```
mysql -p -u root reporting < schema/mysql.schema.sql
mysql -p -u root reporting < /usr/share/icingaweb2/modules/reporting/schema/mysql.schema.sql
```

## PostgreSQL
## Setting up a PostgreSQL Database

The module needs a PostgreSQL database with the schema that's provided in the `/usr/share/icingaweb2/modules/reporting/schema/pgsql.schema.sql` file.
<!-- {% if not icingaDocs %} -->

The module needs a PostgreSQL database with the schema that's provided in the `etc/schema/pgsql.schema.sql` file.
**Note:** If you haven't installed this module from packages, then please adapt the schema path to the correct installation path.

Example command for creating the PostgreSQL database. Please change the password:
<!-- {% endif %} -->

You can use the following sample command for creating the PostgreSQL database. Please change the password:

```sql
CREATE USER reporting WITH PASSWORD 'secret';
Expand All @@ -49,36 +64,8 @@ CREATE DATABASE reporting
After, you can import the schema using the following command:

```
psql -U reporting reporting -a -f schema/pgsql.schema.sql
psql -U reporting reporting -a -f /usr/share/icingaweb2/modules/reporting/pgsql.schema.sql
```

## Module Installation

1. Install it [like any other module](https://icinga.com/docs/icinga-web-2/latest/doc/08-Modules/#installation).
Use `reporting` as name.

2. Once you've set up the database, create a new Icinga Web 2 resource for it using the
`Configuration -> Application -> Resources` menu. Make sure that you set the character set to `utf8mb4`.

3. The next step involves telling the Reporting module which database resource to use. This can be done in
`Configuration -> Modules -> reporting -> Backend`. If you've used `reporting` as name for the resource,
you can skip this step.

This concludes the installation. Now continue with the [configuration](03-Configuration.md).

## Scheduler Daemon

There is a daemon for generating and distributing reports on a schedule if configured:

```
icingacli reporting schedule run
```

This command schedules the execution of all applicable reports.

You may configure this command as `systemd` service. Just copy the example service definition from
`config/systemd/icinga-reporting.service` to `/etc/systemd/system/icinga-reporting.service` and enable it afterwards:

```
systemctl enable icinga-reporting.service
```
<!-- {% endif %} --><!-- {# end else if index #} -->
16 changes: 16 additions & 0 deletions doc/02-Installation.md.d/From-Source.md
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# Installing Icinga Reporting from Source

Please see the Icinga Web documentation on
[how to install modules](https://icinga.com/docs/icinga-web-2/latest/doc/08-Modules/#installation) from source.
Make sure you use `reporting` as the module name. The following requirements must also be met.

## Requirements

* PHP (≥7.2)
* MySQL or PostgreSQL PDO PHP libraries
* The following PHP modules must be installed: `mbstring`
* [Icinga Web](https://github.com/Icinga/icingaweb2) (≥2.9)
* [Icinga PHP Library (ipl)](https://github.com/Icinga/icinga-php-library) (≥0.13.0)
* [Icinga PHP Thirdparty](https://github.com/Icinga/icinga-php-thirdparty) (≥0.12.0)

<!-- {% include "02-Installation.md" %} -->
56 changes: 40 additions & 16 deletions doc/03-Configuration.md
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# Configuration

1. [Backend](#backend)
2. [Mail](#mail)
3. [Permissions](#permissions)
Icinga Reporting is configured via the web interface. Below you will find an overview of the necessary settings.

## Backend

If not already done during the installation of Icinga Reporting, setup the reporting database backend now.
Configuring the Icinga Reporting database backend now.

Create a new [Icinga Web 2 resource](https://icinga.com/docs/icingaweb2/latest/doc/04-Resources/#database)
for [Icinga Reporting's database](https://icinga.com/docs/icinga-reporting/latest/doc/02-Installation/#database-setup)
using the `Configuration -> Application -> Resources` menu.
1. Create a new resource for the Icinga Reporting via the `Configuration -> Application -> Resources` menu.

Then tell Icinga Reporting which database resource to use. This can be done in
`Configuration -> Modules -> reporting -> Backend`. If you've used `reporting`
as name for the resource, this is optional.
2. Configure the resource you just created as the database connection for the Icinga Reporting module using the
`Configuration Modules reporting Backend` menu. If you've used `reporting`
as name for the resource, this is optional.

## Mail

Expand All @@ -25,9 +21,37 @@ that is used as the sender's address (From) in E-mails.

There are four permissions that can be used to control what can be managed by whom.

Permission | Applies to
---------------------|----------------
reporting/reports | Reports (create, edit, delete)
reporting/schedules | Schedules (create, edit, delete)
reporting/templates | Templates (create, edit, delete)
reporting/timeframes | Timeframes (create, edit, delete)
| Permission | Applies to |
|----------------------|-----------------------------------|
| reporting/reports | Reports (create, edit, delete) |
| reporting/schedules | Schedules (create, edit, delete) |
| reporting/templates | Templates (create, edit, delete) |
| reporting/timeframes | Timeframes (create, edit, delete) |

## Icinga Reporting Daemon

There is a daemon for generating and distributing reports on a schedule if configured:

```
icingacli reporting schedule run
```

This command schedules the execution of all applicable reports.

The default `systemd` service of this module, shipped with package installations, uses this command as well.

<!-- {% if not icingaDocs %} -->

> **Note**
>
> If you haven't installed this module from packages, you have to configure this as a `systemd` service yourself by just
> copying the example service definition from `/usr/share/icingaweb2/modules/reporting/config/systemd/icinga-reporting.service`
> to `/etc/systemd/system/icinga-reporting.service`.
<!-- {% endif %} -->

You can run the following command to enable and start the daemon.

```
systemctl enable --now icinga-reporting.service
```

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