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Split action types into own page (#63516)
* Split action types into own page * Update docs/user/alerting/action-types.asciidoc Co-Authored-By: gchaps <33642766+gchaps@users.noreply.github.com> * Apply changes based on feedback Co-authored-by: gchaps <33642766+gchaps@users.noreply.github.com>
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docs/user/alerting/action-types.asciidoc

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[[action-types]]
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== Action and connector types
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{kib} provides the following types of actions:
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Actions are Kibana services or integrations with third-party systems that run as background tasks on the Kibana server when alert conditions are met. {kib} provides the following types of actions:
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* <<email-action-type, Email>>
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* <<index-action-type, Index>>
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* <<pagerduty-action-type, PagerDuty>>
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* <<server-log-action-type, ServerLog>>
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* <<slack-action-type, Slack>>
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* <<webhook-action-type, Webhook>>
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[cols="2"]
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|===
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This section describes how to configure connectors and actions for each type.
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a| <<email-action-type, Email>>
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[NOTE]
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==============================================
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Some action types are paid commercial features, while others are free.
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For a comparison of the Elastic license levels,
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see https://www.elastic.co/subscriptions[the subscription page].
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==============================================
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[float]
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[[email-action-type]]
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=== Email
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The email action type uses the SMTP protocol to send mail message, using an integration of https://nodemailer.com/[Nodemailer]. Email message text is sent as both plain text and html text.
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[float]
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[[email-connector-configuration]]
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==== Connector configuration
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Email connectors have the following configuration properties:
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Name:: The name of the connector. The name is used to identify a connector in the management UI connector listing, or in the connector list when configuring an action.
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Sender:: The from address for all emails sent with this connector, specified in `user@host-name` format.
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Host:: Host name of the service provider. If you are using the <<action-settings, `xpack.actions.whitelistedHosts`>> setting, make sure this hostname is whitelisted.
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Port:: The port to connect to on the service provider.
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Secure:: If true the connection will use TLS when connecting to the service provider. See https://nodemailer.com/smtp/#tls-options[nodemailer TLS documentation] for more information.
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Username:: username for 'login' type authentication.
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Password:: password for 'login' type authentication.
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[float]
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[[email-action-configuration]]
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==== Action configuration
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Email actions have the following configuration properties:
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To, CC, BCC:: Each is a list of addresses. Addresses can be specified in `user@host-name` format, or in `name <user@host-name>` format. One of To, CC, or BCC must contain an entry.
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Subject:: The subject line of the email.
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Message:: The message text of the email. Markdown format is supported.
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[float]
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[[index-action-type]]
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=== Index
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The index action type will index a document into {es}.
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[float]
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[[index-connector-configuration]]
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==== Connector configuration
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Index connectors have the following configuration properties:
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Name:: The name of the connector. The name is used to identify a connector in the management UI connector listing, or in the connector list when configuring an action.
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Index:: The {es} index to be written to.
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Refresh:: Setting for the {ref}/docs-refresh.html[refresh] policy for the write request.
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Execution time field:: This field will be automatically set to the time the alert condition was detected.
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[float]
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[[index-action-configuration]]
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==== Action configuration
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Index actions have the following properties:
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Document:: The document to index in json format.
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[float]
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[[pagerduty-action-type]]
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=== PagerDuty
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The PagerDuty action type uses the https://v2.developer.pagerduty.com/docs/events-api-v2[v2 Events API] to trigger, acknowledge, and resolve PagerDuty alerts.
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[float]
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[[pagerduty-connector-configuration]]
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==== Connector configuration
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| Send email from your server.
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PagerDuty connectors have the following configuration properties:
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a| <<index-action-type, Index>>
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Name:: The name of the connector. The name is used to identify a connector in the management UI connector listing, or in the connector list when configuring an action.
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API URL:: An optional PagerDuty event URL. Defaults to `https://events.pagerduty.com/v2/enqueue`. If you are using the <<action-settings, `xpack.actions.whitelistedHosts`>> setting, make sure the hostname is whitelisted.
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Routing Key:: A 32 character PagerDuty Integration Key for an integration on a service or on a global ruleset.
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| Index data into Elasticsearch.
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[float]
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[[pagerduty-action-configuration]]
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==== Action configuration
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a| <<pagerduty-action-type, PagerDuty>>
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PagerDuty actions have the following properties:
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| Send an event in PagerDuty.
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Severity:: The perceived severity of on the affected system. This can be one of `Critical`, `Error`, `Warning` or `Info`(default).
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Event action:: One of `Trigger` (default), `Resolve`, or `Acknowledge`. See https://v2.developer.pagerduty.com/docs/events-api-v2#event-action[event action] for more details.
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Dedup Key:: All actions sharing this key will be associated with the same PagerDuty alert. This value is used to correlate trigger and resolution. This value is *optional*, and if unset defaults to `action:<action saved object id>`. The maximum length is *255* characters. See https://v2.developer.pagerduty.com/docs/events-api-v2#alert-de-duplication[alert deduplication] for details.
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Timestamp:: An *optional* https://v2.developer.pagerduty.com/v2/docs/types#datetime[ISO-8601 format date-time], indicating the time the event was detected or generated.
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Component:: An *optional* value indicating the component of the source machine that is responsible for the event, for example `mysql` or `eth0`.
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Group:: An *optional* value indicating the logical grouping of components of a service, for example `app-stack`.
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Source:: An *optional* value indicating the affected system, preferably a hostname or fully qualified domain name. Defaults to the {kib} saved object id of the action.
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Summary:: An *optional* text summary of the event, defaults to `No summary provided`. The maximum length is 1024 characters.
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Class:: An *optional* value indicating the class/type of the event, for example `ping failure` or `cpu load`.
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a| <<server-log-action-type, ServerLog>>
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For more details on these properties, see https://v2.developer.pagerduty.com/v2/docs/send-an-event-events-api-v2[PagerDuty v2 event parameters].
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| Add a message to a Kibana log.
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[float]
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[[server-log-action-type]]
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=== Server log
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a| <<slack-action-type, Slack>>
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This action type writes and entry to the {kib} server log.
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| Send a message to a Slack channel or user.
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[float]
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[[server-log-connector-configuration]]
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==== Connector configuration
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a| <<webhook-action-type, Webhook>>
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Server log connectors have the following configuration properties:
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| Send a request to a web service.
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|===
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Name:: The name of the connector. The name is used to identify a connector in the management UI connector listing, or in the connector list when configuring an action.
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[float]
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[[server-log-action-configuration]]
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==== Action configuration
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Server log actions have the following properties:
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Message:: The message to log.
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[float]
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[[slack-action-type]]
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=== Slack
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The Slack action type uses https://api.slack.com/incoming-webhooks[Slack Incoming Webhooks].
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[float]
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[[slack-connector-configuration]]
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==== Connector configuration
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Slack connectors have the following configuration properties:
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Name:: The name of the connector. The name is used to identify a connector in the management UI connector listing, or in the connector list when configuring an action.
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Webhook URL:: The URL of the incoming webhook. See https://api.slack.com/messaging/webhooks#getting_started[Slack Incoming Webhooks] for instructions on generating this URL. If you are using the <<action-settings, `xpack.actions.whitelistedHosts`>> setting, make sure the hostname is whitelisted.
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[float]
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[[slack-action-configuration]]
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==== Action configuration
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Slack actions have the following properties:
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Message:: The message text, converted to the `text` field in the Webhook JSON payload. Currently only the text field is supported. Markdown, images, and other advanced formatting are not yet supported.
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[float]
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[[webhook-action-type]]
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=== Webhook
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The Webhook action type uses https://github.com/axios/axios[axios] to send a POST or PUT request to a web service.
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[float]
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[[webhook-connector-configuration]]
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==== Connector configuration
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Webhook connectors have the following configuration properties:
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Name:: The name of the connector. The name is used to identify a connector in the management UI connector listing, or in the connector list when configuring an action.
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URL:: The request URL. If you are using the <<action-settings, `xpack.actions.whitelistedHosts`>> setting, make sure the hostname is whitelisted.
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Method:: HTTP request method, either `post`(default) or `put`.
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Headers:: A set of key-value pairs sent as headers with the request
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User:: An optional username. If set, HTTP basic authentication is used. Currently only basic authentication is supported.
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Password:: An optional password. If set, HTTP basic authentication is used. Currently only basic authentication is supported.
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[float]
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[[webhook-action-configuration]]
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==== Action configuration
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Webhook actions have the following properties:
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[NOTE]
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==============================================
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Some action types are paid commercial features, while others are free.
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For a comparison of the Elastic subscription levels,
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see https://www.elastic.co/subscriptions[the subscription page].
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==============================================
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Body:: A json payload sent to the request URL.
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include::action-types/email.asciidoc[]
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include::action-types/index.asciidoc[]
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include::action-types/pagerduty.asciidoc[]
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include::action-types/server-log.asciidoc[]
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include::action-types/slack.asciidoc[]
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include::action-types/webhook.asciidoc[]
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[role="xpack"]
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[[email-action-type]]
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== Email action type
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The email action type uses the SMTP protocol to send mail message, using an integration of https://nodemailer.com/[Nodemailer]. Email message text is sent as both plain text and html text.
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[float]
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[[email-connector-configuration]]
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==== Connector configuration
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Email connectors have the following configuration properties:
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Name:: The name of the connector. The name is used to identify a connector in the management UI connector listing, or in the connector list when configuring an action.
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Sender:: The from address for all emails sent with this connector, specified in `user@host-name` format.
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Host:: Host name of the service provider. If you are using the <<action-settings, `xpack.actions.whitelistedHosts`>> setting, make sure this hostname is whitelisted.
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Port:: The port to connect to on the service provider.
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Secure:: If true the connection will use TLS when connecting to the service provider. See https://nodemailer.com/smtp/#tls-options[nodemailer TLS documentation] for more information.
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Username:: username for 'login' type authentication.
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Password:: password for 'login' type authentication.
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[float]
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[[email-action-configuration]]
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==== Action configuration
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Email actions have the following configuration properties:
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To, CC, BCC:: Each is a list of addresses. Addresses can be specified in `user@host-name` format, or in `name <user@host-name>` format. One of To, CC, or BCC must contain an entry.
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Subject:: The subject line of the email.
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Message:: The message text of the email. Markdown format is supported.
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[role="xpack"]
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[[index-action-type]]
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== Index action type
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The index action type will index a document into {es}.
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[float]
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[[index-connector-configuration]]
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==== Connector configuration
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Index connectors have the following configuration properties:
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Name:: The name of the connector. The name is used to identify a connector in the management UI connector listing, or in the connector list when configuring an action.
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Index:: The {es} index to be written to.
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Refresh:: Setting for the {ref}/docs-refresh.html[refresh] policy for the write request.
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Execution time field:: This field will be automatically set to the time the alert condition was detected.
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[float]
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[[index-action-configuration]]
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==== Action configuration
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Index actions have the following properties:
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Document:: The document to index in json format.
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[role="xpack"]
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[[pagerduty-action-type]]
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== PagerDuty action type
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The PagerDuty action type uses the https://v2.developer.pagerduty.com/docs/events-api-v2[v2 Events API] to trigger, acknowledge, and resolve PagerDuty alerts.
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[float]
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[[pagerduty-connector-configuration]]
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==== Connector configuration
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PagerDuty connectors have the following configuration properties:
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Name:: The name of the connector. The name is used to identify a connector in the management UI connector listing, or in the connector list when configuring an action.
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API URL:: An optional PagerDuty event URL. Defaults to `https://events.pagerduty.com/v2/enqueue`. If you are using the <<action-settings, `xpack.actions.whitelistedHosts`>> setting, make sure the hostname is whitelisted.
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Routing Key:: A 32 character PagerDuty Integration Key for an integration on a service or on a global ruleset.
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[float]
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[[pagerduty-action-configuration]]
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==== Action configuration
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PagerDuty actions have the following properties:
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Severity:: The perceived severity of on the affected system. This can be one of `Critical`, `Error`, `Warning` or `Info`(default).
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Event action:: One of `Trigger` (default), `Resolve`, or `Acknowledge`. See https://v2.developer.pagerduty.com/docs/events-api-v2#event-action[event action] for more details.
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Dedup Key:: All actions sharing this key will be associated with the same PagerDuty alert. This value is used to correlate trigger and resolution. This value is *optional*, and if unset defaults to `action:<action saved object id>`. The maximum length is *255* characters. See https://v2.developer.pagerduty.com/docs/events-api-v2#alert-de-duplication[alert deduplication] for details.
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Timestamp:: An *optional* https://v2.developer.pagerduty.com/v2/docs/types#datetime[ISO-8601 format date-time], indicating the time the event was detected or generated.
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Component:: An *optional* value indicating the component of the source machine that is responsible for the event, for example `mysql` or `eth0`.
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Group:: An *optional* value indicating the logical grouping of components of a service, for example `app-stack`.
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Source:: An *optional* value indicating the affected system, preferably a hostname or fully qualified domain name. Defaults to the {kib} saved object id of the action.
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Summary:: An *optional* text summary of the event, defaults to `No summary provided`. The maximum length is 1024 characters.
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Class:: An *optional* value indicating the class/type of the event, for example `ping failure` or `cpu load`.
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For more details on these properties, see https://v2.developer.pagerduty.com/v2/docs/send-an-event-events-api-v2[PagerDuty v2 event parameters].
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[role="xpack"]
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[[server-log-action-type]]
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== Server log action type
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This action type writes and entry to the {kib} server log.
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[float]
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[[server-log-connector-configuration]]
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==== Connector configuration
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Server log connectors have the following configuration properties:
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Name:: The name of the connector. The name is used to identify a connector in the management UI connector listing, or in the connector list when configuring an action.
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[float]
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[[server-log-action-configuration]]
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==== Action configuration
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Server log actions have the following properties:
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Message:: The message to log.
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[role="xpack"]
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[[slack-action-type]]
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== Slack action type
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The Slack action type uses https://api.slack.com/incoming-webhooks[Slack Incoming Webhooks].
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[float]
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[[slack-connector-configuration]]
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==== Connector configuration
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Slack connectors have the following configuration properties:
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Name:: The name of the connector. The name is used to identify a connector in the management UI connector listing, or in the connector list when configuring an action.
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Webhook URL:: The URL of the incoming webhook. See https://api.slack.com/messaging/webhooks#getting_started[Slack Incoming Webhooks] for instructions on generating this URL. If you are using the <<action-settings, `xpack.actions.whitelistedHosts`>> setting, make sure the hostname is whitelisted.
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[float]
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[[slack-action-configuration]]
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==== Action configuration
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Slack actions have the following properties:
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Message:: The message text, converted to the `text` field in the Webhook JSON payload. Currently only the text field is supported. Markdown, images, and other advanced formatting are not yet supported.
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[role="xpack"]
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[[webhook-action-type]]
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== Webhook action type
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The Webhook action type uses https://github.com/axios/axios[axios] to send a POST or PUT request to a web service.
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[float]
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[[webhook-connector-configuration]]
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==== Connector configuration
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Webhook connectors have the following configuration properties:
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Name:: The name of the connector. The name is used to identify a connector in the management UI connector listing, or in the connector list when configuring an action.
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URL:: The request URL. If you are using the <<action-settings, `xpack.actions.whitelistedHosts`>> setting, make sure the hostname is whitelisted.
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Method:: HTTP request method, either `post`(default) or `put`.
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Headers:: A set of key-value pairs sent as headers with the request
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User:: An optional username. If set, HTTP basic authentication is used. Currently only basic authentication is supported.
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Password:: An optional password. If set, HTTP basic authentication is used. Currently only basic authentication is supported.
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[float]
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[[webhook-action-configuration]]
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==== Action configuration
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Webhook actions have the following properties:
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Body:: A json payload sent to the request URL.

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