[release-12.1.2] Update Influx Config Options Section in Docs (#109700)
Update Influx Config Options Section in Docs (#108264)
(cherry picked from commit c16117df4e)
Co-authored-by: Zoe C <38118634+zoesyc@users.noreply.github.com>
This commit is contained in:
@@ -34,15 +34,11 @@ This document provides instructions for configuring the InfluxDB data source and
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To configure the InfluxDB data source you must have the `Administrator` role.
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{{< admonition type="note" >}}
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Select the query language you want to use with InfluxDB before adding the InfluxDB data source. Configuration options differ based on query language type.
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{{< /admonition >}}
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InfluxData provides three query languages. Some key points to consider:
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- SQL is only available for InfluxDB v3.x.
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- Flux is a functional data scripting language for InfluxDB 2.x. Refer to [Query InfluxDB with Flux](https://docs.influxdata.com/influxdb/cloud/query-data/get-started/query-influxdb/) for a basic guide on working with Flux.
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- InfluxQL is SQL-like query language developed by InfluxData. It doesn't support more advanced functions such as JOINs.
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- SQL is only available for InfluxDB v3.x.
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To help choose the best language for your needs, refer to
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a [comparison of Flux vs InfluxQL](https://docs.influxdata.com/influxdb/v1.8/flux/flux-vs-influxql/)
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@@ -60,97 +56,123 @@ Complete the following steps to set up a new InfluxDB data source:
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You are taken to the **Settings** tab where you will configure the data source.
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## InfluxDB common configuration options
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## Configuration Options
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The following configuration options apply to **all three query language options**.
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The following is a list of configuration options for InfluxDB.
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The first option is to configure the name of your connection.
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- **Name** - Sets the name you use to refer to the data source in panels and queries. Examples: `InfluxDB-InfluxQL`, `InfluxDB_SQL`.
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- **Default** - Toggle to set as the default data source.
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- **Query language** - Select the query language for your InfluxDB instance. The three options are:
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- **InfluxQL** - SQL-like language for querying InfluxDB, with statements such as SELECT, FROM, WHERE, and GROUP BY that are familiar to SQL users.
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- **SQL** - Native SQL language starting with InfluxDB v.3.0. Refer to InfluxData's [SQL reference documentation](https://docs.influxdata.com/influxdb/cloud-serverless/reference/sql/) for a list of supported statements, operators, and functions.
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- **Flux** - Flux is a data scripting language developed by InfluxData that allows you to query, analyze, and act on data. Refer to [Get started with Flux](https://docs.influxdata.com/influxdb/cloud/query-data/get-started/) for guidance on using Flux.
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**HTTP section:**
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### URL and Authentication
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These settings identify the Influx instance and schema the data source is connecting to.
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- **URL** - The HTTP protocol, IP address, and port of your InfluxDB API. InfluxDB’s default API port is `8086`.
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- **Product** - Select the product version of your Influx instance.
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- **Query language** - Select the query language for your InfluxDB instance. This will determine the connection details needed in **Database Settings**. The three options are:
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- **Flux** - Flux is a data scripting language developed by InfluxData that allows you to query, analyze, and act on data. Refer to [Get started with Flux](https://docs.influxdata.com/influxdb/cloud/query-data/get-started/) for guidance on using Flux.
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- **InfluxQL** - SQL-like language for querying InfluxDB, with statements such as SELECT, FROM, WHERE, and GROUP BY that are familiar to SQL users.
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- **SQL** - Native SQL language starting with **InfluxDB v.3.0**. Refer to InfluxData's [SQL reference documentation](https://docs.influxdata.com/influxdb/cloud-serverless/reference/sql/) for a list of supported statements, operators, and functions.
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{{< admonition type="note" >}}
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_For InfluxQL only._ **Database + Retention Policy (DBRP) Mapping** must be configured before data can be queried for the following product versions: _Influx OSS 1.x_, _Influx OSS 2.x_, _Influx Enterprise 1.x_, _Influx Cloud (TSM)_, _Influx Cloud Serverless_
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Refer to [Manage DBRP Mappings](https://docs.influxdata.com/influxdb/cloud/query-data/influxql/dbrp/) for guidance on setting this up via the CLI or API
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{{< /admonition >}}
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#### Advanced HTTP Settings (Optional)
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Advanced HTTP Settings are optional settings that can be configured for more control over your data source.
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- **Allowed cookies** - Defines which cookies are forwarded to the data source. All other cookies are deleted by default.
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- **Timeout** - Set an HTTP request timeout in seconds.
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**Auth section:**
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**Custom HTTP Headers**
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- **Basic auth** - The most common authentication method. Use your InfluxData user name and password to authenticate. Toggling requires you to add the user and password under **Basic auth details**.
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- **With credentials** - Toggle to enable credentials such as cookies or auth headers to be sent with cross-site requests.
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- **TLS client auth** - Toggle to use client authentication. When enabled, add the `Server name`, `Client cert` and `Client key` under the **TLS/SSL auth details** section. The client provides a certificate that the server validates to establish the client’s trusted identity. The client key encrypts the data between client and server.
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- **With CA cert** - Authenticate with a CA certificate. Follow the instructions of your CA (Certificate Authority) to download the certificate file.
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- **Skip TLS verify** - Toggle to bypass TLS certificate validation.
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- **Forward OAuth identity** - Forward the OAuth access token (and also the OIDC ID token if available) of the user querying the data source.
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**Basic auth details:**
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If you enable **Basic auth** under the Auth section you need to configure the following:
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- **User** - Add the username used to sign in to InfluxDB.
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- **Password** - Defines the token you use to query the bucket defined in **Database**. Retrieve this from the [Tokens page](https://docs.influxdata.com/influxdb/v2.0/security/tokens/view-tokens/) in the InfluxDB UI.
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**TLS/SSL auth details:**
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TLS/SSL certificates are encrypted and stored in the Grafana database.
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- **CA cert** - If you toggle **With CA cert** add your self-signed cert here.
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- **Server name** - Name of the server. Example: server1.domain.com
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- **Client cert** - Add the client certificate.
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- **Client key** - Add the client key.
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**Custom HTTP headers:**
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Click **+ Add header** to add one or more HTTP headers. HTTP headers pass additional context and metadata about the request/response.
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- **Header** - Add a custom HTTP header. Select an option from the drop-down. Allows custom headers to be passed based on the needs of your InfluxDB instance.
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- **Value** - The value for the header.
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**Private data source connect:**
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#### Auth and TSL/SSL Settings (Optional)
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- **Private data source connect** - _Only for Grafana Cloud users._ Private data source connect, or PDC, allows you to establish a private, secured connection between a Grafana Cloud instance, or stack, and data sources secured within a private network. Click the drop-down to locate the URL for PDC. For more information regarding Grafana PDC refer to [Private data source connect (PDC)](https://grafana.com/docs/grafana-cloud/connect-externally-hosted/private-data-source-connect/).
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There are several authentication methods you can choose in the Authentication section.
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- **No Authentication** - Make the data source available without authentication. Grafana recommends using some type of authentication method.
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- **Basic auth** - The most common authentication method. Use your Influx instance username and password to authenticate.
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- **Forward OAuth identity** - Forward the OAuth access token (and also the OIDC ID token if available) of the user querying the data source.
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- **With credentials** - Toggle to enable credentials such as cookies or auth headers to be sent with cross-site requests.
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TLS/SSL Certificates are encrypted and stored in the Grafana database.
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- **TLS client auth** - When enabled, add the `Server name`, `Client cert` and `Client key`. The client provides a certificate that the server validates to establish the client’s trusted identity. The client key encrypts the data between client and server.
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- **Server name** - Name of the server. Example: `server1.domain.com`
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- **Client cert** - Add the client certificate.
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- **Client key** - Add the client key.
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- **CA cert** - Authenticate with a CA certificate. When enabled, follow the instructions of your CA (Certificate Authority) to download the certificate file.
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- **Skip TLS verify** - Toggle to bypass TLS certificate validation.
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### Database Settings
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{{< admonition type="note" >}}
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Setting the database for this data source **does not deny access to other databases**. The InfluxDB query syntax allows switching the database in the query. For example: `SHOW MEASUREMENTS ON _internal` or `SELECT * FROM "_internal".."database" LIMIT 10`
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To support data isolation and security, make sure appropriate permissions are configured in InfluxDB.
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{{< /admonition >}}
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These settings identify the Influx database your data source will connect to. The required information will vary by the query language selected in **URL and Authentication**. Each query language uses a different set of connection details.
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The table below illustrates the details needed for each query language:
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| **Setting** | **Flux** | **InfluxQL** | **SQL** |
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| -------------------------- | -------- | ------------ | -------- |
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| **Bucket** or **Database** | ✓ | ✓ | ✓ |
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| **Organization** | ✓ | | |
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| **Password** or **Token** | ✓ | ✓ | ✓ |
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| **User** | | ✓ | |
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- **Bucket** or **Database** - Sets the ID of the bucket to query. Refer to [View buckets](https://docs.influxdata.com/influxdb/v2.0/organizations/buckets/view-buckets/) in InfluxData's documentation on how to locate the list of available buckets and their corresponding IDs.
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- **Organization** - Sets the [Influx organization](https://v2.docs.influxdata.com/v2.0/organizations/) used for Flux queries. Also used for the `v.organization` query macro.
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- **Password** or **Token** - Specify the token used to query the bucket defined in **Database**. Retrieve this from the [Tokens page](https://docs.influxdata.com/influxdb/v2.0/security/tokens/view-tokens/) in the InfluxDB UI.
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- **User** - Add the username used to sign in to InfluxDB.
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**For Flux**
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- **Default bucket** is optional. The [Influx bucket](https://v2.docs.influxdata.com/v2.0/organizations/buckets/) used for the `v.defaultBucket` macro in Flux queries.
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- With Influx 2.0 products, use the [influx authentication token to function](https://v2.docs.influxdata.com/v2.0/security/tokens/create-token/). Token must be set as `Authorization` header with the value `Token <generated-token>`.
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- For Influx 1.8, the token is `username:password`.
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#### Advanced Database Settings (Optional)
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Advanced Database Settings are optional settings that give you more control over the query experience.
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- **Min time interval** - Sets the minimum time interval for auto group-by. Grafana recommends setting this to match the data write frequency. For example, if your data is written every minute, it’s recommended to set this interval to 1 minute, so that each group contains data from each new write. The default is `10s`. Refer to [Min time interval](#min-time-interval) for format examples.
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- **Max series** - Sets a limit on the maximum number of series or tables that Grafana processes. Set a lower limit to prevent system overload, or increase it if you have many small time series and need to display more of them. The default is `1000`.
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**For InfluxQL**
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- **HTTP method** - Sets the HTTP method used to query your data source. The POST method allows for larger queries that would return an error using the GET method. The default method is `POST`.
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- **Autocomplete range** - Sets a time range limit for the query editor's autocomplete to reduce the execution time of tag filter queries. As a result, any tags not present within the defined time range will be filtered out. For example, setting the value to 12h will include only tag keys/values from the past 12 hours. This feature is recommended for use with very large databases, where significant performance improvements can be observed.
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**For SQL**
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- **Insecure Connection** - Toggle to disable gRPC TLS security.
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### Private Data Source Connect
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_For Grafana Cloud only._ Private data source connect (PDC) allows you to establish a private, secured connection between a Grafana Cloud instance, or stack, and data sources secured within a private network. Click the drop-down to locate the URL for PDC. For more information regarding Grafana PDC refer to [Private data source connect (PDC)](https://grafana.com/docs/grafana-cloud/connect-externally-hosted/private-data-source-connect/).
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Click **Manage private data source connect** to be taken to your PDC connection page, where you'll find your PDC configuration details.
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Once you have added your connection settings, click **Save & test** to test the data source connection.
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### InfluxQL-specific configuration section
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The following settings are specific to the InfluxQL query language option.
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**InfluxQL InfluxDB details section:**
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- **Database** - Sets the ID of the bucket to query. Refer to [View buckets](https://docs.influxdata.com/influxdb/v2.0/organizations/buckets/view-buckets/) in InfluxData's documentation on how to locate the list of available buckets and their corresponding IDs.
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- **User** - The user name used to sign in to InfluxDB.
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- **Password** - Defines the token used to query the bucket defined in **Database**. Retrieve the password from the [Tokens page](https://docs.influxdata.com/influxdb/v2.0/security/tokens/view-tokens/) of the InfluxDB UI.
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- **HTTP method** - Sets the HTTP method used to query your data source. The POST method allows for larger queries that would return an error using the GET method. The default method is `POST`.
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- **Min time interval** - _(Optional)_ Sets the minimum time interval for auto group-by. Grafana recommends setting this to match the data write frequency. For example, if your data is written every minute, it’s recommended to set this interval to 1 minute, so that each group contains data from each new write. The default is `10s`. Refer to [Min time interval](#min-time-interval) for format examples.
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- **Autocomplete range** - _(Optional)_ Sets a time range limit for the query editor's autocomplete to reduce the execution time of tag filter queries. As a result, any tags not present within the defined time range will be filtered out. For example, setting the value to 12h will include only tag keys/values from the past 12 hours. This feature is recommended for use with very large databases, where significant performance improvements can be observed.
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- **Max series** - _(Optional)_ Sets a limit on the maximum number of series or tables that Grafana processes. Set a lower limit to prevent system overload, or increase it if you have many small time series and need to display more of them. The default is `1000`.
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### SQL-specific configuration section
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The following settings are specific to the SQL query language option.
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**SQL InfluxDB details section:**
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- **Database** - Specify the **bucket ID**. Refer to the **Buckets page** in the InfluxDB UI to locate the ID.
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- **Token** The API token used for SQL queries. Generated on InfluxDB Cloud dashboard under [Load Data > API Tokens](https://docs.influxdata.com/influxdb/cloud-serverless/get-started/setup/#create-an-all-access-api-token) menu.
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- **Insecure Connection** - Toggle to disable gRPC TLS security.
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- **Max series** - _(Optional)_ Sets a limit on the maximum number of series or tables that Grafana processes. Set a lower limit to prevent system overload, or increase it if you have many small time series and need to display more of them. The default is `1000`.
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### Flux-specific configuration section
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The following settings are specific to the Flux query language option.
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**Flux InfluxDB details section:**
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- **Organization** - The [Influx organization](https://v2.docs.influxdata.com/v2.0/organizations/) used for Flux queries. Also used for the `v.organization` query macro.
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- **Token** - The authentication token used for Flux queries. With Influx 2.0, use the [influx authentication token to function](https://v2.docs.influxdata.com/v2.0/security/tokens/create-token/). Token must be set as `Authorization` header with the value `Token <generated-token>`. For Influx 1.8, the token is `username:password`.
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- **Default bucket** - _(Optional)_ The [Influx bucket](https://v2.docs.influxdata.com/v2.0/organizations/buckets/) used for the `v.defaultBucket` macro in Flux queries.
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- **Min time interval** - Sets the minimum time interval for auto group-by. Grafana recommends aligning this setting with the data write frequency. For example, if data is written every minute, set the interval to 1 minute to ensure each group includes data from every new write. The default is `10s`.
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- **Max series** - Sets a limit on the maximum number of series or tables that Grafana processes. Set a lower limit to prevent system overload, or increase it if you have many small time series and need to display more of them. The default is `1000`.
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After you have added your connection settings, click **Save & test** to test the data source connection.
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### Min time interval
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