docs-v2/content/v2.0/influxdb-templates/create.md

220 lines
7.3 KiB
Markdown
Raw Normal View History

---
title: Create an InfluxDB template
description: >
Use the InfluxDB UI and the `influx pkg export` command to create InfluxDB templates.
menu:
v2_0:
parent: InfluxDB templates
name: Create a template
identifier: Create an InfluxDB template
2020-02-12 21:48:41 +00:00
weight: 102
v2.0/tags: [templates]
---
2020-02-06 22:07:53 +00:00
Use the InfluxDB user interface (UI) and the `influx pkg export` command to
create InfluxDB templates.
Add resources (buckets, Telegraf configurations, tasks, and more) in the InfluxDB
2020-02-14 23:18:34 +00:00
UI and export the resources as a template.
2020-02-06 22:07:53 +00:00
{{% note %}}
Templatable resources are scoped to a single organization, so the simplest way to create a
template is to create a new organization, build the template within the organization,
2020-02-14 23:18:34 +00:00
and then [export all resources](#export-all-resources) as a template.
**InfluxDB OSS** supports multiple organizations so you can create new organizations
for the sole purpose of building and maintaining a template.
In **InfluxDB Cloud**, your user account is an organization.
**We recommend using InfluxDB OSS to create InfluxDB templates.**
2020-02-06 22:07:53 +00:00
{{% /note %}}
**To create a template:**
1. [Start InfluxDB](/v2.0/get-started/).
2. [Create a new organization](/v2.0/organizations/create-org/).
3. In the InfluxDB UI add one or more of the following templatable resources:
2020-02-06 22:07:53 +00:00
- [buckets](/v2.0/organizations/buckets/create-bucket/)
- [checks](/v2.0/monitor-alert/checks/create/)
- [dashboards](/v2.0/visualize-data/dashboards/create-dashboard/)
- [dashboard variables](/v2.0/visualize-data/variables/create-variable/)
- [labels](/v2.0/visualize-data/labels/)
- [notification endpoints](/v2.0/monitor-alert/notification-endpoints/create/)
- [notification rules](/v2.0/monitor-alert/notification-rules/create/)
- [tasks](/v2.0/process-data/manage-tasks/create-task/)
- [Telegraf configurations](/v2.0/write-data/use-telegraf/)
4. Export the template _(see [below](#export-a-template))_.
2020-02-06 22:07:53 +00:00
2020-02-12 21:48:41 +00:00
{{% warn %}}
InfluxDB templates do not support the [table visualization type](/v2.0/visualize-data/visualization-types/table/).
Dashboard cells that use table visualization are not included in exported templates.
2020-02-12 21:48:41 +00:00
{{% /warn %}}
2020-02-06 22:07:53 +00:00
## Export a template
Do one of the following to export a template:
2020-02-06 22:07:53 +00:00
1. Export all resources in an organization _(recommended)_
2. Export specific resources in an organization
2020-02-06 22:07:53 +00:00
### Export all resources
To export all templatable resources within an organization to a template manifest,
use the `influx pkg export all` command.
Provide the following:
- **Organization name** or **ID**
- **Authentication token** with read access to the organization
- **Destination path and filename** for the template manifest.
The filename extension determines the template format—both **YAML** (`.yml`) and
**JSON** (`.json`) are supported.
###### Export all resources to a template
```sh
# Syntax
2020-02-12 21:22:56 +00:00
influx pkg export all -o <org-name> -f <file-path> -t <token>
# Example
influx pkg export all \
-o my-org \
-f ~/templates/awesome-template.yml \
-t $INFLUX_TOKEN
```
2020-03-09 21:28:42 +00:00
#### Export resources filtered by labelName or resourceKind
2020-03-10 14:24:08 +00:00
The `influx pkg export all` command has an optional `--filter` flag that exports
only resources that match specified label names or resource kinds.
Provide multiple filters for both `labelName` and `resourceKind`
###### Export only dashboards and buckets with specific labels
The following example exports resources that match this predicate logic:
```js
(resourceKind == "Bucket" or resourceKind == "Dashboard")
and
(labelName == "Example1" or labelName == "Example2")
```
2020-03-09 21:28:42 +00:00
```sh
influx pkg export all \
-o my-org \
-f ~/templates/awesome-template.yml \
-t $INFLUX_TOKEN \
--filter=resourceKind=Bucket \
--filter=resourceKind=Dashboard \
--filter=labelName=Example1 \
--filter=labelName=Example2
2020-03-09 21:28:42 +00:00
```
For information about flags, see the
[`influx pkg export all` documentation](/v2.0/reference/cli/influx/pkg/export/all/).
2020-02-06 22:07:53 +00:00
### Export specific resources
2020-02-14 23:18:34 +00:00
To export specific resources within an organization to a template manifest,
use the `influx pkg export` with resource flags for each resource to include.
Provide the following:
- **Organization name** or **ID**
- **Authentication token** with read access to the organization
2020-02-14 23:18:34 +00:00
- **Destination path and filename** for the template manifest.
The filename extension determines the template format—both **YAML** (`.yml`) and
**JSON** (`.json`) are supported.
- **Resource flags** with corresponding lists of resource IDs to include in the template.
For information about what resource flags are available, see the
[`influx pkg export` documentation](/v2.0/reference/cli/influx/pkg/export/).
2020-02-06 22:07:53 +00:00
###### Export specific resources to a template
```sh
# Syntax
2020-02-12 21:22:56 +00:00
influx pkg export all -o <org-name> -f <file-path> -t <token> [resource-flags]
2020-02-06 22:07:53 +00:00
# Example
influx pkg export all \
-o my-org \
-f ~/templates/awesome-template.yml \
-t $INFLUX_TOKEN \
--buckets=00x000ooo0xx0xx,o0xx0xx00x000oo \
--dashboards=00000xX0x0X00x000 \
--telegraf-configs=00000x0x000X0x0X0
```
2020-02-12 21:48:41 +00:00
## Include user-definable resource names
After exporting a template manifest, replace resource names with **environment references**
to let users customize resource names when installing your template.
1. [Export a template](#export-a-template)
2. Select any of the following resource fields to update:
- `metadata.name`
- `associations[].name`
- `endpointName` _(unique to `NotificationRule` resources)_
3. Replace the resource field value with an `envRef` object with a `key` property
that reference the key of a key-value pair the user provides when installing the template.
During installation, the `envRef` object is replaced by the value of the
referenced key-value pair.
If the user does not provide the environment reference key-value pair, InfluxDB
uses the `key` string as the default value.
{{< code-tabs-wrapper >}}
{{% code-tabs %}}
[YAML](#)
[JSON](#)
{{% /code-tabs %}}
{{% code-tab-content %}}
```yml
apiVersion: influxdata.com/v2alpha1
kind: Bucket
metadata:
name:
envRef:
key: bucket-name-1
```
{{% /code-tab-content %}}
{{% code-tab-content %}}
```json
{
"apiVersion": "influxdata.com/v2alpha1",
"kind": "Bucket",
"metadata": {
"name": {
"envRef": {
"key": "bucket-name-1"
}
}
}
}
```
{{% /code-tab-content %}}
{{< /code-tabs-wrapper >}}
Using the example above, users are prompted to provide a value for `bucket-name-1`
when [installing the template](/v2.0/influxdb-templates/use/#install-templates).
Users can also include the `--env-ref` flag with the appropriate key-value pair
when installing the template.
```sh
# Set bucket-name-1 to "myBucket"
influx pkg \
-f /path/to/template.yml \
--env-ref=bucket-name-1=myBucket
```
_If sharing your template, we recommend documenting what environment references
exist in the template and what keys to use to replace them._
{{% note %}}
#### Resource fields that support environment references
Only the following fields support environment references:
{{% /note %}}
2020-02-12 21:48:41 +00:00
## Share your InfluxDB templates
Share your InfluxDB templates with the entire InfluxData community.
**Contribute your template to the [InfluxDB Community Templates](https://github.com/influxdata/community-templates/)
repository on GitHub.**
<a class="btn" href="https://github.com/influxdata/community-templates/" target="\_blank">View InfluxDB Community Templates</a>