docs-v2/content/influxdb/cloud/get-started/setup.md

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Set up InfluxDB Set up InfluxDB | Get started with InfluxDB Cloud Set up InfluxDB Learn how to set up InfluxDB for the "Get started with InfluxDB" tutorial.
influxdb_cloud
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Set up InfluxDB Get started get-started-set-up
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/influxdb/cloud/reference/config-options/
/influxdb/cloud/admin/tokens/
/influxdb/cloud/organizations/buckets/
/influxdb/cloud/tools/influx-cli/
/influxdb/cloud/reference/api/

As you get started with this tutorial, do the following to make sure everything you need is in place.

  1. {{< req text="(Optional)" color="magenta" >}} Download, install, and configure the influx CLI.

    The influx CLI provides a simple way to interact with InfluxDB from a command line. For detailed installation and setup instructions, see Use the influx CLI.

  2. Create an All-Access API token.

    Use the InfluxDB UI, influx CLI, or InfluxDB API to create an All-Access token.

    {{< tabs-wrapper >}} {{% tabs %}} InfluxDB UI influx CLI InfluxDB API {{% /tabs %}}

{{% tab-content %}}

  1. Visit cloud2.influxdata.com in a browser to log in and access the InfluxDB UI.
  2. Navigate to Load Data > API Tokens using the left navigation bar.
  3. Click + {{% caps %}}Generate API token{{% /caps %}} and select All Access API Token.
  4. Enter a description for the API token and click {{< icon "check" >}} {{% caps %}}Save{{% /caps %}}.
  5. Copy the generated token and store it for safe keeping.

{{% /tab-content %}} {{% tab-content %}}

  1. If you haven't already, download, install, and configure the influx CLI.

  2. Use the influx auth create command to create an All-Access token.

    Provide the following:

    • --all-access flag
    • --host flag with your InfluxDB region URL
    • -o, --org or --org-id flags with your InfluxDB organization name or ID
    • -t, --token flag with your Operator token
    influx auth create \
      --all-access \
      --host http://cloud2.influxdata.com \
      --org <YOUR_INFLUXDB_ORG_NAME> \
      --token <YOUR_INFLUXDB_OPERATOR_TOKEN>
    
  3. Copy the generated token and store it for safe keeping.

{{% /tab-content %}} {{% tab-content %}}

Send a request to the InfluxDB API /api/v2/authorizations endpoint using the POST request method.

{{< api-endpoint endpoint="http://cloud2.influxdata.com/api/v2/authorizations" method="post" api-ref="/influxdb/cloud/api/#operation/PostAuthorizations" >}}

Include the following with your request:

  • Headers:
    • Authorization: Token <INFLUX_OPERATOR_TOKEN>
    • Content-Type: application/json
  • Request body: JSON body with the following properties:
    • status: "active"
    • description: API token description
    • orgID: InfluxDB organization ID
    • permissions: Array of objects where each object represents permissions for an InfluxDB resource type or a specific resource. Each permission contains the following properties:
      • action: "read" or "write"
      • resource: JSON object that represents the InfluxDB resource to grant permission to. Each resource contains at least the following properties:

The following example uses cURL and the InfluxDB API to generate an All-Access token:

{{% truncate %}}

export INFLUX_HOST=http://cloud2.influxdata.com
export INFLUX_ORG_ID=<YOUR_INFLUXDB_ORG_ID>
export INFLUX_TOKEN=<YOUR_INFLUXDB_OPERATOR_TOKEN>

curl --request POST \
"$INFLUX_HOST/api/v2/authorizations" \
  --header "Authorization: Token $INFLUX_TOKEN" \
  --header "Content-Type: text/plain; charset=utf-8" \
  --data '{
    "status": "active",
    "description": "All access token for get started tutorial",
    "orgID": "'"$INFLUX_ORG_ID"'",
    "permissions": [
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "authorizations"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "authorizations"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "buckets"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "buckets"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "dashboards"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "dashboards"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "orgs"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "orgs"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "sources"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "sources"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "tasks"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "tasks"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "telegrafs"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "telegrafs"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "users"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "users"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "variables"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "variables"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "scrapers"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "scrapers"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "secrets"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "secrets"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "labels"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "labels"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "views"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "views"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "documents"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "documents"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "notificationRules"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "notificationRules"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "notificationEndpoints"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "notificationEndpoints"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "checks"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "checks"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "dbrp"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "dbrp"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "notebooks"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "notebooks"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "annotations"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "annotations"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "remotes"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "remotes"}},
      {"action": "read", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "replications"}},
      {"action": "write", "resource": {"orgID": "'"$INFLUX_ORG_ID"'", "type": "replications"}}
    ]
  }
'

{{% /truncate %}}

The response body contains a JSON object with the following properties:

  • id: API Token ID
  • token: API Token ({{< req "Important" >}})
  • status: Token status
  • description: Token description
  • orgID: InfluxDB organization ID the token is associated with
  • org: InfluxDB organization name the token is associated with
  • userID: User ID the token is associated with
  • user: Username the token is associated with
  • permissions: List of permissions for organization resources

Copy the generated token and store it for safe keeping.

{{% /tab-content %}} {{< /tabs-wrapper >}}

{{% note %}}

We recommend using a password manager or a secret store to securely store sensitive tokens. {{% /note %}}

  1. Configure authentication credentials.

    As you go through this tutorial, interactions with InfluxDB Cloud require your InfluxDB host, organization name or ID, and your API token. There are different methods for providing these credentials depending on which client you use to interact with InfluxDB.

    {{% note %}} When configuring your token, use the All-Access token you created. {{% /note %}}

    {{< tabs-wrapper >}} {{% tabs %}} InfluxDB UI influx CLI InfluxDB API {{% /tabs %}}

{{% tab-content %}}

When managing InfluxDB through the InfluxDB UI, authentication credentials are provided automatically using credentials associated with the user you log in with.

{{% /tab-content %}} {{% tab-content %}}

There are three ways to provided authentication credentials to the influx CLI:

{{< expand-wrapper >}} {{% expand "CLI connection configurations (<span class="req">Recommended)" %}}

The influx CLI lets you specify connection configuration presets that let you store and quickly switch between multiple sets of InfluxDB connection credentials. Use the influx config create command to create a new CLI connection configuration. Include the following flags:

  • -n, --config-name: Connection configuration name. This examples uses get-started.
  • -u, --host-url: InfluxDB region URL.
  • -o, --org: InfluxDB organization name.
  • -t, --token: InfluxDB API token.
influx config create \
  --config-name get-started \
  --host-url http://cloud2.influxdata.com \
  --org <YOUR_INFLUXDB_ORG_NAME> \
  --token <YOUR_INFLUXDB_API_TOKEN>

For more information about CLI connection configurations, see Install and use the influx CLI.

{{% /expand %}}

{{% expand "Environment variables" %}}

The influx CLI checks for specific environment variables and, if present, uses those environment variables to populate authentication credentials. Set the following environment variables in your command line session:

export INFLUX_HOST=http://cloud2.influxdata.com
export INFLUX_ORG=<YOUR_INFLUXDB_ORG_NAME>
export INFLUX_ORG_ID=<YOUR_INFLUXDB_ORG_ID>
export INFLUX_TOKEN=<YOUR_INFLUXDB_API_TOKEN>

{{% /expand %}}

{{% expand "Command flags" %}}

Use the following influx CLI flags to provide required credentials to commands:

  • --host: InfluxDB region URL.
  • -o, --org or --org-id: InfluxDB organization name or ID.
  • -t, --token: InfluxDB API token.

{{% /expand %}} {{< /expand-wrapper >}}

{{% note %}} All influx CLI examples in this getting started tutorial assume your InfluxDB host, organization, and token are provided by either the active influx CLI configuration or by environment variables. {{% /note %}}

{{% /tab-content %}} {{% tab-content %}}

When using the InfluxDB API, provide the required connection credentials in the following ways:

  • InfluxDB host: Your InfluxDB Cloud region URL.
  • InfluxDB API Token: Include an Authorization header that uses either Bearer or Token scheme and your InfluxDB API token. For example:
    Authorization: Bearer 0xxx0o0XxXxx00Xxxx000xXXxoo0==.
  • InfluxDB organization name or ID: Depending on the API endpoint used, pass this as part of the URL path, query string, or in the request body.

All API examples in this tutorial use cURL from a command line. To provide all the necessary credentials to the example cURL commands, set the following environment variables in your command line session.

export INFLUX_HOST=http://cloud2.influxdata.com
export INFLUX_ORG=<YOUR_INFLUXDB_ORG_NAME>
export INFLUX_ORG_ID=<YOUR_INFLUXDB_ORG_ID>
export INFLUX_TOKEN=<YOUR_INFLUXDB_API_TOKEN>

{{% /tab-content %}} {{< /tabs-wrapper >}}

  1. Create a bucket.

    Use the InfluxDB UI, influx CLI, or InfluxDB API to create a new bucket.

    {{< tabs-wrapper >}} {{% tabs %}} InfluxDB UI influx CLI InfluxDB API {{% /tabs %}}

{{% tab-content %}}

  1. Visit cloud2.influxdata.com in a browser to log in and access the InfluxDB UI.
  2. Navigate to Load Data > Buckets using the left navigation bar.
  3. Click + {{< caps >}}Create bucket{{< /caps >}}.
  4. Provide a bucket name (get-started) and select {{% caps %}}Never{{% /caps %}} to create a bucket with an infinite retention period.
  5. Click {{< caps >}}Create{{< /caps >}}.

{{% /tab-content %}} {{% tab-content %}}

  1. If you haven't already, download, install, and configure the influx CLI.

  2. Use the influx bucket create command to create a new bucket.

    Provide the following:

    influx bucket create --name get-started
    

{{% /tab-content %}} {{% tab-content %}}

To create a bucket using the InfluxDB HTTP API, send a request to the InfluxDB API /api/v2/buckets endpoint using the POST request method.

{{< api-endpoint endpoint="http://cloud2.influxdata.com/api/v2/buckets" method="post" api-ref="/influxdb/cloud/api/#operation/PostBuckets" >}}

Include the following with your request:

  • Headers:
    • Authorization: Token INFLUX_TOKEN
    • Content-Type: application/json
  • Request body: JSON object with the following properties:
    • org: InfluxDB organization name
    • name: Bucket name
    • retentionRules: List of retention rule objects that define the bucket's retention period. Each retention rule object has the following properties:
      • type: "expire"
      • everySeconds: Retention period duration in seconds. 0 indicates the retention period is infinite.
export INFLUX_HOST=http://cloud2.influxdata.com
export INFLUX_ORG_ID=<YOUR_INFLUXDB_ORG_ID>
export INFLUX_TOKEN=<YOUR_INFLUXDB_API_TOKEN>

curl --request POST \
"$INFLUX_HOST/api/v2/buckets" \
  --header "Authorization: Token $INFLUX_TOKEN" \
  --header "Content-Type: application/json" \
  --data '{
    "orgID": "'"$INFLUX_ORG_ID"'",
    "name": "get-started",
    "retentionRules": [
      {
        "type": "expire",
        "everySeconds": 0
      }
    ]
  }'

{{% /tab-content %}} {{< /tabs-wrapper >}}

{{< page-nav prev="/influxdb/cloud/get-started/" next="/influxdb/cloud/get-started/write/" keepTab=true >}}