Control access to APM data

Starting in version 8.2.0, the Applications UI is Kibana space aware. This allows you to separate your data—​and access to that data—​by team, use case, service environment, or any other filter that you choose.

To take advantage of this feature, your APM data needs to be written to different data steams. One way to accomplish this is with different namespaces. For example, you can send production data to an APM integration with a namespace of production, while sending staging data to a different APM integration with a namespace of staging.

Multiple APM integration instances is not required though. The simplest way to take advantage of this feature is by creating filtered aliases. See the guide below for more information.

This guide will explain how to separate your staging and production data. This can be helpful to either remove noise when troubleshooting a production issue, or to create more granular access control for certain data.

This guide assumes that you:

The Applications UI uses index patterns to query your APM data. An index pattern can match data streams, indices, and/or aliases. The default values are:

Instead of querying the default APM data views, we can create filtered aliases for the Applications UI to query. A filtered alias is a secondary name for a group of data streams that has a user-defined filter to limit the documents that the alias can access.

To separate staging and production APM data, we’d need to create six filtered aliases—​three aliases for each service environment:

The production-<event>-apm aliases will contain a filter that only provides access to documents where the service.environment is production. Similarly, the staging-<event>-apm aliases will contain a filter that only provides access to documents where the service.environment is staging.

To create these six filtered aliases, use the Elasticsearch Aliases API. In Kibana, open Dev Tools and run the following POST requests.

POST /_aliases?pretty
{
  "actions": [
    {
      "add": {
        "index": "traces-apm*", 
        "alias": "production-traces-apm", 
        "filter": {
          "term": {
            "service.environment": {
              "value": "production" 
            }
          }
        }
      }
    }
  ]
}

POST /_aliases?pretty
{
  "actions": [
    {
      "add": {
        "index": "logs-apm*", 
        "alias": "production-logs-apm", 
        "filter": {
          "term": {
            "service.environment": {
              "value": "production" 
            }
          }
        }
      }
    }
  ]
}

POST /_aliases?pretty
{
  "actions": [
    {
      "add": {
        "index": "metrics-apm*", 
        "alias": "production-metrics-apm", 
        "filter": {
          "term": {
            "service.environment": {
              "value": "production" 
            }
          }
        }
      }
    }
  ]
}

POST /_aliases?pretty
{
  "actions": [
    {
      "add": {
        "index": "traces-apm*", 
        "alias": "staging-traces-apm", 
        "filter": {
          "term": {
            "service.environment": {
              "value": "staging" 
            }
          }
        }
      }
    }
  ]
}

POST /_aliases?pretty
{
  "actions": [
    {
      "add": {
        "index": "logs-apm*", 
        "alias": "staging-logs-apm", 
        "filter": {
          "term": {
            "service.environment": {
              "value": "staging" 
            }
          }
        }
      }
    }
  ]
}

POST /_aliases?pretty
{
  "actions": [
    {
      "add": {
        "index": "metrics-apm*", 
        "alias": "staging-metrics-apm", 
        "filter": {
          "term": {
            "service.environment": {
              "value": "staging" 
            }
          }
        }
      }
    }
  ]
}

Next, you’ll need to create a Kibana space for each service environment. To create these spaces, navigate to Stack Management > Spaces > Create a space. For this guide, we’ve created two Kibana spaces, one named production and one named staging.

See Kibana spaces for more information on creating a space.

Now we can change the default data views that the Applications UI queries in each space.

Open the Applications UI and navigate to Settings → Indices. Use the table below to update your settings for each space. The values in each column match the names of the filtered aliases we created in step one.

In Kibana, navigate to Stack Management > Roles and click Create role.

You’ll need to create two roles: one for staging users (we’ll call this role staging_apm_viewer) and one for production users (we’ll call this role production_apm_viewer).

Using the table below, assign each role the following privileges:

Alternatively, you can use the Elasticsearch Create or update roles API:

POST /_security/role/production_apm_viewer
{
  "cluster": [ ],
  "indices": [
    {
      "names": ["production-*-apm"], 
      "privileges": ["read"]
    }
  ],
  "applications": [
    {
      "application" : "kibana-.kibana",
      "privileges" : [
        "feature_apm.read" 
      ],
      "resources" : [
        "space:production" 
      ]
    }
  ]
}

POST /_security/role/staging_apm_viewer
{
  "cluster": [ ],
  "indices": [
    {
      "names": ["staging-*-apm"], 
      "privileges": ["read"]
    }
  ],
  "applications": [
    {
      "application" : "kibana-.kibana",
      "privileges" : [
        "feature_apm.read" 
      ],
      "resources" : [
        "space:staging" 
      ]
    }
  ]
}

The last thing to do is assign users to the newly created roles above. Users will only have access to the data within the spaces that they are granted.

For information on how to create users and assign them roles with the Kibana UI, see Securing access to Kibana.

Alternatively, you can use the Elasticsearch Create or update users API.

This example creates a new user and assigns them the production_apm_viewer role created in the previous step. This user will only have access to the production space and data with a service.environment of production. Remember to change the password, full_name, and email fields.

POST /_security/user/production-apm-user
{
  "password" : "l0ng-r4nd0m-p@ssw0rd",
  "roles" : [ "production_apm_viewer" ], 
  "full_name" : "Jane Production Smith",
  "email" : "[email protected]"
}

This example creates a new user and assigns them the staging_apm_viewer role created in the previous step. This user will only have access to the staging space and data with a service.environment of staging. Remember to change the password, full_name, and email fields.

POST /_security/user/staging-apm-user
{
  "password" : "l0ng-r4nd0m-p@ssw0rd",
  "roles" : [ "staging_apm_viewer" ], 
  "full_name" : "John Staging Doe",
  "email" : "[email protected]"
}

That’s it! Head back to the Applications UI and marvel at your space-specific data.