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parsedmarc/docs/source/elasticsearch.md
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Sean Whalen 4e8c28bbc0 Align Kibana dashboards with OpenSearch Dashboards source-of-truth (#737)
* Align Kibana dashboards with OpenSearch Dashboards source-of-truth

OSD is a fork of Kibana 7.10 and Kibana 8.x's saved-object migration
handlers accept OSD's saved-object format directly. Replace the legacy
Kibana export with a byte-identical copy of the OSD ndjson, so the two
backends ship the same panels, metric aggregations, panel titles, and
field assignments instead of drifting independently.

Verified against Kibana 8.19.7: import returns successCount=26 with no
errors and Kibana auto-migrates each viz / dashboard to its current
saved-object schema (typeMigrationVersion 8.5.0 for visualizations,
10.3.0 for dashboards) on import.

Net effects for Kibana users on import:

- Picks up the metric-aggregation fix from 9.10.3 — pies, tables, and
  the choropleth now sum(message_count) instead of counting OS docs,
  giving real message volume rather than distinct source-row counts.
- Adds "Message sources by Autonomous System" and "Message sources by
  name and type" panels (previously only on OSD).
- Forensic dashboard simplified to OSD's two-panel layout (markdown
  intro + samples table) — drops the Kibana-only IP-address and
  country-ISO tables and the choropleth.
- Adds the "SMTP TLS reporting" dashboard (was absent from the bundled
  Kibana export).
- Drops the extraneous "Evolution DMARC par source_reverse_DNS" Lens
  visualization that snuck in via a community contribution.

Updates docs/source/kibana.md to reflect the new dashboard names
("DMARC aggregate reports" / "DMARC failure reports") and adds a brief
section on the SMTP TLS reporting dashboard.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* Drop the duplicate Kibana ndjson; point Kibana users at the OSD file

Kibana 8.x's saved-object migration handlers accept the OpenSearch
Dashboards saved-object format directly (verified by import returning
successCount=26 with no errors), so a separate kibana/export.ndjson
was just two copies of the same bytes that would inevitably drift. Drop
it and update the bootstrap script and docs to point at the existing
dashboards/opensearch/opensearch_dashboards.ndjson.

Add a path-filtered CI workflow (.github/workflows/dashboards.yml) that
fires only when the OSD ndjson changes. It stands up an Elasticsearch +
Kibana 8.19.7 service pair, POSTs the file at the saved-objects import
endpoint, and asserts success=true with no errors. That keeps the
single-file source compatible with Kibana on every change.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Sean Whalen <seanthegeek@users.noreply.github.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 01:30:48 -04:00

6.8 KiB

Elasticsearch and Kibana

To set up visual dashboards of DMARC data, install Elasticsearch and Kibana.

:::{note} Elasticsearch and Kibana 6 or later are required :::

Installation

On Debian/Ubuntu based systems, run:

sudo apt-get install -y apt-transport-https
wget -qO - https://artifacts.elastic.co/GPG-KEY-elasticsearch | sudo gpg --dearmor -o /usr/share/keyrings/elasticsearch-keyring.gpg
echo "deb [signed-by=/usr/share/keyrings/elasticsearch-keyring.gpg] https://artifacts.elastic.co/packages/8.x/apt stable main" | sudo tee /etc/apt/sources.list.d/elastic-8.x.list
sudo apt-get update
sudo apt-get install -y elasticsearch kibana

For CentOS, RHEL, and other RPM systems, follow the Elastic RPM guides for Elasticsearch and Kibana.

:::{note} Previously, the default JVM heap size for Elasticsearch was very small (1g), which will cause it to crash under a heavy load. To fix this, increase the minimum and maximum JVM heap sizes in /etc/elasticsearch/jvm.options to more reasonable levels, depending on your server's resources.

Make sure the system has at least 2 GB more RAM than the assigned JVM heap size.

Always set the minimum and maximum JVM heap sizes to the same value.

For example, to set a 4 GB heap size, set

-Xms4g
-Xmx4g

See https://www.elastic.co/guide/en/elasticsearch/reference/current/important-settings.html#heap-size-settings for more information. :::

sudo systemctl daemon-reload
sudo systemctl enable elasticsearch.service
sudo systemctl enable kibana.service
sudo systemctl start elasticsearch.service
sudo systemctl start kibana.service

As of Elasticsearch 8.7, activate secure mode (xpack.security.*.ssl)

sudo vim /etc/elasticsearch/elasticsearch.yml

Add the following configuration

# Enable security features
xpack.security.enabled: true
xpack.security.enrollment.enabled: true
# Enable encryption for HTTP API client connections, such as Kibana, Logstash, and Agents
xpack.security.http.ssl:
  enabled: true
  keystore.path: certs/http.p12
# Enable encryption and mutual authentication between cluster nodes
xpack.security.transport.ssl:
  enabled: true
  verification_mode: certificate
  keystore.path: certs/transport.p12
  truststore.path: certs/transport.p12
sudo systemctl restart elasticsearch

To create a self-signed certificate, run:

openssl req -x509 -nodes -days 365 -newkey rsa:4096 -keyout kibana.key -out kibana.crt

Or, to create a Certificate Signing Request (CSR) for a CA, run:

openssl req -newkey rsa:4096-nodes -keyout kibana.key -out kibana.csr

Fill in the prompts. Watch out for Common Name (e.g. server FQDN or YOUR domain name), which is the IP address or domain name that you will use to access Kibana. it is the most important field.

If you generated a CSR, remove the CSR after you have your certs

rm -f kibana.csr

Move the keys into place and secure them:

sudo mv kibana.* /etc/kibana
sudo chmod 660 /etc/kibana/kibana.key

Activate the HTTPS server in Kibana

sudo vim /etc/kibana/kibana.yml

Add the following configuration

server.host: "SERVER_IP"
server.publicBaseUrl: "https://SERVER_IP"
server.ssl.enabled: true
server.ssl.certificate: /etc/kibana/kibana.crt
server.ssl.key: /etc/kibana/kibana.key

:::{note} For more security, you can configure Kibana to use a local network connexion to elasticsearch :

elasticsearch.hosts: ['https://SERVER_IP:9200']

=>

elasticsearch.hosts: ['https://127.0.0.1:9200']

:::

sudo systemctl restart kibana

Enroll Kibana in Elasticsearch

sudo /usr/share/elasticsearch/bin/elasticsearch-create-enrollment-token -s kibana

Then access to your web server at https://SERVER_IP:5601, accept the self-signed certificate and paste the token in the "Enrollment token" field.

sudo /usr/share/kibana/bin/kibana-verification-code

Then put the verification code to your web browser.

End Kibana configuration

sudo /usr/share/elasticsearch/bin/elasticsearch-setup-passwords interactive
sudo /usr/share/kibana/bin/kibana-encryption-keys generate
sudo vim /etc/kibana/kibana.yml

Add previously generated encryption keys

xpack.encryptedSavedObjects.encryptionKey: xxxx...xxxx
xpack.reporting.encryptionKey: xxxx...xxxx
xpack.security.encryptionKey: xxxx...xxxx
sudo systemctl restart kibana
sudo systemctl restart elasticsearch

Now that Elasticsearch is up and running, use parsedmarc to send data to it.

Download (right-click the link and click save as) export.ndjson.

Connect to kibana using the "elastic" user and the password you previously provide on the console ("End Kibana configuration" part).

Import export.ndjson the Saved Objects tab of the Stack management page of Kibana. (Hamburger menu -> "Management" -> "Stack Management" -> "Kibana" -> "Saved Objects")

It will give you the option to overwrite existing saved dashboards or visualizations, which could be used to restore them if you or someone else breaks them, as there are no permissions/access controls in Kibana without the commercial X-Pack.

:align: center
:alt: A screenshot of setting the Saved Objects Stack management UI in Kibana
:target: _static/screenshots/saved-objects.png
:align: center
:alt: A screenshot of the overwrite conformation prompt
:target: _static/screenshots/confirm-overwrite.png

Upgrading Kibana index patterns

parsedmarc 5.0.0 makes some changes to the way data is indexed in Elasticsearch. if you are upgrading from a previous release of parsedmarc, you need to complete the following steps to replace the Kibana index patterns with versions that match the upgraded indexes:

  1. Login in to Kibana, and click on Management
  2. Under Kibana, click on Saved Objects
  3. Check the checkboxes for the dmarc_aggregate and dmarc_forensic index patterns
  4. Click Delete
  5. Click Delete on the conformation message
  6. Download (right-click the link and click save as) the latest version of export.ndjson
  7. Import export.ndjson by clicking Import from the Kibana Saved Objects page

Records retention

Starting in version 5.0.0, parsedmarc stores data in a separate index for each day to make it easy to comply with records retention regulations such as GDPR. For more information, check out the Elastic guide to managing time-based indexes efficiently.