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Step 3: Load the index template in Elasticsearch

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Step 3: Load the index template in Elasticsearch

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In Elasticsearch, index templates are used to define settings and mappings that determine how fields should be analyzed.

The recommended index template file for Heartbeat is installed by the Heartbeat packages. If you accept the default configuration in the heartbeat.yml config file, Heartbeat loads the template automatically after successfully connecting to Elasticsearch. If the template already exists, it’s not overwritten unless you configure Heartbeat to do so.

You can disable automatic template loading, or load your own template, by configuring template loading options in the Heartbeat configuration file.

You can also set options to change the name of the index and index template.

A connection to Elasticsearch is required to load the index template. If the output is Logstash, you must load the template manually.

For more information, see:

Configure template loading
Load the template manually - required for Logstash output

Configure template loading

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By default, Heartbeat automatically loads the recommended template file, fields.yml, if the Elasticsearch output is enabled. You can change the defaults in the heartbeat.yml config file to:

Load a different template
```
setup.template.name: "your_template_name"
setup.template.fields: "path/to/fields.yml"
```
If the template already exists, it’s not overwritten unless you configure Heartbeat to do so.
Overwrite an existing template
```
setup.template.overwrite: true
```
Disable automatic template loading
```
setup.template.enabled: false
```
If you disable automatic template loading, you need to load the template manually.
Change the index name

By default, Heartbeat writes events to indices named heartbeat-6.2.4-yyyy.MM.dd, where yyyy.MM.dd is the date when the events were indexed. To use a different name, you set the index option in the Elasticsearch output. The value that you specify should include the root name of the index plus version and date information. You also need to configure the setup.template.name and setup.template.pattern options to match the new name. For example:
```
output.elasticsearch.index: "customname-%{[beat.version]}-%{+yyyy.MM.dd}"
setup.template.name: "customname"
setup.template.pattern: "customname-*"
setup.dashboards.index: "customname-*" 
```
If you plan to set up the Kibana dashboards, also set this option to overwrite the index name defined in the dashboards and index pattern.

See Load the Elasticsearch index template for the full list of configuration options.

Load the template manually

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To load the template manually, run the setup command. A connection to Elasticsearch is required. If Logstash output is enabled, you need to temporarily disable the Logstash output and enable Elasticsearch by using the -E option. The examples here assume that Logstash output is enabled. You can omit the -E flags if Elasticsearch output is already enabled.

If you are connecting to a secured Elasticsearch cluster, make sure you’ve configured credentials as described in Step 2: Configure Heartbeat.

If the host running Heartbeat does not have direct connectivity to Elasticsearch, see Load the template manually (alternate method).

To load the template, use the appropriate command for your system.

deb and rpm:

heartbeat setup --template -E output.logstash.enabled=false -E 'output.elasticsearch.hosts=["localhost:9200"]'

mac:

./heartbeat setup --template -E output.logstash.enabled=false -E 'output.elasticsearch.hosts=["localhost:9200"]'

docker:

docker run docker.elastic.co/beats/heartbeat:6.2.4 setup --template -E output.logstash.enabled=false -E 'output.elasticsearch.hosts=["localhost:9200"]'

win:

Open a PowerShell prompt as an Administrator (right-click the PowerShell icon and select Run As Administrator). If you are running Windows XP, you may need to download and install PowerShell.

From the PowerShell prompt, change to the directory where you installed Heartbeat, and run:

PS > .\heartbeat setup --template -E output.logstash.enabled=false -E 'output.elasticsearch.hosts=["localhost:9200"]'

Force Kibana to look at newest documents

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If you’ve already used Heartbeat to index data into Elasticsearch, the index may contain old documents. After you load the index template, you can delete the old documents from heartbeat-* to force Kibana to look at the newest documents. Use this command:

deb, rpm, and mac:

curl -XDELETE 'http://localhost:9200/heartbeat-*'

win:

PS > Invoke-RestMethod -Method Delete "http://localhost:9200/heartbeat-*"

This command deletes all indices that match the pattern heartbeat-*. Before running this command, make sure you want to delete all indices that match the pattern.

Load the template manually (alternate method)

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If the host running Heartbeat does not have direct connectivity to Elasticsearch, you can export the index template to a file, move it to a machine that does have connectivity, and then install the template manually.

Export the index template:

deb and rpm:

heartbeat export template > heartbeat.template.json

mac:

./heartbeat export template > heartbeat.template.json

win:

PS> .\heartbeat.exe export template --es.version 6.2.4 | Out-File -Encoding UTF8 heartbeat.template.json

Install the template:

deb, rpm, and mac:

curl -XPUT -H 'Content-Type: application/json' http://localhost:9200/_template/heartbeat-6.2.4 -d@heartbeat.template.json

win:

PS > Invoke-RestMethod -Method Put -ContentType "application/json" -InFile heartbeat.template.json -Uri http://localhost:9200/_template/heartbeat-6.2.4

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