Deploy the EDR Telemetry Store cluster

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After you create a configuration source, you must deploy the EDR Telemetry Store cluster.

You can deploy the EDR Telemetry Store cluster using one of the following methods:

Deployment quick guide

In multi-node cluster environments with multiple cluster manager nodes, perform all setup or modification tasks on the single cluster manager node where you set up the cluster. The artifact generated on this node must be replicated across all other nodes to ensure the cluster is synchronized.

Note

Update the default config user password on the cluster manager node where you perform the setup. Use this updated password when prompted for credentials on other nodes.

Deployment scenario

Action

The cluster manager node where you perform the setup or modification

  1. Run opensearch cluster deploy.

  2. Select Option 3: Use latest local artifact.

For remaining nodes (other cluster manager, data, or ingest nodes)

  1. Run opensearch cluster deploy.

  2. Select Option 5: Download from remote server (SSH/SCP).

  3. Enter the IP address and config user credentials of the cluster manager node where you perform the setup.

  4. Select the generated artifact from that node.

  5. Run the deployment.

Important

All nodes must have the same artifact deployed to function as a cluster. Repeat this process for all remaining nodes.

Deployment workflow

  1. Log on to the EDR Telemetry Store appliance using SSH.

    ssh admin@<IP_address>
  2. After you create the configuration file, you need to deploy the EDR Telemetry Store cluster.

    opensearch cluster deploy
  3. To proceed with the deployment, type y and press Enter.

  4. From the Available Configuration Sources, type the corresponding number (1–6) and press Enter.

    1-configsources.png
  5. Once the deployment is done, verify the status.

Option 1: Use existing deployed configuration

Use this method to redeploy the EDR Telemetry Store cluster using the metadata and configuration details (such as index templates and ISM policies) already present on the system.

This method is recommended if the EDR Telemetry Store unexpectedly stops or crashes, or if you need to resume a partial deployment without creating a new artifact file.

  1. Perform steps 1-4.

  2. Type 1 and press Enter.

    This pulls the configuration currently located in /opt/trellix/config.

  3. To confirm and begin the deployment, type y and press Enter.

Option 2: Generate new configuration artifact

Use this option if a configuration artifact does not exist or if you need to create a new one from scratch.

  1. Perform steps 1-4.

  2. Type 2 and press Enter.

    The system exits the deployment menu and displays the command to start the setup wizard.

    2-newartifact.png
  3. Run the setup wizard to create a new artifact:

    opensearch cluster setup

    For more information, see Configure the EDR Telemetry Store cluster.

    Note

    Once the configuration is complete, run the opensearch cluster deploycommand again and type 3 to use the artifact you just created.

Option 3: Use latest local artifact

Use this option to deploy the cluster using the most recently created configuration artifact stored on the appliance. This is the standard method to use immediately after you run the setup wizard.

  1. Perform steps 1-4.

  2. Type 3 and press Enter.

    The system displays the filename, creation date, and size of the artifact being used.

    For example, opensearch-cluster-trellix-trace-store-YYYYMMDD_HHMMSS.tar.gz

  3. To confirm and begin the deployment, type y and press Enter.

Option 4: Browse all local artifacts

Use this option to view a list of all configuration artifacts currently stored in the /opt/trellix/uploads/config directory. This allows you to select a specific configuration file.

  1. Perform steps 1-4.

  2. Type 4 and press Enter.

    The system displays a list of available artifacts.

  3. At the Enter selection prompt, type the artifact number or the artifact filename, and press Enter.

    4-browseallartifacts.png
  4. To confirm and begin the deployment, type y and press Enter.

Option 5: Download from remote server (SSH/SCP)

Use this method to download a configuration artifact from another machine (such as the primary node in a multi-node deployment) and deploy it on the current appliance.

Prerequisite:

Before you download artifacts from a remote server, you must change the default password for the config user on the machine where the artifact was created.

  • Log on to the EDR Telemetry Store using SSH.

    ssh config@<IP_address>
  • Enter the default password (config) and follow the prompts to set a new password.

  1. Perform steps 1-4.

  2. Type 5 and press Enter.

  3. Enter the IP address of the remote machine where the artifact is located.

  4. Enter the SSH username.

    Default name: config

  5. Enter the remote configuration path.

    Default path: /opt/trellix/uploads/config

  6. Enter a specific artifact filename, or press Enter to browse available artifacts.

  7. Enter the password for the config user.

    The system displays a list of artifacts available on the remote server.

  8. At the Select artifact to download prompt, type the number corresponding to the artifact and press Enter.

    The deployment process automatically begins.

    5-downloadfromserver.png

Option 6: Upload manually

Use this option to view the directory structure and permission requirements to create and manually upload a custom artifact.

  1. Perform steps 1-4.

  2. Type 6 and press Enter.

    The system displays the required folder structure, file location, and permission requirements for a valid artifact.

    6-filestructure.png
  3. Ensure your tar.gz file matches the folder structure containing metadata/, nodes/, cluster-apis/, security/ directories.

  4. Ensure that all files within the subdirectories are owned by the config user, and that the .tar.gz archive is owned by the config user and the sshusers group.

  5. Use a secure transfer tool (like SCP or WinSCP) to upload your artifact to the /opt/trellix/uploads/config directory on the appliance.

  6. Once the correct file is uploaded, run the opensearch cluster deploy command as the admin user.

  7. Type 4 to deploy using Browse all local artifacts, then select your manually uploaded file from the list to begin deployment.

Verify the deployment

The deployment process can take a few minutes. A success message appears after the deployment is completed.

  1. To verify the status of the cluster, run the following command:

    show opensearch status
    1-opensearch_status.png
  2. To verify the JVM heap size and node roles, run the following commands:

    enable 
    [sudo] password for admin:
    shell 
    curl -k -X GET "https://localhost:9200/_cat/nodes?v&h=name,ip,heap.max,ram.max,node.role" --cert /etc/opensearch/certs/opensearch-admin.pem --key /etc/opensearch/certs/opensearch-admin-key.pem
    2-JVM_memory.png