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OTEL Remote Management GA
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23 changes: 23 additions & 0 deletions blog-service/2025-01-06-otel-remote-management.md
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@@ -0,0 +1,23 @@
---
title: Remote Management for OpenTelemetry Collector (Collection)
image: https://help.sumologic.com/img/sumo-square.png
keywords:
- collection
- opentelemetry
- otel
- remote-management
hide_table_of_contents: true
---

import useBaseUrl from '@docusaurus/useBaseUrl';

<a href="https://help.sumologic.com/release-notes-service/rss.xml"><img src={useBaseUrl('img/release-notes/rss-orange2.png')} alt="icon" width="50"/></a>

The Sumo Logic Distribution for OpenTelemetry Collector now supports remote management, enabling you to configure and manage data collection directly from the Sumo Logic UI. With this feature, you can:

* **Simplify configuration**. Set up and manage data collection for multiple collectors without server access.
* **Streamline workflows**. Use tags to group collectors and apply centralized Source Templates, reducing redundancy and manual effort.
* **Enhance automation**. Automatically monitor new servers by tagging them during setup.
* **Accelerate time to value**. Start collecting data in minutes with an intuitive UI and no need to manage configuration files.

This release provides a faster, more efficient way to manage large-scale data collection, supporting scalable and automated operations. [Learn more](/docs/send-data/opentelemetry-collector/remote-management).
2 changes: 1 addition & 1 deletion cid-redirects.json
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"/cid/9008": "/docs/alerts/webhook-connections/new-relic",
"/cid/10333": "/docs/send-data/opentelemetry-collector/remote-management/processing-rules",
"/cid/10334": "/docs/send-data/opentelemetry-collector/remote-management/processing-rules/include-and-exclude-rules",
"/cid/10335": "/docs/send-data/opentelemetry-collector/remote-management/processing-rules/metrics-include-and-exclude-rules",
"/cid/10335": "/docs/send-data/opentelemetry-collector/remote-management/processing-rules/include-and-exclude-rules",
"/cid/10336": "/docs/send-data/opentelemetry-collector/remote-management/processing-rules/mask-rules",
"/cid/9010": "/docs/send-data/opentelemetry-collector",
"/cid/9011": "/docs/send-data/opentelemetry-collector/install-collector/linux",
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6 changes: 3 additions & 3 deletions docs/reuse/apps/opentelemetry/collector-installation.md
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Expand Up @@ -2,16 +2,16 @@ import useBaseUrl from '@docusaurus/useBaseUrl';

In this step, we will install the collector and add a uniquely identifiable tag to these collectors.

1. [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select **Manage Data > Collection > OpenTelemetry Collection**. <br/>[**New UI**](/docs/get-started/sumo-logic-ui). In the Sumo Logic top menu select **Configuration**, and then under **Data Collection** select **OpenTelemetry Collection**. You can also click the **Go To...** menu at the top of the screen and select **OpenTelemetry Collection**.
1. [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select **Manage Data > Collection > OpenTelemetry Collection**. <br/>[**New UI**](/docs/get-started/sumo-logic-ui). In the Sumo Logic top menu select **Configuration**, and then under **Data Collection** select **OpenTelemetry Collection**. You can also click the **Go To...** menu at the top of the screen and select **OpenTelemetry Collection**.
1. On the **OpenTelemetry Collection** page, click **Add Collector**.
1. Select the platform of the remote host in the **Set up Collector** section.<br/><img src={useBaseUrl('img/send-data/linux-install.png')} alt="Linux-install" style={{border: '1px solid gray'}} width="800"/>
1. Enter your **Installation Token**.
1. Under **Tag data on Collector level**, add a new key-value pair by clicking **+New tags**, for example, `application = Apache` to identify these collectors as having Apache running on them.
1. For **Collector Settings**, leave it as default.
1. Under **Generate and run the command to install the collector**, copy the command and execute it in your system terminal, where the collector needs to be installed.<br/><img src={useBaseUrl('img/send-data/linux-terminal-installation.png')} alt="Linux-terminal-installation" width="800"/>
1. Wait for the installation process to complete, then click **Next** to proceed.
1. On the next screen, you will see a list of available Source Templates.
1. On the next screen, you will see a list of available source templates.

:::note
If you close this Source template creation screen, you can navigate back. [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select **Manage Data > Collection > Source Template**. <br/>[**New UI**](/docs/get-started/sumo-logic-ui). In the Sumo Logic top menu select **Configuration**, and then under **Data Collection** select **Source Template**. You can also click the **Go To...** menu at the top of the screen and select **Source Template**.
If you close this source template creation screen, you can navigate back. [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select **Manage Data > Collection > Source Template**. <br/>[**New UI**](/docs/get-started/sumo-logic-ui). In the Sumo Logic top menu select **Configuration**, and then under **Data Collection** select **Source Template**. You can also click the **Go To...** menu at the top of the screen and select **Source Template**.
:::
10 changes: 5 additions & 5 deletions docs/reuse/apps/opentelemetry/data-configuration.md
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@@ -1,9 +1,9 @@
import useBaseUrl from '@docusaurus/useBaseUrl';

In this step, we'll create a data collection configuration and link them to all the collectors that have particular tags.
1. Complete the Source Template form by providing the necessary details, then click **Next**.
1. On the **Link Collectors** step, you will have the option to link the collectors using the Collector name or by adding tags to find the group of collectors. For our scenario, we will add the tag `application = Apache`.<br/><img src={useBaseUrl('img/send-data/local-file-apache.png')} alt="local-file-apache" style={{border: '1px solid gray'}} width="300"/>

1. Complete the source template form by providing the necessary details, then click **Next**.
1. On the **Link Collectors** step, you will have the option to link the collectors using the Collector name or by adding tags to find the group of collectors. In this Apache example, we will add the tag `application = Apache`.<br/><img src={useBaseUrl('img/send-data/local-file-apache.png')} alt="local-file-apache" style={{border: '1px solid gray'}} width="300"/>
1. Click **Preview Collector(s)** to see the list of collectors that will be linked to the newly created source template.<br/><img src={useBaseUrl('img/send-data/link-collectors.png')} alt="link-collectors" style={{border: '1px solid grey'}} width="800"/>
1. Click **Next** to complete the Source Template creation. In the background, the system will apply the configuration to all the linked collectors and will start collecting the respective telemetry data from the remote host.
1. Click the **Log Search** or **Metric Search** icon to search for data collected for this Source Template.
1. Click **Next** to complete the source template creation. In the background, the system will apply the configuration to all the linked collectors and will start collecting the respective telemetry data from the remote host.
1. Click the **Log Search** or **Metric Search** icon to search for data collected for this source template.
70 changes: 17 additions & 53 deletions docs/send-data/opentelemetry-collector/remote-management/index.md
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@@ -1,62 +1,26 @@
---
slug: /send-data/opentelemetry-collector/remote-management
title: OpenTelemetry Remote Management
title: OpenTelemetry Collector Remote Management
sidebar_label: Remote Management
---

import useBaseUrl from '@docusaurus/useBaseUrl';

<head>
<meta name="robots" content="noindex" />
</head>

<p><a href="/docs/beta"><span className="beta">Beta</span></a></p>

This feature is in Beta. To participate, contact your Sumo Logic account executive.

The Sumo Logic Distribution for OpenTelemetry Collector simplifies remote management of data collection, allowing setup from the Sumo Logic UI and deployment to multiple collectors.

## Remote Management features

### Collector tags

With remote management, you can tag your [OpenTelemetry Collectors](/docs/send-data/opentelemetry-collector) to categorize and group them. These tags are also enriched in your data, enabling you to use them in your dashboards and searches.

### Source templates

Remote management data configuration for OpenTelemetry collectors is handled using Source templates. This feature extends the [Installed Collector Source](/docs/send-data/installed-collectors/sources) template, allowing association with multiple collectors.

Use collector tags to group collectors and associate Source templates to these groups, reducing redundancy in data collection setup. This process, known as *Collector Linking*, streamlines configuration management.

## How it works

To illustrate the setup and configuration process, let's walk through an example scenario where you'd need to monitor Apache error logs from 50 Linux servers.

### Step 1: Install collectors

First, you'll need to install the OpenTelemetry collectors on each of the 50 servers and tag them to indicate that they are running Apache.

1. [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select **Manage Data > Collection > OpenTelemetry Collection**. <br/>[**New UI**](/docs/get-started/sumo-logic-ui). In the Sumo Logic top menu, select **Configuration**, and then under **Data Collection** select **OpenTelemetry Collection**.
1. Click **Add Collector**.
1. In the **Set up Collector** step, choose **Linux** as the platform.<br/><img src={useBaseUrl('img/send-data/linux-install.png')} alt="linux-install" style={{border: '1px solid gray'}} width="800"/>
1. Enter your **Installation Token**.
1. Under **Tag data on Collector level**, add a new tag, `“application = Apache”`.
1. Leave the **Collector Settings** at their default values.
1. Under **Generate and run the command to install the collector**, copy and run the installation command in your system terminal where the collector needs to be installed.<br/><img src={useBaseUrl('img/send-data/linux-terminal-installation.png')} alt="linux-terminal-installation" width="800"/>
1. After installation is complete, click **Next** to proceed.
1. On the next screen, you will see a list of available Source Templates. Select the **Apache Source Template** to apply the source template to start collecting logs from all linked collectors.

To revisit this screen later, you can navigate back ([**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select **Manage Data > Collection > Source Template**. [**New UI**](/docs/get-started/sumo-logic-ui). In the Sumo Logic top menu select **Configuration**, and then under **Data Collection** select **Source Template**).

### Step 2: Configure data collection

Next, you'll create a data collection configuration to gather Apache error logs and link it to all collectors tagged `"application = Apache"`.

1. Complete the Source Template form with the **Name** and **File Path** for your error logs, then click **Next**.
1. Under **Link Collectors**, add the tag `"application = Apache"`.<br/><img src={useBaseUrl('img/send-data/local-file-apache.png')} alt="local-file-apache" width="300"/>
1. Click **Preview Collector(s)** to see the list of collectors that will be linked to the newly created Source Template.<br/><img src={useBaseUrl('img/send-data/link-collectors.png')} alt="link-collectors" style={{border: '1px solid gray'}} width="800"/>
1. Click **Next** to complete Source Template creation. The system will apply the configuration to all linked collectors and start collecting Apache error logs.

### Step 3: Monitor logs

After configuring data collection, you can monitor the collected Apache error logs using the [Log Search](/docs/search). Additionally, use our [Dashboards](/docs/dashboards) to analyze the logs and gain insights from your Apache servers.
In this section, we'll introduce the following concepts:

<div className="box-wrapper" >
<div className="box smallbox card">
<div className="container">
<a href="/docs/send-data/opentelemetry-collector/remote-management/source-templates"><img src={useBaseUrl('img/send-data/otel-color.svg')} alt="OTel thumbnail icon" width="25"/><h4>Source Templates</h4></a>
<p>Simplify OpenTelemetry Collector remote management data ingestion using source templates.</p>
</div>
</div>
<div className="box smallbox card">
<div className="container">
<a href="/docs/send-data/opentelemetry-collector/remote-management/processing-rules"><img src={useBaseUrl('img/send-data/otel-color.svg')} alt="OTel thumbnail icon" width="25"/><h4>Processing Rules</h4></a>
<p>Use processing rules for an OpenTelemetry agent with Sumo Logic OpenTelemetry remote management source templates.</p>
</div>
</div>
</div>
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---
id: overview
title: OpenTelemetry Collector Remote Management Overview
sidebar_label: Overview
---

import useBaseUrl from '@docusaurus/useBaseUrl';

The Sumo Logic Distribution for OpenTelemetry Collector simplifies remote management of data collection, allowing setup from the Sumo Logic UI and deployment to multiple collectors.

## Key benefits of remote management

* Simplified setup and configuration via the Sumo Logic UI
* Tag-based collector grouping for efficient data collection
* Centralized configuration using [source templates](/docs/send-data/opentelemetry-collector/remote-management/source-templates)
* No server access required after installation
* Faster time to value and reduced manual errors

## Common use cases

* Monitoring error logs across multiple Apache servers
* Grouping collectors by environment (for example, production, staging)
* Expanding data collection for new services with minimal effort
* Simplifying migration from legacy monitoring solutions

## Remote management features

### Collector tags

With remote management, you can tag your [OpenTelemetry Collectors](/docs/send-data/opentelemetry-collector) to categorize and group them. These tags are also enriched in your data, enabling you to use them in your dashboards and searches.

### Source templates

Remote management data configuration for OpenTelemetry collectors is handled using source templates. This feature extends the [Installed Collector Source](/docs/send-data/installed-collectors/sources) template, allowing association with multiple collectors.

Use collector tags to group collectors and associate source templates to these groups, reducing redundancy in data collection setup. This process, known as *Collector Linking*, streamlines configuration management.

## How it works

To illustrate the setup and configuration process, let's walk through an example scenario where you'd need to monitor Apache error logs from 50 Linux servers.

### Step 1: Install collectors

First, you'll need to install the OpenTelemetry collectors on each of the 50 servers and tag them to indicate that they are running Apache.

1. [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select **Manage Data > Collection > OpenTelemetry Collection**. <br/>[**New UI**](/docs/get-started/sumo-logic-ui). In the Sumo Logic top menu, select **Configuration**, and then under **Data Collection** select **OpenTelemetry Collection**.
1. Click **Add Collector**.
1. In the **Set up Collector** step, choose **Linux** as the platform.<br/><img src={useBaseUrl('img/send-data/linux-install.png')} alt="Screenshot showing the Linux installation options for the collector" style={{border: '1px solid gray'}} width="800"/>
1. Enter your **Installation Token**.
1. Under **Tag data on Collector level**, add a new tag, `“application = Apache”`.
1. Leave the **Collector Settings** at their default values.
1. Under **Generate and run the command to install the collector**, copy and run the installation command in your system terminal where the collector needs to be installed.<br/><img src={useBaseUrl('img/send-data/linux-terminal-installation.png')} alt="Screenshot showing the terminal command to install the collector" width="800"/>
1. After installation is complete, click **Next** to proceed.
1. On the next screen, you will see a list of available source templates. Select the **Apache Source Template** to apply the source template to start collecting logs from all linked collectors.

To revisit this screen later, navigate to:
* [**Classic UI**](/docs/get-started/sumo-logic-ui-classic): In the main Sumo Logic menu, select **Manage Data > Collection > Source Template**.
* [**New UI**](/docs/get-started/sumo-logic-ui): In the Sumo Logic top menu select **Configuration**, and then under **Data Collection**, select **Source Template**.

### Step 2: Configure data collection

Next, you'll create a data collection configuration to gather Apache error logs and link it to all collectors tagged `"application = Apache"`.

1. Complete the source template form with the **Name** and **File Path** for your error logs, then click **Next**.
1. Under **Link Collectors**, add the tag `"application = Apache"`.<br/><img src={useBaseUrl('img/send-data/local-file-apache.png')} alt="Screenshot of the file path configuration for Apache logs" style={{border: '1px solid gray'}} width="300"/>
1. Click **Preview Collector(s)** to see the list of collectors that will be linked to the newly created source template.<br/><img src={useBaseUrl('img/send-data/link-collectors.png')} alt="Screenshot showing the linked collectors preview" style={{border: '1px solid gray'}} width="800"/>
1. Click **Next** to complete source template creation. The system will apply the configuration to all linked collectors and start collecting Apache error logs.

### Step 3: Monitor logs

After configuring data collection, you can monitor the collected Apache error logs using the [Log Search](/docs/search) and leverage [Dashboards](/docs/dashboards) to analyze the logs and gain insights from your Apache servers.
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