Checkmk
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1. Setup menu

Your entry point to the configuration of Checkmk is the Setup menu, which you can open via the navigation bar:

Setup menu in the navigation bar.

In this menu you will find the tools with which you can set up and configure Checkmk. The menu is divided into topics. Below each topic you will find the menu items.

The following table gives an overview of the menus and in which part of the User guide you will find more detailed information.

MenuContent

Hosts

The administration of hosts to be monitored. Here you will find the hosts, the host monitoring rules, the host tag groups, the connections for the dynamic host management, the host groups and the rules for the hardware/software inventory. With the custom host attributes, you can create attributes yourself that are added to the properties of the hosts.

Services

The configuration of services running on the hosts. Here you will find the rules for service monitoring, for service discovery, for enforced services (manual checks) and for monitoring network services like HTTP, TCP, email (active checks). In addition, you can open the list of service groups and the catalog of check plug-ins in Checkmk.

Business Intelligence

Getting started with the management of Business Intelligence (BI).

Agents

The monitoring agents that transmit the data from the hosts. Here there are the Checkmk agents for Linux, Windows and other operating systems for download and in the CEE Checkmk Enterprise Editions access to the Agent Bakery, which can be used to configure, package and automatically update agents. You can also find rules for monitoring other systems — e.g. via SNMP. The entry VM, Cloud, Container leads you, among other things, to the rules for Amazon Web Services (AWS), Microsoft Azure, Kubernetes, Prometheus, and VMWare ESXi.

Events

The processing of events — with rules for notifications, Event Console and alert handler.

Users

The topics around users, roles and permissions. You can call up the lists of users, contact groups and roles and set up the user management with LDAP/Active Directory.

General

Comprehensive topics can be found here, including Rule search for finding rules (again), the Global settings, the list of time periods and the entry to distributed monitoring. With Audit log you can display all changes ever made to the configuration environment and with Read only mode temporarily prevent such changes.

Maintenance

This topic summarises actions to maintain Checkmk, such as making backups, the handling of Checkmk extension packages (MKPs) or the creation of support diagnostics data.

The configuration is stored by Checkmk in a conventional text data format which experienced users can edit manually, or even create with scripts.

2. Quick setup

Once you have worked longer with the Setup menu, you will have learned its icons by heart — especially if you have the icons in the mega menus displayed for each menu item, as you can set in the User menu.

Then, for quick access, we recommend the Quick setup snapin for the sidebar with icons for each Setup menu item:

Snapin Quick setup.

By the way, there is also the complete Setup menu for the sidebar. This snapin is called Setup.

3. Activate changes

Checkmk initially saves all changes you make only in a temporary configuration environment, in which you manage hosts, services and settings, and which does not yet affect the currently running monitoring. Only by "activating the accumulated changes" are they transferred to the monitoring environment.

Changes in the configuration — e.g. the addition of a new host — therefore initially have no influence on the monitoring. Only through activation do all changes that have accumulated since the last activation become active as a ‘bundle’ at the same time.

This might seem a little cumbersome, but it does have the advantage that more complex changes can be prepared without haste in advance before being put into production. For example, after adding a new host, you might want to define thresholds or remove some services before ‘arming’ the whole thing.

Whenever you make a change to the monitoring configuration using the Setup menu, this change will at first be picked up and held as pending.

You will find information on the top right of each page of the configuration environment about how many changes have accumulated so far that are not yet activated, e.g. the button Icon for displaying 3 pending changes.. This button will take you to a list of these changes:

List of pending changes for activation.

Clicking Activate on selected sites will create a new configuration for the monitoring core from the configuration files and instruct the core to immediately begin using the new configuration:

Illustration of the change activation from the configuration environment to the monitoring environment.

This clears the list of pending changes. These entries are not lost however — they can subsequently be called up via Setup > General > Audit log. There you will find the contents of the log file with all activated changes that have ever been made in the site. The Audit log can be filtered and shows today’s changes by default.

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