Files
manage/docs/observability-runbooks.md
Developer ef5311bdbb feat(observability): per-service root directories for config and data
- Replace OBSERVABILITY_DATA_ROOT with per-service *_ROOT variables in
  docker-compose.observability.yml.
- Each service root must contain config/ (mounted read-only) and data/
  (mounted read-write), grouping config and state together for Portainer.
- Update docs/observability-runbooks.md with the new variables, a setup
  script that copies repo configs into each service root, and updated
  backup/restore examples.
2026-06-17 10:11:17 +00:00

12 KiB

Observability Runbooks

Operational playbooks for the Manage self-hosted observability stack (Prometheus, Grafana, Loki, Alertmanager).

Service Overview

Service Compose name Internal URL Health check
Prometheus prometheus http://prometheus:9090 /-/healthy
Grafana grafana http://grafana:3000 /api/health
Loki loki http://loki:3100 /ready
Alloy alloy http://alloy:12345 /-/healthy
Alertmanager alertmanager http://alertmanager:9093 /-/healthy
Node Exporter node-exporter http://node-exporter:9100 /
Manage backend backend http://backend:8000 /api/health

Alert: BackupJobFailed

Severity: critical
Meaning: A backup job reported status=failed within the last hour.

Steps

  1. Open Manage → Backups and identify the failed job/run.
  2. Check the run output / logs for the failure reason.
  3. Search Loki for {container="backend"} | json | message=~"(?i)backup" around the failure time.
  4. If transient (network, lock file), retry the job.
  5. If persistent, open a task to fix the backup script or credentials.

Alert: BackupJobStuck

Severity: warning
Meaning: No successful backup run has been recorded for a job in the last 24 hours.

Steps

  1. Confirm the job is still scheduled and expected to run.
  2. Check whether the backup scheduler/host is running.
  3. Verify the job can still report success to POST /api/backups/reports.
  4. Inspect Prometheus graph for manage_backup_runs_last_success_timestamp by job_name.
  5. If the job was intentionally retired, remove or disable its reporting.

Alert: PrometheusTargetMissing

Severity: warning
Meaning: A Prometheus scrape target is down (up == 0) for more than 2 minutes.

Steps

  1. Identify job and instance from the alert labels.
  2. Check the container/process status:
    • docker compose ps <service>
    • docker compose logs --tail 100 <service>
  3. Verify network reachability from the Prometheus container:
    • docker compose exec prometheus wget -qO- http://<instance>/
  4. If the target is a remote Node Exporter:
    • Check the machine is reachable over SSH.
    • Verify Node Exporter is installed and running (systemctl status node_exporter).
    • Confirm the scrape host/port in Manage → Settings for that machine.
  5. Restart if needed: docker compose restart <service>.

Alert: AlertmanagerDown

Severity: critical
Meaning: Prometheus cannot scrape Alertmanager; new alerts may not be delivered.

Steps

  1. Check container status: docker compose ps alertmanager
  2. Review logs: docker compose logs --tail 200 alertmanager
  3. Validate config syntax:
    • docker compose exec alertmanager amtool check-config /etc/alertmanager/alertmanager.yml
  4. Verify SMTP environment variables are present if using email receivers.
  5. Restart: docker compose restart alertmanager

Alert: GrafanaDown

Severity: warning
Meaning: Grafana is unreachable; dashboards and iframe panels in Manage are unavailable.

Steps

  1. Check container status and logs.
  2. Verify the OAuth client configuration is correct (GF_AUTH_GENERIC_OAUTH_*).
  3. If embedded panels are blank, confirm Grafana allow_embedding = true and cookie settings.
  4. Restart: docker compose restart grafana

Routine Maintenance

Check overall health

cd /path/to/manage
docker compose ps
docker compose exec prometheus wget -qO- http://127.0.0.1:9090/-/healthy
docker compose exec grafana wget -qO- http://127.0.0.1:3000/api/health
docker compose exec loki wget -qO- http://127.0.0.1:3100/ready
docker compose exec alertmanager wget -qO- http://127.0.0.1:9093/-/healthy

Reload Prometheus after rule/config changes

Prometheus is started with --web.enable-lifecycle, so a SIGHUP or HTTP call reloads config:

curl -X POST http://localhost:9090/-/reload

Inspect logs

# All backend logs in Loki via Grafana Explore, or locally:
docker compose logs --tail 500 backend

# Specific service:
docker compose logs -f prometheus

Storage usage

docker system df -v
docker compose exec prometheus du -sh /prometheus
docker compose exec loki du -sh /loki
docker compose exec grafana du -sh /var/lib/grafana

Backup and Disaster Recovery

The observability data lives on the host under OBSERVABILITY_DATA_ROOT (./observability-data by default). Subdirectories are created for each service:

  • prometheus
  • loki
  • grafana
  • alertmanager
  • alloy

Backup data

# Stop the stack to ensure consistency
docker compose -f docker-compose.observability.yml down

# Back up the whole data directory
rsync -aP --delete "$OBSERVABILITY_DATA_ROOT" /mnt/backups/observability-data/

# Start the stack again
docker compose -f docker-compose.observability.yml up -d

Restore data

docker compose -f docker-compose.observability.yml down
rm -rf "$OBSERVABILITY_DATA_ROOT"
rsync -aP /mnt/backups/observability-data/ "$OBSERVABILITY_DATA_ROOT"
docker compose -f docker-compose.observability.yml up -d

Standalone Observability Stack

Run the observability services without the Manage backend or frontend:

cd /path/to/manage
# create an env file with at least the required variables
cat > .env.observability <<EOF
CERT_RESOLVER=myresolver

PROMETHEUS_ROOT=/var/lib/manage/observability/prometheus
LOKI_ROOT=/var/lib/manage/observability/loki
ALLOY_ROOT=/var/lib/manage/observability/alloy
GRAFANA_ROOT=/var/lib/manage/observability/grafana
ALERTMANAGER_ROOT=/var/lib/manage/observability/alertmanager

GRAFANA_APP_HOST=grafana.example.com
PROMETHEUS_APP_HOST=prometheus.example.com
ALERTMANAGER_APP_HOST=alertmanager.example.com
EOF

# prepare config directories from the repository defaults
mkdir -p "$PROMETHEUS_ROOT"/{config,data} "$LOKI_ROOT"/{config,data} "$ALLOY_ROOT"/{config,data} "$GRAFANA_ROOT"/{config,data} "$ALERTMANAGER_ROOT"/{config,data}
cp monitoring/prometheus/prometheus.standalone.yml "$PROMETHEUS_ROOT/config/prometheus.yml"
cp -r monitoring/prometheus/rules "$PROMETHEUS_ROOT/config/rules"
cp -r monitoring/prometheus/file-sd "$PROMETHEUS_ROOT/config/file-sd"
cp monitoring/loki/loki.yml "$LOKI_ROOT/config/loki.yml"
cp monitoring/alloy/config.alloy "$ALLOY_ROOT/config/config.alloy"
cp monitoring/grafana/grafana.ini "$GRAFANA_ROOT/config/grafana.ini"
cp -r monitoring/grafana/provisioning "$GRAFANA_ROOT/config/provisioning"
cp monitoring/alertmanager/alertmanager.yml "$ALERTMANAGER_ROOT/config/alertmanager.yml"

docker compose -f docker-compose.observability.yml --env-file .env.observability up -d

Each service root must contain config/ (read-only config files) and data/ (runtime state). If you do not use Traefik, set CERT_RESOLVER to any non-empty value and do not attach the services to a web network. The direct host ports still work without Traefik.

Reachable web UIs

Only three services expose a human-facing web interface. With Traefik they are served on their public hostnames; direct ports are still open on localhost for debugging.

Service Has UI Direct URL Traefik hostname variable Notes
Grafana yes http://localhost:3000 GRAFANA_APP_HOST Dashboards, log explore, alert management
Prometheus yes http://localhost:9090 PROMETHEUS_APP_HOST Query, targets, alerts, config status
Alertmanager yes http://localhost:9093 ALERTMANAGER_APP_HOST Alerts, silences, routing status
Loki no http://localhost:3100 none Log API only; browse logs through Grafana
Alloy partial http://localhost:12345 none Agent debug UI for pipeline inspection
Node Exporter no http://localhost:9100 none Metrics endpoint only (/metrics)

Grafana defaults to admin / admin. Datasources and dashboards are provisioned automatically.

Environment variables

Variable Default Purpose
PROMETHEUS_ROOT required Absolute host directory for Prometheus config and data. Must contain config/ and data/.
LOKI_ROOT required Absolute host directory for Loki config and data. Must contain config/ and data/.
ALLOY_ROOT required Absolute host directory for Alloy config and data. Must contain config/ and data/.
GRAFANA_ROOT required Absolute host directory for Grafana config and data. Must contain config/ and data/.
ALERTMANAGER_ROOT required Absolute host directory for Alertmanager config and data. Must contain config/ and data/.
CERT_RESOLVER required Traefik certificate resolver name (for example letsencrypt or cloudflare). Must be set before deploy.
TRAEFIK_ENTRYPOINT websecure Traefik entrypoint to use for the web UIs.
GRAFANA_APP_HOST required Public hostname for Grafana (for example grafana.example.com).
GRAFANA_APP_NAME grafana Traefik router/service name for Grafana.
GRAFANA_APP_PORT 3000 Internal port Traefik forwards to for Grafana.
PROMETHEUS_APP_HOST required Public hostname for Prometheus (for example prometheus.example.com).
PROMETHEUS_APP_NAME prometheus Traefik router/service name for Prometheus.
PROMETHEUS_APP_PORT 9090 Internal port Traefik forwards to for Prometheus.
ALERTMANAGER_APP_HOST required Public hostname for Alertmanager (for example alertmanager.example.com).
ALERTMANAGER_APP_NAME alertmanager Traefik router/service name for Alertmanager.
ALERTMANAGER_APP_PORT 9093 Internal port Traefik forwards to for Alertmanager.
PROMETHEUS_PORT 9090 Direct host port for Prometheus web UI and API.
LOKI_PORT 3100 Direct host port for Loki API.
ALLOY_PORT 12345 Direct host port for Alloy debug UI.
GRAFANA_PORT 3000 Direct host port for Grafana web UI.
ALERTMANAGER_PORT 9093 Direct host port for Alertmanager web UI.
NODE_EXPORTER_PORT 9100 Direct host port for Node Exporter metrics endpoint.
GRAFANA_ADMIN_USER admin Grafana admin username.
GRAFANA_ADMIN_PASSWORD admin Grafana admin password. Change this in production.
GF_AUTH_GENERIC_OAUTH_CLIENT_ID empty Generic OAuth client ID for Authentik or another provider.
GF_AUTH_GENERIC_OAUTH_CLIENT_SECRET empty Generic OAuth client secret.
GF_AUTH_GENERIC_OAUTH_AUTH_URL empty OAuth authorization endpoint.
GF_AUTH_GENERIC_OAUTH_TOKEN_URL empty OAuth token endpoint.
GF_AUTH_GENERIC_OAUTH_API_URL empty OAuth userinfo endpoint.
LOG_LEVEL INFO Grafana log level.
SMTP_HOST smtp.example.com SMTP host for Alertmanager email notifications.
SMTP_PORT 587 SMTP port for Alertmanager.
SMTP_USERNAME empty SMTP username.
SMTP_PASSWORD empty SMTP password.
SMTP_FROM_ADDRESS no-reply@example.com From address for alert emails.
ALERT_EMAIL_TO admin@example.com Default recipient for alert emails.

Prometheus and Alertmanager do not have authentication. When exposing them through Traefik, add a basic-auth middleware or restrict access by network.

To scrape a Manage backend from this standalone stack, edit monitoring/prometheus/prometheus.standalone.yml and add a static target for the backend's /metrics endpoint, or drop a file-SD JSON file into monitoring/prometheus/file-sd/.

Backing up standalone data

Because config and data are stored on the host under each service root, you can back them up with normal filesystem tools:

for svc in prometheus loki alloy grafana alertmanager; do
  rsync -aP --delete "/var/lib/manage/observability/$svc" "/mnt/backups/observability/$svc"
done

Stop the stack first if you need a consistent snapshot.

Scaling Notes

  • The current deploy.resources blocks are tuned for a small homelab. Raise memory limits if you monitor many machines or retain logs longer than 30 days.
  • Loki is configured for single-node filesystem storage. For larger deployments, migrate to object storage (S3/GCS/MinIO) and a shared index.
  • Prometheus remote-write or Thanos/Cortex can be added later for long-term metrics without changing application instrumentation.