OpenTelemetry

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This guide walks you through the steps required to monitor the performance and overall health of your Materialize region using any OpenTelemetry-compatible destination. Self-Managed Materialize pushes metrics, and optionally logs, over OTLP from the monitoring stack the Materialize Terraform modules install.

How it works

The stack collects metrics and logs before any destination is involved. For the collection pipeline and where that data is stored by default, see How logs and metrics are stored.

An OTLP destination is additive. It receives its own filtered copy of the metrics, and the bundled Thanos, Grafana, and Alertmanager keep working as before. Several additive destinations can run at once, each with its own filter.

Instructions

Before you begin

Ensure you have:

NOTE: The Terraform steps on this page require v12.0.0 or later of the Materialize Terraform Modules, which is where the monitoring module accepts these destinations. If you install the materialize-monitoring chart with Helm rather than through the Terraform modules, no Terraform release applies and neither does enable_observability. Follow the Helm instructions at the end of this page instead.

You also need:

  • Your destination’s OTLP endpoint, as a host[:port] with no scheme, and whether it accepts OTLP over gRPC or HTTP.

  • The credential it expects. The gateway supports an API-key request header or a bearer token, and the two are mutually exclusive.

Step 1. Enable observability

The Materialize Terraform Modules take an enable_observability variable. Starting with v12.0.0 it defaults to true, so a fresh apply installs the monitoring stack without any configuration, and bumping ref=<tag> to v12.0.0 or later installs it on a deployment that never set the variable.

  1. To confirm the setting, or to change it, set it explicitly in your terraform.tfvars:

    enable_observability = true    # default starting with Materialize Terraform Modules v12.0.0
    
  2. Apply the configuration:

    terraform apply
    

    The apply creates the object storage and cloud identities for metrics and logs, and installs the stack into the monitoring namespace.

WARNING! The stack and its supporting resources are billable, and the generic node pool may need to grow before the first apply can schedule everything. If you do not want it, set enable_observability = false before upgrading to Materialize Terraform Modules v12.0.0.

Step 2. Choose which metrics to deliver

Most OTLP platforms are metered, so the volume you send is a cost decision. Decide the floor before you configure the destination, because it is the input you are most likely to want to change later.

Every metric the stack collects carries an importance tier, and each destination keeps only the metrics at or above a floor you choose. The tiers below run from most to least important, and the floor is cumulative: it keeps that tier and every tier above it.

Tier What it covers
essential The metrics that are critical and that you would always want available. These are the ones used in alerting.
recommended The metrics used in dashboards, and generally desirable for troubleshooting.
extended The metrics used by optional and experimental dashboards.
diagnostic The metrics used for in-depth troubleshooting and analysis.
all Absolutely everything scraped, including metrics no tier classifies. Suited to cheap storage such as the bundled Thanos, not to a metered backend.

The tiers are shared across the stack, so a tier selected in Terraform means the same set of metrics as the same tier selected in Helm. For the membership of each tier, see List of metrics ⧉. For the metrics Materialize recommends dashboarding and alerting on, see essential metrics, and for everything it exposes, the appendix of all metrics.

NOTE: The extended and diagnostic tiers are still being populated, so today they resolve to the same set as recommended. To send everything that is scraped, use all, not diagnostic.
WARNING! The filter fails open. If the allowlist reaches the gateway empty, the gateway sends everything to that destination rather than nothing. That is safe for visibility and expensive on a metered backend, so check the receiving backend’s ingest volume after a configuration change.

otlp_metrics.min_importance defaults to recommended, which covers the metrics the dashboards and alerts use. The bundled Thanos keeps all regardless, so lowering this floor does not cost you local fidelity.

Step 3. Export to an OTLP endpoint

The destination is configured on the monitoring module block, not through a root variable of the examples. It provisions no cloud resources, so there is no enable_otlp toggle: setting otlp_metrics is what turns it on.

  1. In the monitoring module block of your Terraform, add:

    module "monitoring" {
      # ...
    
      otlp_metrics = {
        url            = "otlp.example.com:4317"
        protocol       = "grpc"
        min_importance = "recommended"
      }
      otlp_auth_bearer_token = var.otlp_token
    }
    

    The examples ship this block commented out, so you can uncomment it in place.

    Field Default Purpose
    url required The endpoint as host[:port], with no scheme.
    protocol grpc grpc for OTLP/gRPC, http for OTLP/HTTP.
    compression unset gzip for compatibility, snappy for throughput.
    min_importance recommended Which metrics to send. See Step 2.
    auth_headers {} Non-secret request headers, such as a dataset or tenant name.
    WARNING! url takes no scheme. A https:// prefix fails when the gateway starts, not at plan time.
  2. Supply the credential. Two inputs carry credentials, and they are mutually exclusive because the gateway has a single auth slot per OTLP destination. Setting both fails the plan rather than silently dropping one.

    Input Use when
    otlp_auth_header_secrets The destination authenticates with an API-key header. This is how most OTLP vendors work. See Honeycomb for a worked example.
    otlp_auth_bearer_token The destination takes Authorization: Bearer.

    Declare the value as a sensitive variable and pass it the way you pass other secrets:

    variable "otlp_token" {
      type      = string
      sensitive = true
    }
    
    export TF_VAR_otlp_token='<your-token>'
    
    NOTE: auth_headers renders its values into the gateway’s configuration as literals, so anything secret belongs in otlp_auth_header_secrets instead. Non-secret routing headers and secret credential headers compose into one header set.
  3. Apply the configuration:

    terraform apply
    

Credentials do not travel through the Helm values. The monitoring module puts them in a Kubernetes Secret that the gateway mounts, so they are not recoverable with helm get values and do not land in the rendered manifests. Rotating one rolls the gateway, because environment variables are fixed at container start and a running pod would otherwise keep authenticating with the credential it started with, indefinitely.

Step 4. Confirm metrics are being delivered

  1. Check that the gateway picked up the new configuration and is healthy:

    kubectl -n monitoring rollout status deployment/alloy-gateway
    
  2. Query the receiving backend for recent samples of a metric you expect, such as mz_dataflow_wallclock_lag_seconds.

NOTE: A backend’s metric summary, schema, or column browser is cumulative, so a metric listed there is not proof that it is arriving now. It may be left over from before a configuration change. Query for recent samples instead.
WARNING! The gateway shards scrape targets across its replicas. During a partial rollout a metric can look missing simply because its target is being scraped by a pod that has not picked up the new configuration yet. Let all gateway replicas roll out before concluding that a metric is being filtered.

Step 5. Configure alerts

Build alerts in your destination from the metrics and thresholds in Alerting.

The monitoring stack also ships Alertmanager rules that evaluate against the bundled Thanos. Decide which system owns which alerts rather than running both against the same thresholds and paging twice.

How to forward logs

The gateway collects logs as well as metrics, and can forward them to the same OpenTelemetry destinations. The bundled Loki continues to receive them either way. Enable it through additional_values on the monitoring module block:

additional_values = [
  <<-EOT
    pipeline:
      logging:
        gateway:
          destination:
            otel:
              enabled: true
  EOT
]

The switch is not per-destination. It turns on the log path to every logs-capable exporter the gateway has enabled, so if you have both a Datadog and a generic OTLP destination configured, both receive the logs. Google Cloud Monitoring is metrics-only and cannot receive them, and enabling the switch with no logs-capable exporter configured fails the install rather than silently dropping the logs.

Logs are considerably higher volume than metrics, and backends generally bill for them separately from metrics. Turn this on deliberately.

For the log storage options in full, see How logs and metrics are stored.

Instructions when using Helm

If you install the materialize-monitoring chart directly rather than through the Terraform modules, the destination is a chart value and the credential is a Secret you create.

  1. Enable the generic OTLP exporter and pick an auth type:

    pipeline:
      metrics:
        gateway:
          destination:
            otel:
              enabled: true
              otlpExporter:
                enabled: true
                url: otlp.example.com:4317
                protocol: grpc
                compression: gzip
                minMetricImportance: recommended
              auth:
                authType: bearer
    

    authType is one of none, basic, bearer, headers, awsSigv4, or custom. Authentication is configured once under otel.auth and shared by the OTLP exporter.

  2. Create the gateway Secret with the credential. The chart does not create it, and mounts it optionally, so a wrong name or namespace is ignored silently rather than failing:

    kubectl create secret generic mzmon-alloy-gateway-env \
      --namespace monitoring \
      --from-literal=GATEWAY_OTEL_DEST_BEARER_TOKEN='<your-token>'
    
    Auth type Secret keys
    basic GATEWAY_OTEL_DEST_USERNAME, GATEWAY_OTEL_DEST_PASSWORD
    bearer GATEWAY_OTEL_DEST_BEARER_TOKEN
    headers whatever each header’s valueEnv names, which you choose
    awsSigv4 none. It signs with the gateway pod’s IRSA identity
    WARNING! The Secret name must match the release, so with the default fullnameOverride: mzmon it is mzmon-alloy-gateway-env, in the namespace the gateway runs in. In production, source it from Sealed Secrets, External Secrets, or SOPS rather than committing a raw credential.

For the full value reference, see Metrics > Storing ⧉.

See also

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