Workflows & Guides
Documentation explains what features do. Workflows show how to accomplish real-world tasks using those features together. Follow these step-by-step guides to quickly complete common monitoring scenarios.
Quick Start
Never used Xitoring before? Start with Monitor Your First Server for complete onboarding.
Getting Started Workflows
Monitor Your First Server
Complete end-to-end workflow from account creation to receiving your first alert.
You'll accomplish:
- Install Xitogent on a server
- See metrics appear in dashboard
- Review integration recommendations and enable needed integrations
- Create first trigger with Auto-Trigger recommendations
- Configure notification role
- Test alerting system
Time: 20-30 minutes
Difficulty: Beginner
Requirements: Access to a Linux or Windows server
Monitor an API Endpoint
Set up external monitoring for a website or API using uptime checks.
You'll accomplish:
- Create HTTP uptime check
- Configure expected response (status code, content)
- Select multi-node monitoring (global availability)
- Set up triggers for downtime and performance
- Configure SSL certificate monitoring
- Receive test alert
Time: 10-15 minutes
Difficulty: Beginner
Requirements: URL of service to monitor
Set Up a Complete Alerting Strategy
Configure notification routing for different teams and severities.
You'll accomplish:
- Create notification roles (on-call, dev team, management)
- Configure notification channels (email, Slack, SMS, webhooks)
- Set up escalation rules (alert X, then Y if not resolved)
- Configure quiet hours and notification schedules
- Test notification delivery
- Handle incident acknowledgement workflow
Time: 25-35 minutes
Difficulty: Intermediate
Requirements: Team structure/on-call schedule defined
Migration Workflows
Migrate from Another Monitoring Service
Systematic migration approach preserving monitoring coverage during transition.
You'll accomplish:
- Audit current monitoring setup (what's being monitored)
- Plan Xitoring equivalent configuration
- Set up Xitoring in parallel (don't remove old monitoring yet)
- Validate Xitoring alerting matches old system
- Gradual cutover strategy
- Post-migration cleanup
Time: 2-4 hours (varies by complexity)
Difficulty: Advanced
Requirements: Access to current monitoring system, list of monitored resources
Specific migration guides:
Advanced Workflows
Monitor Production Deployment
Ensure deployment doesn't break monitoring or introduce unmonitored services.
Workflow:
- Before deployment:
- Document current monitored services/endpoints
- Create Maintenance Schedule for deployment window
- During deployment:
- Alerts automatically silenced during maintenance window
- Monitor deployment progress separately
- After deployment:
- Trigger manual Auto-Discovery scan
- Verify all services detected
- Enable new integration if new services added
- Remove maintenance schedule
- Confirm alerting resumed
Time: 15 minutes (plus deployment time)
Difficulty: Intermediate
Create Custom Dashboard for Stakeholders
Build executive/customer-facing status view without exposing all technical metrics.
Workflow:
- Identify audience:
- Executive: High-level uptime, incident count, SLA compliance
- Customer: Service status, response times (no internal infrastructure)
- Engineering: All metrics, integration details, resource utilization
- Create Custom Dashboard:
- Add relevant widgets (uptime percentage, response time graph, incident list)
- Filter metrics (show only customer-facing services)
- Customize time ranges (last 7 days, last 30 days)
- Configure sharing:
- Public URL (for customers/stakeholders without Xitoring accounts)
- Read-only access (for team members who shouldn't change config)
- Embed in tools:
- Link in Slack channel ("View Live Status Dashboard")
- Embed in internal wiki/documentation
- Display on office TV/NOC screens
Time: 30-45 minutes
Difficulty: Intermediate
Set Up Public Status Page
Provide customer-facing service status transparency.
Workflow:
- Decide what to expose:
- Customer-facing services only (API, website, payment processing)
- Don't expose internal infrastructure (database, cache, background workers)
- Create Status Page:
- Add monitored services customers care about
- Configure status labels ("Operational", "Degraded", "Outage")
- Customize branding (logo, colors, domain)
- Configure incident posting:
- Automatic incident posting (when trigger fires, post to status page)
- Manual override (post updates, mark resolved)
- Incident templates for common scenarios
- Publish:
- Custom domain (status.yourcompany.com)
- Link in product footer/header
- Subscribe functionality (customers get email when incidents posted)
Time: 45-60 minutes
Difficulty: Intermediate
Monitor Infrastructure as Code (IaC)
Integrate Xitoring into Terraform/Ansible deployments for automatic monitoring setup.
Workflow:
- Infrastructure deployment creates resources:
- Terraform provisions new EC2 instance
- Ansible installs application stack (Nginx, PostgreSQL, Redis)
- Automation adds monitoring:
- Use Xitoring CLI or API to add server
- Install Xitogent via Ansible playbook
- Auto-Discovery detects Nginx, PostgreSQL, Redis
- Automation enables discovered integrations via API
- Creates uptime check for application URL
- Creates triggers using Auto-Trigger recommendations
- Assigns notification role
- Result:
- Monitoring configured automatically during deployment
- No manual dashboard clicks needed
- Consistent monitoring across all deployments
Time: 2-3 hours initial setup, then automatic
Difficulty: Advanced
Requirements: Terraform/Ansible experience, API familiarity
Troubleshooting Workflows
Debug Why No Data Appearing
Systematic troubleshooting when server shows "Waiting for data" after agent install.
Workflow:
- Verify agent installed:
# Linux systemctl status xitogent # Windows Get-Service -Name Xitogent - Check agent logs:Look for: connection errors, authentication failures
tail -50 /var/log/xitogent.log - Verify network connectivity:
- Agent can reach xitoring.com
- Firewall not blocking outbound HTTPS
- Check registration:
- Dashboard → Servers → Verify server appears
- If not: Re-run install script (overwrites existing install)
- Force data collection:
- Restart agent:
systemctl restart xitogent - Wait 5 minutes
- Refresh dashboard
- Restart agent:
See FAQ: Agent installed but "Waiting for data" persists for detailed troubleshooting.
Time: 10-15 minutes
Difficulty: Beginner
Investigate False Positive Alerts
Determine why getting alerts when service actually UP.
Workflow:
- Review incident details:
- Dashboard → Incidents → [Incident] → Timeline
- What triggered alert? (metric value, check failure)
- How long did condition persist?
- Check service was actually OK:
- Review application logs for same timeframe
- Service health metrics (no errors during alert period)
- User complaints? (If no complaints, likely false positive)
- Identify cause:
- Brief spike: Service momentarily spiked (normal variation)
- Solution: Increase Fault Tolerance or raise threshold
- Monitoring network issue: Single node reported down, service UP
- Solution: Enable multi-node monitoring (majority voting)
- Threshold too sensitive: Alert at 80% CPU, but normal peak is 75%
- Solution: Increase threshold to 90% or use Auto-Trigger baseline
- Brief spike: Service momentarily spiked (normal variation)
- Adjust configuration:
- Edit trigger with new threshold or FT
- Document why changed (for future reference)
- Monitor for recurrence:
- Wait 7 days
- If false positives stop: problem solved
- If still happening: further tuning needed
See FAQ: How can I reduce unnecessary notifications for strategies.
Time: 15-20 minutes
Difficulty: Intermediate
See Also
Core Documentation:
- Getting Started - High-level onboarding overview
- Server Monitoring - In-depth server monitoring docs
- Uptime Monitoring - Uptime check documentation
- Integrations - All 30+ integration guides
Help Resources:
- FAQ - Common questions and troubleshooting
- Glossary - Terminology reference
- Release Notes - What's new in Xitoring
Next Step: Choose the workflow matching your immediate goal from the list above and work through it step-by-step. Come back for more workflows as your monitoring needs grow!