Device Setup

This article explains setting up a device in the Kentik portal for new/trial customers.

Notes:

• To add/manage devices on an ongoing basis, use the Settings » Networking Devices page from the main nav menu.

• For general information about setup tasks, see Setup Overview.

About Device Setup

New/trial customers go through this device setup task as part of getting up and running with Kentik (see Setup Overview). These tasks are listed at the left of the Welcome to Network Observability page. The process involves working through a wizard that gathers needed information. You’ll also need to configure the device to collect flow data and pass it to Kentik.

Starting Device Setup

To begin the device setup task:

1. Click Connect a Router in the Setup Tasks list.

2. Click Set Up a Router in the main display area to the right of the list to open the Connect a Router wizard.

Note: Information entered on pages with a Save button is saved, but not on other pages if you use the Back button to go backwards in the wizard.

Flow Export Method

On the first page of the wizard, choose how you'd like the router's flow data (e.g., NetFlow, sFlow) to get to Kentik. Click Next.

Two options are available:

• Direct flow export: Send flow records directly to Kentik through the public Internet (see Direct Flow Export).

• kproxy export: Use Kentik's free proxy agent, which:

  • Collects flow records and SNMP for multiple routers

  • Encrypts the data locally before forwarding it to Kentik (see kproxy Export).

Direct Flow Export

The direct flow export path of the device setup wizard is covered in the following topics.

Device Setup Steps

If you chose “Direct flow export” or export via kproxy and completed the steps in kproxy Export, the next stage begins on the Register your flow source page.

The page lists steps for gathering information to complete device registration:

• General Info: Device name, description, make, model, and location.

• Flow: Technical details like IP addresses and flow sampling rate.

• SNMP: Information for enabling polling, including SNMP version and IP address.

  • SNMP polling enriches your Kentik-stored flow records with additional interface-specific data points that are queryable as dimensions (from information OIDs) and metrics (from counter OIDs).

• BGP: Information for enabling flow data correlation with BGP routing data.

  • Use this to apply customer-specific filters to query results, create routing-based tags, and run AS-oriented traffic analysis (including peering analytics).

Each category is represented in the device settings workflow as pages that gather required information and that provide instructions for configuring the device to send data to Kentik.

Setup Progress List

As you complete tasks, you'll be redirected to the Register your flow source page, where you’re progress is displayed. Completed tasks are indicated by a checkmark in the left list column and a link changing from Get Started to Edit in the right column.

When all tasks are complete, the Create Device button becomes active, allowing you to save settings and finalize device registration.

Note: If you encounter questions or need assistance, click the Get Help link at the upper right of any onboarding screen.

Device General Information

Device general information settings are accessed from the Register your flow source page:

1. Click the Get Started link in the General Info row.

2. Enter a name and description for your device on the Name Your Device page. Click Next when finished.

3. On the Device make and model page:

   1. Click the card corresponding to your device’s manufacturer.

   2. If there is more than one series or model, choose the appropriate model of your device from the Model popup.

   3. If no card is found, click the Other card.

      Note: Once you've specified your make and model, the page will advance to the next step.

4. On the Set device location page, enter the physical location (e.g., street address of a data center). We'll use this information to create a "site" for location-based queries (see About Sites). Click Finish to return to the Register your flow source page.

Device Flow Setup

After entering Device General Information, you can proceed to the flow settings:

1. Click the Get Started link in the Flow row to open the Sending IP addresses page.

2. Enter a comma-separated list of IP addresses from which the device will export flow data to Kentik. Click Next when finished.

3. Set the rate at which the device generates flow records on the Flow Sample Rate page. Click Next when finished.

   1. This is the ratio of collected flows to all flows (e.g., 1:1000 means one flow record per thousand flows).

   2. The accuracy of traffic volume calculations depends on this information.

4. Configure the device to send flow data to Kentik using the configuration snippets provided on the Configure Flow on Device page based on the device’s make and model.

5. Click Finish to return to the Register your flow source page.

Device SNMP Setup

After completing Device Flow Setup, move on to the SNMP settings:

1. Click the Get Started link in the SNMP row.

2. Activate SNMP polling for this device and choose the SNMP version (SNMP v3 is more secure and is recommended for customers concerned about using SNMP v2 over the public Internet). Click Next when finished.

3. On the SNMP Details page, click Next after making the following settings (see Device SNMP Settings):

   1. SNMP v2: IP Address and Community.

   2. SNMP v3: IP Address and User Name (both required), and optionally, Authentication and Privacy (see About SNMP V3).

4. On the Configure SNMP on Device page, you’ll find configuration snippets based on the device’s make and model to allow SNMP polling from Kentik. After configuring the device, click Finish to return to the Register your flow source page.

Device BGP Setup

After completing Device SNMP Setup, move on to the BGP settings:

1. Click the Get Started link in the BGP row.

2. Activate BGP for this device and specify the IP type (e.g., IPv4) of the device's peering address. Click Next when finished.

3. Set the Device BGP Settings and click Next.

4. Configure the device for BGP peering with Kentik using the configuration snippets provided on the Configure BGP on Device. Click Finish.

5. Upon returning to the Register your flow source page, you'll see checkmarks at the left of each setup item and an Edit link at the right. The Create Device button at the bottom of the page will be activated. Click it to save your settings and finalize device registration.

Configuration Snippets

Configuration snippets are pre-written pieces of configuration or commands that help complete your device setup. They allow you to quickly configure devices to export flow, SNMP, and BGP data. Each snippet is specific to the device selected during initial onboarding (see Device General Information).

Note: Kentik’s public configuration repository in GitHub contains the snippets. Kentik customers can explore, branch, and submit pull requests for updates.

kproxy Export

Exporting device flow to Kentik via kproxy involves the following additional steps.

Deploy kproxy Instance

If you chose kproxy export, the next stage of device setup begins on the Deploy a kproxy instance page.

Fill in the following fields for the kproxy instance:

• kproxy Instance Name: Your instance name.

• Description: Your instance description.

• Private IP: The IP of the router receiving the flow.

• Site: Choose a site to which to assign this kproxy from the drop-down.

• Create a New Site: If no site is defined, click Create a new site to add one (see Configure Site Fields).

• Click Next to go to proceed in the wizard.

Set Up kproxy

The next step in the kproxy wizard is the “Set up kproxy” page (equivalent to the Adding a kproxy Agent dialog on the portal's Settings » Kproxy agents page). For information on how to complete this step, see Add kproxy Agent.

After setting up your kproxy agent, you're taken to the Register your flow source page (see Device Setup Steps), where the setup steps for devices are the same whether you’re using Direct flow or kproxy export.

Setup in Multiple Sessions

Onboarding a device with Kentik doesn’t require a single session. If you log out before your organization's device settings are complete, you’ll pick back up from the following place, depending on where the process was left:

• Data source not started: You'll be taken to the initial post-login page for new accounts, entering the new customer Setup workflow (see Setup Overview).

• Data source incomplete: If your first data source is a device and you started onboarding but didn’t finish, you'll be taken directly to the Register your flow source page for the partially onboarded device, continuing the setup (see Device Setup Steps).

• Data source complete: Upon completing registration and settings for at least one data source, you'll be taken to Network Explorer. If you initiated registration for multiple data sources and any device settings are incomplete, a callout will notify you, and you can proceed with Using Device Status.

Note: Regardless of your return state, the main menu will include a Setup Tasks section until all setup tasks are complete. Click the See all link to view your organization's remaining Setup Tasks.

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