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Sumo Logic

Onboarding Checklist

Onboarding Checklist
This guide provides you the Onboarding Checklist you need to go through for Sumo Logic.

This Onboarding Checklist provides the tasks you need to complete to start your Sumo Logic experience:

Sumo Logic Overview

Sumo Logic is a cloud data analytics platform that focuses on Security, Operations, and Business Intelligence use cases. It also provides elastic processing to collect, manage, and analyze the log data, regardless of type, volume, or location. Sumo Logic provides real-time insights into online operations and customer behavior.

Get to know Sumo Logic through our video on "Introduction to Sumo Logic".

Sumo Logic is beneficial to the businesses building, running, and securing modern applications.

Get to know about benefits through our video "Benefits of Using Sumo Logic".

Sumo Logic is a highly flexible and scalable solution. It provides solutions that work for any size of an organization. The collection of logs in Sumo Logic is managed by the collectors and they help in designing the best Sumo Logic deployment. There are various factors to consider when making a decision to implement a Sumo Logic solution in your organizations based on the different collection strategies.

Get to know the Collection process through our video "Data Collection Strategy".

Basics and Account Configuration

Retention. Determine the average data retention for your account (total storage / daily ingest) and change the General Index retention period if necessary. The General Index settings can be found on the Manage Data > Settings > Partitions menu, which is explained in further detail on the Optimization Setup sheet of this document.

Data Volume Index. Enable the data volume index. This feature allows you to track your log and metric ingest more closely using a built-in Sumo tool.

Audit Index. Enable the audit index. This feature allows you to track user behavior, content changes, and scheduled search execution results.

Data Volume App. Install the Data Volume app in Sumo App Catalog and explore the app's content. This will give you insight into your log and metric ingest volume, as well as the identification of top sources using various metadata tags.

Audit App. Install the Audit app and explore its content. You can use this to monitor user activity, content changes, as well as scheduled search changes and executions.

Collection Setup

Sumo Logic helps in transforming daily operations into intelligent business decisions. The data needs to be sent to Sumo Logic to allow users to perform their analysis. There are two types of collectors and you need to choose the Collector right for your environment using Sumo Logic.

Get to know how to choose your collector through our video "Choosing Your Collector Type".

Installed Collectors

Basics. Review the installed collector and its basic concepts. This is a software agent that can be installed on a machine (physical or virtual) to collect logs. The installed collector can be used to collect logs and metrics from the host machine, or from those within the same network as the host machine.

Local Collection. Review local collection and its pros and cons. Local collector installation is the concept of installing a collector agent onto each and every target machine (a 1:1 relationship between collectors and hosts). This concept is usually accomplished using some level of automation tooling (Chef, Puppet, Terraform, Ansible, Shell Scripting, etc.). The collectors will use the compute and memory resources from their host machines and will require outbound internet access in order to send the logs to Sumo Logic.

Get to know about Installed Collector through our video "Install a Collector".

Centralized Collection. Review centralized collection and its pros and cons. Centralized collector installation involves dedicated collection machines that run the collector agent and collect logs from many different target machines at once (a 1:many relationship between collectors and hosts). This concept prevents resource usage on the target machines and removes the need for outbound internet access on the target machines.

Hosted Collectors

Basics. Review the hosted collector and its basic concepts. The hosted collector is not a literal collector agent (i.e. not an installed software agent), but rather a collection of endpoints and integration that collects logs from various cloud data sources. 

Get to know about Hosted Collector through our video "Install a Hosted Collector".


Optimization Setup


Partitions stores your data in custom indexes separate from the rest of your account's data so you can optimize the searches. When you run a search against an index, results are returned more quickly and efficiently because the search runs against a smaller data set.

Get to know more about the Partitions through our video "Partitions Basics".

Partition Setup

Before adding Partition, consider the following:

  • Query Performance. Partitions can help to reduce query runtimes across the platform. By isolating subsets of data, the system will filter these logs and exclude irrelevant data from both the partitions and user queries.
  • Query Rewriting. The query service will automatically detect routing expressions for partitions in the backend. No scoping changes are required for existing content to use partitions.
  • Overlap Consequences. Data should NEVER fall into multiple partitions. This will cause the data to be duplicated across the service and will increase the cost of ingesting the data.

Basics. The Partitions page can be found under the Manage Data > Settings menu. Partitions are tools that can be used to route data into smaller subsets of the overall data ingest. These datasets can be isolated for either query performance reasons or for log retention purposes.

Routing Expression. Each partition's contents are determined by the routing expression, which will be scoped using metadata and/or keywords.

Variable Retention. Each Partition has its own retention period. This allows for some logs to be retained for longer, while others are discarded more quickly.

Field Extraction Rule Setup

Before adding Field Extraction Rule (FER), consider the following:  

  • Query Performance. FERs reduce query runtime by running the parsing logic during collection rather than during search execution.
  • Query Simplification. FERs simplify queries by removing the need for parse logic in the query. Since the logs are pre-parsed, the parse statements are removed from the relevant searches.
  • Field Naming. FERs standardize the names of the key/value pairs that they parse, creating a uniform naming convention for all users to leverage.
  • FER Scoping. FERs are composed of a scoping statement and the parsing logic; scoping usually involves SourceCategory and possibly keywords.
  • Limitations. FERs can not extract every key/value pair but should be prioritized to the most commonly logged and searched key/value pairs.

FER BasicsField Extraction Rules are used to pre-parse key/value pairs from log messages as they're collected. They're best utilized on logs that have consistent formatting.

Create a FER. If applicable, identify a set of logs to be pre-parsed by a FER. Create the FER on the Field Extraction Rules page of the Manage Data > Settings menu. The rule will require a Rule Name, Scope, and the Parse Expression to be implemented.

Get to know more about How to create a FER through our video "Creating a Field Extraction Rule".

Training and Certification

The Sumo Logic Training and Certification Program is offered to you at no cost. You can grow your understanding of Sumo Logic through interactive tutorials, instructor-led training, and a wide range of certifications. Certification benefits include improved complex operator usage as well as a better understanding of our search optimization techniques. Your training options are:

Cert Jams. We deliver in-person public training classes called Cert Jams that train users and help them attain various certifications.

Virtual Cert Jams. In addition to in-person Cert Jams, online sessions covering the certification material are open to all.

Professional Services. For professional services and offerings, contact the sales team or the account representative.

Sumo Logic Fundamentals. All users should begin with the Fundamentals certification. This is a prerequisite for all learning pathways and all additional certification levels.