IBM Instana Observability Administrator - Professional study plan
IBM Instana Observability Administrator - Professional · Give each week a clear focus.
8 weeks · About 6 hours per week
Installation, Deployment, and Upgrade of Instana Agents and Hosts
Map the Instana agent deployment topologies (static agent per host, containerized agent via DaemonSet, agent on Kubernetes nodes, z/OS and Power hosts) and write a one-paragraph decision rule for choosing each
Install a self-hosted Instana backend or connect to a trial tenant, then deploy one host agent on Linux and confirm the host appears in the Infrastructure view
Configure agent repository keys and package sources for at least two OS families, and document the exact install and uninstall commands for each
Perform a controlled agent upgrade on the lab host by pinning a target version, then roll back to the previous version and record what the agent logs show at each step
Your checkpoint
A deployment runbook covering three agent topologies with verified install, upgrade, and rollback commands and a screenshot-free written description of the expected host status after each step
Installation, Deployment, and Upgrade of Instana Agents and Hosts
Deploy the containerized agent as a DaemonSet on a Kubernetes cluster and verify node and pod visibility in Instana
Configure agent-side proxy and TLS settings so the agent reaches the backend through a restricted network path
Tune agent resource limits and update strategy so upgrades do not evict production workloads
Diagnose one deliberately broken agent-to-backend connection by reading the agent log and status endpoint, then fix it
Your checkpoint
A Kubernetes DaemonSet manifest for the Instana agent with proxy, resource, and update settings, plus a written troubleshooting log of the broken-connection case from symptom to resolution
Agent Configuration, Dynamic Focus Queries, and Sensor Management
Enable and disable individual sensors in the agent configuration file and observe the effect on collected metrics and traces
Write at least five dynamic focus queries that scope infrastructure and application data by tag, zone, and custom tag
Create custom tags and payload extraction rules so a business attribute appears on both metrics and traces
Explain how dynamic focus queries are reused inside alerts, dashboards, and application definitions
Your checkpoint
A query cookbook of five validated dynamic focus queries with the exact syntax, the data each one scopes, and where each is reused in the platform
Infrastructure, Host, and Container Monitoring Administration
Configure host-level monitoring for CPU, memory, disk, and network and confirm each metric is being collected on the lab host
Deploy a containerized workload and verify container and pod metrics, including Kubernetes and Docker sensor output
Build an infrastructure dashboard that groups hosts by zone or tag and exposes the top resource consumers
Identify and silence one noisy or low-value host sensor that inflates data volume without adding insight
Your checkpoint
An infrastructure health dashboard definition plus a short note on which sensors were kept, disabled, or tuned and the data-volume reasoning behind each choice
Application Performance Monitoring and Distributed Tracing Configuration
Instrument a sample application so it reports traces to Instana and confirm services appear in the Application view
Configure an application definition with boundary and service filters so the right services roll up into one application
Trace a single request end to end, identify the slowest span, and record the call path across at least three services
Configure a custom service endpoint or synthetic check and confirm it registers as expected
Your checkpoint
A trace walkthrough document for one request showing the full call path, span timings, the bottleneck identified, and the application definition that scopes it
Alerting, Event Management, and Incident Notification Configuration
Create alert rules for at least three signal types: infrastructure metric, application error rate, and trace latency
Configure alert channels for email and one webhook or chat integration, and verify a test notification is delivered
Define an alert grouping and maintenance window so a planned change does not page the on-call engineer
Route alerts to different teams using alert channel scoping and confirm each team receives only its own events
Your checkpoint
A working alert matrix listing each alert, its condition and threshold, its channel, its owning team, and the result of a live test notification for each channel
User, Team, Role, and Access Management (RBAC and SSO) & Data Retention, Privacy, and Security Administration
Create roles with least-privilege permissions and assign them to two teams, then verify a restricted user cannot see out-of-scope data
Configure single sign-on with a test identity provider and confirm group-to-team mapping works on login
Configure data retention settings for metrics and traces and explain the tradeoff between retention length and storage cost
Apply a data-scrubbing or privacy rule that masks a sensitive payload field and verify the masked value in a trace
Your checkpoint
An access and privacy configuration record showing role definitions, SSO group mappings, retention values, and proof that one sensitive field is masked in collected trace data
Troubleshooting, Health Checks, and Support Diagnostics & Installation, Deployment, and Upgrade of Instana Agents and Hosts
Run the platform health checks and agent status diagnostics, and interpret each result against a known-good baseline
Collect a support diagnostic bundle from an agent and describe what it contains and when to attach it to a case
Rehearse a full agent upgrade across the lab hosts using the week 1 runbook and time the procedure
Complete a timed mixed-domain practice set and review every missed item against the relevant domain notes
Your checkpoint
A troubleshooting checklist with health-check interpretation, diagnostic bundle steps, a timed upgrade rehearsal result, and a scored practice-set review log
Milestones
Week 2: A host agent and a Kubernetes DaemonSet agent both report healthy to the backend, and you can explain from memory what each agent status state means
Week 4: You can write a dynamic focus query without reference material and your infrastructure dashboard loads with correct host grouping and no missing metrics
Week 6: Three alert types fire correctly in a test, reach the intended channel, and are suppressed by a maintenance window as designed
Week 8: You score at least 80 percent on the timed mixed-domain practice set and can perform an agent upgrade and rollback from your runbook without consulting other sources