Connecting entities to Rootly is in Private Beta. To request access, contact the Cortex Customer Engineering team.
Cortex connects to many third-party vendors whose system interfaces frequently change. As a result, integration behavior or configuration steps may shift without notice. If you encounter unexpected issues, check with your system administrator or refer to the vendor’s documentation for the most current information. Additionally, integration sync times vary and are subject to scheduling overrides and timing variance.
- Incidents (through Rootly services) bring incident data into Cortex, so incidents appear on an entity’s page and you can query them in CQL.
- On-call (through Rootly services, teams, or schedules) brings on-call data into Cortex, so you can see who’s on call for an entity.
Connecting an entity to Rootly incidents
Each Rootly incident lists the services it affects. Cortex matches each of those services to an entity, checking in this order:- A registration in the entity descriptor - If an entity registers the Rootly service in its
x-cortex-rootlyblock, Cortex uses that registration. - The Cortex ID on the Rootly service - If you’ve set up Rootly’s Cortex integration, each Rootly service stores the ID of its Cortex entity, and Cortex matches on it.
- The Rootly service name - Cortex matches the service name against the entity’s Cortex tag. The match isn’t case-sensitive.
Connecting incidents in the entity descriptor
You can register Rootly services by ID or slug.The YAML examples on this page show only the
x-cortex-* block. When you add one to an entity descriptor, nest it inside the info section. Blocks at the root level of the file are ignored without an error. For a full example, see Defining entities with YAML.
Service ID
Connecting an entity to Rootly on-call schedules
Cortex links Rootly on-call to entities automatically in two ways:- Through services - A Rootly service may have no escalation policy, which determines who’s paged for that service. When a Rootly service matches an entity, Cortex shows who’s on call for that service’s escalation policy on the entity. Cortex matches services the same way it does for incidents: by an
x-cortex-rootlyregistration, by the Cortex ID on the Rootly service, or by the service name. See Connecting an entity to Rootly incidents. - Through teams - Each Rootly schedule has an owning team. Cortex matches that team to a Cortex team, either by the Cortex ID that Rootly’s Cortex integration stores on the team, or by matching the Rootly team name against the Cortex team’s tag. The schedule links only to the entity that matched. In this case, it is only linked to the matched cortex team, not to the services the team owns.
- By schedule - Select one or more specific Rootly schedules to link directly to the entity.
- By team - Select a team from Rootly. Every schedule associated with that team is linked to the entity automatically, so new schedules for that team appear without additional configuration.
Connecting from an entity’s details page
- Navigate to an entity’s details page.
- In the upper-right corner, click Configure entity.
- From the left sidebar, locate the Connections section, then select the On-call tab.
- From the Integration dropdown, select Rootly.
- Do one of the following:
- From the Schedule name dropdown, select a schedule to link to the entity.
- From the Team name dropdown, select a team to link to the entity.
- Click Save changes.
Connecting in the YAML
To register on-call in the YAML, add anx-cortex-oncall block to the entity’s descriptor.
The YAML examples on this page show only the
x-cortex-* block. When you add one to an entity descriptor, nest it inside the info section. Blocks at the root level of the file are ignored without an error. For a full example, see Defining entities with YAML.Schedules
To map a schedule to an entity, use the schedule’s ID. You can find it in Rootly in the schedule’s URL.Teams
ATEAM registration maps every Rootly schedule owned by that team. To map a team, use the team’s ID.