In order to integrate with PagerDuty, you need the following components in place.
ThousandEyes alert rule(s)
A PagerDuty service (which is based on a PagerDuty escalation policy)
Think of a PagerDuty service as a destination for your alerts. Just as with an email notification, the alerts need to be sent somewhere: the reason you'd integrate into a system like PagerDuty allows you to manage notification destinations, repeat notifications, and escalation rules for each recipient of the alert.
If you don't have an Escalation Policy defined for your alerts coming from ThousandEyes, log in to PagerDuty and create an Escalation Policy. This defines how frequently users are notified, and who receives the notifications.
On the top nav, click Escalation Policies, then on the upper right side of the page, click New Escalation Policy. In an escalation policy, you can define who gets notified, how frequently, and using which methods. Depending on the configuration of your team, you can configure an On-Call Schedule - which allows users to rotate through an on-call schedule, allowing handoffs of active incidents, or a user-based Escalation Policy. If you want to configure your Escalation Policy to use a schedule, create this schedule (Top Nav > On-Call Schedules) before attempting to create the Escalation policy.
Give your policy a name
Add users or on-call schedules to the policy
Determine how long before the alert gets escalated
Repeat steps 2-3 for escalations
Set repeat notifications until acknowledged
Save your Escalation policy
Once you have an escalation policy defined, you can configure a service which will accept notifications from ThousandEyes and begin the escalation policy.
There are two methods of PagerDuty service creation, but we'll only show our side here, since the PagerDuty team will likely put together an update on their end once people start using the integration.
From ThousandEyes, under Alert Settings, open the rule you wish to link to PagerDuty, then click the Notifications tab. Under the PagerDuty section, click the Edit Services link.
If you already have one or more PagerDuty services configured, they will be shown in the list. Otherwise, click the Add New PagerDuty Service link to add a new service.
This takes you to an authorization page on the PagerDuty site, which requests your username and password, then logs you in.
Once you've authenticated and authorized the integration, you can either select an existing PagerDuty service, or create your own based on the Escalation policy you created above. In the example below, we've created a new service based on the TE Documentation Escalation policy.
Finally, click Finish Integration. You can ignore the warning about being "almost done". You're done, and alerts triggering on the basis of this alert rule will be routed to users in your escalation policy.
Once you've configured a PagerDuty service, and an alert is generated, the alert will trigger a new Incident in PagerDuty, which will follow the Escalation policy upon which the service is based. This escalation policy may:
Notify by email
Notify through mobile push notification (iOS/Android)
Notify by SMS
Notify by calling you and using Text to Speech
In most cases, the alert must be acknowledged, at which point the escalation policy stops. Users can add notes following an acknowledgement, and can clear the mark the alert as Resolved as required. If the alert rule conditions are no longer met by your test (or the alert rule is updated such that the conditions no longer meet the criteria of the alert), the alert rule is marked as cleared within PagerDuty via an incident update.