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What is a heavy forwarder?

Published in Splunk Data Management 4 mins read

A heavy forwarder is a specialized type of Splunk Enterprise instance engineered to collect, process, and then send data to another Splunk Enterprise instance, such as an indexer, or to an external, third-party system. While its primary role is forwarding data, it stands apart from simpler forwarders because it retains most of the robust capabilities typically found in a full Splunk Enterprise indexer, all within a significantly smaller resource footprint.

Understanding Data Forwarders in Splunk

In the Splunk ecosystem, a "forwarder" is generally any Splunk Enterprise instance configured to ingest data from its source and then forward that data to a central Splunk deployment for indexing and analysis. This architecture allows for distributed data collection, ensuring that data is gathered close to its origin without requiring a full Splunk indexer on every machine.

There are primarily two types of forwarders in Splunk:

  • Universal Forwarder (UF): This is a lightweight agent designed for efficient, minimal-impact data collection. It consumes very few system resources and focuses solely on collecting raw data and sending it to an indexer without much pre-processing.
  • Heavy Forwarder (HF): This type offers a more advanced set of capabilities compared to a Universal Forwarder. It can perform significant processing on the data before it's sent to the indexers, essentially acting as a mini-indexer at the edge.

Key Capabilities of a Heavy Forwarder

A heavy forwarder's distinct advantage lies in its ability to perform advanced operations directly at the data source or aggregation point. These capabilities include:

  • Parsing and Indexing: Unlike a Universal Forwarder, a heavy forwarder can parse events, extract timestamps, break data into individual events, and even perform initial field extractions before forwarding. This offloads processing work from the central indexers.
  • Filtering and Routing: Heavy forwarders can apply sophisticated rules to filter out unwanted data, preventing it from ever reaching the indexers, thus saving storage and indexing license. They can also route different types of data to specific indexers or indexer clusters based on pre-defined criteria.
  • Data Transformation: They are capable of modifying or transforming data on the fly, such as masking sensitive information or normalizing data formats, before it is forwarded.
  • Executing Scripts: Heavy forwarders can run scripts to gather data from various sources, making them versatile for complex data collection scenarios.

When to Utilize a Heavy Forwarder

Heavy forwarders are deployed in specific scenarios where their advanced capabilities provide significant benefits:

  • Pre-Processing Data: When it's necessary to filter, parse, or transform data closer to the source to reduce the workload on the main indexers or to meet compliance requirements for data privacy.
  • Intelligent Routing: For complex routing needs, such as sending specific types of logs to different Splunk indexers or even to non-Splunk systems.
  • Data Aggregation: Aggregating data from multiple local sources before forwarding it in a more efficient batch, reducing network overhead.
  • Legacy Data Sources: When interacting with older systems that require specific protocols or pre-processing steps before their data can be consumed by Splunk.
  • Smaller Footprint with Richer Features: When a full Splunk Enterprise indexer deployment is overkill for a remote site, but a Universal Forwarder lacks the necessary processing capabilities.

Heavy Forwarder vs. Universal Forwarder: A Comparison

Understanding the differences between the two primary forwarder types is crucial for designing an efficient Splunk deployment.

Feature Universal Forwarder (UF) Heavy Forwarder (HF)
Footprint Very small; low resource usage Smaller than an indexer, larger than a UF
Capabilities Data collection, basic forwarding Data collection, parsing, indexing, filtering, routing
Processing Minimal; ships raw data Significant; retains most indexer capabilities
Use Case Raw data transport from endpoints Pre-processing, intelligent routing, data transformation
Configuration Simple; "set and forget" More complex; requires careful management and configuration

Best Practices for Deploying Heavy Forwarders

While powerful, heavy forwarders require thoughtful deployment:

  • Resource Allocation: Ensure the server hosting the heavy forwarder has sufficient CPU, memory, and disk I/O to handle the processing load.
  • Monitor Performance: Regularly monitor the heavy forwarder's performance to ensure it's not becoming a bottleneck in your data pipeline.
  • Strategic Placement: Deploy heavy forwarders strategically where they can most effectively reduce the load on indexers or handle specific data requirements.
  • Avoid Overlap: Generally, avoid installing a heavy forwarder on the same machine as a full Splunk indexer unless there's a specific, well-justified architecture reason.