Documentation and Best Practices

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Automation - Setting Up Tasks

After getting your credentials policy updated, you're ready to create your first task. Here's a quick guide on how to pick a task, set a schedule, and select resources.


Start by selecting the type of task you want to run.

If you're looking to turn off development or test resources while they aren't being used, you'll want to pick either the ASG - Scale Down & Up, or EC2 - Stop & Start task. It's important to note that these tasks assume that the resources are up at the time of the first task run. If you schedule an EC2 instance to be stopped and started on a schedule, but it's not currently running when the task fires, the task will be skipped.

If you're looking to find and terminate unattached EBS volumes, you'll want to select the EBS - Cleanup unattached Volumes task. This task runs every hour, looking for volumes that are unattached, and snapshots/terminates them after a configurable number of days.


In the example below, we're going to create a task to scale down an Auto Scaling Group. You'll notice at this point we've also named the task - ASG Development Scale Down/Up.



After selecting a type of task, and giving it a name, you're ready to set your schedule. In the below example we'll be scaling down our ASGs Monday, Tuesday, Wednesday, Thursday, and Friday at 01:00 UTC, and scaling them back up each day at 12:00 UTC. 



Now that we have our schedule, we need to select which resources we'd like to run our task on. In the below example, we're going to run our task on any ASG in our AWS Production account, with the tag Environment:Development. 


Keep in mind you always need to select at least one account and then can pair down the scope of resources by selecting CLDY tags, or targeting resources individually by name or ID. If you select an account with no additional filters, the task will run on all resources (ASG or EC2) in that Account.


If you are setting up a task to clean up Unattached EBS Volumes, you won't set a schedule, as that task runs every hour to look for new volumes. What you will configure is resource selection (just like above in our ASG task), and you'll also pick an amount of days you want us to wait to delete the volume after noticing that it's unattached. In the below example, we're going to look for unattached volumes in our AWS Production account, and delete any unattached volumes 15 days after detection (if still unattached at that time).



Now we can preview our task, to get a look at what resources could be impacted. If you see resources you didn't intend to automate, you can edit your task configuration, and preview again. * Keep in mind that some resources can't be automated due to AWS rules. Additionally, if resources are added in the future that meet your task filters, they also may be impacted by the task. 



At this point, you're ready to schedule your task. If at any point you want to make adjustments, you can edit the task configuration using the "..." menu on the task list, and clicking on the pencil/edit icon.





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