Documentation and Best Practices

Learn how to use Cloudability and get the most out of our cloud cost management tool.

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Setup Stage 2: Add Linked Account Data

Integrating your AWS account(s) with our platform is a two-stage process. First, you will setup Billing Reports for us to ingest cost and usage data (read-only) for each payer account, which also automatically includes all associated linked accounts’ cost data. Second, you’ll setup access to your utilization data from CloudWatch for each linked account.

Stage 2: Add Linked Account Data 10 min. setup
Your consolidated account will show linked accounts, but without utilization data (when Stage 1 is complete). Continue below to connect utilization data to your linked accounts.

  • Create new AWS Cloudability user: To create a policy for CloudWatch data permissions
  • Generate Access Credentials: To allow us to access CloudWatch API to view utilization data

 

 


 

1. Create new AWS Cloudability user

a. In the AWS Management Console, navigate to My Security Credentials.

b. Select Users.

c. Select Add user.

d. (1) Create a new User name, (2) for Access type, select Programmatic access, and (3) select Next: Permissions.

e. Attach a policy to the user either by (a) adding a user to a group (advantageous when managing multiple user permissions) or (b) attaching an existing policy directly (for use when applying a policy to a single user).

1) Add user to group

a) Select (1) Add user to group and (2) Create group.

b) Type a Group name and select Create policy.

c) Select Create Your Own Policy.

d) Skip to step 4b: Setup credentials to be entered in Cloudability.

2) Attach existing policy directly

a) Select (1) Attach existing policies directly and (2) Create policy.

b) Select Create Your Own Policy.

  


 

2. Generate Access Credentials: Connect your AWS linked account to Cloudability by giving us access to the CloudWatch API to view utilization data.

a. Setup credentials to be entered in Cloudability.

1) In a new tab, login to your Cloudability account and navigate to Vendor Credentials under the Settings icon.

2) Select Add an Amazon Account.

3) Leave the S3 Bucket Name blank and click generate policy.

4) Copy the generated user policy and navigate back to the AWS Management Console into Create Your Own Policy.

5) (1) Create a Policy Name, (2) Paste the generated policy into the Policy Document, and (3) select Create Policy.

6) Complete the process of attaching the policy created to the user.

a) If you are adding a user to a group, return to the tab with user permissions Create group.

i) Select Refresh to update the list with the created policy.

ii) (1) Ensure you entered the desired group name, (2) search for the created policy, (3) check the box to the left of the policy, and (4) select Create group.

iii) Select (1) the group you created and (2) Next: Review.

iv) Review user details and select Create user.

v) Keep tab open and proceed to step 2b: Enter credentials in Cloudability.

b) If you are attaching existing policy directly, return to the tab with user permissions.

i) Select Refresh to update the list with the created policy.

ii) (1) Search for the created policy, (2) check the box to the left of the policy, and (3) select Next: Review.

iii) Review user details and select Create user.

iv) Keep tab open and proceed to next step (2b: Enter credentials in Cloudability).

 b. Enter credentials in Cloudability.

1) In your Cloudability account under Amazon credentials, enter your generated Access Key ID and Secret Access Key. Note: Because you are adding a linked account, the S3 bucket Name field should be left blank. Ensure there are no trailing spaces on either access key.

2) Select Save Credential. Cloudability will connect to your AWS account to verify your settings. Keep in mind this process can take some time.

3) Once your settings have been verified, the credential will turn green. Keep in mind that we're not looking for cost data for linked accounts. You can expect the Prog Access Cost indicator to remain gray.

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