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 1: Add Consolidated Account

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 1: Add Consolidated Account 15-20 min. setup, 4-24 hrs. until data first appears in Cloudability

 


 

1. Create S3 Bucket: Amazon creates your billing reports and stores the report in an S3 bucket. If you want your billing report delivered to an existing bucket, skip to Enable Billing Reports. Otherwise, proceed with the below steps.

a. To create a bucket:

1) Log in to the AWS Management Console for the account you would like to integrate with Cloudability.

2) From the Services menu, navigate to the Amazon S3 console.

3) Select Create Bucket.

4) (1) Type a name for your bucket in the Bucket Name box, (2) select region where bucket will reside, and (3) click Create.

b. Set bucket permissions:

1) Generate a sample policy that will be added to your bucket permission:

a) In the AWS Management Console, navigate to My Billing Dashboard.

b) Select Preferences.

c) Under Receive Billing Reports, enter your S3 bucket name and select sample policy. Copy the policy.

2) Add the copied policy to your bucket:

a) Navigate to the Amazon S3 console and select the bucket you created. Select: (1) Properties, (2) Permissions, and (3) Add bucket policy.

b) Paste the copied policy and select save.

 


 

2. Enable Billing Reports: Your Billing Reports will be delivered to an S3 bucket that you select.

a. Enable all Receive Billing Report options:

1) In the AWS Management Console, navigate to My Billing Dashboard.

2) Select Preferences.

3) Under Receive Billing Reports, ensure your S3 bucket name appears in Save to S3 bucket.

4) Enable all billing report options: Monthly report, Detailed billing report, Cost allocation report, and Detailed billing report with resources and tags.

5) Select Save Preferences.

 


 

3. Enable tags for Billing Reports: Cost allocation tags allow you to categorize your AWS spend. For the tags to appear in billing reports, tags must be enabled.

a. Enable all tags in your billing reports:

1) In the AWS Management Console, navigate to My Billing Dashboard.

2) Select Cost Allocation Tags.

3) Enable all tags you will use to analyze your spend.

 


 

4. Generate Access Credentials: Connect your AWS account to Cloudability by giving us access to the S3 bucket that contains your Billing Reports.

a. Create a user in your AWS account:

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

2) Select Users.

3) Select Add user.

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

5) 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).

a) Add user to group

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

ii) Type a Group name and select Create policy.

iii) Select Create Your Own Policy.

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

b) Attach existing policy directly

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

ii) Select Create Your Own Policy.

b. 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) Enter the name of the bucket that contains your Billing Reports 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 4c: 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 (4c: Enter credentials in Cloudability).

 c. Enter credentials in Cloudability.

1) In your Cloudability account under Amazon credentials, enter your generated Access Key ID and Secret Access Key. 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.

3) After your settings have been verified, the credential will turn green. Note that both Prog Access Cost and Usage API are green as well, which indicate that we are successfully able to gather both cost and usage data from your AWS account.

4) Your consolidated account will show linked accounts, but without utilization data (when Stage 1 is complete). Continue to connect utilization data to your linked accounts.

Note: It takes anywhere from 4 to 24 hours for your cost and usage data first to appear in Cloudability, depending on how long it takes AWS to generate your first billing reports. In the meantime, you'll see a message indicating your data has not yet arrived.

 

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