Onboarding Overview

Introduction

In order to utilize the cloud governance capabilities available in the platform, you have to onboard and integrate your cloud accounts.

This involves setting up the prerequisite configurations in your cloud accounts and providing the necessary details in the platform in order to allow the desired level of access and successfully integrate your cloud account.

Once you complete these steps, you will be able to view, configure, and govern your cloud resources in onboarded cloud accounts using the various products and features included in the platform.

Pre-onboarding

There are certain prerequisites required in your cloud accounts before they can be onboarded into the platform. In a nutshell, proper access permissions must be set up in your cloud accounts for the platform.

For AWS Accounts, you will have to create an IAM Role for the platform with necessary access permissions based on your preference for Read-Only or Read-Write to be performed for that account. The platform provides ready-made automation templates that can be used for this purpose which have appropriate access permissions built-in as part of the templates.

For Azure Subscriptions, you will have to create an App Registration for the platform and then provide appropriate role assignment for that App based on your preference for Read-Only or Read-Write to be performed for that subscription.

For GCP Projects, you will have to create either a user account or service account for the platform and then provide appropriate roles for the user account or service account based on your preference for Read-Only or Read-Write to be performed for that project.

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Note:

The check for whether the required access permissions are available for the onboarded account will be performed after onboarding. You will be able to see this status as part of “View Settings” for the account and can also correct the permissions from your cloud portal, if required.

Onboarding

Once you set up the prerequisites in your cloud account and retrieve required information from the cloud console, you can initiate the onboarding process in the platform. It only takes 5 mins to onboard your cloud account into the platform, provided the prerequisites are taken care of.

You can follow the simple guided workflow for the onboarding process for the supported cloud accounts. Please ensure to have the information explained in the pre-onboarding sections in hand before initiating the onboarding process.

Please refer to the links in the What's Next section at the end of this user guide for more information about the pre-onboarding and onboarding activities required for different cloud accounts.