Product Tours
A reference list of all available and upcoming product tours in CoreStack.
Introduction
Product tours are short, interactive experiences that are designed to show users how to use key features and use cases in CoreStack.
To start a tour, simply hover over or click the product tours tooltip wherever it appears in CoreStack, select from the available tours, and proceed through a series of instructions that walk you through a particular feature or use case, step-by-step!
Example of a product tour tooltip and link in CoreStack
We’ll be adding more tours over time and exploring other ways to build onto the product tour experience, so stay tuned for future updates!
Available Product Tours
You can see a full list of currently available product tours below, along with a short description and a link that will take you to the page in CoreStack where you can start the tour.
Please check back in often to stay up-to-date on what's available now!
Note:
If you cannot see the tooltip when navigating to the linked page location, then you may lack the required user role in CoreStack to access it (Account Admin, Tenant Admin, etc.).
| Product Tour Name | Description | Tooltip Location |
|---|---|---|
| Onboard an AWS Linked Account | Learn how to onboard an AWS Member Account as a cloud account in CoreStack. Note: Requires some configurations to be done in the AWS portal. | Account Governance Dashboard |
| Onboard an AWS Master Account | Learn how to onboard an AWS Management Account as a cloud account in CoreStack. Note: Requires some configurations to be done in the AWS portal. | Account Governance Dashboard |
| Navigate the budget dashboard | Learn the basics of how to use the Budget Management dashboard. | Budget Management Dashboard |
| Create a budget rule: Basic Details | Learn how to complete the first step of creating a new budget rule by entering the basic details. | Budget > Create a new budget rule > Basic Details |
| Create a budget rule: Alerts & Notifications | Learn how to complete the second step of creating a new budget rule by setting up alerts and notifications for the rule. | Budget > Create a new budget rule > Alerts & Notifications |
| Create a budget rule: Review | Learn how to complete the third and final step of creating a new budget rule by reviewing your configurations and submitting the new rule. | Budget > Create a new budget rule > Review |
| Trigger a FinOps Assessment | Learn how to manually trigger a FinOps assessment for a cloud account. | Account Governance Dashboard |
| View a FinOps Report | Learn how to view a FinOps report once it's been generated by the system. | Reports Dashboard |
| Cost Optimization: Optimize Usage | Learn about the Optimize Usage page and how you can use it to browse, manage, and implement recommendations for optimizing cloud resource usage. | Cost Optimizer > Optimize Usage |
| Cost Optimization: Optimize Rate | Learn about the Optimize Rate page and how you can use it to browse, manage, and implement recommendations for optimizing cloud resource rate/costs. | Cost Optimizer > Optimize Rate |
| Cost Optimization: Activity Log | Learn about the Activity Log and how you can use it to review recent actions performed in CoreStack by users in your organization. | Cost Optimizer > Activity Log |
| Navigate the Cost Anomaly Dashboard | Learn the basics of how to use the Cost Anomaly Dashboard. | Cost Anomaly Dashboard |
| Enable Cost Anomaly Detection | Learn how to enable the Cost Anomaly detection feature in your CoreStack tenant. | Settings > Tenant Management |
| Configure Cost Anomaly Settings | Learn how to configure the Cost Anomaly detection settings to control how sensitive it is to anomalies. | Settings > Tenant Management > Cloud Account Settings |
| Configure a Webhook: Create a new monitoring template | Learn how to create a new template for alert monitoring and how to use it in CoreStack. | Monitoring & Alerts Dashboard |
| Configure a Webhook: Set up alerts for email and Microsoft Teams | Learn how to set up alerts for a cloud account via a webhook that sends notifications through email or Microsoft Teams. | Account Governance Dashboard |
| Set up an already available compliance standard | Learn how to implement a compliance standard in your CoreStack account from the pre-existing standards available in the platform. | Account Governance Dashboard |
| Configure CMDB: Attribute Mapping and Sync | Learn how to use the ServiceNow integration available in CoreStack to configure new rules for a configuration management database (CMDB) dashboard, and how to synchronize it with your cloud inventory. | Integrated Tools |
Upcoming Product Tours
The following product tours are in progress and will be available as soon as they're ready! Please check back in often to stay up-to-date on what's coming next.
| Product Tour Name |
|---|
| Onboard an AWS Delegated Account |
| Onboard an Azure CSP Parent and CSP Subscription |
| Onboard an Azure EA Parent and EA Subscription |
| Onboard an Azure CSP Indirect Subscription |
| Onboard an Azure PAYG Account |
| Onboard a GCP Billing Account |
| Onboard a GCP Linked Project Account |
| Configure cloud account(s) post-onboarding |
| Generate a Monthly Cost Report |
| Generate a Consolidated Charges Report with Markup |
| Generate a VM Cost Report |
| Set up a custom compliance standard |
| Edit Monitoring Alert Thresholds |
| Set up notification settings under Account Governance |
| Navigate the Cost Optimizer Dashboard |
| Cost Executive Dashboard |
Questions and Feedback
If you have any questions or concerns about CoreStack product tours, please let us know by sending us a message at [email protected].
Updated 5 months ago