CloudCADI Application Onboarding Process

Onboarding Process helps to connect your aws account with the CloudCADI. The steps are as follows,

3.1 Setting Up an Admin Account

• Visit PublicIP and Signup to CloudCADI.

Note

• The initial user who completes the sign-up process is automatically designated as the administrator, granting them full access to create cloud account, as well as approve, activate, and deactivate cloud accounts.

• Create your account by entering your name, organization name, and phone number. After entering your details, click Sign up to proceed.

• A verification email will be sent to your registered email address.

• After receiving the verification email, open it.

• Click on the Verify Email button to complete the email verification process.

• After successfully verifying your email, Sign in with your account.

• During the sign-in process, an OTP will be sent through email. After entering the OTP, the admin will be successfully log in.

Note

• OTP is sent only to the admin account, and there is no OTP verification for user accounts.

• After log in, you will be redirected to the admin page.

3.2 Create Cloud Account

• After log in, you will be redirected to the admin page then, click on the icon.

• Click on the Add cloud account button. Only the Admin has the authority to create a cloud account.

• Enter Account Name(custom name), AWS account ID(copied from your AWS Console) and AWS Region(the region where you deployed CloudCADI).

• To perform multi-account deployment, select different account. Otherwise, select the same account.

Note

• For multi-account deployment refer to the Create Cloud Account for Multi Account section.

• Enter Cost and Usage Report configuration (created in Step 1 Environment Setup).

• Review and click Done.

• After creating a cloud account, sync the account by clicking Sync button.

3.2.1 Create Cloud Account for Multi Account

• To perform multi-account deployment, first you need to configure cost and usage report in that account. (Refer to Step 1 Environment Setup).

• Click on Add Cloud Account.

• Enter Account Name(custom name), AWS account ID(copied from your AWS Console) and AWS Region(the region where you deployed CloudCADI).

• To perform multi-account deployment, select different account.

• Copy the role ARN from the created CloudFormation stack Outputs tab under value.

• Paste the ARN.
• Enter External ID.
• Click Download Script.

• Create a stack in another account with the downloaded script.
• Go to AWS CloudFormation console -> Create stack -> With new resources (standard).

Create stack

• Prepare template: Choose an existing template.
• Template Source: Upload a template file.

Specify stack details

• Stack name: CloudCADI-cross-account.
• S3BucketName: cloudcadi-cost-bucket.

Configure stack options

• Add tags and click Next.

• Check options in below and click Next.

• Review and click Submit.

• It'll take up to 5 minutes to finish the resource creation.

• Once the stack has been created successfully, go to the Outputs tab. Copy the role ARN

• Paste the ARN.
• Enter Role Session Name.

• Enter Cost and Usage Report configuration (created in Step 1 Environment Setup).

• Review and click Done.

3.3 Cloud Account Allocation for User by Admin

• In the admin page, the list of users will be displayed.

• Click on Actions button to update the user details.

Note

• Only Admin has the authority to activate and deactivate cloud accounts.

• Select the cloud account from the Cloud Account List, set status to active, and click on OK button.

• The cloud account is allocated to the user by the admin.

3.4 Setting Up an User Account

• Visit PublicIP and Signup to CloudCADI.

• While signing in to CloudCADI, the user must select their respective persona choice: Finance, CXO, or Engineer.After that click on Sign up.

• A verification email will be sent to your registered email address.

• After receiving the verification email, open it.

• Click on the Verify Email button to complete the email verification process.

• An email notification will be sent to the admin for each user registration.

• Ensure the Admin has set up your Cloud Account.

Note

• For cloud account allocation refer to the Cloud Account Allocation for User by Admin section.

• After allocation, log in and sync the account that was created for you by the admin.