Skip to content

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.

CloudCADI

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

CloudCADI

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

Verification-Email

  • After receiving the verification email, open it.

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

Verification-Email

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

CloudCADI

  • 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.

OTP

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

Admin_Page

3.2 Create Cloud Account

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

AdminPage

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

AddCloudAccount

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

Account-Name-and-ID-Region

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

Note

Same-Account

Cost-Usage-Report

  • Review and click Done.

Review-Same-Acc-Done

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

sync-account

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.

AddCloudAccount

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

CloudAccount-Name-ID

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

CloudAccount-Different

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

Output-Tab

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

Select-Diff-Account

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

Standard-Stack

Create stack

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

Create-Stack

Specify stack details

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

Stack-Details

Configure stack options

  • Add tags and click Next.

Configure-Stack-Options

  • check options in below and click Next.

Capabilities

  • Review and click Submit.

  • You’ll be taken to the CloudFormation stack console page. It'll take up to 5 minutes to finish the resource creation.

CloudCADI-Cross-Account

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

Copy-ARN

  • Paste the ARN.
  • Enter Role Session Name.

Cross-Account-Credential

Cost-Usage-Report-Diff-ACC

  • Review and click Done.

Review-Different-Acc-Done

3.3 Cloud Account Allocation for User by Admin

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

UserList-Action

  • Click on Actions button to update the user details.

Note

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

Action

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

update-userdetails

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

Allocation

3.4 Setting Up an User Account

  • Visit PublicIP and Signup to CloudCADI.

CloudCADI

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

CloudCADI

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

Verification-Email

  • After receiving the verification email, open it.

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

Verifiy-Email

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

Verifiy-Email

  • Ensure the Admin has set up your Cloud Account.

Note

Admin-Permission

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

Sync-Account