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Welcome to your first step towards cloud efficiency and savings with Infrastructure Optimizer. By following our setup checklist, you'll enable Infrastructure Optimizer to operate smoothly in your environment.

Environment Prerequisites Overview

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Component

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Section Link

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VPC

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Network

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Certificate

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Security

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IAM Roles

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Permissions

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Before you begin, use this checklist to confirm your environment satisfies the specification required to operate Infrastructure Optimizer.

Network
Anchor
Network
Network

Component

Requirements

VPC

It contains at least one private subnet

NAT Gateway

The connectivity type is public

Security
Anchor
Security
Security

Component

Details

SSH Key

This will be used to attach to the Management Server

Trusted Certificate

Required only if deploying in a private environment.

Compute
Anchor
Compute
Compute

Component

Requirements

Operating System

Using Linux variants

Permissions
Anchor
Permissions
Permissions

We understand that cloud control and security are essential important to you.

To use Infrastructure Optimizer and start saving right away, you need must create the following least-privilege IAM roles with least privilege policies to install and operate:

Expand
titleUser IAM Role

This policy needs to be attached to the user who performs the installation and operation.

Least privilege IAM policies

Explanation

Code Block
languagejson
{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Effect": "Allow",
            "Action": [
                "ec2:RunInstances",
                "ec2:DescribeInstances",
                "ec2:DescribeInstanceTypes",
                "ec2:DescribeInstanceStatus",
                "ec2:StopInstances",
                "ec2:TerminateInstances",
                "ec2:ModifyInstanceAttribute",
                "ec2:DescribeSubnets",
                "ec2:DescribeVpcs",
                "ec2:DescribeVpcAttribute",
                "ec2:DescribeSecurityGroups",
                "ec2:AuthorizeSecurityGroupIngress",
                "ec2:CreateSecurityGroup",
                "ec2:RevokeSecurityGroupIngress",
                "ec2:DeleteSecurityGroup",
                "ec2:DescribeSecurityGroupRules",
                "ec2:CreateTags",
                "ec2:DescribeKeyPairs",
                "ec2:DescribeImages",
                "ec2:DescribeImageAttribute",
                "ec2:DescribeAvailabilityZones",
                "ec2:DescribeAccountAttributes",
                "ec2:DescribeRouteTables",
                "ec2:DescribeNetworkAcls",
                "ec2:DescribeAddresses",
                "ec2:DescribeDhcpOptions",
                "ec2:DescribeSnapshots"
            ],
            "Resource": "*"
        },
        {
            "Effect": "Allow",
            "Action": [
                "s3:GetObject",
                "s3:PutObject"
            ],
            "Resource": "arn:aws:s3:::cf-template*"
        },
        {
            "Effect": "Allow",
            "Action": [
                "cloudformation:CreateStack",
                "cloudformation:UpdateStack",
                "cloudformation:CreateUploadBucket",
                "cloudformation:DescribeStackEvents",
                "cloudformation:DescribeStacks",
                "cloudformation:GetTemplateSummary",
                "cloudformation:ListStacks",
                "cloudformation:ListStackResources",
                "cloudformation:DeleteStack"
            ],
            "Resource": "*"
        },
        {
            "Effect": "Allow",
            "Action": [
                "iam:CreateRole",
                "iam:DeleteRole",
                "iam:ListRoles",
                "iam:TagRole",
                "iam:PutRolePolicy",
                "iam:DeleteRolePolicy",
                "iam:GetRole",
                "iam:ListAttachedRolePolicies",
                "iam:CreateInstanceProfile",
                "iam:AddRoleToInstanceProfile",
                "iam:RemoveRoleFromInstanceProfile",
                "iam:DeleteInstanceProfile",
                "iam:ListPolicies",
                "iam:PassRole",
                "iam:ListOpenIDConnectProviders",
                "iam:GetOpenIDConnectProvider",
                "iam:ListEntitiesForPolicy",
                "iam:CreateServiceLinkedRole",
                "iam:ListInstanceProfiles",
                "iam:ListInstanceProfilesForRole",
                "iam:AttachRolePolicy" 
            ],
            "Resource": "*"
        },
        {
            "Effect": "Allow",
            "Action": [
                "eks:DescribeCluster",
                "eks:ListClusters",
                "eks:UpdateClusterConfig",
                "eks:UpdateClusterVersion",
                "eks:CreateNodegroup",
                "eks:DescribeNodegroup",
                "eks:ListNodegroups",
                "eks:UpdateNodegroupConfig",
                "eks:UpdateNodegroupVersion",
                "eks:DescribeAddon",
                "eks:DescribeAddonVersions",
                "eks:ListAddons",
                "eks:UpdateAddon",
                "eks:AccessKubernetesApi",
                "eks:ListAccessPolicies",
                "eks:AssociateAccessPolicy",
                "eks:ListIdentityProviderConfigs",
                "eks:DescribeAccessEntry",
                "eks:ListPodIdentityAssociations",
                "eks:ListAssociatedAccessPolicies",
                "eks:CreateAccessEntry"  
            ],
            "_comment": "Change the below Resource to specific cluster - arn:aws:eks:region:account-id:cluster/cluster-name",
            "Resource": "*"
        },
        {
            "Effect": "Allow",
            "Action": [
                "ssm:ListAssociations",
                "ssm:GetParametersByPath"
            ],
            "Resource": "*"
        }
    ]
}

1. Amazon EC2 (Elastic Compute Cloud)

  • Instance Management

    • ec2:RunInstances

    • ec2:DescribeInstances

    • ec2:DescribeInstanceTypes

    • ec2:DescribeInstanceStatus

    • ec2:StopInstances

    • ec2:TerminateInstances

    • ec2:ModifyInstanceAttribute

  • Network and Security

    • ec2:DescribeSubnets

    • ec2:DescribeVpcs

    • ec2:DescribeVpcAttribute

    • ec2:DescribeSecurityGroups

    • ec2:AuthorizeSecurityGroupIngress

    • ec2:CreateSecurityGroup

    • ec2:RevokeSecurityGroupIngress

    • ec2:DeleteSecurityGroup

    • ec2:DescribeSecurityGroupRules

  • Resource Tagging and Metadata

    • ec2:CreateTags

  • Others

    • ec2:DescribeKeyPairs

    • ec2:DescribeImages

    • ec2:DescribeImageAttribute

    • ec2:DescribeAvailabilityZones

    • ec2:DescribeAccountAttributes

    • ec2:DescribeRouteTables

    • ec2:DescribeNetworkAcls

    • ec2:DescribeAddresses

    • ec2:DescribeDhcpOptions

    • ec2:DescribeSnapshots

2. Amazon S3 (Simple Storage Service)

  • Object Operations

    • s3:GetObject

    • s3:PutObject

3. Amazon CloudFormation

  • Stack Operations

    • cloudformation:CreateStack

    • cloudformation:UpdateStack

    • cloudformation:CreateUploadBucket

    • cloudformation:DescribeStackEvents

    • cloudformation:DescribeStacks

    • cloudformation:GetTemplateSummary

    • cloudformation:ListStacks

    • cloudformation:ListStackResources

    • cloudformation:DeleteStack

4. AWS IAM (Identity and Access Management)

  • Role Management

    • iam:CreateRole

    • iam:DeleteRole

    • iam:ListRoles

    • iam:TagRole

    • iam:PutRolePolicy

    • iam:DeleteRolePolicy

    • iam:GetRole

    • iam:ListAttachedRolePolicies

    • iam:AttachRolePolicy

  • Instance Profile Operations

    • iam:CreateInstanceProfile

    • iam:AddRoleToInstanceProfile

    • iam:RemoveRoleFromInstanceProfile

    • iam:DeleteInstanceProfile

  • Policy Management

    • iam:ListPolicies

    • iam:PassRole

  • Other

    • iam:ListOpenIDConnectProviders

    • iam:GetOpenIDConnectProvider

    • iam:ListEntitiesForPolicy

    • iam:CreateServiceLinkedRole

    • iam:ListInstanceProfiles

    • iam:ListInstanceProfilesForRole

5. Amazon EKS (Elastic Kubernetes Service)

  • Cluster Operations

    • eks:DescribeCluster

    • eks:ListClusters

    • eks:UpdateClusterConfig

    • eks:UpdateClusterVersion

  • Nodegroup Operations

    • eks:CreateNodegroup

    • eks:DescribeNodegroup

    • eks:ListNodegroups

    • eks:UpdateNodegroupConfig

    • eks:UpdateNodegroupVersion

  • Addon Operations

    • eks:DescribeAddon

    • eks:DescribeAddonVersions

    • eks:ListAddons

    • eks:UpdateAddon

  • API Access and Policy Management

    • eks:AccessKubernetesApi

    • eks:ListAccessPolicies

    • eks:AssociateAccessPolicy

    • eks:ListIdentityProviderConfigs

    • eks:DescribeAccessEntry

    • eks:ListPodIdentityAssociations

    • eks:ListAssociatedAccessPolicies

    • eks:CreateAccessEntry

6. AWS SSM (System Manager)

  • Association Operations

    • ssm:ListAssociations

    • Code Block
      AWSTemplateFormatVersion: '2010-09-09'
      Description: Create IAM roles and policies for Controllers and Workers
      
      Resources:
        ExostellarControllerRole:
          Type: 'AWS::IAM::Role'
          Properties:
            AssumeRolePolicyDocument:
              Version: '2012-10-17'
              Statement:
                - Effect: Allow
                  Principal:
                    Service: ec2.amazonaws.com
                  Action: 'sts:AssumeRole'
            Policies:
              - PolicyName: ExostellarControllerPolicy
                PolicyDocument: |
                  {
                    "Version": "2012-10-17",
                    "Statement": [
                      {
                        "Effect": "Allow",
                        "Action": [
                          "ec2:RunInstances",
                          "ec2:StopInstances",
                          "ec2:DescribeSpotPriceHistory",
                          "ec2:DescribeInstances",
                          "ec2:DescribeInstanceTypes",
                          "ec2:DescribeTags",
                          "ec2:CreateTags",
                          "ec2:CreateFleet",
                          "ec2:CreateLaunchTemplate",
                          "ec2:DeleteLaunchTemplate",
                          "ec2:TerminateInstances",
                          "ec2:AssignPrivateIpAddresses",
                          "ec2:UnassignPrivateIpAddresses",
                          "ec2:AttachNetworkInterface",
                          "ec2:DetachNetworkInterface",
                          "ec2:CreateNetworkInterface",
                          "ec2:DeleteNetworkInterface",
                          "ec2:ModifyNetworkInterfaceAttribute",
                          "ec2:DescribeRegions",
                          "ec2:CreateVolume",
                          "ec2:DescribeVolumes",
                          "ec2:AttachVolume",
                          "ec2:ModifyInstanceAttribute",
                          "ec2:DetachVolume",
                          "ec2:DeleteVolume",
                          "ec2:CreateInstanceExportTask",
                          "ec2:DescribeExportTasks",
                          "ec2:RebootInstances",
                          "ec2:CreateSnapshot",
                          "ec2:DescribeSnapshots",
                          "iam:CreateServiceLinkedRole",
                          "iam:ListRoles",
                          "iam:ListInstanceProfiles",
                          "iam:PassRole",
                          "iam:GetRole",
                          "ec2:DescribeSubnets",
                          "ec2:DescribeSecurityGroups",
                          "ec2:DescribeImages",
                          "ec2:DescribeKeyPairs",
                          "ec2:DescribeInstanceTypeOfferings",
                          "iam:GetInstanceProfile",
                          "iam:SimulatePrincipalPolicy",
                          "sns:Publish",
                          "ssm:GetParameters",
                          "ssm:GetParametersByPath"
                        ],
                        "Resource": "*"
                      },
                      {
                        "Effect": "Allow",
                        "Action": [
                          "eks:DescribeCluster"
                        ],
                        "Resource": "*"
                      }
                    ]
                  }
            Tags:
              - Key: "Name"
                Value: !Sub "${AWS::StackName}-controller-role"
      
        ExostellarControllerProfile:
          Type: 'AWS::IAM::InstanceProfile'
          Properties:
            Roles:
              - !Ref ExostellarControllerRole
      
        ExostellarWorkerRole:
          Type: 'AWS::IAM::Role'
          Properties:
            AssumeRolePolicyDocument:
              Version: '2012-10-17'
              Statement:
                - Effect: Allow
                  Principal:
                    Service: ec2.amazonaws.com
                  Action: 'sts:AssumeRole'
            Policies:
              - PolicyName: ExostellarWorkerPolicy
                PolicyDocument: |
                  {
                    "Version": "2012-10-17",
                    "Statement": [
                      {
                        "Effect": "Deny",
                        "Action": [
                          "ec2:UnassignPrivateIpAddresses"
                        ],
                        "Resource": "*"
                      },
                      {
                        "Effect": "Allow",
                        "Action": [
                          "ec2:ModifyInstanceMetadataOptions",
                          "eks:DescribeCluster"
                        ],
                        "Resource": "*"
                      }
                    ]
                  }
            Tags:
              - Key: "Name"
                Value: !Sub "${AWS::StackName}-worker-role"
            ManagedPolicyArns:
              - "arn:aws:iam::aws:policy/AmazonEC2ContainerRegistryReadOnly"
              - "arn:aws:iam::aws:policy/AmazonSSMManagedInstanceCore"
              - "arn:aws:iam::aws:policy/AmazonEKS_CNI_Policy"
              - "arn:aws:iam::aws:policy/AmazonEKSWorkerNodePolicy"
              - "arn:aws:iam::aws:policy/service-role/AmazonEBSCSIDriverPolicy"
      
        ExostellarWorkerProfile:
          Type: 'AWS::IAM::InstanceProfile'
          Properties:
            Roles:
              - !Ref ExostellarWorkerRole
      
      Outputs:
        ExostellarControllerRoleARN:
          Description: ARN of the Controller IAM Role. This will be used in the ConfigMap.
          Value: !GetAtt ExostellarControllerRole.Arn
      
        ExostellarControllerRoleInstanceProfileARN:
          Description: Instance Profile ARN of the Controller IAM Role. This will be used in the Profile Configuration.
          Value: !GetAtt ExostellarControllerProfile.Arn
      
        ExostellarWorkerRoleARN:
          Description: ARN of the Exostellar Worker Role. This will be used in the ConfigMap.
          Value: !GetAtt ExostellarWorkerRole.Arn
      
        ExostellarWorkerRoleInstanceProfileARN:
          Description: Instance Profile ARN of the Worker IAM Role. This will be used in the Profile Configuration.
          Value: !GetAtt ExostellarWorkerProfile.Arn

      ssm:GetParametersByPath

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