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Welcome to Infrastructure Optimizer! 🎉 👏

We are excited to help you with maximizing your cloud resource efficiency and savings!

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

Info
The pre-check commands will require the IAM principal to have at least the `ec2:Describe*` permissions

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Network

By default, Infrastructure Optimizer schedules workload workers to run in private subnets to protect them from direct external accesses.

Use the following command commands to ensure that the AWS VPC where Infrastructure Optimizer will run has at least one private subnets subnet with public NAT Gateways.

Check private subnets that are suitable for running the Infrastructure Optimizer workload Workers:

Code Block

language	bash

aws ec2 describe-subnets --filter Name=vpc-id,Values=<vpc_id> --query 'Subnets[?MapPublicIpOnLaunch==`false`].SubnetId'

Check whether there is a public NAT Gateway attached:

Code Block

language	bash

aws ec2 describe-nat-gateways --filter Name=vpc-id,Values=<vpc_id> --output json | jq '.NatGateways[] | {NatGatewayId, SubnetId, ConnectivityType}'

These commands will provide a list of private subnets suitable for running the Infrastructure Optimizer workload workers.

If no private subnets exist, follow the AWS documentation to create a private subnet and a public NAT Gateway.

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Info
EKS only: the Infrastructure Optimizer must run in the same VPC as the EKS cluster

Security

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A pre-provisioned, user-managed SSH key pair is required to access the Infrastructure Optimizer head nodeManagement Server.

Info
OPTIONAL: Follow the AWS EC2 documentation to generate a SSH key pair.

For environments with existing PKI setup, the x509 certificates, private key, and optionally, intermediate chain certificates and CA certificates will also be also needed.

Compute

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Infrastructure Optimizer runs on the following OSes:

Rocky LinuxCentOS

Permissions

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Installations and Deployment

The following file contains the minimum IAM permissions required by the AWS IAM principal used to install Infrastructure Optimizer must have the following permissions:

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View file

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language	json

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{
    "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": "*"
        }
    ]
}

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title	Expand this section to view a detailed explanation of the scope of each IAM permission

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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

EC2 Instance Profiles

The X-Spot controllers and workers require a set of IAM permissions to manage and scale your workloads efficiently. Use this CloudFormation template to create the EC2 instance profiles.

When completed, the roles and instance profile ARNs output by CloudFormation will be needed for subsequent installation steps

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language	yaml

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name	xio-installer-iam.json

Expand

title	Expand this section to view a detailed explanation of each IAM permission

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
- ssm:GetParametersByPath

EC2 Instance Profiles

The Infrastructure Optimizer Controllers and Workers require a set of IAM permissions to manage and scale your workloads efficiently. Use this CloudFormation template to create the EC2 instance profiles.

View file

name	xio-cloudformation-data-plane-iam.yaml

Info
When completed, the roles and instance profile ARNs outputs by CloudFormation will be needed for subsequent installation steps.

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Key

Network

Security

Compute

Permissions

Installations and Deployment

EC2 Instance Profiles

EC2 Instance Profiles