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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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Component

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Requirements

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VPC

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  • It contains at least one private subnet

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NAT Gateway

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  • The connectivity type is public

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Component

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Details

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SSH Key

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  • This will be used to attach to the Management Server

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Trusted Certificate

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  • Required only if deploying in a private environment.

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Component

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Requirements

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Operating System

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  • Using Linux variants

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We understand that cloud control and security are essential to you. To use Infrastructure Optimizer and start saving right away, you need the following IAM role to install and operate:

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titleUser IAM Role

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Least privilege IAM policies

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Explanation

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languagejson

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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

Network

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

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

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

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

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

Info

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

Security

A pre-provisioned, user-managed SSH key pair is required to access the Infrastructure Optimizer Management 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 needed.

Compute

Infrastructure Optimizer runs on the following OSes:

  • Rocky Linux

Permissions

Installations and Deployment

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

View file
namexio-installer-iam.json

Expand
titleExpand 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
namexio-cloudformation-data-plane-iam.yaml

Info

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