Getting Started


1. Watch Our Product Demo

There’s no faster way to get acquainted with the UI than by watching the demo video. This tour covers both the Cost and Monitoring products, including topics like: the EC2 recommendation report, the Utilization Boxplot report, and the Cost report.

2. Register an Account

You’re excited to right-size your environments and lower their costs. You’ve done all your research, and you’re ready to try CloudWisdom’s 21-day free trial. Select Sign Up at the top-right of the page and, after filling out a quick form, you’ll begin to set up CloudWisdom.

Whitelist CloudWisdom Emails

Make sure you’re able to receive all of your emailed reports and notifications by whitelisting This prevents your reports from getting caught in spam filters.

3. Set Up The AWS Integration


Chances are, you’re going to want to start with AWS.

We recommend linking your AWS account using the CloudFormation Method found in our help documentation. It’s fast and gets you ready to pump in billing data. Just run the script, enable AWS Cost Explorer, and you’re ready to start monitoring.

Trial Datasource Limit

While using the trial version of CloudWisdom you are limited to integrating with two cloud datasources.

This Integration Supports

Cost Reports for EC2, RDS, and S3
Resource Utilization
EC2 Recommendation
EC2 Reservation Recommendation
AWS Services Cost
Idle Resource Discovery (ELB, EBS)

Remember to enable Cost Explorer and Cost & Usage Reports before moving beyond this stage.

4. Install Agents (Linux, Windows)

Check out our most popular agents! Select on the links to read their in-depth setup documentation. These agents pull in additional cost metrics and help you take action on report insights. Using these agents ensures the most accurate cost recommendations.

  • Linux Agent
    Quickly deploy and collect metrics with a richer set of metadata, right out of the box. This agent also supports CloudWatch integration.

  • Windows Agent
    Monitor windows performance counters and attributes with the Windows Agent. Pre-configured to send the most important performance metrics, and system attributes, it’s powerful from the start. You can also customize it to send additional data as needed.