Onboarding Wizard

Use the Onboarding Wizard to quickly set up your first cloud resource. This guided tool supports initial setup of both AWS and Azure datasources. If you have already set up your first datasource, and would like to use the Onboarding Wizard for additional resources, you can prompt the wizard to begin using this url: https://app.metricly.com/#/onboarding-wizard/integration.

Configure AWS

Before using the Onboarding Wizard, CloudWisdom recommends completing some configuration steps in the AWS console. These steps ensure you have all of the required settings in place to integrate to CloudWisdom.

1. Enable Cost Explorer

Cost Explorer must be enabled from the master billing account—even if already set up on a sub-account. IAM Roles set up with the master billing account allow CloudWisdom to present reports spanning all of your accounts; IAM Roles set up with a sub-account only reports cost for that one account.

  1. Log in to your AWS master billing account.
  2. Navigate to Cost Explorer.
  3. Select Enable Cost Explorer. Enable Cost Explorer
  4. The API is now available for use but has no data; you can request up to a year of cost billing data from AWS.

2. Enable Cost & Usage Reports in AWS

Cost & Usage Reports (CUR) have replaced Detailed Billing in AWS. CloudWisdom requires Cost & Usage Report data and no longer supports Detailed Billing files.

Already have an existing hourly Cost & Usage Report with GZIP or ZIP compression set up? Great! You can skip this section. You’ll need to provide your CUR’s Report Path Prefix at a later stage in this setup.

  1. Log in to your AWS Console.
  2. Navigate to Billing > Cost & Usage Reports.
  3. Select Create report. create-report
  4. Name the report HourlyCSVWithResourceIDs.
  5. Enable the Include resource IDs checkbox. enable-resource-ids
  6. Select Next.
  7. Select Configure to choose (or create) a S3 bucket that will store your files. save-s3-bucket
  8. Provide a Report path prefix, such as CostAndUsageReports. Do not include any leading or trailing forward slashes; doing so may distort the file hierarchy output by AWS.
  9. Select Hourly under Time granularity.
  10. Select your preferred Report versioning method. Overwriting the existing report may save on your storage costs in the future.
  11. Leave all data integration options unchecked.
  12. Select GZIP for Compression type.
  13. Select Next.
  14. Review your configurations.
  15. Select Review and Complete to create the Cost and Usage Report (CUR).

It can take up to a few hours for new Cost & Usage Report data to appear in the S3 bucket.

Initial configuration steps in the AWS console are complete. Now we can begin the Onboarding Wizard steps in CloudWisdom.

1. Create an IAM Role

  1. Log in to CloudWisdom. You are automatically directed to the Onboarding Wizard.
  2. Select Begin Setup > Setup AWS Cloud.
  3. Select Run Cloudformation Script. This opens a new tab and is the fastest way to set up your IAM role; you will be prompted to log in to AWS.
  4. Enable the I acknowledge that AWS CloudFormation might create IAM resources checkbox.
  5. Select Create Stack. This process may take a few minutes. Wait for the stack to say CREATE_COMPLETE before proceeding to the next step.
  6. Select the stack you have created. It will start with CloudWisdom.
  7. Navigate to the Outputs tab.
  8. Copy the Role ARN Value. role-arn-value
  9. Return to the CloudWisdom Onboarding Wizard and paste the Role ARN into the field.
  10. Select Next: Cloudwatch.

2. Configure CloudWatch Data Collection

CloudWisdom collects performance data to power analyses. The elements enabled by default are recommended and can be changed at any time.

  1. Approve the list of enabled default collections; uncheck any you wish to disable.
  2. Select Next: Cost and Billing.

3. Configure Cost & Billing Settings

  1. Leave Enable Cost Explorer enabled.
  2. Select a Report Path Prefix. The values listed are a combination of the S3 bucket name where the billing files reside followed by the full Report path prefix of the Cost & Usage report you configured. select-report-path
  3. Select Next: Summary.

If the Report Path Prefix lookup is not available (and is instead a freeform text input), make sure you are using the most recent IAM role available. You can create the latest IAM role using the our CloudFormation script. You also have the option to manually enter the S3 Bucket Name (chosen in section 1, step 7) and Report Path Prefix (created in section 1, step 8).

4. Name & Finalize New Datasource

  1. Provide a name for your AWS datasource.
  2. Select Confirm & Finish.

You can create more datasources using the guides in our Integrations section.


Configure Azure

There are two ways to set up Azure with CloudWisdom: using the Azure CLI or through the Azure Portal. Virtana recommends using the CLI, as it’s much quicker and easier.

Via Azure Cli

  1. Log in to CloudWisdom. You are automatically directed to the Onboarding Wizard.
  2. Select Begin Setup > Setup Azure Cloud.
  3. Select Continue With Azure CLI.
  4. Ensure you have installed the CLI before proceeding.
  5. Select Continue.
  6. Open Windows PowerShell.
  7. Input the following command: az login
  8. Log in to your Azure account.
  9. Run the following command: az account show
  10. Locate id and tenantId in the output.
  11. Copy and paste the tenantId value into the Tenant Id field in CloudWisdom. tenant-id
  12. Select Continue.
  13. Return to PowerShell and run the following command, replacing <subscription-id> with the id value: az ad sp create-for-rbac --role "Monitoring Reader" --name CloudWisdomReader --scopes /subscriptions/<subscription-id>
  14. Copy and paste the appId value into the Client ID field.
  15. Copy and paste the password value into the Access Key field.
  16. Select Continue.
  17. Optionally Enable Guest OS Diagnostic Metrics.
  18. Select Continue.
  19. Select Confirm & Finish.

Via Azure Portal

  1. Log in to CloudWisdom. You are automatically directed to the Onboarding Wizard.
  2. Select Begin Setup > Setup Azure Cloud.
  3. Select Continue With the Azure Portal.
  4. Azure Tab: Open the Azure Portal in a separate tab and log in.
  5. Azure Tab: Navigate to App Registrations via search or Active Directory > App Registrations.
  6. CloudWisdom Tab: Select Continue.
  7. Azure Tab: Select + New registration.
  8. Azure Tab: Input and select the following:
    • Name: cloudwisdom-integration
    • Supported account types: Accounts in this organizational directory only - Single tenant
    • Redirect URI (optional): https://us.cloudwisdom.virtana.com
  9. Azure Tab: Select Register. You are re-routed to your new apps overview page. azure-setup-portal
  10. CloudWisdom Tab: Select Continue.
  11. Azure Tab: Copy and paste the following into the CloudWisdom’s Onboarding Wizard:
    • Application (client) ID: maps to Client ID
    • Directory (tenant) ID: maps to Tenant ID azure-setup-vid
  12. CloudWisdom Tab: Select Continue.
  13. Azure Tab: Select Certificates & secrets > New client secret.
  14. Azure Tab: Describe the secret, set an expiration, and select Add.
  15. Azure Tab: Copy the secret value from the Client secrets section.
  16. CloudWistom Tab: Select Continue.
  17. CloudWistom Tab: Paste the secret in the Access Key field.
  18. Azure Tab: Navigate to your app’s API Permissions.
  19. Azure Tab: Select Add a permission > Azure Service Management.
  20. CloudWisdom Tab: Select Continue.
  21. Azure Tab: Select Delegated Permissions and enable user_impersonation.
  22. Azure Tab: Select Add Permissions. api-perms
  23. CloudWisdom Tab: Select Continue.
  24. Azure Tab: Navigate to Home > Subscriptions and select the subscription your app belongs to.
  25. Azure Tab: Navigate to Resource providers and serach for microsoft.insights.
  26. Azurer Tab: Select the microsoft.insights row and then select Register. This may take a few seconds.
  27. CloudWisdom Tab: Select Continue.
  28. Azure Tab: Return to your subscription’s Overview page and copy the Subscription ID.
  29. CloudWisdom Tab: Paste the ID into the Subscription ID field. Select Continue.
  30. Azure Tab: Navigate to Access Control (IAM) and select +Add > Add role assignment. Complete the following fields:
    • Role: Reader
    • Assign access to: Azure AD user, group, or service principal
    • Select: Enter the name of your Active Directory application and select the app.
  31. Azure Tab: Select Save.
  32. CloudWisdom Tab: Select Continue.
  33. CloudWisdom Tab: Enable guest metrics (optional). Select Continue.
  34. CloudWisdom Tab: Select Confirm & Finish.