Setup

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Setup

The setup of CDSB consists of the following stages:

1.CDSB instance deployment from the AWS Marketplace as an AMI.

2.CDSB configuration with setup wizard.

The first stage is typical for any AMI-based product installation from the AWS Marketplace. Once you subscribe to one of the CDSB editions available on the AWS Marketplace, you can launch a CDSB instance and begin protecting your AWS environment.  During the deployment of the CDSB edition you have chosen for your enterprise, a Cloud Formation script template will run to automate most of the configuration, as well as configure the IAM role for your instance:

https://s3.amazonaws.com/cd-cloud-formation-template-1.6/cloudformation_byol.json

The Cloud Formation script template does the following:

Prepares the IAM policy for CDSB.

Creates the IAM Role for CDSB.

Attaches the Role to the CDSB Instance.

Please note: While the setup has been designed with the best of intentions to automate and simplify the setup process using AWS CloudFormation, it is recommended to watch the short video that explains each step of the installation and is a very helpful resource for questions related to installing and configuring the software:

https://www.youtube.com/watch?v=PRW8Cbo6smQ&feature=youtu.be

Setup steps for deploying Cloud Daddy Secure Backup as an instance from the AWS Marketplace are explained below. You will need to be signed into the AWS Marketplace in order to deploy the instance.

1.After you have signed into the AWS Marketplace, select the Cloud Daddy Secure Backup product edition you want to install. Click on the “Continue to Subscribe” button at the top of any product listing to begin the installation process. You can review the end user license agreement as well as pricing and when ready, click the “Accept Terms” button. The subscription to the product will take a few minutes for AWS to process and when prompted, click on the “Continue to Configuration” button.

2.The fulfillment option, software version and region will be displayed. Accept the defaults and click the “Continue to Launch” button.

3.When prompted to “Choose Action”, select the Launch CloudFormation option from the dropdown menu. The “Launch” button will then appear. Click on the “Launch” button to proceed to the next step.

4.You will be prompted to create a CloudFormation stack. Accept all of the defaults and click on the “Next” button.

5.The “Specify stack details” form will display and requires you to provide several important pieces of information for the Create stack process. The first step is to give the stack a name. Type in “CloudDaddy” or anything else descriptive you wish with no spaces since they are not allowed here. You will need to specify an IP address or IP address range in CIDR format, which defines who exactly can RDP into the Cloud Daddy instance, i.e., 192.168.1.100/32. Select a Keypair, and then select the RefVPCid and finally select the Subnetid. Click on the “Next” button on the bottom right of the screen to continue.

6.The “Configure stack options” form will display and you can simply accept the defaults here and click on the “Next” button on the bottom right of the screen.

7.You’ll be presented with a “Review” screen where you can review the information you’ve provided and when ready check off the box for “I acknowledge that AWS CloudFormation might create IAM resources” and finally click on the “Create” button on the bottom right of the screen.

8.The CloudFormation stacks page will be displayed, where you can see the new stack creation in progress. The new stack should appear, but if it does not, hit the refresh button on the right side of the screen. This process not only creates the template but also creates the Amazon EC2 instance which will ultimately become the AWS Cloud Daddy Secure Backup instance. After the Status has changed to CREATE_COMPLETE, we can proceed to the next step.

9.Click on “Services” in the upper left hand of the screen and then click on “EC2”. Within the Resources tab, then click on “Running Instances” and you will be able to see your newly created and running instance of Cloud Daddy Secure Backup. Please note: You may have to wait for your instance to complete the initialization and display a status of “running”. You can expand the Description dialog box to display more information on the screen. When the status displays the instance is running we will need two pieces of information. First, we will need the Public IP Address, which is contained on the right hand side of the Description dialog of “IPv4 Public IP”. Please copy it to the clipboard and make a note of this IP address since you will be using it in the future whenever you access the Cloud Daddy Secure Backup instance. We will also need the Instance ID which is contained on the left side of the Description dialog box. Please make a note of the Instance ID and continue with the CDSB Configuration below.