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Activate Flexsave for Amazon Web Services

Provide payment information

To activate Flexsave, you first need to set up your billing:

  1. Provide the payment information as indicated on the page, including:

    • Billing address: Billing address of your organization
    • Company details: Company name and registration number (Tax ID)
    • Contact details: Accounts payable details
    • Payments: Payment method and currency
  2. Select CONFIRM PAYMENT INFORMATION to create your billing profile

Upon completion, you will be taken to back to the Flexsave for AWS screen:

Here you can:

  • Select the VIEW button to check your payment information.
  • Select the SET UP FLEXSAVE button to continue the activation process.

Set up Flexsave

After selecting SET UP FLEXSAVE you will be presented with the DoiT International Flexsave Agreement.

To proceed with Flexsave activation, you must read the agreement text in full, complete the short accompanying form (two checkboxes), and select CONFIRM AGREEMENT.

Prepare your AWS Cost and Usage Report

Flexsave works by dynamically attaching DoiT-owned AWS accounts with Saving Plans to your organization. These accounts contain no resources other than Savings Plans. When our AWS accounts are attached to your organization, AWS automatically applies DoiT's Savings Plans to your eligible compute workloads.

To provide the additional access needed for Flexsave to work, we have prepared another template CloudFormation stack for you to create.

However, before doing that, you will need supply an AWS Cost and Usage Report (CUR). We will periodically fetch this report and use the data to model your current and future compute usage, allowing Flexsave to predict the ideal blend of Savings Plans to maximize your coverage.

tip

You may already have an Cost and Usage Report set up for your AWS account.

However, unless it matches the specification required for Flexsave (detailed in the next section), you will need to reconfigure it or create a new one. Many of our customers find it easier and more intuitive to create a new report than to reconfigure an existing one.

The cost of creating a new Cost and Usage Report is the same as the cost of a small S3 bucket.

Create a new report

To create a new AWS Cost and Usage Report, follow the instructions in the AWS: Create a Cost and Usage Report document, with the following in mind:

  • You must select Include resource IDs
  • The Data refresh settings setting has no effect on Flexsave
  • When you Configure S3 Bucket, make a note of the S3 bucket name you choose (you will need it for the next section)
  • Make a note of the Report path prefix you choose (you will need it for the next section)
  • For Time granularity, you must select Hourly
  • Report versioning has no effect on Flexsave
  • For Enable report data integration for, select Amazon Redshift or Amazon QuickSight (i.e., produces CSV files with .gz compression)

When you're done, your report should look something like this:

In the example above, note:

  • The S3 bucket value is flexsave reports
  • The Report path prefix value is CUR/flexsave-cur-report
  • The Time granularity value is Hourly
  • The Compression type value is GZIP
  • The File format value is text/csv
  • The Report content list contains Resource IDs
tip

From this list, you are free to choose a custom S3 bucket name and Report path prefix. However, your report must match all of the other values.

Verify access to your report files

Before you proceed to the next section and create your CloudFormation stack, you must:

  • Wait for your report to be run at least one time (this should happen within an hour)
  • Verify that at least one report file (with a .gz suffix) is visible in the S3 bucket at the path you configured when creating the report

Provide access to activate Flexsave AWS

After verifying access to your report files in the previous section, return to the Flexsave sign-up flow, and complete the form:

  1. For S3 bucket, enter the bucket name you chose for the Configure S3 Bucket step when creating the AWS Cost and Usage Report in the previous section

  2. For Report path prefix, enter the path prefix you chose for the Report path prefix step when creating the AWS Cost and Usage Report in the previous section

When you are done, select the OPEN AWS CLOUDFORMATION CONSOLE button.

info

If we are unable to access access your report files, the page will display an error message. If this happens to you, it may be for one of the following reasons:

Create your CloudFormation stack

If we are able to successfully access your report files, the browser will open a window prompting you to log into your AWS console.

danger

Your you must authenticate as the same account used to get your estimation, which should have been a management account (i.e., a payer account).

After logging in to your AWS console, AWS will prompt you to create the CloudFormation stack from our template configuration:

You can download the YAML file using the displayed Template URL to view the template stack definition.

The YAML file looks like this:

Description: This template creates a policy to allow Flexsave to mange saving plans.
Parameters:
CustomerId:
Type: String
Description: Customer ID for Cross-Account-Role
S3Bucket:
Type: String
Description: CUR S3 Bucket URL
CurPath:
Type: String
Description: CUR S3 Bucket Path
Metadata:
AWS::CloudFormation::Interface:
ParameterGroups:
- Label:
default: 'Cross-Account Role Configuration. *Do Not Modify*'
Parameters:
- CustomerId
- S3Bucket
- CurPath
Resources:
OrgBillingPolicy:
Type: AWS::IAM::ManagedPolicy
Properties:
ManagedPolicyName: doitintl_cmp
PolicyDocument:
Version: 2012-10-17
Statement:
- Effect: Allow
Sid: Management
Action:
- organizations:ListAccounts*
- organizations:ListHandshakes*
- organizations:DescribeOrganization
- organizations:DescribeAccount
- organizations:DescribeHandshake
- organizations:InviteAccountToOrganization
Resource: '*'
- Effect: Allow
Sid: CostAndUsage
Action:
- ec2:DescribeReservedInstances
- savingsplans:DescribeSavingsPlans
- ce:Get*
- cur:DescribeReportDefinitions
Resource: '*'
- Effect: Allow
Sid: Onboarding
Action:
- iam:GetRole
- iam:GetPolicy
Resource:
- !Sub 'arn:aws:iam::${AWS::AccountId}:role/doitintl_cmp'
- !Sub 'arn:aws:iam::${AWS::AccountId}:policy/doitintl_cmp'
- Effect: Allow
Sid: S3Bucket
Action:
- s3:ListBucket
Resource: !Sub
- 'arn:aws:s3:::${BucketName}'
- BucketName: !Ref S3Bucket
- Effect: Allow
Sid: S3Object
Action:
- s3:GetObject
Resource: !Sub
- 'arn:aws:s3:::${BucketName}/*'
- BucketName: !Ref S3Bucket
Roles:
- 'doitintl_cmp'
DoitCmpHook:
Type: Custom::DoitCmpHook
Properties:
ServiceToken: 'arn:aws:sns:us-east-1:068664126052:doitintl-aws-connect'
RoleArn: 'doitintl_cmp'
AccountID: !Ref 'AWS::AccountId'
ExternalID: !Ref CustomerId
NotificationUrl: 'https://scheduled-tasks-dot-me-doit-intl-com.uc.r.appspot.com/webhooks/v1/flexsave-standalone-aws/update-billing'
S3Bucket: !Ref S3Bucket
CurPath: !Ref CurPath
Version: '1.0'
Outputs:
RoleName:
Value: 'doitintl_cmp'

In summary, this stack creates:

  • Role name doitintl_cmp
  • Policy name doitintl_cmp
  • A Management group for adding, removing, and overseeing our account inventory of Savings Plans
  • A CostAndUsage group to track cost and recommendations
  • A Onboarding group to periodically check permissions on our roles and policies
  • The S3Bucket and S3Object groups to get CURs

This configuration allows Flexsave to get the information it needs to determine the optimal way to reduce your monthly cloud spend.

If you are happy with the configuration, scroll to the bottom of the page and select the Capabilities checkbox indicating that you acknowledge that AWS CloudFormation might create IAM resources with custom names (in this instance, the doitintl_cmp role).

Finally, select CREATE STACK.

The AWS console will take you to the stack overview screen:

At first, the status of your stack will be CREATE_IN_PROGRESS. Eventually the status will change to CREATE_COMPLETE. We will wait for the stack to be created before attempting to fetch your billing data.

Switch back to the sign-up flow and select DONE.

Once activated, Flexsave will start processing your information and building an optimization plan. The whole process may take up to 24 hours. You'll be notified by email when it's completed.