TAO Dashboard Deployment

Stage 1 - Prepare config files

1. Collect information to create config files

   • {account} - AWS Account in which Dashboard is deployed
   • {region} - AWS region for dashboard deployment
   • {user_arn} - QuickSight user arn with admin permissions.

   Can be retrieved with following command:

   aws quicksight list-users --aws-account-id {account} --namespace default --region {region} --query 'UserList[*].Arn'
   

   • {s3FolderPath} - path to S3 folder created in Stage 1 in following format s3://{bucket_name}/reports/
   • {databaseName} - AWS glue data catalog database name. You can use any existing database or create new

2. Create AWS Glue database

3. Download following files and replace placeholders with respective values

   • athena-table.json - placeholders {databaseName} in line 2, {account} in line 3 and {s3FolderPath} in line 7
   • dashboard-input.json - placeholders {account} in lines 2 and 30, {region} in line 30 and {user_arn} in line 7
   • data-set-input.json - placeholders {user_arn} in line 6, {account} in line 24, {region} in line 24, {databaseName} in line 26
   • data-source-input.json - placeholder {user_arn} in line 15
   • update-dashboard-input.json - placeholder {account} in line 2 and 15 and {region} in line 15

   OR

   download all templates in one click

Stage 2 - Create required resources and deploy dashboard

1. We recommend to use AWS CloudShell for workshop

2. Verify AWS CLI is v2.1.16 and above. Check the version by issuing the aws --version command at the shell prompt. To upgrade AWS CLI, find the instructions here

3. Upload all 5 config files to CloudShell

4. Using CloudShell change a directory to where you’ve uploaded files in the previous step

5. Create resources

   • Create Glue table is the metadata definition:

   aws glue create-table --region {region} --cli-input-json file://athena-table.json
   

   • Create QuickSight datasource:

   aws quicksight create-data-source --aws-account-id {account} --region {region} --cli-input-json file://data-source-input.json
   

   • Create QuickSight dataset:

   aws quicksight create-data-set --aws-account-id {account} --region {region} --cli-input-json file://data-set-input.json
   

   • Create QuickSight dashboard:

   aws quicksight create-dashboard --aws-account-id {account} --region {region} --cli-input-json file://dashboard-input.json
   

   • Get status of dashboard deployment:

   aws quicksight describe-dashboard --aws-account-id {account} --region {region} --dashboard-id ta-organizational-view
   

• Follow the How to use steps for installation and dashboard deployment. We recommend to use AWS CloudShell for automated deployment

Create TAO Dashboard using a CloudFormation Template

1. Login via SSO in your Cost Optimization account

2. Click the Launch CloudFormation button below to open the pre-populated stack template in your CloudFormation console and select Next

   • Launch CloudFormation Template

3. Enter a Stack name for your template such as TAO-Dashboard-QuickSight

4. Review Information parameter to confirm prerequisites before specifying the other parameters

5. Update your S3 Bucket Path to the TA Reports with the S3 path where your Trusted Advisor reports are stored. Path should look like s3://{bucketname}/reports or s3://costoptimizationdata{account_id}/optics-data-collector/ta-data/ depending on data collection method used in Create and Upload Trusted Advisor Report step before.

6. Update your Athena Database Name with the name of the CUR Athena Database where you want to deploy table for TA reports. Leave default if you are not sure which database name provide:

7. Update QuickSight Username parameter with your QuickSight username To validate your QuickSight username complete the tasks below:

   • Open a new tab or window and navigate to the QuickSight console
   • Find your username in the top right navigation bar
   • Add the identified username to the CloudFormation parameter

8. Update Quicksight Identity Region parameter with your QuickSight region

   • Optional add a Suffix if you want to create multiple instances of the same account.
   • Optional specify a Preferred Refresh Schedule for QuickSight dataset refresh. Leave empty if no automated refresh is needed.

9. Select Next at the bottom of Specify stack details and then select Next again on the Configure stack options page

10. Review the configuration, click I acknowledge that AWS CloudFormation might create IAM resources, and click Create stack.

11. You will see the stack will start in CREATE_IN_PROGRESS

12. Once complete, the stack will show CREATE_COMPLETE

13. Navigate to Dashboards page in your QuickSight console, click on Trusted Advisor Organizational View dashboard to open it