Tour: Homepage and Important Concepts

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cloudtamer.io is a multi-cloud governance platform that gives you clearer visibility into cloud usage, easy ways to control costs, and scalable methods to automate compliance in the cloud. We to make it easier to get things done in the cloud.

In this article, we will talk about the different areas of cloudtamer.io and some of the larger concepts behind how we work with your cloud resources. In addition to this article, you may want to watch this demo video to see how all the pieces work together.

video-button.png  See cloudtamer.io in Action

We highly recommend clicking the links in the collapsed sections as you go, as they will help you understand cloudtamer.io's key concepts. Other links on this page contain helpful (but optional) content.

Top Navigation Bar

Log into cloudtamer.io (cloudtamer.io works best with the latest version of the Google Chrome browser. Other browsers may not support all features and may not display properly).

At the top of the screen, you'll see the top navigation bar. From left to right, you'll see a search field, a quick create/connect button, a button to take you to help documentation, a notification bell, and a user drop-down menu.

Search Bar

In the search bar located in the top navigation bar, you can find items quickly by typing a few letters and clicking on an item in the list. You can also click View all results at the bottom of the drop-down list to view the search results page, which may provide more results than the three displayed in the search bar.

Quick Create/Connect

Click the button to create or connect items with ease. For more information, see our Quick Create/Connect article.

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Left Navigation Menu

On the left-hand side of the screen, you'll see the left navigation menu, which contains easy shortcuts to the main sections of cloudtamer.io. Within each subsection of the left navigation menu, what you can see and do will depend on your level of permission.

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Dashboard

The button with the home icon will bring you to the dashboard (in lower versions, this is called the overview).

 Version 2.28.0 and higher: See the cloudtamer.io dashboard article for more info about the dashboard.

 Version 2.27.X and lower: The overview displays the projects and organizational units (OUs) you have selected as your “quick” projects and OUs. Here, you’ll find all the most important info relevant to your organization at a glance. To learn more about selecting your quick projects and OUs, see Setting Your Profile Preferences in the Getting Started section of the Knowledge Base.

OUs

If you click into the OUs section of the left navigation menu, you will see all the OUs that you have permission to view.

About OUs

You can filter and sort OUs from this page. If you select a specific OU, you will be directed to that OU’s detail page, where you can view in-depth information about the OU’s financials, enforcements, users, permissions, and cloud management. For more information on viewing OUs, visit Viewing OUs in the OUs section of the Knowledge Base.

Within the OUs section of the left navigation menu, you will also see a link for the Organization Chart, which gives you a birds-eye view of your organization’s entire structure by showing the hierarchy of your OUs. For in-depth information on how to use the organization chart, see Tour: Organization Chart in the Getting Started section of the Knowledge Base.

Projects

If you click into the Projects section of the left navigation menu, you will see all the projects that you have permission to view.

About Projects

You can filter and sort projects from this page. If you select a specific project, you will be directed to that project’s detail page, where you can view in-depth information about the project’s financials, accounts, enforcements, users, permissions, and cloud management. For more information on viewing projects, visit Viewing Projects in the Projects section of the Knowledge Base.

Within the Projects section of the left navigation menu, you will see links to pages where you can request new project creation and access to existing projects. For more information on project requests, see Request Access to a ProjectCheck the Status of a Project Access RequestRequest Project Creation and Check the Status of a Project Creation Request in the Requests section of the Knowledge Base.

Financials

If you click into the Financials section of the left navigation menu, you will see all the funding sources that you have permission to view. Your funding sources are what you’ll use to allocate funding to specific OUs.

About Funding Sources

You can filter and sort funding sources from this page. If you select a specific funding source, you will be directed to that funding source’s detail page, where you can view in-depth information about the funding source’s financials, OUs, enforcements, users, and permissions. For more information on viewing funding sources, see Viewing Funding Sources in the Financials section of the Knowledge Base. 

Within the Financials section of the left navigation menu, you will see links to pages where you can view allocation history and, depending on your level of permission, allocate or recall funds. For more information on these features, see View Allocation HistoryAllocate Funds to an OU, and Recall Funds from an OU in the Financials section of the Knowledge Base.

Accounts

If you click into the Accounts section of the left navigation menu, you will see a list of all the cloud accounts that you have permission to view. Accounts are your cloud accounts (AWS accounts or Azure subscriptions). Accounts are contained within projects, which are in turn contained within OUs. Only those with higher-level permissions will be able to view cloud accounts.

About Accounts

Beneath All Accounts in the left navigation menu, you will see links to sections where you can view billing sources, Azure CSPs, Azure enterprise agreements (EAs), and the account cache. For more information on Viewing Accounts and Billing Sources, see the Accounts section of the knowledge base. For more information on Azure, see the Azure CSP Setup Guide or Azure EA Setup Guide.

Users

If you click into the Users section of the left navigation menu, you will see a list of all the users you have permission to view. Users are individuals with access to cloudtamer.io, which may or may not correspond 1:1 with users of your cloud accounts.

About Users

You can filter and sort users from this page. If you select a specific user, you will be directed to that user’s detail page, where you can view in-depth information about the user’s user groups, projects, OUs, funding sources, cloud rules, and permissions. For more information on viewing users, see Viewing Users in the Users section of the Knowledge Base.

Within the Users section of the left navigation menu, you will see a User Groups section, which functions similarly to the Users section, but for user groups. User groups make it easier to manage teams. Instead of adding a user individually to each project they need access to, create a user group representing a team and add all the team members to the group. You can then grant permissions to the user group and manage the users in a single location. If you select a specific user group, you will be directed to that user group's detail page, where you can view in-depth information about the group's users, projects, OUs, funding sources, cloud rules, and permissions. For more information on viewing user groups, see Viewing User Groups in the Users section of the Knowledge Base.

Also, within the Users section of the left navigation menu you can view (and, depending on your permission level, manage) Identity Management SystemsPermissions, and AWS Long Term Access Keys. For more information on these topics, see the corresponding linked articles in the Knowledge Base.

Cloud Management

If you click into the Cloud Management section of the left navigation menu, you will see a list of all cloud rules you have permission to view.

About Cloud Rules

Within the Cloud Management section of the left navigation menu, you will notice links to AWS IAM PoliciesAzure Role Definitions, Azure policy definitions, AWS CloudFormation Templates, Azure ARM templates, the AWS Service CatalogAWS AMIs, and Webhooks. Each of these tools has its own section in the Knowledge Base. For more information, refer to the links provided above.

Compliance

If you click on the Compliance section of the left navigation menu, you will see the Compliance Overview, which shows your compliance at a glance and lets you address findings easily. Within the Compliance section of the left navigation menu, you'll find links to All Compliance Standards and All Compliance Checks. Follow the links above to learn more about these tools for continuous compliance.

Savings Opportunities

Click on the Savings Opportunities section of the left navigation menu to view the Savings Opportunities Overview. This overview shows you changes you can make to over-provisioned or abandoned cloud resources to reduce your cloud spending. The goal is to help you only pay for what you actually need, which can save you money. You can learn more about savings opportunities in the What is a Savings Opportunity? article.

Note: savings opportunities must be turned on in the system settings in order to use them; for more information on how to do this, see the Savings Opportunities Settings page.

Requests

If you click into the Requests section of the left navigation menu, you will see any pending request actions and initiated requests that apply to you. These include requests from your team for access to projects or to create new projects. You can also toggle from pending requests to request history via the tabs. For in-depth information on requests, see the Requests section of the Knowledge Base.

Reporting

You can generate system-wide reports from one convenient centralized place by clicking Reporting > Report Builder in the left navigation menu. From this menu, you can build OU reports, project reports, user reports, account reports, and billing source reports. For more information about reports, see the Report Builder page in the Reporting section of the Knowledge Base.

Settings

If you click into the Settings section of the left navigation menu, you will see the System Settings page, where admins can set up and make changes to the back end of cloudtamer.io. For more information on system settings and how to set these up properly, see the Settings section of the Knowledge Base. 

In the Settings section of the left navigation menu you will also find links to User Settings, where project settings are managed, Permissions, the Audit Log, and Diagnostics.

 

Read Next:
caret-2.pngTour: Organization Chart

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