Onboarding

If you signed up for OpsNow, some simple preliminary tasks are required to start using the service.

Step 1. Create an organization

OpsNow manages cost data and savings amounts for each organization. After creating an organization, you can invite members to manage data for that organization. First, enter the organization name on the 'Create an Organization' screen and click the Continue button.

Step 2. Connect cloud accounts

If you have completed organization creation, you need to connect your cloud account to load cloud data into OpsNow.

You can skip this step and proceed later from the Cloud Accounts menu. However, without connecting an account, you won't have any data visible in OpsNow. To gain insights into cloud-related information, please connect your account first.

AWS accounts

AWS accounts consist of a master account and member accounts. The master account is the one responsible for paying costs within the organization, while member accounts are sub-accounts under the AWS organization.

1. Choose between the master account or member account.

2. Log into the AWS conosole with the account you wish to connect to OpsNow.

3. Once you press the "Add an Account" button, you will be connected to the console. After the stack creation is complete in the console, you can also confirm the account information in the list.

Azure subscriptions

To connect an Azure subscription, you need to know the type of account you want to connect. OpsNow supports the registration of Web Direct and EA (Enterprise Agreement).

For Web Direct registration, you will need the Tenant name, Tenant ID, Application ID, and Client Secret information. After entering this information, you can retrieve subscription details by clicking the 'Get Subscription' button. At this step, you can choose the subscriptions you want OpsNow to query.

For EA registration, the input information and the order are almost the same as Web Direct, but additionally, you will need the Enrollment Number and Primary Key.

You can find more detailed registration instructions through the Step by Step process.

Attention

In OpsNow, you can register Azure subscriptions using a tenant key. Therefore, if you want to manage subscriptions for different organizations but attempt to register subscriptions using the same tenant key, you may end up registering duplicate tenant keys. However, in cases where you attempt to register subscriptions using the same tenant key, previously registered subscriptions will be visible in the list but cannot be selected or registered again.

GCP projects

To connect your GCP project, you will need the BigQuery table (optional) and key file. If you are unsure how to enter this information, click on Step by Step to view a detailed account connection guide and enter the information with a guide.

Attention

If you wish to use cost-related menus, you need to register the name of the BigQuery table containing the billing data for the desired project and the project to which the BigQuery table belongs. Once the BigQuery table is entered, you can subsequently register projects without re-entering the BigQuery table name, and data retrieval will still be possible.

Step 3. Account Connection Status

In the Account Connection Status, you can review the connected account information, account name, connection, and data ingest status. Moreover, especially in the case of AWS, you can check the estimated savings. This savings amount represents the expected amount that can be saved without any risks when utilizing OpsNow's AutoSavings. If you wish to subscribe to AutoSavings, you can proceed with the subscription by clicking the 'Subscribe to AutoSavings' button. After confirming this information, click the Continue button below. If there is an account in an "Error" state, you should go back to the previous step, delete the account in OpsNow, and then attempt to register it again. In the case of AWS, you also need to delete the stack created in the AWS console before retrying.

Step 4. Invite members

If you have completed the account connection, you can now invite members. Invite members to use OpsNow together by inviting them to the same organization. Add their email addresses, specify the member's role, and then click the Send Invite button at the bottom.

Organization & member roles

OpsNow manages user groups at the organization level. An organization serves as a workspace, allowing you to manage cloud cost and resource data at the organizational level within a company. You can separate and manage data for different organizations, inviting users and assigning permissions for each organization. The status, addition, and user management of organizations can be done in the Organizations menu in the settings.

OpsNow allows inviting one user to multiple organizations, and different permissions can be assigned based on the organization. Accordingly, there are 3 roles with different scopes of authority.

Users without affiliation to any organization can occur due to the deletion of organizations. In such cases, users receive a notification of lack of permissions during login, and access to the service is restricted. In the Members menu, you can identify users without organizational affiliation, and once they are assigned to an appropriate organization again, they can start using the service.

Both Members and Admins can view cloud cost and resource data for their affiliated organizations, and the areas that can be managed based on permissions are as follows.

	Owner	Admin	Member	No Affiliation
Profile	View&Edit	View&Edit	View&Edit	View&Edit
Members	View&Edit	X	X	X
Organizations	View&Edit	View&Edit	View	View
Cloud Accounts	View&Edit	View&Edit	X	X
Subscription & Billing	View&Edit	X	X	X
Security	View	View	View	View

You can skip this step and proceed later from the Members menu.