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Setting Up on C4C

In this section of the User Guide, we walk you through the registration process on our platform, utilizing credentials obtained from providers, and performing essential tasks. By following the step-by-step instructions provided, you can successfully register, complete onboarding procedures, and efficiently navigate and utilize our platform.

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Depending on your role within our system, the processes you access will vary. The system supports four roles: Admin, Developer, FinOps Manager, and Read Only Manager. Please note that each role may have different login and participation requirements.

1. Sign Up Cross4Cloud​

To begin using our console, you first need to have an account on our system. You can learn how to register on our system by following the steps below. Skip these steps if you are already registered.

  1. As a first step, visit our console.
  2. Click Sign Up button at the bottom of the panel.
  3. On the page that opens, enter the required information (First name, Last Name, Tenant Name etc.).
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The Tenant name must be between 3 and 63 characters, should not contain spaces.Tenant name can only contain lowercase letters and numbers. Please ensure your input complies with these requirements.

  1. After entering this information, click on the Next button.

After completing these steps, follow the instructions in the email sent to you to activate your account. Do not forgot the check your spam/junk folder.

By following these steps, you will complete the account creation to start using our console. If you encounter any issues, please checkout our Troubleshooting Guide.

2. Log In Cross4Cloud​

After confirming your account, go to our console and log in to your Cross4Cloud account using the email and password you registered with earlier.

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If you are invited as a Developer, FinOps Manager, or Read Only Manager you must log in using the password provided in the invitation email.

Upon successfully logging into your account, your onboarding process officially begins.

3. Onboarding​

CRITICAL STEP

After logging in to your Cross4Cloud account, the onboarding process will vary based on your role within the system. Depending on the role you are using to log in or have been invited to, you should continue reviewing the guide accordingly and please do not forget to navigate relevant role part in above steps.

After logging into your Cross4Cloud account, you will be directed to the dashboard. On this screen, you can view your current plan, explore our services, and navigate to the purchase page for any service you wish to acquire. For admin users, the onboarding process generally consists of three stages.

- Payment​

  1. After deciding on the service you want to purchase, click the >More Details button under the relevant service card. This will direct you to the page where various payment plans for the selected service are available.

  2. After selecting the plan that covers the features you need, click on the Select button below. This opens a pop-up that displays the monthly or annual fees.

  3. After selecting your desired plan by clicking the check button next to it, click the Next button.

  4. After clicking Next, you'll be directed to the payment page where you can choose your preferred payment method. Once you've entered the necessary payment details, simply click Pay Now to complete the transaction.

    tip

    After a successful transaction, click the Home button underneath the message on the screen to return to the dashboard.

Once you have successfully made the payment for the relevant service, you can proceed to purchase additional services by following the same steps.

- AccountID Configuration​

After purchasing the desired services, you will need to enter your account IDs, dataset names, etc., for the providers you will use with these services. You only need to perform this process once. To do this:

  • Click on the add account ID button below each service card on dashboard or click on the link here.

For Amazon Web Services, you need to add your Account ID to the system. To find your AWS account ID:

  1. After logged in to your AWS account, in the navigation bar on the upper right, choose your account name or number and then choose Security credentials.
  2. Under the Account details section, the account number appears next to AWS account ID.

- Service Configuration​

After adding your Account ID, you'll need to complete the Service Configuration process to use the selected service. This process is generally the same for each service and involves entering credentials and setting up the necessary resources.

  1. To access the Service Configuration screen for the desired service, if you haven't configured any services before, you can navigate there from the Dashboard. However, if you have previously configured another service;
    • Click on your account avatar located at the top right, and select My Account from the drop-down menu.
    • Click on Service Configuration from the sidebar on the left, and then click on Service Configuration tab at the top of the page to navigate to that tab.
  2. Once you access the Service Configuration page, click the Configure Service button under the desired service card. This
  3. This will direct you to a page where you will enter the credentials obtained from the Getting Credentials pages.

Once you have completed these steps, you can proceed with the setup by entering your credentials for the desired provider.

- Onboarding​

Since the onboarding process varies for each of our services, please navigate to the tab for the service you are setting up and follow the instructions provided under that section.

  1. Select the provider for which you want to create a bucket on the configuration page, and click Plus (+) button.

  2. At this stage, you need to enter the credentials you previously processed and saved from the providers into the respective fields. For more detailed information, you can review the sections below based on the provider you have chosen.

    • AWS​

      To integrate the AWS provider into our system, you'll need to use the two credentials you obtained and saved during the Getting Credentials stage. Enter the Access Key and Secret Access Key in the designated fields on the console, then click the Next button.

    • GCP​

      On Google Cloud Provider you should upload your credential file that you obtained at Getting Credentials section. After uploading the credential file click Next button.

    • Azure​

      For Microsoft Azure, enter the credentials obtained for integrating the Microsoft Azure provider into our system on our console.

      info

      The Client ID information should be filled with the Application (client) ID obtained from the Azure provider, the Client Secret information with the Value, the Tenant ID information with the Directory (tenant) ID, and finally, the Subscription ID information should be filled with the Subscription ID.

  3. After entering the necessary credentials, when you click the Next button, you will be presented with two options. You can either create a new bucket or select an existing one.

New Bucket Creation

  1. Select the 'Create a new bucket in ...' option and then click Next button.

  2. You should assign a name to your bucket and choose the location from the list where you want your bucket to be.

    warning

    Your bucket name must be unique and can only contain lowercase letters and numbers.

    tip

    Selecting a region close to your location can provide faster and more cost-effective services.

  3. After specifying the name and region, click the Next button.

  4. In this section, there are two configuration settings for your bucket. You can enable or disable these options as you prefer. After select your bucket configuration prefers, click the Next button.

  5. After clicking the Next button, your bucket creation process should have started. This process may take some time, so please be patient and don't forget to monitor the progress on the screen.

Once the bucket creation process is complete, click the 'Next' button again to either add more providers or start using Cross4Cloud, as you prefer.

Selecting Existed Bucket

  1. Select the 'I have a bucket on ...' option and then click the Next button. In the opened section, you can view the active bucket list in your account and select the desired bucket.

  2. Select the bucket you want to add to our system and click the Next button.

  3. In the bucket configuration section, you will find two settings that we have provided. You can enable or disable these options as you prefer.

  4. After clicking the Next button, your process should have started. This process may take some time, so please be patient and don't forget to monitor the progress on the screen.

After completing the above steps, you should be fully set up to start using Cross4Cloud. If you encounter any issues, please refer to our troubleshooting guide.