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75 changes: 75 additions & 0 deletions administration/cloud_capture/getting_started.md
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---
title: "Getting started with Cloud Capture"
sidebarTitle: "Getting started"
description: "Learn how to configure Cloud Capture for your organization"
tag: "BETA"
---

<Warning>
Cloud Capture is still in active development. Its capabilities and configuration format may change, and onboarding is done together with Kosli's Customer Success team.
</Warning>

Cloud Capture is a managed service that runs on Kosli's infrastructure and connects to your cloud platform to observe the resources deployed there. To get set up with Cloud Capture you need to grant permissions to Kosli's cloud account and enable Cloud Capture within your Kosli org.

## Overview

Getting started with Cloud Capture involves two steps.

<Steps>
<Step title="Prepare your environment">
Create an IAM role in your cloud accounts specifically for Cloud Capture.

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Improvement — this <Steps> block sits above the <Tabs>, so it is the summary for both clouds, but "Create an IAM role" is AWS-only and is contradicted by line 58 in the GCP tab: there the reader creates a service account and a workload identity pool, and there is no role for them to create in their project.

A GCP reader's very first instruction on this page is therefore for a resource that does not exist on their platform.

Suggested change
Create an IAM role in your cloud accounts specifically for Cloud Capture.
Grant Cloud Capture read-only access to your cloud accounts — an IAM role on AWS, or a service account reached through workload identity federation on GCP.

Fix this →

</Step>
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gsavage marked this conversation as resolved.
Comment on lines +19 to +21

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Improvement — this <Steps> block sits above the <Tabs>, so it is the summary for both clouds, but "Create an IAM role" is AWS-only and is contradicted by line 58 in the GCP tab: there the reader creates a service account and a workload identity pool, and there is no role for them to create in their project.

A GCP reader's very first instruction on this page is therefore for a resource that does not exist on their platform.

Suggested change
<Step title="Prepare your environment">
Create an IAM role in your cloud accounts specifically for Kosli Capture.
</Step>
<Step>
Grant Kosli Capture read-only access to your cloud accounts — an IAM role on AWS, or a service account reached through workload identity federation on GCP.
</Step>

Fix this →

<Step title="Enable Cloud Capture">
Enable Cloud Capture for your Kosli org, and the regular snapshots will appear in Kosli.
</Step>
</Steps>

<Tabs>
<Tab title="AWS">

### Prepare your environment

In order for Cloud Capture to reach into your AWS cloud, to discover your ECS clusters and Lambdas, you need to grant permission to Kosli to do so. This requires the creation of an IAM role that Kosli can assume; the role will exist within your AWS account.

To simplify this process, Kosli has created a CloudFormation template that contains a role with the minimum set of permissions needed by Cloud Capture. The role can be assumed by Kosli and is protected by an external Id; each organization within Kosli has its own external Id. The CloudFormation template can be downloaded from the Settings page for your organization within the Kosli UI.

If you would rather create the role yourself, see [Cloud Capture Security](/administration/cloud_capture/security) for the trust policy and the full set of permissions the role needs.

The CloudFormation template can be deployed within an AWS account, or can be attached to an AWS Organizational Unit (OU) as a StackSet; this latter option ensures the correct IAM permissions are rolled out to all AWS accounts within the OU.

When used, the CloudFormation template will send your AWS account id to Kosli, so that we are automatically notified that your account is ready to be included in Cloud Capture. Similarly, if you delete the CloudFormation stack we will be notified and know that the account is no longer to be included.

### Enable Cloud Capture

When you have created the IAM role, using the CloudFormation template, you can activate Cloud Capture within the Kosli user-interface. Cloud Capture runs on a five-minute schedule, and once you have enabled it, Cloud Capture will pick up your environment the next time it runs - you should see environments and snapshots appearing within a few minutes.

### Excluding resources

If there are resources you do not wish to include within a Cloud Capture snapshot, for example an ECS cluster that you consider to be out of scope, you can add a tag to it indicating that the item should be skipped. Adding a tag with the name `kosli.capture` and the value `false` will ensure that Cloud Capture skips over that resource.
</Tab>
<Tab title="GCP">

<Warning>
GCP support is coming soon
</Warning>

### Prepare your environment

In order for Cloud Capture to reach into your GCP project, to discover your Kubernetes clusters, you need to grant permission to Kosli to do so. This requires a service account in your project that Cloud Capture can impersonate through workload identity federation; the service account, and the workload identity pool that guards it, exist within your own project.

To simplify this process, Kosli has created a Terraform configuration that creates that service account, a custom role holding the minimum set of permissions needed by Cloud Capture, and a workload identity pool that accepts only the Kosli-side role created for your organization. The Terraform can be downloaded from the Settings page for your organization within the Kosli UI.

If you would rather create the role yourself, see [Cloud Capture Security](/administration/cloud_capture/security) for the trust policy and the full set of permissions the role needs.

GCP has no equivalent of the CloudFormation "phone-home" feature, so the Terraform configuration emits the two values Kosli needs — the workload identity provider and the service account email — as outputs. Share them with Kosli once the deployment completes; you can read them at any time with `gcloud infra-manager deployments describe`. See [Cloud Capture Security](/administration/cloud_capture/security) for the deployment command.

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Suggestion — both links in this tab (line 62 and here) point at the bare page URL, but they send the reader to two different places: line 62 wants the trust model and permission list, and this one wants the deployment command. security.md:308 already has a ### Deploying with Infrastructure Manager heading, so the second link can land on it directly rather than dropping the reader at the top of a 350-line page they then have to scroll.

Suggested change
GCP has no equivalent of the CloudFormation "phone-home" feature, so the Terraform configuration emits the two values Kosli needs — the workload identity provider and the service account email — as outputs. Share them with Kosli once the deployment completes; you can read them at any time with `gcloud infra-manager deployments describe`. See [Cloud Capture Security](/administration/cloud_capture/security) for the deployment command.
GCP has no equivalent of the CloudFormation "phone-home" feature, so the Terraform configuration emits the two values Kosli needs — the workload identity provider and the service account email — as outputs. Share them with Kosli once the deployment completes; you can read them at any time with `gcloud infra-manager deployments describe`. See [Cloud Capture Security](/administration/cloud_capture/security#deploying-with-infrastructure-manager) for the deployment command.

Fix this →


### Enable Cloud Capture

When you have created the role and added the account details to Kosli, you can activate Cloud Capture within the Kosli user-interface. Cloud Capture runs on a five-minute schedule, and once you have enabled it, Cloud Capture will pick up your environment the next time it runs - you should see environments and snapshots appearing within a few minutes.

### Excluding resources

Support for excluding resources is coming soon.
</Tab>
</Tabs>

59 changes: 59 additions & 0 deletions administration/cloud_capture/overview.md
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---
title: "Cloud Capture"
sidebarTitle: "Cloud Capture"
description: "Learn how Cloud Capture, a managed service, snapshots your cloud environments from Kosli's infrastructure, with no software to install."
tag: "BETA"
---

<Warning>
Cloud Capture is still in active development. Its capabilities and configuration format may change, and onboarding is done together with Kosli's Customer Success team.
</Warning>

Cloud Capture is a managed service that runs on Kosli's infrastructure and connects to your cloud platform to observe the resources deployed there. You grant Cloud Capture a set of permissions, and it uses them to run a `kosli snapshot` every few minutes against the infrastructure you have allowed it to scan.

Kosli also supports reporting from your own cloud accounts by running the Kosli CLI on a schedule. Cloud Capture inverts this, with Kosli running the regular [snapshots](/getting_started/environments) so there is no software for you to install.

To set it up for your organization, see [Getting started with Cloud Capture](/administration/cloud_capture/getting_started).

## Overview

Cloud Capture connects to your cloud accounts using permissions that you manage. You configure Cloud Capture by activating it for different services, and Cloud Capture uses the permissions to regularly reach into your estate and record snapshots, sending the data into your Kosli organization. Cloud Capture uses details about your infrastructure, such as the name of an ECS cluster, to build environments within Kosli.

<Frame>
<img src="/images/administration/cloud-capture-overview.png" alt="Diagram showing Cloud Capture, inside Kosli, sending queries to and receiving snapshots from three customer cloud accounts, then passing the data to the Kosli API and database" />
</Frame>

## Security

The security of your cloud infrastructure is the primary driver behind the internal architecture of
Cloud Capture. You grant a read-only IAM role in your account, protected by an external ID that acts
as a shared secret between Kosli and you. On Kosli's side, each Cloud Capture job runs under a role
scoped to your organization alone, so a worker running for another customer cannot reach your cloud
account. Cloud Capture holds no customer data; snapshots go straight to Kosli through the same ingest
path as your existing pipelines. See [Cloud Capture Security](/administration/cloud_capture/security)
for the isolation model and the full list of permissions.

## Hands-off operation

Comment thread
gsavage marked this conversation as resolved.
Cloud Capture has been designed to operate with no on-going support from you. Once the initial security permissions have been created, Cloud Capture will continue to operate in a headless mode. As your cloud infrastructure changes over time, Cloud Capture will continue to find resources without you needing to do anything; your application teams do not need to take any action in order to onboard their products and services into Kosli.

## Finding resources

Cloud Capture finds all supported resources within your AWS accounts, and determines which Kosli environment should hold the snapshots. Cloud Capture will create physical environments for you inside Kosli.

Cloud Capture can [filter out resources based on AWS tags](/administration/cloud_capture/getting_started#excluding-resources).

As your cloud environment evolves, such as the addition of new AWS ECS clusters or the retirement of existing Lambdas, Cloud Capture automatically detects the changes. Because Cloud Capture creates physical environments as needed, when your infrastructure changes, Kosli will keep up. No changes to the configuration created during the initial setup are required.

## Multiple AWS accounts

Cloud Capture can operate across multiple AWS regions and accounts, allowing you to snapshot development, QA, pre-production, and production workloads with the same process.

## Operation

When Cloud Capture runs against one of your cloud accounts, it starts by gaining temporary credentials for the role you have created. It then uses these credentials to find resources to snapshot, such as finding all of your AWS ECS clusters. For each resource it identifies, Cloud Capture generates a snapshot within Kosli.

<Frame>
<img src="/images/administration/cloud-capture-4-steps.png" alt="Diagram of the four steps Cloud Capture follows in a customer AWS account: assume the IAM role using the external ID, receive temporary STS credentials, find the ECS clusters, then snapshot the clusters" />
</Frame>

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