AWS Getting Started Guide

aws_getting_started_diagram

The Aviatrix Controller is a management and control plane or a single pane of glass that enables you to manage and support a single or multi-cloud network architecture. You can deploy an Aviatrix Controller through any of the four major CSP (Cloud Service Provider) marketplaces:

  • AWS (Amazon Web Services)
  • Microsoft Azure
  • GCP (Google Cloud Platform)
  • OCI (Oracle Cloud Infrastructure)

Aviatrix recommends Controller deployment on AWS or Azure, as these CSPs enable you to set up HA (High Availability) for resiliency. This document shows you how to set up and launch an Aviatrix Controller through the AWS Marketplace.

Tip

The Aviatrix Controller enables you to design and manage your single or multi-cloud network architecture.

Aviatrix CoPilot provides a global view of your multi-cloud network. CoPilot includes features like FlowIQ to analyze global network traffic and ThreatIQ to monitor for potential malicious activity. You can deploy and configure CoPilot after launching the Controller.

Note

If you are familiar with Terraform, it is possible to deploy a Controller by using Terraform modules. Please see the Aviatrix Terraform Modules on GitHub.

Prerequisites

Before launching a Controller from your AWS account, complete the following prerequisites:

Setting up a Dedicated VPC

To organize and segment resources more easily, set up a dedicated VPC for your Controller. You can use an existing VPC or create a new one, depending on your organization’s resources and needs.

Choosing to Use an Existing VPC vs. Creating a New VPC

  Using an Existing VPC Creating a New VPC
Cost Equal Equal unless your organization’s policy is to create a dedicated AWS account for each new VPC
Network performance Equal Equal
Simplicity and resiliency Maintaining a VPC with resources many different requirements may be more difficult Improved fault isolation in Day 2 operations, as it is less likely that changing components in the same location will harm the control plane’s connectivity

If you choose to use an existing VPC, make sure it uses the settings specified below in the “Creating a New VPC” section.

Creating a New VPC

  1. Log into your AWS account, preferably an Infrastructure OU – Networking or Shared Services account.
  2. If you have decided to launch a new VPC, go to VPC > Create VPC. Make sure this new VPC has the following settings:

Region – Before configuring any settings, click on the dropdown menu in the top right and select the region in which to locate this VPC.

In the example below, the current region is Oregon.

choose_vpc_region

Setting Value
Resources to create Select the VPC and more radio button.
Name tag Enter a clear and recognizable name (such as “aviatrix-mgt” or “aviatrix-management”).
IPv4 CIDR block Enter the IPv4 CDIR block for the Controller VPC. The minimum is /24; the maximum is /16. A best practice is to use RFC1918 ranges.
IPv6 CDIR block No IPv6 CIDR block
Tenancy Default
Number of Availability Zones (AZs)

Select 1 if you choose not to configure HA. One Availability Zone offers a simpler deployment but no resiliency.

Select 2 if you require Controller resiliency through HA.

Number of public subnets Services - Migration

Select 1 if you choose not to configure HA.

Select 2 if you choose to configure HA (make sure you have also selected two Availability Zones).

Number of private subnets 0
NAT gateways ($) None
VPC endpoints None
DNS options Leave these settings at their defaults (both checkboxes marked).
  1. Click Create VPC. See the screenshot below to confirm your settings. This example VPC uses two Availability Zones and two public subnets to enable HA.

create_vpc_settings

Saving the Management CIDR Range

Find and save the CIDR range for the device of the main Controller user. Note that this IP address is different than the IP for the VPC itself, which you configured when you launched the VPC.

Note

To find a device’s IP address and determine this CIDR range, search for “what is my IP” on the browser’s search engine. You can also check icanhazip.com or ifconfig.io.

Tip

Optional steps (not required for deployment):

Prerequisite Checklist

Make sure you have completed these prerequisites before launching your Controller:

  • Launched a dedicated VPC with settings listed above
  • Saved the CIDR range for the main user of the Controller
  • Reviewed the optional steps above (creating an S3 bucket and an Application Load Balancer) and completed them if needed for your configuration

Launching the Controller

After completing the Prerequisite Checklist above, you can set up and launch your Aviatrix Controller.

Subscribing to the Metered Aviatrix AMI (Amazon Machine Image)

An Amazon Machine Image (AMI) contains the information required to launch an instance. Your Aviatrix Controller will be listed as an instance, or EC2 (Elastic Cloud Compute), on your AWS account.

Note

For current pricing information for each AMI, please see each AMI subscription’s page in the AWS Marketplace.

To launch your Controller, subscribe to the correct Aviatrix AMI from the AWS Marketplace.

  1. Log into the AWS Marketplace. Enter “Aviatrix” in the search bar under Search AWS Marketplace products. Several options appear:

aws_marketplace_options

License Description
Aviatrix CoPilot

License for Aviatrix CoPilot only, a separate product that provides a global view of your multi-cloud network. This subscription offers a 64-bit (x86) architecture.

Note

See the Aviatrix CoPilot (ARM) license below for a different CoPilot option.

Aviatrix Secure Networking Platform BYOL (Bring Your Own License) This license offers the Aviatrix Controller and CoPilot image only. It requires a separate licensing agreement directly with Aviatrix.
Aviatrix CoPilot (ARM) License for Aviatrix CoPilot only, a separate product that provides a global view of your multi-cloud network. This subscription offers a a 64-bit ARM architecture.
Aviatrix Secure Networking Platform - Enterprise Subscription An all-in-one license that allows unlimited deployment. Charged at an hourly rate unless there is a private offer to adjust pricing with Aviatrix separately.
Aviatrix Professional Services - Custom This license offers an automated and streamlined process with the help of the Aviatrix Professional Services Architect (PSA) team. Contact the Professional Services team for more information.
Aviatrix Secure Networking Platform Metered 2208-Universal 24x7 Support

With this licensing option, the AWS Marketplace receives usage data from your Controller and charges based on consumption of Aviatrix functionality as described within the offer.

Make sure to subscribe to the correct metered offer, which has “2208” in the name.

Aviatrix Professional Services - Migration Select this option to have the Advanced Services team manage your migration from an AWS Transit Gateway to an Aviatrix secure cloud network infrastructure. Contact the Professional Services team for more information.
  1. Select the Aviatrix Secure Networking Platform Metered 2208-Universal 24x7 Support option. On the subscription’s page, click Continue to Subscribe. Subscribing means that you can begin deploying the software in later steps using the CloudFormation template.
  2. On the next page, click Subscribe again to confirm. Then, click Set up Your Account.
  3. Under Aviatrix Metered Controller Subscription, enter your email address in the Email field and click Verify Email.
  4. Open the email you receive from admin@aviatrix.io, copy the six-digit verification code, and enter it in the Verification Code field. Then, click Submit Form.
  5. You receive a new email from admin@aviatrix.io with the subject line “License key for Aviatrix Metered Controller and Copilot.” This email contains your Controller customer ID, Copilot customer ID, and offer subscription ID. Save these values in a secure place to use later for onboarding.

Activating the Metered AMI through the BYOL (Bring Your Own License) Offer

After subscribing to the Aviatrix Secure Networking Platform Metered 2208-Universal 24x7 Support subscription, click on the link in the email you received to open the Aviatrix Secure Network Platform (BYOL) offer. On the offer’s page, click Continue to Subscribe.

Note

The BYOL or Bring Your Own License offer is required to activate the metered license you subscribed to above. You will only be billed for the metered subscription.

Next, use a CloudFormation template to launch your Controller.

Launching the Controller with CloudFormation

A CloudFormation template provides a layer of abstraction that makes the configuration process simpler and easier by automating many of the minor steps. Use Aviatrix’s CloudFormation template to launch your Controller.

  1. Select this link to open the correct CloudFormation template.
  2. On the CloudFormation page, click on the dropdown menu in the top right corner and select the region in which you want to deploy the Controller.

location_for_cloudformation

Warning

Make sure to choose the correct region before launching the Controller instance (see the “Setting up a Dedicated VPC” prerequisite above). After launching a Controller instance, you can only change that instance’s region by stopping that Controller and re-deploying a new one.

  1. Use the options on the CloudFormation template to set up your Controller.
  • Step 1: Create Stack – Leave the settings on this page at their defaults. Click Next.
  • Step 2: Specify stack details
Setting Value
Stack name Enter a clear and recognizable name, such as “AviatrixController.”
Which VPC should the Aviatrix Controller be deployed in? Select the dedicated VPC you created for the Aviatrix Controller. Please see the Prerequisite section.
Which public subnet in the VPC? Select a public subnet in the VPC. Make sure this subnet is public (it has “public” in the name).
IPv4 address(es) to include Enter the IP address for the main user or operator of the Aviatrix Controller. You can enter a CIDR block, but you must add /32 to limit the Controller’s access.
Select Controller size Leave the size at the default, t3.large.
IAM role creation
  • If this is the first time you have attempted to launch the Controller, leave this setting at New.
  • If this is the second or later attempt, click on the dropdown menu and select aviatrix0role-ec2.

Note

The Aviatrix Controller must be launched on a public subnet.

  • If this your first time launching an Aviatrix Controller, select the default setting New for IAM Role Creation.
  • If an Aviatrix IAM role has been created before, select aviatrix-role-ec2 for IAM Role Creation.
  • Step 3: Configure stack options – Leave the settings on this page at their defaults and click Next.
  • Step 4: Review *Stack_Name* – Review the settings to make sure they are correct. Mark the I acknowledge that AWS CloudFormation might create IAM resources with custom names checkbox at the bottom of the page and click Create stack.

After configuring the stack options, at the bottom of the Review *Stack_Name* page, click Create.

Saving the Public and Private IP Address

When the stack creation completes, its status changes to CREATE_COMPLETE.

  1. Select the new Controller instance on the Aviatrix Controller instance’s Stacks page.
  2. Select the Outputs tab.
  3. Save the values for the Account ID, Elastic IP (EIP) address, and Private IP addresses listed on the Outputs tab. You will need to use these later to onboard the primary access account for AWS in your Controller.

cloudformation_outputs_tab

Note

You might have to refresh your browser window and/or AWS account to see your Stack displayed with an updated status.

Note

If you experience a rollback error and cannot successfully launch the stack, please see the Troubleshooting section at the end of this document.

Setting up the New Instance in AWS

  1. In the rare situation in which you deployed CoPilot before deploying this Controller, add Aviatrix CoPilot’s IP address to the Controller’s security group.
  2. Verify that your own device’s public IP address is listed as one of the Controller’s security group rules. This step ensures that you can open the deployed Controller successfully.

Note

To find your device’s IP address, you can search for “what is my IP” on your browser’s search engine. You can also check icanhazip.com or ifconfig.io.

Add IP Addresses to the Controller’s Security Group Rules

  1. Navigate to your AWS account > EC2 > your Controller’s instance > Security tab.
  2. Scroll down and select the name of the Security group on the left side of the page.
  3. On the security group’s page, click Edit inbound security rules on the right.
  4. On the Edit inbound rules page, click Add New and enter the following information:
Setting Value
Type HTTPS
Port range Leave at 0
Source Custom
Address Enter the CoPilot’s IP address followed by the CIDR block (/32 in the example screenshot).
Description (optional) Aviatrix CoPilot Public IP address
  1. Click Save rules.
  2. Repeat the previous steps to add your own device’s Public IP address to the security group rules:
Setting Value
Type HTTPS
Port range Leave at 0
Source Custom
Address Enter your device’s public IP address followed by the CIDR block: for example, 44.257.233.220/32.
Description (optional) To better remember which IP address this is later, you can enter the name of your device here and “public IP address.”

Note

If your IP address changes based on device or location, make sure to add those IP addresses to the Security group rules. Make sure this list contains only verified, secure IP addresses listed to limit access to your Controller.

Note

Later, when you launch gateways from your Controller, each gateway creates a new Security group. You will need to add your device’s IP address to each new gateway’s Security group.

  1. Return to your instance’s page. If you have not already done so, save the Public IPv4 and Private IPv4 for your Controller.

save_ip_addresses

Onboarding your AWS account in your Aviatrix Controller

After launching your Controller instance in AWS, you can log in and initialize your account.

Log In and Initialize

  1. To log into your Controller, navigate to your AWS account > EC2 > your Controller instance. Select the open address |open_icon| icon next to your Controller’s Public IP address near the top of the page.

Note

If you cannot open this Public IP address, make sure your device’s IP address is listed in the Controller instance’s inbound security rules.

  1. If a “Your connection is not private” warning appears, click Advanced > Proceed to *your_Controller’s_Public_IP_Address*.
  2. The Controller login page opens. Enter:
  • Username – admin
  • Password – Your Controller’s private IP address. This address is listed in the top right of the Controller instance’s page in AWS.
  1. Enter your email address. This email will be used for alerts as well as password recovery if needed.
  2. When prompted, change your password. Make sure this password is secure. If the (Optional) Proxy Configuration message appears, click Skip.
  3. Click Run. The Controller upgrades itself to the latest software version. Wait for a few minutes for the process to finish.

Tip

The Controller upgrade takes about 3-5 minutes. When the upgrade is complete, you can log in. Use the username “admin” and your new password to log in.

Onboard your Access Account

After logging in and initializing, onboard your AWS account in your Controller.

  1. In your Controller, navigate to Onboarding in the left sidebar. Click on the AWS icon.

click_aws_icon

  1. Enter your AWS account’s Account ID. To find this Account ID, open your AWS account and click on the dropdown menu in the top right corner. Select Account. Your Account ID is listed at the top of the page under Account Settings.
  2. Mark the Use IAM Roles checkbox.

Note

If you leave this checkbox unmarked, use ARN values to set up user roles. ARN values are only required if you are onboarding an account that is separate from the one from which you deployed the Controller.

  1. Click Create.

5. Your AWS account is now onboarded. To verify your email address, open Settings > Controller. Enter the verification code sent to your email address. You can now use advanced settings to configure your IAM roles, launch gateways, and build a single- or multi-cloud network architecture.

Tip

To launch Aviatrix CoPilot, please see the CoPilot Deployment Guide. Note that CoPilot requires a separate license from the AWS Marketplace.

Note

You need to deploy a separate Controller to use AWS China. Please see this document.

Troubleshooting if the Stack Creation Fails

If your stack creation fails to launch your Controller instance in AWS, check the following settings:

  • Subscribing to the AMI first – Make sure you subscribed to the Metered Controller license from the AWS Marketplace before launching the CloudFormation template.
  • IAM roles – If this attempt was the first time you tried to launch your Controller, make sure the value is set to New. In later attempts, click on the dropdown menu and select aviatrix-role-2.
  • CIDR block – When you enter the primary user’s IP address, make sure the address includes /32 to ensure that only this user can access the Controller (for now). You can add more users later by:
    • Creating new user accounts in the Controller. See this document for more information about new users and permissions.
    • Through OpenVPN using Single Sign On (SSO).