Onboard Accounts & Sources

This playbook describes how to onboard new cloud accounts, environments, or monitoring sources into Unified Monitoring.

Prerequisites

• Access to configure cloud integrations and Breeze Agent deployments.
• Agreement on tagging standards for accounts, projects, and resources.

Procedure

1. Connect the account to Cloudaware

   • For AWS, Azure, or GCP, follow the respective guide in Integrations.
   • Verify that resources from the new account appear in CMDB with expected tags.

2. Deploy Breeze Agent (if applicable)

   • Install Breeze Agent on hosts in the new account or environment.
   • Confirm that agents report healthy and hosts appear as CIs.

3. Configure monitoring integrations

   • Ensure cloud‑native metrics (CloudWatch, Azure Monitor, GCP Monitoring) are accessible; see Monitoring Integrations.
   • Add or update relevant monitoring integrations (for example, Zabbix, Pingdom, Datadog).

4. Validate data health

   • Use Data Health to confirm metrics and events are arriving.
   • Check that key applications and services show up in dashboards.

5. Add policies and dashboards

   • Reuse existing dashboard templates where possible.
   • Create service dashboards and alert policies for critical workloads.

6. Review and hand‑off

   • Walk through dashboards and alerts with the owning team.
   • Document any environment‑specific caveats or limitations.