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Using IAM Role (Recommended)

Use this guide to add an AWS account from the Cloudaware Admin panel using an AWS IAM role.

Prerequisites

Before you begin, ensure that:

  • The AWS account allows CloudFormation stack creation.

  • The AWS user performing the setup has administrator or IAM admin permissions.

Setup

Start in Cloudaware

  1. Log in to Cloudaware → Admin.

    AWS Start Guide - using IAM role - admin.png

  2. Find Amazon Web Services. Click + ADD and proceed to the setup form in 3.

    If an AWS account has been added earlier, click CONFIGURED and select the tab ‘Accounts' → +ADD AWS ACCOUNT.

    AWS Start Guide - using IAM role - N configured.png

    AWS Start Guide - using IAM role - add AWS account.png

  3. Fill out the form:

    Screenshot 2026-05-29 at 10.02.38 PM.png


    Account Name: Enter AWS account name
    Authentication Type: Select IAM Role (Recommended)
    Partition: aws (public AWS cloud) or aws-us-gov (public AWS cloud); for AWS China, use Access & Secret Keys
    Generate External ID: copy and save the value as it is required for Cloudaware IAM Role creation in the AWS console

    IAM Role: Select the option for CloudFormation stack creation

    Quick launch
    This option allows you to launch an AWS CloudFormation stack using a pre-generated Cloudaware CloudFormation template.
    Click LAUNCH STACK to be redirected to the AWS Console.

    Manual creation
    This option allows the manual creation of AWS CloudFormation stack.
    Click TEMPLATE to download the Cloudaware CloudFormation template:
    - Download populated with account data: Downloads a template pre-filled with AWS account values, such as S3 bucket names.
    - Download with placeholders: Downloads a template that contains placeholders to be populated manually.

The template JSON file is also available here.

Deploy the stack in AWS

Log in to the AWS Console to continue the configuration.

Quick launch

  1. On the 'Create stack' page, review the template details. The Amazon S3 URL is pre-selected as the template source.

  2. Click Next to proceed to stack parameters.

  3. Specify the stack parameters.

    • Stack name: Enter a descriptive stack name.

    • CloudAware Role ARN: Enter CloudAware.aws.

    • CloudAware Role Name: Enter a descriptive role name, for example, CloudawareRole.

    • External ID: Paste the External ID generated in Cloudaware.

  4. Optional. Configure tags, stack failure options, and additional settings,

  5. Acknowledge IAM resource creation and click Next.

  6. Review the stack settings, then click Submit to create the stack.

  7. After the stack deployment completes, open the stack Outputs tab.

  8. Copy the IAM Role ARN.

Manual creation

Use this option if you downloaded the CloudFormation template and want to create the stack manually.

  1. In AWS Console, navigate to CloudFormation.

  2. Click Create stackWith new resources (standard).

  3. In Specify template, choose Upload a template file and upload CloudFormation template downloaded from Cloudaware.

  4. Click Next to proceed to stack parameters.

  5. Specify the stack parameters.

    • Stack name: Enter a descriptive stack name.

    • CloudAware Role ARN: Enter CloudAware.aws.

    • CloudAware Role Name: Enter a descriptive role name, for example, CloudawareRole.

    • External ID: Paste the External ID generated in Cloudaware.

  6. Optional. Configure tags, stack failure options, and additional settings.

  7. Acknowledge IAM resource creation and click Next.

  8. Review the stack settings, then click Submit to create the stack.

  9. After the stack deployment completes, open the stack Outputs tab.

  10. Copy the IAM Role ARN.

Save the IAM Role ARN in Cloudaware

Return to the setup form in Cloudaware:  

  1. Paste the IAM Role ARN into the form.

  2. Click CHECK to validate the credentials.

AWS Start Guide - using IAM role - integration form - final check.png

After validation succeeds, click SAVE.

Allow some time for Cloudaware to collect AWS data.

Verify AWS data collection

Cloudaware collects AWS inventory based on the permissions granted to the IAM role. Data appears gradually as the collection completes.

Check AWS account status

  1. In Cloudaware, select Admin → Amazon Web Services → Configured.

  2. Locate the account in the list.

  3. Check the status:

    • A green light indicates successful configuration.

    • If the light is red, re-check the IAM role and policies. Contact support@cloudaware.com if the issue persists.

Check discovered AWS resources in CMDB

In Cloudaware, open CMDB Navigator → Home. In the left menu, select AMAZON WEB SERVICES to browse discovered AWS resources.

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