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# Onboarding

Onboarding is a guided starting point for getting data into Coralogix. Rather than searching the integrations catalog for the right entry, you select one of two routes on a single screen: connect a cloud provider account, or deploy an OpenTelemetry collector on infrastructure you run yourself.

Open it from **Integrations**, then **Onboarding**.

Onboarding is a screen inside Coralogix. If you would rather have written setup instructions tailored to your environment, operating system, language, and collector, answer the five questions in [Get started with Coralogix](https://coralogix.com/docs/user-guides/getting-started.md) instead.

Note

The AWS account connection is in Preview. Azure and Google Cloud accounts cannot be connected yet, so both clouds are set up one service at a time.

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## What you need[​](#what-you-need "Direct link to What you need")

* The `INTEGRATIONS:READCONFIG` permission to open Onboarding and its provider screens.
* The `INTEGRATIONS:DEPLOY` permission to connect a cloud account or deploy monitoring.
* To connect an AWS account, an AWS account with permission to create a CloudFormation stack.

See the [permissions list](https://coralogix.com/docs/user-guides/aaa/access-control/permissions/permissions-list.md) for the roles each key belongs to.

## Select a route [​](#select-a-route- "Direct link to select-a-route-")

### Connect a cloud account[​](#connect-a-cloud-account "Direct link to Connect a cloud account")

Use this for your cloud provider's managed services and resources.

| Provider         | What it collects                                                    |
| ---------------- | ------------------------------------------------------------------- |
| **AWS**          | Metrics, logs, and resource metadata from your AWS account          |
| **Azure**        | Metrics, logs, and resource metadata from your Azure subscription   |
| **Google Cloud** | Metrics, logs, and resource metadata from your Google Cloud project |

Each provider opens its own setup screen inside Onboarding.

### Deploy an OpenTelemetry collector[​](#deploy-an-opentelemetry-collector "Direct link to Deploy an OpenTelemetry collector")

Use this for your own applications, containers, and hosts. The collector instruments your services automatically, without changes to your code.

| Card                      | What it does                                                  |
| ------------------------- | ------------------------------------------------------------- |
| **Kubernetes**            | Install the collector in your cluster with Helm               |
| **Linux or Windows host** | Install the collector directly on a server or virtual machine |
| **Amazon ECS**            | Deploy the collector to your ECS cluster                      |

All three open the matching integration in the catalog, carrying a link back to Onboarding. See [Return to Onboarding](#return-to-onboarding).

## Set up AWS [​](#set-up-aws- "Direct link to set-up-aws-")

There are two ways to send AWS data to Coralogix: connect the whole account once, or set up one service at a time.

### Connect your AWS account[​](#connect-your-aws-account "Direct link to Connect your AWS account")

Connect the account once, and Coralogix finds your resources so you select which services, regions, and metrics to collect rather than configuring each one by hand.

Before connecting, select how Coralogix provisions the AWS resources it needs.

| Provisioning mode | What it means                                                                                                          |
| ----------------- | ---------------------------------------------------------------------------------------------------------------------- |
| **Automatic**     | Coralogix creates and updates the AWS resources it needs whenever your configuration changes.                          |
| **Manual**        | You create the AWS resources yourself with Terraform, and apply your Terraform again after every configuration change. |

1

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Start the connection

Select a provisioning mode, then select **Connect**.

2

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Create the CloudFormation stack

Select **Open AWS console**. The console opens with the stack already filled in. Select **Create stack** there, then return to Coralogix and select **I've created the stack**.

The stack creates the IAM role Coralogix uses to read your AWS resources.

3

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.

Enter your account details

Copy these from the stack you just created: **Account name**, **Role ARN**, an optional **External ID** for cross-account access, and the **Resource Explorer aggregator region**.

4

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Create the account

Select **Create account**.

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Resource discovery starts after the account is connected, and can take time. You review what was found, and deploy monitoring per service and region, on the [Cloud Accounts](https://coralogix.com/docs/integrations/aws/cloud-accounts.md) page.

### What the account connection covers[​](#what-the-account-connection-covers "Direct link to What the account connection covers")

The connection does not collect everything in your AWS account. The AWS screen states its current scope, so you know what still needs setting up by hand.

| Included in this connection   | Detail                                                                  |
| ----------------------------- | ----------------------------------------------------------------------- |
| CloudWatch metrics: optimized | Up to 10 minutes delay, cost-optimized.                                 |
| CloudWatch metrics: fast      | No delay, real-time data. Streamed through Metric Streams and Firehose. |
| Cloud resource metadata       | A live inventory in Infrastructure Explorer.                            |

| Not included yet       | Where to get it          |
| ---------------------- | ------------------------ |
| CloudWatch logs        | Set up per service below |
| Lambda logs and traces | Set up per service below |

Optimized and fast are the two collection tiers you assign per metric when you deploy monitoring. For what each tier costs and how quickly it deploys, see [performance tiers](https://coralogix.com/docs/integrations/aws/cloud-accounts.md#performance-tiers).

### Set up a single AWS service[​](#set-up-a-single-aws-service "Direct link to Set up a single AWS service")

You configure AWS yourself, one service at a time. Use this for anything the account connection does not cover yet, including logs.

| Service                              | What it sends                                                        |
| ------------------------------------ | -------------------------------------------------------------------- |
| **AWS CloudTrail via S3**            | Account activity logs, read from an S3 bucket.                       |
| **AWS Kinesis**                      | Logs and events streamed from Kinesis Data Streams.                  |
| **AWS S3 Log Collection**            | Any log files stored in your S3 buckets.                             |
| **AWS VPC Flow Logs via S3**         | Network traffic logs for your VPCs, subnets, and network interfaces. |
| **AWS CloudWatch Logs via Firehose** | CloudWatch log groups, streamed through Firehose.                    |

## Set up Azure or Google Cloud [​](#set-up-azure-or-google-cloud- "Direct link to set-up-azure-or-google-cloud-")

Both clouds work the same way today: you send data one service at a time, and an account-level connection is planned.

The **Connect your Azure account** and **Connect your Google Cloud account** cards are marked Coming soon. Each lists what the connection will cover — Azure Monitor or Cloud Monitoring metrics, and cloud resource metadata — and marks both as available per service below, because you can already collect them through the individual integrations.

Under **Set up a single service**, Azure offers **ARM - Blob Storage**, **Azure Infrastructure Explorer**, and **Azure Metrics**. Google Cloud offers **GCP Infrastructure Explorer**, **GCP Logs**, **GCP Metrics**, and **GCP Traces**. The Infrastructure Explorer integration on either cloud is what populates your resource inventory in [Infrastructure Explorer](https://coralogix.com/docs/user-guides/infrastructure/infrastructure-explorer/overview.md).

Selecting a card opens that integration in the catalog, where you complete the setup.

## Return to Onboarding[​](#return-to-onboarding "Direct link to Return to Onboarding")

Service and collector cards open that integration's page directly, and **Browse all integrations** opens the full catalog. Both add `?from=onboarding` to the URL, and arriving that way puts a **Back to onboarding** link on the page, so a guided setup has a way back instead of stranding you in the catalog.

## Troubleshooting[​](#troubleshooting "Direct link to Troubleshooting")

| What you see                                                            | What to do                                                                                                                                                                                                       |
| ----------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Couldn't load services** on a provider screen                         | The catalog did not respond. Refresh the page to try again.                                                                                                                                                      |
| **No services yet** on a provider screen                                | No individual integrations are published for that provider right now. Use **Browse all integrations** to check the full catalog.                                                                                 |
| The AWS account is not listed after you create it                       | Refresh the [Cloud Accounts](https://coralogix.com/docs/integrations/aws/cloud-accounts.md) page. Resource discovery also runs after the account connects, so services appear before their resources do.         |
| A permission error mentions an AWS Organizations service control policy | The policy attached to the account, organizational unit, or root is blocking a permission the CloudFormation role needs. Update it in AWS Organizations — a service control policy block overrides the IAM role. |

## Next steps[​](#next-steps "Direct link to Next steps")

Review the resources Coralogix discovered and deploy monitoring per service: [Cloud Accounts](https://coralogix.com/docs/integrations/aws/cloud-accounts.md).

## Related resources[​](#related-resources "Direct link to Related resources")

[Cloud Accounts](https://coralogix.com/docs/integrations/aws/cloud-accounts.md)[Verify your data](https://coralogix.com/docs/user-guides/getting-started/verify-your-data.md)[Get started with OpenTelemetry](https://coralogix.com/docs/opentelemetry/getting-started.md)[Integrations](https://coralogix.com/docs/integrations/getting-started.md)
