This section describes how to automatically deploy a Kyvos cluster on AWS with an EMR compute cluster using an AWS CloudFormation template that creates and configures the required infrastructure and services.

Prerequisites

Before you start the automated installation for Kyvos on AWS, ensure you have the following information.

Before starting the deployment for AWS, you must have the following.

1. AWS CloudFormation template. Contact  Kyvos support to get your custom template. Alternatively, you can download the default template file from the AWS Installation Files folder or create a template as per your requirements.

2. The CloudFormation template can be deployed through the logged-in user or a role. The logged-in user must have the required policies given in the aws-console-user-iam-policy.json file in the AWS Installation Files folder.

3. Both primary and disaster recovery CloudFormation deployment templates now have automated key pairs creation.

   1. Storage Location: The generated key pairs are stored in the designated Amazon S3 buckets.

   2. The key pairs are stored in the following locations:

      • For Primary Deployment: OutputBucketName/user/engine_work/keys/

      • For DR Deployment: CrossRegionDrBucketName/user/engine_work/keys/

   3. Key Names: The naming convention for key pairs has been standardized to improve clarity and usability.
      NOTE: The key pair for the bastion host is named bastionhost.pem, while the key pair for other nodes is named kyvos.pem.

4. Networking requirements:

   1. Use the Network CloudFormation template to automatically create network resources (VPC, Subnet, and Security Group). 

      1. If you want to deploy your network with NAT Gateway, use the NATGateway Template (vpc_nat.json file) provided in the AWS Installation Files folder. 
         OR

   2. If you want to use existing network resources, perform the following steps in your VPC. 

      1. You must create VPC Endpoints within your VPC to connect with the AWS services. Else, you must have the internet and NAT Gateway in the subnet.

         List of VPC Endpoints for AWS services required by Kyvos:

Permission requirements

1. Verify that the EMR default roles exist in your AWS account. If they do not exist, you must execute the following command: 
   aws emr create-default-roles

   1. You can create IAM roles using the CloudFormation template (automated_deployment_iam_role.json file) provided in the AWS Installation Files folder.
      OR

   2. Create IAM Role for:
      Refer to the section Creating IAM Roles for EC2 and Lambda to create new roles. 
      

      1. EC2 that will be attached to all Kyvos instances. This role contains all the permissions required by Kyvos Services and Kyvos Manager.
         Details for permissions required for EC2.

      2. Lambda that will be attached to the Kyvos created Lambda functions. This role contains all the permissions required by lambda functions to run.

2. S3 Bucket permissions

   If you want to use an existing S3 bucket and IAM role, or if you want to read data from an S3 bucket other than where Kyvos is deployed, then the IAM role must have the following permissions on the S3 bucket.

   Here, replace:

   <Bucket Name> with the name of your bucket name.

   <Lambda Role> with the name of your Lambda Role.

   <EC2 Role> with the name of your EC2 Role.

   {​​ "Version": "2008-10-17", "Statement": [ {​​ "Sid": "Ec2LambdaRoleBucketPolicy", "Effect": "Allow", "Principal": {​​ "AWS": [ "arn:aws:iam::<AWS Accout ID>:role/EMR_EC2_DefaultRole", "arn:aws:iam::<AWS Accout ID>:role/<Lambda Role>", "arn:aws:iam::<AWS Accout ID>:role/<EC2 Role>" ] }​​, "Action": [ "s3:PutAnalyticsConfiguration", "s3:GetObjectVersionTagging", "s3:ReplicateObject", "s3:GetObjectAcl", "s3:GetBucketObjectLockConfiguration", "s3:DeleteBucketWebsite", "s3:PutLifecycleConfiguration", "s3:GetObjectVersionAcl", "s3:DeleteObject", "s3:GetBucketPolicyStatus", "s3:GetObjectRetention", "s3:GetBucketWebsite", "s3:PutReplicationConfiguration", "s3:PutObjectLegalHold", "s3:GetObjectLegalHold", "s3:GetBucketNotification", "s3:PutBucketCORS", "s3:GetReplicationConfiguration", "s3:ListMultipartUploadParts", "s3:PutObject", "s3:GetObject", "s3:PutBucketNotification", "s3:PutBucketLogging", "s3:GetAnalyticsConfiguration", "s3:PutBucketObjectLockConfiguration", "s3:GetObjectVersionForReplication", "s3:GetLifecycleConfiguration", "s3:GetInventoryConfiguration", "s3:GetBucketTagging", "s3:PutAccelerateConfiguration", "s3:DeleteObjectVersion", "s3:GetBucketLogging", "s3:ListBucketVersions", "s3:RestoreObject", "s3:ListBucket", "s3:GetAccelerateConfiguration", "s3:GetBucketPolicy", "s3:PutEncryptionConfiguration", "s3:GetEncryptionConfiguration", "s3:GetObjectVersionTorrent", "s3:AbortMultipartUpload", "s3:GetBucketRequestPayment", "s3:GetObjectTagging", "s3:GetMetricsConfiguration", "s3:DeleteBucket", "s3:PutBucketVersioning", "s3:GetBucketPublicAccessBlock", "s3:ListBucketMultipartUploads", "s3:PutMetricsConfiguration", "s3:GetBucketVersioning", "s3:GetBucketAcl", "s3:PutInventoryConfiguration", "s3:GetObjectTorrent", "s3:PutBucketWebsite", "s3:PutBucketRequestPayment", "s3:PutObjectRetention", "s3:GetBucketCORS", "s3:GetBucketLocation", "s3:ReplicateDelete", "s3:GetObjectVersion", "s3:PutBucketTagging" ], "Resource": [ "arn:aws:s3:::bucket_name/*", "arn:aws:s3:::bucket_name" ] } ] }

3. You must have the Access Key and Secret Key to access the Kyvos bundle. Contact Kyvos Support for details.

4. Valid Kyvos license file.

Creating CloudFormation template

The Kyvos CloudFormation template can create the following resources:

• EC2 instances for Kyvos services - Analytical Server, Query Engines, Kyvos Manager, Kyvos Web Portal, and Postgres.

• EMR cluster for semantic model processing and processing aggregations.

• S3 for storing Kyvos semantic models.

• RDS for use as a Kyvos repository if you don't want to use the default Postgres database provided in the Kyvos package.

• Lambda to use the scheduling (cluster ON) features.

• API Gateway to get the Rest URL on the Lambda function.

• CloudWatch event for scheduling the Kyvos Analytical Server.

• Load Balancer to access Kyvos.

• Secrets Manager for storing passwords, like Kyvos DB password, Active Directory password, and SMTP password (if configured).

• SecurityGroup for Kyvos Instances and EMR. 

Next: Deploy Kyvos using CloudFormation Template