Rapid Assessment User Guide

Rapid Assessment User Guide #

Matilda Cloud’s Rapid Assessment is a powerful module designed to provide cloud asset discovery, cost optimization, and cloud migration assessment. It supports the management of day-to-day cloud operations, and quickly conducts discovery and assessment for cloud migration. Rapid Assessment executes different policies to achieve cost savings and best practices within hours.

Rapid Assessment offers a quick and efficient solution for cloud migration assessment by providing rapid analysis of asset discovery in 24-48 hours. It captures utilization, configuration, and cost information for cloud resources, and provides recommendations for IaaS to PaaS migration and target architecture.

To use Rapid Assessment, simply provide read-only cloud account access credentials to initiate cloud analysis. It is a suitable tool for providing fast assessments for cloud migration and achieving benefits without a long discovery window.


Navigating the User Interface #

To navigate between modules in Rapid Assessment, simply hover over the blue bar on the left hand menu. The left hand menu can be expanded by hovering over it, and can be frozen by clicking the lock icon at the top right corner of the left hand menu. 

The lock icon on the left hand menu


Most pages within Rapid Assessment provide lists and other views to showcase discovered assets, recommendations, policies, and other information. To view a different subset of information, click the blue icons on the top right corner of the list. These icons allow you to search, filter, sort, and refresh the listed information.

Some users will also be able to change views between companies by clicking drop down menu icons at the top right corner of the page, next to the user icon. These drop down lists allow you to select which companies and departments you would like to view, including all companies and departments, or subsets of these. Some users will only have access to a single company or a single department. To understand your level of access, consult your Matilda SME. 


Company Onboarding & Account Creation Summary #

Both Rapid Assessment and Matilda Optimize modules support the onboarding of users with unique privileges within different companies. Users will be granted access to different features and privileges depending on their level of access and which companies they have been attached to. Use this guide to gain an understanding of the different types of accounts. 

The Management section of this user guide provides more specific information on user accounts, companies, and departments. For more information on your specific access, please consult your Matilda SME. 


Note on Adding New Users #

The Users page allows you to create new users and provides access to user details. To add a new user, click Users under the Management tab in the left hand menu. Then select +User at the top of the screen. A pane will appear on the right side of the screen to add user details. You will need to provide the first and last name of the user, as well as their contact info and password. Click Add to add the new user.  

Once you have added a new user, you will need to attach a company. To do so, click the +Company button on the top left side of the page below user details. Then select the desired company and departments to permit that user access to those company details. Users must have companies assigned to their account in order to see corresponding company details. A user can be attached to any number of companies and departments.


Management #

The Management page supports creating and editing accounts. The Management tab holds five sections:

Section Function
Company Add new company (client) accounts, create, manage and display all companies assigned to the user
Account Manage cloud account credentials, notification plugin configurations, and general CI/CD plugins
Attribute Displays the permissions that are granted by the super Admins for all the sections under Optimize, i.e., Companies, Accounts, Users, Dashboard, CMDB, Monitors, Alerts, etc. 
Role Monitor user authentication and tool access and authorization
User Displays all the User Accounts that exist in Matilda Optimize Platform


Company #

The Company page is used to add new company (client) accounts. This page mainly creates, manages, and displays all companies created by the user.

To create a company account, click the + Add icon in the company page as shown below.

Provide the necessary company details Name, Description and Primary Contact, after which a unique company ID is created for all future operational references. Each company will have multiple departments. Companies must have departments associated with them in order to be added. 

Navigating to the Companies page


The Company page and add account button


You can add users directly to the company by selecting the department, and clicking the 3 dots button on the right side of the department (as shown below). This will open a drop down menu allowing you to edit, delete, or add users to the department. 

Adding, deleting and editing company contacts/users


Accounts #

This page manages cloud account credentials, notification plugin configurations, and general CI/CD plugins.

It has multiple accounts associated with it, namely:

  • Cloud Accounts
  • Packer
  • Notification Channels
  • On-Prem Accounts
  • Others (SNMP, Jenkins, Git etc.)


The Account page displays a list of configured accounts, where the necessary cloud provider can be selected and new accounts can be added.

To add a new cloud account, click the Add New button as shown below. The user needs to provide appropriate parameters to configure and save the respective account. To attach or update accounts, cloud accounts must be attached to companies for cloud discovery initiation.

The Add New button on the Account page


To add accounts, select the account type, select cloud provider, and enter additional account type information. Then provide companies and departments. Once completed, select Update to add the account. 

Adding account information


Adding company information to the account



Roles #

The role page is primarily used to monitor user authentication and tool access and authorization. 

This page displays all the existing roles and their restrictions (attributes). Each role can have a different set of restrictions, which will control each user’s access. These restrictions can be modified to add or remove additional permissions. Only admin level users will have access to these pages.

Navigating to the Roles page


To create a new Role, click on +Add and provide the credentials required and save it as shown below.Then enter a role name and select the role type. You may also add a new role type at this time by clicking +Role Type. Click Add to add the new role. 

The Roles tab on the Management Page, highlighting the Add and Save buttons


Admin level user will be able to access attributes


Admin level user will be able to access company roles


Users #

This page displays all the User Accounts that exist in Matilda Optimize Platform.

Navigating to the Users page


To add a user, click +User and provide the required user details, including first name, last name, email and password.

The Users tab and the add user button


A User must be attached to a company in order to access company level assets. Clicking on a user will display a list of companies. A single user can have multiple companies associated with it; therefore, it is essential to pick and tag the respective companies from the list.

To choose the companies, click the + Company button, which allows the user to select the required companies to be added or updated as shown below. This is used to add companies, departments, and roles to the user. Multiple companies, departments, and roles can be added to a single user.

Updating company information under Users


After selecting companies, it is essential for the user to assign roles (attributes and accounts) associated with it, which automatically picks up the attributes that are already configured.

To add roles, click the Add Role button and select the respective role.


Assessment #

All assessment results and their different views are accessed under the Assessments screen. To Navigate to Assessment, click the title on the left hand menu, and then select which subsection you would like to access. These subsections include Policies, Recommendations, and Settings

Assessment screen navigation


Recommendations #

Recommendations provides a list of automated recommendations based on the results of the assessment. A drop down list icon at the top right corner of the page allows you to select which cloud you would like to view, such as AWS or Azure. Below this drop down are buttons that allow you to toggle views between Summary view, Chart view, Actions view, and Cloud Assets. Note that some levels of access will only permit summary view

  • Summary: The below page gives you a high-level view of the assessment result view from the policy category.It is a PolicyCategory-Centric view.
  • Chart: This page gives you a high-level view of the assessment results from an assessment-centric view. Summarized view of the assessment result for all the assets discovered based on account selection.
  • Actions: This page displays all suggested actions based on the assessment results.
  • Cloud Assets: A list of all cloud assets discovered and the assessment view for every asset is provided under the recommendations page.


In the below screen capture, the recommendations page is Cloud Assets, and the selected cloud is TestAzure. Note the toggle buttons for Summary, Chart, Actions, and Cloud Assets below the drop down icon for TestAzure.

The top of the Cloud Assets page under Recommendations


Policies #

The Policies page enables you to view, create, update and delete policies. This page features a list of policies, including their names, descriptions, resource group, resource type, and other information for each policy. Policies are categorized based on attributes PolicyCategory, ResourceGroup, and ResourceType. Depending on your access credentials, you may not be able to view the Policies page. 

Clicking the Policies icon will automatically bring you to the Workflows tab. The workflows page displays the set of policies. These policies are used to evaluate instances discovered in the assessed environment. The other tabs on the policies page include Parameters and Import


Adding Policies #

To add policies, click the +Add button on the left side of the page under the Workflows tab. You can also download the list of policies by clicking the download button next to it. 

Adding and downloading policies under the Workflows tab


Managing Parameters #

Policies are sorted into workflows and parameters. They can also be imported using the Import section at the top of the page. 

Policies are created using parameters. Policy parameters can be attributed in different ways and depend on the data source. To add parameters, click +Add on the left side of the screen under the parameters tab. This will open a pane on the right to add a parameter, requiring you to select details like the cloud provider, resource group, resource type, parameter name, and source. Likewise, to manage parameters, click the Manage button on the left side of the page. 

Adding policy parameters


Import #

Sometimes the user may want to add policies from one environment to another, which is accomplished by importing policies. 

Before importing policies, the user must first export policies from the list of policies on the Workflows tab, as shown below. 

Exporting policies from the policies list in the Workflows screen


To import policies, click the Import tab under Policies, and click the Manage button, and select Import, and select the exported policy you would like to add.

Importing policies from other environments


Schedulers #

To schedule events, select Schedulers in the left hand menu under Maintenance. You will see a list of scheduled events, including the scheduled event name, the subsequent company and account, cloud provider, scheduler type, frequency of event, scheduled time, last run time, jobs, and more. At the top of the page, you will see a summary of the total schedulers listed. 

There are several types of schedulers, including…

    • Discovery: Scheduling a discovery for a given time
    • Assessment: Scheduling an assessment for a given time
    • Report: Generates a new report at a given time
    • Other schedulers coming soon


To add a scheduler, click +Scheduler at the top of the page. 

Adding a scheduler from the Schedulers page


When adding a scheduler, you will need to designate a name for the scheduler, select a job type (scheduler type), and enter additional details based on which type of scheduler you are adding. You will also need to designate a company, department, cloud provider, and cloud accounts. Finally, select a schedule time, if it should occur one time, and a schedule frequency, and click Save at the bottom right corner of the window. 

Adding a scheduler


Example of adding a scheduler for sample report generation


Report Builder #

The Report Builder provides summaries of modules, which can be fetched from the database. Sections under this section include Generated Reports, Reports, and Dashboards.


Generated Reports #

This page provides a list of reports that are generated from schedulers. The user can download these reports for future reference. 

The Generated Reports page in the Report Builder module


Reports #

Multiple Connections and Blocks are combined to create a Report Template. To create a new report template, click on the + Add Report button and provide the required details.These Report Templates will be used to generate the Reports through schedulers.

Adding reports in the Report Builder 


Dashboard #

Similar to Reports, Dashboards can be created using Blocks. There can be multiple Dashboards for each client. To create a dashboard, click on the + Add Dashboard button and provide the required details as shown below. 

Adding a Dashboard in the Report Builder


Support #

Matilda Cloud support is offered by email during working hours Monday-Friday.

Please contact info@matildacloud.com for assistance.

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