Getting Started AWS Assessment

Prerequisites

The Lucidity Assessment app can be initiated directly from the Lucidity Dashboard or by using the Lucidity Desktop Application (available for Windows and Linux). It is a lightweight, easy-to-use tool that requires no complex installation or setup.

Before proceeding, please review the Prerequisites section in the Lucidity Assessment for AWS to ensure all requirements are met.

Getting Started

Step 1: Choose the Assessment Mode

As you would already know, Lucidity offers two methods to initiate Assessment for AWS. Based on chosen method follow steps below:

• Dashboard-based Assessment (Recommended)

  • Click on the Run Assessment in the Assessment Dashboard on Lucidity Web Portal.

  • Select Cloud Provider → AWS

    

• Desktop App-based Assessment

  • Visit the Lucidity Assessment Dashboard from the host where the Lucidity app will be installed and run. The app is not required to be installed on each EC2.

  • Click Download Desktop App to download the Lucidity Assessment application on the host machine.

    

  • Choose the version corresponding to your host OS.

    

  • After downloading, install and launch the Lucidity Assessment App on your host machine.

  • From the cloud provider selection screen, choose AWS to proceed with the assessments

    

  Once AWS is selected, the subsequent steps apply to both Dashboard and Desktop assessment methods.

Step 2: Choose the Authentication Method

There are two authentication methods available to grant the necessary permissions and run the assessment.

• Option 1: IAM Role (Recommended)

  • This is the default and recommended method.

  • Using an IAM Role ensures that the Lucidity Assessment App can securely access your AWS resources without storing access keys.

    

  Proceed to IAM Role Authentication Mode User Guide in the Lucidity Assessment for AWS

• Option 2: Client Credentials

  • Select this option if using IAM Roles is not feasible.

  • In this method, you will need to create an AWS Policy and attach it to an existing or new IAM User to provide the necessary permissions.

    

  Proceed to Client Credentials Authentication Mode User Guide in the Lucidity Assessment for AWS

Before proceeding, review the policy to understand the exact permissions required for assessment. This policy grants the minimum necessary privileges to allow Lucidity to perform metadata analysis and enable VM Insights temporarily (based on permissions). Refer to Lucidity Assessment for AWS – Permissions Policy

Step 3: Initiate the Assessment

• Once all required details are entered, click “Initiate Assessment.”

Step 4: View Results

• The cost-saving insights from the assessment will be available on the Lucidity Assessment Dashboard within a few hours.

• A detailed analysis and optimization recommendations will also be shared by the Lucidity teams