AWS solutions documentation change
Summary
Complete rewrite of Step 9 documentation. Replaced 'Build a migration tracker dashboard' content with new 'Configuring Wave Planning Manager (WPM)' documentation covering prerequisites, generative AI integration with AWS Bedrock, data source configuration, and rule management.
Security assessment
The changes involve functional documentation updates about a new module (WPM) and its AI features. There's no evidence of security vulnerability fixes, security incident response, or security best practices being added. The AWS Bedrock mention relates to feature availability, not security controls.
Diff
diff --git a/solutions/latest/cloud-migration-factory-on-aws/step9.md b/solutions/latest/cloud-migration-factory-on-aws/step9.md index 2d7aad089..1ad16b6a6 100644 --- a//solutions/latest/cloud-migration-factory-on-aws/step9.md +++ b//solutions/latest/cloud-migration-factory-on-aws/step9.md @@ -5 +5 @@ -Set the QuickSight permission and connectionsCreate a dashboard +PrerequisitesConfigure data sourceConfigure rules @@ -7 +7 @@ Set the QuickSight permission and connectionsCreate a dashboard -# Step 9: (Optional) Build a migration tracker dashboard +# Step 9: Configuring Wave Planning Manager (WPM) @@ -9 +9 @@ Set the QuickSight permission and connectionsCreate a dashboard -If you deployed the optional migration tracker component, you can set up an Amazon QuickSight dashboard that will visualize the migration metadata stored in the Amazon DynamoDB table. +Wave Planning Manager (WPM) is an optional module that helps you organize and schedule your migration workloads in an optimal way. If you enabled it in [step 2](./step-2-launch-the-stack.html) review the following concepts: @@ -11 +11 @@ If you deployed the optional migration tracker component, you can set up an Amaz -Use the following procedures to: +## Prerequisites @@ -13 +13 @@ Use the following procedures to: - 1. Set the QuickSight permissions and connections +### Bedrock available regions and model selection @@ -15 +15 @@ Use the following procedures to: - 2. Create a dashboard +#### Generative AI support - Attribute mapping and rule creation @@ -16,0 +17 @@ Use the following procedures to: +The Wave Planning Manager (WPM) module provides two optional features that utilize generative AI to streamline the user experience: automated header mapping; and intelligent rule creation. @@ -17,0 +19 @@ Use the following procedures to: +If you choose to deploy WPM and want to enable these features, you will need to verify that [AWS Bedrock](https://aws.amazon.com/bedrock/) is available in your deployment Region. WPM will attempt to integrate with the following models, in preferential order: @@ -18,0 +21 @@ Use the following procedures to: + 1. (Anthropic) Claude Sonnet 4 @@ -20,155 +23 @@ Use the following procedures to: -###### Note - -If the Migration Factory is empty and there is no wave, application, and server data, then there will not be any data to build a QuickSight dashboard. - -## Set the QuickSight permission and connections - -If you have not set up Amazon QuickSight in your AWS account, refer to [Setting Up for Amazon QuickSight](https://docs.aws.amazon.com/quicksight/latest/user/setup-new-quicksight-account.html) in the _Amazon QuickSight User Guide_. After you have set up a QuickSight subscription, use the following procedure to set the permissions and connections between QuickSight and this solution. - -###### Note - -This solution uses Amazon QuickSight enterprise license. However, if you don’t want the email reporting, insights, and the hourly data refresh, you can opt for a standard license, which can also be used with migration tracker. - -First, connect QuickSight with the Amazon S3 bucket: - - 1. Navigate to the [QuickSight console](https://quicksight.aws.amazon.com/sn/start). - - 2. On the **QuickSight** page, choose the icon displaying a person in the upper-right corner and **Manage QuickSight**. - - 3. On the **Account name** page, from the left menu pane, select **Security & permissions**. - - 4. On the **Security & permissions** page, under the **QuickSight access to***AWS services** section, select *Manage**. - - 5. From the **QuickSight access to** **AWS services** page, select the checkbox for **Amazon S3**. - - 6. On the **Select Amazon S3 buckets** dialog box, verify that you are in the **S3 Buckets Linked to QuickSight Account** tab and tick both the right and left checkboxes for the **athena-results** and *migration-tracker * S3 buckets. - -**QuickSight S3 bucket selection dialog with options for Athena Workgroup write permissions.** - - - -###### Note - -If you are already using QuickSight for other S3 data analysis, clear and reselect the Amazon S3 option to display the bucket selection dialog box. - - 7. Choose **Finish**. - - - - -Next, set up permissions for Amazon Athena: - - 1. From the **QuickSight access to** **AWS services** page, tick the checkbox for **Amazon Athena**. - - 2. On the **Amazon Athena permissions** dialog box, choose **Next**. - - 3. On the **Amazon Athena resources** dialog box, verify that you are in the **S3 Buckets Linked to QuickSight Account** tab and verify that the same S3 buckets are checked - **athena-results** and **migration-tracker**. - -**QuickSight Amazon Athena resources dialog box** - - - - 4. Choose **Finish**. - - 5. From the *QuickSight access to***AWS services** page, choose **Save**. - - - - -Next, set up a new analysis: - - 1. Select the QuickSight logo to return to the QuickSight homepage. - - 2. On the **Analysis** page, choose **New Analysis**. - - 3. Choose **New dataset**. - - 4. On the **Create a Data Set** page, choose **Athena**. - - 5. In the **New Athena data source** dialog box, take the following actions: - - 1. In the **Data source name** field, enter a name for the data source - - 2. In the **Athena workgroup** field, select the appropriate `<migration-factory>`-workgroup. - -###### Note - -If you have deployed this solution multiple times, there will be more than one workgroup. Select the one that was created for your current deployment. - -**New Athena data source dialog box** - - - - 6. Choose **Validate connection** to ensure that QuickSight can communicate with Athena. - - 7. After the connection is validated, choose **Create data source**. - - 8. In the next dialog box, **Choose your table** , take the following actions: - - 1. From the **Catalog** list, choose **AwsDataCatalog**. - - 2. From the **Database** list, choose `<Athena-table>`-tracker. - - 3. From the **Tables** list, choose `<tracker-name>`-general-view. - - 4. Choose **Select**. - -**Choose your table dialog box** - - - - 9. In the next dialog box, **Finish data set creation** , choose **Visualize**. - -**Finish data set creation dialog box** - - - - 10. In **New sheet** , choose **Interactive sheet** , then choose **Create**. - - - - -After the data is imported, you will be redirected to the Analysis page. However, before creating your visuals, set up a schedule to refresh your dataset. - - 1. Navigate to the QuickSight homepage. - - 2. In the navigation pane, choose **Datasets**. - - 3. On the **Datasets** page, select the `<migration-factory>`-general-view dataset. - -**QuickSight Datasets page** - - - - 4. On the `<migration-factory>`-general-view **Datasets** page, choose the **Refresh** tab. - -**Migration tracker general view dialog box** - - - - 5. Choose **Add new schedule**. - - 6. On the **Create a refresh schedule** page, select **Full refresh** , select the appropriate **Time zone** , enter a **Start time** , and select the Frequency. - - 7. Choose **Save**. - -**Create a schedule dialog box** - - - - - - -## Create a dashboard - -Amazon QuickSight offers the flexibility of building a custom dashboard that helps you to visualize your migration metadata. The following tutorial creates a dashboard containing a count visual that shows the server count by waves and bar charts showing the migration status. You can customize this dashboard to meet your business needs. - -**Example QuickSight dashboard** - - - -Use the following steps to create a count overview by migration waves. This view counts all the servers in the dataset that are grouped per wave, providing a granular view of the total number of servers in a wave. To create this view, you will convert the **server_name** into a measure, which allows you to count distinct servers names. Then you will create a wave-by-wave filter. - - 1. Navigate to the QuickSight homepage. - - 2. In the navigation pane, choose **Analyses**. + 2. Claude 3.7 Sonnet @@ -176 +25 @@ Use the following steps to create a count overview by migration waves. This view - 3. Select `<migration-factory>`-general-view. + 3. Claude 3.5 Sonnet v2 @@ -178 +27 @@ Use the following steps to create a count overview by migration waves. This view - 4. On the **Visualize** page, hover over the **server_name** and choose the ellipsis to the right. + 4. Claude 3.5 Sonnet @@ -180 +29 @@ Use the following steps to create a count overview by migration waves. This view -**QuickSight Visualize a data set page** + 5. Claude 3 Sonnet @@ -182 +31 @@ Use the following steps to create a count overview by migration waves. This view - + 6. (Amazon) Nova Pro @@ -184 +32,0 @@ Use the following steps to create a count overview by migration waves. This view - 5. Select **Convert to measure** to convert the dataset from a dimension to a measure. The **server_name** text turns green to indicate that the dataset has been converted to a measure. @@ -186 +33,0 @@ Use the following steps to create a count overview by migration waves. This view