Phase 1 – Amazon Web Services Environment Build

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This phase of deployment is comprised of logging into the Amazon Web Services (AWS) website, navigating to EC2 to deploy (2) virtual machines using the Ubuntu Server (version 22.04), creating a key pair in the PPK file format, creating a security group, and connecting to the virtual machines using PuTTY.

Navigating to Amazon Web Services and Logging In

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1. Open the web browser of your choice and navigate to the AWS login portal using the following link: AWS US-East Login Portal

2. On this page, click Already have AWS Builder ID? Sign in

3. Enter the email address supplied by the AdventureWorks project manager.

4. Enter the password supplied by the AdventureWorks project manager and click Sign in

No screenshot provided for this step for the purpose of security.

5. After logging in, the following dashboard will be focused:

Leave this page open for the next section of this documentation.

Navigating to the EC2 Service through the Amazon Web Services Portal

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This phase of development involves identifying and navigating to the EC2 service in the AWS portal to configure the virtual machines for AdventureWorks.

1. On the AWS dashboard, select the Services button on the upper left side of the page. This will open the Services tab, a quick overview link to the services AWS provides.

2. With the Services tab open, select the Compute button. This will open the Compute tab, a quick overview link to the computational services AWS provides.

3. With the Compute tab open, select the EC2 button. For easy access, you may also choose to click the ☆ icon next to the button that appears when hovering over the button. Selecting this will add the EC2 Compute Service to your list of favorites for quick access later.

4. You have successfully navigated to the EC2 Compute Service dashboard:

Leave this page open for the next section of this documentation.

Creating (2) Virtual Machines with AWS EC2

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This section involves creating (2) virtual machines in EC2. Additionally, a security key pair and security group will need to be created, which will be subsection steps and is highly crucial to the success of this deployment.

1. With the EC2 Compute Service dashboard open, click Launch instance

2. With the Launch an instance webpage open, click the text box in the Name and tags option section and name the server AdventureWorks Database Server

3. Click the text box in the Application and OS Images (Amazon Machine Image) option section and type Ubuntu Server 22.04 – press Enter to search for the image file.

4. In the results panel from the search, click the Select button to select the Ubuntu Server 22.04 LTS (HVM), SSD Volume Type machine image. Ensure that the machine image matches the description and screenshot of the following image provided:

5. After selecting the machine image, you will be returned to the previous screen. Scroll down to the Instance type box change the instance type to t2.small from the list of options in the box.

The default selection will be t2.micro. Ensure that this is changed before proceeding.

Creating a Key Pair

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This section addresses creating a key pair to be used for the database and web server virtual machines and is a continuation part to creating the first virtual machine.

6. After selecting the instance type, scroll down to the Key pair (login) box. From here, at the bottom right of the box, click Create new key pair

7. In the window that appears, ensure the following conditions are met:

• Key pair name: adventureworks_keypair

• Key pair type: RSA

• Private key file format: .ppk

This is important to ensure that the keypair will work with the PuTTY application we will use later for managing and deploying the database and web servers. If the AdventureWorks development team decides to use a different file format for another - application, that keypair will need to be added later.

• Click Create key pair. The key pair will automatically download itself to your local storage device. This is usually located in the Downloads folder unless specified elsewhere.

Keep this file safe, as it is what allows the servers to be managed by other devices. We recommend moving the file to the AdventureWorks secure vault, as well as employing standard encryption techniques. See the AdventureWorks project manager for assistance if needed.

Creating (2) Virtual Machines with AWS EC2 (Cont. 1)

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This is a continuation of creating the virtual machines and comes after creating the key pair.

8. After the key pair is created and downloaded, you will be returned to the main Launch an instance dashboard to continue. Scroll down to the Network settings box and click Create security group. This will expand the network options.

9. With the network options expanded, ensure the following conditions are met:

• Firewall (security groups): Create new security group

• Security group name: adventureworks_servers

• Description: Security group for AdventureWorks servers

Remain in this section for the next section of the documentation.

Creating a Security Group

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This section addresses creating a security group to be used for the database and web server virtual machines and is a continuation part to creating the first virtual machine.

11. In the Network settings box, under Inbound Security Group Rules, ensure that the default SSH rule is enabled.

12. At the bottom of the Inbound Security Group Rules section, click Add security group rule

13. A new security group rule will be created named Security group rule 2 By using the drop-down boxes, configure this rule with the following settings:

• Type: HTTP

• Source type: Anywhere

14. After configuring these settings, click Add security group rule again to add another rule.

15. A new security group rule will be created named Security group rule 3 By using the drop-down boxes, configure this rule with the following settings:

• Type: Custom TCP

• Port range: 1433

• Source type: Anywhere

16. After configuring these settings, click Add security group rule again to add another rule.

17. A new security group rule will be created named Security group rule 4 By using the drop-down boxes, configure this rule with the following settings:

• Type: Custom TCP

• Port range: 1433

• Source type: Anywhere

18. Ensure that all (4) security rules match the following settings derived from the provided screenshots:

Leave this page open for the next section of this documentation.

Creating (2) Virtual Machines with AWS EC2 (Cont. 2)

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This is a continuation of creating the virtual machines and comes after creating the security group.

20. After all (4) security rules have been added, scroll down to the Configure storage section. In the text box containing 8, change this value to 15.

21. On the lower right side of the Summary section, click Launch instance to create the Database Server virtual machine.

22. The Database Server virtual machine will take a few minutes to build and load. Please be patient. Once initialized, the Database Server virtual machine has been successfully created. We are now ready to create the Web Server virtual machine.

23. On the AWS dashboard, select the Services button on the upper left side of the page. This will open the Services tab, a quick overview link to the services AWS provides.

24. With the Services tab open, select the EC2 button.

25. With the EC2 Compute Service dashboard open, click Launch instance

26. With the Launch an instance webpage open, click the text box in the Name and tags option section and name the server AdventureWorks Web Server

27. Click the text box in the Application and OS Images (Amazon Machine Image) option section and type Ubuntu Server 22.04. Press Enter to search for the image file.

28. In the results panel from the search, click the Select button to select the Ubuntu Server 22.04 LTS (HVM), SSD Volume Type machine image. Ensure that the machine image matches the description and screenshot of the following image provided:

29. After selecting the machine image, you will be returned to the previous screen. Scroll down to the Instance type box change the instance type to t2.small from the list of options in the box.

The default selection will be t2.micro. Ensure that this is changed before proceeding.

30. Scroll down to the Key pair (login) box. Here, we are going to use the key pair we created in a previous step. Click the drop-down box and select the adventureworks_keypair option.

31. After selecting the key pair, scroll down to the Network settings box. Here, we are going to use the security group we created in a previous step. Click the Select existing security group option under Firewall (security groups).

32. Click the drop-down box under Common security groups and select adventureworks_servers

33. After selecting the security group, scroll down to the Configure storage section. In the text box containing 8, change this value to 15.

34. On the lower right side of the Summary section, click Launch instance to create the Web Server virtual machine.

35. The Web Server virtual machine will take a few minutes to build and load. Please be patient. Once initialized, the Web Server virtual machine has been successfully created.

At this point in the documentation, both virtual machines have been created. We need to connect to these instances with PuTTY and begin the setup process.

Downloading and Installing PuTTY

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This section covers downloading the SSH/Telnet client PuTTY and installing the application. This documentation assumes the computer being used for this setup is a Windows 10/11 machine, and that the user has a basic working knowledge level of file structures and can navigate to and launch executable files, as well as walkthrough basic installers.

1. Download the PuTTY client by navigating to the following link: PuTTY

2. Click on the latest version of the PuTTY installer for Windows. This documentation assumes the computer being used for this setup is a Windows 10/11 machine with x86 Architecture.

3. Navigate to the installer after downloading and double-click the file to launch the PuTTY Setup Wizard.

4. Walk through the installer and leave all default options.

5. Launch the PuTTY Application after installation if it does not automatically start.

Adding the Key Pair to PuTTY

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This section covers configuring the key pair for use in PuTTY when connecting to the virtual machines we created earlier. This documentation assumes the computer being used for this setup is a Windows 10/11 machine, and that the user has a basic working knowledge level of file structures and can navigate to the appropriate files for use in.

1. With PuTTY open, on the left-hand side of the application window, expand Connection if not already expanded.

2. Scroll down to SSH and expand if not already expanded.

3. Scroll down to Auth and expand if not already expanded.

4. Click Credentials. Select Browse under Private key file for authentication, then select the key pair that was created earlier in the key pair creation step. You may have to navigate to this key pair or decrypt it if it has been kept in the AdventureWorks Vault. See the AdventureWorks project manager if you have difficulty finding this key pair.

5. When done, scroll to the top of the Category window on the left-hand side of the PuTTY Application and click Session

Leave the PuTTY Application open for the next part of this documentation.

Connecting to the EC2 Instances via PuTTY

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This section covers how to connect to the EC2 instances (virtual machines) for later use. This documentation assumes that the user understands how to use the PuTTY SSH/Telnet Client to connect to the EC2 instances after reading this section and will not re-iterate throughout the remainder of the technical documentation. Please refer to this section as often as necessary.

1. To connect to the AdventureWorks Database Server, navigate back to the EC2 Compute Services dashboard, then click Instances (running)

2. On the Instances dashboard, right click the AdventureWorks Database Server and click Connect to open the connection page.

3. Click the SSH client tab on the Connect to instance page to view the connection instructions. At the bottom of the steps, copy the Public DNS information using either the copy button next to the information, or by highlighting the information and copying with CTRL + C.

4. In the PuTTY Application window, paste the Public DNS information from Step 3 into the text box for the Host Name (or IP address) section on the right-hand side. Ensure the port number is set to 22. Click Open to log into the AdventureWorks Database Server.

5. A window will appear, notifying us that the host key is not cached for this server. Click Accept to cache the host key.

6. When the interface loads, you will see login as:. Type ubuntu (the default username) and press Enter.

7. You are now logged into the AdventureWorks Database Server.

8. Leave this connection open for the next part of this documentation. Do not close the PuTTY Client or the AdventureWorks Database Server connection.

• The remaining portion of this document assumes that you understand how to log into the appropriate server instance when asked. Logging in with PuTTY and its associated steps will not be reiterated again throughout the remainder of the tutorial.

• Connecting to the Web Server follows the exact same process as this, albeit clicking on the Web Server EC2 instance to find the connection details instead of the Database.

Please refer to this section as many times as needed.