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  • Configure CCM Connector

    • Navigate to Setup > Cloud Providers > Add a Connector
    • Select your cloud provider (AWS, Azure, or GCP)
    • During connector setup, ensure you select "Cloud Governance" under "Choose Requirements".
  • Verify Required Permissions

    • Ensure your connector has all required permissions for each cloud provider:
      • For AWS: Verify IAM roles include necessary read permissions for resource discovery
      • For Azure: Confirm service principal has appropriate Reader roles
      • For GCP: Check service account permissions for resource monitoring

After connector configuration, CCM takes up to 24 hours to collect data and identify resources.


Key Concepts

Cloud Asset Governance operates through four essential concepts working together: Rules, Rule Sets, Enforcements, Evaluations.

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Governance Rules are different from Perspective and Cost Category Rules.

Rules are set of instructions you write in form of code to manage your cloud resources automatically. A Rule is essentially a file with a set of logic that you can run on your cloud infrastructure.

Example: Suppose you want all your EBS volumes to use the newer, cheaper gp3 type instead of gp2.

  • Without rules: you'd have to manually check every volume and upgrade it.
  • With a rule: the system finds all gp2 volumes and migrates them to gp3 for you.

What makes up a Rule: Ideally, rules contain policies which include resource, filters, and actions. A rule is written in YAML format. Rules can include multiple policies.

  • A policy is the overall instruction and consists of filters and actions that are applied to a specific type of cloud resource.

  • A resource is the type of cloud resource or service on which the rule will be run with the actions and filters, such as Azure VMs, AKS, Cosmos DB, etc.

  • A filter, as the name suggests, is a criteria used to narrow down the results based on the attributes. These attributes can include anything such as tags, metadata, or any other resource property provided by you. When the filter is applied, only those resources that match the criteria specified in the filter are given as a result.

  • Actions are operations performed on the filtered resources. Actions include things like terminating an azure vm, deleting an azure storage-container, or sending an email notification.

So essentially, a Rule is a file that includes logic defined by a policy that performs certain actions on the resource based on the filters provided by the user.

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We now have Terraform support for managing Governance Rules. Please see here for more details.