Quick Start Guide¶

Get up and running with TagOps in under 5 minutes.

Prerequisites¶

Before you begin, ensure you have:

• [ ] AWS account with administrative access
• [ ] Email address for TagOps account
• [ ] AWS Account ID (12-digit number)
• [ ] CloudTrail enabled (recommended for event-based tagging)

Step 1: Subscribe on AWS Marketplace¶

1. Open AWS Marketplace and search for TagOps
2. Open the TagOps listing and subscribe
3. Complete registration from the Marketplace fulfillment flow
4. Sign in to the TagOps console with the credentials from your welcome email

Step 2: Add Your First AWS Account¶

2.1 Prepare Account Information¶

Gather the following information:

• Account Name: A friendly name (e.g., "Production Account")
• AWS Account ID: Your 12-digit AWS account number
• IAM Role Name: Use default tagops-exec-account-role or modify per your requirements.
• AWS Regions: Decide which regions you would like to onboard

2.2 Add Account via UI¶

1. Navigate to AWS Accounts in the sidebar
2. Click Add AWS Account
3. Fill in the form with:
   • Account Name: Production Account
   • AWS Account ID: 123456789012
   • IAM Role Name: tagops-exec-account-role
   • External ID: Auto-generated value provided by TagOps

2.3 Provision CloudFormation Stack¶

TagOps uses CloudFormation to create the necessary IAM role in your AWS account:

1. Click Provision CloudFormation Stack in the dialog
2. You'll be redirected to AWS CloudFormation console
3. Review the stack parameters (pre-filled from the form)
   • Make sure to update the regions you want to be onboarded in the cloudformation stack.
4. Check the acknowledgment box for IAM resource creation
5. Click Create Stack
6. Wait for stack creation to complete (1-2 minutes)

2.4 Verify Account¶

1. Return to the TagOps account dialog
2. Click Verify Account

3. TagOps will:

   • Verify IAM role exists
   • Check role permissions
   • Test cross-account assume role
   • Detect CloudTrail status

4. Wait for verification success ✓

2.5 Complete Account Addition¶

1. Once verified, click Add Account

2. TagOps will:

   • Register the account
   • Initialize configuration
   • Prepare for scanning

3. You'll see a success notification

Step 3: Configure Services to Scan¶

Define which AWS services and regions TagOps should monitor:

1. Navigate to Settings → Account Settings
2. Select your AWS account from the dropdown
3. Configure Allowed Regions:
4. Click Edit in the Allowed Regions section
5. Select regions to monitor (e.g., us-east-1, us-west-2, eu-west-1)

6. Click Save

7. Configure Allowed Services:

8. Scroll to the Service Configuration section

9. Click Edit
10. Choose your approach:
    • Allow All Services: Tag all supported services (default)
    • Custom Selection: Select specific services

11. For custom selection, expand service categories and check desired resource types:

    ☑ ec2:instance

    ☑ ec2:volume

    ☑ s3:bucket

    ☑ lambda:function

    ☑ rds:instance

12. Click Save

Step 4: Create Your First Tagging Rule¶

Create a simple rule to tag new EC2 instances:

1. Navigate to Rules in the sidebar
2. Click Add New Rule to create a custom rule

3. Configure the rule:

   Rule Name: tag-ec2-environment

   Conditions: - Service: ec2 - Resource Type: instance

   Actions: - Add Tag: Environment = Production - Add Tag: ManagedBy = TagOps

   Enabled: Yes

   

4. Click Save Rule

Step 5: Configure Scheduled Scanning¶

Enable automatic scanning to discover and tag existing resources:

1. Navigate to Settings → System Settings

2. In the Scan Schedule section:

   • Status: Click Enable
   • Schedule Type: Select Daily
   • Time: Choose a time (e.g., 03:00 AM)
   • Timezone: Select your timezone (e.g., UTC)

3. Click Save Settings

The scan will run automatically at the scheduled time and tag resources according to your rules.

Step 6: View Your Inventory¶

Check the Resource Inventory to see discovered resources:

1. Navigate to Inventory in the sidebar

2. You'll see:

   • Service statistics at the top
   • Filterable table of all resources
   • Tags applied to each resource

3. Use filters to find specific resources:

   • Search by name or ID
   • Filter by service (EC2, S3, etc.)
   • Filter by region
   • Filter by account

Step 7: Upgrade from free trial to paid¶

Subscribe while your trial is still active if you want to keep the same tenant and onboarded account.

1. Go to AWS Marketplace and open the TagOps product page.
2. Click View purchase options.
3. Under the Your offers tab, choose Available to purchase offers.
4. Scroll down and click Subscribe.

You can also check your plan and account limit in the console under Settings → Subscription. See Subscription Management for details on what happens if the trial expires.

Next Steps¶

Congratulations! You've completed the TagOps quick start. Here's what to do next:

Expand Your Tagging Strategy¶

• Create rules with multiple conditions

Add More Accounts¶

• Connect additional AWS accounts to expand your tagging baseline

Manage Your Team¶

• Assign roles and permissions

Optimize Performance¶

• Review best practices