Install ScaleArc on AWS

You can deploy ScaleArc in one of two ways on AWS:

  1. Using the private image - AMI (Amazon Machine Image) on the AWS console
  2. Using the public image - from the AWS marketplace

Click here to install ScaleArc on AWS in an HA configuration. Note that the portal view may differ slightly from the screenshots included in this section.

Private AMI (Amazon Machine Image) deployment

Prerequisites

You need the following to get started:

Note: Co-locate the ScaleArc VM in the same region as the database servers in the cloud to minimize network latency.

Create a virtual machine 

Use the ScaleArc image from the AWS Marketplace to create a new virtual machine. 

  1. Locate https://aws.amazon.com/console/
  2. Log in to the AWS management console
    AWS_management_console.png

  3. Open the Amazon EC2 console.
    EC2_console.png

  4. Select the region for the instance. Notice that the default is the current region. Choosing a region is important because the resources such as AMI ID, instance ID, Elastic IP address, EBS volume ID, security group or key pair name, are regional. The AMI is tied to the region where its files are located within Amazon S3.
    Select_region.png


  5. Navigate to the AMIs.
    AMIs.png

  6. Review the AMIs. These may be private AMIs that you own or private AMIs that have been shared with you.
    Review_AMIs.png

  7. Filter the required ScaleArc AMI and click Launch.
    Launch_ScaleArc_AMI.png

Configure the virtual machine

  1. Select the VM instance size. Here you can find the minimum requirements for deploying ScaleArc on AWS. Refer to AWS documentation for each instance size and type. For this demonstration, we are using m4.xlarge, which is the recommended size.
    m4.xlarge.png

  2. To configure the instance details, first choose the VPC that can access your database servers.
    choose_VPC.png

  3. Next, enable public IP for assigning public IP address to the VM. Click on "Next: add storage."
    enable_public_IP.png

  4. AMI by default comes with 40G OS disk, and 100G data disk for logging.  If needed, attach additional EBS volumes and instance store volumes to your instance. 
    Add_storage.png

  5. Give instance a tag to identify with filters.
    Tag_instance.png

  6. Configure the Security Group. Security groups are like firewalls; they have rules to allow specific traffic to reach your instance. You can create a new security group or select from an existing one. ScaleArc requires SSH, HTTP and HTTPS as default ports to function.
    Security_group.png

  7. Review the details for VM and click Launch.
    Review_details_and_launch.png

  8. Select one of your existing key pairs or create a new key pair. Click Launch Instances to initiate the launching process. 
    Select_existing_key_pairs.png

  9. Click View Instances to take you to the management console. 
    View_instances.png

  10. Click Instances (left menu) in the management console to sort by "instance state" and locate your instance.
    locate_your_instance.png

  11. Launch your VM instance. Then, copy the DNS address.
    copy_DNS_address.png
     
  12. Open the Public DNS or Public IP from a web browser as described in ScaleArc Appliance Console Login. Skip to Step 4 as the ScaleArc appliance IP address is the same as the assigned VM public IP address obtained from the previous step.
     
  13. Successful authentication should load the Welcome screen. You are now ready to Initialize ScaleArc.

Deploy ScaleArc public image from the AWS marketplace

Prerequisite

You need the following to get started:

Create a virtual machine

  1. Navigate to the AWS marketplace at https://aws.amazon.com/marketplace/
    AWS_marketplace.png
     
  2. Search for the required ScaleArc image from the AWS marketplace. Click an option.
    Search_marketplace.png
     
  3. Select the region for the instance according to the pricing detail for your region. Notice that the default is the current region. Choosing a region is important because the resources such as Instance ID, Elastic IP address, EBS volume ID, security group, or key pair name, are regional. Click Continue. 
    Select_region_for_the_instance.png

     

Configure the virtual machine

  1. Log in to the AWS account.
    Log_in_to_AWS.png
     
  2.  If you had not selected a region earlier, select one now. Choose the appropriate VPC type.
    Choose_region_and_VPC_type.png
     
  3. Configure Security Group. Security groups are like firewall, with rules to allow specific traffic to reach your instance You can create a new security group or select from an existing one. ScaleArc requires SSH, HTTP, and HTTPS as default ports to function.
    Configure_securiy_groups.png
     
  4. Select one of your existing key pairs or create a new key pair. 
    Select_key_pairs.png
     
  5. Select the VM instance size. Here you can find minimum requirements for ScaleArc on AWS. Refer to AWS documentation for each instance size and type. For this demonstration, we are using m4.xlarge, which is the recommended size.
    Select_vm_instance_size.png
     
  6. Finally, click Launch Instance.
    Launch_Instance.png
     
  7. Click on AWS Management Console to access the instance you created.
    Access_instance.png
     
  8. Click Instances in the left menu.
    View_instances_menu.png
     
  9. Sort the instances by instance state. Initially, the new instance is in the "initializing" state.
    Sort_instances.png
     
  10. Click the name column and enter a name for the new instance. 
    Name_instance.png
     
  11. Copy the assigned public IP address to access the VM.
    Copy_the_assigned_public_IP_address.png

  12. Open the Public DNS or Public IP from a web browser as described in ScaleArc Appliance Console Login. Skip to Step 4 as the ScaleArc appliance IP address is the same as the assigned VM public IP address obtained from the previous step.
     
  13. Successful authentication should load the Welcome screen. You are now ready to Initialize ScaleArc.

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