Onboarding with OCTO
Get Octo
Now that you’ve chosen Octo as your cost optimization tool, let’s get you started! You have two options to begin: you can get Octo from the AWS Marketplace or directly from our website. Follow the instructions below to get started.
Through AWS Marketplace
1. Go to the AWS Marketplace, search for Octo, your ultimate FinOps companion, and follow the steps indicated after.
Operational Image for Getting Octo at AWS Marketplace
Through our Website
2.1 Visit our website at (https://www.alphaus.cloud/en). Click on Products, select Octo, then click the Login button at the upper right corner of your screen. Finally, since you don’t have an account yet, click Don’t have an account? to sign up and get started.
Operational Image for Getting Octo at the Alphaus website
2.2 Visit our website at https://www.alphaus.cloud/en, navigate to the Products section, select Octo, and book a demo. Once you've completed the demo, you'll receive an exclusive invitation for a private offer.
Operational Image for Getting Octo through a Private Offer
Please note that with the current version, everyone who signs up for Octo will receive 30 days of full access to all its features. If you’d like to discuss pricing options, feel free to contact us at sales@alphaus.cloud for more information.
Setup Account in Octo
Thank you for choosing Octo! We are thrilled to welcome you on board. Let's walk you through the steps to sign up for an account and log in to begin optimizing your cloud costs.
Octo Sign up
To start using Octo, you'll first need to register an account. It's important to note that the first account registered from your company will be designated as the root user. This root user will have the ability to invite team members and assign roles as either an admin or a member. You can sign up using your work email address, or simply continue with your Google or Microsoft account for a quick and easy setup.
Here's what the sign-up page looks like:
Here are three easy ways to sign up for an Octo account and start your journey to cloud cost optimization:
Sign up with your work email address:
First, enter your work email address and create a password. Then, click “Register an account” to proceed to the “Tell me about yourself” page.
You’re almost ready to start using Octo! Just enter your details and click “Next” to continue.
Then, we’d like to understand your primary purpose for using Octo. You can select from the available options or skip this step if you prefer. Afterwards, choose your preferred language, currently we have two available options: Japanese and English. Once you’ve made your selections, click Confirm and Proceed to Octo to continue.
You’re all set! You can now start using Octo! Enjoy the 30-day free trial for you to explore all its features.
Continue with your Google account
If you click Continue With Google, it will direct you to a page where you can sign in with your Google account.
After that, you won’t need to click “Register an account” manually because it will automatically be done and will take you to the “Tell me about yourself” page. From there, you can follow the same steps above to start using Octo.
Continue with your Microsoft account
If you click Continue With Microsoft, it will take you to a page where you can sign in with your Microsoft account.
Similar to registering with Google, you won’t need to click “Register an account” manually. This will be done automatically, and you will be directed to the “Tell me about yourself” page. From there, you can simply follow the same steps outlined above to start using Octo.
Octo Login
Now that we have learned how to sign up an account, let’s proceed to logging in to Octo. There are different ways to log in to Octo. You can either log in manually or use your social accounts (Google or Microsoft) for a quicker sign-in process.
This is what your login page will look like:
Manual Login
Logging in to Octo manually means typing your email/ user ID and password to access your account.
Log in through socials
You can log in by clicking Continue with Google.
You can log in by clicking Continue with Microsoft.
Register CSP Accounts
In Octo, registering your cloud service provider account(s) is necessary as it allows Octo to retrieve and process your cost and usage data. Note that it can take up to 24 hours to collect your data from your CSP account before it can be displayed in Octo.
As of now, Octo supports AWS, Microsoft Azure, and GCP vendors. Only the admin users are authorized to register accounts in Octo.
Register AWS Account
There are two ways to register your AWS account in Octo. You can do it through the AWS console or by using the Terraform module.
Register Microsoft Azure account
Registering your Azure account with Octo involves three steps. Click here to register your Azure account.
Register GCP account
For a step-by-step guide on how to register your GCP account, click here.
Create Cost Groups
After registering all your accounts in Octo, you can finally make the most of its features, starting with Cost Groups. This particular feature provides you with a customized view of your cloud costs and usage. It allows you to break down your cloud expenses and see a detailed view of your spending. This feature is only available to admin users in your Octo organization.
By default, there will be a cost group named “All Accounts” but you can also add as many as you want as long as you are an administrator.
Go to Cost Groups to learn more.
Set up Your Dashboard
Now that your cost groups are ready, you can now set up your dashboard. The dashboard allows you to visualize your reports effectively and share your insights with your team.
Follow these steps to customize your dashboard:
To start setting up your dashboard, click + ADD WIDGETS.
Browse through the available widgets and choose one that you want to include in your layout. Click + ADD TO DASHBOARD to add that widget.
Select the relevant Cost Group from which you want to pull data, then click SELECT.
Simply drag and drop the widget onto your dashboard and position it exactly where you want it to be.
If you want to add more widgets, click OPEN WIDGET LIST and repeat steps 2 to 4.
Once you’re satisfied with your customized layout, click SAVE LAYOUT to save your changes.
You will now see your personalized layout in your dashboard, providing you with a comprehensive overview of your data. When you create a report, you will also be prompted to customize the dashboard layout of that report. For a detailed guide in setting up your reports and dashboard, click here.
Set Alerts and Notification Channels
Now that your dashboard provides a clear visualization of your data, it’s time to configure your alerts and notification channels. Start by setting up a notification channel to receive updates effectively. Once that’s in place, you can proceed to customize your alerts.
Invite Team Members
To invite your team to Octo, just go to More > Management > Member. Then, click on invite a new member.
You can add multiple members all at once, you just need to separate each email address with a comma. There is also an option where you can add them as an administrator. To finish, click SEND INVITE. Now, you just have to wait until your team member accepts the invitation you sent.