AWS Cloud Setup

dex provides a pre-configured CloudFormation template that automates cloud configuration. This guide walks you through each step of the setup.

To establish a secure and functional integration between dex and your AWS account, the following resources need to be created:

• Two dedicated S3 buckets: one for storing data, the other for metadata

• Two Athena workgroups: one for production, and another for development

• One IAM user or role: to allow dex to write data to your cloud storage

Before running the CloudFormation template, confirm your AWS region. This determines where your buckets will be created. If your organization doesn’t have a preferred region, we recommend using us-east-1.

Access the CloudFormation Console

Step 1: Create the Stack

1. Go to the AWS CloudFormation Console and click Create Stack.

2. Under Prepare template, select Choose an existing template.

3. For Template source, choose Amazon S3 URL.

4. Enter the following S3 URL for the deX CloudFormation template:

https://dex-public-assets.s3.us-east-1.amazonaws.com/cloudformation/dex_roles.yaml

This will load the dex automation script and prepare it for configuration.

Step 2: Specify Stack Details

• In Stack name, enter a name to identify this setup—for example, dex-setup.

Under Parameters:

• CreateDexUser: Select True to create an IAM user in your AWS account. This user will be used by dex Automation to write data to your cloud. These credentials will never be stored by deX.

• InstallationID: Enter the unique ID displayed in your deX workspace during the cloud connection step

If you choose to create the IAM manually, contact dex Support after setup to complete the integration

Step 3: Configure Stack Options

This step allows for advanced configuration, but for most users, the defaults are sufficient. However, we recommend reviewing these two settings to ensure a clean rollback in case of failure.

Under Stack failure options:

• Set Behavior on provisioning failure to Roll back all stack resources

• Set Delete newly created resources during a rollback to Use deletion policy

Step 4: Review and Create

Review all the information entered in the previous steps. Once confirmed, click Create Stack to begin provisioning the resources.

If your stack creation fails, reach out to dex Support for assistance.

Step 5: Finalize the Setup in deX

Go to the Outputs tab in your new stack and locate the Access Key ID and Secret Access Key. Copy and paste these credentials into the corresponding fields in the dex platform to complete the connection.