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Set up automation for a client

Connect a client record to their Google Cloud Platform billing account so that DigiTrade can provision and manage cloud infrastructure on their behalf.

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Written by Niyaz

Use the Setting Up Automation tab on a client record to enter the client's GCP account details and work through the four setup stages.

Steps

  1. On the client record, select the Setting Up Automation tab.

  2. In the client billing information, enter the Billing account value.

  3. Enter the GCP Account Email value.

  4. Select 1 Install Terraform.

  5. Follow the Install Terraform link to install Terraform on your local machine.

  6. Select Next to open 2 Install the Google Cloud SDK.

  7. Follow the Install the Google Cloud SDK link to install the SDK.

  8. Authenticate your session by running gcloud auth application-default login.

  9. Select Next to open 3 Configure Instance.

  10. In Advanced settings, select a value for Region.

  11. Use the region picker link to choose a region.

  12. Select a value for Machine type.

  13. Enter a value of at least 10 for File System Disk Size (in GB).

  14. Enter a value of at least 10 for Data Base Disk Size (in GB).

  15. Select Apply.

  16. Select Next to open 4 Initialize.

  17. Select Download ZIP. The generated ZIP archive downloads.

  18. Run terraform init to download the necessary provider plugins.

  19. Run terraform plan -out=tfplan to show the resources Terraform will create.

  20. Review the plan before applying it.

  21. Running terraform apply -auto-approve tfplan builds real infrastructure in the client's GCP account.

  22. Run terraform apply -auto-approve tfplan.

  23. At any stage, select Back to return to an earlier stage.

Configure Instance stage with region, machine type, and disk size settings.
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