AWS Identity and Access Management (IAM)

If you use Toolkit for .NET Refactoring with a license included Visual Studio Amazon Machine Image (AMI) on Amazon EC2, you can use the refactoringtoolkit-RefactoringToolkitCallerRole without providing credentials or modifying configuration files. For more information, see Install Toolkit for .NET Refactoring in this guide.

If you are not using Toolkit for .NET Refactoring with Amazon EC2 or if you prefer to create a user and assign roles to the user, follow the steps in this section to create the user, create access keys, and configure your AWS profile.

Sign up for an AWS account

If you do not have an AWS account, complete the following steps to create one.

To sign up for an AWS account

1. Open https://portal.aws.amazon.com/billing/signup.

2. Follow the online instructions.

   Part of the sign-up procedure involves receiving a phone call and entering a verification code on the phone keypad.

   When you sign up for an AWS account, an AWS account root user is created. The root user has access to all AWS services and resources in the account. As a security best practice, assign administrative access to a user, and use only the root user to perform tasks that require root user access.

AWS sends you a confirmation email after the sign-up process is complete. At any time, you can view your current account activity and manage your account by going to https://aws.amazon.com/ and choosing My Account.

Create a user with administrative access

After you sign up for an AWS account, secure your AWS account root user, enable AWS IAM Identity Center, and create an administrative user so that you don't use the root user for everyday tasks.

Secure your AWS account root user

1. Sign in to the AWS Management Console as the account owner by choosing Root user and entering your AWS account email address. On the next page, enter your password.

   For help signing in by using root user, see Signing in as the root user in the AWS Sign-In User Guide.

2. Turn on multi-factor authentication (MFA) for your root user.

   For instructions, see Enable a virtual MFA device for your AWS account root user (console) in the IAM User Guide.

Create a user with administrative access

1. Enable IAM Identity Center.

   For instructions, see Enabling AWS IAM Identity Center in the AWS IAM Identity Center User Guide.

2. In IAM Identity Center, grant administrative access to a user.

   For a tutorial about using the IAM Identity Center directory as your identity source, see Configure user access with the default IAM Identity Center directory in the AWS IAM Identity Center User Guide.

Sign in as the user with administrative access

• To sign in with your IAM Identity Center user, use the sign-in URL that was sent to your email address when you created the IAM Identity Center user.

  For help signing in using an IAM Identity Center user, see Signing in to the AWS access portal in the AWS Sign-In User Guide.

Assign access to additional users

1. In IAM Identity Center, create a permission set that follows the best practice of applying least-privilege permissions.

   For instructions, see Create a permission set in the AWS IAM Identity Center User Guide.

2. Assign users to a group, and then assign single sign-on access to the group.

   For instructions, see Add groups in the AWS IAM Identity Center User Guide.

Create access keys for your user

Users need programmatic access if they want to interact with AWS outside of the AWS Management Console. The way to grant programmatic access depends on the type of user that's accessing AWS.

To grant users programmatic access, choose one of the following options.

Which user needs programmatic access?	To	By
Workforce identity (Users managed in IAM Identity Center)	Use temporary credentials to sign programmatic requests to the AWS CLI, AWS SDKs, or AWS APIs.	Following the instructions for the interface that you want to use. For the AWS CLI, see Configuring the AWS CLI to use AWS IAM Identity Center in the AWS Command Line Interface User Guide. For AWS SDKs, tools, and AWS APIs, see IAM Identity Center authentication in the AWS SDKs and Tools Reference Guide.
IAM	Use temporary credentials to sign programmatic requests to the AWS CLI, AWS SDKs, or AWS APIs.	Following the instructions in Using temporary credentials with AWS resources in the IAM User Guide.
IAM	(Not recommended) Use long-term credentials to sign programmatic requests to the AWS CLI, AWS SDKs, or AWS APIs.	Following the instructions for the interface that you want to use. For the AWS CLI, see Authenticating using IAM user credentials in the AWS Command Line Interface User Guide. For AWS SDKs and tools, see Authenticate using long-term credentials in the AWS SDKs and Tools Reference Guide. For AWS APIs, see Managing access keys for IAM users in the IAM User Guide.

Configure your AWS profile

After you have created a user, you can configure your AWS named profile to apply settings and credentials to be applied when you run commands.

Configure AWS profile in the assessment tool

1. In the Toolkit for .NET Refactoring assessment tool, navigate to Set up Toolkit for .NET Refactoring.

2. Choose Add a profile under AWS named profile.

3. Enter your new Profile name, AWS access key ID, and AWS secret access key.

4. Choose Add.

Configure AWS profile using the AWS CLI

1. Run the following AWS CLI command to create a profile for Toolkit for .NET Refactoring. The profile is named default in the credentials file.

   aws configure

2. For each prompt, enter the corresponding information.

   • AWS Access Key ID

   • AWS Secret Access Key

   • Default region name (For example, us-west-2)

   • Default output format

3. After you configure the profile using the AWS CLI, Toolkit for .NET Refactoring will display the default profile under AWS named profile on the Set up Toolkit for .NET Refactoring page of the assessment tool.

For more information about configuring the AWS CLI, see Configuring the AWS CLI in the AWS CLI User Guide.