Deploy in AWS

This article outlines the procedure for deploying the Delphix Engine on AWS, using the Delphix Marketplace Image or Amazon Machine Image (AMI).

If you are deploying a Delphix Elastic Data engine on AWS S3, read Elastic Data Engines (object storage) and AWS object storage setup before deployment.

Install an AMI

Use the Delphix-supplied AMI file to install the Delphix Engine.

1. On the Delphix download site, select the AMI to be shared and accept the Delphix License agreement. Alternatively, use a link provided by the organization's Delphix solutions architect.

2. On the Amazon Web Services Account Details form presented:

   1. Enter the AWS Account Identifier. To use the GovCloud AWS Region, be sure to enter the ID for the AWS Account which has GovCloud enabled.

   2. Select which AWS Region that the AMI will be shared in. For an AMI shared in a different region, contact the organization's Delphix account representative to make the proper arrangements.

3. Click Share. The Delphix Engine will appear in the list of AMIs in AWS momentarily.

Subscribe to the Delphix virtualization engine marketplace image

1. Log in to the AWS Console at https://aws.amazon.com/console.

2. Navigate to the AWS Marketplace.

3. In the Search field, enter Delphix.

4. Select the Delphix DevOps Data Platform for AWS. Select the appropriate offer based on the data you will ingest into the Delphix platform.

5. Review the information on the initial Marketplace page and click Continue to Subscribe.

6. Review the software subscription terms and select Accept Terms (or Accept Software Terms). Your subscription will take a few minutes to become active.

7. Once subscription approval completes, click Continue to Configuration.

8. Select your Fulfillment option (AMI), Software version, and Region, then click Continue to Launch.

9. Under Choose Action, select Launch instance from AMI (or Launch through EC2) and click Launch. You will be redirected to the AWS EC2 Launch an instance console.

Launch the Delphix engine

You can launch the Delphix Engine using either a shared AMI or an AWS Marketplace subscription:

• From a shared AMI: In the AWS EC2 Console, navigate to AMIs, select Private AMIs from the filter dropdown, select the shared Delphix AMI, and click Launch instance from AMI.
• From AWS Marketplace: Complete the subscription steps above to open the AWS EC2 Launch an instance console.

On the AWS EC2 Launch an instance page, configure the deployment settings in each section:

1. In the Name and tags section, enter a descriptive name for the Delphix Engine in the Name field (for example, delphix-engine-prod).

2. In the Application and OS Images (Amazon Machine Image) section, verify that the Delphix Engine AMI or Marketplace image is selected.

3. In the Instance type section, select an instance type that meets Delphix requirements. For supported memory-optimized instance families and sizing guidelines, see Virtual machine requirements for AWS platform.

4. In the Key pair (login) section, under Key pair name, select Proceed without a key pair (or select an existing key pair if required by your organizational policy). If proceeding without a key pair, select the I acknowledge checkbox when prompted.

5. In the Network settings section, select Edit to configure network parameters:

   1. VPC – Select the VPC into which the instance will be deployed.

   2. Subnet – Select the Subnet into which the instance will be deployed.

   3. Auto-assign Public IP – Select Disable. The Delphix Engine requires a static IP address. (If public access is required, allocate and assign an AWS Elastic IP to the instance after launch before connecting to the engine).

   4. Firewall (security groups) – Select an existing security group that meets Delphix requirements or create a new security group. The security group must allow access to all networking ports required by the Delphix Engine and connected database sources/targets. For specific port requirements, see General network and connectivity requirements.

   5. Advanced network configuration / Network Interfaces (Eth0) – Under Primary IP, enter a static private IP address within the subnet CIDR block.

6. In the Configure storage section, configure root and data storage volumes:

   1. Root volume (OS): By default, the Delphix Virtualization instance includes a 127GB system volume. Ensure that this volume is set to General Purpose SSD (GP2 or GP3) for traditional block storage engines, or GP3 for Elastic Data engines.

   2. Data storage volumes: Select Add new volume for each required data storage device based on your deployment architecture:

      • Traditional Block storage engines: Use the Delphix Virtualization Engine Storage Calculator for AWS.xlsx to determine required storage capacity and IOPS. Repeat Add new volume to add all calculated EBS storage volumes (a minimum of four equally sized data disks is recommended for the storage pool, in addition to the 127GB root volume).

        For example, if your inventory includes three source databases (ERP Oracle at 1000 GB, CRM Oracle at 500 GB, and HR SQL Server at 200 GB), each with 5 virtual copies and a 14-day snapshot retention period, the calculator estimates a total data storage requirement of 5000 GB and indicates adding four (4) EBS Provisioned IOPS volumes, each sized at 1250 GB with 1000 IOPS (in addition to the 127 GB root OS volume). Enter 1250 into the AWS console's Size (GiB) field for each disk.

        This calculator is only for estimating the anticipated storage size and IOPS needs. A manual adjustment may be required prior to or after launch depending on storage and performance needs.

      • Elastic Data Engines (S3 object storage): Add EBS volumes as cache storage according to the sizing guidelines in AWS object storage setup. GP3 volume types are recommended for cache storage (io2 volume types can also be used if lower latency is required for your workload).

   3. Volume parameters: For each added EBS data volume, set parameters as follows:

      1. Volume Type – Select General Purpose SSD (GP3/GP2) or Provisioned IOPS SSD (IO1/IO2) as calculated for block engines, or GP3/io2 for Elastic Data cache.

      2. Size (GiB) & IOPS – Enter the volume size in the AWS console's GiB field and set IOPS according to the storage calculator estimation (for block engines) or cache sizing guidelines (for Elastic Data engines).

      3. Delete on Termination – Optional. To ensure data volumes persist in your AWS account if the EC2 instance is terminated, clear (uncheck) the Delete on Termination checkbox for each data volume. Note that retained EBS volumes will continue to incur AWS storage charges until manually deleted.

      4. Encrypted – Optional. Encryption at creation is supported for EBS storage volumes (note that EBS volume encryption can have performance implications; evaluate your workload requirements before enabling encryption).

7. In the Advanced details section, expand the section to configure instance management settings:

   1. Purchasing option: Leave Request Spot Instances unchecked. Delphix requires a standard on-demand instance.

   2. Enable termination protection: Set to Yes (enabled) to prevent accidental termination of the Delphix Engine instance.

   3. IAM instance profile: Select an IAM instance profile if required for role-based AWS S3 object storage access (Elastic Data engines). For details on S3 role policies, see AWS object storage setup.

   4. Tenancy: Leave set to Shared (default).

   5. Shutdown behavior: Set to Stop.

   6. Placement group: Optional. The default is No placement group.

   7. EBS-optimized instance: Enabled by default on supported instance types.

8. In the Summary panel:

   1. Set Number of instances to 1.

   2. Verify that your instance configuration, network parameters, and storage configuration (disk count, volume sizes, and IOPS) match the estimations from the storage calculator or sizing guidelines, then click Launch instance.

9. Select View all instances to monitor launch progress. Wait for the instance state to show as running, then wait until the Delphix Engine accepts web connections; initial engine setup can take up to 15 minutes.

Configure the Delphix engine

1. Connect to the running Delphix instance with a web browser. Use the IP address or DNS name noted in the Instance Description.

2. Upon successful connection, the browser will automatically redirect to the Delphix Setup Page.

3. Refer to the standard product deployment instructions to complete the Delphix deployment. 

Log in for the first time

On the first time log in to the Delphix Engine, follow these steps:

1. Enter the default Administration User: sysadmin.

2. Enter sysadmin for the password (when installing a new engine via AWS AMI, the initial sysadmin password is the AWS Instance ID).
   You can find the <Instance ID> in the Instances section of the AWS EC2 Management Console.

3. Once redirected, enter the following as prompted:

   1. Email address for the admin account.

   2. A new password. This password will be used for the Engine Administrator with the username "admin".

   3. Confirm the new password. From now on, this is the password used to log in to the Delphix Engine Administrator interface to manage Datasets.

4. Click Continue.

Next steps

Congratulations! The Delphix Virtualization Engine should be successfully deployed in AWS.

Use Delphix documentation to learn how to:

• Configure the database source

• Configure target environments

• Create virtual databases (VDBs)