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AWS Deployment

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Follow the steps below to deploy Chef Automate High Availability (HA) on AWS (Amazon Web Services) cloud.

Install Chef Automate HA on AWS


  • Virtual Private Cloud (VPC) should be created in AWS before starting or use default. Reference for VPC and CIDR creation

  • Get AWS credentials (aws_access_key_id and aws_secret_access_key) which have privileges like: AmazonS3FullAccess, AdministratorAccess, AmazonAPIGatewayAdministrator.
    Set these in ~/.aws/credentials in Bastion Host:

    sudo su -
    mkdir -p ~/.aws
    echo "aws_access_key_id=<ACCESS_KEY_ID>" >> ~/.aws/credentials
    echo "aws_secret_access_key=<SECRET_KEY>" >> ~/.aws/credentials
  • Have DNS certificate ready in ACM for 2 DNS entries: Example:, Reference for Creating new DNS Certificate in ACM

  • Have SSH Key Pair ready in AWS, so new VM’s are created using that pair. Reference for AWS SSH Key Pair creation


Run the following steps on Bastion Host Machine:

  1. Switch to sudo using the following command:
sudo su -
  1. Download Chef Automate CLI
curl | gunzip - > chef-automate && chmod +x chef-automate | cp -f chef-automate /usr/bin/chef-automate
  1. Download the Airgapped Bundle and the latest Bundle using the following command:
curl -o latest.aib

Download the specific version of the bundle using the following command (for example : version: 4.0.91):,

curl -o automate-4.0.91.aib
  1. Generate init config and generate it for existing infra structure using the following command:
chef-automate init-config-ha aws
  1. Update Config with relevant data.
vi config.toml
  • Give ssh_user which has access to all the machines. Example: ubuntu
  • Give ssh_key_file path, this should have been download from AWS SSH Key Pair which we want to use to create all the VM’s. Thus, we will be able to access all VM’s using this.
  • Set backup_config to "efs" or "s3"
  • If backup_config is s3 then set s3_bucketName to a Unique Value.
  • Set admin_password which you can use to access Chef Automate UI for user admin.
  • Don’t set fqdn for this AWS deployment.
  • Set instance_count for Chef Automate, Chef Infra Server, Postgresql, OpenSearch.
  • Set AWS Config Details:
    • Set profile, by default profile is "default"
    • Set region, by default region is "us-east-1"
    • Set aws_vpc_id, which you had created as Prerequisite step. Example: "vpc12318h"
    • If AWS VPC uses CIDR then set aws_cidr_block_addr.
    • If AWS VPC uses Subnet then set private_custom_subnets and public_custom_subnets Example: example : ["subnet-07e469d218301533","subnet-07e469d218041534","subnet-07e469d283041535"]
    • Set ssh_key_pair_name, this is the SSH Key Pair we created as Prerequsite. This value should be just name of the AWS SSH Key Pair, not having .pem extention. The ssh key content should be same as content of ssh_key_file.
    • Set setup_managed_services as false, As these deployment steps are for Non-Managed Services AWS Deployment. Default value is false.
    • Set ami_id, this value depends on your AWS Region and the Operating System Image you want to use.
    • Please use the Hardware Requirement Calculator sheet to get information for which instance type you will need for your load.
    • Set Instance Type for Chef Automate in automate_server_instance_type.
    • Set Instance Type for Chef Infra Server in chef_server_instance_type.
    • Set Instance Type for OpenSearch in opensearch_server_instance_type.
    • Set Instance Type for Postgresql in postgresql_server_instance_type.
    • Set automate_lb_certificate_arn with the arn value of the Certificate created in AWS ACM for DNS entry of
    • Set chef_server_lb_certificate_arn with the arn value of the Certificate created in AWS ACM for DNS entry of
    • Set automate_ebs_volume_iops, automate_ebs_volume_size based on your load needs.
    • Set chef_ebs_volume_iops, chef_ebs_volume_size based on your load needs.
    • Set opensearch_ebs_volume_iops, opensearch_ebs_volume_size based on your load needs.
    • Set postgresql_ebs_volume_iops, postgresql_ebs_volume_size based on your load needs.
    • Set automate_ebs_volume_type, chef_ebs_volume_type, opensearch_ebs_volume_type, postgresql_ebs_volume_type. Default value is "gp3". Change this based on your needs.
  1. Confirm all the data in the config is correct using the following command:
cat config.toml
  1. Run Provision Command
chef-automate provision-infra config.toml --airgap-bundle latest.aib

Use the specific version of Chef Automate, example: automate-4.0.91.aib

chef-automate provision-infra config.toml --airgap-bundle automate-4.0.91.aib
  1. Run deploy command and deploy latest.aib with set config.toml.
chef-automate deploy config.toml --airgap-bundle latest.aib

Deploy the specific version of the Chef Automate, example: Deploy automate-4.0.91.aib with set config.toml

chef-automate deploy config.toml --airgap-bundle automate-4.0.91.aib
  1. After Deployment is done successfully check the status of Chef Automate HA services using the following command:
chef-automate status
  1. Check Chef Automate HA deployment information, using the following command:
chef-automate info
  1. Set DNS entries:

DNS should have entry for and pointing to respective Load Balancers as shown in chef-automate info command.

  1. Check if Chef Automate UI is accessible by going to (Domain used for Chef Automate)

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