Configuration Management Tool

How to setup Chef Automate on AWS

Chef Automate

Chef Automate is an enterprise platform that allows developers, operations and security engineers to collaborate effortlessly on delivering application & infrastructure changes at the speed of business. To setup Checf Automate, follow the following steps below.

Navigate to the URL 
and select Create Chef Automate Server

AWS setup

Step 1: Now select the region and enter the Chef Server Automate Instance (server) name and

– Select the Instance type too.

Chef Automate installation

Step 2: Select an SSH Key
No room to create a new key (either you select you don’t want to connect using SSH or you select an existing SSH key).

AWS Chef Automate configuration

Step 3: Select the right VPC, Subnet, associate the right EIP, security group.
– Create a service role if non-exists at the moment

Chef Automate

“AWS OpsWorks for Chef Automate needs your permission to create an IAM service role that allows us to perform actions in AWS CloudFormation, Amazon EC2, Amazon EC2 Simple Systems Manager, and Amazon S3. By continuing, you are allowing us to create a new role to work with these services.” Create an Instance Profile

AWS setup

“AWS OpsWorks for Chef Automate needs your permission to create an instance profile that allows us to perform actions in Amazon S3, and communicate with a Chef server by using Amazon EC2 Simple Systems Manager (SSM). By continuing, you are allowing us to create a new role to work with these services.”

Select your maintenance Windows to allow AWS OpsWork to install Updates for Chef Automate minor versions or security packages.

AWS Chef Automate configuration

Note: Weekends are always better to have this performed. (select whatever time suits you).

For AWS OpsWorks Backup: AWS OpsWorks supports two ways to back up your Chef Automate server: manual or automated. Backups are uploaded to your Amazon S3 bucket. If you ever need to restore your Chef Automate server, you can restore it by applying your chosen backup.

When you choose yes to Enable automated backup, these options below are available

Number of generations to keep: 30 is usually okay but this depends on your organization policy.

Step 4: Review and Launch: open its Properties page in the AWS OpsWorks for Chef Automate console. The page below will be prompted to show the progress bar of the AWS OpsWork for Chef Automate creation.

Note: Make sure you download the following before your server is online. The download buttons are not available after a new server is online.

Finally, this message will appear on the dashboard stating your Chef Automate Server is successfully launched

Note: The created role will appear in the IAM section under roles as shown below

Now Access the URL (dashboard) of Chef Automate and perform all necessary configurations etc. as shown below

Note: Ensure you have the ChefDK downloaded and Installed on your local PC from

Otherwise, you cannot work with Chef Automate with Windows 10. See how to install ChefDk on Windows in the next page

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