If you connected Tackle to your AWS using our legacy Marketplace connection stack, follow this guide to upgrade to our newest experience so you can take advantage of all of the latest features and functionality.
Is my connection ready to upgrade?
This article describes a feature in limited release. To find out of your AWS connection can be upgraded, sign in to your Tackle account and click Integrations in the left menu, locate the AWS card, and click Configure. If you see a message titled “Action required: Your AWS connection needs an upgrade,” follow the steps in this guide.
Access your AWS marketplace connection wizard
Each step of the process to connect your Tackle account to AWS is outlined in a handy wizard in your Tackle account. Here’s how to access it:
Sign in to Tackle using an account with administrator privileges, then click Integrations in the left menu.
Find the card for your AWS integration and click Configure.
On your AWS configuration page, you’ll see five drop-down items for the five steps you’ll need to take to upgrade your connection. You can click each step to expand it.
Important:
To follow this guide, you must have AWS administrator permissions. Each step requires AWS Admin permissions to manage CloudFormation stacks and IAM resources.
Step 1: Update SDDS CloudFormation Stack
Your Tackle account uses three account-specific SDDS resources to connect to AWS — your S3 bucket, KMS key, and SNS topic. In this step we’ll prepare those resources to migrate to the new connection by applying a policy ("DeletionPolicy: Retain") to ensure they aren’t deleted when we remove the old stack.
Click to expand Step 1 of your upgrade wizard, then click the link to AWS CloudFormation console to access your AWS CloudFormation console.
Sign in to your AWS account with administrator permissions, if you haven’t already. In your list of stacks, find your existing SDDS Stack, which is typically named
sdds-resources. Then, click click on the stack name to open its details.On the Stack info tab, copy the Stack ID (e.g.,
arn:aws:cloudformation:us-east-1:123456789012:stack/sdds-resources/a1b2c3d4-...).Return to your Tackle connection wizard and paste this value into the SDDS Stack ID field in Step 1.
Click Update stack. This will launch the AWS CloudFormation "Update stack" wizard in a new tab.
Prepare template: The template is pre-filled. Click Next.
Specify stack details: All parameters are pre-filled. Click Next.
Configure stack options: No changes are needed. Click Next.
Review: Scroll to the bottom to the Capabilities section. Check the box acknowledging that AWS CloudFormation might create IAM resources.
When you’re finished, Click Submit. Then, wait in the AWS console until the stack's status changes from
UPDATE_IN_PROGRESStoUPDATE_COMPLETE.
Step 2: Delete SDDS CloudFormation Stack
Now that the resources are protected by the "Retain" policy, you can safely delete the old CloudFormation stack. The resources we protected in Step 1 won’t be deleted — instead, they’ll remain in your account to be used when we install the new stack in Step 4.
Click to expand Step 2 of your upgrade wizard, then click Go to stack. This will take you directly to your
sdds-resourcesstack in the AWS console.In the Stack Info tab, make sure that the status is
UPDATE_COMPLETE, from the previous step.Click Delete in the top right corner, then click Delete again to confirm. Wait for the stack status to change to
DELETE_COMPLETE. You can now close this AWS tab.
Step 3: Create Tackle resource stack
This step deploys the new, foundational Tackle-Resources stack. This minimal stack creates the necessary IAM role for Tackle to communicate with your account and coordinates the rest of the upgrade.
Click to expand Step 3 of your upgrade wizard, then click Create stack. This launches the AWS CloudFormation "Quick create stack" wizard in a new tab.
Scroll to the bottom of the page to the Capabilities section and check the box acknowledging that AWS CloudFormation might create IAM resources.
Then click Create stack. Then, wait in the AWS console until the new Tackle-Resources stack status changes to
CREATE_COMPLETE(about 5 minutes).
Step 4: Import SDDS resources
You will now import the s3 bucket, KMS key, and SNS topic that you protected in Step 1 into the new Tackle-Resources stack, placing them under its management.
Click to expand Step 4 of your upgrade wizard, then click to copy the Template URL from the first field.
Click Import resources. This will open the AWS Marketplace in a new tab.
Click Next, then paste the Template URL you just copied into the Amazon S3 URL field on the Specify Template page. When you’re finished, click Next.
On the next page, you will see a list of identifier fields from your AWS account. Copy and paste each of the following values from Step 4 of your Tackle upgrade wizard into the corresponding fields in AWS.
Paste the first value from Tackle, “TackleSDDSBucketPolicy and TackleSDDSBucket”, into both the
TackleSDDSBucketPolicyfield and theTackleSDDSBucketfield in AWS.Paste the second value from Tackle, “TackleKMSKey”, into the
TackleKMSKeyfield in AWS.Paste the third value from Tackle, “TackleSDDSTopic”, into the
TackleSDDSTopicfield in AWS.
When you’re finished, click Next, then click Next again.
Wait for your AWS to finish loading your change set, then when it’s ready click Import resources.
Wait in the AWS console until the Tackle-Resources stack status changes to
IMPORT_COMPLETE.
Step 5: Finalize connection to AWS
The final step updates the Tackle-Resources stack one last time to deploy all the remaining components of the new AWS integration. This completes the setup.
Click to expand Step 5 of your upgrade wizard, then click Finalize connection. This launches the AWS CloudFormation "Update stack" wizard for your Tackle-Resources stack.
Prepare template: The template is pre-filled. Click Next.
Specify stack details: All parameters are pre-filled. Click Next.
Configure stack options: No changes are needed. Click Next.
Review: Scroll to the bottom to the Capabilities section. You must check all the boxes acknowledging the creation of IAM resources.
When you’re finished, click Submit. This final update will add several new resources to your stack. Wait for the stack status to change to
UPDATE_COMPLETE.
Once complete, the upgrade is finished! The Tackle UI will update, and your connection is now fully migrated. Your existing SDDS configuration has been automatically carried over.