N2WS Install Guide

To claim your AWS credit, you need to complete your CPM install. Learn how in this step-by-step video or follow the guide below.

Play button - watch our quick 'explainer' video

Schedule automated backups and disaster recovery for your AWS EC2 instance with CPM.

Snapshot vaults

Installing CPM in just 5 Steps.

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1. Create a New Policy

In your EC2 console, go to IAM to create a policy. Create a new policy. Add the JSON permissions, which you can get from this KBA. Review the policy, give it an easy-to-remember name, like “N2WSCPM”, and create the policy.

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2. Create a Role for CPM

You need to create a role to assign that policy file to. Create a role for EC2. From the drop down options select, “Allows EC2 instances to call AWS services on your behalf”. Assign the permissions policy that you just created, “N2WS Policy”. Give this role an easy-to-remember name like, “N2WS CPM Role”. Create the role.

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3. Install from the AWS Marketplace

First, launch your instance. Then, from the sidebar, visit the AWS Marketplace, search for “N2WS” and select the Free Trial BYOL edition. From there you can configure your instance details following the steps below.

Instance Size:

The instance type T-2 small is perfectly fine for the free edition. To determine the optimal instance size, read this KB article.

VPC Settings:

CPM needs the ability to reach AWS endpoints and to get out to the internet. If you prefer other methods like VPN or IP tunneling, that’s fine too.

Security Groups:

You can let CPM create a security group and open up the proper IP protocols and also the ports as well (in case you need to SSH into that machine).

Key Pair:

Finally, create or choose a key pair to authenticate. Now you have everything you need to launch this instance into your EC2 console.

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4. Access & Validate CPM

Select the CPM instance to grab the public IP address. Copy the IP address and paste it into a new browser tab. It will tell you that your connection is not secure. That’s fine because we’re using a self-signed certificate to access the page. So just add an exception and the page will load. Then you’ll need to copy the instance ID and paste it into the dialogue window to validate.

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5. Set credentials & configuration

In the next window, choose your username and password. The username you’re picking here is actually the admin root account. So you could call this “admin”.  Set a password and choose a time zone. This is important because your backup schedules are going to be using this time zone as the base.

You are all set to start creating policies, schedules and backups!


Creating a backup policy for CPM.

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1. Configure an account

Click “Add new account” and give this an easy-to-remember name. This is going to be the AWS account that you want to backup. Choose the backup account type and use the CPM instance IAM role.

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2. Set up a schedule

Create a schedule, such as “Daily” that will happen every day at midnight, for example. And choose the policy that’s just to backup  CPM called cpmdata. You can lower the “generations to save” number to 3. Associate this policy with your schedule and apply.

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3. Configure disaster recovery for CPM

Click on the DR button to enable disaster recovery. Then choose any region to serve as your disaster recovery region. This will trigger CPM to create a disaster recovery backup of itself in that region. And that’s it!