Appliance Setup Instructions

The FolderGrid Appliance supplies the full FolderGrid API and WebApp with backend storage on Amazon S3 using a server that you control. To setup a FolderGrid Appliance first sign-in to or create an Amazon AWS account. Then find the FolderGrid Appliance in the Amazon AWS Marketplace and create an instance (we recommend a M4.xlarge for best performance).

Note that if you require HIPAA compliance, you'll need to refer to Amazon's documentation on that here in order to have Amazon sign a BAA with you to cover this appliance.

After your appliance is up and running, use these instructions to configure it:

• Setup an EC2 Load Balancer and configure it with a valid SSL certificate for the Fully Qualified Domain Name (FQDN) you'll assign to the appliance. We recommend installing a wildcard certificate so that you can host multiple domains using the one FolderGrid Appliance.
• Update your DNS entries for the FQDN and add a CNAME for the new EC2 Load Balancer.
• Setup a Security Group for the FolderGrid Appliance that permits the new Load Balancer for inbound on port 9000.
• Configure your load balancer listeners to listen for https on port 443 and forward as http to port 9000. Then add the FolderGrid Appliance instance to the load balancers instances.
• Navigate to /appliance/setup using the FQDN you just assigned to the Load Balancer. Complete the presented form to configure your appliance.

To complete the setup form, you'll need IAM credentials for a user that can fully control a S3 bucket. Be sure that user has a security policy similar to the following where "myamibucketexample" is replaced with the name of your bucket:

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Sid": "StmtAnySID1436",
            "Effect": "Allow",
            "Action": [
                "s3:*"
            ],
            "Resource": [
                "arn:aws:s3:::myamibucketexample",
                "arn:aws:s3:::myamibucketexample/*"
            ]
        }
    ]
}