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Documentation

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Getting Started

☂️ Getting Started with Umbrella 🔝
💈First steps with the Umbrella Platform
Main Dashboard
Best Practices
SSO Integration
Currency Exchange
Supported browsers
Pricing Page

Management

User Management
- Creating Roles and Users
- What is the Cost Center and how do I use it?
User Management 2.0
Organization Settings
- Fiscal Year Calander Configuration
- System Notifications

Cloud Onboarding

Cloud & SaaS Data Sources
Cloud & SaaS Data Update
Connecting with AWS
Connecting with Azure
Connecting GCP
Bring Your Own Data (BYOD)
- Onboarding Your Own Data
- Oracle BYOD Agent
MultiCloud
All Accounts
Edit Onboarded Account fields

SaaS Onboarding

Connecting Snowflake

Workflow & Integrations

Workflow & Integrations Overview
Slack Integration
Jira Cloud Integration
JIRA Data Center Integration
Microsoft Teams Integration
ServiceNow Incidents Integration
monday.com Integration
Webhook Integration
Allow list Umbrella Servers
Ticket Mapping Rules

Cost & Usage

Cost & Usage Explorer
Carbon Footprint - GreenOps
Reports
- How to create a scheduled report
Dashboards
Assets
- How to explore Cloud Assets
- How to list AWS services per region and linked account
CostGPT
Resource Explorer
Azure App Service Plan Explorer

Kubernetes Monitoring

Introduction to Kubernetes
K8s Usage and Waste Algorithm
AWS K8s Storage Cost Allocation Enhancements
K8s Network Cost Enhancement
K8s Onboarding
AWS Unified Cloud & K8s Views
- AWS Unified Cloud<>K8s Solution Release Notes
K8s Cost & Usage
K8s Assets
- Kubernetes Assets

Cost Allocation

How to allocate costs
Business Mapping
Tag Governance-Virtual Tags
Enrichment Tags
Tag Groups (former Virtual Tags)

Recommendations

Recommendation Catalog
Waste Detector
Waste Detector Ticket Integration
Recommendations Assignment
Recommendations Completion Logic
AWS Recommendations
Azure Recommendations
GCP Recommendations
K8s Recommendations
- K8s Workload Rightsizing
Recommendation Preferance
Recommendation Report

Forecast

Forecasting Overview
How to achieve accurate Forecasts
Forecast Architecture

Monitoring

📈Anomaly Detection
💰Budgets
- Budget Summary
🚨Alerts
- 🚨Cost Alert Timing Enhancement

Commitments

Working with Commitments
Commitments in AWS
Commitments in Azure
- Reserved Instance Utilization

Services

AWS EC2 Usage
AWS S3 Usage
AWS RDS Usage
Azure Virtual Machines Usage
Azure Block Blob Storage
Azure DB Costs
Services videos

Partners

Partner Section Overview (MSP)
Billing Rules
- Tiers Billing Rules
Manage Customers
Billing Reports
Private Labeling
AWS Specific
Azure Specific
MSP-Deleting Customer Account

MCP Server

Umbrella Cost Managment MCP

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Recommendations
AWS Recommendations

Neptune

Neptune Idle

This recommendation identifies resources that have been idle which can be stoped or deleted.

- Neptune Idle