# Setting up Amazon OpenSearch Service
Setting up

## Grant permissions


In production environments, we recommend that you use finer-grained policies. To learn more about access management, see [Access management for AWS resources](https://docs.aws.amazon.com/IAM/latest/UserGuide/access.html) in the IAM User Guide.

To provide access, add permissions to your users, groups, or roles:
+ Users and groups in AWS IAM Identity Center:

  Create a permission set. Follow the instructions in [Create a permission set](https://docs.aws.amazon.com//singlesignon/latest/userguide/howtocreatepermissionset.html) in the *AWS IAM Identity Center User Guide*.
+ Users managed in IAM through an identity provider:

  Create a role for identity federation. Follow the instructions in [Create a role for a third-party identity provider (federation)](https://docs.aws.amazon.com//IAM/latest/UserGuide/id_roles_create_for-idp.html) in the *IAM User Guide*.
+ IAM users:
  + Create a role that your user can assume. Follow the instructions in [Create a role for an IAM user](https://docs.aws.amazon.com//IAM/latest/UserGuide/id_roles_create_for-user.html) in the *IAM User Guide*.
  + (Not recommended) Attach a policy directly to a user or add a user to a user group. Follow the instructions in [Adding permissions to a user (console)](https://docs.aws.amazon.com//IAM/latest/UserGuide/id_users_change-permissions.html#users_change_permissions-add-console) in the *IAM User Guide*.

### Grant programmatic access
Grant programmatic access

Users need programmatic access if they want to interact with AWS outside of the AWS Management Console. The way to grant programmatic access depends on the type of user that's accessing AWS.

To grant users programmatic access, choose one of the following options.


****  

| Which user needs programmatic access? | To | By | 
| --- | --- | --- | 
| IAM | (Recommended) Use console credentials as temporary credentials to sign programmatic requests to the AWS CLI, AWS SDKs, or AWS APIs. |  Following the instructions for the interface that you want to use. [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/opensearch-service/latest/developerguide/setting-up.html)  | 
|  Workforce identity (Users managed in IAM Identity Center)  | Use temporary credentials to sign programmatic requests to the AWS CLI, AWS SDKs, or AWS APIs. |  Following the instructions for the interface that you want to use. [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/opensearch-service/latest/developerguide/setting-up.html)  | 
| IAM | Use temporary credentials to sign programmatic requests to the AWS CLI, AWS SDKs, or AWS APIs. | Following the instructions in [Using temporary credentials with AWS resources](https://docs.aws.amazon.com/IAM/latest/UserGuide/id_credentials_temp_use-resources.html) in the IAM User Guide. | 
| IAM | (Not recommended)Use long-term credentials to sign programmatic requests to the AWS CLI, AWS SDKs, or AWS APIs. |  Following the instructions for the interface that you want to use. [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/opensearch-service/latest/developerguide/setting-up.html)  | 

## Install and configure the AWS CLI
Set up the AWS CLI

If you want to use OpenSearch Service APIs, you must install the latest version of the AWS Command Line Interface (AWS CLI). You don't need the AWS CLI to use OpenSearch Service from the console, and you can get started without the CLI by following the steps in [Getting started with Amazon OpenSearch Service](gsg.md).

**To set up the AWS CLI**

1. To install the latest version of the AWS CLI for macOS, Linux, or Windows, see [Installing or updating the latest version of the AWS CLI](https://docs.aws.amazon.com/cli/latest/userguide/getting-started-install.html).

1. To configure the AWS CLI and secure setup of your access to AWS services, including OpenSearch Service, see [Quick configuration with `aws configure`](https://docs.aws.amazon.com/cli/latest/userguide/cli-configure-quickstart.html#cli-configure-quickstart-config).

1. To verify the setup, enter the following DataBrew command at the command prompt.

   ```
   aws opensearch help
   ```

   AWS CLI commands use the default AWS Region from your configuration, unless you set it with a parameter or a profile. To set your AWS Region with a parameter, you can add the `--region` parameter to each command.

   To set your AWS Region with a profile, first add a named profile in the `~/.aws/config` file or the `%UserProfile%/.aws/config` file (for Microsoft Windows). Follow the steps in [Named profiles for the AWS CLI](https://docs.aws.amazon.com/cli/latest/userguide/cli-configure-profiles.html). Next, set your AWS Region and other settings with a command similar to the one in the following example.

   ```
   [profile opensearch]
   aws_access_key_id = ACCESS-KEY-ID-OF-IAM-USER
   aws_secret_access_key = SECRET-ACCESS-KEY-ID-OF-IAM-USER
   region = us-east-1
   output = text
   ```

## Open the console


Most of the console-oriented topics in this section start from the [OpenSearch Service console](https://console.aws.amazon.com/aos/home). If you aren't already signed in to your AWS account, sign in, then open the [OpenSearch Service console](https://console.aws.amazon.com/aos/home) and continue to the next section to continue getting started with OpenSearch Service.