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how to edit your cloud diagram in Lucidchart Cloud Insights

How to edit and propose new cloud plans using Lucidchart Cloud Insights

Reading time: about 7 min

Posted by: Lucid Content Team

Visuals allow you to efficiently communicate your cloud architecture—both your current state and your future plans—to your engineering team and other stakeholders, even those with less technical experience. 

With your cloud plan available at a glance, your team can suggest ideas, collaborate more easily, and get started quickly with effective solutions. Visuals also help you identify bottlenecks and see where your cloud infrastructure could benefit from changes and improvements.

Lucidchart Cloud Insights gives you everything that you need to plan and propose changes to your cloud architecture in real time. Here’s how.

How to use Lucidchart Cloud Insights to propose new cloud plans

Lucidchart Cloud Insights helps you automatically create a visualization of your current cloud infrastructure using real-time data from third-party cloud services. With this functionality, you can develop new cloud plans that are shareable within your organization.

Follow these steps and tips to build an effective cloud plan for your team.

1. Pull in third-party cloud provider metadata to get an accurate picture of your current state

First, you’ll start the process of developing your new cloud plan by pulling in third-party cloud provider metadata into Lucidchart Cloud Insights. With this data, you can build a full cloud architecture diagram with multiple views available.

Lucidchart Cloud Insights allows you to apply filters and customize your views by removing unnecessary detail, using lines to depict relationships between resources, and more.

Accurate cloud diagrams are essential to the cloud planning process because they: 

  • Eliminate guesswork: With an accurate diagram, you don’t have to wonder if your visualization is truly an effective depiction of your cloud architecture. You can use your diagram to guide your decisions. 
  • Troubleshoot in real time: Live data is shaping your cloud diagram so you can see where blockages and disruptions are right now and plan accordingly. 
  • Verify your cloud architecture: With Lucidchart Cloud Insights, you can verify your cloud architecture without having to manually redraw information to update your visual.

Lucidchart Cloud Insights reduces the likelihood of mistakes and gives you a full range of customizable views your team can reference.

To automatically generate cloud diagrams with third-party metadata:

  1. Open up a new document
  2. In the left-side panel select, “Import data.”
  3. Click the drop-down menu and select the appropriate cloud provider 
  4. Then select “Cloud Insights” and then your cloud provider.
  5. Click “Import Your Data” and follow the prompts. 

import cloud data

2. Create a diagram “rough draft”

Next, you’ll need to convert your diagram into an editable format so you can make changes, add shapes, or incorporate new information. This is a diagram you can use to visualize adjustments you want to make to your cloud architecture. 

Because Lucidchart has been built for seamless collaboration, you can share this diagram with your team and reference teammates with mentions, use tags to categorize, and provide shareable links. 

To turn your Lucidchart Cloud Insights diagram into an editable diagram:

  1. Double-click your diagram to open the Lucidchart Cloud Insights panel.
  2. In the upper-right corner, select the “Manage Data” icon.
  3. A drop-down will appear. Select “Convert to Regular Shapes.”
  4. Save under a new file name.

convert to regular shapes

Here’s how to visualize relationships with Lucidchart Cloud Insights: 

  1. Generate lines to highlight relationships, such as ALBs and EC2s. 
  2. Customize line styles by color, style, and more. 

To adjust your layout: 

  1. Click the “Layout” tab. 
  2. Group resources within a container by type. 
  3. Adjust the number of columns inside a specific container type. 
  4. Rearrange the order for resources to appear. 

custom cloud views

After you’ve put together a rough draft of your cloud plans, you need to share these plans with the appropriate teams and get their buy-in and approval. But complicated cloud architecture diagrams are hard to digest. That’s why it’s important to create, customize, and share different views of your cloud plans. 

When you filter your diagram, you can experience these key benefits:

  • Ensure all information is accurate during planning and implementation.
  • Present to non-technical stakeholders more easily. 
  • Zero in on crucial cloud information.
  • Communicate clearly across teams.

filter import

When you save views, be sure to include the following: 

  • Show relationships: You should be able to see how your cloud accounts are related and how they communicate. 
  • Display components: In a multi-cloud environment, your diagram should show every service that’s part of your architecture. 
  • Include real-time data: Ideally, your cloud diagram should be updated in real time or on a frequent basis to reflect how you use the cloud right now. 

To save as a new view: 

  1. Click the pull-down menu for “View.” 
  2. Click “Save as New View” to save your diagram for future use. 

custom cloud views

3. Give your diagram to the coding team 

As you move forward with your cloud architecture planning, you’ll want to give your diagram to the coding team so they can start building the new architecture. It’s best if you create different diagrams for each scenario you want the team to consider if you’re still discussing your planned architecture. Gathering input from stakeholders can help everyone build a better cloud. 

Once your engineers, architects, and coders have provided you with any other pieces of information you need and you’ve made adjustments to the plan (as needed), provide your coding team with a final version of the cloud diagram. You can use the Lucidchart Cloud Insights sharing features to grant access and loop in teammates. 

Tips for collaborating in Lucidchart Cloud Insights

  • Use annotations: Don’t assume your team can see what you do. If you have an important idea to reference about your diagram, make a note. 
  • Tag problem areas: Use the tagging feature to emphasize specific problems and draw attention to specific areas in your diagram. 
  • Pay attention to views: Make sure you’re looking at the same visualization and view as your teammates. Lucidchart Cloud Insights allows you to share your diagram and use mentions.

4. Verify that the implementation is correct

From here, you’ll be reviewing your Lucidchart Cloud Insights diagrams again to make sure your cloud implementation was done correctly. Revisit your views again and ensure that the changes are appropriate based on your plan. Using the process in Step 1, check out your cloud architecture diagram and real-time data. 

verify implementation diagram

Tag any problems you notice so your team can start resolving them. If necessary, review your expectations and discuss what other changes you’ll use to achieve the implementation you need. 

illustration of people working together

See the full process, plus our best practices, for verifying that implementation was done correctly.

Read more

5. Achieve and maintain visibility

Although it may be a multi-step process to do so, having cloud visibility is necessary to keep your cloud up and running. This helps you avoid costly downtime or security issues that may occur when you lack visibility. If you need to verify compliance, cloud architecture visualization can help with that, too—you can use your cloud diagram as part of your self-audit process and as part of your evidence for cloud compliance reviews. 

Lucidchart Cloud Insights comes equipped with a standard security group view that organizes resources by the security group they belong to. Additionally, it highlights lines to demonstrate how security groups are connected. 

This level of transparency helps security leads ensure VPC peering connections are set up correctly, and if not, they can easily make changes by quickly seeing where the change needs to be made, rather than sifting through lines of code helping mitigate risks and avoid downtime. 

AWS PCI compliance template
Template for AWS PCI compliance (Click on image to modify online)

Get started with Lucidchart Cloud Insights

Since Lucidchart Cloud Insights works with all three major cloud providers, you can visualize everything even if you have a dual-cloud or other multi-cloud environment. Bring your entire cloud together so your team can see at a glance what’s going on within your cloud infrastructure. 

Once everything is up and running, Lucidchart Cloud Insights can help you follow the five pillars of cloud architecture: cost optimization, reliability, operational excellence, performance efficiency, and security. This will help your team craft the cloud architecture your organization needs—one that can scale, stay compliant, and meet the needs of your customers now and in the future. 

illustration of people working together

Now it’s your turn to give it a try. Contact our sales team to learn more about Lucidchart Cloud Insights.

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About Lucidchart

Lucidchart is the intelligent diagramming application that empowers teams to clarify complexity, align their insights, and build the future—faster. With this intuitive, cloud-based solution, everyone can work visually and collaborate in real time while building flowcharts, mockups, UML diagrams, and more.

The most popular online Visio alternative, Lucidchart is utilized in over 180 countries by millions of users, from sales managers mapping out target organizations to IT directors visualizing their network infrastructure.

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