An EC2 instance never goes alone. To launch it, you always need three pieces that always accompany it: an AMI (which disk it starts from), a key pair (how you enter securely), and a Security Group (what traffic you allow). Understanding these three is essential before launching your first server.
The AMI: your instance's template
AMI stands for Amazon Machine Image. It is a template that contains the operating system and, optionally, pre-installed software, from which your instance is created.
Analogy: An AMI is like a cake mold or a factory photo of a computer. When you launch an instance, AWS "makes a copy" of that image and starts it up. If you launch 10 instances from the same AMI, all 10 start up identically.
What an AMI contains:
- The operating system (Amazon Linux, Ubuntu, Windows Serverβ¦).
- Initial configurations.
- Optionally, already installed software (a web server, your application, etc.).
Types of AMIs you will find:
| Type | Who makes it | Example |
|---|---|---|
| AWS AMIs | Amazon | Amazon Linux 2023, Ubuntu, Windows Server |
| Marketplace AMIs | Third parties (software vendors) | An AMI with WordPress already set up |
| Custom AMIs | You | Your pre-installed app, ready to clone |
Pro tip: Creating your own AMI with your software already installed makes launching new instances instant and repeatable. This is key for autoscaling (Chapter 13): instead of installing everything at each startup, you start from an image that's already ready. Tools like Packer (from HashiCorp, same as Terraform) are used to build AMIs automatically.
The key pair: your secure access key
To enter your instance (via SSH on Linux or RDP on Windows) you need to authenticate. AWS uses key pairs based on public key cryptography.
A key pair has two parts:
- Public key: AWS stores it inside the instance. It's like a lock.
- Private key: you download it and only you have it. It's the key that opens that lock.
[Your private key] π ----opens----> π [Public key in the instance]
(you keep it, (AWS places it when creating
never share it) the instance)How it works when you connect:
- You launch an instance and associate a key pair with it.
- AWS places the public key inside.
- To connect, you use your private key. The lock (public) only opens with that specific key (private).
β οΈ Critical security rule: AWS lets you download the private key only once when you create it. If you lose it, you cannot recover it and you will lose access to the instances that depend on it. Store it in a safe place and never upload it to a Git repository or share it via chat or email.
The Security Group: your instance's firewall
A Security Group is a virtual firewall that controls what network traffic can enter and leave your instance. It is your first and most important line of defense.
Analogy: It's like the bouncer at a nightclub with a list. Only those on the list are allowed in; everyone else is blocked.
Key features of Security Groups:
- They work with inbound rules and outbound rules.
- They only allow whitelists (allow): you define what is allowed; everything else is blocked by default.
- They are stateful: if you allow an incoming connection, the outgoing response is automatically allowed. You don't have to duplicate rules.
Example rules for a web server:
| Type | Port | Source | Purpose |
|---|---|---|---|
| HTTP | 80 | 0.0.0.0/0 (all internet) | So anyone can view the website |
| HTTPS | 443 | 0.0.0.0/0 (all internet) | Secure web (SSL) |
| SSH | 22 | Only your IP | So only you can administer the server |
β οΈ Very common beginner mistake: opening port 22 (SSH) or 3389 (RDP) to
0.0.0.0/0(all internet). That means anyone in the world can try to access your server. Always limit administrative access to your IP or a trusted network. It's one of the most exploited security flaws.
0.0.0.0/0 means "any IP address on the internet." It's fine for public web ports (80/443), but dangerous for admin ports.
How the three pieces fit together
When you launch an instance, you define all three at once:
βββββββββββββββββββββββββββββββββββββββ β EC2 Instance β β β β Based on: AMI (system + software) β β Enter with: Key pair (your key) β β Protected by: Security Group β β (firewall) β βββββββββββββββββββββββββββββββββββββββ
- The AMI decides what the instance is based on.
- The key pair decides who can enter.
- The Security Group decides what network traffic is allowed.
What you should remember
- AMI: template (operating system + software) from which the instance is created. Creating your own AMIs makes deployment fast and repeatable.
- Key pair: public/private key pair to connect securely. The private key is downloaded only once; store it well and never share it.
- Security Group: virtual firewall with inbound/outbound rules, whitelist type, and stateful.
- Mistake to avoid: opening SSH (22) or RDP (3389) to the entire internet. Always limit it to your IP.
In the next subchapter we will see the lifecycle of an instance: the different states (running, stopped, terminated) and what each one implies, including for billing.
Cloud, AWS & Terraform β From Zero to Expert
Chapter 1 Β· What is cloud computing
- 1.1 The traditional client-server model
- 1.2 Problems the cloud came to solve
- 1.3 On-premise vs cloud vs hybrid
- 1.4 The three service models: IaaS, PaaS, SaaS
- 1.5 The five pillars of cloud (according to NIST)
- 1.6 Real advantages: elasticity, pay-as-you-go, global availability
Chapter 2 Β· The cloud market and major providers
- 2.1 AWS, Azure and GCP: differences and market share
- 2.2 Why learn AWS first
- 2.3 Concepts that are universal among providers
Chapter 3 Β· Regions, availability zones and edge
- 3.1 What is an AWS region and how to choose it
- 3.2 Availability Zones: high availability by design
- 3.3 Edge locations and CloudFront
- 3.4 Latency, resilience and data sovereignty
Chapter 4 Β· Compute: EC2
- 4.1 Instances: types, families and when to choose each
- 4.2 AMIs, key pairs and Security Groups
- 4.3 Instance lifecycle
- 4.4 Elastic IPs and Placement Groups
- 4.5 Savings Plans vs Reserved vs On-Demand vs Spot
Chapter 5 Β· Storage: S3
- 5.1 Buckets, objects and keys
- 5.2 Storage classes (Standard, IA, Glacierβ¦)
- 5.3 Versioning and object lifecycle
- 5.4 Bucket policies and ACLs
- 5.5 Static website hosting
Chapter 6 Β· Networking: VPC
- 6.1 What is a VPC and why you need it
- 6.2 Public and private subnets
- 6.3 Internet Gateway and NAT Gateway
- 6.4 Route Tables and Network ACLs
- 6.5 VPC Peering and endpoints
Chapter 7 Β· Identity and access: IAM
- 7.1 Users, groups, roles and policies
- 7.2 The principle of least privilege
- 7.3 Identity-based vs resource-based policies
- 7.4 MFA and temporary credentials (STS)
- 7.5 IAM security best practices
Chapter 8 Β· Managed databases
- 8.1 RDS: engines, Multi-AZ and read replicas
- 8.2 Aurora and its advantages over vanilla RDS
- 8.3 DynamoDB: key-value / document model
- 8.4 ElastiCache for in-memory cache
- 8.5 When to use each type of database
Chapter 9 Β· Why Infrastructure as Code
- 9.1 Problems with manual provisioning
- 9.2 Declarative vs imperative IaC
- 9.3 Terraform vs CloudFormation vs Pulumi vs CDK
- 9.4 The plan β apply β destroy cycle
Chapter 10 Β· HCL: the Terraform language
- 10.1 Resource, variable, output, locals blocks
- 10.2 Data types: string, number, bool, list, map, object
- 10.3 Expressions, references and built-in functions
- 10.4 Conditionals and loops (count, for_each, for)
Chapter 11 Β· Providers and state
- 11.1 How the AWS provider works
- 11.2 The terraform.tfstate file and its importance
- 11.3 Local state vs remote state (S3 + DynamoDB)
- 11.4 Essential commands: init, plan, apply, destroy, fmt, validate
Chapter 12 Β· Your first real infrastructure in Terraform
- 12.1 Create a VPC with subnets from scratch
- 12.2 Launch a public EC2 instance
- 12.3 Associate a Security Group and an Elastic IP
- 12.4 Outputs and references between resources
- 12.5 Team workflow: PR review of plans
Chapter 13 Β· Load balancing and auto scaling
- 13.1 Application Load Balancer vs Network Load Balancer
- 13.2 Target Groups, listeners and rules
- 13.3 Auto Scaling Groups: policies and metrics
- 13.4 Warm pools and lifecycle hooks
Chapter 14 Β· Serverless with Lambda
- 14.1 The Lambda execution model
- 14.2 Triggers: API Gateway, S3, DynamoDB Streams, SQS
- 14.3 Dependency management and layers
- 14.4 Cold starts and strategies to reduce them
- 14.5 Limits and anti-patterns
Chapter 15 Β· Messaging and events
- 15.1 SQS: standard vs FIFO queues, DLQ
- 15.2 SNS: topics, subscriptions, fan-out
- 15.3 EventBridge: event buses and rules
- 15.4 Patterns: pub/sub, decoupling, saga
Chapter 16 Β· Content delivery and DNS
- 16.1 Route 53: record types and routing policies
- 16.2 CloudFront: distributions, caches and origins
- 16.3 ACM: free SSL/TLS certificates
- 16.4 WAF integrated with CloudFront
Chapter 17 Β· Containers on AWS
- 17.1 Docker: quick review of key concepts
- 17.2 ECR: private image registry
- 17.3 ECS: task definitions, services, Fargate vs EC2
- 17.4 EKS: when Kubernetes and when not
Chapter 18 Β· Modules: reuse and composition
- 18.1 Anatomy of a Terraform module
- 18.2 Input variables, outputs and dependencies
- 18.3 Local modules vs Terraform Registry modules
- 18.4 Module versioning with Git tags
- 18.5 Design of generic vs domain-specific modules
Chapter 19 Β· Workspaces and environment management
- 19.1 Terraform workspaces: use cases and limitations
- 19.2 Directory strategy per environment (dev/stg/prod)
- 19.3 Terragrunt: DRY for environment configurations
- 19.4 Environment variables and .tfvars files
Chapter 20 Β· Remote backends and locking
- 20.1 Configure S3 + DynamoDB as backend
- 20.2 State locking: avoiding team corruption
- 20.3 State migration between backends
- 20.4 terraform import: bring existing resources into state
Chapter 21 Β· Infrastructure testing
- 21.1 Terraform validate and fmt in CI
- 21.2 Checkov and tfsec: static security analysis
- 21.3 Terratest: integration tests in Go
- 21.4 Contract testing between modules
Chapter 22 Β· Terraform in CI/CD
- 22.1 Basic pipeline: lint β plan β apply in GitHub Actions
- 22.2 Atlantis: GitOps for Terraform
- 22.3 Terraform Cloud / HCP Terraform
- 22.4 Drift detection and automatic reconciliation
Chapter 23 Β· Defense in depth
- 23.1 AWS Organizations and Service Control Policies
- 23.2 AWS Config: continuous compliance
- 23.3 GuardDuty: threat detection
- 23.4 Security Hub: centralized view
- 23.5 KMS: key management and rotation
- 23.6 Secrets Manager vs Parameter Store
Chapter 24 Β· Observability: logs, metrics and traces
- 24.1 CloudWatch Logs, metrics and alarms
- 24.2 CloudWatch Dashboards and Contributor Insights
- 24.3 X-Ray: distributed tracing
- 24.4 OpenTelemetry on AWS
- 24.5 Managed Grafana and Managed Prometheus
Chapter 25 Β· Cost optimization
- 25.1 AWS Cost Explorer and budgets with alerts
- 25.2 Trusted Advisor and Compute Optimizer
- 25.3 Rightsizing: how to detect overprovisioning
- 25.4 Savings Plans vs Reserved Instances: strategic decision
- 25.5 FinOps: culture and processes to control spending
Chapter 26 Β· High availability and disaster recovery
- 26.1 RTO and RPO: defining objectives
- 26.2 Strategies: backup/restore, pilot light, warm standby, multi-site
- 26.3 Route 53 health checks and automatic failover
- 26.4 AWS Backup: centralized backup policy
Chapter 27 Β· AWS Well-Architected Framework
- 27.1 The six pillars: operational excellence, security, reliability, performance efficiency, cost optimization, sustainability
- 27.2 Well-Architected Tool: formal reviews
- 27.3 How to apply the framework in design decisions
Chapter 28 Β· Serverless architectures at scale
- 28.1 Event-driven architecture with Lambda + EventBridge
- 28.2 Saga pattern for distributed transactions
- 28.3 Step Functions: orchestration of complex workflows
- 28.4 Lambda@Edge and CloudFront Functions
Chapter 29 Β· Data platforms on AWS
- 29.1 Data Lake with S3, Glue and Athena
- 29.2 Kinesis Data Streams and Firehose for streaming
- 29.3 Redshift: data warehousing at scale
- 29.4 Lake Formation: data governance
Chapter 30 Β· Multi-account and landing zones
- 30.1 Why separate workloads into different accounts
- 30.2 AWS Control Tower and Account Factory
- 30.3 Centralized log and security management
- 30.4 Terraform at multi-account scale with shared modules
Chapter 31 Β· Platform Engineering and Internal Developer Platform
- 31.1 Golden paths and abstractions over Terraform
- 31.2 AWS Service Catalog
- 31.3 Backstage as a developer portal
- 31.4 Terraform modules as internal product
Chapter 32 Β· Relevant AWS certifications
- 32.1 Cloud Practitioner: is it worth it?
- 32.2 Solutions Architect Associate β Professional
- 32.3 DevOps Engineer Professional
- 32.4 Specialty: Security, Database, Networking
- 32.5 HashiCorp Terraform Associate
Chapter 33 Β· Projects to consolidate what you've learned
- 33.1 Project 1: serverless blog (S3 + CloudFront + Lambda + DynamoDB)
- 33.2 Project 2: REST API with ECS Fargate + RDS + ALB
- 33.3 Project 3: data platform with Glue + Athena + Redshift
- 33.4 Project 4: multi-account landing zone with Terraform and Control Tower
