Prerequisites

Ensure that the following prerequisites are met before deploying the Policy Workbench.

The following prerequisites apply to both resource-management paths. Both paths require access to the OCI registry to install the Helm chart.

  • Ensure that the target EKS cluster is accessible and has a supported PPC installation.

    For more information, refer to PPC installation.

  • Ensure that the jumpbox can connect to the required registries. If not already authenticated, then log in to the required registry.

  • For connecting and deploying from the Protegrity Container Registry (PCR), use the following command and the credentials obtained from the My.Protegrity portal during account creation:

helm registry login registry.protegrity.com:9443
  • For connecting and deploying to the local registry, use your local credentials and local registry endpoint as required.

Required Tools

Ensure that the following tools are available on the jump box on which Policy Workbench is installed.

ToolVersionDescription
OpenTofu>=1.10.0Used to run the installer. This is only required for module-managed Workbench resources.
AWS CLIAny versionMust be configured with credentials that have EKS and IAM permissions. The default region must also be set using either the AWS_DEFAULT_REGION or the AWS_REGION environment variables or the ~/.aws/config configuration file.
kubectlAny versionRequired for validating the deployment. It must be configured for the target PPC cluster where Policy Workbench is deployed.
HelmVersion 3.8.0 or laterRequired for deploying Policy Workbench.

Permissions

This section lists the permissions that are required to install Policy Workbench.

IAM Permissions

The following IAM permissions are required to provision AWS resources for Policy Workbench. For module-managed Workbench resources, these permissions are required by the AWS identity used to run the OpenTofu module. For self-managed Workbench resources, they are required by the identity used to provision the resources through your infrastructure automation or CLI commands.

PermissionPurpose
iam:CreatePolicy, iam:DeletePolicy, and iam:GetPolicyCreate and manage the AWS KMS access policy.
iam:CreateRole, iam:DeleteRole, iam:GetRole, and iam:UpdateAssumeRolePolicyCreate and manage the AWS KMS pod identity role.
iam:AttachRolePolicy and iam:DetachRolePolicyAttach the AWS KMS policy to the role.
iam:PassRoleAllow the provisioning identity to pass the KMGW IAM role to EKS when creating the Pod Identity association. Scope this permission to the KMGW role ARN.

EKS Permissions

The following EKS permissions are required to install Policy Workbench. In the OpenTofu-based installation, these permissions are used automatically by the module. In the in-cluster installation, the platform team must have these permissions to provision the resources manually.

PermissionPurpose
eks:DescribeClusterRead the cluster details.
eks:DescribeAddonVerify that the eks-podidentity-agent is installed.
eks:CreatePodIdentityAssociation, eks:DeletePodIdentityAssociation, and eks:DescribePodIdentityAssociationAssociate the AWS KMS role with the Policy Workbench service account.

Other Permissions

Helm deployment: The installer needs OCI registry access and Kubernetes RBAC to install or upgrade the chart. Helm access does not grant AWS or keystore access.

KMGW runtime: The KMGW pod uses the workbench-kms service account with a pod identity association to access the configured keystore. Grant this service account only the keystore permissions required by the configured backend. These permissions are separate from those required by the OpenTofu or Helm operator.

Last modified : October 28, 2026