What is Azure Automation?

Automation is needed in three broad areas of cloud operations:

  • Deploy and manage - Deliver repeatable and consistent infrastructure as code.
  • Response - Create event-based automation to diagnose and resolve issues.
  • Orchestrate - Orchestrate and integrate your automation with other Azure or third party services and products.

Azure Automation delivers a cloud-based automation, operating system updates, and configuration service that supports consistent management across your Azure and non-Azure environments. It includes process automation, configuration management, update management, shared capabilities, and heterogeneous features.

Diagram of Automation capabilities

There are several Azure services that can deliver the above requirements, where each service includes a set of capabilities and serves a role as a programmable platform to build cloud solutions. For example, Azure Bicep and Resource Manager provide a language to develop repeatable and consistent deployment templates for Azure resources. Azure Automation can process that template to deploy an Azure resource and then process a set of post-deployment configuration tasks.

Automation gives you complete control during deployment, operations, and decommissioning of enterprise workloads and resources.

Process Automation

Process Automation in Azure Automation allows you to automate frequent, time-consuming, and error-prone management tasks. This service helps you focus on work that adds business value. By reducing errors and boosting efficiency, it also helps to lower your operational costs. The process automation operating environment is detailed in Runbook execution in Azure Automation.

Process automation supports the integration of Azure services and other third party systems required in deploying, configuring, and managing your end-to-end processes. The service allows you to author graphical, PowerShell and Python runbooks. To run runbooks directly on the Windows or Linux machine or against resources in the on-premises or other cloud environment to manage those local resources, you can deploy a Hybrid Runbook Worker to the machine.

Webhooks let you fulfill requests and ensure continuous delivery and operations by triggering automation from Azure Logic Apps, Azure Function, ITSM product or service, DevOps, and monitoring systems.

Configuration Management

Configuration Management in Azure Automation is supported by two capabilities:

  • Change Tracking and Inventory
  • Azure Automation State Configuration

Change Tracking and Inventory

Change Tracking and Inventory combines functions to allow you to track Linux and Windows virtual machine and server infrastructure changes. The service supports change tracking across services, daemons, software, registry, and files in your environment to help you diagnose unwanted changes and raise alerts. Inventory support allows you to query in-guest resources for visibility into installed applications and other configuration items. For details of this feature, see Change Tracking and Inventory.

Azure Automation State Configuration

Azure Automation State Configuration is a cloud-based feature for PowerShell desired state configuration (DSC) that provides services for enterprise environments. Using this feature, you can manage your DSC resources in Azure Automation and apply configurations to virtual or physical machines from a DSC pull server in the Azure cloud.

Update Management

Azure Automation includes the Update Management feature for Windows and Linux systems across hybrid environments. Update Management gives you visibility into update compliance across Azure and other clouds, and on-premises. The feature allows you to create scheduled deployments that orchestrate the installation of updates within a defined maintenance window. If an update shouldn't be installed on a machine, you can use Update Management functionality to exclude it from a deployment.

Shared capabilities

Azure Automation provides a number of shared capabilities, including shared resources, role-based access control, flexible scheduling, source control integration, auditing, and tagging.

Shared resources

Azure Automation consists of a set of shared resources that make it easier to automate and configure your environments at scale.

  • Schedules - Trigger Automation operations at predefined times.
  • Modules - Manage Azure and other systems. You can import modules into the Automation account for Microsoft, third-party, community, and custom-defined cmdlets and DSC resources.
  • Modules gallery - Supports native integration with the PowerShell Gallery to let you view runbooks and import them into the Automation account. The gallery allows you to quickly get started integrating and authoring your processes from PowerShell gallery and Microsoft Script Center.
  • Python 2 and 3 packages - Support Python 2 and 3 runbooks for your Automation account.
  • Credentials - Securely store sensitive information that runbooks and configurations can use at runtime.
  • Connections - Store name-value pairs of common information for connections to systems. The module author defines connections in runbooks and configurations for use at runtime.
  • Certificates - Define information to be used in authentication and securing of deployed resources when accessed by runbooks or DSC configurations at runtime.
  • Variables - Hold content that can be used across runbooks and configurations. You can change variable values without having to modify any of the runbooks or configurations that reference them.

Role-based access control

Azure Automation supports Azure role-based access control (Azure RBAC) to regulate access to the Automation account and its resources. To learn more about configuring Azure RBAC on your Automation account, runbooks, and jobs, see Role-based access control for Azure Automation.

Source control integration

Azure Automation supports source control integration. This feature promotes configuration as code where runbooks or configurations can be checked into a source control system.

Heterogeneous support (Windows and Linux)

Automation is designed to work across Windows and Linux physical servers and virtual machines outside of Azure, on your corporate network, or other cloud provider. It delivers a consistent way to automate and configure deployed workloads and the operating systems that run them. The Hybrid Runbook Worker feature of Azure Automation enables running runbooks directly on the non-Azure physical server or virtual machine hosting the role, and against resources in the environment to manage those local resources.

Through Arc-enabled servers, it provides a consistent deployment and management experience for your non-Azure machines. It enables integration with the Automation service using the VM extension framework to deploy the Hybrid Runbook Worker role, and simplify onboarding to Update Management and Change Tracking and Inventory.

Common scenarios

Azure Automation supports management throughout the lifecycle of your infrastructure and applications. Common scenarios include:

  • Schedule tasks - stop VMs or services at night and turn on during the day, weekly or monthly recurring maintenance workflows.
  • Write runbooks - Author PowerShell, PowerShell Workflow, graphical, Python 2 and 3, and DSC runbooks in common languages.
  • Build and deploy resources - Deploy virtual machines across a hybrid environment using runbooks and Azure Resource Manager templates. Integrate into development tools, such as Jenkins and Azure DevOps.
  • Configure VMs - Assess and configure Windows and Linux machines with configurations for the infrastructure and application.
  • Share knowledge - Transfer knowledge into the system on how your organization delivers and maintains workloads.
  • Retrieve inventory - Get a complete inventory of deployed resources for targeting, reporting, and compliance.
  • Find changes - Identify and isolate machine changes that can cause misconfiguration and improve operational compliance. Remediate or escalate them to management systems.
  • Periodic maintenance - to execute tasks that need to be performed at set timed intervals like purging stale or old data, or reindex a SQL database.
  • Respond to alerts - Orchestrate a response when cost-based, system-based, service-based, and/or resource utilization alerts are generated.
  • Hybrid automation - Manage or automate on-premises servers and services like SQL Server, Active Directory, SharePoint Server, etc.
  • Azure resource lifecycle management - for IaaS and PaaS services.
  • Dev/test automation scenarios - Start and start resources, scale resources, etc.
  • Governance related automation - Automatically apply or update tags, locks, etc.
  • Azure Site Recovery - orchestrate pre/post scripts defined in a Site Recovery DR workflow.
  • Windows Virtual Desktop - orchestrate scaling of VMs or start/stop VMs based on utilization.

Depending on your requirements, one or more of the following Azure services integrate with or compliment Azure Automation to help fullfil them:

  • Azure Arc-enabled servers enables simplified onboarding of hybrid machines to Update Management, Change Tracking and Inventory, and the Hybrid Runbook Worker role.
  • Azure Alerts action groups can initiate an Automation runbook when an alert is raised.
  • Azure Monitor to collect metrics and log data from your Automation account for further analysis and take action on the telemetry. Automation features such as Update Management and Change Tracking and Inventory rely on the Log Analytics workspace to deliver elements of their functionality.
  • Azure Policy includes initiative definitions to help establish and maintain compliance with different security standards for your Automation account.
  • Azure Site Recovery can use Azure Automation runbooks to automate recovery plans.

These Azure services can work with Automation job and runbook resources using an HTTP webhook or API method:

Note

This service supports Azure Lighthouse, which lets service providers sign in to their own tenant to manage subscriptions and resource groups that customers have delegated.

Pricing for Azure Automation

You can review the prices associated with Azure Automation on the pricing page.

Next steps