Preview: Azure Automanage for machine best practices

This article covers information about Azure Automanage for machine best practices, which have the following benefits:

  • Intelligently onboards virtual machines to select best practices Azure services
  • Automatically configures each service per Azure best practices
  • Supports customization of best practice services
  • Monitors for drift and corrects for it when detected
  • Provides a simple experience (point, click, set, forget)

Overview

Azure Automanage machine best practices is a service that eliminates the need to discover, know how to onboard, and how to configure certain services in Azure that would benefit your virtual machine. These services are considered to be Azure best practices services, and help enhance reliability, security, and management for virtual machines. Example services include Azure Update Management and Azure Backup.

After onboarding your machines to Azure Automanage, each best practice service is configured to its recommended settings. However, if you want to customize the best practice services and settings, you can use the Custom Profile option.

Azure Automanage also automatically monitors for drift and corrects for it when detected. What this means is if your virtual machine or Arc-enabled server is onboarded to Azure Automanage, we'll monitor your machine to ensure that it continues to comply with its configuration profile across its entire lifecycle. If your virtual machine does drift or deviate from the profile (for example, if a service is off-boarded), we will correct it and pull your machine back into the desired state.

Automanage doesn't store/process customer data outside the geography your VMs are located. In the Southeast Asia region, Automanage does not store/process data outside of Southeast Asia.

Note

Automanage can be enabled on Azure virtual machines as well as Azure Arc-enabled servers. Automanage is not available in US Government Cloud at this time.

Prerequisites

There are several prerequisites to consider before trying to enable Azure Automanage on your virtual machines.

  • Supported Windows Server versions and Linux distros
  • VMs must be in a supported region (see below)
  • User must have correct permissions (see below)
  • Automanage does not support Sandbox subscriptions at this time
  • Automanage does not support Windows client images at this time

Supported regions

Automanage only supports VMs located in the following regions:

  • West Europe
  • North Europe
  • Central US
  • East US
  • East US 2
  • West US
  • West US 2
  • Canada Central
  • West Central US
  • South Central US
  • Japan East
  • UK South
  • AU East
  • AU Southeast
  • Southeast Asia

Required RBAC permissions

To onboard, Automanage requires slightly different RBAC roles depending on whether you are enabling Automanage for the first time in a subscription.

If you are enabling Automanage for the first time in a subscription:

  • Owner role on the subscription(s) containing your machines, or
  • Contributor and User Access Administrator roles on the subscription(s) containing your machines

If you are enabling Automanage on a machine in a subscription that already has Automanage machines:

  • Contributor role on the resource group containing your machines

The Automanage service will grant Contributor permission to this first party application (Automanage API Application Id: d828acde-4b48-47f5-a6e8-52460104a052) to perform actions on Automanaged machines. Guest users will need to have the directory reader role assigned to enable Automanage.

Note

If you want to use Automanage on a VM that is connected to a workspace in a different subscription, you must have the permissions described above on each subscription.

Participating services

Intelligently onboard services.

For the complete list of participating Azure services, as well as their supported profile, see the following:

We will automatically onboard you to these participating services when you use the Best Practices Configuration Profiles. They are essential to our best practices white paper, which you can find in our Cloud Adoption Framework.

Enabling Automanage for VMs in Azure portal

In the Azure portal, you can enable Automanage on an existing virtual machine. For concise steps to this process, check out the Automanage for virtual machines quickstart.

If it is your first time enabling Automanage for your VM, you can search in the Azure portal for Automanage – Azure machine best practices. Click Enable on existing VM, select the configuration profile you wish to use and then select the machines you would like to onboard.

In the Machine selection pane in the portal, you will notice the Eligibility column. You can click Show ineligible machines to see machines ineligible for Automanage. Currently, machines can be ineligible for the following reasons:

Once you have selected your eligible machines, Click Enable, and you're done.

The only time you might need to interact with this machine to manage these services is in the event we attempted to remediate your VM, but failed to do so. If we successfully remediate your VM, we will bring it back into compliance without even alerting you. For more details, see Status of VMs.

Enabling Automanage for VMs using Azure Policy

You can also enable Automanage on VMs at scale using the built-in Azure Policy. The policy has a DeployIfNotExists effect, which means that all eligible VMs located within the scope of the policy will be automatically onboarded to Automanage VM Best Practices.

A direct link to the policy is here.

For more information, check out how to enable the Automanage built-in policy.

Configuration Profile

When you are enabling Automanage for your machine, a configuration profile is required. Configuration profiles are the foundation of this service. They define which services we onboard your machines to and to some extent what the configuration of those services would be.

Best Practice Configuration Profiles

There are two best practice configuration profiles currently available.

  • Dev/Test profile is designed for Dev/Test machines.
  • Production profile is for production.

The reason for this differentiator is because certain services are recommended based on the workload running. For instance, in a Production machine we will automatically onboard you to Azure Backup. However, for a Dev/Test machine, a backup service would be an unnecessary cost, since Dev/Test machines are typically lower business impact.

Custom Profiles

Custom profiles allow you to customize the services and settings that you want to apply to your machines. This is a great option if your IT requirements differ from the best practices. For instance, if you do not want to use the Microsoft Antimalware solution because your IT organization requires you to use a different antimalware solution, then you can simply toggle off Microsoft Antimalware when creating a custom profile.

Note

In the Best Practices Dev/Test configuration profile, we will not back up the VM at all.

Note

If you want to change the configuration profile of a machine, you can simply reenable it with the desired configuration profile. However, if your machine status is "Needs Upgrade" then you will need to disable first and then reenable Automanage.

For the complete list of participating Azure services and if they support preferences, see here:

Status of VMs

In the Azure portal, go to the Automanage – Azure machine best practices page which lists all of your automanage machines. Here you will see the overall status of each machine.

List of configured virtual machines.

For each listed machine, the following details are displayed: Name, Configuration profile, Status, Resource type, Resource group, Subscription.

The Status column can display the following states:

  • In progress - the VM was just enabled and is being configured
  • Conformant - the VM is configured and no drift is detected
  • Not conformant - the VM has drifted and we were unable to remediate or the machine is powered off and Automanage will attempt to onboard or remediate the VM when it is next running
  • Needs upgrade - the VM is onboarded to an earlier version of Automanage and needs to be upgraded to the latest version
  • Error - the Automanage service is unable to monitor one or more resources

If you see the Status as Not conformant or Error, you can troubleshoot by clicking on the status in the portal and using the troubleshooting links provided

Disabling Automanage for VMs

You may decide one day to disable Automanage on certain VMs. For instance, your machine is running some super sensitive secure workload and you need to lock it down even further than Azure would have done naturally, so you need to configure the machine outside of Azure best practices.

To do that in the Azure portal, go to the Automanage – Azure machine best practices page that lists all of your auto-managed VMs. Select the checkbox next to the virtual machine you want to disable from Automanage, then click on the Disable automanagment button.

Disabling Automanage on a virtual machine.

Read carefully through the messaging in the resulting pop-up before agreeing to Disable.

Note

Disabling automanagement in a VM results in the following behavior:

  • The configuration of the VM and the services it is onboarded to don't change.
  • Any charges incurred by those services remain billable and continue to be incurred.
  • Automanage drift monitoring immediately stops.

First and foremost, we will not off-board the virtual machine from any of the services that we onboarded it to and configured. So any charges incurred by those services will continue to remain billable. You will need to off-board if necessary. Any Automanage behavior will stop immediately. For example, we will no longer monitor the VM for drift.

Automanage and Azure Disk Encryption

Automanage is compatible with VMs that have Azure Disk Encryption (ADE) enabled.

If you are using the Production environment, you will also be onboarded to Azure Backup. There is one prerequisite to successfully using ADE and Azure Backup:

  • Before you onboard your ADE-enabled VM to Automanage's Production environment, ensure that you have followed the steps located in the Before you start section of this document.

Next steps

In this article, you learned that Automanage for machines provides a means for which you can eliminate the need for you to know of, onboard to, and configure best practices Azure services. In addition, if a machine you onboarded to Automanage for virtual machines drifts from the configuration profile, we will automatically bring it back into compliance.

Try enabling Automanage for Azure virtual machines or Arc-enabled servers in the Azure portal.