Azure (Public)

Overview

Morpheus offers a complete Integration with Microsoft Azure including the following:

  • Virtual Machine Sync, Create, Delete, Manage, RBAC, Tenant Permissions, Policies
  • Resource Group Sync, Create, Delete, RBAC, Tenant Permissions
  • Network Sync, Create, Delete, RBAC, Tenant Permissions
  • Subnet Sync, Create, Delete, RBAC, Tenant Permissions
  • Security Group Sync, Create, Delete, Tenant Permissions
  • Security Group Rule Sync, Create, Delete, Tenant Permissions
  • ARM Blueprints, Spec Templates, Deployment Logs Sync, Git/GitHub Integration
  • MSSQL Service Sync, Create, Delete, Manage, RBAC, Tenant Permissions
  • AKS Sync, Sync, Create, Delete, Manage, RBAC, Tenant Permissions
  • Backup Create, Delete, Manage, RBAC, Policies
  • Storage Sync, Create, Delete, Manage, Browse, RBAC, Tenant Permissions, Policies
  • Marketplace Sync
  • Private Image Sync & Upload
  • Azure Marketplace Custom Library Item Support
  • Remote Console (SSH & RDP)
  • Lifecycle Management
  • Availability Set Support
  • Scale Set Sync, Create, Assign, Manage, Delete
  • Azure Load Balancer Create, Assign, Manage, Delete, RBAC, Tenant Permissions
  • Docker (VM) Cluster Sync, Create, Delete, Manage, RBAC, Tenant Permissions
  • Kubernetes (VM) Cluster Sync, Create, Delete, Manage, RBAC, Tenant Permissions
  • Service Plan Sync, Tenant Permissions, RBAC
  • Pricing Sync RBAC, Tenant Permissions, Markup
  • Costing Sync, Reporting, Invoicing
  • Reservations Sync, Guidance Recommendations
  • Azure Stack Support
  • Tag Bi-Directional Sync, Creation, Deletion Policy Enforcement
  • Cost Estimator
  • Azure US Gov Support
  • Azure China Support
  • Azure Germany Support
  • CSP Account Support

Requirements

Morpheus Azure Integration requires Owner or Contributor access to subscription via App Registration. Adding an Azure Cloud or Clouds to Morpheus will require the following:

  • Azure Subscription ID
  • Directory (tenant) ID
  • Application (client) ID
  • Application (client) Secret
  • Application (client) must be Owner or Contributor of Subscription

CSP Accounts require the additional following input:

  • CSP Directory (tenant) ID
  • CSP Application (client) ID
  • CSP Application (client) SECRET

Credentials & Permissions

Morpheus authenticates with Azure via an App Registration with an Owner or Contributor Role on a Subscription. Use the steps below to create and collect the required credentials and assign the required permissions to integrate Azure with Morpheus.

Warning

Using an App Registration (service principal) that has selective resource permissions and is not an Owner or Contributor of the Subscription is not supported and will cause failures/issues. Please confirm the App Registration you use to integrate Azure with Morpheus has Owner or Contributor permissions on the specified Subscription before contacting support.

Create an App Registration

If you do not have an existing Azure Active Directory App Registration, or you wish to use an new one for Morpheus, you will need to create one.

  1. Log into the Azure portal

  2. Select “Azure Active Directory”

  3. Select “App Registrations”

  4. Select “New Registration”

    ../../../_images/Default_Directory_App_registrations_Microsoft_Azure.png
  5. Next, give app a name, specify Web app / API for the type (default) and enter any url for the Sign-on URL:

  6. Click Create and your new App Registration will be created.

    ../../../_images/Register_an_application_Microsoft_Azure.png

Now that we have (or already had) our App Registration, we will gather the credentials required for the Morpheus Azure integration.

Copy Directory (tenant) and Application (client) IDs

The App Registration Directory (tenant) and Application (client) ID are required for the Morpheus Azure integration. Both can be found in the overview section of the App Registration.

  1. Go to the Overview section of your App Registration
  2. Copy the Directory (tenant) ID
  3. Store/Paste for use as the Tenant ID when Adding your Azure cloud in Morpheus
  4. Copy the Application (client) ID
  5. Store/Paste for use as the Client ID when Adding your Azure cloud in Morpheus
../../../_images/morpheusAppReg_Microsoft_Azure.png

Generate a Client Secret

While still in your App Registration:

  1. Select Certificates & secrets in the Manage Section

  2. Select + New client secret

    ../../../_images/morpheusAppReg_Certificates_secrets_Microsoft_Azure.png
  3. The “Add a client secret” modal will come up

  4. Add a description to help identify the secret in the future

  5. Select a duration

  6. Select Add

    ../../../_images/morpheusAppReg_Certificates_secrets_Add.png
  7. Copy the newly generated Client Secret Value. It is important to copy the Client Secret Value now as it will not be displayed/available

    Important

    Copy the key value before continuing as it will not be displayed/available again.

    ../../../_images/morpheusAppReg_Certificates_secrets_Copy.png
  8. Store/Paste for use as the Client Secret when Adding your Azure cloud in Morpheus

You now have 3 or the 4 credentials required for Morpheus Azure cloud integration. The last credential required is the Azure Subscription ID.

Subscription ID

To get the Azure Subscription ID:

  1. Navigate to the main Subscriptions section. One way is to search for “Subscriptions” and select Subscriptions in the search results

    ../../../_images/azuresubscriptionssearch.png
  2. In the main “Subscriptions” section, copy the Subscription ID

    ../../../_images/Subscriptions_Microsoft_Azure.png
  3. Store/Paste for use as the Subscription ID when Adding your Azure cloud in Morpheus

Make App Registration owner or contributor of Subscription

The App Registration created/used needs to be an owner of the Azure Subscription used for the Morpheus cloud integration. If lesser permissions are given or permissions are assigned at individual resource levels, Morpheus will not be able to properly inventory/sync, create and/or remove resources.

  1. In the main “Subscriptions” section in Azure, select the Subscription

  2. In the Subscription pane, select “Access Control (IAM)”

  3. Either Click “+ Add”, and the “Add Role Assignment”, or simply select “Add a role assignment”

    ../../../_images/Azure_subscription_1_Access_control_IAM_Microsoft_Azure.png
  4. In the right pane, select “Owner” or “Contributor” Role type

  5. Search for the name of the App Registration used for the Morpheus integration

  6. Select the App Registration in the search results

  7. Select “Save”

    ../../../_images/Add_role_assignment_save.png

You now have the required Credentials and permissions to add an Azure Cloud Integration(s) into Morpheus.

Add an Azure Cloud Integration

To add a new Azure Cloud integration into Morpheus using the credentials created/collected from the previous section, perform the following:

  1. In Morpheus, navigate to Infrastructure -> Clouds and select + ADD

    ../../../_images/Clouds_Morpheus_Add.png
  2. Select “AZURE (PUBLIC)” from the Cloud Types list and click NEXT

    ../../../_images/Clouds_Morpheus.png
  3. Populate the Following

    NAME

    Name of the Cloud in Morpheus

    CODE

    Unique code used for api/cli, automation and policies.

    LOCATION

    Description field for adding notes on the cloud, such as location.

    VISIBILITY

    For setting cloud permissions in a multi-tenant environment. Not applicable in single tenant environments.

    TENANT

    If Visibility is set to Private, select the Tenant the Cloud resources will assigned to.

    ENABLED

    When disabled, automatic Cloud sync is paused and the Cloud will not be selectable for provisioning.

    AUTOMATICALLY POWER ON VMS

    When enabled, Morpheus will maintain the expected powered on state of managed VM’s and power on any managed VM’s in the cloud that have been shut down for unknown reasons (not powered off by Morpheus) to ensure availability of services.

    Note

    When “AUTOMATICALLY POWER ON VMS” is enabled, the power state of managed VM’s should be maintained in Morpheus. This setting is not applicable to discovered/unmanaged resources.

    CLOUD TYPE
    • Standard (Azure Cloud)
    • US Gov (Azure US Government)
    • German (Azure German Cloud)
    • China (Azure China Cloud)
    SUBSCRIPTION ID

    The target Azure Subscription ID obtained from the previous section

    TENANT ID

    The Directory (tenant) ID obtained from the previous section

    CLIENT ID

    The Application (client) ID obtained from the previous section

    CLIENT SECRET

    The Application (client) Secret obtained from the previous section

    LOCATION

    Once valid credentials are populate above and Morpheus is able to successfully authenticate with Azure, the available locations/regions will populate.

    RESOURCE GROUP
    • Select “All” to scope the Cloud to all available Resource Groups in the specified location/region.
    • Select a single Resource Group to limit Morpheus resource creation, selection and discovery to just this Resource Group.
    INVENTORY EXISTING INSTANCES

    Check to enable discovery/inventory of existing VM’s in the scoped Region and Resource Group(s)

    INVENTORY LEVEL
    Basic

    Morpheus will sync information on all resources in the selected Resource Group(s), including Name, IP Addresses, Platform Type, Power Status, and overall resources sizing for Storage, CPU and RAM, every 5 minutes. Inventoried VM’s will appear as Unmanaged VM’s.

    Full (API Heavy)

    In addition to the information synced from Basic Inventory level, Morpheus will gather Resource Utilization metrics for Memory, Storage and CPU utilization per VM when available.

    Off

    Existing VM’s will not be inventoried

    ACCOUNT TYPE

    Standard, EA or CSP

    Note

    For CSP Accounts, also enter CSP TENANT ID, CSP CLIENT ID and CSP CLIENT SECRET in the Advanced Options section.

    ../../../_images/addAzureCloudMorphuesS1.png
    DOMAIN

    Specify a default domain for instances provisioned to this Cloud.

    SCALE PRIORITY

    Only affects Docker Provisioning. Specifies the priority with which an instance will scale into the cloud. A lower priority number means this cloud integration will take scale precedence over other cloud integrations in the group.

    APPLIANCE URL

    Alternate Appliance url for scenarios when the default Appliance URL (configured in admin -> settings) is not reachable or resolvable for Instances provisioned in this cloud. The Appliance URL is used for Agent install and reporting.

    TIME ZONE

    Configures the time zone on provisioned VM’s if necessary.

    DATACENTER ID

    Used for differentiating pricing among multiple datacenters. Leave blank unless prices are properly configured.

    NETWORK MODE

    Unmanaged or select a Network Integration (NSX, ACI etc)

    LOCAL FIREWALL

    On or Off. Enable to managed Host and VM firewall/IP Table rules (linux only)

    SECURITY SERVER

    Security Server setting is for Security Service Integrations such as ACI

    TRUST PROVIDER

    Select Internal (Morpheus) or an existing Trust Provider Integration

    STORAGE MODE

    Single Disk, LVM or Clustered

    BACKUP PROVIDER

    Select Internal Backups (Morpheus) or a Backup Integration

    REPLICATION PROVIDER

    Sets the default Replication Provider for the Cloud. Select an existing Replication Provider Integration

    GUIDANCE

    Enable Guidance recommendations on cloud resources.

    COSTING

    Enable for Morpheus to sync Costing data from the Cloud provider, when available. If your organization utilizes reserved instances and you want to pull in related pricing data, select Costing and Reservations. If this is not relevant, select Costing to save money on additional calls to the AWS Cost Explorer API or similar service for other clouds.

    DNS INTEGRATION

    Records for instances provisioned in this cloud will be added to selected DNS integration.

    SERVICE REGISTRY

    Services for instances provisioned in this cloud will be added to selected Service Registry integration.

    CONFIG MANAGEMENT

    Select a Chef, Salt, Ansible or Puppet integration to be used with this Cloud.

    CMDB

    Select CMDB Integration to automatically update selected CMDB.

    CHANGE MANAGEMENT

    Select an existing Change Management Integration to set on the Cloud. ex: Cherwell

    AGENT INSTALL MODE
    • SSH / WINRM: Morpheus will use SSH or WINRM for Agent install.
    • Cloud Init / Unattend (when available): (DEFAULT) Morpheus will utilize Cloud-Init or Cloudbase-Init for agent install when provisioning images with Cloud-Init/Cloudbase-Init installed. Morpheus will fall back on SSH or WINRM if cloud-init is not installed on the provisioned image. Morpheus will also add Agent installation to Windows unattend.xml data when performing Guest Customizations or utilizing syspreped images.
    API PROXY

    Set a proxy for outbound communication from the Morpheus Appliance to the Cloud endpoints. Proxies can be added in the Infrastructure -> Networks -> Proxies tab.

    INSTALL AGENT

    Enable to have Agent Installation on by default for all provisioning into this Cloud. Disable for Agent Installation to be off by default for all provisioning into this Cloud.

    PROXY

    Set a proxy for inbound communication from Instances to the Morpheus Appliance. Proxies can be added in the Infrastructure -> Networks -> Proxies tab.

    Bypass Proxy for Appliance URL

    Enable to bypass proxy settings (if added) for Morpheus Agent communication to the Appliance URL.

    NO PROXY

    Include a list of IP addresses or name servers to exclude from proxy traversal

    USER DATA (LINUX)

    Add cloud-init user data. Morpheus 4.1.0 and earlier assumes bash syntax. Morpheus 4.1.1 and later supports all User Data formats. Refer to https://cloudinit.readthedocs.io/en/latest/topics/format.html for more information.

  4. Once done configuring the Cloud, select NEXT. NOTE all specified values except the Subscription ID can be changes after the Cloud is created.

  5. Next select an existing Group to add the Azure Cloud to, or create a new Group, then select NEXT

    ../../../_images/Clouds_MorpheusAddGroup.png
  6. Review the configuration and then select COMPLETE

    ../../../_images/Clouds_MorpheusComplete.png

Your new Azure Cloud integration will be created and begin to sync.

Note

The initial sync of an Azure Cloud can take some time due to Marketplace data sync.

../../../_images/Clouds_MorpheusNewCloudAdded.png