Getting Started with Azure
You are an Azure IoT Developer for a leading gourmet cheese company named Contoso.
Contoso’s Chief Technology Officer has conducted an evaluation of the business opportunity represented by IoT and has concluded that Contoso can realize significant benefits by implementing an IoT solution. They selected Microsoft Azure IoT based on these evaluations.
To get started, you need to become familiar with the Azure tools.
In This Lab
In this lab, you will become familiar with the Azure portal and you will setup a Resource Group. The lab includes the following exercises:
- Explore the Azure Portal
- Create an Azure Dashboard and Resource Group
Exercise 1: Explore the Azure Portal and Dashboard
Before you begin working with the Azure IoT services, it’s good to be familiar with how Azure itself works.
Although we commonly refer to Azure as a ‘cloud’, it is actually a web portal that is designed to make Azure resources accessible from a single web site. All of Azure is accessible through the Azure portal.
Task 1: Examine the Azure portal Home page
In your Web browser, to open your Azure portal, navigate to the portal.azure.com.
When you log into Azure you will arrive at the Azure portal. The Azure portal provides you with a customizable UI that you can use to access your Azure resources.
In the upper left corner of the portal window, to open the Azure portal menu, click the hamburger menu icon.
At the top of the portal menu, you should see a section containing four menu options:
- The Create a resource button opens a page displaying the services available through the Azure Marketplace, many of which provide free options. Notice that services are grouped by technology, including “Internet of Things”, and that a search box is provided.
- The Home button opens a customized page that displays links to Azure services, your recently accessed services, and other tools.
The Dashboard button opens a page displaying your default (or most recently used) dashboard. You will be creating a dashboard later in this lab.
- The All services button opens a page similar to the Create a resource button described above.
The bottom section of the portal menu is a FAVORITES section that can be customized to show your favorite, or most commonly used, resources. Later in this lab, you will learn how to customize this default list of common services to make it a list of your own favorites.
On the Azure portal menu, to display the Home page, click Home.
On the home page, to display a map of data center regions, under Azure services, click Service Health.
When you subscribe to a resource in Azure you’ll pick a region to deploy it to. Azure is supported by a series of regions placed all around the world.
This map shows the current status of regions associated with your subscription(s). A green circle is used to indicate that services are running normally at that region.
With any cloud vendor (Azure, AWS, Google Cloud, etc.), services will go down from time to time. If you see a blue ‘i’ next to a region on the Service Health map, it means the region is experiencing a problem with one or more services. Azure mitigates these issues by running multiple copies of your application in different regions (a practice referred to as Geo-redundancy). If a region experiences an issue with a particular service, those requests will roll over to another region to fulfill the request. This is one of the big advantages of hosting apps in the Azure cloud. Azure deals with the issues, so you don’t have to.
In the upper-left corner of your Azure portal, to navigate back to your home page, click Microsoft Azure.
You can also use the portal menu to perform some simple navigation. You will have a chance to try out some options for portal navigation shortly.
Task 2: Explore the Azure Service options
Open the Azure portal menu, and then click All services.
The All services page provides you with a few different viewing options and access to all of the services that Azure offers in both PaaS and IaaS. The first time that you open the All services page, you will see the Overview page. This view is accessible from the left side menu.
Definitions: The term PaaS is an acronym for Platform as a Service, and the term IaaS is an acronym for Infrastructure as a Service
On the All services page, under Categories, click All.
This view displays all of the services organized into groups corresponding to each Category. The Search box at the top can be very helpful.
On the left side of the All services page, under Categories, click Internet of Things.
The list of services is now limited to the services directly related to an IoT solution.
Service/Resource pages on the Azure portal are sometimes referred to as blades. When you opened the Service Health page a couple of steps back, you opened a Service Health blade.
The Azure portal uses blades as a kind of navigation pattern, opening new blades to the right as you drill deeper and deeper into a service. This gives you a form of breadcrumb navigation as you navigate horizontally.
Hover your mouse pointer over IoT Hub.
A dialog box is displayed. In the top-right corner, notice the “star” shape. When the star shape is filled-in, the service is selected as a favorite. Favorites will appear on the list of your favorite services on the left navigation menu of the portal window. This makes it easier to access the services that you use most often. You can customize your favorites list by selecting the services that you use most.
In the top-right corner of the IoT Hub dialog, to add IoT Hub to the list of your favorite services, click the star shaped icon.
The star should now appear filled. If the star is shown as an outline, click the star icon again.
Tip: When you add a new item to your list of favorites, it is placed at the bottom of the favorites list on the Azure portal menu. You can rearrange your favorites into the order that you want by using a drag-and-drop operation.
Use the same process to add the following services to your favorites: Device Provisioning Services, Function App, Stream Analytics jobs, and Azure Cosmos DB.
Note: You can remove a service from the list of your favorite services by clicking the star of a selected service.
On the left side of the All services page, under Categories, click General.
Ensure that the following services are selected as favorites:
- Resource groups
The favorites that you’ve added are enough to get you started, but you can use the Internet of Things category to add additional favorites to the portal menu if you want.
Task 3: Examine the Toolbar menu
Notice the toolbar at the top of the portal that runs the full width of the window.
In addition to the hamburger menu icon on the far left of this toolbar, there several items that you will find helpful.
First, notice that you have a Search resources tool that can be used to quickly find a particular resource.
To the right of the search tool are several buttons that provide access to common tools. You can hover the mouse pointer over a button to display the button name.
- The Cloud Shell button opens an interactive, authenticated shell right in the portal window that you can use to manage Azure resources. The Azure Cloud Shell supports Bash and PowerShell.
- The Directory + Subscriptions button opens a pane that you can use to manage your Azure subscriptions and account directory (the Azure Active Directory authentication mechanism).
- The Notifications button that opens a notifications pane. The notifications pane is useful when working with a long running process. You will be monitoring notifications when you create and configure resources throughout this course.
- There are also buttons for Settings, Feedback, and Help. The Help button contains links to help documents and a list of useful keyboard shortcuts.
On the far right is a button for your account information, providing you with access to things like your account password and billing information.
On the toolbar, click Help, and then click Help + support
On the Help + support blade, notice the four Tiles for Getting started, Documentation, Learn about billing, and Support plans.
The Help + support blade gives you access to lots of great resources. You may want to come back to this later for further exploration.
On the Help + support blade, click Learn about billing
On the Azure Documentation page, in the Filter by title textbox, type Prevent unexpected costs
Just below the filter textbox, click Prevent unexpected costs
If you are using a paid Azure subscription and you are responsible for billing (you are the Account Administrator), you can use these instructions to set up billing alerts.
Exercise 2: Create an Azure Dashboard and Resource Group
On the Azure portal, dashboards are used to present a customized view of your resources. Information is displayed through the use of tiles which can be arranged and sized to help you organize your resources in useful ways. You can create many different dashboards that provide different views and serve different purposes.
Each tile that you place on your dashboard exposes one or more of your resources. In addition to tiles that expose the data of an individual resource, you can create a tile for something called a resource group.
A resource group is a logical group that contains related resources for a project or application. The resource group can include all the resources for the solution, or only those resources that you want to manage as a group. You decide how you want to allocate resources to resource groups based on what makes the most sense for your organization. Generally, add resources that share the same lifecycle to the same resource group so you can easily deploy, update, and delete them as a group.
In the following tasks, you will:
- create a custom dashboard that you can use during this course
- create a Resource Group and add a Resource Group tile to your dashboard
Task 1: Create a Dashboard
In a Web browser, navigate to your Azure portal.
You can use the following link to open the Azure portal: Azure portal
On the Azure portal menu, click Dashboard.
On the Dashboard page, click + New dashboard
We are going to create a custom dashboard to organize the resources that we use in this course.
To name your new dashboard, replace My Dashboard with AZ-220
In the upcoming steps you will be adding a tile to your dashboard manually. Another option would be to use drag-and-drop operations to add tiles from the Tile gallery to the space provided.
At the top of the dashboard editor, click Done customizing
You should see an empty dashboard at this point.
Task 2: Create a Resource Group and add a Resource Group tile to your Dashboard
On the Azure portal menu, click Resource groups
This blade displays all of the resource groups that you have created using your Azure subscription(s). If you are just getting started with Azure, you probably don’t have any resource groups yet.
On the Resource groups blade, on the top menu, click + Add
This will open a new blade named Create a resource group.
Take a moment to review the contents of the Create a resource group blade.
Notice that the resource group is associated with a Subscription and a Region. Consider the following:
- How might associating a subscription with your resource group be helpful?
- How might associating a region with your resource group affect what you include in your resource group?
In the Subscription dropdown, select the Azure subscription that you are using for this course.
In the Resource group textbox, enter AZ-220-RG
The name of the resource group must be unique within your subscription. A green check mark will appear if the name that you enter has not already been used and confirms to resource group naming rules.
Tip: The Azure documentation describes all Azure naming rules and restrictions.
In the Region dropdown, select a region that is near you.
You should check with your instructor as well, as not all regions offer all services.
You need to provide a location for the resource group because the resource group stores metadata about the resources and acts as the default location for where new resources in the resource group will be created. For compliance reasons, you may want to specify where that metadata is stored. In general, we recommend that you specify a location where most of your resources will reside. Using the same location can simplify the template used to manage your resources.
At the bottom of the Create a resource group blade, click Review + create.
You should see a message informing you that the settings for your resource group have been validated successfully.
To create your resource group, click Create.
On the top menu of the Resource groups blade, to see your new resource group, click Refresh
You will learn more about managing your resources as you continue through this course.
In the list of named resource groups, click the box to the left of the AZ-220-RG resource group that your just created.
Note: You don’t want to open the resource group in a new blade, you just want to select it (check mark on the left).
On the right side of the screen, click the ellipsis (…) corresponding to your resource group, and then click Pin to dashboard
Close your Resource groups blade.
Your dashboard should now contain an empty Resources tile, but don’t worry, we fill it up soon enough.