After initial signup or at any time later, running thru the Setup Wizard is a very convenient way to configure monitoring for new resources, especially when adding many resources at once.

You can find the Setup Wizard button in the upper menu.  Setup Wizard also runs automatically when the user logs into CloudMonix account that has not yet been previously configured.

After the Wizard opens, select the “Setup for Microsoft Azure” option. You’ll be then presented with multiple authorization options.

Step 1: Select an authorization method

First, decide which API you need to authorize with: ARM or Classic. This depends on the API thru which your resources were deployed with. Certain resources are only monitorable thru ARM API.  Other resources, such as Virtual Machines, come in both flavors.  If you are not sure, verify which method should be used by reading this article.

This is also a good time that you understand security precautions taken by CloudMonix to store your credential information.

Step 2: Authorization (ARM option)


In order to authorize CloudMonix to see ARM resources, you need to specify Azure tenant and grant CloudMonix access. Learn more how to find your Azure tenant here.

Provide the Azure tenant name, then click the Authorize button. In the newly opened browser window log into the Azure Portal and click the Accept button to grant CloudMonix access to your subscription.  Azure account needed for authorization should be an Active Directory account with administrative privileges (or be allowed to create Service Principals) and have Owner or Contributor permissions in the target Azure subscription.  Even if the user account is a Global Administrator, it cannot be a Live ID account and must be an Azure AD user account.

CloudMonix does not retain knowledge of your Azure username or password but instead uses it to instrument its own access via the creation of the Service Principal based on its own Azure AD Application.

After authorization completes, CloudMonix will register a new Service Principal named CloudMonix under Applications section of Active Directory blade.  After Azure Subscription is picked in the Setup Wizard, the Service Principal will be granted Contributor role. If needed, you can later downgrade Contributor to Reader level. However, there a number of implications if this is done.  Learn more here.

After completion of the Setup Wizard, CloudMonix will be able to access your Azure Subscription thru the Service Principal it has created.

Step 2: Authorization (Classic option)

In order to authorize CloudMonix to see Classic resources you can choose one of three options:

  • Request CloudMonix to generate a publish settings file for you and then upload it.

In order to generate a publish settings file, simply select the appropriate option in Step 1 and click the link “here”. That will automatically download the file, that you can upload after clicking “Browse” button in the bottom-right corner.

  • Request CloudMonix to generate a management certificate for you and then upload it.

In order to allow CloudMonix to generate a management certificate, you need to provide your subscription ID.

To find your subscription ID, log into Azure Portal, navigate to Subscriptions. Then select the subscription that CloudMonix should monitor and copy the Subscription ID from Overview screen.

Then select the appropriate authorization option in Step 1, copy the Subscription ID, and click the “Next” button.

Download the generated certificate by clicking the “Download public key” link.

 Upload the downloaded file to Management Certificates section in Microsoft Azure Portal. Ensure you’re using the Classic (old) Azure Portal, then go to “Settings”, open “Management Certificates” tab, and upload the generated file.

Go back to CloudMonix, and continue the setup by clicking the “Next” button.

  • Provide CloudMonix with a management certificate that you previously generated in Azure Portal.

Generate a management certificate as described in this article, then select the appropriate option in Step 1. Provide the password and subscription ID (see above how to find Subscription ID in the Azure Portal).  Continue the setup by clicking the “Next” button.

Step 3: Select resources

CloudMonix will automatically detect available resources and will list them in Step 3. You then need to select which resources should be monitored. Optionally, you can select configuration templates from the dropdowns.

Step 4 (optional): Provide additional information

In case of certain resources you will be requested to provide additional information in Step 4. If no additional information is required, this step will be skipped and you’ll progress directly to Step 5.

See details of what information you need to provide for:

Step 5: Confirmation and important messages

The last step of the wizard displays important warnings for resources that were configured.  It is important to understand these warnings before proceeding.

Upon completion of the wizard, navigate to the Performance Dashboard and verify that CloudMonix is visualizing metrics for those resources. You may need to wait for a few minutes before seeing the data.

A video explaining the setup thru Classic API route is available below.