Tutorial: Order Azure Data Box Heavy

Azure Data Box Heavy is a hybrid solution that allows you to import your on-premises data into Azure in a quick, easy, and reliable way. You transfer your data to a Microsoft-supplied 770 TB (approximate usable capacity) storage device and then ship the device back. This data is then uploaded to Azure.

This tutorial describes how you can order an Azure Data Box Heavy. In this tutorial, you learn about:

  • Prerequisites for Data Box Heavy
  • Order a Data Box Heavy
  • Track the order
  • Cancel the order

Prerequisites

Complete the following configuration prerequisites for Data Box service and device before you deploy the device.

For installation site

Before you begin, make sure that:

  • The device fits through standard doorways and entryways. However, do make sure that the device can fit through all your entryways. Device dimensions are: width: 26" length: 48" height: 28".
  • If installed on a floor other than the ground floor, you need access for the device via an elevator or a ramp. The device weighs approximately ~500 lbs.
  • Make sure that you have a flat site in the datacenter with proximity to an available network connection that can accommodate a device with this footprint.

For service

Before you begin, make sure that:

  • You have your Microsoft Azure storage account with access credentials, such as storage account name and access key.

  • The subscription you use for Data Box service is one of the following types:

    • Microsoft Customer Agreement (MCA) for new subscriptions or Microsoft Enterprise Agreement (EA) for existing subscriptions. Read more about MCA for new subscriptions and EA subscriptions.
    • Cloud Solution Provider (CSP). Learn more about Azure CSP program.

      Note

      This service is supported for the Azure CSP program in India if you are on the modern billing model. If you are on the legacy billing model as per your agreement, you will not be able to create Data Box orders.

    • Microsoft Azure Sponsorship. Learn more about Azure sponsorship program.
    • Microsoft Partner Network (MPN). Learn more about Microsoft Partner Network.
  • Ensure that you have owner or contributor access to the subscription to create a device order.

For device

Before you begin, make sure that:

  • Your device is unpacked.

  • You should have a host computer connected to the datacenter network. Data Box Heavy will copy the data from this computer. Your host computer must run a supported operating system as described in Azure Data Box Heavy system requirements.

  • You need to have a laptop with RJ-45 cable to connect to the local UI and configure the device. Use the laptop to configure each node of the device once.

  • Your datacenter needs to have high-speed network. We strongly recommend that you have at least one 10-GbE connection.

  • You need one 40-Gbps or 10-Gbps cable per device node. Choose cables that are compatible with the Mellanox MCX314A-BCCT network interface:

    • For the 40-Gbps cable, device end of the cable needs to be QSFP+.
    • For the 10-Gbps cable, you need an SFP+ cable that plugs into a 10 G switch on one end, with a QSFP+ to SFP+ adapter (or the QSA adapter) for the end that plugs into the device.
    • The power cables are included with the device.

Order Data Box Heavy

Do the following steps in the Azure portal to order a device:

  1. Use your Microsoft Azure credentials to sign in at this URL: https://portal.azure.com.

  2. Select + Create a resource and search for Azure Data Box. Select Azure Data Box.

    Screenshot of the New section of the Azure portal with Azure Data Box in the search box. The Azure Data Box entry is highlighted.

  3. Select Create.

    Screenshot of Azure Data Box section of the Azure portal. The Create option is highlighted.

  4. Check whether Data Box service is available in your region. Enter or select the following information, and then select Apply.

    Setting Value
    Transfer type Select Import to Azure.
    Subscription Select an EA, CSP, or Azure sponsorship subscription for Data Box service.
    The subscription is linked to your billing account.
    Resource group Select an existing resource group. A resource group is a logical container for the resources that can be managed or deployed together.
    Source country/region Select the country/region where your data currently resides.
    Destination Azure region Select the Azure region where you want to transfer data.
    For more information, see region availability for Data Box or region availability for Data Box Heavy.
    If the selected source and destination regions cross international country borders, Data Box and Data Box Heavy won't be available.

    Screenshot of options to select the Transfer Type, Subscription, Resource Group, and source and destination to start a Data Box order in the Azure portal.

  5. Select the Data Box product to order, either Data Box, as shown below, or Data Box Heavy.

    For Data Box, the maximum usable capacity for a single order is 80 TB. For Data Box Heavy, the maximum usable capacity for a single order is 770 TB. You can create multiple orders for larger data sizes.

    You can't select Data Box or Data Box Heavy in either of these cases:

    • If the source and destination regions that you selected cross international country boundaries.

      To transfer your data across country/region borders, you can import your data to a destination in the same country/region and then use Azure Import/Export to transfer the data in Azure.

    • If your Azure subscription doesn't support the Data Box product. In some cases, your subscription might not support a Data Box product in a specific country.

    If you select Data Box Heavy, the Data Box team checks device availability in your region. They'll notify you when you can continue with the order.

    Screenshot showing the screen for selecting an Azure Data Box product. The Select button for Data Box is highlighted.

  6. In Order, go to the Basics tab. Enter or select the following information. Then select Next: Data destination>.

    Setting Value
    Subscription The subscription is automatically populated based on your earlier selection.
    Resource group The resource group you selected previously.
    Import order name Provide a friendly name to track the order.
    • The name can have from 3 to 24 characters that can be a letter, number, or hyphen.
    • The name must start and end with a letter or a number.

    Screenshot showing the Basics screen for a Data Box order with example entries. The Basics tab and "Next: Data destination" button are highlighted.

  7. On the Data destination screen, select the Data destination - either storage accounts or managed disks.

    The Data destination tab changes based on the destination you select. See either To use storage accounts or To use managed disks, below, for instructions.

    To use storage accounts

    If using storage account(s) as the storage destination, you'll see the following screen.

    Screenshot of the Data Destination tab for a Data Box order with a Storage Accounts destination. The Storage Accounts storage destination is highlighted.

    Based on the specified Azure region, select one or more storage accounts from the filtered list of existing storage accounts. Your Data Box can be linked with up to 10 storage accounts. You can also create a new General-purpose v1, General-purpose v2, or Blob storage account.

    • If you select Azure Premium FileStorage accounts, the provisioned quota on the storage account share will increase to the size of data being uploaded to the file shares. After the quota is increased, it isn't adjusted again, for example, if for some reason the Data Box can't upload your data.

      This quota is used for billing. After your data is uploaded to the datacenter, you should adjust the quota to meet your needs. For more information, see Understanding billing.

    • If you're using a General Purpose v1 or General Purpose v2 storage account, you can enable large file shares to allow data uploads of up to 100 TiB per share. If large file shares aren't enabled, a data upload to Azure will fail once the 5-TiB standard share limit is reached.

      If you select a General Purpose v1 or General Purpose v2 storage account that supports Azure file shares and doesn't have large file shares enabled, you'll see an Enable large file shares button. To enable large file shares for one or more storage accounts, select Enable large file shares, and then enable large file shares on each storage account that will need large file shares.

      Once you enable large file shares on an account, the storage account is upgraded and this upgrade can't be reversed. For more information, see Large file shares.

      Screenshot of the Enable option for for a Data Box order that will import files to storage accounts. The Enabled button is highlighted.

    • If you are using a General Purpose v1, General Purpose v2, or Blob storage account, you will also see the Enable copy to archive option in addition to the Enable large file shares option. Enabling copy to archive will allow you to send your blobs to the archive tier automatically. This is done in two steps with each blob first being uploaded to the default access tier of the storage account and then its metadata updated to archive. Any data that is uploaded to the archive tier is offline and will need to be rehydrated before reading or modifying.

      When copy to archive is enabled, you will see an extra archive share on the data box during the copy process.The extra share is available for SMB, NFS, REST, and data copy service methods.

      Screenshot of Enable copy to archive option.

    Note

    Storage accounts with virtual networks are supported. To allow the Data Box service to work with secured storage accounts, enable the trusted services within the storage account network firewall settings. For more information, see how to Add Azure Data Box as a trusted service.

    To use managed disks

    If using Data Box to create Managed disk(s) from on-premises virtual hard disks (VHDs), you will also need to provide the following information:

    Setting Value
    Resource groups Create new resource groups if you intend to create managed disks from on-premises VHDs. You can use an existing resource group only if the resource group was created previously when creating a Data Box order for managed disks by the Data Box service.
    Specify multiple resource groups separated by semi-colons. A maximum of 10 resource groups are supported.

    Screenshot of the Data Destination tab for a Data Box order with a Managed Disks destination. The Data Destination tab, Managed Disks, and Next: Security button are highlighted.

    The storage account specified for managed disks is used as a staging storage account. The Data Box service uploads the VHDs as page blobs to the staging storage account before converting the page blobs to managed disks and moving them to the resource groups. For more information, see Verify data upload to Azure.

    Note

    If a page blob isn't successfully converted to a managed disk, it stays in the storage account and you're charged for storage.

  8. Select Next: Security> to continue.

    The Security screen lets you use your own encryption key and your own device and share passwords, and choose to use double encryption.

    All settings on the Security screen are optional. If you don't change any settings, the default settings will apply.

    Screenshot of the Security tab for a Data Box import Order. The Security tab is highlighted.

  9. If you want to use your own customer-managed key to protect the unlock passkey for your new resource, expand Encryption type.

    Configuring a customer-managed key for your Azure Data Box is optional. By default, Data Box uses a Microsoft managed key to protect the unlock passkey.

    A customer-managed key doesn't affect how data on the device is encrypted. The key is only used to encrypt the device unlock passkey.

    If you don't want to use a customer-managed key, skip to Step 15.

    Screenshot of Security tab in the Data Box Order wizard. Encryption Type settings are expanded and highlighted.

  10. To use a customer-managed key, select Customer managed key as the key type. Then choose Select a key vault and key.

    Screenshot of Encryption Type settings on the Security tab for a Data Box order. The "Select a key and key vault" link is highlighted.

  11. In the Select key from Azure Key Vault blade:

    • The Subscription is automatically populated.

    • For Key vault, you can select an existing key vault from the dropdown list.

      Screenshot of Encryption type settings on the Security tab for a Data Box order. The "Customer managed key" option and the "Select a key and key vault" link are selected.

      Or select Create new key vault if you want to create a new key vault.

      Screenshot of Encryption type settings on the Security tab for a Data Box order. The "Create new key vault" link is highlighted.

      Then, on the Create key vault screen, enter the resource group and a key vault name. Ensure that Soft delete and Purge protection are enabled. Accept all other defaults, and select Review + Create.

      Screenshot of the Create Key Vault screen for a Data Box order. Resource Group and Key Vault Name are highlighted. Soft-Delete and Purge Protection are enabled.

      Review the information for your key vault, and select Create. Wait for a couple minutes for key vault creation to complete.

      Screenshot of the Review Plus Create tab of the Create Key Vault wizard for Azure. The Create button is highlighted.

  12. The Select a key blade will display your selected key vault.

    Screenshot of the "Select a key" screen in Azure Key Vault. The Key Vault field is highlighted.

    If you want to create a new key, select Create new key. You must use an RSA key. The size can be 2048 or greater. Enter a name for your new key, accept the other defaults, and select Create.

    Screenshot of the "Create a Key" screen in Azure Key Vault with a key name entered. The Name field and the Create button are highlighted.

    You'll be notified when the key has been created in your key vault. Your new key will be selected and displayed on the Select a key blade.

  13. Select the Version of the key to use, and then choose Select.

    Screenshot of the "Create a Key" screen in Azure Key Vault. The Version field is highlighted, with available versions displayed.

    If you want to create a new key version, select Create new version.

    Screenshot of the Create A Key screen in Azure Key Vault. The Create New Version link is highlighted.

    Choose settings for the new key version, and select Create.

    Screenshot of the Create a Key dialog box in Azure Key Vault with example field settings. The Create button is highlighted.

    The Encryption type settings on the Security screen show your key vault and key.

    Screenshot of the Security tab for a Data Box import order. A key vault and key are highlighted in the Encryption type settings.

  14. Select a user identity that you'll use to manage access to this resource. Choose Select a user identity. In the panel on the right, select the subscription and the managed identity to use. Then choose Select.

    A user-assigned managed identity is a stand-alone Azure resource that can be used to manage multiple resources. For more information, see Managed identity types.

    If you need to create a new managed identity, follow the guidance in Create, list, delete, or assign a role to a user-assigned managed identity using the Azure portal.

    Screenshot of Security tab showing "Select user assigned management identity" panel for a Data Box order. Subscription and Selected Identity fields are highlighted.

    The user identity is shown in Encryption type settings.

    Screenshot of the Security tab for a Data Box import order. A selected User Identify is highlighted in the Encryption Type settings.

    Important

    If you use a customer-managed key, you must enable the Get, UnwrapKey, and WrapKey permissions on the key. Without these permissions, order creation will fail. They're also needed during data copy. To set the permissions in Azure CLI, see az keyvault set-policy.

  15. If you don't want to use the system-generated passwords that Azure Data Box uses by default, expand Bring your own password on the Security screen.

    The system-generated passwords are secure, and are recommended unless your organization requires otherwise.

    Screenshot of expanded "Bring your own password" on the Security tab for a Data Box order. Security tab and password options are highlighted.

  • To use your own password for your new device, by Set preference for the device password, select Use your own password, and type a password that meets the security requirements.

    The password must be alphanumeric and contain from 12 to 15 characters, with at least one uppercase letter, one lowercase letter, one special character, and one number.

    • Allowed special characters: @ # - $ % ^ ! + = ; : _ ( )
    • Characters not allowed: I i L o O 0

    Screenshot of "Bring your own password" options on Security tab for a Data Box order. The Use Your Own Password option and Device Password option are highlighted.

  • To use your own passwords for shares:

    1. By Set preference for share passwords, select Use your own passwords and then Select passwords for the shares.

      Screenshot of options for using your own share passwords on Security tab for a Data Box order. Two options, Use Your Own Passwords and Select Passwords for the Shares, are highlighted.

    2. Type a password for each storage account in the order. The password will be used on all shares for the storage account.

      The password must be alphanumeric and contain from 12 to 64 characters, with at least one uppercase letter, one lowercase letter, one special character, and one number.

      • Allowed special characters: @ # - $ % ^ ! + = ; : _ ( )
      • Characters not allowed: I i L o O 0
    3. To use the same password for all of the storage accounts, select Copy to all.

    4. When you finish, select Save.

      Screenshot of Set Share Passwords screen for a Data Box order. The Copy To All link and the Save button are highlighted.

    On the Security screen, you can use View or change passwords to change the passwords.

  1. In Security, if you want to enable software-based double encryption, expand Double-encryption (for highly secure environments), and select Enable double encryption for the order.

    Screenshot of Double Encryption options on the Security tab for a Data Box order. The Enable Double Encryption For The Order option and the Next: Contact Details button are highlighted.

    The software-based encryption is performed in addition to the AES-256 bit encryption of the data on the Data Box.

    Note

    Enabling this option could make order processing and data copy take longer. You can't change this option after you create your order.

    Select Next: Contact details> to continue.

  2. In Contact details, select + Add Address.

    Screenshot of Contact Details tab for a Data Box order. The Contact Details tab and the Plus Add Address option are highlighted.

  3. On the Add address screen, provide your first and last name, the name and postal address of the company, and a valid phone number. Select Validate address. The service validates the address for service availability and notifies you if service is available for that address.

    Screenshot of the Add Address screen for a Data Box order. The Ship using options and the Add shipping address option called out.

    If you selected self-managed shipping, you will receive an email notification after the order is placed successfully. For more information about self-managed shipping, see Use self-managed shipping.

  4. Select Add shipping address once the shipping details have been validated successfully. You will return to the Contact details tab.

  5. Beside Email, add one or more email addresses. The service sends email notifications regarding any updates to the order status to the specified email addresses.

    We recommend that you use a group email so that you continue to receive notifications if an admin in the group leaves.

    Screenshot showing the Email section of the Contact Details tab for a Data Box order. The area for typing email addresses and the Review Plus Order button are highlighted.

    Select Review + Order to continue.

  6. In Review + Order:

    1. Review the information in Review + Order related to the order, contact details, notification, and privacy terms.

    2. Check the box corresponding to the agreement to privacy terms. When you select the checkbox, the order information is validated.

    3. Once the order is validated, select Order.

      Screenshot of the Review Plus Order tab for a Data Box order. The validation status, terms checkbox, and Order button are highlighted.

    The order takes a few minutes to be created. Your completed order will look similar to this one. You can select Go to resource to open the order.

    Screenshot of a completed deployment for a Data Box order. The Go To Resource button is highlighted.

The Data Box team will contact you to get more information about your requirements so they can determine whether Data Box Heavy service is available in the needed location. The order remains in an Ordered state while they review the order. They'll notify you if for some reason they can't fill your order.

Track the order

After you have placed the order, you can track the status of the order from Azure portal. Go to your Data Box Heavy order and then go to Overview to view the status. The portal shows the order in Ordered state.

If the device is not available, you receive a notification. If the device is available, Microsoft identifies the device for shipment and prepares the shipment. During device preparation, following actions occur:

  • SMB shares are created for each storage account associated with the device.
  • For each share, access credentials such as username and password are generated.
  • Device password that helps unlock the device is also generated.
  • The Data Box Heavy is locked to prevent unauthorized access to the device at any point.

When the device preparation is complete, the portal shows the order in Processed state.

Data Box Heavy order processed

Microsoft then prepares and dispatches your device via a regional carrier. You receive a tracking number once the device is shipped. The portal shows the order in Dispatched state.

Data Box Heavy order dispatched

Cancel the order

To cancel this order, in the Azure portal, go to Overview and click Cancel from the command bar.

After placing an order, you can cancel it at any point before the order status is marked processed.

To delete a canceled order, go to Overview and click Delete from the command bar.

Next steps

In this tutorial, you learned about Azure Data Box Heavy topics such as:

  • Prerequisites
  • Order Data Box Heavy
  • Track the order
  • Cancel the order

Advance to the next tutorial to learn how to set up your Data Box Heavy.