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Onboard a Microsoft Azure subscription

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This article describes how to onboard a Microsoft Azure subscription or subscriptions on Permissions Management. Onboarding a subscription creates a new authorization system to represent the Azure subscription in Permissions Management.

Note

You must be a Permissions Management Administrator to perform the tasks in this article.

Explanation

The Permissions Management service is built on Azure, and given you're onboarding your Azure subscriptions to be monitored and managed, setup is simple with few moving parts to configure. Below is what is required to configure onboarding:

  • When your tenant is onboarded, an application is created in the tenant.
  • This app requires 'reader' permissions on the subscriptions
  • For controller functionality, the app requires 'User Access Administrator' to create and implement right-size roles

Prerequisites

To add Permissions Management to your Microsoft Entra tenant:

  • You must have a Microsoft Entra user account and an Azure command-line interface (Azure CLI) on your system, or an Azure subscription. If you don't already have one, create a free account.
  • You must have Microsoft.Authorization/roleAssignments/write permission at the subscription or management group scope to perform these tasks. If you don't have this permission, you can ask someone who has this permission to perform these tasks for you.

How to onboard an Azure subscription

  1. If the Data Collectors dashboard isn't displayed when Permissions Management launches:

    • In the Permissions Management home page, select Settings (the gear icon, top right), and then select the Data Collectors subtab.

  2. On the Data Collectors dashboard, select Azure, and then select Create Configuration.

1. Add Azure subscription details

Choose from three options to manage Azure subscriptions.

Option 1: Automatically manage

This option lets subscriptions be automatically detected and monitored without further work required. A key benefit of automatic management is that any current or future subscriptions found are onboarded automatically. The steps to detect a list of subscriptions and onboard for collection are as follows:

  • Firstly, grant Reader role to Cloud Infrastructure Entitlement Management application at management group or subscription scope. To do this:

  1. In the EPM portal, left-click the cog on the top right-hand side.

  2. Go to data collectors tab

  3. Ensure Azure is selected.

  4. Click Create Configuration.

  5. For onboarding mode, select Automatically Manage.

    Note

    The steps listed on the screen outline how to create the role assignment for the Cloud Infrastructure Entitlements Management application. This is performed manually in the Microsoft Entra ID console, or programmatically with PowerShell or the Azure CLI.

  • Once complete, Click Verify Now & Save.

To view status of onboarding after saving the configuration:

  1. Collectors are now listed and change through status types. For each collector listed with a status of Collected Inventory, click on that status to view further information.
  2. You can then view subscriptions on the In Progress page.

Option 2: Enter authorization systems

You have the ability to specify only certain subscriptions to manage and monitor with Permissions Management (up to 100 per collector). Follow the steps below to configure these subscriptions to be monitored:

  1. For each subscription you wish to manage, ensure that the ‘Reader’ role has been granted to Cloud Infrastructure Entitlement Management application for the subscription.
  2. In the EPM portal, click the cog on the top right-hand side.
  3. Go to data collectors tab
  4. Ensure 'Azure' is selected
  5. Click ‘Create Configuration’
  6. Select ‘Enter Authorization Systems’
  7. Under the Subscription IDs section, enter a desired subscription ID into the input box. Click the “+” up to nine extra times, putting a single subscription ID into each respective input box.
  8. Once you have input all of the desired subscriptions, click next
  9. Click ‘Verify Now & Save’
  10. Once the access to read and collect data is verified, collection will begin.

To view status of onboarding after saving the configuration:

  1. Go to the Data Collectors tab.
  2. Click on the status of the data collector.
  3. View subscriptions on the In Progress page.

Option 3: Select authorization systems

This option detects all subscriptions that are accessible by the Cloud Infrastructure Entitlement Management application.

  • Firstly, grant Reader role to Cloud Infrastructure Entitlement Management application at management group or subscription scope.

  1. In the Permissions Management portal, click the cog on the top right-hand side.

  2. Go to the Data Collectors tab.

  3. Ensure Azure is selected.

  4. Click Create Configuration.

  5. For onboarding mode, select Automatically Manage.

    Note

    The steps listed on the screen outline how to create the role assignment for the Cloud Infrastructure Entitlements Management application. You can do this manually in the Microsoft Entra ID console, or programmatically with PowerShell or the Azure CLI.

  • Once complete, Click Verify Now & Save.

To view status of onboarding after saving the configuration:

  1. Go to newly create Data Collector row under Azure data collectors.
  2. Click on Status column when the row has Pending status
  3. To onboard and start collection, choose specific ones subscriptions from the detected list and consent for collection.

2. Review and save.

  1. In Permissions Management Onboarding – Summary page, review the information you've added, and then select Verify Now & Save.

    The following message appears: Successfully Created Configuration.

    On the Data Collectors tab, the Recently Uploaded On column displays Collecting. The Recently Transformed On column displays Processing.

    The status column in your Permissions Management UI shows you which step of data collection you're at:

    • Pending: Permissions Management has not started detecting or onboarding yet.
    • Discovering: Permissions Management is detecting the authorization systems.
    • In progress: Permissions Management has finished detecting the authorization systems and is onboarding.
    • Onboarded: Data collection is complete, and all detected authorization systems are onboarded to Permissions Management.

3. View the data.

  1. To view the data, select the Authorization Systems tab.

    The Status column in the table displays Collecting Data.

    The data collection process takes some time and occurs in approximately 4-5 hour intervals in most cases. The time frame depends on the size of the authorization system you have and how much data is available for collection.

Next steps