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Merge pull request #15515 from ManikaDhiman/md-arc-vm-prereqs2
Changes to Arc VM prereqs--version 2
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azure-stack/hci/manage/assign-vm-rbac-roles.md

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ms.date: 02/13/2024
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ms.date: 07/19/2024
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# Use Role-based Access Control to manage Azure Stack HCI Virtual Machines
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Here's a table that describes the VM actions granted by each role for the VMs and the various VM resources. The VM resources are referred to resources required to create a VM and include virtual disks, network interfaces, VM images, logical networks, and storage paths:
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|Builtin role |VMs |VM resources |
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|---------|---------|---------|
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|Azure Stack HCI Administrator |Create, list, delete VMs<br><br> Start, stop, restart VMs |Create, list, delete all VM resources including logical networks, VM images, and storage paths |
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|Azure Stack HCI VM Contributor |Create, list, delete VMs<br><br> Start, stop, restart VMs |Create, list, delete all VM resources except logical networks, VM images, and storage paths |
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|Azure Stack HCI VM Reader |List all VMs |List all VM resources |
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| Builtin role | VMs | VM resources |
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|--|--|--|
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| Azure Stack HCI Administrator | Create, list, delete VMs<br><br> Start, stop, restart VMs | Create, list, delete all VM resources including logical networks, VM images, and storage paths |
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| Azure Stack HCI VM Contributor | Create, list, delete VMs<br><br> Start, stop, restart VMs | Create, list, delete all VM resources except logical networks, VM images, and storage paths |
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| Azure Stack HCI VM Reader | List all VMs | List all VM resources |
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## Prerequisites
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Before you begin, make sure to complete the following prerequisites:
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1. Make sure that you have access to an Azure Stack HCI cluster that is deployed and registered. During the deployment, an Arc Resource Bridge and a custom location are also created.
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Go to the resource group in Azure. You can see the custom location and Azure Arc Resource Bridge created for the Azure Stack HCI cluster. Make a note of the subscription, resource group, and the custom location as you use these later in this scenario.
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1. Make sure that complete the [Azure Stack HCI cluster requirements](./azure-arc-vm-management-prerequisites.md).
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1. Make sure that you have access to Azure subscription as an Owner or User Access Administrator to assign roles to others.
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## Assign RBAC roles to users
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You can assign RBAC roles to user via the Azure portal. Follow these steps to assign RBAC roles to users:
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1. In the Azure Portal, search for the scope to grant access to, for example, search for subscriptions, resource groups, or a specific resource. In this example, we use the subscription in which the Azure Stack HCI cluster is deployed.
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1. In the Azure portal, search for the scope to grant access to, for example, search for subscriptions, resource groups, or a specific resource. In this example, we use the subscription in which the Azure Stack HCI cluster is deployed.
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1. Go to your subscription and then go to **Access control (IAM) > Role assignments**. From the top command bar, select **+ Add** and then select **Add role assignment**.

azure-stack/hci/manage/azure-arc-vm-management-prerequisites.md

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# Azure Arc VM management prerequisites
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The Azure requirements include:
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- To provision Arc VMs and VM resources such as virtual disks, logical network, network interfaces and VM images through the Azure portal, you must have **Contributor** level access at the subscription level.
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- To provision Arc VMs and VM resources such as virtual disks, logical network, network interfaces, and VM images through the Azure portal, you must have access to an Azure subscription with the appropriate RBAC role and permissions assigned. For more information, see [RBAC roles for Azure Stack HCI Arc VM management](./assign-vm-rbac-roles.md#about-builtin-rbac-roles).
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- Arc VM management infrastructure is supported in the regions documented in the [Azure requirements](../concepts//system-requirements-23h2.md#azure-requirements). For Arc VM management on Azure Stack HCI, all entities must be registered, enabled, or created in the same region.
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The entities include Azure Stack HCI cluster, Arc Resource Bridge, Custom Location, VM operator, virtual machines created from Arc and Azure Arc for Servers guest management. These entities can be in different or same resource groups as long as all resource groups are in the same region.
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The entities include Azure Stack HCI cluster, Arc Resource Bridge, Custom Location, VM operator, virtual machines created from Arc and Azure Arc for Servers guest management. These entities can be in different or same resource groups as long as all resource groups are in the same region.
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## Azure Stack HCI cluster requirements
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- You have access to an Azure Stack HCI system that is deployed, has an Arc Resource Bridge and a custom location.
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- Go to the **Overview > Server** page in the Azure Stack HCI system resource. Verify that **Azure Arc** shows as **Connected**. You should also see a custom location and an Arc Resource Bridge for your cluster.
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:::image type="content" source="./media/azure-arc-vm-management-prerequisites/azure-arc-connected.png" alt-text="Screenshot of the Overview page in the Azure Stack HCI cluster resource showing Azure Arc as connected." lightbox="./media/azure-arc-vm-management-prerequisites/azure-arc-connected.png":::
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## Azure Command-Line Interface (CLI) requirements
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Skip this section if not using Azure CLI to provision and manage Arc VMs and VM resources.
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You can connect to Azure Stack HCI system directly or you can access the cluster remotely. Depending on whether you're connecting to the cluster directly or remotely, the steps are different.
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For information on Azure CLI commands for Azure Stack HCI VMs, see [az stack-hci-vm](/cli/azure/stack-hci-vm).
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During the cluster deployment, an Arc Resource Bridge is created and the Azure CLI extension `stack-hci-vm` is installed on the cluster. You can connect to and manage the cluster using the Azure CLI extension.
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### Connect to the cluster remotely
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If you're accessing the Azure Stack HCI system remotely, the following requirements must be met:
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- Run [az version](/cli/azure/reference-index?#az-version) to find the version and dependent libraries that are installed. To upgrade to the latest version, run [az upgrade](/cli/azure/reference-index?#az-upgrade).
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- The Azure Stack HCI extension `stack-hci-vm`. Run PowerShell as an administrator on your client and run the following command :
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- The Azure Stack HCI extension `stack-hci-vm`. Run PowerShell as an administrator on your client and run the following command:
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```PowerShell
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az extension add --name "stack-hci-vm"

azure-stack/hci/manage/create-logical-networks.md

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# Create logical networks for Azure Stack HCI
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Before you begin, make sure to complete the following prerequisites:
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[!INCLUDE [hci-vm-image-prerequisites-marketplace](../../includes/hci-vm-image-prerequisites-marketplace.md)]
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# [Azure CLI](#tab/azurecli)
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- Make sure to review and [complete the prerequisites](./azure-arc-vm-management-prerequisites.md). If using a client to connect to your Azure Stack HCI cluster, see [Connect to the cluster remotely](./azure-arc-vm-management-prerequisites.md#connect-to-the-cluster-remotely).
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- Make sure you have an external VM switch that can be accessed by all the servers in your Azure Stack HCI cluster. By default, an external switch is created during the deployment of your Azure Stack HCI cluster that you can use to associate with the logical network you will create.
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- To create VMs with static IP addresses in your address space, add a logical network with static IP allocation. Reserve an IP range with your network admin and make sure to get the address prefix for this IP range.
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# [Azure portal](#tab/azureportal)
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The prerequisites for the Azure portal are the same as those for the Azure CLI. See [Azure CLI](./create-logical-networks.md?tabs=azurecli#tabpanel_1_azurecli).
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---
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## Create the logical network
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You can create a logical network using either the Azure Command-Line Interface (CLI) or by using the Azure portal.

azure-stack/hci/manage/create-network-interfaces.md

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# Create network interfaces for Arc virtual machines on Azure Stack HCI
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# [Azure CLI](#tab/azurecli)
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[!INCLUDE [hci-vm-prerequisites](../../includes/hci-vm-prerequisites.md)]
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- If using a client to connect to your Azure Stack HCI cluster, see [Connect to Azure Stack HCI via Azure CLI client](./azure-arc-vm-management-prerequisites.md#azure-command-line-interface-cli-requirements).
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- Make sure to review and [complete the prerequisites](./azure-arc-vm-management-prerequisites.md). If using a client to connect to your Azure Stack HCI cluster, see [Connect to the cluster remotely](./azure-arc-vm-management-prerequisites.md#connect-to-the-cluster-remotely).
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- Access to a logical network that you created on your Azure Stack HCI cluster. For more information, see [Create logical network](./create-virtual-networks.md).
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# [Azure portal](#tab/azureportal)
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[!INCLUDE [hci-vm-prerequisites](../../includes/hci-vm-prerequisites.md)]
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In the Azure portal, you create a network interface during the VM creation flow. For prerequisites and more information, see [Create Azure Stack HCI VM in Azure portal](./create-arc-virtual-machines.md).
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## Create network interface
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To create a VM, you'll first need to create a network interface on your logical network. The steps can be different depending on whether your logical network is static or DHCP.

azure-stack/hci/manage/create-storage-path.md

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# Create storage path for Azure Stack HCI
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Go to the resource group in Azure. You can see the custom location and Azure Arc Resource Bridge created for the Azure Stack HCI cluster. Make a note of the subscription, resource group, and the custom location as you use these later in this scenario.
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1. Make sure that complete the [Azure Stack HCI cluster requirements](./azure-arc-vm-management-prerequisites.md).
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1. Make sure that a cluster shared volume exists on your Azure Stack HCI cluster that is accessible from all the servers in the cluster. The storage path that you intend to provide on a cluster shared volume should have sufficient space for storing VM images. By default, cluster shared volumes are created during the deployment of Azure Stack HCI cluster.
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You can create storage paths only within cluster shared volumes that are available in the cluster. For more information, see [Create a cluster shared volume](/windows-server/failover-clustering/failover-cluster-csvs#add-a-disk-to-csv-on-a-failover-cluster).
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azure-stack/hci/manage/virtual-machine-image-azure-marketplace.md

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# Create Azure Stack HCI VM image using Azure Marketplace images
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[!INCLUDE [hci-vm-image-prerequisites-marketplace](../../includes/hci-vm-image-prerequisites-marketplace.md)]
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- Make sure to review and [complete the prerequisites](./azure-arc-vm-management-prerequisites.md).
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- If using a client to connect to your Azure Stack HCI cluster, see [Connect to Azure Stack HCI via Azure CLI client](./azure-arc-vm-management-prerequisites.md#azure-command-line-interface-cli-requirements).
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- If using a client to connect to your Azure Stack HCI cluster, see [Connect to the cluster remotely](./azure-arc-vm-management-prerequisites.md#connect-to-the-cluster-remotely).
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# [Azure portal](#tab/azureportal)
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[!INCLUDE [hci-vm-image-prerequisites-marketplace](../../includes/hci-vm-image-prerequisites-marketplace.md)]
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Make sure to review and [complete the prerequisites](./azure-arc-vm-management-prerequisites.md).
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azure-stack/includes/hci-vm-image-prerequisites-local-share.md

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- Make sure to review and [Complete the prerequisites](../hci/manage/azure-arc-vm-management-prerequisites.md).
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:::image type="content" source="./media/hci-vm-image-prerequisites-local-share/azure-arc-connected.png" alt-text="Screenshot of the Overview page in the Azure Stack HCI cluster resource showing Azure Arc as connected." lightbox="./media/hci-vm-image-prerequisites-local-share/azure-arc-connected.png":::
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- Make sure to review and [complete the prerequisites](../hci/manage/azure-arc-vm-management-prerequisites.md).
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- For custom images in a local share on your Azure Stack HCI, you'll have the following extra prerequisites:
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- You should have a VHD/VHDX uploaded to a local share on your Azure Stack HCI cluster.

azure-stack/includes/hci-vm-image-prerequisites-marketplace.md

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azure-stack/includes/hci-vm-image-prerequisites-storage-account.md

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- Make sure to review and [complete the prerequisites](../hci/manage/azure-arc-vm-management-prerequisites.md).
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:::image type="content" source="./media/hci-vm-image-prerequisites-storage-account/azure-arc-connected.png" alt-text="Screenshot of the Overview page in the Azure Stack HCI cluster resource showing Azure Arc as connected." lightbox="../hci/manage/media/virtual-machine-image-storage-account/azure-arc-connected.png":::
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- For custom images in Azure Storage account, you have the following extra prerequisites:
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