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Azure VPS setup notes » History » Revision 60

Revision 59 (Jon Goldberg, 11/19/2025 07:29 PM) → Revision 60/62 (Jon Goldberg, 11/19/2025 07:47 PM)

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 # Microsoft Azure - Initial Setup 

 ## For the Client 

 Hi there!    Microsoft frequently changes their interface, so sometimes If I've directed you to this page, the instructions don't match up exactly. part that concerns you are the first three sections only.    Feel It's a bit convoluted, so feel free to ask me if you run into trouble! -Jon 

 [**NOTE**: Most of Microsoft's pages break with an ad blocker enabled.] 

 ### Get a Sponsorship 
 * [Go to the Nonprofit Microsoft Getting Started page](https://nonprofit.microsoft.com/en-us/getting-started).    Fill out the paperwork to be approved as a 501c3.    Approval can take 1 day or 3-4 weeks - I've seen both multiple times. 
 * Once approved, go to https://www.microsoft.com/en-us/nonprofits/azure to claim credits (or go directly to [Claiming Your Credits](https://nonprofit.microsoft.com/en-us/offers/azure). 
 * You'll know you're successful because you'll see a sponsorship listed on the [Sponsorship Page](https://www.microsoftazuresponsorships.com/Balance). 

 ### Create a Subscription 

 * Check that you have credits in your sponsored account: https://www.microsoftazuresponsorships.com/Balance 
 * Visit the [Azure Portal](https://portal.azure.com).   
 * Click the **Subscriptions** icon. 
 * Click the **Add** button. 
 * Add a subscription of type "Microsoft Azure Sponsorship" from the Azure portal. You will likely need to select **Show other subscription types** to see it. 
  * **Note**: Even sponsored subscriptions require a credit card, make sure you have one available. 

 

 ### Grant access to other users 
 Microsoft has made recent changes to this system, so these are experimental instructions.    I may ask you to take additional steps! 
 * Log in to https://entra.microsoft.com. 
 * Select **Users** from the left navigation menu. 
 * Click **New User » Invite External User**. 
 * Add my email (jon@megaphonetech.com) and display name (Jon Goldberg). 
 * On the *Assignments* tab, click **Add Role**, then grant me the **Global Administrator** role. 
 * Go to the *Review and Invite* tab, and click **Invite** at the bottom of the screen. 

 

 ### On Renewals 
 You will need to renew every year.    Instructions for this are incomplete - but you should go to your [Azure portal](https://portal.azure.com) and click the **Subscriptions** button (see screenshot 1 below).    Find the subscription ID (screenshot 2) - it's a string of numbers and letters.    Then go to https://www.microsoftazuresponsorships.com/Balance and assign your new credits to the existing subscription. 

 If you did not do this in time, you should be able to open a support ticket with Microsoft to request a refund. 

 **Screenshot 1** 
 ![Azure portal toolbar, "Subscriptions" is circled](Selection_2157.png) 
 **Screenshot 2** 
 ![Azure portal Subscriptions screen, a red arrow points to the Subscription ID](Selection_2158.png) 

 ## Technical Configuration 
 To set up a free account, you must: 
 * Get a Sponsorship (see above) 
 * Create a Subscription linked to the Sponsorship (see above) 
 * (Strongly recommended) Grant access to the subscription to other users. 
 * Create a Resource Group linked to the Subscription 
 * Create a Virtual Machine (and associated resources) linked to the Resource Group 

 ### Create a resource group 
 * Select "Resource Groups" from the main Azure portal (left sidebar). 
 * Select **Create** and give it a name. 
 * Your subscription should be pre-selected since you only have the one. 
 * Click **Review and Create**, then **Create**. 

 ### Create a virtual machine 
 * Click on your new resource group in the Azure Portal. 
 * Click **Create**. 
 * Search for the name of the image you want (e.g. `Debian 13 "Trixie`). 
  * If you picked an image that shows an hourly cost, it's the wrong one. 
 * See the screenshots below for configuration of the "Basics" and "Disk" tabs.    The other tabs I keep with the defaults.    My standard VPS type is now `D2ps_v6`. 
  * "D2" is general-purpose VM, we always select this.    "a" is AMD-series (old preference), "p" is ARM64, "d" is temp disk included (we don't need this), "s" supports premium SSD disks. v6 is the latest gen, always use the latest gen. 

 ![Create a VM - Basics Tab](Selection_2678.png) 

 ![Create a VM - Disks Tab](Selection_2679.png) 

 ### Post-provisioning configuration 

 #### Get serial console working 
 Serial console is necessary for single-user mode, and troubleshooting if SSH fails. 

 It's normally working out of the box now.    Go to "Serial Console" in the VM left navigation.    If it doesn't work: 

 * Go to **Boot Diagnostics** in the VM's left nav. 
 * Click **Settings** at the top. 
 * Select **Enable with managed storage account**. 
 * Save. 

 Now Serial Console will work. 

 #### Modify Firewall Rules 
 * Click on your new virtual machine in the Azure portal. 
 * Click **Networking** in the side navigation. 
 * You should see your firewall settings.    They should look like the screenshot below, except they'll be missing the two items circled. 
 * Add the "allow_ping" and "Port_5665" rules to the *Inbound Port Rules* as shown in the screenshot. 

 ![Firewall Rules](https://hq.megaphonetech.com/attachments/download/1772/Selection_999(012).png) 

 #### Add a swapfile 
 [Complete instructions are here](https://support.microsoft.com/en-us/help/4010058/how-to-add-a-swap-file-in-linux-azure-virtual-machines) but in short, add this to `/etc/waagent.conf` for an 8GB swapfile: 

 ``` 
     ResourceDisk.Format=y 
     ResourceDisk.EnableSwap=y 
     ResourceDisk.SwapSizeMB=8192 
 ``` 

 Then run `service walinuxagent restart`.