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Version: 2411

Phase 05: Cluster Deployment

Runbook Azure

DOCUMENT CATEGORY: Runbook
SCOPE: Azure Local cluster deployment
PURPOSE: Deploy the cluster through Azure Portal or ARM templates
MASTER REFERENCE: Microsoft Learn - Deploy Azure Local

Status: Active Estimated Time: 1.5-3 hours Last Updated: 2026-03-08


Overview​

This stage deploys the Azure Local cluster using the configured infrastructure. Deployment can be performed through the Azure Portal (GUI-based) or ARM templates (infrastructure-as-code). Azure Local Cloud supports both Active Directory and Local Identity authentication methods.


Deployment Methods​

MethodAuthenticationUse Case
Portal - Active DirectoryDomain-joinedStandard enterprise deployment
ARM Template - Active DirectoryDomain-joinedAutomated/repeatable deployment
Portal - Local IdentityLocal accountsEdge/disconnected scenarios
ARM Template - Local IdentityLocal accountsAutomated edge deployment
Azure Local Cloud Standard

For Azure Local Cloud Azure Local deployments, Active Directory with ARM Template is the recommended approach for consistency and repeatability.


Prerequisites​

All Deployment Methods​

RequirementValidation
Arc registration complete (Phase 04)All nodes show "Connected" in Azure Portal
Network infrastructure configuredManagement, storage, and compute networks ready
Required Azure permissionsContributor + User Access Administrator on resource group
Storage infrastructure readyPhysical disks and enclosures configured

Active Directory Deployments Only​

RequirementValidation
AD pre-created with New-HciAdObjectsPreCreationOU exists, LCM user created in OU, GPO inheritance blocked at OU level
Nodes NOT pre-joined to domain(Get-WmiObject Win32_ComputerSystem).Domain returns WORKGROUP
DNS resolves the AD domain FQDN from all nodesResolve-DnsName <domain.fqdn> succeeds on each node

Local Identity Deployments Only​

RequirementValidation
Non-built-in local admin account with identical credentials on ALL nodesAccount is NOT the built-in Administrator; login succeeds on each node
Azure Key Vault availableExisting KV accessible, or will be created during portal deployment
DNS server with zone configured for cluster nodesResolve-DnsName <node-fqdn> succeeds for each node

Deployment Workflow​

graph TD
A[Start Deployment] --> B{Authentication Type?}
B -->|Active Directory| C[AD Pre-checks]
B -->|Local Identity| D[Local Admin Setup]
C --> E{Deployment Method?}
D --> E
E -->|Portal| F[Portal Wizard]
E -->|ARM Template| G[ARM Deployment]
F --> H[Validation]
G --> H
H --> I{Deployment Successful?}
I -->|Yes| J[Phase 16: Post-Deployment]
I -->|No| K[Troubleshooting]
K --> E

Azure Portal Deployment Overview​

The Azure Portal deployment wizard guides you through:

  1. Basics - Subscription, resource group, cluster name, region
  2. Configuration - Node configuration, witness, and storage settings
  3. Networking - Management, compute, and storage network settings
  4. Management - Update settings, key vault integration
  5. Tags - Resource tagging for governance
  6. Validation - Pre-deployment checks
  7. Review + Create - Final review and deployment

ARM Template Deployment Overview​

ARM template deployments provide:

  • Repeatability - Consistent deployments across environments
  • Version Control - Track infrastructure changes in Git
  • Automation - Integrate with CI/CD pipelines
  • Compliance - Audit trail of infrastructure changes
Azure Local Cloud ARM Templates

Azure Local Cloud parameter templates are maintained in the Azure Local Toolkit:

Toolkit location: configs/azure/arm-templates/04-cluster-deployment/

  • azuredeploy.parameters.ad.json — Active Directory authentication
  • azuredeploy.parameters.local-identity.json — Local Identity authentication

Microsoft official template: Pull at deploy time from the Azure Quickstart Templates repository. Do not modify the main template — customize only via the parameters file.


Estimated Deployment Time​

PhaseDuration
Pre-deployment validation15-30 minutes
Cluster deployment45-90 minutes
Extension installation15-30 minutes
Post-deployment validation15-30 minutes
Total1.5-3 hours

Next Steps​

Select your deployment method:

AuthenticationMethodLink
Active DirectoryPortalPortal Instructions
Active DirectoryARM TemplateARM Template Instructions
Local IdentityPortalPortal Instructions
Local IdentityARM TemplateARM Template Instructions

After completing cluster deployment, proceed to Phase 16: Post Deployment.


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Phase 14: Arc RegistrationCluster Deployment IndexPhase 16: Post-Deployment

References: