Client Training and Handover
DOCUMENT CATEGORY: Runbook SCOPE: Client training PURPOSE: Training materials and handover process MASTER REFERENCE: [Azure Local Cloud - Training Standards](https://Azure Local Cloud.com)
Overview
This document outlines the training curriculum for customers receiving an Azure Local implementation. Training ensures customers can effectively deploy, manage, and maintain their workloads using Azure Arc management capabilities.
Training Curriculum
Client training covers the following core competencies:
| Module | Topic | Duration |
|---|---|---|
| 1 | Azure Arc VM Deployment | 1 hour |
| 2 | Azure Arc VM Management | 1 hour |
| 3 | Azure Site Recovery Protection | 1 hour |
| 4 | Azure Backup and Restore | 1 hour |
| 5 | Disaster Recovery Failover | 30 min |
| 6 | Azure Update Manager | 30 min |
Module 1: Azure Arc VM Deployment
Learning Objectives
After completing this module, customers will be able to:
- Deploy a new Azure Arc VM from the Azure Portal
- Select appropriate VM images from the gallery
- Configure VM sizing and resource allocation
- Assign network configurations to VMs
- Understand storage placement options
Topics Covered
- Navigating to Azure Arc VMs
- Access Azure Portal → Azure Arc → Azure Local → Clusters → Virtual Machines
- Understanding the VM gallery and available images
- Creating a New VM
- Name and resource group selection
- Image selection (Windows Server, Linux)
- VM size configuration (vCPUs, memory)
- Administrator credentials
- Network Configuration
- Logical network selection
- Static vs. DHCP IP assignment
- Network security considerations
- Storage Configuration
- Storage path selection
- Disk sizing and performance tiers
- Additional data disk attachment
Module 2: Azure Arc VM Management
Learning Objectives
After completing this module, customers will be able to:
- Start, stop, and restart Azure Arc VMs
- Add and remove virtual disks
- Modify network configurations
- Resize VM resources
- Monitor VM performance
Topics Covered
- VM Lifecycle Operations
- Start, Stop, Restart operations from Azure Portal
- Understanding graceful shutdown vs. force stop
- VM state monitoring
- Disk Management
- Adding data disks to existing VMs
- Removing disks (data preservation considerations)
- Disk performance monitoring
- Network Changes
- Adding/removing network interfaces
- Changing network assignments
- IP address management
- Resource Modification
- Changing VM size (requires VM stop)
- Memory and CPU adjustments
- Impact on running workloads
Module 3: Azure Site Recovery Protection
Learning Objectives
After completing this module, customers will be able to:
- Enable replication for Azure Arc VMs
- Configure replication settings
- Monitor replication health
- Understand recovery point objectives (RPO)
Topics Covered
- Enabling Protection
- Selecting VMs for protection
- Configuring target recovery vault
- Setting replication policies
- Replication Monitoring
- Understanding replication states
- Monitoring sync progress
- Troubleshooting replication issues
- Recovery Point Management
- Understanding crash-consistent vs. app-consistent points
- Recovery point retention policies
- Storage implications
Module 4: Azure Backup and Restore
Learning Objectives
After completing this module, customers will be able to:
- Configure backup policies for VMs
- Perform on-demand backups
- Restore VMs from backup
- Restore individual files from backup
Topics Covered
- Backup Configuration
- Creating backup policies
- Assigning VMs to backup policies
- Understanding backup schedules and retention
- Backup Operations
- Running on-demand backups
- Monitoring backup job status
- Viewing backup history
- Restore Operations
- Full VM restore procedures
- Restore to alternate location
- File-level recovery (where supported)
Module 5: Disaster Recovery Failover
Learning Objectives
After completing this module, customers will be able to:
- Perform test failovers
- Execute planned failovers
- Execute unplanned failovers
- Complete failback procedures
Topics Covered
- Test Failover
- Purpose and importance of testing
- Executing test failover
- Validating recovered VMs
- Cleaning up test resources
- Failover Operations
- Planned vs. unplanned failover scenarios
- Failover execution steps
- Post-failover validation
- Failback Procedures
- Re-protecting VMs after failover
- Failback execution
- Resuming normal operations
Module 6: Azure Update Manager
Learning Objectives
After completing this module, customers will be able to:
- Assess update compliance for Azure Arc VMs
- Schedule update deployments
- Monitor update installation status
- Manage update policies
Topics Covered
- Update Assessment
- Viewing available updates
- Understanding update classifications
- Compliance reporting
- Update Deployment
- Creating update schedules
- Defining maintenance windows
- Selecting update classifications to install
- Update Monitoring
- Tracking deployment progress
- Reviewing installation results
- Handling failed updates
Training Delivery
Session Format
| Delivery Method | Audience Size | Duration |
|---|---|---|
| Remote (Teams/Zoom) | 1-10 | 4-6 hours |
| On-site | 1-20 | Full day |
| Recorded sessions | Unlimited | Self-paced |
Prerequisites
Customer attendees should have:
- Azure Portal access with appropriate RBAC permissions
- Basic understanding of virtualization concepts
- Familiarity with Windows Server administration
Training Materials Provided
- Training slide deck (PDF)
- Quick reference guides for each module
- Lab exercises (if applicable)
- Azure documentation links
- Azure Local Cloud support contact information
Post-Training Support
30-Day Support Window
Following training completion:
- Customers may contact Azure Local Cloud support for training-related questions
- Scheduled follow-up call at 2 weeks post-training
- Additional training sessions available upon request
Self-Service Resources
| Resource | URL |
|---|---|
| Azure Arc VM Documentation | Microsoft Learn |
| Azure Backup Documentation | Microsoft Learn |
| Azure Site Recovery Documentation | Microsoft Learn |
| Azure Update Manager Documentation | Microsoft Learn |
Related Documentation
Navigation
| Previous | Up | Next |
|---|---|---|
| ← Part 7: Cluster Handover | Lifecycle Operations | CMDB Creation → |
Version Control
| Version | Date | Author | Changes |
|---|---|---|---|
| 1.0.0 | 2026-03-24 | Azure Local Cloudnology Team | Initial release |