For each Subscription:

1. Open the Subscriptions page

2. Click on Access Control (IAM)

3. Click on +Add

4. Search for Role “Reader and Data Access”

5. Search for the Azure user with the role of “Billing profile owner”

6. NOTE: if you don’t see a Billing Profile, you need to enable it from the Subscription side:

7. Go to “Subscriptions”

8. Open the subscription you want to enable with Yotascate by clicking on its name (if you have more than one)

9. Click on the Settings - “Billing properties”

10. Click on the link in front of “Billing profile”

11. Click on “Access control (IAM)”

12. Add the user the use that will onboard with Yotascale with the Role of ” Billing profile owner” or “Billing profile reader”that will enroll with Yotascale

13. Save

For the Subscription Billing Account do:

1. Open the Subscription

2. Click on Billing Profiles

3. Click on the Billing Account

4. Click on Access Control (IAM)

5. Click on +Add

6. Select the Billing Reader

7. Search and select the respective user that will onboard with Yotascale

8. Click on Save

Prerequisite 4: Azure Storage Account Permissions and Settings

Your Azure Storage Account needs to: 

• Have "write" permissions required to change the configured storage account (regardless of permissions on the export) 

• Be configured for blob or file storage. If possible, we recommend creating a new storage account dedicated to the cost management data with Yotascale

Setup an Azure Storage Account and Export Daily Usage and Cost Files

For each account, you need to onboard with Yotascale follow the following steps.

Please login to your Azure account with the user-defined in the “Prerequisite 2” above.

Then go and create a scheduled daily export under Cost Management in case you do not have created it already. Follow this Azure guide to create such an Export. 

This needs to be done for both:

• Actual cost (Usage and Purchases) - Select to export standard usage and purchases

• Amortized cost (Usage and Purchases) - Select to export amortized costs for purchases like Azure reservations 

Yotascale-Side Steps

1. Login to your Yotascale account as an “Admin”

2. Go to Settings - Manage Connections

3. Click on “Add Account” and select Azure:

   

4. Click on:

   

5. Sign in with the same user mentioned above in the Azure-Side Prerequisites section

6. You may get a popup to confirm your Azure Active Directory:

   Image RemovedImage Added

7. It is possible that you get a “Token Renewal Failed”. In that case, you need to click on Get Token:

   

8. Select the account which you want to onboard to Yotascale (once we have a token, we will fetch your Billing Account info)

9. Select the correct Billing Profile  from the respective drop-down 

10. Select the correct Subscription ID from the respective drop-down 

11. The form will be auto-populated

12. Verify the location of your Export Files is correct and click the 'Save' button.

13. This is a screenshot of an example you should see before you Save the account connection: