Onboarding Azure Accounts to Yotascale™ Software

To onboard your Azure accounts with Yotascale, we need to make sure your Azure account type meets the minimum criteria, and that you have a user available with the required roles.

Note: we will ask you to log in to your Azure console from the Yotascale Azure onboarding. We are not storing your credentials. All we need is to get access to your Cost Export Files. The login is to allow us to be able to get access to the Storage Keys for the Container where the Cost Export Files are saved.

Azure-Side Prep Work

Prerequisite 1: Azure account type

Your Azure account must be of the type: MCA (Microsoft Customer Agreement).
We need to be able to access the Cost Export Files from each of your Azure. Subscriptions in order to get resource usage and costs. If did not yet enable cost Export files for your Azure Subscriptions, this document shows how you can do it.

Prerequisite 2: Azure user that will be used to enroll with Yotascale

These are the roles that are needed for your Azure Billing Account and Subscriptions.
Please note that the roles are done on a per Subscription level and as such you need to have access to each of your Subscriptions to onboard them with Yotascale.

Resource	Role (any of these will work)
Billing Account	Billing Account Reader Owner Contributor Cost Mangement Contributor
Subscriptions	Reader and Data Access Owner Global Administrator Application Developer Cloud Application Administrator

Please note that for the Subscription Reader is not enough because that Role does not give access to the Cost Export Files.

Prerequisite 3: Azure user needs to have Role access to Subscriptions and Billing Accounts

For each Subscription, the minimum Role needed is: Reader and Data Access
For the Subscription Billing Account, the minimum role is: Billing Reader
Theuser that will be used to onboard your Azure account with Yotascale needs to have the role of “Billing profile owner”.If the user needs do not have these Azure Roles yet, follow these steps:
For each Subscription:

Open the Subscriptions page

Click on
Setup Permission for the Azure Billing Account
For each Billing Account, you want to enroll, ask your Azure Admin to:
Open the Billing Account by opening the “Cost Management + Billing”
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Open the “Billing Account” you need access to, in this example the “Yotascale, Inc.”
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Click in Access Control (IAM)
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Click on +Add
Search for Role “Reader and Data Access”
Search for the Azure in “Add +” and add the Role of “Billing Account Reader” to the user that will enroll onboard with Yotascale
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Save and you’re done with the Billing Account
Setup Permissions to each Azure Subscription
For the Subscription Billing Account doIf the user still does not have Reader and Data Access (or a superior Role) to your Subscriptions, please follow these steps.

For each Subscription:
Open the SubscriptionClick on Billing ProfilesSubscriptions page from Search or Menu:
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Click on the Billing AccountSubscription you want to add
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Click on Access Control (IAM)
Click on “+ Add
Select the Billing Reader
Search and select the respective user that will onboard with Yotascale
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
Add” to add a Role
Add the “Reader and Data Access” Role or a Superior Role. Select the user you want to add
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Save it and you’re done with Subscription Permissions
Setup Daily Usage and Purchase Export Files for Actual and Amortized Billing
You need to have Daily Export Files for Usage and Purchase enable per Subscription so that Yotascale can read your usage and costs details.
For each of your Subscriptions follow these steps to enable the Export Files, in case you have not done it yet.
You can either follow the steps highlighted below or follow the steps from 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
These are the steps to enable the Cost Export Files for a Subscription:
Go to your Cost Management and BIlling in your Azure account that you want to onboard with Yotascale
Click in the Billing Account you want to onboard with Yotascale
Click on Exports on the left menu at the bottom:
Example of what it looks like:
After you save, you’re done with Export Files. Remember you need to do this for the two types of billing data (Actual and Amortized).
Yotascale
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Side Steps to Onboard Your Azure Subscriptions
Login to your Yotascale account as an “Admin”
Go to Settings - Manage Connections
Click on “Add Account” and select Azure:
Click on:
Sign in with the same user mentioned above in the Azure-Side Prerequisites section
You may get a popup to confirm your Azure Active Directory:
It is possible that you get a “Token Renewal Failed”. In that case, you need to click on Get Token:
Select the account which you want to onboard to Yotascale (once we have a token, we will fetch your Billing Account info)
Select the correct Billing Profile from the respective drop-down
Select the correct Subscription ID from the respective drop-down
The form will be auto-populated
Verify the location of your Export Files is correct and click the 'Save' button.
This is a screenshot of an example you should see before you Save the account connection: