A Brief Overview of How Azure Automation Can Simplify Your Cloud Operations

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Have you ever wondered how a cloud administrator manages multiple cloud resources?

It’s difficult, especially when dealing with different platforms, tools, and protocols.

You have to manually deploy, configure, update, and monitor your resources, which can be time-consuming, error-prone, and inefficient.

Moreover, consider the expenses related to the upkeep and expansion of your infrastructure. Not to mention the costs involved in maintaining and scaling your infrastructure!

What if we say there is a better way to automate and orchestrate these tasks across heterogeneous environments?

That’s where Azure Automation comes in!

Azure Automation is a cloud-based service that allows you to create, run, and manage automation workflows for your resources.

With Azure Automation, you can:

  • Reduce errors and improve consistency by using predefined or custom scripts and runbooks
  • Save time and boost productivity by automating repetitive and complex tasks
  • Improve efficiency and optimize performance by applying desired state configurations and policies
  • Reduce costs and improve security by managing updates and patches for your resources

In this blog post, we will explore the main features of Azure Automation that make it a powerful and versatile solution for your cloud and hybrid scenarios. We will cover

  1. Process automation
  2. Configuration management
  3. Update management
  4. Shared capabilities
  5. Heterogeneous features

By the end of this post, you will clearly understand how Azure Automation can help you simplify and streamline your cloud operations.

Process Automation

It allows you to automate frequent, time-consuming, and error-prone management tasks for your cloud resources. By using process automation, you can reduce manual intervention, improve consistency, and increase efficiency.

Some of the common scenarios where process automation can be used are:

  • Deploying resources: It can help you provision and configure new resources, like virtual machines, storage accounts, web apps, etc.
  • Responding to events: It can help you react to events, like alerts, notifications, or webhooks, and perform actions, such as sending emails, logging tickets, or restarting services.
  • Orchestrating workflows: It can help you coordinate complex and multi-step workflows, like backup and restore disaster recovery or compliance audits.

To create and run automation workflows, you can use runbooks, which are scripts or graphical diagrams that define the logic and steps of your automation tasks. You can author runbooks using graphical, PowerShell, or Python languages and run them on Azure or hybrid environments. You can also use webhooks to trigger automation from other services and systems, such as Azure DevOps, GitHub, or ServiceNow.

If you want to learn more about how to create and run your first runbook in Azure Automation in-depth, you can check out this link from GitHub here. It will walk you through creating or importing a runbook in Azure Automation.

Configuration Management

If you want to keep your cloud environment in optimal condition, you need a reliable and efficient way to track and manage changes in your resources. This is what configuration management can help you achieve.

Configuration management in Azure Automation consists of two main components: change tracking and inventory and state configuration. They serve different but complementary purposes:

  • Change tracking and inventory: This component helps you monitor changes in services, software, registry, and files on your servers. You can use change tracking and inventory to audit and troubleshoot your resources and generate reports and alerts.

Note: On 31 August 2024, change tracking and inventory with the Log Analytics agent in Azure Automation will be retired.

You’ll need to migrate to change tracking and inventory in Azure Monitoring Agent by that date.

  • Machine configuration in Azure Automanage: Evolved from the “DSC VM extension,” Azure Automanage’s machine configuration is now generally available within Azure, including the remediation feature. It integrates desired state configuration (DSC) as a native Azure component, facilitating the audit and adjustment of OS settings as code for machines in Azure or as Arc-enabled machines in private data centers or multi-cloud environments. The feature can be used directly per machine or at scale orchestrated by Azure Policy.

Using these two components together gives you a complete and consistent view of your resources and ensures they are always aligned with your business and compliance requirements.

Update Management

Keeping your Windows and Linux machines up to date is crucial to maintaining the security and performance of your cloud environments. However, managing updates manually can be tedious, time-consuming, and error-prone. That’s why Azure Automation provides update management, a feature that helps you manage updates for your machines across Azure and non-Azure environments.

With update management, you can:

  • Enable update management for your machines in a few clicks, regardless of where they are located
  • Schedule update deployments according to your business needs and preferences
  • View update compliance and manage update exceptions for your machines in a single dashboard
  • Receive alerts and notifications on the status and results of your update deployments

Update management can save you time, effort, and resources while ensuring that your machines are always up-to-date and compliant.

If you want to know more about update management in Azure Automation, you can check out this in-depth guide here. This comprehensive guide will show you how to enable update management, schedule update deployments, view update compliance, and manage update exceptions in Azure Automation.

Note: On 31 August 2024, the update management feature of Azure Automation and the Log Analytics agent it uses will be retired.

You’ll need to begin assessing and patching your virtual machines using Azure Update Manager by that date.

Azure Update Manager is available at no charge for managing Azure Virtual Machines and Azure Stack HCI VMs. For Azure Arc–enabled servers, the price is $5 per server per month.

Shared capabilities

To simplify and streamline your cloud and hybrid automation tasks, you might want to check out the Shared capabilities in Azure Automation.

Shared Capabilities are a set of features that allow you to leverage common resources, access controls, scheduling options, source control integration, and auditing and tagging across your automation workflows.

With Shared capabilities, you can:

  • Use variables, credentials, certificates, and modules to store and reuse data and configurations you need for your automation tasks. For example, you can use variables to store connection strings, credentials to store login information, certificates to secure your communication, and modules to import custom or third-party functions.
  • Use Azure RBAC to assign roles and permissions to your automation account and its resources. For example, you can grant access to specific users or groups to run, edit, or view your automation tasks or restrict access to sensitive resources such as credentials or certificates.
  • Use schedules to run your automation tasks at specific times or intervals or trigger them based on events or webhooks. For example, you can schedule a daily backup of your virtual machines or trigger a script to provision new resources when a new user is added to your Active Directory.
  • Use source control systems like GitHub or Azure DevOps to store, manage, and version your automation scripts and configurations. For example, you can use GitHub to collaborate with your team on developing and testing your automation scripts or use Azure DevOps to automate your deployment and release pipelines.
  • Use Azure Monitor and Log Analytics to track and analyze the activity and performance of your automation tasks, and use tags to organize and filter your resources. For example, you can use Azure Monitor to view the status and output of your automation jobs or use Log Analytics to query and visualize your automation data. You can also use tags to group your resources by project, environment, or other criteria.

By using Shared capabilities, you can save time and effort, improve consistency and reliability, enhance security and compliance, and optimize your automation processes.

Heterogeneous features

One of the challenges of cloud automation is integrating and orchestrating across different platforms, systems, and services. You may need to automate tasks that involve not only Azure resources but also on-premises or other cloud environments or third-party applications and tools.

How can you achieve this with Azure Automation?

Azure Automation provides a set of features that enable you to work with heterogeneous environments and systems. These features are:

  • Webhooks: These allow you to trigger your automation tasks from external sources, such as Azure Logic Apps, Azure Functions, ITSM products, DevOps tools, or monitoring systems. You can use webhooks to create event-driven automation workflows that respond to changes or incidents in your environment. For example, trigger a runbook that creates a ticket in your ITSM system when an alert is raised in Azure Monitor.
  • Hybrid workers: These allow you to run your automation tasks directly on your Windows or Linux machines, whether they are in Azure, on-premises, or other cloud providers. You can use hybrid workers to manage and configure your local resources, such as services, files, registry, or software. For example, you can use a hybrid worker to run a script that installs a software update on your on-premises server.

Note: On 31 August 2024, the Azure Automation Agent-based User Hybrid Runbook Worker will be retired.

Migrate all Hybrid Runbook Workers to Extension-based User Hybrid Runbook Worker (Windows & Linux) before the above date.

  • Runbook galleries: Runbook galleries allow you to browse, import, and use ready-made runbooks from the Azure Automation community. You can use runbook galleries to find solutions for common automation scenarios or to learn from best practices and examples. For example, you can use a runbook gallery to import a runbook that automates the backup and restore of your SQL databases.

With these features, you can leverage Azure Automation to work with heterogeneous environments and systems and create end-to-end automation solutions across multiple platforms and services.


To take your cloud operations to the next level, you need Azure Automation. It’s the ultimate solution for automating, managing, and optimizing your cloud infrastructure. Whether you need to run scripts, enforce policies, apply updates, or monitor performance, Azure Automation has you covered.

With Azure Automation, you can save time and effort, improve consistency and reliability, enhance security and compliance, and optimize your automation processes.

Azure Automation is the ultimate solution for your cloud automation needs.

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