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Deploy Azure IoT Operations Preview to an Arc-enabled Kubernetes cluster

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Important

Azure IoT Operations Preview – enabled by Azure Arc is currently in preview. You shouldn't use this preview software in production environments.

You'll need to deploy a new Azure IoT Operations installation when a generally available release is made available. You won't be able to upgrade a preview installation.

See the Supplemental Terms of Use for Microsoft Azure Previews for legal terms that apply to Azure features that are in beta, preview, or otherwise not yet released into general availability.

Learn how to deploy Azure IoT Operations Preview to a Kubernetes cluster using the Azure portal.

In this article, we discuss Azure IoT Operations deployments and instances, which are two different concepts:

  • An Azure IoT Operations deployment describes all of the components and resources that enable the Azure IoT Operations scenario. These components and resources include:

    • An Azure IoT Operations instance
    • Arc extensions
    • Custom locations
    • Resource sync rules
    • Resources that you can configure in your Azure IoT Operations solution, like assets and asset endpoints.

  • An Azure IoT Operations instance is the parent resource that bundles the suite of services that are defined in What is Azure IoT Operations Preview? like MQTT broker, dataflows, and OPC UA connector.

When we talk about deploying Azure IoT Operations, we mean the full set of components that make up a deployment. Once the deployment exists, you can view, manage, and update the instance.

Prerequisites

Cloud resources:

Development resources:

  • Azure CLI installed on your development machine. This scenario requires Azure CLI version 2.64.0 or higher. Use az --version to check your version and az upgrade to update if necessary. For more information, see How to install the Azure CLI.

  • The Azure IoT Operations extension for Azure CLI. Use the following command to add the extension or update it to the latest version:

    az extension add --upgrade --name azure-iot-ops

A cluster host:

  • Have an Azure Arc-enabled Kubernetes cluster with the custom location and workload identity features enabled. If you don't have one, follow the steps in Prepare your Azure Arc-enabled Kubernetes cluster.

    If you deployed Azure IoT Operations to your cluster previously, uninstall those resources before continuing. For more information, see Update Azure IoT Operations.

  • Verify that your cluster host is configured correctly for deployment by using the verify-host command on the cluster host:

    az iot ops verify-host

  • (Optional) Prepare your cluster for observability before deploying Azure IoT Operations: Configure observability.

Deploy

The Azure portal deployment experience is a helper tool that generates a deployment command based on your resources and configuration. The final step is to run an Azure CLI command, so you still need the Azure CLI prerequisites described in the previous section.

  1. In the Azure portal, search for and select Azure IoT Operations.

  2. Select Create.

  3. On the Basics tab, provide the following information:

    Parameter Value
    Subscription Select the subscription that contains your Arc-enabled cluster.
    Resource group Select the resource group that contains your Arc-enabled cluster.
    Cluster name Select the cluster that you want to deploy Azure IoT Operations to.
    Custom location name Optional: Replace the default name for the custom location.

    A screenshot that shows the first tab for deploying Azure IoT Operations from the portal.

  4. Select Next: Configuration.

  5. On the Configuration tab, provide the following information:

    Parameter Value
    Azure IoT Operations name Optional: Replace the default name for the Azure IoT Operations instance.
    MQTT broker configuration Optional: Edit the default settings for the MQTT broker. For more information, see Configure core MQTT broker settings.
    Dataflow profile configuration Optional: Edit the default settings for dataflows. For more information, see Configure dataflow profile.

    A screenshot that shows the second tab for deploying Azure IoT Operations from the portal.

  6. Select Next: Dependency management.

  7. On the Dependency management tab, select an existing schema registry or use these steps to create one:

    1. Select Create new.

    2. Provide a Schema registry name and Schema registry namespace.

    3. Select Select Azure Storage container.

    4. Choose a storage account from the list of hierarchical namespace-enabled accounts, or select Create to create one.

      Schema registry requires an Azure Storage account with hierarchical namespace and public network access enabled. When creating a new storage account, choose a General purpose v2 storage account type and set Hierarchical namespace to Enabled.

    5. Select a container in your storage account or select Container to create one.

    6. Select Apply to confirm the schema registry configurations.

  8. On the Dependency management tab, select either the Test settings or the Secure settings deployment option. If you aren't sure which is right for your scenario, review the guidance in Deployment details > Choose your features.

    Depending on your choice, follow the steps to either:

Deploy with test settings

Use these steps if you chose the Test settings option on the Dependency management tab.

  1. Select Next: Automation.

  2. One at a time, run each Azure CLI command on the Automation tab in a terminal:

    1. Sign in to Azure CLI interactively with a browser even if you already signed in before. If you don't sign in interactively, you might get an error that says Your device is required to be managed to access your resource.

      az login

    2. Install the latest Azure IoT Operations CLI extension.

      az upgrade
az extension add --upgrade --name azure-iot-ops

    3. Create a schema registry which will be used by Azure IoT Operations components. Copy and run the provided az iot ops schema registry create command.

      If you chose to use an existing schema registry, this command isn't displayed on the Automation tab.

    4. Prepare the cluster for Azure IoT Operations deployment. Copy and run the provided az iot ops init command.

      Tip

      The init command only needs to be run once per cluster. If you're reusing a cluster that already had Azure IoT Operations version 0.8.0 deployed on it, you can skip this step.

      This command might take several minutes to complete. You can watch the progress in the deployment progress display in the terminal.

    5. Deploy Azure IoT Operations. Copy and run the provided az iot ops create command.

      If you followed the optional prerequisites to prepare your cluster for observability, add the following optional parameters to the create command:

      Optional parameter Value Description
      --ops-config observability.metrics.openTelemetryCollectorAddress=<FULLNAMEOVERRIDE>.azure-iot-operations.svc.cluster.local:<GRPC_ENDPOINT> Provide the OpenTelemetry (OTel) collector address you configured in the otel-collector-values.yaml file.

      The sample values used in Configure observability are fullnameOverride=aio-otel-collector and grpc.enpoint=4317.
      --ops-config observability.metrics.exportInternalSeconds=<CHECK_INTERVAL> Provide the check_interval value you configured in the otel-collector-values.yaml file.

      The sample value used in Configure observability is check_interval=60.

      This command might take several minutes to complete. You can watch the progress in the deployment progress display in the terminal.

  3. Once all of the Azure CLI commands complete successfully, you can close the Install Azure IoT Operations wizard.

Once the create command completes successfully, you have a working Azure IoT Operations instance running on your cluster. At this point, your instance is configured for most testing and evaluation scenarios.

If at any point in the future you want to prepare your instance for production scenarios, follow the steps in Enable secure settings on an existing Azure IoT Operations instance.

Deploy with secure settings

Use these steps if you chose the Secure settings option on the Dependency management tab.

  1. In the Deployment options section, provide the following information:

    Parameter Value
    Subscription Select the subscription that contains your Azure key vault.
    Azure Key Vault Select an Azure key vault select Create new.

    Ensure that your key vault has Vault access policy as its permission model. To check this setting, select Manage selected vault > Settings > Access configuration.
    User assigned managed identity for secrets Select an identity or select Create new.
    User assigned managed identity for AIO components Select an identity or select Create new. Don't use the same managed identity as the one you selected for secrets.

    A screenshot that shows configuring secure settings on the third tab for deploying Azure IoT Operations from the portal.

  2. Select Next: Automation.

  3. One at a time, run each Azure CLI command on the Automation tab in a terminal:

    1. Sign in to Azure CLI interactively with a browser even if you already signed in before. If you don't sign in interactively, you might get an error that says Your device is required to be managed to access your resource when you continue to the next step to deploy Azure IoT Operations.

      az login

    2. Install the latest Azure IoT Operations CLI extension.

      az upgrade
az extension add --upgrade --name azure-iot-ops

    3. Create a schema registry which will be used by Azure IoT Operations components. Copy and run the provided az iot ops schema registry create command.

      If you chose to use an existing schema registry, this command isn't displayed on the Automation tab.

      Note

      This command requires that you have role assignment write permissions because it assigns a role to give schema registry access to the storage account. By default, the role is the built-in Storage Blob Data Contributor role, or you can create a custom role with restricted permissions to assign instead. For more information, see az iot ops schema registry create.

    4. Prepare the cluster for Azure IoT Operations deployment. Copy and run the provided az iot ops init command.

      Tip

      The init command only needs to be run once per cluster. If you're reusing a cluster that already had Azure IoT Operations version 0.8.0 deployed on it, you can skip this step.

      This command might take several minutes to complete. You can watch the progress in the deployment progress display in the terminal.

    5. Deploy Azure IoT Operations. Copy and run the provided az iot ops create command.

      If you followed the optional prerequisites to prepare your cluster for observability, add the following optional parameters to the create command:

      Optional parameter Value Description
      --ops-config observability.metrics.openTelemetryCollectorAddress=<FULLNAMEOVERRIDE>.azure-iot-operations.svc.cluster.local:<GRPC_ENDPOINT> Provide the OpenTelemetry (OTel) collector address you configured in the otel-collector-values.yaml file.

      The sample values used in Configure observability are fullnameOverride=aio-otel-collector and grpc.enpoint=4317.
      --ops-config observability.metrics.exportInternalSeconds=<CHECK_INTERVAL> Provide the check_interval value you configured in the otel-collector-values.yaml file.

      The sample value used in Configure observability is check_interval=60.

      This command might take several minutes to complete. You can watch the progress in the deployment progress display in the terminal.

    6. Enable secret sync for the deployed Azure IoT Operations instance. Copy and run the provided az iot ops secretsync enable command.

      This command:

      • Creates a federated identity credential using the user-assigned managed identity.
      • Adds a role assignment to the user-assigned managed identity for access to the Azure Key Vault.
      • Adds a minimum secret provider class associated with the Azure IoT Operations instance.

    7. Assign a user-assigned managed identity to the deployed Azure IoT Operations instance. Copy and run the provided az iot ops identity assign command.

      This command creates a federated identity credential using the OIDC issuer of the indicated connected cluster and the Azure IoT Operations service account.

  4. Once all of the Azure CLI commands complete successfully, you can close the Install Azure IoT Operations wizard.

Once the create command completes successfully, you have a working Azure IoT Operations instance running on your cluster. At this point, your instance is configured for production scenarios.

Verify deployment

After the deployment is complete, use az iot ops check to evaluate IoT Operations service deployment for health, configuration, and usability. The check command can help you find problems in your deployment and configuration.

az iot ops check

You can also check the configurations of topic maps, QoS, and message routes by adding the --detail-level 2 parameter for a verbose view.

Next steps

If your components need to connect to Azure endpoints like SQL or Fabric, learn how to Manage secrets for your Azure IoT Operations Preview deployment.