Microsoft Azure deploy tasks

 Deploying to Microsoft Azure involves the following tasks:


Before you begin

  • You’re familiar with Azure GUI and CLI, commands and concepts.
    Wherever possible both the UI and CLI instructions are provided.

Microsoft Azure deployment tasks

Process overview

Creating an instance of Access Gateway within Microsoft Azure requires the creation of a VM and then associating that VM with a disk image. Microsoft requires the use of fixed size disk files, as such the Access Gateway disk must be expanded to its full size before being used. Expanding the provided disk locally would require an upload to Microsoft Azure which is greater than 200gb.  To avoid this a second temporary VM is created, and this temporary VM is used to create a disk in the Microsoft Azure Cloud. The Access Gateway Microsoft Azure disk image is then copied directly to the disk associated with the VM, expanded and then attached to the second, actual Access Gateway VM. The original, temporary VM, is then deleted to conserve resources.


Task Description Related Topic(s)
Install and configure Microsoft Azure CLI The Microsoft Azure Command line utility is used extensively through the MS Azure deployment process. Install and Configure Microsoft Azure Command Line interface
Define an resource group Microsoft Azure uses resource groups to contain related resources.
Access Gateway VM and disk must be created within the same resource group.
Define Resource Group
Create Temporary VM To create a VM in Microsoft Azure we must define a virtual machine and associate it with a previously uploaded disk image. Create Disk Host VM

Prepare Temporary Disk

The Temporary VM is used for the purpose of creating a disk to contain the OAG image.
This task walks through that process.

Prepare Temporary VM Disk

Create and populate managed disk Upload Microsoft Azure disk to the new disk and decompress.
Using the Microsoft Azure CLU and AZcopy create a manage disk and copy the uncompressed image to it.
Upload, create and populate managed disk

Create snapshot and replicate

Create a disk snapshot and then replicate disks as required for clustering.
This step is only required if creating an Access Gateway cluster.

Copy Disk

Create Access Gateway VM

Create a virtual machine and attach it to the previously created disk.

Create VM

Open Ports

Open port 80 and 443 to new VM.

Configure Networking


Clean up an the temporary VM and disk.


Post deployment tasks

All deployments of Access Gateway require a set of common tasks including:

Task Description Related Topic(s)

First Login

Reset the Access Gateway Management console password.
Reset the virtual appliance at the command line.

First login to Command Line Console
Initialize Access Gateway Command line

Determine the IP Address assigned and configure DNS Determine Access Gateway IP address.

Configure required /etc/hosts admin entry
Configure required DNS entries.
Determine Access Gateway IP address, for non-AWS instances.
Configure Admin /etc/hosts entry
Configure Access Gateway DNS
Initialize Access Gateway

Initialize the cookie domain and instance hostname.

Initialize Access Gateway Console
Configure an identity provider

Configure Okta tenant as identify provider

Setup SAML Access.

Configure your Okta tenant as an Identity Provider

Configure SAML access to Access Gateway from your Okta tenant

Configure Okta Tenant to allow access to Access Gateway using SAML.

Configure Administration Access using SAML

Important Note


When creating a set of Access Gateway nodes, for use in a High Availability Cluster, care should be taken to name the nodes appropriately.
Note also, node names must be resolvable between Access Gateway instances before configuring High Availability.

High availability and load balancer tasks

Organizations which are implementing high availability and load balancing will also want to perform the following tasks.

Task Description Related Topic(s)
Configure Load Balancer Configure a load Balancer and related health checks. Configure Microsoft Azure load balancers