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Sitecore Azure PaaS: Visual Step-By-Step Setup Walk-through
See what you're getting into.
Sitecore! Azure! PaaS! It's all so exciting. But it's also a bit scary because it's frankly outside of most of our comfort zones. Sitecore is a system with many moving parts that we're just mastering, and now we're transforming those moving parts into a platform as a service model? Eek.
Most of us have never even installed anything through the Azure Marketplace. So I'd like to take a moment to demystify installing Sitecore PaaS through the Azure marketplace.
Step 1: Find Sitecore Experience Platform In Azure Marketplace
Search for "Sitecore" at https://azuremarketplace.microsoft.com. When you click through you'll find yourself in inside the actual Azure portal at https://portal.azure.com. If you don't have an Azure account, you'll be prompted to create one. Just select a *Free Trial*.
Click the **Create** button.Step 2: Initial Configuration
Upon clicking create, you'll be prompted to fill in some default fields about your instance. The important one here is *Location* as the complete stack of services required by Sitecore PaaS are not available in all regions.
We need **Application Insights** and **Azure Search** available in the selected region for deployment to be successful. Here is a list of Azure services by region.
As of the end of April 2017 **Application Insights** is only available in *East US*, *South Central US*, *North Europe* and *Western Europe*. Use of those regions.
The *Resource Group* is a logical container for all of your Azure resources. I'd recommend creating a new group for Sitecore.
And we've also selected the *SQL Database* step to setup our username and password.
Step 3: MongoDB Connection Strings
This is Sitecore XP so it requires MongoDB. MongoDB is not provisioned as part of the Sitecore PaaS installation so you'll need a MongoDB database-as-a-service spun up. For our purpose, this can reside anywhere. Using the Free Tier for mLab on Azure seems to be a popular option.
We need our MongoDB connection strings for *Analytics*, *Tracking_Live*, *Tracking_Contact* and *Tracking_History* that will end up in your *ConnectionStrings.config*.
Step 4: Sitecore Credentials & License
Enter your password for your Sitecore admin account. Also, include your Sitecore license for use with this instance.
Step 5: Agreement and Pricing
We have to agree to terms, but this also shows you the default provisioning and pricing. Out of the box, we're not necessarily provisioning the most cost-effective sizing here. Everything is an S1. We'd like want small Reporting and Aggregation servers. Larger for Content Management. And larger still for Content Delivery.
Have no fear, these can be resized easily after deployment using the Azure interface.
Be sure to click **Pin to dashboard** for easy access to monitor the deployment.
Step 6: Intense Pricing Close-up
Just a reminder that this pricing does reflect the actual cost of running a true production instance. Also with a *Free Trial* Microsoft generously comps +$200 of services. It will vary per country but it's a great opportunity to play around with Sitecore PaaS for free.
Step 7: Dashboard Shows Initial Resources
On your Azure portal dashboard you can see that resources are already being spun up. They're not finished yet, but they've started.
Step 8: All Resources View
Select *All Resources* in the main menu gives you a more detailed view of what's being deployed for resources.
Step 9: Monitor / Activity Logs View
Using *Monitor / Activity Logs* from the menu gives you a filterable view of the activity.
Step 10: Deployment Notification View
Click the "bell" icon in the top right of the portal dashboard to see your notifications. Click "Deployment started..." to get the best view of how your resources are deploying.
Step 11: Deployment Overview
Clicking on our deployment notification or pinned deployment gives us our most holistic overview of the deployment. Click *Events* to see what's happening on a granular level.
Step 12: Deployment Events
This is a very detailed view into when each part of the deployment starts, stops, succeeds or fails. It definitely sheds light on everything going on behind the scenes.
Step 13: Detailed Event View
Click any event to see the nitty-gritty of details.
Step 14: Deployment Succeeded
Throughout my Sitecore PaaS installs I've never established a consistent length of time for the process. Expect between 20 to 30 minutes and you'll receive a notification that it's all set up and ready to go.
Step 15: App Services Deployed
Navigation to your App Services and you should find familiar friends. Your Content Delivery (CD), Content Management (CM), Processing (PRC) and Reporting (REP) environments.
App Services can be thought of as containers executing code. They're a higher-level abstraction that sets above the traditional concepts of a Windows Server and IIS.
Step 16: Exploring The Sitecore CM App Service
When selecting the CM App Service we finally (slash magically) see the public-facing URL that's been assigned to our instance. We can hit this straight away and view the default Sitecore website or hit */sitecore/login* and jump right into the back-end.
Step 17: Scaling Up Our Content Manager Environment
Scaling up is the vertical scaling we use to change the resources that power an App Service instance on the fly. With your App Service selected, select *Scale Up* and you can see, select and implement new sizing options with amazing ease.
We have 9 instances options. 3 Basic (B1, B2, B3), 3 Standard (S1, S2, S3) and 3 Premium (P1, P2, P3).
In Closing
There is a lot to share and explore in the new Sitecore PaaS. I hope this post shed light on what it takes to get to Sitecore's platform-as-a-service model deployed and ultimately lowers a barrier that makes this world seem more accessible.
Thanks for reading.