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Cloud Insights setup guide for Microsoft Azure

The Cloud Insights app is available on the ServiceNow Store.

General requirements and limitations

The Cloud Insights app operates entirely independently of the Cloud Management application. The Cloud Management application is available as a separate subscription and requires the Cloud Management plugin (com.snc.cloud.mgmt).
Cloud Insights is not supported on mobile devices.
Values in reports might vary slightly from provider billing values due to currency conversion or rounding.

Requirements and limitations for Microsoft Azure

You must have Microsoft Azure console administrator permissions to work in the Microsoft Azure console

Download and activate Cloud Insights

Role required: sys_admin


Step	Description	Do this
Get the app.	Get the Cloud Insights app from the ServiceNow Store.	Visit the ServiceNow Store website to get the Cloud Insights app and supporting apps.
Activate all supporting plugins and applications.	Activate the plugins listed on the ServiceNow Store page for Cloud Insights. You might need to request some of the plugins from your ServiceNow representative.	For instructions, see: Request a plugin Request a plugin Activate a plugin

Overview: Setting up Cloud Insights

Here's an overview of your set up process. Detailed instructions appear in the table that follows.

Setup process for the Cloud Insights app

When you first open the app, the Home page enables you set up a provider and to assign Insights Owners.

Initial home page of the Cloud Insights app

After you set up a provider and assign Insights Owners, the page displays additional setup activities.

Home page after you set up a provider and assign Insights Owners

When you click the Set up and Run Discovery button in the Configure and Run Discovery section, the Discover Schedules form opens.
When you click the Set up Billing Download button in the Download Billing and Usage Data section, the Billing Download Jobs form opens.
When you click the Set up Price Sheet Download button in the Download Price Sheets section, the Price Sheets Download Jobs form opens.

After you finish all configuration, the page will show overview data and give quick access to reports.

Tasks: Setting up Cloud Insights


Step	Description	Do this
Assign roles to Cloud Insights users and groups.	You assign Cloud Insights roles to user groups and to individual users based on user activities and responsibilities.	Roles for Cloud Insights users
Configuring MID Servers to access CI data on provider accounts.	To enable Discovery to communicate with your Microsoft Azure account, you specify your Service Principal credentials while configuring the MID Servers that communicate with your Microsoft Azure account.	Configuring access to CI data on your Microsoft Azure account
Discover your cloud resources.	When you click the Set up and Run Discovery button in the Configure and Run Discovery section, the Discover Schedules form opens. You schedule the Cloud Discovery process to ensure that the CMDB data on resources remains current.	Discovering your cloud resources
Schedule and manage the jobs that download billing data .	When you click the Set up Billing Download button in the Download Billing and Usage Data section, the Billing Download Jobs form opens. Billing Download jobs download, organize, and store billing data for your payer account on the schedule that you specify. The system analyzes the data to generate reports and to make recommendations for changes in your cloud operations that can lead to cost savings.	Set up access to Microsoft Azure billing and usage data
Schedule and manage the jobs that download price sheets .	When you click the Set up Price Sheets Download button in the Download Price Sheets section, the Price Sheets Download Jobs form opens. A Price Sheet Download job downloads and stores price sheet data. The Rightsizing and Unused Machines processes use price sheet data when generating recommendations.	Schedule and manage the jobs that download Microsoft Azure price sheets
Configure the insights features: Rightsizing Unused Machines Business Hours Unassigned Resources	The Rightsizing feature analyzes resource usage to recommend better sizes for resources that are wasting money by being over-provisioned or underused. A confidence rating and predicted savings support each recommendation. You schedule Rightsizing jobs to resize the resources you specify. The Unused Machines feature analyzes usage data to identify resources that are wasting money because they are not used. You schedule Unused Machines jobs to power-off or terminate the resources that you specify. A Business Hours job applies policies to identify resources that are running when they should be powered off, reports them, and can start and stop them on a schedule that you specify. Running only during specified business hours can significantly reduce your cloud spend. Unassigned Resources policies help you to identify the resources that are not associated with an assignment group and to assign them appropriately. When a resource is assigned to the correct group, the resource can be appropriately governed even as it goes through stages such as patching, upgrading, and reconfiguring.	Rightsizing: Cost-effective sizing for resources Reducing costs due to unused machines Business Hours: Ensuring resources run only when required Updating unassigned resources to ensure accurate governance

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Cloud Insights setup guide for Microsoft Azure

The Cloud Insights app is available on the ServiceNow Store.

General requirements and limitations

The Cloud Insights app operates entirely independently of the Cloud Management application. The Cloud Management application is available as a separate subscription and requires the Cloud Management plugin (com.snc.cloud.mgmt).
Cloud Insights is not supported on mobile devices.
Values in reports might vary slightly from provider billing values due to currency conversion or rounding.

Requirements and limitations for Microsoft Azure

You must have Microsoft Azure console administrator permissions to work in the Microsoft Azure console

Download and activate Cloud Insights

Role required: sys_admin


Step	Description	Do this
Get the app.	Get the Cloud Insights app from the ServiceNow Store.	Visit the ServiceNow Store website to get the Cloud Insights app and supporting apps.
Activate all supporting plugins and applications.	Activate the plugins listed on the ServiceNow Store page for Cloud Insights. You might need to request some of the plugins from your ServiceNow representative.	For instructions, see: Request a plugin Request a plugin Activate a plugin

Overview: Setting up Cloud Insights

Here's an overview of your set up process. Detailed instructions appear in the table that follows.

When you first open the app, the Home page enables you set up a provider and to assign Insights Owners.

After you set up a provider and assign Insights Owners, the page displays additional setup activities.

When you click the Set up and Run Discovery button in the Configure and Run Discovery section, the Discover Schedules form opens.
When you click the Set up Billing Download button in the Download Billing and Usage Data section, the Billing Download Jobs form opens.
When you click the Set up Price Sheet Download button in the Download Price Sheets section, the Price Sheets Download Jobs form opens.

After you finish all configuration, the page will show overview data and give quick access to reports.

Tasks: Setting up Cloud Insights


Step	Description	Do this
Assign roles to Cloud Insights users and groups.	You assign Cloud Insights roles to user groups and to individual users based on user activities and responsibilities.	Roles for Cloud Insights users
Configuring MID Servers to access CI data on provider accounts.	To enable Discovery to communicate with your Microsoft Azure account, you specify your Service Principal credentials while configuring the MID Servers that communicate with your Microsoft Azure account.	Configuring access to CI data on your Microsoft Azure account
Discover your cloud resources.	When you click the Set up and Run Discovery button in the Configure and Run Discovery section, the Discover Schedules form opens. You schedule the Cloud Discovery process to ensure that the CMDB data on resources remains current.	Discovering your cloud resources
Schedule and manage the jobs that download billing data .	When you click the Set up Billing Download button in the Download Billing and Usage Data section, the Billing Download Jobs form opens. Billing Download jobs download, organize, and store billing data for your payer account on the schedule that you specify. The system analyzes the data to generate reports and to make recommendations for changes in your cloud operations that can lead to cost savings.	Set up access to Microsoft Azure billing and usage data
Schedule and manage the jobs that download price sheets .	When you click the Set up Price Sheets Download button in the Download Price Sheets section, the Price Sheets Download Jobs form opens. A Price Sheet Download job downloads and stores price sheet data. The Rightsizing and Unused Machines processes use price sheet data when generating recommendations.	Schedule and manage the jobs that download Microsoft Azure price sheets
Configure the insights features: Rightsizing Unused Machines Business Hours Unassigned Resources	The Rightsizing feature analyzes resource usage to recommend better sizes for resources that are wasting money by being over-provisioned or underused. A confidence rating and predicted savings support each recommendation. You schedule Rightsizing jobs to resize the resources you specify. The Unused Machines feature analyzes usage data to identify resources that are wasting money because they are not used. You schedule Unused Machines jobs to power-off or terminate the resources that you specify. A Business Hours job applies policies to identify resources that are running when they should be powered off, reports them, and can start and stop them on a schedule that you specify. Running only during specified business hours can significantly reduce your cloud spend. Unassigned Resources policies help you to identify the resources that are not associated with an assignment group and to assign them appropriately. When a resource is assigned to the correct group, the resource can be appropriately governed even as it goes through stages such as patching, upgrading, and reconfiguring.	Rightsizing: Cost-effective sizing for resources Reducing costs due to unused machines Business Hours: Ensuring resources run only when required Updating unassigned resources to ensure accurate governance

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Cloud Insights setup guide for Microsoft Azure

Cloud Insights setup guide for Microsoft Azure

General requirements and limitations

Requirements and limitations for Microsoft Azure

Download and activate Cloud Insights

Overview: Setting up Cloud Insights

Tasks: Setting up Cloud Insights

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Cloud Insights setup guide for Microsoft Azure

Cloud Insights setup guide for Microsoft Azure

General requirements and limitations

Requirements and limitations for Microsoft Azure

Download and activate Cloud Insights

Overview: Setting up Cloud Insights

Tasks: Setting up Cloud Insights

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