Request an Azure® Virtual Machine in the Customer Portal

Use the Customer Portal to request an Azure® virtual machine.

This functionality is only available if you have applied the Orchestration Pack for Microsoft® Azure®. For more information, refer to the mApp Solution Tech Notes documentation.

To request a virtual machine in the Customer Portal:

  1. Navigate to http://server/CherwellPortal where server is the location where the CSM Browser applications are installed.
  2. Log in to the Portal:
    1. Click the Click to login link to log in to the Portal Site.
    2. Provide login credentials (User Name and Password) for a User who has rights to access the Customer Portal.
    3. Click Sign-in.
  3. In the Customer Service Portal toolbar, click Service Catalog.

    The Service Catalog page opens.

    1. In the Cloud Services>Virtual Machines (VM) section, click the Request Azure VM Service.

      Cloud Services in the Portal

      The Request VM form opens.

      Request Azure VM Form in Portal

    2. Complete the Request Azure VM Specifics Form:
      1. Select Virtual Machine Type: Select a predefined template from the drop-down. This field is required.

        The description (read-only) field is auto-populated when the virtual machine type is selected.

      2. Select Virtual Machine Size: Select a size for the virtual machine.

        The following read-only fields are auto-populated when the size is selected: Storage, # of Disks, Memory, CPU Cores, NICs, and Max IOPS.

        Virtual Machine Size Selected in Portal

        The size field is populated using the VM Size Lookup Table in Table Management.

      3. Select Operating System: Select the name of the Customer's operating system from the drop-down.
      4. Justification/Rationale: Provide additional details about the VM request.
    3. Click the Add to Cart button.

      The Service Request displays on the My Service Orders page in the Services Ordered section.

      Azure Virtual Machine in Service Cart

    4. Click the Submit Order button.
    5. Click OK to confirm the order.

      After the order is confirmed, the Service Request is fulfilled using the CSM Desktop Client. When the virtual machine is provisioned, an Automation Process initiates a One-Step Action to send a request to Azure® using the Customer's credentials and specifications. If the request is successful, the One-Step Action e-mails the Customer, updates the Service Request record by creating a Journal entry, creates a new Virtual Machine CI for the VM, and changes the Service Request status to Resolved. If the request to Azure® is unsuccessful, the One-Step Action sends an e-mail to the Customer and updates the Service Request record by creating a Journal entry that includes an error message.

  4. View the status of the request:
    1. In the Customer Service toolbar, click the number next to My Requests (example: 1).

      My Requests

    2. Click the Service Request that you want to view.

      When the virtual machine is provisioned, a new Virtual Machine CI Record is created and an e-mail notification is sent to the requestor.

  5. After the VM request is fulfilled, request a second day action:
    1. On the Customer Portal home page, click the View My Devices link.

      The My Devices page opens.

    2. Click the title of the Virtual Machine.

      The Virtual Machine page opens.

    3. Select a second day action from the Request Action for this VM drop-down:
      • Power Off
      • Deallocate VM
      • Restart VM
      • Start VM
      • Reset Access

        Second Day Actions in Portal

    4. Click the Run Action button.