Navigating the Transition from Azure Automation Update Management to Azure Update Manager: A Comprehensive Guide

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As cloud technologies evolve, so too must the tools we rely on to maintain and secure our environments. Microsoft’s recent announcement regarding the retirement of Azure Automation Update Management is a prime example of this continuous evolution. By 31 August 2024, this service, along with the Log Analytics agent it uses, will be officially retired. Users will need to transition to the more advanced Azure Update Manager to ensure their virtual machines remain up-to-date and secure.

This blog post will explore the implications of this transition, the benefits of migrating to Azure Update Manager, and provide a detailed step-by-step guide for the most complex migration scenario—manual migration. This approach is ideal for those with intricate environments that require a high degree of customization and control.

The Shift to Azure Update Manager: What It Means for You

Azure Automation Update Management has been a reliable tool for managing the updates of virtual machines (VMs). However, with its retirement on the horizon, Microsoft is pushing for a transition to Azure Update Manager, a more integrated and feature-rich platform designed to offer greater flexibility, control, and scalability.

Why Migrate to Azure Update Manager?

Azure Update Manager is not just a replacement; it’s a significant upgrade. Here are some of the key improvements:

– Seamless Integration: Azure Update Manager is built natively into Azure’s infrastructure, providing zero-step onboarding for Azure VMs and Azure Stack HCI VMs, and easy integration with Azure Arc for managing non-Azure servers.

– Enhanced Control: With granular access control and role-based access control (RBAC), you can finely tune who has access to specific update management tasks, reducing the risk of unauthorized changes.

– Flexible Patching Options: Azure Update Manager offers advanced features such as customer-defined maintenance schedules, Azure-orchestrated automated patching, and hotpatching, which minimizes downtime by applying updates without requiring a reboot.

– Cost Efficiency: For managing Azure VMs and Azure Stack HCI VMs, Azure Update Manager is available at no extra charge. For Azure Arc-enabled servers, there’s a nominal fee of $5 per server per month.

Manual Migration: A Step-by-Step Guide for Complex Environments

While there are several ways to migrate, such as using automated tools or scripts, a manual migration is often necessary for complex environments where customization and precision are paramount. This approach gives you complete control over the migration process, ensuring that every detail is meticulously managed.

Step 1: Assess Your Current Environment

1. Inventory Your Virtual Machines:
– Compile a list of all VMs currently managed by Azure Automation Update Management.
– Document the existing update schedules, classifications, and groups.

2. Evaluate Your Configuration Needs:
– Determine if any VMs have unique configurations that will need to be replicated manually in Azure Update Manager.

3. Check Compliance Requirements:
– Ensure that your new setup in Azure Update Manager will meet any regulatory or compliance requirements that apply to your environment.

Step 2: Set Up Azure Update Manager

1. Manually Onboard Virtual Machines:
– Start by manually onboarding your VMs to Azure Update Manager.
– For Azure VMs and Azure Stack HCI VMs, this is typically straightforward and can be done through the Azure portal.
– For Azure Arc-enabled servers, ensure that they are correctly connected to Azure and that the necessary agents are installed.

Step 3: Recreate Update Configurations

1. Recreate Update Deployment Schedules:
– In Azure Update Manager, manually set up the update schedules for your VMs, mirroring the configurations from Azure Automation Update Management.
– Define maintenance windows and ensure they align with your operational needs
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Step 4: Validate the Migration

1. Test the Configuration:
– Run a test update on a small group of VMs to ensure that the new setup in Azure Update Manager is functioning as expected.
– Monitor the process for any issues or inconsistencies.

2. Review Logs and Reports:
– After the test, review the logs and reports generated by Azure Update Manager to confirm that the updates were applied correctly.

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Step 5: Monitor and Optimize

1. Ongoing Monitoring:
– Use Azure Update Manager’s built-in monitoring tools to keep an eye on update compliance across your environment.

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Conclusion

Migrating from Azure Automation Update Management to Azure Update Manager is a critical step in maintaining the security and functionality of your virtual machines. While automated tools and scripts can simplify this process for many users, manual migration is often the best approach for complex environments that require a high degree of customization.

By following the detailed steps outlined in this guide, you can ensure a smooth transition, taking full advantage of the enhanced features and flexibility offered by Azure Update Manager. As you prepare for this migration, remember that planning and testing are key to avoiding disruptions and ensuring a successful deployment in your new update management environment.

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Author: João Paulo Costa

Microsoft MVP, MCT, MCSA, MCITP, MCTS, MS, Azure Solutions Architect, Azure Administrator, Azure Network Engineer, Azure Fundamentals, Microsoft 365 Enterprise Administrator Expert, Microsft 365 Messaging Administrator, ITIL v3.

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