Dell AX System for Azure Local
Deployment and Operations Guide with Scalable Storage Networking
Notes, cautions, and warnings
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NOTE: A NOTE indicates important information that helps you make better use of your product.
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CAUTION: A CAUTION indicates either potential damage to hardware or loss of data and tells you how to avoid the problem.
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WARNING: A WARNING indicates a potential for property damage, personal injury, or death.
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Copyright
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Revision history
The revision history of the document is listed in the following table.
| Date | Document revision | Description of changes |
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| October 2026 | 12 |
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| June 2026 | 11 | Minor updates across the document for 2606 release |
| April 2026 | 10 |
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| April 2026 | 9 |
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| October 2025 | 8 |
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| September 2025 | 7 |
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| August 2025 | 6 |
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| May 2025 | 5 |
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| May 2025 | 4 |
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| April 2025 | 3 |
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| September 2024 | 2 |
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| May 2024 | 1 | Initial publication |
Deployment introduction
Document overview
The Dell AX Solutions for Microsoft product family includes:
- Dell AX System for Azure Local (based on Azure Stack HCI operating system)
- Dell AX System for Windows Server (not described in this guide)
This end-to-end deployment and operations guide provides an overview of Dell AX System for Azure Local with scalable networking. The guide includes:
- Guidance on how to integrate solution components
- Instructions for preparing and deploying the solution infrastructure
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NOTE: This guide only applies to infrastructure that is built using the validated and certified AX nodes from Dell Technologies and the Azure Stack HCI operating system.
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Audience and scope
The audience for this document includes systems engineers, field consultants, partner engineering team members, and customers with knowledge about deploying hyperconverged infrastructures (HCIs) with the Azure Stack HCI operating system, Hyper-V, and Storage Spaces Direct. Customers who do not have Volume License agreements with Microsoft can order AX nodes from Dell Technologies with a factory-installed operating system and OEM license or as a bare-metal installation.
An Azure Local instance can be deployed in the following ways:
- Dell Technologies Services-led—Certified deployment engineers ensure accuracy, speed, and reduced risk and downtime.
- Customer led—Customers who have the qualified level of technical expertise follow the instructions in this guide.
Assumptions
This guide assumes that deployment personnel understand the following technologies and tasks:
- AX nodes from Dell Technologies
- Deploying and configuring BIOS and integrated Dell Remote Access Controller (iDRAC) settings
Known issues
Before starting the cluster deployment, see Azure Local release information.
Solution overview
Solution introduction
Dell AX System for Azure Local includes various configurations of AX nodes from Dell Technologies. AX nodes power the primary compute cluster that is deployed as a hyperconverged infrastructure (HCI). The HCI uses a flexible solution architecture rather than a fixed component design.
For information about supported AX nodes and operating-system support for each of the AX nodes, see the Azure Local Support Matrix.
The solutions are available in both hybrid and all-flash configurations. For more information about available configurations, see the Dell AX System for Azure Local specification sheet.
Deployment models
Dell AX System for Azure Local offers the following types of cluster infrastructure deployments:
- Switchless storage networking
- Scalable infrastructure
Scalable infrastructure
The scalable offering for Dell AX System for Azure Local encompasses various AX node configurations. In this Azure Local solution, as many as 16 AX nodes power the primary compute cluster.
The following figure shows one of the flexible solution architectures. It includes the Azure Local instance, redundant top-of-rack (ToR) switches, a separate out-of-band (OOB) network, and an existing management infrastructure in the data center.
Scalable solution architecture
Dell AX System for Azure Local does not include:
- Management infrastructure components such as a cluster for hosting management virtual machines
- Services such as Microsoft Active Directory, Domain Name System (DNS)
- Microsoft System Center components such as Operations Manager (SCOM)
The instructions in this guide do not include deployment of any of these services and components, and they assume that at least an Active Directory domain controller is available in the existing management infrastructure. In a remote office scenario, Dell Technologies recommends that you deploy either an Active Directory replica or read-only domain controller (RODC) at the remote office. If you are using an RODC at the remote site, connectivity to the central management infrastructure with a writable domain controller is mandatory during deployment of the Azure Local instance.
Top-of-rack (ToR) switches that are used in Azure Local instance deployments and that forward RDMA storage-network traffic must be listed in the Azure Local ToR switch list on the following Microsoft page: Physical network requirements for Azure Local > Network switches for Azure Local
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NOTE: For deployments with ToR switches that are not listed, you must use the switchless storage-network deployment option.
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Solution integration and network connectivity
Each of the variants in Dell AX System for Azure Local supports a specific type of network connectivity. The type of network connectivity determines the solution integration requirements.
For sample switch configurations for these network connectivity options, see Switch Configurations – RoCE/iWarp (Mellanox and Intel E810 Cards) Reference Guide or Dell Technologies Enterprise SONiC with Azure Local.
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NOTE: Data Center Bridging (DCB) is required for all Azure Local instance deployments.
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Adapter requirements
Azure Local requires using the same adapter card vendor and model for the machines in an instance that supports instance operations. The ports that are used by the same Network ATC intent must use the same vendor, model, and speed.
Starting with Azure Local Solution version 2603, Azure Local instances that require NIC-level high availability can use the Azure portal or ARM templates to configure Network ATC intents using NIC ports from adapters that share the same PCIe Vendor ID and PCIe Device ID. This capability enables ports from both an OCP NIC and a PCIe riser NIC to be included within a single Network ATC intent, provided the adapters are of the same NIC model.
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CAUTION: If you use optics or cables from one vendor with an adapter card from another vendor, Dell cannot guarantee that your configuration will work as expected. Before you mix vendor equipment in an Azure Local instance, consult the Dell Technologies cable and optics in the Support Matrix.
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Fully converged network connectivity
In the fully converged network configuration, both storage and management or VM traffic use the same set of network adapters. These adapters are configured with Switch-Embedded Teaming (SET). When using RoCE in a fully converged network configuration, you must configure DCB.
The following figure depicts the integration of the fully converged architecture.
Fully converged network topology with two NIC ports
The following figure depicts the fully converged network topology with four NIC ports.
Fully converged network topology with four NIC ports
The following figure depicts the Dell AX-4510c fully converged network topology with embedded LAN on Motherboard (LOM).
Dell AX-4510c fully converged network topology with embedded LOM
The following figure depicts the Dell AX-4520c fully converged network topology with PCIe NICs.
Dell AX-4520c fully converged network topology with PCIe NICs
In the fully converged network topology, all storage ports from the server are connected to the same network fabric. In the host operating system, the NIC ports are used for both storage and management or VM traffic. The following figure shows this configuration in the host operating system.
In the host operating system network configuration, a SET is created with two or four physical ports and virtual adapters in the host operating system that is implemented for Storage 1, Storage 2, and Management traffic.
Host operating system network configuration in fully converged topology with two NIC ports
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NOTE: The number of virtual storage adapters in the host operating system must match the number of physical ports in the SET.
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Non-converged network connectivity
In the non-converged network configuration, storage traffic uses a dedicated set of physical network adapters.
In the non-converged configuration, Dell Technologies recommends the following:
- Storage traffic is on the physical storage network adapter ports.
- Management or VM traffic goes through a SET that is created using network ports of the server rack-integrated NIC port.
The following figure depicts this network integration option.
Network integration in a non-converged configuration with two NIC ports
The following figure depicts a Dell AX-4510c non-converged network topology with embedded LOM:
Dell AX-4510c non-converged network topology with embedded LOM
The following figure depicts a Dell AX-4520c non-converged network topology with PCIe NICs:
Dell AX-4520c non-converged network topology with PCIe NICs
Solution deployment
Solution deployment introduction
You can deploy Dell AX System for Azure Local by manually installing the operating system on AX nodes from Dell Technologies.
Each deployment has its own prerequisites, including configuring network switches, as described in this guide.
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NOTE: Instructions in this deployment guide are applicable to the Azure Stack HCI operating system, version 24H2.
Each task in this deployment guide requires running one or more PowerShell commands. Dell Technologies recommends using these commands to complete the deployment tasks. |
Deployment prerequisites
Dell Technologies assumes that the management services that are required for the operating system deployment and Azure Local instance configuration are in the existing infrastructure where the instance is being deployed.
The following table describes the management services:
| Management service | Purpose | Required or optional |
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| Active Directory | User authentication | Required only for AD-based deployments. |
| Domain Name System | Name resolution | Required |
| Azure | Deploy and manage | Required |
| DHCP | Hosts get IPs before and after host configuration using Network ATC | Optional |
Install Windows Admin Center
You can download the latest version of Windows Admin Center from Microsoft Windows Admin Center and install it on a supported operating system.
You can install Windows Admin Center directly on a managed machine to manage itself. You can also install Windows Admin Center on other machines in the infrastructure or on a separate management station to manage the AX nodes remotely.
The Windows Admin Center installer wizard performs the configuration tasks that are required for Windows Admin Center functionality. Tasks include creating a self-signed certificate and configuring trusted hosts for remote machine access. Optionally, you can supply the certificate thumbprint that is already present in the target machine local certificate store. By default, Windows Admin Center listens on port 443. You can change the port during the installation process.
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NOTE: The automatically generated self-signed certificate expires in 60 days. If you intend to use Windows Admin Center in a production environment, ensure that you use a certificate-authority-provided SSL certificate.
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For complete guidance about installing Windows Admin Center on supported operating systems with desktop experience or Server Core, see Install Windows Admin Center.
Windows Admin Center All connections window
Install Dell OpenManage Integration with Microsoft Windows Admin Center
To install Dell OpenManage Integration with Microsoft Windows Admin Center (OMIMSWAC), do the following:
Before you begin
Ensure that you have Windows Admin Center installed.
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NOTE: Dell Technologies recommends that you ensure that you have installed the latest online version of the OMIMSWAC extension, which contains the latest published OMIMSWAC payload.
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Procedure
Registering a Partner Admin Link (PAL) for Azure related solutions
Partner Admin Link (PAL) is a simple telemetry-based capability that is built into Microsoft Azure. PAL enables Microsoft to track partner involvement in Azure related technical engagements.
Adding a Dell Partner ID to the Service Principal does not provide Dell with additional access to the customer system and does not change any Azure Role-Based Account Controls (RBACs).
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NOTE: Adding a Dell Partner ID to the Service Principal associates Dell to the customer entity, which is persistent. This means that changes in customer system administrators do not break this association.
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Dell Technologies employees can add a PAL using the user ID associated with either the subscription or Service Principal that is used for Arc or for Azure Local registrations. During a deployment, the customer creates the Service Principal for their system.
Dell Technologies recommends that you use the user ID associated with the Service Principal for the registration as described in Add a PAL through the Azure portal by using Azure PowerShell with Service Principal user ID.
Alternatively, you can follow the procedure that is described in Add a PAL through the Azure portal using the subscription user ID.
Add a PAL through the Azure portal by using PowerShell
Dell Technologies recommends that you use the Azure portal and PowerShell with the Service Principal user ID to register the Partner Admin Link (PAL).
Before you begin
Before you begin, install the Microsoft Azure CLI extension to your local system where you run the registration. Run the following command:
az extension add --name managementpartner
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NOTE: The CLI-based update is audit-log tracked.
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To add a PAL to a customer account, do the following:
Procedure
Results
Add a PAL through the Azure portal using the subscription user ID
You can register the Partner Admin Link (PAL) with the subscription user ID through the Azure portal.
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NOTE: Portal-based registrations tie the PAL association with the customer user entering the information. If the customer user changes roles, the portal-based PAL association also ends.
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To add a PAL to a customer user account using the subscription user ID, do the following:
Procedure
Dell Technologies Partner IDs for Partner Admin Link
The following table provides a list of Microsoft Partner Network (MPN) partner IDs for Dell Technologies that can be used for Partner Admin Link (PAL) registration with Microsoft.
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NOTE: For a country whose MPN partner ID is not listed in the following table, contact the applicable Strategic Partnerships email for help:
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| Country | MPN ID |
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| Argentina | 1973856 |
| Australia | 1576776 |
| Austria | 1444496 |
| Belgium | 1447258 |
| Brazil | 1563635 |
| Canada | 742767 |
| Chile | 2389235 |
| China | 2580218 |
| Colombia | 1736279 |
| Czech Republic | 1980606 |
| Denmark | 1449600 |
| Finland | 1993462 |
| France | 892181 |
| Germany | 1449416 |
| Greece | 3679221 |
| Hong Kong Sar | 2790298 |
| India | 2419713 |
| Indonesia | 2834572 |
| Ireland | 1447272 |
| Italy | 1446223 |
| Japan | 578508 |
| Korea | 2153293 |
| Malaysia | 2731874 |
| Mexico | 724848 |
| Netherlands | 1446198 |
| New Zealand | 1872429 |
| Norway | 1446238 |
| Panama | 1477223 |
| Poland | 3697305 |
| Portugal | 1552205 |
| Romania | 1735552 |
| Russia | 4543982 |
| Singapore | 2773797 |
| Slovakia | 3812320 |
| South Africa | 1970176 |
| Spain | 1004323 |
| Sweden | 1449417 |
| Switzerland | 1449592 |
| Taiwan | 5097219 |
| Thailand | 2345177 |
| Turkey | 3396579 |
| United Arab Emirates | 3159758 |
| United Kingdom | 1447267 |
| United States | 913990 |
Predeployment configuration
Before deploying AX nodes, complete the required predeployment configuration tasks.
Complete the following predeployment configuration before deploying the Dell AX System for Azure Local solution.
Configuring network switches
Top-of-rack (ToR) switches that are used in Azure Local instance deployments and that forward RDMA storage-network traffic must be listed in the Azure Local ToR switch list on the following Microsoft page: Physical network requirements for Azure Local > Network switches for Azure Local.
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NOTE: For deployments with ToR switches that are not listed, you must use the switchless storage-network deployment option.
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To enable storage and VM or management traffic, you can configure the top-of-rack (ToR) network switches based on the selected network topology.
Management network redundancy is a combination of either iDRAC or operating system DNS/IP resolution.
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NOTE: Dell Technologies recommends that you deploy a network topology that supports a dual-control plane while sharing a single-data plane. Virtual Link Trunking (VLT) is a Dell Technologies proprietary technology that provides network resiliency for data I/O.
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You should size any solution before making a decision on the bandwidth of the SMB switch to be used.
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NOTE: If you are using an All-Flash or All-NVMe solution, Dell Technologies recommends that you use 25 GbE or higher switches for SMB traffic.
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Configuring switch VLT redundancy with Virtual Router Redundancy Protocol (VRRP) provides a virtual floating IP address that any machine can reference as a gateway. If a switch fails, the virtual IP address is transferred to a peer switch.
VRRP is an active/standby, first-hop redundancy protocol (FHRP). When used with VLT peers, VRRP becomes an active/active protocol. The VRRP virtual MAC address is the local-destination address in the forwarding information base (FIB) table of both VLT peers. Using this method, the back-up VRRP router forwards intercepted frames that have a destination MAC address that matches the VRRP virtual MAC address.
A standard Storage Spaces Direct deployment requires the following basic network types:
- OOB management
- Host management
- Compute
- Storage
The number of network ports (two or four) that are used in the storage configuration determines whether you have two or four fault domains.
For sample switch configurations, see Switch Configurations – RoCE/iWarp (Mellanox and Intel E810 Cards) Reference Guide.
For Dell Enterprise SONiC for Azure Local networking requirements and configuration support, see Dell Technologies Enterprise SONiC with Azure Local.
Configuring iDRAC and BIOS
AX nodes from Dell Technologies are factory-configured with optimized system BIOS and iDRAC settings.
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NOTE: Dell Technologies recommends that you verify that the settings you want to use for iDRAC and BIOS align with the configuration recommendations. You can do this verification either before deployment through the iDRAC and BIOS settings or after deployment through the Compliance window in the Dell OpenManage Integration extension.
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CAUTION: Do not enable the Automatic Update feature in iDRAC or manually perform out-of-band component firmware updates through iDRAC. All firmware, BIOS, and drivers must align with the Support Matrix and be applied strictly through supported update workflows.
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The iDRAC in AX nodes can be configured to obtain an IP address from a DHCP server or can be assigned a static IP address. When the Out-of-band (OOB) network is not configured to obtain IP addresses from a DHCP server, you must manually set a static IPv4 address on each iDRAC network interface. You can use KVM or other means to access the physical server console and set the addresses.
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NOTE: For more details about BIOS and iDRAC settings, see BIOS and iDRAC configuration recommendations.
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Verify iDRAC pass-through IP address subnet mask on AX-670 and AX-770 servers
Verify and configure the OS to iDRAC Pass-through USB NIC subnet mask on 17th-generation servers, including Dell AX-670 and Dell AX-770, to ensure proper in-band communication between the host operating system and Integrated Dell Remote Access Controller (iDRAC).
To verify the correct setting of the USB NIC, do the following:
Procedure
Configure BIOS settings including the IPv4 address for iDRAC
Perform these steps to configure the IPv4 address for iDRAC. You can also perform these steps to configure any additional BIOS settings.
Procedure
- During the system boot, press F2.
- At System Setup Main Menu, press iDRAC Settings.
- Under iDRAC Settings, select Network.
- Under IPV4 SETTINGS, at Enable IPv4, select Enabled.
- Enter the static IPv4 address details.
- Click Back, and then click Finish.
Configure Intel E810 or E823 NICs
The Intel E810 or E823 network adapter supports both iWARP and RoCE v2 RDMA protocols.
Before you begin
Ensure that the network card or port is enabled for RDMA traffic.
Procedure
Configure NVIDIA (Mellanox) ConnectX-6 NICs
To enable support for SR-IOV in the operating system and virtual machines, you must configure the NVIDIA (Mellanox) ConnectX-6 NICs for each port.
Before you begin
Procedure
Configure Broadcom NICs
The Broadcom 57504 and 57416 NICs support only RoCE v2 RDMA protocol and can be configured on both converged and hyperconverged deployments. Both OCP and PCIe cards are available.
Before you begin
Ensure that the network card or port is enabled for RDMA traffic.
Procedure
Operating system deployment
The following instructions are for manual deployment of the Azure Stack HCI OS version 24H2 on AX nodes from Dell Technologies.
Unless otherwise specified, do the steps for each physical machine in the infrastructure that is part of the Azure Local instance.
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NOTE: Before creating a cluster through the Azure Portal, for Azure Stack HCI OS version 24H2 and later, you must use Dell Golden image ISO for all deployments .
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Manually deploy operating system using Dell golden-image ISO
You must use a Dell provided Azure Local golden-image ISO to install the baseline operating system image for Azure Local instances.
For an Azure Local solution version 2503 and later, you must use a Dell provided Azure Local golden-image ISO. To download the latest Dell provided golden-image ISO, go to Azure Local Support Matrix, and then click .
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NOTE: To access any of the Dell provided Azure Local golden-image ISOs, you must have a Dell Support account.
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Before you begin
Procedure
Automated firmware updates after Azure Local server imaging
Explains how firmware is automatically updated after server imaging by using Dell-provided Azure Local golden images.
Overview
Dell-provided Azure Local golden images include the capability to update server firmware automatically after server imaging completes. This capability is available in golden images that are released with Microsoft Azure Local Solution version 2610 and later.
Firmware updates begin automatically after the imaging process completes. The duration of the update process depends on the firmware components that require updating. During the update process, the server may reboot multiple times because firmware updates are applied during reboot operations.
Dell provides a PowerShell monitoring script that reports the status of the automated firmware update process from the host operating system while the operating system is running.
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NOTE: Automated firmware updating replaces the requirement to use OMIMSWAC to update server firmware before Azure Local instance deployment.
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Automated firmware updates workflow
The automated firmware update process consists of the following:
- Image the server with a Dell-provided Azure Local golden image.
- Allow the automated firmware update process to start.
- Monitor firmware update progress.
- Verify successful completion.
- Continue Azure Local instance deployment.
Monitor automated firmware updates after server imaging
Describes how to monitor firmware updates that run automatically after imaging a server with a Dell-provided Azure Local golden image.
Before you begin
Before monitoring automated firmware updates, ensure that the following requirements are met:
- Server imaging is completed by using a Dell-provided Azure Local golden image.
- The server is accessible through the host operating system.
- You can log in to the host operating system by using an account with administrative privileges.
After a server is imaged by using a Dell-provided Azure Local golden image, firmware updates start automatically. Use the Clusterless CAU monitoring script to track the progress of the firmware update operation and verify that it completes successfully.
Procedure
Results
The firmware update status is monitored until the automated update process completes.
Clusterless CAU status reference for automated firmware updates
Lists the status values reported by the automated firmware update monitoring script and the required administrator actions.
| Status | Description | Required action |
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| RunNotInProgress | Clusterless CAU is not running. | Wait a few seconds and rerun the firmware update monitoring script. |
| Scanning | Clusterless CAU is running and scanning the system. | Continue monitoring the script output. The status refreshes every 15 seconds. |
| Installing | Clusterless CAU is running and installing firmware updates. | Continue monitoring the script output. The status refreshes every 15 seconds. |
| Unknown | Clusterless CAU is no longer running and is transitioning to a final state. | No action is required. The monitoring script reports the result of the previous Clusterless CAU operation after a short delay. |
| Succeeded | Clusterless CAU completed successfully. | Firmware updating is complete. Proceed to the next Azure Local deployment task. |
| Failed | Clusterless CAU completed unsuccessfully. | Review the iDRAC Lifecycle Log and apply the required remediation. |
Configure host networking
Identify the network interface cards to be used for the management or compute traffic and assign the IP address to the first port.
Before you begin
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NOTE: If you have a DHCP server in your environment, skip the procedure.
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Ensure that the hosts are assigned IPs in the correct VLAN.
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NOTE: The host IP, DNS, and gateway addresses that are used throughout the guide are examples. You must use the relevant IPs that are based on your environment.
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NOTE: You can use the optional 1_AzLocal.ps1 script from Dell ProSupport GSE on GitHub to automate the operating-system configurations for host networking, rename the system name, and register with Azure. You must still do firmware updates before the deployment. Dell Technologies Solutions Engineering has not validated this code. Use at your own risk.
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To log in to the host console of each system using the iDRAC virtual console and assign host IPs and respective VLANs, do the following:
Procedure
Configuration to prepare nodes
#Enable Remote Desktop Set-ItemProperty -Path "HKLM:\System\CurrentControlSet\Control\Terminal Server" -Name "fDenyTSConnections" -Value 0 Enable-NetFirewallRule -DisplayGroup "Remote Desktop" #Configure time source using NTP server FQDN address w32tm /config /manualpeerlist:"<NTP Server 1 FQDN> <NTP Server 2 FQDN>" /syncfromflags:manual /update #Check time source w32tm /query /status #Optionally configure the machine to accept remote management and allow pings for troubleshooting purposes. #Enable ICMP firewall rule netsh advfirewall firewall add rule name="ICMP Allow incoming V4 echo request" protocol=icmpv4:8,any dir=in action=allow
Change the hostname
By default, the operating-system deployment assigns a random name as the host system name. For easier identification and uniform configuration, Dell Technologies recommends that you change the hostname to something that is relevant and identifiable.
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CAUTION: The computer and cluster names cannot be more than 15 characters. If the name exceeds the character limit, the deployment will fail when the system tries to encrypt the volume.
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Rename-Computer -NewName Node01 -Restart
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NOTE: The command induces an automatic restart at the end of the renaming operation.
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Verify and update firmware and software compliance
Dell AX System for Azure Local solutions are validated and certified with firmware versions that are related to the solution infrastructure components.
Before you begin
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NOTE: To update the firmware using OMIMSWAC, the local admin credentials on the Windows Admin Center system and target machines must be the same and should be a member of the administrator group.
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NOTE: This procedure applies only to Dell Azure Local golden images released before Azure Local version 2609. Golden images released with version 2609 and later automatically update firmware during server imaging and do not require firmware updates through OMIMSWAC before Azure Local deployment.
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To check and update firmware using Windows Admin Center, do the following:
Procedure
- In Windows Admin Center, in the left pane, click Add.
- In the Windows Server tile, click Add.
- Enter the machine name and click Add.
- Under All connections, select the server, and then click Manage as.
- Select use another account for this connection, and then provide the credentials in the hostname\username format.
- Click Confirm.
- In the Connections window, click the server name.
- In Windows Admin Center, in the left pane, under EXTENSIONS, click Dell OpenManage Integration.
- To accept the terms of the license agreement, review the Dell Software License Agreement and Customer Notice and then select the checkbox.
- Click . When another menu appears, select Hardware Updates.
- Click Check compliance, and then select either online catalog or offline catalog.
- To update the machine, click Fix Compliance, and then select update.
Example
Alternatively, you can use the Dell DART script available on GitHub from DellProSupportGse/Tools to update each node before deployment. This script is not validated by Dell Engineering and should be used at your own discretion.
Assess environment readiness
To use the Environment Checker tool in standalone mode to assess the readiness of your environment for deploying the Azure Local solution, see Evaluate the deployment readiness of your environment for Azure Local.
Configuring firewall settings
For Azure Stack HCI operating system, configure firewall settings for outbound endpoints and internal rules and ports. For more information about configuring the firewall settings, see Firewall requirements for Azure Local | Microsoft Learn.
Deploy Azure Local Instance with Azure Stack HCI OS 24H2 or later
Deployment prerequisites
Prerequisites
Review requirements and complete the deployment prerequisites that are described in Prerequisites to deploy Azure Local - Azure Local | Microsoft Learn are met.
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NOTE: Ensure that you unmount any virtual media from the iDRAC.
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Management services
Dell Technologies assumes that the management services that are required for the operating-system deployment and cluster configuration are in the existing infrastructure where the Azure Local instance is being deployed.
The following table describes the management services:
| Management service | Purpose | Required or optional |
|---|---|---|
| Azure | Deploy and manage | Required |
| Active Directory | User authentication | Required only for AD-based deployments |
| Domain Name System | Name resolution | Required |
| DHCP | Hosts get IPs before and after host configuration | Optional |
Review requirements
Before starting the deployment, ensure that the following requirements are met:
- The network configuration is in order.
- Internet connectivity on the machines is good.
- The Azure subscription is registered with the required resource providers. Only the owner or contributor of the subscription can register the resources provider. For the most up-to-date list of required resource providers, see Assign required permissions for Azure Local deployment.
- (Optional) A resource group is created either before or when you register the machines to Azure Arc. To create a resource group, follow the steps in Create resource groups.
- The correct tenant ID is available. To get the tenant ID, check Get subscription and tenant IDs in the Azure portal.
- Permissions are verified.
- Azure policies are reviewed.
For more information, see Assign required permissions for Azure Local deployment > Azure Local machine prerequisites.
Assigning required permissions for Azure Local deployment
To assign the required permissions for user roles, see Assign required permissions for Azure Local deployment.
Prepare Active Directory for Azure Local instance
Set up an Active Directory environment before deploying an Azure Local instance.
To prepare your Active Directory environment, see Prepare Active Directory for Azure Local deployment.
Register machines with Azure Arc
Before registering the machines with Azure Arc, if you have an Azure Arc gateway requirement in your environment, to understand the prerequisite requirements, see About Azure Arc gateway for Azure Local.
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NOTE: Manual installation of PowerShell modules is no longer required. The registration procedure changed with the introduction of golden images (10.2503) or Microsoft-provided composed images.
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You can use one of the following options to register the Azure Local machines with Azure Arc using PowerShell commands. For details, see:
- Register Azure Local with Azure Arc > With proxy
- Register Azure Local with Azure Arc > Without proxy
- Register Azure Local with Azure Arc using Arc Gateway > With proxy
- Register Azure Local with Azure Arc using Arc gateway > Without proxy
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NOTE:
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(Optional) If you prefer to use a guided UI-based workflow instead of the Arc script, you can select the Via Configurator App tab on the Microsoft pages that are listed above.
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NOTE: Dell Technologies has validated the registration of machines using the Configurator app. However, Dell Technologies does not officially support this functionality. If users encounter any issues, they must contact Microsoft directly.
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Drift detection for Azure Local
For identifying configuration related deviations or troubleshooting issues in your Azure Local environment, see Drift Detection for Azure Local. You can run drift detection either before or after the cluster is created.
Check Azure Arc registration after reboot
During Azure Arc registration, when the update phase completes, if the system reboots, check the Arc registration status on the system after the reboot completes.
To check the Azure Arc registration, do the following:
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NOTE: If you are using the latest Dell Golden-image ISO, you can ignore the following message if the message appears during the ARC registration process: "You are not running the latest Azure Local version. Older versions can only be deployed using the ARM template. Deployment using the Azure Portal cloud wizard is not supported."
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Procedure
SBE package installation
When you use the Dell provided golden image to image a node, the SBE files are automatically placed in the C:\SBE directory. The SBE package is installed as part of the cluster deployment.
Deploy the Azure Local instance
You can deploy an Azure Local instance in the following ways:
- Azure portal deployment without ARM templates, which only uses the UI in the Azure portal to deploy an Azure Local instance. For more information, see Deploy an Azure Local instance using the Azure portal.
- Manual ARM Template deployment, which allows you to manually create an ARM template (JSON file) and deploy it using Azure CLI, PowerShell, or REST APIs. For more information, see: Deploy Azure Local via Azure Resource Manager deployment template.
- Azure portal deployment with Quickstart Template (template deployment), which uses the UI in the Azure portal to deploy ARM templates. This method is not documented in this guide.
- You can deploy an Azure Local rack aware cluster through the Azure portal UI by using a workflow similar to a standard cluster deployment with a dedicated storage network intent. Alternatively, you can deploy it by using an ARM template designed specifically for rack aware cluster deployments.
- You must deploy an Azure Local rack aware cluster with four (2+2), six (3+3), or eight (4+4) total machines.
Deploy Azure Local Instance using Azure portal
Describes the Azure portal deployment workflow for creating an Azure Local instance.
The Azure portal deployment wizard provides a guided workflow for creating and configuring an Azure Local instance. During deployment, you define cluster, networking, management, security, and storage settings before validating and deploying the instance.
You can deploy either of the following cluster types:
- Standard cluster
- Rack-aware cluster
The deployment workflow consists of the following stages:
- Configure deployment basics
- Configure deployment settings
- Configure networking
- Configure management settings
- Configure security settings
- Configure advanced settings
- Apply tags (optional)
- Validate deployment readiness
- Deploy the Azure Local instance
Configure deployment basics for an Azure Local instance
Configure subscription, cluster, storage, identity, and machine settings for an Azure Local deployment.
Procedure
Configure deployment settings for an Azure Local instance
Configure deployment settings for the Azure Local instance.
Procedure
Configure networking for an Azure Local instance
Configure network topology, network intents, and IP address allocation.
Procedure
Configure management settings for an Azure Local instance
Configure the custom location, deployment account, Active Directory settings, and witness configuration.
Procedure
Configure security settings for an Azure Local instance
Configure deployment security settings for an Azure Local instance.
Procedure
Configure advanced settings for an Azure Local instance
Configure advanced settings for an Azure Local instance.
Procedure
Apply tags to an Azure Local instance
Apply metadata tags to Azure Local deployment resources.
Procedure
Validate deployment readiness
Validate deployment settings and verify readiness before deployment.
Procedure
Deploy the Azure Local instance and monitor deployment status
Review deployment settings and start the Azure Local deployment.
Procedure
Deploy Azure Local Instance using Microsoft ARM templates
Deploy an Azure Local instance using the Microsoft Azure Resource Manager (ARM) template.
Before you begin
Before using the Microsoft Azure Resource Manager (ARM) template to deploy an Azure Local instance, you must complete the prerequisite procedures. Procedures are correct at publication but are subject to change without notice. For the most current details, see Deploy Azure Local via Azure Resource Manager deployment template > Prerequisites.
For more information about creating a service principal, service secret, and client secret for Azure Local release 2507 onwards, see Deploy Azure Local via Azure Resource Manager deployment template.
To deploy an Azure Local instance using the ARM template, do the following:
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NOTE: Procedures are correct at publication but are subject to change without notice. For the most up-to-date details, see Deploy an Azure Local via Azure Resource Manager deployment template.
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Procedure
Deploy Azure Local using Local Identity with Azure Key Vault
This chapter does not replace the standard Azure Local deployment workflow. Unless explicitly stated otherwise, all deployment steps follow the procedures that are described in:
- Chapter 3: Solution Deployment
- Chapter 4: Deploying Azure Local Instance with Azure Stack HCI OS, version 24H2 or later
About Local Identity with Azure Key Vault
Overview
Azure Local can be deployed without Active Directory by using a local identity model with Azure Key Vault, previously known as AD-less deployment. This deployment option is available starting with Azure Local version 2411 and later.
In a local identity deployment:
- A dedicated local administrator account is used on each machine.
- Certificate‑based authentication is configured cluster‑wide.
- Azure Key Vault is used to securely back up secrets such as BitLocker keys and other critical configuration data that is required for secure cluster operation.
Benefits of local identity with Azure Key Vault (without Active Directory)
- Minimal edge infrastructure: Enables secure identity and secret handling in environments that do not use Active Directory.
- Secure secret store: Azure Key Vault stores sensitive items such as BitLocker keys and node passwords, reducing the risk of unauthorized access and improving overall security.
- Simplified management: Consolidates deployment and local identity secrets in a single vault, making them easier to manage and retrieve.
- Simplified deployment: Azure portal workflows store required secrets in Azure Key Vault, reducing reliance on Active Directory and helping simplify Operational Technology network firewall configurations.
Most deployment steps are identical for Active Directory–based Azure Local deployments and deployments that use local identity with Azure Key Vault. For more information, see Deploy Azure Local using local identity with Azure Key Vault.
Key differences from Active Directory–based deployments
| Area | Active Directory deployment | Local Identity deployment |
|---|---|---|
| Identity provider | Active Directory | Local administrator account |
| Authentication | AD objects | Certificate‑based authentication |
| Secret storage | Cluster and AD | Azure Key Vault |
| Domain join | Required | Not supported |
| AD preparation | Required | Not applicable |
Deployment prerequisites for Azure Local deployment using local identity
Dell Technologies assumes that the management services that are required for the operating system deployment and Azure Local instance configuration are in the existing infrastructure where the instance is deployed.
For more information, see Prerequisites for cluster deployment using local identity.
The following table describes the management services:
| Management service | Purpose | Required or optional |
|---|---|---|
| Domain Name System | Name resolution | Required |
| DNS suffix | Enables workgroup cluster nodes to communicate using fully qualified domain names. | Required |
| Azure | Deploy and manage | Required |
| Static IP addresses for management | Assign IP addresses to hosts before and after host configuration using Network ATC | Required |
| New local non–built‑in user in the local Administrators group | Administrative user account for deployment and management | Required |
Prepare Azure Local machines for Local Identity
Before deploying AX nodes, complete the required predeployment configuration tasks.
Perform all machine preparation procedures described in Chapter 3: Solution Deployment, including:
- Host network configuration
- Hostname configuration
- Node preparation configuration
These procedures are identical for Active Directory and Local Identity deployments.
Local identity-specific machine configuration procedures
Create DNS A records for hosts and cluster
Create DNS A records for the hosts and cluster to enable name resolution for individual machines and the cluster name object (CNO).
Procedure
- Create a DNS A record for each machine.
- Create a DNS A record for the cluster name (CNO).
- (Optional) Create PTR records.
Create a local user and add to the local Administrators group
Create a dedicated local administrative user on each Azure Local node for deployment and cluster management operations.
Before you begin
- Azure Local deployments that use local identity require a non built-in local administrator account. This account is used for cluster-wide management operations, such as adding or repairing nodes, and must be consistent across all nodes in the Azure Local instance.
NOTE: You are responsible for life cycle management of this account, including expiration, rotation, and security. The default local policy sets a maximum password age of 42 days. This can be modified using PowerShell or by changing the underlying password policy configuration.
- Use the same username and password on all machines. The password must meet Azure complexity requirements and include at least 14 characters with a combination of lowercase letters, uppercase letters, numbers, and special characters.
Procedure
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NOTE: Do not use the built-in Administrator account.
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# Create new dedicated user $AdminUser = '<DedicatedAdminUser>' # Sample data: # $AdminUser = 'adless-admin' $Credentials = Get-Credential -UserName $AdminUser -Message 'Enter password:' $Description = 'Local AD-less user' New-LocalUser -Name $AdminUser -Password $Credentials.Password -FullName $AdminUser -Description $Description # Add user to local admin group Add-LocalGroupMember -Group 'Administrators' -Member $AdminUser # Optional: Validate the new user account Get-LocalGroupMember -Group administrators # The output should include the user account specified by $AdminUser. # If it is not listed, the account was not created or added successfully.
Deploy the Azure Local instance using local identity with Azure Key Vault
You can deploy an Azure Local instance in the following ways:
- Azure portal deployment without ARM templates, which only uses the UI in the Azure portal to deploy an Azure Local instance. For more information, see Deploy an Azure Local instance using the Azure portal.
- Manual ARM Template deployment, which allows you to manually create an ARM template (JSON file) and deploy it using Azure CLI, PowerShell, or REST APIs. For more information, see: Deploy Azure Local via Azure Resource Manager deployment template.
- Azure portal deployment with Quickstart Template (template deployment), which uses the UI in the Azure portal to deploy ARM templates. This method is not documented in this guide.
Deploy Azure Local Instance with local identity using Azure portal
The Azure portal wizard guides you through steps to create an Azure Local instance.
You can use the wizard to define all instance‑level and machine‑level configuration settings. The wizard guides you through the following windows:
- Basics
- Configuration
- Networking
- Management
- Security
- Advanced
- Tags (optional)
- Validation
- Review and create
To create an Azure Local instance:
- Go to .
- Under Get Started, in Deploy Azure Local, select Create instance, and then do the following steps in the wizard:
Step 1: Basics
- Specify the Subscription name, Resource group, and Instance name.
Instance name = Cluster Name Object (CNO)
- For Cluster options, select either Standard or Rack aware.
- For Identity provider, select Local identity with Azure Key Vault.
- Select the machines to be added to the Azure local Instance. Click Add machines.
The required extensions are automatically installed during this step.
- When the extensions are installed and the status shows as Ready, click Validate selected machines.
Validating machines
- Click Create a new key vault, as shown in the following figure.
NOTE:
- If a previously created key vault for a decommissioned cluster exists with the same name, the previous key vault must be deleted and purged first.
- Azure Local does not support deploying a cluster by using an existing Azure key vault that has private endpoints enabled.
Create a new key vault
- Click Create.
- Click Next: Configuration.
The following figure shows an example of a cluster with four machines:
For more information, see Start the wizard and fill out the basics.
Step 2: Configuration
- To provide details for the Azure Local instance, select New Configuration. For more information, see Specify the deployment settings.
- Click Next: Networking.
Step 3: Networking
- To specify the network settings, choose the networking pattern that is based on your network topology. For a two- machine Azure Local instance, you have two options for storage connectivity:
- No switch for storage
- Network switch for storage
- To deploy a two- machine Azure Local instance with No switch for storage, see Azure Portal-Based Deployment and Operations Guide with Switchless Networking.
- To deploy an Azure Local instance with Network switch for storage, continue the workflow. Choose between the following options:
- Group all traffic: If you are configuring a fully converged network topology, choose this option.
- Group management and compute traffic: If you are configuring a nonconverged network topology with management and compute traffic on one intent and storage traffic on physical network adapters, choose this option.
The following figure shows an example of deploying a converged network configuration with storage traffic on physical network interface controllers:
Networking window showing selected option
- Provide details for the network intents or NIC, as shown in the following figure.
Enter network intent details
- To update the Data Center Bridging setting and Adapter properties such as Jumbo frame size (bytes) and RDMA protocol, click Customize network settings on each network intent and, if applicable, NIC.
CAUTION: For management network intents, RDMA must be disabled. Set the frame size to 1514 for the management intent.
For storage network intents, you can select RDMA from the available options. Dell Technologies recommends RoCEv2 for Mellanox network cards and either iWARP or RoCEv2 for Intel network cards. Select 9014 as the Jumbo frame size for the storage intent.
NOTE: If you have Intel E810 or E823 cards, you can choose between iWarp or RoCE protocols for SMB Direct traffic that is based on your data-center standards. Dell Technologies does not have a recommendation on using one over the other.The following table shows the Quality of Service (QoS) flow priorities for each network type:
QoS priorities for network intents. The table shows the QoS flow priorities that are based on traffic class for each network type. Traffic class Purpose QoS flow ETS bandwidth allocation 3 RDMA (SMB Direct) Enabled 50 percent 7 Cluster network Disabled - 10 GbE equals 2 percent
- Greater than 25 GbE equals 1 percent
0-2, 4-6 0 - Best-effort traffic Disabled Remaining percentage distributed across the traffic classes The following figure shows an example of setting customized network values for the storage intent:
Example of customized network values
NOTE: For new Azure Local instance deployments, the cluster System Traffic Priority can be configured as '7' instead of '5'. Similarly, the switch configuration must reflect the same cluster System Traffic Priority value. - To provide an IP address pool for the system and services, from the options, choose Manual. Enter the required details, as shown in the following figure:
Allocate IP addresses
For more information, see Specify network settings.
Step 4: Management
- To identify the system when creating resources and Deployment account details, under Specify a custom location name, enter the location name, as shown in the following figure:
Management window
- For an Azure Local instance with two- machine , you must create a storage account. To create a storage account, click Create New.
- In the Create a storage account window, enter a storage account name, and select the region and redundancy. To create the storage account, click Create, as shown in the following figure.
Create a storage account
- Continue to specify Local Administrator details. Use the same account that was created earlier. See Create a local user and add to the local Administrators group. Do not use the built-in Administrator account.
NOTE: A cluster witness is mandatory for an Azure Local instance with two- machine. Dell Technologies recommends a cluster witness for a Azure Local instance with four- machines.
For more information, see Specify management settings.
- Click Next: Security.
Step 5: Security
- To configure security settings, choose one of the following options, as shown in the following figure:
- Recommended security settings: Sets the highest security settings
- Customized security settings: Allows you to turn off security settings
Security setting options
NOTE: For maximum security, choose Recommended security settings.For more information, see Set the security level.
- Click Next: Advanced.
Step 6: Advanced
- Click the Advanced tab.
- Under Create workload and infrastructure volumes, for Volumes, choose Create one workload volume and storage path per machine, and one required infrastructure volume per system (Recommended), as shown in the following figure.
Choosing volumes
- For Rack Aware deployments:
- Specify a local availability zone name for each zone.
- Select the machines assigned to the first availability zone. The system automatically assigns the remaining machines to the second availability zone.
- Use descriptive zone names that reflect the physical location of the machines to make management easier in the Azure portal.
- Select Next: Tags.
For more information, see Optionally change advanced settings and apply tags.
Step 7: Tags
After applying the optional tags, click Validation.
Step 8: Validation
- Create an Azure Local instance resource object and its components.
- Validate the system readiness for an Azure Local instance deployment, as shown in the following figure
Validation of system readiness
For more information, see Validate and deploy the system.
- Click Next: Review + create.
Step 9: Review + create
This window shows all the configuration information that you have selected so far to create the Azure Local instance. To view all configuration information and then create the Azure Local instance, do the following:
- After the system verifies the settings, click Review + create.
The Azure Local instance deployment starts.
For more information, see Validate and deploy the system. - To view the deployment progress in the Azure portal, go to .
- To see the latest status, click the Refresh icon.
When the deployment is complete, the status for all tasks shows as Success, as shown in the following figure:
Deployment status
- To access the Azure Local instance remotely or from Windows Admin Center, enable remote desktop access:
- Use the iDRAC console to log in to the machine.
- If not already open, run the sconfig command.
- Choose one of the following options:
- For Remote Desktop, select option 7.
- To enable RDP, choose option 1.
- To allow only NLA-secured clients, choose option 1 again.
Deploy Azure Local instance with local identity using Microsoft ARM templates
Deploy an Azure Local instance using the Microsoft Azure Resource Manager (ARM) template.
Before you begin
Before using the Microsoft Azure Resource Manager (ARM) template to deploy an Azure Local instance, you must complete the prerequisite procedures. Procedures are correct at publication but are subject to change without notice. For the most current details, see Deploy Azure Local via Azure Resource Manager deployment template > Prerequisites.
For more information about creating a service principal, service secret, and client secret for Azure Local release 2507 onwards, see Deploy Azure Local via Azure Resource Manager deployment template.
To deploy an Azure Local instance using the ARM template, do the following:
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NOTE: Procedures are correct at publication but are subject to change without notice. For the most up-to-date details, see Deploy an Azure Local via Azure Resource Manager deployment template.
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Procedure
Post-deployment tasks
Perform necessary post-deployment tasks including verifying BitLocker keys in Azure Key Vault, updating configurations, recovering deleted Key Vaults, and monitoring Key Vault integration health.
- To verify BitLocker keys and recovery administrator passwords are securely backed up to Azure Key Vault, see Verify secrets back up to Key Vault.
- To update a new Key Vault with configurations, see Update Key Vault on Azure Local.
- To recover a deleted Key Vault and resume backups, see Recover a deleted Key Vault.
- To monitor the health of Key Vault integration, see Alerts for Key Vault extension.
Management tool compatibility for Azure Local with Azure Key Vault
Management tooling support varies across the Azure Local ecosystem for environments that use Azure Key Vault for identity management.
Management tools
The following table provides the management tools that are supported for Azure Local environments that use Azure Key Vault for identity management:
| Category | Tools | Notes |
|---|---|---|
| Supported |
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Fully supported for typical management and monitoring workflows. |
| Unsupported/Limited support |
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Not supported or only partially supported - avoid relying on these as primary management tools. |
| Mixed compatibility | Microsoft Management Consoles (MMCs) |
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External SAN support for Azure Local
Explains how Azure Local integrates with external SAN storage and describes supported deployment architectures, storage protocols, and configuration workflows.
Overview
External SAN support enables hybrid deployments that combine Storage Spaces Direct (S2D) local storage with external SAN storage. This architecture allows organizations to reuse existing SAN investments while running Azure Local workloads.
The hybrid deployment model provides flexibility to place workloads on either local Storage Spaces Direct storage or external SAN storage based on performance, capacity, and operational requirements.
This documentation applies to post-deployment integration of external SAN storage with Azure Local clusters.
External SAN support deployment workflow
To integrate external SAN storage with Azure Local:
- Review supported SAN solutions.
- Verify system requirements.
- Plan SAN integration.
- Configure Fibre Channel or iSCSI connectivity.
- Configure MPIO.
- Verify SAN connectivity.
- Create Cluster Shared Volumes.
- Configure workload storage paths.
- Validate operations.
For more information, see Enable External Storage on Azure Local.
Hybrid Deployment Architecture for Azure Local
Explains how Storage Spaces Direct and external SAN storage are used together in a hybrid Azure Local deployment.
Overview
A hybrid deployment combines local Storage Spaces Direct storage with external SAN storage.
In a hybrid deployment:
- Compute nodes run the Azure Local operating system and host virtual machines.
- Local storage is provided by Storage Spaces Direct.
- External SAN storage is presented to cluster nodes through Fibre Channel or iSCSI.
- Cluster Shared Volumes can consume storage from either Storage Spaces Direct or SAN LUNs.
- Workloads allows choosing the right storage tier for each workload.
Benefits of using hybrid deployment architecture
- Reuse existing SAN infrastructure.
- Scale storage independently from compute.
- Maintain existing SAN operational practices.
- Provide enterprise-class performance and reliability.
- Support dual-fabric redundancy and multipath failover.
Supported SAN solutions for Azure Local
Lists supported storage arrays and storage protocols for Azure Local external SAN deployments.
Supported storage vendors
Azure Local currently supports:
- Dell PowerStore T appliances
- Dell PowerStore Q appliances
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NOTE: PowerStore systems must run PowerStoreOS version 3.0 or later.
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Supported storage protocols
- Fibre Channel (FC): FC provides low-latency block storage connectivity through dedicated storage fabrics.
- iSCSI: iSCSI provides block storage connectivity over Ethernet networks using TCP/IP.
For more information, see Supported SAN solutions on Azure Local.
External SAN requirements
Lists requirements for Azure Local external SAN deployments.
Azure Local requirements for external SAN deployments
Lists the Azure Local requirements for integrating external SAN storage.
System requirements
To use external SAN storage with Azure Local, the environment must meet the following requirements:
- Azure Local version 2604 or later
- Fully deployed and operational Azure Local cluster
- Multipath I/O (MPIO) enabled
- High-bandwidth, low-latency connectivity between Azure Local nodes and the SAN array
Fibre Channel requirements for Azure Local external SAN deployments
Lists the Fibre Channel (FC) infrastructure and hardware requirements for connecting Azure Local to external SAN storage.
System requirements
To use FC connectivity with Azure Local, the environment must meet the following requirements:
- Windows Server 2025-certified FC host bus adapters (HBAs) installed on all nodes
- Certified and supported HBA drivers are installed on all nodes. For information about the supported component models, see Dell AX System for Azure Local Support Matrix.
- Properly configured FC fabrics
- Independent vSAN configured for each fabric
- Dual-fabric deployment recommended for redundancy and high availability
iSCSI requirements for Azure Local external SAN deployments
Lists the networking and adapter requirements for connecting Azure Local to external SAN storage using iSCSI.
System requirements
To use iSCSI connectivity with Azure Local, the environment must meet the following requirements:
- Dedicated physical network adapters for iSCSI traffic
- Matching NIC firmware and driver versions are installed across all nodes. For information about the supported component models, see Dell AX System for Azure Local Support Matrix.
- Consistent network adapter configuration on all nodes
- Reliable, high-bandwidth, low-latency iSCSI network connectivity
- Optional CHAP authentication for additional security
SAN array requirements for Azure Local external SAN deployments
Lists the storage array requirements for integrating external SAN storage with Azure Local.
System requirements
To use external SAN storage with Azure Local, the SAN array must meet the following requirements:
- LUNs presented to all cluster nodes
- NTFS-formatted volumes for Cluster Shared Volumes (CSVs)
- Consistent MPIO configuration across all nodes
- Dedicated LUNs assigned to individual Cluster Shared Volumes
Planning considerations for Azure Local external SAN deployments
Describes the planning activities that should be completed before integrating external SAN storage with an Azure Local cluster.
Overview
Proper planning helps ensure a successful external SAN integration and reduces deployment issues. Before connecting SAN storage to an Azure Local cluster, review storage, network, and infrastructure requirements.
Planning activities
Before integrating external SAN storage with Azure Local:
- Verify cluster deployment: Ensure that the Azure Local cluster is fully deployed and operational.
- Plan the storage architecture: Determine which workloads will use Storage Spaces Direct (S2D) storage and which workloads will use external SAN storage.
- Assess SAN capacity: Verify that sufficient LUN capacity is available to meet workload requirements.
- Review SAN documentation: Consult SAN vendor documentation for LUN creation, zoning, masking, and connectivity requirements.
- Prepare network infrastructure: Verify that Fibre Channel or iSCSI networking is configured and operational.
- Document WWNs or IQNs: Collect initiator identifiers that will be used for zoning and LUN masking configuration.
Configuration considerations for Azure Local external SAN deployments
Describes deployment and configuration considerations for integrating external SAN storage with Azure Local.
External SAN deployments require consistent configuration across all cluster nodes and supporting infrastructure. Review the following considerations before configuring SAN connectivity:
- Delay Fibre Channel zoning until after deployment: Do not zone Fibre Channel host bus adapter (HBA) World Wide Names (WWNs) to the SAN array until Azure Local deployment is complete. This helps prevent deployment and discovery issues.
- Use identical HBA configurations: Configure all cluster nodes with the same HBA model, firmware version, and driver version.
- Maintain MPIO consistency: Apply identical MPIO settings across all cluster nodes.
- Plan for node reboots: Changes to MPIO policies require a rolling reboot of all cluster nodes.
Configure Fibre Channel SAN connectivity for Azure Local
Describes how to connect an Azure Local cluster to external SAN storage using Fibre Channel.
Before you begin
Before configuring Fibre Channel connectivity, ensure that the following requirements are met:
- Azure Local cluster is fully deployed and running version 2604 or later.
- Fibre Channel host bus adapters (HBAs) are installed on all cluster nodes.
- Fibre Channel fabrics are configured with independent VSANs.
- SAN array is accessible on the FC fabric with management access configured.
Procedure
Results
All cluster nodes can access the Fibre Channel SAN LUNs, and the storage is ready for CSV configuration.
Configure iSCSI SAN connectivity for Azure Local
Describes how to connect an Azure Local cluster to external SAN storage by using iSCSI.
Before you begin
Before configuring iSCSI connectivity, ensure that the following requirements are met:
- Azure Local cluster is fully deployed and running version 2604 or later.
- Dedicated physical network adapters are available for iSCSI traffic. Virtual network adapters (vNICs) are not supported.
- Network adapter firmware and drivers comply with Azure Local hardware catalog requirements.
- The iSCSI target array is accessible on the network with management access.
Procedure
Results
All cluster nodes can access the iSCSI SAN LUNs through the configured network paths, and the storage is ready for multipath validation and Cluster Shared Volume (CSV) configuration.
MPIO for Azure Local external SAN deployments
Explains the role of Multipath I/O (MPIO) in Azure Local external SAN deployments.
Overview
Multipath I/O (MPIO) provides redundancy and load balancing for SAN storage connections. MPIO must be configured consistently across all Azure Local cluster nodes.
To integrate MPIO with Azure Local external SAN deployments, complete the folowing:
Default MPIO settings for Azure Local
Lists the default Multipath I/O (MPIO) settings included with Azure Local version 2604 and later.
| Setting | Default value |
|---|---|
| PathVerificationState | Enabled |
| PathVerificationPeriod | 30 |
| PDORemovePeriod | 20 |
| RetryCount | 6 |
| RetryInterval | 3 |
| CustomPathRecovery | Disabled |
| CustomPathRecoveryTime | 20 |
| DiskTimeoutValue | 60 |
| Load Balance Policy | Round Robin (RR) |
| NewDiskPolicy | OfflineShared |
Register storage vendor with MPIO
Describes how to register your storage vendor with Microsoft Device Specific Module (MSDSM) for MPIO management.
Before MPIO can manage storage array LUNs, your storage vendor must be registered with Microsoft Device Specific Module (MSDSM). Registering your storage vendor allows MPIO to claim and manage the storage devices presented to Azure Local.
Procedure
Results
The Dell PowerStore storage array is registered with MSDSM, allowing MPIO to claim and manage the presented SAN LUNs.
Configure the MPIO load-balancing policy
Describes how to configure the MPIO load-balancing policy for SAN-connected storage.
Procedure
Set-MSDSMGlobalDefaultLoadBalancePolicy -Policy RR
Results
MPIO uses the Round Robin load-balancing policy to distribute storage traffic across available paths on all cluster nodes.
Configure Dell PowerStore MPIO timers
Apply Dell PowerStore MPIO timer settings and perform the required rolling reboot on Azure Local cluster nodes.
After configuring the Dell PowerStore MPIO timer settings and the MPIO load-balancing policy, perform a rolling reboot of each cluster node to ensure that the configuration changes take effect.
Perform this procedure on one node at a time to maintain cluster availability.
Procedure
Results
The Dell PowerStore MPIO timer settings and load-balancing policy are applied consistently across all cluster nodes, and storage is synchronized and healthy before workloads resume.
Verify the MPIO configuration
Describes how to verify MPIO devices, path availability, and load-balancing configuration on Azure Local nodes.
After configuring MPIO, verify that all SAN LUNs are claimed by MPIO, multiple storage paths are available, and the configured load-balancing policy is applied consistently across all cluster nodes.
Procedure
Results
MPIO devices, storage paths, SAN disks, and load-balancing policies are verified and operating as expected.
Post-deployment verification for Azure Local external SAN deployments
Explains the validation and monitoring activities that should be performed after integrating external SAN storage with Azure Local.
After configuring external SAN connectivity, verify that the SAN LUNs are visible to all cluster nodes, that Multipath I/O (MPIO) is operating correctly, and that storage paths remain healthy during normal cluster operations.
Complete the following activities after configuring Fibre Channel or iSCSI SAN connectivity:
Verify SAN connectivity for Azure Local external SAN deployments
Describes how to verify that all Azure Local cluster nodes can access the SAN LUNs presented by the storage array.
Before using external SAN storage for workloads, verify that all cluster nodes can detect and access the presented SAN LUNs.
Procedure
Results
All cluster nodes can access the expected SAN LUNs, and the presented storage is healthy and available for workload use.
Verify MPIO path availability for SAN storage
Describes how to verify that SAN LUNs are accessible through multiple active MPIO paths on Azure Local cluster nodes.
After configuring Multipath I/O (MPIO), verify that each SAN LUN has multiple active paths and that path failover protection is functioning as expected.
Procedure
Results
All SAN LUNs are accessible through multiple active MPIO paths, providing redundancy and load balancing for storage traffic.
Monitor SAN path health for Azure Local external SAN deployments
Describes how to monitor SAN path health, failover events, and cluster health in an Azure Local external SAN environment.
After configuring SAN connectivity and MPIO, regularly monitor storage paths to identify path failures, failover events, and cluster health issues before they affect workload availability.
Procedure
Results
SAN path health, failover activity, storage performance, and cluster health are monitored and operating as expected.
Create and use external SAN storage in Azure Local
Explains how to provision external SAN storage and make it available for Azure Local workloads.
After verifying SAN connectivity and Multipath I/O (MPIO) configuration, you can provision external SAN storage for Azure Local workloads. Using SAN-backed Cluster Shared Volumes allows virtual machines and applications to consume external SAN storage while remaining highly available across the cluster.
To provision and use external SAN storage:
Create Cluster Shared Volumes from SAN LUNs
Describes how to create Cluster Shared Volumes (CSVs) from SAN-provided LUNs.
After verifying SAN connectivity and MPIO configuration, create Cluster Shared Volumes from the SAN LUNs before using the storage for workloads.
Procedure
Results
The SAN LUN is available as a Cluster Shared Volume and can be used by Azure Local workloads.
Configure workload storage paths on SAN-backed Cluster Shared Volumes
Describes how to configure workload storage locations on SAN-backed Cluster Shared Volumes.
After creating Cluster Shared Volumes, configure workload storage locations so that virtual machines and applications use SAN-backed storage.
Procedure
Results
Virtual machines and applications store data on SAN-backed Cluster Shared Volumes.
Troubleshoot Azure Local external SAN deployments
Provides troubleshooting guidance for common issues encountered when integrating external SAN storage with Azure Local.
External SAN storage integration issues typically involve storage path visibility, LUN presentation, or multipath failover. When troubleshooting SAN connectivity, verify storage connectivity, MPIO configuration, zoning, masking, and hardware health.
Troubleshoot MPIO paths not visible
Describes how to diagnose and resolve issues where MPIO paths are not visible or are not functioning correctly.
Use the following steps when you observe any of these symptoms:
- SAN LUNs are visible, but expected MPIO paths are missing.
- Storage devices do not appear to be managed by MPIO.
- Storage path redundancy is unavailable.
Procedure
Results
MPIO paths are visible and operating correctly.
Troubleshoot SAN LUN masking issues
Describes how to diagnose and resolve SAN LUN masking issues that prevent LUN visibility across cluster nodes.
Use the following steps when you observe any of these symptoms:
- SAN LUNs are visible on some nodes but not others.
- Newly presented LUNs do not appear on cluster nodes.
- Inconsistent storage visibility across the cluster.
Procedure
Results
All SAN LUNs are visible to all cluster nodes.
Troubleshoot SAN path failover issues
Describes how to diagnose and resolve SAN storage path failover issues.
Use the following steps when you observe any of these symptoms:
- Storage traffic does not fail over to alternate paths.
- MPIO path recovery does not occur.
- Storage connectivity is lost during path failures.
Procedure
Results
Storage paths fail over and recover correctly when path failures occur.
Updating Azure Local instances using SBE package
Download Connector
Download Connector is a component in the Solution Builder Extension (SBE) package that automates the download of new SBE bundles as they become available for your Azure Local instance.
When an SBE that includes the Download Connector is installed on your instance, manual downloading and importing of subsequent versions is no longer required. The update service automatically retrieves the next available SBE, similar to how solution updates are handled.
Download Connector is part of SBE version 4.1.2505.1501 and later. These versions also feature system and update health checks that proactively verify connectivity to the required remote resource before downloading the next SBE. System health checks run daily, while update health checks occur at the beginning of the update process.
Download Connector firewall requirements
The Solution Builder Extension (SBE) Download Connector requires outbound Internet access to retrieve update bundles and catalogs.
The SBE Download Connector that runs on the Azure Local instance must periodically connect to Internet resources to enable Download Connector to download SBE bundles for your instance. The following table lists the outbound connectivity that is required:
| Endpoint description | Endpoint URL | Port |
|---|---|---|
| SBE bundle download | dl.dell.com/* | 443 |
| SBE download catalog | downloads.dell.com/filestore/Prod/SbeDownloadCatalog/AX_SBE_Download_Catalog.xml | 443 |
| SBE download catalog redirection | aka.ms/DellAzureLocalSBEDownloadCatalog | 443 |
| Digicert Certificate Revocation Status | http://crl3.digicert.com/* | 80 |
| Digicert Certificate Revocation Status | http://crl4.digicert.com/* | 80 |
For more information about SBE packages with Download Connector capability and installation procedure, see Solution Builder Extensions for Azure Local - Integrated System AX Server Release Notes.
SBE package update prerequisites
You can apply solution updates to your Azure Local instance using the Dell Solutions Builder Extensions (SBE) package. You can update your instance either by:
- Downloading offline solution updates
- Discovering online solution updates and then applying the updates
You must ensure that:
- You have a functioning Azure Local instance with Azure Stack HCI operating system, version 24H2. The instance is registered to Azure.
- You have access to the online solution update package or offline solution update package download.
You can do these updates either by:
- Using PowerShell
- Using Azure Update Manager service from the Azure portal
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NOTE: You must run the Get-SolutionUpdateEnvironment PowerShell command. If the SBE package (latest version is 4.0.0.0) is only partially installed, complete the installation by following the procedures that are outlined in Download Connector – Automated download of future SBE release > Installation in the Azure Local Dell Solution Builder Extensions Release Notes (Dell 2512) on GitHub.
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Update SBE package using PowerShell (online)
The process for updating the SBE package using PowerShell in online mode can be used for both multi-machine or single-machine Azure Local instances.
Procedure
Updating SBE package using PowerShell (offline)
The process for updating the SBE package using PowerShell in offline mode can be used for both multi-machine or single-machine Azure Local instances.
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CAUTION: Before proceeding, verify that sufficient space is available on the selected Cluster Shared Volume (CSV).
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To do an offline solution update, follow the steps that are described in Azure Local Dell Solution Builder Extensions Release Notes > Installation
Update SBE package using Azure portal
Azure Update Manager allows you to apply, view, and manage updates for your Azure Local instance machines.
To identify and install updates, do the following:
Procedure
GPU Integration
Installing and configuring GPUs on AX platforms
You can install and configure GPUs on AX platforms. For a list of GPUs that are supported on AX nodes from Dell Technologies, see the Dell Solutions for Microsoft Azure > Azure Local Support Matrix.
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NOTE: You must order AX nodes that are preconfigured for GPU integration, or converted for GPU use, including the required components.
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Guidelines for installing GPU hardware
For deployed Azure Local instance, or Windows Server 2025 (or later instance before performing any GPU hardware changes, place the target machine into maintenance mode (pause and drain).
Use Dell Support to follow the platform-specific GPU installation procedure for your server model.
For model-specific GPU slot or riser matrices and riser configuration options, see the applicable Dell installation and service manual sections for your platform, including:
- Expansion card riser specifications
- Expansion card installation guidelines
- GPU kit (if available)
- GPU specifications
For the most up-to-date list of supported GPUs for AX nodes, see the Dell Solutions for Microsoft Azure > Azure Local Support Matrix.
GPU Discrete Device Assignment (DDA)
You can use Discrete Device Assignment (DDA) on supported GPUs so that the Azure Stack HCI and Windows Server 2025 and later operating system servers contain GPU-enabled clustered VMs.
For a list of supported GPUs, see the latest version of the Dell Technologies Solutions for Microsoft Azure Local > Support Matrix.
Download and install guest drivers
Download and install guest drivers from NVIDIA Application Hub.
To download and install a guest driver, do the following:
Procedure
Results
GPU partitioning
On the Azure Stack HCI or Windows Server 2025 or later operating-system servers, you can use GPU partitioning (GPU-P) for different workloads, such as artificial intelligence. To avoid mistakes and for a streamlined visual experience, Dell Technologies recommends that you use Windows Admin Center (WAC) for GPU-P.
For the latest supported GPU-P enabled GPUs, see Dell Technologies for Microsoft Azure Local > Support Matrix.
Dell Technologies servers do not come with a GPU-P driver. The GPU-P driver requires separate licensing from NVIDIA. For more information about licensing options and the benefits of GPU-P, see: NVIDIA Virtual GPUs.
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NOTE: For GPU-P to work, you must have both a host driver and a GPU-P enabled guest (VM) driver and the correct activated license.
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Download and install host and guest drivers
For GPU partitioning (GPU-P) to work, you must have both a host driver and a GPU-P enabled guest (VM) driver and the correct activated license.
Procedure
Dell OpenManage Integration with Windows Admin Center
Overview of Dell OpenManage Integration with Windows Admin Center
Dell OpenManage Integration with Windows Admin Center (OMIMSWAC) simplifies the tasks of IT administrators by remotely managing the AX nodes from Dell Technologies and Windows Server cluster throughout their life cycle.
For more information about the features, benefits, and installation of OMIMSWAC, see Dell OpenManage Integration with Microsoft Windows Admin Center.
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NOTE: For Storage Spaces Direct Ready nodes, if you want to use the Cluster Aware Update premium feature to update the cluster using the Dell OpenManage Integration extension, contact a Dell Technologies sales representative to get an Azure Local license.
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Prerequisites for managing AX nodes
The prerequisites for managing AX nodes from Dell Technologies are:
- You have installed the following:
- Windows Admin Center version 2410 GA or any later supported version and you are logged in as a gateway administrator
- Dell OpenManage Integration with Microsoft Windows Admin Center extension
For more information about the installation procedure, see the Support for Dell OpenManage Integration with Microsoft Windows Admin Center.
- Microsoft failover cluster extension is version 3.0 release or later
- There is a Dell OpenManage Integration with Microsoft Windows Admin Center premium license on each AX node.
- You have added the hyperconverged infrastructure cluster connection in Windows Admin Center.
- You have enabled remote desktop on your cluster with Azure Stack HCI operating system 24H2.
- You can access the Windows Admin Center remotely using domain administrator credentials. Otherwise, use local administrator credentials to access the Windows Admin Center locally. For more information, see What type of installation is right for you?
Managing Microsoft HCI-based clusters
Procedure
- In Windows Admin Center, from the menu, select Cluster Manager.
- In the Cluster Connections window, click the cluster name.
- In the left pane of Windows Admin Center, under EXTENSIONS, click Dell OpenManage Integration.
- Review the Dell Software License Agreement and Customer Notice, and then, to accept the terms of the license agreement, select the checkbox.
Monitoring clusters through the Overview window
After enabling cluster management, you can use the cluster management options in the Dell OpenManage Integration extension to view and take action as required.
In the Dell OpenManage Integration extension, select . The Overview window displays the following cluster-level information:
- Overview
- HCP Compliance
- Security
- Resources
- Quick task
For more information about each section, see the following:
Overview
Overview provides high-level cluster information including the following:
- Number of cluster machines
- Health of a cluster that includes total number of components with health as critical across nodes or, if all components are healthy, displays Health Ok .
- Green: Healthy
- Yellow: Warning
- Red: Critical
- Grey: Unknown
- Secure core status:
- Green: Enabled when all BIOS features are enabled on all nodes.
- Yellow: Partially enabled when one or more nodes do not have all BIOS features enabled.
- Red: Disabled when no node has all BIOS features enabled.
- Compliance status:
- Green: Compliant when all cluster machines are compliant with all Dell policies.
- Yellow: Warning when one or more cluster nodes are not compliant with any optional policy.
- Red: Error when a cluster node is not compliant with the Dell Hardware Symmetry Policy.
- Grey: Unknown when any cluster node is not reachable.
- Warranty status:
- Green: Active
- Red: Expired or Critical
HCP Compliance
When the Dell OpenManage Integration extension loads for the first time, the HCP and firmware compliance section remains empty. When you generate reports from the Action menu, the section is populated.
- HCP Compliance displays the compliance status of an HCI cluster number of components for each status:
- Green: Components are compliant with Dell policies.
- Yellow: Warning when components are not compliant with any optional policy.
- Red: Error when components are not compliant with the Dell Hardware Symmetry Policy.
Security
You can view the following:
- Secure core status:
- Green: Enabled when all BIOS features are enabled on all nodes.
- Yellow: Partially enabled when one or more nodes do not have all BIOS features enabled.
- Red: Disabled when no node has all BIOS features enabled.
- Infrastructure lock status:
- Green: Enabled when all nodes of the cluster are locked.
- Yellow: Partially enabled when one or more nodes of the cluster are unlocked.
- Grey: Unknown when unable to connect the cluster nodes.
Resources
Resources shows:
- The current storage details, such as used storage and available storage
- The current CPU core details, such as current cores and available cores
Quick task
Quick task provides direct links to perform different actions using the Dell OpenManage Integration extension. If an action has a dependency on another action, the action may be disabled .
Prerequisite checks
In the Dell OpenManage Integration with Microsoft Windows Admin Center extension (Dell OpenManage Integration extension), you can use standalone prerequisite checks to verify if the connection meets the requirements for monitoring and management operations.
The Dell OpenManage Integration extension also provides a standalone Prerequisite Checks option. To verify server or cluster readiness, before you run any operation using the extension, you must run Prerequisite Checks. For a seamless monitoring and management experience, you use this check to identify and fix any problems for all operations.
If any of the prerequisite checks fail, you can resolve the issue either manually or automatically depending on the nature of the check:
- For checks that are listed in the Auto Fix category, you can resolve the issue by clicking Resolve in the Dell OpenManage Integration extension.
- For checks that are listed in the Manual Fix, the Dell OpenManage Integration extension displays recommendations about how to resolve issues manually.
When the prerequisite checks are all compliant, you can use the Dell OpenManage Integration extension to perform server or cluster management operations.
To run the prerequisite checks and fix any issue using one of the methods that are listed previously, do the following:
Procedure
Health status
To view the overall health of a cluster or node, do the following steps:
- In the Dell OpenManage Integration extension, to view the overall cluster health status and the health status of each node and its components, click View: Health.
The Health window appears. The system checks the inventory prerequisites. If all prerequisites are compliant, the window displays the health status of all hardware components, as shown in the following figure. If one or more checks are not compliant, an error message appears.
Health window
- To see the prerequisites that have failed, click View Details.
- To fix the issues that are in the Auto Fix category, click Resolve .
For issues that are in the Manual Fix category, see the recommendations about how to resolve them. For more information about inventory prerequisites checks, see Prerequisite checks .
- To view the latest health information, click Refresh.
Overall Health Status
A doughnut chart displays the overall health status of a cluster using the following color code:
- Green color indicates that the cluster is healthy.
- Yellow color indicates that the cluster is not in recommended state.
- Red color indicates that the cluster is in critical state.
- Grey color indicates that indicates that the cluster nodes are not reachable and status is unknown.
The number of nodes in the doughnut chart indicates the number of cluster nodes that have the same health status as the cluster.
Different color codes show the respective health status of several nodes. To filter the health status of a node and its components, in the doughnut chart, click the respective color code. For example, to see the node and its components that are in critical health status, click the red color in the doughnut chart.
Inventory
The Inventory window lists the servers that are part of the cluster.
- In the Dell OpenManage Integration extension, select .
The Inventory window appears and provides a list of inventory prerequisite checks. If all prerequisites are compliant, the window displays the hardware and firmware information for the cluster machines. If one or more checks are not compliant, an error message appears.
- To see which prerequisites have failed, click View Details.
- To fix issues that belong to the Auto Fix category, click Resolve.
- To fix issues that belong to the Manual Fix category, see the recommendations about how to resolve them.
- To view the latest hardware or firmware information, click Refresh.
Clicking a server name on the inventory list provides details about the following components:
- System
- Firmware
- CPUs
- Memory
- Storage controllers
- Storage enclosures
- Network devices
- Hard drives
- Power supplies
- Fans
Locating hard drives and viewing their status
The Blink and Unblink feature of Windows Admin Center enables you to locate hard drives (physical disks) or view drive status.
Procedure
- Under the Inventory tab, from the Components list, select Physical Disks.
- For each hard drive, select Blink or Unblink to control the drive's LED.
Enabling hardware alerts for Azure Local instance
Before you begin
- Ensure that all checks are successful.
- Ensure that Alerts is enabled on iDRAC. Go to .
iDRAC allow you to set alerts and actions for components that have any deviation from the predefined conditions. The alerts feature allows you to receive hardware alerts from iDRAC for each node. You can configure alerts by selecting the various categories and severities:
- System Health
- Storage
- Updates
- Configuration
- Audit
- Critical
- Warning
- Informational
To manage alerts, do the following:
Procedure
Secure cluster with Secured-core
Before you begin
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NOTE: For 24H2 installations, Secured-core is enabled by default.
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The Secured-core feature is supported on the following configurations:
- AMD processor types:
- AMD Milan with cluster nodes BIOS version 2.3.6 or later
- Intel processor types:
- cluster nodes BIOS version 1.3.8 or later
NOTE: Intel E-23 series and Intel Pentium SKUs, such as G6605, G6505, G6505T, G6405, and G6405T, processor types are not supported for the Secured-core feature.
- Operating system versions:
- Azure Stack HCI operating system 24H2 or later
- TPM V2.0 module must be installed with firmware 7.2.2.0 or later
- OMIMSWAC premium license must be installed on each cluster node
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NOTE: To ensure proper functioning of the System Guard operating system feature, ensure that the TPM Hierarchy under System Security section is enabled in the BIOS settings.
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The Secured-core feature includes enabling BIOS and operating system security features. To protect infrastructure from external threats, Dell Technologies and Microsoft recommend that you enable the BIOS security features and operating system security features respectively. In Windows Admin Center, to enable BIOS security features, use the Dell OpenManage Integration extension. To enable the operating system security features, use the Security extension.
Secured-core features are enabled by default for Azure Local instance machines. For more information about the security features, see Security features for Azure Local.
To enable BIOS security features, do the following:
Procedure
Enable operating system features
Before you begin
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NOTE: Always confirm and download the latest drivers and firmware as listed in the Azure Local Support Matrix.
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| Chipset | AX node |
|---|---|
| Intel chipset DUP, version 10.1.19879.8585 and later | Dell AX-650, Dell AX-750 |
| Intel chipset DUP, version 10.1.19913.8607 and later | Dell AX-660, Dell AX-760 |
| Intel chipset DUP, version 10.1.19928.8615 and later | Dell AX-4510c, Dell AX-4520c |
| Intel chipset DUP, version 10.0.26100.6725 and later | Dell AX-670, Dell AX-770 |
| AMD chipset DUP, version 6.02.22.100 and later | Dell AX-7525 |
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WARNING: To protect the infrastructure from external threats, Dell Technologies and Microsoft recommend that you enable Secured-core. Secured-core includes both the infrastructure and Microsoft operating system features for Dell AX System for Azure Local and Windows Server 2022 or Windows Server 2025.
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Operating-system settings can be enabled manually by modifying the registry settings or by using the Windows Admin Center Security extension. To enable operating system features, do the following:
Procedure
Protect your infrastructure with infrastructure lock
Infrastructure lock (also known as iDRAC lockdown mode or system lockdown mode) helps to prevent unintended changes after a system is provisioned. Infrastructure lock is applicable to both hardware configuration and firmware updates. When the infrastructure is locked, any attempt to change the system configuration is blocked. If any attempts are made to change critical system settings, an error message is displayed.
Enabling infrastructure lock also blocks server or cluster firmware updates using the Dell OpenManage Integration extension in Windows Admin Center.
The following table lists the functional and nonfunctional features that are affected when the infrastructure lock is enabled:
| Disabled | Remains functional |
|---|---|
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Enable or disable infrastructure lock
Infrastructure lock is applicable to both hardware configuration and firmware updates, and it helps prevent unintended changes after a system is provisioned.
Procedure
Manage CPU cores in Azure Local instances
Before you begin
- Ensure that the Azure Local instance contains homogenous machines. For example, the machines must have the CPUs either from Intel or AMD and from the same processor family.
NOTE: Having machines that include CPUs from both Intel and AMD or from different processor families is not supported.
- Dell OpenManage Integration with Microsoft Windows Admin Center (OMIMSWAC) Premium License for Microsoft HCI Solutions must be installed on each Azure Local instance machine.
To configure and manage CPU cores, do the following:
Procedure
Validate and remediate Azure Local instances
By using the HCI Configuration Profile (HCP) Compliance feature, you can see the Azure Local instance compliance using HCP Compliance checks, see recommendations, and remediate the non-compliant components.
Before you begin
Before you begin, the cluster:
- Must be a Dell AX System for Azure Local system
- Nodes must have a valid Dell OpenManage Integration with Microsoft Windows Admin Center (OMIMSWAC) premium license installed
- Supported node models are listed in the Azure Local Support Matrix.
Procedure
View HCP compliance summary
Dell OpenManage Integration with Microsoft Windows Admin Center (OMIMSWAC) computes the compliance using different types of Dell HCI Configuration Profile policies, including the following, and displays the report.
Dell Infrastructure Lockdown policy checks whether the Azure Local cluster infrastructure is locked.
Dell Hardware Symmetry policy checks whether cluster machines have validated and supported hardware components and have symmetrical hardware configurations.
Dell HCI Hardware Configuration policy checks whether cluster machines have Dell Technologies recommended BIOS, NIC, and iDRAC configurations.
Dell OS Configuration policy checks whether cluster machines have Dell Technologies and Microsoft recommended operating-system configurations.
For more information about checks, see OpenManage Integration with Microsoft Windows Admin Center.
If the compliance summary is already generated, the last report is displayed with a timestamp. In this case, Re-Check Compliance is enabled. You can click Re-Check Compliance to see the latest compliance report.
The compliance summary is divided into three sections:
- Overall Compliance shows the overall compliance of the cluster such as compliance percentage, number of policies compliant, and total number of policies from the displayed policy types.
- Overall Compliance State shows overall compliance of the cluster using a doughnut chart and color codes. The color codes indicate different compliance types. You can select different color codes, if any, to filter the respective policy details and its cluster machines. For example, when you select the red color code, policies that are not compliant and their respective cluster machines are displayed. The color codes are as follows:
Compliant: Shows all cluster machines are compliant with all Dell policies.
Errors: Shows if any cluster machine is not compliant with Dell Hardware Symmetry policy.
Warnings: Shows if any cluster machine is not compliant with any optional policies.
Unknown: Shows if any cluster machine inventory could not be retrieved when the machine is down or not reachable.
- The Policy Summary shows compliance of each cluster machine and its components for each policy type:
- Policy Name: Name of Dell policies.
- Description: Description of Dell policies.
- Overall Status: Overall status of compliance of the cluster for each policy type.
- Overall State: How many policies are compliant out of the total number of policies and its percentage.
- Errors: Number of policies that are non-compliant and must be fixed.
- Warnings: Number of policies that are non-compliant and must be fixed.
- Unknown: Number of unknown issues, or unable to run or fetch the data.
- Details: See more information about each machine and its components and their compliance status.
Onboard Dell policies to Azure Arc from Windows Admin Center
To monitor the compliance of Azure Local instances, deploy Dell HCI Configuration Profile (HCP) policies in Azure Arc from Windows Admin Center.
Before you begin
- Cluster must be Dell AX System for Azure Local.
- Dell OpenManage Integration with Microsoft Windows Admin Center (OMIMSWAC) premium license must be installed on each cluster node.
- The target servers that you want to manage must have Internet connectivity to access Azure.
- Deploying Azure policies requires that you have administrator rights on the target Windows machine or server to install and configure the agent. Also, you must be a member of the Gateway access roles.
- Azure Local instance and Windows Admin Center gateway must be registered in Azure and use the same account to sign in with the resource group with edit rights. For more information about Azure registration, see Register Windows Admin Center with Azure.
- In all cluster nodes, Dell Technologies recommends that you ensure that all RDMA -enabled network adapters are connected to the same NIC ports.
By using Dell OpenManage Integration for Microsoft Windows Admin Center, you can deploy Dell HCP policies to Azure Arc. And then use these policies in Azure Arc to monitor your cluster. In addition, if multiple clusters are onboarded under the same Azure subscription, you can use the same policy to manage and monitor multiple clusters in the Azure Arc.
To deploy Dell HCP policies to Azure Arc, do the following:
Procedure
View recommendations for storage expansion
The following recommendations, using OpenManage Integration with Microsoft Windows Admin Center (OMIMSWAC) extension, enable you to prepare machines for expanding Azure Local instance storage.
Before you begin
- The cluster must be Dell AX System for Azure Local
- The Azure Local machines must have installed valid OMIMSWAC premium licenses.
- The machine models that are supported are listed in the Azure Local Support Matrix.
In an Azure Local cluster, you can expand storage by adding drives on the available slots on the cluster machines. Expanding storage adds storage capacity to the cluster and improves storage performance.
Using the Expand Storage feature, you can view recommendations that are based on HCI Configuration Profile (HCP) policies that enable you to prepare machines for expanding cluster storage.
Procedure
After you finish
View node-level storage configuration details
The cluster-level status includes the types of cluster storage configuration (whether single-media type or hybrid-media type), total number of drives in all cluster nodes, and the compliance status.
The following table lists the details of the storage configuration compliance statuses:
| Status icon | Status name | Status description |
|---|---|---|
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Compliant | The cluster is compliant for storage expansion as it meets all the prerequisites. Expand Storage is enabled. |
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Warnings | The cluster is noncompliant as its storage configuration does not comply with the Dell Hardware Symmetry Policy rules. You can continue to view recommendation for storage expansion. However, before doing a storage expansion, Dell Technologies recommends that you make the cluster compliant by following the recommendations. |
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Errors | The cluster is non-compliant as its storage configuration does not comply with some of the critical Dell Hardware Symmetry Policy rules. Expand Storage is disabled. You cannot do a storage expansion. Dell Technologies recommends that you make the cluster compliant by following the recommendations, and then doing the storage expansion. |
The following list shows drive details for each cluster node that is displayed.
- Node status:
- Green: Compliant, when there is no critical error or warning
- Yellow: Non-compliant but not critical, there is some warning
- Red: Non-compliant (Critical), there is critical error
- Serial number
- Slot number (if applicable)
- Media type
- Bus protocol
- Model: If present, AGN MU in the model description indicates that the drive is vendor agnostic and of mixed use.
- Manufacturer
- Capacity
- Endurance
- Used for cache or capacity type
- Cache or capacity ratio (available only for hybrid media types)
Post-deployment Updates and Maintenance
Post-deployment best practices
Dell Technologies recommends that you follow the guidelines that are described in this section.
Antivirus exclusions
As part of best practices, Dell Technologies and Microsoft recommend that you plan appropriate antivirus exclusions.
Azure Local instance machines by default are deployed and configured with security features including Microsoft Defender Antivirus.
If you prefer to use non-Microsoft antivirus and security software, Dell Technologies and Microsoft recommend that your vendor has validated your preferred software for Azure Local.
Follow the guidance and antivirus exclusions on Security features for Azure Local.
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CAUTION: If your antivirus software is not cluster-aware, see Antivirus software that isn't cluster-aware may cause problems with Cluster Services.
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Suspend and resume a cluster node
Before you begin
- You have local administrator privileges to access the cluster node
- Cluster node is running Azure Local version 2311.2 or later
- Client used to connect to Azure Local has PowerShell installed
- Suspend or resume the cluster node in Windows Failover Clustering
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NOTE: Verify the health status of the cluster and volumes before and after the process using the relevant PowerShell commands.
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Procedure
Suspend node
Resume node
Results
Azure Local instance machine expansion
In an Azure Local instance, adding server machines:
- Increases the storage capacity
- Improves the overall storage performance of the cluster
- Provides more compute resources to add virtual machines
Before adding new server machines to an Azure Local cluster, you must complete the following requirements:
- Verify that the processor model, HBA, and NICs are of the same configuration as the current machines on the cluster and PCIe slots.
- Ensure that all disk types and the amount in each machine are the same as the machine in use.
Do not combine two different disk types in the same cluster or machine. For example, you cannot combine SATA and SAS hard drive or solid-state drives in the same machine or cluster.
The following table lists the supported options for expanding storage capacity of the cluster:
Options to expand cluster storage capacity . Conditions for two options to expand storage capacity of a cluster Option 1 conditions Option 2 conditions - Drive is listed in the Support Matrix
- Same drive manufacturer
- Same capacity and endurance
- Latest model
- Latest firmware
- Drive is listed in the Support Matrix
- Different drive manufacturer
- Same capacity and endurance
- Different model
- Different firmware
- Ensure that the BIOS, drivers, firmware, and chipset are as listed in the Support Matrix.
- Apply the BIOS configuration to the machine and configure iDRAC.
Add a node to the rack or chassis
To expand the number of AX nodes in a cluster, you must first add a physical node to the rack or chassis in the Dell AX System for Azure Local solution.
Most Dell AX nodes are mounted in a server rack, except for compute sleds that are mounted in a chassis. The following table lists the node models and whether they are rack- or chassis-mounted.
| AX node | Mounted on |
|---|---|
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Rack |
| Dell AX-4510c and Dell AX-4520c | Chassis |
To add a node to a rack or chassis, do the following:
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NOTE: These steps are written for a chassis but the rack steps are very similar.
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Procedure
After you finish
Adding machines to an Azure Local instance
If you use a golden image for your Azure Local instances that are running with Solution version 10.2503 or later, you can add additional machines to these Azure Local instances.
Before you can add a machine to your Azure Local instance, you must ensure that the Prerequisites are met.
Prerequisites for adding machine to Azure Local instance
To increase compute and storage capacity, you can scale out an existing Azure Local instance by adding one or more machines.
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NOTE: Machine additions must be performed sequentially. Only one machine can be added at a time.
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Before you can add a machine to an Azure Local instance, ensure that the following prerequisites are met:
Procedure
Results
After you finish
Install operating system on machine
Before you begin
Procedure
After you finish
Add machine to Azure Local instance
Before you begin
Ensure that the prerequisites are met and that you have installed the operating system on the machine.
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NOTE: For Active Directory domain membership, you do not have to manually join the domain of the machine to your Active Directory. This process is automatically managed as part of the Add-Server workflow.
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CAUTION: Prior to or during the machine onboarding process, do not manually install Windows updates. This process is automatically managed as part of the Add-Server workflow.
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To add a machine to an Azure Local instance, do the following:
Procedure
After you finish
Verify the health of Azure Local instance
After you add a machine to an Azure Local instance, you must verify the health of the instance.
Before you begin
Ensure that:
- All prerequisites for adding a machine to an Azure Local instance are met
- The machine is installed with the correct operating system and has been added to your Azure Local instance
Procedure
Extending volumes
You can resize volumes that are created in Spaces Direct storage pools by using the Resize-VirtualDisk cmdlet. For more information, see Manage volumes in Azure Stack HCI and Windows Server.
Storage Spaces Direct storage expansion
In an Azure Local instance, expanding storage by adding drives on the available slots on the instance machines adds storage capacity to the instance and improves storage performance. Before the storage expansion, ensure that all drive types and the amount in each drive are the same and are equal to that of the drive in use.
Do not combine different drive types in the same Azure Local instance or machine. For example, you cannot combine SATA and SAS hard drives or solid-state drives.
The following options for expanding the storage capacity of the cluster are supported:
- Option 1: Expand the storage with the same drive manufacturer, capacity, endurance, latest model, and latest firmware. Determine if the drive is available on the AX node model that is listed in the Support Matrix.
- Option 2: Expand the storage with a different drive manufacturer, model, firmware, and the same capacity and endurance. Determine if the drive is available on the AX node model that is listed in the Support Matrix.
When drives are added to extend the overall storage capacity per machine, the Azure Local instance starts claiming the hard drives into an existing storage pool.
After the drives are added, they are shown as available for pooling ( CanPool is set to True) in the output of the Get-PhysicalDisk command.
In a few minutes, the added drives are claimed in the existing pool, and then Storage Spaces Direct starts the rebalance job. To verify that the new drives are a part of the existing pool, you can run the following command and see the listed results:
PS C:\> Get-ClusterPerformanceHistory -FriendlyName *Cluster* | Get-StorageHealthReport CPUUsageAverage : 2.66 % CapacityPhysicalPooledAvailable : 8.01 TB CapacityPhysicalPooledTotal : 69.86 TB CapacityPhysicalTotal : 69.86 TB CapacityPhysicalUnpooled : 0 B CapacityVolumesAvailable : 15.09 TB CapacityVolumesTotal : 16.88 TB IOLatencyAverage : 908.13 us IOLatencyRead : 0 ns IOLatencyWrite : 908.13 us IOPSRead : 0 /S IOPSTotal : 1 /S IOPSWrite : 1 /S IOThroughputRead : 0 B/S IOThroughputTotal : 11.98 KB/S IOThroughputWrite : 11.98 KB/S MemoryAvailable : 472.87 GB MemoryTotal : 768 GB
After all available drives are claimed in the storage pool, the CapacityPhysicalUnpooled is 0 B.
The storage rebalance job might take a few minutes. You can monitor the process by running the Get-StorageJob command.
Repairing machines in Azure Local instances
If the operating system cannot be recovered due to hardware or operating system failures, you can initiate a machine repair in your Azure Local instance.
If you use a golden image for your Azure Local instances that are running with Solution version 10.2503 or later, you can repair machines in your Azure Local instances.
Before you can repair a machine in your Azure Local Instance, you must ensure that the Prerequisites for repairing a machine in an Azure Local instance are met.
For more information, see Repair a node on Azure Local
Prerequisites for repairing a machine in an Azure Local instance
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NOTE: Repairing a machine in your Azure Local instance is supported for both scalable and switchless storage networking.
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Before you can repair a machine in your Azure Local instance, ensure that the following prerequisites are met:
Procedure
Results
After you finish
Install operating system on repaired machine
Before you begin
Procedure
After you finish
Add repaired machine to Azure Local instance
Before you begin
Ensure that:
- The Microsoft prerequisites are met
- You have installed the operating system on the repaired machine.
- You have removed the machine entry from the Computers folder in Active Directory.
- For local identity deployment only: You have created the same local user account and added it to the local administrator group
- For local identity deployment only: You have removed the faulty Azure Arc machine from the Azure Resource Group
Procedure
After you finish
Verify the health of Azure Local instance
After you repair a machine on an Azure Local instance, you must verify the health of the instance.
Before you begin
Ensure that the Repair-Server cmdlet for the repaired machine is completed successfully.
Procedure
FullPowerCycle
FullPowerCycle is a calling interface function that provides a way to reset the server auxiliary power. An increasing amount of server hardware runs on server auxiliary power. Troubleshooting some server issues requires you to physically unplug the server power cable to reset the hardware running on auxiliary power.
The FullPowerCycle feature enables the administrator to connect or disconnect auxiliary power remotely without visiting the data center. This feature is supported on AX nodes and on Storage Spaces Direct Ready machines.
The relevant commands to run in the PowerShell console are:
- To request FullPowerCycle on your system: Invoke-FullPowerCycle -status request
- To get the status of FullPowerCycle on your system: Invoke-FullPowerCycle -status Get
- To cancel FullPowerCycle on your system: Invoke-FullPowerCycle -status cancel
Secure connect gateway
Secure connect gateway (SCG) is an enterprise monitoring technology that is delivered as an appliance and a stand-alone application. It monitors your devices and proactively detects hardware issues that may occur. Depending on your service contract, it also automates support request creation for issues that are detected on the monitored devices. When a hardware issue is detected, SCG automatically collects the telemetry that is required for troubleshooting the issue. The collected telemetry helps technical support to provide a proactive and personalized support experience.
For more information about SCG, see Secure Connect Gateway - Application Edition.
References
Dell Technologies documentation
These links provide more information from Dell Technologies:
- Dell AX Solutions for Microsoft documentation
- Dell AX System for Azure Local specification sheet
- iDRAC documentation
- Azure Local Support Matrix
- For more information about manually configuring iDRAC, see PowerEdge: Support Articles for the iDRAC and the CMC.