Prashanth Jayaram
Automation account dashboard

Getting started with Azure Automation

September 1, 2020 by

Microsoft Azure Automation service provides a framework to create and schedule workflows to simplify the repetitive and mundane tasks that Cloud administrators perform with Azure. The workflows are commonly known as run-books.

In this article, we will explore the Microsoft Azure Automation service. In addition, we will walk through the steps for creating and managing run-books.

  1. Discuss Azure Automation
  2. Understand runbook in general
  3. Explain runbook
  4. Create a PowerShell runbook
  5. Discuss the option to set up a runbook
  6. Test and publish the sample runbook code
  7. Run the runbook job and more…


We will create a new automation account and a set of credentials to access the automation service. Storing credentials in Azure Automation allows workflows to connect to Azure as the account provided.

To use the Automation feature, Type in the keyword “automation” in the Azure Market place option in the Azure portal.


  1. To do that, you need an Azure subscription
  2. You can set up a subscription with a one-month free trial period. Using the free subscription, you get up to $200 in credits to access most of the Azure services that can be used during the trial period
  3. To set up a free-trial Microsoft subscription account, you need a phone number, and a credit card. After that trial subscription expired, you are still able to access the subscription. However, if you decide to keep the subscription, you can upgrade the subscription and go with a pay-as-you-go subscription

Enable Azure Automation

Let us follow the steps to enable automation service.

  1. I assume that you have set up a subscription
  2. Browse Azure Management Portal:
  3. Type in the credentials to log in to your subscription
  4. In the search bar, type in the keyword “Automation” and click enter. You can see that the automation accounts services are listed
  5. Select the Automation Accounts option

    Setup Automation Account

  6. Click the Add icon

    Add Automation Account

  7. Type in the Name, select the Azure subscription for which you want to enable Azure Automation. In addition, select Create Azure Run As account. and then click Create
  8. After completion of the registration process, you will see the automation icon displayed on the left side of the portal

    Add Automation Account parameters

  9. Click Learn More in the Azure automation section to find information to help you get started. You can find the latest documentation on Automation, run a simple tutorial, jump to the Runbook Authoring Guide, and access the Azure forums to discuss and get answers from others about automation

What is the runbook?

Runbooks generally contain step-by-step procedures that define where to start-and-stop, handle requests, contingency plans, and helps to debug the process.

What is an Azure Automation runbook?

Azure Automation runbook encompasses a set of processes and step-by-step procedures that you execute repetitively to support various enterprise tasks. The tasks can include application deployment, resource management, database maintenance, server patching, upgrade, backup management, log management, storage management, user management, and security management.

A runbook allows you to build processes using Windows PowerShell Workflow script. The methodology is now part of the automation runbooks. A runbook is one of the core components for automation that can be used to automate and orchestrate any simple or complex requirement.

The Windows PowerShell Workflow code can be used in runbooks typically leverages automation assets. The other important components of automation include schedules—to schedule the runbooks, variables—to define variables, connections to databases and resources, and authentication components include certificates and credentials.

Automation Dashboard

The Automation Dashboard tab shows diagnostic, job, and usage information for the Automation jobs that have run. It indicates the different status of the jobs (queued, failed, stopped, suspended, completed, and running) with a granularity of one hour to 30 days. You can see the number of runbooks you have, assets (variables, connections, credentials, schedules), and more summary information.

Automation account dashboard

The Runbooks tab provides a list of runbooks and their current view. You can also see a search tab to filter the job status by specific dates and times.

Get Automation Runbooks details

In addition, you can also import the runbook and export the runbook to a file.

Export Automation Runbooks

Assets tab you can modify and create variables, connections, and credentials. You can also import additional modules that contain Windows PowerShell workflows to use in your runbooks.

Get the Automation Assets details

Automation & Configuration

Azure Automation services provide a central repository to administrate and manage all automation work-flows and assets effectively and efficiently. In addition, it also provides granular access control to the repository. The automated process can be handled in the Azure portal or locally from an on-premises server where you install the AzureAutomationauthoringToolKit module.

Create a runbook

To create a runbook, follow the below steps:

  1. Sign in to the Azure Management Portal
  2. Click the Automation account
  3. Locate the Runbooks on the left blade
  4. Click “Create a runbook”

    Create Automation Runbook

  5. Type in the following information:
    1. Runbook Name: Enter the name of the runbook.
    2. Runbook Type: Choose PowerShell
    3. Description: Type in the additional details about the purpose of the runbook

      Enter the create runbook parameters

  6. Click the Create button to create the runbook
  7. Let us add the code to the empty runbook

    Edit the runbook PowerShell content

  8. Click Save
  9. Now, the runbook job is ready to test

    Get Automation test pane

  10. Click the Edit button to test the Runbook
  11. Select the Test pane to test the code

    Get Automation test pane

Let us publish the runbook. Before it is ready to use, let’s test it to ensure it runs as per the need. Testing and validating the output becomes easier using intuitive options.

  1. Click Test pane
  2. Click the Start button to initiate the test. This is the only enabled option to run the runbook
  3. The Runbook job is created
  4. The status or output is displayed in the result pane

Get Automation test pane output

Publish the runbook

We have tested the runbook and validated the output in the last section.

In this section, you will see the steps to commit or publish the draft version of the runbook. In this case, no published version of the runbook is created so when you publish the runbook, it just creates the runbook. In other cases, it overwrites the published runbook with the draft version.

Publish the Automation Runbook

  1. Click on the Publish icon to publish the runbook
  2. Choose “Yes” when prompted with an option “Yes” or “No”
  3. Now, you will be redirected to the runbooks page and you can see that the status is set to Published
  4. Next, Click the Start button to run the runbook. You will be prompted again, choose “Yes” to start the runbook

    Publish Automation runbook

  5. Now, you will be redirected to a Job pane to view the job status. The runbook status is shown in detail. To check the status, you can keep refreshing the Refresh icon to view the possible statuses

    Runbook output details

    The runbook status is changed to Completed, click Output to see the result

    Runbook output details

  6. To view the result, select the output to view the summary. In this case, the following output is shown in the output pane

    Runbook output details

  7. Next, Click “All Logs” to see the output streams of the runbook “MyTestRunBook” job. It will display the output stream along with the date-time of its generation

    how to list runbooks logs

    You can induce an exception and error using the following sample script:


    This article is an effort to gather the details of Azure Automation services. In addition, if you are new to PowerShell automation, one can jump start and start working with Azure automation. I have also covered automation service components that are explored in detail to provide insights on their functionalities. I will discuss more about this feature in the upcoming articles.

    That’s all for now…

    Table of contents

    IT Cloud Automation using PowerShell
    Deep dive into IT Cloud Automation using PowerShell
    Getting started with Azure Automation
    Getting started with Azure SQL Database using Azure CLI
    Provisioning SQL Server 2019 Azure Container Instance using PowerShell
    Four different methods to copy your Azure SQL database
    Azure SQL Database vs SQL Server on Azure VMs
    How to provision Azure SQL Database using Ansible
    Quick start guide to Geo-restore in Azure SQL Database
    Different ways to login to Azure automation using PowerShell
    How to perform Azure SQL database Import/Export operations using PowerShell
    How to set up Azure Data Sync between Azure SQL databases and on-premises SQL Server
    Prashanth Jayaram
Azure, PowerShell

About Prashanth Jayaram

I’m a Database technologist having 11+ years of rich, hands-on experience on Database technologies. I am Microsoft Certified Professional and backed with a Degree in Master of Computer Application. My specialty lies in designing & implementing High availability solutions and cross-platform DB Migration. The technologies currently working on are SQL Server, PowerShell, Oracle and MongoDB. View all posts by Prashanth Jayaram