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  • Writer's pictureJJC Systems

Standard Operating Procedure (SOP): Create a Windows Virtual Machine in Azure

Purpose: The purpose of this SOP is to provide a step-by-step guide for creating a Windows virtual machine (VM) in Microsoft Azure. This process will allow users to deploy a Windows-based VM and configure it according to their specific requirements.

Scope: This SOP applies to users who have access to Microsoft Azure and intend to create a Windows VM within their Azure subscription.


1. Access the Azure Portal:

  • Open a web browser and navigate to the Azure Portal at

  • Enter your Azure account credentials and sign in.

2. Navigate to Virtual Machines:

  • In the Azure Portal dashboard, click on "Virtual machines" in the left-hand menu.

  • Click on the "Add" button to start creating a new VM.

3. Select the Basics configuration:

a. In the "Basics" tab, configure the following settings:

  • Subscription: Select the appropriate Azure subscription.

  • Resource Group: Choose an existing resource group or create a new one.

  • Virtual Machine Name: Enter a unique name for your VM.

  • Region: Select the Azure region where you want to deploy the VM.

  • Availability Options: Choose the desired availability option (e.g., No infrastructure

redundancy required).

  • Image: Select the Windows Server image you want to use.

  • Size: Choose an appropriate VM size based on your requirements.

b. Click "Next" to proceed.

4. Configure VM settings:

  • In the "Disks"tab, configure the OS disk and any additional data disks as needed.

  • In the"Networking"tab, configure the virtual network, subnet, public IP address, and network security group settings.

  • In the "Management"tab, configure any required management settings such as diagnostics, boot diagnostics, or extensions.

  • In the "Advanced"tab, configure additional advanced settings if necessary.

  • Click "Next" to continue.

5. Configure Authentication:

  • In the "Authentication type" section, select an authentication method, such as password or SSH key.

  • Provide the necessary credentials (username and password) or SSH key information.

  • Click "Next"to proceed.

6. Review and Create:

  • Review all the configurations you have made for the VM.

  • Click "Create" to start the deployment process.

7. Monitor the VM deployment:

  • The Azure Portal will display the deployment progress and provide notifications when the VM is being created.

  • Wait for the deployment to complete.

8. Access and manage the VM:

  • Once the deployment is successful, you can access the VM through various methods such as Remote Desktop Protocol (RDP) or Azure Bastion.

  • Connect to the VM using the provided connection details (IP address, username, and

password/SSH key).

  • Customize the VM settings, install applications, and perform any additional configurations required.

9. Validate VM functionality:

  • Ensure that the VM is functioning correctly by testing the desired applications and services.

  • Verify that the network connectivity, disk storage, and any other configured resources are working as expected.

10. Update and maintain the VM:

  • Regularly update the VM by applying the latest Windows updates and patches.

  • Implement security best practices, such as configuring firewalls, antivirus, and monitoring solutions.

  • Perform routine maintenance tasks to ensure the VM's optimal performance and stability.

11. Deallocate or Delete the VM:

  • When the VM is no longer required, consider deallocating (stopping) or deleting it to avoid unnecessary costs.

  • Deallocate the VM if you plan to use it in the future but don't need it running currently.

  • Delete the VM if it's no longer needed, ensuring that you have backed up any important data.

Note: This SOP provides a general overview of the process for creating a Windows VM in Azure. Depending on your specific requirements and Azure subscription plan, the steps and options may vary. Always refer to the Azure documentation for the most up-to-date and detailed instructions.

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