Modify an Azure Account in CloudCheckr CMx

As a CloudCheckr CMx customer, you can modify account details for any accounts listed in the Accounts tab on the Account Hierarchy page.

However, what you can modify depends on the cloud provider associated with your selected account. And for Azure accounts, the sub-type will also play a role in what you can modify in your account.

This topic defines what we mean by sub-type and shows you how to modify an Azure account with or without a sub-type.


What Is a Sub-Type?

The sub-type identifies the Azure account type, which is based on the Azure program that you are a part of—Enterprise Agreement (EA) for example—or the task you want to perform—such as viewing billing data for a single subscription.

The option you select on the Configuration page determines your sub-type.

Click Sub-Types to see how your configuration selection maps to the sub-types:

If you select:

Your sub-type is:

Collect billing data from my Enterprise Agreement

AzureEnterpriseAgreement

Collect billing data from my Partner Center/CSP Account

AzureCloudSolutionProvider

Collect resource information from my Azure subscription

AzureSubs

Collect information from my Azure Active Directory

AzureActiveDirectory

View billing data for a single subscription

MapToPayer


Procedures

Click a button to learn how to modify an Azure account with or without a sub-type:

If you are already in List view of the Accounts tab, skip to Step 4.

  1. Launch CloudCheckr CMx.
  2. Type Account Hierarchy in the Search bar to access the Account Hierarchy page:

  3. In the View by section, click List.
  4. Click in the row of a selected Azure account that has a sub-type.

    The Edit Account sub-drawer opens.

    Here is a close-up of the Edit Account sub-drawer:

  5. Perform any or all the following actions on your Azure account:
    • change the name of the account
    • click the Manage Credentials link to update your account credentials

      The state of your credentials is indicated by one of the following icons:

      Icon

      What It Means

      Your credentials are valid

      Your credentials are not configured

      Your credentials are not invalid

    • click the Manage Billing Data Source link to change your billing setup
    • select a folder from the Location drop-down menu to move your account to another location
    • change how you want to organize your Payee accounts (only available in Payer accounts)
    • add or delete attributes associated with your account
    • view details such as the CloudCheckr and Azure account IDs
    • delete an account
  6. Click SAVE.

If you are already in List view of the Accounts tab, skip to Step 4.

  1. Launch CloudCheckr CMx.
  2. Type Account Hierarchy in the Search bar to access the Account Hierarchy page:

  3. In the View by section, click List.
  4. Click in the row of a selected Azure account that does not have sub-type.

    The Edit Account sub-drawer opens.

    Here is a close-up of the Edit Account sub-drawer:

  5. Perform any or all the following actions on your Azure account:
    • change the name of the account
    • click Manage Credentials to select an account type:

      CloudCheckr CMx will return you to the Configure Account page where you can credential your account.

    • click the Manage Billing Data Source link to change your billing setup
    • select a folder from the Location drop-down menu to move your account to another location or folder
    • change how you want to organize your Payee accounts (only available in Payer accounts)
    • add or delete attributes associated with your account
    • view details such as the CloudCheckr and Azure account IDs
    • delete an account
  6. Click SAVE.

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