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Deploy Dataedo Portal in Azure

This guide walks you through installing and configuring the Dataedo Portal on Azure. For an overview of the Dataedo Portal, refer to this link.

To upgrade an existing Dataedo Portal instance, see this article.

Launching a virtual machine

Step 1: Access Dataedo portal on Azure Marketplace

Start by visiting the Dataedo Portal application on Azure Marketplace. Log in with your Azure account, choose the Dataedo Portal plan, and click Create.

info

You'll only be charged for the virtual machine; Dataedo Portal uses a BYOL (Bring Your Own License) model.

Dataedo Portal listing on Azure Marketplace

Step 2: Configure the virtual machine

The wizard will take you to the Create a virtual machine page:

Create a virtual machine page

Now, configure the following:

Basics tab

  1. Project details

    • Select your Subscription and Resource Group.
    • To create a new resource group, click Create new.
    Project details with Subscription and Resource Group fields
  2. Instance details

    • Set the Virtual Machine Name and Region.
    • Choose Dataedo Portal as the image.
    Instance details with Virtual Machine Name, Region, and image settings
  3. Size

    • Recommended: 2 vCPUs and 4 GB RAM (minimum) or 4 vCPUs and 8 GB RAM (for higher performance).
    Virtual machine size selection
  4. Administrator account

    • Use SSH public key for authentication.
    • Select an existing SSH key from Azure or generate a new key pair.
    Administrator account SSH public key configuration
  5. Now, click the Next: Disks button at the bottom:

    Next: Disks button

Step 3: Configure disks

  1. On the Disks tab you can configure properties of the operating system and data disks.

    useful tip

    Use SSD for os disks optimal performance.

    Disks tab with OS and data disk configuration options
  2. Now, click the Next: Networking button at the bottom:

    Next: Networking button

Step 4: Configure networking

  1. Define the Virtual Network, Subnet, and Public IP.

    • Create a new public IP or assign one later.
    Networking configuration with Virtual Network, Subnet, and Public IP settings
  2. Configure the Network Security Group: Open these ports to allow essential traffic for the Dataedo Portal:

    • 80: if you're using HTTP
    • 443: if you're using HTTPS
    • 22: if you're using SSH

    For global access, set the source to Any. Otherwise, consult your network administrator.

    Network Security Group configuration with open ports

Step 5: Review and create

The configuration options on the other tabs of the Create a virtual machine page are optional. You can adjust them according to your needs or keep the default values.

  1. Review the settings and click Review + Create button at the bottom:

    Review + Create button
  2. Wait until the validation process is finished:

    Validation completed successfully
  3. Review and read the Terms, then verify your settings and click Create.

    Terms and settings review before creation
  4. If you're generating a new SSH key pair, download the private key file (<key_pair_name>.pem) and save it securely.

    Download new SSH key pair prompt
  5. Wait for the deployment to complete, then click Go to resource to access the virtual machine page.

    Deployment complete with Go to resource button

Connecting via SSH

To continue setup or change configuration later, you will need to connect to the virtual machine via SSH.

  1. On the virtual machine's overview page, click Connect to view the public IP address and admin username.

    Virtual machine Connect page showing public IP address and admin username
  2. Open a terminal and locate your private key file. For Mac/Linux, set read-only permissions:

   chmod 400 <private_key_file>.pem

Connect using the SSH command:

   ssh -i <private_key_file>.pem <admin_username>@<virtual_machine_ip_address>

Respond yes to the prompt when connecting for the first time.

SSH first connection confirmation prompt

Configuring environment variables

  1. Navigate to the Docker configuration files:
    cd /opt/dataedo/
  1. Edit the .env file:
    sudo nano /opt/dataedo/.env
  1. Restart containers for changes to take effect:
    sudo docker compose down
sudo docker compose up -d
useful tip

For detailed .env configuration, see this guide.

Accessing the application

You can now launch the Dataedo portal:

  1. First, get the IP address of your virtual machine. To do this, please return to the Connect option page of your virtual machine in Azure and copy the public IP address.

    Virtual machine Connect page with public IP address
  2. Paste the IP address into your web browser using http:// (not https://).

    Dataedo Portal IP address entered in web browser
    ssl certificate

    The Dataedo Portal doesn't include a pre-installed SSL certificate during setup.

    We strongly recommend installing an SSL certificate immediately after completing the initial configuration.

  3. The browser will display the Dataedo portal page:

    Dataedo Portal home page
    • If you see the Configure repository page instead, it means the connection to the repository failed using the settings from the env file. In this case, go back to the Configuring environment variables section above.
Configure repository page

Need help?

If you run into any problems or have questions, reach out to Dataedo support.

Dataedo is an end-to-end data governance solution for mid-sized organizations.
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