Enable secure settings in an Azure IoT Operations Preview deployment

Important

Azure IoT Operations Preview – enabled by Azure Arc is currently in preview. You shouldn't use this preview software in production environments.

You'll need to deploy a new Azure IoT Operations installation when a generally available release becomes available. You won't be able to upgrade a preview installation.

For legal terms that apply to Azure features that are in beta, in preview, or otherwise not yet released into general availability, see the Supplemental Terms of Use for Microsoft Azure Previews.

The secure settings for Azure IoT Operations include the setup of secrets management and a user-assigned managed identity for cloud connections; for example, an OPC UA server or dataflow endpoints.

This article provides instructions for enabling secure settings if you didn't do so during your initial deployment.

Prerequisites

  • An Azure IoT Operations instance deployed with test settings. For example, follow the instructions in Quickstart: Run Azure IoT Operations Preview in GitHub Codespaces.

  • Azure CLI installed on your development machine. This scenario requires Azure CLI version 2.64.0 or later. Use az --version to check your version and az upgrade to update, if necessary. For more information, see How to install the Azure CLI.

  • The latest versions of the following extensions for the Azure CLI:

    az extension add --upgrade --name azure-iot-ops
    az extension add --upgrade --name connectedk8s
    

Configure a cluster for a workload identity

A workload identity is an identity that you assign to a software workload (such as an application, service, script, or container) to authenticate and access other services and resources. The workload identity feature needs to be enabled on your cluster, so that the Azure Key Vault Secret Store extension for Kubernetes and Azure IoT Operations can access Microsoft Entra ID protected resources. To learn more, see What are workload identities?.

Note

This step applies only to Ubuntu + K3s clusters. The quickstart script for Azure Kubernetes Service (AKS) Edge Essentials used in Prepare your Azure Arc-enabled Kubernetes cluster enables a workload identity by default. If you have an AKS Edge Essentials cluster, continue to the next section.

If you aren't sure whether or not your K3s cluster already has workload identity enabled, run the az connectedk8s show command to check:

az connectedk8s show --name <CLUSTER_NAME> --resource-group <RESOURCE_GROUP> --query "{oidcIssuerEnabled:oidcIssuerProfile.enabled, workloadIdentityEnabled: securityProfile.workloadIdentity.enabled}"

To enable a workload identity on an existing connected K3s cluster:

  1. Use the az connectedk8s update command to enable the workload identity feature on the cluster:

    #!/bin/bash   
    
    # Variable block
    RESOURCE_GROUP="<RESOURCE_GROUP>"
    CLUSTER_NAME="<CLUSTER_NAME>"
    
    # Enable a workload identity
    az connectedk8s update --resource-group $RESOURCE_GROUP \
                           --name $CLUSTER_NAME \
                           --enable-oidc-issuer --enable-workload-identity 
    
  2. Use the az connectedk8s show command to get the cluster's issuer URL. You'll add the URL later in the K3s configuration file.

    #!/bin/bash
    
    # Variable block
    RESOURCE_GROUP="<RESOURCE_GROUP>"
    CLUSTER_NAME="<CLUSTER_NAME>"
    
    # Get the cluster's issuer URL
    SERVICE_ACCOUNT_ISSUER=$(az connectedk8s show --resource-group $RESOURCE_GROUP --name $CLUSTER_NAME --query oidcIssuerProfile.issuerUrl --output tsv)
    echo "SERVICE_ACCOUNT_ISSUER = $SERVICE_ACCOUNT_ISSUER"
    
  3. Create a K3s configuration file:

    sudo nano /etc/rancher/k3s/config.yaml
    
  4. Add the following content to the config.yaml file:

    kube-apiserver-arg:
     - service-account-issuer=<SERVICE_ACCOUNT_ISSUER>
     - service-account-max-token-expiration=24h 
    
  5. Save and close the file editor.

  6. Restart k3s:

    systemctl restart k3s 
    

Set up secrets management

Secrets management for Azure IoT Operations uses the Secret Store extension to sync the secrets from an Azure key vault and store them on the edge as Kubernetes secrets. The Secret Store extension requires a user-assigned managed identity with access to the Azure key vault where secrets are stored. To learn more, see What are managed identities for Azure resources?.

To set up secrets management:

  1. Create an Azure key vault that's used to store secrets, and give your user account permissions to manage secrets with the Key Vaults Secrets Officer role.

  2. Create a user-assigned managed identity for the Secret Store extension.

  3. Use the az iot ops secretsync enable command to set up the Azure IoT Operations instance for secret synchronization. This command:

    • Creates a federated identity credential by using the user-assigned managed identity.
    • Adds a role assignment to the user-assigned managed identity for access to the Azure key vault.
    • Adds a minimum secret provider class associated with the Azure IoT Operations instance.
    # Variable block
    INSTANCE_NAME="<INSTANCE_NAME>"
    RESOURCE_GROUP="<RESOURCE_GROUP>"
    USER_ASSIGNED_MI_NAME="<USER_ASSIGNED_MI_NAME>"
    KEYVAULT_NAME="<KEYVAULT_NAME>"
    
    #Get the resource ID of the user-assigned managed identity
    USER_ASSIGNED_MI_RESOURCE_ID=$(az identity show --name $USER_ASSIGNED_MI_NAME --resource-group $RESOURCE_GROUP --query id --output tsv)
    
    #Get the resource ID of the key vault
    KEYVAULT_RESOURCE_ID=$(az keyvault show --name $KEYVAULT_NAME --resource-group $RESOURCE_GROUP --query id --output tsv)
    
    #Enable secret synchronization
    az iot ops secretsync enable --name $INSTANCE_NAME \
                                 --resource-group $RESOURCE_GROUP \
                                 --mi-user-assigned $USER_ASSIGNED_MI_RESOURCE_ID \
                                 --kv-resource-id $KEYVAULT_RESOURCE_ID
    

Now that secret synchronization setup is complete, you can refer to Manage secrets for your Azure IoT Operations Preview deployment to learn how to use secrets with Azure IoT Operations.

Set up a user-assigned managed identity for cloud connections

Some Azure IoT Operations components, like dataflow endpoints, use a user-assigned managed identity for cloud connections. We recommend that you use a separate identity from the one that you used to set up secrets management.

  1. Create a user-assigned managed identity that's used for cloud connections.

    Note

    You'll need to grant the identity permission to whichever cloud resource you'll use the managed identity for.

  2. Use the az iot ops identity assign command to assign the identity to the Azure IoT Operations instance. This command also creates a federated identity credential by using the OIDC issuer of the indicated connected cluster and the Azure IoT Operations service account.

    # Variable block
    INSTANCE_NAME="<INSTANCE_NAME>"
    RESOURCE_GROUP="<RESOURCE_GROUP>"
    USER_ASSIGNED_MI_NAME="<USER_ASSIGNED_MI_NAME FOR CLOUD CONNECTIONS>"
    
    #Get the resource ID of the user-assigned managed identity
    USER_ASSIGNED_MI_RESOURCE_ID=$(az identity show --name $USER_ASSIGNED_MI_NAME --resource-group $RESOURCE_GROUP --query id --output tsv)
    
    #Assign the identity to the Azure IoT Operations instance
    az iot ops identity assign --name $INSTANCE_NAME \
                               --resource-group $RESOURCE_GROUP \
                               --mi-user-assigned $USER_ASSIGNED_MI_RESOURCE_ID
    

Now you can use this managed identity in dataflow endpoints for cloud connections.