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Getting started

Onboarding checklist

The seven steps in order, who does each one, and where your part ends.

Infralign enrols your first admin and emails the setup link before any of this. Before you start covers that part.

Figure 1 is the whole journey. Steps 1 to 5 are yours and take about 25 minutes at the keyboard. Steps 6 and 7 are ours.

Onboarding, end to end, with a chip reading your time, about 25 minutes. An amber band labelled your team, your Azure tenant, marked read-only and nothing is written to your estate, holds three cards under a time axis reading first, ask and register, then roles and consent, then the wizard. The first card holds step 1, send the consent ask, and step 2, register app plus secret, tagged ask, then Entra admin. The second holds step 3, assign 2 reader roles, and step 4, approver accepts, tagged both waits overlap. The third holds step 5, run the 4-step wizard, tagged about 6 minutes. An arrow labelled after 5, your part is done crosses into a cyan Infralign band tagged confirmed by email, which holds step 6, nightly run lands data, tagged 02:30 to 06:15 UTC, and step 7, we open your dashboards, tagged done by a person. Onboarding, end to end, with a chip reading your time, about 25 minutes. An amber band labelled your team, your Azure tenant, marked read-only and nothing is written to your estate, holds three cards under a time axis reading first, ask and register, then roles and consent, then the wizard. The first card holds step 1, send the consent ask, and step 2, register app plus secret, tagged ask, then Entra admin. The second holds step 3, assign 2 reader roles, and step 4, approver accepts, tagged both waits overlap. The third holds step 5, run the 4-step wizard, tagged about 6 minutes. An arrow labelled after 5, your part is done crosses into a cyan Infralign band tagged confirmed by email, which holds step 6, nightly run lands data, tagged 02:30 to 06:15 UTC, and step 7, we open your dashboards, tagged done by a person.
Figure 1: Your work ends at the wizard. Everything in the amber band is read-only, and a person confirms step 7 by email.

First, ask and register

Section titled “First, ask and register”

1. Send the consent request. This is the one step that can sit in somebody’s queue for days, so send it first. Email your approver your tenant ID and a link to grant admin consent. That page has them build the consent URL themselves and make four checks before they accept.

2. Register the app and create a secret. About 6 minutes in the Entra admin center. Record the two IDs, the secret value, and its expiry as you go. Click-by-click walkthrough.

Section titled “Then, roles and consent”

3. Assign the two reader roles. Grant Reader and Cost Management Reader to infralign-reader, at management group scope if you can. About 6 minutes, then up to 10 minutes for Azure to propagate. Role steps and scope choice.

4. Your approver accepts the consent dialog. A few minutes of their time, once per tenant, never per user. This wait and the propagation wait can run at the same time. The four checks they make.

Then, the wizard

Section titled “Then, the wizard”

5. Run the setup wizard at app.infralign.ai. Paste the four values, watch the checks run, pick your subscriptions, and select Finish setup. About 6 minutes. The four wizard steps.

Then you wait, and we work

Section titled “Then you wait, and we work”

6. The first nightly run lands your cost data, between 02:30 and 06:15 UTC. Automated. Nothing for you to do.

7. We open your dashboards. Infralign checks that first run. Once it has landed, your dashboards open within one business day, and a person at [email protected] emails you. What to check on your first day.

If you get stuck

Section titled “If you get stuck”

Most failures are one of three values pasted wrong, or a role that has not propagated yet. Start at the troubleshooting table. If it does not name your symptom, email [email protected].

Next: Entra app registration. The click-by-click walkthrough for steps 2 and 3.