How to host Mautic on Azure VM Instance - ServerAvatar

Mautic is an open-source marketing automation platform designed for businesses of any size. It provides tools for managing leads, emails, and campaigns, allowing users to automate and customize their marketing strategies. Azure offers a reliable and scalable infrastructure for hosting Mautic, with easy deployment options. ServerAvatar streamlines the process by providing a straightforward, step-by-step guide for installing Mautic on Azure servers, ensuring an efficient installation.

Create VM Instance in Azure

Getting Started with Azure:

Azure virtual machines are one of several types of on-demand, scalable computing resources that Azure offers. Typically, you choose a virtual machine when you need more control over the computing environment than the other choices offer. An Azure virtual machine offers the benefits of virtualization without the need to purchase or manage the underlying physical hardware. However, you are responsible for tasks such as configuring, patching, and installing software on the virtual machine to ensure its proper functioning.

Azure virtual machines can serve a variety of purposes. Here are a few examples:

1. Development and testing: Azure virtual machines provide a fast and straightforward method to deploy a computer environment tailored for coding and testing applications with specific configurations.
2. Cloud-based applications: Given the variable demand for your application, it can be cost-effective to host it on an Azure virtual machine. You scale up by deploying additional virtual machines as needed and scale down by shutting them down during periods of lower demand.
3. Extended data center: Virtual machines within an Azure virtual network can seamlessly integrate with your organization's network infrastructure.

Create a VM Instance in Azure:

To create a server in Microsoft Azure, First log in to Microsoft Azure. Once you are there, Follow the steps given below.

Step 1: Create a resource

• To access the resource creation form, Go to the Microsoft Azure Home and click on the addition icon button to create a resource. See the following image for reference.

• Then, click on the Create Virtual Machine as derived in the following image:

• By default, you are in the basic section, you have to fill out the details of your project. Select your Subscription plan and create a Resource group accordingly.

• After that, you have to enter the following details of your instance which includes:
  1. Virtual machine name: Enter your virtual machine name.
  2. Region: Select the Location of your Instance.
  3. Availability options: There are four options available:
     • No infrastructure redundancy is required. (Recommended)
     • Availability Zone: If you select this option then you will have to choose the Zones available for your instance.
     • Virtual machine scale set: If you select this option then you have to create your own Virtual machine scale set in your current resource and region.
     • Availability Set: If you select this option then you can choose Aligned availability sets or Classic availability sets.
  4. Security type: Azure offers three types of security:
     • Standard: Selecting this type will provide a basic level of security.
     • Trusted launch virtual machines: Selecting this will ensure a secure boot process by leveraging hardware-backed security features to protect against firmware-level attacks and other vulnerabilities. (Recommended)
     • Confidential virtual machines: Selecting this will provide a secure environment where data can be processed in encrypted memory, safeguarding it from unauthorized access even from the cloud provider.
  5. Image: Generally, the Mautic application requires Ubuntu 20.04 LTS or a later version for compatibility and support. We recommend to select Ubuntu 20.04 LTS x64 or Ubuntu 22.04 LTS x64 as an operating system.
  6. VM architecture: Select the radio button that shows x64 bit.
  7. Size: Select the VM component size as per your requirements.
  8. Enable Hibernation: Ignore this checkbox.

• Following the steps you have to enter the Administrator account details:

1. Authentication type: You can either use the SSH public key or password for authentication, we recommend to use SSH public key.
2. Username: Enter username of your choice.
3. SSH public key source: There are three sources available in Azure for SSH public key:
   • Generate new key pair: If you want to generate a new SSH public key then you can choose this option and also you can select encryption format that is RSA SSH format or Ed25519 SSH Format. (Ed25519 provides enhanced performance and security using a smaller key size, whereas RSA remains prevalent, especially in legacy systems and applications).
   • Use existing key stored in Azure: Select this if you have stored any SSH public key in Azure.
   • Use existing public key: Select this if you already have a public key of your own.

• Now you have to set up Inbound port rules. Inbound port rules define how incoming network traffic is handled by a device or network service. These rules specify which ports on the device or service are open and accessible from external sources, such as the Internet or other networks. In this section, you have to select the ‘Allow Selected Port’ radio button as public inbound rules and select the inbound port as shown in the picture below.

Step 2: Select the Disk for the Virtual Machine

• You can select the disk according to your requirements and needs. You can refer to the image to see the options available in Azure for configuring the disk.

Step 3: Configuring Network Interface Settings

• Here you have to configure your virtual machine network interface, for that, you have to fill out the details as follows:
  1. Virtual network: Select the network or you can create one.
  2. Subnets: Select by default subnets or if you have knowledge you can manage and configure them on your own.
  3. Public IP: Select the newly created by default public IP or you can create one.
  4. NIC network security group: Leave it Basic as shown in the below image.
  5. Public inbound ports: Click on Allow selected ports.
  6. Select inbound ports: Select port HTTP(80), HTTPS(443) and SSH(22).
  7. Delete public IP and NIC when VM is deleted: Check this box as needed.
  8. Enable accelerated networking: Ignore this checkbox.

• Moreover, Microsoft Azure also provides load-balancing features. The purpose of this feature is to enhance resource utilization, increase throughput, reduce response times, and prevent any single resource from becoming overloaded.
• This practice is essential for maintaining high availability and reliability of applications and services by evenly distributing workloads. However, Microsoft Azure offers three options you can choose a radio button according to your needs, for that refer to the image depicted below:

Step 4: Configure management options for your Virtual machine

• In this step, you can set up management of your virtual machine and you can configure it according to your requirements and needs.

Step 5: Configure monitoring options for your Virtual machine

• The next step is to configure monitoring of virtual machines. With the help of this feature, you can monitor your virtual machine's Health by setting up Alerts and Diagnosing the issues related to your virtual machine. Please refer to the image mentioned below.

Step 6: Advanced option for your Virtual machine

• In this step, you can enhance configurations by adding additional agents, scripts, or applications through virtual machine extensions or cloud-init. Microsoft Azure makes various options available in this section to set up your virtual machine. You can select the feature you want to add to your virtual machine. Referring to the image below will give you a better understanding.
• Note: Feel free to skip this step, if you don't want to add additional features to your Virtual machine.

Step 7: Create tags for your Virtual machine

• Tags consist of name and value pairs that allow you to classify resources. They facilitate consolidated billing by applying the same tag to multiple resources and resource groups. You can create tags of your own choice and checkmark the resource as per your needs as depicted in the image below.

Step 8: Review And Create A Virtual Machine

• Lastly, you can check all the details you have entered for creating the Virtual machine in Microsoft Azure and after reviewing it, you can click on the Create button as shown in the image below.

Step 9: Allow ServerAvatar port from Microsoft Azure Cloud panel

• The final step is to allow a port so that you can connect your virtual machine server to ServerAvatar. Follow the steps shown in the image below.

1. Go to the Microsoft Azure Dashboard.
2. After that click on your newly created Virtual machine
3. Next, go to the Network settings and create new inbound port rules.
4. Finally, add the details mentioned in the image below.

Congratulations! You have successfully created your instance in Microsoft Azure which is now ready to connect with ServerAvatar.

Initial Server Configuration

The Initial server configuration includes the installation and configuration of various packages required to host your website. Usually, You have to write commands and modify configuration files. Luckily, With ServerAvatar, Your full server configuration and optimization can be automated.

Here are the three ways to automatically configure your server with ServerAvatar.

wget https://srvr.so/install
chmod +x install
./install

Auto-install Mautic with ServerAvatar

Step 1: Create a PHP application

Once you are on the server panel, access the Application tab from the sidebar.

Now by clicking the Create button, you’ll see the application creation form as the below image. Fill in the required details to create an application, including the Application Name, Primary Domain, and other PHP Settings.

Click the Create Application button.

Note that:

If you want to host Mautic CRM on your domain, then make sure to point your domain to the current IP address of your server, and for that:

1. Log in to your hosting provider site, where you buy your domain. You can check your domain information with one click.

2. Access DNS Manager to edit your DNS records(contact the support team if you don’t find them)

3. Change the IP address of A Record of your website to the current server’s IP address.

Step 2: Auto-install Mautic application

From your application panel, access the Auto deploy tab from the sidebar. Now click the Mautic Auto install card like the below image.

It asks to enter Mautic application details in the form. The details include the following-

Admin credential

These details are used for logging in to your Mautic panel as an admin.

• First Name: Enter admin first name
• Last Name: Enter admin last name
• Username: Enter admin username
• Email:You will use this email if you forget your password or want to reset the password.
• Password: Enter admin password

PHP Settings

PHP Version: You can here change the PHP version for your Mautic installation.

Email Configuration

Mail from Name: The name seen when you send an email. Mail from email: The email address from which you send an email. Mail Username: Username of chosen SMTP credential Mail password: Password of chosen SMTP credential Mail port: 25 or 465, or 587 would be recommended for sending an email. Mail Host: Chosen SMTP hostname. For example, smtp.pepipost.com.

After filling up all the details, click the Install Now button.

Step 3: Install SSL Certificate

You can install SSL for your website using just one click. On the application panel, click on the SSL Certificates tab from the sidebar.

You can also use a custom installation method to install SSL certificates. After installing the SSL, check the box Force HTTP to HTTPS to secure the communication between your browser and the website.

Once you are done, access the Application URL on your browser. It redirects to the admin login page. Enter admin credentials to log in to your Mautic admin panel.

And that’s it. You can now use Mautic to create a strong marketing strategy for your business.