Getting Started With Azure Assessment

  • Updated on Mar 30, 2026
  • Published on Feb 25, 2026
  • 1 minute(s) read
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Prerequisites

Before proceeding, please review the Prerequisites section in the Lucidity Assessment for Azure to ensure all requirements are met.

Getting Started

Step 1: Choose the Assessment Mode

Lucidity offers two methods to initiate Assessment for Azure. Based on chosen method follow steps below:

  • Dashboard-based Assessment (Recommended)

    • Click on the Run Assessment in the Assessment Dashboard on Lucidity Web Portal.

    • Select Cloud Provider → AZURE

  • Desktop App-based Assessment

    • Visit the Lucidity Assessment Dashboard from the host where the Lucidity app will be installed and run.

      Note

      The app runs centrally — it does not need to be installed on each target VM.

    • Click Download Desktop App to download the Lucidity Assessment application on the host machine.

    • Choose the version corresponding to your host OS.

    • After downloading, install and launch the Lucidity Assessment App on your host machine.

    • From the cloud provider selection screen, choose AWS to proceed with the assessments

Once Azure is selected, the subsequent steps apply to both Dashboard and Desktop based assessment methods.

Step 2: Choose the Authentication Method

Lucidity supports three authentication methods to securely run the Assessment, depending on your environment and access controls:

Authentication Method

Recommended For

Requires App Registration

Interaction Type

Notes

Authorization Code

Desktop App

❌ No

Interactive (User login)

Fastest setup; uses OAuth 2.0 Auth Code flow.

Device Code

Ease of Use

❌ No

Interactive (via browser/device code)

Best for Dashboard-based Assessment use.

Client Credentials

Dashboard App

✅ Yes

Non-interactive

Uses Azure AD App Registration and RBAC roles.

For details, refer to Authentication Methods for Azure Assessment

Before proceeding, review the policy to understand the exact permissions required for assessment. This policy grants the minimum necessary privileges to allow Lucidity to perform metadata analysis and enable VM Insights temporarily (based on permissions).

Proceed to respective User Guides depending on Authentication Method:

Once all required details are entered, click Initiate Assessment

Step 3: View Results

  • The cost-saving insights from the assessment will be available on the Lucidity Assessment Dashboard within a few hours.

  • A detailed analysis and optimization recommendations will also be shared by the Lucidity teams.

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