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Writer's pictureAakash Rahsi

Complete Guide to Creating and Managing an Azure Cosmos DB Account

Updated: Sep 16

Are you looking to set up and manage an Azure Cosmos DB account effectively? This comprehensive guide provides step-by-step instructions to help you create, configure, and optimize your Cosmos DB for high performance, security, and scalability.

Step 1: How to Create an Azure Cosmos DB Account

Log in to the Azure Portal:

  • Start by heading to the Azure portal and signing in with your Azure account credentials.

Create a Cosmos DB Account:

  • On the Azure portal's left-hand menu, click "Create a resource."

  • In the "New" window, type "Azure Cosmos DB" in the search bar and select it from the results.

  • Click "Create" to begin setting up your Cosmos DB account.

Configure the Cosmos DB Account:

  • API Option: Choose the API that best fits your application needs:

    • SQL API: For document-based storage with SQL queries.

    • MongoDB API: If your application uses MongoDB databases.

    • Cassandra API: For column-family data models.

    • Gremlin API: Ideal for graph database applications.

    • Table API: Best for key-value storage needs.

  • Account Name: Enter a unique name for your Cosmos DB account.

  • Subscription: Select the appropriate Azure subscription.

  • Resource Group: Create a new resource group or choose an existing one.

  • Location: Select the primary region for your account to optimize performance.

Global Distribution Settings:

  • Enable Multi-region Writes: Turn this on if your app requires write operations across multiple regions for enhanced performance and availability.

  • Geo-Replication: Add regions for global distribution to ensure low-latency access worldwide.

Choose Capacity Mode:

  • Provisioned Throughput: Select this option for predictable workloads requiring manually set Request Units (RUs).

  • Serverless: Choose serverless for workloads with unpredictable or sporadic usage patterns.

Apply Settings and Create Your Account:

  • Review all settings and click "Review + create." Once the settings are validated, click "Create." The setup may take a few minutes to complete.

Step 2: Configure Network and Security Settings in Azure Cosmos DB

Set Up Firewall and Virtual Networks:

  • Navigate to your Cosmos DB account in the Azure portal.

  • Under "Settings," select "Firewall and virtual networks."

    • Firewall: Define IP ranges that are allowed to access your Cosmos DB.

    • Virtual Networks: Integrate with Azure VNets to establish secure, private connectivity.

Configure Authentication and Authorization:

  • Azure AD Integration: Go to "Settings" > "Azure AD" to configure Azure Active Directory for secure authentication.

  • Role-Based Access Control (RBAC): Assign roles to users or groups to manage permissions efficiently.

Data Encryption Options:

  • Encryption at Rest: By default, Cosmos DB encrypts data at rest with Microsoft-managed keys. You can also choose customer-managed keys for enhanced security.

Step 3: How to Set Up Databases and Containers in Azure Cosmos DB

Create a Database:

  • Go to the "Data Explorer" section in your Cosmos DB account.

  • Click "New Database."

    • Database ID: Enter a unique name for your database.

    • Throughput: Choose whether to set throughput at the database level or the container level.

Create a Container:

  • In "Data Explorer," click "New Container."

    • Container ID: Provide a unique name for your container.

    • Partition Key: Choose a high-cardinality partition key for optimal performance and scalability.

    • Throughput: Set throughput (RUs) for the container if not set at the database level.

Define an Indexing Policy:

  • Click on the "Indexing Policy" tab in your container settings.

    • Default Indexing: By default, Cosmos DB indexes all data. Adjust indexing settings to optimize performance by including or excluding specific fields.

    • Composite Indexes: Configure composite indexes to improve query performance involving multiple fields.

Step 4: How to Import or Insert Data into Azure Cosmos DB

Manually Insert Data Using Data Explorer:

  • Go to your container in "Data Explorer."

  • Click "Items" and then "New Item" to manually insert a document in JSON format.

Bulk Import Data:

Use SDKs for Programmatic Data Insertion:

  • Cosmos DB offers SDKs for various programming languages, such as .NET, Java, Python, and Node.js. Install the appropriate SDK and use it to insert, update, or query data programmatically.

Step 5: How to Query and Access Data in Azure Cosmos DB

Using SQL API for Queries:

  • Write SQL-like queries to fetch data from your Cosmos DB containers.

  • Use "Data Explorer" in the Azure portal to run and test your queries.

Advanced Querying Capabilities:

  • Joins: Perform JOIN operations on documents.

  • Aggregations: Use aggregate functions like COUNT, SUM, AVG, MIN, and MAX.

  • Stored Procedures: Create stored procedures in JavaScript for complex server-side operations.

Using Other APIs:

  • MongoDB API: Use MongoDB drivers for seamless data access.

  • Cassandra API: Use CQL (Cassandra Query Language) for interacting with your data.

  • Gremlin API: Execute graph queries for analyzing relationships and graph data.

Step 6: How to Scale and Optimize Performance in Azure Cosmos DB

Monitor Performance Metrics:

  • Utilize Azure Monitor to track key performance metrics like RU consumption, latency, request rates, and partition health.

  • Set up alerts to notify you of performance issues, such as high latency or exceeding provisioned throughput.

Scale Throughput Dynamically:

  • Go to the "Throughput" settings in your Cosmos DB account.

  • Adjust the RUs to match workload requirements. Consider enabling Auto-Scale to automatically adjust throughput within a specified range.

Optimize Your Queries for Better Performance:

  • Use the Query Metrics feature in "Data Explorer" to analyze query performance.

  • Refine queries to reduce RU consumption by:

    • Avoiding cross-partition queries.

    • Utilizing efficient indexing strategies.

    • Simplifying complex queries.

Improve Partition Key Strategy:

  • Regularly review your partition key strategy to ensure even data distribution across partitions.

  • Consider using composite partition keys if a single field lacks sufficient cardinality.

Step 7: Backup and Data Recovery in Azure Cosmos DB

Automatic Backups:

  • Azure Cosmos DB automatically backs up data every four hours. Verify that this feature is enabled and configured according to your retention requirements.

Manual Backups:

  • Use the Azure Cosmos DB Data Migration Tool to manually export data to a secure backup location.

Restore Data from Backups:

  • Follow Azure’s documented procedures to restore from backups in case of data loss. Regularly test the restore process to ensure your backup strategy is reliable.

Step 8: Security Best Practices for Azure Cosmos DB

Secure Access Control:

  • Periodically update firewall rules and VNet settings to secure access.

  • Implement RBAC to manage access controls effectively based on user roles.

Auditing and Compliance:

  • Enable Diagnostic Logs to track access and actions on your Cosmos DB account.

  • Use Azure Security Center to monitor and enforce compliance with security best practices.

Data Encryption:

  • Ensure data encryption both at rest and in transit.

  • Use customer-managed keys for enhanced encryption control.

Step 9: Troubleshooting Common Issues in Azure Cosmos DB

Addressing High Latency:

  • Monitor Metrics: Use Azure Monitor to identify latency sources.

  • Optimize Queries: Simplify and optimize query structures.

  • Partitioning Strategy: Ensure even data distribution across partitions.

Handling Throttling (429 Errors):

  • Retry Logic: Implement exponential backoff in your application for retries.

  • Increase Throughput: Scale up RUs or enable auto-scaling to handle increased loads.

  • Optimize Usage: Reduce the number of operations or refine queries to lower RU consumption.

Resolving Consistency Issues:

  • Consistency Settings: Check and adjust the consistency level to match application needs.

  • Conflict Resolution: Configure policies to handle write conflicts in multi-master setups.

Fixing Indexing Problems:

  • Review Indexing Policy: Modify indexing to include or exclude specific fields as needed.

  • Rebuild Indexes: Rebuild indexes when significant changes occur in data structure or indexing policies.

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