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Create Virtual Machine

Sure! Let’s make your Virtual Machine and name it finmars-platform-vm. Follow these steps:

  1. Sign in to Azure
    • Open your browser and go to https://portal.azure.com/.
    • Enter your Azure email and password or Log in with your Microsoft Account.
  2. Open Virtual Machines
    • At the top, click the search box and type Virtual machines.
    • Click Virtual machines under “Services.”
  3. Launch a new instance
    • Click the Create button and pick Virtual Machine.
  4. Pick your Resource Group (or create New One)
  5. Pick Region (or leave default)
  6. Name your instance
    • In the Virtual machine name box, type finmars-platform-vm.
  7. Choose Image (Ubuntu 24.04)
    • Scroll or search for Ubuntu Server 24.04 LTS.
    • Pick 64-bit (x86) (should be default)
    • Click Select.
  8. Select instance Size (2 vCPU, 8 GiB RAM)
    • Find and click B2ms (it has 2 vCPU and 8 GiB).
  9. Create or select key pair
    • Choose Username - azureuser.
    • SSH public key source - Generate new key pair
    • Key pair name - finmars-platform-vm-key - Do not Lose this file, if you lose it, you will not able to connect to your VM again
  10. Select Inbound Ports
    • Turn on checkbox SSH
    • Turn on checkbox HTTPS
    • Turn on checkbox HTTP
    • Click Next: Disks
  11. Add storage (256 GiB)
    • Change the size from 8 to 256 in the root volume row. (OS disk size)
    • Keep the volume type as Premium SSD
    • Click Next: Networking
  12. Networking
    • Public IP: New Public IP finmars-platform-vm-ip
  13. Review and Create
    • Check all your settings.
    • Click Review + Create.
  14. Wait for your VM
    • Click View Instances.
    • Wait until its status is running and checks pass.
  15. Connect to your VM
    • Select the instance named finmars-platform-vm.
    • Click Connect.
    • Follow the instructions, for example:
      # Move your Download key file to secure folder (~/Downloads not recommended)
      
      # if this first connect 
      chmod 400 "finmars-platform-vm.pem"
      ssh -i ./finmars-platform-vm.pem ubuntu@<Public-IP>
      
      
      # if this first connect
      # Are you sure you want to continue connecting (yes/no/[fingerprint])? yes
      # yes
  16. When your Virtual Machine is created, go to Virtual Machine Details Page in Azure Portal
    • On Sidebar, go to Networking.
    • Open Network Settings
    • You should see Network Security Group
    • Press Create Port Rule button (Inbound Port Rule)
    • Follow this configuration:
      • Source: Any
      • Source Port Ranges: *
      • Destination: Any
      • Service: Custom
      • Destination Port Ranges: 8888 This is important
      • Protocol: TCP
      • Action: Allow
      • Priority: 420
      • Name: Allow8888Inbound
    • Then press Add button



Your Virtual Machine named finmars-platform-vm is ready! 🎉



Now you need to assign your Public IP of your freshly created VM to subdomain of your domain.

  1. Go to your DNS Provider
  2. Create the first record
    • Click “Create record.”
    • In Record name, type finmars (so full name is finmars.example.com). - It is Record for Actual Finmars Platform
    • For Record type, choose A – IPv4 address.
    • In Value, type your VM public IP (for example, 203.0.113.25). You can find it in VM details
    • Leave TTL as default (300).
    • Click “Create records.”
  3. Create the second record
    • Click “Create record” again.
    • In Record name, type finmars-auth(so full name is finmars-auth.example.com). - It is Record for Single-Sign-On (SSO) Finmars
    • For Record type, choose A – IPv4 address.
    • In Value, type the same VM public IP.
    • Click “Create records.”
  4. Wait a few minutes
    DNS needs a little time to spread out. After about 5 minutes, both
    • finmars.example.com
    • finmars-auth.example.com
      will go to your VM’s public IP.

That’s it! Now both sub-domains point to your finmars-platform-vm server.

You can verify it by run following command in Terminal (On Mac or Linux)

dig finmars.example.com
dig finmars-auth.example.com


Output should be like:

; <<>> DiG 9.10.6 <<>> finmars.example.com
;; global options: +cmd
;; Got answer:
;; ->>HEADER<<- opcode: QUERY, status: NOERROR, id: 39082
;; flags: qr rd ra; QUERY: 1, ANSWER: 1, AUTHORITY: 0, ADDITIONAL: 1

;; OPT PSEUDOSECTION:
; EDNS: version: 0, flags:; udp: 4096
;; QUESTION SECTION:
;finmars-platform-vm.finmars.com. IN	A

;; ANSWER SECTION:
finmars.example.com. 300 IN	A	203.0.113.25

;; Query time: 12 msec
;; SERVER: 192.168.178.1#53(192.168.178.1)
;; WHEN: Wed Jun 11 20:10:02 CEST 2025
;; MSG SIZE  rcvd: 76



Now go to next step: Install Finmars Platform