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2. Set up your machine

Step 2 of 10 ยท Get ready

Step at a glance

๐ŸŽฏ Goal โ€” Install the toolchain you'll use on every engagement.

๐Ÿ“‹ Prerequisite โ€” 1. Get oriented complete.

๐Ÿ’ป Where you'll work โ€” Your workstation.

โœ… Done when โ€” gh --version, az --version, azd version, python --version (3.11+) all succeed; Copilot Chat opens in VS Code; you can az login to a personal/dev subscription.


This step is one-time per partner machine. You do not re-do it per customer engagement. The production-only configuration (multi-environment GitHub secrets, OIDC, HITL approver webhooks, private networking) is out of scope here โ€” that lands in 7. Provision the customer's Azure once you have a real customer.

Tools to install

Tool Why Minimum
VS Code with GitHub Copilot Chat extension Editor + Copilot is required for every chatmode (/discover-scenario, /scaffold-from-brief, etc.) Latest
Azure CLI (az) Tenant login + targeted az calls >= 2.55
Azure Developer CLI (azd) One-shot azd up provision + deploy >= 1.10
GitHub CLI (gh) Template clone + repo bootstrap >= 2.50
Git Branching + PR work Any recent
PowerShell 7 (Windows only) azd lifecycle hooks (postdeploy) run with pwsh 7.x
Python 3.11+ (optional) Only if you want to run scripts, tests, or the FastAPI app locally โ€” azd up itself does not require Python on your machine 3.11โ€“3.13
Docker / Podman (optional) Only for local container builds; azd up builds in ACR remotely by default Any recent

Microsoft Store Python alias

On Windows, %LOCALAPPDATA%\Microsoft\WindowsApps\python.exe is not a real interpreter. If you need Python locally, install from python.org, winget, scoop, or use an activated Conda env.

Verify

gh --version
az --version
azd version
python --version    # only if you installed Python locally

Open VS Code, install the GitHub Copilot Chat extension, sign in. Confirm the chat sidebar opens (Ctrl+Alt+I or the ๐Ÿ’ฌ icon) and typing / shows a chatmode picker.

Sign into a sandbox subscription

For step 3 you'll deploy to a sandbox โ€” your own dev sub or an MSDN/Visual Studio benefits sub โ€” not a customer subscription.

az login --tenant <your-sandbox-tenant-id>
azd auth login

Confirm Foundry quota in your target region (Azure portal โ†’ Foundry โ†’ Quotas). The accelerator deploys gpt-5-mini on GlobalStandard (default 30k TPM) โ€” confirmable per region, partner per partner.

Repo development extras (optional, only if you'll edit code locally)

pip install -e ".[dev]"

This installs pytest, ruff, pyright, and mkdocs so you can run the lint, tests, and docs build locally. CI runs all of them anyway, so this is convenience only.


What you do NOT set up here

The items below are per-customer, not per-machine. They are explicitly skipped in this step and walked through during the delivery walkthrough:

  • GitHub Environment-scoped secrets (AZURE_CLIENT_ID / AZURE_TENANT_ID / AZURE_SUBSCRIPTION_ID / AZURE_LOCATION) โ€” set in 7. Provision the customer's Azure.
  • Multi-environment manifest entries in deploy/environments.yaml โ€” set via /deploy-to-env in 7. Provision the customer's Azure.
  • HITL_APPROVER_ENDPOINT webhook โ†’ set per environment in 7. Provision the customer's Azure.
  • Private networking (enablePrivateLink=true) โ†’ optional, picked during 7. Provision the customer's Azure via /configure-landing-zone.

If you stumble on those names while reading other pages, that's where they're configured.

Troubleshooting โ€” top 5 (per-machine)

  1. azd up complains about model deployment not found โ€” the FastAPI startup bootstrap (src/bootstrap.py) verifies the deployment exists before agents are created. Confirm Foundry quota in the target region; edit accelerator.yaml's models: block if you need a different SKU; re-run azd up.
  2. az login opens a browser but nothing happens โ€” most often a stale ~/.azure cache. az logout then az login --use-device-code from the same shell.
  3. gh repo create fails with auth error โ€” gh auth login and pick GitHub.com โ†’ HTTPS โ†’ Login with a web browser. Confirm gh auth status shows your account.
  4. Copilot Chat sidebar doesn't show chatmode picker โ€” Confirm the GitHub Copilot Chat extension is installed (not just GitHub Copilot โ€” they're two extensions). Restart VS Code after install. Type / in the chat input to see the picker.
  5. pwsh not found on Windows โ€” Install PowerShell 7 from winget install Microsoft.PowerShell. The Windows-built-in powershell.exe (5.1) is not enough; azd lifecycle hooks call pwsh explicitly.

Continue โ†’ 3. Rehearse in a sandbox