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Create and Assign a Policy

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When you create or edit a policy, you must assign the policy to one or more data sources. This is done using the Scope of Analysis rule for the policy. The assignment of policies determines which applications, workflows, etc. use a specific policy.

After selecting the data source(s) for a right-sizing policy, you can further reduce the scope of impact of the policy by using tags and attributes to identify specific compute instances. However, idle resource policies are automatically assigned to all data sources and cannot be assigned to individual compute instances.

Tip

If no guest diagnostic metrics are enabled, Virtana Platform cannot collect memory utilization details, so recommendations will be based on an assumed percentage. We recommend installing the CloudWatch Agent on EC2 instances to receive more accurate right sizing recommendations.

About This Task

You can assign more than one policy to the same data source(s). But because only one policy can apply at a time, after you create new policies you must determine the hierarchy of policies under Settings. This means that the policies will be applied in the order you determine. So if policy #1 is not applicable in a particular situation, policy #2 will be applied, and so forth.

Steps: Create and Assign a Policy from Settings

You must have administrator privileges to access Settings.

Only an administrator can create new policies or modify exitihng ones.

  1. Navigate to Settings > Policies.

  2. Click Right Sizing or Idle Resources, and then click New Policy.

  3. Select the General Parameters tab.

  4. Under Scope of Analysis, check the data sources to which the policy should apply.

    If you select a data source with linked accounts, all child accounts are automatically selected as well.

  5. Under Entity Filter, select any Tags or Attributes to be included or excluded.

    Example: If you wanted to include all resources in the Dev environment, do the following:

    • Check Include.

    • Under by Tag, select the Any radio button and select Environment:Dev from the dropdown list.

  6. Make any other desired selections in the policy configuration form.

  7. Click Create.

    The new policy displays in the Policies list.

  8. If applying multiple policies, drag and drop the new policy to the desired hierarchical location in the list.

    Alternatively, you can click the Action menu to move a policy to the highest or lowest priority in the hierarchy.

  9. To edit a policy, click vp-icon-actions.png (Action menu) and select Edit, or click a policy name in the table.

Related Topics

Idle Resources Policy Parameters

Right Sizing Policy Parameters

Using Policies

Steps: Modify and Assign a Policy from Cost Saving Opportunities

To create a new policy, go to Setting > Policies.

Users with a role other than administrator can view policy configurations, but they cannot modify policy settings. An administrator role is required for modifying policies.

Important

Changes to a policy impact all resources to which the policy is associated. Ensure the changes you intend to make are appropriate for all impacted resources.

  1. Navigate to Cost Saving Opportunities and select the Idle Resources or Right Sizing tab.

  2. In the Recommendation Details table, locate the compute instance whose policy you want to change.

  3. Click the badge in the Policy column.

    The policy details display.

  4. Click General Parameters and then click Edit Policy.

  5. Make your desired changes and Save.

  6. Verify the changes and close the configuration form.

  7. If applying multiple policies, navigate to Settings > Policies to set the policy priority.

    You must have administrator privileges to access Settings.

  8. Drag and drop the new policy to the desired hierarchical location in the list.

    Alternatively, you can click the Action menu to move a policy to the highest or lowest priority in the hierarchy.

Related Topics

Idle Resources Policy Parameters

Right Sizing Policy Parameters

Using Policies