Using Policies

Policies are efficiency tools that allow you to set configuration parameters and apply them as a unit to resources. In Optimize, policies define the optimization constraints for Idle Resources and Right Sizing reports.

Policies are used to restrict report output. For Cost Saving Opportunities, the policy parameters, called constraints, provide boundaries for the recommendations submitted by Optimize. You can modify these constraints to implement greater or lesser restrictions on calculations for right sizing and idle resources.

For example, you can set right-sizing constraints so that calculations will never consider decreasing CPUs or they will only resize CPUs based on historical utilization or the calculations for CPUs will have no constraints at all, etc.

The Optimize module includes default policies with predefined configurations for Idle Resources and for Right Sizing. You can use the policies as-is or you can edit and save them.

Policies can be applied to data sources in any cloud provider environment that is configured in Virtana Platform. Additionally, policies are assigned per organization in Virtana Platform. So, changes to a policy impact all resources using that policy within the organization.


If you modify a policy, the changes impact all resources using that policy within the entire organization. Before modifying an existing policy, ensure the changes are appropriate for all cloud instances associated with the policy.

You can use Tags and Attributes with Include or Exclude fields in a policy to filter a report. You can include or exclude resources based on the resource name, cost attribute, or tag. For example, you can filter the report by one or more availability zones.


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.

You can edit existing policies from Settings, or from any report table that displays a policy icon or the Default Policy linked text. Clicking the policy icon or the linked text opens the policy configuration form, from which you can view and edit the policy parameters.

When creating a policy, you must assign the data sources to which the policy will apply. You can include one, multiple, or all cloud provider data sources under a single policy. If you select a parent data source, any linked children are also associated with that policy.

You can select constraints for your reports related to CPU, memory, instance type, disk I/O, network performance, and other properties.

The Affected Entities Preview allows you to view a list of all entities that will be impacted by the policy you are creating or modifying, so you can see the potential impact of the policy.


Related Topics

Default Policy Settings

Right Sizing Policy Parameters

Idle Resources Policy Parameters