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Configuring Policies in vCenter Operations 
Manager 
© 2014 VMware Inc. All rights reserved. 
Sunny Dua 
Solution Architect
vCOps Policies – Simplified! 
2 
RANK 1 
RANK 2 
RANK 3 
The policies are ranked 
according to how they 
appear in this list. 
• Policies are applied as 
per Ranks. 
• Hence if an object falls 
under Policy “TECH-SUMMIT” 
& “PROD”. 
• In this case “TECH-SUMMIT” 
will apply. 
Define GROUP TYPES 
here to easily identify 
groups. Such as 
Production or Application 
etc. 
Set your preferences as to 
how you want to see the 
VIEWS under 
PLANNINNG TAB and the 
period on the REPORTS.
Canned Policies 
3 
Are 
aggressive on 
rightsizing and 
conservative 
on buffers! 
Are a great 
starting point, 
but require 
modifications 
as per the 
environment 
Can be used 
effectively to 
exclude 
objects from 
Analysis/Repo 
rts
Configuring Badges in a Policy 
4 
Configures badge 
thresholds for 
INFRASTRUCTURE 
OBJECTS – Hosts, 
Datastores & everything 
except VMs 
Configures badge 
thresholds only for 
VIRTUAL MACHINES 
within the policy 
Empty sliders 
means disabled 
thresholds. 
Click to 
enable/disable 
NOTE 
Thresholds just change 
the badge color. Alerts on 
threshold breach need to 
be configured separately. 
** Group Badge Thresholds can be used to generate threshold alerts for custom groups – Example a 
three tier application group with App, Web & Database VMs
Capacity & Time Remaining Configuration 
5 
CONSERVATIVE 
Behind the scenes it 
changes the Average VM 
profile to use Effective 
Demand instead of Limited. 
Results in a larger VM 
Profile and hence lesser VM 
Remaining 
Capacity Remaining 
Calculations should be 
done on the basis of 
Usable Capacity only. This 
allows to reserve for HA 
and other Buffers. 
Use Cyclical Planning 
to consider past 
deployment behaviors. 
Provisioning buffer is 
the time it takes to 
acquire new hardware. 
Will need a 
PIZZA 
to explain this…
Demand Based 
Planning 
6 
Allocation Based 
Planning 
“Some want more while some don’t want 
any” 
“More aggressive way of looking at things” 
“Shows the real hunger of the workloads” 
“Overcommit till the environment allows” 
“Each one gets what is pre-decided” 
“Conservative – Calculative – Controlled” 
“Does not bother about the needs & wants” 
“Overcommit till the policy allows”
What is Allocation? 
• Allocation uses simple mathematics to do capacity planning. Works only on 
containers & datastores 
• Reduces the CPU, VM or DISK SPACE allocated to a VM from the total 
available. 
• The total available can be hypothetically increased by using Over commitment 
Ratios 
7 
Over commitment 
will only be 
considered if 
ALLOCATION is 
selected.
What is Demand? 
CPU Demand 
• Amount of CPU resources an object would have used if there was no contention 
• Demand (Mhz) for CPU comes from vCenter Metrics. Derived as Percentage by vCOps 
• Demand can be Greater than , Equal to or Less than Usage 
Memory Demand 
• Derived by vCOps by using Active Memory + Overheads 
Network Demand 
• Derived by vCOps using network usage per vNic as a percentage of the bandwidth. 
Disk Demand 
• Sum of the queued IO commands and the outstanding IO commands as a percentage of the overall 
capacity. It is derived by vCOps. 
8
Should I chose Demand or Allocation? 
The answer is – “it Depends”… 
Customer Use Case : 
I want to overcommit CPU by 4:1, Memory by 50% and Disk by 20%, however, I want to make sure that I 
stop creating new workloads if there is contention! 
Recommendation : 
Check both Demand and Allocation options. While you will have the option to over-commit, vCOps will 
tell you if the Demand does not allow you to over commit to the desired level. The most constraining 
measure will be used to determine VMs Remaining & Days Remaining. 
9
Let’s Look at Another Use Case 
10 
Customer Use Case : 
I am running SAP Dialog instances and Oracle Databases in the virtual infrastructure. These are 
critical machines and I do not want to overcommit at all. I want 1:1 for vCPU to Core, 0% memory 
& disk over commitment. 
Recommendation : 
In case of business critical applications, you might not worry about consolidation. Hence, you can 
use Allocation Model for CPU, Memory & Disk Space with 0% over-commitment. This will ensure 
that you have no contention and hence the best possible performance. 
TIP: You can add such VMs to a new group and apply an additional policy to ignore them 
from Oversized VMs Calculations.
When to track Usage? 
11 
Define the usage 
hours of the 
Workloads to 
ensure that Usage 
is tracked during 
the appropriate 
Days & Time.
Determine What is Usable! 
12 
Allows you to define 
Buffers for CPU, 
Memory, Disk IO, Disk 
Space & Network IO & 
HA Configuration. 
Buffers are subtracted 
from the total capacity 
Capacity 
Calculation with 
Last Known uses 
the Average 
Capacity as of 
TODAY, while 
Actual Capacity 
Uses the Average 
of the Viewing 
Period.
Lets talk about waste management now! 
13 
• Pretty straight forward 
as it looks at the 
Power State of the VM 
to detect “POWERED 
OFF” 
• Uses CPU, Disk IO & 
Network IO to 
determine the Idle 
VMs 
• %age of Time is being 
calculated as per the 
viewing period of the 
data. So if you have 
monthly views then 
90% is 
30 Days x 24 Hours = 
720 Hours 
90% of 720 Hours = 648 
Hours
Oversized & Undersized 
14 
Here is the default 
configuration! 
What does this mean? 
VM will be listed as 
oversized, if CPU or 
Memory Demand of the VM 
is Less than 30% for 1% of 
the Report Period. 
So if Report Period = 30 
Days (Default) 
30 Days x 24 Hours = 720 
Hours 
1% of 720 Hours = 7.2 
Hours 
Chances are that all your 
VMs will fall in this report, 
either because of CPU or 
Memory or BOTH.
Oversized & Undersized – A better way to do this! 
Translates to 432 hours out 
of 720. Hence if the VM CPU 
or Memory Demand is less 
than 15% for 60% of the time 
in last one month, call it 
OVERSIZED. 
Translates to 7.2 hours out 
of 720. Hence if the VM CPU 
or Memory Demand is More 
than 80% for 1% of the time 
in last one month, call it 
UNDERSIZED. 
15 
Same as 
Oversized & 
Undersized, but 
applies only to 
Containers
Alerts Configuration – This is simple  
Select what you want and 
uncheck what you don’t!! 
CONFIDENTIAL 16
© 2014 VMware Inc. All rights reserved. 
Thank you! 
Twitter - @sunny_dua 
Blog – http://vxpresss.blogspot.com

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Configuring policies in v c ops

  • 1. Configuring Policies in vCenter Operations Manager © 2014 VMware Inc. All rights reserved. Sunny Dua Solution Architect
  • 2. vCOps Policies – Simplified! 2 RANK 1 RANK 2 RANK 3 The policies are ranked according to how they appear in this list. • Policies are applied as per Ranks. • Hence if an object falls under Policy “TECH-SUMMIT” & “PROD”. • In this case “TECH-SUMMIT” will apply. Define GROUP TYPES here to easily identify groups. Such as Production or Application etc. Set your preferences as to how you want to see the VIEWS under PLANNINNG TAB and the period on the REPORTS.
  • 3. Canned Policies 3 Are aggressive on rightsizing and conservative on buffers! Are a great starting point, but require modifications as per the environment Can be used effectively to exclude objects from Analysis/Repo rts
  • 4. Configuring Badges in a Policy 4 Configures badge thresholds for INFRASTRUCTURE OBJECTS – Hosts, Datastores & everything except VMs Configures badge thresholds only for VIRTUAL MACHINES within the policy Empty sliders means disabled thresholds. Click to enable/disable NOTE Thresholds just change the badge color. Alerts on threshold breach need to be configured separately. ** Group Badge Thresholds can be used to generate threshold alerts for custom groups – Example a three tier application group with App, Web & Database VMs
  • 5. Capacity & Time Remaining Configuration 5 CONSERVATIVE Behind the scenes it changes the Average VM profile to use Effective Demand instead of Limited. Results in a larger VM Profile and hence lesser VM Remaining Capacity Remaining Calculations should be done on the basis of Usable Capacity only. This allows to reserve for HA and other Buffers. Use Cyclical Planning to consider past deployment behaviors. Provisioning buffer is the time it takes to acquire new hardware. Will need a PIZZA to explain this…
  • 6. Demand Based Planning 6 Allocation Based Planning “Some want more while some don’t want any” “More aggressive way of looking at things” “Shows the real hunger of the workloads” “Overcommit till the environment allows” “Each one gets what is pre-decided” “Conservative – Calculative – Controlled” “Does not bother about the needs & wants” “Overcommit till the policy allows”
  • 7. What is Allocation? • Allocation uses simple mathematics to do capacity planning. Works only on containers & datastores • Reduces the CPU, VM or DISK SPACE allocated to a VM from the total available. • The total available can be hypothetically increased by using Over commitment Ratios 7 Over commitment will only be considered if ALLOCATION is selected.
  • 8. What is Demand? CPU Demand • Amount of CPU resources an object would have used if there was no contention • Demand (Mhz) for CPU comes from vCenter Metrics. Derived as Percentage by vCOps • Demand can be Greater than , Equal to or Less than Usage Memory Demand • Derived by vCOps by using Active Memory + Overheads Network Demand • Derived by vCOps using network usage per vNic as a percentage of the bandwidth. Disk Demand • Sum of the queued IO commands and the outstanding IO commands as a percentage of the overall capacity. It is derived by vCOps. 8
  • 9. Should I chose Demand or Allocation? The answer is – “it Depends”… Customer Use Case : I want to overcommit CPU by 4:1, Memory by 50% and Disk by 20%, however, I want to make sure that I stop creating new workloads if there is contention! Recommendation : Check both Demand and Allocation options. While you will have the option to over-commit, vCOps will tell you if the Demand does not allow you to over commit to the desired level. The most constraining measure will be used to determine VMs Remaining & Days Remaining. 9
  • 10. Let’s Look at Another Use Case 10 Customer Use Case : I am running SAP Dialog instances and Oracle Databases in the virtual infrastructure. These are critical machines and I do not want to overcommit at all. I want 1:1 for vCPU to Core, 0% memory & disk over commitment. Recommendation : In case of business critical applications, you might not worry about consolidation. Hence, you can use Allocation Model for CPU, Memory & Disk Space with 0% over-commitment. This will ensure that you have no contention and hence the best possible performance. TIP: You can add such VMs to a new group and apply an additional policy to ignore them from Oversized VMs Calculations.
  • 11. When to track Usage? 11 Define the usage hours of the Workloads to ensure that Usage is tracked during the appropriate Days & Time.
  • 12. Determine What is Usable! 12 Allows you to define Buffers for CPU, Memory, Disk IO, Disk Space & Network IO & HA Configuration. Buffers are subtracted from the total capacity Capacity Calculation with Last Known uses the Average Capacity as of TODAY, while Actual Capacity Uses the Average of the Viewing Period.
  • 13. Lets talk about waste management now! 13 • Pretty straight forward as it looks at the Power State of the VM to detect “POWERED OFF” • Uses CPU, Disk IO & Network IO to determine the Idle VMs • %age of Time is being calculated as per the viewing period of the data. So if you have monthly views then 90% is 30 Days x 24 Hours = 720 Hours 90% of 720 Hours = 648 Hours
  • 14. Oversized & Undersized 14 Here is the default configuration! What does this mean? VM will be listed as oversized, if CPU or Memory Demand of the VM is Less than 30% for 1% of the Report Period. So if Report Period = 30 Days (Default) 30 Days x 24 Hours = 720 Hours 1% of 720 Hours = 7.2 Hours Chances are that all your VMs will fall in this report, either because of CPU or Memory or BOTH.
  • 15. Oversized & Undersized – A better way to do this! Translates to 432 hours out of 720. Hence if the VM CPU or Memory Demand is less than 15% for 60% of the time in last one month, call it OVERSIZED. Translates to 7.2 hours out of 720. Hence if the VM CPU or Memory Demand is More than 80% for 1% of the time in last one month, call it UNDERSIZED. 15 Same as Oversized & Undersized, but applies only to Containers
  • 16. Alerts Configuration – This is simple  Select what you want and uncheck what you don’t!! CONFIDENTIAL 16
  • 17. © 2014 VMware Inc. All rights reserved. Thank you! Twitter - @sunny_dua Blog – http://vxpresss.blogspot.com