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    • IT Operations Management
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    Home New York IT Operations Management IT Operations Management ITOM Optimization ITOM Optimization: Cloud Insights application Cloud Insights admin guide Business Hours: Ensuring resources run only when required Implementing your business hours processes Define or update a Business Hours policy

    Define or update a Business Hours policy

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    Define or update a Business Hours policy

    A Business Hours job applies policies to identify resources that are running when they should be powered off, reports them, and can start and stop them on a schedule that you specify. Running only during specified business hours can significantly reduce your cloud spend.

    Before you begin

    • A cloud account with a service account and associated datacenters is required.
    • Role required: Cloud Insights Admin [sn_clin_core.insights_admin] or Insights Owner [sn_clin_core.insights_owner] for owned service accounts

    About this task

    Important: A resource matches the policy if all criteria in the Service Account and Resource Criteria section are met.
    • You can create as many policies as needed.
    • You cannot change the provider while editing a policy.
    • When a policy is created or updated with changes other than to its name or description, a notification appears on the tab. Click the Reapply Policies button to apply the changed policy and recalculate the reported data.
    • When you deactivate a Business Hours policy, the resources that met the policy criteria might match a different policy (the matching policy with lowest run order) and therefore move to another schedule. In this case, the system generates a new change request. If a resource no longer meets any policy, the system attempts to power on the resource using the specified Power-on flow setting.

    Procedure

    1. Navigate to Cloud Insights > Cost Optimization > Business Hours.
    2. Click the Policies tab.
    3. Optional: Click the List view icon (List view icon) to review policies to decide on a unique Run order value for the policy.

      The run order specifies the order in which to apply the policies to the usage data. Each policy must have a unique value.

      Important: While policies are being applied: The actions for the first policy that a resource matches are performed. After that, no other policy is applied to the resource.
    4. Click New or edit an existing policy by clicking a policy card or a policy name in the list.
    5. On the Set Policy Properties page, configure the general settings and the actions that the policy performs on resources that match the policy (meet the policy criteria).
      Table 1. General section on the Set Policy Properties page
      Field Value
      Active The option to apply the policy. Select the Active check box to execute Business Hours analysis whenever billing data is updated.
      Policy name / Description A unique and descriptive name and description for the policy.
      Run order

      The order in which to apply policies. Each policy must have a unique value. The system applies policies in low-to-high run order and performs the actions for the fist policy that matches. After a match, no other policy is applied to the resource.

      Important: The system applies two batches of policies in the precedence order that you specify: Policies created by Admins and policies created by Insights Owners. See the Precedence setting in Configure Business Hours operations.
      Note: Run order values for Unassigned Resources policies and Business Hours policies do not interfere with each other.

      A resource matches the policy if all criteria in the Service Account and Resource Criteria section are met.

      Table 2. Service Account and Resource Criteria section
      A resource matches the policy if all criteria in the Service Account and Resource Criteria section are met.
      Field Value
      Provider

      The cloud provider to apply the policy to.

      Note: You cannot change the provider while editing a policy.
      Service accounts The service accounts to apply the policy to.
      • Move the required service accounts to the Selected list.
      • Select one or more service accounts.
      [Conditions]

      Conditions (combinations of tag values) that define which resources match the policy.

      • The values come from the Key Value [cmdb_key_values] table.
      • The following example has two conditions. The first condition consists of two required subconditions.
      Resource criteria for a Business Hours policy
    6. Click Next to move to the Schedule and Actions page and fill in the form.
      Table 3. Fields on the Schedule and Actions page
      Field Value
      Approval type The action to take on each resource that matches the policy.
      Auto-approval (Standard Change):
      • Generate a recommendation to apply the specified business hours and add the resource to Business Hours reports.
      • Generate and then auto-approve a change request for the assignment group.
      • Add the resource to Business Hours reports.
      • Apply the Business Hours schedule to the resource.
      Manual approval (Normal Change):
      • Generate a recommendation to apply the specified business hours schedule and add the resource to Business Hours reports.
      • Generate a change request for members of the assignment group.
      • Add the resource to Business Hours reports.
      • Any member of the group with the sn_change_write role can approve the change request.
      • When approved, apply the Business Hours schedule to the resource.
      Report-only:
      • Generate a recommendation to apply the specified business hours.
      • Add the resource to Business Hours reports.
      Change template Auto-approval (Standard Change) approval type only: Specify the change request template (Standard Change type) to use when sending change requests for Business Hours recommendations.

      If no template appears in the list, you must create one. See Create a change request template.

      Business hours schedule The schedule that specifies the days of the week and times of day that the resource should be powered on.

      Select a schedule from the list or define a schedule by navigating to Cloud Insights > Global Settings > Schedules. For more information, see Define a schedule.

      If you update the time, day, or frequency of a schedule, then the system generates new change requests for the new schedule within 24 hours.

      Power-on flow / Power-off flow Auto-approval (Standard Change) and Manual approval (Normal Change) approval types only.

      The flows that perform the on/off operations on the resources that match the policy.

    7. Click Save.

    Result

    • The policy appears as a card on the Policies tab. See Viewing Business Hours policies for additional information on viewing and updating policies.
    • When the Discovery and Billing Download job executions finish, the system applies active policies to identify matching resources and then performs the policy actions on the resources.
    Related tasks
    • Exclude a resource from all Cloud Insights reports

    Tags:

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      Define or update a Business Hours policy

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Define or update a Business Hours policy

      A Business Hours job applies policies to identify resources that are running when they should be powered off, reports them, and can start and stop them on a schedule that you specify. Running only during specified business hours can significantly reduce your cloud spend.

      Before you begin

      • A cloud account with a service account and associated datacenters is required.
      • Role required: Cloud Insights Admin [sn_clin_core.insights_admin] or Insights Owner [sn_clin_core.insights_owner] for owned service accounts

      About this task

      Important: A resource matches the policy if all criteria in the Service Account and Resource Criteria section are met.
      • You can create as many policies as needed.
      • You cannot change the provider while editing a policy.
      • When a policy is created or updated with changes other than to its name or description, a notification appears on the tab. Click the Reapply Policies button to apply the changed policy and recalculate the reported data.
      • When you deactivate a Business Hours policy, the resources that met the policy criteria might match a different policy (the matching policy with lowest run order) and therefore move to another schedule. In this case, the system generates a new change request. If a resource no longer meets any policy, the system attempts to power on the resource using the specified Power-on flow setting.

      Procedure

      1. Navigate to Cloud Insights > Cost Optimization > Business Hours.
      2. Click the Policies tab.
      3. Optional: Click the List view icon (List view icon) to review policies to decide on a unique Run order value for the policy.

        The run order specifies the order in which to apply the policies to the usage data. Each policy must have a unique value.

        Important: While policies are being applied: The actions for the first policy that a resource matches are performed. After that, no other policy is applied to the resource.
      4. Click New or edit an existing policy by clicking a policy card or a policy name in the list.
      5. On the Set Policy Properties page, configure the general settings and the actions that the policy performs on resources that match the policy (meet the policy criteria).
        Table 1. General section on the Set Policy Properties page
        Field Value
        Active The option to apply the policy. Select the Active check box to execute Business Hours analysis whenever billing data is updated.
        Policy name / Description A unique and descriptive name and description for the policy.
        Run order

        The order in which to apply policies. Each policy must have a unique value. The system applies policies in low-to-high run order and performs the actions for the fist policy that matches. After a match, no other policy is applied to the resource.

        Important: The system applies two batches of policies in the precedence order that you specify: Policies created by Admins and policies created by Insights Owners. See the Precedence setting in Configure Business Hours operations.
        Note: Run order values for Unassigned Resources policies and Business Hours policies do not interfere with each other.

        A resource matches the policy if all criteria in the Service Account and Resource Criteria section are met.

        Table 2. Service Account and Resource Criteria section
        A resource matches the policy if all criteria in the Service Account and Resource Criteria section are met.
        Field Value
        Provider

        The cloud provider to apply the policy to.

        Note: You cannot change the provider while editing a policy.
        Service accounts The service accounts to apply the policy to.
        • Move the required service accounts to the Selected list.
        • Select one or more service accounts.
        [Conditions]

        Conditions (combinations of tag values) that define which resources match the policy.

        • The values come from the Key Value [cmdb_key_values] table.
        • The following example has two conditions. The first condition consists of two required subconditions.
        Resource criteria for a Business Hours policy
      6. Click Next to move to the Schedule and Actions page and fill in the form.
        Table 3. Fields on the Schedule and Actions page
        Field Value
        Approval type The action to take on each resource that matches the policy.
        Auto-approval (Standard Change):
        • Generate a recommendation to apply the specified business hours and add the resource to Business Hours reports.
        • Generate and then auto-approve a change request for the assignment group.
        • Add the resource to Business Hours reports.
        • Apply the Business Hours schedule to the resource.
        Manual approval (Normal Change):
        • Generate a recommendation to apply the specified business hours schedule and add the resource to Business Hours reports.
        • Generate a change request for members of the assignment group.
        • Add the resource to Business Hours reports.
        • Any member of the group with the sn_change_write role can approve the change request.
        • When approved, apply the Business Hours schedule to the resource.
        Report-only:
        • Generate a recommendation to apply the specified business hours.
        • Add the resource to Business Hours reports.
        Change template Auto-approval (Standard Change) approval type only: Specify the change request template (Standard Change type) to use when sending change requests for Business Hours recommendations.

        If no template appears in the list, you must create one. See Create a change request template.

        Business hours schedule The schedule that specifies the days of the week and times of day that the resource should be powered on.

        Select a schedule from the list or define a schedule by navigating to Cloud Insights > Global Settings > Schedules. For more information, see Define a schedule.

        If you update the time, day, or frequency of a schedule, then the system generates new change requests for the new schedule within 24 hours.

        Power-on flow / Power-off flow Auto-approval (Standard Change) and Manual approval (Normal Change) approval types only.

        The flows that perform the on/off operations on the resources that match the policy.

      7. Click Save.

      Result

      • The policy appears as a card on the Policies tab. See Viewing Business Hours policies for additional information on viewing and updating policies.
      • When the Discovery and Billing Download job executions finish, the system applies active policies to identify matching resources and then performs the policy actions on the resources.
      Related tasks
      • Exclude a resource from all Cloud Insights reports

      Tags:

      Feedback

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