Setting Up plan scenarios

Plan entry points

You can begin creating a plan scenario from different places in the user interface:

From the Plan Page

Navigate to the Plan Page and click New plan. This plan has no scope. You will specify the scope after selecting the plan type.
From the Home Page

To start a plan scenario from the Home Page, you must first go to the Search page to set the scope.

Set the scope to a specific Account, Billing Family, VM Group, or Region to start an Optimize Cloud plan.
- Cloud scope
  
  If you set the scope to a specific Account, Billing Family, VM Group, or Region, you can start an Optimize Cloud or Buy VM Reservations plan.
- On-prem scope
  
  If you set the scope to a specific Host Cluster, Datacenter, Group, Storage Cluster, or Virtual Datacenter, you can start any plan. You may need to go through additional steps, depending on your chosen plan type. For example, if you scope to a host cluster and choose the Add Virtual Machines plan type, the plan wizard prompts you to select the most suitable templates for the VMs you plan to add to the cluster.
- Container platform cluster scope
  
  If you set the scope to a specific container platform cluster, you can start an Optimize Container Cluster or Migrate Container Workloads plan.
For details, see Scoping the Turbonomic Session.

After setting the scope, the Plan button appears in the Home Page.

Plan types

Select from the list of plan types. For more information, see Plan scenarios and types.

Turbonomic opens the appropriate plan wizard.

Plan wizards

Each plan type includes a wizard to guide you through creating the scenario. The wizard leads you through the configuration steps to create a plan that answers a specific question. After you make the required settings, you can skip ahead and run the plan, or continue through all the optional steps.

Plan scope

All plans require a scope. For example, to configure an Optimize Cloud plan, you set the scope to all or specific cloud providers or accounts.

It usually helps to focus on a subset of your environment. For a large environment, plans that are scoped run faster.

To narrow the scope, select a group from the list. The page then refreshes to include only the entities that belong to that group.

Use Search or Filter to sort through a long list.

Other plan information

The wizard prompts you for any additional information that is required to run the plan. For example, for a Hardware Refresh plan, you need to identify the hosts that replace the scoped hosts. For a Migrate to Cloud plan, you need to identify the cloud service provider, region, or group you want the scoped workloads to migrate to.

Run the plan

After you provide the minimum required information for running a plan, the wizard shows you the following options:

Run Plan: Immediately run the plan.
Next: [Step]: Continue with the rest of the wizard and then run the plan.
Skip to Configuration: Skip the rest of the wizard and go to the Plan Page to:
- Customize the plan settings.
- See a preview of the plan scenario.
- Run the plan.

Note:

For a custom plan, the only option available is Configure Plan. Click this button to open the Plan Page, configure the plan settings, and then run the plan.

The Plan page

The Plan Page first displays if you skip the wizard or when you run a plan.

For a plan with a large scope, it might take some time before you see the results. You can navigate away from the Plan Page and check the status in the Plan Management Page. You can also cancel a plan that is in progress.

The Plan Page shows the following sections:

Plan page sections	Description
A. Plan name	Turbonomic automatically generates a name when you create a new plan. Change the name to something that helps you recognize the purpose of this plan.
B. Plan scope	Review the scope that you set in a previous step. Note: It is not possible to change the scope of the plan in the Plan Page. You must start over if you want a different scope. To start over, click the More options icon (), and then select New Plan.
C. Configuration toolbar	Configure other settings for the plan. You can name the plan, change workload demand and the supply of resources, and specify other changes to the plan market. The toolbar items that display depend on the plan you are creating.
D. Configuration summary	Review the plan's configuration settings. You can remove any setting by clicking the x mark on the right. Use the toolbar to change the settings. As you edit the plan scenario, those changes immediately appear in the Configuration summary.
E. Other options	See what else you can do with the plan. Upload: (For Azure only) Upload the results of a Migrate to Cloud plan to the Azure Migrate portal. For details, see Uploading the Results to Azure. Run / Run Again: If a plan has not run, click Run and then check the plan results. If the plan ran and you want to run it again with a different set of configuration settings, click Run Again. This runs the plan scenario against the market in its current state. : Click to see more options. New Plan: Configure a new plan. You can choose this option if you want to change the scope of the current plan, which requires that you start over and configure a new plan. Reset view: Restore charts to their default views. For example, if you changed the commodities that are displayed in the Optimized Improvements or Comparison charts, you can discard those changes by choosing this option. Delete plan: Choose if you no longer need the plan.
F. Plan results	Review the results in the charts provided. For a plan that has not run, you see a Scope Preview chart and a one-time message that instructs you to run the plan.

Plan Management

Created plans are displayed in the Plan Management Page.