Planning considerations and worksheets for Infrastructure Management

Use the information in this topic to help define a new implementation of TrueSight Infrastructure Management. To plan the deployment of TrueSight Operations Management, see Planning.

If you are upgrading from a previous version of an TrueSight Infrastructure Management or BMC Impact Solutions installation, see Upgrading the Infrastructure Management components.

Tip

In the Tools menu, select Export to Word to create a planning worksheet from this page for recording your implementation decisions.

If you are hosting multiple tenants, perform this activity for each tenant.

Related topic

Installing

Planning activity	Worksheet	References
Decide on your type of implementation. You can deploy TrueSight Infrastructure Management to collect performance data, collect external events, manage service models, or any combination of these functions. Data collection and event management—The TrueSight Infrastructure Management manages performance data from PATROL Agents, and manages external events from the BMC Event Adapter and PATROL Agents. Event and impact management—The TrueSight Infrastructure Management manages external events from the BMC Event Adapter, and manages impact data from service models.	None	Sizing charts and guidelines for data and event management environments Sizing charts and guidelines for event and impact management
If you are implementing service impact models, decide on the level of service models you plan to implement to determine whether or not you will need to integrate with Atrium CMDB and Atrium Discovery and Dependency Mapping. Also decide on whether you will have discrete or distributed service models.	None	Use cases for centralized service models
Plan your sources of event and performance data.	Data collection source worksheet	Considerations and best practices for interoperability with PATROL components Integrating with SCOM Supported Infrastructure Management integrations with other products
Size your deployment based on the best practices for achieving a scalable environment.	Deployment sizing worksheets	Sizing and scalability considerations for Infrastructure Management
Decide whether to use the default, embedded SAP SQL Anywhere database, or a remote Oracle database.	Database selection for the Infrastructure Management Servers	Considerations for selecting the database for the Infrastructure Management Server Considerations and best practices for deploying the Oracle database
Design your deployment architecture and determine the number of PATROL Agent, Integration Services, TrueSight Infrastructure Management Servers, and other systems needed to support the deployment. This is important overall, but it also has detailed implications regarding policies that control how agents connect into the TrueSight Infrastructure Management infrastructure. If you have not completed and documented the implementation architecture, you will not know which Integration Service nodes various agents must connect to, and therefore will not be able to create the appropriate policies to control this.	Deployment architecture worksheet	Deployment use cases and best practices for Infrastructure Management
Identify the integrations that you want to enable with TrueSight Infrastructure Management.	Integration worksheet	Supported Infrastructure Management integrations with other products Third-party product requirements and support for Infrastructure Management
Ensure all systems meet the system requirements.	System requirements worksheet	System requirements and product compatibility for Infrastructure Management
Acquire the hardware to support the planned deployment.	Hardware worksheet	Hardware requirements to support small, medium, and large environments
Review the network ports used by TrueSight Infrastructure Management and the compatibility matrix for IPv6 deployment. For a port that conflicts with ports already used in your environment, determine whether the port can be configured during installation or whether the 3: port needs to be configured after installation .	None	Network port schematics for Infrastructure Management Compatibility matrix for IPv6 deployment
Review the security planning sections and record decisions about the security implementation. Remedy Single Sign-On and the TrueSight Presentation Server provide authentication, user management, tenant management, and role-based permissions for TrueSight Infrastructure Management.	None	Security planning for Infrastructure Management Security planning for Presentation Server
Review the performance benchmarks and tuning sections and record plans for tuning the system.	None	Performance benchmarks and tuning for Infrastructure Management

Data collection source worksheet

Plan your sources of event and performance data. Consult the following topics for details and requirements:

Deployment sizing worksheets

Read the Sizing and scalability considerations for Infrastructure Management to understand the scaling and sizing requirements of the TrueSight Infrastructure Management Server, Integration Service, and monitoring solutions. It is important to estimate the size of your deployment correctly because the steps to follow and the design elements vary depending on the size of the deployment. Note that migrating from a single-server deployment to a multiple-server deployment is difficult unless you plan for it.

Follow the sizing and scalability considerations and best practices for your type of deployment and enter the sizing values in the tables that follow, as applicable.

Sizing worksheet for TrueSight Infrastructure Management Server data collection

Decide the type and volume of data to be collected and prioritize your data collection needs.

Identify what will be monitored in the environment and how that data will be used. Specifically identify from which systems, applications, and components in your environment you need performance metrics (and historic trend data), and from which components you will need events and alerts. This important decision dictates the requirements for all steps that follow.

The volume of data and events collected might be constrained by the amount of hardware or budget allocated, so prioritize and categorize the data being collected to make it easier to adjust to any hardware or budget constraints.

Characteristic	Value
Number of devices
Total number of attributes An attribute is a property of a monitor instance. For example, attributes of a file system monitor instance are file size, file creation date and time, file modification date and time, file access date and time, and so on. In the PATROL Agent, an attribute corresponds to a parameter. Calculate the total number of attributes to be monitored based on the monitor type and the number of monitor instances per monitor type. Polling periods have an effect on the number of attributes. Performance benchmarks and tuning for Infrastructure Management specifies the number of attributes based on 5-minute polling. If polling is faster, the effective number of attributes will be higher by a factor of 2.5.
Total number of monitor instances on the TrueSight Infrastructure Management Server A monitor instance is an object that is being monitored such as a file system, logical disk, and so on. In the PATROL Agent, a monitor instance corresponds to an application instance.
Duration of raw data retention
Duration of rate retention
Number of groups
Number of Service Level Objects (SLOs)

Sizing worksheet for Integration Service data collection

Characteristic	Value
Maximum number of monitor instances per Integration Service
Number of Integration Services
Maximum number of PATROL Agents

Sizing worksheet for data collection with multiple Integration Services running on the same Integration Service host

Characteristic	Value
Number of devices
Total number of attributes
Total number of monitor instances on the TrueSight Infrastructure Management Server
Duration of raw data retention
Duration of rate retention
Number of groups
Number of SLOs
Maximum number of PATROL Agents that can be connected to each of the Integration Services

Sizing worksheet for Integration Service event management

Characteristic	Value
Number of intelligent events per day (does not apply to impact management deployments)
Number of external events per day
Number of remote cells
Duration of event retention

Note

When the load of the TrueSight Infrastructure Management Server is distributed among Integration Services, BMC recommends a maximum of three Integration Services instances running on a single Integration Service host computer. No additional hardware is required on the Integration Service host computer.

Sizing worksheet for impact management

Characteristic	Value
Number of configuration items (CIs) in the CMDB
Number of services in the CMDB
Number of CIs in the TrueSight Infrastructure Management Server
Number of CIs per cell
Maximum number of CIs per service model
Number of services in the TrueSight Infrastructure Management Server
Service model depth

Sizing worksheet for TrueSight Infrastructure Management users and consoles

Characteristic	Value
Concurrent number of users—operator console
Concurrent number of users—administrator console

Sizing worksheet for TrueSight Infrastructure Management Server memory configuration (MaxHeap metrics)

Characteristic	Value
Size of JServer
Size of rate
Size of agent controller

For information about tuning recommendations, see Performance benchmarks and tuning for Infrastructure Management.

Sizing worksheet for Integration Service memory configuration (MaxHeap metrics)

Characteristic	Value
Maximum size of the Integration Service (does not apply to impact management deployments)

Sizing worksheet for the BMC Cloud Lifecycle Management integration

Characteristic	Value
Number of monitored devices
Number of monitor instances
Number of attributes
Duration RAW data retention
Duration RATE retention
Adapter type
Polling frequency, in minutes (stats, auto-sync)
Required number of Central Servers
Required number of Child Servers
Required number of TrueSight Infrastructure Management Data Collection Hosts
Required number of BMC BladeLogic Automation Servers
Total number of computers required
Total number of processors
Total memory required (in GB)

Database selection for the TrueSight Infrastructure Management Servers

Infrastructure Management can use the embedded SAP SQL Anywhere database or an Oracle database in any deployment:

An embedded SAP SQL Anywhere database must run on the same system as the core server components. The embedded database is optimized for Infrastructure Management.
An Oracle database must run on a different system within the same subnet network.

For information on choosing and deploying the database, see the following topics:

Database selection (SAP SQL Anywhere or Oracle)	Instance	Disk subsystems	Other details

Deployment architecture worksheet

After sizing the deployment, determine the number of TrueSight Infrastructure Management Servers, Integration Services hosts, PATROL Agents, consoles, and other system needed. For guidance on selecting a deployment architecture, consult the deployment use cases in the worksheet.

Determine the location of all PATROL Agents and the respective Integration Services. At least one Integration Service must exist for each network, and generally the Integration Service must be close to the PATROL Agents connecting to it. This requirement minimizes the number of connections to the Infrastructure Management Server and makes firewall management easier because there is one connection per Integration Service. Consult the following topics for additional guidance about Integration Service host deployment:

Tip

Develop a clear strategy for assigning the PATROL Agents to each Integration Service. The TrueSight Infrastructure Management Server does not auto-balance the load between PATROL Agents and Integration Services, so the initial assignment is important. Although at least one Integration Service must exist per network, a convention based on name or function (or simple round-robin assignment) within the network is acceptable as long as you are consistent and avoid overloading any one Integration Service.

Deployment use case	TrueSight Infrastructure Management servers	Integration Service Hosts and services	Staging Integration Service hosts	Other systems to support consoles or integrations
Infrastructure Management single-server deployment
Infrastructure Management multiple-server deployment
Infrastructure Management high availability deployment
Disaster recovery (Oracle) deployment
Disaster recovery (Sybase) deployment
BMC Atrium CMDB integrated deployment

The following table lists which components must be installed on dedicated servers. For deployment on virtual machines, see Considerations for deploying Infrastructure Management on a VM.

Component	Dedicated or shared server
TrueSight Infrastructure Management Server	Dedicated
Oracle database	Dedicated (installed on a server dedicated to Oracle databases)
SAP SQL Anywhere database	Shared (installed as part of the TrueSight Infrastructure Management Server)
Service Desk Integration Gateway	Shared (installed as part of the TrueSight Infrastructure Management Server)
Integration Service host¹	Dedicated server for event and data integration processes
Integration Service	Shared on an Integration Service host computer
(Optional) Impact Integration Web Services	Shared on an Integration Service host computer
Remote Cell	Shared on an Integration Service host computer
BMC Event Adapters	Shared on an Integration Service host computer
PATROL Agents for remote monitoring²	Dedicated

^{1 The Integration Service host is not an installable component. It is a server dedicated to middle tier data and event collection processes.}

^{2 PATROL Agents for remote monitoring include solutions for remote operating system monitoring, VMware vSphere, and other domains that involve larger amounts of data collected by a single agent.}

Integration worksheet

Identify the integrations that you want to enable with TrueSight Infrastructure Management. Consult the following topics for details and requirements:

Integration	System requirements	Other considerations

System requirements worksheet

Consult the System requirements and product compatibility for Infrastructure Management information to determine value for the TrueSight Infrastructure Management system components.

Component	Value
TrueSight Infrastructure Management Server system requirements
Remote cell system requirements
Administrator console system requirements
Supported databases for Infrastructure Management
Supported platforms for High-availability cluster mode
BMC CMDB Extensions and BMC Impact Model Designer requirements
Considerations for deploying Infrastructure Management on a VM
BMC Impact Integration Web Services Server requirements
Presentation Server, Infrastructure Management, and PATROL Agent compatibility matrices
BMC Event Adapters requirements

Hardware worksheet

Specify the use for the hardware, such as TrueSight Infrastructure Management Server, Integration Service host, production, development, test, high availability (HA), disaster recovery (DR), Oracle database, and so on. See Hardware requirements to support small, medium, and large environments for supported configurations. For supported OS languages, see Language information.

Configuration	Value
Server 1
Use
Environment sizing (small, medium, large)
Platform and language
RAM
Storage configuration
Server 2
Use
Environment sizing (small, medium, large)
Platform and language
RAM
Storage configuration
Server 3
Use
Environment sizing (small, medium, large)
Platform and language
RAM
Storage configuration
Server 4
Use
Environment sizing (small, medium, large)
Platform and language
RAM
Storage configuration
Server 5
Use
Environment sizing (small, medium, large)
Platform and language
RAM
Storage configuration
Server 6
Use
Environment sizing (small, medium, large)
Platform and language
RAM
Storage configuration

Where to go next

If you have not already done so, plan the deployment of the TrueSight Presentation Server and Remedy Single Sign-On. For information, see Planning the Presentation Server deployment.