Adding a template-based Optimizer rule

You can create an Optimizer rule based on a predefined template or create a customized rule from the Rules page in the Helix Capacity Optimization Console. The templates have preconfigured conditions based on the specific environment that they are defined for. For example, the AWS - Virtual Machines template includes a condition to generate recommendations for EC2 instances (or VMs) that are idle in your AWS environment. 

Some Optimizer rules, which are based on predefined templates, are available out-of-the-box. You can modify these rules or define new ones by using the templates. For more information about Optimizer rules, see Configuring-and-managing-Optimizer-rules.

This topic explains the procedure to add and configure a template-based rule. For instructions to add a customized rule, see Adding-a-custom-Optimizer-rule.

Related topics

Using-recommendations-to-resolve-capacity-risk-and-efficiency-issues

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Configuring-and-managing-Optimizer-rules

To add a rule based on a template

  1. In the Helix Capacity Optimization Console, click Administration > OPTIMIZER > Rules.
  2. In the Optimizer Rules page, click Add rule.

  3. In the New rule page, enter values and make appropriate selections for the following properties:

    Advanced properties are marked with ✅️. To switch (toggle) to Advanced mode, click Advanced on the page

  4. Click Save.
    The rule is saved and enabled by default. The rule is listed in the Optimizer rules table. The rule is triggered to run based on the Optimizer task that is associated with the rule.

 

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