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System Performance Management & Capacity Planning. Dr Bernie Domanski The City University of New York The College of Staten Island. Session 1 (of 2). What’s Going On? What Do We Have To Do? The Capacity Planning Process Surveying the Users Forecast Workload Levels Model New Configurations
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System Performance Management & Capacity Planning Dr Bernie DomanskiThe City University of New YorkThe College of Staten Island
Session 1 (of 2) • What’s Going On? • What Do We Have To Do? • The Capacity Planning Process • Surveying the Users • Forecast Workload Levels • Model New Configurations • Management Reporting • Who Do People Listen To? • Summary of Issues
Tutorial Description • To provide a framework for performance management and capacity planning • To survey the tools and methods in use today
Intended Audiences • Directed to managers & users concerned about performance management and/or capacity planning • Directed to performance analysts desiring a broader framework and perspective
Capacity Planning Is … • Finding when a system will exceed the ability to provide cost-effective service & what to do about it. • An on-going process of upgrading and altering configurations to maintain a cost-effective balance between workload changes and performance constraints. • Gathering a certain amount of performance data about a system, • Developing a model from the data, and • Making predictions about what will happen when the load is increased when you add new equipment, make software changes, etc..
Performance Management Is … • Finding when a system has exceeded its service constraints and requires tuning or re-planning • Applying all the tools and techniques required to get the system within the service constraints
Session 1 (of 2) • What’s Going On? • What Do We Have To Do? • The Capacity Planning Process • Surveying the Users • Forecast Workload Levels • Model New Configurations • Management Reporting • Who Do People Listen To? • Summary of Issues
The Capacity Planning Process Business Requirements Capacity User Expectations Workload
The Capacity Planning Process ADD MEMORY TO EXISTING SYSTEM ($20,000) EXISTING SYSTEM NEW SYSTEM COST ($400,000) RESPONSE TIME WORKLOAD
Workload Characterization Workload Identification by Subsystems & Resources Historical Data What Does The CapacityPlanner Do?
Capacity PlanningStatus Quo • Data Sources – needed to drive: • workload characterization • workload forecasting • performance prediction
Workload Characterization • Use the usual - • CPU, I/O, Mem on both clients and servers • Add locality metrics - • where does the process occur? • where is the data used? • Process & Data Dependencies • which workloads must complete & be synch’ed with other workloads / data
Example of Using Workload Characterization • Server Consolidation
Consolidation Methodology Overview • Determining a viable target configuration for server consolidation consists of four major tasks. • Identification of candidate servers • Application workload characterization • Determination of forecasting parameters • Analyzing target configurations for utilization and service levels
Processing Environment Worksheet • Click Here to VIEW
Session 1 (2) • What’s Going On? • What Do We Have To Do? • The Capacity Planning Process • Surveying the Users • Forecast Workload Levels • Model New Configurations • Management Reporting • Who Do People Listen To? • Summary of Issues
Historical Data Workload Identification by Subsystems & Resources Business / Application Manager Survey the User Community Business Planning Data Service Level Objectives Workload Growth Forecast Data Center
Complexities & Questions • Multiple mission critical workloads • “What machine do I put which workload on?” • How far into the future should I forecast? • Which workloads can I mix?
Session 1 (of 2) • What’s Going On? • What Do We Have To Do? • The Capacity Planning Process • Surveying the Users • Forecast Workload Levels • Model New Configurations • Management Reporting • Who Do People Listen To? • Summary of Issues
Where We Are In The Process NEW SYSTEM COST ($400,000) ADD MEMORY TO EXISTING SYSTEM ($20,000) EXISTING SYSTEM RESPONSE TIME WORKLOAD the 1st critical forecasted point into the future ... we need to evaluate 2 different options
Session 1 (of 2) • What’s Going On? • What Do We Have To Do? • The Capacity Planning Process • Surveying the Users • Forecast Workload Levels • Model New Configurations • Management Reporting • Who Do People Listen To? • Summary of Issues
Simulation MODELING Analytic Historical Data Model Untuned Workload Identification by Subsystems & Resources Service Level Objectives Workload Growth Calibration Equipment Acquisition Plan Model Baseline What - If
Session 1 (of 2) • What’s Going On? • What Do We Have To Do? • The Capacity Planning Process • Surveying the Users • Forecast Workload Levels • Model New Configurations • Management Reporting • Who Do People Listen To? • Summary of Issues
MANAGEMENT REPORTING Equipment Acquisition Plan Management Reports < FUTURE > Tracking Feedback to Applications and Business Managers Management Reports < REALITY vs FUTURE >
Cost / Benefit Analysis • Annual • Costs • Extra/Misc • Costs • Annual • Savings • Net Total Hardware Communications Systems Software Development Application Cap & Perf Tools Operations Staff Overhead
Session 1 (of 2) • What’s Going On? • What Do We Have To Do? • The Capacity Planning Process • Surveying the Users • Forecast Workload Levels • Model New Configurations • Management Reporting • Who Do People Listen To? • Summary of Issues
THE FIVE STAGES OF CAPACITY PLANNING • Vendor CP • Services provided as part of a vendors' marketing efforts • Special Studies • Individuals periodically assigned to conduct capacity studies
THE FIVE STAGES OF CAPACITY PLANNING • Technician • Specialized staff that address CP technical issues • Organizational • Focus transfers from tools to end-user requirements, financial considerations, reporting, and communications
THE FIVE STAGES OF CAPACITY PLANNING • Mature • Corporate executives perceive CP results essential to decision making process
INSTALLATION ACCOUNTING, PERFORMANCE MANAGEMENT, CAPACITY PLANNING • Economic value must be assigned to resources used • Charge for better service levels • Link future resource requirements to future user budget expenditures • Charge for failure to live within installation standards
Why Re-Engineer Capacity Planning? • we need a broader focus with less precision • the changing nature of computing from time-sharing to client-server • client server addresses our weaknesses • we need a new perspective
Session 1 (of 2) • What’s Going On? • What Do We Have To Do? • The Capacity Planning Process • Surveying the Users • Forecast Workload Levels • Model New Configurations • Management Reporting • Who Do People Listen To? • Summary of Issues
Other System Mgt Issues • Disaster Recovery/Backup • workstations are ignored • still need offsite storage • centralized backup is preferred over local • users must keep machines running off-shift?
Other System Mgt Issues • Security • Who gets the burden of protection: client, server, or central control • Change Management • Need single focal point for coordination & tracking • Problem Management • Coordination of monitors
Issues & Complexities • Expensive Management & Control • Labor intensive • Security & Integrity Weakness • Operating Systems (UNIX & NT/XP) have never faced availability & security requirements
Issues & Complexities • Lack of Tools for server sizing • no client/server analysis tools • no performance db’s provided • Complex Bottleneck Analysis • Lack of tools for troubleshooting • Must include network performance • Lack of instrumentation
Summary & What’s Coming • Instrumentation & Data Reduction • Workload Characterization • Modeling Tools
Session 2 (of 2) • Application Modeling Methodology • System Life Cycle Model • A Common Performance Methodology • Load – Service Curves and How To Get Them • Workload Characterization & Clustering • Forecasting Techniques • Benchmarking • Modeling Concepts & Simulation
Application Modeling Methodology • John Pilch’s session: • Capacity Planning in the Development Cycle • Thursday 2:45pm Carson 1 & 2 • Click HERE to View
Session 2 (of 2) • Application Modeling Methodology • System Life Cycle Model • A Common Performance Methodology • Load – Service Curves and How To Get Them • Workload Characterization & Clustering • Forecasting Techniques • Benchmarking • Modeling Concepts & Simulation
Requirements Operation Acquisition THE SYSTEM LIFE CYCLE MODEL
Requirements Operation Acquisition THE SYSTEM LIFE CYCLE MODEL LOAD SERVICE Compare Alternatives Plan
Requirements Acquisition Operation THE SYSTEM LIFE CYCLE MODEL Quantify Forecast LOAD SERVICE Functional Chargeback Contract Monitoring Fx Spec Bmrk Pkg RFP Eval Criteria LTD Performance Management Award Acceptance Test Compare Alternatives Conversion Continuous Reporting Load Management Exception Reporting Plan
Requirements Acquisition Operation Performance Management Compare Alternatives Measure Trigger Plan Tune Plan THE SYSTEM LIFE CYCLE MODEL LOAD SERVICE
Session 2 (of 2) • Application Modeling Methodology • System Life Cycle Model • A Common Performance Methodology • Load – Service Curves and How To Get Them • Workload Characterization & Clustering • Forecasting Techniques • Benchmarking • Modeling Concepts & Simulation
Approach to Problem Solving CAPACITY SERVICE Service = f ( Load, Capacity) Performance Problems Capacity = g ( Load, Service) Configuration Planning Load = h ( Capacity, Service) Application Design LOAD
Load Configuration Service • Load forecasts • Anticipated service levels • Configuration definitions over time
CapacityMgmt Plan Load Forecast Anticipated Service Levels Configuration Definitions Load Data- arrival rate Hardware Data - availability - utilizations - upgrades Service Data- Response time
Monitor Program Mix UserCharacteristics Peak Periods Generic Log Survey Data Log Files MemoryRequirements PeripheralI/O Job Mix