Rightsizing recommendation preferences - AWS Compute Optimizer
Step 1: Preference level (Organizations only)Step 2: Regional scopeStep 3: Preferred EC2 instancesStep 4: Lookback period and metrics

Rightsizing recommendation preferences

The rightsizing recommendation preferences feature allows you to customize the settings you want Compute Optimizer to consider when generating your Amazon EC2, Auto Scaling group, and RDS DB instance recommendations. This feature allows you to do the following:

  • Adjust both the headroom and threshold of your CPU utilization

  • Adjust the headroom of your memory utilization

  • Configure a specific lookback period option

  • Set instance family preferences at the organization, account, or regional level.

This provides you with greater transparency on how your recommendations are generated, and the ability for you to configure resource rightsizing recommendations for higher savings and performance sensitivity.

If you’re the account manager or the delegated administrator of an AWS Organization, you can choose the account or organization you want the rightsizing recommendation preferences to be applied to. If you’re an individual AWS account holder (not within an organization), the rightsizing recommendation preferences you set only apply to your recommendations.

Note

  • The rightsizing preferences for CPU and memory utilization are only available for Amazon EC2 instances.

  • For RDS DB instances, you can only specify lookback period preferences.

The following sections outline the details of each feature and how to set your rightsizing recommendation preferences in AWS Compute Optimizer.

Step 1: Preference level (Organizations only)

If you're the account manager or the delegated administrator of your organization, you can choose all the accounts in an organization or specific accounts to which you want to apply rightsizing recommendation preferences.

Note

If you’re an individual AWS account holder, skip to Step2: Regional scope.

To set the preference level for your rightsizing recommendation preferences

  1. Open the Compute Optimizer console at https://console.aws.amazon.com/compute-optimizer/.

  2. Choose Rightsizing in the navigation pane.

  3. Choose the resource type you want from the Resource type dropdown menu.

  4. In your chosen resource section, choose the All opted-in accounts dropdown menu.

    • To opt in all member accounts, choose All opted-in accounts from the Preference level dropdown.

    • To opt in an individual member account, choose Choose account from the Preference level dropdown. In the prompt that appears, select the account you want to opt in for rightsizing preferences. Then, choose Set account level.

    Choose the account for rightsizing recommendation preferences

Step 2: Regional scope

In this step you can specify the AWS Regions where you want Compute Optimizer to apply your rightsizing recommendation preferences. For example, if you select the US East (N. Virginia) Region and US East (Ohio) Region, we only apply the preferences to those Regions.

To set the regional scope of your rightsizing recommendation preferences

  1. Open the Compute Optimizer console at https://console.aws.amazon.com/compute-optimizer/.

  2. Choose Rightsizing in the navigation pane.

  3. Choose the resource type you want from the Resource type dropdown menu.

  4. On the Rightsizing preferences page, choose Edit.

  5. Choose either Any Region or Custom Regions based on your requirements.

  6. If you choose Custom Regions, select the AWS Regions where you want Compute Optimizer to apply your preferences. Then, choose Next.

    Choose the Regions for rightsizing recommendation preferences

Step 3: Preferred EC2 instances

Rightsizing recommendation preferences allows you to specify the EC2 instances you want in your recommendation output. You can define a custom instance consideration set which controls the instance types and families recommended by Compute Optimizer for migration. This preference ensures that Compute Optimizer only recommends instances that are aligned with your specific requirements. This doesn’t prevent Compute Optimizer from generating recommendations for any of your workloads.

You can customize your instance type selection based on your organizational guidelines or requirements. For example, if you have purchased Savings Plans and Reserved Instances, you can specify instances only covered by those pricing models. Or, if you only want to use instances equipped with certain processors or non-burstable instances due to your application design, you can specify those instances for your recommendation output.

This feature also gives you the option to automatically consider future variations of your chosen instance families. This ensures that your preferences are using the latest version of your preferred instance families which can provide the best price-to-performance ratio.

Note

We recommend that you avoid limiting instance candidates too much. This can reduce your potential savings and rightsizing opportunities.

Specify preferred instances

Use the following procedure to specify your preferred instance types and sizes for member accounts of an organization or an individual AWS account holder.

To set the instances you want in your recommendation output

  1. Follow the steps outlined in Step2: Regional scope.

  2. On the Preferred EC2 instances page, choose either Any instance type (default) or Limit to specific instance types and sizes based on your requirements.

  3. If you choose Limit to specific instance types and sizes, select the instance types you want in your recommendation output.

    • Use the Search by instance families dropdown menu. When you select any of the instance families, the list only displays the available instance types within those families that you selected.

    • Use the Find instance types search bar to enter the specific instance types you want.

    Choose the preferred instances for rightsizing recommendation preferences

  4. (Optional) To specify the sizes of each instance type, do the following:

    1. Choose the edit icon on the instance type you want.

    2. Select X on the instance sizes that you don’t want.

    3. Select ✔ to confirm your selections.

  5. (Optional) If you don't want Compute Optimizer to automatically consider future variations of your chosen instance families, turn off Automatically consider future variations of the instance families selected.

    Automatically consider future variations of the instance families toggle

  6. Choose Next.

Step 4: Lookback period and metrics

Rightsizing recommendation preferences allows you to specify the lookback period, and the CPU and memory utilization preferences you want Compute Optimizer to use when generating your custom recommendations.

Lookback period

Choose a metric analysis lookback period for your rightsizing recommendation preferences. Compute Optimizer analyzes your utilization preference settings for the number of days that you specify. We recommend that you set a lookback period that captures critical signals from your workload utilization history which can allow Compute Optimizer to identify rightsizing opportunities with higher savings and lower performance risk.

In Compute Optimizer, you can choose from the following lookback period options: 14 days (default), 32 days, or 93 days. The 14-day and 32-day lookback periods require no additional payments. If you have monthly cycles, the 32-day lookback period can capture monthly workload patterns. The 93-day lookback period requires additional payment. To use the 93-day option, you need to enable the enhanced infrastructure metrics preference. For more information, see Enhanced infrastructure metrics.

Note

For RDS DB instances, you can only specify lookback period preferences.

CPU and memory utilization

The rightsizing recommendation preferences feature allows you to customize your utilization settings: CPU threshold, CPU headroom, and memory headroom so your instance recommendations meet your specific workload requirements. Depending on the utilization settings you choose, your recommendations can be tailored to increased savings opportunities, more performance headroom, or have a higher tolerance for performance risks.

CPU utilization threshold

Threshold is the percentile value that Compute Optimizer uses to process utilization data before generating recommendations. If you set a CPU threshold preference, Compute Optimizer removes the peak usage data points above this threshold. A lower percentile value removes more peak usage from the data.

Compute Optimizer offers three options for CPU utilization threshold: P90, P95, and P99.5. By default, Compute Optimizer uses a P99.5 threshold for its rightsizing recommendations. This means that Compute Optimizer only ignores the top 0.5% of the highest utilization data points from your utilization history. The P99.5 threshold might be more suited for highly sensitive production workloads where peak utilization significantly affects application performance. If you set the utilization threshold to P90, Compute Optimizer ignores the top 10% of your highest data points from your utilization history. P90 might be a suitable threshold for workloads less sensitive to peak utilization, such as non-production environments.

CPU utilization headroom

Utilization headroom is added CPU capacity within Compute Optimizer’s recommendation to account for any future increases in CPU usage requirements. It represents the gap between the instance's current usage and its maximum capabilities.

Compute Optimizer provides three options for CPU utilization headroom: 30%, 20%, and 0%. By default, Compute Optimizer uses a 20% headroom for its rightsizing recommendations. If you need additional capacity to account for any unexpected future increases in CPU utilization, you can set the headroom to 30%. Or, suppose that your utilization is expected to remain constant with a low chance of future increases, then you can reduce the headroom. This generates recommendations with less added CPU capacity and increased cost savings.

Memory utilization headroom

Memory utilization headroom is added memory capacity within Compute Optimizer’s recommendation to account for any future increases in memory usage. It represents the gap between the instance's current usage and its maximum capabilities. Compute Optimizer provides three options for memory utilization headroom: 30%, 20%, and 10%. By default, Compute Optimizer uses a 20% headroom for its rightsizing recommendations. If you need additional capacity to account for any unexpected future increases in memory utilization, you can set the headroom to 30%. Or, suppose that your usage is expected to remain constant with a low chance of future increases, then you can reduce the headroom. This generates recommendations with less added memory capacity and increased cost savings.

Note

To receive EC2 instance recommendations that consider the memory utilization metric, you need to enable memory utilization with the CloudWatch agent. You can also configure Compute Optimizer to ingest EC2 memory utilization metrics from your preferred observability product. For more information, see Enabling memory utilization with the CloudWatch agent and Configure external metrics ingestion.

Utilization presets

Compute Optimizer provides four preset options for CPU and memory utilization:

  • Maximum savings - CPU threshold is set to P90, CPU headroom is set to 0%, and memory headroom is set to 10%. This provides recommendations with no added CPU capacity and reserves the lowest added memory capacity for future usage growth. It also removes the top 10% of the highest data points from your CPU utilization history. As a result, this preset might generate recommendations with a higher latency or greater degradation risk.

  • Balanced - CPU threshold is set to P95, CPU headroom is set to 30%, and memory headroom is set to 30%. The recommendations target CPU utilization to remain below 70% for more than 95% of the time, and target memory utilization to remain below 70%. This is suitable for most workloads and can identify more savings opportunities than the default settings. If your workloads aren't particularly sensitive to CPU or memory utilization spikes, this is a good alternative to the default settings.

  • Default - Compute Optimizer uses a P99.5 CPU threshold, a 20% CPU headroom, and a 20% memory headroom to generate recommendations for all EC2 instances. These settings aim to ensure that CPU utilization remains below 80% for more than 99.5% of the time, and target memory utilization to remain below 80%. This provides a very low risk of performance issues but potentially limits savings opportunities.

  • Maximum performance - CPU threshold is set to P99.5, CPU headroom is set to 30%, and memory headroom is set to 30%. This provides recommendations with high performance sensitivity and added capacity for future increases in CPU and memory usage.

Note

Compute Optimizer might update these threshold and headroom values to reflect the latest technological updates and maintain recommendation quality. Compute Optimizer might adjust your chosen parameters based on your workload characteristics to ensure suitable instance recommendations for you.

You can use the simulated graphs in the console to get a representation of how your CPU and memory usage interacts with the threshold and headroom settings across the lookback period. The graph displays how the threshold and headroom values you set are applied to utilization data of the example workload before Compute Optimizer uses the data to generate recommendations. As you adjust the headroom and threshold, the graph updates to show how Compute Optimizer generates recommendations based on your custom preferences.

CPU usage graph
Important

The data shown in the simulated graph is representative and for illustrative purposes only. The graph isn’t based on your utilization data.

Specify lookback period and metrics

Use the following procedure to specify the lookback period, and the CPU and memory utilization preferences you want Compute Optimizer to use when generating your custom recommendations.

To set the lookback period, and CPU and memory preferences

  1. Follow the steps outlined in Step 4: Preferred EC2 instances.

  2. On the Lookback period and metrics page, choose a lookback period option based on your requirements.

    • If you want to use the 93-day lookback period (paid feature), you need to enable the enhanced infrastructure metrics preference. To do this, choose Enable enhanced infrastructure metrics. Then, in the prompt that appears, choose Enable enhanced infrastructure metrics.

    • If the enhanced infrastructure metrics preference is already enabled and you want to choose a 14-day or 32-day lookback period, you need to disable the enhanced infrastructure metrics preference. To do this, choose Disable enhanced infrastructure metrics. Then, in the prompt that appears, choose Disable enhanced infrastructure metrics.

  3. Choose a utilization preset: Max savings, Balanced, Default, or Max performance.

    Alternatively, you can customize your own specific CPU and memory utilization preferences.

    Choose from preset options

  4. Choose Next.

  5. On the Review and save page, review all the preferences you have set. Then, choose Save preferences.

Within 24 hours your new recommendations start to appear with the rightsizing preferences that you set.