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Resource Planning

CPU, memory and disk resources are allocated according to the Resource Plan within the configuration.

Resource Planning nodes are top-level Application Groups or User Groups that define how the overall system resources are allocated. Each Resource Planning node contains one or more sub-nodes to match specific Application Groups or User Groups. Each sub-node then contains one or more rules match application attributes.

Evaluation Order

Performance Manager evaluates items in the following order to apply the Resource Plan:

Resource Planning nodes in descending order.
Resource Planning sub-nodes in descending order.
Resource Planning sub-node rules in descending order.

The arrows in the navigation pane and work area show the order of precedence.

In the above example, the Development node is evaluated first. If the user matches the User Group, then the sub-nodes under Development are evaluated.

Resource Planning Nodes

Resource Planning nodes are top-level User Groups or Application Groups. Resources are first allocated to the Resource Planning nodes. Finer control can be applied by adding sub-nodes for specific Application Groups or User Groups.

Add Resource Planning Nodes Based on User Groups

Select the Resource Configuration navigation button.
Select Resource Planning from the navigation tree.
On the Resources Setup ribbon, click Add Users/Groups and select Select User/Group.

The Select User/Group dialog displays.
Choose a user or group using one of the following methods:
- Enter the name of a user or group in the Name field.
- Click the percent sign (%) and add an environment variable.
- Click the ellipses (...) and browse to the user or group.

The User Group is added as a Resource Planning node to enable its resources to be managed.

Add Resource Planning Nodes Based on Application Groups

Select Resource Planning from the navigation tree.
On the Resources Setup ribbon, click Add Applications and select an Application Group for which to create a Resource Plan or create a new Application Group.

The Application Group is added as a Resource Planning node to enable its resources to be managed.

Re-order Resource Planning Nodes

Select a Resource Planning node from the navigation tree.
Select either Move Up or Move Down from the Resources Setup ribbon.

The Resource Planning node is moved up or down in the list.

CPU Share Factor

CPU Share Factor allows the CPU resource to be split between Resource Planning nodes.

It allocates User Groups or Application Groups a greater or lesser proportion of CPU time.

The pie chart in the work area provides a visual representation of the CPU allocation between the nodes. In the above example, the pie chart represents the relative CPU share between the Resource Planning nodes entitled Development, HR, Sales and <Other Users>.

To set CPU Share Factor:

Select a Resource Planning node in the navigation tree.
In the work area, select the CPU tab.
In the CPU Share Factor section, adjust the share factor by either using the slider or entering a value into the box.

As the CPU Share Factor is adjusted, the pie chart updates to provide a visual representation of the resource allocation between the Resource Planning nodes.

The CPU Share Factor of the Resource Planning node, relative to the other Resource Planning nodes, is set and the processor time is split accordingly on endpoints.

Resource Planning Sub-nodes

Sub-nodes allow a finer level of control to be applied for specific Application Groups or User Groups. Rules within a Resource Planning sub-node allow resources to be allocated based upon attributes of the application window, such as whether it is maximized or minimized.

Add Resource Planning Sub-nodes Based on Application Groups

Select a Resource Planning node from the navigation tree.
On the Resources Setup ribbon, click Add Applications and select an Application Group for which to create a Resource Plan.

The Application Group is added as a Resource Planning node to enable its resources to be managed.

Add Resource Planning Sub-nodes Based on User Groups

Select a Resource Planning node from the navigation tree.
On the Resources Setup ribbon, click Add Users/Groups and select Select User/Group.

The Select User/Group dialog displays.
Choose a user or group using one of the following methods:
- Enter the name of a user or group in the Name field.
- Click the percent sign (%) and add an environment variable.
- Click the ellipses (...) and browse to the user or group.

The User Group is added as a sub-node of the Resource Planning node to enable its resources to be managed.

Re-order Resource Planning Sub-nodes

Select a Resource Planning sub-node from the navigation tree.
Select either Move Up or Move Down from the Resources Setup ribbon.

The Resource Planning sub-node is moved up or down in the list.

Rules

Rules within a Resource Planning sub-node allow resources to be allocated based upon attributes of the application window, such as whether it is maximized or minimized.

In a typical setup, maximized windows in sessions that are connected, not idle and unlocked are given a greater proportion of the available resources.

Add Rules for Resource Planning Sub-nodes

Select a Resource Planning sub-node from the navigation tree.
From the Resources Setup ribbon, select Add Rule.

A new rule is created within the work area.

Add Conditions to Rules for Resource Planning Sub-nodes

Select a Resource Planning sub-node from the navigation tree.
In the work area, select a rule.
Select the Conditions tab.
Set one or more of the following conditions:

Condition	Description
Window Position	Set whether the assigned application window is Minimized, Not Minimized, in the Foreground or in the Background.
Session Connected	Set whether the assigned application is running in a session that is Connected or Disconnected.
Session Idle	Set whether the assigned application is running in a session that is Idle or Not Idle.
Desktop	Set whether the assigned application is running in a session that is Locked or Unlocked.

The condition is added to the rule. The name of the rule is updated in the work area based upon the selected conditions.

Re-order Rules for Resource Planning Sub-nodes

Select a Resource Planning sub-node from the navigation tree.
From the Resources Setup ribbon, select either Move Up or Move Down.

The rule is moved up or down in the list.

CPU Share Factor for Resource Planning Sub-nodes

CPU Share Factor allows the CPU resource to be split between Resource Planning sub-nodes. It provides Application Groups or User Groups a greater or smaller proportion of CPU time.

The pie chart in the work area provides a visual representation of the CPU allocation

between all sub-nodes in the configuration.

To set CPU Share Factor:

Select an Resource Planning sub-node from the navigation tree.
In the work area, select a rule.
Select the CPU tab.
In the CPU Share Factor section, adjust the share factor by either using the slider or entering a value into the box.

As the CPU Share Factor is adjusted, the pie chart updates to provide a visual representation of the resource allocation between the Resource Planning sub-nodes.

The CPU Share Factor of the Resource Planning sub-node, relative to the other Resource Planning sub-nodes, is set and the processor time is split accordingly on endpoints.

CPU Reservations and Limits for Resource Planning Sub-nodes

CPU Reservations ensure that the Application Group or User Group has a guaranteed level of available CPU resource. CPU Limits restrict the amount of CPU resource available to the Application Group or User Group.

To set CPU Reservations and Limits:

Select a Resource Planning sub-node from the navigation tree.
In the work area, select a rule.
Select the CPU tab.
In the CPU Reservation & Limits section, set one or more of the following settings:

Setting	Description
Reservation	Ensure that a guaranteed level of CPU resource is available to the Application Group or User Group. At times of peak demand on the system, minimum reserved resources are obtained and the remaining resources are reallocated according to CPU Share Factors.
Limit	Prevent the Application Group or User Group exceeding specific CPU levels. Select the type of limit: Soft Limit - The restriction applies during high CPU demand only. Hard Limit - The restriction applies even when spare capacity is available.

As the Reservation and Limit fields are adjusted, the bar chart updates to provide a visual representation of the resource allocation relative to other sub-nodes.

The CPU Reservation or Limit is set. Where the Reservation is specified, the sub-node has a guaranteed level of CPU resource. Where the Limit is specified, the sub-node has a limited amount of CPU resource.

CPU Affinity for Resource Planning Sub-nodes

CPU Affinity restricts the Application Group or User Group to one or more specific CPUs.

To set CPU Affinity:

Select a Resource Planning sub-node from the navigation tree.
In the work area, select a rule.
Select the CPU tab.
In the CPU Affinity section, select Enabled and specify the CPU numbers.

Use commas to specify individual CPUs or dashes to specify ranges of CPUs. For example, 0,2 uses CPUs 0 and 2 and 0-2 uses CPUs 0, 1 and 2.

The CPU Affinity is set. The sub-node has the specified CPUs available only.

Physical Memory Limits for Resource Planning Sub-nodes

Physical Memory Limits allow a minimum or maximum amount of memory to be configured for the Application Group. Options are available to trim the process memory on application startup or when the application enters the rule.

To set Physical Memory Limits:

Select a Resource Planning sub-node from the navigation tree.
In the work area, select a rule.
Select the Memory tab.
In the Physical Memory Limits section, select Enabled.

Specify the following settings:

Setting	Description
Minimum	Ensure that a guaranteed level of physical memory is available to the Application Group. At times of peak demand on the system, minimum reserved resources are obtained and the remaining resources are reallocated according to CPU Share Factors. Select the type of limit: Soft Limit - The reservation applies during high memory demand only. Hard Limit - The reservation applies even when spare capacity is available.
Maximum	Prevent the Application Group exceeding specific physical memory levels. Select the type of limit: Soft Limit - The restriction applies during high memory demand only. Hard Limit - The restriction applies even when spare capacity is available.
Trim process memory on application startup	Trim process memory when the process has been created. The memory is trimmed only once.
Trim process memory when application enters this rule	Trims a process memory whenever the state matches the associated state rule.

As the Minimum and Maximum fields are adjusted, the bar chart updates to provide a visual representation of the resource allocation.

The Physical Memory Limits are set. Where the Minimum is specified, the sub-node has a guaranteed level of physical memory. Where the Maximum is specified, the sub-node has a limited amount of physical memory. The process is trimmed according to the settings.

Application Memory Limits for Resource Planning Sub-nodes

Application Memory Limits allow the amount of virtual memory available to an application to be restricted. Applications can be either closed or terminated for exceeding their limit.

To set Application Memory Limits:

Select a Resource Planning sub-node from the navigation tree.
In the work area, select a rule.
Select the Memory tab.
In the Application Memory Limits section, select Enabled.

Specify the following settings:

Setting	Description
Application Limit	Set the memory level, in megabytes, at which the action is taken. Select the type of limit: Soft Limit - The limit applies during high memory demand only. Hard Limit - The limit applies even when spare capacity is available.
Close application after	Users are prompted to close the application once the application has exceeded the limit for the specified number of minutes.
Terminate application after	The application is terminated once the application has exceeded the limit for the specified number of minutes. Terminating an application can result in data loss within the application.

As the Limit field is adjusted, the bar chart updates to provide a visual representation of the resource allocation.

The Application Memory Limits are set. The application is closed or terminated after exceeding the limit for the specified time.

Windows Fair Share

A reduction in performance management efficiency may occur where Windows Fair Share is enabled on machines with the Performance Manager agent installed. It is therefore recommended that Windows Fair Share is disabled.

To disable Windows Fair Share, set the following registry values:

Key	Value Name	Value
HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\Windows\SessionManager\DFSS	Enable DFSS	0
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\TSFairShare\Disk	EnableFairShare	0
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\TSFairShare\NetFS	EnableFairShare	0

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