Operations

Dashboard

The Dashboard is a single pane of glass showing quick, easy to read performance and configuration information about the Morpheus Environment.

Status
There are four gauges across the top of the dashboard page showing quick system stats for Instances, Monitoring Status, Log Errors, and Backups. Each gauge also serves as a quick link for each section.
My Instances
The My Instances section shows quick information about 5 favorite instances like Type, IP and Port. Click View All to be taken directly to the instances page.
Monitoring
The Monitoring section displays an overall health, availability statistics, as well as response time and any open incidents requiring action.
Recent Activity
Recent Activity is displayed on the right side of the dashboard page. Items like instance provisioning and deletion, backups, and alerts are displayed here.
Logs
All Morpheus logs are application aware. Log information from hypervisors, servers, and applications are pushed up into the Morpheus controller node and made searchable and actionable. Choose a timeframe from the Logs pane to view statistics or click List to view all log information.
Backups
The backup pane at the bottom of the page shows statistics about Morpheus backups. Information about success and failure rates and the number of backups run versus scheduled is available here. Click on the List button to be taken directly to the backups page where you can view and configure backups.

Reports

Overview

Customizable Cloud, App and Instance usage reports can be generate in the Operations -> Reports section.

Reports History

The landing page of the reports section gives a selection of report types to generate and a history view of generated reports.

Generating Reports

To generate a new Report

  1. Select a Report type
  2. Set Start and End dates for the report
  3. Select Cloud(s)
  4. Select other options depending on report type
  5. Select run and the report will be generated

Viewing Reports

To view a report, select the Name of the report after the status changes to ready. Generated Reports are available from the Reports History page or in their respective Section.

Note

All reports are saved and accessible until deleted.

Analytics

Overview

The Morpheus Analytics engine analyzes resource utilization and costs across clouds. This functionality helps users make decisions on where instances and workloads should be provisioned.

Analytics Reports

  • Instance Types

** By Cloud * Count * Total Memory * Total Storage * Total CPUs/Cores ** By Group * Count * Total Memory * Total Storage * Total CPUs/Cores * Instances ** By Cloud * Count * Total Memory * Total Storage * Total CPUs/Cores ** By Group * Count * Total Memory * Total Storage * Total CPUs/Cores * Utilization ** CPU vs Price * Hosts * Virtual Machines * Bare Metal ** Overall vs Price * Hosts * Virtual Machines * Bare Metal ** RAM vs Price * Hosts * Virtual Machines *** Bare Metal

Guidance

Overview

The Operations -> Guidance section show recommendations for Resource and Costs Utilization optimization. By analyzing the CPU, RAM, and Storage activity of Instances and Hosts, Morpheus can recommend actions for Sizing and Power State.

Configuration

Guidance is configured per Cloud and is set to off by default.

To turn on Guidance for a Cloud:

  1. Navigate to Infrastructure -> Clouds.
  2. Select the Edit icon of the Cloud to configure Guidance for.
  3. Expand the Advanced Options section in the Edit Cloud modal.
  4. In the Guidance dropdown, select Manual.
  5. Select Save Changes.

Guidance recommendations will begin to appear in the guidance section when generated.

Recommendations

To view and act on Guidance recommendations, navigate to Operations -> Guidance.

The Guidance list contains the following details:

Severity Icon
Indicates the severity of the recommended action.
Type
Recommended action Type
Metric
Guidance Metric used for recommended action.
Action
Recommended Action for the Instance or Host, such as “Reduce Host memory” or “Shutdown Instance”
RESOURCE
The Instance or Host targeted
SAVINGS
Shows projected Monthly Costs savings if recommended action is taken.
DATE
Date and Time stamp the recommended action was generated.
Information Link
Click to view details on the recommendation.

Note

Guidance Actions are not automatically triggered at this time.

Filters

Search
Search for Guidance recommendations
Type
Filter by Sizing or Shutdown Guidance Types.
Severity
Filter by Guidance Severity of All, Info, Warning, or Critical.
Metric
Filter by All, Memory, CPU, or Power Guidance Metrics.

Scheduling

Overview

Set weekly schedules for shutdown and startup times for Instances and VM’s, apply Power Schedules to Instances pre or post-provisioning, apply Power Schedule policies on Group or Clouds, or use Guidance to automatically recommend and apply optimized Power Schedules.

Create Power Schedule

  1. Navigate to Operations -> Scheduling

  2. Select + ADD

  3. Configure the following options:

    NAME

    Name of the Power Schedule

    DESCRIPTION

    Description for the Power Schedule

    TIME ZONE

    Time Zone the Power Schedule times correlate to.

    TYPE
    Power On

    Power Up and then Down at scheduled times

    Power off

    Power Down then Up at scheduled times

    Enabled

    Check for Power Schedule to be Active. Uncheck to disable Power Schedule.

    DAYS

    Slide the start and end time controls for each day to configure each days Schedule. Green sections indicate Power on, red sections indicate Power Off. Time indicated applies to selected Time Zone.

    ../_images/powerSchedule.png
  4. Select SAVE CHANGES

Tip

To view the Instances a power schedule is currently set on, select the name of a Power Schedule to go to the Power Schedule Detail Page.

Add Power Schedule to Instance

  1. Navigate to Provisioning -> Instances
  2. Select an Instance
  3. Select EDIT
  4. In the POWER SCHEDULE dropdown, select a Power Schedule.
  5. Select SAVE CHANGES

Add Power Schedule to Virtual Machine

  1. Navigate to Infrastructure -> Hosts -> Virtual Machines
  2. Select a Virtual Machine
  3. Select EDIT
  4. Expand the Advanced Options section
  5. In the POWER SCHEDULE dropdown, select a Power Schedule.
  6. Select SAVE CHANGES

Add Power Schedule to a Cloud

Note

Power Schedule Policies apply to Instances created in the Cloud after the Policy is enabled.

  1. Navigate to Infrastructure -> Clouds

  2. Select a Cloud by clicking on the name of the Cloud to go to the Cloud Detail page.

  3. Select the POLICIES tab in the Cloud Detail page.

  4. Select + ADD

  5. Select TYPE Power Schedule

  6. Configure the Power Schedule Policy:

    DESCRIPTION

    Add details about your Policy for reference in the Policies tab.

    Enabled

    Policies can be edited and disabled or enabled at any time. Disabling a Power Schedule Policy will prevent the Power Schedule from running on the Clouds Instances until re-enabled.

    ENFORCEMENT TYPE
    • User Configurable: Power Schedule choice is editable by User during provisioning.
    • Fixed Schedule: User cannot change Power Schedule setting during provisioning.
    POWER SCHEDULE

    Select Power Schedule to use in the Policy. Power schedule can be added in Operations -> Scheduling

    Permissions- TENANTS

    Leave blank to apply to all Tenants, or search for and select Tenants to enforce the Policy on specific Tenants.

  7. Select SAVE CHANGES

Add Power Schedule to a Group

Note

Power Schedule Policies apply to Instances created or moved into the Group after the Policy is enabled.

  1. Navigate to Infrastructure -> Groups

  2. Select a Group by clicking on the name of the Group to go to the Group Detail page.

  3. Select the POLICIES tab in the Group Detail page.

  4. Select + ADD

  5. Select TYPE Power Schedule

  6. Configure the Power Schedule Policy:

    DESCRIPTION

    Add details about your Policy for reference in the Policies tab.

    Enabled

    Policies can be edited and disabled or enabled at any time. Disabling a Power Schedule Policy will prevent the Power Schedule from running on the Groups Instances until re-enabled.

    ENFORCEMENT TYPE
    • User Configurable: Power Schedule choice is editable by User during provisioning.
    • Fixed Schedule: User cannot change Power Schedule setting during provisioning.
    POWER SCHEDULE

    Select Power Schedule to use in the Policy. Power schedule can be added in Operations -> Scheduling

    Permissions- TENANTS

    Leave blank to apply to all Tenants, or search for and select Tenants to enforce the Policy on specific Tenants.

Approvals

Morpheus and Service Now Approvals

Overview

Policies can be created for Groups and Clouds to require approvals for actions with the built-in Morpheus approvals engine, or via a ServiceNow integration. Approvals can be configured for Provisioning and Lifecycle extensions.

Configuring Approvals

Configuring Morpheus for Approvals

To configure Morpheus for approvals:

  1. Configure Roles for Approval access
  2. Optionally configure a ServiceNow Integration for ServiceNow approvals.
    • Please note ServiceNow integration is not required for Internal Approvals.
  3. Create approvals policies for: * Internal Approvals * SNOW Approvals

Configure Roles

Configure User Role access settings in Administration -> Roles -> (Role) -> Operations: Approvals.

  • All Users with a Role applied containing Operations: Approvals set to Full will have approval authority, and be able to Approve, Deny or Cancel approval requests.
  • All Users with a Role applied that has Operations: Approvals set to Read will be able to view Approval requests and history, but will not be able to Approve, Deny or Cancel approval requests.
  • All Users with a Role applied that has Operations: Approvals set to None will not have access to the Operations: Approvals section, and such will not be able to see or act on approval requests.
  • Regardless of Role settings, any instance or app provisioned by any user to a group or cloud with an active Approval policy applied will require approval before the instance or app will provision.

ServiceNow Approvals

Configure ServiceNow integration for SNOW Approvals

  1. Navigate to Admin -> Integrations
  2. Select + NEW INTEGRATION
  3. Select ServiceNow from the Type dropdown in the Integration modal and enter:
    • Name
      Name of the integration in Morpheus
    • Enabled
      Leave checked to enable the integration.
    • Host
      URL of the ServiceNow host (ex: https://ven0000.service-now.com)
    • User
      A User in ServiceNow that is able to access the REST interface and create/update/delete incidents, requests, requested items, item options, catalog items, workflows, etc.
    • Password
      Password for User above
  4. Save Changes

Morpheus then configures the integration with ServiceNow, syncs ServiceNow workflows which are available when creating approvals policies. (This process can take up to 5 minutes depending on the size of the workflow table in ServiceNow.)

Create Approval Policies

  • Policies applied to a Group are created in Infrastructure -> Groups -> (group) -> Policies tab.
  • Policies applied to a Cloud are created in Infrastructure -> Clouds -> (cloud) -> Policies tab.

To create an Approval policy:

  1. Navigate to the Policies tab in the Group or Cloud to which the policy will apply.
  2. Select + ADD POLICY to open the New Policy wizard
  3. Select Provision Approval from the Type dropdown
  4. Add an optional description
  5. Leave Enabled selected for this Policy to be active once saved. *Enabled can be deselected to disable to policy.
  6. In the config section, select either Internal Approvals or ServiceNow Approvals:
    • Internal Approvals
      Approval requests will be managed within Morpheus via the Operations: Approvals section.
    • ServiceNow Approvals
      Approval requests will be managed with ServiceNow (SNOW). Please note a ServiceNow integration (Admin: Integrations) must be configured prior to SNOW Approval policy generation.
      • For ServiceNow Approvals, select the appropriate ServiceNow workflow for this policy. Please note the workflows presented are created in ServiceNow and synced with Morpheus .
  7. Add the Morpheus Accounts to which this policy will apply, or leave the Accounts field blank to apply to all accounts.
  8. Save

Upon saving, a new policy is created in the Group or Cloud Policies tab.

Note

SNOW Approvals will take a few moments to save as the policy is generated.

Managing Approval Requests

Once Instance Approval policies are added to a group or cloud, any Instance or App provisioned into that group or cloud will create an approval request entry in the Operations -> Approvals section.

Note

User Role permission Operations: Approvals -> FULL required to manage Approvals.

  • To Approve, Deny, or Cancel an internal Approval request, select the request and use the Actions dropdown.
  • To Cancel a ServiceNow Approval request, select the request and use the Actions dropdown. ServiceNow approvals are managed in ServiceNow.

Note

Instances requiring provisioning approval will have a PENDING status until approved.

Each Approval Request will have:

  • Request: What is being requested

  • Type: The type of the approval request

  • Request For: Name and link to Instance

  • Status

  • Date Created

  • Requested By

  • Actions dropdown * For Internal Approval Requests

    • Approve
    • Deny
    • Cancel
    • For ServiceNow Approval Requests * Cancel

Internal approval requests

To Approve, Deny or Cancel an Internal approval request:

  1. Navigate to Operations -> Approvals
  2. Select the Name of the Approval request
  3. Select Actions on the far right of the request
  4. Select Approve, Deny, or Cancel from the Actions dropdown
  5. Select OK on the confirmation modal
  • When an Internal request is approved, the related instance will begin to provision immediately and the request will show approved.
  • When an Internal request is denied, the related instances status will change to Denied and the request will show Rejected in the Approvals section.
  • When an Internal request is canceled, the related related instances status will change to Cancelled and the request will be canceled.

ServiceNow Approval requests

ServiceNow approval request are managed in ServiceNow. The process of approving or rejecting requests is determined by the ServiceNow Workflow selected when configuring the SNOW Approval policy. These Workflows are configured in ServiceNow.

Important

Morpheus syncs with ServiceNow every 5 minutes. Once an Approval Request is Approved or Rejected in Service Now, it will take up to 5 minutes for the instance to respond accordingly, and the status for the approval request in the Approvals section in Morpheus to update.

Usage

Overview

The Operations -> Usage section shows Billing information for Instances and Hosts that have pricing configured on their Service Plan.

Important

Pricing must be enabled ins Administration -> Provisioning and Service Plans configured with Prices sets in Administration -> Plans & Pricing for Pricing to show in the Usage section.

View Usage

All Instances are listed by default, with the most recent usage information showing first.

Usage details can be filtered by Cloud and Date:

Cloud
Default view is for all Clouds. Select a Cloud to show Instance and Host Usage for only one Cloud.
Date
Default view shows most current Usage. Select the Date filter to scope to a different date range.

API & CLI

Usage information can also be extracted via the Morpheus API and CLI, including the ability to extract usage per Tenant.

Note

Appropriate Role permissions for Operations: Usage are required to view the Usage section.


Activity

The Activity section displays a recent activity report for Auditing. Morpheus defines an activity as any major action performed on an instance or server, such as, but not limited to adding a server, deleting a server, provisioning an instance, deleting an instance, creating a backup, etc… This view can be searched and filtered by type, user, and date range.

Activity Reports

There are 5 types of activities that are displayed in the Activity Reports:

  • Provisioning
  • Monitoring
  • Alert
  • Backups
  • Logs

To View a Recent Activity report:

  1. Select the Reports link in the navigation bar.
  2. Click the tab Recent Activity.

Recent activity is displayed in order from recent to oldest. This view can be searched and filtered by type, user, and date range.

Review

To review the item the activity occurred on, click the name of the activity and it will go to a new page and display that item.

Note

Deleted activities are displayed as an alert and do not contain a link to the event item. If the activity is not a deletion event we provide a link on the activity name to go to the item the activity occurred on.

To Filter:

  1. Click the filter drop down of type of filter you want to apply.
  2. Select the appropriate filter.