Prepare for Your Cost Optimization Assessment

This section helps you gather all of the required information for Optima to run an effective cost optimization assessment. You may also be interested in learning more about our paid Cost Optimization Service, which provides ongoing expertise to help you continually optimize spend on an ongoing basis.

Cost Optimization Assessment Discovery Call
Cost Optimization Assessment Prerequisites

Cost Optimization Assessment Discovery Call

In most cases, your account manager will schedule an initial discovery call between you and your Cost Management Specialist before the assessment is performed. This call provides the background information necessary to ensure a comprehensive cost optimization assessment.

Cost Optimization Assessment Prerequisites

To produce a complete cost optimization assessment, RightScale requires that you perform a few simple steps ahead of time. Based on your cloud provider(s), the prerequisite steps listed below provide RightScale with cloud billing data as well as cloud credentials to access cloud usage data, which helps provide a complete picture of your cloud spend and potential savings.

Set up Your RightScale Accounts for Cost Optimization
Provide Access to Your Amazon Web Services (AWS) Billing and Usage Data
Provide Access to Your Azure Billing and Usage Data
Provide Access to Your Google Compute Engine Billing and Usage Data

Once you’ve completed the prerequisites listed above, RightScale will automatically discover your cloud assets and the information needed for the optimization through the cloud API using the credentials you provide in the instructions below.

Note:You do not need to install any agent, and you do not need to provision cloud resources through RightScale in order to perform the cost assessment.

Set up Your RightScale Accounts for Cost Optimization

You will need to connect each cloud account that will be analyzed to an account in RightScale. (You will need to connect all cloud accounts, not just payer accounts.) This process requires you to have enterprise manager access to the RightScale organization:

Login to RightScale and select your master account.
Create one RightScale account for each cloud account.

Provide Access to Your Amazon Web Services (AWS) Billing and Usage Data

AWS Billing Data: Hourly Cost and Usage Report (HCUR)

Optima needs access to your AWS Hourly Cost and Usage Report. Once you set up this specific report in AWS (if it is not already set up), we will need access to the S3 Bucket where the report is placed. For details, see: Connect Amazon Web Services Platform to Optima for Cost Reporting.

Note:AWS GovCloud (US) is treated as any other AWS Region and comes through in the AWS Hourly Cost and Usage Report (HCUR) that Optima uses to ingest AWS bill data.

AWS Usage Data from Your AWS Account Family

You will need to connect your AWS payer account and all of the AWS linked accounts that make up the AWS account family to RightScale. This is important because Reserved Instances (RIs) can be shared across an entire account family and access is required to the complete set of information to perform a comprehensive assessment.

To connect each cloud account to RightScale, see Connect Individual AWS Accounts to RightScale.

Note:You will need to repeat this connection process for each account in the AWS account family (Payer and Linked accounts) that is not connected to RightScale.

If you cannot connect all of the accounts in your AWS account family, we suggest that you connect the following:

Accounts where you have purchased significant numbers of Reserved Instances. For example, some AWS users purchase RIs in their Payer account, while others buy RIs in individual linked accounts.
Accounts with the largest amount of AWS spend.

The more complete the registration, the more comprehensive and accurate the cost assessment will be.

Provide Access to Your Azure Billing and Usage Data

Azure Billing Data: Azure Enterprise Agreement

To connect your Azure Enterprise Agreement with RightScale, see Connect Azure Enterprise Agreement to Optima for Cost Reporting.

Azure Usage Data from All Azure Subscriptions

You will need to connect your cloud credentials for each Azure subscription to RightScale. Repeat these steps for each Azure subscription. Depending on the type of subscription, you will need to connect in different ways. If, for a given subscription, you have resources in both Azure Classic and Azure Resource Manager, you will have to follow the process for each in order to fully connect that subscription.

Azure Classic 
Azure Resource Manager Using Custom Active Directory Application 
Azure Resource Manager Using RightScale Service Principal 

Note:For either Azure Classic or Azure Resource Manager, we recommend starting the process from the Settings > Organization > Accounts menu where you can click New Child Account to connect the accounts all in one place.

Provide Access to Your Google Compute Engine Billing and Usage Data

Google Cloud Platform Billing Data

To connect your Google Cloud Platform billing data with RightScale, see Connect Google Cloud Platform to Optima for Cost Reporting.

Google Cloud Platform (GCP) Usage Data from All GCP Projects

To connect your cloud credentials for each GCP project to RightScale, repeat the Connect Google Cloud Platform to Optima for Cost Reporting steps for each project.