Cloud Node Provisioning Through VM Downsizing Before Migration

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Solution Overview

Problem

Data centers face challenges with over-provisioning of virtual machines (VMs), leading to inefficient resource utilization and burdensome, error-prone VM placement and configuration, which can disrupt operations.

Innovation Solution

A capacity resolver system that includes a cloud orchestration server and hypervisors to manage node provisioning by downsizing or migrating VMs based on threshold utilization parameters, prioritizing downsizing over migration to optimize resource allocation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If VMs are over-provisioned to ensure adequate resources, then service reliability is improved, but resource utilization efficiency deteriorates

Engineering Contradiction:
Improveservice reliabilityVSAvoidresource utilization efficiency
Core Design Contradiction:
ReliabilityVSLoss of energy

Solution Approach 1:

The system dynamically adjusts VM resource allocations based on real-time utilization metrics. The capacity resolver continuously monitors CPU, memory, and storage usage, and automatically performs downsizing when utilization falls below thresholds, converting static over-provisioning into dynamic adaptive provisioning that maintains reliability while optimizing efficiency.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system changes provisioning parameters (CPU cores, memory, storage) based on utilization thresholds. When metrics indicate underutilization, the system modifies VM configuration parameters to reduce resource allocation, thereby resolving the contradiction between maintaining adequate resources for reliability and improving utilization efficiency.

Inventive Principle:
Principle #35Parameter changes

2Manufacturing precision

If manual VM placement and configuration processes are used, then configuration accuracy is improved, but processing time and operational complexity increase

Engineering Contradiction:
Improveconfiguration accuracyVSAvoidprocessing time
Core Design Contradiction:
Manufacturing precisionVSLoss of time

Solution Approach 1:

The capacity resolver system performs self-service by automatically analyzing utilization metrics, determining optimal VM placements, and executing configuration changes without manual intervention. The system monitors its own operations, makes decisions based on predefined policies, and performs corrective actions autonomously, eliminating time-consuming manual processes while maintaining configuration accuracy through rule-based decision-making.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system implements feedback loops where utilization metrics are continuously collected, analyzed, and used to trigger automated actions. This closed-loop feedback mechanism ensures configuration accuracy by basing decisions on actual system state data, while dramatically reducing processing time compared to manual assessment and execution processes.

Inventive Principle:
Principle #23Feedback

3Ease of operation

If VM configurations are standardized across data centers, then operational simplicity is improved, but adaptability to specific site requirements deteriorates

Engineering Contradiction:
Improveoperational simplicityVSAvoidadaptability to site requirements
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

The system applies local quality by allowing different VM configuration strategies at different data centers based on their specific utilization patterns and requirements. While maintaining a standardized framework, the capacity resolver enables site-specific optimization by locally adjusting provisioning parameters according to actual metrics, achieving both operational simplicity through standardization and adaptability through localized customization.

Inventive Principle:
Principle #3Local quality

4Reliability

If new nodes are provisioned at existing data centers, then service availability is improved, but operational complexity and error rates increase

Engineering Contradiction:
Improveservice availabilityVSAvoidoperational complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The capacity resolver automates the complex process of node provisioning by self-managing the entire workflow. It analyzes available resources, selects optimal target nodes, performs configuration changes, and validates deployments without manual intervention, thereby maintaining service availability while reducing operational complexity and error rates through automation.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS12373240B2Provisioning of node based on downsizing or migration
Publication Date: 2025.07.29 NETSKOPE INC
  • US12373240B2 patent drawing
  • US12373240B2 patent drawing
  • US12373240B2 patent drawing

AI summary

A capacity resolver system in a cloud-based multi-tenant system includes point of presence (POP) systems and a cloud orchestration server. The POPs include hypervisors and the hypervisors includes nodes. A request for provisioning a node in a POP is received. Parameters are received from the hypervisors of the POP. Triggering of parameters above respective threshold values is determined. Downsizing or migration of one or more nodes based on the triggering of the one or more parameters is determined. The downsizing includes reduction in provisioned CPU core utilization or memory utilization that are determined to be underutilized. The migration includes the nodes migrated from the hypervisor to another hypervisor. The downsizing has higher priority of selection than the migration. Based on the selection of the downsizing or the migration of the one or more nodes, the requested node is provisioned at the hypervisor of the POP.