IT Capacity Management via Hierarchical Modeling and Simulation

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Solution Overview

Problem

Complex computer systems face challenges in accurately managing resource capacity, leading to service failures due to inadequate or excessive resource allocation, and existing approaches are often haphazard and difficult to maintain.

Innovation Solution

A method is introduced that involves modeling the IT environment to simulate different scenarios, analyze resource utilization, and determine cost-effective adjustments to optimize resource capacity, employing a hierarchical approach that includes business, service, and resource capacity management tiers.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If capacity is increased to meet increased demand, then system performance is improved, but cost increases and resources may be wasted if demand is overestimated

Engineering Contradiction:
Improvesystem performanceVSAvoidresource waste
Core Design Contradiction:
ProductivityVSLoss of energy

Solution Approach 1:

The patent applies preliminary action by proactively monitoring capacity utilization trends and predicting future capacity needs before actual capacity shortages occur. The system continuously collects performance data, analyzes trends, and generates early warnings that allow administrators to plan and execute capacity increases in advance, rather than reactively responding to system failures or severe performance degradation.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent implements feedback mechanisms by continuously monitoring capacity utilization metrics, comparing actual usage against predicted trends, and adjusting capacity plans based on this feedback loop. The system provides ongoing performance data and capacity forecasts that enable dynamic adjustment of resource allocation, ensuring capacity matches actual demand while avoiding both shortages and excessive provisioning.

Inventive Principle:
Principle #23Feedback

2Reliability

If capacity is increased to prevent system failure, then reliability is improved, but cost increases due to purchasing excessive capacity

Engineering Contradiction:
Improvesystem availabilityVSAvoidresource quantity
Core Design Contradiction:
ReliabilityVSQuantity of substance

Solution Approach 1:

The system performs preliminary analysis of capacity trends and generates early warnings before capacity thresholds are breached, allowing proactive capacity planning that ensures system reliability without requiring excessive buffer capacity. By predicting when capacity will be insufficient based on historical trends and current utilization rates, the system enables timely, precise capacity additions rather than maintaining large safety margins.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent applies parameter changes by dynamically adjusting capacity thresholds and utilization metrics based on historical data and system characteristics. Rather than using fixed, conservative thresholds that would require excessive capacity, the system adapts its monitoring parameters and alert thresholds to match actual system behavior and demand patterns, optimizing the balance between reliability and resource efficiency.

Inventive Principle:
Principle #35Parameter changes

3Loss of energy

If capacity is decreased to reduce cost, then resource efficiency is improved, but system performance may deteriorate if capacity becomes inadequate

Engineering Contradiction:
Improveresource efficiencyVSAvoidsystem performance
Core Design Contradiction:
Loss of energyVSProductivity

Solution Approach 1:

The system implements continuous feedback monitoring of capacity utilization, performance metrics, and trend analysis to dynamically adjust capacity recommendations. This feedback loop ensures that capacity is reduced only when utilization trends indicate sufficient headroom, while maintaining performance thresholds. The system balances resource efficiency with performance requirements by using real-time data to guide capacity optimization decisions.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The patent applies dynamics by making capacity management adaptive and flexible rather than static. The system continuously adjusts capacity plans based on changing utilization patterns, seasonal variations, and performance requirements. This dynamic approach allows the system to optimize resource efficiency during low-demand periods while automatically preparing for and maintaining adequate capacity during high-demand periods, preventing performance deterioration.

Inventive Principle:
Principle #15Dynamics

4Ease of operation

If ad-hoc capacity management approaches are used to address problems as they arise, then immediate problems are solved, but system complexity increases and maintenance becomes difficult

Engineering Contradiction:
Improveproblem resolutionVSAvoidsystem complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent applies segmentation by dividing capacity management into distinct, organized components: automated monitoring agents that collect data, centralized analysis systems that process trends, and structured reporting mechanisms that deliver insights. This segmented architecture replaces ad-hoc manual approaches with a systematic, modular framework that reduces complexity while improving operational ease. Each component has a specific function, making the overall system more manageable and maintainable.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system implements self-service capabilities through automated data collection, analysis, and reporting that reduces manual intervention. Monitoring agents automatically gather performance data, the analysis system autonomously identifies trends and potential issues, and the system generates capacity recommendations without requiring constant administrator involvement. This automation reduces operational complexity while maintaining ease of problem resolution through systematic, repeatable processes.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS7552208B2Methods for managing capacity
Publication Date: 2009.06.23 MICROSOFT TECHNOLOGY LICENSING LLC
  • US7552208B2 patent drawing
  • US7552208B2 patent drawing
  • US7552208B2 patent drawing

AI summary

In one aspect, a method of instructing at least one operator in a best practices implementation of a process for managing resource capacity in an information technology (IT) environment is provided. The method comprising providing instructions to the at least one operator to perform acts of: (A) creating at least one model of at least some aspects of the IT environment; (B) analyzing the at least one model to determine cost information relating to the modeled IT environment; (C) applying at least one simulated use condition to the at least one model; (D) analyzing performance of the at least one model under the at least one simulated use condition to determine information relating to at least a utilization of resources in the modeled IT environment and to determine resources in the modeled IT environment that create performance bottlenecks in the modeled IT environment; and (E) modifying at least one aspect of the at least one model impacting resource capacity based on the information determined in (B) and/or (D).