Cloud Instance Recommender

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Custom Rules

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Sample CSV Template

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View and download the standard CSV format for optimal auto-mapping:

VM Name,App Name,CPU Count,Memory (GB),CPU Utilization,Memory Utilization,Azure Region,ENV,OS,Workload,Compliance,Min Gen,Exclude,Include Only,Current Instance Type
web-server-01,Storefront,4,16,45,60,East US,Production,Linux,Web Server,,,,,Standard_D4s_v3
db-server-02,Billing,8,32,70,80,West US 2,Production,Windows,Database,PCI,,"Burstable,GPU",,Standard_D8s_v3
app-server-03,Billing,2,8,35,45,North Europe,Dev,Linux,General,,,,,Standard_D2s_v3

Optional columns — click to see rule descriptions

Column	Values	Rules triggered
ENV	Production / Staging / Dev / Test	1a B-series burstable excluded (Prod/Staging) · 1b Current-gen only (Prod) · 1c ≥2 vCPUs (Prod) · 1d ≥4 vCPU for DB/Web workloads (Prod)
OS	Linux (default) / Windows	Windows → ARM (Dpdsv5, Bpsv2, etc.) excluded
Workload	General · Database · SQL Server · Web Server · Cache · ML/AI · Batch · HPC · SAP	Preferred families sorted first: Database→E/M series · SQL Server→E/M · Web→D/F series · Cache→E/M · ML/AI→NC/ND/NV · Batch→F · HPC→HB/HC · SAP→Mv2/Msv2/M
Compliance	PCI / HIPAA / SOC2 / FIPS	1b Current-gen only · No burstable
Min Gen	3 / 4 / 5 (v-number)	Excludes VM series older than the specified v-generation (e.g. 5 → only v5 series)
Exclude	Comma-separated type names (e.g. Burstable,GPU)	Excludes those instance types for this row only — quote the cell when it names more than one

All columns are optional — blank cells use safe defaults.

Current Instance Type fires no rule and does not affect sizing by default — only in cloud-to-cloud mode does a row without CPU Count / Memory (GB) get sized from it. It records what the VM runs on today (e.g. Standard_D4s_v3) and is carried through to the preview and every export, beside the recommendation that would replace it.

📊 Download Excel Template

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Upload CSV File

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Click to upload CSV or Excel (.xlsx) file

or drag and drop your file here

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Cloud Provider Selection

Select Cloud Providers:

🔷 Azure

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Recommendation Type

Like-to-Like Recommendation
Recommends instances with equal or higher CPU and memory (cheapest option)

Optimized Recommendation
Recommends instances based on actual utilization data

Both
Generates both like-to-like and optimized recommendations

🧠 Optimization Settings

Size against: Averages hide bursts: a VM averaging 20% with a p95 of 85% is not a downsize candidate. p90, p95, p99 and Peak use the matching CSV columns; a row without them falls back to what it has, and the basis used is reported per row in the Sized On column.

Optimization Mode:

CPU-Based

Memory-Based

💻 CPU Utilization Ranges:

CPU Downsizing (N-1): % to %

CPU Keep Same (N): % to %

CPU Upsizing (N+1): % to 100%

🧠 Memory Utilization Ranges:

Memory Downsizing (N-1): % to %

Memory Keep Same (N): % to %

Memory Upsizing (N+1): % to 100%

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Sizing Source

🔀 Cloud-to-cloud sizing Size a row from its Current Instance Type when it has no CPU Count / Memory (GB). Explicit CPU and memory always take precedence.

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Advanced Instance Filtering (Optional)

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✨ Current Generation Only Include only latest generation instances (recommended for better performance)

🗄️ Physical-Core Licensing (alternate floor) SQL Server's 4-core licence floor counts physical cores instead of vCPUs — off by default, which counts vCPUs (the licensing basis for a VM licensed directly)

🏷️ Restrict to specific instance family names Choose instance categories (General purpose, Compute optimized, and so on)

🔧 Restrict to specific processor types Choose preferred processor architectures

📋 Restrict to specific instance families Choose main instance families (B, D, E, F, etc.)

❌ Exclude specific instance types Exclude certain categories of instances

🧠 Rule Engine Defaults

Set page-level defaults for all rows. Per-row CSV columns override these. Rules merge with the filters above — conflicts are flagged in red.

ENV

OS

Workload

Compliance

Current-Generation Hardware Confidential Computing Azure Trusted Launch

Min Instance Gen

Rule descriptions ▸

Rule	Effect
ENV=Production	Excludes B-series (burstable), enforces current-gen, min 4 vCPU for web/DB
OS=Windows	De-prioritises ARM (Dpds/Dplsv5) families; prefers Intel or AMD
Workload=Web Server	D/F families first; Database → E/M families first; ML/AI → NC/ND families first
Compliance=HIPAA/PCI	Excludes B-series; enforces current-gen
Min Gen=v5+	Excludes v3/v4 series; keeps Dsv5, Esv5 and newer only
Workload=SQL Server	Enforces a 4-vCPU licence floor when it can — SQL Server is licensed per core (minimum four), so a smaller box saves no licence cost. If no eligible candidate is that large, the fallback pick is kept and the rule is reported as not applied.
Workload=ML/AI (GPU)	Requires a GPU/accelerator instance; every other workload excludes accelerators, so a GPU box is not recommended by accident. If the pool has no accelerator to offer, the fallback pick is kept and the rule is reported as not applied.

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Generate Recommendations

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Usage Statistics

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🔧 Tool Uses

Total recommendations generated

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🖥️ VMs Processed

Total VM instances analyzed

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Cloud Instance Recommender - Azure