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Use the Overview dashboard in Workload Factory for EDA

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Use the Overview dashboard to check the health and capacity of your FSx for ONTAP file systems. You can filter the data, see capacity recommendations, adjust SSD and throughput settings, and review performance trends to help decide where to place volumes and when to scale capacity.

Before you begin

You must have activated the Overview dashboard before you can use it to monitor your file systems.

Filter the dashboard

Use the filters at the top of the dashboard to view specific file systems. The filters apply to the latency, utilization, ONTAP events sections, and the clusters table.

Steps

  1. Log in using one of the console experiences.

  2. Select the menu The hamburger menu icon and then select EDA.

  3. Select the Overview tab.

  4. Use the available filters to narrow your view:

    • AWS accounts: Filter by one or more AWS accounts associated with your configured credentials

    • Credentials: Filter by specific AWS credentials if you have multiple configured

    • Regions: Filter by one or more AWS regions

  5. When you update the filter selections, all information is refreshed to show only the matching file systems.

View cluster health status

At the top of the dashboard, you see a summary of health and activity for the file systems you selected. This appears only when at least one FSx for ONTAP link is connected to your file systems.

About this task

The cluster health status includes the following key areas:

  • Latency: Number of latency events detected

  • File system elasticity:

    • SSD capacity: Shows how many file systems use Automate, Recommend, or None to manage SSD capacity.

    • Throughput: Shows how many file systems use Automate, Recommend, or None to manage throughput.

  • ONTAP events: Number of EMS events by category (Capacity, Availability & protection, Security & other)

Steps

  1. Review the cluster health status at the top of the dashboard.

  2. To view latency events:

    • Select Review to navigate to the Latency tab

    • If latency monitoring is not configured, select Configure to set up latency thresholds

      For details on latency monitoring, see Configure latency monitoring.

  3. To view ONTAP events for your FSx for ONTAP file systems, select Review.

    The ONTAP events view card displays the number of EMS events by category (Capacity, Availability & protection, and Security & other). For a full list of EMS events monitored, see ONTAP CLI documentation.

View and apply capacity or throughput recommendations

Workload Factory automatically runs recommendations for each FSx for ONTAP file system. You can find file systems with recommendations by filtering the Clusters table.

Steps

  1. In the Clusters table, filter by the relevant time or details columns.

    File systems with capacity or throughput recommendations appear at the top of the table.

  2. Select a file system name in the table to open cluster details.

  3. Review the recommendation and graph.

    The recommendation explains the suggested change and the reasoning behind it. For example: We recommend increasing the SSD size based on your file system SSD usage pattern.

    The graph presents current usage alongside historical trends.

  4. On the top right of the graph, select the time range to change the period displayed.

    The graph also displays recommendation decision points and automation decision points (if automation mode is enabled). Hover over any decision point to see details about the capacity recommendation or automation action at that moment.

  5. To apply the recommendation, follow the guidance provided in the recommendation message.

Change SSD management mode

For each file system, choose how SSD capacity is managed: receive manual recommendations or allow automatic scaling.

Steps

  1. In the Clusters table find and select the file system name and select Change SSD capacity management.

  2. Choose your preferred mode:

    • Recommend

    • Automate

  3. Configure the SSD capacity management parameters:

    • Threshold (%): SSD usage percentage that triggers a recommendation

    • Lookback (%): Historical usage data period for analysis

    • Lookahead (%): Projected usage for future capacity planning

  4. Select Apply.

Result

The file system switches to the new mode right away. If you choose Recommend or Automate, the system uses the set settings to analyze storage capacity and make decisions.

Change throughput management mode

For each file system, choose how throughput increase is managed.

Steps

  1. In the Overview tab, select one or more file systems in the Clusters table.

  2. Select Change throughput management.

  3. Select Enable throughput management.

  4. Choose your preferred mode:

    • Notify only (Recommend mode)

    • Automate

  5. In Utilization threshold (%) set the utilization level that triggers recommendations or automation actions.

  6. In Advanced configuration, configure the throughput management parameters:

    • Evaluation window (hours): Time period for analyzing throughput patterns

    • Breached metrics (%): Percentage threshold for determining breach

    • Consecutive breach window (hours): Duration of consecutive breaches before action

    • Consecutive breach metrics (%): Percentage threshold for determining consecutive breaches

    • Minimum latency (ms): Latency threshold used to determine throughput increase

    • Maximum throughput (SKUs): Maximum throughput SKU allowed

  7. Select Apply.

Result

The selected file systems switch to the new throughput mode immediately.

Use the SSD usage graph to see how storage use changes over time and spot patterns.

About this task

Decision points on the graph indicate when:

  • Recommendation decision points: The capacity recommendation algorithm identified that additional SSD capacity is needed.

  • Automation decision points: The automation system tried to increase SSD capacity. These points show whether the action succeeded or failed.

    If SSD capacity management is turned off, the graph shows only past usage and does not display recommendations or automation decisions.

Steps

  1. From the Overview tab, select a file system name in the table. In the cluster details view, select the Throughput or SSD Capacity option to switch the graph display.

If you select Throughput, the graph shows client throughput and utilization so you can compare demand with the configured throughput level and thresholds.

If you select SSD Capacity, the graph shows SSD usage, including historical capacity trends and capacity decision points.

Select different time ranges to view throughput or capacity trends over different periods. . Hover over decision points on the graph to view details about recommendations or automation actions at specific moments. . Use the insights from the graph to: * Understand how frequently capacity adjustments are needed * Evaluate whether automation or recommendation mode better fits your workload patterns * Identify recurring capacity constraints * Plan for future capacity needs based on growth trends * Troubleshoot failed automation attempts

Use the clusters table

The clusters table gives a detailed view of each FSx for ONTAP file system with performance and usage metrics.

Steps

  1. From the Overview tab, review the clusters table.

  2. Use the search box to find specific file systems by name.

  3. Select column headers to sort the data.

  4. Use SSD usage to identify file systems approaching capacity limits.

  5. Use Throughput usage (P99) to compare throughput demand to the provisioned throughput SKU.

    Hover over throughput column headers for calculation details.

  6. To customize columns, select the column settings icon and choose which columns to display.

  7. To export data, select the export icon to download a CSV file.

Best practices

Consider these recommendations when using the Overview dashboard:

  • Regular monitoring: Check the dashboard often to spot trends before they become problems.

  • Set clear thresholds: Choose SSD usage thresholds and throughput parameters that fit your workload and capacity plans.

  • Use filters: Apply region and account filters to focus on the parts of your infrastructure you want to review.

  • Review recommendations quickly: Filter the Clusters table to find file systems with capacity or throughput recommendations. Check and act on them to avoid running out of space.

  • Pick the right mode: Use Recommend mode if you want to approve capacity or throughput changes yourself. Use Automate mode if you want the system to manage capacity or throughput automatically.

  • Watch decision points: Check decision points on capacity graphs to see how the system is making decisions and confirm the settings work for your needs.

  • Edit in bulk: When managing many file systems, use bulk editing to keep settings consistent.