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Copy file name to clipboardExpand all lines: articles/advisor/advisor-get-started.md
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@@ -5,7 +5,7 @@ author: mabrahms
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ms.author: v-mabrahms
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ms.service: azure
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ms.topic: article
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ms.date: 12/1/2023
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ms.date: 03/07/2024
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---
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@@ -18,81 +18,100 @@ Learn how to access Advisor through the Azure portal, get and manage recommendat
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## Open Advisor
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To access Azure Advisor, sign in to the [Azure portal](https://portal.azure.com) and open [Advisor](https://aka.ms/azureadvisordashboard). The Advisor **Overview** page opens by default.
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To access Azure Advisor, sign in to the [Azure portal](https://portal.azure.com) and open [Advisor](https://aka.ms/azureadvisordashboard). The Advisor **Overview** page opens by default.
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You can also use the search bar at the top, or the left navigation pane, to find Advisor.
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:::image type="content" source="./media/advisor-get-started/advisor-overview-page.png" alt-text="Screenshot of the Azure Advisor opening **Overview** page." lightbox="./media/advisor-get-started/advisor-overview-page.png":::
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:::image type="content" source="./media/advisor-get-started/advisor-overview-page-m.png" alt-text="Screenshot of the Azure Advisor opening **Overview** page." lightbox="./media/advisor-get-started/advisor-overview-page-m.png":::
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## Read your score
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See how your system configuration measures against Azure best practices.
* The filters at the top focus the recommendations.
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* The far-left graphic is your overall system Advisor score against Azure best practices. The **Learn more** link opens the [Optimize Azure workloads by using Advisor score](azure-advisor-score.md) page.
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* The tiles represent the different recommendation categories.
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* The middle graphic depicts the trend of your system Advisor score history. Roll over the graphic to activate a slider to see your trend at different points of time. Use the drop-down menu to pick a trend time frame.
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* The **Get started** takes you to options to learn how to get the most out of Advisor.
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:::image type="content" source="./media/advisor-get-started/advisor-get-started-page.png" alt-text="Screenshot of the Azure Advisor **Getting started** page." lightbox="./media/advisor-get-started/advisor-get-started-page.png":::
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* The far-right graphic shows a breakdown of your best practices Advisor score per category. Click a category bar to open the recommendations page for that category.
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### Get recommendations
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## Get recommendations
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The tiles on the Advisor **Overview** page show the different categories of recommendations per subscription:
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To display a specific list of recommendations, click a category tile.
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You can filter the display using the buttons at the top of the page:
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The tiles on the Advisor score page show the different categories of recommendations per subscription:
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***Subscription**: Choose *All* for Advisor recommendations on all subscriptions. Alternatively, select specific subscriptions. Apply changes by clicking outside of the button.
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***Recommendation Status**: *Active* (the default, recommendations not postponed or dismissed), *Postponed* or *Dismissed*. Apply changes by clicking outside of the button.
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***Resource Group**: Choose *All* (the default) or specific resource groups. Apply changes by clicking outside of the button.
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***Type**: Choose *All* (the default) or specific resources. Apply changes by clicking outside of the button.
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* For more advanced filtering, select **Add filter**.
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*To get recommendations for a specific category, click one of the tiles. To open a list of all recommendations for all categories, click the **All recommendations**tile. By default, the **Cost** tile is selected.
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To display a specific list of recommendations, select a category tile.
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* You can filter the display using the buttons at the top of the page:
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***Subscription**: Choose *All* for Advisor recommendations on all subscriptions. Alternatively, select specific subscriptions. Apply changes by clicking outside of the button.
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***Recommendation Status**: *Active* (the default, recommendations that you haven't postponed or dismissed), *Postponed* or *Dismissed*. Apply changes by clicking outside of the button.
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***Resource Group**: Choose *All* (the default) or specific resource groups. Apply changes by clicking outside of the button.
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***Type**: Choose *All* (the default) or specific resources. Apply changes by clicking outside of the button.
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***Commitments**: Applicable only to cost recommendations. Adjust your subscription **Cost** recommendations to reflect your committed **Term (years)** and chosen **Look-back period (days)**. Apply changes by clicking **Apply**.
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* For more advanced filtering, click **Add filter**.
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:::image type="content" source="./media/advisor-get-started/advisor-reliability-tile-small.png" alt-text="Screenshot detail of the Azure Advisor **Reliability** recommendation tile." lightbox="./media/advisor-get-started/advisor-reliability-tile-small.png":::
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* The **Commitments** button lets you adjust your subscription **Cost**recommendations to reflect your committed **Term (years)** and chosen **Look-back period (days)**.
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Each tile provides information about the recommendations for that category:
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## Get recommendation details and solution options
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* Your overall score for the category
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* The total number of recommendations for the category, and the specific number per impact
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* The number of impacted resources by the recommendations
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### Get recommendation details and solution options
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View recommendation details – such as the recommended actions and impacted resources – and the solution options, including postponing or dismissing a recommendation.
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1. To review details of a recommendation, including the affected resources, open the recommendation list for a category and then click the **Description** or the **Impacted resources** link for a specific recommendation. The following screenshot shows a **Reliability** recommendation details page.
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1. To review details of a recommendation, including the affected resources, open the recommendation list for a category and then select the **Description** or the **Impacted resources** link for a specific recommendation. The following screenshot shows a **Reliability** recommendation details page.
1. To see action details, click a **Recommended actions** link. The Azure page where you can act opens. Alternatively, open a page to the affected resources to take the recommended action (the two pages may be the same).
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1. To see action details, select a **Recommended actions** link. The Azure page where you can act opens. Alternatively, open a page to the affected resources to take the recommended action (the two pages might be the same).
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Understand the recommendation before you act by clicking the **Learn more** link on the recommended action page, or at the top of the recommendations details page.
You can't dismiss the recommendation without certain privileges. For information on permissions, see [Permissions in Azure Advisor](permissions.md).
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## Download recommendations
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### Download recommendations
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To download your recommendations from the Advisor score or any recommendation details page, select **Download as CSV** or **Download as PDF** on the action bar at the top. The download option respects any filters you applied to Advisor. If you select the download option while viewing a specific recommendation category or recommendation, the downloaded summary only includes information for that category or recommendation.
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## Read your score
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See how your system configuration measures against Azure best practices.
To download your recommendations from the Advisor score or any recommendation details page, click **Download as CSV** or **Download as PDF** on the action bar at the top. The download option respects any filters you have applied to Advisor. If you select the download option while viewing a specific recommendation category or recommendation, the downloaded summary only includes information for that category or recommendation.
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Filter the display using the buttons at the top of the page, in addition to the filters on the **Overview** page, the **Commitments** filter (applicable only to cost recommendations) lets you adjust your subscription **Cost** recommendations to reflect your committed **Term (years)** and chosen **Look-back period (days)**. Apply changes by clicking **Apply**.
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The score graphics:
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* The far-left graphic is your overall system Advisor score against Azure best practices. The **Learn more** link opens the [Optimize Azure workloads by using Advisor score](azure-advisor-score.md) page.
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* The middle graphic depicts the trend of your system Advisor score history. Roll over the graphic to activate a slider to see your trend at different points of time. Use the drop-down menu to pick a trend time frame.
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* The far-right graphic shows a breakdown of your best practices Advisor score per category. Select a category bar to open the recommendations page for that category.
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* The tiles show the different categories of recommendations per subscription, to display a specific list of recommendations, select a category tile.
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## Configure recommendations
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You can exclude subscriptions or resources, such as 'test' resources, from Advisor recommendations and configure Advisor to generate recommendations only for specific subscriptions and resource groups.
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> [!NOTE]
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> To change subscriptions or Advisor compute rules, you must be a subscription Owner. If you do not have the required permissions, the option is disabled in the user interface. For information on permissions, see [Permissions in Azure Advisor](permissions.md). For details on right sizing VMs, see [Reduce service costs by using Azure Advisor](advisor-cost-recommendations.md).
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> To change subscriptions or Advisor compute rules, you must be a subscription owner. If you do not have the required permissions, the option is disabled in the user interface. For information on permissions, see [Permissions in Azure Advisor](permissions.md). For details on right sizing VMs, see [Reduce service costs by using Azure Advisor](advisor-cost-recommendations.md).
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From any Azure Advisor page, click**Configuration** in the left navigation pane. The Advisor Configuration page opens with the **Resources** tab selected, by default.
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From any Azure Advisor page, select**Configuration** in the left navigation pane. The Advisor Configuration page opens with the **Resources** tab selected, by default.
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:::image type="content" source="./media/advisor-get-started/advisor-configure-resources.png" alt-text="Screenshot of Azure Advisor configuration option for resources." lightbox="./media/advisor-get-started/advisor-configure-resources.png":::
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***Resources**: Uncheck any subscriptions you don't want to receive Advisor recommendations for, click **Apply**. The page refreshes.
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***Resources**: Uncheck any subscriptions you don't want to receive Advisor recommendations for, select **Apply**. The page refreshes.
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***VM/VMSS right sizing**: You can adjust Advisor virtual machine (VM) and virtual machine scale sets (VMSS) recommendations. Specifically, you can set up a filter for each subscription to only show recommendations for machines with certain CPU utilization. This setting filters recommendations but won't change how they're generated.
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***VM/VMSS right sizing**: You can adjust Advisor virtual machine (VM) and virtual machine scale sets (VMSS) recommendations. Specifically, you can setup a filter for each subscription to only show recommendations for machines with certain CPU utilization. This setting will filter recommendations but will not change how they are generated.
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1. Select the subscriptions you’d like to set up a filter for average CPU utilization, and then select **Edit**. Not all subscriptions can be edited for VM/VMSS right sizing and certain privileges are required; for more information on permissions, see [Permissions in Azure Advisor](permissions.md).
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1. Select the subscriptions you’d like to setup a filter for average CPU utilization, and then click **Edit**. Not all subscriptions can be edited for VM/VMSS right sizing and certain privileges are required; for more information on permissions, see [Permissions in Azure Advisor](permissions.md).
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1. Select the desired average CPU utilization value and click **Apply**. It can take up to 24 hours for the new settings to be reflected in recommendations.
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1. Select the desired average CPU utilization value and select **Apply**. It can take up to 24 hours for the new settings to be reflected in recommendations.
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:::image type="content" source="./media/advisor-get-started/advisor-configure-rules.png" alt-text="Screenshot of Azure Advisor configuration option for VM/VMSS sizing rules." lightbox="./media/advisor-get-started/advisor-configure-rules.png":::
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