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Merge pull request #268471 from mabrahms/get-start-update-27085853
Get start update 27085853
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articles/advisor/advisor-get-started.md

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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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## 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 score page opens by default.
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To access Azure Advisor, sign in to the [Azure portal](https://portal.azure.com). From there, select the [Advisor](https://aka.ms/azureadvisordashboard) icon at the top of the page, use the search bar at the top to search for Advisor, or use the left navigation pane **Advisor** link.<br> 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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## View the Advisor dashboard
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:::image type="content" source="./media/advisor-get-started/advisor-score-page.png" alt-text="Screenshot of the Azure Advisor opening score page." lightbox="./media/advisor-get-started/advisor-score-page.png":::
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See personalized and actionable recommendations on the Advisor **Overview** page.
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## Read your score
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See how your system configuration measures against Azure best practices.
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:::image type="content" source="./media/advisor-get-started/advisor-overview-page-m-1.png" alt-text="Screenshot of the Azure Advisor opening **Overview** page." lightbox="./media/advisor-get-started/advisor-overview-page-m-1.png":::
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:::image type="content" source="./media/advisor-get-started/advisor-score-page-graphs-detail.png" alt-text="Screenshot detail of Azure Advisor workloads score graphs." lightbox="./media/advisor-get-started/advisor-score-page-graphs-detail.png":::
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* The links at the top offer options for **Feedback**, downloading recommendations as comma-separated or PDFs, and a quick-link to Advisor **Workbooks**.
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* The blue filter buttons below them focus the recommendations.
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* The tiles represent the different recommendation categories and include your current score in that category.
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* The **Get started** link takes you to options for direct access to Advisor workbooks, recommendations, and the Well Architected Framework main page.
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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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### Filter and access recommendations
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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 tiles on the Advisor **Overview** page show the different categories of recommendations for all the subscriptions that you have access to, by default.
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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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You can filter the display using the buttons at the top of the page:
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## Get recommendations
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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 display a specific list of recommendations, click a category tile.
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To display a specific list of recommendations, select a category tile.
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The tiles on the Advisor score page show the different categories of recommendations per subscription:
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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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* 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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Each tile provides information about the recommendations for that category:
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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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* 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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* 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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For detailed graphics and information on your Advisor score, see [Optimize Azure workloads by using Advisor score](/azure/advisor/azure-advisor-score).
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## Get recommendation details and solution options
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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.
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:::image type="content" source="./media/advisor-get-started/advisor-score-reliability-recommendation-page.png" alt-text="Screenshot of Azure Advisor reliability recommendation details example." lightbox="./media/advisor-get-started/advisor-score-reliability-recommendation-page.png":::
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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.
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1. You can postpone the recommendation.
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1. You can postpone the recommendation.
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:::image type="content" source="./media/advisor-get-started/advisor-recommendation-postpone.png" alt-text="Sreenshot of Azure Advisor recommendation postpone option." lightbox="./media/advisor-get-started/advisor-recommendation-postpone.png":::
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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, 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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To download your recommendations, select **Download as CSV** or **Download as PDF** on the action bar at the top of any recommendation list or details page. 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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## 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, select **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, click **Configuration** in the left navigation pane. The Advisor Configuration page opens with the **Resources** tab selected, by default.
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Use the **Resources** tab to select or unselect subscriptions for Advisor recommendations. When ready, select **Apply**. The page refreshes.
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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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Use the **VM/VMSS right sizing** tab to 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 by machine, but doesn't change how they're generated. Follow these steps.
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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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