Capacity Planning

Proper capacity planning ensures an HVM cluster can handle workloads while maintaining the ability to tolerate host failures and perform maintenance operations.

Memory Math

Understanding how memory is allocated in an HVM cluster:

Component

Calculation

Total physical memory

Installed RAM on the host

System overhead (reserved)

4 GB per host (reserved for OS, Corosync, DLM, agent, libvirt)

Available for VMs

Total physical memory − 4 GB

Computed max memory

Available memory reported by HPE Morpheus Software for VM placement

Example: A host with 128 GB RAM has 128 − 4 = 124 GB available for VMs.

Note

The 4 GB system reservation is set during host provisioning and accounts for the base operating system, cluster services (Corosync, DLM), the HPE Morpheus Software agent, libvirt overhead, and kernel buffers.

Memory Utilization Calculation

HPE Morpheus Software tracks memory at two levels:

  • Reserved memory — Sum of all VM memory allocations on a host (what VMs could use at maximum)

  • Used memory — Actual memory consumption reported by the host

The capacity system uses computedMaxMemory (total − reserved system overhead) as the denominator for utilization calculations.

Failover Capacity: N+1 Sizing

N+1 sizing means that if any single host fails, the remaining hosts must have enough available memory to absorb all VMs from the failed host.

Formula

Required memory per host = Total VM memory / (N - 1)
Available per host must exceed = Largest single host's VM load

Where N is the total number of hosts.

Sizing Examples

Hosts

RAM Each

Available Each

Total Available

Usable with N+1

3

128 GB

124 GB

372 GB

248 GB (2 hosts worth)

5

128 GB

124 GB

620 GB

496 GB (4 hosts worth)

3

256 GB

252 GB

756 GB

504 GB (2 hosts worth)

5

256 GB

252 GB

1260 GB

1008 GB (4 hosts worth)

Important

With N+1 sizing, you should never allocate more than (N-1)/N of total cluster memory to VMs. For a 3-node cluster, this means keeping 33% of total capacity free. For a 5-node cluster, 20%.

Maintenance Capacity

Maintenance mode requires the same capacity headroom as failover — one host worth of memory must be available across remaining hosts to evacuate VMs during maintenance.

Cluster Size

Max Usable Memory (N+1)

Reason

3 hosts

66% of total available

1 host’s VMs must fit on remaining 2

4 hosts

75% of total available

1 host’s VMs must fit on remaining 3

5 hosts

80% of total available

1 host’s VMs must fit on remaining 4

Note

HPE Morpheus Software enforces a 95% utilization cap on any single host during maintenance evacuation. Even if the cluster has aggregate capacity, no individual host will be loaded beyond 95%.

When to Add Hosts

Consider adding hosts to the cluster when:

Trigger

Description

Memory utilization > 70% cluster-wide

Approaching the point where N+1 failover is at risk

Cannot enter maintenance mode

Insufficient capacity to evacuate VMs indicates the cluster is too full

Single host > 85% utilization

That host’s VMs would overload remaining hosts on failure

New workload requirements

Planned VM deployments would exceed available capacity

Failover testing fails

Testing shows VMs cannot be redistributed after a simulated failure

Warning

Do not wait until the cluster is at capacity to add hosts. Adding hosts requires network connectivity and provisioning time. Plan ahead based on growth trends.

CPU Overcommit Considerations

Unlike memory, CPU can be safely overcommitted in most workloads:

Ratio

Use Case

1:1

Latency-sensitive workloads, real-time applications

2:1

General purpose workloads, typical enterprise applications

4:1

Development/test environments, low-utilization workloads

8:1+

Idle or bursty workloads (use with caution)

Key differences from memory:

  • CPU overcommit does not risk data corruption (unlike memory overcommit)

  • Over-committed CPUs result in increased scheduling latency, not failures

  • Memory is a hard limit — if a VM’s memory is overcommitted and fully utilized, the host may become unstable

Note

HPE Morpheus Software does not overcommit memory by default. VM memory allocations are treated as reservations. Memory overcommit can be enabled per host — see VM Placement & Scheduling for details. CPU scheduling is managed by the Linux kernel’s CFS scheduler with KVM’s virtual CPU mappings.

Storage Capacity Planning

Plan storage capacity considering:

  • VM disk allocation — Current storage usage plus growth projections

  • Heartbeat overhead — Heartbeat files consume minimal space (~KB per host per datastore)

  • Snapshot space — VM snapshots can consume significant temporary space

  • GFS2 journal overhead — Each host requires a journal entry per datastore (typically 128 MB per journal)

Recommended free space threshold: > 20% on all HPE Clustered Datastores.

Prefer adding another datastore before an existing datastore reaches the threshold. If operational constraints require an in-place LUN/GFS2 increase, use the single canonical, Support-gated procedure in Storage Lifecycle; do not treat array expansion alone as filesystem growth.

For multiple shared file-based datastores, an HVM Datastore Group can select a member during provisioning and optionally rebalance eligible VM disks when a member exceeds the configured utilization threshold. See Storage Lifecycle.

Capacity Monitoring in HPE Morpheus Software

Track cluster capacity from the HPE Morpheus Software UI:

  • Cluster Summary: Infrastructure > Clusters > [Cluster] > Summary shows aggregate memory, CPU, and storage utilization

  • Host Detail: Individual host pages show per-host memory and CPU utilization

  • Datastore Detail: Storage > Datastores > [Datastore] shows capacity and free space

Sizing Decision Matrix

Requirement

Minimum

Recommendation

Production HA

3 hosts

5 hosts (tolerates 2 failures)

Memory per host

32 GB

128+ GB for meaningful VM density

Failover capacity

N+1

N+1 with maintenance headroom

Datastores

1 shared

2+ (heartbeat redundancy)

Network

1 path

Bonded/redundant network paths