Evaluate System Requirements


Updated: May 13, 2016

Applies To: System Center 2012 SP1 - Orchestrator, System Center 2012 - Orchestrator, System Center 2012 R2 Orchestrator

This section summarizes the ITIL best practices to determine your deployment requirements as it applies to Orchestrator. The following table shows the sequence of evaluation criteria.

Task Information
1: Define the scope of the project. Define scope of work
2: Identify the tasks you plan to automate. Identify tasks
3: Identify the system workloads for Orchestrator and the tasks you plan to automate. Define individual workloads
4: Estimate the number of running jobs per hour. Determine total jobs running
5: Identify the integration packs required for your environment. Identify required integration packs
6: Determine security requirements. Determine the security model
7: Determine the number and placement of runbook servers. Design runbook server requirements
8: Determine the requirements for fault tolerance. Fault tolerance
9: Identify additional resources required for your deployment. Resource requirements
10: Identify network traffic and potential bottlenecks. Network
11: Identify your service and operations requirements. Service and operations requirements
12: Determine the level of integration with other System Center products. Integration with System Center
13: Determine authoring requirements. Authoring
14: Design your Orchestrator test environment. Test environment
15: Design your Orchestrator pre-productions environment. Pre-production environment

Define scope of work

As part of planning the size of your deployment, begin by identifying your business requirements. This process should define the processes you want to automate by using Orchestrator, the reporting requirements for your organization, and departments impacted by this installation. Identify all applications, services, servers, and manual processes associated with the tasks you want to perform. Prioritize these requirements based on their business impact to prioritize the deployment tasks effectively.

Identify tasks

What processes do you plan to automate? Map the processes you intend to automate to the individual steps involved. This level of detail simplifies the task of authoring runbooks. You should identify business-critical processes as requiring more validation effort before relying on the runbook in a production environment.

Define individual workloads

For the processes you automate, determine how frequently you intend them to run. A runbook that is started one time per day uses significantly fewer resources than a continuously running runbook that is monitoring a system process. Consider both the workload on the Orchestrator system and the automated process. A server that previously responded to manually input requests can behave much differently when the request input occurs by automation.

Consider how much logging of Published Data is required in each of your runbooks. As logging increases, network traffic and load on the server that is hosting the Orchestrator database increases.

Determine total jobs running

When you have individual workloads defined, calculate the total number of jobs that could be running at any point in time. Your system design should take a maximum workload into account. The number and placement of your runbook servers in addition to the resources of the processes you are automating have to be sized to accommodate the largest number of running runbooks.

Identify required integration packs

Devices and applications that are not produced by Microsoft are automated through integration packs. Determine the integration packs required for your automated processes. Each software and hardware product typically requires its own integration pack. If there is no commercially available integration pack, can you create script level automation? Do you have to create custom integration packs for full automation?

Determine the security model

Security model planning should include determining if you require your Runbooks servers and resources to be located in more than one Active Directory forest. Is there a cross-domain trust? Are there Operations Manager gateways that require certificates? Review the current security requirements for your environment to identify permission and certificate requirements.

Design runbook server requirements

Do you plan to locate runbook servers across wide area network (WAN) links and trust boundaries? If so, you must determine gateway server placement in relationship to the Orchestrator database and runbook servers. While a running management server is not required to start runbooks or save runbook data, an Orchestrator database is required for all active runbook servers.

Fault tolerance

Determine the level of fault tolerance for your Orchestrator deployment. Depending on your requirements, you can design your Orchestrator environment to be highly available in the case of a single failure.

Resource requirements

Determine the requirements for your Orchestrator deployment, and any additional load that increased requirements on processes impacted by automation create. Do you have adequate runbook servers for the number of runbooks that can be running at a given time? Is the Orchestrator database the appropriate size to handle all requests and log Published Data?

Service and operations requirements

Identify all requirements for your environment. Include any data consolidation strategies and requirements for cross-management group, data-retention, data-warehouse size, or fault-tolerance.


Determine if additional bandwidth is required to support the increased traffic the runbook servers and the Orchestrator database generate. Do you have to change any network port settings to accommodate the Orchestrator web service?

Integration with System Center

Orchestrator fully supports all System Center products such as Service Manager or Operations Manager. Identify existing System Center products in your environment to determine if additional management servers or gateways are required.


Determine where and how authoring of runbooks is carried out. Authoring of runbooks typically occurs on computers isolated from production. However, your business requirements might include the requirement to author runbooks when they were not planned.

Test environment

If you are authoring in isolation from your production environment, identify the necessary resources to build and test new runbooks.

Pre-production environment

It is prudent to deploy high impact runbooks in a pre-production environment before introducing the runbook into a production environment. Pre-production environments should closely approximate the full-scale production environment.

See Also

Scale Planning