Setup and manage workloads

Learn how to create and manage workloads in CoreStack.


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Once you've onboarded at least one cloud account, you're ready to create your first workload.

A workload in CoreStack is a group of related cloud resources, and is created for the purpose of aiding in governance and yielding insights about their performance. When you create a workload, CoreStack discovers all the resources available in your cloud account and allows you to filter and select which resources you want to associate with particular workloads.

Create a workload

Follow the steps outlined below to create a new workload.

  1. In the left-hand navigation bar, select Resource > Workloads to go to a list of your available cloud workloads (there will be nothing if you haven't created any yet).

  2. To create a new workload, click the Create Workload button in the top-right corner.

    • This will open a new screen with multiple fields to be completed.
  3. Enter a name for the workload in Workload Name (this field is required).

  4. Click Select Workload Owner to open a drop-down menu showing a list of users in your organization. Select a user to assign them as the owner of this workload.

  5. In the Description text box, enter a description for this workload. For example, if this workload is mainly going to consist of virtual machines, noting that here would helpful for other users to know what types of assets this workload pertains to.

  6. In the Workload Attachments section, you can click Browse File to explore your local files and upload any relevant Word documents for this workload (e.g. diagrams, product guides, etc.).

  7. In the Environment section, You can select whether the resources in this workload will be in a production or pre-production environment. Please select whichever is most relevant.

  8. Next, there are two sections to be completed: Define Workload Scope and Define Workload Tags.

  9. Click Define Workload Scope to expand the section and fill out the following fields:

  • Tier Name: Enter a name for the first tier of resources you want to include in this workload (required).
  • Tier owner: Click this to open a drop-down menu of user options. Select a user to be the owner of this specific tier of resources (this is helpful if you have different stakeholders managing different types of applications in your cloud environment).
  • Description: Enter a description for this tier of resources (e.g. "AWS EC2 virtual machine instances for eCommerce product").
  • CoreStack Tenant: Click to open a drop-down menu, then select the tenant within CoreStack to assign this workload under.
  • Cloud Provider(s): Click to open a drop-down menu showing the available cloud platform options for this tenant and workload. Select the platform where your desired resources are running.
  • Cloud Account(s): Click to open a drop-down menu of cloud account options available based on what your have onboarded into CoreStack. Select the cloud account where your desired resources are running.


Understanding tiers:

A tier describes a hierarchy level for workloads. You can organize similar types of cloud resources by tiers in order to bundle different resource types together while keeping them separated for easier governance.

For example, you can add virtual machine applications into Tier 1, then create Tier 2 and add only database applications. Both sets of resources may be related to the same processes, so including them both in the same workload would make sense, but adding this level of separation makes it much easier to monitor and track performance.

  1. Once you've complete these fields, select the Load resources button that appears to open a Resource List table view that shows all of the resources CoreStack was able to discover in your designated cloud environment.
  2. In the left-hand search bar, you should see a list of resource groups, along with a number indicating how many total resources were discovered. There is also a number beside each row indicating how many resources each group contains. To search for a specific group of resources, enter the terms into the search bar above this section.
  3. To narrow your search results to the specific resources you need to include in this workload, select Add Filter in the top right corner of this table. Then select one of the categories in the drop-down menu and input any terms you want to search for, using is, is not, or starts with to specify your search.
    • Using no filters will select all resources within the specified scope.


Workload filters:

Using filters makes it much easier to find the right resources for your workload. For example, if you are looking for specific virtual machine workloads, you can add a filter to search by resource type and select all the relevant options much faster.

You can then choose to save this filter view, allowing you to use it again later.

  1. Once the Resource List shows the resources you want to include in this workload, proceed to Define Workload Tags.
  2. Click Add tag to add a new tag for this workload, then enter a Key and Value as desired. To remove a tag, click Remove Tag to the right of each tag combo.
  3. Once you've completed all the necessary fields, click Save near the bottom of the page to proceed. You will return to the Workloads page view where you can now see your new workload listed below.