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Starting An Assessment - New Console


When you have configured your Assessment and added all infrastructure, you are ready to begin collecting data. Your Settings screen’s Assessment tab will look something like this:

Assessment ready to begin, Start Assessment button highlighted by arrow.

Click on the Start Assessment button (highlighted above) to begin the process of starting data collection.

Note: The Start Assessment option will be enabled only once a minimum of 6 nodes are added to the console.

Starting the Assessment, Step-by-Step

Starting the Assessment consists of three stages:

Stage 1: Review Node Counts

Node Summary Stage

Cloudamize refers to servers you have added to the Assessment as “nodes”. In this first stage, you can review the following values:

  1. Purchased Nodes: The total number of licenses purchased for this Assessment, i.e., the maximum number of servers that can have assessment results published in this Assessment.

  2. Consumed Nodes: The current number of licenses that will be used with the given settings, i.e., the number of servers that are included in the Assessment scope.

  3. Installed Agents: The current number of servers added to the Assessment via one or more data collection methods (Agent, Agentless, etc). This includes both in-scope and out-of-scope servers.

If the number of Consumed Nodes is greater than the number of Purchased Nodes, you won’t be able to move to the next step, and the “Next” button will be disabled:

More Nodes Consumed than Purchased

Stage 2: Select Assessment Regions

On this screen, you will see a list of Cloud Services Providers (CSP) that are available for this Assessment, and a Region dropdown menu will be visible next to each of them.

Region Settings Stage, Showing Azure CSP

You should select the default region for cloud recommendations to be based upon for each CSP. The Total Cost of Ownership (TCO) and cloud instance recommendations (i.e., the assessment deliverables) will be built using the selected region, basing results on the availability and cost of cloud instance types in that region.

Example of Regions Available (May not reflect actual current regional availability)

Stage 3: Set Collection Duration and Delivery Date

Cloudamize will, typically, collect data over a period of time set by you before processing final results following the end of this data collection period, then deliver those results on a final date. At this stage, you can set these dates:

Duration Settings Screen

There are three dates here:

  1. Start Data Processing: The date to begin collecting data that you wish to include in the Assessment results (defaults to today).

  2. End Data Processing: The date to cease collecting data that you wish to include in the Assessment results (defaults to 11 calendar days from today, may vary based on availability).

  3. Results Ready Date: The date that final results will be released and available to view. Defaults to 3 working days from End Data Processing Date, may vary based on availability).

You may customize the Start and End Data Processing dates, though a minimum period of 11 days between them is enforced to allow sufficient data collection. You should aim to include any period of particular interest in this range (e.g., typical heavy usage periods, spikes, etc.) to allow for the most accurate results.

The Results Ready Date cannot be customized and is fixed to a minimum of 3 working days after the End Data Processing date (adjusted for availability). The cases in which this might be longer are as follows:

  • We might add additional days based on the size of your infrastructure and our current delivery load.

  • If we have intentionally blocked days due to any reason, that might also add to delivery days.

  • No deliveries take place on Weekends, being delayed to the start of the following week instead.

Selecting a date to Start Data Processing

Assessment Successfully Started

Once your Assessment is successfully started, you will see a confirmation screen:

Assessment Start Confirmation Screen

Queued State:

As soon as the assessment is started, you will see the screen below with the status queued with the message “The assessment has started, and processing will start soon.” This Queued status will remain while the assessment is processed for preliminary results.


If preliminary results are not processed within 24 hours after starting the assessment, you will see the message “The assessment processing has not started for more than a day. Please contact Cloudamize support for assistance”. If you see this message, please send an email to


The assessment status will change once the processing is done, as mentioned in the screenshot below.


Stopping An Assessment

Stopping an Assessment abandons data collected prior to stopping - a new collection period will need to be defined that will not include any previously collected data. Please ensure you do not need any of the previously collected data before stopping an Assessment.

It is possible to stop a running Assessment during the Data Collection period. A “Stop Assessment” button is available during this time to perform this:

Stop Assessment Button Visible in Assessment Status Card

Finally, once started, your Assessment status will also be shown on the Console Landing Page:

Assessment Status on the Landing Page, Showing the Delivery Date

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