Skip to main content
Your progress
0 of 7 complete0%
T2 / M2.4 / L3 OF 6 / Engineer LEVEL / 9 min

Quick Setup: the one-screen flow

Outcome

By the end of this lesson, you will be able to configure a complete autoscaling policy in 60 seconds using Quick Setup, distinguish Quick Setup from Advanced mode, and choose the right mode for the workload.


PrerequisitesM2.4.L1 · M2.4.L2
Time9 minutes

1. Concept

Most autoscaling set-ups are the same set-up. Quick Setup is that one, in three clicks: choose what to scale, accept the suggested numbers, save.

Anything less usual, your own metrics, several tiers, triggers on a clock, scaling in steps, has an Advanced mode, and this lesson covers when you need it.

Terminal window
QUICK SETUP COVERS ~70% of autoscaler use cases:
Single metric (CPU typically)
Target tracking model
Smart defaults accepted as-is or with minor tune
ADVANCED MODE for the other 30%:
Custom metrics (queue depth, request count)
Step scaling
Schedule-triggered scaling
Multi-tier or resource group targeting

The right mode for the workload: most reach for Quick Setup first.

Quick Setup screen

Terminal window
NEW POLICY (Quick Setup)
─────────────────────────────────────────────────────────
Cloud account: [prod-aws-us-east-1 ▾]
Target: [asg-prod-payments-api ▾]
(filtered list: only autoscalable targets)
[Use smart defaults] [Customize ▾]
When you click "Use smart defaults":
ZopNight queries metrics; computes recommendations
Shows the suggested policy
Suggested Policy:
Min capacity: 3
Max capacity: 15
Target: 75% CPU
Cooldown: 300s
Mode: autopilot (based on credential permission level)
[Edit settings] [Apply policy]

Two clicks to a recommendation; three to apply.

The smart-defaults workflow

Terminal window
1. Customer picks cloud account + target (10 seconds)
2. ZopNight reads the aggregator's CPU stats for the target
3. Welford computes the standard deviation (sub-second)
4. Smart defaults presented (instant)
5. Customer accepts or edits, and saves
6. Customer clicks Apply: ZopNight queues an apply intent
7. The executor writes the cloud-side policy and reports back
8. Policy active
END-TO-END: ~30-60 seconds from "I want autoscaling"
to "policy is active and managing capacity"

The flow is fast by design. Smart defaults remove the friction.

What the smart defaults set automatically

Terminal window
SETTING SET TO
─────────────────────────────────────────────────────────
Min capacity from cpu.Avg (from L2)
Max capacity max(count+2, ceil(count×P99/target×1.3)) (from L2)
Target value 3-way tier on P95: 70 / 75 / 80 (from L2)
Cooldown 180 / 300 / 600s by stddev (300s, no metrics)
Metric CPUUtilization (default for compute)
Scaling model Target tracking
Mode Auto-derived from credential permissions
(autopilot, or recommend if read-only)

All the calculations from L2 happen automatically.

Mode auto-derivation

The mode is set based on the IAM credential’s permission level:

Terminal window
CREDENTIAL TYPE AUTO-MODE
─────────────────────────────────────────────────────────
Read-only (Reader role) recommend (shown as "Manual")
Read-write autopilot (if you did not pick one)

A team with read-only credentials gets Manual (recommend) automatically and cannot pick Autopilot. Monitor is never auto-derived, and the form does not offer it. Nothing upgrades on its own: after granting write access, you edit the policy to switch mode.

When Quick Setup is enough

About 70% of autoscaler use cases fit Quick Setup defaults:

Terminal window
QUICK SETUP FITS:
Production web tier with target tracking on CPU
Worker pool with target tracking on queue depth (if queue depth
is a standard metric)
ECS service with target tracking
ASG with predictable load pattern
Single workload type per policy
ADVANCED MODE NEEDED FOR:
Multi-metric policies (CPU + latency + queue depth combined)
Step scaling (specific scale-out steps for spikes)
Schedule-triggered scaling (time-of-day patterns)
Custom metrics (application-specific)
Resource group targeting (scale a group, not single target)
Multi-tier app coordination

When Quick Setup feels too restrictive: switch to Advanced.

Advanced mode

Same screen, with sections expanded:

Terminal window
ADVANCED MODE
─────────────────────────────────────────────────────────
TARGET SETTINGS (same as Quick Setup, plus):
Resource group target ✓ if scaling a group of resources
Custom metric ✓ if not CPU
Memory threshold guard ✓ if memory-aware
SCALING RULES:
[Target tracking ▾] OR [Step scaling ▾]
Multiple metrics? ✓ define each
Specific scale-out steps (for step scaling)
SCHEDULE TRIGGERS:
✓ if time-based scaling
Preset: [Business Hours / Peak / Weekend ▾]
Cron: custom expressions
MODE:
Autopilot / Manual (recommend)
(auto-derived but customizable; read-only accounts locked to Manual)

Advanced is the same surface; smart defaults flow into the same fields. You can fall back to defaults at any time.

Limited-data handling

For new workloads with minimal metric history:

Terminal window
SCENARIO: New service deployed yesterday
ZopNight's response:
Any CPU data at all: the normal L2 formulas run on whatever
data exists (no warning, no special limited-data branch)
NO CPU metrics yet: fixed fallback defaults
Min: 1
Max: max(2 × count, 5)
Target: 70% (default; not data-derived)
Cooldown: 300s
Mode: autopilot (recommend if the account is read-only)
PRACTICAL RAMP-UP:
Day 1-7: short window, noisy suggestions; sanity-check min/max
Day 7-14: re-run smart defaults; edit the policy with the new values

Re-running smart defaults once real data exists is the safe ramp-up pattern.

Mode-switching workflow

Terminal window
WHAT MODE IS:
autopilot ("Autopilot" in the form): default for read-write accounts
recommend ("Manual" in the form): forced for read-only accounts
monitor: accepted by the API and shown as a label; not in the form
WHAT MODE DOES NOT CHANGE:
Writing the policy to the cloud is always a user action
(the Apply button, or saving an edit that changes cloud settings)
Once applied, the cloud's own autoscaler does the scaling
ZopNight runs no scaling loop of its own in any mode

Switch mode by editing the policy. The cloud does the scaling either way.

Provisioner orchestration

Terminal window
WHEN YOU CLICK APPLY:
1. ZopNight pushes an apply intent onto a queue and marks the
policy "applying" (the call returns at once)
2. The executor picks it up and calls the cloud provider API:
AWS: PutScalingPolicy + UpdateASG
GCP: insertAutoscaler
Azure: PUT autoscaleSettings
3. Cloud creates the policy
4. The executor reports success/failure back to ZopNight
5. UI shows "Policy active"
PROVISIONER HANDLES:
Authentication (using stored cloud credentials)
Error mapping (cloud error → ZopNight error class)
Retry on transient errors
Audit logging

The complexity is hidden from the engineer. Just click Apply.


2. Demo

A team using Quick Setup for a new service:

Terminal window
T+0 Service deployed yesterday: 6 EC2 instances behind an ASG
T+5 sec Navigate to Automate → Auto Scaling → + Create Autoscaling Policy
T+10 sec Quick Setup mode (default)
T+15 sec Pick prod-aws-us-east-1 → asg-new-orders-service
T+20 sec Click "Use smart defaults"
T+30 sec ZopNight reads metrics: no CPU datapoints yet for the group
Fallback defaults shown (no warning banner):
Min: 1
Max: 5 (max(2 × count, 5); the endpoint assumes a
count of 2 today, so 5 rather than 12)
Target: 70% CPU
Cooldown: 300s
Mode: autopilot (read-write account)
T+40 sec Operator raises Min to 6 (current capacity) and Max to 12,
saves, then clicks Apply
T+50 sec ZopNight queues the apply; the executor writes the ASG policy
T+60 sec Policy active; the ASG's own autoscaler now scales
FOLLOW-UP over next 2 weeks:
Week 1: CPU data accumulates
Week 2: re-run smart defaults; edit the policy with data-driven
values (saving the edit re-applies it to the cloud)
RESULT after 1 month:
Smart defaults refined to data-driven values
Engineer rarely touches the policy

60 seconds from intent to an active policy. Re-run smart defaults once real data exists.


3. Hands-on (5 min)

Try Quick Setup in a sandbox:

Terminal window
□ STEP 1: Navigate to Automate → Auto Scaling → + Create Autoscaling Policy
Mode: Quick Setup (default)
□ STEP 2: Pick a target
Cloud account: __________
Target: __________
□ STEP 3: Click "Use smart defaults"
Observe: smart defaults appear
Note timing: how fast?
□ STEP 4: Review the defaults
Min: _____
Max: _____
Target: ___%
Cooldown: ___ s
Mode: __________
□ STEP 5: Cancel (don't commit if sandbox)
Or apply if you're ready to commit

5-minute exercise to internalize the flow. The speed is the feature.

Do it through MCP. The same task you just did in the console, asked in one sentence.

Terminal window
BEFORE A ZopNight account with one cloud connected. A scalable group: an AWS Auto Scaling Group, a GCP Managed Instance Group or an Azure VM Scale Set.
ASK "Set up an autoscaler on this group using the smart defaults, then show me its events."
CHECK the first few events. A policy with no events is not scaling, it is decoration.

Tools behind it: get_autoscaler_smart_defaults (read, Operate), create_autoscaler_policy (write, tier 2, reversible), get_autoscaler_events (read, Operate). Connection details are in the MCP integration docs.


4. Knowledge check

Q1

A team has read-only IAM. The Quick Setup mode auto-derived:

A. autopilot
B. It refuses to create the policy outright
C. recommend
D. monitor (cannot scale, only observe)

Show answer

Correct: C. Read-only accounts are forced to recommend, shown as “Manual” in the form. Monitor is never auto-derived. Nothing upgrades on its own: after granting write access, you edit the policy to switch to Autopilot.

Q2

A new service has 60 minutes of metric data. Smart defaults will:

A. Run the normal L2 formulas on whatever data exists, with no special warning
B. Switch to conservative limited-data defaults and show a short-history warning
C. Refuse to suggest anything until a full 30 days of metrics have accumulated
D. Copy the current instance count into both the min and the max fields

Show answer

Correct: A. There is no limited-data branch. With any CPU data the usual formulas run, so a short window gives noisy suggestions you should sanity-check. Only with no CPU data at all does ZopNight fall back to fixed defaults (min 1, max at least 5, target 70%, cooldown 300 s).

Q3

After Quick Setup, the policy can be:

A. Only deleted, and never edited
B. Replaced
C. Locked
D. Edited from the Auto Scaling page

Show answer

Correct: D. Quick Setup is the create flow; ongoing changes (mode, values, triggers) happen by editing the policy.


5. Apply

Automate → Auto Scaling → + Create Autoscaling Policy is the entry point. Quick Setup is default; Advanced is one toggle away.

For your team: 90% of policies via Quick Setup. Advanced for edge cases. Re-run smart defaults once real data exists.



Start with the bill.

Foundations takes about five hours. The first lesson is nine minutes.

Free curriculum. No paywall. 290 lessons across 7 courses, plus an optional 24-lesson beginner course. Browse every course without an account; a free account opens the lessons, saves your progress and opens the exams for three publicly verifiable credentials. Read it on the train, take the exam on a Saturday, list the credential on your résumé Monday.

5h median time to finish Foundations
free account, every course, no paywall
3 certifications, each with a public verifier
Multi-cloud automation· Production-ready in 30 min· SOC 2 · ISO 27001· 20–60% off the bill, first month· 4 platforms · 1 console· Multi-cloud automation· Production-ready in 30 min· SOC 2 · ISO 27001· 20–60% off the bill, first month· 4 platforms · 1 console·