Gartner Research

Implementing a Tagging Strategy for Cloud IaaS and PaaS

Published: 12 December 2019

ID: G00451072

Analyst(s): Marco Meinardi


Managing resource metadata is critical to enable cost governance, access control and automation of cloud services and workloads. This guidance framework helps I&O technical professionals define and successfully implement a tagging strategy for cloud IaaS and PaaS.

Table Of Contents

Problem Statement

The Gartner Approach

The Guidance Framework

  • Prework
    • Define Tagging Goals and Use Cases
    • Define Ownership and Identify Stakeholders
    • Assess Cloud Provider Tagging Capabilities
    • Identify Cloud Provider Constraints
    • Identify Tagging Challenges
  • Step 1 — Define
    • Step 1.1 — Develop Tagging Dictionary
    • Step 1.2 — Disseminate and Revise
    • Step 1.3 — Define Success Metrics
  • Step 2 — Audit
    • Step 2.1 — Implement the Audit Process
    • Step 2.2 — Promote Your Tagging Initiative
    • Step 2.3 — Notify Violations
  • Step 3 — Automate
    • Step 3.1 — Enable Autotagging
    • Step 3.2 — Embed Tags in Provisioning Automation
  • Step 4 — Enforce
    • Step 4.1 — Prepare for Enforcement
    • Step 4.2 — Implement Preventative Controls
    • Step 4.3 — Implement Retrospective Remediation
    • Step 4.4 — Track Compliance and Measure Value
  • Follow-Up

Risks and Pitfalls

  • Related Guidance

Gartner Recommended Reading

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