Sql-server – How to calculate required ressources from a baseline and what should be measured at all

You should absolutely make the most use of the hardware when you are in an optimal config, and adjust when you are in maintenance mode. And yes, you will have an issue while both (or all four?) instances are active on the same node. Since a failover induces a service start on the now-active node, you can adjust the max memory of each server in that event using a startup procedure. I blogged about this here, but for a different reason (failing over to a node with a different amount of memory):

• https://sqlblog.org/2009/09/18/managing-multi-instance-cluster-failovers-with-different-hardware

Basically, you just need to check if both instances are on the same node (and this will require a linked server to be set up in both directions), and adjust accordingly. A very quick and completely untested example based on my blog post and assuming there is only one instance on each node at a time presently (the question is a bit ambiguous if you have 2 total instances or 4):

CREATE PROCEDURE dbo.OptimizeInstanceMemory
AS
BEGIN
   SET NOCOUNT ON;

   DECLARE
     @thisNode      NVARCHAR(255) = CONVERT(NVARCHAR(255),
                                  SERVERPROPERTY('ComputerNamePhysicalNetBIOS'),
     @otherNode     NVARCHAR(255),
     @optimalMemory INT = 12288, -- 12 GB
     @sql           NVARCHAR(MAX);

  SET @sql = N'SELECT @OtherNode = CONVERT(NVARCHAR(255), 
                        SERVERPROPERTY(N''ComputerNamePhysicalNetBIOS''));';

  EXEC [SERVER\INSTANCE].master..sp_executesql @sql, 
    N'@OtherNode NVARCHAR(255) OUTPUT', @OtherNode OUTPUT;

  IF @thisNode = @otherNode
  BEGIN -- we're on the same node, let's make everyone happy
    SET @optimalMemory = 6144;
  END

  SET @sql = N'EXEC sp_configure N''max server memory'', @om;
    RECONFIGURE WITH OVERRIDE;';

  EXEC                   master..sp_executesql @sql, N'@om INT', @optimalMemory;
  EXEC [SERVER\INSTANCE].master..sp_executesql @sql, N'@om INT', @optimalMemory;
END
GO

EXEC [master].dbo.sp_procoption 
  N'dbo.OptimizeInstanceMemory', 'startup', 'true';

Of course create it again on the other instance, swapping the linked server name used.

This gets a little more complex if you have to adjust depending on whether you are sharing the current node with 1, 2 or 3 other instances.

Note that this will cause other side effects such as clearing the plan cache (in the event when one of the instances didn't just restart or fail over, in which case the plan cache would be empty anyway), but these are arguably better than leaving both instances to assume they still have 12 GB of memory to play with - there will be a lot of thrashing if they're both heavily used.

You may also want to consider other options such as global maxdop, NUMA/CPU affinity etc. depending on how sensitive the system is to the amount of resources available.

Please note this is called multi instance cluster not active active actually. Your concern is correct about what would happen when both nodes are on same node, in that case you need a dynamic script would identify a failover and adjust SQL Server max server memory accordingly.

Let us focus on how to set max server memory correctly when both nodes are running on respective nodes for that please see my answer on SE thread What is Sensible way to calculate max server memory.

Now for scenario when failover happens and both instances are on same node. You have to use scripts from follwoing resources.

• Use PowerShell Script via startup Agent Job to balance Memory between two instances on a cluster on a Failover

• A similar thread talking about how to adjust memory for Multi Instance cluster

Now when both instances are on same node you would have to evenly distribute memory leaving enough for OS. In that scenario 29 G for each instance and 6 G for OS is what I would say would be good value. Because you have 2 instances running leaving few more gigs for OS would actually help.

Also note you should immediately come out of this situation as both SQL Server would be extremely slow.