2. Agenda:
Introduction
End User Computing – Licensing Fundamentals
Remote Working / Bring Your Own Device
Q&A
Lunch
Microsoft Server Licensing Fundamentals
Licensing Server Technologies
Windows Server, System Centre, SQL
Q&A
Wrap Up
3. Introduction
Background:
Raft of change in the commercial agreements between Microsoft and the NHS.
The start of the latest technology wave from Microsoft.
Significant licensing changes across core platforms.
Acceleration of technology strategies such as flexible working, platform
consolidation..
End user demands are increasing based on emerging technology trends.
Investment in new technology platforms.
Objective:
To provide an introduction to both server and desktop licensing from Microsoft, provoke
thought and illustrate considerations that need to be made prior to any investment.
5. End User Computing Licensing Fundamentals:
Desktop Operating System
Desktop Operating System
OEM Volume Licensing (License Only) Volume Licensing with Software
Assurance
• OEM tied to the machine. • Upgrade only license. • Access to Enterprise features.
• Downgrade rights available. • Must have a qualifying base OS. • Ability to attach MDOP.
• Cannot use for virtual desktop • Licensing can be transferred and • One option for virtual desktop
deployments. downgraded. deployments.
• Software Assurance can be attached. • Ideal for imaging. • Enterprise becomes OEM’d if SA
ceases.
• Cannot be used for virtual desktop
deployments.
6. End User Computing Licensing Fundamentals:
Applications
Applications
OEM Volume Licensing Volume Licensing with Software
Assurance
• OEM tied to the machine. • License must be assigned to a • Access to latest versions.
physical device.
• Downgrade rights not available. • Enables extended roaming use
• Can be re-assigned but does have rights.
• Cannot use for virtual desktop
restrictions.
deployments.
• Downgrade rights.
• Cannot be used for remote access.
• Can be deployed from the
• Software Assurance can be attached.
DataCentre to a corporate device.
• Portable Use Rights may apply.
7. End User Computing Licensing Fundamentals:
Client Access Licenses
Client Access Licenses (CALS)
Device User CAL Suites
• Assigned to a physical device. • Assigned to a user. • Mandatory Software Assurance.
• One CAL required to access many • One CAL per user required to access • Access to latest versions.
servers. many servers.
• Cost effective way to acquire CALs
• Can be used for internal and external • Can be used for internal and external
parties. parties.
• Ideal for environments where there • Required for remote access or VDI
are more users than devices. from non-corporate device
• NHS allocation provide device CALs
8. CAL Suite?
Lync Enterprise CAL
Exchange Enterprise CAL Forefront Protection Suite SL
Windows RMS CAL SharePoint Enterprise CAL SC Client Management Suite Forefront UAG CAL
Lync Standard CAL
Exchange Standard CAL
Windows Server CAL SharePoint Standard CAL SC Configuration Manager CML SC Endpoint Protection
Network
Collaboration Management Security
Infrastructure
9. CALS
When are they required?
Required for direct or indirect access to servers.
One per device or per user.
Required for 3rd party device access.
Smartphones, PDAs etc…
iPads, Android Slates, Windows Slates.
BYOD and Consumerisation.
NOT REQUIRED if Processor or Core Licensing is used (excl. Windows Server).
90 Day re-assignment term applicable.
OWA requires Exchange and Windows User CAL (typically)!!
10. CALS
When are they required?
Multiplexing:
Hardware or software you use to pool connections, reroute information, reduce the
number of devices or users that directly access or use the product, or reduce the
number of operating system environments (or OSEs), devices or users the product
directly manages, (sometimes referred to as “multiplexing” or “pooling”), does not
reduce the number of licenses of any type that you need.
12. BYOD
Adoption Scenarios:
Limit Basic Advanced Embraced
Environment requires Basic Access to Wider access to range Any device, anywhere
tight control additional personal of personal devices
devices
IT chosen devices IT & Non IT managed Full range of personal
Limited personal devices . devices.
IT managed devices devices
Personal devices used Non-IT managed.
Smartphones, Tablets, for roaming use.
Slates etc… Onsite access
Datacentre
Access to corporate IT technologies used to Primary device for
services via Internet deliver IT. access to corporate IT
services
Secondary device
14. Presentation Virtualisation:
License Considerations for
Employee Owned Device
Operating System Office License CALS
• No OS requirement if using Windows • Office with Software Assurance for • User CALs
Server OS to provide Windows the primary users corporate device.
• Device CALs
experience.
• Office via volume licensing
15. Application Presentation
What licensing vehicle is right for you?
Windows Windows Office Device User
Office
OS w/SA VDA w/SA CALs CALs
Employee Device ** **
N/A* N/A*
(Secondary)
Employee Device N/A* N/A*
(Primary)
• Assuming that a desktop operating system is not presented.
** Not required if the user is the single primary user of a corporate device licensed with Office and Software Assurance
Required as a minimum Optional
16. Application Virtualisation:
License Considerations for
Employee Owned Device
Operating System Office License CALS
• Microsoft Desktop Optimisation Pack • Office with Software Assurance for • User CALs
(MDOP) for App-V the primary users corporate device.
• Device CALs
• Software Assurance (SA) on • Work At Home license maybe an
Operating System. alternative option.
• Attach SA to OEM licenses up to • Office via volume licensing
90days after purchase.
• VDA Subs for employee own device
17. Application Virtualisation:
What licensing vehicle is right for you?
MDOP??
Windows Windows Office Device User
Office
OS w/SA VDA w/SA CALs CALs
Employee Device * * ** **
(Secondary)
Employee Device
(Primary)
• Not required if the user is the single primary user of a corporate device licensed with OS and Software Assurance w/MDOP or VDA w/MDOP
** Not required if the user is the single primary user of a corporate device licensed with Office and Software Assurance
Required as a minimum Optional
18. Virtual Desktop Infrastructure:
License Considerations for
Employee Owned Device
Operating System Office License CALS
• Microsoft Desktop Optimisation Pack • Office with Software Assurance for • User CALs
(MDOP) for App-V the primary users corporate device.
• Device CALs
• Software Assurance (SA) on • Work At Home license maybe an
Operating System. alternative option.
• Attach SA to OEM licenses up to • Office via volume licensing
90days after purchase.
• VDA Subs for employee own device
• VDI Suite Premium
19. Virtual Desktop Infrastructure:
What licensing vehicle is right for you?
Windows Windows Office Device User
Office
OS w/SA VDA w/SA CALs CALs
Employee Device * * ** **
(Secondary)
Employee Device
(Primary)
• Not required if the user is the single primary user of a corporate device licensed with OS and Software Assurance w/MDOP or VDA w/MDOP
** Not required if the user is the single primary user of a corporate device licensed with Office and Software Assurance
Required as a minimum Optional
20. Licensing Terms
Extended Roaming Use Rights: The single primary user of the licensed device may:
remotely access the software running on your servers (e.g., in your datacenter) from a qualifying third
party device, and
run the software in a virtual OSE on a qualifying third party device.
When the primary user is on your or your affiliates' premises, Roaming Use Rights are not applicable.
You may not run the software in the physical OSE on the third party device under the Roaming Use Rights
Qualifying third party device: A device that is not controlled, directly or indirectly, by you or your affiliates
(e.g. Home PC, third party public kiosk)
Qualified Desktop (EA/EAS Only): Any personal desktop computer, portable computer, workstation or similar
device that is used by or for the benefit of an enrolled affiliate. This does not include PCs being used as a
server, industry device or any device running an embedded OS that does not access a virtual desktop
infrastructure.
21. Occasional Use of 3rd Party Device
Personal Laptop
Occasional mobile
100 Employees use using personal
device.
Windows License Office License CALs
My organisation has 100 • Corporate device • Corporate device • User or Device CAL.
employees who require covered with OS and covered with Office
Software Assurance or and Software
access from home and VDA Subs. Assurance.
occasional mobile use from
their own device whereby • OS with SA or VDA • Office license if
Subs if corporate corporate device does
presentation virtualisation is devices does not have not have active
delivered. They are the one of the above. software assurance.
single primary users of a
• Work At Home maybe
corporate PC. an option.
22. Occasional Use of 3rd Party Device onsite
Personal Laptop
Occasional mobile use
100 Employees using personal device
using it on-premise from
time to time
Windows License Office License CALs
My company has 100 • 100 x License with OS • 100 x Office license • 100 x User or Device
organisation who require and Software that corresponds to CAL.
Assurance or VDA the version that is
access from home and Subs. deployed on the
occasional mobile use from server.
their own device. They are
• Licensing for
the single primary users of a corporate desktops
corporate PC. From time to also required.
time they will enter corporate
premises and still wish to use
personal device
23. 3rd Party Device is primary corporate device
Personal Laptop
Personal device is the
primary device to access
300 Roaming Users
corp. IT services
Windows License Office License CALS
My company has 300 users • 300 VDA Subscription • 300 Office Licenses 300 Device or User
that access our VDI Licenses. that correspond to the CALs
version that is
environment using their deployed on the
personal device as their server.
primary corporate device.
24. Summary
Various options to procure OS, Applications and CALs.
End User Computing strategy will drive what you need to purchase end user based
licensing.
Applications and OS are device based licensing.
CALs can be device or user.
Software Assurance will play a big part in flexible working.
True BYOD, license it as if you was licensing the corporate desktop.
26. Server + CAL
Server:
Licensing to be assigned to a physical server.
Client Access Licensing requirement.
Licensing can be re-assigned.
Terms may differ from product to product.
Most technologies available via this method.
Server Operating System Environment:
Different terminology.
Virtual Operating System Environment (vOSE).
Physical Operating System Environment (pOSE)
Unless stated, always assign to physical device.
27. Per Processor & Per Core
Per Processor:
License the CPUs that the OSE is using.
Technologies such as BizTalk, System Centre,
Windows Server will use this metric.
Generally speaking CALs are not required.
Cost effective way of licensing external access,
high numbers of internal users or virtual
environments.
Per Core:
Introduced with SQL 2012.
Only technology to date that uses this metric.
Provides a more granular level of licensing.
Hyper-threading needs to be considered!
28. External Connector and Internet Sites
External Connector strictly for non-employee access.
Internet Sites – SharePoint specific.
Cost effective way to provide partner, client, public access.
License mobility
29. Test and Development
Developer licenses available for certain technologies.
Visual Studio w/MSDN provide rights up to UAT.
VS and Developer licenses are based on named developer.
Develop on any number of servers.
Cost effective option for test and development.
30. Per Processor, Per Core, Per Server??
Summary
Per Processor Per Core Server + CAL
• If external access is required. • If external access required. • Identifiable device/user requirement.
• High number of internal users. • High number of internal users. • Multiple servers being accessed.
• Densely populated virtual • Densely populated virtual • Only licensing metric available.
environments. environments.
• Majority of technologies available
• Only licensing metric available • Only licensing metric available. under this metric
31. What’s right for you?
Corporate IT External Suppliers,
Test and
User or Employee Internet Sites Patients,
Development
Device Access Partners
Per Processor /
Per Core
Server + CAL N/A
External
Connector / N/A N/A
Internet Sites
Developer /
Visual Studio N/A N/A N/A N/A
32. Dynamic Virtual Servers
Server Application License Mobility
Past Present
Re-assignment of Microsoft License Mobility removes this
server licensing restricted. restriction.
No restriction on frequency
90 days before licensing can
of movement (subject to
be re-assigned.
terms).
Reduces effectiveness of Some technologies require
virtualisation software assurance.
Increased costs as licensing Software Assurance enables
for maximum capacity was use of volume licensing
required. moving services to 3rd parties
34. Windows Server
Edition and Licensing Overview
Per Server licensing. Per Server licensing. Per Processor licensing.
CALs required. CALs required. All physical processors
1 Virtual Server 4 Virtual Servers CALs required.
Restrictions on re-assignment. Restrictions on re-assignment. Unlimited virtual servers
Suited for physical environments Suited for physical environments Restrictions on re-assignment.
License for maximum capacity in License for maximum capacity in Suited for optimised
dynamic virtual environments. dynamic virtual environment. datacentres.
External Connector licensing available for non-employee access
35. Windows Server Virtualisation
Windows Server Standard
• Windows Server Standard must be assigned to a physical server.
• Provides licensing rights for up to 1 virtual server.
• Suits simple virtual deployments.
• Windows Server Standard can be re-assigned.
• However, once re-assigned must then remain in situ for 90 days*
• Not the most optimum way of licensing dynamic virtual datacentres.
• Must license for maximum capacity
* Can be moved again before 90 days in the event of permanent hardware failure
36. Windows Server Virtualisation
Windows Server Standard
X4 X4 X4
VM1 VM1 VM1 VM1 VM1 VM1
Win Svr Win Svr Win Svr Win Svr Win Svr Win Svr
2008R2 2008R2 2008R2 2008R2 2008R2 2008R2
VM1 VM1 VM1 VM1 VM1 VM1
Win Svr Win Svr Win Svr Win Svr Win Svr Win Svr
2008R2 2008R2 2008R2 2008R2 2008R2 2008R2
Hyper-Visor Hyper-Visor Hyper-Visor
Server Server Server
Hardware Hardware Hardware
37. Windows Server Virtualisation
Windows Server Standard
X6 X4 X2
VM1 VM1 VM1 VM1 VM1 VM1
Win Svr Win Svr Win Svr Win Svr Win Svr Win Svr
2008R2 2008R2 2008R2 2008R2 2008R2 2008R2
VM1 VM1 VM1 VM1 VM1 VM1
Win Svr Win Svr Win Svr Win Svr Win Svr Win Svr
2008R2 2008R2 2008R2 2008R2 2008R2 2008R2
Hyper-Visor Hyper-Visor Hyper-Visor
Server Server Server
Hardware Hardware Hardware
38. Windows Server Virtualisation
Windows Server Enterprise
• Windows Server Enterprise must be assigned to a physical server.
• Provides licensing rights for up to 4 virtual servers.
• Windows Server Enterprise can be re-assigned.
• However, once re-assigned must then remain in situ for 90 days*
• Suits small scale virtualisation.
• Not the most optimum way of licensing dynamic virtual datacentres.
• Must license for maximum capacity
* Can be moved again before 90 days in the event of permanent hardware failure
40. Windows Server Virtualisation
Windows Server DataCentre
• Windows Server DataCentre must be assigned to physical processors.
• Minimum of 2 CPUs per Server.
• CALs are still required.
• Provides licensing rights for an unlimited number of virtual servers*
• Windows Server DataCentre can be re-assigned.
• However, once re-assigned must then remain in situ for 90 days**
• Optimum licensing model for dynamic virtual datacentres.
• Providing all physical processors are covered
** Can be moved again before 90 days in the event of permanent hardware failure
41. Optimised Virtualisation
Windows Server DataCentre
X2 X2 X2
VM1 VM1 VM1 VM1 VM1 VM1
Win Svr Win Svr Win Svr Win Svr Win Svr Win Svr
2008R2 2008R2 2008R2 2008R2 2008R2 2008R2
VM1 VM1 VM1 VM1 VM1 VM1
Win Svr Win Svr Win Svr Win Svr Win Svr Win Svr
2008R2 2008R2 2008R2 2008R2 2008R2 2008R2
Hyper-Visor Hyper-Visor Hyper-Visor
CPU CPU CPU CPU CPU CPU
Server Server Server
Hardware Hardware Hardware
42. What’s right for you
Non-Employee
Physical Simple Virtual Dynamic Virtual
Access
External Connector N/A N/A N/A
44. System Centre:
Pre 2012 Version
Standard Enterprise
SCCM Standard Server ML SCCM Enterprise Server ML
SCOM Standard Server ML SCOM Enterprise Server ML
DPM Standard Server ML SCSM Enterprise Server ML
SCVMM Enterprise Server ML DPM Enterprise Server ML
SQL Licensing SCVMM Enterprise Server ML
SQL Licensing
Other Licenses:
Management Server License e.g. SCCM, SCOM etc…
System Centre Management Suites
45. System Centre
Combined Licensing
License Type Capabilities Enhanced Rights to run
Each license covers Contains all of the Management management server
Virtual Rights
up to 2 physical System Center Manage any type of software and
processors Products supported workload supporting SQL
Server Runtime
2 OSE
Unlimited
48. SQL Legacy Versions
Licensing Overview
SQL Server 2005:
Standard and Enterprise have restrictions on license re-assignment.
Enterprise can license an unlimited number of virtual servers*
Server + CAL or Per Processor licensing.
Downgrade rights.
SQL Server 2008:
Standard has restriction on license re-assignment.
Enterprise can license an unlimited number of virtual servers*
Enterprise has license mobility rights.
Server + CAL or Per Processor licensing.
Downgrade rights.
* Providing all physical processors or server(s) are licensed
49. SQL Legacy Versions
Licensing Overview
SQL Server 2008R2:
Standard has restriction on license re-assignment.
Enterprise can license up to 4 virtual servers, per license*
DataCentre provides unlimited virtualisation*
Enterprise has license mobility rights.
Server + CAL or Per Processor licensing.
2008r2 CALs required for Server + CAL model.
Downgrade rights.
* Providing all physical processors or server(s) are licensed
50. SQL Server 2012: Edition Line Up
Enterprise Edition
Inclusive of BI features
Mission Critical
and Tier 1 Apps
Business Intelligence New
Inclusive of Standard features
Data
Warehousing
Corporate and
Private Cloud /
scalable reporting
and analytics Standard
Highly virtualised
Self service via Departmental DBs Limited BI capabilities
Power Pivot and
Large, Power View
centralised or
ext. facing BI
51. Licensing the editions:
Editions Server / CAL Per Core
Enterprise
High end Datacentre
Business Intelligence
Enterprise BI, Self Service
Standard
Departmental, Limited Scale
51
52. SQL Licensing
Licensing by the core:
SQL Core Factor Table*
Processor Type Core Factor
All processors not mentioned below 1
AMD Processors 31xx, 32xx, 41xx, 42xx, 61xx, 62xx series processors with 6 or 0.75
more cores
Single Core Processors 4
Dual Core Processors 2
* This is an example of the core factor table and how it is used to calculate core license requirements. Core factors are subject to
change .
53. SQL Server Licensing
Licensing by the core:
Physical Server Infrastructure:
Standard and Enterprise Edition.
License all physical cores in server.
Min. licensing requirement of 4 cores per CPU.
Unlimited virtualisation with Ent. Edit. +
Software Assurance.
54. SQL Server Licensing
Licensing by the core:
Virtual Server Infrastructure:
Standard and Enterprise Editions.
License virtual cores being used.
Min. of 4 virtual cores per VM.
License mobility with Software Assurance.
Hyper-threading may need to be considered.
55. SQL Server 2012:
Hyper threading
To license individual VMs using the Per Core model, customers must purchase a
core license for each v-core (or virtual processor, virtual CPU, virtual thread)
allocated to the VM, subject to a four core license minimum per VM.
Additional licenses are required when:
A single hardware thread is supporting multiple virtual cores. (A core license
is required for each v-core.)
56. SQL Server 2012:
Hyper threading
To license individual VMs using the Per Core model, customers must purchase a
core license for each v-core (or virtual processor, virtual CPU, virtual thread)
allocated to the VM, subject to a four core license minimum per VM. For licensing
purposes, a v-core maps to a hardware thread.
Additional licenses are required when:
A single hardware thread is supporting multiple virtual cores. (A core license
is required for each v-core.)
Multiple hardware threads are supporting a single virtual core. (A core
license allows a single v-core to be supported by a single hardware thread.)
57. Software Assurance Migration Grants:
What do you get?
SQL Server 2008R2 w/SA today SQL Server 2012 Rights
Standard Server/CAL
Standard Server/CAL
Enterprise Server/CAL
Enterprise Server/CAL*
Standard Per Processor # of Standard Server cores deployed at
enrollment end (min. 4)
Enterprise Per Processor # of Enterprise Server cores deployed at
enrollment end (min. 4)
DataCentre Per Processor # of DataCentre server cores deployed at
enrollment end (min. of 8 cores)
* Max. 20 cores per server – if more then must migrate to per core licensing
** DataCentre to be retired and replaced with Enterprise.
58. SQL Server 2012:
Server + CAL
Licensing the physical infrastructure:
Standard and Business Intelligence.
License each Physical Server.
License each user or device with CAL.
SQL Server 2012 CALs access any version.
Enterprise Edition available until 30th June 2012.
Maximum of 20 cores per server for SQL Ent. Edit.
59. SQL Server 2012:
Server + CAL
Licensing Virtual Servers
Standard and Business Intelligence
License each single virtual server.
License mobility with Software Assurance.
License each user or device with CAL.
SQL Server 2012 CALs access any version.
Enterprise Edition available until 30th June.
20 Core Per Server maximum for Ent. Edition
60. Summary
Multiple options available; Server + CAL, Per Processor, Per Core, pOSE, vOSE.
Virtual Server environments maybe restricted by certain licensing terms.
Server Application License Mobility removes this restriction.
Windows Server:
Physical Infrastructure – Standard or Enterprise
Virtual – DataCentre
System Centre
Licensing for all products now under two licenses.
Physical infrastructure - Standard
Virtual infrastructure - DataCentre
SQL
Per core Licensing replaces per processor.
SQL Server Enterprise available until 30th June (server + CAL).
Max 20 cores per server for SQL Server Enterprise.
Enhanced virtualisation rights.
Hyper threading may matter.
63. Software Procurement Consultancy
Software Licensing Consultancy
Proven tangible cost savings – avg. 35% over
three years for 2011 services.
Mitigate risk and removes complexity
Delivers confidence behind decisions made.
Improves vendor negotiations
64. Commercial Benchmarking Service
Technology Programme, IT Projects, Business as Usual
Major software renewal(s)
Cost Savings / Value for Money
Mergers, acquisitions & divestitures
Organisations seeking to simplify licensed estate & reduce costs
65. Current State:
Asset and Entitlement Review
Inventory and Entitlement
Product usage – how is it used?
Reconciliation
Report
Microsoft Effective Licensing Position
66. Current State and Future State:
Business Allignment:
Current state of technology platforms.
Optimisation assessments.
Business objectives.
Identify technology requirements.
Create 3-6 Year Microsoft Roadmap
67. Resourcing:
Commercial Benchmarking Review:
Product and Agreement analysis.
Technology and Business Objectives
Considerations, Impacts and Risks.
Exhaustive compilation of procurement options.
Spend profile over three to six years.
Chosen solution aligned to the technology and business objectives.
68. Areas of analysis
• Licensing Entitlement
• Strategic Objectives
• User Profiling
– Requirement per user type
– Product types
• Desktop Strategy
– Remote Access
– Consumerisation / BYOD
– VDI
• Wintel Strategy
– Virtualisation
– Windows
– SQL
– System Centre
– Client Access
• Agreement types
– Annual / Subscription / Perpetual / Maintenance / Transactional / Specialist
69. Negotiation
Establish Team and Timetable.
Understand your licensing position.
Clear technology roadmap.
Spend profile over three to six years.
Review all existing contracts.
Determine your leverage.
70. Proven Track Record: Public Sector
Merger of Council and PCT NHS
Understanding of entitlement, usage and future strategy for all
Defined strategy and £1m+ saving for Shared Service
Licensing strategy to support technology objectives.
Confidence that software is now being procured in the best way.
£1.6m saving over three years
Restructured EA into subscription Agreement and Select Purchase
£120k Saving over 3years, 47% Saving
Business plan justification for future technologies deployed
£494k saving on new MS Enterprise Subscription Agreement
27% tangible savings demonstrated