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Trustmarque:
NHS Microsoft Licensing Workshop


Martin Dolan, Software Procurement Consultancy
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
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.
End User Computing
Microsoft Licensing Fundamentals:
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.
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.
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
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
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)!!
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.
Flexible Working / Bring Your Own Device (BYOD)
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
Technology Platforms




 Presentation
 Virtualisation

                     R2



    Desktop
    Virtualisation        Application
                          Virtualisation
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
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
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
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
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
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
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.
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.
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
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.
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.
Microsoft Server Licensing Fundamentals
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.
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!
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
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.
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
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
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
Technology Licensing:
   Windows Server
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
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
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
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
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
Optimised Virtualisation
Windows Server Enterprise




     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
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
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
What’s right for you


                                                                   Non-Employee
                     Physical   Simple Virtual   Dynamic Virtual
                                                                      Access




External Connector     N/A           N/A               N/A
Technology Licensing:
    System Centre
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
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
Technology Licensing:
        SQL
SQL Server
Legacy Versions
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
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
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
Licensing the editions:



                 Editions     Server / CAL    Per Core

Enterprise
High end Datacentre


Business Intelligence
Enterprise BI, Self Service

Standard
Departmental, Limited Scale




                                             51
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 .
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.
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.
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.)
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.)
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.
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.
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
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.
Q&A
Microsoft Commercial Benchmarking Service:
Our approach
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
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
Current State:




Asset and Entitlement Review
   Inventory and Entitlement
   Product usage – how is it used?
   Reconciliation
   Report
   Microsoft Effective Licensing Position
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
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.
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
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.
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
Thank You…



…Questions


Martin Dolan, Software Procurement Consultancy
Martin.dolan@trustmarque.com

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End User Computing & Server Licensing Slides - Nhs Microsoft Licensing Workshop

  • 1. Trustmarque: NHS Microsoft Licensing Workshop Martin Dolan, Software Procurement Consultancy
  • 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.
  • 4. End User Computing Microsoft Licensing Fundamentals:
  • 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.
  • 11. Flexible Working / Bring Your Own Device (BYOD)
  • 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
  • 13. Technology Platforms Presentation Virtualisation R2 Desktop Virtualisation Application Virtualisation
  • 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
  • 33. Technology Licensing: Windows Server
  • 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
  • 39. Optimised Virtualisation Windows Server Enterprise 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
  • 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
  • 43. Technology Licensing: System Centre
  • 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.
  • 61. Q&A
  • 62. Microsoft Commercial Benchmarking Service: Our approach
  • 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
  • 71. Thank You… …Questions Martin Dolan, Software Procurement Consultancy Martin.dolan@trustmarque.com