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Understanding Microsoft’s
Server Product Licensing
in a Virtualized Environment
Microsoft TechNet
for IT Managers
| Virtualization
Microsoft Licensing
in 10 minutes
License types
• OEM: sold with PC (or server)
– Limited rights: no downgrade, no imaging, no hardware
transfer, no language-switch, no MS support, not usable on
Terminal Server.
– Cheaper (?)
• Retail
– Limited rights: no downgrade, no imaging, no languageswitch, not usable on Terminal Server. But transferrable
– Expensive (?)
• Volume license:
– Many rights: downgrade, imaging, language-switch, transfer.
– Extra: spread payment possible, simple management,
maintenance (Software Assurance)
License types
• OEM: sold with PC (or server)
– Limited rights: no downgrade, no imaging, no hardware
transfer, no language-switch, no MS support, not usable on
Terminal Server.
– Cheaper (?)
• Retail
– Limited rights: no downgrade, no imaging, no languageswitch, not usable on Terminal Server. But transferrable
– Expensive (?)
• Volume license:
– Many rights: downgrade, imaging, language-switch, transfer.
– Extra: spread payment possible, simple management,
maintenance (Software Assurance)
Volume Licensing – basic options
Buy Licenses
Buy Licenses over 3y
Rent Licenses over 3y
SMB
Open License
Open Value
Open Value Subscription
Enterprise (>250 PC’s)
Select Agreement
Enterprise Agreement
Enterprise Agreement
Subscription
Characteristics
SA optional
‘A la carte’ choice
SA included
Customer chooses standard
desktop
Spread payment of License + SA
SA included
Customer chooses standard
desktop
Annual payment of rental fee
(buy-out optional)
Cost = cost, OPEX
Upfront payment of total cost
Cost = investment, CAPEX
Cost = investment, CAPEX
1. Open License (Select)
“Buy software when you need it”
• 2 year contract
• One-time payment of total cost
• Software Assurance optional
• As of 5 licenses
• Per legal entity
2. Open Value (EA)
“Buy software per standard PC”
• Practically
– Choose standard PC:
1.
2.
3.
Windows upgrade
Office Small Business, Pro Plus or Enterprise
SBS CAL, EBS CAL, Core CAL or Entreprise CAL Suite
– If company-wide: extra discount
•
•
•
•
•
•
3 year contract
Spread payment of total cost
Software Assurance incl
As of 5 PC’s
Additional products available
Possible for ‘group of’ companies
discount if all 3
Enterprise CAL Suite
“Base” CAL
“Enterprise” CAL
(addititive)
Core CAL Suite
Windows Server CAL
Exchange Server Std CAL
Exchange Enterprise CAL
Office SharePoint Server Std CAL
SharePoint Server Enterprise CAL
System Center Config Mgr Client ML
Office Communications Server Std CAL
System Center Operations Mgr Client ML
Windows Rights Mgmt Services CAL
Forefront Security Suite
8
Office Communications Server Ent CAL
3. Open Value Subscription (EA Subscription)
“Rent software per standard PC”
• Practically
– Always company-wide
– Choose standard PC:
1.
2.
3.
•
•
•
•
•
•
Windows upgrade
Office Small Business, Pro Plus or Enterprise
SBS CAL, EBS CAL, Core CAL or Entreprise CAL Suite
3 year contract
Spread payment of rental cost
Software Assurance incl
As of 5 PC’s, yearly count can go up or down
Additional products available
Possible for ‘group of’ companies
discount if all 3
Summary
• Open/Select:
– SA optional
– Simplicity: buy NOW, buy what/when you use
– Difficult management
• Open Value/EA:
–
–
–
–
SA included
Spread over 3 year
Discount for standardization
Simple management
• Open Value Subscription/EAS
–
–
–
–
–
SA included
Spread over 3 year
Discount for standardization
Simplest management, evolves with company size
Cheapest solution first 5.x years
Software Assurance
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Upgrade rights to new version
Predictable cost, easy budgetting
Office Home Use Program
e-Learning
Training Vouchers
Employee Purchase program (EPP)
Windows Pre-installation Environment (WinPE)
Problem resolution support
TechNet Plus subscription
Cold back-up server
Access to Step-Up SKU’s
Access to Desktop Optimization Pack (incl Softgrid)
Simple management
Exclusive version: Vista Enterprise
11
The story on CAL’s
• Server + CAL model
• External connector option
• Device CAL’s versus User CAL’s
Product Licensing
• “Microsoft Licensing is difficult to understand”
– Licensing – “How can a professional organisation acquire
its software licenses” – is relatively simple
– Product Licensing – ‘What can I do with the software for
which I have a license?’ or ‘What licenses do I need to put
together this infrastructure’ is more difficult and evolves
quickly.
• Sources of information:
– Volume License Briefs
At www.microsoft.com/licensing/resources/volbrief.mspx
– ‘How to Buy’ pages
Microsoft
Virtualization
Products
A comprehensive set of virtualization products, from the data center to desktop
assets – both virtual and physical – are managed from a single platform
Server Virtualization
Presentation
Virtualization
Management
Desktop
Virtualization
Application
Virtualization
WINDOWS SERVER 2008 FEATURES BY EDITION
Web
Standard
Server Core
Web +
• IIS7
• Print
• SharePoint
Services
• Basic Media
Services
• Virtualization
• Bitlocker
• .Net
Framework
• 4 cpu
• RAM
• x64: 32 GB
• x86: 4GB
• File
• TS: 250 Con.
• Powershell
• AD, RODC
• DNS, DHCP
• WSRM
• RMS
• NAP
1
• SUA
• NLB
• WDS
Enterprise
Standard +
Datacenter
Enterprise +
For Itanium
Based Systems
• 8 cpu
• x64: 64 cpu
• 64 cpu
• RAM
• x86: 32 cpu
• Hot add cpu
• x64: 2 TB
• Hot add cpu
• Hot replace
• x86: 4GB
• Hot replace
cpu
• Hot add
cpu
• IIS7
• Fault tolerant • RAM
• Server core
mem synch
• x86: 128GB
• 8-node cluster
• 16 node cluster • Hot replace
• Fault tolerant
• Cross-file
mem synch
replication
• Cross-file
Virtualization
Use Rights replication
• TS: 65k Con.
• Adv. Identity
• .Net
4
Unlimited
Unlimited
Mngmnt
Framework
• Full media
• WSRM
• SUA, NLB
Hyper-V & Windows Licenses
• Hyper-V Server 2008
– Each guest OS requires a license
• Windows Server 2008 Standard Edition
– 1 License for Virtual Machine included
• Windows Server 2008 Enterprise Edition
– 4 Licenses for Virtual Machines included
• Windows Server 2008 DataCenter Edition
– ∞ Licenses for Virtual Machines included
Included Virtual Licenses
CPU based Licensing
(1 multicore = 1 CPU)
More interesting when
able to have 3 or more
VM per CPU
Physical  Virtual
Basic Differences in licensing
Physical
Virtual
• License required when
software installed
• License required
– OS
– Applications
• Exception:
– COLD stand-by in Software
Assurance
– Per “running instance”
– OS
– Applications
Virtualization User Rights
Independent of
virtualization
technology
4 Server Licenses
for Virtualisation
Each “Assigned”
Enterprise License on
Host
1/4/Unlimited Virtual Licenses
• Virtual license bound to “physical” license
– No split possible
• Need # Virtual licenses as MAXIMUM # instances
that might run
– Per box
• Licenses can be transferred to other hardware
– Dismissal of host
– After 90 days for OS, instantly for Server Apps
– Not with OEM Licenses
Virtualization User Rights
Independent of
virtualization
technology
Unlimited Server
Licenses for
Virtualisation
Each “Assigned”
Datacenter License on
Host
CPU based licensing
Applications with CPU based licensing
Server Virtualisation – rules of thumb
• Windows Server Host OS often gives right to some
free Guest OS’es
• For Application Servers licensed ‘per CPU’, you only
need to count virtual CPU’s in the VM
• Microsoft only requires license for running instances
of an OS or application
• All our licensing rules with regards to virtualisation are
independent of Virtualisation Technology
• Also OEM licenses give virtualisation rights, but
remain linked to hardware
Server Application Re-assignment
• Sept 1 announcement: ‘Microsoft waives the 90 day rule on license reassignment’
• Details:
–
–
–
–
–
For application server only
Only for Volume Licensing
Within a limited time zone
Allows easier VM swapping to other hardware
Independent of virtualization technology used
• Rule of thumb: if a customer moves a running instance of a virtualized
server application to other hardware, he can do so freely, but needs to
check on the server OS licenses.
• Read the Licensing Brief ‘Application Server License Mobility’ on
www.microsoft.com/licensing/resources/volbrief.mspx
26
Microsoft
Virtualization
Products
A comprehensive set of virtualization products, from the data center to desktop
assets – both virtual and physical – are managed from a single platform
Server Virtualization
Presentation
Virtualization
Management
Desktop
Virtualization
Application
Virtualization
System Center Licensing
Server + Management License (ML)
Server: Used to manage other
system or devices and required as
head Node for each System Center
Server Product
Server
Server Management
License
Client Management
License
Management License (ML):
Required for each
instance of the Operating System
that is managed
Management
Server
System Center Licensing
2 Editions of Server Mgmt
Client Management
License
Server Management
License
OpsMgr Server
ConfigMgr Server
OpsMgr OML
ConfigMgr Server ML
OpsMgr Client OML
SCCM Client CML
DPM Server
SCDPM Server ML
Enterprise Edition is
designed for customers
who need comprehensive
server application across
physical and virtual server
environments
Standard Edition is
designed for customers
who only need platform
management for nonvirtualized servers
Standard ML  Enterprise ML
Using SCOM as example
Oracle
OSE
OSE
SQL
Exchange
OSE
OSE
SQL
Exchange
OSE
OSE
OSE: Operating System Environment
Oracle
OSE
SQL
Exchange
OSE
SQL
Exchange
OSE
System Center Management Suites
Client Management
License
Server Management
License
Management
Server
New Enterprise Server Management Suites
OpsMgr OML ConfigMgr Server ML SCDPM Server ML Virtual Machine Mgr
Server Management Suite Enterprise
Complete Server
Management
Priced equivalent
to 2 System
Center products
Virtualization
friendly
($/physical server)
Only way to
purchase System
Center Virtual
Machine Manager
SC Management Licenses Suites
Calculation Exercise
Std DPML - €100
Std Mngmt Suite
(O + C + DP)
€200
Std CML - €100
Std OML - €100
OSE
OSE
Ent DPML - €300
Ent Mngmt Suite
(O + C + DP)
+ VMM (exclusive)
€600
Ent CML - €300
Ent OML - €300
OSE
Symbolic Prices
OSE
SC Management Licenses
Independent of
virtualization
technology
Virtualization
Ent DPML
Ent DPML
Ent DPML
Ent DPML
Ent CML
Ent CML
Ent CML
Ent CML
Ent OML
Ent OML
Ent OML
Ent OML
Ent Mngmt
Suite
(O + C + DP)
+ VMM
Ent OML
Ent Mngmt
Suite
(O + C + DP)
+ VMM
Ent OML
Ent DPML
Ent Mngmt
Suite
(O + C + DP)
+ VMM
Ent CML
Ent OML
OSE
OSE
Microsoft
Virtualization
Products
A comprehensive set of virtualization products, from the data center to desktop
assets – both virtual and physical – are managed from a single platform
Server Virtualization
Presentation
Virtualization
Management
Desktop
Virtualization
Application
Virtualization
Store Centrally - Run Locally
• Diskless PC and Remote Boot
– OS & Applications run locally
– Windows Vista Enterprise for Diskless PC
• 4 concurrent running Windows / device
• Part of Windows Vista Enterprise
Store Local – Run Local Alternative
• Virtual Machines
– Using Virtual PC 2007
– 4 ‘free’ licenses for desktop OS with Vista Enterprise
Store & Run Centrally - VECD
• Vista Enterprise Centralized Desktops
• Windows Vista runs on Server
• Client can be PC or Thin client
VECD Licensing
• Annual Subscription
– For PC: in addition of SA
– For Thin client: includes SA
• Install & store unlimited
– Also downgrade
– Only Running Instances require Licenses
• Use up to 4 concurrent per device
• Does NOT include application license
– Office, ...
– Required per licensed device
Microsoft
Virtualization
Products
A comprehensive set of virtualization products, from the data center to desktop
assets – both virtual and physical – are managed from a single platform
Server Virtualization
Presentation
Virtualization
Management
Desktop
Virtualization
Application
Virtualization
Terminal Services
• Device or User CAL
– Windows Server CAL required as well
• Application Software license required per device
that CAN access the TS environment
– Reflexes CALs
– Application License needs to be through Volume
License Agreement
• CITRIX: TS CALs are always required
– Same Application Software Licensing rules apply as on
native TS
Microsoft
Virtualization
Products
A comprehensive set of virtualization products, from the data center to desktop
assets – both virtual and physical – are managed from a single platform
Server Virtualization
Presentation
Virtualization
Management
Desktop
Virtualization
Application
Virtualization
Softgrid
• Desktop License exclusive in MDOP
– Microsoft Desktop Optimization Pack
– On top of Software Assurance
• Terminal Server License
– Sold through licensing programs
• Application Software License
– Required for every device that can access the
Softgrid back-end
– If Softgrid over TS then 1 license per device
What we’ve seen
• General overview on acquiring licenses
–
–
–
–
Buy
Buy over 3y
Rent over 3y
Value of Software Assurance
• CAL – Core CAL – Enterprise CAL Suite
• Product Licensing
• Licensing in a Virtual World
– Server virtualisation
– System Center Licensing
– Terminal Server, Softgrid, Virtual PC