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    LICENSING MANAGEMENT SERIES

    A Guide to Assessing Windows Server LicensingJuly 2010

    References 1

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    4ontents

    Windows Server Licensing Requirements........................................................................................

    Server or )rocessor Licensing&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&

    4lient Access Licensing&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&

    4AL e7ceptions&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&

    4ounting =our 4ALs&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&

    Get .A) us$ge d$t$ $nd convert to $ 4AL count&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&

    .$-e m$nu$l $dustments&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&

    References.........................................................................................................................................

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    Windows Server Licensing Re%uirements

    Accessing Windows Server softw$re re%uires two licenses5

    ? Server or )rocessor Licensing

    ? 4lient Access Licensing

    Server or )rocessor Licensing

    =ou c$n license Windows Server 3y server or 3y processor&

    ? Per-server model.A server license entitles you to run one inst$nce of Windows Server on $ given server&

    A runninginstanceis defined $s lo$ding Windows Server into memory $nd e7ecuting one or more of its

    instructions&

    ? Per-processor model.A processor license entitles you to run Windows Server on $ given processor& ,$ch

    server will h$ve one or more processors&

    Windows Server softw$re m$y run only on $ licensed server&

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    4AL e7ceptions

    =ou do not need $ 4AL to $ccess Windows Server in the situ$tions descri3ed 3elow& 'The di$gr$m m$y help

    you 3etter underst$nd these e7ceptions $nd when youd need $ 4AL&+

    ? :f Windows Server is $ccessed through

    the :nternet $nd is not $uthentic$ted or

    otherwise individu$lly identified 3y the

    server softw$re or 3y $ny other me$ns&

    ? :f users or devices $re $ccessing

    Windows We3 Server or Windows

    Server (ound$tion&

    ? :f e7tern$l users 'those who $re not

    employees or onsite contr$ctors or

    $gents+ $re $ccessing the inst$nces of

    server softw$re on $ physic$l server to

    which you h$ve $ssigned $ Windows

    Server ,7tern$l 4onnector license&

    ? :f up to two devices or users $ccess

    your inst$nces of the server softw$re

    only to $dminister those inst$nces&

    ? To indirectly $ccess $ Windows Server

    th$t is used only to service $nd m$n$ge

    virtu$l inst$nces of other server types&

    (or inst$nce" if Windows Server 200# is3eing used solely $s $ hypervisor for

    Windows Server 200!" you only need

    Windows Server 200! 4ALs" even

    though you $re indirectly $ccessing

    Windows Server 200#&

    'oteThese e7ceptions $pply only to Windows Server 4ALs& :f you $re running other server softw$re with

    Windows Server th$t re%uires its own 4AL" the e7ceptions m$y not $pply to th$t softw$res 4AL re%uirements&

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    ? Window Server ,7tern$l 4onnector ',4+ licenses for e$ch server th$t e7tern$l users $ccess 3oth directly

    $nd indirectly& This elimin$tes the need to m$n$ge 4ALs for e7tern$l users" $nd m$y 3e che$per th$n

    individu$l *ser 4ALs if you h$ve m$ny e7tern$l users&

    ,4 licenses include the following re%uirements5

    ? =ou c$n $c%uire $ Windows Server ,4 license in pl$ce of 4ALs for e$ch physic$l server th$t e7tern$l

    users $ccess& The ,4 license $pplies to the entire server reg$rdless of the num3er of Windows Server

    3$sed virtu$l m$chines running on it&

    ? ,4s m$y 3e re$ssigned to other servers in the s$me d$t$ center" 3ut unli-e server licenses $nd 4ALs"

    they m$y 3e re$ssigned to other servers $s often $s needed&

    ? =ou m$y use $n ,4 license with $n e$rlier version of the server softw$re" provided the version is no e$rlier

    th$n Windows 2000& ue to technic$l incomp$ti3ility" the Termin$l Server $nd Remote es-top Services

    ,7tern$l 4onnector licenses c$nnot 3e used with e$rlier versions&

    (or more inform$tion" re$d the ,7tern$l 4onnector Licensing

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    &AL Suites

    The .icrosoft 4ore 4AL Suite $nd .icrosoft ,nterprise 4AL Suite include rights th$t $re e%uiv$lent to Windows

    Server 4ALs& The ,nterprise 4AL Suite $lso includes rights th$t $re e%uiv$lent to $ R.S 4AL& The version of

    Windows Server th$t your 4AL suite licenses you to $ccess depends on the l$st d$te of Softw$re Assur$nce

    cover$ge for your 4AL suite&

    (or more inform$tion on 4AL Suites" ple$se see Licensing the 4ore 4AL Suite $nd the ,nterprise 4AL Suite&

    Licensing for 4ommon Windows Server *se 4$ses

    St$nd$lone Windows Server

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    =ou do not re%uire 4ALs for $n :nternetf$cing we3 server if users $re $ccessing it through $n :nternet

    connection $nd not 3eing uni%uely identified or $uthentic$tedF ,7tern$l 4onnectors or 4ALS $re re%uired when

    users or devices $re individu$lly or uni%uely identified& Loc$l networ- $ccess to $ Windows Server system

    re%uires $ 4AL" $nonymous or not&

    Applic$tion Server

    The Applic$tion Server role of Windows Server provides $n integr$ted environment for deploying $nd running

    server3$sed 3usiness $pplic$tions" whether they $re .icrosoft or thirdp$rty $pplic$tions& An Applic$tion

    Server using Windows Server 200# re%uires server or processor licenses depending on the edition&

    Addition$lly" users or devices $ccessing $n $pplic$tion server re%uire 4ALs&

    When $ server is not en$3led with the Applic$tion Server role 3ut is running Windows Server $nd .icrosoft

    ,7ch$nge Server" SDL Server softw$re" or $nother .icrosoft or thirdp$rty $pplic$tion" Windows Server license

    $nd 4AL re%uirements still $pply&

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    Bow to Assess =our Licensing Re%uirements

    To help you $ssess licensing re%uirements for Windows Server 200!" Windows Server 200! R2" Windows

    Server 200#" $nd Windows Server 200# R2" .icrosoft h$s developed $ Softw$re *s$ge Tr$c-er& )$rt of the.icrosoft Assessment $nd )l$nning '.A)+ Tool-it /&0" it collects $nd reports server $nd client use of common

    deployments of Windows Server St$nd$rd" Windows Server ,nterprise" $nd Windows Server $t$center&

    Loo- for guid$nce on $ssessing licensing re%uirements for Windows We3 Server in the ne7t edition of this

    document& .A) h$s not 3een tested for use with Windows Server for :t$niumH$sed Systems $nd Windows

    Server (ound$tion" so these products $re omitted&

    :n this section" youll find step3ystep instructions to help you gener$te us$ge reports $nd e7pl$in specific$lly

    how to use them to help determine your Windows Server licensing o3lig$tions& =oull t$-e four 3ro$d steps5

    1& Setting up your .A) sc$n

    2& Gener$ting $ Windows Server license report

    !& 4ounting your server or processor licenses5 3$sic $nd $dv$nced

    >& 4ounting your 4ALs

    4ompleting this $ssessment re%uires networ- $dministr$tion e7pertise $nd permissions $s well $s licensing

    e7pertise& :f licensing compli$nce $nd networ- $dministr$tion responsi3ilities f$ll to different people in your

    org$ni@$tion" they will need to wor- together to complete this $ssessment correctly&

    'ote:t is import$nt to underst$nd th$t the Softw$re *s$ge Tr$c-er only provides $ softw$re us$ge reportF it

    does not cre$te $ licensing report& And $lthough the guid$nce offered in this section m$y 3e helpful" it is not

    definitive& :t does not repl$ce or supersede your use rights $s leg$lly defined in your )*R document&

    Step 1 Setting *p =our .A) Sc$n

    :n this first step" you will tell .A) wh$t to sc$n& To complete it" you need server $dministr$tion e7pertise $nd

    permissions&

    1 ownlo$d the .A) Tool-it /&0 from http566www&microsoft&com6m$p

    /& To configure your .A) deployment" follow the Getting Started Guide$nd SoftwareUsage Tracer Guide

    instructions 3uilt into the .A) /&0 Het$ inst$ll$tion&

    Guidelines for $ more $ccur$te us$ge count:f licensing compli$nce f$lls to others in your org$ni@$tion" you m$y w$nt to wor- with them to m$-e sure you

    consider the points 3elow in the sc$n you set up&

    *")e sure !our configur"tion is complete. .A) only sc$ns us$ge on servers $nd networ- segments

    identified during configur$tion& :ncomplete configur$tion will give you incomplete results&

    http://www.microsoft.com/maphttp://www.microsoft.com/map
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    .$-e sure your .icrosoft

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    K& *nder Softw"re Us"ge Summ"r!" clic- Windows Server&

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    I& :n the Actionsp$ne" clic- 1ener"te Reportto cre$te $ .icrosoft

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    Windows Server 200# R2 ,nterprise ,nterprise K>3it 2

    Windows Server 200! ,nterprise 7K>

    ,dition

    ,nterprise 2

    4ount server or processor licenses5 $dv$nced method

    (irst" youll gener$te $ report th$t will give you the num3er of $ctive $nd in$ctive virtu$l m$chines of e$ch

    version of the oper$ting system& Then youll count the server or processor licenses for e$ch edition of Windows

    Server in your environment&

    &ount virtu"l m"c$ines

    (ollow these steps to determine if you $re running Windows Server on virtu$l m$chines&

    1 :n the Softw$re *s$ge Tr$c-er" clic- #nventor! "nd Assessment&

    10& *nder %iscover! "nd Re"diness" clic- 2irtu"l *"c$ine %iscover!&

    11& :n the Actionsp$ne" clic- 1ener"te Report&

    12& 4lic- 2iew" $nd then clic- S"ved Reports "nd Propos"lsto open the ;. Report spre$dsheet&

    The Host Summ"r! t$3 shows how m$ny ;.s '1uest *"c$ines+ e$ch physic$l server hosts& :t

    counts 3oth $ctive $nd in$ctive ;.s" $lthough you only need to count '$nd license+ $ctive ;.s&

    The Host "nd 1uest %et"ilst$3 provides det$ils for e$ch ;. running on e$ch server&

    1!&

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    1>&

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    1I& (rom the Pivot T"0le 7ield List" dr$g 2irtu"l *"c$ine '"meinto the 2"lues$re$&

    (or e$ch physic$l server shown on the left" youll see the num3er of $ctive $nd in$ctive ;.s in e$ch

    version of the oper$ting system&

    ("mple:n the e7$mple 3elow" Windows Server 200# ,nterprise is running eight $ctive ;.s whose l$testversion is Windows Server 200#& :f the physic$l oper$ting system is5

    ? *sed only $s the hypervisor" the license count is #;.s6>" which me$ns you would need two licenses&

    ? Running $ wor-lo$d in $ddition to hosting the ;." then the license count is ;.s6>" which" $fter rounding

    up" me$ns you would need three licenses&

    &"lcul"te !our Windows Server St"nd"rd licenses

    =ou need $ Windows Server St$nd$rd license of the s$me or l$ter version for e$ch physic$l m$chine or $ctive

    virtu$l m$chine&'Altern$tively" you c$n license servers running Windows Server St$nd$rd with Windows Server

    ,nterprise or $t$center licenses 3y counting licenses $s descri3ed in those sections 3elow&+

    Write t$e num0er"nd c"lcul"te

    A Bow m$ny physic$l server inst$nces do you h$ve

    8 Bow m$ny physic$l server inst$nces $re used only to m$n$ge

    Windows Server ;.s

    &'A M H+9

    % Bow m$ny $ctive ;.s do you h$ve '=ou need $ St$nd$rd license for

    e$ch ;.&+

    '4 N + 9 num3er of Windows Server St$nd$rd licenses you need

    &"lcul"te !our Windows Server nterprise licenses

    =ou need $ Windows Server ,nterprise license of the s$me or l$ter version for e$ch physic$l server running upto four $ctive virtu$l m$chines&'Altern$tively" you c$n license servers running Windows Server ,nterprise with

    Windows Server $t$center licenses 3y counting licenses $s descri3ed in the $t$center section 3elow&

    Although $ single Windows Server ,nterprise license gives you rights to four ;.s" you must deploy $ll four on

    the s$me physic$l server& (or e7$mple" if you h$ve two $ctive ;.s on $ server licensed with Windows Server

    ,nterprise" you c$nnot deploy $nother two ;.s on other physic$l servers using the s$me ,nterprise licenseF

    you would need to $c%uire $nother ,nterprise license to do so&

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    The c$lcul$tion instructions 3elow t$-e this re%uirement into $ccount&

    7or e"c$ server9 Write t$e num0er "nd c"lcul"te

    A Bow m$ny $ctive ;.s do you h$ve on this server

    8 :s the physic$l Windows Server inst$nce doing $nything

    3esides m$n$ging ;.s '4hec- this on the server&+

    =,S Add 1 to A&

    E< o nothing

    & 'A N H+6> 9

    % :s this $ whole num3er =,S This is the num3er of Windows Server

    ,nterprise licenses you need for this server&

    E< Round up to the ne7t whole num3er to get the

    num3er of Windows Server ,nterprise licenses

    you need for this server&

    Repe$t the steps $3ove for e$ch Windows ,nterprise

    ,dition server& Add the v$lues in '+ to get the tot$l num3er

    of licenses you need&

    &"lcul"te !our Windows Server %"t"center licenses

    =ou need $ Windows Server $t$center license for e$ch physic$l processor which entitles you to run $n

    unlimited num3er of virtu$l m$chines& To count licenses" youll cre$te $n ,7cel pivot t$3le $s you did to count

    ;.s&

    1 :n the 2* Reportspre$dsheet" on the Host "nd 1uest %et"ilst$3" clic- $ny cell within the d$t$ t$3le" $nd

    press &trl NA to select the whole t$3le&

    1#&

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    21& 4lic- the down $rrow $nd chec-Windows Server %"t"center 'or the edition with which you w$nt to

    license $t$center+&

    22& r$g theP$!sic"l Server or *"n"gement P"rtition 5per"ting S!stemfield to the Report 7ilter$re$&

    2!& r$g P$!sic"l Server '"meinto the Row L"0els$re$&

    2>& r$g P$!sic"l Server 'um0er of Processorsinto the Row L"0els$re$&

    The num3ers under e$ch host n$me on the left give the num3er of processors for e$ch physic$l server

    running Windows Server $t$center& This e%u$ls the num3er of Windows Server $t$center licenses you

    need&

    Step > 4ounting =our 4ALs

    There $re two steps to counting 4ALs& (irst you get the us$ge d$t$ from the .A) sc$n $nd convert the us$ge

    num3ers into $ license count& Then you m$nu$lly correct the license count for situ$tions th$t .A) c$nnot tr$c-&

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    'ote4hec-Guidelines for $ more $ccur$te us$ge countto confirm th$t youve done everything you c$n to

    prep$re for $n $ccur$te sc$n&

    Get .A) us$ge d$t$ $nd convert to $ 4AL count1 :n the Softw$re *s$ge Tr$c-er" clic- Softw"re Us"ge Summ"r!&

    2/& The &om0inedProduct %istinct Us"get$3le shows the num3er of uni%ue users $nd devices th$t h$ve

    $ccessed Windows Server3$sed servers sp$nning $ll products configured for 0 d$ys&

    4ALs c$n 3e re$ssigned every 0 d$ys" so ev$lu$ting use over the p$st 0 d$ys determines how m$ny

    4ALs you need currently&

    2K& 4lic- &onfigure &om0ined Productsto m$-e sure th$t $ll the products you h$ve deployed were included

    in the com3ined products count&

    :f they were not" chec- $ll the product n$mes& 4lic-ing S"ve$utom$tic$lly upd$tes the com3ined us$ge

    results&

    2I& 4onvert the us$ge num3er into $ license count&

    The num3er of 4ALs you need e%u$ls the num3er of your users or devices" whichever is less& =ou

    need *ser 4ALs to license users $nd evice 4ALs to license devices&

    =ou m$y license Windows Server with $ com3in$tion of user $nd device 4ALs if th$t would reduce the

    tot$l num3er of 4ALs you need" 3ut you must c$lcul$te th$t m$nu$lly&

    The version of Windows Server 4ALs must 3e to the s$me $s or l$ter th$n the version of Windows

    Server you h$ve deployed& The e7ception5 you m$y use Windows Server 200! $nd Windows Server

    200# 4ALs for their respective R2 servers& 'Eo versionspecific 4ALs for Windows Server R2 versions

    $re $v$il$3le&+

    ("mpleThe Softw$re *s$ge Tr$c-er $utom$tic$lly disc$rds duplic$te entries& So" if person A $ccesses

    Windows Server $nd Sh$re)oint Server 'which $lso $ccesses Windows Server+ $nd person H $ccesses

    Window Server $nd ,7ch$nge Server" .A) does not report four users 'one for e$ch $pplic$tion $ccess+&

    :nste$d" it t$-es into $ccount users who $ccess more th$n one server or $pplic$tion so th$t uni%ue users $re

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    only counted once& :n this e7$mple then" the 4om3ined )roduct istinct *s$ge reports two Windows Server

    users&

    .$-e m$nu$l $dustmentsAfter you h$ve $ 4AL count from the Softw$re *s$ge Tr$c-er" review the speci$l c$ses 3elow to m$-e sure the

    count $ccur$tely reflects your use&

    *ultiple "ccounts for one user.=ou need ust one *ser 4AL for $ user no m$tter how m$ny $ccounts he or

    she h$s&

    S$"red "ccounts.Two users who $ccess $ server running Windows Server through the s$me $ccount re%uire

    two *ser4ALs&

    &om0ined &AL "nd & licensing. .A) does not detect com3ined 4AL $nd ,4 licensing for client $ccess" so

    you must count these m$nu$lly&

    Access 0etween Windows Servers.

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    References

    ? .icrosoft Assessment $nd )l$nning tool-it5 microsoft&com6m$p

    ? Windows Server 200# R2 ,ditions5microsoft&com6windowsserver200#6en6us6editions&$sp7

    ? Windows Server 200# R2 Licensing ,2446WindowsOServerO200#O;irtu$lOTech;LOHriefJ$nO0&doc7

    The l$test version of this document is $v$il$3le from5

    ? http566www&microsoft&com6licensing6$3outlicensing6client$ccesslicense&$sp78t$39!

    P 2010 .icrosoft 4orpor$tion& All rights reserved&

    This document is for inform$tion$l purposes only& .:4R