end user computing & server licensing slides - nhs microsoft licensing workshop

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 tied to the machine.

• Downgrade rights available.

• Cannot use for virtual desktop deployments.

• Software Assurance can be attached.

OEM Volume Licensing (License Only)

• Upgrade only license.

• Must have a qualifying base OS.

• Licensing can be transferred and downgraded.

• Ideal for imaging.

• Cannot be used for virtual desktop deployments.

Volume Licensing with Software Assurance

• Access to Enterprise features.

• Ability to attach MDOP.

• One option for virtual desktop deployments.

• Enterprise becomes OEM’d if SA ceases.

End User Computing Licensing Fundamentals: Applications

Applications

• OEM tied to the machine.

• Downgrade rights not available.

• Cannot use for virtual desktop deployments.

• Cannot be used for remote access.

• Software Assurance can be attached.

OEM Volume Licensing

• License must be assigned to a physical device.

• Can be re-assigned but does have restrictions.

• Downgrade rights.

• Can be deployed from the DataCentre to a corporate device.

• Portable Use Rights may apply.

Volume Licensing with Software Assurance

• Access to latest versions.

• Enables extended roaming use rights.

End User Computing Licensing Fundamentals: Client Access Licenses

Client Access Licenses (CALS)

• Assigned to a physical device.

• One CAL required to access many servers.

• Can be used for internal and external parties.

• Ideal for environments where there are more users than devices.

• NHS allocation provide device CALs

Device User

• Assigned to a user.

• One CAL per user required to access many servers.

• Can be used for internal and external parties.

• Required for remote access or VDI from non-corporate device

CAL Suites

• Mandatory Software Assurance.

• Access to latest versions.

• Cost effective way to acquire CALs

CAL Suite?

Network Infrastructure

Collaboration

SharePoint Enterprise CAL

Exchange Enterprise CAL

Lync Enterprise CAL

Forefront UAG CAL

Management Security

SC Client Management Suite Windows RMS CAL

Forefront Protection Suite SL

Windows Server CAL SharePoint Standard CAL

Exchange Standard CAL

SC Configuration Manager CML

Lync Standard CAL

SC Endpoint Protection

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:

Environment requires tight control

IT chosen devices

IT managed devices

Basic Access to additional personal

devices

Limited personal devices

Smartphones, Tablets,

Slates etc…

Access to corporate IT services via Internet

Any device, anywhere

Full range of personal devices.

Non-IT managed.

Onsite access

Primary device for

access to corporate IT services

Limit Basic Advanced

Wider access to range of personal devices

IT & Non IT managed

devices .

Personal devices used for roaming use.

Datacentre

technologies used to deliver IT.

Secondary device

Embraced

Desktop Virtualisation Application

Virtualisation

Presentation Virtualisation

R2

Technology Platforms

Presentation Virtualisation:

License Considerations for Employee Owned Device

• No OS requirement if using Windows Server OS to provide Windows experience.

Operating System Office License

• Office with Software Assurance for the primary users corporate device.

• Office via volume licensing

CALS

• User CALs

• Device CALs

Application Presentation

What licensing vehicle is right for you?

Required as a minimum Optional

Windows OS w/SA

Windows VDA

Office Office w/SA

Device CALs

Employee Device (Secondary)

Employee Device (Primary)

User CALs

• 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

N/A* N/A* ** **

N/A* N/A*

Application Virtualisation:


• Microsoft Desktop Optimisation Pack (MDOP) for App-V

• Software Assurance (SA) on Operating System.

• Attach SA to OEM licenses up to 90days after purchase.

• VDA Subs for employee own device



• Work At Home license maybe an alternative option.


CALS

• User CALs

• Device CALs

Application Virtualisation:



Windows OS w/SA

Windows VDA

Office Office w/SA

Device CALs



User CALs

MDOP??

** * * **

• 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

Virtual Desktop Infrastructure:


• Microsoft Desktop Optimisation Pack (MDOP) for App-V

• Software Assurance (SA) on Operating System.

• Attach SA to OEM licenses up to 90days after purchase.

• VDA Subs for employee own device

• VDI Suite Premium



• Work At Home license maybe an alternative option.


CALS

• User CALs

• Device CALs

Virtual Desktop Infrastructure:



Windows OS w/SA

Windows VDA

Office Office w/SA

Device CALs



User CALs

** * * **

• 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

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

My organisation has 100 employees who require access from home and occasional mobile use from their own device whereby presentation virtualisation is delivered. They are the single primary users of a corporate PC.

Windows License

• Corporate device covered with Office and Software Assurance.

• Office license if corporate device does not have active software assurance.

• Work At Home maybe an option.

Office License CALs

• User or Device CAL.

100 Employees

Occasional mobile use using personal

device.

Personal Laptop

• Corporate device covered with OS and Software Assurance or VDA Subs.

• OS with SA or VDA Subs if corporate devices does not have one of the above.

Occasional Use of 3rd Party Device onsite

My company has 100 organisation who require access from home and occasional mobile use from their own device. They are the single primary users of a corporate PC. From time to time they will enter corporate premises and still wish to use personal device

Windows License

• 100 x Office license that corresponds to the version that is deployed on the server.

• Licensing for corporate desktops also required.

Office License CALs

• 100 x User or Device

CAL.

100 Employees

Occasional mobile use using personal device

using it on-premise from time to time

Personal Laptop

• 100 x License with OS and Software Assurance or VDA Subs.

3rd Party Device is primary corporate device

My company has 300 users that access our VDI environment using their personal device as their primary corporate device.

• 300 VDA Subscription Licenses.

Windows License

• 300 Office Licenses that correspond to the version that is deployed on the server.

Office License CALS

300 Device or User

CALs

300 Roaming Users

Personal device is the primary device to access

corp. IT services

Personal Laptop

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

• If external access is required.

• High number of internal users.

• Densely populated virtual environments.

• Only licensing metric available

Per Processor Per Core

• If external access required.

• High number of internal users.

• Densely populated virtual environments.

• Only licensing metric available.

Server + CAL

• Identifiable device/user requirement.

• Multiple servers being accessed.

• Only licensing metric available.

• Majority of technologies available under this metric

What’s right for you?

Per Processor / Per Core

Server + CAL

Corporate IT User or Device

External Employee

Access Internet Sites

Suppliers, Patients, Partners

External Connector /

Internet Sites

N/A

Developer / Visual Studio

N/A N/A

Test and Development

N/A N/A

N/A N/A

Dynamic Virtual Servers Server Application License Mobility

Past

Re-assignment of Microsoft server licensing restricted.

90 days before licensing can be re-assigned.

Reduces effectiveness of virtualisation

Increased costs as licensing for maximum capacity was required.

Present

License Mobility removes this restriction.

No restriction on frequency of movement (subject to terms).

Some technologies require software assurance.

Software Assurance enables use of volume licensing moving services to 3rd parties

Technology Licensing: Windows Server

Windows Server Edition and Licensing Overview

Per Server licensing.

CALs required.

1 Virtual Server

Restrictions on re-assignment.

Suited for physical environments

License for maximum capacity in dynamic virtual environments.

Per Server licensing.

CALs required.

4 Virtual Servers


Suited for physical environments

License for maximum capacity in dynamic virtual environment.

Per Processor licensing.

All physical processors

CALs required.

Unlimited virtual servers


Suited for optimised 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


Hyper-Visor

Server Hardware

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

Hyper-Visor

Server Hardware

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

Hyper-Visor

Server Hardware

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

X 4 X 4 X 4


Hyper-Visor

Server Hardware

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

Hyper-Visor

Server Hardware

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

Hyper-Visor

Server Hardware

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

X 2 X 4 X 6

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

Hyper-Visor

Server Hardware

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

Hyper-Visor

Server Hardware

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

Hyper-Visor

Server Hardware

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

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

Hyper-Visor

Server Hardware

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

Hyper-Visor

Server Hardware

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

Hyper-Visor

Server Hardware

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

VM1 Win Svr 2008R2

CPU CPU CPU CPU CPU CPU

X 2 X 2 X 2

What’s right for you

Physical Simple Virtual Dynamic Virtual Non-Employee

Access

External Connector N/A N/A N/A

Technology Licensing: System Centre

System Centre: Pre 2012 Version

Standard

SCCM Standard Server ML

SCOM Standard Server ML

DPM Standard Server ML

SCVMM Enterprise Server ML

SQL Licensing

Enterprise

SCCM Enterprise Server ML

SCOM Enterprise Server ML

SCSM Enterprise Server ML

DPM Enterprise Server ML

SCVMM Enterprise Server ML

SQL Licensing

Other Licenses:

Management Server License e.g. SCCM, SCOM etc…

System Centre Management Suites

System Centre

License Type Each license covers

up to 2 physical processors

Capabilities Contains all of the

System Center Products

Enhanced Management

Manage any type of supported workload

Combined Licensing Rights to run

management server software and

supporting SQL Server Runtime

Virtual Rights

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.


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.


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

Mission Critical and Tier 1 Apps

Data Warehousing

Private Cloud / Highly virtualised

Large, centralised or ext. facing BI

Business Intelligence

Corporate and scalable reporting

and analytics

Self service via Power Pivot and

Power View

Standard Departmental DBs Limited BI capabilities

New

Inclusive of Standard features

Inclusive of BI features

Licensing the editions:

51

Editions Server / CAL Per Core

Enterprise High end Datacentre

Business Intelligence Enterprise BI, Self Service

Standard Departmental, Limited Scale

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 more cores

0.75

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.)

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.

Software Assurance Migration Grants:

What do you get?

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

SQL Server 2012: Server + CAL

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.

Microsoft Commercial Benchmarking Service: Our approach

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

Software Procurement Consultancy

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

Asset and Entitlement Review

Inventory and Entitlement

Product usage – how is it used?

Reconciliation

Report

Microsoft Effective Licensing Position

Current State:

Business Allignment:

Current state of technology platforms.

Optimisation assessments.

Business objectives.

Identify technology requirements.

Create 3-6 Year Microsoft Roadmap

Current State and Future State:

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

£494k saving on new MS Enterprise Subscription Agreement

27% tangible savings demonstrated

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

…Questions

Thank You…

Martin Dolan, Software Procurement Consultancy

[email protected]

end user computing & server licensing slides - nhs microsoft licensing workshop

Documents