Optimizing your software investments

1. Optimizingyoursoftwareinvestments Patrick Viaene – Volume License Program Manager

2. Topics • Strategicoverview of Microsoft’slicensing models • Software Assurance benefits • Server Licensing • Terminal Server licensing Virtualisation & Licensing

3. Microsoft Licensingin 10 minutes

4. 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 language-switch, 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)

5. 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 language-switch, 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) ‘…Youmaynot rent, lease or host the software…’

6. Volume Licensing basic options

7. 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

8. 2. Open Value (EA) “Buysoftware per standard PC” • Practically • Choose standard PC: • 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 Discountif all 3

9. 3. Open Value Subscription (EA Subscription) “Rentsoftware per standard PC” • Practically • Always company-wide • Choose standard PC: • 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 Discountif all 3

10. Enterprise CAL Suite “Enterprise” CAL(addititive) “Base” CAL Core CAL Suite Windows Server CAL Exchange Enterprise CAL Exchange Server Std CAL Office SharePoint Server Std CAL SharePoint Server Enterprise CAL System Center Config Mgr Client ML Office Communications Server Std CAL Office Communications Server Ent CAL System Center Operations Mgr Client ML Windows Rights Mgmt Services CAL Forefront Security Suite

11. 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

12. Software Assurance • Upgrade rights to new version • As of Nov 2008: Office Multilingual • Predictable cost, easy budgetting • Office Home Use Program • Forefront Client Security 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 (inclSoftgrid) • Simple management • Exclusive version: Vista Enterprise

13. The story onCAL’s • ‘Server + CAL’ model • ‘Per CPU’ model • Externalconnectoroption • DeviceCAL’s versus User CAL’s

14. Terminal Server Licensing • Terminal Server is a ‘free’ service of Windows Server • Butrequires TS CALs, on top of WS CALsFor externalusers: externalconnector(s) • But: applicationlicenserequirements? • No OEM/Retail • Sameversion • No concurrent use • Mix of Pro+, Std?

15. 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 BriefsAt www.microsoft.com/licensing/resources/volbrief.mspx • ‘How to Buy’ pages

16. www.microsoft.com/exchange/howtobuy/default.mspx

18. Server Virtualisation?

19. WINDOWS SERVER 2008 FEATURES BY EDITION

20. 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

21. Included Virtual Licenses CPU based Licensing (1 multicore = 1 CPU) More interesting when able to have 3 or more VM per CPU

22. Physical  VirtualBasic Differences in licensing Physical Virtual License required Per “running instance” OS Applications • License required when software installed • OS • Applications • Exception: • COLD stand-by in Software Assurance

23. Virtualization User Rights Independent of virtualization technology 4 ServerLicenses for Virtualisation Each “Assigned” Enterprise License on Host

24. 1/4/UnlimitedVirtual 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

25. Virtualization User Rights Independent of virtualization technology CPU Based Licensing (1 Socket = 1 CPU) Unlimited Server Licenses for Virtualisation Each “Assigned” Datacenter License on Host

26. CPU based licensingApplications with CPU based licensing If installed here: 2 CPU Based Licenses required If installed here: 3 CPU Based Licenses required 2 2 2

27. Server Virtualisationrules 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

28. Server Applicationre-assignment • Sept 1, 2008 announcement: ‘Microsoft waives the 90 day rule on license re-assignment’ • Details: • For application server software 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

29. Whatwe’veseen • General overviewonacquiringlicenses • Buy • Buy over 3y • Rent over 3y • Value of Software Assurance • CAL – Core CAL – Enterprise CAL Suite • Product Licensing • Terminal Server Licensing • Server Virtualisation & Licensing