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Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualizat {data center} > {desktop} > {management} Microsoft TechNet for IT Managers

Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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Page 1: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Understanding Microsoft’sServer Product Licensing

in a Virtualized Environment

| Virtualization

{data center} > {desktop} > {management}

Microsoft TechNetfor IT Managers

Page 2: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Microsoft Licensing in 10 minutes

Page 3: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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)

Page 4: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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)‘…

You may not r

ent, lease

or host

the so

ftware

…’

Page 5: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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

Upfront payment of total costCost = investment, CAPEX

SA includedCustomer chooses standard desktopSpread payment of License + SA

Cost = investment, CAPEX

SA includedCustomer chooses standard desktopAnnual payment of rental fee(buy-out optional)Cost = cost, OPEX

Page 6: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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

Page 7: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

2. Open Value (EA)

“Buy software per standard PC”• Practically

– Choose standard PC:1. Windows upgrade2. Office Small Business, Pro Plus or Enterprise3. 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

Page 8: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Core CAL Suite

Enterprise CAL Suite

8

“Base” CAL“Enterprise” CAL

(addititive)

Exchange Server Std CAL

Office SharePoint Server Std CAL

System Center Config Mgr Client ML

Office Communications Server Std CAL

SharePoint Server Enterprise CAL

Exchange Enterprise CAL

Windows Rights Mgmt Services CAL

System Center Operations Mgr Client ML

Office Communications Server Ent CAL

Forefront Security Suite

Windows Server CAL

Page 9: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

3. Open Value Subscription (EA Subscription)

“Rent software per standard PC”• Practically

– Always company-wide– Choose standard PC:

1. Windows upgrade2. Office Small Business, Pro Plus or Enterprise3. 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

Page 10: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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

Page 11: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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

Page 12: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

The story on CAL’s

• Server + CAL model• External connector option• Device CAL’s versus User CAL’s

Page 13: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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

Page 14: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet
Page 15: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet
Page 16: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Server Virtualization

Application Virtualizatio

n

Desktop Virtualizati

on

Presentation

Virtualization

Management

A comprehensive set of virtualization products, from the data center to desktop assets – both virtual and physical – are managed from a single

platform

Microsoft Virtualization Products

Page 17: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

WINDOWS SERVER 2008 FEATURES BY EDITION

Web Standard Enterprise Datacenter For Itanium Based SystemsServer Core Web + Standard + Enterprise +

• 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•SUA•NLB•WDS

•8 cpu•RAM•x64: 2 TB•x86: 4GB•Hot add•Fault tolerant

mem synch•16 node cluster•Cross-file

replication•TS: 65k Con.•Adv. Identity

Mngmnt•Full media

•x64: 64 cpu•x86: 32 cpu•Hot add cpu•Hot replace

cpu•RAM•x86: 128GB•Hot replace

•64 cpu•Hot add cpu•Hot replace

cpu• IIS7•Server core•8-node cluster•Fault tolerant

mem synch•Cross-file

replication• .Net

Framework•WSRM•SUA, NLB

Virtualization Use Rights1 4 Unlimited Unlimited

Page 18: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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

Page 19: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Included Virtual Licenses

CPU based Licensing

(1 multicore = 1 CPU)

More interesting when able to have 3 or more VM per CPU

Page 20: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Physical VirtualBasic Differences in licensing

Physical

• License required when software installed– OS– Applications

• Exception:– COLD stand-by in Software

Assurance

Virtual

• License required– Per “running instance”– OS– Applications

Page 21: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Virtualization User Rights

Each “Assigned”Enterprise License on

Host

4 Server Licenses for Virtualisation

Independent of virtualization technology

Page 22: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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

Page 23: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Virtualization User Rights

Each “Assigned”Datacenter License on

Host

Unlimited Server Licenses for

Virtualisation

Independent of virtualization technology

CPU Based Licensing(1 Socket = 1 CPU)

Page 24: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

CPU based licensingApplications with CPU based licensing

22 If installed here:

3 CPU Based Licenses required

2

If installed here:

2 CPU Based Licenses required

Page 25: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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

Page 26: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Server Application Re-assignment

• Sept 1 announcement: ‘Microsoft waives the 90 day rule on license re-assignment’

• 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

Page 27: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Server Virtualization

Application Virtualizatio

n

Desktop Virtualizati

on

Presentation

Virtualization

Management

A comprehensive set of virtualization products, from the data center to desktop assets – both virtual and physical – are managed from a single

platform

Microsoft Virtualization Products

Page 28: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Server: Used to manage other system or devices and required as head Node for each System Center Server Product

Management License (ML):Required for eachinstance of the Operating System that is managed

System Center LicensingServer + Management License (ML)

Server

Server ManagementLicense

Client ManagementLicense

Page 29: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

2 Editions of Server Mgmt

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 non-virtualized servers

System Center LicensingM

anag

emen

tSe

rver

Serv

er M

anag

emen

t Li

cens

eCl

ient

Man

agem

ent

Lice

nse

OpsMgr Server ConfigMgr Server DPM Server

OpsMgr OML ConfigMgr Server ML SCDPM Server ML

OpsMgr Client OML SCCM Client CML

Page 30: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Standard ML Enterprise MLUsing SCOM as example

OSE

ExchangeSQL

OSE

ExchangeSQL

OSE

Oracle

OSE

ExchangeSQL

OSE

ExchangeSQL

OSE

Oracle

OSE

OSE

OSE

Std OML

Std OML

Std OML

Std OML

Std OML

Std OML

Ent OML

Ent OML

Ent OML

OSE: Operating System Environment

Page 31: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

System Center Management SuitesNew Enterprise Server Management Suites

Ma

na

ge

me

nt

Se

rve

rS

erv

er

Ma

na

ge

me

nt

Lic

en

se

Cli

en

t M

an

ag

em

en

t L

ice

ns

e

ConfigMgr Server MLOpsMgr OML Virtual Machine MgrSCDPM Server ML

Complete Server Management

Priced equivalentto 2 System

Center productsVirtualization

friendly ($/physical server)

Only way to purchase System

Center Virtual Machine Manager

Server Management Suite Enterprise

Page 32: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

SC Management Licenses SuitesCalculation Exercise

Symbolic Prices

Ent OML - €300

Ent CML - €300

Ent DPML - €300

OSE

Std OML - €100

Std CML - €100

Std DPML - €100

OSE

Std Mngmt Suite(O + C + DP)€200

OSE

OSE

Ent Mngmt Suite(O + C + DP)+ VMM (exclusive)€600

Page 33: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

OSE

Ent OML

Ent CML

Ent DPML

Ent OML

Ent CML

Ent DPML

Ent Mngmt Suite(O + C + DP)+ VMM

Ent Mngmt Suite(O + C + DP)+ VMM

Ent OML

SC Management LicensesVirtualization

Ent OML

Ent CML

Ent DPML

OSE

Ent OML

Ent CML

Ent DPML

Ent Mngmt Suite(O + C + DP)+ VMM

Independent of virtualization technology

Ent Mngmt Suite(O + C + DP)+ VMM

Ent OML

Ent CML

Ent DPML

Ent OML

Page 34: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Server Virtualization

Application Virtualizatio

n

Desktop Virtualizati

on

Presentation

Virtualization

Management

A comprehensive set of virtualization products, from the data center to desktop assets – both virtual and physical – are managed from a single

platform

Microsoft Virtualization Products

Page 35: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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

Page 36: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Store & Run Centrally - VECD

• Vista Enterprise Centralized Desktops• Windows Vista runs on Server• Client can be PC or Thin client

Page 37: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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

Page 38: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Server Virtualization

Application Virtualizatio

n

Desktop Virtualizati

on

Presentation

Virtualization

Management

A comprehensive set of virtualization products, from the data center to desktop assets – both virtual and physical – are managed from a single

platform

Microsoft Virtualization Products

Page 39: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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

Page 40: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

Server Virtualization

Application Virtualizatio

n

Desktop Virtualizati

on

Presentation

Virtualization

Management

A comprehensive set of virtualization products, from the data center to desktop assets – both virtual and physical – are managed from a single

platform

Microsoft Virtualization Products

Page 41: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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

Page 42: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet

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

Page 43: Understanding Microsoft’s Server Product Licensing in a Virtualized Environment | Virtualization {data center} > {desktop} > {management} Microsoft TechNet