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End User Computing & Server Licensing Slides - Nhs Microsoft Licensing Workshop

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End user Computing - Byod, Remote Access, SQL and MS Server/Cal and Processor licensing

End user Computing - Byod, Remote Access, SQL and MS Server/Cal and Processor licensing

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  • 1. Trustmarque:NHS Microsoft Licensing WorkshopMartin Dolan, Software Procurement Consultancy
  • 2. 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
  • 3. IntroductionBackground: 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, provokethought and illustrate considerations that need to be made prior to any investment.
  • 4. End User ComputingMicrosoft Licensing Fundamentals:
  • 5. End User Computing Licensing Fundamentals: Desktop Operating System Desktop Operating System OEM Volume Licensing (License Only) Volume Licensing with Software Assurance• OEM tied to the machine. • Upgrade only license. • Access to Enterprise features.• Downgrade rights available. • Must have a qualifying base OS. • Ability to attach MDOP.• Cannot use for virtual desktop • Licensing can be transferred and • One option for virtual desktop deployments. downgraded. deployments.• Software Assurance can be attached. • Ideal for imaging. • Enterprise becomes OEM’d if SA ceases. • Cannot be used for virtual desktop deployments.
  • 6. End User Computing Licensing Fundamentals: Applications Applications OEM Volume Licensing Volume Licensing with Software Assurance• OEM tied to the machine. • License must be assigned to a • Access to latest versions. physical device.• Downgrade rights not available. • Enables extended roaming use • Can be re-assigned but does have rights.• Cannot use for virtual desktop restrictions. deployments. • Downgrade rights.• Cannot be used for remote access. • Can be deployed from the• Software Assurance can be attached. DataCentre to a corporate device. • Portable Use Rights may apply.
  • 7. End User Computing Licensing Fundamentals: Client Access Licenses Client Access Licenses (CALS) Device User CAL Suites• Assigned to a physical device. • Assigned to a user. • Mandatory Software Assurance.• One CAL required to access many • One CAL per user required to access • Access to latest versions. servers. many servers. • Cost effective way to acquire CALs• Can be used for internal and external • Can be used for internal and external parties. parties.• Ideal for environments where there • Required for remote access or VDI are more users than devices. from non-corporate device• NHS allocation provide device CALs
  • 8. CAL Suite? Lync Enterprise CAL Exchange Enterprise CAL Forefront Protection Suite SL Windows RMS CAL SharePoint Enterprise CAL SC Client Management Suite Forefront UAG CAL Lync Standard CAL Exchange Standard CAL Windows Server CAL SharePoint Standard CAL SC Configuration Manager CML SC Endpoint Protection Network Collaboration Management Security Infrastructure
  • 9. CALSWhen 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)!!
  • 10. CALSWhen 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.
  • 11. Flexible Working / Bring Your Own Device (BYOD)
  • 12. BYODAdoption Scenarios: Limit Basic Advanced Embraced Environment requires Basic Access to Wider access to range Any device, anywhere tight control additional personal of personal devices devices IT chosen devices IT & Non IT managed Full range of personal Limited personal devices . devices. IT managed devices devices Personal devices used Non-IT managed. Smartphones, Tablets, for roaming use. Slates etc… Onsite access Datacentre Access to corporate IT technologies used to Primary device for services via Internet deliver IT. access to corporate IT services Secondary device
  • 13. Technology Platforms Presentation Virtualisation R2 Desktop Virtualisation Application Virtualisation
  • 14. Presentation Virtualisation: License Considerations for Employee Owned Device Operating System Office License CALS• No OS requirement if using Windows • Office with Software Assurance for • User CALs Server OS to provide Windows the primary users corporate device. • Device CALs experience. • Office via volume licensing
  • 15. Application Presentation What licensing vehicle is right for you? Windows Windows Office Device User Office OS w/SA VDA w/SA CALs CALsEmployee Device ** ** N/A* N/A* (Secondary)Employee Device N/A* N/A* (Primary)• 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 Required as a minimum Optional
  • 16. Application Virtualisation: License Considerations for Employee Owned Device Operating System Office License CALS• Microsoft Desktop Optimisation Pack • Office with Software Assurance for • User CALs (MDOP) for App-V the primary users corporate device. • Device CALs• Software Assurance (SA) on • Work At Home license maybe an Operating System. alternative option.• Attach SA to OEM licenses up to • Office via volume licensing 90days after purchase.• VDA Subs for employee own device
  • 17. Application Virtualisation: What licensing vehicle is right for you? MDOP?? Windows Windows Office Device User Office OS w/SA VDA w/SA CALs CALsEmployee Device * * ** ** (Secondary)Employee Device (Primary)• 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 Required as a minimum Optional
  • 18. Virtual Desktop Infrastructure: License Considerations for Employee Owned Device Operating System Office License CALS• Microsoft Desktop Optimisation Pack • Office with Software Assurance for • User CALs (MDOP) for App-V the primary users corporate device. • Device CALs• Software Assurance (SA) on • Work At Home license maybe an Operating System. alternative option.• Attach SA to OEM licenses up to • Office via volume licensing 90days after purchase.• VDA Subs for employee own device• VDI Suite Premium
  • 19. Virtual Desktop Infrastructure: What licensing vehicle is right for you? Windows Windows Office Device User Office OS w/SA VDA w/SA CALs CALsEmployee Device * * ** ** (Secondary)Employee Device (Primary)• 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 Required as a minimum Optional
  • 20. 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.
  • 21. Occasional Use of 3rd Party Device Personal Laptop Occasional mobile 100 Employees use using personal device. Windows License Office License CALsMy organisation has 100 • Corporate device • Corporate device • User or Device CAL.employees who require covered with OS and covered with Office Software Assurance or and Softwareaccess from home and VDA Subs. Assurance.occasional mobile use fromtheir own device whereby • OS with SA or VDA • Office license if Subs if corporate corporate device doespresentation virtualisation is devices does not have not have activedelivered. They are the one of the above. software assurance.single primary users of a • Work At Home maybecorporate PC. an option.
  • 22. Occasional Use of 3rd Party Device onsite Personal Laptop Occasional mobile use 100 Employees using personal device using it on-premise from time to time Windows License Office License CALsMy company has 100 • 100 x License with OS • 100 x Office license • 100 x User or Deviceorganisation who require and Software that corresponds to CAL. Assurance or VDA the version that isaccess from home and Subs. deployed on theoccasional mobile use from server.their own device. They are • Licensing forthe single primary users of a corporate desktopscorporate PC. From time to also required.time they will enter corporatepremises and still wish to usepersonal device
  • 23. 3rd Party Device is primary corporate device Personal Laptop Personal device is the primary device to access 300 Roaming Users corp. IT services Windows License Office License CALSMy company has 300 users • 300 VDA Subscription • 300 Office Licenses  300 Device or Userthat access our VDI Licenses. that correspond to the CALs version that isenvironment using their deployed on thepersonal device as their server.primary corporate device.
  • 24. 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.
  • 25. Microsoft Server Licensing Fundamentals
  • 26. 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.
  • 27. 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!
  • 28. 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
  • 29. 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.
  • 30. Per Processor, Per Core, Per Server?? Summary Per Processor Per Core Server + CAL• If external access is required. • If external access required. • Identifiable device/user requirement.• High number of internal users. • High number of internal users. • Multiple servers being accessed.• Densely populated virtual • Densely populated virtual • Only licensing metric available. environments. environments. • Majority of technologies available• Only licensing metric available • Only licensing metric available. under this metric
  • 31. What’s right for you? Corporate IT External Suppliers, Test and User or Employee Internet Sites Patients, Development Device Access PartnersPer Processor / Per CoreServer + CAL N/A External Connector / N/A N/A Internet Sites Developer / Visual Studio N/A N/A N/A N/A
  • 32. Dynamic Virtual ServersServer Application License Mobility Past Present  Re-assignment of Microsoft  License Mobility removes this server licensing restricted. restriction.  No restriction on frequency  90 days before licensing can of movement (subject to be re-assigned. terms).  Reduces effectiveness of  Some technologies require virtualisation software assurance.  Increased costs as licensing  Software Assurance enables for maximum capacity was use of volume licensing required. moving services to 3rd parties
  • 33. Technology Licensing: Windows Server
  • 34. Windows Server Edition and Licensing Overview Per Server licensing.  Per Server licensing.  Per Processor licensing. CALs required.  CALs required.  All physical processors 1 Virtual Server  4 Virtual Servers  CALs required. Restrictions on re-assignment.  Restrictions on re-assignment.  Unlimited virtual servers Suited for physical environments  Suited for physical environments  Restrictions on re-assignment. License for maximum capacity in  License for maximum capacity in  Suited for optimised dynamic virtual environments. dynamic virtual environment. datacentres. External Connector licensing available for non-employee access
  • 35. Windows Server VirtualisationWindows 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
  • 36. Windows Server VirtualisationWindows Server Standard X4 X4 X4 VM1 VM1 VM1 VM1 VM1 VM1 Win Svr Win Svr Win Svr Win Svr Win Svr Win Svr 2008R2 2008R2 2008R2 2008R2 2008R2 2008R2 VM1 VM1 VM1 VM1 VM1 VM1 Win Svr Win Svr Win Svr Win Svr Win Svr Win Svr 2008R2 2008R2 2008R2 2008R2 2008R2 2008R2 Hyper-Visor Hyper-Visor Hyper-Visor Server Server Server Hardware Hardware Hardware
  • 37. Windows Server VirtualisationWindows Server Standard X6 X4 X2 VM1 VM1 VM1 VM1 VM1 VM1 Win Svr Win Svr Win Svr Win Svr Win Svr Win Svr 2008R2 2008R2 2008R2 2008R2 2008R2 2008R2 VM1 VM1 VM1 VM1 VM1 VM1 Win Svr Win Svr Win Svr Win Svr Win Svr Win Svr 2008R2 2008R2 2008R2 2008R2 2008R2 2008R2 Hyper-Visor Hyper-Visor Hyper-Visor Server Server Server Hardware Hardware Hardware
  • 38. Windows Server VirtualisationWindows 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
  • 39. Optimised VirtualisationWindows Server Enterprise VM1 VM1 VM1 VM1 VM1 VM1 Win Svr Win Svr Win Svr Win Svr Win Svr Win Svr 2008R2 2008R2 2008R2 2008R2 2008R2 2008R2 VM1 VM1 VM1 VM1 VM1 VM1 Win Svr Win Svr Win Svr Win Svr Win Svr Win Svr 2008R2 2008R2 2008R2 2008R2 2008R2 2008R2 Hyper-Visor Hyper-Visor Hyper-Visor Server Server Server Hardware Hardware Hardware
  • 40. Windows Server VirtualisationWindows 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
  • 41. Optimised VirtualisationWindows Server DataCentre X2 X2 X2 VM1 VM1 VM1 VM1 VM1 VM1 Win Svr Win Svr Win Svr Win Svr Win Svr Win Svr 2008R2 2008R2 2008R2 2008R2 2008R2 2008R2 VM1 VM1 VM1 VM1 VM1 VM1 Win Svr Win Svr Win Svr Win Svr Win Svr Win Svr 2008R2 2008R2 2008R2 2008R2 2008R2 2008R2 Hyper-Visor Hyper-Visor Hyper-Visor CPU CPU CPU CPU CPU CPU Server Server Server Hardware Hardware Hardware
  • 42. What’s right for you Non-Employee Physical Simple Virtual Dynamic Virtual AccessExternal Connector N/A N/A N/A
  • 43. Technology Licensing: System Centre
  • 44. System Centre: Pre 2012 Version Standard Enterprise  SCCM Standard Server ML  SCCM Enterprise Server ML  SCOM Standard Server ML  SCOM Enterprise Server ML  DPM Standard Server ML  SCSM Enterprise Server ML  SCVMM Enterprise Server ML  DPM Enterprise Server ML  SQL Licensing  SCVMM Enterprise Server ML  SQL LicensingOther Licenses: Management Server License e.g. SCCM, SCOM etc… System Centre Management Suites
  • 45. System Centre Combined Licensing License Type Capabilities Enhanced Rights to run Each license covers Contains all of the Management management server Virtual Rights up to 2 physical System Center Manage any type of software and processors Products supported workload supporting SQL Server Runtime     2 OSE     Unlimited
  • 46. Technology Licensing: SQL
  • 47. SQL ServerLegacy Versions
  • 48. SQL Legacy VersionsLicensing 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.  Server + CAL or Per Processor licensing.  Downgrade rights. * Providing all physical processors or server(s) are licensed
  • 49. SQL Legacy VersionsLicensing 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.  Server + CAL or Per Processor licensing.  2008r2 CALs required for Server + CAL model.  Downgrade rights. * Providing all physical processors or server(s) are licensed
  • 50. SQL Server 2012: Edition Line UpEnterprise Edition Inclusive of BI features Mission Critical and Tier 1 Apps Business Intelligence New Inclusive of Standard features Data Warehousing Corporate and Private Cloud / scalable reporting and analytics Standard Highly virtualised Self service via Departmental DBs Limited BI capabilities Power Pivot and Large, Power View centralised or ext. facing BI
  • 51. Licensing the editions: Editions Server / CAL Per CoreEnterpriseHigh end DatacentreBusiness IntelligenceEnterprise BI, Self ServiceStandardDepartmental, Limited Scale 51
  • 52. SQL LicensingLicensing by the core: SQL Core Factor Table* Processor Type Core FactorAll processors not mentioned below 1AMD Processors 31xx, 32xx, 41xx, 42xx, 61xx, 62xx series processors with 6 or 0.75more coresSingle Core Processors 4Dual 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 tochange .
  • 53. SQL Server LicensingLicensing 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.
  • 54. SQL Server LicensingLicensing 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.
  • 55. SQL Server 2012:Hyper threadingTo license individual VMs using the Per Core model, customers must purchase acore 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.)
  • 56. SQL Server 2012:Hyper threadingTo license individual VMs using the Per Core model, customers must purchase acore 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 licensingpurposes, 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.)
  • 57. Software Assurance Migration Grants:What do you get? 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.
  • 58. SQL Server 2012:Server + CAL 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.
  • 59. 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
  • 60. 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.
  • 61. Q&A
  • 62. Microsoft Commercial Benchmarking Service:Our approach
  • 63. Software Procurement Consultancy 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
  • 64. 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
  • 65. Current State:Asset and Entitlement Review Inventory and Entitlement Product usage – how is it used? Reconciliation Report Microsoft Effective Licensing Position
  • 66. Current State and Future State:Business Allignment: Current state of technology platforms. Optimisation assessments. Business objectives. Identify technology requirements. Create 3-6 Year Microsoft Roadmap
  • 67. 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.
  • 68. 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
  • 69. 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.
  • 70. Proven Track Record: Public Sector  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  £494k saving on new MS Enterprise Subscription Agreement  27% tangible savings demonstrated
  • 71. Thank You……QuestionsMartin Dolan, Software Procurement ConsultancyMartin.dolan@trustmarque.com