Oracle software can be tricky to manage and maintain a level of compliance. These slides offer key areas to review within your organisation and best practice guidelines to get better value from your investments.

1. Procuring and Effectively Managing Your Oracle Estate
Part 1: Oracle Licensing
February 2014 Robert Lamb
Oracle Practice Head
Dave Bloxham
Head UK Marketing

2. Subject Matter
SoftwareONE
Oracle Software Licensing
- Difficulties and Challenges
Oracle License Review (Audit)
- Preparation and getting a win
Taking Control and Summary

3. A Global Company
Software Portfolio Management is a proven enterprise methodology that combines three
core data streams of SAM, technology demand roadmaps & commercial analysis services
to drive an all up view of IT investments”
“ A successfully implemented SPM service ensures IT investments”
support evolving business needs while delivering value, innovation, and alignment to cost
management initiatives.”
As a solution provider with software licensing at its core, SoftwareONE gains added
insight into the challenges and opportunities your software lifecycle presents, enabling
us to provide the highest level of expertise and most complete services throughout the
lifecycle of your investments.

4. A Proven Partner
Founded in 1985
Authorisations and local presence in 83 countries
Revenue of $3.4B in 2013  Over 25% YoY growth for last 5 years
Microsoft’s and Oracle’s fastest growing Partner
1,900 Publishers Represented
43,000+ Contracts Managed

5. Software Licensing

6. Company Overview
“
And still continue to be so…
Terms &
Conditions
Product
Releases
Acquisitions
Oracle Revenues 30+ years

7. Research
Company Overview
 In average 19% of a IT budget contains
of software and license costs
 70% of organisations have a 30%
discrepancy in their actual vs. planned
software use
 35% can expect an external audit
 20-30% is the expected initial ROI for
implementing a SAM process
 Compliance: $10 in software per laptop
or server with regard to compliance
 Licence optimisation: From $50 per
desktop to $300 per server
 Other costs: 10% in IT support, costs in
training, research and productivity
improvement.
Gartner Forrester

8. New Challenges in the Datacentre
Company Overview
 Gartner: In 2014; 69% of a
datacenter budget is software and
license costs
 Complex licenses rules, policies and
price models for business software
e.g. ERP, CMDB, etc.
 Multiple platforms such as Terminal
Servers, application virtualisation,
server virtualisation, all with
different dependencies on your
license optimization and
compliance.
Source: Gartner

9. Oracle Licensing – Procurement View
Possibly your estate is bigger than you realise
Database
 Oracle Database 11g
 Enterprise Edition
Options
 Data Warehousing
 Database Security
 Data Integration
 Exadata
 Enterprise Manager
 MySQL
Middleware
 Java
 Application Grid
 Exalogic Elastic Cloud *
 SOA | BPM
 Content Management
 Enterprise 2.0 and
Portals
 Enterprise Performance
Management and
Business Intelligence *
 Identity Management
 Enterprise Manager
Applications
 Oracle Fusion
Applications
 Oracle E-Business Suite
 PeopleSoft Enterprise
 Oracle Policy
Automation
 Siebel
 ATG
 Oracle CRM On
Demand
 JD Edwards
EnterpriseOne
 JD Edwards World
 Hyperion
 Primavera
Server and Storage
Systems
 Exadata ‘ Logic
 SPARC Servers
 Sun Storage and Tape
 Sun Oracle Database
Machine
 Oracle Solaris
 Oracle Linux
 Virtualization
 Enterprise Manager Ops
Center
 Sun Blade Servers
• Multiple Price Lists
• 000’s of Products
• Many new Acquisitions

10. Oracle Licensing Complexity- IT View
End User View
Service and
Process
information
All software
installed, versions
& patches
Map Virtual
Machines to
Physical Hosts
Options installed,
Options in USE
SAN and disk
configuration
Who is using what
CPU Model, # of
CPU’s, cores, etc.
EM Packs

11. Oracle Licensing
Why is it difficult to manage?
 Procurement
 License Agreements (OLSA’s - OMA may vary
 Lack of understanding of Pre-requites and dependencies of Products
 Overlooked in the heat of the sales _ internal price list
Supplements
 Technical/Business
 Pre-loaded software (Availability of license assumes right to use)
 Contractor implementation
 Infrastructure changes
 Software Estate Management
 Oracle
 Constant licence agreement and rules changes
 Changes to Business Practices
 Inconsistent account engagement
 Or to quote clients…..” It’s Oracle”

12. Oracle Licensing
What may be the consequences?
 “ Drifting” Non - Compliance
 Due to a mixture of Procurement, Technical And Oracle
 Commercial advantage of centralising known spend on Oracle
 Knowledge of Oracle Products diluted by multiple sourcing
 Ability to maximise ROI
 Movement of assets x-border and x-company
 Duplication of Assets
 Overspend on Support and Maintenance
 An unplanned visit from Oracle LMS or COLs
 Emergency and unplanned compliance spend

13. Oracle Licensing
Gotchas and Trade Secrets

14. “ Just fill in the spreadsheet.”

15. Oracle Licensing Audit (Review)
Steps into & through a review (i)
 Precipitation causing Stress on Current License Position
 OSW from Oracle requesting, or escalated to LMS
 Strategic review required for compelling Business reason
 Or you simply do not know should state a position
 Time Window
 Pressure from Oracle
 Business pressure for Finance or M&A
 Is the outcome financial or administrative
 Support – Redundant Product – Compliance & SAM standards
 Oracle Estate information
 A support renewal spread sheet from Oracle is not good enough
 OLSA / OMA and any contract details
 Discovery – Methodology and Tools
 What information is available from Oracle
 Factor in any decommissioning, Project roll-outs, and M&A

16. Oracle Licensing Audit (Review)
Steps into & through a review (ii)
 Project Plan
 Set timescale with clear objectives
 Oracle expertise required from Vendor Independent or Internal
 Engagement with Oracle
 Who – When – Where – Why
 Oracle Relationships
 Use review and any engagement to maximise Oracle relationships for
technical / procurement and any relevant stakeholder
…. Where do we start?

17. Review Outputs

18. The Vendor
The traditional approach
 A first Approach – Soft Review
 OSW
 Oracle Rep CSR TSROD
 Invite from the Client
 Classic Mistakes
 They are on your side
 LMS are involved
 The DBA understands Oracle Licenses
 Scripts or Worksheet?
 Client interprets SIG or other documentation
Company Name: ORACLE SERVERWORKSHEET Date:
Details provided by:
1* 2 3 4 5 6 7* 8 9 10* 11* 12* 13 14 15 16 17 18 19
Server Oracle Instance Connect Version Application App Status Arch Estimated #
Estimated # of
max. Generic Server
Processo
r
No.
of
No.
of Proc. Op Virtual
Name
DB /
IAS Name String
Standar
d (SE) Name Provider Dev (D)
Client/Serv
er
different
users
simultaneous
users
Login
Used Model type Proc. Cores
Spee
d System
Environme
nt
if DB if DB
Enterpri
se (EE) Test (T) Three Tier
" Named
Users"
" Concurrent
Device"
Y /N/No
Login (Ghz)
Version Prod (P)
Inter/Intra/
ExtraNet
etc. etc.

19. Understanding Discovery
Our preferred approach
Company Overview
Cust Tool Tool Tool Tool Tool Tool Tool Tool Tool Tool Tool Tool Tool
Oracle
CSI
Oracle
Product
Category
Physical
Machine
Id / Host
Name
Virtual
Machine Id
/ Host
Name
Partitionin
g Method
CPU
Pinne
d
Databas
e
Edition
Datab
ase
Name Port
Versi
on
Options
Installed
Options in
use Packs Granted Packs Agreed
CSI
Oracle
Product
Category
Physical
Hostname
Virtual
Hostname
Partitionin
g Method
CPU
Pinne
d Edition Name Port
Versi
on
Options
Installed
Options
Used Packs Granted Packs Agreed
Database ARES N/A None N/A
Enterpri
se
IQOR
CL 1798
10.2.
0.4.0
P,S,AS,RAC
,OLAP,DM,
RAT P,AS
ASC,ASD,DCO,DD,
DT None
Cust Cust RSC/Tool Cust RSC/Tool
RSC/To
ol
RSC/To
ol RSC/Tool Tool Tool Tool
App
Name
App
Status
(prod,
test, dev,
train..)
User Count
(DBA
Users)
User Count
(App)
Top
Concurrency
Timestamp Sessions
Devices
seen
Inst Sess
Highwater Install Date
Server
Manuf Server Model Op Sys
Applicatio
n Name
Applicatio
n Status
DBA Users
Count
App User
count
Top
Concurrency
Timestamp
Max
Sessions
Devices
Seen
Instance
Session
Highwater Install Date
Sever
Manuf Server Model Op Sys
24
27/01/2010
06:01 1 3 4
09/11/2009
10:27
Hewlett-
Packard
HP Pavilion dv5
Notebook PC
Microsoft
Windows 7
Ultimate
20
26/01/2010
06:36 0 1 7
10/11/2009
11:18
Hewlett
Packard
ia64 hp server
rx2600 HP-UX
Tool Tool Tool RSC/T RSC/Tool RSC/T
Sockets
Cap
Sockets
Pop
Total
Physical
Cores
V$License
CPU Highw’
CPU
Count OS
Level
Total
Logical
Cores
Max poss
No.of alloc
CPU Processor Identifier
CPU
Speed
Proc
Factor
Proc Lic
Req NUP Min
1 2 2 1 2
AMD Turion(tm) X2 Ultra
Dual-Core Mobile ZM-82 2200
1 1 1 1 1
Intel(R) Itanium 2
processor (1.5 GHz, 6
MB) 1500

20. And When It Goes Wrong
CompanyOverview
 Actual customer numbers:
 >6,000 devices. 47 Oracle servers, 83 instances
RAC, Partitioning, OLAP, Data Mining, Advanced Security
 3 Servers from manual declaration were 100% accurate – 44 were not
 Over spent: $1,500,000
 Under spent: $ 920,000
 Oracle Settlement: $ 560,000 *
* Recovered in 3 years from reduced support bills
 SAM & Discovery now in place as part of ongoing license management
process

21. Taking Control & Summary

22. Business Case
Where are the savings?
Reduce support and
maintenance costs
Fit license strategy to
business
requirements
Manage ongoing
requests against
capacity
Reduce cost of
ownership
You can leverage relationships and scale,
to deliver benefits through
negotiation of exceptional terms

23. Taking Control
The basic steps









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“A successfully implemented SPM service ensures IT investments
support evolving business needs while delivering value,
innovation, and alignment to cost management initiatives.”

24. In Summary
 Oracle Estate
 What is the current understanding
 Continuous review Process
 What steps are in place should Oracle approach
 Strategy for Vendors Oracle
 SAM
 Procurement
 Oracle Relationships
 Who and what is their motivation
 Revenue/Product/Support Industry Leader

26. Info.uk@softwareone.com
+44 (0)203 5300 270
@SoftwareONE
LinkedIn:
SoftwareONE
Software Portfolio Management

27. Software Contract Negotiation
CompanyOverview
 Understanding your spend profile,
 How to gather vendor spend
 Leakage – what is it and how to avoid
 Which vendors do we start with? (defining quick wins)
 Future Requirements
 Build A Roadmap
 Calculate full contract costs
 Tools available
 Virtualisation Modelling
 SQL Modelling
 Software Procurement Platform Demo
 Discovery Tools
 SAM Tools