Das 1x1 der Microsoft-Lizenzierung

SoftwareONE AG und Digicomp

1 x 1 Microsoft Licensing

Fabian Stäheli, Account Manager

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Agenda

• Einführung• Kurzportrait über SoftwareONE AG• Lizenzarten• Vertragsarten im SMB Umfeld• Vertragsarten im Enterprise Umfeld• Software Assurance• Product Licensing (OptionalA)

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SoftwareONE is establishedMicroware AG, Stans. Microsoft LAR

MicroWare AG and Softwarepipeline AG merge

Offices in the UK, China and Malaysia

19851992

20052006 Offices in Germany, Brazil, Holland, and Italy

20072008

2000

Softwarepipeline AG is established

Offices in India, additional branches in China

Softwarepipeline and SoftwareONE, Wisconsin. merge

20092010

Chile, France, Argentina, Finland, Austria, Uruguay, Puerto Rico, Mexico, Spain, Belgium

2011Sweden, Japan, Hong-Kong, Indonesia, Philippines, Thailand, Panama, Colombia,

El Salvador, Honduras, Guatemala, Nicaragua, Costa Rica, Australia, Poland

2012

Russia, Saudi Arabia, Norway, Denmark, Bolivia, Peru, Canada, Slovakia, Romania, Australia, Canada, Dominican Republic

2013New Zealand, South Africa, Vietnam, Taiwan, Israel, Saudi Arabia

A Success Story82 branches globally

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Our Services

Softw

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NE

Pow

er S

olut

ions

SoftwareO

NE M

arket Intelligence

License Management

IT Strategy and Transformation

Audit Protection

SAM

Contract Management

BPO

Cloud

Technology Advisory

License Management

Transparent licensing rights Proactive approach Audit readiness

Transparency, cost reductionProcess optimization, process analysisCompliance

Contract negotiationsContract optimizationsSupplier consolidation

Software expenditure management with system integrationIntegrated on-site resourcesSoftware license procurement services

Hybrid private & public cloud solutionsEvaluation of cloud readinessMigration and support

Roadmap advicePreparing concepts

Audit support

SAM

Contract management

BPO

Cloud

Technologyadvice

BenchmarkingROIGlobal fulfilment with local tax optimization

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Software Licensing Copyright

“Copyright has two main purposes, namely the protection of the author’s right to obtain commercial benefit from valuable work, and more recently the protection of the author’s general right to control how a work is used.”

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Product Use Rights

• “Agreement” with Microsoft• Product Use Rights (“Agreement”) documented in the Microsoft Retail Software

License Terms (RSLT)• Documentation (RSLT) = Online (Download)

• “Agreement” with OEM or System Builder• Product Use Rights documented in RSLT• Documentation = usually received from OEM/System Builder as a soft copy on the

hard drive

• “Agreement” with Microsoft• Use Rights documented in the PURs in combination with the Volume License

Agreement

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Different Types of Single LicenseSingle License

with Pre-Installation

OEM Office Single Image

Distribution with Pre-Installation on a Computer

License Agreement between OEM and Microsoft

OEM = Original Equipment Manufacturer

Microsoft Partner installs the Single Image with the OPK Tools (OPK = OEM Pre-Installation Kit) Customer is purchasing Office PKC (Product Key Card) or FPP (Full Package Product) for unlocking the Image

Products: Windows Client OS Full versionWindows Server OS Full version

Products:Office Home and Student Office Home and Business Office Professional Office Starter

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Volume License vs. Single License

Software On PremiseSingle LicenseVolume License

Product availability = All Business Products“Extended” Product Use Rights

Downgrade Right Remote Access for Client ApplicationsRoaming Use Right through SA License Transfer to new machine*Secondary Use Right (only Applications)**…

Re-ImagingVolume Activation

Limited Product availabilityLimited Product Use Rights

No Downgrade Right for FPPLimited Downgrade Right for OS OEMOnly local usage for ApplicationsNo License TransferNo Secondary Use Right…

No Re-Imaging with Single License MediasSingle Activation

* Note: No reassignment right for Windows Client OS Upgrade Licenses unless active Software Assurance exits.** Note: In an EA, secondary Use Right only applicable for “Additional Products” (e.g. Project, Visio).

They are not applicable for “Enterprise Products” (Office Pro Plus)

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Options for purchasing Microsoft Software and Services

Software On PremiseSingle

LicenseVolume License

OEM System

Builder FPP PKC

Open License Open Value Open Value

Company-Wide Open Value

Subscription

Select Plus Enterprise

Agreement EA EAS ECI EAP

SMBEnterprise

Cloud ServicesThird Party Datacenter

Microsoft Datacenter

SPLA(Service Provider License Agreement)

Enterprise Agreement EA EAS

MOSA(Microsoft Online Subscription Agreement)

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Period

Cos

ts

5) Monthly Subscription

Different Types of Volume License

Period

Cos

ts

1) Upgrade License

Upgrade

UpgradeUpgrade

Cos

ts

Period

2) License

License License License

Period

Cos

ts

3) License & Software Assurance(Perpetual)

Lic & SASA

Period

Cos

ts

4) License & Software Assurance(Subscription)

Lic & SA Lic & SA

Monthly Subscription Monthly Subscription

Notes:1) Only Windows Client OS 2) Some products are only available with SA 3) Some products are only available as Monthly Subscription

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Microsoft Volume licensing

Licensing for SMBOpen LicenseOpen Value

Open Value Company-WideOpen Value Subscription

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Licensing for SMB

Overview

Volume Licensing Programs for SMB

Standardization

Open Value Company-Wide

Open Value Subscription

Pay-as-you-go basis

Open ValueOpen License

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Licensing for SMB

Different Geographic Territories For The Open Programs

The “Open Programs” allow customers to share price levels with their legal affiliates throughout a geographic territory.A «Multi-Territory-Agreement» is not allowed. An Open Agreement signed in

North America is NOT valid for using in an European country)

Examples of Territories:• North America• Latin America• EU/EFTA• Non-EU Eastern European countries• Middle Eastern and African countries• Asia Pacific• Japan• Greater China• India

Details to the different territories you can find here:http://www.microsoft.com/licensing/licensing-options/open-regional.aspx

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Open License

At A Glance

Basic Idea:

Purchase Type:

Use Right:

Qualification:

Price Level:

Software Assurance:

Pay-as-you-go Basis

Perpetual Acquisition

Unlimited In Time

Contract Period: 2 Years

NL: 5 Licenses C: 500 Points Per Pool

Optional

Method Of Payment: Upfront

Pay-as-you-go Basis

Open ValueOpen License

5 Licenses Or 1 Proc Lic , 1 MSDN Subscr,1 External Connector Lic

- No Online Services Available- No Step-up Licenses Available(C

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Open Value (Non-company-wide)

At A Glance

Basic Idea:

Purchase Type:

Use Right:

Qualification:

Price Level:

Software Assurance:

Pay-as-you-go Basis


Unlimited In Time


5 Licenses

Nl: 5 Licenses

Included

Method Of Payment: Upfront Or Spread Annual Payments

Pay-as-you-go Basis

Open Value(Non-cw)

Open License

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Open Value

Open License vs. Open Value

Comparison – Runtime Software Assurance

SA Runtime proratedSA Costs prorated(options of payment: upfront or annual)

Year 1 Year 2 Year 3

3 yr SA

2 yr SA

1 yr SA

Open License

Year 1 Year 2

2 yr SA

2 yr SA

2 yr SA

SA Runtime until the end of the agreementSA Costs always for fully 2 years(options of payment: upfront only

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Open Value vs. Open Value Subscription

At a Glance (OV vs. OV CW vs. OVS)

Open Value Open Value CompanyWide

Open Value Subscription

Standardization Standardization

5 Licenses minimum 5 qualified Devices minimum

Desktop ApplicationsDesktop OS

Server ProductsOnline Services

Platform (Enterprise) ProductsOffice Suite, Windows OS, Core CAL or ECAL or SBS CAL Suite

Additional ProductsDesktop Applications, Server Products, Online Services

Software Assurance included

Unlimited Use right in time Limited Use right in time

TrueUp = YesTrue Down = No

TrueUp = YesTrue Down = Yes

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„Additional Products“

• Integration Optional, As NeededAll Other Products: E.G. Server, Visio, Project …

„Enterprise Products“

Standardization

Enrollment For Desktop Platform

= Standardization

• Integration Of Minimum One „Enterprise Product“• Licensed On All Qualified Desktops

Professional Plus 2013 Standardization

Installment PurchaseSubscription

Enterprise Agreement

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Volume Licensing ProgramsEnterprise Agreement

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Standardization

Subscription

Microsoft Volume License

Different Types Of Enrollment Under EA

Available Enrollments Under EA

Installment Purchase




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Enterprise Enrollment


Standardization



Basic Idea:

Purchase Type:

Use Right:

Qualification:

Price Level:

Software Assurance:

Standardization

Installment Purchase

Unlimited In Time


250 Qualified Desktops

A: 250 Desktops C: 6‘000 DesktopsB: 2‘400 Desktops D: 15‘000 Desktops

Included

Method Of Payment: 3 Annual Payments

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Enterprise Subscription Enrollment


Basic Idea:

Purchase Type:

Use Right:

Qualification:

Price Level:

Software Assurance:

Standardization

Subscription (Rent)

Limited In Time


250 Qualified Desktops

A: 250 Desktops C: 6‘000 DesktopsB: 2‘400 Desktops D: 15‘000 Desktops

Included

Method Of Payment: 3 Annual Payments

Standardization



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Standardization


Or

Application System CAL

Windows 8 Enterprise

Application System CALWindows 8 Enterprise

Professional Desktop

Enterprise Desktop

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Server CAL

Rights Mgmt Services CAL

Configuration Manager Client ML

Endpoint Protection

Client Management Suite

Standard CAL

Enterprise CAL

Standard CAL

Enterprise CAL

Standard CAL

Enterprise CAL

Plus CAL

ForeFront End Point Protection Suite

ForeFront End Point Protection

Unified Access Gateway

Server

Core CAL vs. Enterprise CAL Suite

Core CAL – Starting April 2012

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Cost Distribution

System License = 100%

SA = 29%/year

Application License = 100%

SA = 29%/year

Server License = 100%

SA = 25%/year

187% 87%

187% 87%

175% 75%

yr1 yr2 yr3

License & Software Assurance

yr4 yr5 yr6

Software Assurance

62% 62% 62%

62% 62% 62%

58% 58% 58%

29% 29%29%

29% 29%29%

25% 25%25%

Alternatives after the contract period of 3 years:1) Software Assurance renewal for three years. (optional for one year)2) Expire the contract.

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TrueUp Enterprise Agreement

Added at sign in

License = 100%

+3yr SA = 87%

TrueUp yr1 License = 100%

+2.5yr SA = 72.5%

TrueUp yr2 License = 100%

+1.5yr SA = 43.5%

TrueUp yr3 Licnese=100%

+0.5yr SA = 14.5%

62% 62%62%

yr1

License & Software Assurance

yr2 yr3

143.5%

payment TrueUp

114.5%

payment TrueUp

payment 2nd yr payment 3rd yrpayment 1st yr

payment TrueUp

172.5%


Cost Distribution – True Up

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All Licenses Lic&SA Subscription ca. 43%

129%

yr1 yr2 yr3 yr4 yr5 yr6

License & Software AssuranceLicense & Software AssuranceEnterprise Agreement Subscription

129%

43% 43% 43% 43% 43% 43%

Alternatives after the contract period of 3 years:1) Renewal2) Buy out3) De-Installation

Enterprise Agreement Subscription

Cost Distribution

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Microsoft Licensing

Volume Licensing ProgramsSelect

Select Plus

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Select Plus

Pay-as-you-go Basis – Perpetual Acquisition

Pay-as-you-go Basis


Select PlusSelectBasic Ideas:

Purchase Type:

Use Right:

Qualification:

Price Level:

Software Assurance:

Pay-as-you-go Basis


Unlimited In Time

Contract Period: Unlimited In Time

•Procurements Of At Least 500 Points Per Pool Within The First 12 Months•Assignment To An Enterprise Agreement (Subscription)

A: 500 Points C: 10‘000 PointsB: 4‘000 Points D: 25‘000 Points* Per Year And Product Pool

Optional

Method Of Payment: •Without Software Assurance = One-time•With Software Assurance = Flexible

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Select Plus – Runtime Software Assurance

Runtime Software Assurance Under Select Plus

Yr1 Yr2 Yr3 Yr4 Yr5 Yr6 yr7

Order 1: License + 36 months SA 36 Months – SA renewal





Initial SA Order (Lic + SA) Will Align To The 3rd Anniversary

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Select Plus

Automatically Up- And Downgrading Of The Price Level: Example 1

Year 1: Order 1 = 300 points: Orders during the first 12 months with less then 500 points are accepted Year 1: Order 2 = 800 pointsYear 1: Compliance Check = 1100 point during the last 12 months = Minimum points for Level A (500) are achievedYear 1: Compliance Check = 600 points are carried over into the 2nd year („Roll-Over Points“)Year 2: no OrderYear 2: Compliance Check = no order over the last 12 months + 600 „Roll-Over Points“ from year 1 = Minimum points for Level A are achievedYear 3: no OrderYear 3: Compliance Check = no order over the last 12 months + 100 „Roll-Over Points“ from year 2 = Minimum points for Level A are not achievedYear 3: Compliance Check = The pool is put „On Hold“ in year 4Year 4: Order 1 = 520 points: The pool get reactivated because the single order is more then 500 points.

End of the year

Year 1 2 3 4 5

Price Level A A A A A

Points recognized 1100 600 100 520

Compliance Check minimum 500 500 500 500

Compliance Check status Achieved Achieved Failed Achieved

Remaining Points (Roll-Over Points) 600 100 0 20

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Microsoft Volume Licensing - Comparison

Select Plus Select EnterpriseAgreement

EnterpriseAgreementSubscription

Purchase type: Pay-as-you-go basis Pay-as-you-go basis Installment purchase Subscription

Use right: Unlimited in time Unlimited in time Unlimited in time Limited in time

Contract period: Unlimited in time 3 years 3 years 3 years

Qualification: 500 points per pool and yearor active EA/EAS

Forecast over 3 years with at least 1'500 points per poolor active EA/EAS

250 qualified Desktops 250 qualified Desktops

Price level: per pool / 12 monthsA: 500 pointsB: 4'000 pointsC: 10'000 pointsD: 25'000 points

per pool / 36 monthsA: 1'500 pointsB: 12'000 pointsC: 30'000 pointsD: 75'000 points

A: 250 PCsB: 2'400 PCsC: 6'000 PCsD: 15'000 PCs

A: 250 PCsB: 2'400 PCsC: 6'000 PCsD: 15'000 PCs

Procurement By customer ID (worldwide) By agreement number By agreement number By agreement number

Software Assurance optional optional included included

Payment by installment optional with SA optional with SA 3 annual payments 3 annual payments

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Agreement Hierarchy

Level 4

Level 3

Level 2

Level 1

Level 5

MBSA


Select Plus Agreement

EAS

Enterprise Subscription Enrollment

ECI(Subscription)

Enrollment for Core

Infrastructure

EA

Enterprise Enrollment

ECI(Perpetual)

Enrollment forCore

Infrastructure

Select Plus

Select Plus Registration

Product List (PL)

Product Use Rights (PUR)

EAP

Enrollment for Application

Platform

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Microsoft Licensing

Software Assurance

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SA Benefits – New Products

Provides new software version releases, so you have access to the latest technology.

Enables you to migrate your software from a lower-level edition to a higher-level edition, such as Office Standard to Office Professional Plus, at a low cost.

Every license covered under SA may be upgraded to the newest version.

To get a Step-up license, you need a license for the qualifying, lower-level product.

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SA Benefits – Training

Provides employees with the latest version of Microsoft Office for their home computer, via low cost download.

Available Home Use Program Licenseso Office Professional Pluso Office for Mac Home & Businesso Visio Professionalo Project Standard

For each Office Application you have covered with SA, a user of the licensed PC or device may acquire at a low cost one copy ofthat product for use at home.

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SA Benefits – Deployment

Allows the primary user of the licensed device to access a corporate desktop either remotely through a VDI or via Windows To Go from non-corporate devices such as personally-owned PCs.

Allows the primary user of a licensed device to remotely access Office, Project, and/or Visio via a virtual environment from a third-party device such as a home or contractor-owned PC.

You may utilize Windows Roaming Use Rights when you have active SA coverage for the Windows desktop operating system.

You may utilize Office Roaming Use Rights when you have active SA coverage for Office, Project, and/or Visio on qualified devices.

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Enables you to deploy certain server application licenses on-premise or in the cloud by assigning your existing licenses to an authorized service provider’s server farm.

Eligible Products Application server products eligible for License Mobility through SA, including Exchange, SharePoint, SQL, are identified in the PUR. Windows Server is not eligible for that benefit.

Authorized Partner To take advantage of License Mobility you can deploy on Windows Azure or work with an Authorized Mobility Partner.

Verification Form Within 10 days of deployment, you need to complete the License Verification From.

List of Authorized Partner and Verification Form: http://www.microsoft.com/licensing/software-assurance/license-mobility.aspx#tab=2

You may utilize License Mobility when you carry SA on eligible server application products.

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Enables users to access virtual instances of Windows 8 (or prior operating system versions) in a variety of user scenarios.

VDI in the data center Windows Virtualization Rights allow access to up to four virtual instances of Windows running on a server from a licensed device.

Local virtual machines Run up to four virtual instances of Windows locally on the licensed device.Remote boot Remotely access one physical instance of Windows running on a server from

the licensed device.Dual boot Run up to two physical instances of Windows on the licensed device.

You may utilize Windows VDA Rights when you have active SA coverage for the Windows desktop operating system.

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Provides structured planning services from Microsoft partners to enable efficient deployments of Microsoft application, system and server products, and cloud services.

Deployment Planning Services:o Desktop (Office, Windows, O365)o SharePoint (SharePoint, SharePoint Online)o Lync and Exchange (Lync, Exchange, Lync Online, Exchange Online)o Private Cloud, Management and Virtualization (Windows Server, System Center)o Public Cloud, Windows Azure (Windows Azure, SQL Azure)o SQL Server (SQL Server)o Developer Tools (Visual Studio)

You receive a number of Planning Services days based on the number of qualifying Office Application, CAL Suite and Server products with SA coverage.

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SA Benefits – Training

Provides in-depth technical classroom training for IT professionals and developers.

Offers self-paced interactive training designed for end users and IT professionals, delivered via Internet or Intranet.

You receive a number of Training Days based on the number of qualifying Office and/or Windows operating system licenses covered with SA.

For every qualifying license, such as Office Word or Windows OS, covered by SA, one person in your organization may accessE-Learning courses for that product.

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SA Benefits – Support

Provides around-the-clock phone and web incident support for Microsoft server anddesktop products

Number of incidents are based on how much you spent for SA.

Expect for Open License Program, when you have at least 1 server license covered with SA you get one phone support incident, plus unlimited web support for eligible server products covered with SA. And you get an additional phone support incident for every US$200K spent on system & application SA, & for every US$20K spent on server and CAL SA.

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Overview –Editions

Standard

Business Intelligence

Enterprise

Next to the three main editions, SQL Server 2012 will continue to be available in … Developer Edition Express Edition Compact Edition Web Edition (offered in SPLA model only)

Datacenter Edition is being retired with all capabilities now available in Enterprise

Workgroup and Small Business Editions are also being retired.

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SQL Server 2012 - Two Licensing Models

Main Editions Server + CAL Core-basedDescription Based on number of

Users or DevicesBased on

computing power

Legacy SQL EE Server 2012: Restricted to server with no more than 20 cores, New purchases (Lic /SA, Lic) not anymore available since 1 July 2012 or after expiration of EA/EAP with EE Server post 30 June 2012.

«Legacy» SQL Server EE

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SQL 2012 in Physical Environment – Server/CAL Model

How to license SQL Server in a Physical Environment?

Available Editions Server CAL Model• SQL 2012 Business Intelligence Edition (BI)• SQL 2012 Standard Edition (SE)• Legacy SQL 2012 Enterprise Edition (EE)

SQL Server 2012 CAL (User /Device)

SQL 2012 BI Edition

SQL 2012Standard

Legacy SQL 2012 Enterprise SQL 2008 R2 Server CAL Model

Server License each individual server with a SQL Server License

CAL License each user or device accessing a SQL server with a SQL CAL.SQL Server 2012 CALs can be used to access any SQL Server database licensed per server, regardless of platform or edition.

The SQL Server 2012 CAL price will increase by about 27%.

Legacy SQL EE Server 2012: Restricted to server with no more than 20 cores, New purchases (Lic/SA & Lic) not anymore available since 01 July 2012 or expiration of EA/EAP with EE Server post 30 June 2012. (C

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SQL Server 2012 in Virtual Environment – Server/CAL Model

How to license SQL Server in a Virtual Environment?

Available Editions Server CAL Model1) Individual Virtual Machine

• SQL 2012 Business Intelligence Edition (BI)• SQL 2012 Standard Edition (SE)• Legacy SQL 2012 Enterprise Edition (EE)

VM 1 VM 2 VM 3

SQL Server 2012 CAL (User /Device)

Server CAL ModelServer BI – 1 License = 1 VM

SE – 1 License = 1 VMLegacy EE – 1 License = 4 VM

Each licensed VM that is covered with Software Assurance can be moved frequently within a server farm or to a third party hosteror cloud services provider

CAL License each user or device accessing a SQL server with a SQL CAL.

Legacy SQL EE Server 2012: Restricted to server with no more than 20 cores, New purchases (Lic/SA & Lic) not anymore available since 01 July 2012 or expiration of EA/EAP with EE Server post 30 June 2012.

SQL SQL SQL

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SQL 2012 in Physical Environment – Core-based Model

How to license SQL Server in a Physical Environment?

Available Editions Core-based Model • SQL 2012 Standard Edition (SE)• SQL 2012 Enterprise Edition (EE)

Core-based ModelCore • License all of the physical cores on the

hardware.• A minimum of 4 core licenses are

required per physical processor

2 Quad-Core Processors = 8 Core licenses required

Physical Cores in the Processor 1 2 4 6 8Core License required 4 4 4 6 8

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SQL Server 2012 in Virtual Environment – Core-based Model


Available Editions Core-based Model1) Individual Virtual Machine

• SQL 2012 Standard Edition (SE)• SQL 2012 Enterprise Edition (EE)

VM 1 VM 2

VM1 = 6 virtual cores = 6 Core licenses requiredVM2 = 2 virtual cores = 4 Core licenses required

Core-based ModelCore • License the virtual cores in each virtual

machine• There is a minimum of 4 core licenses

required for each virtual machine

Each licensed VM that is covered with Software Assurance can be moved frequently within a server farm or to a third party hoster or cloud services provider without buying additional SQL Server licenses

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SQL Server 2012 in Virtual Environment – Core-based Model


Available Editions Core-based Model2) High Density Virtualization

• SQL 2012 Enterprise Edition (EE) with Software Assurance

Server CAL ModelCore • License all the physical cores on the server

(or server farm) with Enterprise Edition core licenses and Software Assurance

• Deploy an unlimited number of VMs

VM

VM

VM

VM

VM

VM

VM

VM

VM

4 Dual-Core-Processors = 8 Cores = Unlimited number of VMs if licensed with SA

…>

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