IBM License management
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The document outlines the agenda and key points from the IT Asset Management (ITAM) Review IBM & SAP seminar held in London on April 28, 2015. It covers topics such as IBM's software licensing metrics, compliance risks, and optimization strategies, emphasizing the complexities of managing IBM licenses and the importance of understanding ownership and requirements. Additionally, it discusses the implications of audit processes and changes in audit clauses within IBM agreements, highlighting the necessity for proactive license management strategies to avoid substantial costs.
IBM License management
- 1. Premier Sponsor IBM Licence Management London Seminar April 2015 ITAM Review IBM & SAP Seminar, London 28th April 2015
- 2. Premier Sponsor The Speaker ITAM Review IBM & SAP Seminar, London 28th April 2015 § Ex-licence audit manager at Deloitte, 200+ enterprise audits for IBM § Now leads FIAC, and is the Centre of Excellence on IBM matters Eric Chiu § Part of HW Fisher, an 80-year old, top 30 accountancy in London. § Over 20 years experience in licence audit and advisory. § IBM Audit Defence, Internal Baseline and IBM LMO (License Management Options) amongst most popular services FIAC offers. Fisher IT Asset Consulting Hwfisher.co.uk/fiac | licensing@hwfisher.co.uk | @auditdefence
- 3. Premier Sponsor Agenda of the day ITAM Review IBM & SAP Seminar, London 28th April 2015 § IBM software portfolio and core licensing metrics overview § Understanding IBM licence ownership ESSO, PA and Legacy Contracts § Measuring IBM licence requirements correctly PVU vs Everything else § Sub-capacity and your tools ILMT and Third-party tools against contractual obligations § License Optimisation tips Can money be saved? Part 1 - IBM License Management Knowledge, risks and management advice
- 4. Premier Sponsor Agenda of the day ITAM Review IBM & SAP Seminar, London 28th April 2015 § Global license compliance operation overview § Audit case studies What happens when things go wrong § Audit workflow and defence tactics How does audit work in real life, and how to manage every stage of the audit § An audit-free state Understanding IBM License Management Option (LMO) § Self-Audit guides Where to start Part 2 – IBM License Compliance Audits Understand and take advantage
- 5. Premier Sponsor IBM: License management knowledge, risks & management advice ITAM Review IBM & SAP Seminar, London 28th April 2015
- 6. Premier Sponsor Portfolio Overview ITAM Review IBM & SAP Seminar, London 28th April 2015 What are we dealing with IBM offers over 31,000 application titles as of March 2015. Most of these can be categorised into 5 main categories as below: Information Management • Data & Content Management: Cognos, SPSS, DB2, FileNet, Informix, InfoSphere Lotus • Communication & Collaboration: Domino, Sametime, Notes, Quickr, CEO Rational • Software & system development: Rational Application developer, IBM Rational Test Virtualization Server Tivoli • Service management: Tivoli Storage Manager, Composite Application Manager, TotalStorage, Workload Scheduler WebSphere • System integration: WebSphere Application Server, WebSphere MQ, WebSphere Business Broker, Portal
- 7. Premier Sponsor Charge Metric Overview ITAM Review IBM & SAP Seminar, London 28th April 2015 Now you see why Discovery is nothing IBM has 143 active licence metrics (charge metrics) as of March 2015. By including legacy metrics the figure goes beyond 200. Processor based • Processor –> Core –> Processor Value Unit User based • Role based user: admin / advance / basic / limited use • Tier based user -> Authorised User Value Unit (AUVU), EUVU Concurrency based • Concurrent users / sessions Capacity based • Terabytes Device rating based • Resource value unit
- 8. Premier Sponsor Top 6 Compliance Risks ITAM Review IBM & SAP Seminar, London 28th April 2015 What get you in trouble 6) Virtualisation 5) User role & access definition 4) Server role definition 3) Multiplexin g 2) Application specific restrictions § “These are our Test/Dev servers…” § “These servers are ran by our service provider(s)…” § “I know how to count PVUs so why ILMT” § “Computer says…” Winner The ‘But’
- 9. Premier Sponsor Is it fair to call IBM a Bully? ITAM Review IBM & SAP Seminar, London 28th April 2015 Debatable perhaps Better price discrimination Built-in Licence Control Virtualisation Discount Windows Vs. Vs. Vs. Vs. Easy Licensing DR Capability & Security Administrative overhead Unix
- 10. Premier Sponsor Contract & Licence Structure ITAM Review IBM & SAP Seminar, London 28th April 2015 Passport Advantage Agreement Passport Advantage Express Legacy Agreements EnterpriseSoftware& ServicesOffering Agreement(ESSO) Contract Structure Licence Structure Base Licence with 12 months S&S S&S Renewals S&S Renewals S&S Renewals S&S Renewals ! § Base vs S&S count § Metric conversions § Trade-ups § Re-instatements § Legacy licences
- 11. Premier Sponsor Raw Transaction ITAM Review IBM & SAP Seminar, London 28th April 2015 What you (can) have
- 12. Premier Sponsor Entitlement Position ITAM Review IBM & SAP Seminar, London 28th April 2015 What you need
- 13. Premier Sponsor Measuring Usage ITAM Review IBM & SAP Seminar, London 28th April 2015 Think Strategically Let’s start by scanning desktops and servers, maybe with ILMT, and find out where my IBM applications are installed, then go from there. Let’s start by consolidating our license records to understand what titles we have bought and under which charge metrics, then determine the reporting responsibilities and the associated data requirements accordingly. Because IBM installation counts rarely relate to actual licence requirement
- 14. Premier Sponsor Measuring Usage ITAM Review IBM & SAP Seminar, London 28th April 2015 Top Down Bottom up then What we have bought ? PVU Non - PVU ILMT Deployment & Validation Bundling, coverage & accuracy Additional Information Required Design Data Collection Methodology to measure usage according to charge metrics Manual Calculation ILMT Update & Sign- off Effective Usage i.e. Licence Required
- 15. Premier Sponsor Measuring Usage ITAM Review IBM & SAP Seminar, London 28th April 2015 What ILMT doesn’t tell you Install Limitation The total amount of resources allocated to a given Informix Install, including all database instances managed by the Install, cannot exceed: Processor Limit The Program allows a maximum of sixteen (16) Informix CPU Virtual Processors (as reflected in the NUMCPUVPS tunable parameter of the Program) per Install. Memory Allocation Limit The Program allows a total of sixteen (16) Gigabytes of memory allocated (as reflected in the SHMTOTAL tunable parameters of the Program) to support use of all instances of the Program on a single Install, regardless of the amount of physical memory in the physical server. Licensee may use the Program up to a total of two (2) Secondary Install nodes, in any combination using: High-availability Data Replication (HDR), Remote Secondary Server (RSS) or Shared Disk Secondary (SDS). Source: IBM License Information documents www-03.ibm.com/software/sla/sladb.nsf/lilookup/461F2F1336373573852577B900760678?OpenDocument Example: Informix Growth Edition | Concurrent Session | Licence Restrictions
- 16. Premier Sponsor Measuring Usage ITAM Review IBM & SAP Seminar, London 28th April 2015 Example: Informix Growth Edition | Concurrent Session | Data Requirements What ILMT doesn’t tell you
- 17. Premier Sponsor Sub-Capacity & ILMT ITAM Review IBM & SAP Seminar, London 28th April 2015 What’s the PVU requirement for WAS? Q1 Q2 Q3 400 PVU 800 PVU 200 PVU Q4 Time LPAR decom 0 PVU IBM Software: WebSphere Application Server Deployment: 1 x VM, on a 1,000 PVU Physical Host
- 18. Premier Sponsor Sub-Capacity & ILMT ITAM Review IBM & SAP Seminar, London 28th April 2015 How ILMT works Hardware (PVU) Scan Every 30 mins Software Signature Scan Daily - Monthly Database of ALL records from the beginning of time Reporting Process Today CPU Lib Signature Lib Calculate Peak PVU For Time Range specified by USER Apply Bundling Rules Guessed by ILMT & Confirmed by USER Bundling Lib Product Level PVU Reports
- 19. Premier Sponsor Optimisation ITAM Review IBM & SAP Seminar, London 28th April 2015 Or just call it money saving £$€ Saved Unused software Penalty Avoidance Cheaper licensing options
- 20. Premier Sponsor Just to give you an idea ITAM Review IBM & SAP Seminar, London 28th April 2015 This alone was a €20 million euro saving
- 21. Premier Sponsor A Quick Summary ITAM Review IBM & SAP Seminar, London 28th April 2015 § IBM has a huge software portfolio and highly complex licensing metrics, causing challenges in effective licence management § Understand your ownership of IBM licences should always be your first step, and it can be harder than it looks § When measuring IBM licence requirement, you need to cover both PVU based software via ILMT, and Non-PVU based software manually. § It is important to know ILMT's limits and understand how it integrates with other SAM solutions. § If you get things right, a lot of money can be saved!
- 22. Premier Sponsor IBM License Compliance Audits: Understand and Take Advantage ITAM Review IBM & SAP Seminar, London 28th April 2015
- 23. Premier Sponsor How audit works? ITAM Review IBM & SAP Seminar, London 28th April 2015 Selection Notification Scoping & Initiation Data collection Data analytics and validation Factual accuracy discussion 3-way hand-over Settlement discussions How to stay under the radar? How to buy some time or come clean? What to include and when What to share / submit? How to avoid unnecessa ry work? How to validate an audit report? What “facts” to agree to? How much to liability to accept? And what you can do to manage it
- 24. Premier Sponsor Audit Clause – Key Update 1 ITAM Review IBM & SAP Seminar, London 28th April 2015 Old Agreement Upon reasonable notice, IBM may verify Customer’s compliance… Such verification will be conducted in a manner that minimizes disruption to Customer’s business … during normal business hours. IBM may use an independent auditor to assist with such verification, provided IBM has a written confidentiality agreement in place with such auditor. New Agreement Client will maintain, and provide upon request, records and system tools output, and access to Client’s premises, as reasonably necessary for IBM and its independent auditor to verify Client’s compliance with this Agreement.
- 25. Premier Sponsor Audit Clause - Key Update 2 ITAM Review IBM & SAP Seminar, London 28th April 2015 Old Agreement Customer agrees to promptly pay directly … software subscription and support for such excess use for the lesser of the duration of such excess use or two years New Agreement If Client's records are inadequate to determine IBM Subscription and Support or Selected Support charges, IBM's charges for any excess usage will include two years of associated maintenance and IBM Subscription and Support or Selected Support.
- 26. Premier Sponsor What do these changes mean? ITAM Review IBM & SAP Seminar, London 28th April 2015 § IBM now stands on stronger legal grounds when conducting audits against its customers § It will be harder to ‘buy-time’ and ‘clean up’ by deploying some classic stalling tactics against audit request § Identifying over-usage before audit becomes a lot more valuable – for at least a 40% saving on cost.
- 27. Premier Sponsor License Management Option ITAM Review IBM & SAP Seminar, London 28th April 2015 The only way to keep audits away § Demonstrate to IBM that you have a mature SAM process that satisfies IBM Licence Management requirements § You may be asked to facilitate a limited-scope audit § Quarterly self-audited compliance reporting to IBM Pros Cons
- 28. Premier Sponsor DIY your first ELP ITAM Review IBM & SAP Seminar, London 28th April 2015 § Scope (organisational), Scope (3rd party) and Scope (Product) § Create your Effective Entitlement Position Base licence quantity + S&S quantity + licence metric + licence restrictions from Ts&Cs § Create a project plan, identify product owners for each IBM application 1. Planning
- 29. Premier Sponsor DIY your first ELP ITAM Review IBM & SAP Seminar, London 28th April 2015 § Validate ILMT/TAD4D deployment coverage and bundling accuracy § Generate and sign all ILMT reports § If you have a SAM tool, make sure only the right stuff from ILMT get’s pull in. Remember it is all about peak over time, rather than a snapshot of point-in-time. 2. PVU product usage work stream
- 30. Premier Sponsor The Next Step ITAM Review IBM & SAP Seminar, London 28th April 2015 § Read the Ts&Cs in the Licence Document for each title that is NOT licensed under PVU metric § Define a data collection methodology for each title § Instruct product owners to generate data accordingly 3. Non-PVU product usage work stream