IBM i Licensing: Navigating the World of IBM i Software

Transcription

1 IBM i Licensing: Navigating the World of IBM i Software Alison Butterill WW IBM i Offering Manager Version 2 - updated October 2015 Agenda Basic Concepts Basic Rules Capacity Backup (CBU) and Designated Backup Machines Temporary Keys and Transfers and Days, Oh My! Mobility Other Power Systems Software IBM Software Licensing 2

2 Agenda Basic Concepts Basic Rules Capacity Backup (CBU) and Designated Backup Machines Temporary Keys and Transfers and Days, Oh My! Mobility Other Power Systems Software IBM Software Licensing 3 IBM i Software There are three types of software for IBM i (from the perspective of this presentation) IBM i base operating system Licensed Program Products (LPPs), for example DB2 WebQuery BRMS IBM i Access (Client Access) PowerHA for i etc. Other products Products licensed under Passport Advantage, for example - WebSphere MQ, Rational Tools, etc. ISV Software SAP, Infor, etc. 4

3 The Basics IBM i licensing is based on hardware model / machine size One IBM i license required per core (plus users on machines where applicable: P05, P10) License is also referred to as an "entitlement IBM i requires software license keys Three machine size groups as per other Power Hardware platforms Small, Medium and Large For IBM i, there are also processor groups (aka software tiers ) which map to machine sizes: Small processor groups P05/P10/P20 Medium processor group P30 Large processor group P50 NOTE: P05 and P10 are priced per processor plus users All of these tiers are also mapped to IBM i transfer groups (which are only used for the IBM i Entitlement Transfer Offering) 5 IBM i Licensing The Basics Large 795, 780 Model Medium E880, E870, 770, 760 S , 740, 730 PureFlex/Flex: p260: 8/16 core p460: 16/32 core Small S822 S814 6/8 core 720 & 710 6/8 core Blades: 8/16, 16/32 core PureFlex/Flex: p A S812 1-core S814 4 core 720 & core Blade: 4 core

4 IBM i Licensing The Basics Model Large 795, 780 Per core Structure Medium E880, E870, 770, 760 Per core Small S , 740, 730 PureFlex/Flex: p260: 8/16 core p460: 16/32 core S822 S814 6/8 core 720 & 710 6/8 core Blades: 8/16, 16/32 core PureFlex/Flex: p A S812 1-core S814 4 core 720 & core Blade: 4 core Per core Per core and user Per core and user Per core and user Per core and user 7 7 IBM i Licensing The Basics Model Structure Processor Group Large 795, 780 Per core P50 Medium E880, E870, 770, 760 Per core P30 S , 740, 730 Per core P20 PureFlex/Flex: p260: 8/16 core p460: 16/32 core Per core and user P10 Small S822 S814 6/8 core 720 & 710 6/8 core Blades: 8/16, 16/32 core Per core and user P10 PureFlex/Flex: p A Per core and user P05 S812 1-core S814 4 core 720 & core Blade: 4 core Per core and user P05 8 8

5 IBM i Licensing The Basics IBM i License Transfer Groups Model Structure Processor Group Large 795, 780 Per core P50 Group 3 Medium E880, E870, 770, 760 Per core P30 Group 2 S , 740, 730 Per core P20 Group 1 PureFlex/Flex: p260: 8/16 core p460: 16/32 core Per core and user P10 Group 6 Small S822 S814 6/8 core 720 & 710 6/8 core Blades: 8/16, 16/32 core Per core and user P10 Group 5 PureFlex/Flex: p A Per core and user P05 Group 6 S812 1-core S814 4 core 720 & core Blade: 4 core Per core and user P05 Group 4 9 Licensed Program Products (LPPs) Most LPPs for IBM i are purchased/ordered as separate products Some use software license keys, some do not Licensing model varies by LPP, e.g.: One License per system Per processor or per user licensing etc Check individual Ts and Cs Examples of some of the separately ordered LPPs: 5648-B45 AFP Font Collection 5769-FN E77 InfoPrint Fonts 5769-FNT 5722-IP1 InfoPrint Server 5770-QU B45 AFP Font Collection for i 5798-FAX 5733-CY2 Cryptographic Device Manager for i 57xx-AF CY3 Cryptographic Device Manager for i 57xx-BR FXD Integrated Domino Fax 57xx-DE ID1 InfoPrint Designer - withdraw effective December xx-DFH 5733-OAR Rational Open Access, RPG Edition (now withdrawn effective May 2012) 57xx-HAS 57xx-JS QU2/QU3/QU4 DB2 Web Query for i (now withdrawn) 57xx-MG WQX/WQE/WQS DB2 Web Query for i (new as of May 2012) 57xx-PT XT2 XML Toolkit 57xx-RDW 5761-AMT Rational Application Management Toolset 57xx-SM AP1 Advanced DBCS Printer Support (6.1 and 7.1) 57xx-SOA 5761-CM1 Communications Utilities 57xx-SOC 5761-DB1 System/38 Utilities 57xx-ST DS2 Business Graphics Utility 57xx-WDS 5769-FN1 AFP DBCS Fonts 57xx-XW1 AFP DBCS Fonts AFP Fonts Query (delivered with DB2 WebQuery only) Fax Advanced Function Printing Utilities Backup Recovery Media Services DB2 Extenders CICS PowerHA for i Job Scheduler Managed System Services Performance Tools Rational Developer for i System Manager Rational Developer for i for SOA Construction Rational Developer for i for SOA Construction DB2 Query Manager and SQL Dev Kit for i Rational Developer Studio IBM i Access Family 10

6 Licensed Program Products (LPPs), continued Bonus Programs : Delivered automatically and licensed with IBM i OS, not ordered separately Installed individually IBM i 7.2 Bonus Programs (with installation product IDs): IBM HTTP Server for i (5770-DG1) IBM Developer Kit for Java (5770-JV1) IBM Network Authentication Enablement for i (5770-NAE) IBM i Open Source Solutions (5733-OPS) IBM Portable Utilities for i (5733-SC1) IBM TCP/IP Connectivity Utilities for i (5770-TC1) IBM Transform Services for i (5770-TS1) IBM Universal Manageability Enablement for i (5770-UME) IBM i Access for Windows (5770-XE1) (some components require an entitlement for IBM i Access Family 5770-XW1) IBM i Access Client Solutions (5733-XJ1) (some components require an entitlement for ibm i Access for Windows (5770-XW1) Zend Server Community Edition for I Application Runtime Expert (5733-ARE) 11 IBM i Announcements on October 11, 2016 Delivery Simplification for IBM i Announcement letters: IBM i 7.3 TR1 & IBM i 7.2 TR5 Delivery simplification for selected programs IBM i is simplifying the delivery for the listed LPPs and OS feature: For IBM i 7.2 and later, the selected LPPs and IBM i feature will no longer be ordered separately and instead will be automatically delivered with IBM i orders and upgrades. Existing IBM i 7.2 and 7.3 clients who are registered on ESS can download the products from there 5733-ARE Administration Runtime Expert (formerly called Application Runtime Expert ) FAX Facsimile Support for i SM1 System Manager for i 7.2 and DFH CICS Transaction Server for i 7.2 and MG1 Managed System Services for i 7.2 and SS1 IBM i Option 23, OptiConnect 7.2 and

7 IBM i Software Maintenance In early 2000s, in response to requests from clients Group SWMA was introduced Single charge maintenance contract including many IBM i products Integrated support/subscription Current IBM i Group SWMA covers the operating system and approximately 45 selected components/lpps Refer to the next chart for examples. The complete list is at Price for SWMA calculated solely on price of IBM i Other LPPs and IBM software products which are not covered by the IBM i Group SWMA instead have their own SWMA contracts, for example DB2 Web Query (5733-WQE/WQS) PowerHA SystemMirror for i (5770-HAS) Rational Developer for i PowerVM etc. 13 Components of IBM i Group SWMA 5770-SS1 IBM i V7R1 Max Users (per system, not per core) Enterprise Entitlement 5770-XW1 IBM i Access Family 5770-XH2 IBM i Access for Web 5761-XL1 IBM i Access for Linux 5770-XE1 (SS1) IBM i Access for Windows 5733-XJ1 (SS1) IBM i Access Client Solutions 5761-AP1 Advanced DBCS Printer Support 5770-AF1 Advanced Function Printing 5769-FN1 AFP DBCS Fonts 5648-B45 AFP Font Collection 5733-B45 AFP Font Collection for IBM i 5769-FNT AFP Fonts 5733-ARE Application Runtime Expert 5770-BR1 Backup Media Recovery Services Advanced Feature Enterprise Feature 5761-DS2 Business Graphics Utility 5722-BZ1(SS1) Business Solutions 5770-DFH CICS 5761-CM1 Communications Utilities 5733-CY3 Cryptographic Device Manager 5761-DP4 DB2 DataPropagator 5770-ST1 DB2 Query Manager & SQL Development Kit 5770-DE1 DB2 UDB Extenders 5770-JV1(SS1) Developer Kit for Java SO1(WE2) Express Runtime Web Environments 5798-FAX Facsimile Support 5770-DG1(SS1) HTTP Server 5733-ID1 InfoPrint Designer 5648-E77 InfoPrint Fonts 5722-IP1 InfoPrint Server 5733-FXD Integrated Domino Facsimile 5770-JS1 Job Scheduler 5770-MG1 Managed System Services 5770-NAE Network Authentication Enablement 5733-OMF OmniFind Text Search Server for DB PT1 Performance Tools 5733-SC1(SS1) Portable Utilities 5770-QU1 Query 5770-AMT Rational Application Management Toolset 5722-IA1(SS1) Software Integration Assistant 5770-SM1 System Manager 5761-DB1 System/38 Utilities 5770-TC1(SS1) TCP/IP Utilities 5770-TS1 Transform Services 5770-UME(SS1) Universal Manageability Enablement 5722-WE2 Web Enablement 5733-W85 WebSphere App Server - Express WDS WebSphere Development Studio 5733-XT OPS XML Toolbox IBM I Open Source Solutions

8 Non-Group SWMA Products Product ID 5733-WQE 5733-WQS 57xx-HAS 5733-RDI 5733-SOA 5733-RDP 5733-RDW Title DB2 Web Query Express and Standard Edition PowerHA for i Rational Developer Tools for i5/os Rational Developer for System i for SOA Construction Rational Developer for Power Systems Software: RPG and COBOL Development Tools for i For the complete list of programs which are part of IBM i Group SWMA, refer to Note: The above list and the referenced web site do not include products licensed through Passport Advantage. 15 Some details about SWMA SWMA is version agnostic Purchase SWMA to be eligible for upgrades and support For releases out of support: Service Extension may be available for limited technical support Currently supported releases IBM i 7.1, IBM i 7.2, IBM i 7.3 To obtain IBM i 6.1 Service Extension Must have current SWMA contract Purchase Service Extension to allow support coverage on selected 6.1 products 5.4 and 6.1 Service Extension It is IBM s intent to offer a Service Extension for IBM i

9 5.4 and 6.1 LifeCycle IBM i 5.4 LifeCycle: (since 2006) IBM i 6.1 LifeCycle: Marketed and Serviced Service Only GTS Feebased service EOM EOS 12/2014 9/30/15 EOL 9/30/18 EOM = End of Marketing EOS = End of Service EOL = End of Life 17 Agenda Basic Concepts Basic Rules Capacity Backup (CBU) and Designated Backup Machines Temporary Keys and Transfers and Days, Oh My! Mobility Other Power Systems Software IBM Software Licensing 18

10 Basic Licensing Rules IBM i operating system is only licensed for the machine serial number on which it was originally sold These terms are modified with specific offerings: e.g. Capacity Backup, IBM i Entitlement Transfer offering, Power Enterprise Pools, etc. PowerVM is only licensed for the machine serial number on which it was originally sold and therefore cannot be transferred to a different machine PowerVM has an activation code which is specific to the machine serial number From V5R3 and later, most IBM i Licensed Program Products can be transferred between systems belonging to the same Enterprise For V5R2 and earlier, the software stack could be sold with the machine to another customer For all other Power Software, products licensed through Passport Advantage, and ISV Software, refer to the software license terms IBM Software License Agreements are published on the Software License Agreement web site: 19 Basic Licensing Rules The Entitled System Support (ESS) website is an important resource for software information Software Entitlements electronic Proof of Entitlement (epoe) (V5R2 and prior had paper SW Entitlements which must be verified) Software license key management SWMA records Upgrades Software downloads IBM i Evaluation (Try & Buy), National Language Version (NLV) Downloads For countries supported for downloads see The Key Center can be contacted at WWSWKEYS@dk.ibm.com Customers can use ESS themselves or register a BP to use ESS on the customer s behalf ESS web site: For documentation, refer to Help on the left menu 20

11 User-based Licensing Model Structure Processor Group PureFlex/Flex: p260: 8/16 core p460: 16/32 core Per core and user P10 Small S822 S814 6/8 core 720 & 710 6/8 core Blades: 8/16, 16/32 core Per core and user P10 PureFlex/Flex: p A Per core and user P05 S814 4 core 720 & core Blade: 4 core Per core and user P05 Two components to pricing for P10 and P05 machines Per processor core Per user Users can be purchased in blocks of 5 (P05 tier machines) or 10 (P10 tier machines) Unlimited User Entitlement option The charge is for concurrent users A user is a person not a userid, a profile, a program, or anything else! A person who accesses IBM i and exchanges credentials directly with IBM i or indirectly with an application running on IBM i 21 User-based Licensing: Special Scenarios Special licensing option for External Users Provides access to individuals who are NOT employees or similar personnel of your enterprise or individuals to whom you provide hosted services (not needed if machine is licensed for Unlimited Users) Special licensing option for Unlimited Collaboration Users Provides entitlement for an unlimited number of users who access IBM i solely for the use of collaboration products and for no other purpose. Licenses for these products are sold separately: IBM Lotus Domino IBM Lotus Sametime IBM Lotus Quickr (The Domino Version) IBM Lotus Quickplace IBM WebSphere Portal or IBM-approved IBM i appliance solutions Some LPPs have user-based licensing DB2 Web Query s user licensing component is named user Rational Developer is named users Rational Development Studio is per user, per product IBM i Access Family has a choice of concurrent user or unlimited users 22

12 Acquiring Keys for Earlier Releases from ESS Acquiring keys for earlier releases: SWMA required Keys automatically created for entitled release plus two releases prior to entitled version/release E.g. client has V7.1 entitlement, automatically acquire keys for 7.1, 6.1, and 5.4 Clients can request keys for earlier version/release and is subject to requirements: SWMA and entitlements in place 23 Agenda Basic Concepts Basic Rules Capacity Backup (CBU) and Designated Backup Machines Temporary Keys and Transfers and Days, Oh My! Mobility Other Power Systems Software IBM Software Licensing 24

13 CBU for i Overview IBM i is only licensed to the machine on which it was originally purchased and requires hardware serial-specific license keys The Capacity Backup (CBU) offering modifies IBM i licensing terms and allows you to temporarily transfer IBM i entitlements from your primary machine to a CBU machine, saving the cost of purchasing full IBM i entitlement for the CBU machine (there are minimum IBM i licensing requirements required on the CBU machine). This can provide a significant benefit to customers. The CBU offering is different from the IBM i Processor and User Transfer offering, where the Transfer offering also modifies IBM i licensing terms but permanently transfers IBM i entitlements to another machine 25 CBU for i Overview Offering for IBM i HA/DR environments Consolidation environments (AIX, i and Linux) Offering Features IBM i & 5250 Enterprise Enablement (OLTP) temporary entitlement transferability for HA/DR operations Offering Supports Temporary transfer of IBM i processor license entitlements from primary to CBU system Two year temp keys for eligible LPPs on CBU Registration required for IBM i operating system environments Primary Software tier primary CBU Software tier CBU Prerequisites Order CBU specify code when ordering a Power server Minimum one processor entitlement of IBM i for all models and user entitlements for 720 and below Must have as many IBM i entitlements on the CBU as is required for replication workload Primary server must be of equal or higher software tier Registration of primary system and CBU is required prior to CBU order fulfillment CBU feature may only be acquired upon purchase of a new box or via a model/type upgrade 26

14 CBU for i Overview A CBU is a Power server ordered with a CBU specify feature code Ø Registration of the primary system and CBU pairing and acceptance of the CBU terms and conditions are required prior to CBU order fulfillment The primary system must be of equal or higher software tier (processor group level) A CBU machine requires a minimum of one IBM i processor entitlement; P05 and P10 tier models also require a minimum block of user entitlements (5 or 10 users, respectively) Ø All productive workload running on the CBU is required to be licensed, e.g., replication services are considered productive workload The primary and CBU machines must be in the same enterprise The CBU feature may only be ordered on the purchase of a new server or type/model upgrade plant orders only Ø The licensing terms of the CBU are only available to the original owner of the CBU machine and are not transferrable to another party when the machine is sold The designation of primary system and CBU cannot be switched 27 CBU Offering Primary and CBU must always be in the same enterprise Solution Edition cannot be used as a CBU Refer to for the latest info and Q&A (and the November 17, 2015 tech talk!): Multiple primaries to one CBU One primary to multiple CBUs Multiple hosted machines or partitions to one CBU 28

15 Designated backup machine (DBM) The DBM is distinct and separate from the CBU offering Can be a new or used machine, is paired with at least one primary machine The primary system s CPW rating must be greater than or equal to the CPW rating of the DBM All processor cores used for backup recovery services, including those used to create and or manage the backup recovery environment, must be licensed I.e., IBM i operating system entitlements are not temporarily transferable as in the case of the CBU offering. IBM i entitlements are required on the DBM for all IBM i workload which can run on the DBM 29 Designated Backup Machine (DBM) Two-year temporary keys for the non-os LPPs for the DBM are available by completing the form TEMPORARY KEY REQUEST FOR BACKUP MACHINES Upon approval, temporary keys are generated for the DBM for all of the primary system s entitled LPPs Any LPPs for which temporary keys are acquired May not be used concurrently on primary and DBM A client may use one DBM to backup multiple primary machines by creating a partition on the DBM which meets CPW requirements When submitting the Temporary Key Request form, the client is required to provide verification that the CPW rating of the DBM partition does not exceed the CPW rating of the client primary (i.e. from the HMC, show the processors allocated on the client's partition) Is SWMA required on the DBM? If you need software support on the DBM, acquire SWMA on the DBM serial If you upgrade the entitlements on the primary system, you will need SWMA on the DBM in order to get upgraded temporary keys for the LPPs 30

16 Summary Comparison of CBU and DBM: CBU: allows temporary transfer of IBM i operating system entitlements from primary to CBU DBM: no temporary transfer of IBM i. All processors running IBM i operating system must be licensed for workload running on DBM CBU: must be in the same enterprise as the primary DBM: a service provider can own the DBM and provide backup services to machines owned by clients CBU: processor group size of primary must be greater than or equal to processor group size of CBU DBM: CPW rating of primary must be greater than or equal to CPW rating of DBM CBU: designation may only be acquired at the time of purchase and must be either a new machine or a machine-type-model upgrade; only available to original owner of machine DBM: can be a new or used machine For both CBU and DBM: can request temporary keys for LPPs (subject to requirements) 31 How to Get Temporary Keys for a CBU or DBM Temporary keys for the IBM i operating system are not provided for the CBU or DBM machine. The CBU agreement allows customers to ignore Out of Compliance messages You can get two-year temporary keys for non-os IBM i LPPs (and OS optional features like Media & Storage Extensions) for a backup system (CBU or DBM) by completing the form REQUEST FOR DESIGNATION OF A BACKUP IBM MACHINE For any software for which you ve acquired temporary keys, software cannot run concurrently on primary and backup system Any productive workload on the backup system must be licensed In order to qualify as a backup system For CBU: primary must be greater than or equal to CBU in processor group size For DBM: primary must be greater than or equal to DBM as measured by CPW Latest CPW reference guide: Performance Capabilities Reference (CPW Ratings start with Appendix C page 291) systems_power_software_i_perfmgmt_pcrm_feb2013.pdf You are responsible for renewing the temporary keys after two years. No automatic notification is sent from the Key Center Watch for updated temp key request form at IBM i License Topics at systems/support/planning/ibmi_license.html 32

17 Agenda Basic Concepts Basic Rules Capacity Backup (CBU) and Designated Backup Machines Temporary Keys and Transfers and Days, Oh My! Mobility Other Power Systems Software IBM Software Licensing Days vs 70 Days vs 40 Days vs 60 Days?? 15 Days - Migration: When you transfer IBM i software entitlements from one machine to another, you are allowed concurrent use of the entitlements on both machines for 15 days Concurrent use beyond 15 days requires IBM i Temporary Licensing (5733-ITL) Side-by-side RPQ Refer to FAQ at the end of the presentation regarding When does the 15 days start? 70 Days Evaluation / Try and Buy: Evaluation of keyed products allows trial use for up to 70 days with no key required The 70 days is only for evaluation purposes, not for productive use of a program. Migration is considered productive use 40 Days - Emergencies: In emergencies, temporary keys for up to 40 days can be issued Used in cases where a permanent solution is pending or in process (a software order or transfer) 60 Days IBM i OS Transfer: Used in the IBM i Entitlement Transfer offering: If you remove all processors and/or all users from the donor, 60-day temporary keys for one processor and/or one user created in order to complete verification process 34

18 40-Day Temporary Key Process for Emergencies Prior to February 2017 In emergency situations, temporary keys for up to 40 days can be issued: Request a copy of the temporary key form by: WWSWKEYS@dk.ibm.com or Contact ESS support team: > Contacts Used in cases where a permanent solution is pending or in process (a new software or transfer order) Extension of 40-day temporary keys requires IBM authorization based on the justification 35 Entitled System Support (ESS) Enhancements Interim Keys Since February 2017 Interim keys Available since: February 16, 2017 What are interim keys? Self-serve 40-day temporary keys for LPPs and OS features For emergencies stemming from ordering or licensing issues in a variety of situations - E.g. orders are pending or transfer of entitlements are pending in IBM records Also retrieve currently installed IBM i OS key - no customer number registration required Interim keys do not take the place of a customer purchasing temporary licensing (5733- ITL) if required for migrations, etc. are not issued for IBM i operating system entitlements (feature 5051, 5052, 5053) Who can generate interim keys? Everyone: no customer number registration required 36

19 ESS Enhancements Interim Keys Since February 2017 Interim Keys Refer to: ess/ > IBM i Software Keys Start Date The start date is immediate: i.e., the 40 days begins when you acquire the keys from ESS 37 ESS Enhancements Interim Keys Ts & Cs Since February 2017 The availability of interim keys for a hardware machine serial number is dependent on several conditions: 1. The machine type, hardware machine serial number must be valid and recognized by ESS 2. If the machine is licensed to IBM i OS, the machine must have at least one IBM i per processor license installed 3. The machine may not have an order for IBM i Temporary Licensing (5733-ITL) pending for activation, or active 5733-ITL keys If the hardware machine serial has active 5733-ITL keys, no interim keys can be generated for products and product functions which cannot be ordered with 5733-ITL 4. The machine has not had two or more temporary keys within the last 12 months for the required product function Temporary keys means a key with an expiration date and without entitlement, so e.g. could be keys acquired via 5733-ITL or interim keys This limitation applies to a product function on a machine serial number across Version/Release/ Mod levels. Example: On a machine serial, I acquire: 5761-JS st request: 40-day key 5761-SS st request: 40-day key 5770-SS nd request: 21-day key On this same serial, I can subsequently make a 2 nd key request for 5761-JS1 and can acquire keys for other products/functions, e.g. 57xx-BR1, 57xx-PT1 If the machine meets the conditions as stated above, 40-day interim keys are generated initially, then 21-day interim key may be subsequently generated if needed Do not generate the additional 21-day temporary key until the 40-day key is close to expiration since the key expiration date is calculated at the time you acquire the key from ESS. 38

20 Permanent Transfer of Software to Another System? IBM i OS: Tied to the machine serial number, must stay with the machine when ownership is transferred However, the IBM i Entitlement Transfer offering allows eligible entitlements to permanently transfer to another machine within the same enterprise CBU offering only allows temporary transfer PowerVM: Tied to machine serial number, stays on machine when system sold/ transferred IBM i non-os LPPs and IBM i optional features can transfer to another system within the same Enterprise V5R2 and earlier, the whole software stack could be transferred with the machine to any new owner If V5R2 or earlier use Internal Request Form (contact Key Center at WWSWKEYS@dk.ibm.com ) V5R3 and later, use the ESS system (or WWSWKEYS@dk.ibm.com) or configure a license transfer order in e-config 39 IBM i Processor and User Entitlement Transfer Offering Enables IBM i processor and user entitlement to be permanently transferred between selected systems: Implemented worldwide via IBM e-config SWMA required on donor system Donor system must have been installed for a minimum of one year Transfer fee is $5K USD plus additional uplift charges if transferring to higher tier IBM i processor and user entitlements move to target system Base entitlements: the following POWER5 models had these base entitlements which are NOT eligible to transfer (1 base license) (1 base license) (4 base licenses) Refer to Transfer Guide for requirements and eligibility. Published here: Updates are posted any time there is a change in IBM policy 40

21 IBM i Processor and User Entitlement Transfers Donor Machine (Source) Must have current SWMA Must have been installed for minimum one year Receiving Machine (Target) For each processor entitlement transferred, one year of SWMA included at no charge Ø SWMA is not included when transfer includes ONLY IBM i user entitlements (any type) and no processor entitlements 41 IBM i Entitlement Transfer Offering Group Definitions Tier Model Structure Processor Group Large Per core P50 Group 3 Medium E880, E870, 770, 760 Per core P30 Group 2 S / 740 / 730 Per core P20 Group 1 IBM i entitlement transfers can be done within groups 1, 2, and 3 within groups 4, 5, and 6 from groups 1, 2, and 3 to group 6 (with the exception of A: no transfer from 1/2/3 to the P A) PureFlex/Flex: Flex System p260 8/16-core Flex System p460 16/32 core Per core and user P10 Group 6 Ø Transfer from 1/2/3 to Flex P10 results in adding one Unlimited User entitlement Small S822, S814 6/8 core 720 / 710 6/8-core PS701/703 8/16-core PS702/704 16/32-core Per core and user P10 Group 5 42 PureFlex/Flex: Flex System p260 Compute Node A S812 1-core S814 4 core 720 / core PS700 4-core Per core and user Per core and user P05 Group 6 P05 Group 4

22 IBM i Entitlement Transfer Clarifications Donor and receiving machines do not need to be at same version/release You can configure IBM i license transfer to a target machine at the same or a later level of IBM i than the donor (but not at an earlier release than the donor) Available in both e-config Software-only and NEWSYS paths 60 Day Temporary Keys: For IBM i Entitlement Transfer offering: Ø If you remove all processors and/or all users from the donor, 60-day temporary keys for one processor and/or one user created in order to complete verification process 43 IBM i Entitlement Transfer Verification tool for reduced quantity key on the donor - QLZAVXFR The tool collects the correct donor key installation information for submission to the Key Center Retrieves the currently installed license key information for 57xx-SS1 feature codes: 5051 IBM i Processors 5052 IBM i Users 5053 IBM i Application Server Processors Creates interactive output: client sends the output screen to Key Center at WWSWKEYS@dk.ibm.com Must run the tool in each IBM i partition The tool is available via PTF for 5.4 and later PTF numbers: V5R4 SI SI52037 available February SI52042 available February contains the tool in the base 7.2, no PTF required 44

23 Temporary Licensing (5733-ITL) and Side-by-side RPQ 45 Temporary Software Licenses: 5733-ITL Replace machine with new machine with different serial, transferring entitlements from existing, need to use entitlements concurrently for more than 15 days 5733-ITL can also be used for special projects or temporary workloads, not just for migrations Ordered via 5733-ITL (e-config) Need serial number of recipient box Order any number of months up to a maximum of 12 Covers IBM i OS as well as many IBM i LPPs DB2 Web Query is not included with 5733-ITL offering User-based LPPs are handled as follows: IBM i Access Family (57xx-XW1) is licensed for the system (unlimited users) as opposed to quantity of users Rational Development Studio (57xx-WDS) is licensed for 250 users CICS Transaction Server for i (57xx-DFH) is licensed for unlimited users Make sure that the start date is specified correctly in e-config since the temporary keys are generated based on the start date configured into the 5733-ITL order For software that is covered via 5733-ITL, refer to: > IBM i Temporary Software License (5733-ITL) 46

24 Side-by-side RPQ for Hardware Upgrades Upgrade and keep same serial number (Whereas 5733-ITL covers replacement of system with different serial numbers) RPQ order process rather than econfig Allows from and to machine to both run alongside each other Each order of the RPQ covers 2 weeks, maximum total period is 16 weeks Covers IBM i OS as well as IBM i LPPs The cost of the RPQ covers Software licensing on both systems An additional visit by an engineer to complete the upgrade (refer to RPQ) Model RPQ Number US Price Euro Price 8202 E4B/C/D (720) $3, , MMB/C/D (770) $10, , MHB/C/D(780) $10, , MME/MHE (E870 / E880) $10, , Agenda Basic Concepts Basic Rules Capacity Backup (CBU) and Designated Backup Machines Temporary Keys and Transfers and Days, Oh My! Mobility Other Power Systems Software IBM Software Licensing 48

25 IBM i Live Partition Mobility: Licensing Considerations IBM i LPM support starting with IBM i 7.1 TR4 (2Q2012) and later Source System Movement to a different server with no loss of service Destination System Virtualized SAN SAN and and Network Infrastructure For the IBM i OS and standard set of IBM i Licensed Program Products If software entitlements have NOT been acquired on destination systems: Temporarily move a partition via LPM for up to 70 days to a destination system Software entitlements must be acquired on a source system The 70 day count restarts upon subsequent move via LPM back to a destination system The source system must be equal or larger in processor group than any destination system Note: All processor activations and 5250 Enterprise Enablement must be acquired on the destination systems Power Enterprise Pools Mobile CoD / Power Enterprise Pools Among the programs eligible to move as part of this offering: IBM i OS PowerHA for i Other IBM i LPPs must be acquired on each machine in the pool where they will run 50

26 Agenda Basic Concepts Basic Rules Capacity Backup (CBU) and Designated Backup Machines Temporary Keys and Transfers and Days, Oh My! Mobility Other Power Systems Software IBM Software Licensing 51 Other Power Software Pricing Model Most Power Systems Software uses a 3 X 3 matrix 3 product offerings with increasing level of functionality 3 groupings of servers small, medium and large Most products require one license per processor core Some exceptions for products that reside on HMC, etc Some exceptions for products with only one or two offerings Power Software Product Small Processor Medium Processor Large Processor Express Standard Enterprise 52 IBM Confidential 2005 IBM Corporation 52

27 Power Systems Software Common Products: PowerVM PowerHA PowerSC PowerVC SmartCoud Entry Systems Director HPC and GPFS AIX etc 53 IBM Confidential 2005 IBM Corporation 53 Agenda Basic Concepts Basic Rules Capacity Backup (CBU) and Designated Backup Machines Temporary Keys and Transfers and Days, Oh My! Mobility Other Power Systems Software IBM Software Licensing 54

28 Formerly Known as SWG Products InfoSphere Software 55 Some common products used by IBM i customers DB2 Omnifind Domino Sametime Quickr Forms Developer for i Team Concert for i Development Studio Storage Management (TSM) Directory Integrator Application Server MQ Portal 56

29 IBM SW Products 3 Ways IBM SW products are available 1. IBM i LPPs ordered through econfig (AAS) Rational Development Studio (RDS) Rational Developer for i (RDi - ** RDW) etc 2. IBM SW Products ordered through Passport Advantage (PPA) IBM i products are part of "distributed" software offerings WebSphere MQ IBM Connections etc 3. Dual channel products Some products are available through both ** RDW is an example 57 Dual channel products Available through econfig or PassPort Advantage Ts and Cs are not identical Maintenance Transfer of licenses Before deciding on upgrade/transfer scenarios must understand how the software was acquired 58

30 PVUs for Software Group Products A Processor Value Unit (PVU) is a unit of measure differentiates licensing of software on distributed processor technologies defined by Processor Vendor, Brand, Type and Model Number IBM defines a "processor technology as each processor core on a chip (socket) Clients must license all cores on a socket Each Software Product has a unique price per PVU Example: To find cost of running Product ABC on an S814 Cost of Product ABC per PVU $1, Number of PVUs per core for S Total cost of Product ABC per core $70, Reference site for PVU multipliers for specific systems www-01.ibm.com/software/lotus/passportadvantage/pvu_licensing_for_customers.html 59 IBM SW PVUs 60

31 IBM SW Sub Capacity Licensing The Licensee can deploy the Program using either Full Capacity licensing or Virtualization Capacity (Sub-Capacity) licensing Ts and Cs referenced in Passport Advantage Sub-Capacity Licensing Terms Full Capacity Licensing Licensee must obtain PVU entitlements sufficient to cover all activated processor cores* in the physical hardware environment made available to or managed by the Program Product, except for those servers from which the Program has been permanently removed. Virtualization Capacity licensing Licensee must obtain entitlements sufficient to cover all activated processor cores made available to or managed by the Program, as defined according to the Virtualization Capacity License Counting Rules. 61 IBM i Workload Groups Enhanced Management & Licensing Workload Groups provide capabilities to manage/license workloads on IBM i Limit the number of cores that are used by specific applications within single system/partition/subsystem Limits placed at the whole processor-core level Applications licensed for the number of capped cores * Can cap a single job or all jobs/threads in a subsystem IBM i Today IBM i with Workload Groups Application #1= 6 Cores Application #2 = 6 Cores Application #1 = 3 Cores Application #2 = 4 Cores IBM i = 6 Cores IBM i = 6 Cores IBM i System / Partition / Subsystem IBM i System / Partition / Subsystem =en#/wiki/ibm%20i%20technology%20updates/page/ibm%20i%20workload%20groups 62

32 IBM i Workload Groups are recognized across all IBM SW as a Supported Virtualization Technology 63 Metrics for SWG Products IBM License Metric Tool 7.5 assists in maintaining up-to-date inventory of IBM distributed software assets Measures the processor value units (PVUs) Measures resource value units (RVUs) Measures CPU cores available to and consumed by each product Audit reports help to ensure compliance with IBM subcapacity licensing requirements Used by IBM SW Auditors No charge tool Downloadable from IBM Passport Advantage 64

33 Metrics for SWG Products Links to the other key pages 65 Thank you Version 2 - updated October 2015

34 67 Special notices This document was developed for IBM offerings in the United States as of the date of publication. IBM may not make these offerings available in other countries, and the information is subject to change without notice. Consult your local IBM business contact for information on the IBM offerings available in your area. Information in this document concerning non-ibm products was obtained from the suppliers of these products or other public sources. Questions on the capabilities of non-ibm products should be addressed to the suppliers of those products. IBM may have patents or pending patent applications covering subject matter in this document. The furnishing of this document does not give you any license to these patents. Send license inquires, in writing, to IBM Director of Licensing, IBM Corporation, New Castle Drive, Armonk, NY USA. All statements regarding IBM future direction and intent are subject to change or withdrawal without notice, and represent goals and objectives only. The information contained in this document has not been submitted to any formal IBM test and is provided "AS IS" with no warranties or guarantees either expressed or implied. All examples cited or described in this document are presented as illustrations of the manner in which some IBM products can be used and the results that may be achieved. Actual environmental costs and performance characteristics will vary depending on individual client configurations and conditions. IBM Global Financing offerings are provided through IBM Credit Corporation in the United States and other IBM subsidiaries and divisions worldwide to qualified commercial and government clients. Rates are based on a client's credit rating, financing terms, offering type, equipment type and options, and may vary by country. Other restrictions may apply. Rates and offerings are subject to change, extension or withdrawal without notice. IBM is not responsible for printing errors in this document that result in pricing or information inaccuracies. All prices shown are IBM's United States suggested list prices and are subject to change without notice; reseller prices may vary. IBM hardware products are manufactured from new parts, or new and serviceable used parts. Regardless, our warranty terms apply. Any performance data contained in this document was determined in a controlled environment. Actual results may vary significantly and are dependent on many factors including system hardware configuration and software design and configuration. Some measurements quoted in this document may have been made on development-level systems. There is no guarantee these measurements will be the same on generallyavailable systems. Some measurements quoted in this document may have been estimated through extrapolation. Users of this document should verify the applicable data for their specific environment. Revised September 26,

35 Special notices (cont.) IBM, the IBM logo, ibm.com AIX, AIX (logo), AIX 5L, AIX 6 (logo), AS/400, BladeCenter, Blue Gene, ClusterProven, DB2, ESCON, i5/os, i5/os (logo), IBM Business Partner (logo), IntelliStation, LoadLeveler, Lotus, Lotus Notes, Notes, Operating System/400, OS/400, PartnerLink, PartnerWorld, PowerPC, pseries, Rational, RISC System/6000, RS/6000, THINK, Tivoli, Tivoli (logo), Tivoli Management Environment, WebSphere, xseries, z/os, zseries, Active Memory, Balanced Warehouse, CacheFlow, Cool Blue, IBM Systems Director VMControl, purescale, TurboCore, Chiphopper, Cloudscape, DB2 Universal Database, DS4000, DS6000, DS8000, EnergyScale, Enterprise Workload Manager, General Parallel File System,, GPFS, HACMP, HACMP/6000, HASM, IBM Systems Director Active Energy Manager, iseries, Micro-Partitioning, POWER, PowerExecutive, PowerVM, PowerVM (logo), PowerHA, Power Architecture, Power Everywhere, Power Family, POWER Hypervisor, Power Systems, Power Systems (logo), Power Systems Software, Power Systems Software (logo), POWER2, POWER3, POWER4, POWER4+, POWER5, POWER5+, POWER6, POWER6+, POWER7, System i, System p, System p5, System Storage, System z, TME 10, Workload Partitions Manager and X-Architecture are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol ( or ), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A full list of U.S. trademarks owned by IBM may be found at: Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, and/or other countries. AltiVec is a trademark of Freescale Semiconductor, Inc. AMD Opteron is a trademark of Advanced Micro Devices, Inc. InfiniBand, InfiniBand Trade Association and the InfiniBand design marks are trademarks and/or service marks of the InfiniBand Trade Association. Intel, Intel logo, Intel Inside, Intel Inside logo, Intel Centrino, Intel Centrino logo, Celeron, Intel Xeon, Intel SpeedStep, Itanium, and Pentium are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States and other countries. IT Infrastructure Library is a registered trademark of the Central Computer and Telecommunications Agency which is now part of the Office of Government Commerce. Java and all Java-based trademarks and logos are trademarks or registered trademarks of Oracle and/or its affiliates. Linear Tape-Open, LTO, the LTO Logo, Ultrium, and the Ultrium logo are trademarks of HP, IBM Corp. and Quantum in the U.S. and other countries. Linux is a registered trademark of Linus Torvalds in the United States, other countries or both. Microsoft, Windows and the Windows logo are registered trademarks of Microsoft Corporation in the United States, other countries or both. NetBench is a registered trademark of Ziff Davis Media in the United States, other countries or both. SPECint, SPECfp, SPECjbb, SPECweb, SPECjAppServer, SPEC OMP, SPECviewperf, SPECapc, SPEChpc, SPECjvm, SPECmail, SPECimap and SPECsfs are trademarks of the Standard Performance Evaluation Corp (SPEC). The Power Architecture and Power.org wordmarks and the Power and Power.org logos and related marks are trademarks and service marks licensed by Power.org. TPC-C and TPC-H are trademarks of the Transaction Performance Processing Council (TPPC). UNIX is a registered trademark of The Open Group in the United States, other countries or both. Other company, product and service names may be trademarks or service marks of others. Revised December 2,