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Update to Passport Advantage Sub-capacity Licensing Offering

IBM United States Software Announcement 207-273
November 6, 2007

 

 ENUS207273.PDF (26KB)

 

Table of contents  Document options  
TOC link Overview TOC link Additional information
TOC link Key prerequisites TOC link Required and Entitled License Capacity
TOC link Availability date TOC link License requirements
TOC link Description TOC link Ordering information
TOC link Statements of direction TOC link Compliance
TOC link Eligibility requirements TOC link Order now
TOC link Reference information  
 
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Overview

Sub-capacity licensing is a key benefit to customers as they deploy the latest partitioning and virtualization technologies to their server environments. In 2005, IBM introduced sub-capacity licensing to selected Passport Advantage® software products for the UNIX®, IBM System i™, and selected Linux™ environments, and in April 2006, that support was extended to select x86 servers (Intel®-based and AMD-based). For announcement information on these prior announcements, refer to the Reference information section.

IBM is improving the sub-capacity licensing offering that will result in a simpler implementation, especially for customers with more complex computing environments. In addition, IBM plans to offer a new license metric tool for tracking all Processor Value Unit (PVU)-based licenses. Its deployment will be required under the Passport Advantage Sub-capacity Offering. In addition customers, at their option, can use the tool to track full capacity PVU licenses.

As a step toward improving the Passport Advantage Sub-capacity Offering, IBM is currently eliminating the following requirements from Section 4 of the IBM International Passport Advantage Agreement — Attachment for Sub-Capacity Terms (Z125-7174-00 5/2005):

  • Register with the IBM License Management System application
  • Submit to IBM, each quarter, program use reports

The requirement to implement the most current version of IBM Tivoli® License Manager (ITLM), which is currently named IBM Tivoli License Compliance Manager (ITLCM) product, in Section 4, item number 1, will remain temporarily suspended until the new license metric tool becomes generally available.

Notwithstanding these changes, the customer remains responsible for having the requisite number of license authorizations and to comply with all other terms of the attachment.

The introduction of the PVU licensing structure has given us the capability on x86 and Sun UltraSPARC T1 (Niagara 1) platforms running eligible partitioning technologies to allow licensing of PVUs to a granularity of a single processor core.

The sub-capacity offering is also being extended to include the Sun Fire T1000 or Sun Fire T2000 servers when running eligible partitioning technologies.

For a complete list of eligible software products and technologies, refer to the following Passport Advantage Web site link

Choose "Find out more about Passport Advantage and Passport Advantage Express", select "Licensing", and then select "Sub-capacity Licenses".
 
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Key prerequisites

The sub-capacity offering is available for eligible Passport Advantage software products that run on UNIX (AIX®, HP-UX, and Solaris), i5/OS™, OS/400®, Windows® (x86), and Linux (System x™ and other x86 servers, and IBM System p™, System i, and System z™ servers). Refer to the Additional information section for a link to our Passport Advantage Web site which contains specific version/release information.

Because of the complexity and sophistication of distributed sub-capacity server environments, IBM requires that customers agree to additional terms beyond those required for the IBM default full capacity licensing terms. These additional terms are in the IBM International Passport Advantage Agreement — Attachment for Sub-Capacity (Z125-7174-00 5/2005).

Notwithstanding the changes to the attachment described in this announcement, the customer remains responsible for having the requisite number of license authorizations to comply with the requirements described in Section 2 of the sub-capacity attachment, "Authorizations," and for complying with all other terms of the attachment.
 
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Availability date

November 6, 2007

For ordering, contact:

Your IBM representative or IBM Americas Call Centers at 800-IBM-CALL (Reference: YE001).
 
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Description

The term sub-capacity describes an environment where a machine is divided into multiple partitions, and you license IBM software based on the maximum number of processor core capacity for the partition that is available to the IBM software, instead of the full-capacity of the entire machine. This facilitates customer adoption of new technology, thereby aligning IBM software pricing with the desire of our customers and IBM for server consolidation.

Sub-capacity licensing is available for newly acquired licenses of selected Passport Advantage software products that are licensed on a PVU basis. These products may be used on supported platforms, with the software running only in some of the partitions. For eligible platforms, refer to the Additional information section for a link to our Passport Advantage Web site which contains specific information. A customer may order sub-capacity licensed products deployed in a full-capacity environment (or, likewise, operate on multiple partitions that sum to full-capacity).

For a description of the specific requirements to be eligible for sub-capacity licensing, refer to the Eligibility requirements section. Sub-capacity terms will be offered for select newly announced PVU-based software that is enabled for IBM license manager software, and where the maximum processor core capacity is that of the partition that is available to the IBM software.
 
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Statements of direction

IBM is improving the sub-capacity licensing offering that will result in a simpler implementation, especially for customers with more complex computing environments. In addition, IBM plans to offer a new license metric tool for enhanced tracking of PVU-based licenses. Its deployment will be required under the Passport Advantage Sub-capacity Offering. Customers, at their option, can use the new license metric tool to track full capacity PVU licenses. IBM now expects the new license metric tool will be available by mid-2008.

The new license metric tool is planned to support the following technologies that are not currently supported by IBM Tivoli License Compliance Manager ("ITLCM") and therefore not currently an eligible sub-capacity partitioning/virtualization technology. Specifically, the new license metric tool is planned to support:

  • The Multiple Virtual Shared Pools feature for AIX V5.3 and V6.1 of IBM Advanced POWER™ Virtualization technology when the new license metric tool becomes generally available
  • The additional features of IBM Advanced POWER Virtualization (APV) of Dedicated and Shared Processor LPAR Groups and Live Partition Mobility for both AIX V5.3 and V6.1, by the end of fourth quarter 2008
  • The new AIX technologies announced today — Workload Partitions Manager (WPAR) and Live Application Mobility for AIX V6.1, by the end of fourth quarter 2008

In addition, for those customers currently using IBM Tivoli License Compliance Manager V2.3 (D561CLL only), agent support for the AIX V6.1 operating system and its base features will be delivered via a fixpack that is expected to be released by the end of 2007.

All statements regarding future IBM direction and intent are subject to change or withdrawal without notice and represent goals and objectives.
 
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Eligibility requirements

In order to be eligible for sub-capacity licensing terms on select Passport Advantage software, the customer must agree to the terms in the aforementioned sub-capacity attachment. These terms includes the requirement to deploy the IBM Tivoli License Compliance Manager for IBM Software for all eligible machines subject to sub-capacity terms.

This requirement will be reinstated once the new license metric tool becomes generally available next year.

Agreement to the terms in the sub-capacity attachment is still required even with the suspension of the preceding requirement to deploy ITLCM. Existing Passport Advantage customers that have yet to accept sub-capacity terms, accomplish this by submitting a new Passport Advantage Enrollment Form.
 
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Reference information

Announcement letter references

For the announcements mentioned earlier, refer to

  • 205-093 , dated April 19, 2005, Unix Sub-Cap
  • 206-090 , dated April 25, 2006, x86 Sub-Cap
  • 206-154 , dated July 25, 2006, PVUs
  • 207-143 , dated June 26, 2007, P6 PVUs
  • 207-197 , dated September 4, 2007, Sun T2 PVUs

For additional information about referenced System p solutions, refer to

  • 205-250 , dated October 4, 2005
  • 206-026 , dated February 9, 2006
  • 207-109 , dated May 22, 2007, AIX V6.1 Beta
  • 207-110 , dated May 22, 2007, System p
  • 207-271 , dated November 6, 2007, AIX V6.1
  • 207-269 , dated November 6, 2007, IBM System p Virtualization Overview
  • 207-272 , dated November 6, 2007, Workload Partitions Manager for AIX
  • 207-270 , dated November 6, 2007, IBM Usage and Accounting Manager Virtualization Edition for System p

For additional information about the IBM Passport Advantage Sub-capacity offering or sub-capacity licensing in general, refer to

Choose "Find out more about Passport Advantage and Passport Advantage Express", select "Licensing", and then select "Sub-capacity Licenses" to learn more about sub-capacity licensing options at IBM. There you will find links to the most current list of products and technology platforms eligible for sub-capacity licensing. IBM also has additional technical information for the key partitioning and virtualization technologies that are currently supported.

Trademarks

 
System i, i5/OS, System x, System p, System z, and POWER are trademarks of International Business Machines Corporation in the United States or other countries or both.
 
Passport Advantage, Tivoli, AIX, and OS/400, are registered trademarks of International Business Machines Corporation in the United States or other countries or both.
 
Intel is a registered trademark of Intel Corporation.
 
Windows is a registered trademark of Microsoft Corporation.
 
UNIX is a registered trademark of the Open Company in the United States and other countries.
 
Linux is a trademark of Linus Torvalds in the United States, other countries or both.
 
Other company, product, and service names may be trademarks or service marks of others.

 
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Additional information

Platforms eligible for sub-capacity licensing

For additional information about the IBM Passport Advantage® Sub-capacity offering or sub-capacity licensing in general, refer to

Choose "Find out more about Passport Advantage and Passport Advantage Express", select "Licensing", and then select "Sub-capacity Licenses" to learn more about sub-capacity licensing options at IBM. There you will find links to the most current list of products and technology platforms eligible for sub-capacity licensing. IBM also has additional technical information for the key partitioning and virtualization technologies that are currently supported.
 
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Required and Entitled License Capacity

The quantity of each Passport Advantage license needed to satisfy applicable terms is referred to as the required license capacity. The quantity of each Passport Advantage license that you have acquired is referred to as your entitled license capacity. For each applicable license, you should compare your required license capacity to your entitled license capacity to ensure that you maintain the required number of software licenses to comply with the terms and conditions of the agreement.

You should plan for and obtain required future license capacity on an on-going basis to ensure compliance. Regardless of whether or not you place an order for additional capacity, you will be liable for excess capacity that is not properly licensed.
 
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License requirements

Sub-capacity licenses for select Passport Advantage software are offered on a Processor Value Unit basis. The quantity of sub-capacity licenses required in a partition is equal to the maximum number of processor cores contained in that partition where the software product is available times the number of PVUs required for that processor technology (for example in a partition with four processor cores, you multiply the appropriate number of PVU licenses for each product in the partition based on the type of processor core times four cores to determine the aggregate PVU license quantity required). PVU licenses for a particular product may be transferred to another machine.

Distributed sub-capacity methodology

For products eligible for sub-capacity licensing installed in an eligible partitioning technology, a Proof of Entitlement (PoE) must be acquired on a server-by-server basis, based upon the lower of:

  • The highest number of activated processor cores in the partition available to the product or
  • The highest number of activated processor cores on the server

 
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Ordering information

You must order sub-capacity eligible products through either Passport Advantage (PA) or Passport Advantage Express (PAE). New Passport Advantage customers must enroll by completing and returning the applicable hardcopy Passport Advantage Enrollment Forms to IBM or an IBM Business Partner. This form, may be obtained by going to the Passport Advantage program page at

Existing Passport Advantage customers must agree to the terms of a new attachment to their Passport Advantage Agreement and submit a new Passport Advantage Enrollment Form.

For additional information about the IBM Passport Advantage Sub-capacity offering or sub-capacity licensing in general, refer to

Choose "Find out more about Passport Advantage and Passport Advantage Express", then select "Licensing", and then select "Sub-capacity Licenses" to learn more about sub-capacity licensing options at IBM. There you will find links to the most current list of products and technology platforms eligible for sub-capacity licensing. IBM also has additional technical information for the key partitioning and virtualization technologies that are currently supported.

The customer Originating Site on a Passport Advantage Agreement must enroll under sub-capacity terms, or must add sub-capacity terms, before any Additional Site under that Passport Advantage Agreement can place an order for sub-capacity products.

The enrollment forms and sub-capacity attachment links will also become available via the PA/PAE enrollment and e-commerce Web pages. All completed enrollment forms must continue to be faxed to the Customer Fulfillment Organization (CFO) prior to placing an order for sub-capacity products. Orders for sub-capacity products through Business Partners will be accepted via fax or EDI.

Passport Advantage Express acceptance wording has been updated to include reference to sub-capacity terms. An updated copy of the agreement is generated with the order documents from the IBM order fulfillment systems.
 
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Compliance

Once the new license metric tool is generally available, and the suspension is lifted, you must monitor product use on a continuous basis with the tool, whether your sub-capacity terms were obtained through a special bid or through the acceptance of the attachment

You should plan for and purchase required future license capacity on an on-going basis to ensure compliance. If you exceed your authorized use level of sub-capacity at any time, you are required to submit a purchase order to IBM (or a Business Partner) for the sub-capacity licenses required for compliance at the time the authorized use level was exceeded.
 
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Order now

To order, contact the Americas Call Centers or your local IBM representative.

To identify your local IBM representative, call 800-IBM-4YOU (426-4968).

 Phone:      800-IBM-CALL (426-2255)
 Fax:        800-2IBM-FAX (242-6329)
 Internet:   callserv@ca.ibm.com
 Mail:       IBM Teleweb Customer Support
             ibm.com Sales Execution Center, Americas North
             3500 Steeles Ave. East, Tower 3/4
             Markham, Ontario
             Canada
             L3R 2Z1
 
 Reference:  YE001

The Americas Call Centers, our national direct marketing organization, can add your name to the mailing list for catalogs of IBM products.

Note: Shipments will begin after the planned availability date.

Trademarks

 
Passport Advantage is a registered trademark of International Business Machines Corporation in the United States or other countries or both.
 
Other company, product, and service names may be trademarks or service marks of others.

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