Sub-capacity licensing FAQs

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Below are some of our most frequently asked questions about Sub-capacity licensing. To view answers, simply click a question.

Sub-capacity FAQs: ILMT Questions

# Question
1 Is ILMT mandatory for Sub-capacity licensing?
2 When did the IBM License Metric Tool become available?
3 What are the exceptions to the requirement to use ILMT for Sub-capacity licensing?
4 I already have a tool in place that provides the same information as IBM's tool, would IBM still insist that I use ILMT?
5 For a customer who qualifies for an ILMT exception and is doing manual tracking/reporting, what tools can the customer use to supplement manual efforts?
6 What is the difference between TADd, SUA, SUA with SR and ILMT?
7 Is ILMT 'self-monitoring', in other words, like a 'set and forget' tool?
8 Does IBM require that customers report their Sub-capacity results each quarter similar to how SCRT is used for System z Software?
9 How long do customers have to install ILMT?
10 Does this mean I have to install ILMT in addition to the commercial version TADs or SUA with Sub-capacity Reporting?
11 Does a customer who has a product such as WAS need to generate a report on all servers that have WAS?
12 If a customer has multiple instances or packages of a product running in a single partition, how are the PVUs counted?
13 What selection do I make under IBM's My Notifications in order to be notified when ILMT updates become available?
14 Does IBM supply the dedicated server required to run ILMT?
15 How is the IBM Metric Tool licensed?
16 What should be ILMT's default reporting period?
17 Who does IBM expect as the appropriate person to sign the audit report given the requirement that says "Each audit report must be signed in order to be certified?
18 Where can I find general information to learn more, additional FAQs specific to ILMT, examples of the reports available and additional ILMT support?
19 Is it necessary to have ILMT on disaster recovery back-up servers to monitor the processor core capacity required for licensing terms?
20 Where can I find the requirements for ILMT?
21 Can ILMT Stand-alone Scans be used for Sub-capacity Reporting?
22 Where should ILMT Agents be installed?

Sub-capacity FAQs: ILMT Answers

# Question Answer
1 Is ILMT mandatory for Sub-capacity licensing?
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Yes, in most cases. Unless a customer qualifies for one of the stated contractual exceptions, ILMT is a mandatory requirement. TAD4D may be used in lieu of ILMT until migrated to SUA with Sub-capacity Reporting as required by the terms of the sub-capacity offering.
2 When did the IBM License Metric Tool become available?
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ILMT was announced on 07/01/08 via US announcement letter is #208-197 (the other letter numbers are: Canada – A08-0973; EMEA/LA – ZP08-0263; AP – AP08-0197). It replaced its no-charge predecessors, ITLCM for IBM SW and ITLM (acronym detail defined in Q#6 below). With the availability of ILMT, the 2007 suspension of the requirement to use ITLCM was rescinded and existing Sub-capacity customers were then required to use ILMT. Refer to the 'Announcements' tab for additional details.
3 What are the exceptions to the requirement to use ILMT for Sub-capacity licensing?
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There are four exceptions – the tool is not required when:
(1)  IBM License Metric Tool does not support the customer's eligible virtualization technology. Once support for an eligible virtualization technology becomes available (via Fix Pack, new version, release, or modification), they will be required to install IBM License Metric Tool within 90 days of that availability date. In order to be notified when IBM License Metric Tool support for eligible virtualization technologies become available, they will need to subscribe to "My Notifications". They may also monitor the Eligible Virtualization Technology exhibit for additions on the Sub-capacity Licensing page available from the Passport Advantage Web.

(2)  The customer's worldwide enterprise has fewer than 1,000 employees and contractors, excluding Service Providers, and customers who have contracted with a Service Provider to manage their virtualized server environment. Therefore all Service Providers must use the IBM License Metric Tool. (Service Providers are any entity that provides IT Services for end user customers, either directly or through a reseller.)

(3)  The customer's total physical capacity of their servers with Sub-capacity licensing within their worldwide enterprise is less than 1,000 PVUs

(4)  The customer's servers, with PVU-based products that are eligible for Sub-capacity licensing, are licensed to the full capacity of the servers.
4 I already have a tool in place that provides the same information as IBM's tool, would IBM still insist that I use ILMT?
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Yes. While there are many tools that are able to determine the software inventory and perhaps even the processor core type available to a physical server or partition (physical or virtual), ILMT ( TAD4D and SUA with Sub-capacity Reporting) are the only tools capable of the on-going monitoring of virtualized server environments to measure the maximum (peak) capacity available to the IBM software – and report those requirements as measured in PVUs
5 For a customer who qualifies for an ILMT exception and is doing manual tracking/reporting, what tools can the customer use to supplement manual efforts?
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For the announced exceptions to the ILMT requirement, the manual counting/reporting requirement can be supplemented by alternative tools as long as they assist in an accurate measure of the peak PVU capacity by software product. There are several products in the marketplace that can perform simple software inventory scans and even fewer solutions exist that can determine the type of processor core on the hardware server (a requirement to determine the number of PVUs to be licensed). But unlike ILMT, these tools are unable to provide on-going monitoring of changes to the processor core capacity of a virtualized partition, to capture the maximum (peak) capacity available to the IBM PVU-based software.

Even ILMT can be used in unsupported, yet eligible server virtualization technology environments to assist in capturing the servers' basic hardware processor core and software inventory information -- but if ILMT doesn't support the virtualization technology, it will not generate the correct answer for partitions, LPARs, VMs, domains, etc. That data must be captured manually using whatever means provided by the operating systems, virtualization technologies, change management logs, etc.
6 What is the difference between TADd, SUA, SUA with SR and ILMT?
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These unofficial acronyms represent past and present product names:

TADd: Tivoli Asset Discovery for Distributed (replaced fee-based ITLCM on 07/28/09)

ILMT: IBM License Metric Tool (replaced ITLCM for IBM SW on 07/01/08)

SUA: Software Usage Analysis

SUA with SR: Software Usage Analysis with Sub-capacity Reporting (starting from Software Use Analysis 9.0 version released December 2013)
7 Is ILMT 'self-monitoring', in other words, like a 'set and forget' tool?
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No. ILMT is server/agent-based solution designed to provide on-going monitoring of sophisticated server virtualization technologies across complex server configurations. Most customers capable of deploying complex virtualized server technologies such as PowerVM and VMware, will have the capability of deploying ILMT. However, ILMT needs to leverage a customer's IT asset management processes and disciplines. Customers who already have these in place will find that ILMT complements their efforts.
8 Does IBM require that customers report their Sub-capacity results each quarter similar to how SCRT is used for System z Software?
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No, see question the reporting-related questions on the Overview tab.  SCRT (Sub-capacity Reporting Tool) is only used in support of System z software.  For more information on Sub-capacity licensing for System z software visit the Sub-capacity Corner
9 How long do customers have to install ILMT?
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New Sub-capacity customers are required to implement IBM License Metric Tool (ILMT), or Tivoli Asset Discovery for Distributed (TADd) or IBM Endpoint Manager for Software Use Analysis (IEM SUA) within 90 days of their first Eligible Sub-capacity product deployment on an Eligible Virtualization Environment. Existing Sub-capacity customers should promptly upgrade to new versions, releases or modifications when they are made available per Section 1.14 of IPAA. Note that IBM intentionally does not prescribe a specific period of time for this term to accommodate various customer sizes. The intent is for customers to imply as soon as possible given their specific IT framework.
10 Does this mean I have to install ILMT in addition to the commercial version of  TADd or SUA with Sub-capacity Reporting?
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No, IBM does not require both products to be installed. 
11 Does a customer who has a product such as WAS need to generate a report on all servers that have WAS?
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Yes, if the customer intends to license WAS for less than the full capacity of the servers where it is deployed.
12 If a customer has multiple instances or packages of a product running in a single partition, how are the PVUs counted?
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PVUs are licensed based on the processor core capacity that is available to the IBM middleware. From a licensing perspective, a partition can have any number of "instances" or "packages" (not a legally defined term) of a product running, we do not count those multiple instances of that product -- we only license based on the maximum (peak) processor cores assigned to that partition and available to that product. If the number of instances causes the partition's capacity to be increased, ILMT will capture that "high water mark" so that the customer can ensure compliance with our terms.
13 What selection do I make under IBM's My Notifications in order to be notified when ILMT updates become available?
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After logging in with your IBM ID, click on the 'Subscribe' tab, select 'Tivoli' under Software, then find 'IBM License Metric Tool' among the listed products and check the box. If you do not have an IBM ID, visit My Account Profile.
14 Does IBM supply the dedicated server required to run ILMT?
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No, it is the customer's responsibility to provide the underlying infrastructure (server, network, etc.) and resources to deploy and manage it. Note that ILMT can also run in a dedicated partition assuming the server/partition meet the minimum hardware/software requirements.  See IBM License Metric Tool
15 How is the IBM Metric Tool licensed?
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ILMT is licensed on a "per establishment” basis. This means a customer is permitted to deploy an unlimited number of copies of the IBM License Metric Tool, only on machines owned or leased by you, which are located at a single physical site, including the surrounding campus and satellite offices, irrespective of the server environment being monitored.
16 What should be ILMT's default reporting period?
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The Sub-capacity terms reflect quarterly reporting as the maximum amount of time allowed before having to analyze and  reconcile ILMT reports. Most customers will probably need to perform this effort on a monthly basis.  Some customers, with very dynamic server environments, where partitions are resized/moved frequently and/or with changes in their software inventory, may need to create weekly reports in order to keep up with the volume of change. Only customers with the most stable of virtualized server environments would be able to maintain compliance with IBM licensing terms by doing quarterly reports.
17 Who does IBM expect as the appropriate person to sign the audit report given the requirement that says "Each audit report must be signed in order to be certified?
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"Signed" is an expression for the electronic action taken by the customer within the tool to certify that the reconciled data is accurate. Signing process is automated in new releases of ILMT and SUA with Sub-capacity Reporting when user extracts Audit Snapshot from the tool. For further explanation, visit ILMT’s Information Center and Managing Software Inventory > Reports chapter for v9 or Tutorials chapter for v7.5 . Customers who qualify for an ILMT requirement exception must similarly reconcile and certify the results of their manual tracking/reconciliation/reports at least quarterly.
18 Where can I find general information to learn more, additional FAQs specific to ILMT, examples of the reports available and additional ILMT support?
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General Information to learn more: ILMT’s Information Center for specific release version

Additional product specific Q&As: FAQ web page for ILMT

To learn more about reports visit ILMT Information Center and specific chapter listed below:
* Managing Software Inventory > Reports
* Tutorials If you are looking for information about ILMT and Sub-capacity visit below recommended places:

ILMT v9 Information Center
ILMT v7.5 Information Center
ILMT Wiki
ILMT Forum
ILMT YouTube

If you need help with ILMT deployment, please visit IBM Services offering webpage
19 Is it necessary to have ILMT on disaster recovery back-up servers to monitor the processor core capacity required for licensing terms?
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Yes, you should install agents on any backup server where ILMT is also installed on the primary server/partition.

You can then exclude such instances from PVU calculation if a license is not required (typically warm/cold back-ups, but the license requirement can vary by product). For specifics, refer to the product's announcement letter  [by searching the Offering InformationWeb]  or the product's License Information Document [by conducting a Software license agreements search].
20 Where can I find the requirements for ILMT?
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Go to the ILMT Information center webpage FAQ web page for ILMTwhere you will find additional product-specific Q&As.

ILMT Information Center (Knowledge Center)
LMT v9 Information Center
ILMT v7.5 Information Center
21 Can ILMT Stand-alone Scans be used for Sub-capacity Reporting?
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No. Stand-alone scans may not be used for Sub-capacity reporting. ILMT agents must be connected to the ILMT server for continuous reporting of server, capacity and software information.
22 Where should ILMT Agents be installed?
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ILMT agents must be installed on an Eligible Virtualization Environment hosting Sub-capacity Eligible Products. Additionally, for some virtualization technologies, agents need to be installed on system hosting virtual machines:

If you are installing agents on a Solaris platform that is partitioned using Oracle VM Server for SPARC technology or Containers partitioning technology, you need to install agents on Global Zone in addition to agents on installed on partitions. See Installing agents on Solaris using native installers

If you are installing agent on HP Integrity Virtual Machine (HPVM) guest, you additionally need to install agent on HPVM host. See Installing agents on HP-UX using native installers

Infocenter topic for agent installation