Licensing Focus – Exchange and OCS

Licensing Exchange Server 2010

There are two editions of this Email server. Exchange Server Standard Edition and Exchange Server Enterprise Edition. There are two levels of CAL. Core functionality needs a Standard CAL assigned to a User or Device. This provides for Email and Shared Calendars. However, extended functionality needs an Enterprise CAL.

Standard CALs offer customers the right to access Managed Default Folder functionality in Exchange Server 2010. An Exchange Server 2010 Enterprise CAL or equivalent CAL is needed to access Managed Custom Folder functionality.

Exchange Standard CAL

Exchange 2010 Standard CAL

Exchange Enterprise CAL

Exchange 2010 Enterprise CAL

For every connection from Outlook to be made, users need both an Exchange 2010 CAL and a Windows Server 2008 R2 CAL. Exchange is not licensed by mailbox, but by either the total number of qualified users or devices. Microsoft does not support concurrent licensing for Exchange or Windows Server.

The “Local Continuous Replication” functionality in Exchange Server 2007 Standard was updated by Microsoft to “Mailbox Resiliency” functionality in Exchange  2010. The “Mailbox Resiliency” functionality requires two running instances of Exchange Server 2010 Standard and as such requires 2 server licenses.

As a ‘one-time’ exception in connection with the shift from the “Local Continuous Replication” functionality to the “Mailbox Resiliency” functionality, Microsoft are granting Volume License customers;

  1. One Exchange Server 2010 Standard license for each datacenter where the customer has at least one server licensed for Exchange Server 2007 Standard with active SA as of November 1, 2009. (Check your Purchase Date on VLSC, EOLAS of EXPLORE)
  2. Customers are eligible to upgrade all of their qualifying licenses to Exchange Server 2010 Standard. (Microsoft’s rationale is too account for the change in Licensing requirements.)
  3. Any licenses granted under this offer include SA coverage and terminate when coverage on the corresponding qualifying licenses expires.

Customers with SA coverage expiring between November 1st, 2009 and November 1st, 2010 may renew coverage for the qualifying license and be deemed to have renewed coverage for the complimentary license. (2 for 1)

In the following SA renewal, the customer’s SA for the complimentary Exchange Server 2010 Standard license will need to be renewed separately to maintain active SA. This does not carry on indefinitely.

Customers’ right to use the software under the complimentary Exchange Server 2010 Standard license is evidenced by Microsoft’s ‘product condition note’ and evidence of their corresponding qualifying licenses. This would be supported by Volume Licenses identified as owned by the organisation.  This may be of value several years down the line during a more robust license review by the Vendor, FAST, BSA or as part of your organisations SAM project.

As normal the  customer’s use of the software under this offer is subject to Microsoft’s PUR and other binding Terms and Conditions. Also please be aware that Microsoft does not support customers to transfer the licenses granted under this offer separately from the corresponding qualifying licenses.

What is Microsoft’s definition of a Server?

A customer must assign a license to the server. For each software license assigned, the customer may run, at any one time, one instance of the server software in one physical or virtual operating system environment on the licensed server.

  • Instance. You create an “instance” of software by executing the software’s setup or install procedure. You also create an instance of software by duplicating an existing instance. References to software include “instances” of the software.
  • Run an Instance. You “run an instance” of software by loading it into memory and executing one or more of its instructions. Once running, an instance is considered to be running (whether or not its instructions continue to execute) until it is removed from memory.

Licensing Office Communications Server 2007 R2

OCS is also licensed through a Server and CAL model. The customer should decide on a User or Device licensing model. OCS offers different levels of functionality with corresponding CALs. The core functionality is linked to a standard CAL assigned to a user or device.

Standard Edition requires that primary server components, as well as the database for storing user and conference information, be configured on a single computer.  Standard Edition is recommended for organizations that do not require higher availability through load balancing.

Enterprise Edition enables separation of server functionality and data storage to achieve higher capacity and availability. Enterprise Edition is recommended for organizations that require higher availability through load balancing.

You can acquire Office Communications Server 2007 R2 as standalone server and Client Access licenses (CAL) or you can purchase the CALs as part of the Microsoft Enterprise CAL (ECAL) Suite.

Microsoft Office Communicator 2007 R2 is the client software used to interact with the Office Communications Server 2007 R2 Server (licensed separately as a standalone license) or available as a component of Office 2007 Pro Plus and Office 2007 Enterprise.

Access to External Users are now enabled to access a Web Conference without an External Connector for OCS 2007 R2. A user with an Instant Messaging Identity hosted in the OCS Server and OCS Voice Extensions need a CAL. Users inside the organization that set-up or attend a web conference will also need a CAL.

One licensing change from Office Communications Server 2007 to Office Communications Server 2007 R2 is to change the requirement for a CAL.  In Office Communications Server 2007 R2, a CAL is required for direct or indirect access authenticated via Active Directory.  This essentially requires CALs for internal users, but eliminates the need for anonymous external users, which allows external users to attend an Office Communications Server 2007 R2 Web conference without the requirement of a CAL or External Connector.

The following usage scenarios for Office Communications Server 2007 R2 require that CAL licenses be in place for each user or device:

  • For Office Communications Server 2007 R2 voice extensions
  • For internal users organizing or attending a Web conference
  • For IM identities hosted on the Office Communications Server 2007 R2 Server

The following usage scenarios for Office Communications Server 2007 R2 will NOT require that CAL licenses be in place for each user or device:

  • For users receiving a call from an extension hosted on the Office Communications Server 2007 R2 Server
  • For Non Office Communications Server 2007 R2 users placing a call to an extension hosted on the Office Communications Server 2007 R2 Server
  • For public network or federated users  with an Office Communications Server 2007 R2 user
  • For external users attending a Web conference

Migration from OCS 2007 to OCS 2007 R2

  • Customers with Office Live Communications Server and active SA on the Standard CAL will have migration rights to the Office Communications Server 2007 R2 Standard CAL and the Office Communications Server 2007 R2 Enterprise CAL.
  • When customers renew their SA, they will renew into the current version of Office Communication Server.
  • Windows External Connectors

    Windows Server 2008 CAL (or external connector for external users, as an option) is required only when a user or device accesses or uses the Windows Server 2008 server software, directly or indirectly. However, if access is through the Internet and is anonymous (like the instance accessing the OCS Web conferencing), a Windows Server CAL/ EC is not required.

    Windows External Connector (EC)

    If access is through the Internet and is anonymous, an External Connector (EC) or Windows Server CAL 2008 is not required. An External Connector should not be purchased If access is not authenticated by Active Directory.

     External Connector and User Device CAL Diagram

     
    For Exchange Server 2010 Standard and Enterprise
    You do not need CALs for any user or device that accesses your instances of the server software without being directly or indirectly authenticated by Active Directory.

    .Microsoft Servers – Operating Systems

    • You do not need CALs for:
    (1) any user or device that accesses your instances of the server software only through the Internet without being authenticated or otherwise individually identified by the server software or through any other means,
    (2) any of your servers licensed for and running instances of the server software,
    (3) up to two devices or users to access your instances of the server software only to administer those instances, or

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    2 thoughts on “Licensing Focus – Exchange and OCS

    1. Pingback: The roundup: here’s what you may have missed « Microsoft License Review

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