Rolling Out Licensing: Transitioning From a Homegrown System

Manu Chauhan

Citrix Systems

Principle Product Manager

Rolling Out Licensing:Rolling Out Licensing:Transitioning From a Homegrown SystemTransitioning From a Homegrown System

AgendaAgenda

Citrix Background

Licensing Charter

Change Drivers

Architectural Overview

Issues for Consideration

Questions & Answers

Our Mission…

To make every organization an on-demand enterprise where information is securely, easily and instantly accessible from anywhere using any device

Our Vision…

To make it easy for people to access information on demand

Founded: 1989 2003 Net Revenue: $665M NASDAQ: CTXS– 100% of Fortune 100– 99% of Fortune 500– 95% of the Financial Times 100

HQ: Fort Lauderdale, Florida Employees: 2100 Offices: 23 countries 5,000+ global channel partners 

Citrix SystemsCitrix Systems

AccessOn-Demand

any location

any device

any person

any connection

On-Demand AccessOn-Demand Access

Server-based computing architecture provides secure access solutions that give users the freedom to get the applications they need from wherever they are.

Device Independence from server OS and application development.

Improved Deployment write once, test once, deploy anywhere.

Citrix ProductsCitrix Products

MetaFrame Family– Presentation Server– Secure Access Manager– Password Manager– Conferencing Manager

Gotomypc.com

On-Demand Access CustomersOn-Demand Access Customers

50 Million Licensed End Users 130,000+ Customers Worldwide

– 100 of the Fortune 100– 99% of the Fortune 500– 95% of the Financial Times 100

AgendaAgenda

Citrix Background

Licensing Charter

Change Drivers

Architectural Overview

Issues for Consideration

Questions & Answers

Citrix Licensing CharterCitrix Licensing Charter

Citrix’s licensing system will provide a foundation for:

– License delivery– Product-side licensing logic– License management infrastructure

Provide customers with a convenient & consistent licensing experience across products

Find the right balance between customer convenience & enforcement/compliance

AgendaAgenda

Citrix Background

Licensing Charter

Change Drivers

Architectural Overview

Issues for Consideration

Questions & Answers

Change DriversChange Drivers

Reduction in licensing administration – “License Once/Run Yearly”– Fewer interactions with Citrix & fewer licensing events

– Product upgrades are a benefit of Subscription Advantage

Enhanced management through a web-based interface– Track and manage licenses, and measure compliance

– Real-time reporting, graphical historical reporting and passive alerting for license expiration and license exhaustion

Single licensing system across all Citrix products – Manage all MetaFrame Access Suite product licenses from a

single place

Cross-farm license sharing

Product Licensing Was ComplexProduct Licensing Was Complex

MF PR2 FR1Server

MF PR1 to PR2eServer

MF PR1 FR2Server

MF PR1 FR1Server

MF PR1eServer

MF PR1e20 User

w/SA

MF PR1 FR120 User

w/SA

MF PR1 FR220 User

w/SA

MF PR1 to PR2e20 User

w/SA

MF PR2 FR120 User

w/SA

StarterSystems

(x 5)

ConnectionPacks

(5,10,20,50,100)MediaKits(x 5)

PTK(x 5)

Subscription

Subscription Renewal

PR1FR1 FR2 PR2

FR1 PR3

Product Line

Simplify by Selling the Product Simplify by Selling the Product LineLine

Subscription

PR1FR1 FR2 PR2

FR1 PR3

Product Line

Licensing Events

Purchasing Events

Renewal

R1 R2 R3 R4 R5 R6

Product Line

Product Line (Date)

SynchronizedPurchasing & Licensing Events

Product Line (Date)

• Fewer licensing events, not tied to product releases• Licenses tied to Subscription Advantage periods

Simplify by Delivering Fewer LicensesSimplify by Delivering Fewer Licenses

MF PR2 FR1Server

MF PR1 to PR2eServer

MF PR1 FR2Server

MF PR1 FR1Server

MF PR1eServer

MF PR1e20 User

w/SA

MF PR1 FR120 User

w/SA

MF PR1 FR220 User

w/SA

MF PR1 to PR2e20 User

w/SA

MF PR2 FR120 User

w/SA

MF Presentation Svr20 User

October 19, 2005

MF Presentation Svr20 User

October 19, 2006

• Elimination of server licenses• Licensing tied to SA, no distinction

between major & minor releases

AgendaAgenda

Citrix Background

Licensing Charter

Change Drivers

Architectural Overview

Issues for Consideration

Questions & Answers

Macrovision Products DeployedMacrovision Products Deployed

FLEXlm = FLEXnet Publisher Licensing Module

GTL = FLEXnet Publisher Operations Module

LMC ~ FLEXnet Manager

Architectural/System OverviewArchitectural/System Overview

License Checkout

Citrix Access Suite Servers

Client Devices Client

Devices

Customer Enterprise Environment

Pre

vio

usl

y

User Access Request

Note:- LMC – License Management Console- License server can reside on Citrix

application server

Allocation

NEW

MyCitrix.com

LMC access via

web browser

LMC Web Server*

NEW NEW

Citrix License Server*

Cit

rix

Acc

ess

Su

ite

Lic

ens

ing Launch

MyCitrix website

Download license file to LS

Licensing ServerLicensing Server

MetaFrame Access Suite

servers

Citrix license server

License Management

Console

client devices

MetaFrame Access Suite

servers

Citrix license server

License Management

Console

client devices

License Server Takeaways:

• License file tied to license server machine name

• Enables license sharing/ single platform for multiple access suite product

• Redundancy Addressed

License ServerLicense Server

Citrix License Server

License FileCompany = “ABC Corp”License Service Host = “Server123”Product = “MetaFrame”

Exp date = “Perpetual”Version = “2005.1019”Model = “CCU”Count = “150”

1. Install “Citrix License Server” on any Windows 32-Bit OS (UNIX to follow)

2. Allocate & Download license files from Citrix

3. Copy licenses onto License Server host

License Server identified in license file by fixed HOST NAME

License Management ConsoleLicense Management Console

A web based tool that allows you to interact with the Citrix license server that hosts your Citrix licenses

– Current Usage – snapshot view of the current license availability & usage levels

– Historical Usage – summary of license usage by product

– Configuration – information about the location & contents of the various files associated with the license server

– Delegated Administration – interface to control which users have access to specific components of the LMC

License Management ConsoleLicense Management Console

License Allocation ProcessLicense Allocation Process

2. SA Fulfillment

NONEEligible licenses

automatically workwith new software versions

3. SA Renewal

Fulfillment System

Review licenses to renew

Select itemsTo fulfill

Save licensefile to License Server

Enter license code

Fulfillment System

1. Initial Purchase

Select itemsto fulfill

Save licensefile to License Server

Login toMyCitrix

Receive e-mail w/ license code

Viewlicense code

Pac

kag

ed

P

rod

uct

Lic

en

se

Pro

gra

m

Receive packagew/ license code

License AllocationLicense Allocation

Presentation Server 3.0

Select Quantity of Licenses

Provide License Server Host Name

License File DownloadLicense File Download

Download License File

AgendaAgenda

Citrix Background

Licensing Charter

Change Drivers

Architectural Overview

Issues for Consideration

Questions & Answers

Issues for ConsiderationIssues for Consideration

Cross Functional Implications Flexibility Scalability Redundancy/Disaster Recovery Deployment Scenarios License Fulfillment Options Upgrades & Migrations Usability Testing Communication Plan Intended/Unintended Revenue Impacts Other Considerations

Cross Functional ImplicationsCross Functional Implications

Permanent licensing team led by Product Management, comprised of:– Information Services– Engineering/Test– Legal– Finance– Support– Subscription Advantage– Marketing– Sales/Channel– Executive sponsor

License Model FlexibilityLicense Model Flexibility

Citrix License Server

Citrix Application

Servers

Client Devices

Server Model

CPU Model

Named User Model

CCU Model

Desktop Model

Desktop

License Server ScalabilityLicense Server Scalability

Scalability Considerations• CPU

– License server is a single threaded process– 170 client log-ins/second = 306,000 log-ins in 30 minutes

• Bandwidth – start-up, checkout, heartbeat & refresh• Memory – # of licenses checked out• Hard Disk – License server & LMC and usage logs

Other Considerations:• Licenses CANNOT be shared across license servers • Licensing subsystem not backward compatible

License Server – License Server – Addressing Single Point of FailureAddressing Single Point of Failure

Redundancy– Active Alerting

– 30 Day Grace period

– Microsoft Clustering of License Server

– Easy license service host replacement (host name) & easy license backup and restore

MetaFrame Access Suite

Servers

Citrix License Server

Management Console via web browser

Client Devices

MetaFrame Access Suite

Servers

Citrix License Server

Management Console via web browser

Client Devices

License Server RedundancyLicense Server Redundancy

Primary Site• California• 500 Server Farm• 1 License Server

Secondary Site• New York• 300 Server Farm

Sharing Licenses with CA license server

MetaFrame Access Suite

servers

Citrix license server

License Management

Console

client devices

MetaFrame Access Suite

servers

Citrix license server

License Management

Console

client devices

MetaFrame Access Suite

servers

client devices

Issues:

- Latency

- Redundancy

- Disaster Recovery

WAN

Solution:

- 30 Day Grace Period

Customer Deployment ScenarioCustomer Deployment Scenario1 License Server for 1 Farm1 License Server for 1 Farm

MetaFrame Access Suite

Servers

Citrix License Server

Management Console via

web browser

Client Devices

All product servers may

point to a single license server

Customer Deployment ScenarioCustomer Deployment Scenario1 License Server for N Farms1 License Server for N Farms

MetaFrame Access Suite

Servers

Citrix License Server

Management Console via

web browser

Client Devices Client

Devices

Licensing isnot tied to

server farms

Client consumes 1 license on the license server

Customer Deployment ScenarioCustomer Deployment ScenarioN License Servers for N FarmsN License Servers for N Farms

Any server may point to any

license server

Consumes 1 license on EACH

license server

MetaFrame Access Suite

Servers

Management Console via

web browser

Client Devices

Client Devices

Citrix License Server

Citrix License Server

Management Console via

web browser

License Fulfillment OptionsLicense Fulfillment Options

2. SA Fulfillment

NONEEligible licenses

automatically workwith new software versions

3. SA Renewal

Fulfillment System

Review licenses to renew

Select itemsTo fulfill

Save licensefile to License Server

Enter license code

Fulfillment System

1. Initial Purchase

Select itemsto fulfill

Save licensefile to License Server

Login toMyCitrix

Receive e-mail w/ license code

Viewlicense code

Pac

kag

ed

P

rod

uct

Lic

en

se

Pro

gra

m

Receive packagew/ license code

MigrationMigration

MF 1.x MF XP MF XP NewMF

NewMF

CitrixLicense Service

License Sharing - No

Resource Sharing - Yes

FarmDataStore

Usability TestingUsability Testing

Critical to identify usability quality Dedicate a team if possible Use customers, partners, employees Example:

– 66% failure rate to a 80% success rate as a result of testing

Communications DeliverablesCommunications Deliverables

e-Learning Courses– Licensing Architecture and Administration

– Licensing content within product related business and and technical courses

Speaking engagements Licensing Overview Webinars Licensing Powerpoints for Field Licensing White Paper Frequently Asked Questions Administrator’s Licensing Guide License Server Customizations Guide

Unintended/Intended Revenue ImpactsUnintended/Intended Revenue Impacts

License Management Console– Recognition of over-procurement leading to

reduced future purchases and fewer Subscription renewals

License Sharing– Fewer licenses may be required

Heightened enforcement– Stiffer enforcement may cause some customers

to realize that they under-licensed

Other ConsiderationsOther Considerations

Certification Requirements– FIPS 140 – Security– Windows Certification– Export control

Special Customers– AKA Large customers– Programs– Fulfillment variations

Contact InformationContact Information

Manu ChauhanPrinciple Product Manager, Licensing

E-mail: Manu.chauhan@citrix.com