Oracle License Management Training - Oracle ULAs, PULAs and Pool of Funds
- 3. Before we start… Mute sounds from chat If issues with video/view ppt – refresh browser
- 4. What WE WILL not talk about 01 02 03 ULA Pricing ULA Maximi zation ULA Contract Negotiati on
- 5. What WE WILL talk about today 01 02 03 Oracle ULA Oracle PULA Oracle Pool of Funds
- 6. History of Oracle ULA Oracle Unlimited License Agreement, has been around for more than 10 years. Don’t confuse ULAs with Microsoft EA agreements, if you know how they work!ULA
- 7. The basics of Oracle ULA. Customer signs a license agreement with Oracle. Unlimited only for specific Oracle Software. Highly customized contract terms containing limitations. ULAs can have different TERM 1-5 years. 01 02 03 04 Oracle ULA 1-5 Y
- 8. Which products are included? For example It can have Weblogic Server EE and nothing else. It can have Database EE and nothing else It can have DB EE + diagnostics, tuning Almost any Oracle Software can be included. You can choose which products to include
- 9. Simplifying, example • Pay Oracle 3m $ in License fee, a one license fee • You choose which products you want to include. Most common is database products and sometimes mixing with middleware. • For how long (negotiable) 1-5 years (3Yrs most common) • You can theoretically deploy 100 000 processors of unlimited Oracle Software. • “All you can eat” agreement. – What you eat – you keep!
- 10. Scenario: 2019 You sign an Oracle ULA. You pay a one time license fee. 2022 If the agreement is for 3 years, in 2022. You either exit or renew. RENEW means: new license fee and new support. EXIT means: You tell Oracle how much you have deployed and all those licenses will be made into perpetual. (So ULAs can be incredibly powerful it managed correctly)
- 11. Question Can you sign a 6 year ULA ? ULA TERM: Answer: No – 5 year is max.
- 12. Question Can you mix Oracle Tech and MW/Apps in a ULA? Product Mix: Answer: Yes, you can mix almost all Oracle Software in a ULA, DB, MW and Apps in One.
- 13. Question If I exit my ULA will I keep my license rights? ULA End Answer: Yes, the “Unlimited” right will after a “exit process/license review” changed to perpetual licenses for example 700 processors of something.
- 14. Question Will my support costs go up if I exit my ULA with thousands of licenses? ULA End: Answer: No, support will be the same. Only increase is the normal annual increase that exists for all Oracle Software licenses. (4%)
- 15. Question Will Oracle be upset if we exit ULA with 4000 CPUs? ULA end: Answer: No, but informally they are working under the assumption to “minimize” the licenses you get out from the ULA. Stand your ground to maximize the licenses you get out from the ULA.
- 16. The trade/deal you do with Oracle. Oracle gives you unlimited usage rights “The Trade” You give away the right to terminate support contracts 1 by 1 (all CSI become 1) You also give Oracle a very large lump sum of money (license fee for ULA)
- 17. Contract 1+2+3+4+5 + = 736k $ NEW ULA support = It becomes an UNBREAKABLE contract. Contract 1: - 55k $ Contract 2: 120k $ Contract 3: 244k $ Contract 4: 17k $ Contract: 5: 300k $ Oracle ULAs will make your support contract almost “unbreakable”
- 18. You often need to terminate huge amounts of licenses to make any saving at all. Almost every large company have this issue (often as high as 30% of all Oracle Software). Repricing rule (technical support policy). Support: You certify your Oracle with 1000 processors of Oracle Database EE. You pay 2m $ in support for the ULA. 4 YEARS LATER You wish to terminate 500 processors of Oracle DB EE.. Oracle will NOT quote you 2 MUSD / 2 = 1 MUSD Oracle will quote you: 2M USD. They will recalculate the list price for the remaining 500 processors of Oracle Software.(500 x 10 450 $ = 5,2m MUSD BUT Oracle support policy says “not exceed the previous support fees paid” in this case 2 MUSD year. End result is no savings.
- 19. What Oracle wants you to do. 1. Oracle wants you to pay money for Licenses. 2. Oracle wants you to not consider support stream lock-in. 3. Oracle wants you to not consider what happens at the exit process. 4. Oracle “often” wants you to include as much existing Oracle Software as possible. 5. Oracle wants you to believe that you don’t have to worry about License Management if you sign a ULA.
- 20. Do you see a big growth in Oracle SW? Which legal entities should be included? Do we have the right SAM resources? ULA vs No support reduction - is it worth it? Which products should I include in the ULA? Which questions should you ask yourself?
- 21. 0.00 € 1.00 € 2.00 € 3.00 € 4.00 € 5.00 € 6.00 € 7.00 € 2018 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Millions ULA cost Support License Fees PRE-ULA 2008 – 20 different support agreements. Total support stream 700 000 € 2009 – Company sign a 1st ULA for 3m old support 700k + new support Become one support agreement. Now locked in by repricing. (support policy) 2012 Renew ULA for 4m €. All old support and new support 22% out of 4m = 800k become a new support agreement 2015 Renew ULA again (add new license and support) 2018 Renew ULA again Total fees paid to Oracle? 11,8m € in license fees. 33,7m € in support fees (94% margin) Example of ULA Lifecycle Key dates:
- 22. Scenarios when Oracle ULAs can be a good alternative If you don’t have any large Oracle support contracts to include/migrate in the ULA Company see focus and growth in deploying Oracle software. Company must have a software asset management process (attach it to signing any new ULA, allocate budget to manage and optimize)
- 23. Scenarios when you should not sign a ULA ULA contracts are restrictive and are therefore not a good agreement if you are active in merger and acquisitions Company should usually not sign a ULA at end of audit (poor negotiation position, and usually no planned growth) Companies who have a lot of “legacy support” contracts. Companies who don't have much knowledge or not spending money on Oracle license management. (you will end up renewing your ULA many times…)
- 24. There is no “true-up” at the end of the Oracle ULA. The ULA Is only as good or as unlimited as you negotiate & pay for. Considerations
- 25. Question What is the “trade” you make with Oracle by signing a ULA? ULA options: Answer: You give away your rights to reduce your Oracle support fees
- 26. Question What if I exit my ULA and wants to reduce support, how can I do it? ULA options: Answer: License assignment (assign licenses to divested entity, doubtful Oracle will approve) Answer: Go to third party support provider for 2 years. Then go back to Oracle and sign a new ULA without any legacy support.
- 27. Question My company does not have knowledge about Oracle licensing so we sign a ULA to avoid audit. Good or bad idea? ULA options: Answer: No, the much better and lower cost option is to hire someone and or work with external partner to help you. The cost of a ULA is often more than 20x higher than a service fee.
- 29. PRE-ULA • Understand which products to include in a Oracle ULA. • Review contract with legal and contract specialists, customer definition, geography, “what-if” scenarios. 1st Year ULA 2YR ULA 12 months before ULA Exit Activities Description Substantial Low Low High Medium High Risk Non compliance, under deployments Spot “low hanging fruit” issues early You loose control Millions wasted Effort Risk if not • Educate stakeholders internally about the ULA (ULA training, education). • By maximizing current agreement are in a stronger negotiation position for any new ULA or PULA in 2019. • Quarterly calls and or meetings and updates on deployment data . • Engage with an external partner, the more time you have the better outcome. These things always takes more time than what you expect. • Partner must have extensive experience in ULAs and analyse Oracle audit scripts.. • Keep an open mind, renewal might be better option than exit. • Have a goal of Knowing your licensing position at least 2 months before ULA ends. • Have a 50% optimization (more than actual need) • 100% control of legal entities, territory and cloud. • Use your control of licensing and contracts to push for best possible proposal offer (renewal or not). • PULA is almost always offered as an alternative. Be ready to leave if offer is not good enough. 5 steps to take to ensure a successful ULA
- 30. Project team to manage ULA • Have a project team either only internal resources or a mix with external. Quarterly/half year update meetings on deployments. • Should review deployment numbers and include spot checking installations if time permits. • Review territory, merger and acquisitions, cloud.
- 31. Managing the ULA • Making sure you get the terms right when negotiating (if not, not even the best oracle license experts can save you. You might be forced to renew the ULA) • Making sure that you deploy ULA in the right pace. Worst ULAs are the ones where little is deployed. Wasted money • Running scripts at least 2x times in a ULA. If 3Y ULA, then 18 month in. And again 3-6 months before you exit.
- 32. ULA Review Start date Description Benefits Risks Our Grade When ULA ends You decide to wait until ULA ends either because you don’t have time or you decide not to accept Oracles ULA offers. License Compilance position with low confidence. Small risk reduction activities No optimization & maximization of your current ULA. No license buffer (to avoid future license purchase) Obvious risk for big compliance gaps that might force you to make a large license purchase or sign a ULA more expensive than the first one. 1 1-3 Months before ULA exit You start preparing for the ULA exit at least 30 days before the ULA ends. License compliance position with medium confidence… Easy/Quick optimisation such as using management packs for database If a license position is ready 30 days before ULA ends you can optimize by using virtualization. Medium/acceptable information towards decision making process. No long term planning, this is “rush exit” I only do absolute minimum planning. Any delay in inventory, analysis can make the project a failure. 3 3-6 Months before ULA ends You start a proper analysis 90-180 days before your Oracle ULA ends. License position with a strong confidence. Very good optimization possibilities. Good time to create a ULA strategy in good time for ULA renewal date. Usually much better pricing for any ULA renewal and confidence if you want to exit. Only risk you are looking at in these cases are if you are working with the wrong partner. (making mistakes in licensing or contracts) 4 6-12 months before ULA ends You are fully aware of the ULA risks and have a pro-active approach to software asset management. All the benefits as in 3-6 months. There will be no “time pressure” if the project is managed well. Know your decision to renew/exit 3 months before ULA renewal date. Only risk if you work with the wrong partner. The companies who plan for their ULA 6-12 months ahead usually always gets the best results. Exit of an ULA or negotiate the best ULA (terms, and pricing) and they save millions of $/£/€. 4
- 33. Managing M&A within a ULA
- 34. Questions on Merger and Acquisitions Acquiring a new entity if you are in a ULA? Look at your ULA contract, it has limitations on events like this. Most commonly you either have a cap saying if the company is below 10% of your revenue or employees you can include them at no extra cost. If it is above your cap and you WANT to include them in the ULA – you need to negotiate with Oracle. What if my company are merging with a large new company? You probably must negotiate a new ULA including both entities. + +
- 35. Questions on Merger and Acquisitions IF my company are being acquired by another company and we have a ULA? Then exit/certification process should begin immediately. We have an active ULA, we divest a company, can we assign unlimited licenses to the entity? Contract does not allow this, this requires negotiation with Oracle. Project Map: (Olena - Visual/graphics?)
- 37. Lets look at a real Oracle ULA agreement (DB/MW) License fees - ULA License fees paid Net technical support - both old and new support fees Back support fees - customer has unsupported licenses that they want to include in ULA – customer need to pay backsupport fees for that.
- 38. Lets look at a real Oracle ULA agreement Agreement - They are referencing an older OMA. Customer definition - They have negotiated who can access the ULA software. It includes state of montana users and its contractors. (non standard text, unique for state of montana) Territory - US deployment rights only
- 39. Lets look at a real Oracle ULA agreement Technical support - negotiated 0% increase in annual inflationary increase. (savings 52k $ a year) x 3x = 156k $ Technical support - Montana had 1,3m $ existing support (rolled into ULA)
- 40. List of all existing support agreements- they are now becoming “1 CSI – Unbreakable”. Lets look at a real Oracle ULA agreement
- 41. Lets look at a real Oracle ULA agreement Total support stream - All older support agreements are replaced with the ULA support stream. Order of precedence - This agreement terms are takes precedence over any OMA terms.
- 42. Lets look at a real Oracle ULA agreement Unlimited Deployment term - All older support agreements are replaced with the ULA support stream. A: 3 years ULA – they have also negotiated their own text. (including a third party/contractors right to use the ULA software) B. Describes the certification process (how to exit the ULA) - State of Montana needs to specifiy how each license deployment is being used and by whom. (more work for state of montana) C: Breach of ULA (for example, failure to pay support)
- 43. Lets look at a real Oracle ULA agreement D: customized, customer was worried tech support would increase post ULA (true-up) so that text is basically of no value. + more customer specific information. (it’s a safety switch against something that would never happen)
- 44. Lets look at a real Oracle ULA agreement D: - customized, customer was worried tech support would increase post ULA (true-up) so that text is basically of no value. + more customer specific information Converted and replaced licenses – Describe the process - old licenses and support being replaced with new ULA license and support.
- 45. Lets look at a real Oracle ULA agreement Customer has an audit clause. They have 1 year no audit.
- 46. Lets look at a real Oracle ULA agreement APPENDIX Who can use Oracle ULA software.
- 47. Lets look at a real Oracle ULA agreement APPENDIX Cloud agreement attached: (only used to boost sales figures for Oracle. Most likely never used..)
- 48. Question What did State of Montana give away for ULA? ULA contract review: Answer: The right to reduce Oracle support (without repricing)
- 49. Question What did we learn about the certification process? ULA contract review: Answer: State of Monatana needs to provide detailed information about their deployments to Oracle. (non-standard clause in benefit of Oracle)
- 50. Question Why did State of Montana buy cloud? ULA contract review: Answer: This ULA was signed when Oracle wanted to boost sales figures. So only to increase sales rep compensation
- 51. How to renew?
- 52. What Oracle wants you to do. 1. Oracle wants you to renew the ULA 2. Oracle wants you to work only with LMS/SIA and not anybody else. 3. Oracle wants to control the options and not share “alternative renewal options” 4. Oracle wants you to sign a PULA at renewal. 5. Oracle wants you to give them information about current ULA deployment before you renew.
- 53. Are we compliant with our ULA? What does IT tell us about growth/deploym ent? Remember Oracle only wants to buy more. (not neutral) Can I exit my ULA instead? Should I change products in my ULA? Which questions should you ask yourself?
- 54. ULA Renewal – Process. START ULA REVIEW Review License Agreement Inventory Tooling, Run Scripts, Manual Which products are part of the ULA? Which contract limitations? Legal entities, territory rights, cloud rights? VMware Deployment Plans Include in new ULA or purchase outside of ULA Why: Stronger negotiation position for Oracle ULA or enable exit License position Non ULA products Risk reduction & Purchase ULA products Maximize & Optimize No need to buy Need to buy Cost avoidance Create a large license buffer
- 55. ULA Option Overall description When is this option good? When is this option bad? Our Grade ULA -Renewal as is You renew your Oracle ULA as it is, same products, same contract same terms. Fixed costs for included Oracle SW. No Audit (Oracle don’t audit ULA customers) Little documentation on how to manage it, use the tool. Small company (less than 5 employees) No support for Oracle Apps. 3 ULA-Renewal new products, new contract Comprehensive tool, much investments into Oracle License management. Their attitude towards Oracle License management is serious shown by acquisitions and their employees. Oracle provides LMS scripts. When we have reviewed/verified aspera results – they have been very good. Does not “over-sell” its tool and are transparent about usage. Possible to customize rules - which suits Oracle licensing well. Oracle DB and MW capabilities. Few partners who can help you with it. You might end up buying everything from the tool vendor (consultancy and tool) and that can lead too over- reliance on the tool and not objective advise. 5 Partial renewal Primarily a tool to manage MS and desktop SAM– great for some vendors. (SAP) We dont have a good experience of using Snow for Oracle. They were very late to the Oracle SAM. Stronger in marketing than Oracle Licensing. Nice graphic interface. Large customer installbase in EMEA, less so in US. Easy to use, and lower cost than Aspera and Flexera. Oracle DB capabilities. Their marketing and sales are not educating, arguably harmful to Oracle SAM. Many license managers have bought into the hype that the tool will solve it all. Too many false positives that cause you to investigate “false alarms” No support for MW, Apps. 2 ULA Comprehensive tool, many major companies use Flexera for all vendors. By far the most “experienced” and serious Oracle License managers we come across use Flexera or Aspera. Oracle provides LMS scripts. If you spent time on configuring it and managing it – it can be the best tool in the market. Offers you to pull out scripts (raw) and do the analysis outside of the tool. Oracle DB and MW capabilities. Expensive and requires a lot of time to implement. Cannot do Oracle Applications (as everyone else) 4 Oracle ”audit scripts” We recommend it to be used at any time you want a compliance position that is close to 100%. Never use only a tool when there is an audit or ”sharp” scenario with Oracle. Very accurate Copy of Oracle LMS methodologies Must use external consultancy Requires some work to run them on all your Oracle Servers Not a discovery tool. N/A
- 56. How to qualify a ULA renewal offer • The main drivers/applications for Oracle Software. What is the strategy for those applications going forward, infrastructure refresh/cloud/decreasing? • Will we deploy hundreds/thousands of Oracle Software? Compare it towards high discount pricing. • To understand the effective discount.
- 57. How to exit?
- 58. Exiting an Oracle ULA? Not a formal license audit, but you may as well treat it as such. Oracle will run audit scripts. (no company that I have helped has ever been compliant with ULA, and I have never heard anyone else say “we came across a ULA and client was compliant” It simply doesn’t happen.
- 59. Exit-process Exiting Oracle ULA Is a 6 month process, which picks up as soon as you tell Oracle, that you want to exit your Oracle ULA. Oracle LMS will provide you with documents to complete. Oracle LMS wants to make a “exit project” with you. Oracle LMS wants you to run their scripts (as in a formal license audit)
- 60. • If/When Oracle accepts your numbers, your unlimited will be transformed into fixed quantities • Support will remain the same! Only annual increase. What this means is that: Companies should deploy as much Oracle software (unlimited) as possible in the ULA. But it must be done in a controlled manor. $
- 63. Your ULA ends and what does Oracle want you to do? 1. Oracle wants you to provide info legal entities, deployments, applications without reading the contract. 2. Oracle wants you to complete the GDR. 3. Oracle wants you run their audit tools. 4. Oracle wants you to certify/exit with as little software as possible 5. Oracle wants you to renew your ULA at a higher price
- 64. What does my contract say? Do I need to do everything Oracle wants? I need to do my “home-work” internally first What is my licensing position? Do I need to run Oracle scripts? Which questions should you ask yourself?
- 65. Top4 reasons why you might renew your ULA (against your will) You by mistake deploy Oracle Software not part of ULA For example you deploy 1000 processors of Oracle Database EE. During certification/exit process you give Oracle script output. Script output shows Oracle you have accidentally used Advanced Compression not part of the ULA. Its 240 processors and each CPU license is 11 500 $ - combined value 2,7m $ + 22% support = 3,2m $ Oracle proposes you renew your ULA to avoid purchasing new licenses for 3,2 $ and includes the product that you had a gap for. Often the non ULA renewal proposal is non-attractive and companies renew ULA again. #1Deploying non ULA Software
- 66. Recommended actions Inform IT/DBA/Architects which products are included in the ULA. Online Skype session is recommended shortly after signing. Allocate budget for Oracle License Management, (external partner to help you) – run Oracle scripts. Have some sort of inventory/discovery tool
- 67. You sign a contract in US – ULA. Territory clause only says deployments in the United States. During certification/exit process Oracle is informed that you have deployed software in Brazil. Top4 reasons why you might renew your ULA (against your will) #2 Contract Compliance Why do customers renew ULAs when they don’t want to? 100 processors of Oracle Database Enterprise Edition – A list price value of 4,7m $. Oracle proposes you renew your ULA to avoid purchasing new licenses for 4,7m $ and includes brazil in your ULA. And you pay for a new Oracle ULA (license fees higher or same as before and new and old support.
- 68. Recommended actions Make sure you negotiate worldwide usage deployment rights in your ULA contract If you don’t have ww usage, consider pro- actively negotiate an amendment with Oracle.
- 69. But then you use Oracle software on legal entities that are NOT part of the ULA. Example 100 processors of DB EE Top4 reasons why you might renew your ULA (against your will) EXAMPLE 100 processors of Oracle Database Enterprise Edition – A list price value of 4,7m $ Oracle proposes you renew your ULA to avoid purchasing new licenses for 4,7m $ and includes the new entities in the ULA. And you pay for a new Oracle ULA (license fees higher or same as before and new and old support #3 Contract Compliance You sign a ULA on parent/corporate level.
- 70. Recommended actions Make sure you negotiate customer definition & subsidiaries If you make acquisitions, negotiate the M&A clause in the ULA contract to allow them to be included. If any large merger&acquisition consider negotiate with Oracle about amendment to ULA
- 71. Top4 reasons why you might renew your ULA (against your will) If you deploy Oracle ULA software in Azure or AWS For example you deploy 100 processors of Oracle DB EE. When the ULA ends those deployments cannot be counted towards the exit numbers. So you are in affect non- compliant. During certification/exit process Oracle is informed that you have deployed software AWS. 100 processors of Oracle Database Enterprise Edition – A list price value of 4,7m $ Oracle proposes you renew your ULA to avoid purchasing new licenses for 4,7m $ and includes some rights to allow cloud deployments the next time you exit your ULA. And you pay for a new Oracle ULA (license fees higher or same as before and new and old support #4Deploying Oracle Software in non Oracle Cloud.
- 72. Recommended actions Negotiate rights to certify deployments in third party cloud. (at signing) Consider negotiating amendment if you have a cloud strategy and active ULA. If you contract clause, make sure stakeholders does not deploy Oracle in third party cloud.
- 73. Myth busting #1 There is no true up at the end of the Oracle ULA. (if you managed to deploy 10000 of CPUs, the support is still the same) MYTH #1
- 74. Myth busting #2 Oracle will not be upset if you deploy a large number of licenses MYTH #2
- 75. Myth busting #3 You will keep your licenses, that you certiy/exit Oracle ULA with. MYTH #3
- 76. ULA Review Phase 1 START ULA REVIEW Review License Agreement Inventory Tooling, Run Scripts, Manual Which products are part of the ULA? Which contract limitations? Legal entities, territory rights, cloud rights? VMware Deployment Plans Include in new ULA or purchase outside of ULA Why: Stronger negotiation position for Oracle ULA or enable exit License position Non ULA products Risk reduction & Purchase ULA products Maximize & Optimize No need to buy Need to buy Cost avoidance Create a large license buffer
- 77. Question 2 actions every company should take when renewing/exiting? ULA contract review: Answer: Review contract, to understand any issues before Oracle gets information about your ULA deployments. Answer: Run Oracle style (audit scripts) to determine what is your licensing position. (don’t show your cards to Oracle – Poker phrase)
- 78. PULA
- 79. Oracle Perpetual Unlimited License Agreements Came to the market 3-4 years ago Oracle alternative renewal option (renew ULA or sign PULA) Don’t often offered as the first ULA type of agreement It never expires, it’s a forever ULA 01 02 03 04 Oracle PULA 1-5 Y
- 80. What if you need additional products, there is no fixed price in the standard PULA? What if you want to exit? Or do you expect to pay Oracle millions of dollars forever? (due to repricing) Oracle often wants to include non PULA products into “total technical support stream” not only ULA included products. Biggest traps PULA traps
- 81. How to exit a PULA? Best way is to negotiate a “self-exit” clause so that you can decide when you exit. If you don’t have such clause, you are at the mercy of Oracle. If you fail to pay support, Oracle can breach the PULA and you have no licenses at all. (never happens)
- 82. When to consider a PULA? You want a long ULA. Include some core products (not everything and not nische) Continued growth, if not optimization in a normal ULA Is better!
- 83. Scenarios when you should not sign a ULA Don’t sign a PULA and pay x millions because you lack Oracle License Management Don’t sign a PULA if you are active in merger and acquisitions. Don’t sign a PULA if you want to reduce Oracle costs.
- 84. Question How can you exit a PULA? PULA Exit: Answer: You cant unless you have the contractual right to exit. Answer: You can try to “negotiate with Oracle” requires a purchase.
- 85. Question Can you reduce support fees while in a ULA or PULA? Support fee: Answer: No, its impossible.
- 86. Question How can I be compliant with my Oracle ULA/PULA? ULA Question: Answer: Deploying non ULA products. Answer: Contract issues, legal entities, geography, cloud or other contract violations
- 87. Question Reasons why a PULA is risky? ULA Question: Answer: No reduction of support Answer: No standard clause usage rights Answer: How do you add new products?
- 88. Pool of Funds
- 89. What is Pool of Funds agreement? It is like a pre-paid credit card. You can only use it for pre-negotiated products. Pre-negotiated products have a fixed price.
- 90. You need to spend the credit You pay Oracle a lump sum of money. If you don’t spend the money or the credit, there is no refund. in the contract term.
- 91. Pool of Funds - Contract Basics • Almost the same contract terms as a normal Oracle contract (cust def, ww usage, support etc). • Pricing is anything from 1MUSD + • Not a common agreement type in the market. • The reporting process, our experience is that Oracle is not following up on this. (time issues?)
- 92. Table A – Pooled Programs Description/License Type Quantity Oracle Database Enterprise Edition – Named User Plus Perpetual Software Update License & Support TBD Cloud Management Pack for Oracle Database – Named User Plus Perpetual Software Update License & Support TBD Pooled Programs Description / License Type Quantity Net Fee Oracle Database Enterprise Edition – Named User Plus Perpetual Software Update License & Support 1 99.18 19.84 Cloud Management Pack for Oracle Database - Named User Plus Perpetual Software Update License & Support 1 6.23 1.25
- 93. Review the contract text: • 3 years validity • 90 days before each year anniversary you need to provide license report to Oracle. E. Pool of Funds 1. Pool of Funds Deployment Rights In consideration of the payment to Oracle of the license and technical support fees specified in this ordering document, you shall receive a license fee credit equal to Pound Sterling (the “Pool of Funds Credit”). For a period of three (3) years from the effective date of this ordering document (“Pool of Funds Period”), you may use the Pool of Funds Credit to deploy any combination of the progras listed in the Pooled Programs table (The “Pooled Program”) provided that (i) on the first and second anniversary of the effective date of this ordering document, 90 days prior to the expiration of Pool of Funds Period, and upon the expiration of the Pool of Funds Period, you submit to Oracle “License Declaration Reports” (“ LDR(s)”), and (ii) you continuously maintain support for any and all programs deployed using the Pool of Funds Credit, and (iii) your use of the Pooled Programs is in accordance with the terms of the Agreement and this ordering document, and (iv) at the end of the Pool of Funds Period any un-used credit shall expire, and you shall not be entitled to any credit or refund of license fees following the end of the Pool of Funds Period, and (v) you continuously maintain support for any and all programs purchased pursuant section D.2 above. The Pool of Funds Credit must be used only to deploy licenses for the Pooled Programs. The Pool of Funds Credit cannot be used to pay for technical support or any other Oracle program or service.
- 94. Why a Pool of Funds can be risky Need to provide Oracle info about servers, deployments (a license report) You can’t terminate support for products locked by the agreements. (not only products part of this agreement)
- 95. When to consider “PoF” agreements We have lots of Oracle projects, but we don’t know which products we need. Don’t you don’t want to sign a ULA and lock in all CSIs Want high discounts and flexibility on product mix
- 96. Checklist for your Oracle ULA T&Cs Customer Definition Territory Technical Support Certification Process Cloud Limitations Pricehold List all subs you want to include Worldwide – must have Cap future increases How long? How? Important! Can you exit with Cloud deployments? ULAs have far more hidden limitations than other contracts Non ULA products fixed pricing? License Assignment & MA A must! New License Agreement Pricing & Benchmarking
- 97. Thanks for listening VISIT US