1 Effectively Managing Global Engineering Licenses Kimberley A. Dillman IT Solution Architect – Engineering Delphi Corporation

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/20082 Delphi Overview and Vision  Leading global supplier of mobile electronics and transportation systems, including powertrain, safety, steering, thermal, and controls & security systems, electrical/electronic architecture, and in-car entertainment and communication technologies  Ranked 92 on the 2008 Fortune 500 company list  Global manufacturing footprint  Strategically located to support our customers  Advanced technology and OE quality parts and service  Automotive  Independent aftermarket, consumer electronics businesses, medical, commercial vehicles or other adjacent-market businesses  Vision  Be Recognized By Our Customers As Their Best Supplier!

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/20083 Overview  Introduction  The basic concepts of “licensing”  Managing the license files  Monitoring the license availability  Tracking historical usage  Analyzing capacity  Contract compliance  Cost of usage  Summary

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/20084 Introduction  As the lead time for product design drastically decreases, the need for the use of computer-aided engineering tools, especially for simulation and analysis, rapidly increases to meet these new deadlines  Computer-generated models and simulations increase the quality and accuracy of the designs and reduce the overall design cycle time  These tools can be very expensive  The deployment and usage of these tools needs to be accurately tracked and managed to make the most efficient use of these assets

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/20085 The Basic Concepts of “Licensing” - Diagram

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/20086 The Basic Concepts of “Licensing” (1 of 2)  Enabling the Application  License server processes  License file  Log files  Application client

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/20087 The Basic Concepts of “Licensing” (2 of 2)  Managing the Application  Managing the license files  Monitoring the license availability  Tracking historical usage  Analyzing capacity  Contract compliance  Cost of usage

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/20088 Managing the License Files – Why?  Revision Control  History of license file revisions  Recording the differences  Accuracy  What was added?  What was removed?  What changed?  Testing  Verifying the changes  Implementation

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/20089 Managing the License Files – What?  License File Attributes  Vendor name  Daemon names  Server names  Revision date (effective date)

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Managing the License Files – What?  Feature Attributes  Name  Type (Increment, feature, etc.)  Expiration date  Quantity  Version  BORROW allowed? (and default time length)

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Managing the License Files – How?  Database  Store the key fields from the license file  Record revision date for the license file  Parser Scripts  Used to extract key fields from the license file to be imported into the database  Reports  Vendor’s files that are “tracked”  Revisions of license files available for each vendor  Differences between license files (add/delete/change)

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Managing the License Files – Ex. 1 Vendor License File Revision Report:

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Managing the License Files – Ex. 2 Vendor License File Comparison Report:

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Monitoring the License Availability - Why?  Detect Potential Problems or Outages  Prevent outages  Minimize down time due to outages  Monitor Usage Near Capacity  Detect and monitor periods of high usage  Identify very long running jobs  Additional compute resources needed?  Hung job or license?  Detect usage of large quantities of licenses by individual users

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Monitoring the License Availability - What?  Are licenses available?  Are we nearing capacity?  Who is using the licenses?  How long?  How many?

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Monitoring the License Availability - How?  Scheduled Jobs  Use license manager specific utilities to gather status information from the license server  Extract important information from the status output  Monitor  Send out s if server appears to be “in trouble”  Send out s if:  Near capacity  Excessive job run time  User has excessive licenses

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Monitoring the License Availability – Ex. 1 Server Exception Report:

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Monitoring the License Availability – Ex. 2 User Overuse Exception Report:

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Tracking Historical Usage – Why?  Analysis of current usage issues  Analysis of capacity  Current  Future  Analysis for compliance to vendor contracts  Overdraft pool usage  Usage by location  Determine usage cost  Internal cost allocation  Relative tool cost

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Tracking Historical Usage – What?  Users  Host and/or IP address  Features  Type of use  License quantities  Job time  Start  End  Client software version

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Tracking Historical Usage – How?  Logs  License server records usage data  Database  Store key fields from usage data  Store additional user info  Store additional vendor info  Parse scripts  Extract data from text logs  Dump raw data from encrypted logs

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Tracking Historical Usage – How?  Stored Procedures  Import data extracted with parser scripts into database  Manipulate raw data into form necessary for required reports  Provide calculations necessary for reports  Reports  Generate reports based on type of report required and format  Excel  PDF

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Tracking Historical Usage – Diagram

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Analyzing Capacity – Why?  Determine if new users can be supported with existing capacity  Determine reasons for denials and/or problems with license access  Determine usage efficiency of existing capacity for renewals  Predict future capacity needs based on analysis of current usage patterns and history

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Analyzing Capacity – What?  Denials  Maximum concurrent usage (overall)  Maximum concurrent usage (user)  Length of job  Usage hours  Division  Location

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Analyzing Capacity – How?  Denial reports  Reason for denial  Time period  High water mark  By time period  By user and/or division  Usage efficiency  By time period  By user and/or division  Usage summary

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Analyzing Capacity – Ex. 1 Denial Report:

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Analyzing Capacity – Ex. 2 High Water Mark Report - Monthly:

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Analyzing Capacity – Ex. 3 High Water Mark Report - Daily:

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Analyzing Capacity – Ex. 3 Usage Efficiency Report:

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Contract Compliance – Why?  Provide vendor with usage information by location for their internal purposes  Distribution of support costs  Provide vendor with usage information by feature for their internal purposes  Distribution of support costs  Proof of compliance with license serving restrictions  site / regional / global  Overdraft pool usage frequency

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Contract Compliance – What?  User’s location  Used feature  Length of time feature was used  Quantity of licenses used

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Contract Compliance – How?  Total usage by location  Total usage by location and feature  High water mark  Usage efficiency  High water mark by location

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Contract Compliance – Ex. 1 Vendor Usage Summary Report:

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Allocating Cost of Usage – Why?  To allow fair distribution of total cost re-allocation internally  To compare vendor usage cost at various locations

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Allocating Cost of Usage – What?  User’s location  Used feature  Length of time feature was used  Quantity of licenses used  Relative cost of feature (weighting factor)

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Allocating Cost of Usage – How?  Total usage report spreadsheet  Division  Location  User  Feature (optional)  Time period  Duration hours and percentage of total vendor usage  Tokenized hours and percentage of total vendor usage  Weighted hours and percentage of total vendor usage

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Summary  To effectively manage global engineering licenses, it is important to understand the following: what you have, where it is being used, who is using it, and how much it costs  The only way to understand it is to analyze it  The only way to analyze it is to track it  It is also important to monitor the availability of what you have. It is not cost effective nor productive to have resources frequently “unavailable” when required

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Delphi Lessons Learned (1 of 3)  Each vendor may choose to implement the same license manager in a different way  Feature-based, token-based, or mixed  Many features for each “product”  “Duplicate” usage by host, display, and/or user  Analyzing the data and reports requires technical knowledge of how the vendor actually implements the license manager and licenses within their applications

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Delphi Lessons Learned (2 of 3)  Different license managers require different methods to extract the usage data, however, most license managers log the same basic data so a common storage and reporting system can be used with a little “creative” thinking and design  The level of “accuracy” of license reporting needed can vary by application and this may determine the tools used for reporting  Whether or not a license should be shared globally usually depends on how that license is used (i.e. when, where, and for how long)

Managing Global Engineering LicensesKimberley Dillman – Delphi6/5/ Delphi Lessons Learned (3 of 3)  CAD license “usage models” can be very different than CAE license “usage models” due to the nature of software, the user, and the way it is used  There are various ways to provide license “redundancy” using the mechanisms built in to the current license managers, however, they all appear to have drawbacks. Providing a “failover” mechanism for the entire license pool is preferable when allowed by the vendor

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