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Q. How is IBM Lotus Notes and Lotus Domino software licensed?
A. There are three primary ways to acquire licenses of software in the Lotus Notes and Domino family:
- Client and server licensing
Acquire a client license for each user, plus server licenses determined by the total processor value units associated with your server machine(s). Various options are available for both client and server, depending on the degree of function you need (messaging only or messaging plus collaborative applications). Learn more.
- Per user licensing
Pay a per user charge based on your total number of users. This option is available through a portfolio of packaged offerings-some designed for small and midsize businesses, and others designed for large enterprises. With these offerings, you are entitled to deploy as many Lotus Domino servers of a particular type as you want, and each user is entitled to use any one of a variety of specified client types. Learn more.
- Processor value unit licensing (applications only, no messaging)
Acquire server licenses determined by the total processor value units associated with your server machine(s). Client access licenses are not required for application access by Web browser access, inside or outside your company. Two offerings are licensed in this fashion-one designed for small and midsize businesses, and one designed for larger enterprises. Learn more.
Q. How do I acquire Lotus Notes and Domino software licenses?
A. IBM Lotus Notes and Domino software licenses can be acquired through the IBM Passport Advantage® or IBM Passport Advantage Express software acquisition program, either from IBM or from an IBM Business Partner who is a software reseller. Individual licenses can be acquired online using the IBM Software Catalog.
Note: Lotus Domino for the IBM z/OS® operating system is an IBM program product not available through the Passport Advantage program. The Lotus Domino for z/OS offering has different pricing and licensing terms that are not addressed in this document.
Q. What is the IBM Passport Advantage program?
A. IBM Passport Advantage is IBM's comprehensive software licensing and Software Subscription and Support program. It is a flexible and cost-effective way for organizations to reap the benefits of volume pricing for new software, new releases of the latest technology, and technical support to keep businesses up and running. The Passport Advantage program consists of a general acquisition program for specific software products and their supporting Software Subscription and Support services, as well as a Complete Enterprise Option (CEO) to acquire groups of products to be deployed across an enterprise on a per-user basis.
Q. What are the differences between the Passport Advantage and Passport Advantage Express programs?
A. Passport Advantage and Passport Advantage Express are both IBM programs that cover software license acquisition and software subscription and support services under a single, common set of agreements, processes and tools. The Passport Advantage program is focused on larger enterprises that may have multiple sites. It involves making a volume commitment for the acquisition of IBM software licenses over a period of time. The size of the commitment determines the suggested volume price level. Passport Advantage Express is a transaction-based program designed to meet the needs of smaller, single site enterprises, with no requirement for a volume commitment.
Q. What are the license options available for the client-server licensing model?
A. The server license options are IBM Lotus Domino Messaging Server and IBM Lotus Domino Enterprise Server. Client license options include:
- Lotus Domino Web Access (CAL) for high-function Web access
- Lotus Notes client software (including CAL)
- Lotus Domino Designer® - Integrated Design Environment (IDE), including Lotus Notes and Lotus Domino Web Access
In addition, Lotus Notes and Lotus Domino Web Access licenses may be acquired through two options -- one that includes Messaging (e-mail, scheduling, personal information management (PIM), discussion databases, reference databases with basic workflow for document review) and Collaboration (messaging plus teamrooms and access to custom applications developed or acquired separately).
Q. What are the available per user license options?
A. The per user license options are IBM Lotus Domino Express (Messaging Express or Collaboration Express), and IBM Passport Advantage Complete Enterprise Option (CEO) bundles. The Lotus Domino Express offerings apply only to companies with 1000 employees or fewer. License restrictions remove access to selected capabilities designed for larger organizations. With the Lotus Domino Messaging Express and Collaboration Express offerings, the per user charge applies to the number of Lotus Notes and Domino users, which may be less than the total number of employees. CEO offerings are available to companies of any size, but each bundle carries an initial minimum acquisition requirement and the per user charge applies to the total number of employees in the organization who have been assigned a computer capable of running the software.
With the per user license options, you have the flexibility to use as many server licenses as you want, of the type(s) included in the offering or bundle you acquire. However, access to Lotus Domino server is limited to people for whom you have paid the per user charge. No access from outside the designated user community is allowed. If you do not have a Lotus Domino Collaboration Express per user license, you are not entitled to access the Lotus Domino server, even for anonymous application access, and even if you have a separately acquired client access license.
Q. What are the available utility server license options for Lotus Domino software?
A. The utility server license options are IBM Lotus Domino Utility Server and IBM Lotus Domino Utility Server Express. The potential user community for utility servers is not limited by the license, as client access licenses are not required for Web browser users. Access from a Lotus Notes client is allowed, but a Lotus Notes for Collaboration license must be acquired separately for access to applications using the Lotus Notes client software, regardless of whether the access is authenticated or anonymous. The Lotus Domino Utility Server Express offering applies only to companies with 1000 employees or fewer, and is limited to a maximum of 400 processor value units.
Q. What constitutes a license? Do I receive CDs and documentation? Do client licenses include software or just a license to access the Lotus Domino server software?
A. Lotus Domino server and Lotus Notes client licenses give you the right to install and use the software in accordance with the terms of the license. When you acquire licenses, the appropriate software and associated documentation are available for you to download from the Passport Advantage Web site. What you can access on the site is determined by your entitlement. If you would like CDs and hardcopy documentation, one media pack per major release (e.g., 6.5, 7.0, 8.0) is available on request. Additional copies of media can be purchased.
A Lotus Notes for Messaging or Lotus Notes for Collaboration license includes both a license to install and use the client software and a CAL. A standalone Notes license (for example, included with some workstation hardware) does not include a CAL. For an additional charge, you can upgrade a standalone Lotus Notes license to a full license that does include a CAL.
Several Lotus client license options are primarily client access licenses (CALs) giving you the right to access the appropriate Lotus Domino server capabilities from designated client software that you acquired separately (Web browser, POP3 or IMAP client). An optional Web browser add-in with Lotus Domino Web Access software allows offline support and synchronization capability.
Q. What determines how many Lotus Domino server licenses I need?
A. Lotus Domino server licensing is determined by the number of processor value units associated with the physically available and active capacity of each machine on which the Lotus Domino software is deployed. Effective 14 August 2007, sub-capacity licensing is an option for acquiring and deploying eligible Lotus Domino software. Sub-capacity licensing allows you to license software for use on less than the full processor core capacity of your machine - when the software program is used within one or more partitions using a supported partitioning technology.
For more details about sub-capacity licensing, see the sub-capacity page on the Passport Advantage Web site or consult your IBM sales representative or IBM Business Partner.
Q. What are processor value units?
A. A processor value unit is a unit of measure used to differentiate licensing of IBM server software on various types of processor technology. Previously, the number of Lotus Domino licenses was equal to the number of processor cores physically available and active in the machines on which the software is deployed. IBM defines a core to be an independent functional unit that interprets and executes software instructions. IBM recognized the need to simplify licensing for multi-core chips and to align with variations in the value of different types of hardware technology to IBM customers.
On 25 July 2006, IBM adopted a server software licensing model based on processor value unit designations for three technology tiers. The number of Lotus Domino licenses required is now based on the number of processor value units. In most cases, the new price per license was established in a way that the total suggested retail price (in US dollars) of licenses needed for your machine did not change on that date.
For example: for Lotus Domino software running on a single core chip, the price per processor value unit on 25 July 2006 was the former per-CPU Passport Advantage suggested retail price in US dollars divided by 100. The number of processor value units assigned to a single core chip is 100. The total price remained the same.
For full details including a table of processor value unit designations, see the 25 July 2006 announcement.
Q. May I use more than one Lotus Domino license type for the same hardware?
A. Yes, separate licenses can apply to the same hardware. For example, suppose you have users within your organization who need mail, but you want to provide Web self-service capabilities to your customers using a Lotus Domino-based application. You can acquire both Lotus Domino Messaging Server licenses and Lotus Domino Utility Server licenses, and support the combined capabilities of both licenses on the same hardware.
In some cases, a hardware vendor may ship a server with more processors than you actually ordered - on the assumption that you may want additional capacity in the future. Except when using sub-capacity licensing, Lotus Domino server licensing is based on the physically available capacity. Note: at the time you activate the spare processors, you will need to acquire additional Lotus Domino licenses to reflect the revised total capacity on the system.
Q. When do I need a client access license?
A. A client access license (or per user charge if you are using per user licensing) is required for access to Lotus Domino capabilities that require authentication, except for Web browser access to Lotus Domino Utility Server or Lotus Domino Utility Server Express software.
Access to messaging capabilities is always authenticated because messaging requires validation of a user's unique identity, and the user is registered in the Lotus Domino Directory. Use of Lotus Notes is always authenticated because you must supply an ID and password to start up the software.
A CAL is required for:
- Access to Lotus Domino messaging capabilities from any supported client type
- Authenticated access to Lotus Domino applications from a Lotus Notes client (requires Lotus Notes for Collaboration license in all cases regardless of server license type)
- Authenticated access to Lotus Domino applications from a Web browser (requires Lotus Domino Web Access for Collaboration license) - if the server is not licensed for Lotus Domino Utility Server or Lotus Domino Utility Server Express
A CAL is not required for:
- Anonymous access to non-mail Lotus Domino applications using a Web browser*
- Authenticated access to Lotus Domino applications from a Web browser if the applications are running on a machine with Lotus Domino Utility Server or Lotus Domino Utility Server Express licenses
*Note that with the per user licensing model, access to Lotus Domino capabilities is limited to the people for whom you have paid the per user charge.
Q. What determines whether application access is authenticated?
A. For authentication to take place, the user needs to be uniquely identified to Lotus Domino server software. Typically a user has a person document in the Lotus Domino Directory, but not always. If the server receives and accepts information tied to a unique individual, that is authentication. The authentication mechanism that defines the user's identity can be the Lotus Notes ID, the Lotus Domino HTTP password, a SmartCard, or any other third party authentication source. For example, using DIIOP technology, an application can retrieve data from Lotus Domino without any Lotus Notes or browser client; but if the information is specific to a user, a CAL is still required. If, in any way, the user is distinguished from anonymous access, the user requires a CAL to use the Lotus Domino application - except for Web browser access to Lotus Domino Utility Server or Lotus Domino Utility Server Express.
Q. May I have a mix of users - some with per user licenses and some with CALs acquired separately?
A. With the per user licensing model, access to Lotus Domino capabilities is limited to the people for whom you have paid the per user charge. If you want to extend access to non-mail applications to people outside of this user set, you have the option to add the appropriate utility server licenses (Lotus Domino Utility Server or Lotus Domino Utility Server Express).
Q. What determines how many client (user) licenses I need? Is it based on the number of named IDs in the Lotus Domino Directory? Copies of Lotus Notes software installed? Individual people using Lotus Notes and Domino capabilities?
A. A client license is required for each individual person who accesses Lotus Domino capabilities in a manner that requires a CAL (see previous Q&A) - no more, no less. This is true regardless of the number of workstations used, copies of software installed, or number of user IDs in the Lotus Domino directory. For example, if two people share a Lotus Notes workstation for access to Lotus Domino server, two CALs are required. This is true whether each of them has a unique Lotus Notes ID or whether they share a common or generic ID. If one person uses five IDs, only one license is required.
Q: I am using the Domino Directory, and a select group of "non-CAL" users need to be added to provide authenticated access to non-Domino applications such as IBM Lotus Forms. Do these "non-CAL" users require a CAL?
A: No, if these users are not assigned an authorized user name/password in the Domino Directory and they do not access any Domino applications or databases, they do not need a CAL.
Q. What tradeup options are available to move from one messaging and collaboration offering to one with additional capabilities?
A. IBM offers several in-family and competitive tradeup part numbers. As the name suggests, in-family pricing applies to moving from Messaging to Collaboration licenses within the same family (Lotus Domino server licenses acquired through the client-server licensing model, Lotus Domino Express per user licenses, select client licenses), or moving from Lotus Domino Express per user licenses to the Passport CEO Communications bundle. In-family tradeup pricing is generally lower than the difference between current prices of the existing and new licenses.
The available in-family tradeup options are:
- Lotus Domino Messaging Server to Lotus Domino Enterprise server (except for Linux® on the IBM System z™ platform)
- Lotus Domino Messaging Express to Lotus Domino Collaboration Express
- Lotus Domino Messaging Express or Lotus Domino Collaboration Express to Passport Advantage CEO Communications per user licensing
- Lotus Notes for Messaging or Lotus Notes for Collaboration to Passport Advantage CEO Communications per user licensing
- Lotus Notes for Messaging to Lotus Notes for Collaboration
- Lotus Domino Web Access for Messaging to Lotus Domino Web Access for Collaboration
- Lotus Domino Web Access for Collaboration to Lotus Notes for Collaboration
Competitive tradeup licenses are discounted versions of regular IBM Lotus client or per user licenses, and you are generally eligible when you retire non-IBM, competitive commercial e-mail software as part of the transaction. Eligibility extends to open source e-mail software when moving to IBM Lotus software running on the Linux operating system. Think of it as a way to turn in your current non-Lotus licenses toward new Lotus licenses. Please note that there are currently no competitive tradeup licenses for server software.
Competitive tradeup options are available to move from competitive e-mail software to:
- Lotus Notes for Messaging
- Lotus Notes for Collaboration
- Lotus Domino Web Access for Messaging
- Lotus Domino Web Access for Collaboration
- Lotus Domino Messaging Express
- Lotus Domino Collaboration Express
- Passport Advantage CEO Communications bundle
Q. Does IBM offer tradeup pricing to move from Lotus Domino Express offerings to the comparable enterprise offerings?
A. IBM offers tradeup options to move from Lotus Domino Express licensing to CEO Communications bundle, but not to the Lotus Notes and Domino family client-server or processor value unit licensing model. If you are using Lotus Domino Messaging Express or Lotus Domino Collaboration Express software and your company grows, you have the option to trade up your per user licenses to the Passport Advantage CEO Communications bundle. If you are using Lotus Domino Utility Server Express and your user base expands to require more than 400 processor value units in order to support it, you would need to acquire new Lotus Domino Utility Server licenses.
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