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VMware takes on Microsoft in the identity management space

After a number of strategic acquisitions, VMware looks to simplify identity management.

Microsoft and VMware seem to be continuing on their collision course, and this time it’s VMware’s turn to take a shot. The company on Monday launched a new cloud service that helps companies manage passwords and identities.

VMware Identity Manager is being billed as ID as a Service (IDaaS) because it’s offered as both a cloud service and on-premises. It combines several VMware acquisitions into one program that is equal parts Mobile Device Manager (MDM) and Active Directory.

At its heart, VMware Identity Manager is a single sign-on product supporting cloud, remote, and on-premises users. The product is based on TriCipher technology acquired by VMware in 2010, which is now a part of its AirWatch mobile device management system, which was also an acquisition.

The solution works with other VMware products, such as vCloud Air and vRealize Suite, to provide a single sign-on for administrators to work between management interfaces. The integration with AirWatch Enterprise Mobility Management provides an extra factor of authentication rather than passwords.

It has a customizable and context-aware HTML5 application portal to assist employees with getting set up, automated app provisioning, and offers more secure access to applications across any device. It also federates existing on-premises Active Directory infrastructures to centralize end-user management.

VMware Horizon and AirWatch already supports iOS devices, but VMware announced that it will expand its iOS support with the development of application configuration templates and vertical solutions for industries like healthcare, airlines, education and others. It will provide users with a one-touch sign on for their specific enterprise.

VMware also announced 15 new members of its Application Configuration for Enterprise (ACE) standard, which it launched this year. They include Dropbox, Everbridge, Kony, MicroStrategy, ServiceMax, Showpad, Syncplicity by EMC, and Webalo.

Finally, VMware announced its AirWatch systems now support the AT&T Work Platform, a voice, data, and messaging service for businesses that offers split billing so end-users can split the cost of their business and personal use in a BYOD program.

So it seems VMware and Microsoft are duking it out in the cloud and the data center. Microsoft crept into VMware’s domain with Hyper-V, and VMware comes back with a direct competitor to Active Directory. It will be interesting to see Microsoft’s next move.

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VMware CEO touts ‘One cloud, any app, any device’ plan

VMware CEO Pat Gelsinger talks up new hybrid cloud strategy, SDN, OpenStack, partnering with Google and competing with Amazon and Microsoft

VMware is shifting its cloud computing engine into high gear this week with a series of product updates, including new versions of its vSphere virtualization software and VSAN storage platform, plus a distribution of OpenStack and integrations of its NSX software-defined networking tool with its vCloudAir public cloud. This follows a partnership announcement last week with Google in the cloud. VMware CEO Pat Gelsinger – former COO of EMC and CTO of Intel – sat down with IDG Enterprise Chief Content Officer John Gallant and Network World Senior Editor Brandon Butler to discuss all the activity, what it means for customers and how VMware will compete with Amazon and Microsoft in the cloud.

John Gallant (JG): Pat, VMware has had a lot of news between last week and today. What is the single most important thing you want customers to understand about your announcements?
Pat Gelsinger (PG): If there’s one phrase that we’re asking people to get from this it’s: One cloud, any app, any device. This is a view that there is a foundation for one cloud, and vSphere and what we’re announcing in networking and storage gives us this unique position for a unified cloud architecture that can be on and off premise. As we bring that to market, it’s in response to what we hear customers saying. It’s an increasingly liquid world, it’s tumultuous. We see restructuring of traditional players and established players are being moved aside. And we definitely see this unique opportunity for VMware. People are increasingly relying on software at the application layer and they increasingly need a software-defined infrastructure to enable the level of speed, agility and flexibility to respond to that. That’s where we see this set of announcements, the products that we’re bringing being really a very foundational launch for us as we start 2015.

Brandon Butler (BB): At your VMworld keynote address you spoke a lot about VMware’s software defined data center vision. Where do you see these announcements fitting in with that strategy? And also, where is VMware along that journey to achieving the software-defined data center? It seems like VMware has a strong presence in the private cloud and virtualization markets. But things like public cloud and NSX are still relatively nascent.

PG:When we think about software-defined data center (SDDC), we think of the management of compute, network and storage as common ingredients that we apply both on premise and off premise, and that’s truly what the hybrid cloud is – it’s the ability to tie those two together. In vSphere we have 650 new features, including key breakthroughs for the size for mission-critical workflows like big Hana databases and Hadoop workflows that are supported. We’ll have new performance benchmarks that come out, high availability improvements and resiliency features that allow us to attack mission critical workloads. So the simple message is: Any workload can and should be virtualized. And VSAN is a foundational component of the SDDC, too. VSAN has major improvements in data formats, performance, size, data features and snapshots. VMware Integrated OpenStack is a set of technologies that can be consumed through our traditional APIs as well as through increasingly open APIs. And finally, and to me maybe most importantly, is the hyper-networking. When you talk about moving a VM from my on-premises data center to a public cloud resource, typically moving the compute piece is tricky. Standards will be fairly well established, but moving the network, that’s hard – all of the [Layer 2 and 3] network features required. That’s why the hybrid networking aspect of this announcement is really I’ll say the magic that allows this true on- and off-premise ability of the hybrid cloud to function. So taken together, this is the SDDC with a complete set of ingredients, major advancements on all fronts, and now the ability to consume them in new and powerful ways.

BB: You recently announced a partnership that will make aspects of Google’s cloud platform available to customers in VMware’s vCloudAir public cloud portal (Read more about that Google-VMware deal here). How do you envision customers using this new functionality and why was this an important partnership for both VMware and Google?

PG: At the highest level, we think of this as a win-win. It will combine the presence VMware has with the enterprise customer and the unique offering that we have to deliver hybrid services with the scale Google has with regard to analytics services, storage services and the database, which it hasn’t in any meaningful way been able to bring to the enterprise customer. So what they have so complements what we have and bringing those together through the vCloudAir service we think brings our customers the services that can allow them to significantly extend the workloads and opportunities they have for using cloud services.

JG: Who do you see as your primary competitor in the hybrid cloud? It would seem to us that it’s Microsoft, because they’re trying to create a similar enterprise hybrid cloud play.
PG: Whenever I talk about cloud, I always say the four companies that matter are VMware, Amazon, Google and Microsoft. The two that have a legitimate position to deliver a hybrid value proposition are Microsoft and VMware. We have such a foundational leadership position on premises, our 80+ percent share of the on-premise virtualized environment gives us the foundational position of great leadership versus Microsoft or anybody else. And the networking component is really unrivaled. That fundamental leadership, huge on premise, 50 million virtual machines plus networking, we think gives us a highly differentiated position versus Microsoft or anyone else.

BB: How will this partnership with Google impact the competitive dynamics in the IaaS cloud market with Microsoft and Amazon?
PG: It’s going to enhance the unique differentiation we provide. This combines the best of public cloud – these incremental services that Google brings – with the best of private cloud with unique hybrid capabilities. If you now compare that foursome, now you have VMware and Google partnering to further enhance those unique differentiations that we bring. Compared to Microsoft or Amazon, or really anybody else, this really emphasizes the unique aspects we’re able to bring as a hybrid service offering to the enterprise customer.

PG:The pricing and our business strategy are tied together here. Because the first is we’re going to leverage the SDDC technologies. We’re going to use those quite effectively to have a very cost-effective infrastructure, and that’s what the SDDC is all about. And our announcements that we have today with vSphere and the improvements in performance and capacity, virtual SAN and its capabilities and networking really allow us to use industry-standard infrastructure to very effectively deliver enterprise-class services. Further, when we think about the cost dynamics for service providers, they have the lowest cost of capital and huge international networks built out, and increasingly the network is the cost driver of clouds. If you look at the bundled delivery cost to an enterprise customer, those networking costs are critical. And again, we’re leveraging the largest investments in that area on the planet. Further, we do think that as we go forward here, this is a big boy’s game, and as such, smaller players will dissipate on the edges. That’s how we see things playing out and we are ready, willing and are making the investments necessary to take our business, plus our partners’ business, forward effectively. If you listed all the partner announcements that we’ve done, that’s a very formidable force.

BB: When will the features you’re talking about be available to customers and where are you on rolling out the platform to enable the hybrid cloud? Is there still a lot of innovation going on or is this the platform that we’re going to see moving forward for the foreseeable future?

PG: We have all the components in the market, period. We have networking, we have storage, we have compute, we have management; they’re all there. What we’re doing now is tying those together with the on-demand capacities of our vCloud Air. So I’ll say all the foundational bricks are in place and now we’re building on those components. I use ESX as a reference: Essentially the hypervisor was introduced in 2002 and in 2010 we crossed 50% install; in 2012 we hit 70%. It’s those kinds of numbers that we’re going to see, but it took about a decade for those things to play out. That said, for virtual networking, this is maybe year 2005 of ESX? Storage, we’re in year 2004 of ESX.

There’s an enormous amount of innovation that still sits in front of us as we go execute on the hybrid cloud. And I think some of these other technology areas around the SDDC and the hybrid cloud will have somewhat shorter adoptions because we’re able to build on that hypervisor footprint that we have with vSphere. So, I think that we will be able to go faster, but we’re still talking about years of innovation in front of us as we build out these new capabilities. For a technology-oriented company like VMware, we are just thrilled. The stuff that we do at the infrastructure level and the innovations that we do in terms of networking and automation and telemetry, and the ability to operate with new policy-driven mechanisms against these workloads, this is stuff that gets us excited. I mean, I’ve got thousands of engineers that get out of bed every morning, if they even went to bed, specifically for these kinds of assignments.

BB: I see that OpenStack is an important part of this announcement. Why has that been an important technology for VMware to embrace and adopt?

PG: Our embrace of OpenStack in the VMware Integrated OpenStack (VIO) offering really is recognizing the bubbling cauldron of activity in the industry around OpenStack. And what we looked at is that most of that value is at the higher levels of the stack. People are asking: How can I consume, interact and program API-driven provisioning of infrastructure? As we looked at those technologies, it became a straightforward answer for us to add those OpenStack components to our best-of-breed technologies, like ESX, NSX and VSAN.

BB: What would you say to a customer who might wonder if VMware is the best company to work with OpenStack on? Would it be better to work with a company like Red Hat, given its Linux background, or one that has a deeper background in open source?

PG: I will point out to that customer that probably almost all of the Red Hat footprint is already running on VMware. Somewhere between 30 to 40 pecent of all the VMs that we run are RHEL (Red Hat Enterprise Linux) or some other Linux variant already. So even though the OS layer might be using RHEL, the virtual machine layer is almost always based on VMware and the relevant KVM from Red Hat is a really trivial market share comparison. It’s just not robust to that infrastructure level.

Further, even if you’re just diehard and everything has to be open source, you say — Boy, there just aren’t any of those components available at the management layer that fully support some of those networking functions. There is nothing like NSX available and all of those environments at the component level are still being embraced into those environments as the only significant available production worthy version. So every one of these rock-hard scalable world-class components is available in those open source/Openstack environments, and it’s really bringing the best of those two worlds together. We don’t view this as an “either/or” world, we view it as an “and” world, because it really is combining the best of those technologies to accomplish the most resilient scalable mature infrastructure for enterprises to operate, but also to innovate.

JG: Pat, I wanted to follow up on an original question from Brandon. I think the software-defined data center strategy has had some really important announcements that have moved that strategy along. But how are you measuring customer adoption of this? What are the benchmarks you have and can you tell us a little bit about what you’re seeing from customers on the uptake of the overall vision?

PG: Some of the public data that we talk about is on the earnings call, but I’ll expand from that just a little bit. Some of the things that we look at would be management adoption inside of the large footprint of vSphere customers, and what we’ve said on our earnings call so far is that we have 14% adoption. We’re also carefully monitoring how many of our customers are taking three or four of the legs of the software-defined data center. So 14% now take management and we’re now saying — how many of our customers take vSphere management and networking? vSphere management networking and storage? And that’s one of the metrics that we’re monitoring very closely.

So how many of those customers have we taken into full production using all legs of the software-defined data center. And obviously something like that starts as a trickle, turns into a stream, and finally it’s a full-blown river of adoption. We’re seeing all of the right trends with regard to NSX adoption, the storage adoption and the adoption of those in conjunction with each other. And that to us is when we have the full-meal deal.

Note: In the earnings call last week, VMware reported it has 400 paying NSX customers, up 60% quarter-over-quarter. NSX bookings doubled in the second half of 2014 compared to the first half and the product has over a $200 million annual booking run rate. VMware reported it had 1,000 paying customers using the VSAN storage platform.

BB: You’ve talked about NSX as a real differentiator for VMware. Do you get the sense that customers are ready to adopt that technology? And also, what would you say is the focus for NSX now? At VMworld it seemed like you were talking about NSX a lot more from a security standpoint compared to the software-defined networking standpoint that it had been defined as before. How do you define NSX with customers now and do you think they’re ready to adopt this cutting-edge technology?

PG: If there’s any doubt on that question, look at our earnings call and the adoption numbers we’re seeing, the momentum we’re seeing with customer pick-up, the revenue acceleration we’re seeing. So unquestionably, we’re crossing that point on the curve in adoption. The two primary use cases are application agility and micro-segmentation or security. Nominally they’re 50-50’ish for customers to date. And one is the fast road and one is the complete road. The fast road is micro-segmentation: You walk into the customer and you say – do you have any assets that are less protected than you’d like them to be? And if the CIO doesn’t say yes to that question, you know he’s not going to be there a long time anyway, right?

Everybody has their most critical assets that are the best protected, and with NSX you start to lay out how you can quickly bring micro-segmentation as an additional layer of protection into those environments. You don’t change the network architecture, you don’t even necessarily need to invite the network admin to the meeting. It’s a software overlay technology, you have the CISO and the vAdmin all on board very quickly. And after they’ve begun isolating some of their highest valued assets and getting some operational experience with it, then you would like the network admin because now we’re ready to have a conversation about how we fully deploy the value of network virtualization.

The other question is really one about transforming the network operations so that applications can be deployed with all of their incumbent firewall provisioning, routing, and rules in a fully automated way. That takes application deployment times from weeks to hours or minutes. Those are the transformational use cases that we’ve seen at places like eBay. And those are the two drivers. Both of those are going extremely well with customers. The reason we’ve ended up talking a lot more about micro-segmentation and security is it’s just so easy for customers to adopt it and deploy it in a very targeted and highly beneficial way.

JG: I wanted to follow up on NSX: In order to make this hybrid VMware vCloud Air service work, does that mean you’re working in conjunction with carrier partners and that they’re deploying NSX as well?

PG: There are multiple pieces to that. Does the customer have to deploy NSX on premise? Does the carrier have to deploy NSX? And is the cloud service deploying NSX? What we announced is that vCloud Air has now implemented NSX and is making those services available to customers. That was the key piece of the announcement.

From a service provider, from the network provider perspective, they don’t need to do anything, because it really is about getting my pipe connected up to vCloud Air across whatever network service I have. However, we’re increasingly finding those service providers enhancing their service offerings via NSX. They’re offering those as differentiated VPN services or MPLS connectivity for their enterprise customers. So they don’t have to, but increasingly they’re seeing that they can differentiate their service offerings to enterprise customers by adopting and deploying NSX as part of their network offering.

On the customer side, they don’t need to do anything other than access those services through standard protocols like OSPF and BGP and others. Now, if they have deployed NSX internally, there’s more elegant things that they can do with it, but it begins by a simple onramp, the standard protocols that they’re already deploying and using today.

JG: So a customer doesn’t have to commit to NSX, they can just take advantage of its benefits?

PG: Correct. Just access those services through standard network protocols and services that they’ve most likely already deployed and are highly mature on. Over time, we’ll do more if they have put NSX in place, but that’s round two of the discussion. Round one is — can I now start to view the vCloud Air service as a segment, a compatible extension of my data center, that’s entirely network compatible without modifying any of my security, firewall, rules, anything else? And that’s now this absolutely unique capability that we’re offering in the marketplace.

BB: I want to ask about EMC’s federation strategy. There’s been a lot of talk in the market about whether EMC might break up its federation of EMC storage, VMware, RSA, Pivotal and now VCE. Activist investors Elliott Management Group have been pushing for that. Where do you stand on that? Would you like VMware to spin out from EMC? And as a follow-up to that, there’s been some discussion about EMC Chairman Joe Tucci’s potential retirement. Would you ever want to replace Joe Tucci as chairman of the EMC federation?

PG: We’re very pleased that the truce was announced with Elliott and EMC, the agreement is in place and we’re happy with that. And the reason we’re happy is, as I’ve gone on record and said a number of times, we think that the federation model is the best model in this period of high tumult change, etc. in this phase of the industry.

We think being bigger and more strategic as a federation is an asset for the companies, for EMC as well as VMware as well as Pivotal, and we believe at this phase of our journey that it’s absolutely the best way to go and we expect that to continue for years to come. We do, in many, many circumstances, find that customers simply say — I want you guys to work together, partner together, deliver me more value together into my environment, and I want to view the federation as one company. And we are getting that strong response from customers and some of our biggest Q4 wins were a direct result of the federation partnership.

So we’re very comfortable and happy that this came together as it did and pleased that at least that’s been taken off the table for at least 2015. With regard to me personally, those decisions are made by the board, of course, and I’m thrilled and excited by what I’m doing at VMware and hope to do it for many years to come.

JG: Are there any other aspects of the announcement, or anything else that you would like to touch on or want readers to know about?

PG: We talked about the vSphere 6, which is a huge announcement. We didn’t spend a lot of time talking about virtual SAN and virtual volumes, the storage technologies, but we view those as very, very substantive technology improvements. I think you guys got it with respect to VIO, and we covered that pretty effectively. And then I’ll say there is this profound differentiation of the hybrid network, and taken together, SDDC is the foundation for one cloud, any app, any device. The components are in place, customer uptake is strong and we’ve got years of innovation in front of us that’s turning me and my engineers’ cranks every day.

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Google — Microsoft sues over Android because Windows Phone 7 has failed

The war of words between Google and Microsoft has heated up even further, with Google’s patent counsel essentially charging that the only reason Microsoft has been going after Android phone makers for patent infringement is because Microsoft’s mobile phone strategy has failed. He also warns that the patent system is broken and may dramatically slow down innovation.


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Tim Porter, Google’s patent counsel, was interviewed by SFGate. He pulls no punches about Microsoft’s motivations for suing Android manufacturers, or threatening them with suits as a way to get them to pay royalties. He says:

This is a tactic that Microsoft has used in the past, with Linux, for example. When their products stop succeeding in the marketplace, when they get marginalized, as is happening now with Android, they use the large patent portfolio they’ve built up to get revenue from the success of other companies’ products.

Porter takes aim not only at Microsoft, but at the entire patent system, and comes close to arguing that software simply shouldn’t be patentable. First he says:

You can look at the development of the software industry and see a point when (software wasn’t being patented) and it was a period of intense innovation. You didn’t see Microsoft’s first software patent until 1988. By that time it had come out with Word, not to mention DOS.

So there’s just no question you can look back and see that innovation happens without patents. It’s also true that since there weren’t patents, there wasn’t software patent litigation.

Then when asked point-blank whether software should be patentable, he hems and haws, not quite calling for an end to software patents:

I think the question is whether the current system makes sense. During the period I talked about, software was protected by copyright and other legal protections. There are certainly arguments those are more appropriate.

Microsoft, of course, takes a very different approach, and says that the infringing Android patents cost the company money, and all it’s doing is getting paid fairly for its work.

And Microsoft gets paid very well, indeed, by Android manufacturers who have signed royalty agreements with it. Goldman Sachs estimates that Microsoft will get $444 million from Android royalties for fiscal year 2012. Microsoft Executive Vice President and General Counsel Brad Smith and Corporate Vice President and Deputy General Counsel Horacio Gutierrez write in a recent blog that the Android agreements:

…ensure respect and reasonable compensation for Microsoft’s inventions and patent portfolio. Equally important, they enable licensees to make use of our patented innovations on a long-term and stable basis.

Who’s right here, Google or Microsoft? In this instance, I can’t say that I know. But I do know that in general Google is right that the patent system is broken when it comes to software, and needs to be significantly reformed. Google’s Porter points out that

The period of intense patent assertions (against things like the steam engine) resulted in decades-long periods of stagnation. Innovation only took off when the patents expired.

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VMware backpedals on price changes after customer criticism

VMware doubles virtual RAM allocated to vSphere enterprise licenses

“This is a fairer model (compared to before),” one customer writes. “Yes it’s not as great as it was with vSphere 4, yes we cannot milk vSphere to achieve crazy consolidation ratios like before … but it’s a heck of a lot better than what was initially proposed for vSphere 5.0 and realistically keeps the majority of their customers unaffected.”


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The same customer gives kudos to VMware for quadrupling the entitlement on the free hypervisor, writing “If my product was the best in the world by a clear mile, I wouldn’t give it away free in the first place.”

Forrester analyst James Staten says larger vRAM entitlements will make it easier for customers to upgrade because they’ll have “greater investment protection for new systems that are expected to accommodate much more physical memory. There was some heartache from enterprises that in the future they planned to max out the memory of the servers they bought and they would have to buy multiple licenses per system because of these limitations. I don’t think that would have been the case for most customers but facts and fears are often disconnected.”

In an email to Network World, Staten also says the new model is similar to the way VMware prices its offerings for service providers, and encourages customers to increase the maturity of their own virtualizaton projects.

“To get the most from these licenses we encourage enterprise customers to pack their vSphere hosts as tightly as they can – putting more workloads on each host and using live migration to move off lower priority workloads when high priority workloads get busy and need more CPU and memory from the host machine,” Staten writes. “We also highly encourage enterprises to improve on life-cycle management of VMs, clear out VMs that no longer should be running and moving low resource requirement apps to smaller VMs. Organizations should try to get to 60% or higher sustained average CPU and memory utilization on their existing host servers before adding new licenses.”

Staten’s colleague at Forrester, Duncan Jones, called the pricing model sensible but is concerned that it “creates a revenue stream from data inflation and Moore’s Law. Whatever license capacity a customer buys now, it’s going to have to buy more each year as it adds vRAM to cope with expanding workloads. We see the same problem with companies that charge ‘per core’ instead of ‘per processor.'”

To make it more fair, VMware could use an index that automatically raises entitlements each year to keep pace with data inflation, but so far VMware is not doing that, he says.

Enterprise Strategy Group analyst Mark Bowker says even without this week’s changes, the vRAM entitlement system could help some customers run more virtual machines per server by lifting constraints on individual physical resources.

But the criticism from customers who would be hurt by the pricing changes gives an opening to Microsoft to trumpet the benefits of System Center management tools and the Hyper-V technology bundled with Windows Server, Bowker says. For customers just getting started in virtualization and focusing on the low hanging fruit of consolidation and cost containment, Hyper-V is on par with VMware, he says. VMware may be necessary for the most advanced virtualization customers, but that is a minority.

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VMware backpedals on price changes after customer criticism

VMware doubles virtual RAM allocated to vSphere enterprise licenses

After criticism over new restrictions on the amount of virtual memory customers can deploy before having to buy new licenses, VMware has boosted the limits on virtual RAM so high that most customers should not be negatively affected.


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VMware’s new licensing model introduced on July 12 was an attempt to shift from pricing based on physical resources to pricing based on virtual resources, perhaps a sensible move given that VMware is a virtualization company. As VMware says, its goal is to “align costs with the benefits of virtualization rather than with the physical attributes of each individual server.”

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But some customers complained to VMware that the model would restrict their virtualization efforts by requiring the purchase of more licenses to achieve the same level of consolidation they were accustomed to, or at the very least restrict their future growth.

In response, VMware this week doubled the amount of virtual RAM – or vRAM as VMware calls it – allowed with each vSphere Enterprise license, raised the vRAM entitlement by 33% for customers on lower-price licenses, and quadrupled the vRAM entitlement for the free version of its hypervisor.

Analysts who said the July 12 changes were unlikely to affect many customers in the first place said this week’s move is a positive step.

As VMware said on July 12, “VMware vSphere 5 will continue to be licensed per processor (CPU), however, VMware is eliminating the current, restrictive physical entitlements of CPU cores and physical RAM per server and replacing them with a single, virtualization-based entitlement of pooled virtual memory, or vRAM.”

But in an update on Wednesday, VMware acknowledged this didn’t sit well with some customers.

VMware’s description of customer feedback was that “The vSphere 5 licensing model affects only a small percentage of customers today, but customers are concerned about their future-looking business cases based on new powerful hardware capabilities, introduces additional hesitation for virtualizing business critical apps, [and] penalizes short lived usage “spikes” in dev & test, and transient VMs.”

Therefore, VMware on Wednesday raised vRAM entitlements on each license so that “hardly any customer will be impacted by higher licensing costs upon upgrading to vSphere 5”; capped the amount of vRAM counted toward each virtual machine at 96GB so that “no application, [no] matter how big, will require more than one vSphere Enterprise+ license to be virtualized”; and decided to calculate consumption of vRAM on a 12-month average so that customers won’t be required to pay indefinitely for short-lived increases in usage.

Instead of 48GB of vRAM allotted to vSphere Enterprise+ licenses, that number will go up to 96GB. VSphere Enterprise licenses get 64GB instead of the previous 32GB, while Standard and Essentials licenses now get 32GB instead of 24GB. Additionally, the free vSphere hypervisor will be allotted 32GB of vRAM rather than 8GB.

Customers are still debating the merits of the new model.

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