Intelli Fest 2012 International Conference on Reasoning Technologies

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Intelli. Fest 2012 International Conference on Reasoning Technologies INTELLIGENCE IN THE CLOUD Using Niyum

Intelli. Fest 2012 International Conference on Reasoning Technologies INTELLIGENCE IN THE CLOUD Using Niyum to Select Software Licensing Agreements Paul Snow Source. Pulse Paul van den Berg Coander

About the Speaker Paul Snow Rules Management Chief Architect, Source. Pulse pauls@sourcepulse. com In

About the Speaker Paul Snow Rules Management Chief Architect, Source. Pulse [email protected] com In 2001, Paul implemented his first Decision Table based Rules Engines using English like Domain Specific Language for the Texas TIERS project. He went on to implement a similar Rules Engine for AMS (now CGI) in Ohio. His third implementation became the basis for DTRules, an Open Source project. DTRules is used by Maximus Inc. in production systems in New York, Pennsylvania, and Colorado. DTRules forms the foundation for Niyum, an Enterprise Rules Engine licensed and supported by Source. Pulse.

Paul van den Berg IT Sourcing Strategist, Technology architect Coander paul@conander. com Paul started

Paul van den Berg IT Sourcing Strategist, Technology architect Coander [email protected] com Paul started his professional career as driller at Neddrill an oil and gas exploration contracting company in the Netherlands. There he moved into IT, and has developed into a senior consultant with 25 years of interfacing with Executive Management Teams. He has worked with energy, finance, consumer products, manufacturing, and other industries. Since 2007, Paul has been focusing on IT procurement and IT vendor management issues which appeared to be common on the projects across industries. His work on licensing on average saves clients more than 40%

Case Study: Dutch Court System 11500 users, nationwide distributed over 25+ locations

Case Study: Dutch Court System 11500 users, nationwide distributed over 25+ locations

Case Study: Dutch Court System Project was the First in the Netherlands: Large scale

Case Study: Dutch Court System Project was the First in the Netherlands: Large scale Windows 7 Deployment Large Scale Deployment of Solid State Technology 47% Reduction in Energy Consumption

Case Study: Dutch Court System 14 Million Dollars Saved using Rules Based Analysis Savings

Case Study: Dutch Court System 14 Million Dollars Saved using Rules Based Analysis Savings of 60% on Microsoft Licences Fees The Rules Based Analysis Implementation was completed on Time, and on Budget Program “Health” continuously checked by KPMG

Case Study: Dutch Court System First Step: Large Account Resellers/Microsoft proposed 22. 4 Million

Case Study: Dutch Court System First Step: Large Account Resellers/Microsoft proposed 22. 4 Million to get Started $1, 947 per user! Plus Development and Support Funding at this Level was Not Possible!

There was no Clear Understanding by Anyone on how to Assemble the Software Products

There was no Clear Understanding by Anyone on how to Assemble the Software Products Satisfy the Business Requirements

Assets and Roadmaps EA and Asset Management Deployment Planning and Timing Matching the EA

Assets and Roadmaps EA and Asset Management Deployment Planning and Timing Matching the EA with your Roadmap Track your EA over all your Assets Additional Products? Select Agreement? Steps to Solving the Problem…

Assets and Roadmaps Track your EA over all your Assets You cannot negotiate without

Assets and Roadmaps Track your EA over all your Assets You cannot negotiate without goals and data • Asset management inventory • Complete purchasing records with history • Matched to the hardware it is running on Products? Additional EA and Asset • Know the invisible: Client Access Licenses (CALs), Select Agreement? Managemententitlements You must know what you use • With an EA, you could be buying Office for every device • Whether the user ever writes a memo, populates a Deployment Planning spreadsheet, builds a Power. Point deck, or not and Timing Client’s Canlendar You must be able to quantify running servers • Only running servers require licenses • EA What is the maximum # of Windows Server instances that Matching the you will run simultaneously? with your Roadmap • Inventory tools may discover backups, multiple images, unused server applications that don't need licenses

Assets and Roadmaps EA and Asset Management Deployment Planning and Timing Matching the EA

Assets and Roadmaps EA and Asset Management Deployment Planning and Timing Matching the EA with your Roadmap Track your EA over Desktop software is theallmost yourdifficult Assets to track • The EA is all about desktops: Windows, Office, the rights of clients to access servers Any device or user can use any version of any product covered by the EA • No requisition required for every PC Additional Products? • New, replacement desktops are covered Select Agreement? immediately • No need to individually track the software. Just track the device or the user The Risk • If you can't track who is using what on which device and how it got there, you cannot NOT renew your EA • No negotiating leverage

Assets and Roadmaps Trackyou yourdeploy EA over You don't need licenses until • On

Assets and Roadmaps Trackyou yourdeploy EA over You don't need licenses until • On the release date? all your Assets • After SP 1 and 6 months evaluation and testing? • Don't deploy and wait for the following version? Ask yourself: • EA and Asset Management • Deployment Planning and Timing Matching the EA with your Roadmap • • When did we stop using Windows XP? Additional Products? • Released in Oct. 2001. How. Agreement? long did you use Select it? When did we stop using Office 2003? • Released in Nov. 2003. How long did you use it? When did we start retrofitting Windows 7? • How long after the Aug. 2009 release date? When did we start retrofitting Office 2010? • Released in May 2010

Assets and Roadmaps EA and Asset Management Deployment Planning and Timing Matching the EA

Assets and Roadmaps EA and Asset Management Deployment Planning and Timing Matching the EA with your Roadmap Your qualified desktop/user count is based on Track your EA over the count on the anniversary date. Are some all your Assets anniversary dates better than others? • • Tax dates Seasonal employment Summer students and interns Additional Products? Fiscal year Select Agreement? • Push true-up costs into the next fiscal year with agreements that coincide with the fiscal year Client’s Canlendar

Assets and Roadmaps Track your EA over all your Assets For new agreements •

Assets and Roadmaps Track your EA over all your Assets For new agreements • How important is it for everyone to have standard desktop licensing? • The bank: 90% of our employees will use Windows and at least Additional Products? EA andpart Assetof Office Select Agreement? Management • The engineering firm: a small number of clerical, marketing, planning staff need Office; a large number of engineers don't • Are we ready to do a companywide, retrofit deployment of the latest Deployment Planning software now? and For. Timing renewals Client’s Canlendar • How does Microsoft's product release roadmap compare with our product deployment roadmap? Matching the don't EA get your money back if you don't deploy the upgrade • You with your within Roadmap 3 years • But not committing now can mean higher costs later

Additional product discounts are not always best Assets and Roadmaps • Not a problem

Additional product discounts are not always best Assets and Roadmaps • Not a problem with a Platform EA and >15, 000 seats • You'll always get Select D Organizations EA and Asset with <15, 000 seats may do better with Select Management • 2, 000 PCs earns only a Select A discount on Additional Products Deployment Planning • Through Select, buying 20 and Timing Windows servers, 20 Exchange servers and 2, 000 CALs Matching the with EA SA may earn B or discount with your. CRoadmap Track your EA over all your Assets Additional Products? Select Agreement?

Approach Taken Microsoft uses > 50, 000 License Options! We had to build decision

Approach Taken Microsoft uses > 50, 000 License Options! We had to build decision trees to unravel the license rules We hired an IT advisory specialist from KMPG to validate our approach We had to negotiate with Microsoft for three months ! It helped that 4500 of our users were judges !

What we want to do: • Collect Information about an Organization through a series

What we want to do: • Collect Information about an Organization through a series of Questions over the Web • Apply our rules, and pick the licensing options that fit • Look up the prices on those options • Display a report

The Idea is to have a separate Question Server from the Rules Server Question

The Idea is to have a separate Question Server from the Rules Server Question Sever The Rules should be Available from the Cloud via a Browser or an Application

Question Server Question XML http Browser Niyum Rules Server Web Service Rule Set XMLs

Question Server Question XML http Browser Niyum Rules Server Web Service Rule Set XMLs Web Service Applications

Niyum Workstation: Leverages Eclipse, Excel, and Java • Use of Excel to Edit Decision

Niyum Workstation: Leverages Eclipse, Excel, and Java • Use of Excel to Edit Decision Tables • Use of Excel to Define the Structured Data that the Decision Tables process • Java/Eclipse to Compile the Tables into XML • Provides for Validation, Testing, and Analysis of Rule Sets

Rule Sets, Question Sets, and other artifacts are deployed to Niyum Server using a

Rule Sets, Question Sets, and other artifacts are deployed to Niyum Server using a Browser Niyum Rules Server Question XML Web Services Niyum Management Server http Niyum Workstation Rule Set XMLs

How Does Information Flow through the Microsoft License Application?

How Does Information Flow through the Microsoft License Application?

Question Server 1 Questions Browser Niyum Rules Server

Question Server 1 Questions Browser Niyum Rules Server

Question Server Answers 2 Browser Niyum Rules Server

Question Server Answers 2 Browser Niyum Rules Server

3 Question Server Niyum Rules Server Answers Browser

3 Question Server Niyum Rules Server Answers Browser

Question Server Niyum Rules Server 4 Browser Process Rules

Question Server Niyum Rules Server 4 Browser Process Rules

Question Server Niyum Rules Server Process Rules 5 Browser Look up Prices

Question Server Niyum Rules Server Process Rules 5 Browser Look up Prices

6 Question Server Niyum Rules Server Results Browser

6 Question Server Niyum Rules Server Results Browser

Question Server 7 Report Browser Niyum Rules Server

Question Server 7 Report Browser Niyum Rules Server

Niyum: A Good Fit for this Application • Decision Tables represent complex tests well

Niyum: A Good Fit for this Application • Decision Tables represent complex tests well • English like syntax makes the rules easy to understand • Small foot print, and easy integration • XML deployment of Questions and Rules • Great support for testing/debugging Rule Sets • Rules Authoring (Workstation and Cloud based) • Flexible licensing

A Decision Table suggest. SA == true N org. Profile == "Agressive" Y Y

A Decision Table suggest. SA == true N org. Profile == "Agressive" Y Y Y org. Profile == "Stable" Conditions org. Profile == "Current" org. Profile == "Growing" user. Count > 250 Y Condition Y Y Table. Y Y Y Otherwise set suggest. Select. Plus = true; set suggest. EA = true; set suggest. Other. Programs = true; Actions * X X X X Action X Table X X

A Decision Table suggest. SA == true N org. Profile == "Agressive" Y Y

A Decision Table suggest. SA == true N org. Profile == "Agressive" Y Y Y org. Profile == "Stable" Y org. Profile == "Current" N Y org. Profile == "Growing" user. Count > 250 Y Y Y Y Otherwise set suggest. Select. Plus = true; set suggest. EA = true; set suggest. Other. Programs = true; * X X X X X

[Invoice] Result Organization [Invoice] Result The Context Section Queues the Objects to Test and

[Invoice] Result Organization [Invoice] Result The Context Section Queues the Objects to Test and manage Organization Context Organization For all Organizations For all results where the Recommended Program == EA

Decision Tables Specify the Evaluation of other Tables in their Actions.

Decision Tables Specify the Evaluation of other Tables in their Actions.

Niyum Provides a Mechanism for Harvesting Submitted Data • Upon an error the Data

Niyum Provides a Mechanism for Harvesting Submitted Data • Upon an error the Data can captured to debug Rule Sets • A percentage of captured Data can be used for impact analysis • Captured Data can be used for performance testing

Niyum Provides a Mechanism for Harvesting Submitted Data Question Server Answers Niyum Rules Server

Niyum Provides a Mechanism for Harvesting Submitted Data Question Server Answers Niyum Rules Server Data Set Browser Niyum Workstation

Niyum Test Generation: • Niyum Rules operate against typed, structured data • Test Generation

Niyum Test Generation: • Niyum Rules operate against typed, structured data • Test Generation uses English like constraints on data elements • Test Generation solves those constraints and produces Test Cases that fits those constraints

Niyum Testing: • Execution of entire Test Suites are Supported • Execution of groups

Niyum Testing: • Execution of entire Test Suites are Supported • Execution of groups of Tests within Niyum Workstation provides Coverage Reports • Test Suites can contain: – Captured Tests, Generated Tests, and Hand created Tests

Getting the Job Done • Automatic Test Generation allowed us to test the License

Getting the Job Done • Automatic Test Generation allowed us to test the License Rule Set with a wide range of inputs outside of the application • Test Capture allowed us to debug odd results and errors outside of the application • Test Suites and coverage reports allowed us to identify corner cases that had not been tested

Results • A Business Case which got Funded! • • • Green IT -

Results • A Business Case which got Funded! • • • Green IT - lower CO 2 with a 47% Energy Saving Standard, Stable, and Flexible IT infrastructure Support for Remote Access New! Multimedia, Video Conferencing Foundation for: • Compliance with Dutch Government Standards • Digital Accessibility (a more Effective Judiciary) • Digital court

Results The Rules Set for the Niyum Rules Engine presented today allowing us to

Results The Rules Set for the Niyum Rules Engine presented today allowing us to quickly assess the License needs of an organization and achieve a 30% to 60% reduction on their Microsoft Licensing costs

Demo You can watch a video of the use of the Microsoft License Advisor

Demo You can watch a video of the use of the Microsoft License Advisor at the following link: http: //www. youtube. com/watch? v=Vb 7 INu. Rwbq. Q

The Next Stage: Monitoring Licenses in Real Time

The Next Stage: Monitoring Licenses in Real Time

Fine Print Coander Consulting or Source. Pulse do not speak for Microsoft, nor do

Fine Print Coander Consulting or Source. Pulse do not speak for Microsoft, nor do we guarantee that our interpretations of Microsoft's licensing rules, policies, and related data are those of Microsoft. We are not responsible for harm resulting from any actions you take. You should get the applicable rules, interpretations, and prices from Microsoft before beginning any project or purchase.

Questions?

Questions?

Demo Result Screenshot

Demo Result Screenshot