Microsoft® Windows® Rights Management Services Licensing August 2004
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Microsoft Windows Rights Management Services (RMS) is a premium service for Microsoft® Windows® Server™ 2003 that offers Information Protection Technology to help businesses prevent information leakage by applying persistent access rights to their digital assets. RMS is available for Microsoft Windows Server 2003 Standard, Web, Enterprise, and Datacenter editions. This Volume Licensing brief describes the licensing requirements for RMS.
Microsoft Rights Management Services for Microsoft Windows Server 2003
The following two software components are required to deploy RMS:
Server software: RMS is a server component that can be installed from the Volume Licensing media kit or downloaded from Microsoft Windows Update or Microsoft Download. It is available to all licensees of Microsoft Windows Server 2003 at no additional charge
Client software: RMS includes a client desktop component called Rights Management Client. This component is required for each user who will create or view rights-protected content. It can be downloaded and installed from Microsoft Windows Update or Microsoft Download. The supported operating systems for RMS are Microsoft® Windows® XP, Microsoft Windows Server 2003, Microsoft® Windows® 2000 (Service Pack 3), Microsoft® Windows® 98 Second Edition, and Microsoft® Windows® Millennium Edition. The client software will not ship on the physical media contained in the Volume Licensing kit.
RMS-enabled application: At the desktop level, an RMS-enabled application is required for creating or viewing rights-protected content.
RMS Client Access Licenses (CALs) and RMS External Connector (EC) Licenses
Every user who creates or views rights-protected content through Rights Management Services on Microsoft Windows Server 2003 needs an RMS User CAL and a Microsoft Windows Server 2003 User CAL. As an alternative to user CALs, customers may acquire RMS and Microsoft Windows Server 2003 device CALs for the devices used to create or view rights-protected content.
In addition, customers have the option to acquire an RMS External Connector (EC) License The RMS EC gives a customer the use rights to permit an unlimited number of external users to access or use a single licensed copy of the RMS Server software, without the need to acquire CALs for each external user. The EC is an alternative to CALs when, for example, an organization creates rights-protected information or documents and needs to be able to enable customers or business partners to view this information. Since the external users must also be licensed to access Microsoft Windows Server 2003, the Microsoft Windows Server EC may be used as an alternative to Microsoft Windows Server 2003 CALs.
Integration with Other Microsoft Software
In order to apply RMS, Active Directory has to be enabled on the server and Microsoft® SQL Server™ 2000 is required. At the desktop level, an RMS-enabled application is required for creating or viewing rights-protected content. Microsoft Office 2003 is the first RMS-enabled application available from Microsoft. Microsoft Office 2003 Professional is required for creating or viewing rights-protected Microsoft Office documents, spreadsheets, presentations, and e-mail messages; The Microsoft Office 2003 Standard Edition allows users to view rights-protected Microsoft Office content, but not to create them.
Q. Under what circumstances do I need an RMS CAL license?
A. An RMS CAL is required for each user (or device) that interacts with (e.g. creates or views) rights-protected information within an organization’s rights-management environment.
Q. Do I need an RMS CAL if I’m only viewing rights-protected information?
A. Yes, an RMS CAL is required anytime a user creates or views a rights-protected document, e-mail message, or html content. RMS validates that the user has permission to view the rights-protected information. This requires a connection to the RMS server where the user’s credentials are verified and then a “usage license” is issued. This transaction is then logged in the SQL database, if auditing is turned on.
Q. If I am licensed for Microsoft Office 2003, do I need an RMS CAL?
A. Yes, an RMS CAL is required. You need an RMS CAL for each user (or device) who creates or views content within the organization’s RMS rights-management environment. RMS is a Microsoft Windows Server 2003 premium service that can be used with any RMS-enabled application (not just Microsoft Office 2003). It can be used, for example, with an RMS-enabled web browser to apply rights to information shared through an intranet. Microsoft Office 2003 has been architected to be “RMS-enabled”, meaning that documents created in Microsoft Office 2003 Professional Edition can be created and viewed using RMS. If a rights-protected document in Microsoft Office (or, in the future, other Microsoft or third party applications) is created and sent to a user, both the creator and the recipient need to have an RMS CAL in order to access RMS Server software.
Q. If I have paid for the RMS CAL to enable the associated Microsoft Office 2003 features and then licensed another RMS-enabled application that uses RMS, do I have to pay for another RMS CAL?
A. No – One RMS CAL per user or device will suffice for. The RMS CAL supports an unlimited number of RMS-enabled applications.
Q. If I am licensed for the Microsoft Windows Server 2003 CAL, do I need an RMS CAL?
A. Yes, an RMS CAL is required. RMS is a premium service for Microsoft Windows Server 2003 and similar to Terminal Services, is not covered by the Microsoft Windows Server 2003 CAL.
Q. If I want to send a rights-protected document to someone outside of my organization, what are the licensing requirements?
A. In addition to a Microsoft Windows Server 2003 CAL, an RMS CAL is required for users to create or view rights-protected information within their organization (i.e. inside the firewall). The Microsoft Windows Server 2003 and RMS External Connector licenses are used to extend access to an RMS server to external users so that they (business partners, customers, etc.) can retrieve a use license from the originating RMS server to view the protected content.
Q. If both my company and my business partner have RMS CALs (for our respective rights-management environments), do one or all of us need to get an External Connector in order to exchange rights-protected documents from one organization to the other?
A. Yes, an EC is required for each company. Your company must have an EC for your partner to access rights-protected documents created from within your company. Your partner must have an EC for your company to access rights-protected documents created by your partner.
Q. To have business partners or customers access my RMS server via an RMS EC, do I have to have a Microsoft Windows Server EC?
A. Yes, since the partners are accessing the Microsoft Windows Server for RMS, you must acquire a Microsoft Windows Server EC to accompany the RMS EC license.
Q. Are there any exceptions to the RMS CAL licensing rules?
A. For Microsoft Office 2003 users, Microsoft Office is hosting a free trial Information Rights Management (IRM) service for customers who do not have Microsoft Windows Server 2003. This service enables users to share documents and messages with restricted permission using Microsoft .NET Passport as the authentication mechanism, as opposed to Active Directory. If information is rights-protected using the Passport service in this way [or any non-Microsoft software], CALs are not required.
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