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IBM Licensing — CIO Advisory Guide

IBM Cloud Services & BYOL: A CIO Advisory Guide

Cloud adoption is central to enterprise strategy, and CIOs must ensure IBM software licensing keeps pace. This guide covers how to deploy IBM software across major public clouds, explains IBM's Bring Your Own Licence models, and provides best practices for hybrid and multi-cloud scenarios — helping IT leaders maximise IBM investments while maintaining compliance.

📅 July 2025📋 CIO Advisory Guide✍️ Fredrik Filipsson

Deploying IBM Software on Major Public Clouds

IBM's Bring Your Own Software Licence (BYOSL) policy allows customers to use existing IBM licences on approved public cloud infrastructure — termed "Eligible Public Clouds." Each cloud provider has specific mechanisms to support IBM software:

☁️ Amazon Web Services (AWS)

AWS has a close alliance with IBM, making dozens of IBM products available through AWS Marketplace. Customers can use BYOL or pay-as-you-go licences. The 2024 partnership expansion streamlined procurement globally, letting customers apply AWS enterprise spend commitments toward IBM usage. Deploy IBM WebSphere, Db2, and more on EC2 instances — but compliance tracking remains the customer's responsibility.

☁️ Microsoft Azure

IBM software is available on Azure Marketplace including IBM MQ, Db2, and Cloud Pak offerings. Listings support BYOL using Passport Advantage entitlements. IBM is a multi-year Microsoft Partner of the Year award winner. Azure's hybrid benefit doesn't directly apply to IBM, but IBM's own BYOL policy covers Azure usage. IBM licences remain separate assets — not included in standard Azure fees unless purchased as a marketplace transaction.

☁️ Google Cloud Platform

GCP is an approved environment for IBM BYOL. Some solutions (QRadar, database offerings) are on Google Cloud Marketplace. GCP typically requires BYOL for IBM software — fewer pay-as-you-go options compared to AWS/Azure. If running Db2 or WebSphere on GCP, customers must use existing IBM licences. Treat GCP VMs like on-prem servers regarding licence tracking.

☁️ IBM Cloud

IBM's own cloud fully supports IBM software with the smoothest alignment. Many products are offered directly as cloud services with licensing included in the service fee. For self-provisioned VMs on IBM Cloud, you must apply your own licence (BYOL). IBM Cloud is sometimes chosen for IBM workloads due to deep integration and migration incentives, but most CIOs treat it as one of multiple cloud options.

Using an IBM product in a cloud VM is effectively the same as using it on a virtualised on-prem server. Procuring via a cloud marketplace does not eliminate the need for a valid licence or subscription. BYOL gives flexibility to reuse investments, but the organisation must manage those licences actively.

VM-Based vs Container-Based Licensing

🖥️ Traditional VM-Based Licensing
Uses metrics like Processor Value Units (PVUs) or core-based licensing
Cloud vCPUs act as CPU cores for licensing — typically 70 PVUs per vCPU on x86 clouds
Each cloud VM is its own licensing scope — licence the virtual cores assigned, not the whole physical host
Sub-capacity licensing available if using IBM's ILMT monitoring tool
Straightforward: mirrors on-prem virtualised licensing with the same metrics and rules
Must be deployed within 90 days with ILMT agent for sub-capacity eligibility
📦 Container-Based Licensing
Uses the Virtual Processor Core (VPC) metric — 1 vCPU = 1 VPC
Measures CPU capacity allocated to containers, not tied to a single VM
Requires IBM License Service (specialised container licence meter) deployed in the cluster
Charges for maximum concurrent CPU usage by IBM software, not the average
Cloud Paks exclusively use VPC — processor type is irrelevant, straight core count
More granular consumption — licence just what containerised apps use for greater efficiency

Container licensing requires setup: Deploy IBM's License Service in your cluster, and ensure you have a container licensing addendum with IBM if your Passport Advantage agreement is older. Container orchestrators spread workloads across nodes — manual counting is impossible. The automated IBM License Service is the only realistic way to prove sub-capacity compliance.

IBM's Cloud-Friendly Programmes

📦 IBM Cloud Paks

Containerised bundles of IBM software certified to run on Red Hat OpenShift. Each Cloud Pak focuses on a domain — Data, Integration, Business Automation, etc. — combining multiple IBM products needed for that area.

Containerised delivery: Run on any cloud or on-prem environment supporting OpenShift/Kubernetes — inherently hybrid and multi-cloud portable
Simplified VPC metric: All Cloud Paks licensed by Virtual Processor Core — no PVU hardware tables needed, easier to count in virtualised setups
Included OpenShift: Cloud Pak licences include rights to use Red Hat OpenShift at no extra charge (typically 1:3 ratio — 1 VPC of Cloud Pak = 3 VPCs of OpenShift worker capacity)
Flexible distribution: Distribute VPCs among components as needed and scale usage up/down — one metric covers the entire bundle rather than separate licence types per product
Cost-effective: Can be cheaper than licensing each product's PVUs individually — consolidating disparate licences into one Cloud Pak bundle often saves costs
🔄 Bring Your Own Licence (BYOL) Models

Under BYOL, organisations use existing IBM Passport Advantage entitlements on cloud infrastructure. Any IBM software acquired through Passport Advantage can be deployed on Eligible Public Clouds as long as you adhere to the terms.

Leverage sunk costs: Redeploy perpetual licences or active subscriptions in the cloud — avoid paying twice during transitions
Marketplace BYOL listings: AWS and Azure provide $0-software-cost images where you apply your own IBM entitlement — click-to-deploy convenience
Licence conversion: IBM allows trade-ups from PVU licences to Cloud Pak VPC equivalents — optimise what you have for the cloud era
Governance required: Whenever a new IBM workload is spun up under BYOL, check out a licence entitlement from your pool. BYOL ≠ free — it means reusing what you paid for
Support coverage: Must maintain active IBM Subscription & Support to get updates and support in the cloud — moving to cloud doesn't remove the need for IBM support
🌐 IBM Cloud Satellite

Extends IBM Cloud services to run in any environment — on-prem data centres, edge locations, or other public clouds — with a single IBM Cloud control plane.

Managed services anywhere: Run IBM Cloud services locally while IBM manages them — cloud-like experience with data staying on-site for sovereignty/latency requirements
Multi-cloud orchestration: Create Satellite locations on AWS or Azure infrastructure — IBM manages IBM software on other cloud providers' hardware for you
Licensing included or BYOL: For IBM-managed Satellite services, licensing may be bundled in the service fee. For self-deployed software on Satellite clusters, BYOL applies — clarify the model for each service
Centralised visibility: Aids compliance by centralising control across distributed locations — better visibility of IBM software running across environments
🛒 Public Cloud Marketplace Offerings

Beyond BYOL, IBM offers pay-as-you-go and SaaS offerings via cloud marketplaces — acquire software and pay based on usage (hourly/monthly), rolled into your cloud bill.

No upfront licence needed: Usage charges cover the right to use software and often include support — useful for short-term needs or experimentation
OPEX model: Shifts spending entirely to operational expense, tied to cloud budget accounts — ideal for POCs, transient workloads, or testing
Higher long-term cost: Cloud marketplace margins mean pay-as-you-go is typically more expensive than BYOL for steady-state production workloads
Best used selectively: Marketplace for transient workloads; BYOL or enterprise agreements for core production systems with better long-term rates

Licence Metrics: PVU vs VPC in the Cloud

📊 Processor Value Unit (PVU)

Older metric based on processor performance. IBM assigns a PVU rating per core by processor model (e.g., Intel Xeon ~70 PVUs, IBM POWER ~120 PVUs). In public clouds, IBM typically provides default PVU per vCPU — commonly 70 PVUs per vCPU on x86 clouds.

Cloud calculation: A product requiring 280 PVUs = 4 vCPUs (4 × 70). Requires referencing IBM's hardware PVU tables. More powerful cores cost more (higher PVU). Compliance is "trust but verify" — declare usage and stay compliant even though you can't inspect physical CPUs.

📊 Virtual Processor Core (VPC)

Newer metric aligned with virtual cores. 1 VPC = 1 vCPU (or 1 physical core). Processor type is irrelevant — straight count of cores allocated to IBM software. No hardware PVU tables needed.

Cloud-native simplicity: An AWS vCPU or Azure vCore is simply 1 VPC. Cloud Paks exclusively use VPC. Many newer IBM products offer VPC as alternative to PVU. IBM has conversion programmes to swap PVU entitlements to VPC for ease of cloud use.

Other metrics to track: User/Client-based licences (e.g., Cognos Analytics authorised users — doesn't change in cloud), Resource Value Units (RVU) tied to managed clients, database records, or data volume (same concept in cloud but units may be ephemeral). All require robust asset management.

Sub-capacity licensing in the cloud is effectively mandatory. IBM requires approved licence tracking tools (ILMT or License Service) to be deployed within 90 days. Without them, IBM could demand full-capacity licensing — which in cloud contexts means worst-case assumptions. Any enterprise using IBM in the cloud should treat automated, continuous compliance tracking as a non-negotiable requirement.

BYOL vs IBM SaaS: Choosing the Right Model

🔧 BYOL / Self-Managed in Cloud
Full control: Install, configure, and customise as desired — ideal for specific integrations or fine-tuned settings
Leverages existing investments: Redeploys licences you already own — very cost-effective if you have a large IBM portfolio with active support
Flexibility & portability: Move between clouds or back on-prem — not locked into IBM hosting
You manage everything: Patches, upgrades, security hardening, SLA requirements, application administration are your responsibility
Compliance burden: Must track licence compliance yourself — risk of accidental over-deployment if governance is weak
Best for: Core differentiating systems, highly custom integrations, organisations with strong IBM admin capabilities
☁️ IBM-Provided SaaS / Managed Services
Simplicity: IBM hosts, manages, updates, and backs up the application with an SLA for uptime — no maintenance overhead
Rapid deployment: Stand up environments in days vs weeks — accelerates project timelines significantly
Licensing included: Software rights bundled in subscription fee — no separate Passport Advantage licences needed
Lower audit risk: IBM ensures compliance on the backend — focus shifts to not exceeding contracted usage metrics
Limited customisation: You get what IBM provides — may restrict custom extensions, direct database access, or upgrade schedules
Best for: Standard utility workloads, analytics dashboards, organisations wanting to offload management to a trusted vendor

Many companies adopt a hybrid approach: self-managing core custom systems via BYOL while using SaaS for commodity tools like Planning Analytics or MaaS360. IBM sometimes offers "BYOL to SaaS" conversion programmes where existing licences provide discounts on SaaS subscriptions.

Hybrid & Multi-Cloud Considerations

🔄 Consistency Across Environments

Adopt Red Hat OpenShift and IBM Cloud Paks as standard platforms for IBM workloads — they run uniformly on internal clusters, AWS ROSA, and Azure Red Hat OpenShift. IBM Cloud Satellite adds single-pane management across all environments. Standardising on consistent platforms avoids vendor lock-in and simplifies workload portability.

📡 Data Integration & Latency

Hybrid deployments often split IBM components across locations. Design architecture to handle latency and bandwidth constraints. IBM Cloud Satellite can place services closer to data sources. Map which IBM components should go to cloud vs remain local, then use IBM's hybrid tools to bridge them effectively.

🌐 Multi-Cloud Workload Distribution

Different clouds for different IBM workloads can optimise performance and cost (Watson AI on IBM Cloud, WebSphere on AWS near other services). This introduces licence tracking complexity — use common tools like ILMT to consolidate reports from on-prem and cloud VMs into one unified compliance report.

🔒 Security & Compliance Across Sites

Ensure consistent identity management (integrate IBM Cloud services with corporate AD/SSO). Licence compliance extends across all environments — documentation should show total deployment across Azure + on-prem + AWS doesn't exceed entitlement. Know where everything runs and who is responsible.

🔄 Disaster Recovery & Backup

IBM has rules for cold vs hot backups — cold standby may not require separate licences until activated during failover. Design DR to be compliant and ensure IBM License Service/ILMT captures shifts when failover activates. Testing failovers should include licence compliance validation.

Maintaining Licence Compliance in the Cloud

🔍 IBM License Metric Tool (ILMT)

Essential for VM-based deployments. Free tool from IBM that discovers IBM software installations and measures PVU/VPC usage over time. Required within 90 days of deployment for sub-capacity eligibility. Run on a cloud VM or on-prem server with agents on each IBM software VM. Generates quarterly reports — archive these as audit evidence. Make ILMT part of your cloud deployment pipeline: any IBM product VM created should include ILMT agent automatically.

📦 IBM License Service (Containers)

Essential for Cloud Paks and container deployments. Runs as a container in your cluster, tracking CPU usage of pods running IBM product images. Required within 90 days. Produces reports of peak VPC usage per product. Many Cloud Pak deployments include it by default but configuration is needed (persistent storage, collection jobs). Reports can feed into ILMT for consolidated view. Without it, proving container sub-capacity compliance is impossible.

📋 Regular Internal Audits

Don't wait for IBM's official audit. Conduct internal IBM licence position reviews at least annually — quarterly is better when moving fast in cloud. Establish a centralised asset management database logging deployments (integrated with cloud tagging) mapped to licence IDs. Proactively true-up gaps rather than being caught unprepared.

📄 Documentation & Records

Maintain copies of Passport Advantage entitlements, proofs of purchase, and ILMT/License Service reports for at least 2 years (IBM's typical audit evidence window). Document any special agreements like ELAs or waivers covering cloud use. Create a "cloud licence compliance" runbook outlining how IBM licences are tracked in each environment.

If you discover non-compliance (e.g., an IBM programme ran without ILMT for 6 months, or exceeded VPC counts), take immediate steps. IBM is generally more lenient with self-reporting and remediation than with audit discoveries. Purchase necessary licences, shut down excess use, and document the incident and resolution. Proactive management mitigates audit outcomes significantly.

CIO Recommendations

1

Develop a Clear IBM Cloud Licensing Strategy

Classify your IBM software portfolio: retain on-prem, rehost to IaaS with BYOL, refactor to Cloud Paks, or replace with SaaS. Map to overall cloud migration plans and business priorities. A roadmap prevents ad-hoc moves that lead to licensing surprises.

2

Leverage IBM BYOL to Maximise Existing Investments

Before deploying to new cloud environments, check IBM's Eligible Public Cloud list and ensure licence agreements are current. Use BYOL marketplace images for efficiency but maintain internal records of which entitlements are allocated to which deployments. Plan for support renewals to remain entitled to upgrades and IBM assistance.

3

Evaluate IBM Cloud Paks for Modernisation

Cloud Paks simplify licensing with the VPC model and provide hybrid-cloud flexibility. They often unlock bundled capabilities (AI, automation) that accelerate innovation. Work with IBM on converting existing licences to Cloud Pak equivalents to avoid paying twice — consolidating disparate licences into one bundle often saves costs.

4

Consider IBM Cloud Satellite for Hybrid Consistency

If your landscape spans on-prem and multiple clouds, Satellite brings IBM Cloud services into your environment securely. Pilot with a non-critical workload to understand integration and cost model. Particularly valuable for data residency requirements where you need cloud-managed services running on-prem.

5

Implement Rigorous Licence Tracking & Compliance

Deploy ILMT for VMs and IBM License Service for containers immediately. Automate quarterly usage report generation and archiving. Integrate compliance checks into DevOps pipelines — no VM with IBM software deployed without ILMT agent, no container cluster without License Service. Regularly reconcile cloud usage with entitlement.

6

Compare BYOL vs SaaS on a Case-by-Case Basis

Perform TCO analysis for each major IBM product. Consider intangible benefits like faster feature adoption with SaaS or greater control with BYOL. It might make sense to start BYOL for quick migration and transition to SaaS later, or vice versa. Watch IBM's roadmap — newer AI features may debut on cloud services first.

7

Foster Close Relationships with IBM & Cloud Providers

Engage your IBM account team when planning major cloud moves — they can clarify licensing nuances and inform you of promotions or policy changes. Work with AWS/Azure/GCP representatives on licence tracking integrations. Cloud providers sometimes have funding programmes or credits for software migrations you can leverage.

8

Educate & Govern Your Teams

Ensure infrastructure/cloud teams and SAM/licensing teams understand IBM's cloud rules. Conduct workshops on IBM licence management. Update internal policies: "tag all cloud instances running IBM software with 'IBM-licence' for tracking" and "always include IBM License Service container in deployments." Embedding licence awareness into cloud governance reduces non-compliance risk.

9

Plan for Hybrid Integration & Data Flow

Design secure, efficient communication between on-prem and cloud IBM applications. A poorly connected hybrid environment tempts teams to duplicate workloads (consuming additional licences). Invest in proper networking and integration middleware to run workloads optimally without unnecessary parallel deployments.

10

Stay Informed on IBM's Cloud Licensing Developments

IBM periodically updates licensing terms, introduces cloud programmes, and changes policies. The PVU-to-VPC shift and BYOL-to-SaaS discount programmes are recent examples. Subscribe to IBM Passport Advantage support bulletins, follow IBM Think announcements, and monitor cloud partnership updates to take advantage of new options quickly.

IBM's cloud services and BYOL offerings allow enterprise customers to run mission-critical software in the environment of their choice. With the right licensing models, governance tools, and strategic planning, the IBM licensing challenge in the cloud can be transformed into a well-tuned practice that supports digital transformation rather than hindering it.
An independent IBM cloud licensing assessment is the highest-ROI step before major cloud migrations. Our IBM Advisory Services cover BYOL eligibility validation, PVU-to-VPC conversion analysis, Cloud Pak migration planning, ILMT/License Service deployment review, hybrid cloud compliance assessment, ELA renewal negotiation, and audit defence. Most engagements identify savings and risk reductions worth multiples of the advisory investment.

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FF

Fredrik Filipsson

Co-Founder, Redress Compliance

Fredrik Filipsson brings over 20 years of experience in enterprise software licensing, including senior roles at IBM, SAP, and Oracle. For the past 11 years, he has advised Fortune 500 companies and large enterprises on complex licensing challenges, contract negotiations, and vendor management — consistently delivering outcomes that save clients millions.

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