ETSI GR NFV-EVE 010 V3.1.1 (2017-12)

Network Functions Virtualisation (NFV) Release 3; Licensing Management; Report on License Management for NFV

DGR/NFV-EVE010

General Information

• Status: Published
• Publication Date: 19-Dec-2017
• Technical Committee: NFV EVE - Evolution and Ecosystem
• Current Stage: 12 - Completion
• Due Date: 09-Jan-2018
• Completion Date: 20-Dec-2017

Standards Content (Sample)

ETSI GR NFV-EVE 010 V3.1.1 (2017-12)






GROUP REPORT
Network Functions Virtualisation (NFV) Release 3;
Licensing Management;
Report on License Management for NFV
Disclaimer
The present document has been produced and approved by the Network Functions Virtualisation (NFV) ETSI Industry
Specification Group (ISG) and represents the views of those members who participated in this ISG.
It does not necessarily represent the views of the entire ETSI membership.

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2 ETSI GR NFV-EVE 010 V3.1.1 (2017-12)



Reference
DGR/NFV-EVE010
Keywords
license schemes, management, NFV

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Contents
Intellectual Property Rights . 5
Foreword . 5
Modal verbs terminology . 5
Introduction . 5
1 Scope . 6
2 References . 6
2.1 Normative references . 6
2.2 Informative references . 6
3 Definitions and abbreviations . 6
3.1 Definitions . 6
3.2 Abbreviations . 7
4 NFV licenses . 8
4.1 NFV licenses scope . 8
4.2 NFV licenses categorization . 8
4.2.1 Introduction. 8
4.2.2 Open Source software licenses . 9
4.2.3 Proprietary software licenses . 9
4.2.4 Declarative software licenses . 10
4.3 VNF licenses . 10
4.4 Enforcement of VNF licenses . 11
5 NFV Licenses use cases . 11
5.1 Use Case 1: On-demand instantiation and termination of Virtual Firewall (vFirewall) . 11
5.1.1 Introduction. 11
5.1.2 Business Value . 11
5.1.3 Actors and roles . 12
5.1.4 Pre-conditions . 12
5.1.5 Post-conditions . 12
5.1.6 Flow description . 12
5.2 Use Case 2: VNF licenses implications for sharing of vFirewall VNFs instances across NFVI-PoPs . 13
5.2.1 Introduction. 13
5.2.2 Business Value . 14
5.2.3 Actors and roles . 14
5.2.4 Pre-conditions . 14
5.2.5 Post-conditions . 14
5.2.6 Flow description . 15
5.3 Use Case 3: Applying revised license terms to an on-boarded VNF Package . 15
5.3.1 Introduction. 15
5.3.2 Business Value . 16
5.3.3 Actors and roles . 16
5.3.4 Pre-conditions . 16
5.3.5 Post-conditions . 16
5.3.6 Flow description . 17
5.4 Use Case 4: Applying VNF license to enable or disable VNF functionalities . 17
5.4.1 Introduction. 17
5.4.2 Business Value . 17
5.4.3 Actors and roles . 17
5.4.4 Pre-conditions . 18
5.4.5 Post-conditions . 18
5.4.6 Flow description . 18
5.5 Use Case 5: License event reporting . 19
5.5.1 Introduction. 19
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5.5.2 Business Value . 19
5.5.3 Actors and roles . 19
5.5.4 Pre-conditions . 20
5.5.5 Post-conditions . 20
5.5.6 Flow description . 20
5.6 Use Case 6: Identifying the need of additional license . 20
5.6.1 Introduction. 20
5.6.2 Business Value . 20
5.6.3 Actors and roles . 20
5.6.4 Pre-conditions . 20
5.6.5 Post-conditions . 21
5.6.6 Flow description . 21
5.7 Use Case 7: Use of declarative licenses for vEPC-VNF . 21
5.7.1 Introduction. 21
5.7.2 Business value . 21
5.7.3 Actors and roles . 22
5.7.4 Pre-conditions . 22
5.7.5 Post-conditions . 22
5.7.6 Flow description . 23
6 Use case analysis . 23
6.1 VNF license recommendations . 23
7 NFV license final report . 29
7.1 Management and operational aspects . 29
Annex A: Authors & contributors . 30
History . 31


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Intellectual Property Rights
Essential patents
IPRs essential or potentially essential to the present document may have been declared to ETSI. The information
pertaining to these essential IPRs, if any, is publicly available for ETSI members and non-members, and can be found
in ETSI SR 000 314: "Intellectual Property Rights (IPRs); Essential, or potentially Essential, IPRs notified to ETSI in
respect of ETSI standards", which is available from the ETSI Secretariat. Latest updates are available on the ETSI Web
server (https://ipr.etsi.org/).
Pursuant to the ETSI IPR Policy, no investigation, including IPR searches, has been carried out by ETSI. No guarantee
can be given as to the existence of other IPRs not referenced in ETSI SR 000 314 (or the updates on the ETSI Web
server) which are, or may be, or may become, essential to the present document.
Trademarks
The present document may include trademarks and/or tradenames which are asserted and/or registered by their owners.
ETSI claims no ownership of these except for any which are indicated as being the property of ETSI, and conveys no
right to use or reproduce any trademark and/or tradename. Mention of those trademarks in the present document does
not constitute an endorsement by ETSI of products, services or organizations associated with those trademarks.
Foreword
This Group Report (GR) has been produced by ETSI Industry Specification Group (ISG) Network Functions
Virtualisation (NFV).
Modal verbs terminology
In the present document "should", "should not", "may", "need not", "will", "will not", "can" and "cannot" are to be
interpreted as described in clause 3.2 of the ETSI Drafting Rules (Verbal forms for the expression of provisions).
"must" and "must not" are NOT allowed in ETSI deliverables except when used in direct citation.
Introduction
Today there is huge diversity of license management mechanisms across VNF Providers which makes service
provisioning and license renewing operations more complex, error prone and time consuming. It also makes it difficult
to deal with VNF license usage information for settlement between the Service Provider and the VNF Provider.
These issues can be resolved by establishing a standard NFV license management architecture which will have the
following benefits:
• Speed up provision of VNF service without customizing the license management procedure for each VNF-type
or VNF Provider.
• Simplifying acquisition of VNF license usage information.
• Reduce licensing errors.
• Simplified license management operations independent of the underlying VNF solution.
A guiding principle is to minimize the impact on the existing NFV specifications by identifying the minimum features
needed to implement any commercial license management framework typically residing in a separate or higher layer
system (e.g. OSS/BSS).
In order to provide a standardized licensing mechanism, it is necessary to identify the functional blocks, interfaces, and
flows impacted by the requirement to implement any commercial license management framework.
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1 Scope
The present document studies the features needed within the NFV-MANO framework to support license management
for NFV. In this version of the document, a focus is made on the software licenses for VNFs. A set of use cases related
to VNF licenses in the NFV environment are described, analyzed and used to understand the issues and produce
recommendations regarding support for license management within the NFV architectural and NFV-MANO
frameworks.
2 References
2.1 Normative references
Normative references are not applicable in the present document.
2.2 Informative references
References are either specific (identified by date of publication and/or edition number or version number) or
non-specific. For specific references, only the cited version applies. For non-specific references, the latest version of the
referenced document (including any amendments) applies.
NOTE: While any hyperlinks included in this clause were valid at the time of publication, ETSI cannot guarantee
their long term validity.
The following referenced documents are not necessary for the application of the present document but they assist the
user with regard to a particular subject area.
[i.1] TM Forum IG1143 Release 16.5.1: "Frameworx Exploratory Report - License Management".
[i.2] ISO/IEC 19770-5:2015: "Information technology - IT asset management - Part 5: Overview and
vocabulary".
NOTE: Available at https://www.iso.org/standard/68291.html.
[i.3] ETSI GS NFV 003: "Network Functions Virtualisation (NFV); Terminology for Main Concepts in
NFV".
3 Definitions and abbreviations
3.1 Definitions
For the purposes of the present document, the terms and definitions given in [i.3] and the following apply:
NOTE: A term defined in the present document takes precedence over the definition of the same term, if any, in
[i.3].
license key: identifier key or activation code associated with VNF, made available by VNF Provider to Service
Provider for operating a VNF instance
license pool: pool of licenses containing licenses to be processed on-demand without need for real-time interaction with
the VNF Provider
NOTE: The Service Provider could maintain a real-time view of all licenses available in the license pools.
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VNF license: legal rights to use a VNF in accordance with terms and conditions specified by the VNF licensor
NOTE 1: "Using a VNF" can include: accessing, copying, distributing, installing and executing the VNF software,
depending on the license's terms and conditions.
NOTE 2: Specified license terms and conditions can include VNF components' license information if different than
the one of the VNF.
NOTE 3: This definition has been specialized from the term "software license" as defined in International Standard
ISO/IEC 19770-5 [i.2].
VNF license entitlement: VNF license use rights as defined through agreements between a VNF licensor and a VNF
licensee
NOTE 1: Effective use rights take into account any contracts and all applicable licenses, including full licenses,
upgrade licenses and maintenance agreements.
NOTE 2: A commonly used synonym for this term is "VNF license terms".
NOTE 3: This definition has been specialized from the term "software entitlement" as defined in International
Standard ISO/IEC 19770-5 [i.2].
VNF licensee: person or organization granted a license to use a specific VNF
NOTE: This definition has been specialized from the term "software licensee" as defined in International
Standard ISO/IEC 19770-5 [i.2].
VNF licensor: person or organization who owns or holds the rights to issue a VNF license for a specific VNF package
NOTE 1: This entity might or might not create the VNF software.
NOTE 2: This definition has been specialized from the term "software licensor" as defined in International
Standard ISO/IEC 19770-5 [i.2].
VNF usage: consumption against a VNF license entitlement measured as defined by the terms and conditions of that
entitlement
NOTE 1: Depending on the specific terms and conditions, usage can include accessing, copying, distributing,
installing and executing the VNF software.
NOTE 2: This definition has been specialized from the term "software usage" as defined in International Standard
ISO/IEC 19770-5 [i.2].
3.2 Abbreviations
For the purposes of the present document, the abbreviations given in [i.3] and the following apply:
NOTE: An abbreviation defined in the present document takes precedence over the definition of the same
abbreviation, if any in [i.3].
BSD Berkeley Software Distribution
BSS Business Support System
CAPEX Capital Expenditures
CI/CD Continuous Integration / Continuous Development
EM (Network) Element Manager
EPC Evolved Packet Core
EULA End-User License Agreement
FOSS Free and Open Source Software
GPL General Public License
IMS IP Multimedia Subsystem
LGPL Lesser General Public License
LM License Management
MIT Massachusetts Institute of Technology
MPL Mozilla Public License
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NFVI Network Functions Virtualisation Infrastructure
NFVO NFV Orchestrator
OPEX Operational Expenditure
OSS Operation Support System
PAYG Pay As You Go/Grow
RGW Residential GateWay
SAM Software Asset Management
SAU Simultaneous Active Users
VNF Virtual Network Function
VNFC Virtualised Network Function Component
4 NFV licenses
4.1 NFV licenses scope
Generally speaking (see note) the software licenses differ according to the rights that are actually granted to the licensee
by the licensor. The scope of those rights covers all what the licensee could do with the licensed software in his
business processes and which may be subject to authorization by the licensor. Usually, the licensee might copy the
software, possibly modify for internal development purpose, resell the derived software and by the way sublicense the
acquired licensed software, distribute it as such or simply deploy and use it to provide services to his customers.
The rights can be granted for a delimited period, i.e. subscription-based license or without time limit, i.e. perpetual
license.
NOTE: This is not limited to NFV software.
4.2 NFV licenses categorization
4.2.1 Introduction
Different types of software licenses exist today and many of them can be reused in the context of NFV. A classification
is generally made according to the entitlement regarding the reproduction (i.e. copy), distribution and use of the
software, which can be different depending on the process of software production and motivations of the licensor,
which can be, for example a software editor or an open source community.
Table 1 gives a high level classification of software licenses.
Table 1: Overall classification of software licenses
Free and Open Source Software (FOSS)
Public Open Source Open Source Open Source Freeware, Trade
Rights Proprietary
domain (Without (Weak (Strong Shareware, secret
copyleft) copyleft) copyleft) Freemium
SQLite, Apache, BSD, GNU LGPL, GNU GPL, Irfanview, World of
Examples Windows
ImageJ MIT MPL GNU Affero Winamp warcraft
Copyright
No Yes Yes Yes Yes Yes Yes
retained
Right to
Yes Yes Yes Yes Yes Yes No
use
Right to
Yes Yes Yes Yes Often No No
copy
Right to
Yes Yes Yes Yes No No No
modify
Right to Yes, under Yes, under Yes, under
Yes Often No No
distribute same license same license same license
Right to
Yes Yes No No No No No
sublicense

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The present document focuses on two "families" of software license:
• Open Source software licenses.
• Proprietary software licenses, used for commercial software products.
4.2.2 Open Source software licenses
There are several subtypes of Open Source software but they all assume that the source code is available according to
the terms of a license that allows the licensee to use but also modify and distribute this code.
Open Source software is also characterized by a charter on rights and duties based on a community model organizing
the use of the software for the benefit of all licensees.
Three subtypes are distinguished in particular by a criterion called copyleft which diverts the principle of copyright to
preserve the freedom of any user to use, modify and distribute the software and its derived versions.
Three degrees of copyleft are identified which specify the obligations with regard to the distribution of modified
software:
• Strong copyleft implies that the whole modified software is subject to the same type of license as the original
copyleft software.
• Weak copyleft allows to compose the copyleft software components with any other software (open source or
proprietary), and in the modified software, only the copyleft software components keep the original copyleft
license.
• Without copyleft, where the choice of the software license for the modified software is free (open source or
proprietary).
4.2.3 Proprietary software licenses
For commercial proprietary software the licensor grants the use of one or more copies of software under the End-User
License Agreement (EULA), but ownership of those copies remains with the licensor, therefore also called proprietary
software.
This characteristic of proprietary software means that, on one hand certain rights relating to the software (see Table 1),
in particular those regarding modification and distribution are reserved by the licensor and on the other side the use are
allowed but subject to entitlements, i.e. the terms and conditions specified in the license.
Business Models
For commercial software products, the licensor monetizes use and distribution rights to finance the development costs
and make profits. Examples of business models for proprietary licenses are:
• FLAT: A perpetual right to use the software is purchased at a fixed price. The price depends on the features of
the software, but is bought entirely from the beginning.
• PAY-AS-YOU-GROW: A perpetual right to use the software is purchased progressively according to the
growth of the service it is deployed for. A metric is used to measure the growth.
• SUBSCRIPTION: A temporary right to use the software (term base) is acquired for a given period of time.
The renewal of this right is decided at the end of each period.
NOTE: License restrictions can be applied to the above business models.
Metrics
Business models of proprietary software licenses are all based on a manner to measure the use of the software. Any
measuring technique relies on well-defined metrics. Metrics differ according to several criteria as for instance, the
network domain and market considered. For instance, for software dedicated to a user (e.g. vRGW), counting the
number of instances actually deployed is probably sufficient. In the case of the Virtualisation of mobile core network
and IMS network functions (e.g. vIMS, vEPC), other metrics are usually used such as the Simultaneous Active Users
(SAU).
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4.2.4 Declarative software licenses
In this approach, software use is left to the software license and enforcement to license terms and condition is done
offline as per the business agreement. On
...