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March 2008

Volume Activation in Server 2008

This new technology replaces the Volume License Key
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Note that the KMS key isn’t a MAK. Don’t give this key out indiscriminately; it’s good for only six activations, intended for six KMS instances or rebuilds, for your entire company. Each of these instances can be reactivated as many as nine times. After you install the KMS key, you must activate it with Microsoft. This action authorizes, by proxy, all the activations the KMS host will perform. The most common way to activate the KMS host is by directly contacting Microsoft via the Internet. This method is called online activation, and is executed simply by entering

  SLMGR.VBS -ato

If your KMS host doesn’t have Internet access, you can call Microsoft and follow a mostly automated activation process. To find the Microsoft number to call, enter

SLUI.EXE 4

and follow the on-screen instructions.

KMS Location and Discovery
After your KMS host is up and running, your clients must be able to find it. You can forcibly point the clients to the host (called a direct connection), or you can let clients find the host themselves (called auto-discovery). To set up direct connection on a KMS client, simply run

  SLMGR.VBS -skms [:]

on the client. KMS_FQDN is the Fully Qualified Domain Name (FQDN) of the KMS host (or you can enter its IP address). You can also specify what port the client should connect to, if it’s other than the default of 1688.

Auto-discovery is a more complicated matter. For auto-discovery, KMS uses the DNS SRV record to publish its service into a DNS zone. Following the _service._protocol format of the SRV record, a record for KMS would look like _vlmcs._tcp.mycompany.com.

When it performs auto-discovery, the KMS client queries DNS for a list of servers that have published the _VLMCS record for the zone it’s a member of. DNS returns the list of KMS hosts in random order, and the client picks one and attempts to establish a session with it. If this attempt works, the client caches the server and attempts to use it for the next renewal attempt. If the session setup fails, the client picks another server at random. The KMS locator process works a little like the domain controller (DC) locator process (which also looks for an SRV record), but it’s simpler. For example, the client can’t look up KMS hosts by site because doing so isn’t necessary for the simpler requirements of the KMS service. Nor does KMS use weight and priority, which are options available in the SRV record to sort the result list.

A KMS host configured for auto-discovery doesn’t automatically publish SRV records to DNS in any zone other than the one in which it resides. This means you must manually publish SRV records into all other DNS zones—for example, the other child domains in a domain tree. To do so, you must enter each zone KMS should publish to in the HKEY_LOCAL_MACHINE \SOFT WARE\Microsoft\Windows NT\Current Version\SL\DnsDomainPublishList subkey’s REG_MULTI_SZ value. Use a separate line to enter each zone in which you want KMS to publish itself. Remember that the KMS host itself must have rights in the target zone to create these records, and that the zone must be able to resolve the host name in the SRV record. If you have many domains—especially domains that don’t trust the domain your KMS host resides in—this configuration can become one more manual list that must be kept in sync with your active domain list.

KMS auto-discovery is integrated with DNS, not Active Directory (AD); it works just as well with non-Windows DNS as it does with AD-integrated DNS. Any DNS server that supports SRV records (per RFC 2782) and dynamic updates (per RFC 2136) will support KMS client auto-discovery and KMS SRV record publishing. BIND 8.x and 9.x support both SRV records and DDNS.

KMS Odds and Ends
A KMS host itself doesn’t provide much information about its operation. Instead, a Microsoft Operations Manager (MOM) management pack for KMS is available at the Microsoft downloads Web site (www.microsoft.com/downloads). The management pack generates alerts for the major conditions that can cause KMS-related activation problems, such as initialization failures and DNS SRV record publishing failures. It also provides a wide range of reports on client activations through KMS.

Once activated, a KMS host will activate an unlimited number of clients. However, the host won’t begin activating clients until it receives a certain number of activation requests from physical (i.e., not virtual) machines. This is called the activation threshold. Vista’s threshold is 25 systems, whereas Server 2008’s threshold is 5 systems.

Suppose you have an environment with 500 volume-licensed Vista systems and one KMS host on a shared production network. As these systems begin appearing on the network, they will attempt to activate with the host they’ve found, either through autodiscovery or direct connection. The host will record each attempt, but not activate the clients until 25 separate clients have contacted it. The original 25 clients, when not activated by the KMS host, will simply retry until the KMS host has reached its activation threshold, at which point they’ll be activated normally. These thresholds are exclusive for each type; if KMS has reached its 25-client Vista threshold but not its 5-client Server 2008 threshold, it won’t activate Server 2008 servers until that threshold is reached.

A KMS host doesn’t track all its licensed clients; it records only the last 50 activations to make sure the service is working correctly. It also doesn’t pay attention to other KMS hosts in the network or share activation information between them. No upper limit exists for how many activations a KMS host can perform after it reaches its activation threshold; volume licenses aren’t a limited resource on its network. As many as six KMS hosts can be activated with one VLK, and each KMS host can be reactivated as many as nine times (e.g., if a KMS host must be rebuilt).

Using KMS rather than a MAK solution to activate clients has several advantages. First, KMS clients don’t need Internet or telephone access to activate their systems; they just need to be able to communicate with a KMS host. Second, there’s nothing to back up or restore on a KMS host. You simply rebuild, reinstall the VLK, activate, and it’s ready to go. Third, the KMS infrastructure is very lightweight and scalable; one KMS host with a hot spare in case of failure can service many tens of thousands of clients. Ultimately, the deciding factor for how many KMS hosts you use isn’t a matter of scalability; it’s your network configuration and your political landscape. If a substantial number of your clients can’t contact a KMS host because of network segmentation, you’ll have to land another host. And because KMS is a critical part of your infrastructure, strongly independent business groups might want control over their own KMS host.

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