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Microsoft Program and Product Licensing
Vicky Lea
Agenda
Program Licensing: Select Plus
Enterprise Agreements
Software Assurance
Product Licensing Licensing models
Physical and virtual server licensing
Management licensing model
Online Services licensing
Ways to Buy a Licence
Full Packaged Product Purchased from retailers
Typically 1 box = 1 licence
With a new PC (OEM)
Preinstalled on a new computer
Volume Licensing A variety of different program types to
suit all kinds of organisations
Volume Licensing Agreements
* Desktop Enrolment
SA included SA included SA included
All PCs All PCs
SA included SA included
All PCs* All PCs*
(can be sold by any reseller)
(can be sold by LARs only)
Aimed at organisations with 250+ desktops
Perpetual licences
Software Assurance optional
Evergreen agreement
Four price levels based on points and pools
Monthly ordering and payment in full at that time
Select Plus Licence Program Key Facts
Points and Pools
Software Assurance points are calculated at half the Licence points per year
Systems Applications Servers
(2 points)
(2 points)
(1 point)
(1 point)
(15 points)
(125 points)
Client Operating Systems Client Applications Server Operating Systems,
Server Applications and CALs
(2 points)
Microsoft Product List
Yearly Points and Price Levels
Points Level
500 A
4,000 B
10,000 C
25,000 D
Automatic Tiered Pricing
0
4000
1000
2000
6000
8000
10000 Level C
Level B
= Anniversary Compliance Check Lead Affiliate Roll Over Points
500
250
50
1006,000
2,000
3,250
4,300
Level A
1,000
750
Total Spend = 7,250 pointsLevel B pricing
3,250 points rolled over
Total Spend = 5,400 pointsLevel B pricing
1,400 points rolled over
Total Spend = 1,900 pointsLevel A pricing
Points set to zero
Affiliate A
1,400
500
Automatic Tiered Pricing
1000
0
4000
1000
2000
6000
8000
10000 Level C
= Anniversary Compliance Check Lead Affiliate Affiliate A Affiliate B
500
1000
500
3100
Total Spend = 2,000 pointsLevel B pricing
Points set to zero
Total Spend = 1,000 pointsLevel A pricing
Points set to zero
Only 250 points so“on hold”
500
2500
Level A
250
Level B
700
EA Enrolments
Enterprise Agreement
Enrolment for
Desktop
Platform
Enrolment for
Application
Platform
Enrolment for
Core
Infrastructure
SA included
3 year enrolments
Microsoft Business and Services Agreement
250 PCs to qualify
Desktop standardisation required
Perpetual licences
Software Assurance included
Four price levels
Three year term
Annual ordering/payment
Desktop Platform Enrolment Key Facts
Enterprise Products and Platforms
All licences include Software Assurance
Systems Applications ServersClient Operating Systems Client Applications Server Operating Systems,
Server Applications and CALs
Professional Desktop Platform
Enterprise Desktop Platform
Network
InfrastructureCollaboration Management Security
Windows Server CAL SharePoint Standard CAL
Exchange Standard CAL
SC Configuration Manager CML
SharePoint Enterprise CAL
Exchange Enterprise CAL
Lync Enterprise CAL
Lync Standard CAL
Exchange Online ArchivingWindows RMS CAL
SC Endpoint Protection
SC Service Manager CML
SC Data Protection Manager CML
SC Operations Manager CML
SC Orchestrator CML
Client Management Suite ML
EA: Desktops and Price Levels
Desktops Level
250 A
2,400 B
6,000 C
15,000 D
Program Discounts
Base Pricing:
Pricing based on Select Plus Licence with Software Assurance prices
Platform Discount: 15% License all qualified devices
with all three platform products
Company Wide Discount: 15% License all qualified devices
with at least one of the platform products
EA – Desktop Payments
End of
Year 1
End of
Year 2
End of
Year 3
Start of
Enrolment
10 Qualified
Devices added at
the beginning of
the third year
A total of 25
Qualified Devices
added at various
points in first year
AGREED ENTERRPISE PRODUCT PRICE
Initial order of 350
Office Professional Plus
2013 licences
30 Qualified
Devices added
towards the end of
the second year
TRUE-UP PRICES
EA/ESA - Additional Products
End of
Year 1
End of
Year 2
End of
Year 3
Start of
Agreement
30 Project licences
added in second year
10 InfoPath licences
added in third year
25 Visio licences
added in first year
PRICE
PROTECTION
Initial order of 350
Visio licences
PRICE BASED ON
CURRENT PRICE LIST
Enterprise Products
Platform Enterprise Products• Enterprise Products must be ordered at the start of the enrolment
• New products cannot be added at the anniversary, only additional quantities of the original Enterprise Products included on the enrolment
• A new enrolment must be signed for added Enterprise Products
Non-Platform Enterprise Products• Additional Product taken enterprise-wide
• Attracts same price level as Platform Enterprise Products
EA Enrolments
Enterprise Agreement
Enrolment for
Desktop
Platform
Enrolment for
Application
Platform
Enrolment for
Core
Infrastructure
SA included
3 year enrolments
Microsoft Business and Services Agreement
Microsoft SQL Server
Microsoft SharePoint Server
Microsoft BizTalk Server
Microsoft Visual Studio
Microsoft Expression Studio
The Application Platform
SQL EAP: Key Facts
Overview:• An independent enrolment under the Enterprise Agreement that
allows a customer to purchase SA for all SQL Licences
Benefits:• No need to purchase L&SA
SKUs to get current
• Discounts of 15% for Standardand 40% for Business Intelligence and Enterprise edition new Licences
How the EAP Works
Determine the current footprint1 Consider all agreements:
• Select and Select Plus
• Enterprise Enrolment for Desktop Platform
Consider all licences:• Existing licences with SA
• Existing licences without SA
• Any new licences required
How the EAP Works
Determine the current footprint1Cover 100% of the footprint with SA2
Covering Licences with SA
Purchase Requirements
Renew SA as required
Buy SA
Current Licences
New Requirements
Buy SA
Purchase Requirements
Buy Licence and SA
SQL Server 2012
SQL Server 2005
SQL Server 2012
SA?
How the EAP Works
Determine the current footprint1Cover 100% of the footprint with SA2Meet the minimum requirements3
Microsoft SQL Server
Microsoft SharePoint Server
Microsoft BizTalk Server
Microsoft Visual Studio
Microsoft Expression Studio
Example Minimums
50 Cores or
250 CALs and 5 Servers
5 Servers
5 Processors
20 licences of any
combination of Visual
Studio Ultimate with
MSDN and Visual Studio
Premium with MSDN
How the EAP Works
Determine the current footprint1Cover 100% of the footprint with SA2Meet the minimum requirements3Select the 1 year or 3 year true-up4
True-up Options
1-Year True Up 3-Year True Up
Price SavingsPrice savings on new
licencesPrice savings on new licences
Growth
CommitmentNone
30% year on year
- SharePoint Server
20% year on year
- BizTalk Server and Visual Studio
True Up Annually End of three year term
Payments Based on True Up Fixed annual payments
Enrolment for Application Platform
Term: 36 months
Licence type: Perpetual only
Initial order: Based on certain minimums per product
Price level: Relevant product pool price level from existing agreement or Level A
Price benefits: Discounts on new Licences
Deferment of payment for Licence for old products
Additional Products: Any additional product as specified on the Product List
No EAP products may be additional products
Price level based on existing agreements
EnterpriseAgreement
EA Enrolment EAP Enrolment ECI Enrolment
EA Enrolments
Enterprise Agreement
Enrolment for
Desktop
Platform
Enrolment for
Application
Platform
Enrolment for
Core
Infrastructure
SA included
3 year enrolments
Microsoft Business and Services Agreement
The Core Infrastructure
Management
Server
Datacenter Servers
Operations Manager
Data Protection Manager
Configuration Manager
Virtual Machine Manager
Service Manager
Datacenter
Standard
Endpoint Protection
App Controller
Orchestrator
Core Infrastructure Server Suites
Standard
Datacenter
License all the physical processors
and manage up to 2 OSEs per Licence
License all the physical processors
and manage unlimited OSEs
1 licence
covers 2
physical
processors
Acquiring Core Infrastructure Server Suites:
1. Through a Volume Licensing program
• No minimum licence purchase
• 5% discount on standalone licences
2. Through Enrolment for Core Infrastructure
• Minimum of 25 licences
• 20% discount on standalone licences
Enrolment for Core Infrastructure
Term: 36 months
Licence type: Perpetual or Subscription
Initial order: 25 licences
Price level: Server pool price level from existing agreement or Level A
True-up: Annual
Additional Products: Any additional product as specified on the Product List
Includes the Core Infrastructure components
Price level based on pools in existing agreements
EnterpriseAgreement
EA Enrolment EAP Enrolment ECI Enrolment
EAS Enrolments
Enterprise Agreement
Enrolment for
Desktop
Platform
Enrolment for
Core
Infrastructure
SA included
3 year enrolments
Microsoft Business and Services Agreement
250 PCs to qualify
Desktop standardisation required
Non-perpetual licences
Software Assurance included
Four price levels
Three year term
Annual ordering/payment
Desktop Platform Enrolment Key Facts
Payment Advantages
Payment for
initial volume
Payment for
2nd year volume
Payment for
1st year volume
490
500
510
520
530
540
550
1 2 3 4 5 6 7 8 9 10 11 12 13
Payment for
initial volume
Payment for
2nd year volume
Payment for
1st year volume
Program Discounts
Base Pricing:
Pricing based on Select Plus Licence with Software Assurance prices
Non-Perpetual Discount: 15%
Company Wide Discount: 15% License all
qualified devices with at least one of the platform products
Platform Discount: 15% License all
qualified devices with all three platform products
Volume Licensing Agreements
* Desktop Enrolment
SA included SA included SA included
All PCs All PCs
SA included SA included
All PCs* All PCs*
(can be sold by any reseller)
(can be sold by LARs only)
Maximising SA Benefits
1.
2.
3.
4.
5.
6.
New Version Rights
Spread payments
Windows 8 Enterprise
Licence Mobility
Cold Backups for DR
Rights to purchase Step-Up
Licences and MDOP
Windows Thin PC
Roaming Use Rights
Virtual Desktop Access
The Software Assurance Benefits
Planning Services
TechNet Benefits through SA
24x7 Problem Resolution
eLearning
Training Vouchers
Home Use Program
Enterprise Sideloading
Windows RT Companion VDA Rights
Windows To Go Rights
Software Assurance
Support and
Training
Application Server
Deployment
Desktop
Deployment
Virtualisation
Software Assurance
Support and
Training
Application Server
Deployment
Desktop
Deployment
Virtualisation
Extra functionality includes: DirectAccess
BranchCache
AppLocker
Windows 8 Enterprise
Perpetually licensed customers retain rights to
Windows 8 Enterprise Edition after SA expiration as
long as it is already deployed
Microsoft Desktop Optimization Pack
Optional Add-On subscription for customers with SA for Windows
Subscription provides access to use all products and updates
Usage ends when subscription ends
Subscription may be transferred to an alternative machine with a Windows + SA licence
Applications continue to follow their existing licensing model when virtualised
Licensing
Microsoft
User
Experience
Virtualization
(UE-V)
Microsoft
Application
Virtualization
(App-V)
Microsoft
Enterprise
Desktop
Virtualization
(MED-V)
Microsoft
Diagnostics and
Recovery Toolset
(DaRT)
Microsoft
Advanced
Group Policy
Management
(AGPM)
Microsoft
BitLocker
Administration
and
Monitoring
(MBAM)
Virtualise Manage Restore
Windows To Go
Office
HomeFriend’s House
StartStartStart Primary Primary
Start
Start
SA SA
Start
SA
Primary
Windows To Go Use Rights
Roaming Use Rights
Companion Device Licensing
Office
Primary
SA
Windows RT
Companion
x86
Non-x86
x86
Windows RT
Non-x86
CSL
Enterprise Sideloading
IT Direct DistributionCertified by the corporation
Installed and updated via IT supplied processes
Custom Line of Business Apps
Two ways to install Windows 8 Apps
Windows StoreCertified by Windows
Installed and updated by end users
ISV built business apps
The process of installing
Windows 8 Apps directly to
a device without going
through the Windows Store
Active Software Assurance coverage for qualifying desktop
applications products
HUP licences which can be purchased are limited to number
of qualifying products covered by SA
Microsoft provides setup and installation support
Organisations are not responsible
for their individual employee’s
compliance with the Home Use
Program end user license terms
Usage must end if SA is not
maintained
Home Use Program
Requirements
Home Use Program
Qualifying Product HUP Licence
• Office Standard 2010/2013
• Office Professional Plus 2010/2013
• Office for Mac 2008
• Office for Mac Standard 2011
• Office Professional Plus 2013 HUP
or
• Office for Mac Home & Business 2011 HUP
• Office 2010/2013 components
• Office Professional Plus 2013 HUP
or
• Office for Mac Home & Business 2011 HUP
• Visio Standard 2010/2013
• Visio Professional 2010/2013• Visio Professional 2013 HUP
• Project Standard 2010/2013
• Project Professional 2010/2013• Project Standard 2013 HUP
Flexibility for Developers and Testers• Rights to run Windows 8 Enterprise in up to four virtual machines
Windows 8 Virtualisation Rights
Software Assurance
Support and
Training
Application Server
Deployment
Desktop
Deployment
Virtualisation
Process
1. Activate the benefit in VLSC
2. Create a Training Voucher by supplying trainee name and
selecting number of days
3. Attendee receives an email with a link to a list of CPLS
locations
4. Vouchers remain valid for 180 days after creation, if
reserved with a CPLS, regardless of the expiration of SA
Training Vouchers
Technical training from Microsoft
Certified Partners for Learning Solutions
Available training courses correspond to the licences for
which SA has been purchased
Number of allowable users corresponds to the number
of SA covered licences
Applications and Systems content
is available for importing into a
customer’s Learning Management
System
E-Learning
Learning Central Portal
TechNet
TechNet Plus Direct Software
Technical support incidents
1 subscription per agreement for server licences
TechNet SA Subscription Services Access to the subscriber-only online services site
Typically:
• 1 User ID per agreement for Applications/Systems pools
• 1 User ID per server licence for Servers pool
Phone Support Incidents Complimentary incident for server coverage
Additional incidents awarded for:• Server/CAL SA spend
• Applications/Systems SA spend
Web-based Incidents Incidents may be submitted for server software covered
with SA on an as needed basis
SA is required for both server software and related CALs
24x7 Problem Resolution Support
Software Assurance
Support and
Training
Application Server
Deployment
Desktop
Deployment
Virtualisation
Available offerings: Desktop Deployment Planning Services (DDPS)
SharePoint Deployment Planning Services (SDPS)
Lync and Exchange Deployment Planning Services (L&EDPS)
Private Cloud, Management, and Virtualisation Deployment Planning Services (PVDPS)
SQL Server Deployment Planning Services (SSDPS)
Developer Tools Deployment Planning Services (DTDPS)
Public Cloud, Azure Deployment Planning Services (AZDPS)
1, 3, 5, 10 or 15 day engagements available
Services result in a deployment plan
Based on spend for Office Applications and Server Licences: For example
• 200 Office Applications = 1 day
• 8 SQL or Windows Server Standard Edition licences = 1 day
Planning Services
Planning Services engagement days may be increased by
converting unused Training Vouchers on a 3-to-1 basis
Requirements• Server licence covered with SA
• All related CALs covered with SA
Benefits• A second server licence under which the same product my be deployed
on a “cold” back-up server solely for DR purposes during the term of its Software Assurance coverage
Cold Backups for Disaster Recovery
Customers may migrate from a lower level edition to a higher
level edition of a product
The customer’s right to the use of software under a Step-Up
licence is conditioned on their having and retaining a Licence
for the qualifying product
SA may be renewed for the higher level edition
Step-up Licences
Software Assurance
Support and
Training
Application Server
Deployment
Desktop
Deployment
Virtualisation
Internet Café
Virtual Desktop Infrastructure
Office
Home
StartStartStart Primary Primary
SA SA
Start
SA
Primary
Windows RT
x86 x86 x86
VDA Rights
Windows RT Companion VDA Rights
Roaming Use Rights
Start
StartStart
StartStart
StartStart
StartCompanion
Start
Repurpose existing PCs as thin clients by
providing a smaller footprint, locked down
version of Windows 7
Benefits: Reduced end point costs for VDI
Rich remote desktop experience
Built on Windows 7
Windows Thin PC
Allows organisations to evaluate thin client computing
without investing in dedicated hardware
Licence Mobility Within Server Farms
Application Server Licence
with SASA
SA
SA
Licence Mobility through Software Assurance
SA
SA
Unlimited Virtualization for SQL 2012
License all the physical cores with SQL Server 2012
Enterprise Edition Core licenses with SA
SA SA SA SA
SA SA SA SA
2. Check Your Benefits
Software Assurance benefits are determined by the volume licence agreement and the number of qualifying licences with Software Assurance
3. Build an SA Usage Team
Activity SA Benefit Benefit Manager
Deployment Packaged Services for Deployment
Planning Home Use Program
IT Project Manager HR Manager
Training Training Vouchers E-Learning
IT or HR Manager
IT End-user Support, HR, or Line-of-business Manager
Support 24x7 Problem Resolution Support
TechNet Benefits through Software Assurance
IT Support Manager IT Managers
4. Priorities and Usage Goals
SA Usage Goals Use no-cost training available through E-Learning and Training Voucher benefits
Extend IT resources by utilising 24x7 Problem Resolution Support incidents, or scheduling
deployment planning engagements through Packaged Services
Offer employee “extras” like the latest Office products for use at home, or the opportunity
to build technical skills through online and classroom training available through E-Learning
and Training Voucher benefits without impacting staff budgets
Take advantage of the Spread Payment option, when renewing your Volume Licensing
agreement
5. Build an SA Usage Plan
Align your SA usage plan with a business objective
Plan Get the latest version of Microsoft Exchange Server software through the New Product Versions
benefit
Arrange an Lync and Exchange Deployment Planning Services (L&EDPS) engagement to help
extend your IT resources, and get expert planning guidance and deployment recommendations
Ready IT and support staff with classroom training using Training Vouchers
Deploy Use the deployment recommendations stemming from your Lync and Exchange Deployment
Planning Services engagement
Use E-Learning for end-user training
Promote the Home Use Program across your organisation to accelerate end-user familiarity with
Outlook/Exchange
Use Use 24x7 Problem Resolution Support to resolve issues quickly, and help minimise downtime
Utilise Cold Back-ups for Disaster Recovery to help users regain access to critical data and
applications following disaster
6. Follow Through
Revisit Software Assurance usage periodically
Document progress
Develop a planning checklist
Product List
Customer SA Site
SA Customer Quick Start Guide
VLSC
SA Resources
Use for…• Step-up licence availability
• Licences that count towards Packaged Services Days and Training Vouchers
• Qualifying licences for Office Professional 2013 Home Use Program
• SA spend required for telephone support incidents
Product List
Download from www.microsoft.com/licensing
Use for…• Detail on each benefit
• Frequently Asked Questions
• Document Library
• Training videos
• Ready-to-go materials
Customer SA Site
www.microsoft.com/licensing/software-assurance
Use for…• Instructions on activating and managing benefits
• Useful links
• Recommendations on best practices
SA Quick Start Guide
Download from Customer SA Site (“Use My Benefits” link)
Use for…• Activating and managing SA benefits
• Downloading software
• Finding product keys
• Tracking licensing information
VLSC
www.microsoft.com/licensing/servicecenter
Volume Licensing Service Center (VLSC)
Product List
Customer SA Site
SA Customer Quick Start Guide
VLSC
SA Resources