Microsoft Program and Product Licensing

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


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


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


Enrolment for

Desktop

Platform

Enrolment for

Application

Platform

Enrolment for

Core

Infrastructure

SA included

3 year enrolments


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


Enrolment for

Desktop

Platform

Enrolment for

Application

Platform

Enrolment for

Core

Infrastructure

SA included

3 year enrolments


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


Enrolment for

Desktop

Platform

Enrolment for

Core

Infrastructure

SA included

3 year enrolments


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

Documents

Microsoft Program and Product Licensing