Microsoft Academic Licensing

Academic Licensing

The purpose of this presentation is to clarify the precise mechanics of Microsoft’s Academic Licensing programme:

•What are the options

•Who qualifies

•What products count

•Processes involved

It explains how different types of educational establishments benefit from volume licensing, and details off-campusand termination procedure.

Agenda

• Eligibility

• Academic Select

• Academic Open

• Student/Teacher Licence

• School Subscription

• Campus Subscription

Who is eligible for academic licensing programmes?

• Ministry of Education • Universities• Colleges• Schools• Government Education Authorities• Government Training Colleges• Teaching Hospitals• Public Libraries• Museums• A charitable organisation which operates

on a not for profit basis and whose aim is i) the relief of poverty, ii) the advancement of education; iii) the advancement of social and community welfare, iv) the advancement of culture, or v) the advancement of the natural environment

Academic Select

Academic Select

• Three year volume licensing agreement

• For institutions with more than 250 desktops

• Purchase perpetual licences

• Products split into three pools: Applications, Systems and Servers – 1500 points per pool

• Select media sent to customer

• Can be used in conjunction with annual licensing agreements for additional product requirements

Academic Select Process

• Customer signs Master agreement and enrolments under that Master

• Sold through EdLars and Lars only

• Purchase either Licence only or Licence + Software Assurance

Student Select

• Perpetual student licences available for Microsoft® Office 2003 Standard/Professional and Microsoft® Windows® XP upgrade

• Institution must have Select 6.0 agreementin place

• Student addendum is signed as part of the Select 6.0 master

• Minimum 750 points across product pools

• Higher and Further Education students only

Academic Open

Academic Open

• Two year licence agreement

• Purchase perpetual licences

• Minimum initial order level of five licences

• Re-order level of one licence

• Can be used in conjunction with annual licensing agreements for additional licensing requirements

Academic Open Process

• No paperwork needs to be signed – terms and conditions are accepted first time customer activates licence

• Sold through distribution/AER channel

• No media pack – media purchased separately as required

• Payment upfront

Student/Teacher Licence

Student Licence details

• Office 2003 Standard includes:

• Microsoft® Word 2003

• Microsoft® Excel 2003

• Microsoft® Outlook® 2003

• Microsoft® PowerPoint® 2003 PLUS:

• Content CD - 24,000 premium images, animations, and sounds to help enhance documents, presentations, spreadsheets, and Web pages.

• Step by Step Guide - Quickly learn how to use the suite of Office XP programs at your own pace. Build the skills needed and practice with real-world examples.

Purchase Qualifiers

• ONLY a qualifying student (a defined term), parent/guardian or teacher may buy this product – the programme is not open to anyone else.

• “Student”: Must be enrolled on a full-time or part-time basis in a school, college or university, which is recognised by the applicable government agency.

• “Parent/Guardian”: Have children in the above category and wish to purchase on their behalf for their educational use.

• “Teacher”: Employed full-time or part-time to teach within anysuch school, college or university as above.

Student/Teacher Licence Process

• Sold through retail stores and AER’s

• Once the customer is no longer eligible for licence it becomes a perpetual licence

• The licence can be loaded on up to three PC’s within the eligible customers home

School Subscription

School Agreement Overview

• Primary and Secondary Schools

• Customer can choose 1 or 3 year agreement

• Price protection over three years

• Licensed to run any version including upgrades and downgrades

• Sold through Authorised Education Resellers

School Agreement Details

• Choice of desktop products and also servers

• 15% discount on the primary product platform

• Student option

• Flexible buy out

• Welcome pack of media (Office and Windows upgrade only – if these products have been chosen)

• Email agreement process

Steps for School Subscription

• Count number of eligible PC’s

• Choose products from product list

• Count number of students (if required)

• Choose products from product list

• Choose server products and multiply by number of servers to deploy these on

• Multiply number of PC’s by number of products and number of servers by point count per server

= unit count

Eligible PC Count

• All of the following must be included in the PC count: Pentiums, PowerMacs, iMacs

• The customer can choose to count any number of 286’s, 386’s and 486’s

What products can be selected?

• Office Professional

• Windows Upgrade

• Core CAL

• Frontpage

• Project

• Class Server SAL(student access licence)

• Encarta

(all products = 1 point)

• Live Communication Server CALs

• MS Press Titles

• SQL Server CALs

• Visio Professional

• Visual Studio

• Publisher

• OneNote

What servers can be selected?

• Biz Talk Server ProcessorLicence (50)

• Biz Talk Server Ent ProcessorLicence (200)

• Class Server (50)

• Exchange Server Enterprise (30)

• Exchange Server Standard (15)

• Host Integration Server ProcessorLicence (25)

• ISA Server Processor Licence (25)

• ISA Server Ent Edtn ProcessorLicence (75)

• Sharepoint Portal Server (65)

• SQL Server Ent Edtn (30)

• SQL Server Ent Edtn ProcessorLicence (125)

• SQL Server Standard Edtn (15)

• SQL Server Edtn ProcessorLicence (50)

• System Management Server (15)

• Windows Advanced Server (30)

• Windows Server (15)

(numbers in brackets = points)

What servers can be selected? (cont…)

• Content Management Server (200)

• MOM Base Processor Licence (15)

• Windows Server External Connector (20)

• Windows Terminal Server External Connector (30)

• MOM Application Management Pack Processor Licence (15)

• Live Communication Server (15)

• Live Communication Server External Connector (75)

• Exchange Server External Connector (200)

• Project Server (15)

(numbers in brackets = points)

Minimum Order Requirements

• Level A = 50 units and Level B =2500 units

• Units = # of PC’s X # of products

• Example 1: 50 PCs X 1 product = 50 units

• Example 2: 10 PCs X 5 products = 50 units

• Server units calculated by point count for server X number of servers

Student Option

• For student owned laptop/PC

• 100 unit minimum requirement in addition to minimum requirement for institution

• Licence specific number of students instead of entire population

• Institution responsible for management and control

• Perpetual usage rights via buy-out

• Must have School agreement in place

Work at Home Rights

• For staff for work-related purposes ONLY

• Customer elects desktop products they want to have WAH rights for

• excludes SQL CALs, Class Server SAL, TS CALs, MS Press titles and Magic School Bus

• Use at home extended to include pupils using institution-owned laptops

• This is FOC

Flexible Buy-out Option

• No need to convert all Windows, Office Pro and Core CAL licences to perpetual licences

• May acquire perpetual licences for products and quantities desired

School Subscription Process

• Customer signs Master Campus and School agreement

• Also completes the School Subscription document which lists all their purchase requirements

• Needs to be sent via email to distributor for processing

Campus Subscription

Campus Overview

• Further Education and Higher Education Institutions

• Term 1 or 3 years – annual payments

• Licensed to run any version including upgrades and downgrades

• Only sold through LARs/EdLARs

Campus Details

• Choice of desktop products and also servers

• 15% discount on the Primary Product Platform

• Student option

• Flexible buy out

• Welcome pack of media (Office and Windows upgrade only – if customer has chosen these products)

Steps for Campus Subscription

• Count number of eligible FTEs

• Choose products from product list

• Count number of students (if required)

• Choose products from product list

• Choose server products and multiply by number of servers to deploy these on

• Multiply number of FTEs by number of products and number of servers by point count per server

= unit count

What products can be selected?(all products = 1 point)

• Office Professional

• Windows Upgrade

• Core CAL

• Frontpage

• Project

• Class Server SAL(student access licence)

• Encarta

• Live Communication Server CALs

• MS Press Titles

• SQL Server CALs

• Visio Professional

• Visual Studio

• Publisher

• OneNote

What servers can be selected?

• Biz Talk Server ProcessorLicence (50)

• Biz Talk Server Ent ProcessorLicence (200)

• Class Server (50)

• Exchange Server Enterprise (30)

• Exchange Server Standard (15)

• Host Integration Server ProcessorLicence (25)

• ISA Server Processor Licence (25)

• ISA Server Ent Edtn ProcessorLicence (75)

• Sharepoint Portal Server (65)

• SQL Server Ent Edtn (30)

• SQL Server Ent Edtn ProcessorLicence (125)

• SQL Server Standard Edtn (15)

• SQL Server Edtn ProcessorLicence (50)

• System Management Server (15)

• Windows Advanced Server (30)

• Windows Server (15)

(numbers in brackets = points)

What servers can be selected? (cont…)

• Content Management Server (200)

• MOM Base Processor Licence (15)

• Windows Server External Connector (20)

• Windows Terminal Server External Connector (30)

• MOM Application Management Pack Processor Licence (15)

• Live Communication Server (15)

• Live Communication Server External Connector (75)

• Exchange Server External Connector (200)

• Project Server (15)

(numbers in brackets = points)

Minimum Order Requirements

• Level A = 300 units and Level B =3000 units

• Units = # of FTE’s X # of products

• Example 1: 100 FTEs X 3 product = 300 units

• Example 2: 300 FTEs X 1 product = 300 units

• Server units calculated by point count for server X number of servers

Student Option

• For student owned laptops or desktop PCs

• Minimum order requirement = 300 units in addition to minimum requirement for institution

• Licence specific number of students instead of entire population

• Institution responsible for management and control

• Perpetual usage rights via buy-out

• Must have faculty agreement in place

Work at Home Rights

• For staff for work-related purposes ONLY

• Customer elects desktop products they wantto have WAH rights for

• excludes SQL CALs, TS CALs, MS Press titles

• Use at home extended to include students using institution-owned laptops

Flexible Buy-out Option

• No need to convert all Windows, Office Proand Core CAL licences to perpetual licences

• May acquire perpetual licences for products and quantities desired

Campus Subscription Process

• Customer signs Master Campus and School agreement

• Also completes the Campus Subscription document which lists all their purchase requirements

• Needs to be sent via SRT to EOC for processing

Summary

• Select – perpetual licensing for larger institutions

• Student Select – perpetual licensing for Higher and Further Education students

• Open – perpetual licensing for smaller institutions

• Student/Teacher Licence – Office 2003 Standard for Students/Teachers/Parents of students

• School Subscription – annual agreement for Primary and Secondary Schools

• Campus Subscription – annual agreement for Higher and Further Education institutions