Microsoft Volume Licensing€¦ · MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 1 Marilyn Ng Licensing Specialist Microsoft

Cable Technology Association for Marketing 11/18/2008

© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it

should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 1

Marilyn NgLicensing Specialist

Microsoft Thailand Limited

Resources

Types of licenses

Types of volume licenses

Promotion for Select Program

Product Licensing

GGWA Promotion

Software Assurance Benefits

SCCM for your asset inventory






Links available• http://www.microsoft.com/licensing

• http://www.microsoftvolumelicensing.com/userights

• http://www.microsoft.com/licensing/mla/

• http://www.microsoft.com/thailand/offer/ggwa_promo.aspx

• http://www.microsoft.com/thailand/partnerfinder/selectpromo.aspx

Licensing

Licensing is a “tool”

Build & expand opportunities

Short term and Long term impact

When used properly, great results

When used improperly, big headaches

http://www.microsoft.com/licensing

http://www.microsoftvolumelicensing.com/userights

http://www.microsoftvolumelicensing.com/userights

http://www.microsoft.com/licensing/mla/

http://www.microsoft.com/thailand/offer/ggwa_promo.aspx

http://www.microsoft.com/thailand/offer/ggwa_promo.aspx

http://www.microsoft.com/thailand/partnerfinder/selectpromo.aspx

http://www.microsoft.com/thailand/partnerfinder/selectpromo.aspx






70’s mid 90’s 2000-

‘TRANSACTIONAL’

‘Comprehensive’






OpenAcademic

Business

Charity

Government

ValueCompany Wide

Non – Company Wide

Subscription

SelectAcademic

Commercial

Government

Select PlusEnterprise Agreement

Enterprise Subscription Agreement

Campus Agreement

School Agreement

EA 50 (APAC Only)

Independent Software Vendor Royalty Program (ISV Royalty)

Desktop Application Rental (aka Internet Café Licensing)

Standard Rental Agreement (between MS and Leasing companies)

Service Provider License Agreement (SPLA)

Others – (WWLP Pilot Programs)

Grand total – was 127 now 23+1

8

270+ products

38 languages

24 programs

100+ countries

781,000 channel partners

70+ Global Subsidiaries

212,144,435,800,000,000 Variables

Balancing flexibility and complexity to meet your diverse needs






Software = intellectual property

the legal right to install,

use,

access,

display,

run, or

otherwise interact with a software program

Usage rights are controlled by the terms of software license detailed in a license agreement

Customers benefit from License compliance as:

They are protected from incomplete software

They can avail technical services and support

Customer characteristics that determine an appropriate

licensing solution include:

Group

Segment

Structure

Size

Location






Downgrade to any previous version of the software.

Use other language versions of the software.

Copy software onto multiple devices.

Segment Transactional: order licenses for installed software

per device.

SA is optional

Relational: Fixed price per PC per year for fixed set of Microsoft products.

Software Assurance is included

Perpetual* Non-perpetual*

Enterprise customers Select License

Select PlusEnterprise Agreement

Enterprise Subscription Agreement

Small & midmarket customers

Open License

Open Value – non-Company Wide

Open Value –Company Wide

Open Value Subscription

•perpetual: customer owns the licenses at the end of the agreement term

•Non perpetual: customers does not own the licenses at the end of agreement term = subscription






Feature Select Plus Select LicenseEnterprise Agreement (EA)

Ordering Unique customer ID represents a single business entity

Enrollment number representing one or more businesses that expire

Enrollment number representing one or more businesses that expire

Asset Management

View all assets across the organization using a single Lead Affiliate customer ID

Manage licenses and Software Assurance benefits across all affiliates under one business entity

Managed by one agreement number

Managed by one agreement number

Term Never expires

Three year enrollment

Three year Master Agreement

Three year enrollment

Non-expiring Master Agreement

Program Qualification

Per Pool

Qualify with an existing EA, EAS, or CASA. Price level is set and compliance is waived

Qualify with a Select License or other Volume Licensing agreement. Initial price level set but no compliance waiver

New customer purchase is a minimum of 500 points

Customers can purchase under single pools. If customers purchase under multiple pools, they must qualify with 500 minimum points per pool

Provide a forecast

Qualify with an existing Enterprise Agreement.Price level is set and compliance is waived

Based on initial order

Purchase Minimum and

Compliance

Purchase minimums waived for customers with active EA, EAS, or CASA

Compliance

If you are at Level A (or an academic or government customer) the previous year, you must qualify for 500 point minimum to continue purchasing under Select Plus

If you are at Level B-D and do not meet the minimum, the price level changes (e.g., moving from Level C to Level B) for that pool the following year

Purchase minimums waived for customers with active EA or EA Subscription

Compliance

1,500 points per pool over three years

Price level can be lowered multiple levels in a single compliance check

250 desktops minimum

Company-wide for platform products

Feature Select Plus Select LicenseEnterprise Agreement (EA)

Pricing

Select Plus pricing same as Select

Automatic tiered pricing when next price level is achieved

Set at lead affiliate (organization-wide)

Commercial Levels A-D by pool

Academic/Government has single tier price point

Annual compliance level down by pool

Select pricing same as Select Plus

Contractual Forecast

Set at Master Agreement


Academic/Government has single tier price point

Annual compliance level up or down by pool

Based on initial order

Platform products by pool

Additional program price incentives


Government has single tier price point

Available Channel Partner

Large Account Reseller* Large Account Reseller* Large Account Reseller

Software Assurance

Option to add full 36 months of Software Assurance, with no proration

Software Assurance Membership (SAM) available

Option to add Software Assurance prorated to prior anniversary

Software Assurance Membership (SAM) available

Included as part of the EA, prorated to six months on True-up

Online Services

One-year Subscription or align to affiliate anniversary

One-year subscription or align to agreement end date

One-year subscription or align to agreement end date

Microsoft Financing

Integrate financing line of credit extended under separate agreement. Credit approval coming as part of eAgreements. Note: This is only available in regions that have Microsoft Financing

Integrate financing line of credit extended under separate agreement. Credit approval coming as part of eAgreements

Integrate financing line of credit extended under separate agreement. Credit approval coming as part of eAgreements

* Two-tier or direct model available for Select Plus in countries that currently have those models for Select.






Enterprise Volume Licenses allow the ability to include a wide choice of company structures & businesses

Defined in Master Business Agreement (MBA) as:Any legal entity that you own

Any legal entity which owns you

Any legal entity which is under common ownership with you

“Own”: lead customer owns more than 50% of the shares

MBA allows any part of an organization to sign up

$0.00

$20.00

$40.00

$60.00

$80.00

$100.00

$120.00

Ax

is T

itle

Example Pricing

Example Pricing






Applications:Desktop applications like Office, Project, Visio, OneNote, InfoPath, etc.

Developer products like Visual Studio, MSDN Universal, etc.

Servers:All server products like Windows Server, SQL Server, Exchange Server, BizTalk Server, etc

All associated Client Access Licenses (CALs)

Systems:Desktop operating system only






Desktop Operating SystemVista Business/Vista Enterprise

Desktop Applications Office 2007/Visio/Project

Developer Tools Visual Studio/MSDN

Online Services Forefront/Exchange Hosted Services

Servers - Operating Systems

Windows Server 2008

Servers – Server/CAL

Exchange/MOSS

Servers - Management Servers

SMS/MOM

Servers - Per Processor

SQL/Biztalk/Commerce

Servers – Specialty Servers

Virtual Server/MOM Workgroup

This agreement consists of (1) signature formMicrosoft Business Agreement or Microsoft Business and

Services Agreement Product List Product Use Rights






MBSA/Agreements/EnrollmentsTransfer Rights/Reassignment Rights Downgrade Rights/Cross Language Rights

How to pay/order

Restrictions on use (rent, lease, lend or host for third parties)

Product Use Rights (PUR)Single document covers all products in all programs9 License Models- 54 ExceptionsUpdate Quarterly (http://www.microsoftvolumelicensing.com/userights/pur.aspx)

Product ListList of Products and promotions available in each VL programsPoint Tables for each product license (Open Volume and Select)Special Migrations/downgrade pathSoftware Assurance BenefitsUpdated Monthly (http://www.microsoftvolumelicensing.com/userights/PL.aspx)

Volume Licensing Briefs(VL briefs)Not legal document but must-readSeries of documents(35-40) on specific product licensing topicsSome must-read documents for full understanding of Virtualization customer can download at http://www.microsoft.com/licensing/resources/volbrief.mspxUpdated as needed

Right OEM LicensesFull Packaged

Product (FPP)

Volume

Licensing

2nd copy of Windows on same

computer- -

2nd copy of application on portable

computer-

Cross-language use rights - -

Downgrade Windows -

Downgrade Office - -

Downgrade servers 2

Reimaging Windows 1

1

Reimaging Office - -

Reimaging servers - -

Add SA for Windows

Add SA for Office -

Add SA for servers

1. In order to re-image Windows XP, customers need Volume Licensing media plus a Volume License Key (VLK). Any purchase order for Windows XP

Professional SA or Upgrade will yield such a VLK, e.g. an Open License for one Windows XP Upgrade license + 4 Windows CALs.

2. Some products such as Windows Server 2003 may be downgraded, even if bought through FPP.

http://www.microsoftvolumelicensing.com/userights/pur.aspx

http://www.microsoftvolumelicensing.com/userights/PL.aspx

http://www.microsoft.com/licensing/resources/volbrief.mspx






Customers using desktop application software may:

Install and use one copy, any component,

and any prior version of the software on a

licensed device.

Install one copy of the software on a

networked device.

Install another copy of the software on a

portable device, to be used exclusively by

the primary user of the licensed device.

QUESTION: How many Microsoft

Office licenses do you need to buy?

Company has 5 PCs & 3 Employees. 1 Employee uses multiple PCs. Office

is used on all 5 PCs, but no more than 3 at a time.








ANSWER: You need 5 Office

licenses.

Remember:

Office is licensed per device

1 license per device

No concurrent licensing of Office

Company has 5 PCs & 3 Employees. 1 Employee uses multiple PCs. Office

is used on all 5 PCs, but no more than 3 at a time.



ANSWER: You need 5 Office

licenses.

Company has 5 PCs & 10 Employees (2 shifts of 5). 2 Employees

use each PC & Office is used on all 5 PCs by all 10 employees.

Quiz

Remember:

Office is licensed per device

1 license per device

No concurrent licensing of Office






A customer who has acquired a Desktop OS license may:

Allow only one user to use the software at a time, with the exception

of Device Connections.

Install a prior version in place of the licensed version for either or both

copies of the software.

Use the copies on the device on which they were first installed.

Use the software on up to two processors on that device at one time.

Also access and use the software using remote access technologies.

If I buy Win Vista Home or Home Premium in OEM or Retail I can buy Win Vista SA only if I do that before 90 days from the date of purchase.






If I buy Win Vista Home or Home Premium in OEM or Retail I can buy Win Vista SA only if I do that before 90 days from the date of purchase.

FACT – Win Vista Home or Home Premium and Win Vista Enterprise are different products and SA is product specific – this would result in a mislicensed PC

I have an EA so I can buy a naked PC since I have all the OS I need.






I have an EA so I can buy a naked PC since I have all the OS I need.

FACT – in all Volume License programs we ONLY sell upgrades.

FACT – an OEM L or VL OS Upgrade are not able to be reassigned to any other PC other than the one on which they are first installed.

FACT – attempting to do this would result in a desktop PC that is NOT legally licensed






Licensing on a per developer basis allows developers to:

Install and use the application on numerous devices, provided that

only the designated developer uses the application.

Use the application only for:

Designing

Testing

Demonstration

Development

Licensing Model Licenses Required

Servers – Operating SystemsServer license + CAL + optional

external connector

Servers – Server/CALServer license + CAL + optional

external connector

Servers – Management ServersServer license + device management

license

Servers – Per Processor Per processor license

Servers – Specialty Servers Server license

Microsoft servers can be licensed according to the following five licensing

models.






Server license for each server

CALs are associated with each client device or each user

Each device accessing the server must have a device CAL or each user accessing the server must have a user CAL

Device CALsUser CALs

John Smith logs onto 5 different PCsJohn Smith logs onto Server as:

JsmithJohnsJohn_smithJ.smithJohn.SmithSales1Sales2

Answer?:

5 Device CALs

1 User CAL

7 User CALs

7 Device CALs

1 Device CAL

5 User CALs






John Smith logs onto 5 different PCs

John Smith logs onto Server as:Jsmith

Johns

John_smith

J.smith

John.Smith

Sales1

Sales2

1 User CAL is all that is needed!

* NOTE: If John Smith logs into a Windows Server & an Exchange Server, he would require a User CAL for each.

Save $ by licensing

properly!

One processor license for each physical processor on the server

No CALs required

Covers all internal and external use

Internet






Required in addition to server license

Covers access to server by "External Users” (*definition inserted here)

Does not cover access by employees

Does not cover hosting

External

Connector

Internet

External User

Enterprise Edition

• 20 databases

• Clustering

Standard Edition• Two databases (one private,

one public)

E2003 Server SKUs E2007 Server SKUs

Enterprise Edition•50 databases

•Clustering

Standard Edition

• 6 databases

• Log Replication

Greater scalability to

medium and large orgs

with many users

Primary Target

Enterprise/UMM

Support for smaller orgs

with limited users

Lower price for server

roles that don’t require

EE scale features

Primary Target

LMM/Small Business

(included in SBS and

MM offerings)

Concept






Exchange CAL

Price/user or device• Full Client Access • Shared Calendaring • Mobile Device Access

E2003 CAL SKUs E2007 CAL SKUs

Exchange Enterprise CAL

Price/user or device• Unified Messaging • Compliance Management• AV/AS (Hosted or Onsite)

Exchange Standard CAL

Price/user or device• Full Client Access • Shared Calendaring • Mobile Device Access• Basic Anti-Spam

E2007 Server SKUs: Scalability

Enterprise Edition•50 databases•Clustering

Standard Edition• 6 databases• Log Replication

E2007 CAL SKUs: Features

Exchange Enterprise CAL

Price/user or device• Unified Messaging • Compliance Management• AV/AS (Hosted or Onsite)

Exchange Standard CAL

Price/user or device• Full Client Access • Shared Calendaring • Mobile Device Access• Basic Anti-Spam

* Exchange Standard CAL required for Exchange Enterprise CAL






Customers:

May install and use one copy of the server software on one server.

May install and use, on any device, any additional software listed in the

PUR.

Must acquire a server license for each individual server being used.

Must acquire appropriate number of device or user CALs.

May acquire an External Connector that is linked to the server rather than to

the client.

Standard Licensing Terms*

Microsoft Windows XP Pro

Windows Server 2003 CAL



Client Licenses



Windows Server 2003

External Connector License

The Internet

External User

CAL

CAL

External User

Server Licenses

Exchange Server

Windows Server 2003

Terminal Licenses


Terminal Server CAL

Exchange CAL






Separate server software licenses are required for each processor on

the server, except processors that cannot access any copy of the operating

system on which the server software is run.

Any number of copies of the server software can be installed on the server.

CALs are not required for other devices accessing the server software.

Any additional components that are listed in the PUR document may

be installed and used on any device.

Standard Licensing Terms*

The Internet

Data Analyzer

Terminal Licenses

Windows CAL

Terminal Server CAL

Data Analyzer

Windows CAL

Data Analyzer

Windows CAL

Client Licenses

Data Analyzer

Windows CAL

Server Licenses

4 SQL Processors Licenses

Windows Server 2003

4 Processors4 SQL

Processor

Licenses

Data Analyzer






QUESTION: They want to run Office

from the File Server (or Terminal Server).

Do they need to buy anything ?

Company has 5 PCs with 5 OEM Office licenses.

OEM

Office

License

OEM

Office

License

OEM

Office

License

OEM

Office

License

OEM

Office

License

QUESTION: They want to run Office from the File

Server (or Terminal Server). Do they need to buy

anything ?

ANSWER: Yes, OEM Office has no network use

rights. They need (5) Office licenses with network

use rights.

Company has 5 PCs with 5 OEM Office licenses.

Remember: 2 Questions:

1) How many licenses?

2) What kind of licenses?

OEM

Office

License

OEM

Office

License

OEM

Office

License

OEM

Office

License

OEM

Office

License






New Version Rights

Spread Payments

Windows® Vista Enterprise

-Virtualization rights

-MDOP Option

Training Vouchers

E-Learning

Home Use Program

Employee Purchase Program

Enterprise Source License Program

Desktop Deployment Planning Services

SharePoint Deployment Planning Services

Exchange Deployment Planning Services

Business Value Planning Services

Windows® Fundamentals for Legacy PCsExtended HotfixSupport

24x7 Problem Resolution Support

TechNet Subscription

Cold Backup for Disaster Recovery

“I can have a backup copy for disaster recovery for all my server products.”






“I can have a backup copy for disaster recovery for all my server products.”

FACT – If you have SA for your servers then Yes – you CAN had a DR copy on “cold” backup servers.

Automated delivery of OS

and supporting information

Define

Configuration

standards, maintain

compliancy

Control what workloads to

update when: explicit

targeting and scheduling

for server,

desktop and devices

Define configurations,

partition model, OS,

drivers and application

suite

Learn what you have before

deployment or migration

Asset Intelligence

HW/SW Inventory

Software Update

Software Distribution

Production Support

Configuration

Management

OS Deployment

Client/Server

Design






• Asset Intelligence translates

inventory data into information

• Rich reports that help optimize

software and hardware usage

• Improved control of IT systems

helps ensure they comply with a

defined desired state

• Enhancing availability, security

features and performance

• Streamlining your systems

compliance efforts

• Microsoft and third party best

practice configuration knowledge

improve configuration definition and

maintenance

• Simplify administration through

improved usability and services

Enhanced Insight and Control

…

Used

Licensed

Asset

Intelligence

Deployed

…

Secured

Compliant

Desired

Configuration

Best Practices

Enables better business decisions about software licensing through the automated collection of inventory data correlated against a catalog

Meter and report on the deployment and use of physical and virtual applications for better license compliance

Tracks Windows and Exchange CAL usage

Customization to enable software categorization mapping to your enterprise taxonomy

SP1 includes a “live” connection and community integration

Top Software

Products Installed











KPMG is one of Microsoft’s Certified Partner for SAM engagements

Questions asked during SAM process assessments are:

How can I know and monitor number of computer in my environment?

How can I know and monitor number of software installed at clients?

How can I know statistic that my users use their requested software?

Can I see and build a report for executive management?

How can I manage or build SAM in my organization?

Can you provide sample of SAM tool before we decide to invest?

How Microsoft tool support SAM?

Therefore KPMG decides to set up an area in KPMG for “SCCM Demo Center” in order to simulate office environment that uses SCCM to manage IT assets such as software and hardware.

To visit Contact:

KPMG Phoomchai Business Advisory Ltd.Pavit Mekmok

Title : Executive Director, IT Advisory

Email : [email protected]

Tel: 085-980-2200

5 days advanced notice required

58

Documents

Microsoft Volume Licensing€¦ · MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 1 Marilyn Ng Licensing Specialist Microsoft