WindowsEmbeddedLicensing McAuliffe

8/11/2019 WindowsEmbeddedLicensing McAuliffe

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TOBY MCAULIFFE

ACCOUNT MANAGER

MICROSOFT CORPORATION


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Channel TargetCustomer

Products Use Rights

Royalty OEMs (large tomedium)

Desktop OS,servers &applications

Standard OOBE,general purpose PC

System Builder System Builders(small OEMs) Recent versions,desktop OS, servers& applications

Standard OOBE,general purpose PC

Retail End Users, smallbusiness (indirect)

Desktop OSupgrades, servers &

applications

Standard install,no redistribution

Volume

Licensing

Small Business,Enterprises(direct)

Desktop OSupgrades, serversand applications

Standard install,no redistribution

(internally)


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System Builder Channel Embedded Channel

General purpose PCs

CD & manual

Product activation

Dedicated / embedded Devices

Ability to create recovery media

Longer product lifecycle

Option to implement OEM activation

Lower cost

COA label only

Embedded specific productsWin CE, XPE, WEPOS


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Same Windows Technology you know and love butwith license restrictions that govern and restrict use

Lowest cost structure available from MS

Longest product availability and support lifecycle

Ability to create recovery media

OEMs can utilize third parties for integrationservices and supply chain services

Ability to customize/replace Windows shell


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OS must be preinstalled

No general purpose computing

Must have an embedded application

Non-Desktop technologies


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Windows CE

Windows EmbeddedStandard

Windows EmbeddedPOSReady

NT Embedded (NTe)

Vista

XP Pro

Win 2000 Pro

Windows NT

DOS

Windows Server

Win Server Appliance

Win Storage Server

Win ISA Server

Win Telecom Server

SQL Runtime

Data Protection Mgr


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Full software products, not stripped down versions.The difference is in the licensing provisions

Embedded licensing provisions tailored toembedded system OEM/SI business models

15 year product

OEM may ship custom system image recovery media

OEM Activation (OA) available for qualifying partnerseliminating the need for OS activation

Lower cost due to dedicated functionality


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Appliances & Specialized ServersWindows Server 2008 for Embedded Systems

StorageWindows Unified Data Storage Server 2008 (Q109)

SecurityMicrosoft Internet Security and Acceleration Server 2006Microsoft Intelligent Application Gateway 2007

TelecommunicationsWindows Server 2008 for Embedded Systems TelecommunicationsExchange Server for Embedded Systems Voice Mail Runtime Edition

Server ApplicationsMicrosoft System Center Data Protection Manager 2007 (Backup)

SQL Server

2008 Runtime Edition for Embedded Systems (Backend database)


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Product Name GeneralAvailability

ProductDistribution

End Date

Microsoft Windows Professionalfor Embedded Systems

Microsoft Embedded CE 6.0 Operating System(Toolkit and Runtime), all versions

Microsoft Windows XP Embedded(Toolkit and Runtime), all versions

Microsoft Windows Embedded for Point

of Service 1.x, all versions

Microsoft Windows Embedded Standard

Microsoft Windows POSReady 2009

December 31, 2001

November 11, 2006

January 30, 2002

May 24, 2005

November 1, 2008

January 1, 2009

December 31, 2016

February 28, 2022

January 30, 2017

May 24, 2020

November 1, 2023

February 11, 2024


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Pre-sales Business Development Distribution

Pre-sales AgreementExecution

Kit Delivery Development ProductOrdering

Manufacturing OEMDistribution

1 2 3 4 5 6 7

CLA Administration

ProcessCLA an ARA management andprocessing in MOO handled bydistributor administrator

Sales-out Reporting Distributor submits monthly

sales-out reports via MOO MS invoices distributor Distributor submits payment

Indirect Embedded OEM Licensing Stages

OEM Customer

contactsdistributor todiscuss thebusinessopportunity

Distributor & OEMdiscuss the OEMCLA, ARA & ATs

For eligibleproducts, OEMobtains evaluationsoftware orpurchases atoolkit

Distributorprovides courtesycopy ofappropriate ATs

OEM signsOEM CLA &

ARAs (Part 1 &2) & returns 2signed copies todistributor

Distributorentersagreement intoMOO & submitssigned copiesto MS

MS

countersigns &returns oneoriginal copy tothe OEM

For non toolkitproducts,distributorprovides theOEM with anOPK

Distributororders theOPK usingSOC tools inMOO

OEM or thirdpartyintegratordevelopsimage usingtoolkit or OPK

Product keyentered, ifneeded

OEM contacts

distributor toorder COAs &

APM Distributor orders

& receives theCOAs & APMfrom the AR &supplies to theOEM

Distributor canship to outsourcemanufacturer iflicensed

OEM pays thedistributor directly

OEM oroutsourcemanufacturerreplicatesimage

Install imageusing runtimekey if reqd

Affixes COA Includes

license terms Completes

packaging

OEM oroutsourcemanufacturerdistributesEmbeddedSystem withCOA & licenseterms


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1

OEM Customer contacts distributor to discussthe business opportunity

Distributor & OEM discuss the OEM CLA, ARA & ATs

For eligible products, OEM obtains evaluation software or

purchases a toolkit

Distributor provides courtesy copy of appropriate ATs


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2

OEM reviews and signs the Microsoft OEMCustomer License Agreement (CLA)

What is the CLA?The Microsoft OEM Customer License Agreement for Embedded Systems ("OEM

CLA") is the agreement that an OEM Customer must sign in order to license MSProducts through the distribution channel

The OEM Customer must have an active OEM CLA in place prior to distributing anEmbedded System with an Image installed that includes an MS Product

MS Distributors facilitate the licensing process between the OEM Customer and MS.

The OEM CLA includes the general terms and conditions that govern the licensingof MS Products

The OEM CLA also includes the Third Party Integrator Schedule("Integrator Schedule")

Following MS approval, this Integrator Schedule gives the OEM Customer the right toengage a third party company ("Integrator") to use the MS Product Deliverables tocreate and test an Image, applications or software drivers for an Embedded Systemon behalf of the OEM Customer

CLA is an umbrella agreement no commitment to product,

volume or price is required


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(continued) 2

CLA 4.0 Updates and Changes

Clarifies additional software and support software meaning,source and installation rights/obligationsAddresses the role of the OEMs channel and the OEMs

associated obligationsIntroduces Third Party Software Provider scenario with the ability to

install additional softwareIntroduces the Outsource Manufacturer concept to replace theThird Party Installer model

Modifies rights and restrictions associated with Update &Recovery ImagesAllows the use of MS binaries for testing purposesExtends the OEM CLA to a two year term


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(continued) 2

OEM reviews and signs AdditionalRights Agreements if appropriate

The Additional Rights Agreements ("ARAs") provide OEM Customers

with additional license grants, above and beyond the rights grantedin the OEM CLA, in relation to the manufacturing and distribution ofEmbedded Systems that include MS Product.

OEM Customers must first have an active OEM CLA in place beforeenabling any additional license grants available under the ARAs

Microsoft OEM Customer License Agreement forOutsource Manufacturers

Microsoft OEM Customer License Agreement for Field Upgrade("Field Upgrade Agreement)

Microsoft OEM Customer License Agreement for Use of Third PartyBrand Names and Trademarks ("Third Party Brand Name Agreement)


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3

Distributor provides OEM with the toolsto get started

OEM Pre-Installation Kits (OPKs) no charge

DesktopServerWindows Embedded Standard POSReady

Toolkit for Windows CE and/or Windows

Embedded Standard - $995Platform Builder Windows CETarget Designer Windows Embedded Standard


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4

OEM or third party integrator developsimage using toolkit or OPK

Product key entered, if needed


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Purchase and affix Certificate of Authenticity(COA) to each device

OEM contacts Distributor to order the COA, and any AssociatedProduct Materials (APMs) that must ship with the Embedded system

Distributor orders COAs and APMs from Authorized Replicator (AR),

and delivers to the OEMDistributor can ship to Outsource Manufacturer (OM) if licensedOEM pays the Distributor directly

5


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OEM Manufactures end product

OEM or Outsource Manufacturer replicates imageInstallation of Image using runtime key if requiredCOA is affixed to Embedded device

License terms are included to complete packaging

76

OEM Distributes end product

OEM or OM distributes Embedded Systems with COAand License Terms


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OEM

Distributor


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www.windowsembedded.com

www.xppro2016.com

Mobile and Embedded CommunicationsExtranet (ECE) post-CLA signing
http://www.windowsembedded.com/http://www.xppro2016.com/http://www.windowsembedded.com/http://www.xppro2016.com/http://www.windowsembedded.com/

Documents

WindowsEmbeddedLicensing McAuliffe