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Licensing Expert Series Microsoft Volume Licensing Program Fundamentals 11 2013 Final

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    Microsoft Volume Licensing

    Programs’

    Fundamentals

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    Transformational Trends

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    Consistentplatform &ConsistentLicensing

    The Cloud OS

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    Licensing Software and Services

    Software is intellectual property and licensesprovide the right to use the software and definethe conditions of use.

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    i.e., Windows 8

    What requires a Software License?

    1. Operating systems2. Client Applications3. Server Applications4. Users or devices accessing the serv

    software (CAL-Client Access LicensEC - External Connector License)

    i.e., Office 2013

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    Ways to Purchase a Software License

    Full PackagedProduct (FPP) Volume LicensingOEM

    Product use rights govern how products may be used and these vary by product, pro

    AND by the channel through which the license was purchased.

    On

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    Full Packaged Product or “FPP”

    Full PackagedProduct

    (FPP)

    Details:

    Agreement with Microsoft

    Use rights are documented in the RLicense Terms

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    Preinstalled OEM

    Volume Licensing

    Details:

    Agreement with OEM or System Bu

    Use rights are documented in the OLicense Terms

    OEM

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    Online Services

    Volume Licensing

    Details:

    Agreement with Microsoft, Advisor,Syndication Partner

    Use rights are outlined in the ServicProvider agreement and/or ProducUse Rights

    Online Services

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    Volume Licensing

    Volume Licensing Details:

    Agreement with Microsoft

    Use rights are documented in theProduct Use Rights document (“PU

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    Microsoft’s Licensing PrinciplesLicensing must evolve to support new business realities

    Best value wh

    existing invest

    Simplify purchasing and license

    compliance

    Embrace new user workstyles

    and infrastructure deploymentchoice

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    Benefits of Volume Licensing

    Pricing Advantageswith predictable costsand volume discounts

    available

    Greatest flexibilitywith program choicesfor organizations of

    varying sizes and theability for combined on-

    premises software andCloud Services

    Access to enterprisegrade solutions andSoftware Assurancebenefits to maximize

    your IT spend

    Staprovi

    deployof pro

    o

    Flexible and convenient payment options through Microsoft Payment Solutions* tosolve budget and cash flow issues and to help manage their cash flow more strategically

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    Key Software Assurance BenefitsTechnology, Services & Support

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    Volume Licensing Program Differentiato

    Agreement length

    2 years

    3 years

    Payment options*

    Upfront

    Annually

    Agreement structure

    All PCs

    Cloud Services

    Perpetual vs. non-perpetu

    Organization Size

    Number of PCs and users

    Initial orders and price levels Softwa

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    Volume Licensing Programs

    SA included   SA included  

    All devices*  

    SA included   S

    All devices*   A

    • An organization-wide Desktop Enrollment is required for all qualified devices.

    **The Enterprise Subscription Enrollment is an Enrollment under the Enterprise Agreement.

    SA is optional

    SA is optional

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    Open Programs’ Details

    *An organization-wide option means that customers commit to one of three Microsoft Enterprise Products for all desktops/users inthe organization and achieve standardization of tecbenefits as well as other benefits

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    Benefits of the Open Programs

    Optimal for organizations that want to:

    Generally receive a pricing advantage over retail Simplify license management Standardize their IT infrastructure Maximize their investment with Software Assuran

    Upgrade at any time without having to track versnew agreements.

    Transact all licensing needs through a local reselle

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    Select Plus Program Details

    1 Select Plus

    For organizations with 250+ desktop PC Software Assurance is optional Non-expiring Agreement Upfront or Spread Annual Payments Customers purchase perpetual licenses Purchase licenses as needed

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    Benefits of the Select Plus Program

    Savings with volume purchases across the o Flexibility to acquire licenses, as needed and

    with a non-expiring agreement Centralized license management A single, organization-wide agreement offe

    pricing level for all departments and affiliates Centralized and affiliate-level reporting

    Optimal for organizations that want:

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    Enterprise Agreement (EA) Program De

    1nterprise Agreement

    250+ PCs, devices/usersSoftware Assurance Included3-year AgreementRequires Desktop Enrollment

    Annual Payments &Reconciliation (True Up)

    Perpetual LicensesPurchase licenses as needed

    250+ PCs, devices/usersSoftware Assurance IncludedSubscription AgreementRequires Desktop Enrollment

    Upfront or Spread AnnualPayment

    Non-Perpetual LicensesOrganization-wide Option

    Enterprise Subscription

    Enrollment

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    Benefits of the Enterprise Agreemen

    The best available pricing Comprehensive Software Assurance Standardized IT Ability to acquire both on-premises a

    services under a single agreement Flexibility to “Transition” to or “Add” O

    services at their own pace The New - Server and Cloud Enrollm

    which delivers cloud-enabled and soltechnology suites and access to Windour best pricing, terms and benefits

    Optimal for organizations that want:

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    Optimize your IT budget withcloud service subscriptions andsoftware licenses that align toyour users’ needs.

    Address your users’ needs withboth on-premises software andcloud services, adjusting when itmakes sense for your business

    Streamline softwand license manone agreement fMicrosoft on-preand cloud servic

    Additional Enterprise Agreement Be

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    Enterprise Subscription EnrollmentBenefits of subscribing to rights to use Microsoft products &

    Increase or decrease subscriptionquantities for fluctuations inworkforce and reconcile onceyearly

    Lower initial costs Licenses are subsoftware usage awhen the subscr(non-perpetual)

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    Simplifying the Enrollment LandscaReducing the number of enrollments

    Other licensingprograms:Select or Open EAadditional products

    EnterpriseEnrollment:Windows, Office,

    CAL Suites

    EAP:SQL Server,

    Developer Tools

    EnterpriseAgreement

    Before

    ECI:Windows Server +

    System Center

    EWA:Windows Azure

    EnterpriseEnrollment:Windows, Office,

    CAL Suites

    SCE:SQL Server,

    Windows Server +

    System CenterDeveloper Tools

    Windows Azure

    EnterpriseAgreement*

    Today

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    Enterprise Agreement Enrollments

    • Cost-effective way to license Microsoft solutions to meet organizational objectives.

    • Enrollment agreement structure allows for the easy addition of new products, services,

    options to better support future licensing and deployment scenarios

    For device OS and end user productivity

    (i.e. Windows, Office Pro Plus, O365, CAL suites)

    Enterprise Enrollment

    For on-premises, cloud and hybrid en

    Preferential vehicle for Windows Azur

    Server and Cloud Enrollm

    h ll l

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    The Enterprise Enrollment Details

    Get attractive volume pricing forMicrosoft core PC anddevice products

    Deploy additional products as needed,then account for any increases onceannually

    Add Cloud servicyour pace and w

    ApplicationsOperating

    System

    Windows OfficeC

    Ent

    Equip devices and users with on-premises or cloud-

    based versions of icro

    desktop products

    S & Cl d E ll t (SCE)

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    *For qualifying customers with Premier Service that meet minimum order requirements.

    Server & Cloud Enrollment (SCE)

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    Mo ing to SCE

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    EAP customers can renew their installed basecommitments in the SCE

    Additionally, customers will now have moreseamless access to Windows Azure, new more

    flexible subscription options and a standardizedset of discounts with the Enterprise Agreement

    With an installed base cSCE, customers have accand terms, new subscripWindows Azure benefits

    Customers not making commitments to the Cocan license it through oprograms, with no dedicminimums

    Moving to SCE

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    Software Assurance

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    Software Assurance

    PerpetualLicensewithout SA

    Perpetual

    Licensewith SA

    Non-PerpetualLicense w/ SA

    Start of agreement

    End of agreement

    2 or 3 years depending on agreement 

    Make additional purchases at sameprice level

    Make additional purchases at same

    price level and use SA benefits

    Make additional purchases at same price leveland use SA benefits

    Continue to use license for versio

    No option to purchase SA

    Start a new agreement to purcha

    versions

    Renew Software Assurance OR 

    Don’t renew SA, continue to use

    current at the end of the agreem Start a new agreement for future

    Renew Agreement OR 

    Buy-out to convert licenses to pe

    Un-install software

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    Office 365 at a Glance

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    Office 365 at a Glance

    The Enterprise Agreement & Cloud

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    The Enterprise Agreement & Cloud

    The Enterprise Agreement (EA) is

    cost effective way for large entercustomers to purchase and mana

    • Access the latest Microsoft tec

    • Subscription or perpetual opti

    Cloud Ready -Customers canTransition When itMakes Sense

    License software and cloudservices all in one agreement

    Flexibility to Add orAdjust Products andServices

    Match workloads of differenttypes of users when needed

    StreamlinedAgreementStructure

    Simplifies administration andmanagement

    Move Between On-Premises and Cloud

    Responsive to changes inbusiness requirements orexpectations

    Optthe

    User-c

    The Enterprise Agreement and Off

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    The Microsoft Enterprise Agreementprovides flexibility to meet the current and future needs of companusers online, at their own pace, with licensing options for each worthrough a single agreement.

    The Enterprise Agreement and Off

    New!

    Office 365 Add-onsA simple, low-cost way for customers to add Office 365 services atmaintaining their current Enterprise Agreement and Software Assu

    TransitionsOption that provides a way for customers to transition to Office 36Transitions provide the optimal long-term licensing option for custcommitted to Office 365 services.

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    Simple Licensing for Office 365

    Easy

    The underlying EAdoes not change.

    SA benefits are

    retained, includingrights to new versions.

    Great Price

    Pricing recognizesexisting investment inOffice and CAL Suites.

    Preserves EA discountsforon-premises andvolume discounts foronline services.

    Flexible

    Add Office 365 at anytime, for any number ofusers, to any workload.

    A simple, low-cost way for customers to add Office 365services at any time, while maintaining their currentEnterprise Agreement and Software Assurance benefits

    O A t d Offi 365

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    Microsoft Volume Licensing customers can now based Office 365 to Open License, Open Value, aValue Subscription agreements.

    Discounted price of Office 365 is available for OWide commitment customers in Open Value andValue Subscription, called Office 365 Open Value

    Open Agreement and Office 365

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    Microsoft Payment Solutions

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    Microsoft Payment Solutions

    Defer making any payments for up tosix months when there is animmediate need but budget isn’t

    available till the next fiscal year

    Pay less in the near term and thenincreases payments in later periodswhen more funds are available

    Spread the annual Sincluding any true-of the contract term

    predictable paymen

    Manage payment timing &Close budget gaps

    Manage cash flow strategically Align payme

    Microsoft Payment Solutions helps customers expand their IT purchasing power acash flow with an easy, flexible and affordable payment plan aligned to their bud

    Microsoft Payment Solutions is available in United States, Canada, United Kingdom, Germany, Spain, Belgium, France, Italy, Switzerland, The Netherlands, Australia, New Zealand, JapanFor informational purposes only. This does not constitute an offer of credit by Microsoft or any a ffiliate of Microsoft. To receive financing, a customer must be credit-approved by the aprovider. The payment solutions documentation sets forth the terms and conditions on which financing is offered.

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    Customer with over 250 PCs

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    Scenario

    A customer with over 250 PCs would

    like Software Assurance coverage andthe ability to standardize on the

    Microsoft Core Infrastructure Platform

    organization-wide.

    Which Microsoft Volume Licensing

    program best fits this customer’s

    scenario?

    CheckYour

    Knowledge

    Customer with over 250 PCs

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    Scenario

    A customer with over 250 PCs would

    like Software Assurance coverage andthe ability to standardize on the

    Microsoft Core Infrastructure Platform

    organization-wide.

    Which Microsoft Volume Licensing

    program best fits this customer’s

    scenario?

    CheckYour

    Knowledge

    Solution:

    The Server & Cloud E

    the Enterprise Agreem

    Customer Purchasing Perpetual License

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    g p

    Scenario:

    A customer with 75 PCs is interested

    in Microsoft Volume Licensing’spricing advantage and wants to

    purchase perpetual licenses with

    Software Assurance while maintaining

    the flexibility to purchase licenses as

    needed.

    Which Microsoft Volume Licensingprogram(s) provides the best option

    for this customer’s needs?

    CheckYour

    Knowledge

    Customer Purchasing Perpetual License

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    g p

    Scenario:

    A customer with 75 PCs is interested

    in Microsoft Volume Licensing’spricing advantage and wants to

    purchase perpetual licenses with

    Software Assurance while maintaining

    the flexibility to purchase licenses as

    needed.

    Which Microsoft Volume Licensingprogram(s) provides the best option

    for this customer’s needs?

    CheckYour

    Knowledge

    Solution:

    Open or Open Value

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    Customer with Affiliates

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    Scenario:

    A customer with 250+ PCs needs

    flexibility to acquire licenses asneeded by department with a non-

    expiring agreement.

    Which Microsoft Volume Licensing

    program best fits this customer’s

    scenario?

    CheckYour

    Knowledge

    Solution:

    The Select Plus progr

    purchasing flexibility customer and provid

    agreement.

    Small Customer Requires Predictable B

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    Scenario:

    A customer with 35 PCs wants

    predictable budgeting year over yearwith price protection and the

    flexibility to increase or decrease

    quantities of licenses to

    accommodate fluctuations in their

    workforce.

    Which Microsoft Volume Licensingprogram provides the best option for

    this customer’s needs?

    CheckYour

    Knowledge

    Small Customer Requires Predictable B

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    Scenario:

    A customer with 35 PCs wants

    predictable budgeting year over yearwith price protection and the

    flexibility to increase or decrease

    quantities of licenses to

    accommodate fluctuations in their

    workforce.

    Which Microsoft Volume Licensingprogram provides the best option for

    this customer’s needs?

    CheckYour

    Knowledge

    Solution:

    Open Value Subscrip

    Customer to Add Office 365 at a Later

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    Scenario:

    A customer with over 250 PCs is

    interested in adding Office 365 cloudservices at a later date to

    accommodate fluctuations in the

    organization’s workforce.

    Which Microsoft Volume Licensing

    program will provide this customer

    with the flexibility they need to moveto Office 365 after signing an

    agreement?

    CheckYour

    Knowledge

    Customer to Add Office 365 at a Later

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    Scenario:

    Scenario:

    A customer with over 250 PCs isinterested in adding Office 365 cloud

    services at a later date to

    accommodate fluctuations in the

    organization’s workforce.

    Which Microsoft Volume Licensing

    program will provide this customerwith the flexibility they need to move

    to Office 365 after signing an

    agreement?

    CheckYour

    Knowledge

    Solution:

    The Enterprise Agree

    Customer Standardizing on App Platfo

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    Scenario:

    A customer with over 250 PCs is

    interested in standardizingorganization-wide on the Microsoft

    application platform.

    Which Microsoft Volume Licensing

    program and licensing vehicle provide

    the best pricing and additional

    benefits for this customer?

    CheckYour

    Knowledge

    Customer Standardizing on App Platfo

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    Scenario:

    A customer with over 250 PCs is

    interested in standardizingorganization-wide on the Microsoft

    application platform.

    Which Microsoft Volume Licensing

    program and licensing vehicle provide

    the best pricing and additional

    benefits for this customer?

    CheckYour

    Knowledge

    Solution:

    The Enterprise Agree

    Server and Cloud Enr

    Next Steps

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    Take the associated exam for

    this course to test yourknowledge

    Stay tuned toMicrosoft.com/licensing for

    future modules

    p

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    Thank you


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