licensing essentials & basics

Licensing BasicsLesson One

Copyright © 2005 Microsoft Corporation. All rights reserved. Microsoft and other Microsoft products are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Microsoft makes no warranties, express or implied, in this document. This information is provided to help guide your authorized use of products you license; it is not your agreement. Your use of products licensed under your volume license agreement is governed by the terms and conditions of that agreement. In the case of any conflict between this information and your agreement, the terms and conditions of your agreement control.

Lesson One OverviewLesson One Overview

After completing this lesson,

you will be able to: Define a license Define intellectual

property Identify the steps to

building an effective licensing solution

Identify the Volume Licensing programs offered by Microsoft

Microsoft Volume Licensing: Microsoft Volume Licensing: Introduction Introduction Software is an intellectual property

that requires a license for its usage. A software license is the legal right to

install, use, access, display, run, or otherwise interact with a software program.

Your rights in using software are controlled by the terms of a software license and these rights are detailed in a license agreement.

Customers benefit from License compliance as:

They are protected from incomplete software

They can avail technical services and support

Building Licensing Solutions Building Licensing Solutions

The three-step process to design, develop, and deliver an effective Volume Licensing solution is:

1. Know your customer

2. Develop a solution

3. Close the deal

Key Customer Characteristics Key Customer Characteristics

Customer characteristics that determine an appropriatelicensing solution include:

Group

Segment

Structure

Size

Location

Key Channel Partner Segments Key Channel Partner Segments

Microsoft

Distributors

Enterprise Software Advisors (ESAs)

Large Account Resellers (LARs)

Authorized EducationResellers (AERs)

Independent SoftwareVendors (ISVs)

Original EquipmentManufacturers (OEMs)

Value Added Resellers(VARs)

System Builders

Orders for Microsoft Open Licenses (including Academic Open) must be placed with the Distributors

Licenses for Enterprise Agreement,Select, and Academic Select must be ordered directly from Microsoft

Resellers

License Types License Types

The different license programs offered by Microsoft are:

Full Packaged Product (FPP) Original Equipment Manufacturers Volume Licensing Downloaded Software

License DocumentationLicense Documentation

A software license: Governs your rights over the software Covers downgrade rights Specifies whether the license is perpetual

The content of license agreements differ between specific licensing programs.

License Documentation (Cont.) License Documentation (Cont.)

End User License Agreement – Governs a single software title acquired by an individual and software acquired with the purchase of a computer from an OEM.

Volume License Product Use Rights – Provides the use rights for a specific license in the Volume Licensing programs.

Check-point Question (1 of 3)Check-point Question (1 of 3)

Which of the following software license types would accompany a personal laptop computer with pre-

loadedsoftware, purchased from a consumer outlet?A. Certificate of Authenticity and End User Licensing

Agreement B. Certificate of Authenticity and Product Use RightsC. Product Use Rights and End User Licensing

AgreementD. Product Use Rights

Which of the following software license types would accompany a personal laptop computer with pre-

loadedsoftware, purchased from a consumer outlet?A. Certificate of Authenticity and End User Licensing

Agreement B. Certificate of Authenticity and Product Use RightsC. Product Use Rights and End User Licensing

AgreementD. Product Use Rights

Check-point Question (1 of 3): Solution Check-point Question (1 of 3): Solution

Option A is correct.Option A is correct.

Check-point Question (2 of 3)Check-point Question (2 of 3)

Which of the following statements is correct?A. When customers acquire software licenses, they

receive an EULA that grants them the right to use the software.

B. When customers acquire software licenses, they receive ownership of the software.

C. When a customer acquires a computer from an OEM with pre-installed software, the customer receives ownership of the software.

Which of the following statements is correct?A. When customers acquire software licenses, they

receive an EULA that grants them the right to use the software.

B. When customers acquire software licenses, they receive ownership of the software.

C. When a customer acquires a computer from an OEM with pre-installed software, the customer receives ownership of the software.

Check-point Question (2 of 3) : Check-point Question (2 of 3) : SolutionSolution

Option A is correct.Option A is correct.

Check-point Question (3 of 3)Check-point Question (3 of 3)

Major Widget Industries (MWI) has grown rapidly over the last two years, and are exploring the possibility of standardizing their software. They are interested in Microsoft Office® 2003. Which one of the following options is most likely to be the best licensing program for WMI? A. OEMB. Volume

LicensingC. FPP

Major Widget Industries (MWI) has grown rapidly over the last two years, and are exploring the possibility of standardizing their software. They are interested in Microsoft Office® 2003. Which one of the following options is most likely to be the best licensing program for WMI?

Check-point Question (3 of 3) : Check-point Question (3 of 3) : SolutionSolution

A. OEMB. Volume

LicensingC. FPP

Option B is correct.Option B is correct.

Lesson SummaryLesson Summary

What is a license? What is intellectual property? What are the steps required to build an effective

licensing solution? What are the Volume Licensing programs offered

by Microsoft?

Volume LicensingLesson Two

Copyright © 2005 Microsoft Corporation. All rights reserved. Microsoft and other Microsoft products are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Microsoft makes no warranties, express or implied, in this document. This information is provided to help guide your authorized use of products you license; it is not your agreement. Your use of products licensed under your volume license agreement is governed by the terms and conditions of that agreement. In the case of any conflict between this information and your agreement, the terms and conditions of your agreement control.

Lesson Two OverviewLesson Two Overview

After completing this lesson,

you will be able to: Explain Volume Licensing

programs. Compare and contrast

the various Volume Licensing programs offered by Microsoft.

Describe the various Volume Licensing solutions.

Identify appropriate Volume Licensing programs to create specific solutions.

Volume Licensing ProgramsVolume Licensing Programs

With Volume Licensing programs, customers can:

Acquire the licenses they need without the additional media and documentation.

Avail of benefits that are not provided by FPP and OEM.

Benefit from significant savings.

Volume Licensing programs meet specific needs, such as:

Streamlined licensing acquisition. Cost reduction and improved cash

flow. Access to software upgrades. Software asset management.

Microsoft Open ValueMicrosoft Open Value

Features and Benefits Features and Benefits

Downgrade to any previous version of the software.

Use other language versions of the software.

Copy software onto multiple devices.

Supplementary benefits that customers receive include the right to:

Comprehensive ProgramsTransactional Programs

Features and Benefits: Licensing Features and Benefits: Licensing OptionsOptions

Require periodic consolidated payments

Open License Business and Open License Volume for small and mid-sized organizations

Minimal administrative overheads required

Organizations can control costs

Licensing process is simplifiedOrganizations can buy a license only if they need one

Select License for large organizations

Open Value and Open Value Subscription programs for small and mid-sized organizations

Enterprise Agreement, and Enterprise Subscription Agreement for large organizations

Require up-front investment

Perpetual Licenses Non-perpetual Licenses

Perpetual and Non-Perpetual LicensesPerpetual and Non-Perpetual Licenses

Everlasting Temporary

Valid if software is used in accordance with the EULA

Provide a time-limited right to use a particular product until a specific end-date

Available when acquiring software from a local computer store

Available through certain Comprehensive Programs

Points and Pools Points and Pools

To calculate the discount level for a customer:1. Volume Licensing products

are grouped into product pools

2. A point value is assigned to the products, based on the size of the order

3. The points are added up to calculate the discount level for that order

16,50016,500

1500 15000

500 +

Open Volume

Points

A

BC

D

1,500 –11,99912,000–29,99930,000–74,99975,000 +

Select License

Levels

The Commercial Portfolio The Commercial Portfolio

Transactional Programs

Comprehensive Programs

Perpetual Licenses

Perpetual Licenses

Non-Perpetual Licenses

Microsoft Microsoft ©© Open Value Subscription Open Value Subscription

MicrosoftMicrosoft©© Open Open ValueValue

Microsoft Open LicenseMicrosoft Open License

Volume Licensing programs available with the Open License family, include the following: Open License Business Open License Volume Open Value program

Open Value (plain) Open Value Companywide Open Value Subscription

Licensing for Academic Licensing for Academic Organizations Organizations

Public research establishments

Governmental educational organizations

Colleges and universities

Kindergarten to 12th grade schools

Eligible Academic Institutions

Non-PerpetualPerpetual

School Agreement

Campus Agreement

Academic Open

Academic Select

Academic Licenses Offered

Product Options Product Options

Microsoft Open License

Microsoft Select License

Microsoft Enterprise Agreement

Microsoft Enterprise Subscription Agreement

Microsoft School Agreement

Microsoft Open Value Subscription

Microsoft Open Value

Microsoft Campus Agreement

Desktop SystemsDesktop ApplicationsServer Applications

Microsoft Windows XP Professional Upgrade

Microsoft Office Professional

Core CALEnterprise Desktop Platform

Software AssuranceSoftware Assurance

Software Assurance: Is offered in Volume Licensing Helps customers deploy and use software

efficiently Includes software upgrades

Software Assurance is mandatory with: Open Value Enterprise Agreement Enterprise Agreement Subscription Open Value Subscription

The Channel ModelThe Channel Model

Microsoft

Reseller Reseller

Customer

DistributorDistributor

Distribution Channel Model

Microsoft Licensing FulfillmentMicrosoft Licensing Fulfillment

Media kits (CD-ROMs) used to install Microsoft products are separated from the licenses. Media kits are offered in the required quantities.

Microsoft Licensing Fulfillment is the primary means of delivery for media kits that are supplied through authorized distributors at low cost.

A large mining group in Colorado plans to standardize its 2,000 computers on Microsoft Windows XP Professional and Office Professional. They also need Core CAL. Which Volume Licensing program best fits this organization's requirements?A. Microsoft Campus Agreement B. Enterprise AgreementC. Select LicenseD. Open License

Check-point Question (1 of 3)Check-point Question (1 of 3)

A large mining group in Colorado plans to standardize its 2,000 computers on Microsoft Windows XP Professional and Office Professional. They also need Core CAL. Which Volume Licensing program best fits this organization's requirements?A. Microsoft Campus Agreement B. Enterprise AgreementC. Select LicenseD. Open License

Option B is correct.Option B is correct.

Check-point Question (1 of 3)Check-point Question (1 of 3)

A New York based insurance group wants the flexibility of enabling its regional offices, with 200 computers each, choose and purchase Microsoft products when required. It is also interested in making an initial purchase of 1,000 Microsoft Office Professional licenses. Which program best fits these requirements?A. Enterprise Agreement B. Enterprise Subscription AgreementC. Open LicenseD. Select License

Check-point Question (2 of 3)Check-point Question (2 of 3)

Check-point Question (2 of 3): SolutionCheck-point Question (2 of 3): Solution

Option D is correct. Option D is correct. Option D is correct. Option D is correct.

A New York based insurance group wants the flexibility of enabling its regional offices, with 200 computers each, choose and purchase Microsoft products when required. It is also interested in making an initial purchase of 1,000 Microsoft Office Professional licenses. Which program best fits these requirements?A. Enterprise Agreement B. Enterprise Subscription AgreementC. Open LicenseD. Select License

A medium-sized distributor of diesel engine lubricants in Canada, needs to standardize its computer applications. The organization is concerned about the overhead of managing licenses and staying current with the technology. Which Volume Licensing program would you recommend to this customer?A. Original Equipment Manufacturer B. Open License VolumeC. Select LicenseD. Open Value

Check-point Question (3 of 3)Check-point Question (3 of 3)

Check-point Question (3 of 3): SolutionCheck-point Question (3 of 3): Solution

Option D is correct.Option D is correct.

A medium-sized distributor of diesel engine lubricants in Canada, needs to standardize its computer applications. The organization is concerned about the overhead of managing licenses and staying current with the technology. Which Volume Licensing program would you recommend to this customer?A. Original Equipment Manufacturer B. Open License VolumeC. Select LicenseD. Open Value

Lesson SummaryLesson Summary

What is Volume Licensing? Can you differentiate between Transaction

Programs and Comprehensive Programs? Can you identify the different Volume Licensing

solutions? Can you identify the appropriate Volume Licensing

programs that can be used to create specific solutions?

Product LicensingLesson Three

Copyright © 2005 Microsoft Corporation. All rights reserved. Microsoft and other Microsoft products are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Microsoft makes no warranties, express or implied, in this document. This information is provided to help guide your authorized use of products you license; it is not your agreement. Your use of products licensed under your volume license agreement is governed by the terms and conditions of that agreement. In the case of any conflict between this information and your agreement, the terms and conditions of your agreement control.

Lesson Three OverviewLesson Three Overview

After completing this lesson, you will be able to: Describe the process for

licensing: Applications Developer tools Servers Online services

Introduction to Product LicensingIntroduction to Product Licensing

An organization’s licensing options for software products are affected by the following factors: The number of servers The number of client devices Network accessibility

Licensing Desktop ApplicationsLicensing Desktop Applications

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.

Licensing Desktop Operating Licensing Desktop Operating SystemsSystemsA customer who has acquired a Desktop OS license may: Install a maximum of two copies of the software on a

single device. 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.

Licensing Developer ToolsLicensing Developer Tools

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

Server LicensingServer Licensing

Licensing ModelLicensing Model Licenses RequiredLicenses Required

Servers – Operating SystemsServers – Operating Systems Server license + CAL + optional Server license + CAL + optional external connector external connector

Servers – Server/CALServers – Server/CAL Server license + CAL + optional Server license + CAL + optional external connector external connector

Servers – Management ServersServers – Management Servers Server license + device Server license + device management licensemanagement license

Servers – Per ProcessorServers – Per Processor Per processor licensePer processor license

Servers – Specialty ServersServers – Specialty Servers Server licenseServer license

Microsoft servers can be licensed according to the following five licensing models.

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.

Licensing Server Operating Systems Licensing Server Operating Systems and Server/CAL and Server/CAL

Standard Licensing Terms*

Server/CAL Licensing: ExampleServer/CAL Licensing: Example

Microsoft Windows XP ProWindows Server 2003 CAL

Microsoft Windows XP ProWindows Server 2003 CAL

Client Licenses

Microsoft Windows XP ProWindows Server 2003 CAL

Windows Server 2003 External Connector License

The Internet

External User

CAL

CAL

External User

Server Licenses Exchange Server

Windows Server 2003

Terminal LicensesWindows Server 2003 CALTerminal Server CALExchange 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.

Licensing Servers (Per Processor)Licensing Servers (Per Processor)

Standard Licensing Terms*

Per Processor Licensing: ExamplePer Processor Licensing: Example

The Internet

Data Analyzer

Terminal LicensesWindows CAL

Terminal Server CAL

Data AnalyzerWindows CAL

Data AnalyzerWindows CAL

Client Licenses

Data AnalyzerWindows CAL

Server Licenses 4 SQL Processors Licenses

Windows Server 2003

4 Processors4 SQL

Processor Licenses

Data Analyzer

Licensing Microsoft Specialty Licensing Microsoft Specialty ServersServers

Customers may: Install and use one copy of the server software on one server. Install and use, on any device, any additional software listed

in the PUR. Be offered Microsoft Operations Manager (MOM) packs with the

server software.

Standard Licensing Terms*

Licensing Online ServicesLicensing Online Services

CORE LICENSING MODEL FOR ONLINE SERVICESCORE LICENSING MODEL FOR ONLINE SERVICES

Services Subscription

License (Services SL)

User Subscription

License (User SL)

Add-on Subscription

License (Add-on SL)

Licensing Online Services: ExampleLicensing Online Services: Example

Services SL – annual fee for activation & maintenance of basic service

User SL – annual fee required for each user

Add-on SL – (as needed)

Server License

Company A PremisesMicrosoft

Online Services

Microsoft Online

Services

Check-point Question (1 of 2) Check-point Question (1 of 2)

What is a CAL?A. A CAL is a software product that enables a user to

access the services of the server.B. A CAL is a license that gives a user the right to

access the services of the server.C. A CAL is a software product license for preferred

customers.D. A CAL is a special kind of license used by Original

Equipment Manufacturers (OEMs).

What is a CAL?A. A CAL is a software product that enables a user to

access the services of the server.B. A CAL is a license that gives a user the right to

access the services of the server.C. A CAL is a software product license for preferred

customers.D. A CAL is a special kind of license used by Original

Equipment Manufacturers (OEMs).

Check-point Question (1 of 2): Solution Check-point Question (1 of 2): Solution

Option B is correct. Option B is correct.

Check-point Question (2 of 2)Check-point Question (2 of 2)

?

?

?

?

?

?

If a customer chooses the per server licensing method, which client and terminal licenses are required for the network configuration depicted here?

Check-point Question (2 of 2): Check-point Question (2 of 2): SolutionSolution

Lesson SummaryLesson Summary

Can you describe the process for licensing applications?

Can you describe the process for licensing developer tools?

Can you describe the process for licensing servers?

Can you describe the process for licensing online services?

Software AssuranceLesson Four

Copyright © 2005 Microsoft Corporation. All rights reserved. Microsoft and other Microsoft products are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Microsoft makes no warranties, express or implied, in this document. This information is provided to help guide your authorized use of products you license; it is not your agreement. Your use of products licensed under your volume license agreement is governed by the terms and conditions of that agreement. In the case of any conflict between this information and your agreement, the terms and conditions of your agreement control.

Lesson Four OverviewLesson Four Overview

After completing this lesson, you will be able to:

Define Software Assurance

Describe the benefits of Software Assurance

Describe the entities who get Software Assurance benefits, and how they get them

Introduction to Software AssuranceIntroduction to Software Assurance

Software Assurance is a: Microsoft Volume Licensing offer

that far exceeds the traditional upgrade and support contracts available in the industry.

Manageable and cost-effective way to take advantage of Microsoft product upgrades during the term of the agreement.

Collection of support services, deployment tools, and training resources that provide business value and reduce costs.

Maximize Value And Maximize Value And Empower People To SucceedEmpower People To Succeed

New Version New Version RightsRights

Spread PaymentsSpread Payments

Windows Vista Windows Vista Enterprise Enterprise

Virtual PC ExpressVirtual PC Express

Training – Enhanced Training – Enhanced for Enterprise for Enterprise Customers in 2006Customers in 2006

eLearningeLearning

Home Use ProgramHome Use Program

Employee Purchase Employee Purchase ProgramProgram

Enterprise Source Enterprise Source License ProgramLicense Program

Desktop Deployment Desktop Deployment Planning ServicesPlanning Services

Information Work Information Work Solution ServicesSolution Services

Windows Pre-Windows Pre-Installation Installation EnvironmentEnvironment

Extended Hotfix Extended Hotfix Support 2006Support 2006

Windows Windows Fundamentals for Fundamentals for Legacy PCsLegacy PCs

24x7 Problem 24x7 Problem Resolution SupportResolution Support

TechNet PlusTechNet Plus

Cold Back Up for Disaster Cold Back Up for Disaster RecoveryRecovery

Corporate Error ReportingCorporate Error ReportingNote: Enhancements and new benefits are in orange text

Your Potential. Our Passion.Your Potential. Our Passion.