Last Update 26.03.2014

Previous Version 26.03.2014

Modifications Online Services

Win Client OS SA Benefits

VS Update Path

Copyrights & Warranties

This document contains proprietary information that is protected by copyright.

SoftwareONE reserves all rights thereto.

SoftwareONE shall not be liable for possible errors in this document. Liability for damages directly and

indirectly associated with the supply or use of this document is excluded as far as legally permissible.

The information presented herein is intended exclusively as a guide offered by SoftwareONE. The

publishers product use rights, agreement terms and conditions and other definitions prevail over the

information provided herein. The content must not be copied, reproduced, passed to third parties or used for

any other purposes without written permission of SoftwareONE.

Copyright © 2013 by Software ONE

With licensing a software you are NOT the “owner” of the software.As holder of a software license you are only permitted to USE the software. How you can USE the software defines the owner of the software (Owner of the Copyright)

The use right of Microsoft software is defined in the …Volume License Agreement , including:• PUR (Product Use Rights)• PL (Product List)

MSLT (Microsoft Software License Terms – former EULA)

“Copyright has two main purposes, namely the protection of the author’s right to obtain

commercial benefit from valuable work, and more recently the protection of the author’s

general right to control how a work is used.”

Product Use Rights

• “Agreement” with Microsoft

• Product Use Rights (“Agreement”) documented in the Microsoft Retail Software

License Terms (RSLT)

• Documentation (RSLT) = Online (Download)

• “Agreement” with OEM or System Builder

• Product Use Rights documented in RSLT

• Documentation = usually received from OEM/System Builder as a soft copy on the

hard drive

• “Agreement” with Microsoft

• Use Rights documented in the PURs in combination with the Volume License

Agreement

Single License

with Pre-Installation

OEM Office Single Image

Distribution with Pre-Installation on a Computer

License Agreement between OEM and Microsoft

OEM = Original Equipment Manufacturer

Microsoft Partner installs the Single Image with the OPK

Tools (OPK = OEM Pre-Installation Kit)

Customer is purchasing Office PKC (Product Key Card) or

FPP (Full Package Product) for unlocking the Image

Products: Windows Client OS Full version

Windows Server OS Full version

Products:Office Home and Student

Office Home and Business

Office Professional

Office Starter

Software On Premise

Single LicenseVolume License

Product availability = All Business Products

“Extended” Product Use Rights

Downgrade Right

Remote Access for Client Applications

Roaming Use Right through SA

License Transfer to new machine*

Secondary Use Right (only Applications)**

…

Re-Imaging

Volume Activation

Limited Product availability

Limited Product Use Rights

No Downgrade Right for FPP

Limited Downgrade Right for OS OEM

Only local usage for Applications

No License Transfer

No Secondary Use Right

…

No Re-Imaging with Single License Medias

Single Activation

* Note: No reassignment right for Windows Client OS Upgrade Licenses unless active Software Assurance exits.

** Note: In an EA, secondary Use Right only applicable for “Additional Products” (e.g. Project, Visio).

They are not applicable for “Enterprise Products” (Office Pro Plus)

Software On PremiseSingle

License

Volume

License

OEM

System

Builder

FPP

PKC

Open License

Open Value

Open Value

Company-Wide

Open Value

Subscription

Select Plus

Enterprise

Agreement

EA

EAS

ECI

EAP

SMBEnterprise

Cloud ServicesThird Party

DatacenterMicrosoft

Datacenter

SPLA

(Service Provider

License Agreement)

Enterprise

Agreement

EA

EAS

MOSA

(Microsoft Online

Subscription

Agreement)

Period

Costs

5) Monthly Subscription

Period

Costs

1) Upgrade License

Upgrade

Upgrade

Upgrade

Costs

Period

2) License

License License License

Period

Costs

3) License & Software Assurance(Perpetual)

Lic & SASA

Period

Costs

4) License & Software Assurance(Subscription)

Lic & SA Lic & SA

Monthly Subscription Monthly Subscription

Notes:

1) Only Windows Client OS

2) Some products are only available with SA

3) Some products are only available as Monthly Subscription

Microsoft Volume licensing

Licensing for SMB

Open License

Open Value

Open Value Company-Wide

Open Value Subscription

Small and

Mid-sized

Organizations

Less than 250 Clients

Transactional Purchasing

• “Pay-as-you-go”. Order when needed

• Software Assurance Optional (only for Open License)

• 2 year contract term for Open License

• 3 year contract term for Open Value

Licensing Options for SMB: Open Programs

Open License

Standardizing

• Commit to standardize all desktops with Microsoft

Enterprise Products (Office, Win OS, CAL Suites)

• Software Assurance Included

• 3 year contract term

Open Value

Subscription

Large

OrganizationsMore than 250 Clients

Transactional Purchasing Standardizing

Select Plus Enterprise Agreement (Perpetual/Subscription)

Open Value (Perpetual Use Right)

Open Value(Non-Organization-Wide)

Open Value

Organization-Wide

Open Programs: Different geographic territories!

Open License Open Value

Subscription

Open Value (Perpetual Use Right)

Open Value(Non-Organization-Wide)

Open Value

Organization-Wide

The “Open Programs” allow customers to share

price levels with their legal affiliates throughout a

geographic territory.

• A ‘Multi-Territory-Agreement’ is not allowed

• An Open Agreement signed in North America is

NOT valid in an European country

A ‘Multi-Territory-Agreement’ is not allowed

Examples of Territories:

• North America

• Latin America

• EU/EFTA

• Non-EU Central and Eastern European countries

• Middle Eastern and Africa

• Asia Pacific

• Japan

• Greater China

• India

Details to the different territories you can find here:

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

options/open-regional.aspx

Open Programs: Overview/ComparisonOpen License Open Value

Subscription

Open Value

Organization-Wide

Open Value(Non Organization-Wide)

Software Assurance Optional Software Assurance Included

24 Months Term 36 Months Contract Term

Order as needed (No Standardization) Standardization on all Qualified Devices for Enterprise Products

Minimum Initial Purchase: 5 Licenses

Order any combination out of the three product pools:

Systems, Applications, Servers

Minimum Initial Purchase: All Qualified Devices, Minimum 5.

Standardize at least one of the “Enterprise Products” and add “Additional Products”

as needed

Enterprise Products: Windows OS Upgrade, Office Pro Plus, CAL Suite (Win EBS

CAL, Core CAL, ECAL)

Perpetual Use Right Subscription (Rent)

Platform Discount available (Win OS Upgrade + Office Pro Plus + CAL Suite)

Up-to-Date Discount available

Upfront Payment Upfront or Annual Payment Annual Payment

Open Models (OL, OV & OVS) – True - Up/Down

True – Up and True –Down: OVS option enables you to

”true up” (add licenses) or “true down” (reduce the

number of licenses) annually with your year-end report of

qualified desktop PCs and adjust payments up or down

accordingly

Open License and Open Value Open Value Subscription

Only True – Up: With OL and OV Organization-Wide

(perpetual) option, you can adjust your desktop PC

product license count to true-up which means you can

add licenses during the agreement term as required, but

you cannot true-down

Software Assurance Runtime and Costs: Open License

Additional Order Year 2:

1 x L+SA: Windows Server

Additional Order Year 1:

1 x L+SA: Project Standard

Initial Order: min 5 Licenses

3 x L+SA: Office Pro Plus

2 x L+SA: Visio Standard

Year 1 Year 2

OrderPurchase the Software befor installing

and using it

Software Assurance RuntimeRegardless at what time you are going to

purchase the SA, the runtime is always until the

end of the agreement

Software Assurance CostIndependent of the purchase time, you always

pay the full SA Amount (=2 Years)

PaymentUpfront Payment is the only option available

under Opne License

Software Assurance Runtime and Costs: Open ValueOrganization-Wide and Non-Organization-Wide Offering

Additional Order Year 1:

1 x L+SA: Visio Standard

Initial Order: min 5 Licenses

5 x L+SA: Office Pro Plus

OrderAdd software products at any time and pay for

them during the month of installation

Year 1 Year 3Year 2

Additional Order Year 2:

1 x L+SA: Project Standard

Additional Order Year 3:

1 x L+SA: Office Pro Plus

Software Assurance RuntimeRegardless at what time you are going to

purchase the SA, the runtime is always until the

end of the agreement

Software Assurance CostDepending on which year of the agreement you

are going to purchase, the SA costs gets

calculated prorated. For example, if you add

licenses in second year of your agreement, you

pay for second and third year (=2 Years SA)

When you add SA between anniversaries you

pay for the full year.

PaymentChoose between Upfront Payment and Spread

Payment.

Subscription Runtime and Costs – Open Value SubscriptionOrganization-Wide licensed products

Year 1 Year 3Year 2

Initial Order: 50 x L+SA Office Pro PlusIncluds all qualfied devices, minimum 5

Year-end report Yr1 = Order Year 2:

56 L+SA Office Pro Plus

Year-end report Yr2 = Order Year 3:

42 x L+SA Office Pro Plus

OrderCount your desktop PCs once in a year and

place your annual purchase order for the

currenct number of qualified devices for the

next 12 months.

Add Organization-Wide licensed products you

have selected on new qualified devices during

the year with no additional cost that year.

You can ‘true up’ (add licenses) or ‘true down’

(reduce the number of licenses) annually

with your year-end report.

Subscription CostPay only what you need based on the number

of licenses you are going to order with the year-

end report. Your total licensing costs can

decline in years when your desktop PC count

declines.

PaymentSubscription payments are due in three annual

payments

Price Levels Open License – Commercial Customers

Two price levels are available in Open License programs

for commercial customers.

Entry-Level: At least five licenses to qualify

Price Discount with 500 points or more:

Offering for organizations that purchase 500 points or more in a single product pool

in their initial order.

Product PoolsApplications: Office, Visio, Project, Visual Studio

Systems: Windows Pro Upgrade

Servers: Windows Server, Exchange, Server CALs

Please see the MS Product List for the complete list.

Example of pointsOffice Pro Plus: 1 License = 2 Points

Windows Pro Upgrade: 1 License = 2 Points

Windows Standard Server: 1 License = 15 Points

Please see the MS Product List for the complete list.

Microsoft Licensing

Volume Licensing Programs

Enterprise Agreement

AgreementsMicrosoft Business and Services Agreement (MBSA)

License Agreement (e.g. EA, Select Plus)

License Enrollment (e.g. EA, ECI, EAP)

Product List

Current product offerings

Country exceptions

Transition/Migration availability

SLAs

Product Use Rights

Universal License Terms

General License Terms

Product-Specific License Terms

Level 4

Level 3

Level 2

Level 1

Level 5

MBSA

Enterprise

Agreement

Select Plus

Agreement

EAS

Enterprise

Subscription

Enrollment

ECI(Subscription)

Enrollment for

Core

Infrastructure

EA

Enterprise

Enrollment

ECI(Perpetual)

Enrollment for

Core

Infrastructure

Select

PlusSelect Plus

Registration

Product List

(PL)

Product Use Rights

(PUR)

EAP

Enrollment for

Application

Platform

SCE(Perpetua or Subscription Optionl)

Server & Cloud Enrollment

New Enrollment Type

Note: Starting with 1 Nov 2013, SCE will replace ECI and EAP Enrollment

Level 1 –Microsoft Business and Service Agreement (MBSA)

• Master Policy

• No specific runtime

Level 2 – License Agreement

• Definition of Processes, General License Terms

• No specific runtime

Level 3 – Enrollment/Registration

• Order

• EA = 36 Month Runtime

• Select Plus Registration = Unlimited in time

Level 4 – Product List

• Product-specific terms (i.e. Transition, offerings, exceptions)

Level 5 – Product Use Rights

• Universal, General and Additional License Terms split into different license models (product groups)

Comparison: Enterprise Agreement and Select Plus

Enrollment for Core

Infrastructure

(ECI)

Enrollment for

Application Platform

(EAP)

Enterprise Enrollment

(EA,EAS)Select Plus Registration

Standardization for all

qualified Devices/Users

on …

Standardization for all existing

and new licenses

of …

Core Infrastructure Server

(CIS) Suites

Purchasing business products

as needed

Enterprise Products and/or

Enterprise Online Services

SQL Server, BizTalk Server,

Visual Studio,

SharePoint Server

(existing out of Windows

Server and System Center)

3 Product Pools:

Systems, Applications,

Servers

Minimum of

250 qualified Devices/Users

Minimum Requirements

depending on the Product

Minimum of

25 Licenses

Minimum of

500 Points per Pool and Year

SA optional

No agreement runtime

Software Assurance mandatory

36 Months runtime per enrollment

EAP and ECI were replaced

by

SCE Server & Cloud Enrollment

EA Enrollments Overview – Starting Nov 2013

all EA Enrollments are including Software Assurance

Enterprise Enrollment Server & Cloud Enrollment

Enterprise Products & Enterprise Online Services

Additional Productse.g. Project, Visio, Windows Srv, Exchange, SharePoint, SQL, VS, ...

• Office Suite

• Windows Ent Upgr / VDA

• Core CAL / ECAL Suite

• Office 365 E1,E3,E4

• Windows Intune

and/or

Core Infrastructure

CIS Suite

(Windows Srv + System Ctr)

Developer Platform

Vistual Studio Ultimate and

Premium

Application Platform

SQL Server

Windows Azure

All Windows Azure Cloud

Services

Qualified Device

Any device that is used by or for the benefit of

Enrolled Affiliate’s Enterprise:

(1) a personal desktop computer, portable computer, workstation, or

similar device capable of running an instance of Windows

Professional locally (in a physical or virtual operating system

environment) or

(2) a device used to access a virtual desktop infrastructure (“VDI”).

Definition of Qualifying Devices as it appears in the Microsoft Enterprise Enrollment, October 2012.

(Refer to your licensing agreement for the specific definition.)

Qualified Device - Exclusions

Qualified Devices do not include any device

that is:

(1) designated as a server and not used as a personal computer,

(2) an Industry Device

(3) not managed (as defined in the Product List at the start of the

applicable initial or renewal term of the Enrollment) as part of

Enrolled Affiliate’s Enterprise. Definition of Qualifying Devices as it appears in the Microsoft Enterprise Enrollment, October 2012.

(Refer to your licensing agreement for the specific definition.)

Price Level in Enterprise Enrollment

Number of Licenses Price Level

250 – 2399 A

2400 – 5999 B

6000 – 14999 C

15000 and more D

Product Price Level is based on

Enterprise Products

Enterprise Online ServicesHighest quantity out of the four price

groups

Additional

Products

Application Pool Quantity price group 1

Server

Pool

Based on the higher quantity price

group 2 or 3

System

PoolQuantity price group 4

Price

GroupProducts

1Office Pro Plus

Office Pro Plus for O365

Office 365 (E2-E4)

2CALs

Office 365 (E1-E4)

3CALs

Windows Intune

Windows Intune Addo-On

4Windows OS Upgrade

Windows VDA

Windows Intune

Enrollment Type – EA with Perpetual Use Right

Enterprise Agreement with Perpetual Use Right

Installment Purchasing

3 Years Software Assurance

1Yr SA 1Yr SA 1Yr SA

License & 3 Years Software Assurance

1/3 License

+

1Yr SA

1/3 License

+

1Yr SA

1/3 License

+

1Yr SA

Year 1 Year 2 Year 3 Year 1 Year 2 Year 3

Start Renewal Renewal

Runtime of the Enrollment = 36 months

Initial Order = Lic&SA or SA

Payments = three annual payments

For renewing the SA, the customer can close a new EA

Enrollment

The costs for the SA Renewal are split again into three

annual payments.

Added at Signing

License & 3 Years Software Assurance

Enrollment Type – EA with Perpetual Use Right

Enterprise Agreement with Perpetual Use Right

True Up for additional requirements after Signing

3 Years Software Assurance

1Yr SA

Year 3Year 1 Year 2 Year 3 Year 1 Year 2

Start Renewal Renewal

1/3 License

+

1Yr SA

1/3 License

+

1Yr SA

1/3 License

+

1Yr SA$ $ $1Yr SA 1Yr SA 1Yr SA

$ $ $

1/1 License + 2.5 Yr SA

$

1/1 License + 1.5 Yr SA

$

1/1 License

+

0.5 Yr SA $

1Yr SA 1Yr SA 1Yr SA$ $ $

1Yr SA 1Yr SA 1Yr SA$ $ $

1Yr SA 1Yr SA 1Yr SA$ $ $

True Up Year 1

True Up Year 2

True Up Year 3

Added at Signing

You may keep the quantity at the same level or

increase as needed…but you may not decrease.

Enrollment Type – EAS with Use Right Limited in Time

Enterprise Agreement with Use Right Limited in Time

Subscription with Annual Order and Payment

License & Software Assurance

Lic / SA Lic / SA Lic / SA

License & Years Software Assurance

Lic / SA Lic / SA Lic / SA

Year 1 Year 2 Year 3 Year 1 Year 2 Year 3

Start

Runtime of the Enrollment = 36 months

Order/Payment = annual Lic/SA

After three years you can close a new Enrollment with

annual orders and payments of Lic/SA

Or you use the Buy-out Option

Or you deinstall the software

Annual

Order/Payment

Start

You may increase or decrease the quantity on

an annual basis as needed = Subscription

„Additional Products“

• Integration Optional, As Needed

All Other Products: E.G. Server, Visio, Project …

„Enterprise Products“

StandardizationEnrollment For Desktop Platform

= Standardization

• Integration Of Minimum One „Enterprise Product“

• Licensed On All Qualified Desktops

Professional Plus 2013 Standardization

Installment

PurchaseSubscription

Enterprise

Agreement

Core CAL vs Enterprise CAL Suite

Infrastructure Collaboration Management Security

Windows Rights Mgmt. Server CAL

SharePoint Enterprise CAL

Exchange Enterprise CAL

Lync Enterprise CAL SC Service Manager CML

SC Operation Manager CML

SC Data Protection Manager CML

Exchange Online Archiving

SharePoint Standard CAL

Exchange Standard CAL

Lync Standard CAL

SC Configuration Manager CML SC Endpoint ProtectionWindows Server CAL

Windows 8.1 Volume License – Starting March 2014

With Windows 7 MUI and BitLocker was part of the Enterprise Edition

Windows 8.1 Professional

Domain JoinGroup Policy

Multilanguage

User Interface

Bit Locker

Bit Locker ToGo

Windows 8.1 Enterprise

All Windows

Professional

Features

VDI

Enhancements

Branch Cache

App Locker

Direct Access

other SA Benefits (Support, Training)

Local Virtualization

(4 Instances)

Virtual Desktop

Access (VDA)

Windows to Go

Win Enterprise

Sideloading

Roaming Use

Right

Windows RT

Companion VDA

Windows Thin PC

Extended Use Rights

Desktop Optimization Pack

(MDOP)

Windows Companion

Subscription License

(CSL)Windows Enterprise is new a Volume

License available as Upgrade License

with and without Software Assurance.

Windows Professional is available as

Upgrade License only without Software

Assuance

Windows 8.1 Enterprise Software Assurance

Improved end-

user experience

Windows Virtual

Desktop Access

(VDA)

Run Windows 8

more securely on

a USB stick from

anywhere

Windows To Go

Access Windows

8 running in the

datacentre (VDI)

or Windows To

Go from non-

corporate devices

(= qualified third

party device )

Roaming

Use Right

Access a

corporate desktop

through a VDI

from a corporate-

owned

companion

Windows RT

device with no

additional

Windows license

required.

Windows RT

Companion VDA

The process of

installing

Windows 8 Apps

directly to a

device without

going through the

Windows Store

Enterprise

Sideloading of

Windows 8 Apps

Windows Thin PC

is a small footprint

version of

Windows 8 that

enables

organizations to

repurpose

existing PCs as

thin clients,.

Windows Thin

PC

Run the Windows

software in up to

four local virtual

machines.

Extended Local

Virtualization

Rights

Yesterday’s Enrollment Landscape

Enterprise Products

• Windows

• Office

• CAL Suites

• SQL Server

• Developer Tools

• Sharepoint Server

• BitzTalk Server

CIS Suite

• Windows Server

• System Center

Windows Azure

Additional Products

Server, Visio, Project, VS

Yesterday’s Landscape: Different Enrollments with ...

o different terms

o different pricing

o different requirements

o different strategies

The new (today’s) EA Enrollment Landscape

Enterprise Products

• Windows

• Office

• CAL Suites

• CIS (Win Svr&SysCtr)

• SQL Server

• Developer Tools

• Windows Azure

• SharePoint Server

• BizTalk Server

Windows Azure

Additional Products

Server, Visio, Project, VS

SCE – Available Components

Core InfrastructureCIS SuiteWindows Srv + Sys Center

Developer PlatformVistual Studio Ultimate and

Premium

Application PlatformSQL Server(+ Biz Talk / SharePoint)

Windows AzureAll Windows Azure Cloud

Services

Standardization

To enroll in an SCE, you must make an enterprise-wide commitment to one or more of the available

components.

SCE – Minimum Requirements

• CIS Datacenter

• CIS Standard

• CIS Datacenter without Win Server

• CIS Datacenter without System

Centre

• CIS Standard without Win Server

• CIS Standard without System

Centre

• Visual Studio Ultimate

• Visual Studio Premium

• Visual Studio Test Professional

• Visual Studio Team Foundation

Server CAL

• MSDN Platforms

• Visual Studio Deployment Standard

• Visual Studio Deployment

Datacentre

• SQL Server CAL

• SQL Server Enterprise Per Core

• SQL Server BI Server

• SQL Server Standard Per Core

• SQL Server Standard Server

• SQL Server Parallel Data Warehouse

Per Core

• BizTalk Server Enterprise Per Core

• BizTalk Server Standard Per Core

• BizTalk Server Branch Per Core

• SharePoint Server

• All Windows Azure Cloud Services

• Visual Studio Premium

Core

Infrastructure

Applicaiton

Platform

Developer

Platform

Windows

Azure

CIS coverage for all Windows

Server

Full SA coverage Full SA coverage Available automatically if one

of the otther is included

Minimum Order Requirements

50 processors via 25 licenses (each

license covers up to 2 physical

processors) or more of one or a

combination of Core Infrastructure

Server Suites Standard or

Datacentre

SQL Server: 50 SQL Server per

Core or 5 SQL Server per Server

with 250 CALs

SQL Server PDW: 32 Cores

BizTalk: 24 Cores of any edition

SharePoint Server: 5 Servers

20 Licenses of any combination of

Visual Studio Ultimate and Visual

Studio Premium

or can be licensed standalone

SCE – Benefits

Discount

• 15% Discount for new L&SA purchases

• 5% Discount on SA renewal

• Lowest Windows Azure pricing

Perpetual and

Subscription option

Available as Perpetual and Subscription Option

System Center –

Windows Azure

Management of Windows Azure resources

with System Center is included for CIS

commitments

Support

Unlimited Problem Resolution Support for

qualifying customers

SCE – Windows Azure in SCE

Windows Azure can be licensed two ways through SCE:

1) Available AutomaticallyCommit to any of the other pools and you are

automatically provisioned for Windows Azure.

2) Windows Azure «Only»Commit to Windows Azure Only without any of

the other components.

Core Infrastructure

Developer Platform

Application Platform

Windows Azure

Commit to

Core, App

and/or Dev

and ...

start using Azure

without commitment

Core Infrastructure

Developer Platform

Application Platform

Windows AzurePurchase Windows Azure

only through SCE

...

without a commitment to

any of the other 3 SCE

components

SCE – Additional Products

Core InfrastructureCIS SuiteWindows Srv + Sys Center

Developer PlatformVistual Studio Ultimate and

Premium

Application PlatformSQL Server(+ Biz Talk / SharePoint)

Windows AzureAll Windows Azure Cloud

Services

In addition to the SCE Components, all products on the EA

Additional Products list can be added to SCE except for

products available in SCE components.

Additional Products

SCE Components

Select Plus Basics

One organization-wide agreement

Agreement never expires

For centralized and decentralized purchasing

Purchasing on an as-needed basis (No Standardization)

Software Assurance Optional

Select Plus – Agreement Structure

Affiliate Registration is not required

Affiliates without their own registration can license through an Affiliate with

an existing registration

Price Level established per lead affiliate and available

to all additional affiliates as well.

Select Plus Agreement never

expires

Select Plus –Price Level

Product Pool Product Example Point per License

Systems Windows 8 Pro Upgrade Lic 2

Applications Office Pro Plus 2013 Lic 2

Servers Windows Server Std 2012 Lic

Windows Server CAL Lic

15

1

Price Level

Price Level is based on product points.

You earn points by acquiring products.

Product Pool

Select Plus categorizes software

products into three product pools.

Price Level A B C D

Annual Points

Per Pool500 4,000 10,000 25,000

Pool

Systems Applications Servers

Example

Select Plus – 3 Options to Qualify

When you associate your Select Plus

Agreement with a qualifying EA/EAS

Agreement, you are not required to meet an

annual minimum purchase quantity under

Select Plus. You receive the corresponding

price level of your EA/EAS.

If you have an existing VL agreement (e.g.

Select, Open) and have acquired 500 points

or more over the past 12 months, the price

level for each pool is determined based on the

points form the previous 12 months.

You may start a Select Plus Agreement by

meeting the minimum purchase

requirements during your first year. For

each pool, you must meet a minimum of 500

points to continue purchasing in that pool in

the following year.

Qualify with an active EA/EAS Agreement

Associate your Select Plus Agreement with a qualifying EA/EAS

Agreement.

Qualify with a Select License or other VL Agreement

500 points or more over the past 12 months

Qualify with a minimum purchase of 500 Points

Minimum purchase requirements during your first year.

Select Plus Price Level: Re-leveling/Compliance Check

25,000 Level D

10,000 Level C

4,000 Level B

500 Level A

Year 1

Order 1: 300 Points

Order 2: 350 Points

Compliance Check: 650 Points

Minimum purchase requirements

during first year

= Total 500 Points

300 350

Year 2

Order 1: 100 Points

Compliance Check: 250 Points

Minimum purchase requirements

achieved

= same level for next 12 months

100 Pool on Hold

Year 3

Pool on Hold

Order 1: 500 Points

Minimum purchase requirements

not achieved

= Re-leveling or Pool on Hold

Select Plus Price Level: Re-leveling/Compliance Check

25,000 Level D

10,000 Level C

4,000 Level B

500 Level A

Year 1

Compliance Check Level C

Order 1: 100 Points

Order 2: 200 Points

Compliance Check: 300 Points

Minimum purchase requirements

not achieved

= Re-leveling: 1 Level Down

100

Year 2

Order 1: 8,000 Pts

Order 2: 2,000 Pts

Re-leveling: Level C

Compliance Check: Level C

Re-leveling immediately for

Order 2 because of achievement

of 10,000 Points with this order.

8,000

Year 3

No Order

Compliance Check: 0 Points

Minimum purchase requirements

not achieved

= Re-leveling: 1 Level Down

200 2,000

Select Plus – Runtime Software Assurance

Yr1 Yr2 Yr3 Yr4 Yr5 Yr6 yr7

Order 1: License + 36 Months SA 36 Months – SA Renewal

Order 2: License + 35 Months SA 36 Months – SA Renewal

Order 3: License + 25 Months SA 36 Months – SA Renewal

Order 5: License + 36 Months SA 36 Months – SA Renewal

Order 6: License + 30 Months SA 36 Months – SA Renewal

Runtime Initial Order: License & Software Assurance (Lic/SA)

25 - 36 Months => 24 Months + n Months to the next anniversary date of the agreement

Runtime Renewal Order: Software Assurance Renewal (SA)

always 36 Months

SA

Option 1st Payment 2nd Payment 3rd Payment

Payment by Ordering 1/1 Lic + 30 Months SA - -

Split Payment by Anniversary Date of Agreement 1/3 Lic + 6 Months SA 1/3 Lic + 12 Months SA 1/3 Lic + 12 Months SA

Split Payment by Anniversary Date of Order 1/3 Lic + 12 Months SA 1/3 Lic + 12 Months SA 1/3 Lic + 6 Months SA

Select Plus – Method of Payments (with SA)

J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J

Yr1 Yr2 Yr3 Yr4

Anniversary of agreement = 01 January Anniversary of order = 01 July

SA Renewal30 Months – Lic&SA

1st payment 2nd payment 3rd paymentSA Renewal

1st payment 2nd payment 3rd paymentSA Renewal

Current Microsoft Volume Licensing Landscape

Select Plus

EA

EAS

SCE

OL

OV

OVS

Enterprise Agreement

Enterprise

Enrollment

(EA, EAS) Select

Plus

Server & Cloud

Enrollment

(SCE)

MOSA

Open

Program

OL

OV

OVS

MOSAOnline

Subscription

Agreement

Volume Licensing Programs Different Product Availability

Different Product Suites

Different Terms

Different Access Level

(organization size and type) ...

Agreement Structure Complicated Structrue

Different Documents and Levels

Next Generation Volume Licensing (NGVL)

Addressing

Issues

Transformation to NGVL - Desired Results

Improved

Agreement Structure

Simple Processes

for Purchasing

New

Systems and Tools

Agreement Centric to Customer Centric Licensing

Enterprise Agreement

Enterprise

Enrollment

(EA, EAS) Select

Plus

Server & Cloud

Enrollment

(SCE)OL

OV

OVSMOSA

Current

Volume Licensing Structure

Next Generation Volume

LicensingSeparate Volume Licensing Programs based on

organization size and type

Single Volume Licensing agreement for all

organizations regardless of size or type

Microsoft Product and Services Agreement (MPSA)Single Volume Licensing agreement for all organizations regardless of size or type

Committed Offers

Non-expiring Master Agreement Online Services and on-premises software (L only)

available, Software Assurance get introduzed later

Introduction of Purchasing Accounts to

represent the entire organization and all entity types

easier asset management and better overall pricing

Flexible Purchasing with committed offers

designed to match workload and technology

solutions

Purchasing Accounts

Committed Offer

Agreement

Administrator

Committed

Offer

Committed

Offer

Transactional purchasing points pooled across

account of same type to maximize buying power

Registered buying entities that can be structured based on Customer organizational needs.

Purchasing Accounts can be a

Department, Affiliate or Parent

One Account get established as the

Agreement Administrator

Multi-national purchasing is supported*

All account types associated to one MPSA

Accounts can be of different types:

Commercial, Academic or Government°

*accross active NGVL countries (consider NGVL rollout/roadmap)

°Academic, Government and SMB available in a future release

NGVL Transition Roadmap

EA

Select Plus

Open

Pilot(completed)

Next(now)

Future

MPSA(NGVL)

Pilot Release:USA, Canada, UK, Germany

On Premise SW*, O365* License only

Next Release:Geographically Extension

Product Offering Extension

Future Releases:Further Geograpically Extension

Software Assurance Availability

Commited Offers introduction

Geograpically Extension

Product Offering Extension

Geograpically Extension

Software Assurance

Commited Offers

Schedule and capabiliteis timing subject to change. (Feb 2014)

Pilot Countries

Comparing Volume LicensingFeature Current Licensing* Next Generation of Licensing

Agreement size

37 pages

23 MBSA (foundational terms)

7 Select Plus Agreement

7 Online Services Agreement (Online Service Purchases)

8 pages

MPSA (foundational terms and Online Service Purchases)

Transactional Online Services

Purchasing

Not available with Select Plus

Available with Microsoft Enterprise Agreement and Open programs

only or with separate Microsoft Online services Agreement

Transactional purchasing through Partners and customer

self-provisining

Multiple account types Not supported, individual agreements required that are not

associated

All account types will be supported under same MPSA

(Commercial only in first launch)

Agreement Administration Managed by Lead Affiliate Managed by Agreement Administrator

Partners Only one “Partner of record” supported per affiliate registrationMultiple partners supported on Purchasing Accounts for

transactional purchases

Signature requirement One per agreement (s)Single signing event for all purchase types (upon

availability)

Customer buying entity Identified with each agreement. Select Plus affiliate not associated

with other programs or account types

Identified once via the Purchase Account and used for all

purchase types (upon availability)

Price level adjustmentEstablished per lead affiliate

Automatic price level adjustments within Select plus

Established at MPSA level for like account types

Automatic price level adjustments within MPSA

DiscountOnly on-premises software purchases count toward volume

discount

Combine on-premises software and Online Services

purchases to get the best volume discount

* Select Plus agreement with MBSA, standard contract size, specific terms and conditions can be added.

New Systems and Tools

Common Data Model

«New tools for, customers, partners, and Microsoft to create a positive, self-service experience»

Simpler asset management

One site for all licensing inquiries

User-friendly, consistent interface

Online Services Offerings

• Exchange

• SharePoint

• Lync

• Office Pro Plus

• Yammer Enterprise

• Win Azure Active Directory Rights

Management

• Project

• Visio

• System Center Configuration

• System Center Endpoint Protection

• Windows Enterprise*

• Compute

• Data Management

• Networking

Office 365 is a set of Microsoft hosted

messaging and collaboration solutions,

available as a suite or as individual

components.

Windows Intune offers centralized,

streamlined management across PCs,

tablets, smartphones, embedded

devices, and virtual machines.

The Windows Azure public cloud

platform is a Microsoft platform for

creating cloud applications, online

services, and websites.

* Only available as direct offering form Microsoft (MOSP)

Available Services Available Services Available Services

Office 365 Service Offerings

Online Subscription Services Email

Share calendars

Create and edit documents online

Instant messaging

Web conferencing

Public website

Internal team sites

Office Web App

Office 365 Pro Plus (Office Professional Plus)

Enterprise Socal Network

Rights Management

Project Portfolio Management

Project Professional

Visio Professional

Note: This list is subject to change

Windows Azure Active Directory

Rights Management

Office 365 – Single Services

Exchange Online - Available Single SKUs

Kiosk 2GB email, calendar, Exchange ActiveSync (EAS) and POP

Plan 1 25 GB email and calendar, personal archive, eDiscovery, AV/AS, team mailboxes

Plan 2 Unlimited storage, voicemail, advanced archiving, data loss prevention, encryption

Online Protection Protection from spam, viruses, phishing and policy violations

Online Archiving Legal hold and compliance

SharePoint Online - Available Single SKUs

Plan 1 Collaboration with sites, drag and drop, team mailboxes, basic search, apps

Plan 2Forms, Data visualization, Access/Excel/Visio Services, eDiscovery, Compliance,

PowerView, Enterprise search, external sharing

Storage Additional 1GB of storage

Office 365 – Single Services

Lync Online - Available Single SKUs

Plan 1 Presence, instant messaging, and peer-to-peer voice and video, Skype federation

Plan 2Lync Meetings, Skype federation, Desktop and whiteboard sharing, meetings control,

Lync Multi-party video, Lync mobile clients, Lync web apps

Plan 3* PSTN access

Office - Available Single SKUs

Office 365 ProPlus Office subscription, PC or Mac, roaming, mobile rights

*Customers purchasing from countries other than the U.S. and U.K. receive Lync Online Plan 2 instead of Lync Online Plan 3

Yammer - Available Single SKUs

Yammer EnterpriseBasic social networking, collaboration, yammer mobile, apps, Admin tools, Support and

services

Comparison: Office 365 Enterprise and Midsize Business (1/2)Office 365

Midsize

Business

Office 365

E1

Office 365

E3

Office 365

E4

Exchange

Online

Plan 1: Email (25 GB per user), sharing calendars

and contacts

Plan 2: Email archiving with unlimited messaging

storage, hosted voice mail with

auto attendants

SharePoint

Online

Plan 1: Intranet site for the team,

Web site hosted

Plan 2: Excel und Visio Services, InfoPath Forms

Lync

Online

Plan 1: IM, PC-to-PC calls, video conferencing

Plan 2: scheduling or conducting a web conference

Plan 3: voice calls over the PSTN

(only available in U.S. and UK)

Office Web

AppsExternal users who were invited to the Share-by-mail

feature to site collections do not require User SLs

Office 365

ProPlusUp to 5 concurrent activations for local or remote use

Transition On Premise to Online Services (1/2)

“Transition” means the conversion of a License with Software

Assurance to a subscription license.

On Premise Online Services

License Type: L&SA or SA License Type: Monthly Subscription

Office Professional Plus(Licensed per Device)

Core CAL / Enterprise CAL Suite(Licensed per Device or per User)

Windows Client OS(Licensed per Device

Office 365 (Licensed per User)

Windows Intune (Licensed per User)

Transition On Premise to Online Services (2/2)

On Premise Online Services

License Type: L&SA or SA License Type: Monthly Subscription

Office Professional Plus

Windows Client OS

Office 365

Windows Intune

Core CAL / Enterprise CAL Suite

Office Pro Plus = No special requirements for Transition.

When Transitioning from a CAL Suite to O365 and/or Intune a

CAL Suite Bridge may be required.

Windows Intune

Windows Intune software and services is a unified device management solution that combines both

cloud and on-premises capabilities to fit your PC and mobile device management needs.

Components

An online service that allows

to protect and manage up to

5 devices per User

Subscription License

Windows Intune service

It is possible to deploy

almost all updates and

industry applications through

a Web-based console

System Center Configuration

Manager (SCCM)

Provides protection against

malware and viruses

System Center

Endpoint Protection (SCEP)

SCCM and SCEP from Windows Intune can be

used as an online service or on premises or as

a combination of both management options

Correspond Windows

Enterprise and requires

Windows Professional,

Windows Business,

Windows Ultimate, or

Enterprise as a qualifying

Windows operating system.

Software Assurance

for Windows*

* only available under MOSP (Direct)

Windows Azure Services Overview

Compute

Virtual Machines

Cloud Services

Web Sites

Mobile Services

Data Services

Storage

HDInsight

Cache

SQL Database

Backup

Hyper-V Recovery Manager

Network

Virtual Network

Traffic Manager

Data Transfers

Support

Build, deploy and manage applications across a global network of Microsoft-managed datacenters.

Windows Azure Services Overview and Descriptions: http://www.windowsazure.com/en-us/services/

Services Overview per 06.12.2013

App Services

Media Services

Notification Hubs

Services Bus

BizTalk Services

Multi-Factor Authentication

Active Directory

Scheduler

Visual Studio Online

Windows Azure get charged based on the use of

each individual service.

Measuring Methods:Each service has its own uniqe meter with a unique charge structure:

Hours, Gigabytes, Users, Volume of Content, Instances, and ...

How to purchase Windows Azure? (1/2)

Software Assurance Benefits

Entitlement Summary

BenefitOpen License

Open Value

Open Value CW

Select

Select Plus

EA / EAS

Select with SAM

Software Assurance Optional Included Optional IncludedN

ew

Pro

ducts New Product Versions YES YES YES YES

Step-Up Licensing Availability YES YES YES

MDOP Availability YES YES YES

Windows 7 Enterprise YES YES YES YES

Deplo

ym

ent

Planning Services YES YES

License Mobility YES YES YES YES

Windows VDA YES YES YES YES

Windows Thin PCs YES YES YES YES

Office Roaming Use Right YES YES YES YES

TechNet Benefits LIMITED YES YES YES

Office Multi-Language Pack YES YES YES YES

Tra

inin

g

Training Vouchers YES YES

E-Learning YES YES YES YES

Home Use Program YES YES YES YES

Sup-

port 24x7 Problem Resolution Support YES YES YES YES

Extended Hotfix Support YES YES YES YES

Specia

lized Cold Backups for Disaster Recovery YES YES YES YES

Enterprise Source Licensing Program YES

Spread Payments YES YES YES

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