Licensing Review Steve Hancock Licensing Specialist 9/4/2018 5:48 PM Licensing Review Steve Hancock Licensing Specialist Public Sector – State and Local Government shancock@microsoft.com ©2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Enterprise Program -Lower Cost of Software Purchase! - Significant discounts off Select pricing - Additional Platform Discount NEW Initial Price: L + 3 Years SA Discounts: Component 15% Platform 27.75% RENEWAL Initial Price: 3 Years SA Discounts: Component 5% Platform 9.75%

Enterprise Program Standardize on Desktop and purchase centrally! Customers with >250 desktops Options for customers with 25 - 250 desktops – forfeit media kit Forecast Purchases to 3 years Plan budgets with better accuracy Pricing for products added at signing are set at start of enrollment and amortized over agreement term Get Current & STAY Current - Software Assurance already included Software Assurance Benefits Maintain Compliance

Product Offerings Platform Enterprise Products Additional Products Office Pro Plus and/or Office Enterprise Windows Vista Enterprise (Upgrade Only* w/SA) Core or Enterprise Client Access License (CAL) Additional Products No standardization requirement, can be added at any time Pricing set monthly based on Select Level D pricing no additional discounts Inclusion on initial order locks price for 3 years

Select Program Statewide Agreement term is 36 months Ad hoc/transactional purchasing Software Assurance Benefits Ad hoc SA purchases with Licenses Software Assurance Membership available Amortize SA payments Level D pricing

Volume Licensing Products Office System Enterprise Professional Plus Standard Servers Windows, Exchange, SharePoint, SQL Server, etc. CALs Component or Suite

Primary Volume Licensing Office Suites Extended collaboration and mobility Enable more efficient collaboration across geographic, organizational or network boundaries Ensure people get information they need when they need it, whether online or offline Valuable for mobile workers, disperse teams, project managers, and people who work with customers/partners OneNote Groove Integrated Enterprise Content Management Integrated Electronic Forms Information Rights & Policy Access Publisher InfoPath Communicator Comprehensive toolset for business productivity Most familiar suite for information work and collaboration Streamline processes with electronic forms Powerful tools for managing and analyzing data Integrated content management and workflow Protect documents with rights management Integrated instant messaging and application sharing Create “High-impact” content faster Access Publisher InfoPath Communicator Integrated Enterprise Content Management Integrated Electronic Forms Information Rights & Policy Office Standard 2007 will continue to empower customers to effectively manage e-mail and easily create great-looking documents, spreadsheets and presentations. Office Standard 2007 will make it easier for people to get things done, with improved menus and tools including enhanced graphics and formatting capabilities, new time-management tools as well as greater reliability and enhanced security. Office Professional Plus 2007, the new name for an updated release of Microsoft Office Professional Enterprise Edition 2003, will deliver a powerful set of tools designed to help people and organizations work more efficiently with information. Through integration with new Microsoft Office SharePoint® Server 2007 and Microsoft Windows® SharePoint Services capabilities, Office Professional Plus 2007 will offer advances in teamwork solutions. Building on the strengths of Microsoft Office Professional Plus 2007, the new Office Enterprise 2007 suite will help teams share information easily and more securely across geographic and organizational boundaries, whether information workers are online or offline. Customers with active Software Assurance or EA in place will receive: Office Standard 2003  Office Standard 2007 Office Professional 2003  Office Professional Plus 2007 Customers with active Software Assurance or EA in place will have the following step-up options: Office Standard 2003  can purchase step up to  Office Professional Plus 2007 Office Standard 2003  can purchase step up to  Office Enterprise 2007 Office Professional Plus 2007  can purchase step up to  Office Enterprise 2007 These customers will have the option to purchase these Step-Ups once the 2007 Office System products become available on the volume licensing price lists. Outlook Word Excel Power- Point Personal productivity Core content creation with streamlined user interface E-mail, Personal Information Management, basic collaboration Developer extensibility Outlook Word Excel Power Point

Feature Differentiation Office Professional Plus and Office Enterprise Integrated document workflow experience within Office PowerPoint slide libraries Prepare spreadsheets for publication to Report Center Printable metadata labels & barcodes to track documents Requires Office SharePoint Server and CALs Integrated Enterprise Content Management Customizable InfoPath forms in Word, Excel & PowerPoint Customized Document Information Panel forms InfoPath E-mail forms in Outlook Requires InfoPath on the user’s PC Integrated Electronic Forms Integrated Enterprise Content Management Integrated Electronic Forms In addition to application differentiation, Microsoft Office Professional Plus 2007 and Microsoft Office Enterprise 2007 will include special features which are not available in other suites. These features provide a unique value proposition to volume licensing customers and are targeted towards the corporate Enterprise environment. Information Rights & Policy Information Rights & Policy Create IRM protected documents and E-mail Apply policy statements to E-mail Requires Windows Rights Management Services and CALs

Enterprise Program Purchasing Options Enterprise products are: Office Professional Plus Office Enterprise Can standardize on Office Pro Plus Can standardize on Office Enterprise Can mix Office Pro Plus and Office Enterprise across all desktops Can step-up to Office Enterprise

Sample Application Migration Paths For volume licensing customers with SA coverage Step-Up To: Becomes with SA or with SA with SA Step-Up To: with SA with SA Becomes Step-Up To: with SA with SA This is not a complete listing of all migration paths. Customers must have active EA or SA coverage in order to qualify to purchase Step-Ups. Step-Ups can be purchased once the new versions become available on the volume licensing price lists. Office SharePoint Designer 2007 is a new product based on Microsoft Office FrontPage technologies. The new product name reflects the emphasis on creating and customizing Microsoft SharePoint Web sites and building workflow-enabled applications on SharePoint technologies.

Server Licensing Models Server/CAL License the Server User or Device CALs to access the server Examples: Win Svr, Exch Svr, SQL Svr, etc. Per Processor License for each physical processor License for each virtual processor Unlimited access to processor (no CALs) Examples: BizTalk Svr, SQL Svr, etc.

Server Licensing Models Developer Tools Licensed per User One user may install and use copies of the software to design, develop, test and demonstrate your programs Testing does not include staging on a server in a production environment, such as loading content prior to production use Examples: SQL Svr Developer, Visual Studio 2005, etc.

Server Licensing Models Management Servers License the Server Management License (SML, SML Suites either Standard or Enterprise) For each OSE (Operating System Environment) that your instances of the server software manage A hardware partition or blade is considered to be a separate device “manage” OSE = solicit data about, configure, or give instructions to the device’s hardware or software, other than to discover the presence of a device’s hardware or software Examples: System Center Operations Manager, System Center Configuration Manager, System Center Data Protection Manager, etc.

Microsoft Server CAL Suites Overview 9/4/2018 5:48 PM Microsoft Server CAL Suites Overview Content management, enterprise search, portal Messaging System monitoring and management Identity, security, networking, workloads Office SharePoint Server CAL Exchange Server Std CAL Systems Management Server CAL Windows Server CAL Core Infrastructure Enterprise CAL Suite Core CAL Suite INTRO TO THE SERVER CAL SUITES The Core CAL Suite is the same core infrastructure offering that Microsoft has had in market this past year. This Suite is designed as an enterprise-wide solution (meaning customers purchase CALs for 100% of their clients) for VL customers with Select or Enterprise Agreements. Core CAL offers these customers a discounted and simplified way (via a Suite) to purchase standard client-access licenses for all of their clients for the latest editions of Windows Server, Exchange Server, Systems Management Server, and SharePoint Server. Extended Infrastructure 17

Microsoft Server CAL Suites Overview 9/4/2018 5:48 PM Microsoft Server CAL Suites Overview Office SharePoint Server CAL Exchange Server CAL Systems Management Server CAL Windows Server CAL Content management, enterprise search, portal Messaging System monitoring and management Identity, security, networking, workloads Increased Value for IT Spend Simplified Licensing and Compliance Deployment Flexibility and Control Core Infrastructure Windows Rights Mgt Services CAL Operations Manager Client OML Exchange Server Enterprise CAL Office SharePoint Server Enterprise CAL Office Comm Server Enterprise CAL Office Communications Server CAL Forefront Security Suite Instant messaging and telephony eForms, spreadsheet publishing, data connectivity Web, video, audio conferencing Information protection and policy enforcement Desktop monitoring Client, server, web security Unified messaging and email compliance Enterprise CAL Suite Core CAL Suite Extended Infrastructure ©2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Tiered Server CAL Structure Forefront Security Suite (Security Subscription Services) Windows Rights Mgmt Services CAL Exchange Ent CAL (Unified messaging, Compliance) Office SharePoint Ent CAL (E-forms, Spreadsheet publishing, Data integration) Office Comm Svr Ent CAL (Conferencing) Additive CALs Win CAL Workload, File & Print, WSS, AD SMS CAL (Monitoring & Updates) Exchange Std CAL (Messaging, Calendar, Contacts) Office SharePoint Std CAL (ECM, Portal, Search) Office Comm Svr Std CAL (IM, Presence, Telephony) Ops Mgr Client OML (Desktop Monitoring and Management) STD CALs Windows Server Systems Management Server Exchange Server (Std or Ent) Office SharePoint Server Office Comm Server Microsoft Operations Manager Servers So how are we specifically adding these new technologies to customers' Server client access licensing options? The Core CAL Suite is licensed the same. The ECAL Suite and the concepts of Base and Additive CALs are what's new for FY07. ECAL is an extension of the Core CAL concept. In fact, ECAL includes Core CAL and then adds an extended layer of infrastructure capabilities. In order to purchase the Core CAL or the ECAL customers must also have or purchase Software Assurance coverage. With rare exceptions, ECAL, just like Core CAL is required to be an enterprise-wide, 100% of clients solution. So the ECAL Suite is really just a superset of the Core CAL plus access to new server technologies? What about customers who don't want to buy the whole Suite? What are their options? This is where the “Base” and “Additive” CALs come into play. Take SharePoint for example: The Base SharePoint CAL includes ECM, Search and Portal capabilities. The Additive SharePoint CAL includes E-forms, Spreadsheet Publishing, and Data Integration. These capabilities are not included in the Base CAL. Additive CALs are available to purchase on a component basis on top of the Core CAL or on top of corresponding Base CALs. So rather than being forced to purchase the full ECAL Suite the customer in this example can purchase just the added capabilities they want via selecting a SharePoint Additive CAL for as many or as few clients as they like. One final piece around Base and Additive CALs- to customers we refer to them as Standard and Enterprise CALs, respectively. Key Software to run hardware Core CAL Suite component Enterprise CAL Suite component

Microsoft Confidential Enterprise Agreement What Products can I include in an EA? Answer - Everything! Enterprise Products “Core CAL” - includes Windows CAL, SMS CAL, SPS (Sharepoint) CAL and Exchange CAL Microsoft Office Professional System Microsoft Windows Professional Operating System Other Products ALL other Microsoft products can be added or left on your Select Agreement Microsoft Confidential

Enterprise Program Purchasing Guidelines Core CAL and ECAL are Enterprise-wide only Cannot mix Core CAL and ECAL across the Enterprise Can purchase components of ECAL on top of Core CAL as Additional Product Standard CAL is required for “Additive” CAL purchase Example: Cannot purchase Sharepoint Ent CAL without purchasing/owning Sharepoint Std CAL

Microsoft Office SharePoint Server 2007 Collaboration portal + content management Document lifecycle capabilities Enterprise search enhancements E-Forms services Spreadsheet publishing & reporting Business data integration Search Data Integration E-Forms Data Mgmt & Reporting Business data Business data library Web part integration Mgmt, publishing, process creation & completion Spreadsheet publishing & calculation Report Center Office SharePoint Server Enterprise CAL Workflow Document & Web Content Management Site Model, Security, and Management Extensible and customizable search of enterprise content and people 5 out of box workflows reporting for ECM Policy Management Auditing Records management Personalization Deployment Site Manager Office SharePoint Server CAL Project Mgmt Team Collab Windows Workflow Foundation Admin and deployment Status and history Framework: repository, versioning, metadata Basic document management Site and role management infrastructure Text search of team sites Issue tracking applications Project workspaces Workspaces and tools Blogs Windows SharePoint Services* *Included with Windows Server and CAL licenses

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Appendix

Details on the Enterprise CAL Suite Product Component of Value Proposition Key Features/Benefits Windows Server CAL (Longhorn) Core Grants access to both base and “premium” services of server Ensures proper licensing of client access to the server Option to Add Premium services CAL’s for Terminal Services and Rights Mgt Services Exchange Server Standard CAL A feature-rich messaging environment, including rich-client email, calendaring, mobile device access, and anti-spam functionality for core users Outlook Web Access Mobility Anti-Spam Organization-wide policy management Exchange Server Enterprise CAL 2007 Enterprise A comprehensive package including security services offerings, Unified Messaging, and Compliance functionality. Sold as an add-on to Exchange Standard CAL Anti-Virus and Anti-Spam Live Data Services Exchange Hosted Services Filtering Unified Messaging Compliance features Office SharePoint Server CAL 2007 Improves organizational effectiveness by providing a collaboration portal, content management, and document lifecycle capabilities Workflow Document & Web Content Management Site Model, Security, and Management Extensible and customizable Search Office SharePoint Server Enterprise CAL 2007 Improves organizational effectiveness by providing a unified suite of enterprise-scale applications that meet diverse business-critical needs. such as managing content and business processes, simplifying how people work together across boundaries, and enabling better informed decision-making Manage Content and Processes Improve Business Insight Simplify Internal and External Collaboration Search business data Empower IT to Make a Strategic Impact

Details on the Enterprise CAL Suite Product Component of Value Proposition Key Features/Benefits Systems Management Server 2003 R2 Core Enterprise-class software distribution & asset management through comprehensive inventory analysis, and software usage tracking & reporting, greatly reducing operational costs Application Deployment Asset Management Security Patch Management Mobility Windows Management Services Integration Microsoft Office Communications Server 2007 Standard CAL Enterprise Enables rich presence and secure IM capabilities along with 1:1 audio/video conferencing and application sharing for end-user information workers. Improved scalability, security, compliance & manageability Controlling the desktop phone of the IW Enhances value of Communications CAL 3rd party call control w/o add. purchases PBX partners benefit from integrations with “Live Server” Microsoft Office Communications Server 2007 Enterprise CAL A premium option that provides on-premise web conferencing, as well as multiparty audio/video conferencing (including Roundtable). Out of the box support for multiparty audio/video Ad-hoc and scheduled meeting capabilities Online meetings with participants inside and outside the organization Monetize new “Live Server” functionality Windows Rights Management Services “Longhorn” Information protection technology that works with RMS-enabled applications to help safeguard digital information from unauthorized use – both online and offline, inside and outside of the firewall Safeguard sensitive information Apply persistent protection Flexible, customizable information protection Low-overhead administration and ease of use

Details on the Enterprise CAL Suite Product Component of Value Proposition Key Features/Benefits Microsoft Operations Manager Client OML Enterprise Operations Manager improves end user satisfaction and lowers the TCO of Windows clients by finding and helping fix problems that impact organizational productivity Proactively find problems and fixes before they impact the productivity of more users Proactively monitor clients and applications to find problems before they impact end users and the Helpdesk Quickly and remotely gather troubleshooting and performance data Execute corrective actions to resolve end user problems Security Service Subscription Antigen for Exchange helps businesses protect their Exchange 5.5, 2000, and 2003 servers against the latest viruses, worms, and inappropriate content. Antigen for SharePoint helps businesses protect their SharePoint Portal Server and Windows SharePoint Services servers against the latest viruses, worms, and inappropriate content. Microsoft Client Protection provides businesses the control they need to protect against current and emerging malware threats. Layered defenses Server optimization Content policy enforcement