Leveraging Your Microsoft Volume Licensing Agreement to Your Advantage Ohio Contract # 0A02011

Your Team ASAP Software Microsoft Lynn Tumen, Account Executive ltumen@asap.com 513-588-2781 Chris Moore, Inside Sales State Government cmoore@asap.com 800-883-0728 fax:847-465-3277 Angela Welbaum, Inside Sales Local Government awelbaum@asap.com 800-883-0727 fax:847-465-3277 Microsoft Jim Baumgart, Account Executive jamesbau@microsoft.com 812-949-5060 Jalel Levy, HQ Sales Rep jalell@microsoft.com 800-426-9400 x11493 Robert Van Meter, Local Gov Rep robvme@microsoft.com 800-426-9400 x11700

Webinar Agenda Understanding Volume Licensing Microsoft Volume Licensing Programs Select Agreement Software Assurance Enterprise Agreement Software Assurance Update New Benefits Where to get help! Procurement made easy with ASAP E-Way!

Licensing Types OEM Licenses Retail Licenses Pre-installed on new machines Available via System Builder program & major OEMs Limitations: Can only be sold with new machine or new machine components. Software cannot be transferred to different machines Retail Licenses FPP (Full Packaged Product) Available from Retail and Business Resellers

Licensing Types Volume Licensing Open License, Select, Enterprise, and Enterprise Subscription Agreements Open License available from any reseller Select, available from Authorized LARs only (Large Acct Resellers) Enterprise, available from Authorized LARs only

Licensing Terms License (L) – full license with no prerequisites to purchase. Allows you to run that version of License. Software Assurance (SA) – purchase with new License or within 90 days of buying new license or OEM license. Provides a host of benefits covered in the next slides. License with Software Assurance (LSA) – Allows you to purchase “net new” licenses with SA coverage included. Product Pools - Applications, Systems, Servers Software Assurance Membership – Enrollment under Select where customer commits to buying all future licenses with SA. Microsoft Volume Licensing Services (MVLS) – Web based tool used to administer SA benefits.

Select vs Enterprise Agreement Select Agreement Simple vehicle for buying individual licenses. - Choose the products and Software Assurance on those products. Enterprise Agreement Establish your core products Additional Training and Technical Support for Your Environment Licensed for the most current versions of those products. - Also, your cost will decrease in years 4,5,6 if you choose to renew the EA agreement

Select-Ohio Master Agreement# 01S63879 Features and Benefits Purchases tracked via enrollment unique to each agency. Level D Pricing: Highest Discount Level Purchasing Software Assurance is initially optional. Once a customer chooses to buy SA they are committed to buy each year of the contract and may pay on an annual basis. Current agreement expires 9/30/2006 to be replaced with new three year agreement. SA customers will have option to renew SA on the new contract

Enterprise-Ohio Master Agreement# 01E62121 Features and Benefits - Three year agreement priced per desktop per year - Price protection for full term of EA - Easy to Manage - True Up Annually

Enterprise Agreement Enterprise Agreement 6.0 (100 PC minimum) Platform Products: Office Pro, Win Pro Upg, Core CAL Price Levels: Level A: 250 – 2,399 Level B: 2,400 – 5,999 Level C: 6,000 – 14,999 Level D: 15,000+ All Ohio Government Enters at Level D Additional Products Pricing: Priced by Enterprise Product level Prices equal to Select True Up L + remaining full years of SA term + ½ SA for installation year Renewal Pricing: Discounted price Key points: New in EA 6.0: Core CAL has replaced the BackOffice CA. More about that in a couple slides. Levels have been consolidated to four – we’ll talk about how that maps to the Select levels. Additional product pricing now takes into consideration EA purchases, and maps to Select price levels more info in later slide True up – calculated by License + remaining years of SA, including a half year of SA for the year when installed. Benefit of EA over select, select you pay for full year. New renewal pricing better reflects customers existing investment The key features of the Enterprise Agreement 6.0 are mostly unchanged from 5.0. As a quick overview, the key elements are: Payments spread out in equal annual installments, over the term of the enrollment, payable on each anniversary date. A selection of Platform Enterprise Products that the customer orders for all of their desktops. The non-platform Enterprise Products are those products that a customer orders for all of their desktops and gets a discount over the Select pricing. These products are not part of the core platform. There is also a selection of other products that a customer can add to their EA, known as Additional Products. For EAs, there is what is sometimes referred to as an ‘evergreen’ or open-ended agreement term. The customer can continue to add enrollments to the agreement at any time, without ever having to renegotiate the core agreement terms. There continues to be an annual true up, so customers can add desktops at any time during the year, but report and pay for them at the anniversary date, rather than have to pay for those desktops every time they are added. And of course, for all of the products purchased under the EA, the customer is entitled to any new versions that are released during the term of the enrollment. No change in types of product offerings from 5.0 Enterprise products are products ordered for every desktop; Additional Products don’t have that standardization requirement Two types Ent products platform ent products (win, off, core) Non-platform Enterprise Products (Visio std & Project Central) An Enterprise Product license is one which a customer orders for all of their entity’s eligible desktops. Platform Enterprise Products are specifically the collection of products that make up the Microsoft platform: Windows desktop, Office, and Core CAL. A Customer must choose at least one of the three platform Enterprise products. A non-platform Enterprise Product is one that is also standardized across all desktops, but it is not part of the Microsoft platform. As a result, it is not eligible for a platform discount, which is discussed in a later slide. The non-platform Enterprise Product offerings for EA 6.0 are Visio Standard and Project Central. Additional Products are those products that a customer can order on their EA, but they don’t need to purchase them for all of their desktops. We’ll cover additional products in more detail in a few slides. Can just add them to the EA. All products ordered through an EA include the Software Assurance benefits for the term of the enrollment. EA Price Changes Effective 10/1 Replacing BackOffice CAL with Core CAL reduces Server Component EA price Desktop and Windows Component price goes up Microsoft negotiates final price directly. Eliminates two tier negotiations Overall effect is slight net decrease Renewal pricing available effective May 10th EA Pricing and Payment Rules Enterprise Products Price levels per pool set at signing by initial Enterprise Product orders Prices set at signing (including true up pricing) Payments for initial order amortized annually over term Additional Products Price levels per pool set at signing by Enterprise Products Level A for any remaining pools Prices set at initial purchase (including true up pricing) Three components: price level, price, payment Initial purchase benefits: Set price per level for term Amortized over term Payable at each anniversary Purchase made later must be paid as single lump sum Purchases made at signing have the benefit of establishing a set price per level for all future purchases. The total price is amortized over the term in three equal payments, payable at each anniversary date. Once a product is added to the enrollment, the customer must report any new quantities of that product at the next anniversary as part of the annual true up. All products added at signing are amortized over the three years; any licenses added after signing are lump sum payments. While true ups happen at the anniversary date, a new Additional Product can be added at any time and paid for at that time.

You Have the Ability to Design Full Environment Coverage! Enterprise Agreement Enterprise Agreement Products Office Professional Enterprise and Software Assurance XP Professional Upgrade and Software Assurance Core CAL and Software Assurance - Client access license that provides the rights for “desktops” (i.e., devices) to access Exchange, Windows, SharePoint Portal and SMS Servers. Servers must be licensed separately – or they may be added to your EA enrollment. You Have the Ability to Design Full Environment Coverage! Core CAL Overview Client access license that provides the rights for “desktops” (i.e., devices) to access the following servers: Exchange 2000 Windows Server (Whistler) SharePoint Portal Server SMS (2.0) Servers must be licensed separately Licensing package for clients – not available through retail Positioning Statement Core CAL provides a convenient way for enterprise customers to license their desktops for intranet, networking, and collaboration. Benefits of Core CAL Customer Benefits Convenience Easy way to license basic components across all desktops Reduces burden among IT to count the number of client licenses to access each individual server software. By removing SQL, HIS and ISA: not overpaying for access rights Pricing Package discount about 5% less than licensing individual CALs Volume Licensing offerings Enterprise Agreements Core CAL replaces BackOffice CAL SQL Server available as Additional Product (Server/CAL or per proc) Select and Open License Core CAL or Individual CALs (Exchange CAL, SMS CAL, Windows CAL, SharePoint Portal Server CAL) Key points: Primary benefit is a convenient way to buy – only slight discount over the sum of the parts Replaces BO CAL in EA; SQL offered as additional product Also available in Select and Open Most customers were unhappy with SQL in BackOffice because they felt they were paying for it as a processor as well as a CAL. This eliminates any double paying. Other customers were unhappy because they were paying for SQL and they did not even use it. About 30% of all customers used SQL.

Enterprise Agreement Component Enterprise Agreement - Office Professional Only - Windows Desktop OS upgrade Only - Core CAL Only - Or any combination of the above Enterprise Products

Software Assurance Benefits of Software Assurance - Budgeting - Productivity - Support - Tools - Training

Software Assurance Features of Software Assurance Both Desktop and Servers Spread Payments New Version Rights TechNet Online Concierge Chat Corporate Error Reporting WinPE eLearning Desktop Home Use Program Employee Purchase Program Government Source Licensing Program Training Vouchers Problem Resolution Support Extended Lifecycle Hot-fix Support Exchange Intelligent Message Filter TechNet Plus Features of Software Assurance No increased cost for Software Assurance Offerings available effective September 2003

Desktop Offerings Offerings Select License with NO Software Assurance Regular Select License with Software Assurance Select License SAM EA Productivity New Version Rights  Spread Payments Home Use Program (Office System) Employee Purchase Program Support TechNet Online Concierge Chat Exchange Intelligent Message Filter Tools WinPE Corporate Error Reporting Training eLearning CTEC Training Vouchers

Server Offerings Offerings Select License with NO Software Assurance Regular Select License with Software Assurance Select License SAM EA Productivity New Version Rights  Spread Payments Support Problem Resolution Support Web Support for Standard Edition Business Hour Telephone and Web Support for Enterprise Edition TechNet Online Concierge Chat TechNet Plus Extended Lifecycle Hot-fix Support

Desktop/Server Offerings Select License with NO Software Assurance Select License with Software Assurance Select License SAM Enrollment EA/ Enterprise Source Licensing Program (ESLP) Windows Desktop Only  Tools WinPE Corporate Error Reporting Training eLearning

Microsoft Volume License Services Support mvlshelpa@msdirectservices.com 866-230-0560 Training - www.microsoft.com/licensing/sa/mvls/launch.html MVLS User Guides One guide for each SA Benefit Downloadable from Microsoft Licensing Web site

Take Action What are the Next Steps? Complete a Select Enrollment under the State Select Agreement: Mail two signed originals to either Angela Welbaum or Chris Moore at: ASAP Software 850 Asbury Drive Buffalo Grove, IL 60089 - Work with ASAP Software and your Microsoft Rep to determine if an Enterprise Agreement is right for you. - Review SA Benefit Guides to assist in administering SA Benefits.

Sites to Visit http://procure.ohio.gov/proc/viewContractsAwards.asp?contractID=1777 Master Contracts and Pricing http://asaptest.asap.com/government_state_details_1077995134000.html Enrollments, Presentation & SA Benefits Guide

ASAP E-Way Accessing Your Information Online - Obtain contract pricing - Place and track orders for licenses, shrink-wrap, media, docs, add-on hardware, services - Run activity reports - Request tech support and RMAs

ASAP E-Way Reporting

Custom Detail Report

ASAP eSMART E-Way Tracker ASAP eSMART is an integrated suite of internet based tools that provide ongoing asset management services including: - Software License Management - Software and Hardware Inventory Control - Device serialization and tracking. - Comprehensive Reporting These tools provide a comprehensive asset management solution delivered via a hosted model. E-Way Tracker eSMART Tracker ASAP Software’s fully automated proprietary system which tracks software licenses, manages contract compliance, and reports performance against contract commitments, first introduced by ASAP in 1996 Benefits of TRACKER Real-time VLA contract management Manages VLA complexities automatically Levels/SKUs Required maintenance Provides detailed reporting of all software purchases across an enterprise Publisher audited-SIIA approved software purchase history ASAP E-Way (1999) Obtain contract pricing Place and track orders Manage your VLA’s Run standard or custom activity reports Request tech support and RMA’s ..and now introducing ASAP’s eSmart!!!

ASAP and Microsoft Resources ASAP Software Lynn Tumen, Account Executive ltumen@asap.com 513-588-2781 Chris Moore, Inside Sales State Government cmoore@asap.com 800-883-0728 fax:847-465-3277 Angela Welbaum, Inside Sales Local Government awelbaum@asap.com 800-883-0727 fax:847-465-3277 Microsoft Jim Baumgart, Account Executive jamesbau@microsoft.com 812-949-5060 Jalel Levy, HQ Sales Rep jalell@microsoft.com 800-426-9400 x11493 Robert Van Meter, Local Gov Rep robvme@microsoft.com 800-426-9400 x11700

Questions?