Microsoft Academic Licensing

Academic Licensing The purpose of this presentation is to clarify the precise mechanics of Microsoft’s Academic Licensing programme: What are the options Who qualifies What products count Processes involved It explains how different types of educational establishments benefit from volume licensing, and details off-campus and termination procedure.

Agenda Eligibility Academic Select Academic Open Student/Teacher Licence School Subscription Campus Subscription

Who is eligible for academic licensing programmes? Ministry of Education Universities Colleges Schools Government Education Authorities Government Training Colleges Teaching Hospitals Public Libraries Museums A charitable organisation which operates on a not for profit basis and whose aim is i) the relief of poverty, ii) the advancement of education; iii) the advancement of social and community welfare, iv) the advancement of culture, or v) the advancement of the natural environment

Academic Select

Three year volume licensing agreement For institutions with more than 250 desktops Purchase perpetual licences Products split into three pools: Applications, Systems and Servers – 1500 points per pool Select media sent to customer Can be used in conjunction with annual licensing agreements for additional product requirements

Academic Select Process Customer signs Master agreement and enrolments under that Master Sold through EdLars and Lars only Purchase either Licence only or Licence + Software Assurance

Student Select Perpetual student licences available for Microsoft® Office 2003 Standard/Professional and Microsoft® Windows® XP upgrade Institution must have Select 6.0 agreement in place Student addendum is signed as part of the Select 6.0 master Minimum 750 points across product pools Higher and Further Education students only

Academic Open

Two year licence agreement Purchase perpetual licences Minimum initial order level of five licences Re-order level of one licence Can be used in conjunction with annual licensing agreements for additional licensing requirements

Academic Open Process No paperwork needs to be signed – terms and conditions are accepted first time customer activates licence Sold through distribution/AER channel No media pack – media purchased separately as required Payment upfront

Student/Teacher Licence

Student Licence details Office 2003 Standard includes: Microsoft ® Word 2003 Microsoft ® Excel 2003 Microsoft ® Outlook ® 2003 Microsoft ® PowerPoint ® 2003 PLUS: Content CD - 24,000 premium images, animations, and sounds to help enhance documents, presentations, spreadsheets, and Web pages. Step by Step Guide - Quickly learn how to use the suite of Office XP programs at your own pace. Build the skills needed and practice with real-world examples.

Purchase Qualifiers ONLY a qualifying student (a defined term), parent/guardian or teacher may buy this product – the programme is not open to anyone else. “Student”: Must be enrolled on a full-time or part-time basis in a school, college or university, which is recognised by the applicable government agency. “Parent/Guardian”: Have children in the above category and wish to purchase on their behalf for their educational use. “Teacher”: Employed full-time or part-time to teach within any such school, college or university as above.

Student/Teacher Licence Process Sold through retail stores and AER’s Once the customer is no longer eligible for licence it becomes a perpetual licence The licence can be loaded on up to three PC’s within the eligible customers home

School Subscription

School Agreement Overview Primary and Secondary Schools Customer can choose 1 or 3 year agreement Price protection over three years Licensed to run any version including upgrades and downgrades Sold through Authorised Education Resellers

School Agreement Details Choice of desktop products and also servers 15% discount on the primary product platform Student option Flexible buy out Welcome pack of media (Office and Windows upgrade only – if these products have been chosen) agreement process

Steps for School Subscription Count number of eligible PC’s Choose products from product list Count number of students (if required) Choose products from product list Choose server products and multiply by number of servers to deploy these on Multiply number of PC’s by number of products and number of servers by point count per server = unit count

Eligible PC Count All of the following must be included in the PC count: Pentiums, PowerMacs, iMacs The customer can choose to count any number of 286’s, 386’s and 486’s

What products can be selected? Office Professional Windows Upgrade Core CAL Frontpage Project Class Server SAL (student access licence) Encarta (all products = 1 point) Live Communication Server CALs MS Press Titles SQL Server CALs Visio Professional Visual Studio Publisher OneNote

What servers can be selected? Biz Talk Server Processor Licence (50) Biz Talk Server Ent Processor Licence (200) Class Server (50) Exchange Server Enterprise (30) Exchange Server Standard (15) Host Integration Server Processor Licence (25) ISA Server Processor Licence (25) ISA Server Ent Edtn Processor Licence (75) Sharepoint Portal Server (65) SQL Server Ent Edtn (30) SQL Server Ent Edtn Processor Licence (125) SQL Server Standard Edtn (15) SQL Server Edtn Processor Licence (50) System Management Server (15) Windows Advanced Server (30) Windows Server (15) (numbers in brackets = points)

What servers can be selected? (cont…) Content Management Server (200) MOM Base Processor Licence (15) Windows Server External Connector (20) Windows Terminal Server External Connector (30) MOM Application Management Pack Processor Licence (15) Live Communication Server (15) Live Communication Server External Connector (75) Exchange Server External Connector (200) Project Server (15) (numbers in brackets = points)

Minimum Order Requirements Level A = 50 units and Level B =2500 units Units = # of PC’s X # of products Example 1: 50 PCs X 1 product = 50 units Example 2: 10 PCs X 5 products = 50 units Server units calculated by point count for server X number of servers

Student Option For student owned laptop/PC 100 unit minimum requirement in addition to minimum requirement for institution Licence specific number of students instead of entire population Institution responsible for management and control Perpetual usage rights via buy-out Must have School agreement in place

Work at Home Rights For staff for work-related purposes ONLY Customer elects desktop products they want to have WAH rights for excludes SQL CALs, Class Server SAL, TS CALs, MS Press titles and Magic School Bus Use at home extended to include pupils using institution-owned laptops This is FOC

Flexible Buy-out Option No need to convert all Windows, Office Pro and Core CAL licences to perpetual licences May acquire perpetual licences for products and quantities desired

School Subscription Process Customer signs Master Campus and School agreement Also completes the School Subscription document which lists all their purchase requirements Needs to be sent via to distributor for processing

Campus Subscription

Campus Overview Further Education and Higher Education Institutions Term 1 or 3 years – annual payments Licensed to run any version including upgrades and downgrades Only sold through LARs/EdLARs

Campus Details Choice of desktop products and also servers 15% discount on the Primary Product Platform Student option Flexible buy out Welcome pack of media (Office and Windows upgrade only – if customer has chosen these products)

Steps for Campus Subscription Count number of eligible FTEs Choose products from product list Count number of students (if required) Choose products from product list Choose server products and multiply by number of servers to deploy these on Multiply number of FTEs by number of products and number of servers by point count per server = unit count

What products can be selected? (all products = 1 point) Office Professional Windows Upgrade Core CAL Frontpage Project Class Server SAL (student access licence) Encarta Live Communication Server CALs MS Press Titles SQL Server CALs Visio Professional Visual Studio Publisher OneNote

What servers can be selected? Biz Talk Server Processor Licence (50) Biz Talk Server Ent Processor Licence (200) Class Server (50) Exchange Server Enterprise (30) Exchange Server Standard (15) Host Integration Server Processor Licence (25) ISA Server Processor Licence (25) ISA Server Ent Edtn Processor Licence (75) Sharepoint Portal Server (65) SQL Server Ent Edtn (30) SQL Server Ent Edtn Processor Licence (125) SQL Server Standard Edtn (15) SQL Server Edtn Processor Licence (50) System Management Server (15) Windows Advanced Server (30) Windows Server (15) (numbers in brackets = points)

What servers can be selected? (cont…) Content Management Server (200) MOM Base Processor Licence (15) Windows Server External Connector (20) Windows Terminal Server External Connector (30) MOM Application Management Pack Processor Licence (15) Live Communication Server (15) Live Communication Server External Connector (75) Exchange Server External Connector (200) Project Server (15) (numbers in brackets = points)

Minimum Order Requirements Level A = 300 units and Level B =3000 units Units = # of FTE’s X # of products Example 1: 100 FTEs X 3 product = 300 units Example 2: 300 FTEs X 1 product = 300 units Server units calculated by point count for server X number of servers

Student Option For student owned laptops or desktop PCs Minimum order requirement = 300 units in addition to minimum requirement for institution Licence specific number of students instead of entire population Institution responsible for management and control Perpetual usage rights via buy-out Must have faculty agreement in place

Work at Home Rights For staff for work-related purposes ONLY Customer elects desktop products they want to have WAH rights for excludes SQL CALs, TS CALs, MS Press titles Use at home extended to include students using institution-owned laptops

Flexible Buy-out Option No need to convert all Windows, Office Pro and Core CAL licences to perpetual licences May acquire perpetual licences for products and quantities desired

Campus Subscription Process Customer signs Master Campus and School agreement Also completes the Campus Subscription document which lists all their purchase requirements Needs to be sent via SRT to EOC for processing

Summary Select – perpetual licensing for larger institutions Student Select – perpetual licensing for Higher and Further Education students Open – perpetual licensing for smaller institutions Student/Teacher Licence – Office 2003 Standard for Students/Teachers/Parents of students School Subscription – annual agreement for Primary and Secondary Schools Campus Subscription – annual agreement for Higher and Further Education institutions