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EA Transition Scenarios
Office 365 & windows intune
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Transition Scenarios - Disclaimers
Scenarios provided are current Plan of Record. Operational details are being finalized Any pricing provided is solely for illustrative purposes Subscriptions coverage are simplified. Scenarios & guidance provided only valid for multi-tenant āSā deals
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Inventory of Scenarios
1) Pro Desktop to E3 and adding K2 [EQ; LR] 2) Enterprise Desktop to Intune Add on [EQ] 3) Office Pro/Std to E2 [N; LR] 4) Core CAL transition to E1/E3 [EQ; N] 5) Pure Online Services Step Up from E1 to E3 [EQ; SU; LR] 6) BPOS to E1 conversion and to E3 [C; SU; LR] 7) Platform EAS transition to E3 [EQ] 8) Deskless Worker suite to K1/K2 [C; SU; EQ] 9) Deskless Worker suite to E1/E2 [C; SU; N; LR] 10) Transition O365+CoreCal to Intune+O365 [EQ; LR] 11) Add net new seats to Intune + CAL Bridge [EQ; LR] 12) New Online Only + Bridge CAL customer [EQ] 13) Adding Exchange Online [EQ; LR] Appendix: - License Reduction Scenarios 14) EA Platform to O365 + Intune [EQ; LR] 15) Enterprise Desktop transition to Win Intune [EQ] 16) Office Std Platform to E3 [N] 17) CoreCAL/ECAL transition to Win Intune [EQ] 18) ECAL to E3 and E4 [N] 19) Exchange Online (wave12) to E3 [EQ; LR] Key: [EQ]: Equivalent [N]: Non Equivalent [C]: USL for SA conversion [SU]: Step Up [LR]: License Reservation Red: Higher Priority Scenario
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Scenario 1: Pro Desktop to E3 and Add K2
[EQ; LR] Y1 Y2 Y3 2000 E3 ($0) 2000 E3 2000 E3 3000 K2 3000 K2 License Reservation 2nd yr invoice 3rd yr invoice Transition Period Customer hasā¦ 1 On Y1 anniversary, we invoiceā¦ 6000 Office Pro Plus SA 8000 Win OS SA 2000 Office 365 Plan E3 2000 Core CAL Bridge for Office 365 6000 CoreCAL SA 8000 Professional Desktop SA 2 Transitions 2000 Office Pro Plus SA + Core CAL SA to 2000 Plan E3 in Y1 via License Reservation process (No charge during transition period) There is no invoice as they are added via License Reservation 3 Adds 3000 K2 for uncovered manufacturing floor workers in Y2 via License Reservation process On Y2 anniversary, we invoiceā¦ 3000 Office 365 Plan K2 (Proration +12mos) 2000 Office 365 Plan E3 2000 Core CAL Bridge for O365 6000 Office Pro Plus SA 6000 CoreCAL SA 8000 Win OS SA Note: If customer is going to E1, Office SA maintained on-premises. On-premises Components will be platform skus If devices used by K2 are new to license count, then full CAL suite needs to be added.
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Scenario 2: Enterprise Platform transition to Windows Intune Add-On
Y1 Y2 Y3 1000 Enterprise Desktop 1000 Office Pro Plus 1000 Windows Client 900 ECAL 100 Windows Intune Add-On (Float) 100 Windows Intune Add-On 100 ECAL Bridge for Windows Intune Customer hasā¦ 1 1000 Enterprise Desktop On Y1 anniv, we invoiceā¦ 1000 Enterprise Desktop Customer wants to transition in Y2 100 devices to Windows Intune Add-On 2 On Y2 anniv, we invoiceā¦ 1000 Office Pro Plus 1000 Windows Client Customer pays for Windows Intune for Y3 3 900 ECAL 100 Windows Intune Add-On 100 ECAL Bridge for Windows Intune
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Scenario 3: Office Pro to E2
[N; LR] Scenario 3: Office Pro to E2 Y1 Y2 Y3 200 E2 License Reservation 200 E2 2nd yr invoice 200 E2 3rd yr invoice There is no invoice as they are added via License Reservation 1 Customer hasā¦ 500 Office Pro SA On Y1 anniversary, we invoiceā¦ 300 Office Pro SA 200 Office 365 Plan E2 (for Year 2) 2 Customer transitions 200 to E2 in Y1 via License Reservation process Note: E2 Transition SKU includes ācreditā for Office Web Apps Y1 anniversary, customer places order for licenses reserved as part of the True Up There is no Bridge CAL as customer doesnāt have CAL Suites on Premises 200 E2 Transition SKU (prorated for Year 1) On Y2 anniversary, we invoiceā¦ 200 Office 365 Plan E2 300 Office Pro SA
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Scenario 4: Core CAL Transition to E1/E3
[EQ; N] Scenario 4: Core CAL Transition to E1/E3 Y1 Y2 Y3 1500 E3 1500 E3 1000 E1 ($0) 1000 E1 1000 E1 2nd yr invoice 3rd yr invoice Transition Period New Invoice Customer hasā¦ 1 On Y1 anniversary, we invoiceā¦ 4000 Core CAL SA 1000 Office 365 Plan E1 1000 Core CAL Bridge for Office 365 5000 Core CAL SA 2 Transitions 1000 Core CAL SA to 1000 Plan E1 in Y1 (via PO) At time of new service, we invoiceā¦ 1500 Office 365 Plan E3 transition SKU* If a transition is not reported at Y1, the 1,000 E1 cannot be given the transition āfree float.ā CAL Suite Bridges provide CALās that are āleft behindā when a customer moves a portion of Core CAL/ECALās workload to the cloud. 3 Transitions additional 1500 Core CAL SA users to Plan E3 in Y2 via a Purchase Order (not Reservation) On Y2 anniversary, we invoiceā¦ 2500 Core CAL SA 1000 Plan E1 2500 Core CAL Bridge for Office 365 1500 Plan E3 Note: Will not allow from ECAL to E1/E2 * Core CAL SA in Y2 already invoiced, so CAL Bridge not required
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Scenario 5: Pure Online Services Step Up from E1 to E3
Y1 Y2 Y3 1000 Office 365 E1 250 E1 to E3 Step-Up 1 Customer hasā¦ No invoice as it is via License Reservation 1000 Office 365 E1 1000 Office 365 E1 On Y1 anniv, we invoiceā¦ 250 E1 to E3 Step-Up (Prorated in arrears) 250 E1 to E3 Step-Up (for Year 2) Customer wants to step-up 250 E1 seats to E3 in year 1 via License Reservation 2 Notes: At Y1 anniversary customer is invoiced for prorated usage during year 1 + following 12 months Step-up SKU remains in place through term ā it is not replaced with āfullā E3 until renewal 1000 Office 365 E1 250 E1 to E3 Step-Up On Y2 anniv, we invoiceā¦
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Scenario 6: BPOS to E1 Conversion and then to E3
[C; SU; LR] Scenario 6: BPOS to E1 Conversion and then to E3 Y1 Y2 Y3 2000 Office Pro Plus SA 1600 Office Pro Plus SA 400 Core CAL Bridge for Office 365 2000 Pro Desktop SA 400 BPOS 1600 Core CAL SA 400 Office 365 Plan E1 License Reservation 400 Step Up to E3 400 Step Up to E3 Migration to wave 14 On Y1 anniversary, we invoiceā¦ 1600 Core CAL SA 400 Office 365 Plan E1 (Full USL) 2000 Win OS SA 2000 Office Pro Plus SA 400 Core CAL Bridge for Office 365 Customer hasā¦ 1 2000 Pro Desktop SA 400 BPOS (USL for SA) Lock O365 prices and revise CPS to convert USL for SA to full USL 2 On Y2 anniversary, we invoiceā¦ 1600 Core CAL SA 400 Step Up E1 to E3 (prorated + 12mos) 2000 Win OS SA 1600 Office Pro Plus SA 400 Office 365 Plan E1 (Full USL) 400 Core CAL Bridge for Office 365 Customer Steps Up 400 E1 to E3 in Y2 Via License Reservation. 3 Notes: Migration must occur before Step Up Step Up is invoiced on Y2 anniversary for proration period + 12 months
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Scenario 7: Platform EAS transition to E3
Y1 Y2 Y3 500 E3 ($0) 500 Office 365 Plan E3 500 Core CAL Bridge 100 E3 ($0) Transition Period Transition Period 1 Customer hasā¦ On Y2 anniversary, we invoiceā¦ 2100 Core CAL Lic/SA 500 Office 365 Plan E3 2600 Win OS Lic/SA 2100 0ffice Pro Plus Lic/SA 500 Core CAL Bridge for Office 365 2500 Pro Desktop Lic/SA Transition 500 seats to E3 in Y2 2 Customer grows and Order for 2600 Pro Desktop Lic/SA and 500 E3 3 Transition 100 seats to E3 in Y3 4 Note: At renewal the seats added in E3 will be invoiced
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Scenario 8: Deskless Worker Suite to K1/K2
Y1 Y2 Y3 500 K2 500 K2 DW ļØ K1 Technical Migration to K1 K1 K1 GA 2nd yr invoice 3rd yr invoice New Invoice 1 Customer hasā¦ On Y1 anniversary, we invoiceā¦ 1000 Deskless Worker Ste. (Tech. migrated to K1) 1000 Deskless Worker Suite Microsoft technically migrates customer from Deskless Worker to K1 approx. 3-6 months after GA. 2 At time of addition, when PO is placed, we invoiceā¦ 500 K2 Step-Up from K1 (prorated) 3 Customer Steps-Up 500 from K1 to K2 in Year 2 via Purchase Order On Y2 anniversary, we invoiceā¦ 1000 Deskless Worker Ste. (Tech. migrated to K1) 500 K2 Step-Up from K1 GA: General Availability of Office 365
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Scenario 9: Deskless Worker Suite to E1/E2
Y1 Y2 Y3 500 E2 500 E2 DW ļØ K1 Technical Migration to K1 K1 K1 GA 2nd yr invoice 3rd yr invoice License Reservation 1 Customer hasā¦ On Y1 anniversary, we invoiceā¦ 1000 Deskless Worker Ste. (Tech. migrated to K1) 1000 Deskless Worker Suite Microsoft technically migrates customer from Deskless Worker to K1 approx. 3-6 months after GA. 2 We donāt invoice at time of addition as licenses added via Reservation On Y2 anniversary, PO is placed for Reserved licenses, we invoiceā¦ 1000 Deskless Worker Ste. (Tech. migrated to K1) 500 E2 Step-Up from K1 (for Year 3) 3 Customer Steps-Up 500 from K1 to E2 in Year 2 via License Reservation Note: - Same Guidance applies to E1 transition as well - Scenario may not be supported until Sepā11 500 E2 Step-Up from K1 (True Up) GA: General Availability of Office 365
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Scenario 10: Transition O365+Core CAL to Intune+O365
[EQ, LR] Scenario 10: Transition O365+Core CAL to Intune+O365 Y1 Y2 Y3 1000 Office 365 E3 1000 Core CAL Bridge for Office 365 750 Core CAL Bridge for O365 250 Intune Add-On (float) 250 Intune Add-On 250 Core CAL Bridge for O365 and Intune 1 Customer hasā¦ 1000 Office 365 E3 1000 Core CAL Bridge for O365 On Y1 anniv, we invoiceā¦ 1000 Office 365 E3 1000 Core CAL Bridge for O365 2 Customer wants to transition 250 Seats to Intune in Y2 via License Reservation 1000 Office 365 E3 250 Intune Add-On 250 Core CAL Bridge for O365 and Intune 750 Core CAL Bridge for O365 On Y2 anniv, we invoiceā¦ Intune Add-on requires Windows component Intune does not include MDOP. If EA has OS with MDOP: Add Intune Remove OS with MDOP Add MDOP with Suite SKU
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Scenario 11: Add net new seats to Intune+ CAL Bridge
[EQ; LR] Scenario 11: Add net new seats to Intune+ CAL Bridge Y1 Y2 Y3 1000 Intune 1250 Intune 1000 Core CAL Bridge for Intune 250 Intune 250 Core CAL Bridge for Intune 18 Month LSA True-Up License Reservation 1 Customer hasā¦ 1000 Intune 1000 Core CAL Bridge for Intune On Y1 anniv, we invoiceā¦ 1000 Intune 1000 Core CAL Bridge for Intune We donāt invoice at time of addition as licenses added via Reservation 2 Customer wants to add 250 new Intune seats in Y2 via License Reservation 1250 Intune 250 monthly prorated Intune 250 Core CAL Bridge for Intune 18mo. LSA T/U 1000 Core CAL Bridge for Intune On Y2 anniv, we invoiceā¦ Customer pays monthly pro-rated usage for Intune at next anniversary CoreCAL Bridge for new seats are Trued Up. Customer pays 18 month LSA true-up on Core CAL Bridge for Intune at next anniversary.
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Scenario 12: New Online Only + CAL Bridge customer
800 Intune 800 Core CAL Bridge for Intune L&SA On each anniv, we invoiceā¦ 800 Intune 800 Core CAL Bridge for Intune L&SA 1 Customer hasā¦ Nothing ā New Customer 2 Customer wants to purchase 100% coverage of Intune and Core CAL Bridge (800 devices) Customer elects Core CAL on Product Selection Form to get CAL Bridge Core CAL Bridge assigned to 100% of desktops <100% CAL Bridge Coverage not allowed in this case ā qualified desktops not covered with Intune/Bridge would require full Core CAL
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Scenario 13: Adding Exchange Online
Y1 Y2 Y3 2000 Pro Desktop SA 800 Exchange Online License Reservation Customer hasā¦ 1 We donāt invoice at time of addition as licenses added via Reservation 2000 Pro Desktop SA On Y1 anniversary, we invoiceā¦ 2000 Pro Desktop SA 800 Exchange Online (prorated + 12mo) 800 users migrated to Exchange Online In Y1 via License Reservation 2 On Y2 anniversary, we invoiceā¦ 2000 Pro Desktop SA 800 Exchange Online Notes: At Y1 anniversary customer is invoiced for prorated usage during year 1 + following 12 months Exchange Online is bought as Additional Product
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Key Concepts Reviewed Along The Scenarios
Transitions: Equivalent vs. Non Equivalent Transition Grants 3 Key SKU Types: Bridge CAL Transition SKUs Step Up SKUs License Reservation and True Up in uEA License Reduction Conversion and Migration
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License Reduction Effects on License Count due to Transition
Reductions when ordering only Online Services Reductions under a hybrid environment
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Effects on License Count due to Transition
1,000 Office Pro Plus Y1 Y2 Y3 900 Office Pro Plus Final license Count: 600 Office Pro Plus 200 Office 365 Plan E3 1 Customer signs uEA for 900 licenses Professional Desktop (device CAL). Device : User ratio equals to 2:1 800 At Y1, Customer places true up for 100 Professional Desktop This is NOT considered a license reduction. It is just the effect of a transition (replacing device based licenses by user based licenses) for a customer with more devices than users 2 3 At Y2, Customer places PO to reconcile 400 devices transitioned to 200 E3 (USL)
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Reductions when ordering only online services
1,200 Office 365 Plan E3 Y1 Y2 Y3 1,000 Office 365 Plan E3 250 Office 365 Plan E3 1 2,000 qualified users Customer signs an uEA with Online Services only for 1,000 licenses of Office 365 Plan E3. When ordering only Online Services - Customer may reduce the quantity of OLS licenses as part of the annual true- up below initial quantity and up to a min of 250 for Enterprise OLS not contributing to enterprise-wide commitment. - Additional products available as subscription licenses may be reduced to zero. At Y1, Customer reports true up for 200 additional Office 365 Plan E3 2 3 At Y2, Customer reports a license reduction down to minimum of 250 Note: In EA Subscription, License Reduction is not applicable
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Reductions under a hybrid environment
500 Office Pro+ 1,500 Devices 1,000 E3 500 Office Pro+ 1,500 Devices 1,200 E3 500 Office Pro+ 1,500 Devices 1 Customer with 1,500 qualified devices signs uEA with Online Services for: 500 Office Pro Plus and 1,000 E3. For Subscription Licenses part of an Enterprise-wide purchase, Licenses may be reduced if the total quantity of Licenses and Software Assurance for an applicable group meets or exceeds the quantity of initial Qualified Devices Additional products available as subscription licenses may be reduced to zero. At Y1, Customer reports true up for 200 additional Office 365 Plan E3 2 At Y2, Customer reports a license reduction down to 1,000 E3 3
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Scenario 14: EA Platform to Office 365 + Intune
Y1 Y2 Y3 1000 Enterprise Desktop 1000 Windows SA 1000 Office 365 E3 (float) 1000 Office 365 E3 1000 Intune Add-On (float) 1000 Intune Add-On 1000 ECAL Bridge for O365 and Intune Customer hasā¦ On Y1 anniv, we invoiceā¦ 1000 Enterprise Desktop 1 1000 Enterprise Desktop We donāt invoice at time of addition as licenses added via Reservation 2 Customer wants to transition to Office InTune Add-On in Y2 via License Reservation On Y2 anniv, we invoiceā¦ 1000 Office 365 E3 1000 Windows SA 1000 ECAL Bridge for O365 and Intune 1000 Windows Intune Add-On
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Scenario 15: Ent Desktop Transition to Windows InTune
Y1 Y2 Y3 200 Win InTune ($0) 200 Win InTune 200 ECAL Bridge for Win InTune 2nd yr invoice 3rd yr invoice Transition Period 1 Customer hasā¦ On Y1 anniversary, we invoiceā¦ 2000 Office Pro Plus SA 2000 Windows OS SA 2000 ECAL Suite SA 2000 Enterprise Desktop SA 2 Customer wants to transition 200 devices to Windows InTune in Y2 On Y2 anniversary, we invoiceā¦ 200 Windows InTune 200 ECAL Bridge for Win InTune 1800 ECAL Suite SA 1800 Windows OS SA 2000 Office Pro Plus SA 3 Customer pays for InTune for Y3 Note: Windows InTune does not include MDOP. If EA has OS with MDOP: Add Windows InTune Remove OS with MDOP Add MDOP Suite SKU Note: Windows is per device. Office 365 is per user.
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Scenario 16: Office Standard Platform to E3
Y1 Y2 Y3 500 Office 365 Plan E3 2nd yr invoice 500 Core CAL Bridge 500 Office 365 Plan E3 3rd yr invoice 500 Core CAL Bridge 500 E3 New Invoice 1 Customer hasā¦ At time of transition we invoiceā¦ 500 E3 Transition SKU (prorated) 1500 Office Standard SA 1500 Windows OS Upgrade SA On Y1 anniversary, we invoiceā¦ 1000 Core CAL SA 500 Office 365 Plan E3 500 Core CAL Bridge for Office 365 1000 Office Standard SA 1500 Windows OS Upgrade SA 1500 Core CAL SA Customer transitions 500 Office Standard and Core CAL to E3* in Y1 by placing a PO 2 On Y2 anniversary, we invoiceā¦ 1000 Core CAL SA 500 Office 365 Plan E3 500 Core CAL Bridge for Office 365 1000 Office Standard SA 1500 Windows OS Upgrade SA Note: E3 Transition SKU includes an uplift for Office Std and Core CAL to Office 365 E3 At end of agreement, customer does not have perpetual rights to Office Pro Plus. If Office Pro Plus + Core CAL, customer gets transition grant to E3 for Y1
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Scenario 17: Core CAL/ECAL Transition to Win Intune
Y1 Y2 Y3 250 Win InTune 250 Win InTune 250 Core CAL Bridge for Win InTune 2nd yr invoice 3rd yr invoice New Invoice 1 Customer hasā¦ On Y1 anniversary, we invoiceā¦ 1000 Office Pro Plus SA 1000 Core CAL SA 1000 Office Pro Plus SA 1000 Core CAL SA At time of addition, a PO is placed, we invoiceā¦ 250 Windows InTune Transition SKU Customer wants to transition 250 devices to Windows InTune in Y2 by placing a Purchase Order 2 1000 Office Pro Plus SA 250 Windows InTune 250 Core CAL Bridge for Win InTune 750 Core CAL SA On Y2 anniversary, we invoiceā¦
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Scenario 18: Transition ECAL to E3 and E4
Y2 Y3 Y1 1500 E4 1500 E4 1000 E3 1000 E3 & ECAL Bridge 1000 E3 & ECAL Bridge 2nd yr invoice 3rd yr invoice New Invoice New Invoice Customer hasā¦ 1 PO placed for the transition, we invoiceā¦ 1000 Office 365 Plan E3 Transition SKU* 5000 ECAL SA On Y1 anniversary, we invoiceā¦ 4000 ECAL SA 1000 Office 365 Plan E3 1000 ECAL Bridge for Office 365 2 Transitions 1000 ECAL SA to 1000 Plan E3 in Y1 by placing a PO At time of new service, we invoiceā¦ 1500 Office 365 Plan E4 transition SKU* 3 Transitions additional 1500 ECAL SA users to Plan E4 in Y2 by placing a PO On Y2 anniversary, we invoiceā¦ 2500 ECAL SA 1500 Office 365 Plan E4 1000 Office 365 Plan E3 2500 ECAL Bridge for Office 365 Note: Will not allow from ECAL to E1/E2 * ECAL SA in already invoiced, so CAL Bridge not required until next anniversary
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Scenario 19: Exchange Online (wave12) to E3
Y1 2000 Win OS SA Y2 2000 Win OS SA Y3 2000 Office Pro Plus SA 1600 Office Pro Plus SA 2000 Pro Desktop SA 400 Exchange Online (USL for SA) 2000 Core CAL SA 400 Exchange USL for SA 1600 Core CAL SA 400 Core CAL Bridge for O365 400 E3 ($0) License Reservation 400 Office 365 Plan E3 Migration to wave 14 2000 Win OS SA 400 Office 365 Plan E3 1600 Core CAL SA 1600 Office Pro Plus SA 400 Core CAL Bridge for Office 365 On Y2 anniversary, we invoiceā¦ On Y1 anniversary, we invoiceā¦ 2000 Win OS SA 400 Exchange Online USL for SA 2000 Core CAL SA 2000 Office Pro Plus SA Customer hasā¦ 1 2000 Pro Desktop SA 400 Exchange (USL for SA) Lock O365 prices. No need to convert USL for SA to full USL. 2 Customer Steps Up 400 Exchange Online to E3 in Y2 via License Reservation. 3 Notes: Migration must occur before Step Up Step Up is not invoiced retroactively on Y2 as it is an equivalent transition to E3
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Scenario 20: K1 w/ CoreCAL by device (wave12) to E1
Similar to 119 (Thru transition, versus thru step up) User:device already covered with CoreCAL (no carve out)
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Scenario 21: K1 w/ CoreCAL by user (wave12) to E1
Need to step up from K1 to E1 and true Up bridge CAL K1 were not included in the QU count
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