1. Licensing Review Steve Hancock Licensing Specialist
4/14/2017 9:09 AM
Licensing Review
Steve Hancock
Licensing Specialist
Public Sector – State and Local Government
©2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

2. 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%

3. Enterprise Program Standardize on Desktop and purchase centrally!
Customers with >250 desktops
Options for customers with 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

4. 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

5. 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

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

7. Elements of the 2007 Microsoft Office system
Servers
Programs
Services

8. 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 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
, Personal Information Management, basic collaboration
Developer extensibility
Outlook
Word
Excel
Power Point

9. 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 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
Apply policy statements to
Requires Windows Rights Management Services and CALs

10. 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

11. 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.

12. 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.

13. 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.

14. 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.

15. Elements of the 2007 Microsoft Office system
Servers
Servers
Programs
Services

16. 2007 Microsoft Office Servers
Standard CALs
Enterprise CALs
Collaboration portal + content management
Document lifecycle capabilities
Enterprise search enhancements
E-Forms services
Spreadsheet publishing and reporting
Business data integration
Publishing of InfoPath forms
Editing and submitting via browser
Centralized e-Forms catalog and lifecycle management
Project tracking
Plan, schedule, assign resources
Time and status reporting
Portfolio analysis and optimization
Track assets, operations, & products
Life cycle analysis and planning
Some of the 2007 Microsoft Office Servers will require two levels of client access licenses in order to take advantage of all of the features and capabilities, while others will only require one as had previously been the case. In some instances, as will Office Groove Server, there are no client access license requirements. The terms Base CAL and Additive CAL are descriptive only, not the product names. Client access licenses will continue to be available in ether per user or per device options.
Rich-client & Calendaring
Outlook Web Access
Direct Push to Devices
Antigen for Exchange
Exchange Hosted Services Filtering
Managed Folders
On-premise server with AD integration
Deploy, manage & integrate clients
Relay Manager & Data Bridge
- Utility Server - No CAL Required

17. Microsoft Server CAL Suites Overview
4/14/2017 9:09 AM
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

18. Microsoft Server CAL Suites Overview
4/14/2017 9:09 AM
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 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.

19. 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

20. 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

21. Microsoft Server Capabilities
4/14/2017 9:09 AM
Microsoft Server Capabilities
Foundation for IT Infrastructure
Platform, group policy, identity, security
Content management
Systems management
Enterprise portal and search
Team collaboration sites
Core CAL Suite
Windows Server CAL
Exchange Server Standard CAL
Office SharePoint Server Standard CAL
Systems Management Server CAL
Enterprise CAL Suite
Secure Communication, Collaboration and Compliance
Presence and synchronous communications (IM)
Information rights management
Client, server and edge security
Client monitoring and updates
On premise multi-party audio, video and web conferencing
Web based forms solutions
Spreadsheet publishing
Business data connector web parts
SQL can be added as an optional purchase
Core CAL Suite
Office Communications Server Std CAL
Office SharePoint Server Enterprise CAL
Exchange Server Enterprise CAL
Windows Rights Management Services
Operations Manager Client OML
Office Communications Server Ent CAL
SQL (optional for an additional charge)
Forefront Security Suite
Enterprise Database Management 21
©2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

22. 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

23. 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

24. Software Assurance Benefits
Detailed information in the Product List
Enterprise and Select SAM customers receive greatest amount of benefits

25. Maximize Value And Empower People To Succeed
Desktop Deployment Planning Services
Windows Pre-Installation Environment
Desktop Optimization Pack
New Version Rights
Spread Payments
Extended Hotfix Support 2006
Windows Fundamentals for Legacy PCs
Windows Vista Enterprise
Virtual PC Express
Training Vouchers
eLearning
Home Use Program
Employee Purchase Program
Enterprise Source License Program
24x7 Problem Resolution Support
TechNet Plus
Cold Back Up for Disaster Recovery
Corporate Error Reporting

26. Desktop Deployment Planning
Deployment package designed to assist customers’ planning deployment of their desktop (Office & Client)
Services will be delivered by Certified Partners and Microsoft Consulting Services
Customers may trade Training Vouchers for larger deployment packages
The number of days of support available is earned based on the 3 year Office system App Pool SA spend:
$60k SA spend = 1 day
$300k SA spend = 3 days
$600k SA spend = 5 days
$1.25Mk SA spend = 10 days*
Customers may trade Training Vouchers for additional days
Available for Enterprise and Select SAM customers only

27. E-Learning For Customers with Desktop SA For Customers with Server SA
Qualifying volume licensing customers are eligible for the following:
For Customers with Desktop SA
The number of desktops on which the e-learning courses can be installed or accessed is limited to the number of qualifying SA application or SA system licenses purchased.
For Customers with Server SA
The number of users who can access e-learning server courses is limited to the number of qualifying SA server licenses purchased. CAL (Client Access Licenses) licenses do not qualify.
Available for all SA customers (Select, Select SAM, Enterprise)

28. Windows Vista Enterprise
Enhanced data protection with Full Volume Encryption
Helps protect sensitive data and intellectual property from being compromised on a lost, stolen or recycled machine
Native hardware and software support for encryption of hard drives and file systems
Integration of all Windows user interface languages into a single, worldwide disk image
Enables IT pros to easily and cost-effectively configure a single, worldwide disk image spanning all languages, PC form factors, & hw configs

29. Desktop Optimization Pack
Available to Windows Client SA customers only
Subscription package
Products:
SoftGrid Application Virtualization
Asset Inventory Services
Diagnostic & Recovery Toolset
Advanced Group Policy Management
ERP ~$8.50 per user per year per desktop

30. Includes all features of Windows Vista Business plus:
The Optimized Windows Desktop Vista Enterprise + Microsoft Desktop Optimization Pack : the most cost effective & flexible desktop management solution
Microsoft Desktop Optimization Pack for Software Assurance
Accelerate the different stages of OS and application deployment and management using application virtualization and streaming
Translating software inventory into business intelligence
Powerful tools to accelerate desktop repair
Enhancing group policy through change management
Transform applications into centrally managed services available when and where needed and easily updated with software streaming
Windows Vista Enterprise
Data Protection with Windows® BitLocker™ Drive Encryption
Application Compatibility
Licensing rights to 4 Virtual OS’es
Subsystem for Unix-Based Applications (SUA)
Worldwide deployment with Multi-lingual User Interface Packs (MUI)
Windows Vista Business
Keep business PCs running smoothly
Powerful, more effective productivity
Connected with customers & partners, efficient for your business
SoftGrid Application Virtualization
Asset Inventory Services
Diagnostic & Recovery Toolset
Advanced Group Policy Management
Includes all features of Windows Vista Business plus:
Four Virtual Operating Systems
Windows BitLocker Drive Encryption
Multi-lingual User Interface (MUI)
Subsystem for Unix-Based Apps (SUA) 30

31. Training Vouchers
Redeemed at Certified Partners for Learning Solutions (CPLS) for in-depth instructor-led training
Hands on training for agreement technology (Microsoft Office, Microsoft Windows or Microsoft Servers)
Realize ROI faster, and increase the productivity
Amount awarded is based on Application licenses
Available for Enterprise and Select SAM customers only

32. Home Use Program Application products
Primary user of licensed device is entitled to 1 copy of the product to use at home
Employee pays cost of media, shipping, and taxes (if applicable) - ~$21.95 per product
Current list of available products located on Product List
Terms are between Microsoft and individual employees
Available for all SA customers (Select, Select SAM, Enterprise)

33. Employee Purchase Program
Available for Apps and Systems pools
Employees can purchase MS product at reduced prices
Employees place orders directly with Microsoft via password protected ecommerce site
Licenses and products purchased are for personal use only
Max # of licenses per prod per employee is three
Terms are between Microsoft and individual employee
Available for Enterprise and Select SAM customers only

34. 24x7 Problem Resolution Support
One free base incident when one qualifying Server SA is purchased
One incremental phone incident per:
$20K for servers & CALs
$200K for Office system Apps & Win client SA spend
SA incidents get equivalent credit on Premier contract – trade up or discount
Unlimited web support for servers covered by SA
Available for all SA customers (Select, Select SAM, Enterprise)

35. Questions?

36. Appendix

37. 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 , 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

38. 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

39. 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