1. Microsoft in Education: Building The Connected Learning Community Jessie Friesen jessicaf@microsoft.com Microsoft Corporation jessicaf@microsoft.com

2. Agenda Introductions Introductions Microsoft Licensing Logic and Overview Microsoft Licensing Logic and Overview The Language of Licensing The Language of Licensing Discussion of Licensing Discussion of Licensing Discussion of Licensing Programs Discussion of Licensing Programs Discussion of how ASU is using the Microsoft licensing programs Discussion of how ASU is using the Microsoft licensing programs Campus Agreement at ASU Campus Agreement at ASU Home Use Options Home Use Options Academic Alliance program for curriculum use Academic Alliance program for curriculum use Q & A Q & A

3. “The single most important use of information technology is to improve education.” Bill Gates, Chairman and Chief Software Architect, Microsoft

4. Microsoft’s Role Software platforms Software platforms Technology innovations Technology innovations Tools and resources Tools and resources Partnerships Partnerships Investments in Education Investments in Education  Pricing  Programs  Research www.microsoft.com/education/www.microsoft.com/education/

5. Online Learning Technologies Home-to-School Portals Teacher Tools Web Services Computers that See, Listen and Learn The Connected Learning Community Home Schools Community Higher Ed

6. The Connected Learning Community: Learning Without Limits  Students, educators, and parents have anytime, any place access to learning  Learning is relevant, individualized, personalized  Schools have information systems that support accountability & efficient management  Schools, campuses, homes, businesses and community resources are connected in a dynamic, collaborative learning environment Microsoft ’ s Vision For Education New devices, powerful software, and a global explosion in web services combine to enable lifelong learning anytime, any place.

7. Software Licensing Basics Software is intellectual property, like a book or music CD Software is intellectual property, like a book or music CD Software license = right to use the software Software license = right to use the software Software License

8. Software License Purchasing Options Original Equipment Manufacturer (OEM) Original Equipment Manufacturer (OEM)  Pre-installed software (i.e. Windows OS)  Individuals and institutions purchasing new computers Full Packaged Product (FPP) Full Packaged Product (FPP)  Boxed, retail software  Individual end-users  Academic Edition available for some MS products Academic Volume Licensing Academic Volume Licensing  Discount purchasing for education institutions  Institution needing 5+ licenses

9. License Overview Replaces multiple Licensing SKUs Replaces multiple Licensing SKUs  Standard License, Version Upgrade, Competitive Upgrade, Product Upgrade, Language Upgrade, and ‘get current’ portion of Upgrade Advantage Provides rights to current version Provides rights to current version No pre-requisite to purchase No pre-requisite to purchase One-time purchase One-time purchase Std VUP PUP CUP UA Licensing offerings have been simplified LUP L

10. Communities on Campus Two Populations 1. Internal to the organization  Faculty/Staff  Labs  Student Employees  Employees 2. External to the organization  Student Owned Machines  Alumni  Community Members  Employee Personal Computers

11. When Licensing Microsoft Technology… Consider WHO is using the software Consider WHO is using the software Consider WHAT software is being used Consider WHAT software is being used With these two answers, you can apply licensing concepts With these two answers, you can apply licensing concepts

12. Operating System and Application Licensing Concepts One to one ratio – one installation equals one license One to one ratio – one installation equals one license No idea of concurrency No idea of concurrency Examples – Office, Project, Visio, Windows XP OS Examples – Office, Project, Visio, Windows XP OS

13. Server Licensing Basics Three elements to consider with any server Server Software Server Software Client Access License (CAL) Client Access License (CAL)  Faculty and Staff  Labs – Institution Owned Assets  Student Owned Machines External Connector External Connector  Student Owned Machines  Community Members  Alumni

14. License theTechnology Stack Exchange Windows Server SQL Server Sharpoint Portal Exchange Windows Server Example 2 Example 1 Exchange Server, Exchange CAL and/or Exchange External Connector Windows Server, Windows Server CAL and/or Windows External Connector SQL Server, SQL CAL and/or SQL External Connector Sharepoint PortalServer, Sharepoint CAL and/or Sharepoint External Connector Exchange Server, Exchange CAL and/or Exchange External Connector Windows Server, Windows Server CAL and/or Windows Server External Connector

15. More Examples Blackboard License per BB Windows Server Windows Server, Windows Server CAL and/or Windows Server External Connector Peoplesoft License per Peoplesoft Oracle License per Oracle Windows Server Windows Server, Windows Server CAL and/or Windows Server External Connector

16. Server Windows 95 Desktop Linux Desktop Windows XP Desktop Apple Mac Desktop Unix Desktop Student Owned Machines Alumni Client Access License Internal External Any Non Institution Owned Asset Client Access License

17. Versions Versions of the Server and the CAL must be the same or greater Versions of the Server and the CAL must be the same or greater  Examples  Windows 2003 Server requires Windows 2003 CAL’s (remember one CAL can access multiple Servers…)  Exchange 2003 Server requires Exchange 2003 CAL’s  Moving from Exchange 5.5 to Exchange 2003? Need Server, CAL and possibly the External Connector for Exchange 2003.

18. Server Licensing Licensing Mode DescriptionScenarios User CAL Each User is licensed for access Good for when you have user’s with more than one device – ie. Laptop, desktop and mobile device Device CAL Each Device is licensed for access Good for when you have less devices than people ie. a Lab of 50 PC’s that is used by 500 people Per Processor Note – Not all licensing modes are available for all server products. Includes Server, Internal CAL’s and External CAL’s Best when unpredictable access from internal and external users is needed External Connector Licenses External Clients for specific access Good when the number of CAL’s are hard to count, the number of CAL’s make the External Connector cost effective.

19. Comparison of External Connector model and CAL licensing 1 User CAL = 1 Faculty/Staff accessing all copies of server software (e.g., Microsoft Exchange ® ) from unlimited number of devices 1 User CAL = 1 Faculty/Staff accessing all copies of server software (e.g., Microsoft Exchange ® ) from unlimited number of devices 1 Device CAL = Unlimited number of Faculty/ Staff accessing all copies of server software from 1 device 1 Device CAL = Unlimited number of Faculty/ Staff accessing all copies of server software from 1 device 1 External Connector = Unlimited number of students/student owned machines, community members, alumni etc. accessing 1 copy of server software 1 External Connector = Unlimited number of students/student owned machines, community members, alumni etc. accessing 1 copy of server software

20. External Connector: Definitions and Examples “Employees – Faculty and Staff as well as Lab Machines A person that performs work for the company as an employee or in any other capacity such as an independent contractor, agent, vendor or service provider  Employees  Vendors  Faculty  Staff You need an External Connector in this instance Student owned machines, Community Members, Alumni Any person other than a person that performs work for the company as an employee, independent contractor, agent, vendor, service provider – e.g., a business partner or customer  Business partners  Consultants  Customers  Alumni  Student Owned machines Definition: Examples:

21. Core CAL Just a convenient way to license 4 CAL’s Includes Client Access Licenses for:  Windows Server  Exchange Server  Systems Management Server  SharePoint Portal Server

22. Common Questions Does the Windows XP Desktop come with a CAL for Windows Server? No. You need to account for this independently of the Desktop OS Does the Windows XP Desktop come with a CAL for Windows Server? No. You need to account for this independently of the Desktop OS Does Outlook come with a CAL for Exchange? No. You need a CAL for each device/user/mailbox – including Outlook Web Access, POP, IMAP, etc Does Outlook come with a CAL for Exchange? No. You need a CAL for each device/user/mailbox – including Outlook Web Access, POP, IMAP, etc Do I need a CAL for my Mac to access a Windows Server? Yes, you would need a Windows Server CAL Do I need a CAL for my Mac to access a Windows Server? Yes, you would need a Windows Server CAL Do I need an OEM Operating System under the Select Agreement or the Campus Agreement? Yes, both programs require an OEM Operating System and what is available under Campus Agreement and Select are Operating System“upgrades” only Do I need an OEM Operating System under the Select Agreement or the Campus Agreement? Yes, both programs require an OEM Operating System and what is available under Campus Agreement and Select are Operating System“upgrades” only Do you offer any “concurrent” mode of licensing? No, we do not, for any application or server Do you offer any “concurrent” mode of licensing? No, we do not, for any application or server

23. Academic Licensing Programs Three programs for higher ed institutions Three programs for higher ed institutions Subscription licensing Subscription licensing  Non-perpetual licenses  Campus Agreement Transactional licensing Transactional licensing  Perpetual licenses  Academic Open or Academic Select

24. The Great Divide Perpetual License Non-Perpetual License Definition License to install and use a specific version of the software for as long as desired License to install and use any version of the software during term of the agreement Synonyms Transactional Licensing Transactional Licensing Annuity Licensing Annuity Licensing Subscription Licensing Subscription Licensing Supporting Programs Academic Open Academic Open Academic Select Academic Select Campus Agreement Campus Agreement

25. Academic Licensing Programs Academic Select Overview Perpetual licenses Perpetual licenses Extensive product selection Extensive product selection Signed agreement Signed agreement 3 Year Term 3 Year Term Ability to include Software Assurance Ability to include Software Assurance Comes with a Library of Media Comes with a Library of Media

26. Academic Licensing Programs Software Assurance Available with Open and Select purchases Available with Open and Select purchases Provides upgrades/updates through term Provides upgrades/updates through term Initially must be purchased with License Initially must be purchased with License  License & Software Assurance Package (L&SA)  Available separately only for renewed coverage Pricing: Pricing:  29% of L price per year for desktop products  25% of L price per year for server products  Best if you wish to upgrade your desktops in within 3½ years or servers in 4 years Campus & School Agreement offer same benefits Campus & School Agreement offer same benefits

27. Select ProgramReview Perpetual License, Like a Book Perpetual License, Like a Book Options are Options are  License or License and Software Assurance options Student Select Program Student Select Program  For Students Personal Use, on their machines

28. Academic Licensing Programs Student Select Overview Purchase great products for students at Academic Select pricing Purchase great products for students at Academic Select pricing  Office 2003 Professional Edition  Office 2003 Standard Edition  Office v. X for Mac Standard Edition  Windows XP Professional Upgrade Perpetual license Perpetual license Higher education students only Higher education students only

29. Campus Agreement “Site License” Subscription for a specific set of products “Site License” Subscription for a specific set of products Includes new software via Software Assurance Includes new software via Software Assurance Yearly subscription – like a magazine subscription Yearly subscription – like a magazine subscription Based on Full Time Equivalent (FTE) not PC’s Based on Full Time Equivalent (FTE) not PC’s

30. Campus Agreement Subscription Yardstick People - FTE Term 12 months – renew each year Three-Year Option of Commitment, give you price protection Min. Order Size 300 units Staying Current Licensed to run any version including upgrades and downgrades Licensed to run any version including upgrades and downgrades Student Licensing License 100% of students for use at home Pricing Tiered pricing for desktop and CAL products based on FTEs Severs priced individually Sales Channel All AERs

31. Software Assurance (SA) Overview Provides upgrades and updates through enrollment term Provides upgrades and updates through enrollment term  Replaces the “stay current” portion of Upgrade Advantage Initial SA purchase MUST be purchased with License Initial SA purchase MUST be purchased with License  License & Software Assurance Package (L&SA)  SA available separately only for renewed coverage

32. Software Assurance Pricing Applications Applications  Software Assurance = 29% of the license cost per year Systems Systems  Software Assurance = 29% of the license cost per year Servers Servers  Software Assurance = 25% of the license cost per year

33. Software Assurance Membership Support Resources and Tools  TechNet Online Concierge Chat  TechNet Plus  Microsoft Windows Preinstallation Environment (WinPE)  Corporate Error Reporting  Extended Lifecycle Hot-Fix Support Training  Desktop eLearning  Server eLearning

34. eLearning Training for faculty/staff on Microsoft software Training for faculty/staff on Microsoft software  Receive self-paced instructional modules that can be conveniently accessed at their own PC, even offline  Get faculty/staff up to speed quickly on new products and update skills with latest knowledge  Desktop various Office applications and versions, Windows, and more…  Server courses on Windows Server, Exchange, SQL, ISA, and more… Academic Open Academic Select SAM Campus/ School Agreement

35. Sample eLearning Courses Desktop: Advanced Training for Outlook 2002 Advanced Training for Outlook 2002 Advanced Training for Word 2002 Advanced Training for Word 2002 Deploying Office XP Deploying Office XP Core Training for FrontPage 2002 Core Training for FrontPage 2002 Core Training for PowerPoint 2002 Core Training for PowerPoint 2002 Core Training for Word 2002 Core Training for Word 2002 Core Training for Office XP Core Training for Office XP What's New: Office 2000 to Office XP What's New: Office 2000 to Office XP Core Training for Word 2000 Core Training for Word 2000 Deploying Windows XP Professional Deploying Windows XP Professional Implementing and Supporting Windows® XP Professional Implementing and Supporting Windows® XP Professional Core Training for Windows XP Professional Core Training for Windows XP Professional What's New: Windows 2000 Professional to Windows XP Professional What's New: Windows 2000 Professional to Windows XP Professional More... More... Academic Open Academic Select SAM Campus/ School Agreement Server: Implementing and Managing Exchange 2000 Implementing and Managing Exchange 2000 Administering a SQL Server 2000 Database Administering a SQL Server 2000 Database Programming a SQL Server 2000 Database Programming a SQL Server 2000 Database Windows 2000 Network and Operating System Essentials Windows 2000 Network and Operating System Essentials Implementing Windows 2000 Professional and Server Implementing Windows 2000 Professional and Server Implementing a Windows 2000 Network Infrastructure Implementing a Windows 2000 Network Infrastructure Implementing and Administering Windows 2000 Directory Services Implementing and Administering Windows 2000 Directory Services Deploying and Managing ISA Server 2000 Deploying and Managing ISA Server 2000 More… More…

36. End of the three year agreement Acquire the License & Software Assurance Package (L&SA) for any product any time during the term Receive upgrades for the remainder of the term of the Academic Select License agreement by renewing SA each year 3 year Academic Select License agreement Start of year 2Start of year 3 How Software Assurance Works Time Clock coincides with Agreement dates NOT purchase dates!

37. Price Proration Purchase in year 1 3 L + 3 years SA Purchase in year 2 2 L + 2 years SA Purchase in year 3 1 L + 1 year SA Pay for remaining years of SA, including current year Coverage always ends at end of enrollment term 3 3 years SA 2 2 years SA 1 1 year SA 2 2 years SA

38. Acquisitions in Year 1 Start of the agreementEnd of the agreement 3 Year Select agreement term End of year 1End of year 2 L&SA acquisitions 1/3 the price of L&SA due at acquisition 1/3 the price of L&SA due at end of year 1 1/3 the price of L&SA due at end of year 2

39. Acquisitions in Year 2 Start of the agreementEnd of the agreement 3 Year Select agreement term End of year 1End of year 2 L&SA acquisitions When acquired in the second year, SA is adjusted to 2/3 the full price 1/2 the adjusted price of L&SA due at acquisition 1/2 the adjusted price of L&SA due at end of year 2

40. Pricing Example: Servers Purchase Year: Buy in Year 1: Buy in Year 2: Buy in Year 3: L+3 years SA $400+(3*$100) = $700 L+2 years SA $400+(2*$100) = $600 L+1 year SA $400+(1*$100) = $500 Price of Server License: $400 Annual price of Server SA (25% of L): $100 Price for demonstration purposes only. Not intended to reflect actual prices.

41. L&SA Payment Amortization Purchase in year 1 L + 3 years SA Amortize price equally over remaining term Pay at install, and at each remaining anniversary Purchases of ‘L only’ are paid in full when added Payment 1: Added to Enrollment Payment 2: Anniversary Payment 3: Anniversary

42. MSDN Academic Alliance Program Goal to make access to Microsoft technology for curriculum uses Program Goal to make access to Microsoft technology for curriculum uses Limited to Computer Science and Engineering, MIS Departments Limited to Computer Science and Engineering, MIS Departments Appropriate uses of the software – Instructional only Appropriate uses of the software – Instructional only Subscription by Department Subscription by Department

43. Microsoft’s Commitment Help schools build and support a modern learning infrastructure Help schools build and support a modern learning infrastructure Ensure educators and students have anytime, any place access to learning Ensure educators and students have anytime, any place access to learning Support the seamless integration of technology into the curriculum Support the seamless integration of technology into the curriculum