1. 1 Microsoft Open Licensing & Software Assurance 6.0 Training

2. 2 Microsoft Licensing OEM: Original Equipment Manufacturer (preinstalled) Full Package Product (FPP)-Retail Volume Licensing for Orgs-(enjoy savings) Open 6.0: >5 licenses Academic & Government Volume Licensing Main differentiator between licenses: PRICE

3. 3 Volume Licensing for Orgs Open 6.0: >5 licenses or 500 points initial order Select 6.0: >250 PCs; able to forecast ; 3 years agreement Enterprise Agreement 6.0 (EA): >250 PCs; standardize on MS Enterprise platform ; 3 years agreement EA Subscription Agreement: same as EA but lease rather than purchase the licenses. (new in 6.0) Academic & Government Volume Licensing

4. 4 Open License 6.0 Features Significant discounts over retail prices Designed for corporate, government, charity, and academic ordering >5 licenses Gives your client the right to copy MS SW After 1 st order, same discount prices for the 2 year agreement Easy mgmt of licenses through eOpen //eopen.microsoft.com Opportunity to get the latest versions through Software Assurance

5. 5 Open License Options Open Business Discount off retail Order >5 licenses Same discount for 2 yrs. No min reorders Open Volume Minimum initial order of 500 points within a product pool—applications, systems, or servers. Client with more than 250 PCs

6. 6 Open License 5.0 versus 6.0 Open License 5.0 2 year Agreement License Offerings Std, PUP, VUP, CUP, UA Initial Order Minimums Business: 5 licenses Volume: 500 points UPG ADV Payments Upfront only Open License 6.0 2 year Agreement License Offerings We will have 3 part #: L, SA, L&SA Package L = License/Upgrade SA = Software Assurance Initial Order Minimums Business: 5 licenses Volume: 500 points Payments Upfront only UPG ADV until July 31 st, 2002; (previously Feb 28 th,2002) ***Only change is in License Offerings. All else remains the same.*** New Old

7. 7 What is License? L = License/Upgrade ( desktop OS ) Replaces multiple Licensing SKUs(Standard license, V/U, C/U, P/U, and Language UPG) Provides rights to the current version

8. 8 What is Upgrade Advantage? Adding Upgrade Advantage to the Open License gets you the most current version of a product and keeps you current for 2 years or until the end of Open Auth. number whichever comes first Best option is to obtain new authorization number with UA UA is only available until July 31st, 2002 UA Agreements will be automatically enrolled into SA after July 31st and remain in place until end of term of authorization number The ONLY difference between offering UA and SA is the current status of the client. Current: SA Non-current: UA

9. 9 What is Software Assurance? Like UA: Provides upgrades and updates through enrollment term only in Volume Licensing Software Assurance provides benefits to customer throughout enrollment term. SA ……….……………..Upgrades…….…………………… Year 1 Year 2

10. 10 What is Software Assurance? Cont. Must be purchased with the License (L&SA package), with the following exceptions: Renewal of SA – after your existing SA term expires. 90 days to renew. OEM and Retail – 90 days following License Purchase Launch Grace Period October 1, 2001- July 31, 2002 Client must have current versions of products Current:  Office: Office 2000, Office XP  Windows OS: Windows 2000, Windows XP

11. 11 Software Assurance Pricing Tiered Volume Price Levels Applications Software Assurance = 29% License per year Systems Software Assurance = 29% License per year Servers Software Assurance = 25% License per year

12. 12 Software Assurance Pricing cont. Software Assurance price calculated as follows: 25% of License X Yrs. in contract (2 yrs.) = 50% off License Renew the Software Assurance forever at 50% off. 90 day grace period to renew or must purchase FULL License.

13. 13 Software Assurance Pricing cont. SA (for renewals) and L & SA Package Available as 2-year purchase only Payment timing Upfront payment only

14. 14 FPP for OS Keeping Upgrades For Windows XP, full and upgrade only SA will be offered for OEM/Retail OS within 90 days of purchase of that OS IF client has Open Auth #. There is no SA for XP Home Linux is NOT a qualifying upgrade OS Refer to the Windows XP migration map for details. http://www.microsoft.com/windowsxp/pro/howtobuy/upgrading/matrix.asp

15. 15 FPP for APPs Keeping Upgrades OEM & Retail licenses for ANY application products are NOT ELIGIBLE for Software Assurance Key differences between Office XP in OEM & Retail, and volume licensing media Office media thru WWF & Select CDs will include features not in OEM & retail media Office OEM & Retail media will not work with enterprise deployment tools http://www.microsoft.com/office/howtobuy/upgrading.htm

16. 16 OEM OS SA will be offered for OEM/Retail OS within 90 days of purchase of that OS Apps OEM & Retail licenses for ANY application products are NOT ELIGIBLE for Software Assurance More info: www.microsoft.com/oem/latinoamerica www.microsoft.com/oem/latinoamerica

17. 17 BackOffice to Core CAL Transition BackOffice Server and CAL replaced by individual server licenses and the new Core CAL, respectively.

18. 18 Core CAL Overview Client access license that provides the rights for “desktops” (ie, devices) to access the following servers: Exchange 2000 Windows Server (Whistler) SharePoint Portal Server SMS (2.0) Servers must be licensed separately SA and L&SA Hand out enclosed on upgrade roadmap More info: http://www.microsoft.com/backofficeserver/default.a sp http://www.microsoft.com/backofficeserver/default.a sp

19. 19 Summary: inform your customers 1. Identify non-current Licenses and purchase UA before July, 31 st. 2. Start a new auth. number to take advantage of full 24 months of UA. 3. UA to be grandfathered into SA 4. Identify Current Licenses and enroll in SA before July 31st. 5. If nothing is done before July 31st, they must purchase L or L&SA. 6. For new licenses, L or L&SA- Look at upgrade path for each product

20. 20 Resources Visit www.microsoft.com/westindies/partner/www.microsoft.com/westindies/partner/ Visit www.microsoft.com/partner/licensing/www.microsoft.com/partner/licensing/ Open License Software Assurance Evaluator: an online tool for Open License customers that helps them transition into Software Assurance based on their license purchase history. The tool will be accessed through the eOpen Web site https://eopen.microsoft.com and will use customers’ self- aggregated data for analysis. https://eopen.microsoft.com Demo of SA Evaluator in: www.microsoft.com/partner/licensing/openlicensing/SAevaluator.asp Upgrade paths: www.microsoft.com/partner/Licensing/newplans.asp www.microsoft.com/partner/Licensing/newplans.asp Worldwide events: Fusion 2002Fusion 2002 Email: jessicap@microsoft.comjessicap@microsoft.com