Enrollment for Education Solutions

Enrollment for Education Solutions
4/2/2017 Overview Enrollment for Education Solutions Distis and AERs © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Program Overview

4/2/2017 Microsoft Solutions for Academic Institutions Microsoft’s commitment is to help students and educators throughout the world realize their full potential Academic Volume Licensing puts Microsoft software and services in the hands of educators and students so they can interact, collaborate, and learn through: Supporting the needs of all types of students, educators and schools with dependable, secure and flexible products and technologies that are affordable, easy to use, and work with what you use today and tomorrow. Enabling vibrant learning communities with programs and services that help bring people together to communicate and collaborate. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Consumer Channels and Central Marketing Group
4/2/2017 Who qualifies for EES? The Enrollment For Education Solutions is available to the following Qualified Educational Users Educational Institutions Administrative Offices Boards of Education An “organization” may be defined across the spectrum, from the entire institution to a school district to a specific school site or department, and in cases where such definitions are not possible, an “organization” could simply be a logical group within the institution. The Qualified Educational User Definition (QEU) varies by region. View the QEU at © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

EES Customers Benefits
Easy Compliance Count your employees once per year and you’re fully covered for all on-premises platform products licensed. Customized Solutions Add additional products, either institution-wide, departmental-wide, or for individual devices at any time Simplified Asset Management Easily track and manage your software assets with self-service online tools such as Microsoft Volume Licensing Service Center (VLSC) Low Administration Subscription licensing eliminates the need to track your licenses for the selected desktop platform products on every PC. Lower Total Cost of Ownership (TCO) Maximize the value of your investment with access to current technology, Work at Home (WAH) rights, student licensing, evaluation rights, Software Assurance, and more Cloud on Your Terms Free* access to Office 365 Education A2, plus the ability to subscribe to additional Microsoft Online Services through your EES *No license fee; doesn’t include deployment or support costs associated with the service.

Student Advantage For Volume Licensing Customers – EES or OVS-ES
Office 365 ProPlus for students at no extra cost Purchase Office for 100% of organization's faculty & staff Before we get into the details of the Enrollment for Education Solutions, I want to share with you an exciting new benefit called Student Advantage…. Office 365 ProPlus for Students at no additional cost Available for institutions licensing Office 365 Pro Plus or Pro Plus organization-wide for all Faculty & Staff Available to EES and OVS-ES customers via a $0 Office 365 ProPlus A for Students SKU Paid Student Option continues for institutions not covering Staff and Faculty 100% on Office or not ready to move to the cloud

EES Partner Benefits Simplified Sales Motion
One set of program rules, versus multiple guidelines makes it easier for Partners to sell One enrollment for both K-12 and higher ed, leaving fewer contracts to manage Device count of School enrollment is outdated, FTE count better fits the academic market today Simplified contract reduces the complexity for both customers and partners Competitive Advantage of the Offering Program features (e.g. FTE counting) present new opportunities to combat competitive threats Licensing options cover spectrum of customers, enabling Partners to go after new accounts Deepen the Customer Relationship Full integration of Office 365 within the offering

EES Includes Software Assurance
New Products Deployment Training Specialized New Product Versions Step-Up Licensing Availability Microsoft Desktop Optimization Pack (MDOP) Windows 8 Enterprise Edition License Mobility Through Software Assurance Windows Virtual Desktop Access (VDA) Rights Windows Companion Subscription License‡ Windows RT Companion VDA Rights Windows To Go Use Rights Windows Roaming Use Rights Windows Thin PC Office Roaming Use Rights TechNet Benefits Microsoft Office Multi-Language Pack E-Learning Home Use Program Cold Backups for Disaster Recovery Spread Payments “Our Microsoft volume licensing agreement is a key component of our strategy to provide consolidated, low cost, high value services to the faculty, staff, and students…. It simplifies administration, lowers costs, and improves security and compliance.” Mike Conlon, Ph.D, Associate CIO, IT Architecture, University of Florida Note: Software Assurance benefits are subject to change. Please refer to the Microsoft Volume Licensing Product List at to verify current benefits.

Additional Benefits Included with EES
4/2/2017 Additional Benefits Included with EES Stretch your budget with valuable benefits Cloud Services Free* access to Office 365 Education A2 *No license fee; doesn’t include deployment or support costs associated with the service. Work at Home Rights Permit your faculty and staff to use application, system, and CAL products on a personally owned computer for work-related purposes. Home Use Program Discounted software for educators’ home use. Electronic delivery (eHUP) eliminates need for WAH administration, reduces deployment cost & import duties, and is a “green” alternative. eLearning Self-paced trainings help you faculty, staff, and students learn to use the latest software and improve productivity and classroom learning while reducing your support costs. DreamSpark Access to Microsoft developer tools, platforms, and servers in labs, classrooms and on student computers for research and instructional purposes. Windows VDA Windows Virtual Desktop Access (VDA) with your Windows upgrade license allows access to software in VDI environments and to remotely access virtual desktops from third-party devices such as home PCs. Roaming Use Rights Allow your users to remotely access software on their virtual desktops from third- party devices such as home PCs and internet kiosks. Roaming rights + VDA reduce the need for WAH deployment. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Contract Options

How to Buy 2 ways to buy through the EES program, depending upon the size of the organization Campus and School Agreement + Enrollment for Education Solutions (CASA+EES) 1000+ FTE employees or students Buy through a Licensing Solution Provider (LSP) Complete the Campus and School Agreement (CASA)* *Unless already in place Complete the Enrollment for Education Solutions (ESS) Open Value Subscription – Education Solutions (OVS-ES) 5+ FTE employees or students Buy through an Authorized Education Reseller (AER) Complete the Complete Open Value Subscription for Education Solutions (OVS-ES) eAgreement Focus of this presentation

OVS-ES Contract Options
The Open Volume Subscription for Education Solutions (OVS-ES) is a single eAgreement for enrolling in EES OVS-ES includes: An overview of the program and general terms and conditions Details on topics such as distributing software to licensed users and Work at Home rights Desktop platform product selections Subscription term (one or three years)

OVS-ES Subscription Term
Customers choose a one-year or three-year subscription term Choice of 12 or 36 months of subscription licenses Optional one-time 36-month extension at end of term Updated FTE count and product selections To continue subscription after the 36-month extension (or to subscribe for one year at a time) submit a new OVS-ES

Up-To-Date (UTD) Discount for OVS-ES*
Customers receive up to a 50% discount on the first year price of the eligible quantity of platform products the first time they start a new 3-year OVS-ES Available for existing licenses of the latest (N) or previous version (N-1) Save 50% Windows 8 (n) Windows 7 (n-1) Office Professional Plus 2013 (n) Office Professional 2010 (n-1) Core CAL Suite Y2 payment Y3 payment Y1 payment *Only available to net new subscription customers.

Licensing On-Premises Software through EES

Counting Faculty/Staff FTE Employees
EES offers the convenience of licensing products based on the number of faculty/staff (FTE) employees in the organization The formula below outlines how to determine the number of faculty/staff FTE employees in the organization: Full-time faculty Part-time faculty  3 Full-time staff Part-time staff  2 Total FTE employees For example, the customer has 200 full-time faculty, 300 part-time faculty, 100 full-time staff, and 100 part-time staff. The FTE employee count is calculated as follows: 200 + (300  3) + 1,000 + (100  2) = 450 FTE employees Note: In EMEA, FTE Employees = faculty and staff who work more than 200 hours per year.

Qualifying for OVS-ES with On-Premises Software
Define the Org Count FTE Employees and/or Students License at Least One DPP Org- Wide Choose Additional Products Add Office 365 and/or Student Option Entire institution with or without affiliates department, school site or other defined user grouping Calculations factor in full-time/part-time Minimum of 5 FTE to qualify Tiered pricing on Desktop Platform Products Available org-wide or in specific quantities Extend solution to the cloud and students

Desktop Platform Product Options
Professional Desktop Platform Suite: Enterprise Desktop Platform Suite: Windows Pro Upgrade Windows Pro Upgrade Microsoft Office Professional Plus Microsoft Office Professional Plus Core CAL Suite Enterprise CAL Suite Above desktop platform products (DPPs) must be licensed organization-wide based on FTE employee count and may be licensed individually or in the Desktop suite. Office 365 ProPlus Subscription is also a DPP, however, unlike other DDPs which are licensed based on the FTE, it requires a User Subscription License (USL) for each individual user organization-wide for a minimum of 1000 users. Individual CAL Suite components are not desktop platform products, but must be licensed organization-wide. Add the Microsoft Desktop Optimization Pack (MDOP) for Software Assurance as part of your Professional Desktop Platform Suite or Enterprise Desktop Platform Suite. FIELD, Level 200 Phase 2

Additional Software Products
A broad selection of software and services are available as additional products and may be licensed by individual licenses in any quantity. Qualifying Products Include: Desktop Applications Client Access Licenses (CALs) Server Products Microsoft IT Academy Exceptions may apply. Find a complete list of additional products on the Microsoft Product List at:

Licensing Online Services through EES

4/2/2017 Office 365 At a Glance Familiar and full Office user experience Fast deployment and broad management controls Works with your on premises and storage Per-user licensing Online meeting with desktop sharing IM & Presence across firewalls GAL search with contact card Windows Live federation Access documents offline Document-level permissions My Sites to manage and share documents Share documents securely with Extranet Sites Free/busy coexistence Integrated personal archiving Retention policies and legal hold 25Gb mailbox with voic & unified messaging Speaker Notes (1 minute): Office 365 offers the tools and technologies to deliver leading experiences messaging with Exchange Online, collaboration with SharePoint Online, unified communications with Lync Online and of course rich Office application experiences with Office 365 ProPlus. (click) Office 365 ProPlus is the full version of Office, you can use it without an Internet connection, and it works with the customizations you have made over the years. Deploy it how you normally would deploy Office and you can use Office with your existing in-house SharePoint or Exchange services and whether you want to allow cloud file storage is up to you. We’ll focus the rest of our time talking about Office 365 ProPlus and the optimizations we have made to improve user and IT experiences for adopting the new Office.

Value of Microsoft Office 365 Education
Meet student and educator needs Enable learning from anywhere Enterprise-grade cloud services Comprehensive tools to do your best work Meet student and educator needs: Works seamlessly with Microsoft Office programs* that users already count on Provide sites for students and educators to work together in real time on assignments, group projects, and research Communicate seamlessly from to instant messaging to online classrooms Helps students and educators become more productive with a 50GB mailbox that unifies and voic (Unified Messaging) Enable learning from anywhere: Provides anywhere-access to , assignments and calendar on most devices** Works with devices that students and educators use most -- including PC, Mac, Windows Phone, iPhone, Android and BlackBerry*** View and edit assignments with Office Web Apps across a broad range of browsers (Internet Explorer, Firefox, Safari, and Chrome) Connect securely over Internet with HTTPS without the need for VPN

Office 365 Education Plans
4/2/2017 Office 365 Education Plans Voice Plan A4 Exchange Plan 2 SharePoint Plan 2 Lync Plan 2 Office Pro Plus Office Web Apps Lync Plus (Voice) Office 365 ProPlus Plan A3 Voic & Compliance Archiving Access, Excel, Forms, Visio Services Plan A2 Exchange Plan 1 SharePoint Plan 1 Office Web Apps FREE* IM & Presence Collaboration Portal Conference , calendar, AV/VS, Personal Archive Individual Plans: Exchange Online Archiving for Exchange Online Exchange Online Archiving for Exchange Server Exchange Online Plan 1 for Alumni Exchange Online Plan 2 Lync Online Plan 3 Office Professional Plus Subscription Office Web Apps with SharePoint Online Plan 2 Project Pro for Office 365 SharePoint Online Extra Storage Visio Pro for Office 365 For detailed Service Descriptions, visit Without Lync Online P3 in A4, the differentiation between A3 and A4 is A4 includes on-prem rights to leverage Enterprise Voice (Lync Plus CAL). A3 and A4 include Active Directory Rights Management (RMS) to help protect s/documents for on premise servers. *No license fee; doesn’t include deployment or support costs associated with the service. Note: Available plans are subject to change. Refer to the Microsoft Volume Licensing Product List for currently-available plans. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Partner Services Opportunities
Help Partners broaden their service offerings, grow margins, cement advisor role Deployment planning and evaluation Infrastructure integration, synchronization Data migration ( , contacts, 3rd party apps) Mobile devices integration Monitoring and Management services Post-deployment support and training Custom Solution Development Identity Reporting Enterprise Social

Recommended sales approach
4/2/2017 Recommended sales approach Lead with the Education Desktop on-premises Position free Office 365 Education A2 through as means to extend capabilities into the cloud and as a complement to on-premises deployment Lead with Education Desktop Upsell to Office 365 Education A3 Fall back to free Office 365 Education A2 for faculty/staff Incorporate service offerings to boost revenue and margins. Sell in packaged services, application customization, cloud migration, etc. Upsell to Office 365 Education A3 Deploy Student Option as a benefit of Education Desktop Move students to the cloud with free Office 365 Education A2 Attach Exchange Online integration and other services to your sales offering Offer free* A2 for Students *No license fee; doesn’t include deployment or support costs associated with the service. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Selling with Free Office 365 Education A2
4/2/2017 Selling with Free Office 365 Education A2 Add free A2 to Education Desktop on-premises deployments Show customers the value of keeping the Desktop intact vs. unbundling Sell in archiving and extra storage along with free A2 Add free A2 for students Education Desktop vs. Unbundled Remaining Components Minimal savings of $.72 GBP, NET per FTE, but lose: Desktop bundle discount Core CAL bundle discount On-premises org-wide coverage of Exchange, SharePoint, and Lync CALs and any incremental on-premises functionality Guidance: Position A2 as a way to extend features/functionality into the cloud rather than unbundling and removing on-premises deployment. $17.04 $16.32 Drop: Exchange CAL SharePoint CAL Lync CAL Education Desktop Remaining Components Unbundled © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Office 365 Education in OVS-ES
Qualify for OVS-ES, then add Office 365 Meet Minimum Requirements: Organization-wide Commitment At least one Desktop Platform Product 5 FTE or more Add Office 365 Services for Faculty/Staff or Students: A3 full USL A3 Add-On Office 365 ProPlus Per user, in any quantity as Additional Products In OVS-ES, Office 365 Plans are not platform online services and do not count toward the org-wide commitment. Sold as 1 year subscription Up-front payment No minimum threshold once program minimums are met

Ordering Office 365 via OVS-ES
Place the order with your reseller CONFRIMATION You will receive an confirmation once order is processed RETRIEVE PRODUCT KEYS 5x5 Product Keys appear in VLSC ACTIVATE & PROVISION Input 5x5 product keys on to activate service and provision user accounts If your organization already has Online Services, sign in to your existing tenant account to input the product keys and provision the new user accounts.

Adding Free and Paid Office 365 Plans to OVS-ES
Add the free Office 365 Education A2 through MOSP and Plan A3 or Office 365 ProPlus through OVS-ES All Office 365 licenses are assigned per user and may be ordered in any quantity needed. The user count may exceed the FTE count for on premises ordering. MOSP 260 Users in Organization OVS-ES 200 FTE Org-wide Count Defined “Organization” = 200 FTE / 260 Users OVS-ES 75 Users Order in any quantity Education Desktop Plan A2 (Free) Plan A3 Add-on Education Desktop Org-Wide License for 200 FTE All users and on-premises devices are covered Plan A2 – Free through MOSP License for all 260 Users No on-premise license for related products Plan A3 Add-on – through OVS-ES License per user in any quantity needed after qualifying for OVS-ES

On-premises Rights with Office 365 Plans
Office 365 License On-premises License A2 No related on-premises license A3/A4 less than org-wide Users with assigned A3/A4 USL have on-premises rights to: Exchange CAL SharePoint CAL Lync CAL A3/A4 for all users org-wide Organization-wide rights to related on-premises CALs and Office Professional Plus including in open access labs

The Student Option

Choose the Student Option to
The EES Student Option provides a convenient and cost-effective way to license selected products for use by students on a personally owned computer or an institution-owned computer designated for the student’s exclusive use. Choose the Student Option to License students to use software on their home/personal computer or an institution-owned computer checked out to them Students in the Cloud Give students the power of the cloud with the free Office 365 Plan A2 Standardize software for students Provide smarter tools for learning Requirements License 100% of students in your organization for at least one Desktop Platform Product based on FTE student count* Free Electronic Delivery Eliminate the cost of delivering physical media, remove the burden of inventory management & program administration. Full-time students Part-time students  3 Total FTE students *Office 365 ProPlus is also a DPP, however, unlike other DDPs which are licensed based on the FTE students, it requires a User Subscription License (USL) for each individual student organization-wide.

Two Ways to License Office for Students
1 2 Student Advantage Benefit Paid Online Services When you license Office 365 ProPlus or Office Professional Plus organization-wide for all of your faculty and staff employees, you qualify for no-cost Office 365 ProPlus subscription licenses for your students through the EES Student Option. If you do not license Office 365 ProPlus or Office Professional Plus for all of your faculty/staff FTE employees organization-wide, or you are not ready to move to the cloud, the paid offerings remain available through the Student Option. To take advantage of this offer, your reseller orders the Office 365 ProPlus A for Students $0 SKU. If the organization-wide faculty/staff coverage includes only a specific school or department, then only the students enrolled in that school or department are eligible.

Appendix

Microsoft DreamSpark MSDNAA Designer is now www.dreamspark.com
Sparking a Revolution Free online DreamSpark subscription available to academic subscription customers for instructional purposes only. Outfit your labs with the latest Microsoft developer, design, and server tools to support personal or in-class learning for students and educators Excludes Windows Operating System & Office. Updated EULA clarifies use rights. DreamSpark Premium subscription is also available for qualifying Higher Education STEM departments for instructional use only.

Microsoft IT Academy Program
The Microsoft IT Academy Program resources are flexible, and easy to integrate into new or existing curricula, empowering academic institutions to help students realize their skills and career potential through access to the latest technology and high-quality training resources. Saves Educators Time Keeps Current Curriculum E-Learning courses Lesson Plans and Projects Academic pricing on MOAC and MOC Digital Literacy Validates Skills Professional Development E-Learning Access E-Reference Library Microsoft Certified Trainer Program Builds Partnerships Certification Academic Pricing on Microsoft certification exams Become a Testing Center Marketing Private Member Site Program Logo Welcome Kit Marketing collateral

What’s included with Office 365 ProPlus
Office 365 ProPlus provides the same application experiences as Office Professional Plus installed locally on the device.

Enrollment for Education Solutions
EES At-a-Glance Feature Area Enrollment for Education Solutions Target Customers Available for both primary/secondary and higher education customers Counting for Desktop Platform Products Full time equivalent (FTE) faculty and staff employees Subscription Term 1 or 3 year term Desktop Platform Products Windows Pro OS Upgrade, Office Professional Plus, Core CAL & ECAL Suite; individually or in desktop bundle Additional Products May be licensed institution-wide, department-wide or for individual license Student Licensing Student Option, free Office 365 ProPlus for students when all faculty/staff covered for Office Professional Plus or Office 365 ProPlus, free Electronic Software Distribution Cloud Services Free Office 365 Education A2, Office 365 Education A3 and Office 365 ProPlus available through OVS-ES, Office 365 Education A3 and A4, Office 365 ProPlus and other Cloud Services available through CASA+EES Work At Home Rights Organizations may offer limited Work at Home (WAH) rights to their faculty and staff members only with no additional license charge Software Assurance Included DreamSpark Free DreamSpark membership – free design and development software for instructional use only Office Web Apps Free to students and their parents when an institution licenses Office 2013 and SharePoint CAL 2013 org-wide.

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