1. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com 4-C|1:00 – 2:15 pm Presenter: Terry Andereck The Business Side of Autodesk Software: Making the Most of Your Software Assets

2. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com What You Will See Today  Highlighted Discussion on Autodesk Licensing Practices  T&C’s of Autodesk’s Software License Agreements  Real world examples  You will learn something you didn’t know  Best practices for staying compliant

3. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com Introductions Terry Andereck  Five years with KETIV  Director of Business Services  Senior Management for various companies over a forty year really, really long career  Former Director of Digital Licensing for Rand McNally  B.A. Economics – Claremont McKenna College

4. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com Disclaimer  We aren’t attorneys  We aren’t providing legal advice  We do want to help you  Questions of a general nature  Raise your hand  Questions of a specific nature  See me afterwards

5. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com Show of Hands Question 1. How many of you know of a company that has been audited for software compliance by a major publisher (Microsoft, Adobe, Oracle, Autodesk, SAP,etc) 2. How many of you have an individual or department responsible for your software asset management?

6. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com Did You Know That?  31% of USA respondents to the most recent Business Software Alliance (BSA) survey admit to pirating software?  72% of USA BSA survey respondents believe that online Auction sites (e.g., eBay) provide legal software?

7. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com Did You Know That?  The most common form of software piracy is purchasing a single license and and installing it on multiple computers (BSA)  Many of the cases we see at KETIV are unintentional and all were avoidable

8. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com Here’s the Deal Autodesk License and Services Agreement (LSA) “Autodesk ® software is not sold. Rather, we license it to the end user under the terms of a software license agreement.” source: www.autodesk.com

9. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com Here’s the Deal  Autodesk License and Services Agreement (LSA)  “EULA” = end user license agreement  “Shrink-wrap”, “Click-wrap” or “Click-through” type of Agreement  Widely used by software publishers  It’s a perpetual license

10. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com Here’s the Deal  About the LSA  Sixteen (16) pages of legalese  Different LSA’s for different products  Autodesk “Privacy Statement” is accepted during installation process  Autodesk Subscription is a separate contract that grants additional rights

11. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com Where is My LSA?

12. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com Where is My LSA? www.autodesk.com > Legal Notices & Trademarks

13. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What is all of this Small Print?  Effect of Upgrades  Limitations/Prohibitions  Territory  License Types  Audits

14. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What is all of this Small Print?  “Effect of Upgrades”  “…the license grant and other rights with respect to any Previous Version will terminate one hundred twenty (120) days after Installation of the Upgrade”  Once a new version is registered you have 4 months to uninstall or destroy the old version  Exception granted for Subscription Licenses

15. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What is all of this Small Print?...continued Example #1 – On 7/1/2012, I upgrade my AutoCAD 2010 to AutoCAD 2013. Unless I have a subscription, I must uninstall the 2010 version no later than 11/1/2012

16. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What is all of this Small Print?...continued Example #2 – AutoCAD 2012 and 2013 are installed on my computer. I have a subscription contract. On 7/1/2012, I allow my subscription to expire. Unless I have a subscription, I must uninstall the 2012 version no later than 11/1/2012

17. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What Is All of this Small Print?...continued  Limitations/Prohibitions – Transfer of License  Generally, you are not permitted to rent, loan, lease, sell, sublicense, or otherwise transfer Autodesk software to any other person without the prior written consent of Autodesk.

18. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What Is All of this Small Print?...continued  Limitations/Prohibitions – Transfer of License  Common exception - sale or acquisition of an entire company or wholly owned subsidiary  Transfer License Agreement Form  Must be approved by Autodesk in writing

19. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What Is All of this Small Print?...continued  Limitations/Prohibitions – Modifications and Access to Software  Reverse Engineer or Create Derivative Works  Decompile or Disassemble  Bypass or defeat copy protection software  Provide Internet/WAN/LAN Access to the Software  Service Bureau, Cloud Computing, Timeshare, etc.

20. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What Is All of this Small Print?...continued  Territory  “Nothing in this Agreement permits Licensee…to Install or Access the Licensed Materials outside of the Territory”  “…Territory” (a) means the country, countries or jurisdiction(s) specified in the License Identification, or (b)... means the country in which Licensee acquires a license..."

21. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What Is All of this Small Print?...continued Example – I have been transferred by my company to our branch in Tahiti. I have a license of AutoCAD that was purchased in the USA. I cannot* take it with me to my new office in Bora Bora

22. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What Is All of this Small Print?...continued  Why the Fuss About Territory?  US Departments of Treasury and Commerce Export Control laws apply  Virtually all foreign nations have strict import regulations that apply to software  Trade laws matter, even with software

23. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What Is All of this Small Print?...continued  License Types - Standalone  “Licensee may Install a single primary copy of the specific release of the Licensed Materials designated in the applicable License Identification on one (1) Computer, on a Stand-alone Basis, and permit Access to such primary copy of the Licensed Materials solely by Licensee’s Personnel, and solely for Licensee’s Internal Business Needs.”

24. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What Is All of this Small Print?...continued  Standalone – What About My Laptop?  A single, additional installation is also permitted if:  Installation is not on a server  Accessed solely by the same person as the one using the primary copy  Person is a licensee or is the employee of the licensee  Used solely to perform work while away from primary work location and then only for internal business needs  The primary and additional copy is not accessed at the same time

25. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What Is All of this Small Print?...continued  License Types - Network  Install multiple copies of the Software on any number of computers  Licenses are shared  A license manager software application resides on a server and acts as a librarian to control and monitor the distribution of license tokens

26. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What Is All of this Small Print?...continued 3 Workstations – Each With AutoCAD Installed License Manager with 2 AutoCAD Licenses Three Users Sharing Two Licenses

27. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What Is All of this Small Print?...continued  License Types - Other  Educational  May be used solely by students or faculty at a degree or certificate granting educational institution for educational purposes only  Student  “…for Personal Learning Purposes, and only at locations that not operated for commercial, professional or for-profit purposes…”  Watermarked (plot-stamped) documents

28. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What Is All of this Small Print?...continued  Audits  “Licensee agrees that Autodesk has the right to require an audit (electronic or otherwise) of the Autodesk Materials and the Installation thereof and Access thereto.”  Fifteen (15) days prior notice  Licensee will provide full cooperation  Audit rights are common with all major software publishers

29. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com So What Is All of this Small Print?...continued “If Autodesk determines that Licensee’s use is not in conformity with the Agreement, Licensee will obtain immediately and pay for valid license(s) to bring Licensee’s use into compliance with this Agreement and other applicable terms and pay the reasonable costs of the audit.”

30. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com What Does All of This Add Up To?  Understand the LSA – it is your agreement with Autodesk  Obtain and maintain subscriptions  Communicate with KETIV – we can help you achieve compliance and avoid non- compliance  Make license compliance a serious matter in your organization

31. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com What Does All of This Add Up To?...continued  The cost of non-compliance is many times greater than any so-called benefit  Instill confidence with customers and vendors  Your business partners expect you to follow the law  Most software non-compliance is reported by employees and former employees

32. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com Autodesk Resources for Staying Compliant  SAM Toolkit  Software registry template  Needs analysis template  Software use policy template  FAQ for Autodesk software www.autodesk.com > License Compliance

33. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com Autodesk Resources for Staying Compliant  Subscription can help considerably  Previous version rights  Extra-territory rights for 90 days  Home use rights  Coverage reports  Tracking and management via web client  Access to latest upgrades and product enhancements  Cloud services such as file sharing, rendering and Inventor Optimization tools

34. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com One More Thing…Cloud Services Cloud Computing will eventually make much of EULA complexity a thing of the past

35. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com Closing  Build license compliance awareness in your own organization  Put someone in charge who is responsible and accountable  Stay current with your subscriptions  Communicate with KETIV – let us help get the most from your software assets

36. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com Thank you! Enter drawing for a $200 gift certificate! Survey Code 4-C Turn in survey at the closing session to enter

37. Title KETIV TECHNOLOGIES, INC | California  Arizona  Nevada  Oregon  Washington | 866.465.3848 | ama.ketiv.com My Contact Information Thank you! terry.andereck@ketiv.com www.ketiv.com 866-GO-KETIV