1. Microsoft® Lync™ Server 2010 Pricing and Licensing Overview
Overview of Product Line-Up and SA migration

2. Microsoft Lync Server 2010 Connecting People In New Ways, Anytime, Anywhere
Drives adoption through ease of use and integration with Microsoft Office
Reduces cost through a complete converged communications solution
Eases deployment and migration through interoperability and extensibility
Audio, Video, and Web Conferencing
Enterprise Voice and Telephony
Instant Messaging and Presence

3. Microsoft Communications Server Family
Client R2
Servers

4. Introducing the Microsoft Lync Family
Client
Servers

5. 4/11/2017 5:15 PM
Converged Communications Delivering on Critical Communications Features
“Anywhere Access”
IM & Rich Presence
Desktop integration
Voice features for mobile workers
Unified messaging with Exchange 2007
Audio and video conferencing
Web conferencing (LiveMeeting client)
Desktop sharing
Dial-in audio conferencing
Higher resolution video
Single Number reach
Attendant Console
Response Groups
SIP Trunking
Integrated conferencing experience
Enhanced for NA
Survivable Branch Appliances
Call Admission Control
More options for devices (including lower cost)
Call Park, Malicious Call Trace, etc.
Additional data center survivability options
MICROSOFT CONFIDENTIAL
© 2006 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.

6. Pricing and Licensing Basic Constructs
Server/Client Access License (CAL) Model
Server Licenses
Client Access Licenses
External Connector Licenses
License required for each instance of a Lync Server 2010 Front End Server Role
Sold in two editions:
CAL is required for each authenticated user or device accessing the server.
Three available CALs:
External Connector permits unlimited number of external authenticated users to access Server.
Enterprise
CAL
Plus
CAL
Enterprise
External Connector
Plus
External Connector
Standard
CAL
Standard
External Connector
Enterprise CAL and Plus CAL are “Additive” to the Standard CAL.
Any CAL works with either Server Edition.
CAL alternative for external users only.
License Types
Lync Server 2010 on-premises is licensed in the Server / Client Access License (CAL) model. There are three types of licenses: (1) server licenses, (2) client access licenses, and (3) external connector licenses.
Server Licenses
A license must be assigned for each instance of the server software that is being run. The Lync Server is sold in two editions:
Lync Server 2010 Standard Edition
Lync Server 2010 Enterprise Edition
Client Access Licenses (CALs)
To access Lync Server 2010, a Client Access License, or CAL, is required. A CAL is not a software product; rather, it is a license that gives a user the right to access the services of the server. There are three CALs for Lync:
Lync Server 2010 Standard CAL
Lync Server 2010 Enterprise CAL
Lync Server 2010 Plus CAL
Enterprise CALs and Plus CALs are additive—they are sold as a supplement to the Standard CAL. This means that to enable Standard CAL features for a user, the user must be licensed with just the Standard CAL. To use either the Enterprise CAL or the Plus CAL features, the user must be licensed with one (1) Standard CAL and either one (1) Enterprise CAL or one (1) Plus CAL respectively.
Finally, each CAL works with either the Standard Edition or Enterprise Edition of the Server.
More Information: Microsoft Product Use Rights
Other External User Options Available

7. Microsoft Lync Pricing and Licensing
Client
No Price Change
$31 USD
Unites voice, IM, audio, video, and Web conferencing into one application, enabling collaborative, engaging, and accessible interactions from anywhere!
Servers
No Price Change
$699 USD
Provides highly secure and reliable system with easy management tools and lower cost of ownership for IT professionals. R2 R2
No Price Change
$3,343 USD
Provides highly secure and reliable system with easy management tools and lower cost of ownership along with high availability and resiliency.
Client Access Licenses
New CAL Purchasing Flexibility
Standard CAL
Instant Messaging & Presence
Standard CAL
Instant Messaging & Presence
No Price Change
$31 USD
Note: All prices shown reflect Open NL (L Only) pricing for the U.S. only.
Enterprise CAL
Audio, Video, and Web Conferencing
~23% Decrease
$107 USD
Enterprise CAL
Conferencing & Enterprise Voice Telephony
Standard Edition
A Standard Edition server is ideal for pilot and lab deployments or branch offices that do not have high availability and performance requirements. It is intended for deployments with fewer than 5,000 users either in total or at a particular location.
Enterprise Edition
An Enterprise Edition server has all of the Standard Edition server features; however it provides scalability and high availability. It is intended to allow an unlimited number of users in any location/configuration.
Standard CAL
The Lync Server 2010 Standard CAL offers instant messaging and presence (IM/P) features. It provides users with real-time presence and enhanced IM along with PC-to-PC audio and video communications. Additionally it provides users with authenticated attendee experience for internally hosted conferences.
Enterprise CAL
The Lync Server 2010 Enterprise CAL offers the audio, video, and web conferencing features. It provides users the ability to create, moderate, and join conferences for collaboration with both internal and external users.
Plus CAL
The Lync Server 2010 Plus CAL offers enterprise voice telephony features. It provides users with high- quality voice and other related features to users anywhere with an Internet connection across IP phones, PCs, and desktop applications.
More Information: Lync 2010 Licensing Guide and Appendix Feature Slides.
NEW! Plus CAL
Enterprise Voice Telephony
$107 USD

8. Lync Server 2010 Software Server Editions Additional Software Included
No additional licenses required
Lync Server 2010 Standard Edition
Organizations with fewer users and/or pilot deployments
Archiving & Monitoring Role
Group Chat
Survivable Branch Appliance
A/V Conferencing Server Role
Group Chat Admin Tool
Central Management Server Role
Lync Web Application Server Role
Topology Builder
Control Panel
Mediation Role
US Application Server Role
Director Server Role
PowerShell Snap In
Web App – Plug In
Edge Server Role
Reach Application Server Role
Web Conferencing Server Role
Front End Server Role
Supports 1 Pool of 5K Users
Lync Server 2010 Enterprise Edition
All the functionality of the Standard Server plus high availability
Multiple Pools
Supports up to 100K Users/Pool

9. Lync Server 2010 CAL Features
Standard CAL: IM and Presence
$31
USD
Enterprise CAL: Conferencing & Voice
$139
USD
Suites: E-CAL
Suites: E-CAL
Additive
Group Chat
Peer-to-peer Audio & Video
Multiparty IM
Rich Presence
Group Chat
Peer-to-peer Audio & Video
Multiparty IM
Rich Presence
Audio Conferencing
Desktop Sharing
Video Conferencing
Web Conferencing
Audio Conferencing
Desktop Sharing
Video Conferencing
Web Conferencing
Team Call and Delegation
Click to Call on PBX Phone (RCC)
Response Groups`
Call Routing & User Call Managements
Team Call and Delegation
Click to Call on PBX Phone (RCC)
Response Groups`
Call Routing & User Call Managements
Enterprise CAL: Conferencing
$107
USD
Additive
Suites: E-CAL
Standard CAL: IM and Presence
$31
USD
Suites: E-CAL
NEW!
Conference Recording
Join From Experience
Meeting Lobby
Conference Organizer
NEW! Plus CAL: Enterprise Voice
Suites: None
$107
USD
NEW!
Office Backstage Integration
SharePoint Based Skill Search
Conference Attendee
Windows Live Messenger AV Federation
Additive
Some voice-specific features previously offered with the Office Communications Server (OCS) 2007 R2 Enterprise CAL will be discontinued and only offered in the new Lync Server 2010 Plus CAL. As a result of this change, the Lync Server 2010 Plus CAL and its associated features will not be included with the Enterprise CAL (ECAL) Suite.
Call Admission Control
Visual Access to V-mail
Enhanced 911 Capability
Branch Office Survivability
NEW!
Ad hoc Audio Conferencing
Call Park & PBX features

10. Server and CAL Prerequisites
Core Requirements
Additional Scenarios
*additional requirements vary by scenario
Unified Messaging
Skill Search
Office Integration
Lync Server 2010 requires Microsoft Windows Server and Microsoft SQL Server and does not include licenses for those products. Be sure you have the correct licenses for Windows Server and SQL Server.
For each Lync Server CAL, there are other possible pre-requisites for underlying Microsoft technologies – primarily dependent on the features you would like to take advantage of.
The following Microsoft products may be required with Lync 2010:
Windows Server usually is a Windows Server CAL is required for each user or device in all scenarios. It typically licensed through the Server/CAL model.  
Exchange Standard and Enterprise CALs are required for users with Unified Messaging Scenarios.
SharePoint is required for users taking advantage of Skill Search.
Office 2010 is required for users for Office integration scenarios.

11. Lync Software Assurance Migration Paths
Client
Servers
Client Access Licenses
Office Communications Server 2007 R2 Standard CAL
Lync Server 2010 Standard CAL
Office Communications Server 2007 R2 Enterprise CAL
Lync Server 2010 Enterprise CAL
External Connectors
OCS 2007 R2 Standard External Connector
Lync Server 2010 Standard External Connector
OCS 2007 R2 Enterprise External Connector
Lync Server 2010 Enterprise External Connector
Rights to R2
Rights to R2
Rights to
OCS
**Grandfathering Policy**
Rights to
Lync Server 2010
Plus CAL
Rights to
Rights to
With the New Product Versions benefit of Software Assurance (SA), qualified customers of Office Communications Server receive rights to Lync Server 2010 for each license covered by SA.
Rights to
Lync Server 2010 Plus External Connector

12. OCS 2007 R2 Grandfathering Policy
Key Changes
Qualifications and Entitlements
Other Offerings
Some Enterprise Voice features discontinued from OCS 2007 R2 Ent. CAL
Enterprise Voice Feature offered in the new Plus CAL.
Plus CAL not included in the ECAL Suite
Customer who maintain SA on OCS Enterprise CAL ECAL Suite receive perpetual licenses of either:
Lync Server 2010 Plus CAL
Lync Server 2010 Plus CAL & Lync Server “15” Plus CAL
Plus CAL for ECAL Suite
20% Price Advantage when purchased with the ECAL Suite
Only Available with L&SA
After GA of Lync Server 2010
OCS 2007 R2
Lync Server 2010
Lync Server 2010
Ent. CAL
Before GA of Lync Server 2010
Before 7/1/09
ECAL Suite
OCS 2007 R2
Ent. CAL
Lync Server 2010
Plus CAL
Lync Server 2010
Plus CAL
Plus CAL for ECAL Suite
Lync Server 2010
Plus CAL
Though Enterprise Voice features are being discontinued from the Enterprise CAL with Lync 2010, Microsoft is offering rights to the Plus CAL to customers who qualify. Qualified customers include those who have purchased Office Communications Server 2007 R2 Enterprise CAL or the ECAL Suite and have maintained their Software Assurance benefits by the availability of Lync Server 2010.
This grandfathering approach allows customers, who knew about our upcoming change, to deploy Lync voice capabilities with Office Communications Server or Lync Server 2010 and validate its value to their organizations without an immediate increase in SA. The specific qualifications and entitlements are explained in the following sections.
Summary of Key Changes:
Some voice-specific features previously offered with the Office Communications Server (OCS) 2007 R2 Enterprise CAL will be discontinued and only offered in the new Lync Server 2010 Plus CAL. As a result of this change, the Lync Server 2010 Plus CAL and its associated features will not be included with the Enterprise CAL (ECAL) Suite.
Grandfathering Entitlements
Customers who have purchased Office Communications Server 2007 R2 Enterprise CAL or ECAL Suite and have maintained their SA benefits by the general availability of Lync Server 2010 will benefit from either of the following two Software Assurance rights:
Purchased prior to July 1st 2009 and maintain SA:
You will receive a perpetual license of Lync Server 2010 Plus CAL at its general availability (GA) date.
If you maintain SA on the Office Communications Server ECAL or the ECAL Suite, you will have access rights equivalent to the rights under the Lync Server 2010 Plus CAL for two releases (Lync Server 2010 and release N+1 where N=Lync Server 2010).
You may separately renew the Lync Server 2010 Plus CAL SA at your first renewal period post the release N+1 in order to maintain SA benefits of future releases.
Purchased after July 1st 2009 and before the release of Lync Server 2010 and maintain SA:
You will receive a perpetual license of Lync Server 2010 Plus CAL at its GA date.
You may separately renew the Lync Server 2010 Plus CAL SA at your first renewal period post the Lync Server 2010 GA in order to maintain SA benefits of future releases.
Customers who do not have SA, or do not maintain SA, on their Office Communications Server Enterprise CAL or the ECAL Suite at GA of Lync Server 2010 will not be qualified for either grandfathering offer and will be required to purchase the Lync Plus CAL when it is released in order to have rights to the Lync Server 2010 Plus CAL functionality.
Lync Server “15”
Plus CAL

13. OCS 2007 R2 Grandfathering Scenarios
JULY 1, 2009
LYNC SERVER 2010 GA
LYNC SERVER N+1 GA
Scenario 1
Lync Server 2010
PLUS CAL L
Lync WAVE 15
PLUS CAL L
Lync “15”
PLUS CAL SA
Lync “15"
Standard CAL SA
Ent. CAL SA
OCS 2007 R2
Standard CAL L&SA
Ent. CAL L&SA
Scenario 2
Lync Server 2010
PLUS CAL L
Lync 2010
Standard CAL SA
Ent. CAL SA
Lync 2010
PLUS CAL SA
OCS 2007 R2
Standard CAL L&SA
Ent. CAL L&SA
Scenario 3
Lync Server 2010
PLUS CAL L
Lync 2010
Standard CAL L&SA
Ent. CAL L&SA
Grandfathering Entitlements
Customers who have purchased Office Communications Server 2007 R2 Enterprise CAL or ECAL Suite and have maintained their SA benefits by the general availability of Lync Server 2010 will benefit from either of the following two Software Assurance rights:
Purchased prior to July 1st 2009 and maintain SA:
You will receive a perpetual license of Lync Server 2010 Plus CAL at its general availability (GA) date.
If you maintain SA on the Office Communications Server ECAL or the ECAL Suite, you will have access rights equivalent to the rights under the Lync Server 2010 Plus CAL for two releases (Lync Server 2010 and release N+1 where N=Lync Server 2010).
You may separately renew the Lync Server 2010 Plus CAL SA at your first renewal period post the release N+1 in order to maintain SA benefits of future releases.
Purchased after July 1st 2009 and before the release of Lync Server 2010 and maintain SA:
You will receive a perpetual license of Lync Server 2010 Plus CAL at its GA date.
You may separately renew the Lync Server 2010 Plus CAL SA at your first renewal period post the Lync Server GA in order to maintain SA benefits of future releases.
Customers who do not have SA, or do not maintain SA, on their Office Communications Server Enterprise CAL or the ECAL Suite at GA of Lync Server 2010 will not be qualified for either grandfathering offer and will be required to purchase the Lync Plus CAL when it is released in order to have rights to the Lync Server 2010 Plus CAL functionality.
Lync PLUS for ECAL Suite L&SA
ECAL Suite

14. User CALs and Device CALs
Step 1: Segment Users and Devices
Step 2: Assign User CAL or Device CAL
User CAL
Device CAL
Active Directory Authenticated Users
User CAL Required
Devices Accessing Lync Server used exclusively by internal users)
Device CAL Required
If users are both AD Authenticated Users primarily IWs with User CALs
Covered under User CALs
If users are AD Authenticated Users
without a User CAL
Require Device CALs
If Users are non-AD Authenticated Users and/or external to organization
No CAL Required
Information Workers
AD Authenticated users each assigned multiple devices
*USB peripheral devices do not require device licenses but are licensed by virtue of the attached PC
Shared Devices
Conference phones, fax machines, kiosks, or Hot Desks used by multiple AD Authenticated users
Public Devices
Common area or lobby phones used by non AD Authenticated Users
Step 1: Identify all users and devices that access the server software and segment them into IW Users & Devices, Shared Devices and Public Devices
Step 2: You must acquire and assign a CAL to each device or user that accesses your instances of the server software directly or indirectly
AD: Active Directory
User CAL: Licenses one user to use any device to access instances of the server
Device CAL: Licenses a device for use by any user to access instances of the server

15. Licensing External Users
License
Definition
Users part of Active Directory, have a listing in the GAL, can see presence
Requires external connector or CAL
authenticated user
Lync Server 2010 Internal Users
Users licensed under another company’s Lync Server 2010 or previous version licenses; can see presence
No additional cost: Included with standard licenses
Lync Server 2010 Edge
federated user
Inbound calls/messages, anonymous conference participants, no presence or GAL information (just see the number)
Free, unlimited IM and Presence, Group Chat
anonymous user
Require device and/or user CALs
Connection to top public IM service providers such as Windows Live, AOL, Yahoo! and XMPP Networks
Varies by service provider; may require XMPP Gateway (no additional license cost) or PIC license (per-user subscription service)
External users may require a license in order to access a Lync Server There are four types of external users that may access a Lync Server 2010:
Federated users
Anonymous users
External users
Public IM Connectivity users
Federated Users
A federated user is an external user that possesses valid credentials with a federated partner and is authenticated on that basis by Lync Server Federation is a feature provided with your licenses of Lync Server Users connected by federation with another partner do not require a CAL or EC License.
Unauthenticated Users
An unauthenticated, or anonymous, user is a person/device that does not have an identity in the Active Directory® Domain Services. Unlike a federated user, an anonymous user is not authenticated. You do not require licenses for unauthenticated users of Lync Server 2010.
External Authenticated Users
An EC license permits an unlimited number of authenticated external users to access a Lync Server in scenarios where the number of CALs is uncertain. The number of EC licenses required corresponds to the number of physical Lync Server 2010 servers, regardless of the number of instances. The specific EC required is determined by the equivalent CAL features the external users would require. The following lists available EC licenses and the equivalent CAL features:
External Connector Standard—equivalent to the Standard CAL features
External Connector Enterprise—equivalent to the Enterprise CAL features
External Connector Plus—equivalent to the Plus CAL features
Public Instant Messaging Users
Lync Server 2010 provides organizations with the capability to connect their existing base of Lync Server enabled users to the top public IM service providers. Licensing requirements for Public IM Connectivity depends on the service providers you want to connect with and your Lync Server 2010 CALs.
Windows Live™ and AOL: Customers with Lync Server 2010 with active Software Assurance (SA) qualify for federation with Windows Live Messenger and AOL without additional licensing requirements. Customers that do not meet the qualifying requirements should buy the Lync Public IM Connectivity (PIC) license for federation with Windows Live Messenger and AOL.
Yahoo!: Federation with Yahoo! requires the Lync Server 2010 PIC per-user subscription license. The Lync Server 2010 PIC license is sold separately on a per-user, per-month basis as a Microsoft service. PIC service licenses are available for Microsoft Volume License customers only.
XMPP Networks: Federation with XMPP (Extensible Messaging and Presence Protocol) networks, such as Google Talk, can be enabled through the Lync Server 2010 XMPP Gateway. This Gateway provides presence sharing and instant messaging (IM) with XMPP networks. It is available at no additional licensing cost.
External: A user typically not an employee and not defined in the customer’s agreement.
Authenticated: A user who has an identity in the Active Directory Domain Services
public IM connectivity user

16. Lync Online User Subscription Licenses Features Pricing and Licensing
Lync Online is licensed via a subscription model in which each user needs a User Subscription License (USL).
Available Lync Online USLs:
Lync Online Standard USL
Lync Online Enterprise USL
Standard USL
IM and Presence
PC-to-PC AV Calling
Enterprise USL
Online Meetings with AV Conferencing and Multiparty Data Sharing
Detailed information and pricing to be announced

18. Lync Server 2010 CAL Feature Map
appendix
Lync Server 2010 CAL Feature Map

19. Instant Messaging and Presence
Feature
New or Improved
Standard CAL
Enterprise CAL
Plus CAL
OCS 2007 R2
Lync Server 2010
PC-to-PC and multi-party IM
Improved √
Standard CAL Feature
N/A
PC-to-PC and multi-party File Transfer
PC-to-PC computer audio
PC-to-PC computer video
Rich Presence
Persistent Group Chat
Skill Search
New
IM/P from Office applications
PC-to-PC IM, audio, and video with users at federated organizations and Public IM Networks
Conference Attendee Experience: Join an ad hoc or scheduled meeting; Send/receive audio/video; View shared application; View/Write whiteboard - all of this as an authenticated user
Conference Presenter Experience: Upload and advance PowerPoint slides; Initiate Recording; Share application; Manage Roster; Manage Meeting lobby; Use DTMF controls - all of this as an authenticated user
View application sharing session (Attendee experience)

20. Audio, Video, and Web Conferencing
Feature
New or Improved
Standard CAL
Enterprise CAL
Plus CAL
OCS 2007 R2
Lync Server 2010
Initiate/Schedule ad-hoc multi-party (3+) audio conference (including dial-out to PSTN and/or PBX user)
Improved
ENT or Plus CAL Feature √
N/A
Initiate ad-hoc multi-party video conference
Initiate ad-hoc application Sharing (P2P or multi-party)
Initiate ad-hoc white boarding (P2P or multi-party)
New
Schedule and host conferences on the audio conferencing bridge (CAA)
Schedule Web conferences
Automatically join meeting audio from PBX or other phone number
Dial out to PSTN
Receive calls from PSTN

21. Enterprise Voice Technology
Feature
New or Improved
Standard CAL
Enterprise CAL
Plus CAL
OCS 2007 R2
Lync Server 2010
Ad-hoc multi-party (3+) audio conference (including dial-out to PSTN and/or PBX user)
Improved
ENT or Plus CAL Feature √
N/A
UC and PBX Call Control (click to call, answer, hold, resume, transfer, park, and retrieve)
New & Improved
Visual access to voic (requires Exchange UM for voic )
Additional telephony features (call park and receive, report malicious call, inbound private line)
New
Routing Rules (includes team call, call forward, simul-ring)
E911 capabilities
Delegation
Response Group Agent and Agent Anonymity