Microsoft Open Licensing 101 Richard Runko – Licensing Advisor

Microsoft Licensing 101 Agenda Open Programs Comparison Open Licence Options and Customer Profiles Open Licence Ordering Process Open Value Open Value Enrollment for Education Solutions (EES)

Open Programs by Industry Open Licence Open Value Open Value Subscription Commercial  Government Academic (EES) Charity

Open Licence Customer Profile Choosing Open Licence: Suitable for small to medium sized businesses with between 5 and 250 Desktops and prefer to pay-as-you-go Perpetual Licences – Open Licences are perpetual licences, i.e. once the invoice is paid, the customer owns the licence outright. Option to purchase the licences with or without Software Assurance Mixed Product Requirements – Customers can purchase a mix of different products and quantities across different Product Pools. Discounted pricing compared to retail boxed product (FPP) Centrally manage licences and Software Assurance benefits through Microsoft’s Volume Licensing Service Center (VLSC)

Open Licence Features 5 Licence minimum initial order to start a License Authorisation Number (LAN) (1 Licence minimum for Government). LAN lasts for 2 years After initial order single licences can be added as required to the same LAN Licences can be purchased with or without Software Assurance. Software Assurance must be acquired with the licence at time of purchase, it cannot be added at a later date. Downgrade rights – run a prior version of the software if required Open Licences are perpetual - The customer who purchases an Open Licence, purchases the privilege of running the specified version of the software indefinitely Download software, keys and access all your licensing information in one central location at the Volume Licensing Service Center (VLSC)

Open Licence Options Open Licence has five categories depending on the customer profile. Each category has separate part numbers (SKU) and pricing. Open Business (for corporate / commercial customers) Open Government Open Academic Open Charity Open Volume (Level C) - for corporate customers (minimum of 500 points per pool)

Open Licence SKU identification Separate SKUs for Business, Government, Academic and Charity Customers Open Business MSL-79P-04749 - Office Professional Plus 2013 Sngl OPEN 1 License No Level Open Government MSGL-79P-04770 - Office Pro Plus 2013 Sngl Local Government OPEN 1 License No Level Open Academic MSL-79P-04730 - Office Professional Plus 2013 Sngl Academic OPEN 1 License No Level Open Charity MSL-79P-04733 - Office Professional Plus 2013 Sngl Charity OPEN 1 License No Level Open Volume (Open Business Level C) MSL-79P-04748C - Office Professional Plus 2013 Sngl OPEN 1 License Level C

Open Licence SKU identification Open Business – Express Data SKU intelligence MSL-79P-04749 - Office Professional Plus 2013 Sngl OPEN 1 License No Level MSLSA-05577NL - Office Pro Plus Single License/SA Pack OPEN No Level MSSA-05823NL - Office Pro Plus Single Software Assurance OPEN No Level MSL - Licence only SKU This is a perpetual licence of Office Pro Plus 2013. Purchasing this licence will allow you to run this version of the software in perpetuity. MSLSA - Licence plus Software Assurance SKU This is a perpetual licence of Office Pro Plus with 2 Years Software Assurance MSSA - Software Assurance SKU This is a Software Assurance only SKU. This SKU is used to renew the Software Assurance for a further 2 Years.

Open Business Level C (Open Volume) Open Volume provides Corporate customers with a discount for larger volumes Minimum of 500 points required per pool (cannot spread points across pools) 3 Product Pools – Applications, Systems and Servers Application pool - Includes all desktop applications e.g. Office, Visio, Project Office Pro Plus licence = 2 Points i.e. 250 licenses to qualify Office Pro Plus licences with SA = 4 points i.e. 125 licences with SA to qualify Systems pool – Windows Professional Upgrade Windows Pro 8 Upgrade = 2 points Server pool – All server products e.g. Windows Server, Exchange Server etc. Windows Server 2012 Standard = 15 Points Windows Server 2012 CAL = 1 Point

5 Licence Minimum LAN Exceptions Exception Examples: SQL Server Core Licences Windows Server Datacenter Dynamics CRM products MSDN Subscriptions - e.g. Visual Studio Pro with MSDN A qualified product will mentioned “Qlfd” in the description which identifies the product as a qualifying product for an Open/Open Value program minimum requirement Purchasing Software Assurance Counts towards the 5 licence minimum: A licence with Software Assurance = 2 Licences (in terms of meeting the minimum of 5) i.e., 3 x Office Pro Plus Licences with SA = 6 licences

Open Licence LAN Identification 90510834ZZC1406 ‘C’ = Charity ‘1406’ = Expiry date of June 30, 2014 67961751ZZS1301 S’ = Corporate ‘1301’ = Expiry date of Jan 31, 2013 90477369ZZL1402 ‘L’ = Government ‘1402’ = Expiry date of Feb 28, 2014 90514687ZZE1209 ‘E’ = Education/Academic ‘1209’ = Expiry date of Sept 30, 2012

Software Assurance Benefits Key Software Assurance Benefits New Product Versions Provides new software version releases so you always have access to the latest technology Windows 8 Enterprise Helps organisations increase desktop productivity by enabling standardisation, improving security features and multi-language support Home Use Program Provides employees with the latest version of Microsoft Office for their home computer, via low cost download E-Learning Offers self-paced interactive training designed for end-users and IT professionals Training Vouchers Provides in-depth technical classroom training for IT professionals and developers Planning Services Provides structured planning services from Microsoft partners to enable efficient deployments of Microsoft application, system and server products, and cloud services 24x7 Problem Resolution Support Provides phone and web incident support for Microsoft server and desktop products (# of phone incidents based on SA spend)

Open Licence Ordering Process A customer placing an Open Licence order for the first time receives a LAN and a Licence Number on acceptance of the order. The Licence Number corresponds to the specific order and consists of one or more line items. Each order generates a new Licence Number. A LAN may include many Licence Numbers and each Licence Number may include many line items. A LAN can be reused for two years to take advantage of the Open Licence pricing. A business may have multiple LANs reflecting purchases under Open Business over time The customer accesses the licence keys and software downloads from the Volume Licensing Service Center (VLSC)

Open Licence Order Requirements All Open Licence Orders must have the below information for For Reseller and End User (licensee): Company Name, Street Address, State, Post Code, Country Contact Name, email address and phone number Valid License Authorization number for the customer (Reorders Only) Important - Valid End User email (identical to their Windows Live ID email). This Windows account will be used by the End User to access the VLSC to download the software and licence keys

Microsoft Open Value

Why Open Value? Simplified Licence Management Single agreement for all licences Upgrade licences at any time – no need to track versions Manage licences online through VLSC Control of Your Investment Rights to new versions Deployment options Step-Ups available for certain products Better Management of Software Costs Reduce up-front costs by spreading payments over three years Predictable annual payments Additional savings for company-wide purchase

Open Value Agreement Types Standard (non company-wide) Organisations that do not want or need to standardize all desktop PC’s Purchase Products on an as need basis Company-wide Organisations that want to standardize all desktop PC’s Discounts on Platform products purchased company-wide Additional products can be purchased on an as need basis Subscription Low cost entry options for organisations with rapidly changing IT infrastructure Organisations that prefer to lease rather than purchase outright

Open Value Payment Options Open Value Perpetual licence payment options: Spread Payments – Split the cost of the licence and SA over a 3 year period MVL3-021-07257-1 - Microsoft Office Single License/Software Assurance Pack Open Value No Level Additional Product 1 Year Acquired year 1 Pre-payment – Pay for the licence and three years SA in full upfront MVL3-021-07261-3 - Microsoft Office Single License/Software Assurance Pack Open Value No Level Additional Product 3 Year Acquired year 1 Open Value Subscription payment options: Annual Payments – Three Annual Payments MVL3-021-09106-1 - Microsoft Office All Lng License/Software Assurance Pack Open Value No Level Additional Product 1 Year Buyout – Allows the customer to buyout the licence into a perpetual licence after the 3rd year MVL3-021-10216-B - Microsoft Office 2013 All Lng Open Value 1 License No Level Additional Product Each

Open Value Company Wide License one or more Platform products on a company-wide basis to receive a discount on those products The Platform products are: Windows Professional Upgrade Microsoft Office Professional Plus Microsoft Core CAL Suite or Enterprise CAL Suite Licensing one or two Platform products entitles “Enterprise” level pricing MVL3-269-09645-1 - Microsoft Office Professional Plus All Lng License/Software Assurance Pack Open Value No Level Enterprise 1 Year Acquired year 1 Licensing all three Platform products entitles “Platform” level pricing MVL3-79P-02310-1 - Microsoft Office Professional Plus All Lng License/Software Assurance Pack Open Value No Level Platform 1 Year Acquired year 1 Non-Platform “Additional Products” can be licensed in any quantity MVL3-P73-05599-1 - Microsoft Windows Server Standard Sngl License/SA Pack Open Value 1 License No Level Additional Product 2 PROC 1 Year Acquired Year 1

Open Value Company Wide Subscription License one or more “Platform” products company wide on all desktops to start the agreement Annual True-Up (or True-Down) of Platform Products Additional products can be purchased in any quantity Additional products need to be ordered in the month that they are installed – note that you pay for a full years’ subscription irrespective of the number of months left until the anniversary payment Individual components of the CoreCAL cannot be purchased individually Buyout Option available - At the end of the 3rd year the customer can purchase the licences outright (approximately 1.75 times the annual cost)

Open Value Initial Order Process Open Value Agreement must be accepted by End User (electronically) Distributor must submit their order within 30 days after agreement is accepted If the initial order is not received within 30 days from agreement creation, the agreement will be terminated. The initial order will go onto Hold to be reviewed and validated before approved and processed Customer receives an order confirmation which contains their Agreement and Order details. Customer downloads the software and product keys from the VLSC

Open Programs Comparison Open Licence 5 Licences to qualify Software Assurance Optional 2 year agreement Upfront payment Perpetual licences Purchase licences as needed Open Value Software Assurance included 3 year agreement Upfront or spread annual payments Perpetual Licences Organisation-wide option available Open Value Subscription 5 Desktops to qualify Annual Payment Non-perpetual licences Organisation-wide Standard

Microsoft Open Value Enrollment for Education Solutions (EES)

What is EES and who is it for? Open Value Enrollment for Education Solutions (EES) is a subscription offering for Academic institutions with a Full Time Equivalent (FTE) of 5 or more Faculty / Staff Key Points Agreement Term 1 or 3 Year agreements with one-time 3 Year extension option Subscription Program Subscription licences with Software Assurance Annual Counting One annual count of FTE numbers Platform Products License at least one Platform Product based on FTE to start a new EES agreement Additional Products Additional products can be licensed in any quantity Student Option For student personally-owned devices or an institution-owned device assigned to the student’s exclusive use (i.e., a device checked out to a student for the school year)

EES Desktop Platform Products The Desktop Platform products may be licensed individually or as a suite and must be licensed organisation-wide based on the FTE count. The EES platform products are: Windows Professional Upgrade Microsoft Office Professional Plus Microsoft Core CAL Suite or Enterprise CAL Suite Education Desktop Bundle Offerings: Education Desktop with Core CAL: Education Desktop with Enterprise CAL: Windows Professional Upgrade Microsoft Office Professional Plus Microsoft Core CAL Suite Microsoft Enterprise CAL Suite

EES Additional Products Additional Products may be licensed in any quantity, however CoreCAL Suite component CALs must be licensed organisation-wide based on the FTE count. Additional Products May be licensed in any quantity Windows Server Exchange Server SQL Server All other products, including Servers, desktop applications, etc. Must be licensed organisation-wide Do not qualify to meet the initial order requirement CAL Suite components (i.e. Windows CAL, SharePoint CAL, Exchange CAL) Certain Additional Products Offer Organisation-Wide Option Org-wide price (lower priced SKU) Individual price (higher priced SKU) RDS CAL, SQL CAL, Visio Pro, Visual Studio Pro

EES End of Agreement Options At the end of the EES agreement term the customer has the following options: Renew the agreement Purchase perpetual licences using the Buy-Out option Remove the software Combination of 2 & 3.