Introduction to Microsoft Volume Licensing Marc Maraldo Business Development Manager

Agenda Retail Purchasing Options Volume License Programs Overview Software Assurance Program SharePoint Server 2007 Common FAQ Resources

Introductions & Objectives An introduction to SoftwareONE Who are we? Unique “Go to Market” Strategy My role (why I was asked to do this presentation) Fundamental understanding of: Software licensing Software Assurance How to buy SharePoint Housekeeping Marc Maraldo Business Development Manager - Northeast direct

OEM/Retail You cannot move the OEM license to another computer Retail/OEM without Software Assurance versions have many IT limitations, no network deployment/support (bits are different) You must activate each and every OEM/Retail copy of Office Retail/OEM without SA Licenses have no secondary-use rights or imaging You cannot downgrade to a previous version of the software OEM Licenses are not recorded for you. Therefore the customer must retain all OEM/Retail license documentation

Volume License Program Overview

Volume License Programs 3 year term3 year term Can be purchased through VAR or LARCan be purchased through VAR or LAR Can spread payments annually or pay all three years upfrontCan spread payments annually or pay all three years upfront Min of 5 licenses to open agreementMin of 5 licenses to open agreement Includes Software AssuranceIncludes Software Assurance Managed thru MVLS websiteManaged thru MVLS website 3 year term3 year term Can be purchased through VAR or LARCan be purchased through VAR or LAR Can spread payments annually or pay all three years upfrontCan spread payments annually or pay all three years upfront Min of 5 licenses to open agreementMin of 5 licenses to open agreement Includes Software AssuranceIncludes Software Assurance Managed thru MVLS websiteManaged thru MVLS website 2 year term2 year term Can be purchased through VAR or LARCan be purchased through VAR or LAR Min of 5 licenses to open AgreementMin of 5 licenses to open Agreement With Software Assurance or without Software AssuranceWith Software Assurance or without Software Assurance Managed thru eOpen websiteManaged thru eOpen website Open Business – transactionalOpen Business – transactional Open Volume – 500 point minimum per poolOpen Volume – 500 point minimum per pool 2 year term2 year term Can be purchased through VAR or LARCan be purchased through VAR or LAR Min of 5 licenses to open AgreementMin of 5 licenses to open Agreement With Software Assurance or without Software AssuranceWith Software Assurance or without Software Assurance Managed thru eOpen websiteManaged thru eOpen website Open Business – transactionalOpen Business – transactional Open Volume – 500 point minimum per poolOpen Volume – 500 point minimum per pool Open License Open Value

Volume License Programs Company wide commitment on qualified desktopsCompany wide commitment on qualified desktops 3 year term3 year term Direct agreement with MSDirect agreement with MS Use LAR as Enterprise Software Advisor (ESA)Use LAR as Enterprise Software Advisor (ESA) Includes Software AssuranceIncludes Software Assurance Annualized PaymentsAnnualized Payments Lock in pricesLock in prices Annual True UpsAnnual True Ups Additional productsAdditional products Company wide commitment on qualified desktopsCompany wide commitment on qualified desktops 3 year term3 year term Direct agreement with MSDirect agreement with MS Use LAR as Enterprise Software Advisor (ESA)Use LAR as Enterprise Software Advisor (ESA) Includes Software AssuranceIncludes Software Assurance Annualized PaymentsAnnualized Payments Lock in pricesLock in prices Annual True UpsAnnual True Ups Additional productsAdditional products Forecast based programForecast based program 3 year term3 year term Can be purchased through LAR onlyCan be purchased through LAR only With Software Assurance or without Software AssuranceWith Software Assurance or without Software Assurance Can spread payments annually or pay all three years upfrontCan spread payments annually or pay all three years upfront Monthly procurementMonthly procurement 1500 points minimum required per term per pool1500 points minimum required per term per pool Purchase under pools:Purchase under pools: ApplicationsApplications SystemsSystems Servers2 year termServers2 year term Forecast based programForecast based program 3 year term3 year term Can be purchased through LAR onlyCan be purchased through LAR only With Software Assurance or without Software AssuranceWith Software Assurance or without Software Assurance Can spread payments annually or pay all three years upfrontCan spread payments annually or pay all three years upfront Monthly procurementMonthly procurement 1500 points minimum required per term per pool1500 points minimum required per term per pool Purchase under pools:Purchase under pools: ApplicationsApplications SystemsSystems Servers2 year termServers2 year term Select Agreement Enterprise Agreement

Volume License Programs Simplified License ManagementSimplified License Management Access to the Latest Microsoft TechnologyAccess to the Latest Microsoft Technology Platform StandardizationPlatform Standardization Flexible for Business GrowthFlexible for Business Growth Online Tracking ToolsOnline Tracking Tools Centralized PurchasingCentralized Purchasing Investment ProtectionInvestment Protection Strategic Relationship with MicrosoftStrategic Relationship with Microsoft Software Assurance BenefitsSoftware Assurance Benefits Simplified License ManagementSimplified License Management Access to the Latest Microsoft TechnologyAccess to the Latest Microsoft Technology Platform StandardizationPlatform Standardization Flexible for Business GrowthFlexible for Business Growth Online Tracking ToolsOnline Tracking Tools Centralized PurchasingCentralized Purchasing Investment ProtectionInvestment Protection Strategic Relationship with MicrosoftStrategic Relationship with Microsoft Software Assurance BenefitsSoftware Assurance Benefits Office Pro PlusOffice Pro Plus Windows Vista EnterpriseWindows Vista Enterprise Core CAL SuiteCore CAL Suite Windows Server CALWindows Server CAL Exchange Server CALExchange Server CAL SMS CALSMS CAL SharePoint CALSharePoint CAL Office EnterpriseOffice Enterprise ECAL SuiteECAL Suite Exchange ECALExchange ECAL SharePoint ECALSharePoint ECAL OCS CALOCS CAL OCS ECAL “Live”OCS ECAL “Live” MOM ClientMOM Client RMS ClientRMS Client Forefront Security SuiteForefront Security Suite Office Pro PlusOffice Pro Plus Windows Vista EnterpriseWindows Vista Enterprise Core CAL SuiteCore CAL Suite Windows Server CALWindows Server CAL Exchange Server CALExchange Server CAL SMS CALSMS CAL SharePoint CALSharePoint CAL Office EnterpriseOffice Enterprise ECAL SuiteECAL Suite Exchange ECALExchange ECAL SharePoint ECALSharePoint ECAL OCS CALOCS CAL OCS ECAL “Live”OCS ECAL “Live” MOM ClientMOM Client RMS ClientRMS Client Forefront Security SuiteForefront Security Suite Enterprise Agreement Components Enterprise Agreement Benefits Enterprise Desktop Desktop Professional

Software Assurance Program

New Version Rights Spread Payments Windows Vista Enterprise Virtual PC Express for SA Training – Extended Vouchers For Enterprise Customers SUA Microsoft Desktop Optimization Pack (MDOP) eLearning Home Use Program Employee Purchase Program Enterprise Source License Program Desktop Deployment Planning Services* Information Work Solution Services* Windows Pre-Installation Environment Extended Hotfix Support Windows Fundamentals For Legacy PCs 24x7 Business Critical Support For Problem Resolution TechNet Plus Cold Backups for Disaster Recovery Corporate Error Reporting Items in orange are new New SA Benefits *Available through the purchase of Office licenses

Software Assurance Program Customer Value $1900/User$40,000/Org$1900/User$40,000/Org

Microsoft Office SharePoint Server 2007 Secure enterprise business solution that integrates information from various systems into one solution through single sign-on and enterprise application integration capabilities, as well as flexible deployment and management tools Facilitates end-to-end collaboration by enabling aggregation, organization, and search capabilities for people, teams, and information Enables users to find relevant information quickly through customization and personalization of portal content and layout, and by audience targeting

Collaboration portal + content management Document lifecycle capabilities Enterprise search enhancements E-Forms services Spreadsheet publishing & reporting Business data integration Windows SharePoint Services* Team Collab *Included with Windows Server and CAL licenses Project Mgmt Text search of team sites Issue tracking applications Project workspaces Workspaces and tools Blogs Workflow Document & Web Content Management Site Model, Security, and Management 5 out of box workflows reporting for ECM Policy Management Auditing Records management Personalization Deployment Site Manager Windows Workflow Foundation Admin and deployment Status and history Framework: repository, versioning, metadata Basic document management Site and role management infrastructure Search Extensible and customizable search of enterprise content and people Business data Data Integration E-FormsData Mgmt & Reporting Business data library Web part integration Mgmt, publishing, process creation & completion Spreadsheet publishing & calculation Report Center Office SharePoint Server Enterprise CAL Office SharePoint Server CAL Microsoft Office SharePoint Server 2007

Microsoft Office SharePoint Server for Search A search-only solution from Microsoft for intranets and public- facing web sites Standard Edition can be seamlessly upgraded to Enterprise Edition A step-up path from either edition to SharePoint Server 2007 will be available Office SharePoint Server Enterprise CAL Office SharePoint Server CAL People Search Business Data Catalog Enhanced Search Center Document & Web Content Management People Search Business Data Catalog Enhanced Search Center Full search of forms Enterprise Edition unlimited docs Standard Edition limited to 500K docs Out of the box search for file shares, web sites, SharePoint sites, Exchange PFs, Notes DBs Extensibility to 3rd party document repositories and file types using protocol handlers and iFilters For Search Core Search Functionality

10 Reasons to deploy SPS Create a complete view of your business Put relevant information at your fingertips Share knowledge across the organization Find and leverage your organization's intellectual capital Find, aggregate and provision SharePoint sites Create self-service portals Automate business processes Speed adoption with familiar interfaces and tools Reduce development time and cost with out-of-the-box portal services Ease deployment with flexible options

FAQ Can I mix SharePoint editions in the same farm? How is Windows SharePoint Services 3.0 licensed? How do I know which Client Access License (CAL) I need? How is Office SharePoint Server 2007 licensed on servers that have more than one CPU? How do I know which Client Access License (CAL) I need? How do I know how many Client Access Licenses (CALs) I need? I’ve heard of the Core CAL Suite. How does the Core CAL Suite relate to Office SharePoint Server 2007? How does the Microsoft Office SharePoint Server 2007 for Internet sites relate to the licensing of SQL Server 2005 and Windows Server 2003? How do I license Office SharePoint Server 2007 for my Virtual Machines (VMs)?

Resources Mark Maraldo – (866) Licensing - SA Benefits Hotline - (866) Promotions –

And Some More Resources eOpen: Microsoft Volume Licensing Services (MVLS) Select Fulfillment Guide Explore.ms: Agreements, Enrollments, more! Licensing Configurator Tool

Thank You.