1. Microsoft Open Licensing 101
Richard Runko – Licensing Advisor

2. 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)

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

4. 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)

5. 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)

6. 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)

7. Open Licence SKU identification
Separate SKUs for Business, Government, Academic and Charity Customers
Open Business
MSL-79P Office Professional Plus 2013 Sngl OPEN 1 License No Level Open Government
MSGL-79P Office Pro Plus 2013 Sngl Local Government OPEN 1 License No Level
Open Academic
MSL-79P Office Professional Plus 2013 Sngl Academic OPEN 1 License No Level
Open Charity
MSL-79P 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

8. Open Licence SKU identification
Open Business – Express Data SKU intelligence MSL-79P 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 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.

9. 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

10. 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

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

12. 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)

13. 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)

14. 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, address and phone number
Valid License Authorization number for the customer (Reorders Only)
Important - Valid End User (identical to their Windows Live ID ). This Windows account will be used by the End User to access the VLSC to download the software and licence keys

15. Microsoft Open Value

16. 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

17. 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

18. 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
MVL 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
MVL 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
MVL 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
MVL B - Microsoft Office 2013 All Lng Open Value 1 License No Level Additional Product Each

19. 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
MVL 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 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-P Microsoft Windows Server Standard Sngl License/SA Pack Open Value 1 License No Level Additional Product 2 PROC 1 Year Acquired Year 1

20. 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)

21. 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

22. 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

23. Microsoft Open Value Enrollment for Education Solutions (EES)

24. 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)

25. 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

26. 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

27. 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.