Microsoft Open Licensing

1
Microsoft OpenLicensing Software Assurance 6.0
Training
2
Microsoft Licensing

• OEM Original Equipment Manufacturer
  (preinstalled)
• Full Package Product (FPP)-Retail
• Volume Licensing for Orgs-(enjoy savings)
• Open 6.0 5 licenses
• Academic Government Volume Licensing
• Main differentiator between licenses PRICE

3
Volume Licensing for Orgs

• Open 6.0 5 licenses or 500 points initial order
• Select 6.0 250 PCs able to forecast 3 years
  agreement
• Enterprise Agreement 6.0 (EA) 250 PCs
  standardize on MS Enterprise platform 3 years
  agreement
• EA Subscription Agreement same as EA but lease
  rather than purchase the licenses. (new in 6.0)
• Academic Government Volume Licensing

4
Open License 6.0 Features

• Significant discounts over retail prices
• Designed for corporate, government, charity, and
  academic ordering 5 licenses
• Gives your client the right to copy MS SW
• After 1st order, same discount prices for the 2
  year agreement
• Easy mgmt of licenses through eOpen
  //eopen.microsoft.com
• Opportunity to get the latest versions through
  Software Assurance

5
Open License Options

• Open Business
• Discount off retail
• Order 5 licenses
• Same discount for 2 yrs. No min reorders
• Open Volume
• Minimum initial order of 500 points within a
  product poolapplications, systems, or servers.
• Client with more than 250 PCs

6
Open License 5.0 versus 6.0
Only change is in License Offerings. All
else remains the same.
Old
New

• Open License 6.0
• 2 year Agreement
• License Offerings
• We will have 3 part
• L, SA, LSA Package
• L License/Upgrade
• SA Software Assurance
• Initial Order Minimums
• Business 5 licenses
• Volume 500 points
• Payments
• Upfront only
• UPG ADV until July 31st, 2002 (previously Feb
  28th ,2002)

• Open License 5.0
• 2 year Agreement
• License Offerings
• Std, PUP, VUP, CUP, UA
• Initial Order Minimums
• Business 5 licenses
• Volume 500 points
• UPG ADV
• Payments
• Upfront only

7
What is License?

• L License/Upgrade (desktop OS)
• Replaces multiple Licensing SKUs(Standard
  license, V/U, C/U, P/U, and Language UPG)
• Provides rights to the current version

8
What is Upgrade Advantage?

• Adding Upgrade Advantage to the Open License gets
  you the most current version of a product and
  keeps you current for 2 years or until the end of
  Open Auth. number whichever comes first
• Best option is to obtain new authorization number
  with UA
• UA is only available until July 31st, 2002
• UA Agreements will be automatically enrolled into
  SA after July 31st and remain in place until end
  of term of authorization number
• The ONLY difference between offering UA and SA is
  the current status of the client.
• Current SA
• Non-current UA

9
What is Software Assurance?

• Like UA Provides upgrades and updates through
  enrollment term only in Volume Licensing

Year 2
Year 1
SA
...Upgrades.
Software Assurance provides benefits to customer
throughout enrollment term.
10
What is Software Assurance? Cont.

• Must be purchased with the License (LSA
  package), with the following exceptions
• Renewal of SA after your existing SA term
  expires. 90 days to renew.
• OEM and Retail 90 days following License
  Purchase
• Launch Grace Period October 1, 2001- July 31,
  2002
• Client must have current versions of products
• Current
• Office Office 2000, Office XP
• Windows OS Windows 2000, Windows XP

11
Software Assurance Pricing

• Tiered Volume Price Levels
• Applications
• Software Assurance 29 License per year
• Systems
• Software Assurance 29 License per year
• Servers
• Software Assurance 25 License per year

12
Software Assurance Pricing cont.

• Software Assurance price calculated as follows
• 25 of License X Yrs. in contract (2 yrs.) 50
  off License
• Renew the Software Assurance forever at 50 off.
• 90 day grace period to renew or must purchase
  FULL License.

13
Software Assurance Pricing cont.

• SA (for renewals) and L SA Package
• Available as 2-year purchase only
• Payment timing
• Upfront payment only

14
FPP for OS

• Keeping Upgrades
• For Windows XP, full and upgrade only
• SA will be offered for OEM/Retail OS within 90
  days of purchase of that OS IF client has Open
  Auth .
• There is no SA for XP Home
• Linux is NOT a qualifying upgrade OS
• Refer to the Windows XP migration map for details.

http//www.microsoft.com/windowsxp/pro/howtobuy/up
grading/matrix.asp
15
FPP for APPs

• Keeping Upgrades
• OEM Retail licenses for ANY application
  products are NOT ELIGIBLE for Software Assurance
• Key differences between Office XP in OEM
  Retail, and volume licensing media
• Office media thru WWF Select CDs will include
  features not in OEM retail media
• Office OEM Retail media will not work with
  enterprise deployment tools

http//www.microsoft.com/office/howtobuy/upgrading
.htm
16
OEM

• OS
• SA will be offered for OEM/Retail OS within 90
  days of purchase of that OS
• Apps
• OEM Retail licenses for ANY application
  products are NOT ELIGIBLE for Software Assurance
• More info www.microsoft.com/oem/latinoamerica

17
BackOffice to Core CAL Transition

• BackOffice Server and CAL replaced by individual
  server licenses and the new Core CAL,
  respectively.

18
Core CAL Overview

• Client access license that provides the rights
  for desktops (ie, devices) to access the
  following servers
• Exchange 2000
• Windows Server (Whistler)
• SharePoint Portal Server
• SMS (2.0)
• Servers must be licensed separately
• SA and LSA
• Hand out enclosed on upgrade roadmap
• More info http//www.microsoft.com/backofficeserv
  er/default.asp

19
Summary inform your customers

• Identify non-current Licenses and purchase UA
  before July, 31st.
• Start a new auth. number to take advantage of
  full 24 months of UA.
• UA to be grandfathered into SA
• Identify Current Licenses and enroll in SA before
  July 31st.
• If nothing is done before July 31st, they must
  purchase L or LSA.
• For new licenses, L or LSA- Look at upgrade path
  for each product

20
Resources

• Visit www.microsoft.com/westindies/partner/
• Visit www.microsoft.com/partner/licensing/
• Open License Software Assurance Evaluator an
  online tool for Open License customers that helps
  them transition into Software Assurance based on
  their license purchase history. The tool will be
  accessed through the eOpen Web site
  https//eopen.microsoft.com and will use
  customers self-aggregated data for analysis.
• Demo of SA Evaluator in
• www.microsoft.com/partner/licensing/openlicensing/
  SAevaluator.asp
• Upgrade paths www.microsoft.com/partner/Licensing
  /newplans.asp
• Worldwide events Fusion 2002
• Email jessicap_at_microsoft.com