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Microsoft OpenLicensing & Software Assurance

6.0 Training

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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

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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

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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

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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 pool—applications, systems, or servers.

Client with more than 250 PCs

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Open License 5.0 versus 6.0

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

Open License 6.0 2 year Agreement License Offerings

We will have 3 part #:

L, SA, L&SA PackageL = License/UpgradeSA = Software

Assurance Initial Order Minimums

Business: 5 licenses Volume: 500 points

Payments Upfront only

UPG ADV until July 31st, 2002; (previously Feb 28th ,2002)

***Only change is in License Offerings. All else remains the same.***

NewOld

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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

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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

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What is Software Assurance?

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

Software Assurance provides benefits to customer throughout enrollment term.

SA……….……………..Upgrades…….……………………

Year 1 Year 2

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What is Software Assurance? Cont. Must be purchased with the License (L&SA 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

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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

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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.

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Software Assurance Pricing cont.

SA (for renewals) and L & SA Package Available as 2-year purchase only

Payment timing Upfront payment only

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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.

Previous Version

Windows XP Home Edition

Windows XP Professional

Windows 3.1 NO NO

Any Evaluation Version

NO NO

Any Server Version

NO NO

Windows 95 NO NO

Windows 98/ Windows 98 SE

YES YES

Windows Me YES YES

Windows NT 3.51 NO NO

Windows NT 4.0 NO YES

Windows 2000 Professional

NO YES

Windows XP Home Edition

YES

Windows XP Professional

NO

Eligibility for Retail Upgrade Package

http://www.microsoft.com/windowsxp/pro/howtobuy/upgrading/matrix.asp

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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

Retail Upgrade Pricing and Rebate Eligibility for Office XP SuitesWhen purchasing a license for an Office XP retail-packaged (boxed) product:You are eligible to upgrade to… …if you are a

licensed user of one of these productsOffice XP Professional Special

Edition

Office XP Professional ¹

Office XP Standard

Office XP Developer

Office Premium, Professional, Small Business, Standard, Developer editions (version 97 or later for Microsoft Windows® or Microsoft Windows NT®)

http://www.microsoft.com/office/howtobuy/upgrading.htm

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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

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BackOffice to Core CAL Transition

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

BKO Server On Oct. 1, what does the customer get?

When the Agreement Expires, what does the customer get?*

EA Automatically convert to SA on BackOffice Server

1. License confirmation on the latest versions of component servers 2. Right to renew with the components

BackOffice 2000 w/ UA

Automatically convert to SA on BackOffice Server

1. Right to enroll in SA for each component 2. Right to use the latest version of the components

BackOffice 2000 w/o UA

Right to buy SA on components (in Launch Period)

Previous versions of BackOffice Server

Can buy “L” and “SA” on components (in Launch Period)

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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 L&SA Hand out enclosed on upgrade roadmap More info:

http://www.microsoft.com/backofficeserver/default.asp

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Summary: inform your customers

1. Identify non-current Licenses and purchase UA before July, 31st.

2. Start a new auth. number to take advantage of full 24 months of UA.

3. UA to be grandfathered into SA4. Identify Current Licenses and enroll in SA before

July 31st. 5. If nothing is done before July 31st, they must

purchase L or L&SA.6. For new licenses, L or L&SA- Look at upgrade path

for each product

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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@microsoft.com