Microsoft Volume Licensing
Programs
Fundamentals
Agenda
Transformational Trends
Licensing Basics
Volume Licensing Programs
Enterprise Agreement Enrollments
The EA and Office 365
Software Assurance
Payment Solutions
Customer Scenarios
Next Steps
Assessment
Transformational Trends
The Cloud OS
Consistent
platform &
Consistent
Licensing
Licensing Software and Services
Software is intellectual property and licenses
provide the right to use the software and define
the conditions of use.
What requires a Software License?
1.
2.
3.
4.
i.e., Windows 8
Operating systems
Client Applications
Server Applications
Users or devices accessing the server
software (CAL-Client Access License or
EC - External Connector License)
i.e., Office 2013
Ways to Purchase a Software License
Full Packaged
Product (FPP)
OEM
Volume Licensing
Online Services
Product use rights govern how products may be used and these vary by product, product version,
AND by the channel through which the license was purchased.
Full Packaged Product or FPP
Full Packaged
Product
(FPP)
Details:
Agreement with Microsoft
Use rights are documented in the Retail
License Terms
Preinstalled OEM
OEM
Details:
Volume Licensing
Agreement with OEM or System Builder
Use rights are documented in the OEM
License Terms
Online Services
Online Services
Details:
Agreement with Microsoft,
Advisor, or
Volume Licensing
Syndication Partner
Use rights are outlined in the Services
Provider agreement and/or Product
Use Rights
Volume Licensing
Volume Licensing
Details:
Agreement with Microsoft
Use rights are documented in the
Product Use Rights document (PUR)
Microsofts Licensing Principles
Licensing must evolve to support new business realities
Embrace new user workstyles
and infrastructure deployment
choice
Simplify purchasing and license
compliance
Best value while protecting
existing investments
Benefits of Volume Licensing
Pricing Advantages
with predictable costs
and volume discounts
available
Access to enterprise
grade solutions and
Software Assurance
benefits to maximize
your IT spend
Greatest flexibility
with program choices
for organizations of
varying sizes and the
ability for combined onpremises software and
Cloud Services
Standardization
providing savings for
deploying standard sets
of products across the
organization
Flexible and convenient payment options through Microsoft Payment Solutions* to help customers
solve budget and cash flow issues and to help manage their cash flow more strategically
Key Software Assurance Benefits
Technology, Services & Support
Volume Licensing Program Differentiators
Organization Size
Agreement structure
Number of PCs and users
All PCs
Initial orders and price levels
Cloud Services
Software Assurance
Perpetual vs. non-perpetual licenses
Payment options*
Upfront
Annually
Agreement length
2 years
3 years
Volume Licensing Programs
SA is optional
SA included
SA is optional
An organization-wide Desktop Enrollment is required for all qualified devices.
**The Enterprise Subscription Enrollment is an Enrollment under the Enterprise Agreement.
All devices*
SA included
All devices*
SA included
All devices*
SA included
All devices*
SA included
Open Programs Details
*An organization-wide option means that customers commit to one of three Microsoft Enterprise Products for all desktops/users inthe organization and achieve standardization of technology, in exchange for pricing
benefits as well as other benefits
Benefits of the Open Programs
Optimal for organizations that want to:
Generally receive a pricing advantage over retail
Simplify license management
Standardize their IT infrastructure
Maximize their investment with Software Assurance benefits
Upgrade at any time without having to track versions or open
new agreements.
Transact all licensing needs through a local reseller.
Select Plus Program Details
1
Select Plus
For organizations with 250+ desktop PCs
Software Assurance is optional
Non-expiring Agreement
Upfront or Spread Annual Payments
Customers purchase perpetual licenses
Purchase licenses as needed
Benefits of the Select Plus Program
Optimal for organizations that want:
Savings with volume purchases across the organization
Flexibility to acquire licenses, as needed and by department,
with a non-expiring agreement
Centralized license management
A single, organization-wide agreement offering the same
pricing level for all departments and affiliates.
Centralized and affiliate-level reporting
Enterprise Agreement (EA) Program Details
1
Enterprise
Agreement
250+ PCs, devices/users
Software Assurance Included
3-year Agreement
Requires Desktop Enrollment
Annual Payments &
Reconciliation (True Up)
Perpetual Licenses
Purchase licenses as needed
Enterprise Subscription
Enrollment
250+ PCs, devices/users
Upfront or Spread Annual
Software Assurance Included Payment
Subscription Agreement
Non-Perpetual Licenses
Requires Desktop Enrollment Organization-wide Option
Benefits of the Enterprise Agreement
Optimal for organizations that want:
The best available pricing
Comprehensive Software Assurance Benefits
Standardized IT
Ability to acquire both on-premises and cloud
services under a single agreement
Flexibility to Transition to or Add Office 365 cloud
services at their own pace
The New- Server and Cloud Enrollment (SCE)
which delivers cloud-enabled and solution-focused
technology suites and access to Windows Azure with
our best pricing, terms and benefits
Additional Enterprise Agreement Benefits
Optimize your IT budget with
cloud service subscriptions and
software licenses that align to
your users needs.
Address your users needs with
both on-premises software and
cloud services, adjusting when it
makes sense for your business
Streamline software compliance
and license management under
one agreement for both
Microsoft on-premises software
and cloud services
Enterprise Subscription Enrollment
Benefits of subscribing to rights to use Microsoft products & services
Lower initial costs
Increase or decrease subscription
quantities for fluctuations in
workforce and reconcile once
yearly
Licenses are subscriptions and
software usage and rights end
when the subscription ends
(non-perpetual)
Simplifying the Enrollment Landscape
Reducing the number of enrollments
Before
Today
Enterprise
Agreement
Enterprise
Enrollment:
Windows, Office,
CAL Suites
EAP:
SQL Server,
Developer Tools
ECI:
Windows Server +
System Center
EWA:
Windows Azure
Enterprise
Agreement*
Enterprise
Enrollment:
Windows, Office,
CAL Suites
Other licensing
programs:
Select or Open EA
additional products
SCE:
SQL Server,
Windows Server +
System Center
Developer Tools
Windows Azure
Enterprise Agreement Enrollments
Cost-effective way to license Microsoft solutions to meet organizational objectives.
Enrollment agreement structure allows for the easy addition of new products, services, and licensing
options to better support future licensing and deployment scenarios
Enterprise Enrollment
Server and Cloud Enrollment (SCE)
For device OS and end user productivity
For on-premises, cloud and hybrid environments.
(i.e. Windows, Office Pro Plus, O365, CAL suites)
Preferential vehicle for Windows Azure
The Enterprise Enrollment Details
Equip devices and users with on-premises or cloud-based versions of Microsofts
desktop products
Operating
System
Windows
Get attractive volume pricing for
Microsoft core PC and
device products
Applications
Office
Deploy additional products as needed,
then account for any increases once
annually
Server CALs
Core CAL Suite or
Enterprise CAL Suite
Add Cloud services at
your pace and when it suits you
Server & Cloud Enrollment (SCE)
*For qualifying customers with Premier Service that meet minimum order requirements.
How the SCE Works
Core
Infrastructure
Application
Platform
Developer
Platform
Windows
Azure
Products:
CIS SKUs bundled
Windows Server +
System Center
Products:
SQL Server, SharePoint
Server & BizTalk Server*
Products:
Visual Studio Ultimate and
Premium
Products:
All Windows Azure cloud
services
Requirements:
CIS coverage for all
Windows Servers
Requirements:
Full SA coverage
Requirements:
Full SA coverage
Available automatically
Can also be licensed as a
standalone
+ Access to Windows Azure
*BizTalk Server and SharePoint Server can also be enrolled as part of the application platform component
Moving to SCE
EAP customers can renew their installed base
commitments in the SCE
Additionally, customers will now have more
seamless access to Windows Azure, new more
flexible subscription options and a standardized
set of discounts with the Enterprise Agreement
With an installed base commitment to CIS in
SCE, customers have access to our best pricing
and terms, new subscription options and new
Windows Azure benefits
Customers not making installed base
commitments to the Core Infrastructure Suite
can license it through other volume licensing
programs, with no dedicated contract or
minimums
Software Assurance
Start of
agreement
End of
agreement
2 or 3 years depending on agreement
Perpetual
License
without SA
Perpetual
License
with SA
NonPerpetual
License w/ SA
Make additional purchases at same
price level
Make additional purchases at same
price level and use SA benefits
Make additional purchases at same price level
and use SA benefits
Continue to use license for version purchased forever
No option to purchase SA
Start a new agreement to purchase licenses for new
versions
Renew Software Assurance OR
Dont renew SA, continue to use license for version
current at the end of the agreement
Start a new agreement for future purchases
Renew Agreement OR
Buy-out to convert licenses to perpetual OR
Un-install software
Office 365 at a Glance
The Enterprise Agreement & Cloud
The Enterprise Agreement (EA) is the most
cost effective way for large enterprise
customers to purchase and manage licenses.
Access the latest Microsoft technology
Subscription or perpetual options
Cloud Ready Customers can
Transition When it
Makes Sense
License software and cloud
services all in one agreement
Streamlined
Agreement
Structure
Simplifies administration and
management
Move Between OnPremises and Cloud
Responsive to changes in
business requirements or
expectations
Flexibility to Add or
Adjust Products and
Services
Match workloads of different
types of users when needed
Optimized for
the User
User-centric licensing
The Enterprise Agreement and Office 365
The Microsoft Enterprise Agreement
provides flexibility to meet the current and future needs of companies to move
users online, at their own pace, with licensing options for each worker type
through a single agreement.
New!
Office 365 Add-ons
A simple, low-cost way for customers to add Office 365 services at any time, while
maintaining their current Enterprise Agreement and Software Assurance benefits.
Transitions
Option that provides a way for customers to transition to Office 365 services.
Transitions provide the optimal long-term licensing option for customers
committed to Office 365 services.
Simple Licensing for Office 365
A simple, low-cost way for customers to add Office 365
services at any time, while maintaining their current
Enterprise Agreement and Software Assurance benefits
Easy
Great Price
Flexible
The underlying EA
does not change.
Pricing recognizes
existing investment in
Office and CAL Suites.
Add Office 365 at any
time, for any number of
users, to any workload.
SA benefits are
retained, including
rights to new versions.
Preserves EA discounts
for
on-premises and
volume discounts for
online services.
Open Agreement and Office 365
Microsoft Volume Licensing customers can now add cloudbased Office 365 to Open License, Open Value, and Open
Value Subscription agreements.
Discounted price of Office 365 is available for Organization
Wide commitment customers in Open Value and Open
Value Subscription, called Office 365 Open Value Offer.
Microsoft Payment Solutions
Microsoft Payment Solutions helps customers expand their IT purchasing power and improve
cash flow with an easy, flexible and affordable payment plan aligned to their budget
Defer making any payments for up to
six months when there is an
immediate need but budget isnt
available till the next fiscal year
Manage payment timing &
Close budget gaps
Pay less in the near term and then
increases payments in later periods
when more funds are available
Manage cash flow strategically
Spread the annual SCE expense
including any true-ups over the rest
of the contract term with equal,
predictable payments
Align payment with use
Microsoft Payment Solutions is available in United States, Canada, United Kingdom, Germany, Spain, Belgium, France, Italy, Switzerland, The Netherlands, Australia, New Zealand, Japan and Brazil
For informational purposes only. This does not constitute an offer of credit by Microsoft or any affiliate of Microsoft. To receive financing, a customer must be credit-approved by the applicable third-party financing
provider. The payment solutions documentation sets forth the terms and conditions on which financing is offered.
Customer with over 250 PCs
Check
Your
Knowledge
Scenario
A customer with over 250 PCs would
like Software Assurance coverage and
the ability to standardize on the
Microsoft Core Infrastructure Platform
organization-wide.
Which Microsoft Volume Licensing
program best fits this customers
scenario?
Customer with over 250 PCs
Check
Your
Knowledge
Scenario
Solution:
A customer with over 250 PCs would
like Software Assurance coverage and
the ability to standardize on the
Microsoft Core Infrastructure Platform
organization-wide.
The Server & Cloud Enrollment under
the Enterprise Agreement
Which Microsoft Volume Licensing
program best fits this customers
scenario?
Customer Purchasing Perpetual Licenses
Check
Your
Knowledge
Scenario:
A customer with 75 PCs is interested
in Microsoft Volume Licensings
pricing advantage and wants to
purchase perpetual licenses with
Software Assurance while maintaining
the flexibility to purchase licenses as
needed.
Which Microsoft Volume Licensing
program(s) provides the best option
for this customers needs?
Customer Purchasing Perpetual Licenses
Check
Your
Knowledge
Scenario:
A customer with 75 PCs is interested
in Microsoft Volume Licensings
pricing advantage and wants to
purchase perpetual licenses with
Software Assurance while maintaining
the flexibility to purchase licenses as
needed.
Which Microsoft Volume Licensing
program(s) provides the best option
for this customers needs?
Solution:
Open or Open Value
Customer with Affiliates
Check
Your
Knowledge
Scenario:
A customer needs flexibility to acquire
licenses as needed by department
with a non-expiring agreement.
Which Microsoft Volume Licensing
program best fits this customers
scenario?
Customer with Affiliates
Check
Your
Knowledge
Scenario:
Solution:
A customer with 250+ PCs needs
flexibility to acquire licenses as
needed by department with a nonexpiring agreement.
The Select Plus program provides the
purchasing flexibility needed by the
customer and provides a non-expiring
agreement.
Which Microsoft Volume Licensing
program best fits this customers
scenario?
Small Customer Requires Predictable Budgeting
Check
Your
Knowledge
Scenario:
A customer with 35 PCs wants
predictable budgeting year over year
with price protection and the
flexibility to increase or decrease
quantities of licenses to
accommodate fluctuations in their
workforce.
Which Microsoft Volume Licensing
program provides the best option for
this customers needs?
Small Customer Requires Predictable Budgeting
Check
Your
Knowledge
Scenario:
A customer with 35 PCs wants
predictable budgeting year over year
with price protection and the
flexibility to increase or decrease
quantities of licenses to
accommodate fluctuations in their
workforce.
Which Microsoft Volume Licensing
program provides the best option for
this customers needs?
Solution:
Open Value Subscription
Customer to Add Office 365 at a Later Date
Check
Your
Knowledge
Scenario:
A customer with over 250 PCs is
interested in adding Office 365 cloud
services at a later date to
accommodate fluctuations in the
organizations workforce.
Which Microsoft Volume Licensing
program will provide this customer
with the flexibility they need to move
to Office 365 after signing an
agreement?
Customer to Add Office 365 at a Later Date
Check
Your
Knowledge
Scenario:
Solution:
Scenario:
A customer with over 250 PCs is
interested in adding Office 365 cloud
services at a later date to
accommodate fluctuations in the
organizations workforce.
The Enterprise Agreement
Which Microsoft Volume Licensing
program will provide this customer
with the flexibility they need to move
to Office 365 after signing an
agreement?
Customer Standardizing on App Platform
Check
Your
Knowledge
Scenario:
A customer with over 250 PCs is
interested in standardizing
organization-wide on the Microsoft
application platform.
Which Microsoft Volume Licensing
program and licensing vehicle provide
the best pricing and additional
benefits for this customer?
Customer Standardizing on App Platform
Check
Your
Knowledge
Scenario:
A customer with over 250 PCs is
interested in standardizing
organization-wide on the Microsoft
application platform.
Which Microsoft Volume Licensing
program and licensing vehicle provide
the best pricing and additional
benefits for this customer?
Solution:
The Enterprise Agreement and the
Server and Cloud Enrollment.
Next Steps
Take the associated exam for
this course to test your
knowledge
Stay tuned to
Microsoft.com/licensing for
future modules
Thank you
