Software Asset Management

1. Software Asset Management Microsoft Licensing: The Best Option for You

2. Which one is best for your organization? There are several licensing options available from Microsoft.

3. Ways to buy a license • Full Packaged Product (FPP) • Purchased from retailers • Typically 1 box = 1 license • OEM • Preinstalled on a new computer • Software “lives and dies” on that machine • Online Services • Technology that is “hosted” • rather than “on-premises” • Volume Licensing Agreements • Purchased from resellers • Variety of different agreements to suit all kinds of organizations

4. Why a Volume Licensing Agreement? Pricing Advantages A range of offerings Additional use rights Software Assurance

5. Benefitting from Standardization Standardize IT and help reduce management and support costs, while providing additional pricing advantages beyond your typical volume pricing levels with:

6. Volume Licensing Programs Fewer than 250 Devices More than 250 Devices or Users Open License SAoptional Select Plus SAoptional Open Value Perpetual SAincluded Enterprise Agreement SAincluded Open ValueCompany Wide SAincluded Non-Perpetual Open ValueSubscription Enterprise Agreement Subscription Options SAincluded SAincluded

7. Volume Licensing Programs Medium and Large Organizations Microsoft Business & Services Agreement Select Plus Agreement Enterprise Agreement Program Level Enterprise Enrollment** Lead Affiliate PurchasingLevel Affiliate Enrollment for Application Platform Affiliate Enrollment for Core Infrastructure** * As of July 2011, new Select agreements were no longer available to the Microsoft channel and customers ** Subscription option available Note: Open Value and Open License options are also available and are designed for organizations with fewer than 250 devices

8. Software Assurance and Volume Licensing Software Assurance helps customers with their changing IT, deployment, and support needs with 24x7 support, deployment planning services, end-user and technical training, and the latest Microsoft software releases, along with unique technologies and extended use rights to enable more flexible deployment, device and user options.

9. Software Assurance Benefits Overview Plan Deploy Use PLAN DEPLOY USE

10. Perpetual vs. Non-Perpetual Licenses Perpetual licenses Non-perpetual licenses

11. Open License For organizations that want to pay-as-they-go. Customers pay for licenses as they need them, and get maximum flexibility to grow with their organization’s increasing and changing business needs. Any 5 licenses to begin agreement Software Assurance optional 2 year agreement Upfront payment

12. Open Value Optimal for organizations that want to standardize their IT infrastructure, customize their platform, and utilize Software Assurance benefits. Customers can upgrade at any time—no need to track versions or open new agreements. 5 Licenses to qualify Perpetual licenses Software Assurance included 3 Year Agreement Upfront or spread annual payments Company-wide option (5 desktops to qualify)

13. Open Value Subscription Optimal for organizations that want to standardize their IT infrastructure, customize their platform, and utilize Software Assurance. Customers can upgrade at any time—no need to track versions or open new agreements. Non-perpetual licenses allow use of software as long as subscription is maintained. 5 Desktops to qualify Non-perpetual licenses Software Assurance included Flexibility to adjust volume Spread annual payments Organization-wide standardization

14. Select Plus Offers automatic price savings based on purchase volume across the organization, flexibility to acquire licenses as needed by department with a non-expiring agreement, and centralized license management. Single, organization-wide agreement offers the same pricing level for all departments and affiliates. 250+ desktops Perpetual licenses Aggregates orders for automatic Volume Pricing Software Assurance is an option Non-Expiring Terms

15. Enterprise Agreement The most cost effective, flexible and manageable volume licensing program. Choose among on-premises software and cloud services to best suit users’ needs and help optimize technology spend for changing business priorities. Includes comprehensive Software Assurance benefits to boost productivity and spread payments for predictable budgeting. Best overall pricing based on organization size Software Assurance is included Flexibility to transition to cloud services at your own pace Enrollment options deliver solution-focused technology suites at attractive prices Perpetual Licenses ; Non-Perpetual Subscription program options available 3 year agreement with Annual Payments and Reconciliation (True-up) Process

16. Integrating cloud services within the EA EA: Licensing flexibility for the cloud EA Fundamentals: No changes for on-premises Integrating Cloud Services

17. EA and Select Plus Comparison EA Select Plus

18. What are Enrollments? Enrollments help organizations license solution-focused technology suites of Microsoft’s most popular application and infrastructure products. They can be a very cost-effective way to purchase software and solutions to address key organizational objectives, like building a secure and well managed data center or helping your IT staff build, manage and maintain line-of-business applications.

19. Enterprise Enrollment Standardize on the familiar Microsoft tools you use regularly and enjoy additional pricing advantages while reducing user management and support costs. Enterprise CAL Suite Core CAL Suite Deploy additional products as needed, then account for any increases once annually. Transition from on-premises licenses to comparable cloud services when it suits you. Get attractive volume pricing for Microsoft core PC and device products. Subscription option available

20. Enterprise Enrollment – “Enterprise Products” Office Server CALs Windows OS Windows 7 Enterprise Direct Access BitLocker & BitLocker to Go BranchCache Enterprise Search AppLocker Multi-lingual Interface VDI Enhancements Subsystem for UNIX-based Apps Office Professional Plus 2010 Word Excel PowerPoint Outlook with Business Contact Management OneNote Word Web App Excel Web App PowerPoint Web App OneNote Web App Publisher Access InfoPath SharePoint Workspace Lync Enterprise CAL Suite Exchange Server Enterprise SharePoint Server Enterprise Lync Server Enterprise System Center Client Management Suite Forefront Protection Suite and Forefront Unified Access Gateway Windows Server Active Directory Rights Management Enterprise Products On-Premises Windows w/MDOP Application Virtualization MS Enterprise Desktop Virtualization Advanced Group Policy Management Diagnostic & Recovery Toolset BitLocker Administration and Monitoring Asset Inventory Management Core CAL Suite Exchange Server Standard SharePoint Server Standard Lync Server Standard System Center Configuration Manager Forefront Endpoint Protection Windows Server Standard Office 365 E1,E2 and E3 Plans* Office Professional Plus Subscription Exchange Online Windows VDA SharePoint Online Lync Online Enterprise Online Services Windows Intune * Note a combination of Enterprise Products and Enterprise Online Services may be used to meet the Enterprise-wide purchase requirements. See the Microsoft Product List for the most accurate listing of Enterprise Products and Enterprise Online Services.

21. CAL Suites Enterprise CAL Suite Foundation for I.T. Foundation for Business Unified Communications Collaboration Enterprise Content Management Enterprise Search Business Intelligence Desktop and Device Management Access Management Incident and Change Management Data Protection and Recovery Security

22. Enterprise CAL Suite - Core Capabilities SharePoint • Business Intelligence: Access the right information to put strategy in action and enable accountability • Enterprise Search: Find, explore, and connect to information and people. • Business Communities: Collaborate in groups, share knowledge and ideas, connect with colleagues, and find information and experts naturally. Unified Communications • Archiving: Lower costs of implementing archiving policy with built-in functionality. Improve legal discovery with multi-mailbox search. • Information Protection: Automatically safeguard sensitive email with Rights Management Services. • Unified Conferencing: Enhanced audio, video and web conferencing experience for simple collaboration Forefront • Secure Collaboration: More secure access to collaboration tools. • Secure Messaging: Improved email anti-virus and anti-spam in the cloud or on premise System Center • Data Protection: Backup data on XP, Vista, and Windows7 clients. • Incident, Problem, and Change Management: Reduce support costs and increase Helpdesk responsiveness

23. Core CAL Suite Core CAL delivers essential capabilities with Lync and Forefront products Email, Calendar, Address Book Manage Software, Updates, Assets Email, Calendar, Address Book Manage Software, Updates, Assets Collaboration, Content Management Server OS, AD, Authentication Collaboration, Content Management Server OS and Infrastructure Antivirus And Antimalware Protection IM/Presence, PC-to-PC Voice & Video

24. Core CAL Customer Benefits Improved Value for Customers with Software Assurance Essential Capabilities for Users Simplifies Cloud Transition Active Software Assurance automatically provides rights to new capabilities at no extra cost until renewal. Customers with active SA never pay for Lync Std. CAL License. Flexibly combine on-premises CAL Suites with Office 365 and Windows Intune. Lync “lights up” Exchange, SharePoint, and the Office client with IM and Presence. Forefront Endpoint Protection (FEP) delivers antivirus protection and device management from a single console.

25. Cloud Services available through Volume Licensing

26. Choosing the Right Licensing Program for Cloud ServicesThe Enterprise Agreement is recommended for organizations with 250 or more devices or users Microsoft Enterprise Agreement (EA) Microsoft Online Subscription Program (MOSP) • Standard, non-negotiable monthly subscription price with monthly payments via credit card or invoice • Purchase transaction completed online • Phone and online support (varies by selected service plan) • Suitable for 5 or more users • Subscription term length varies depending upon cloud services chosen • Best overall pricing & on-premises license discounts • Sales and support through Microsoft and partner 1:1 team and systems • Single company-wide agreement for cloud services, on-premises, enrollments and additional products • Integrated invoicing • Requires 250 or more users or devices • 3 year agreement

27. EA and EA Subscription: Comparing the Two OptionsThe Enterprise Agreement has two options with different benefits Microsoft Enterprise Agreement (EA) Microsoft Enterprise Subscription Agreement (EAS) • Licenses are purchased and owned. • Increase license quantities for changes in workforce. Reconcile once yearly. • Single company-wide commitment determines minimum license requirements and SA payments over life of EA. • Lower costs when in renewal situation after 3 or more years, and only paying for SA on existing Licenses. • Full benefits of Software Assurance. • Licenses are subscription. • Increase or decrease subscription quantities for fluctuations in workforce. Reconcile once yearly. • Software usage and rights end when subscription ends. • Buy-out option to acquire licenses at end of EA term. • Lower initial costs over first 3 years compared to a net-new EA. • Full benefits of Software Assurance.

28. Keeping Licensing Current Get the latest software versions by purchasing new licenses when you need them. Get access to new software versions as soon as they are released with no additional licensing cost. Get access to the latest software as part of your online services subscription. Through Software Assurance Buying Ad hoc Via Online Services

29. Programs for all customer types             * Open Charity offered in certain countries only ** Open Value Government not in all countries

30. Volume Licensing Resources for Customers Produced every month to provide the most current information about Microsoft software and Online Services licensed through Microsoft Volume Licensing programs. Microsoft Product List: www.microsoft.com/licensinghas licensing terms, conditions, and supplemental information relevant to using products licensed through Microsoft Volume Licensing programs, where you can find the following: Microsoft Product Use Rights: Produced quarterly and provides information about the use rights for products currently offered under Microsoft Volume Licensing programs. Offers additional information, such as government qualifiers, qualified educational user definitions, language options, and currency tables. Volume Licensing Support Documents: Summarizes technical limitations included in some of our products, such as how many processors can use a specific server product at one time. Microsoft Technical Limitations: Worldwide Contact Information: Helps customers get answers to product licensing questions. In addition, new topics are added regularly, and each document is available for download. You can find the licensing briefs at http://www.microsoft.com/licensing/about-licensing/volume-licensing-briefs.aspx.

31. To find out more:www.microsoft.com/samwww.microsoft.com/licensing © 2012 Microsoft Corporation.