Microsoft in Education: Building The Connected Learning Community Jessie Friesen jessicaf@microsoft Microsoft Corporatio

1. Microsoft in Education:Building The ConnectedLearning CommunityJessie Friesenjessicaf@microsoft.comMicrosoft Corporation

2. Agenda • Introductions • Microsoft Licensing Logic and Overview • The Language of Licensing • Discussion of Licensing • Discussion of Licensing Programs • Discussion of how ASU is using the Microsoft licensing programs • Campus Agreement at ASU • Home Use Options • Academic Alliance program for curriculum use • Q & A

3. “The single most important use of information technology is to improve education.” Bill Gates, Chairman and Chief Software Architect, Microsoft

4. Microsoft’s Role • Software platforms • Technology innovations • Tools and resources • Partnerships • Investments in Education • Pricing • Programs • Research • www.microsoft.com/education/

5. Web Services Online Learning Technologies Teacher Tools Computers that See, Listen and Learn Home-to-School Portals The Connected Learning Community Higher Ed Schools Home Community

6. Microsoft’s Vision For Education • The Connected Learning Community: Learning Without Limits • Students, educators, and parents have anytime,any place access to learning • Learning is relevant, individualized, personalized • Schools have information systems that support accountability & efficient management • Schools, campuses, homes, businesses and community resources are connected in a dynamic, collaborative learning environment • New devices, powerful software, and a global explosion in web services combine to enable lifelong learning anytime, any place.

7. Software License Software Licensing Basics • Software is intellectual property, like a book or music CD • Software license = right to use the software

8. Software License Purchasing Options • Original Equipment Manufacturer (OEM) • Pre-installed software (i.e. Windows OS) • Individuals and institutions purchasing new computers • Full Packaged Product (FPP) • Boxed, retail software • Individual end-users • Academic Edition available for some MS products • Academic Volume Licensing • Discount purchasing for education institutions • Institution needing 5+ licenses

9. License Overview • Replaces multiple Licensing SKUs • Standard License, Version Upgrade, Competitive Upgrade, Product Upgrade, Language Upgrade, and ‘get current’ portion of Upgrade Advantage • Provides rights to current version • No pre-requisite to purchase • One-time purchase LUP VUP L CUP Std PUP UA Licensing offerings have been simplified

10. Communities on CampusTwo Populations • Internal to the organization • Faculty/Staff • Labs • Student Employees • Employees • External to the organization • Student Owned Machines • Alumni • Community Members • Employee Personal Computers

11. When Licensing Microsoft Technology… • Consider WHO is using the software • Consider WHAT software is being used • With these two answers, you can apply licensing concepts

12. Operating System and Application Licensing Concepts • One to one ratio – one installation equals one license • No idea of concurrency • Examples – Office, Project, Visio, Windows XP OS

13. Server Licensing BasicsThree elements to consider with any server • Server Software • Client Access License (CAL) • Faculty and Staff • Labs – Institution Owned Assets • Student Owned Machines • External Connector • Student Owned Machines • Community Members • Alumni

14. License theTechnology Stack Example 1 Exchange Server, Exchange CAL and/or Exchange External Connector Example 2 SQL Server, SQL CAL and/or SQL External Connector Windows Server, Windows Server CAL and/or Windows External Connector Sharepoint PortalServer, Sharepoint CAL and/or Sharepoint External Connector Exchange Server, Exchange CAL and/or Exchange External Connector Windows Server, Windows Server CAL and/or Windows Server External Connector

15. More Examples

16. Any Non Institution Owned Asset Alumni Windows 95 Desktop Client Access License External Client Access License Student Owned Machines Client Access License Windows XP Desktop Server Client Access License Client Access License Internal Client Access License Linux Desktop Client Access License Client Access License Apple Mac Desktop Unix Desktop

17. Versions • Versions of the Server and the CAL must be the same or greater • Examples • Windows 2003 Server requires Windows 2003 CAL’s (remember one CAL can access multiple Servers…) • Exchange 2003 Server requires Exchange 2003 CAL’s • Moving from Exchange 5.5 to Exchange 2003? Need Server, CAL and possibly the External Connector for Exchange 2003.

18. Server Licensing • .

19. Comparison of External Connector model and CAL licensing • 1 User CAL = 1 Faculty/Staff accessing all copies of server software (e.g., Microsoft Exchange®) from unlimited number of devices • 1 Device CAL = Unlimited number of Faculty/ Staff accessing all copies of server software from 1 device • 1 External Connector = Unlimited number of students/student owned machines, community members, alumni etc. accessing 1 copy of server software

20. External Connector: Definitions and Examples “Employees – Faculty and Staff as well as Lab Machines You need an External Connector in this instance Student owned machines, Community Members, Alumni Definition: Examples: • A person that performs work for the company as an employee or in any other capacity such as an independent contractor, agent, vendor or service provider • Employees • Vendors • Faculty • Staff • Any person other than a person that performs work for the company as an employee, independent contractor, agent, vendor, service provider – e.g., a business partner or customer • Business partners • Consultants • Customers • Alumni • Student Owned machines

21. Core CAL Just a convenient way to license 4 CAL’s Includes Client Access Licenses for: • Windows Server • Exchange Server • Systems Management Server • SharePoint Portal Server

22. Common Questions • Does the Windows XP Desktop come with a CAL for Windows Server? No. You need to account for this independently of the Desktop OS • Does Outlook come with a CAL for Exchange? No. You need a CAL for each device/user/mailbox – including Outlook Web Access, POP, IMAP, etc • Do I need a CAL for my Mac to access a Windows Server? Yes, you would need a Windows Server CAL • Do I need an OEM Operating System under the Select Agreement or the Campus Agreement? Yes, both programs require an OEM Operating System and what is available under Campus Agreement and Select are Operating System“upgrades” only • Do you offer any “concurrent” mode of licensing? No, we do not, for any application or server

23. Academic Licensing Programs • Three programs for higher ed institutions • Subscription licensing • Non-perpetual licenses • Campus Agreement • Transactional licensing • Perpetual licenses • Academic Open or Academic Select

24. The Great Divide

25. Academic Licensing ProgramsAcademic Select Overview • Perpetual licenses • Extensive product selection • Signed agreement • 3 Year Term • Ability to include Software Assurance • Comes with a Library of Media

26. Academic Licensing ProgramsSoftware Assurance • Available with Open and Select purchases • Provides upgrades/updates through term • Initially must be purchased with License • License & Software Assurance Package (L&SA) • Available separately only for renewed coverage • Pricing: • 29% of L price per year for desktop products • 25% of L price per year for server products • Best if you wish to upgrade your desktops in within 3½ years or servers in 4 years • Campus & School Agreement offer same benefits

27. Select Program Review • Perpetual License, Like a Book • Options are • License or License and Software Assurance options • Student Select Program • For Students Personal Use, on their machines

28. Academic Licensing ProgramsStudent Select Overview • Purchase great products for students at Academic Select pricing • Office 2003 Professional Edition • Office 2003 Standard Edition • Office v. X for Mac Standard Edition • Windows XP Professional Upgrade • Perpetual license • Higher education students only

29. Campus Agreement • “Site License” Subscription for a specific set of products • Includes new software via Software Assurance • Yearly subscription – like a magazine subscription • Based on Full Time Equivalent (FTE) not PC’s

30. Campus Agreement Subscription

31. Software Assurance (SA) Overview • Provides upgrades and updates through enrollment term • Replaces the “stay current” portion of Upgrade Advantage • Initial SA purchase MUST be purchased with License • License & Software Assurance Package (L&SA) • SA available separately only for renewed coverage

32. Software Assurance Pricing • Applications • Software Assurance = 29% of the license cost per year • Systems • Software Assurance = 29% of the license cost per year • Servers • Software Assurance = 25% of the license cost per year

33. Software Assurance Membership Support Resources and Tools • TechNet Online Concierge Chat • TechNet Plus • Microsoft Windows Preinstallation Environment (WinPE) • Corporate Error Reporting • Extended Lifecycle Hot-Fix Support Training • Desktop eLearning • Server eLearning

34. Academic Select SAM Campus/School Agreement Academic Open Academic Select eLearning • Training for faculty/staff on Microsoft software • Receive self-paced instructional modules that can be conveniently accessed at their own PC, even offline • Get faculty/staff up to speed quickly on new products and update skills with latest knowledge • Desktop various Office applications and versions, Windows, and more… • Server courses on Windows Server, Exchange, SQL, ISA, and more…

35. Academic Select SAM Campus/School Agreement Academic Open Academic Select Sample eLearning Courses Desktop: • Advanced Training for Outlook 2002 • Advanced Training for Word 2002  • Deploying Office XP  • Core Training for FrontPage 2002 • Core Training for PowerPoint 2002 • Core Training for Word 2002 • Core Training for Office XP • What's New: Office 2000 to Office XP • Core Training for Word 2000 • Deploying Windows XP Professional • Implementing and Supporting Windows® XP Professional • Core Training for Windows XP Professional • What's New: Windows 2000 Professional to Windows XP Professional • More... Server: • Implementing and Managing Exchange 2000 • Administering a SQL Server 2000 Database • Programming a SQL Server 2000 Database • Windows 2000 Network and Operating System Essentials • Implementing Windows 2000 Professional and Server • Implementing a Windows 2000 Network Infrastructure • Implementing and Administering Windows 2000 Directory Services • Deploying and Managing ISA Server 2000 • More…

36. End of the three year agreement 3 year Academic Select License agreement Start of year 2 Start of year 3 Acquire the License & Software Assurance Package (L&SA) for any product any time during the term Receive upgrades for the remainder of the term of the Academic Select License agreement by renewing SA each year How Software Assurance Works Time Clock coincides with Agreement dates NOT purchase dates!

37. Price Proration Purchase in year 3 L + 1 year SA Purchase in year 2 L + 2 years SA Purchase in year 1 L + 3 years SA 3 years SA 2 years SA 1 year SA 3 years SA 1 year SA 2 years SA Pay for remaining years of SA, including current year Coverage always ends at end of enrollment term

38. Start of the agreement End of the agreement 3 Year Select agreement term L&SA acquisitions End of year 1 End of year 2 1/3 the price of L&SA due at end of year 2 1/3 the price of L&SA due at acquisition 1/3 the price of L&SA due at end of year 1 Acquisitions in Year 1

39. Acquisitions in Year 2 Start of the agreement End of the agreement 3 Year Select agreement term End of year 1 End of year 2 L&SA acquisitions 1/2 the adjusted price of L&SA due at end of year 2 When acquired in the second year, SA is adjusted to 2/3 the full price 1/2 the adjusted price of L&SA due at acquisition

40. Pricing Example: Servers Price of Server License: $400 Annual price of Server SA (25% of L): $100 Purchase Year: Buy in Year 1: Buy in Year 2: Buy in Year 3: L+3 years SA $400+(3*$100) =$700 L+2 years SA $400+(2*$100) = $600 L+1 year SA $400+(1*$100) =$500 Price for demonstration purposes only. Not intended to reflect actual prices.

41. L&SA Payment Amortization Purchase in year 1 L + 3 years SA Payment 1: Added to Enrollment Payment 2: Anniversary Payment 3: Anniversary Amortize price equally over remaining term Pay at install, and at each remaining anniversary Purchases of ‘L only’ are paid in full when added

42. MSDN Academic Alliance • Program Goal to make access to Microsoft technology for curriculum uses • Limited to Computer Science and Engineering, MIS Departments • Appropriate uses of the software – Instructional only • Subscription by Department

43. Microsoft’s Commitment • Help schools build and support a modern learninginfrastructure • Ensure educators and students have anytime, any place access to learning • Support the seamless integration of technology into the curriculum