This document outlines the licensing agreements and product use rights associated with Microsoft software, including options for small and medium businesses (SMBs) and large enterprises. It covers various licensing structures such as OEM, volume licensing, and enterprise agreements, detailing terms for usage, software assurance, and maintenance. Additionally, it emphasizes the legal aspects of copyright and the proprietary nature of the information provided.

1. Last Update 26.03.2014
Previous Version 26.03.2014
Modifications Online Services
Win Client OS SA Benefits
VS Update Path

2. Copyrights & Warranties
This document contains proprietary information that is protected by copyright.
SoftwareONE reserves all rights thereto.
SoftwareONE shall not be liable for possible errors in this document. Liability for damages directly and
indirectly associated with the supply or use of this document is excluded as far as legally permissible.
The information presented herein is intended exclusively as a guide offered by SoftwareONE. The
publishers product use rights, agreement terms and conditions and other definitions prevail over the
information provided herein. The content must not be copied, reproduced, passed to third parties or used for
any other purposes without written permission of SoftwareONE.
Copyright © 2013 by Software ONE

3. With licensing a software you are NOT the “owner” of the software.
As holder of a software license you are only permitted to USE the software.
How you can USE the software defines the owner of the software (Owner of the Copyright)
The use right of Microsoft software is defined in the …
Volume License Agreement , including:
• PUR (Product Use Rights)
• PL (Product List)
MSLT (Microsoft Software License Terms – former EULA)
“Copyright has two main purposes, namely the protection of the author’s right to obtain
commercial benefit from valuable work, and more recently the protection of the author’s
general right to control how a work is used.”

4. Product Use Rights
• “Agreement” with Microsoft
• Product Use Rights (“Agreement”) documented in the Microsoft Retail Software
License Terms (RSLT)
• Documentation (RSLT) = Online (Download)
• “Agreement” with OEM or System Builder
• Product Use Rights documented in RSLT
• Documentation = usually received from OEM/System Builder as a soft copy on the
hard drive
• “Agreement” with Microsoft
• Use Rights documented in the PURs in combination with the Volume License
Agreement

5. Single License
with Pre-Installation
OEM Office Single Image
Distribution with Pre-Installation on a Computer
License Agreement between OEM and Microsoft
OEM = Original Equipment Manufacturer
Microsoft Partner installs the Single Image with the OPK
Tools (OPK = OEM Pre-Installation Kit)
Customer is purchasing Office PKC (Product Key Card) or
FPP (Full Package Product) for unlocking the Image
Products:
Windows Client OS Full version
Windows Server OS Full version
Products:
Office Home and Student
Office Home and Business
Office Professional
Office Starter

6. Software On Premise
Single LicenseVolume License
Product availability = All Business Products
“Extended” Product Use Rights
Downgrade Right
Remote Access for Client Applications
Roaming Use Right through SA
License Transfer to new machine*
Secondary Use Right (only Applications)**
…
Re-Imaging
Volume Activation
Limited Product availability
Limited Product Use Rights
No Downgrade Right for FPP
Limited Downgrade Right for OS OEM
Only local usage for Applications
No License Transfer
No Secondary Use Right
…
No Re-Imaging with Single License Medias
Single Activation
* Note: No reassignment right for Windows Client OS Upgrade Licenses unless active Software Assurance exits.
** Note: In an EA, secondary Use Right only applicable for “Additional Products” (e.g. Project, Visio).
They are not applicable for “Enterprise Products” (Office Pro Plus)

7. Software On Premise
Single
License
Volume
License
 OEM
 System
Builder
 FPP
 PKC
 Open License
 Open Value
 Open Value
Company-Wide
 Open Value
Subscription
 Select Plus
 Enterprise
Agreement
 EA
 EAS
 ECI
 EAP
SMBEnterprise
Cloud Services
Third Party
Datacenter
Microsoft
Datacenter
 SPLA
(Service Provider
License Agreement)
 Enterprise
Agreement
 EA
 EAS
 MOSA
(Microsoft Online
Subscription
Agreement)

8. Period
Costs
5) Monthly Subscription
Period
Costs
1) Upgrade License
Upgrade
Upgrade
Upgrade
Costs
Period
2) License
License License License
Period
Costs
3) License & Software Assurance
(Perpetual)
Lic & SA
SA
Period
Costs
4) License & Software Assurance
(Subscription)
Lic & SA Lic & SA
Monthly Subscription Monthly Subscription
Notes:
1) Only Windows Client OS
2) Some products are only available with SA
3) Some products are only available as Monthly Subscription

9. Microsoft Volume licensing
Licensing for SMB
Open License
Open Value
Open Value Company-Wide
Open Value Subscription

10. Small and
Mid-sized
Organizations
Less than 250 Clients
Transactional Purchasing
• “Pay-as-you-go”. Order when needed
• SoftwareAssurance Optional (only for Open License)
• 2 year contract term for Open License
• 3 year contract term for Open Value
Licensing Options for SMB: Open Programs
Open License
Standardizing
• Commit to standardize all desktops with Microsoft
Enterprise Products (Office, Win OS, CAL Suites)
• SoftwareAssurance Included
• 3 year contract term
Open Value
Subscription
Large
Organizations
More than 250 Clients
Transactional Purchasing Standardizing
Select Plus EnterpriseAgreement (Perpetual/Subscription)
Open Value (Perpetual Use Right)
Open Value
(Non-Organization-Wide)
Open Value
Organization-Wide

11. Open Programs: Different geographic territories!
Open License Open Value
Subscription
Open Value (Perpetual Use Right)
Open Value
(Non-Organization-Wide)
Open Value
Organization-Wide
The “Open Programs” allow customers to share
price levels with their legal affiliates throughout a
geographic territory.
• A ‘Multi-Territory-Agreement’ is not allowed
• An Open Agreement signed in North America is
NOT valid in an European country
A ‘Multi-Territory-Agreement’ is not allowed
Examples of Territories:
• North America
• Latin America
• EU/EFTA
• Non-EU Central and Eastern European countries
• Middle Eastern and Africa
• Asia Pacific
• Japan
• Greater China
• India
Details to the different territories you can find here:
http://www.microsoft.com/licensing/licensing-
options/open-regional.aspx

12. Open Programs: Overview/Comparison
Open License Open Value
Subscription
Open Value
Organization-Wide
Open Value
(Non Organization-Wide)
SoftwareAssurance Optional SoftwareAssurance Included
24 Months Term 36 Months Contract Term
Order as needed (No Standardization) Standardization on all Qualified Devices for Enterprise Products
Minimum Initial Purchase: 5 Licenses
Order any combination out of the three product pools:
Systems,Applications, Servers
Minimum Initial Purchase:All Qualified Devices, Minimum 5.
Standardize at least one of the “Enterprise Products” and add “Additional Products”
as needed
Enterprise Products: Windows OS Upgrade, Office Pro Plus, CAL Suite (Win EBS
CAL, Core CAL, ECAL)
Perpetual Use Right Subscription (Rent)
Platform Discount available (Win OS Upgrade + Office Pro Plus + CALSuite)
Up-to-Date Discount available
Upfront Payment Upfront orAnnual Payment Annual Payment

13. Open Models (OL, OV & OVS) – True - Up/Down
True – Up and True –Down: OVS option enables you to
”true up” (add licenses) or “true down” (reduce the
number of licenses) annually with your year-end report of
qualified desktop PCs and adjust payments up or down
accordingly
Open License and Open Value Open Value Subscription
Only True – Up: With OL and OV Organization-Wide
(perpetual) option, you can adjust your desktop PC
product license count to true-up which means you can
add licenses during the agreement term as required, but
you cannot true-down

14. Software Assurance Runtime and Costs: Open License
Additional Order Year 2:
1 x L+SA: Windows Server
Additional Order Year 1:
1 x L+SA: Project Standard
Initial Order: min 5 Licenses
3 x L+SA: Office Pro Plus
2 x L+SA: Visio Standard
Year 1 Year 2
Order
Purchase the Software befor installing
and using it
Software Assurance Runtime
Regardless at what time you are going to
purchase the SA, the runtime is always until the
end of the agreement
Software Assurance Cost
Independent of the purchase time, you always
pay the full SA Amount (=2 Years)
Payment
Upfront Payment is the only option available
under Opne License

15. Software Assurance Runtime and Costs: Open Value
Organization-Wide and Non-Organization-Wide Offering
Additional Order Year 1:
1 x L+SA: Visio Standard
Initial Order: min 5 Licenses
5 x L+SA: Office Pro Plus
Order
Add software products at any time and pay for
them during the month of installation
Year 1 Year 3Year 2
Additional Order Year 2:
1 x L+SA: Project Standard
Additional Order Year 3:
1 x L+SA: Office Pro Plus
Software Assurance Runtime
Regardless at what time you are going to
purchase the SA, the runtime is always until the
end of the agreement
Software Assurance Cost
Depending on which year of the agreement you
are going to purchase, the SA costs gets
calculated prorated. For example, if you add
licenses in second year of your agreement, you
pay for second and third year (=2 Years SA)
When you add SA between anniversaries you
pay for the full year.
Payment
Choose between Upfront Payment and Spread
Payment.

16. Subscription Runtime and Costs – Open Value Subscription
Organization-Wide licensed products
Year 1 Year 3Year 2
Initial Order: 50 x L+SA Office Pro Plus
Includs all qualfied devices, minimum 5
Year-end report Yr1 = Order Year 2:
56 L+SA Office Pro Plus
Year-end report Yr2 = Order Year 3:
42 x L+SA Office Pro Plus
Order
Count your desktop PCs once in a year and
place your annual purchase order for the
currenct number of qualified devices for the
next 12 months.
Add Organization-Wide licensed products you
have selected on new qualified devices during
the year with no additional cost that year.
You can ‘true up’ (add licenses) or ‘true down’
(reduce the number of licenses) annually
with your year-end report.
Subscription Cost
Pay only what you need based on the number
of licenses you are going to order with the year-
end report. Your total licensing costs can
decline in years when your desktop PC count
declines.
Payment
Subscription payments are due in three annual
payments

17. Price Levels Open License – Commercial Customers
Two price levels are available in Open License programs
for commercial customers.
Entry-Level: At least five licenses to qualify
Price Discount with 500 points or more:
Offering for organizations that purchase 500 points or more in a single product pool
in their initial order.
Product Pools
Applications: Office, Visio, Project, Visual Studio
Systems: Windows Pro Upgrade
Servers: Windows Server, Exchange, Server CALs
Please see the MS Product List for the complete list.
Example of points
Office Pro Plus: 1 License = 2 Points
Windows Pro Upgrade: 1 License = 2 Points
Windows Standard Server: 1 License = 15 Points
Please see the MS Product List for the complete list.

18. Microsoft Licensing
Volume Licensing Programs
Enterprise Agreement

19. Agreements
Microsoft Business and Services Agreement (MBSA)
License Agreement (e.g. EA, Select Plus)
License Enrollment (e.g. EA, ECI, EAP)
Product List
Current product offerings
Country exceptions
Transition/Migration availability
SLAs
Product Use Rights
Universal License Terms
General License Terms
Product-Specific License Terms

20. Level 4
Level 3
Level 2
Level 1
Level 5
MBSA
Enterprise
Agreement
Select Plus
Agreement
EAS
Enterprise
Subscription
Enrollment
ECI
(Subscription)
Enrollment for
Core
Infrastructure
EA
Enterprise
Enrollment
ECI
(Perpetual)
Enrollment for
Core
Infrastructure
Select
Plus
Select Plus
Registration
Product List
(PL)
Product Use Rights
(PUR)
EAP
Enrollment for
Application
Platform
SCE
(Perpetua or Subscription Optionl)
Server & Cloud Enrollment
New Enrollment Type
Note: Starting with 1 Nov 2013, SCE will replace ECI and EAP Enrollment

21. Level 1 –Microsoft Business and Service Agreement (MBSA)
• Master Policy
• No specific runtime
Level 2 – License Agreement
• Definition of Processes, General License Terms
• No specific runtime
Level 3 – Enrollment/Registration
• Order
• EA = 36 Month Runtime
• Select Plus Registration = Unlimited in time
Level 4 – Product List
• Product-specific terms (i.e. Transition, offerings, exceptions)
Level 5 – Product Use Rights
• Universal, General and Additional License Terms split into different license
models (product groups)

22. Comparison: Enterprise Agreement and Select Plus
Enrollment for Core
Infrastructure
(ECI)
Enrollment for
Application Platform
(EAP)
Enterprise Enrollment
(EA,EAS)
Select Plus Registration
Standardization for all
qualified Devices/Users
on …
Standardization for all existing
and new licenses
of …
Core Infrastructure Server
(CIS) Suites
Purchasing business products
as needed
Enterprise Products and/or
Enterprise Online Services
SQL Server, BizTalk Server,
Visual Studio,
SharePoint Server
(existing out of Windows
Server and System Center)
3 Product Pools:
Systems,Applications,
Servers
Minimum of
250 qualified Devices/Users
Minimum Requirements
depending on the Product
Minimum of
25 Licenses
Minimum of
500 Points per Pool and Year
SA optional
No agreement runtime
SoftwareAssurance mandatory
36 Months runtime per enrollment
EAP and ECI
were replaced
by
SCE
Server & Cloud Enrollment

23. EA Enrollments Overview – Starting Nov 2013
all EA Enrollments are including Software Assurance
Enterprise Enrollment Server & Cloud Enrollment
Enterprise Products & Enterprise Online Services
Additional Products
e.g. Project, Visio, Windows Srv, Exchange, SharePoint, SQL, VS, ...
• Office Suite
• Windows Ent Upgr / VDA
• Core CAL / ECAL Suite
• Office 365 E1,E3,E4
• Windows Intune
and/or
Core Infrastructure
CIS Suite
(Windows Srv + System Ctr)
Developer Platform
Vistual Studio Ultimate and
Premium
Application Platform
SQL Server
Windows Azure
All Windows Azure Cloud
Services

24. Qualified Device
Any device that is used by or for the benefit of
Enrolled Affiliate’s Enterprise:
(1) a personal desktop computer, portable computer, workstation, or
similar device capable of running an instance of Windows
Professional locally (in a physical or virtual operating system
environment) or
(2) a device used to access a virtual desktop infrastructure (“VDI”).
Definition of Qualifying Devices as it appears in the Microsoft Enterprise Enrollment, October 2012.
(Refer to your licensing agreement for the specific definition.)

25. Qualified Device - Exclusions
Qualified Devices do not include any device
that is:
(1) designated as a server and not used as a personal computer,
(2) an Industry Device
(3) not managed (as defined in the Product List at the start of the
applicable initial or renewal term of the Enrollment) as part of
Enrolled Affiliate’s Enterprise.
Definition of Qualifying Devices as it appears in the Microsoft Enterprise Enrollment, October 2012.
(Refer to your licensing agreement for the specific definition.)

26. Price Level in Enterprise Enrollment
Number of Licenses Price Level
250 – 2399 A
2400 – 5999 B
6000 – 14999 C
15000 and more D
Product Price Level is based on
Enterprise Products
Enterprise Online Services
Highest quantity out of the four price
groups
Additional
Products
Application Pool Quantity price group 1
Server
Pool
Based on the higher quantity price
group 2 or 3
System
Pool
Quantity price group 4
Price
Group
Products
1
Office Pro Plus
Office Pro Plus for O365
Office 365 (E2-E4)
2
CALs
Office 365 (E1-E4)
3
CALs
Windows Intune
Windows Intune Addo-On
4
Windows OS Upgrade
Windows VDA
Windows Intune

27. Enrollment Type – EA with Perpetual Use Right
Enterprise Agreement with Perpetual Use Right
 Installment Purchasing
3 Years Software Assurance
1Yr SA 1Yr SA 1Yr SA
License & 3 Years Software Assurance
1/3 License
+
1Yr SA
1/3 License
+
1Yr SA
1/3 License
+
1Yr SA
Year 1 Year 2 Year 3 Year 1 Year 2 Year 3
Start Renewal Renewal
 Runtime of the Enrollment = 36 months
 Initial Order = Lic&SA or SA
 Payments = three annual payments
 For renewing the SA, the customer can close a new EA
Enrollment
 The costs for the SA Renewal are split again into three
annual payments.
Added at Signing

28. License & 3 Years Software Assurance
Enrollment Type – EA with Perpetual Use Right
Enterprise Agreement with Perpetual Use Right
 True Up for additional requirements after Signing
3 Years Software Assurance
1Yr SA
Year 3Year 1 Year 2 Year 3 Year 1 Year 2
Start Renewal Renewal
1/3 License
+
1Yr SA
1/3 License
+
1Yr SA
1/3 License
+
1Yr SA$ $ $ 1Yr SA 1Yr SA 1Yr SA
$ $ $
1/1 License + 2.5 Yr SA
$
1/1 License + 1.5 Yr SA
$
1/1 License
+
0.5 Yr SA $
1Yr SA 1Yr SA 1Yr SA
$ $ $
1Yr SA 1Yr SA 1Yr SA
$ $ $
1Yr SA 1Yr SA 1Yr SA$ $ $
True Up Year 1
True Up Year 2
True Up Year 3
Added at Signing
You may keep the quantity at the same level or
increase as needed…but you may not decrease.

29. Enrollment Type – EAS with Use Right Limited in Time
Enterprise Agreement with Use Right Limited in Time
 Subscription with Annual Order and Payment
License & Software Assurance
Lic / SA Lic / SA Lic / SA
License & Years Software Assurance
Lic / SA Lic / SA Lic / SA
Year 1 Year 2 Year 3 Year 1 Year 2 Year 3
Start
 Runtime of the Enrollment = 36 months
 Order/Payment = annual Lic/SA
 After three years you can close a new Enrollment with
annual orders and payments of Lic/SA
 Or you use the Buy-out Option
 Or you deinstall the software
Annual
Order/Payment
Start
You may increase or decrease the quantity on
an annual basis as needed = Subscription

30. „Additional Products“
• Integration Optional, As Needed
All Other Products: E.G. Server, Visio, Project …
„Enterprise Products“
Standardization
Enrollment For Desktop Platform
= Standardization
• Integration Of Minimum One „Enterprise Product“
• Licensed On All Qualified Desktops
Professional Plus 2013
Standardization
Installment
PurchaseSubscription
Enterprise
Agreement

31. Core CAL vs Enterprise CAL Suite
Infrastructure Collaboration Management Security
Windows Rights Mgmt. Server CAL
SharePoint Enterprise CAL
Exchange Enterprise CAL
Lync Enterprise CAL SC Service Manager CML
SC Operation Manager CML
SC Data Protection Manager CML
Exchange Online Archiving
SharePoint Standard CAL
Exchange Standard CAL
Lync Standard CAL
SC Configuration Manager CML SC Endpoint ProtectionWindows Server CAL

32. Windows 8.1 Volume License – Starting March 2014
With Windows 7 MUI and BitLocker was part of the Enterprise Edition
Windows 8.1 Professional
Domain JoinGroup Policy
Multilanguage
User Interface
Bit Locker
Bit Locker ToGo
Windows 8.1 Enterprise
All Windows
Professional
Features
VDI
Enhancements
Branch Cache
App Locker
Direct Access
other SA Benefits
(Support, Training)
Local Virtualization
(4 Instances)
Virtual Desktop
Access (VDA)
Windows to Go
Win Enterprise
Sideloading
Roaming Use
Right
Windows RT
Companion VDA
Windows Thin PC
Extended Use Rights
Desktop Optimization Pack
(MDOP)
Windows Companion
Subscription License
(CSL)Windows Enterprise is new a Volume
License available as Upgrade License
with and without Software Assurance.
Windows Professional is available as
Upgrade License only without Software
Assuance

33. Windows 8.1 Enterprise Software Assurance
Improved end-
user experience
Windows Virtual
Desktop Access
(VDA)
Run Windows 8
more securely on
a USB stick from
anywhere
Windows To Go
Access Windows
8 running in the
datacentre (VDI)
or Windows To
Go from non-
corporate devices
(= qualified third
party device )
Roaming
Use Right
Access a
corporate desktop
through a VDI
from a corporate-
owned
companion
Windows RT
device with no
additional
Windows license
required.
Windows RT
Companion VDA
The process of
installing
Windows 8 Apps
directly to a
device without
going through the
Windows Store
Enterprise
Sideloading of
Windows 8 Apps
Windows Thin PC
is a small footprint
version of
Windows 8 that
enables
organizations to
repurpose
existing PCs as
thin clients,.
Windows Thin
PC
Run the Windows
software in up to
four local virtual
machines.
Extended Local
Virtualization
Rights

34. Yesterday’s Enrollment Landscape
Enterprise Products
• Windows
• Office
• CAL Suites
• SQL Server
• Developer Tools
• Sharepoint Server
• BitzTalk Server
CIS Suite
• Windows Server
• System Center
Windows Azure
Additional Products
Server, Visio, Project, VS
Yesterday’s Landscape: Different Enrollments with ...
o different terms
o different pricing
o different requirements
o different strategies

35. The new (today’s) EA Enrollment Landscape
Enterprise Products
• Windows
• Office
• CAL Suites
• CIS (Win Svr&SysCtr)
• SQL Server
• Developer Tools
• Windows Azure
• SharePoint Server
• BizTalk Server
Windows Azure
Additional Products
Server, Visio, Project, VS

36. SCE – Available Components
Core Infrastructure
CIS Suite
Windows Srv + Sys Center
Developer Platform
Vistual Studio Ultimate and
Premium
Application Platform
SQL Server
(+ Biz Talk / SharePoint)
Windows Azure
All Windows Azure Cloud
Services
Standardization
To enroll in an SCE, you must make an enterprise-wide commitment to one or more of the available
components.

37. SCE – Minimum Requirements
• CIS Datacenter
• CIS Standard
• CIS Datacenter without Win Server
• CIS Datacenter without System
Centre
• CIS Standard without Win Server
• CIS Standard without System
Centre
• Visual Studio Ultimate
• Visual Studio Premium
• Visual Studio Test Professional
• Visual Studio Team Foundation
Server CAL
• MSDN Platforms
• Visual Studio Deployment Standard
• Visual Studio Deployment
Datacentre
• SQL Server CAL
• SQL Server Enterprise Per Core
• SQL Server BI Server
• SQL Server Standard Per Core
• SQL Server Standard Server
• SQL Server Parallel Data Warehouse
Per Core
• BizTalk Server Enterprise Per Core
• BizTalk Server Standard Per Core
• BizTalk Server Branch Per Core
• SharePoint Server
• All Windows Azure Cloud Services
• Visual Studio Premium
Core
Infrastructure
Applicaiton
Platform
Developer
Platform
Windows
Azure
CIS coverage for all Windows
Server
Full SA coverage Full SA coverage Available automatically if one
of the otther is included
Minimum Order Requirements
50 processors via 25 licenses (each
license covers up to 2 physical
processors) or more of one or a
combination of Core Infrastructure
Server Suites Standard or
Datacentre
SQL Server: 50 SQL Server per
Core or 5 SQL Server per Server
with 250 CALs
SQL Server PDW: 32 Cores
BizTalk: 24 Cores of any edition
SharePoint Server: 5 Servers
20 Licenses of any combination of
Visual Studio Ultimate and Visual
Studio Premium
or can be licensed standalone

38. SCE – Benefits
Discount
• 15% Discount for new L&SA purchases
• 5% Discount on SA renewal
• Lowest Windows Azure pricing
Perpetual and
Subscription option
Available as Perpetual and Subscription Option
System Center –
Windows Azure
Management of Windows Azure resources
with System Center is included for CIS
commitments
Support
Unlimited Problem Resolution Support for
qualifying customers

39. SCE – Windows Azure in SCE
Windows Azure can be licensed two ways through SCE:
1) Available Automatically
Commit to any of the other pools and you are
automatically provisioned for Windows Azure.
2) Windows Azure «Only»
Commit to Windows Azure Only without any of
the other components.
Core Infrastructure
Developer Platform
Application Platform
Windows Azure
Commit to
Core, App
and/or Dev
and ...
start using Azure
without commitment
Core Infrastructure
Developer Platform
Application Platform
Windows Azure
Purchase Windows Azure
only through SCE
...
without a commitment to
any of the other 3 SCE
components

40. SCE – Additional Products
Core Infrastructure
CIS Suite
Windows Srv + Sys Center
Developer Platform
Vistual Studio Ultimate and
Premium
Application Platform
SQL Server
(+ Biz Talk / SharePoint)
Windows Azure
All Windows Azure Cloud
Services
In addition to the SCE Components, all products on the EA
Additional Products list can be added to SCE except for
products available in SCE components.
Additional Products
SCE Components

41. Select Plus Basics
One organization-wide agreement
Agreement never expires
For centralized and decentralized purchasing
Purchasing on an as-needed basis (No Standardization)
Software Assurance Optional

42. Select Plus – Agreement Structure
 Affiliate Registration is not required
Affiliates without their own registration can license through an Affiliate with
an existing registration
 Price Level
established per lead affiliate and available
to all additional affiliates as well.
 Select Plus Agreement never
expires

43. Select Plus –Price Level
Product Pool Product Example Point per License
Systems Windows 8 Pro Upgrade Lic 2
Applications Office Pro Plus 2013 Lic 2
Servers Windows Server Std 2012 Lic
Windows Server CAL Lic
15
1
 Price Level
Price Level is based on product points.
You earn points by acquiring products.
 Product Pool
Select Plus categorizes software
products into three product pools.
Price Level A B C D
Annual Points
Per Pool
500 4,000 10,000 25,000
Pool
Systems Applications Servers
 Example

44. Select Plus – 3 Options to Qualify
When you associate your Select Plus
Agreement with a qualifying EA/EAS
Agreement, you are not required to meet an
annual minimum purchase quantity under
Select Plus. You receive the corresponding
price level of your EA/EAS.
If you have an existing VL agreement (e.g.
Select, Open) and have acquired 500 points
or more over the past 12 months, the price
level for each pool is determined based on the
points form the previous 12 months.
You may start a Select Plus Agreement by
meeting the minimum purchase
requirements during your first year. For
each pool, you must meet a minimum of 500
points to continue purchasing in that pool in
the following year.
 Qualify with an active EA/EAS Agreement
Associate your Select Plus Agreement with a qualifying EA/EAS
Agreement.
 Qualify with a Select License or other VL Agreement
500 points or more over the past 12 months
 Qualify with a minimum purchase of 500 Points
Minimum purchase requirements during your first year.

45. Select Plus Price Level: Re-leveling/Compliance Check
25,000 Level D
10,000 Level C
4,000 Level B
500 Level A
Year 1
Order 1: 300 Points
Order 2: 350 Points
Compliance Check: 650 Points
Minimum purchase requirements
during first year
= Total 500 Points
300 350
Year 2
Order 1: 100 Points
Compliance Check: 250 Points
Minimum purchase requirements
achieved
= same level for next 12 months
100 Pool on Hold
Year 3
Pool on Hold
Order 1: 500 Points
Minimum purchase requirements
not achieved
= Re-leveling or Pool on Hold

46. Select Plus Price Level: Re-leveling/Compliance Check
25,000 Level D
10,000 Level C
4,000 Level B
500 Level A
Year 1
Compliance Check Level C
Order 1: 100 Points
Order 2: 200 Points
Compliance Check: 300 Points
Minimum purchase requirements
not achieved
= Re-leveling: 1 Level Down
100
Year 2
Order 1: 8,000 Pts
Order 2: 2,000 Pts
Re-leveling: Level C
Compliance Check: Level C
Re-leveling immediately for
Order 2 because of achievement
of 10,000 Points with this order.
8,000
Year 3
No Order
Compliance Check: 0 Points
Minimum purchase requirements
not achieved
= Re-leveling: 1 Level Down
200 2,000

47. Select Plus – Runtime Software Assurance
Yr1 Yr2 Yr3 Yr4 Yr5 Yr6 yr7
Order 1: License + 36 Months SA 36 Months – SA Renewal
Order 2: License + 35 Months SA 36 Months – SA Renewal
Order 3: License + 25 Months SA 36 Months – SA Renewal
Order 5: License + 36 Months SA 36 Months – SA Renewal
Order 6: License + 30 Months SA 36 Months – SA Renewal
Runtime Initial Order: License & Software Assurance (Lic/SA)
25 - 36 Months => 24 Months + n Months to the next anniversary date of the agreement
Runtime Renewal Order: Software Assurance Renewal (SA)
always 36 Months
SA

48. Option 1st Payment 2nd Payment 3rd Payment
Payment by Ordering 1/1 Lic + 30 Months SA - -
Split Payment by Anniversary Date of Agreement 1/3 Lic + 6 Months SA 1/3 Lic + 12 Months SA 1/3 Lic + 12 Months SA
Split Payment by Anniversary Date of Order 1/3 Lic + 12 Months SA 1/3 Lic + 12 Months SA 1/3 Lic + 6 Months SA
Select Plus – Method of Payments (with SA)
J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J
Yr1 Yr2 Yr3 Yr4
Anniversary of agreement = 01 January Anniversary of order = 01 July
SA Renewal
30 Months – Lic&SA
1st payment 2nd payment 3rd payment SA Renewal
1st payment 2nd payment 3rd payment SA Renewal

49. Current Microsoft Volume Licensing Landscape
Select Plus
EA
EAS
SCE
OL
OV
OVS
EnterpriseAgreement
Enterprise
Enrollment
(EA, EAS) Select
Plus
Server & Cloud
Enrollment
(SCE)
MOSA
Open
Program
OL
OV
OVS
MOSA
Online
Subscription
Agreement
Volume Licensing Programs
 Different Product Availability
 Different Product Suites
 Different Terms
 Different Access Level
(organization size and type) ...
Agreement Structure
 Complicated Structrue
 Different Documents and Levels

50. Next Generation Volume Licensing (NGVL)
Addressing
Issues

51. Transformation to NGVL - Desired Results
Improved
Agreement Structure
Simple Processes
for Purchasing
New
Systems and Tools

52. Agreement Centric to Customer Centric Licensing
EnterpriseAgreement
Enterprise
Enrollment
(EA, EAS) Select
Plus
Server & Cloud
Enrollment
(SCE)
OL
OV
OVS
MOSA
Current
Volume Licensing Structure
Next Generation Volume
Licensing
Separate Volume Licensing Programs based on
organization size and type
Single Volume Licensing agreement for all
organizations regardless of size or type

53. Microsoft Product and Services Agreement (MPSA)
Single Volume Licensing agreement for all organizations regardless of size or type
Committed Offers
 Non-expiring Master Agreement
Online Services and on-premises software (L only)
available, Software Assurance get introduzed later
 Introduction of Purchasing Accounts to
represent the entire organization and all entity types
easier asset management and better overall pricing
 Flexible Purchasing with committed offers
designed to match workload and technology
solutions

54. Purchasing Accounts
Committed Offer
Agreement
Administrator
Committed
Offer
Committed
Offer
Transactional purchasing points pooled across
account of same type to maximize buying power
Registered buying entities that can be structured based on Customer organizational needs.
 Purchasing Accounts can be a
Department, Affiliate or Parent
 One Account get established as the
Agreement Administrator
 Multi-national purchasing is supported*
 All account types associated to one MPSA
Accounts can be of different types:
Commercial, Academic or Government°
*accross active NGVL countries (consider NGVL rollout/roadmap)
°Academic, Government and SMB available in a future release

55. NGVL Transition Roadmap
EA
Select Plus
Open
Pilot
(completed)
Next
(now)
Future
MPSA
(NGVL)
Pilot Release:
USA, Canada, UK, Germany
On Premise SW*, O365
* License only
Next Release:
Geographically Extension
Product Offering Extension
Future Releases:
Further Geograpically Extension
Software Assurance Availability
Commited Offers introduction
Geograpically Extension
Product Offering Extension
Geograpically Extension
Software Assurance
Commited Offers
Schedule and capabiliteis timing subject to change. (Feb 2014)
Pilot Countries

56. Comparing Volume Licensing
Feature Current Licensing* Next Generation of Licensing
Agreement size
37 pages
23 MBSA (foundational terms)
7 Select Plus Agreement
7 Online Services Agreement (Online Service Purchases)
8 pages
MPSA (foundational terms and Online Service Purchases)
Transactional Online Services
Purchasing
Not available with Select Plus
Available with Microsoft Enterprise Agreement and Open programs
only or with separate Microsoft Online services Agreement
Transactional purchasing through Partners and customer
self-provisining
Multiple account types
Not supported, individual agreements required that are not
associated
All account types will be supported under same MPSA
(Commercial only in first launch)
Agreement Administration Managed by Lead Affiliate Managed by Agreement Administrator
Partners Only one “Partner of record” supported per affiliate registration
Multiple partners supported on Purchasing Accounts for
transactional purchases
Signature requirement One per agreement (s)
Single signing event for all purchase types (upon
availability)
Customer buying entity
Identified with each agreement. Select Plus affiliate not associated
with other programs or account types
Identified once via the Purchase Account and used for all
purchase types (upon availability)
Price level adjustment
Established per lead affiliate
Automatic price level adjustments within Select plus
Established at MPSA level for like account types
Automatic price level adjustments within MPSA
Discount
Only on-premises software purchases count toward volume
discount
Combine on-premises software and Online Services
purchases to get the best volume discount
* Select Plus agreement with MBSA, standard contract size, specific terms and conditions can be added.

57. New Systems and Tools
Common Data Model
«New tools for, customers, partners, and Microsoft to create a positive, self-service experience»
 Simpler asset management
 One site for all licensing inquiries
 User-friendly, consistent interface

58. Online Services Offerings
• Exchange
• SharePoint
• Lync
• Office Pro Plus
• Yammer Enterprise
• Win Azure Active Directory Rights
Management
• Project
• Visio
• System Center Configuration
• System Center Endpoint Protection
• Windows Enterprise*
• Compute
• Data Management
• Networking
Office 365 is a set of Microsoft hosted
messaging and collaboration solutions,
available as a suite or as individual
components.
Windows Intune offers centralized,
streamlined management across PCs,
tablets, smartphones, embedded
devices, and virtual machines.
The Windows Azure public cloud
platform is a Microsoft platform for
creating cloud applications, online
services, and websites.
* Only available as direct offering form Microsoft (MOSP)
Available Services Available Services Available Services

59. Office 365 Service Offerings
Online Subscription Services
 Email
 Share calendars
 Create and edit documents online
 Instant messaging
 Web conferencing
 Public website
 Internal team sites
 Office WebApp
 Office 365 Pro Plus (Office Professional Plus)
 Enterprise Socal Network
 Rights Management
 Project Portfolio Management
 Project Professional
 Visio Professional
Note: This list is subject to change
Windows Azure Active Directory
Rights Management

60. Office 365 – Single Services
Exchange Online - Available Single SKUs
Kiosk 2GB email, calendar, Exchange ActiveSync (EAS) and POP
Plan 1 25 GB email and calendar, personal archive, eDiscovery, AV/AS, team mailboxes
Plan 2 Unlimited storage, voicemail, advanced archiving, data loss prevention, encryption
Online Protection Protection from spam, viruses, phishing and policy violations
Online Archiving Legal hold and compliance
SharePoint Online - Available Single SKUs
Plan 1 Collaboration with sites, drag and drop, team mailboxes, basic search, apps
Plan 2
Forms, Data visualization, Access/Excel/Visio Services, eDiscovery, Compliance,
PowerView, Enterprise search, external sharing
Storage Additional 1GB of storage

61. Office 365 – Single Services
Lync Online - Available Single SKUs
Plan 1 Presence, instant messaging, and peer-to-peer voice and video, Skype federation
Plan 2
Lync Meetings, Skype federation, Desktop and whiteboard sharing, meetings control,
Lync Multi-party video, Lync mobile clients, Lync web apps
Plan 3* PSTN access
Office - Available Single SKUs
Office 365 ProPlus Office subscription, PC or Mac, roaming, mobile rights
*Customers purchasing from countries other than the U.S. and U.K. receive Lync Online Plan 2 instead of Lync Online Plan 3
Yammer - Available Single SKUs
Yammer Enterprise
Basic social networking, collaboration, yammer mobile, apps, Admin tools, Support and
services

62. Comparison: Office 365 Enterprise and Midsize Business (1/2)
Office 365
Midsize
Business
Office 365
E1
Office 365
E3
Office 365
E4
Exchange
Online
Plan 1: Email (25 GB per user), sharing calendars
and contacts    
Plan 2: Email archiving with unlimited messaging
storage, hosted voice mail with
auto attendants
 
SharePoint
Online
Plan 1: Intranet site for the team,
Web site hosted    
Plan 2: Excel und Visio Services, InfoPath Forms  
Lync
Online
Plan 1: IM, PC-to-PC calls, video conferencing    
Plan 2: scheduling or conducting a web conference    
Plan 3: voice calls over the PSTN
(only available in U.S. and UK) 
Office Web
Apps
External users who were invited to the Share-by-mail
feature to site collections do not require User SLs    
Office 365
ProPlus
Up to 5 concurrent activations for local or remote use   

63. Transition On Premise to Online Services (1/2)
“Transition” means the conversion of a License with Software
Assurance to a subscription license.
On Premise Online Services
License Type: L&SAor SA License Type: Monthly Subscription
Office Professional Plus
(Licensed per Device)
Core CAL / Enterprise CAL Suite
(Licensed per Device or per User)
Windows Client OS
(Licensed per Device
Office 365 (Licensed per User)
Windows Intune (Licensed per User)

64. Transition On Premise to Online Services (2/2)
On Premise Online Services
License Type: L&SAor SA License Type: Monthly Subscription
Office Professional Plus
Windows Client OS
Office 365
Windows Intune
Core CAL / Enterprise CAL Suite
Office Pro Plus = No special requirements for Transition.
When Transitioning from a CAL Suite to O365 and/or Intune a
CAL Suite Bridge may be required.

65. Windows Intune
Windows Intune software and services is a unified device management solution that combines both
cloud and on-premises capabilities to fit your PC and mobile device management needs.
Components
An online service that allows
to protect and manage up to
5 devices per User
Subscription License
Windows Intune service
It is possible to deploy
almost all updates and
industry applications through
a Web-based console
System Center Configuration
Manager (SCCM)
Provides protection against
malware and viruses
System Center
Endpoint Protection (SCEP)
SCCM and SCEP from Windows Intune can be
used as an online service or on premises or as
a combination of both management options
Correspond Windows
Enterprise and requires
Windows Professional,
Windows Business,
Windows Ultimate, or
Enterprise as a qualifying
Windows operating system.
Software Assurance
for Windows*
* only available under MOSP (Direct)

66. Windows Azure Services Overview
Compute
Virtual Machines
Cloud Services
Web Sites
Mobile Services
Data Services
Storage
HDInsight
Cache
SQLDatabase
Backup
Hyper-V Recovery Manager
Network
Virtual Network
Traffic Manager
Data Transfers
Support
Build, deploy and manage applications across a global network of Microsoft-managed datacenters.
Windows Azure Services Overview and Descriptions: http://www.windowsazure.com/en-us/services/
Services Overview per 06.12.2013
App Services
Media Services
Notification Hubs
Services Bus
BizTalk Services
Multi-FactorAuthentication
Active Directory
Scheduler
Visual Studio Online

67. Windows Azure get charged based on the use of
each individual service.
Measuring Methods:
Each service has its own uniqe meter with a unique charge structure:
Hours, Gigabytes, Users, Volume of Content, Instances, and ...
How to purchase Windows Azure? (1/2)

68. Software Assurance Benefits
Entitlement Summary
Benefit
Open License
Open Value
Open Value CW
Select
Select Plus
EA / EAS
Select with SAM
Software Assurance Optional Included Optional IncludedNewProducts
New Product Versions YES YES YES YES
Step-Up Licensing Availability YES YES YES
MDOP Availability YES YES YES
Windows 7 Enterprise YES YES YES YES
Deployment
Planning Services YES YES
License Mobility YES YES YES YES
Windows VDA YES YES YES YES
Windows Thin PCs YES YES YES YES
Office Roaming Use Right YES YES YES YES
TechNet Benefits LIMITED YES YES YES
Office Multi-Language Pack YES YES YES YES
Training
Training Vouchers YES YES
E-Learning YES YES YES YES
Home Use Program YES YES YES YES
Sup-
port
24x7 Problem Resolution Support YES YES YES YES
Extended Hotfix Support YES YES YES YES
Specialized
Cold Backups for Disaster Recovery YES YES YES YES
Enterprise Source Licensing Program YES
Spread Payments YES YES YES

69. www.softwareone.com