English Mssa Guide

Microsoft Security Software Advisor Program Guide The Microsoft Security Software Advisor program is a benefit of the Microsoft Partner Program and provides Microsoft partners an additional revenue opportunity, in addition to what they can earn through volume licensing transactions and services engagements with customers. This guide relates to Microsoft security products. Microsoft Security Software Products List Microsoft Internet Security and Acceleration Server Microsoft Antigen for Exchange Microsoft Antigen for SMTP Gateway Microsoft Antigen for SharePoint Microsoft Antigen for Instant Messaging Microsoft Antigen Enterprise Manager Microsoft Antigen Messaging Security Suite As a Microsoft Security Software Advisor, you are eligible to apply for fees if you assist customers in their pre-sales software selection and are retained by the customer as the primary post-sales implementation partner for their Microsoft software licenses. You do not need to be the ordering partner to be eligible for these fees. In this guide you will find information on: o Program Guide Overview o Registering to become a Software Advisor o Requirements o Fee Amounts o Claiming Fees and Fee Payments

Overview The Microsoft Security Software Advisor program provides fees to you, as a Microsoft partner, for your assistance to end user customers in assessing their needs and selecting Microsoft security product software. As a Microsoft Security Software Advisor who assists customers in their pre-sales assessment and is retained by the customer as the primary post-sales implementation partner for the deployment of Microsoft security software, you will be eligible to apply for Security Software Advisor fees. Fees are available in consideration for your presales work with each such end user customer’s acquisition of Microsoft licenses and associated Software Assurance. Registration Information To be eligible as a Microsoft Security Software Advisor to receive fees you need to complete the following steps. 1. Read and understand this Microsoft Security Software Advisor program guide. 2. Read and sign the Microsoft Security Software Advisor fee addendum: https://partners.microsoft.com/SecuritySoftwareAdvisor

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Please review the addendum carefully. You will be requested to acknowledge your understanding and agreement to its terms. Then you will be requested to sign and electronically accept it. Once you have accepted your Microsoft Security Software Advisor addendum, we will confirm acceptance of your agreement, by delivering an electronic mail message welcoming you to the Microsoft Security Software Advisor program. We recommend that you print a copy of the addendum for your own records before signing.

Requirements To participate in the Microsoft Security Software Advisor program, you must meet the requirements listed below each time your company claims fees on a software license and/or SA acquisition. These requirements must be met at the time your company claims the fee. There is no grace period to comply with these requirements. You can claim your fees on an order at: https://partner.microsoft.com/40029957. 1. Reaffirm your acceptance of the Microsoft Partner Program agreement. Microsoft Security Software Advisors are required to join the Microsoft Partner Program at the Registered Member level to be eligible for fees. For more details about the Microsoft Partner Program, please visit http://www.microsoft.com/partners. 2. Review and state that you understand and agree to abide by this Microsoft Security Software Advisor program guide and your previously signed Microsoft Software Advisor addendum. 3. Confirm you assisted your end user customer with pre-sales needs assessment and software recommendation services for which you claim a Security Software Advisor fee. 4. Confirm you have been retained as the primary post sales implementation partner for the software licenses on which you are claiming a Security Software Advisor fee. 5. Confirm that you have disclosed information about the Security Software Advisor fee if required to do so. (If the prospective customer is a government entity or you have been retained by your customer to do pre-sales needs assessment consulting, your company must disclose to your end user customer that your company may receive Security Software Advisor fees from Microsoft for the presales services you are providing.) 6. Have completed a Microsoft Security Competency company profile as part of your Microsoft certification or Microsoft software advisor addendum, including identification of a person within your company who will serve as Microsoft’s principal contact for this Security Software Advisor fee program. 7. Meet Microsoft requirements for the solution you plan to claim fees for, at the time you claim your Security Software Advisor fee. These requirements exist to ensure that participating companies demonstrate a defined level of expertise with Microsoft security solutions, and are thus better able to assist customers in achieving a successful Microsoft security solution. At present, Microsoft certification status requirements are that participating companies pass a specified set of Microsoft and or security industry exams, or otherwise demonstrate their expertise as may be required by their particular Microsoft office until such exams are available in your geography. Microsoft reserves the right to change these Microsoft certification requirements after providing commercially reasonable notice. 8. Until further notice, previous Sybari Partners will be invited to be in the Microsoft Security Software Advisor program after they join the Microsoft Partner Program as a Registered Member.

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9. Until further notice, Microsoft Registered Members, Certified or Gold Certified Partners who are toptier partners in another security vendor’s partner program can join the Microsoft Security Software Advisor program. If you have not already done so, make arrangements to receive appropriate Microsoft and industry certification training and complete the Microsoft certification exam requirements. Training classes are available at: https://partner.microsoft.com/40014058

Fee Amounts The calculation of the advisory fees is described in principle in the table below. Actual Security Software Advisor fees will be calculated by Microsoft and are based on a percentage of net sales price to the customer. Security software fee payments vary by solution and may also vary by program, region, or country and will be listed in the appropriate currency.

License Type License Only License & SA SA Step-up * SA Renewal

FPP, Open, Open Value, MYO, OSL 20% 20% 20% 5%

Select Agreements A and B 20% Standalone SKUs 20% Standalone SKUs 20% Standalone SKUs 5% Standalone SKUs

Select Agreements C and D n/ a n/ a n/ a n/ a

EA Agreements n/ a n/ a n/ a n/ a

* SA step-up only available in FPP, Open Value, Select and Enterprise Agreements

FOR A LIMITED TIME: We will provide an additional 10% to your security software advisor fee for new sales of selected ISA and Antigen product SKUs. This offer last until February 1, 2007,

Donations: Any Microsoft software covered by the Security Software Advisor fee program that has been donated by Microsoft will not be eligible for Security Software Advisor fees. Select Levels C & D and Enterprise Agreements For security product licenses and software assurance, deployed for the end customers Select Agreement Level C, Select Agreement Level D and Enterprise Agreements, will not be eligible to apply for Security Software Advisor fees. Multi-year agreements and Security Software Advisor fees If your end user customer enters into a multi-year agreement but pays for the software licenses in full upon delivery of the software, you will receive your Security Software Advisor fee for the full multi-year agreement after you submit your claim.

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If your end user customer chooses to pay using a multi-year payment option within Volume Licensing, you will receive a proportionate amount of your fee each time your end user customer makes a payment. Generally, your end user customer makes an initial payment upon delivery, and two more annual payments. If an end user customer does not fulfill its multi-year payment obligations, we will cancel the end user customer license. If that happens, fees under the cancelled license will not be paid. If we have already paid the fee for a cancelled license, your future Security Software Advisor fees will be reduced by the same amount and you will be obligated to return fees paid to you for payments not made by the end user customer. Volume Licensing Commitment Adjustments and Security Software Advisor fees When an end user customer adds and reports additional licenses and software assurance to its original software acquisition before the end user customer’s Open License Value agreement annual anniversary, it is called a “true-up.” Your end user customer will have immediate use of these additional licenses and/or SA. However, your end user customer will order and register them on the Open License Value agreement annual anniversary. You will be eligible to claim your Security Software Advisor fee for these new licenses and/or SA within 90 days of the software’s registration of these licenses. The additional advisor fees will be paid to you as outlined above. Revocation of Security Software Advisor fees End user customers are authorized to return software under the Microsoft end user license agreement (EULA) and Microsoft volume licensing programs. If you received a Security Software Advisor fee on returned software you are responsible for prompt return of such fees. In addition to any other steps Microsoft may take to collect reimbursement for such fees, your future fees may be used to re-pay the fee. Expiration or Termination of VAR Agreements If you are a Value Added Reseller for Microsoft and a Microsoft Security Software advisor, and you are in default of your VAR agreement, you will not receive Security Software Advisor fees. If you become a Microsoft VAR in good standing within a year from the denied fee claim, Microsoft will pay all of your outstanding Security Software Advisor fees three months back from your VAR agreement activation. Claiming Fees and Fee Payment Conditions for Security Software Advisor Fee Payments Certain pre-conditions have to be met for payments to be made to Microsoft software advisors on any particular order of Microsoft licenses or software assurance. 1. All of the end user customer’s Microsoft software licenses must have been purchased before the Security Software Advisor fee claim. 2. The Security Software Advisor fee claim must be made within 90 days of the software purchase date. The reason for allowing 90 days is to allow you flexibility to defer your claim to the next quarter if needed. 3. If you have a negative Security Software Advisor fee balance (e.g., due to cancellation of a license), you will not receive payment on future fees until the negative balance is paid in full. The negative balance will be paid by crediting all appropriate future fees to the negative balance.

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How to Claim Security Software Advisor Fee Payments on a Particular Order 1. Access the Microsoft Security Software Advisor claims form tool at: https://partner.microsoft.com/40029957. 2. Use the customer’s Authorization or License numbers to search on the security products that you deployed. For Open Value and Select, the Enrollment number is needed. For the Retail version you will need to provide the 25 Product Identification keys. If you are not the reseller managing the software transaction in question, you will need to obtain the above license information from the end-customer. 3. Submit a claim on the product and the appropriate Security Software Advisor fees will be calculated. You will not be eligible for Security Software Advisor fees unless you meet all of the above criteria, or if your own company is the end user customer. You may only receive Security Software Advisor fees for advising your end user customers. Security Software Advisor Fee Payment Process Microsoft Security Software Advisors will be paid within 60 days once the claim has been approved. Security Software Advisor fees may be paid to your company via check or wire transfer. Fee payments will be reported via the Security Software Advisor Web site. Receipt of the Security Software Advisor fee may be taxable. It is your company’s responsibility to pay all necessary VAT and other taxes on fees received. Please consult your tax advisor. No payments will be made until you claim the fee using the claims form tool on: https://partner.microsoft.com/40029957. If more than one software advisor claims the fee for the same transaction, we have the right to confirm the details provided by the software advisors with the end user customer. Only one Security Software Advisor can be the advisor on any particular order of Microsoft licenses or software assurance. Microsoft reserves the right to remove a software advisor’s eligibility to claim future fees in the event of a false claim of eligibility for such fees. If you have questions in relation to fee payments, please email [email protected]

Thank you for participating in the Microsoft® Security Software Advisor program.

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