Licensing Essentials & Basics

Lesson One

Licensing Basics Copyright © 2005 Microsoft Corporation. All rights reserved. Microsoft and other Microsoft products are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Microsoft makes no warranties, express or implied, in this document. This information is provided to help guide your authorized use of products you license; it is not your agreement. Your use of products licensed under your volume license agreement is governed by the terms and conditions of that agreement. In the case of any conflict between this information and your agreement, the terms and conditions of your agreement control.

Lesson One Overview After completing this lesson, you will be able to:  Define a license  Define intellectual property  Identify the steps to building an effective licensing solution  Identify the Volume Licensing programs offered by Microsoft

Microsoft Volume Licensing: Introduction  Software is an intellectual property 

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that requires a license for its usage. A software license is the legal right to install, use, access, display, run, or otherwise interact with a software program. Your rights in using software are controlled by the terms of a software license and these rights are detailed in a license agreement. Customers benefit from License compliance as:  They are protected from incomplete software  They can avail technical services and support

Building Licensing Solutions The three-step process to design, develop, and deliver an effective Volume Licensing solution is:

1.

Know your customer 1.

Develop a solution 1.

Close the deal

Key Customer Characteristics Customer characteristics that determine an appropriate licensing solution include:  Group 

Segment

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Structure

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Size

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Location

Key Channel Partner Segments Orders for Microsoft Open Licenses (including Academic Open) must be placed with the Distributors

Microsoft Distributors Resellers

Licenses for Enterprise Agreement, Select, and Academic Select must be ordered directly from Microsoft

Value Added Resellers (VARs)

Enterprise Software Advisors (ESAs)

Original Equipment Manufacturers (OEMs)

System Builders

Large Account Resellers (LARs)

Independent Software Vendors (ISVs)

Authorized Education Resellers (AERs)

License Types The different license programs offered by Microsoft are:  Full Packaged Product (FPP)  Original Equipment Manufacturers  Volume Licensing  Downloaded Software

License Documentation 

A software license:   



Governs your rights over the software Covers downgrade rights Specifies whether the license is perpetual

The content of license agreements differ between specific licensing programs.

License Documentation (Cont.) 

End User License Agreement – Governs a single software title acquired by an individual and software acquired with the purchase of a computer from an OEM.

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Volume License Product Use Rights – Provides the use rights for a specific license in the Volume Licensing programs.

Check-point Question (1 of 3) Which of the following software license types would accompany a personal laptop computer with preloaded software, purchased from a consumer outlet? D. Certificate of Authenticity and End User Licensing Agreement E. Certificate of Authenticity and Product Use Rights F. Product Use Rights and End User Licensing Agreement G. Product Use Rights

Check-point Question (1 of 3): Solution Which of the following software license types would accompany a personal laptop computer with preloaded software, purchased from a consumer outlet? D. Certificate of Authenticity and End User Licensing Agreement E. Certificate of Authenticity and Product Use Rights F. Product Use Rights and End User Licensing Agreement G. Product Use Rights Option A is correct.

Check-point Question (2 of 3) Which of the following statements is correct? B. When customers acquire software licenses, they receive an EULA that grants them the right to use the software. C. When customers acquire software licenses, they receive ownership of the software. D. When a customer acquires a computer from an OEM with pre-installed software, the customer receives ownership of the software.

Check-point Question (2 of 3) : Solution

Which of the following statements is correct? B. When customers acquire software licenses, they receive an EULA that grants them the right to use the software. C. When customers acquire software licenses, they receive ownership of the software. D. When a customer acquires a computer from an OEM with pre-installed software, the customer receives ownership of the software. Option A is correct.

Check-point Question (3 of 3) Major Widget Industries (MWI) has grown rapidly over the last two years, and are exploring the possibility of standardizing their software. They are interested in Microsoft Office® 2003. Which one of the following options is most likely to be the best licensing program for WMI? A. OEM B. Volume Licensing C. FPP

Check-point Question (3 of 3) : Solution

Major Widget Industries (MWI) has grown rapidly over the last two years, and are exploring the possibility of standardizing their software. They are interested in Microsoft Office® 2003. Which one of the following options is most likely to be the best licensing program for WMI? A. OEM B. Volume Licensing C. FPP Option B is correct.

Lesson Summary   

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What is a license? What is intellectual property? What are the steps required to build an effective licensing solution? What are the Volume Licensing programs offered by Microsoft?

Lesson Two

Volume Licensing Copyright © 2005 Microsoft Corporation. All rights reserved. Microsoft and other Microsoft products are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Microsoft makes no warranties, express or implied, in this document. This information is provided to help guide your authorized use of products you license; it is not your agreement. Your use of products licensed under your volume license agreement is governed by the terms and conditions of that agreement. In the case of any conflict between this information and your agreement, the terms and conditions of your agreement control.

Lesson Two Overview After completing this lesson, you will be able to:  Explain Volume Licensing programs.  Compare and contrast the various Volume Licensing programs offered by Microsoft.  Describe the various Volume Licensing solutions.  Identify appropriate Volume Licensing programs to create

Volume Licensing Programs 

With Volume Licensing programs, customers can: 

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Acquire the licenses they need without the additional media and documentation. Avail of benefits that are not provided by FPP and OEM. Benefit from significant savings.

Volume Licensing programs meet specific needs, such as:  

 

Streamlined licensing acquisition. Cost reduction and improved cash flow. Access to software upgrades.

Microsoft Open Value

Features and Benefits Supplementary benefits that customers receive include the right to: 

Downgrade to any previous version of the software.

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Use other language versions of the software.

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Copy software onto multiple devices.

Features and Benefits: Licensing Options Transactional Programs

Comprehensive Programs

Organizations can buy a license only if they need one

Licensing process is simplified

Organizations can control costs

Minimal administrative overheads required

Require up-front investment

Require periodic consolidated payments

Open License Business and Open License Volume for small and mid-sized organizations

Open Value and Open Value Subscription programs for small and mid-sized organizations

Select License for large organizations

Enterprise Agreement, and Enterprise Subscription Agreement for large organizations

Perpetual and Non-Perpetual Licenses Perpetual Licenses Everlasting Valid if software is used in accordance with the EULA Available when acquiring software from a local computer store

Non-perpetual Licenses Temporary Provide a time-limited right to use a particular product until a specific end-date Available through certain Comprehensive Programs

Points and Pools

1.

2.

3.

Volume Licensing products are grouped into product pools A point value is assigned to the products, based on the size of the order The points are added up to calculate the discount level for that order

Point s

Select LicenseOpen Volume Levels

To calculate the discount level for a customer:

A B C D

1,500 – 11,999 12,000–

500 +

29,999 30,000– 74,999 75,000 +

1500

15000

16,500

The Commercial Portfolio Transactional Programs Perpetual Licenses

Comprehensive Programs Perpetual Licenses Microsoft© Open Value

Non-Perpetual Licenses Microsoft © Open Value Subscription

Microsoft Open License Volume Licensing programs available with the Open License family, include the following:  Open License Business  Open License Volume  Open Value program   

Open Value (plain) Open Value Companywide Open Value Subscription

Licensing for Academic Organizations Eligible Academic Institutions Kindergarten to 12th grade schools Colleges and universities Governmental educational organizations Public research establishments

Academic Licenses Offered Perpetual

Non-Perpetual

Academic Select

Campus Agreement

Academic Open

School Agreement

Product Options Microsoft Open License

Microsoft Select License

Desktop Systems Desktop Applications Server Applications

Microsoft Enterprise Agreement Microsoft Enterprise Subscription Agreement Microsoft School Agreement Microsoft Campus Agreement Microsoft Open Value Subscription Microsoft Open Value

Microsoft Windows XP Professional Upgrade Microsoft Office Professional Core CAL

Enterprise Desktop Platform

Software Assurance 

Software Assurance:  

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Is offered in Volume Licensing Helps customers deploy and use software efficiently Includes software upgrades

Software Assurance is mandatory with:    

Open Value Enterprise Agreement Enterprise Agreement Subscription Open Value Subscription

The Channel Model Distribution Channel Model

Microsoft

Distributor

Reseller

Customer

Microsoft Licensing Fulfillment 

Media kits (CD-ROMs) used to install Microsoft products are separated from the licenses. 

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Media kits are offered in the required quantities.

Microsoft Licensing Fulfillment is the primary means of delivery for media kits that are supplied through authorized distributors at low cost.

Check-point Question (1 of 3) A large mining group in Colorado plans to standardize its 2,000 computers on Microsoft Windows XP Professional and Office Professional. They also need Core CAL. Which Volume Licensing program best fits this organization's requirements? B. Microsoft Campus Agreement C. Enterprise Agreement D. Select License E. Open License

Check-point Question (1 of 3) A large mining group in Colorado plans to standardize its 2,000 computers on Microsoft Windows XP Professional and Office Professional. They also need Core CAL. Which Volume Licensing program best fits this organization's requirements? B. Microsoft Campus Agreement C. Enterprise Agreement D. Select License E. Open License

Option B is correct.

Check-point Question (2 of 3) A New York based insurance group wants the flexibility of enabling its regional offices, with 200 computers each, choose and purchase Microsoft products when required. It is also interested in making an initial purchase of 1,000 Microsoft Office Professional licenses. Which program best fits these requirements? B. Enterprise Agreement C. Enterprise Subscription Agreement D. Open License E. Select License

Check-point Question (2 of 3): Solution A New York based insurance group wants the flexibility of enabling its regional offices, with 200 computers each, choose and purchase Microsoft products when required. It is also interested in making an initial purchase of 1,000 Microsoft Office Professional licenses. Which program best fits these requirements? B. Enterprise Agreement C. Enterprise Subscription Agreement D. Open License E. Select License Option D is correct.

Check-point Question (3 of 3) A medium-sized distributor of diesel engine lubricants in Canada, needs to standardize its computer applications. The organization is concerned about the overhead of managing licenses and staying current with the technology. Which Volume Licensing program would you recommend to this customer? B. Original Equipment Manufacturer C. Open License Volume D. Select License E. Open Value

Check-point Question (3 of 3): Solution A medium-sized distributor of diesel engine lubricants in Canada, needs to standardize its computer applications. The organization is concerned about the overhead of managing licenses and staying current with the technology. Which Volume Licensing program would you recommend to this customer? B. Original Equipment Manufacturer C. Open License Volume D. Select License E. Open Value Option D is correct.

Lesson Summary  

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What is Volume Licensing? Can you differentiate between Transaction Programs and Comprehensive Programs? Can you identify the different Volume Licensing solutions? Can you identify the appropriate Volume Licensing programs that can be used to create specific solutions?

Lesson Three

Product Licensing Copyright © 2005 Microsoft Corporation. All rights reserved. Microsoft and other Microsoft products are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Microsoft makes no warranties, express or implied, in this document. This information is provided to help guide your authorized use of products you license; it is not your agreement. Your use of products licensed under your volume license agreement is governed by the terms and conditions of that agreement. In the case of any conflict between this information and your agreement, the terms and conditions of your agreement control.

Lesson Three Overview After completing this lesson, you will be able to:  Describe the process for licensing:    

Applications Developer tools Servers Online services

Introduction to Product Licensing An organization’s licensing options for software products are affected by the following factors:  The number of servers  The number of client devices  Network accessibility

Licensing Desktop Applications Customers using desktop application software may:  Install and use one copy, any component, and any prior version of the software on a licensed device.  Install one copy of the software on a networked device.  Install another copy of the software on a portable device, to be used exclusively by the primary user of the licensed device.

Licensing Desktop Operating Systems

A customer who has acquired a Desktop OS license may:  Install a maximum of two copies of the software on a single device.  Allow only one user to use the software at a time, with the exception of Device Connections.  Install a prior version in place of the licensed version for either or both copies of the software.  Use the copies on the device on which they were first installed.  Use the software on up to two processors on that device at one time.  Also access and use the software using remote access technologies.

Licensing Developer Tools Licensing on a per developer basis allows developers to: 

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Install and use the application on numerous devices, provided that only the designated developer uses the application. Use the application only for:  Designing  Testing  Demonstration  Development

Server Licensing Microsoft servers can be licensed according to the following five licensing models. Licensing Model

Licenses Required

Servers – Operating Systems

Server license + CAL + optional external connector

Servers – Server/CAL

Server license + CAL + optional external connector

Servers – Management Servers

Server license + device management license

Servers – Per Processor

Per processor license

Servers – Specialty Servers

Server license

Licensing Server Operating Systems and Server/CAL Standard Licensing Terms* Customers:  May install and use one copy of the server software on one server.  May install and use, on any device, any additional software listed in the PUR.  Must acquire a server license for each individual server being used.  Must acquire appropriate number of device or user CALs.  May acquire an External Connector that is linked to the server rather than to the client.

Server/CAL Licensing: Example Client Licenses

Microsoft Windows XP Pro Windows Server 2003 CAL

CAL

Server Licenses Exchange Server Windows Server 2003

External User

The Internet

External User Microsoft Windows XP Pro Windows Server 2003 CAL

Microsoft Windows XP Pro Windows Server 2003 CAL

Windows Server 2003 External Connector License Terminal Licenses Windows Server 2003 CAL Terminal Server CAL Exchange CAL

CAL

Licensing Servers (Per Processor) Standard Licensing Terms*  Separate server software licenses are required for each processor on the server, except processors that cannot access any copy of the operating system on which the server software is run.  Any number of copies of the server software can be installed on the server.  CALs are not required for other devices accessing the server software.  Any additional components that are listed in the PUR document may be installed and used on any device.

Per Processor Licensing: Example Client Licenses

Data Analyzer Windows CAL

Server Licenses 4 SQL Processors Licenses Windows Server 2003

Data Analyzer

The Internet

Data Analyzer Data Analyzer Windows CAL 4 SQL Processor Licenses Terminal Licenses Windows CAL Terminal Server CAL 4 Processors

Data Analyzer Windows CAL

Licensing Microsoft Specialty Servers Standard Licensing Terms* Customers may:  Install and use one copy of the server software on one server.  Install and use, on any device, any additional software listed in the PUR.  Be offered Microsoft Operations Manager (MOM) packs with the server software.

Licensing Online Services

CORE LICENSING MODEL FOR ONLINE SERVICES

Services Subscription License (Services SL)

User Subscription License (User SL)

Add-on Subscription License (Add-on SL)

Licensing Online Services: Example Company A Premises

Microsoft Online Services

Services SL – annual fee for activation & maintenance of basic service User SL – annual fee required for each user Add-on SL – (as needed) Server License

Check-point Question (1 of 2) What is a CAL? B. A CAL is a software product that enables a user to access the services of the server. C. A CAL is a license that gives a user the right to access the services of the server. D. A CAL is a software product license for preferred customers. E. A CAL is a special kind of license used by Original Equipment Manufacturers (OEMs).

Check-point Question (1 of 2): Solution What is a CAL? B. A CAL is a software product that enables a user to access the services of the server. C. A CAL is a license that gives a user the right to access the services of the server. D. A CAL is a software product license for preferred customers. E. A CAL is a special kind of license used by Original Equipment Manufacturers (OEMs). Option B is correct.

Check-point Question (2 of 2) If a customer chooses the per server licensing method, which client and terminal licenses are required for the network configuration depicted here?

?

?

? ?

? ?

Check-point Question (2 of 2): Solution

Lesson Summary 

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Can you describe applications? Can you describe developer tools? Can you describe servers? Can you describe services?

the process for licensing the process for licensing the process for licensing the process for licensing online

Lesson Four

Software Assurance Copyright © 2005 Microsoft Corporation. All rights reserved. Microsoft and other Microsoft products are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Microsoft makes no warranties, express or implied, in this document. This information is provided to help guide your authorized use of products you license; it is not your agreement. Your use of products licensed under your volume license agreement is governed by the terms and conditions of that agreement. In the case of any conflict between this information and your agreement, the terms and conditions of your agreement control.

Lesson Four Overview After completing this lesson, you will be able to: 





Define Software Assurance Describe the benefits of Software Assurance Describe the entities who get Software Assurance benefits, and how they get them

Introduction to Software Assurance Software Assurance is a:  Microsoft Volume Licensing offer that far exceeds the traditional upgrade and support contracts available in the industry.  Manageable and cost-effective way to take advantage of Microsoft product upgrades during the term of the agreement.  Collection of support services, deployment tools, and training resources that provide business value and reduce costs.

Maximize Value And Empower People To Succeed New Version Rights Spread Payments Extended Hotfix Support 2006 Windows Fundamentals for Legacy PCs

 Desktop Deployment Planning Services  Information Work Solution Services  Windows PreInstallation Environment Windows Vista Enterprise Virtual PC Express

 24x7 Problem Resolution Support  TechNet Plus  Cold Back Up for Disaster Recovery  Corporate Error Reporting Note: Enhancements and new benefits are in orange text

 Training – Enhanced for Enterprise Customers in 2006  eLearning  Home Use Program  Employee Purchase Program  Enterprise Source License Program

Your Potential. Our Passion.