Subscription Licensing Guide

Transcription

1 Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 1

2 Using This Guide Use this guide to improve your understanding of how Microsoft customers license Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 for Subscription offerings. It does not apply to Microsoft Dynamics AX, Microsoft Dynamics SL, or prior versions of Microsoft Dynamics GP and Microsoft Dynamics NAV. This guide is not intended to influence the choice of Microsoft Dynamics products and services. The examples presented in this guide are illustrative. Microsoft Corporation reserves the right to review and/or update the existing version of this document without any advance notice. For help determining the right technology solution for any given organization, including the license requirements for a specific product or scenario, consult with your Microsoft Dynamics Certified Partner or your Microsoft account team. This guide does not supersede or replace any of the legal documentation covering use rights for Microsoft products. Specific product license terms are detailed in the Software License Terms (SLT) document, which are available at License Keys vs. License Entitlements An important distinction to make is between license keys (activation keys) and license entitlements. License keys are used to activate the Microsoft Dynamics software that the customer has licensed. License entitlements are what customers are entitled to run and use based on the licenses they have acquired as described in the SLT. Contents Overview of the Subscription Licensing... 3 Subscription Licensing Model... 3 Licensing User Access to the Solution Functionality... 3 Available SALs... 4 Access by External Users for Microsoft Dynamics NAV Multiplexing... 6 Components... 7 Subscription Term... 7 Customizing the ERP Solution... 7 Other A La Carte Modules... 8 Enhancement Plan Benefits... 8 Partner Support Policy... 8 Deploying the Solution on the Customer s Premises... 8 Licenses for Additional Software... 8 Partner Eligibility to Sell Subscription Licenses... 9 Additional Resources...10 Appendix A: Limited User Included Tables...11 Appendix B: Microsoft Dynamics NAV 2013 for Subscription Functionality...12 Appendix C: Microsoft Dynamics GP 2013 for Subscription Functionality...14 Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 2

3 Overview of the Subscription Licensing With subscription licensing, customers subscribe to the rights to use Microsoft products and services instead of owning them. This lowers the initial licensing costs and provides the flexibility to increase or decrease subscription license counts from one subscription term to the next. Subscription Licensing Model Under the Subscription Licensing model, Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 are licensed on a per user basis. Each individual accessing the solution requires a unique Subscription Access License (SAL). SALs are non-perpetual (subscription) licenses that can be used during the term of the agreement only. The solution functionality is included with the SALs. Figure 1: Subscription Licensing Model Licensing User Access to the Solution Functionality Each individual user that will access the Microsoft Dynamics ERP solution functionality requires a SAL. SALs are specific to an individual and cannot be shared. Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 3

4 Figure 2: Per User Licensing Note: If a user leaves the organization, the SAL may be permanently reassigned to another user. Available SALs Full SALs and Limited SALs are available for Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2. Full User SALs A Full User is licensed for access to all of the functionality across the ERP Solution. There are two types of SALs for Full Users: Standard User SALs and Extended Use Additive SALs. Standard User SAL is a Base SAL that entitles the licensed user to perform Full User tasks across the ERP Solution using all of the functionality included in the Starter Pack. Extended Use Additive SAL is a license, additive to the Standard SAL, that expands the rights of a licensed Full User to perform tasks using all of the functionality in the Extended Pack. Refer to Appendix B: Microsoft Dynamics NAV 2013 for Subscription Functionality and Appendix C: Microsoft Dynamics GP 2013 for Subscription Functionality and for a list of the included functionality in the Starter Pack and Extended Pack. Limited User SALs A Limited User SAL is a license that allows a user to access the ERP solution directly or indirectly for purposes of performing only the tasks described below. Any access beyond these limitations requires a Full User SAL. Read access to data contained in the ERP solution through any client; or Write access via the time and expense functionality (Microsoft Dynamics GP only) or timesheet functionality (Microsoft Dynamics NAV only); or Write access (Microsoft Dynamics NAV only) through any client accessing the ERP solution via the Microsoft Dynamics NAV API to a maximum of 3 table objects with the following exceptions: o o Limited users are not authorized to write to any of the following tables: General Ledger Entry (table number 17), Permission Set (table number ), Permission (table number ) or Access Control (table number ); and Any table described in Appendix A does not count towards the 3 table objects. Microsoft may update such Appendix A of the Licensing Guide from time to time, at its discretion, to include additional Tables. Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 4

5 Write access (Microsoft Dynamics GP only) through non-microsoft created windows through any client accessing the ERP solution. Choosing the Appropriate SAL Type To choose the appropriate SAL type, determine the functionality the customer requires for the ERP solution. If the customer requires only the functionality included in the Starter Pack, then license Standard User SALs (or a combination of Standard User SALs and Limited User SALs). If the customer also requires the functionality of the Extended Pack, then license Extended Use Additive SALs for all Standard User SALs. Note: If the customer licenses the Extended Use Additive SAL, it must be licensed in the same quantity as Standard User SALs. Figure 3: Choosing the appropriate SAL type Customers do not need SALs for users who access Microsoft Dynamics GP 2013 or Microsoft Dynamics NAV 2013 R2 using the client software only for the sole purpose of providing supplemental professional accounting or bookkeeping services related to the auditing process. Access by External Users for Microsoft Dynamics NAV 2013 External users are customers of the customer licensing Microsoft Dynamics NAV External users are defined in the user table by assigning such users the External User designation. External users do not consume SALs for access. External users are not available to End Users performing business processes on behalf of their customers. Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 5

6 Figure 4: Internal vs. External Users Multiplexing Multiplexing is the use of hardware or software (including manual procedures) to reduce the number of users that directly access the Microsoft Dynamics ERP solution by pooling connections. Multiplexing does not reduce the number of SALs required. Any user that accesses the Microsoft Dynamics ERP solution even when accessing indirectly must be properly licensed. When connecting to Microsoft Dynamics through a pooling resource, users must be licensed with the appropriate SAL types in compliance with the Software License Terms. Note: Licensed users may manually rekey information (when coming from non-licensed users) into the Microsoft Dynamics ERP solution. This scenario is not considered to be multiplexing. Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 6

7 Figure 5: Multiplexing Multiplexing does not reduce the number of SALs required. Components You may only run instances of discrete pieces of functionality (known as components ) on a per processor basis along with your selected SAL. Microsoft may modify the list of components. For those components licensed under the Processor License model you need to only license and report one Processor License per ERP solution, regardless of how many processors are used. For details on the additional components available, please see Subscription Term The subscription term for Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 is one month. That means customers pay for their subscription User Licenses on a monthly basis, and they have the flexibility to change their User License counts from month to month. When adding SALs, the cost of the license will be pro-rated based upon the time remaining in the current month s term. When removing User Licenses, the new User License count will be go into effect at the start of the next month. There is no minimum subscription term, so customers can cancel their subscription at any time without penalty. Customizing the ERP Solution A suite of tools is available to help partners customize the ERP Solution for their customers. For Microsoft Dynamics GP 2013, the Customization Pack that includes the functionalities of the customization suite and the integration suite is available from Microsoft. For Microsoft Dynamics NAV 2013 R2, partners will be able to keep licensing Application Builder and Solution Developer. Microsoft Dynamics NAV partners also retain the ability to license the application objects needed to modify the solution for their customers. Please note that going forward, objects will only be licensed in packs. Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 7

8 Other A La Carte Modules Microsoft offers for licensing on the Microsoft Dynamics Price List some functionalities developed by Independent Software Vendors. Such functionalities show up on the Microsoft Dynamics Price List or in the Order Central catalog as modules available for licensing separately. Enhancement Plan Benefits The Microsoft Dynamics solution is mission-critical to the success of your customers businesses, and the Subscription licensing model includes enhancement plan benefits. Microsoft provides unlimited access to resources and tools to help your End Users better understand how the software works and how to get the most out of their solution for improved business performance. The Enhancement Plan helps customers: Maximize value: Provides the latest upgrades, updates, hotfixes, training, and more, enabling End Users to realize the full potential of their Microsoft Dynamics solution from the moment they make their purchase decision through their full lifecycle as a customer. Protect their investment: Having an up to date solution helps customers maintain legal and regulatory compliance and keep their solution running at its peak performance. Increase business productivity: Self-support tools and training through our online portal, CustomerSource, enables customers employees to troubleshoot issues on their own, enhancing overall productivity. Note: Protected List Price and Transition Investment Credits do not apply when purchasing Subscription Licensing. Partner Support Policy Partners purchasing a Microsoft Dynamics Partner Support Plan will receive 1 or 2 incidents, based on your MPN Gold/Silver status, for every 40 seats sold through Subscription Licensing. Accounts will be updated on a quarterly basis. Deploying the Solution on the Customer s Premises Under the Subscription Licensing model, you may install the software on your customer s premises as long you (the partner) maintain the day to day management and control of the software. Licenses for Additional Software Licenses for additional software that may be required for the solution such as Microsoft Windows Server, Microsoft SQL Server, and Microsoft SharePoint Server and their corresponding Subscriber Access Licenses (SALs) are not included with the Microsoft Dynamics GP 2013 or the Microsoft Dynamics NAV 2013 R2 licenses. Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 8

9 Figure 6: Licenses for Additional Software are not included with Microsoft Dynamics GP or NAV licenses Figure 7: SQL Server Licenses Acquired through EA In this example, five users are accessing the Microsoft Dynamics ERP solution, which is connecting to a SQL Server database. SQL Server is being licensed through a server/cal model, so the customer requires the appropriate SQL Server licenses and CALs. Because SQL Server CALs are also licensed on a Named User (or device) basis, each user (or device) requires a SQL Server CAL along with the Microsoft Dynamics User subscription license. For more information about licensing SQL Server, refer to Licenses for other products required for the solution must be acquired separately in accordance with the applicable licensing requirements for these products. Partner Eligibility to Sell Subscription Licenses To be eligible to sell subscription licenses for Microsoft Dynamics GP or Microsoft Dynamics NAV 2013 R2, you must meet the following criteria: Infrastructure partners can order subscription licenses, but must designate a product certified Value Added Reseller (VAR) as consultant on the customer agreement. Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 9

10 If installing the ERP solution on the customer s premises, the partner must maintain day to day management and control of the software. Additional Resources Microsoft Dynamics Website Learn about what Microsoft Dynamics solutions can do for your organization and how to get started. Software License Terms Get specific product license terms. CustomerSource Microsoft Dynamics CustomerSource is a password-protected site for customers who use Microsoft Dynamics products. Included as a benefit of your service plan, CustomerSource allows you to search a powerful Knowledge Base for Microsoft Dynamics, view online training for Microsoft Dynamics, download updates, and find other timely information and resources virtually 24 hours a day. (Sign-in required.) PartnerSource Get Dynamics-specific information, including detailed ordering instructions, order forms, and more. plusservices.htm Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 10

11 Appendix A: Limited User Included Tables The following tables do not count towards the maximum of three permitted for Limited Users in Microsoft Dynamics NAV Table Table Name Date added Table Table Name Date added 43 Purch. Comment Line Nov 20, Integration Page Oct 1, Sales Comment Line Nov 20, Integration Record Oct 1, User Time Register Oct 1, Attendee Oct 1, Comment Line Oct 1, FA Allocation Dimension Oct 1, No. Series Line Oct 1, Warehouse Activity Header Oct 1, Tracking Specification Nov 20, Registered Whse. Activity Hdr. Oct 1, Reservation Entry Oct 1, Registered Whse. Activity Line Oct 1, Dimension Ledger Entry Oct 1, Inventory Period Nov 20, Journal Line Dimension Oct 1, Whse. Item Tracking Line Oct 1, Document Dimension Oct 1, Employee Jan 1, Production Document Dimension Oct 1, Alternative Address Jan 1, Posted Document Dimension Oct 1, Employee Qualifications Jan 1, G/L Budget Dimension Oct 1, Employee Relative Jan 1, Service Contract Dimension Oct 1, Employee Absence Jan 1, Change Log Entry Oct 1, Misc. Article Information Jan 1, Approval Line Comment Nov 20, Item Budget Dimension Oct 1, Dimension Set Entry Oct 1, Warehouse Journal Batch Nov 20, Dimension Set Tree Node Oct 1, Warehouse Journal Line Nov 20, Time Sheet Detail Oct 1, Warehouse Entry Oct 1, Time Sheet Comment Line Oct 1, Warehouse Register Oct 1, Contact Oct 1, Posted Whse. Receipt Header Oct 1, Contact Alt. Address Oct 1, Posted Whse. Receipt Line Oct 1, Contact Alt. Addr. Date Range Oct 1, Warehouse Shipment Header Oct 1, Contact Business Relation Oct 1, Warehouse Shipment Line Oct 1, Rlshp. Mgt. Comment Line Oct 1, Posted Whse. Shipment Header Oct 1, Attachment Oct 1, Posted Whse. Shipment Line Oct 1, Interaction Log Entry Oct 1, Whse. Put-away Request Oct 1, Campaign Entry Oct 1, Whse. Pick Request Oct 1, Logged Segment Oct 1, Whse. Worksheet Line Nov 20, Segment History Oct 1, Whse. Internal Put-away Header Nov 20, To-do Oct 1, Whse. Internal Put-away Line Nov 20, Document Dimension Archive Oct 1, Bin Oct 1, Sales Header Archive Oct 1, Planning Assignment Apr Sales Line Archive Oct 1, User Default Style Sheet Oct 1, Purchase Header Archive Oct 1, Record Link Oct 1, Purchase Line Archive Oct 1, User Personalization Oct 1, Inter. Log Entry Comment Line Oct 1, User Metadata Oct 1, Purch. Comment Line Archive Oct 1, Page Data Personalization Oct 1, Sales Comment Line Archive Oct 1, Session Event Nov 20, 2012 Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 11

12 Appendix B: Microsoft Dynamics NAV 2013 for Subscription Functionality Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 12

13 Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 13

14 Appendix C: Microsoft Dynamics GP 2013 for Subscription Functionality Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 14

15 2014 Microsoft Corporation. All rights reserved. This document is for informational purposes only. 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 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. Prices for licenses acquired through Microsoft resellers are determined by the reseller Microsoft Dynamics GP 2013 and Microsoft Dynamics NAV 2013 R2 Subscription Licensing Guide April 2014 Partner Edition Page 15