Fritzi Mulkey Rochelle Eichner Sean Daily

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1 Fritzi Mulkey Rochelle Eichner Sean Daily

2 What is a License? Ways to Buy A License Volume Licensing Program Options Product Licensing Core CAL & ECAL Windows Server SQL Server SA Benefits Cloud User Subscription Licensing-Why the Change? Office 365 Licensing Purchase to Provision Azure Q&A

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4 Software is intellectual property and licenses provide the right to use the software and define conditions of use.

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8 Volume Licensing Program Options

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10 Master Agreement (DIR A# ) with PCN (public customer number-identifier) Evergreen- Never Ending! Why do I have to sign an ARF (affiliate registration form)? Pricing for All State and Local Govt-Level D Software Assurance is pro-rated Main purpose of Select-License only purchases

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12 How SCE works (Server and Cloud Enrollment) Core Infrastructure Application Platform Developer Platform Windows Azure Products CIS SKUs (Windows Server + System Center) Products SQL Server, SharePoint Server & BizTalk Server* Products Visual Studio Ultimate and Premium Products All Windows Azure cloud services Requirements CIS coverage for all Windows Servers Requirements Full SA coverage Requirements Full SA coverage Available automatically Can also be licensed standalone + Access to Windows Azure *BizTalk Server and SharePoint Server can also be enrolled as part of the application platform component 12

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14 Product Licensing Models

15 Licensing Models Overview Desktop Operating Systems (O/S) Licensed by Device Desktop Applications-Project Pro, Visio Std/Visio Pro-Licensed by Device Server Licensing Model Server/CAL-SQL Server Standard & SQL CAL User/Device Per Proc-Windows Server Standard 2 Proc/Windows Server DataCenter 2 Proc Per Core-SQL Svr Standard 2 Core/SQL Svr Enterprise 2 Core, Biztalk Svr Enterprise 2 Core Developer Tools-Vstudio Pro, Vstudio Ultimate (Licensed by human) by human)

16 Foundation for Business Foundation for I.T.

17 Windows Server

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19 *The virtualization rights of the purchased edition (2012) still apply (Datacenter unlimited VMs, Standard 2 VMs). The license rules of the purchased edition (2012) still apply (license covers 2 VMs). See website for Windows Server 2012 product terms.

20 Standard Datacenter

21 SQL Server

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23 Minimum renewal eligibility of 4 core licenses for EE and SE; 8 for DataCenter 23

24 SA Benefits

25 New Product Versions Spread Payments Step-Up Licensing System Center Advisor MDOP: Desktop Management 24x7 Problem Resolution Support Training Vouchers for IT Training TechNet E-Learning for End Users Office Home Use Program Extended HotFix Support Cold Back-ups for Disaster Recovery Services Planning Services Training Vouchers for IT Training E-Learning for End Users Office Home Use Program 24x7 Problem Resolution Support TechNet Enterprise Source Licensing Technologies License Mobility Windows Thin PC Windows 8.1 Enterprise Windows Virtual Desktop Access MDOP: Deployment Tools Office Multi-Language Pack Office Roaming Use Rights

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27 U.S. homes now have more than half a billion devices connected to the Internet, according to a study by the NPD Group. The overall number of connected devices per household is 5.7. This is more than twice the average number of people per household. (March, 2013) By 2014, the average number of connected devices per knowledge worker will reach 3.3, up from an average of 2.8 in 2012 representing an 18% increase. (CISCO Internet Business Group) In 2007, when the cloud office system market first appeared, typical individual users would employ just one device to access their enterprise's office systems. In 2013, that number has soared. Gartner estimates the typical knowledge worker now employs up to four devices for example, mobile phone, media tablet, personal PC and enterprise PC to access their organization's office system capabilities in a single week. (Gartner, June 2013)

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30 C U S TO M E R P R O F I L E Admin Portal Office 365 ProPlus , Collaboration and Communication Enterprise Features

31 Availability Tenant Community Customer Data Location At Rest ITAR Regulatory Support FISMA Package 1 Certifications Licensing 2 Multi-Tenant Public Cloud (Enterprise) Anyone Public community Regionally Located No FISMA Moderate ISO27001, FERPA, FISMA, HIPAA, HITECH MOSP, Open, EA GCC US Govt. entities with *.GOV or *.MIL domain extensions US Govt. Community US Located & Community Segregated No FISMA Moderate CJIS EA, AOS-G 1 Details of FISMA Moderate package will vary by environment.

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33 Enterprise K1 (Kiosk) Enterprise E1/G1 Enterprise E3/G3 Enterprise E4/G4 Push Push E1 only E3 Only E4 Only

34 Enterprise K1 Enterprise E1 / G1 Enterprise E3 / G3 Enterprise E4 / G4 Kiosk Plan 1 Plan 2 Plan 2 Kiosk Plan 1 Plan 2 Plan 2 Authoring Authoring Authoring Authoring Plan 2 Plan 2 Plan 2, Plus CAL E1 Only E3 Only E4 Only ProPlus ProPlus Priority 24x7 Annual Annual Annual Annual

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38 Customers can add Office 365 services at any time, while maintaining current EA and SA benefits Easy The underlying EA does not change. SA benefits are retained, including rights to new versions. Pricing Pricing recognizes existing investment in Office and CAL Suites. Preserves EA discounts for on-premises and volume discounts for online services. Flexible Add Office 365 at any time, for any number of users, to any workload.

39 Office 365 Add-Ons E4 Add-on E3 Add-on E4 Add-on E3 Add-on E4 w/o ProPlus E3 w/o ProPlus E4 w/o ProPlus E3 w/o ProPlus E1 Exchange Plan 1 Lync Plan 1 SharePoint Plan 1 Exchange Plan 1 Lync Plan 1 SharePoint Plan 1 EA License Position ECAL + Office Core CAL + Office Core CAL + Office 365 ProPlus Office 365 ProPlus Subscription Core CAL Only Office 365 Add-ons are available for EA customers who have signed the required OLS T&Cs. CAL Suite + Office is required to purchase E3/ E4 Add-ons. CAL Suite-only customers may purchase E3 without ProPlus and E4 without ProPlus.

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41 100 Office 365 E1 Add-ons 100 Office 365 E1 Add-ons 100 Office 365 E1 Add-ons 100 Office 365 E1 Add-ons to Core CAL 100 Office 365 E1 Add-ons to Core CAL 100 Office 365 E1 Add-ons to Core CAL

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43 Customers can transition to Office 365 services at any time, with adjustments to EA occurring at anniversary/renewal Per User Change EA structure. Moves Office and/or CAL suites to per user model Pricing Transition pricing recognizes existing investment in Office and/or CAL Suites. Flexible Add Office 365 at any time, for any number of users, to any workload.

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45 On-Premises In Cloud CAL Suite TRANSITION E1

46 TRANSITION To Office 365 Office 365 Bridge

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48 100 Office 365 E3 Transition 100 Office 365 E3 USLs 100 Office 365 E3 USLs 100 Office 365 E3 USLs 100 Office 365 E3 USLs

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51 Understanding Office 365 Options the Add-ons, true-ups required on qualified devices With

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53 IT Pro technical training vouchers Deployment planning services 24x7 Incident Support Home Use Program Office roaming use rights End user e-learning courses New version rights / Extended hotfix Multi-language pack Spread payments Cold backups IT Pro online training courses 24x7 Support Install service on up to 5 devices Office mobile apps End user e-learning courses Software is always up to date Multi-language pack Annual payment terms 99.9% SLA availability hosted offering

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55 1. Sign Agreement Documentation 2. Agree Pricing 3. Order/ Reserve Service 4. Process Order / Reservation 5. Customer uses Service 2011 or newer Enrollment or uea amendment Product Selection Form GCC Amendment Enterprise Online Service products & CAL Bridges must be quoted to order service or use service via license reservation Order when agreeing pricing via initial Order Use License Reservation process to enable service Order service or reconcile reservations via METEAOP/ PAS MS validates Agreements / Orders MS processes Orders MS validate license reconciliations Customer receives to activate service Microsoft provisions and customer begins using service 9. Anniversary Billing Occurs 8.Enrollment Anniversary 7. True up Requirements 6. Add additional users Invoice sent to Partner/ Customer Payment made Submit order at least 30 days prior to anniversary Order must account for all reserved licenses Monthly sent to Customer/Partner with reserved licenses TUP reminders start 105 days prior to anniversary True up period is prior to enrollment anniversary Order via purchase submission or place License Reservation (LR) Note: Pricing must be agreed on initial order in advance for LR (and if additional products e.g. K1 then must be previously ordered)

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57 Agreement Admin Reserve Purchase Order Assign IT Admin Partner or Agreement Admin Reconcile Consume User

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59 Annual reporting is contractually required day prior to anniversary True Up order accounts for changes since the initial order or last True-Up order including: 1. Increase in licenses (net-new) 2. Reserved licenses 3. Transitions 4. License Adjustments (Reductions if applicable)

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62 Enterprise Mobility Suite Offer Users Devices Apps Data Apps Mail Collab IM/Voice/ Conf Via Desktop EA (Office+CAL suites) WinSrv CAL (AD) ConfigMgr & Endpoint Protection AD RMS Office Pro Plus Exchange / EOA SharePoint Lync Cloud Add-ons New Enterprise Mobility Suite Add-on offer Cloud Identity Management (Azure AD Premium) Mobile Device Management (Windows Intune) Information Protection (Azure RMS) Office365 ProPlus O365 Suite(s) Add-on Exchange Online SharePoint Online Lync Online Purchasing Overview Similar to O365 Add-On, requires Core CAL/ECAL. Azure Active Directory Premium, Azure Rights Management can be purchased as a standalone Azure Active Directory Premium, Azure Rights Management and Enterprise Mobility Suite will not consume the Azure Monetary Commitment funds. This means customers will need to buy these SKUs separately from their Monetary Commitment.

63 Purchasing Overview Azure Active Directory Premium, Azure Rights Management and Enterprise Mobility Suite will not consume the Azure Monetary Commitment funds. This means customers will need to buy these skus separately from their Monetary Commitment. Any existing Monetary Commitment funds that have been purchased either under an Enterprise Agreement or through a Commitment offer on the Azure website will not be available for use towards the purchase of AD Premium. The most cost effective way to acquire Azure Active Directory Premium and Azure Rights Management is through the Enterprise Mobility Suit Customer Guidance Azure Monetary Commitment is not available for spend on AD Premium. All AD Premium purchases must be made separately from Azure Monetary Commitment Pricing and General Availability for Azure Active Directory Premium and Enterprise Mobility Suite are subject to change.

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66 Microsoft Product Use Rights:

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70 Windows Server 2008 R2 Datacenter 2 : 1 Windows Server 2012 Datacenter Windows Server 2008 R2 Standard 1 : 1 Windows Server 2012 Standard Retired Editions Windows Server 2008 R2 Enterprise 1 : 2 Windows Server 2012 Standard Windows Web Server 2008 R2 2 : 1 Windows Server 2012 Standard Windows HPC Server 2008 R2 Suite* * 1 : 1 Windows Server 2012 Standard Go to microsoft.com/licensing/software-assurance to learn more about Software Assurance benefits. * Windows Server 2008 R2 HPC Edition and Microsoft HPC Pack 2008 R2 Enterprise will receive a 2:1 grant of Windows Server 2012 Standard edition.

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78 *Number of processors eligible for more than the minimum value s cannot exceed the number of physical processors in a server running a SQL workload. 78

79 If running SQL Server 2012, processor licenses cannot be reassigned to servers with physical processors requiring more core licenses then the core equivalency value of the processor license, unless additional SQL Server 2012 core licenses are added of the same edition 79

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81 Exchange Online Kiosk Exchange Online (Plan 1) Exchange Online (Plan 2) Exchange Online Protection Exchange Online Archiving Yammer Basic Yammer Enterprise SharePoint Online (Plan 1) SharePoint Online (Plan 2) SharePoint Online (Plan 1) with Yammer 2GB , calendar 50 GB , calendar, personal archive, ediscovery, AV/AS, team mailboxes Unlimited archive, voic , advanced archiving, data loss prevention Protection from spam, viruses, phishing and policy violations Legal hold and compliance Free Enterprise social networking (included in Enterprise Cloud, in GCC with escalation and approval) Directory Sync, keyword monitoring and content management, export data for ediscovery, Collaboration with sites, drag and drop, team mailboxes Forms, Data visualization, Access/Excel/Visio Services, ediscovery, Compliance, PowerView, Collaboration with sites, drag and drop, team mailboxes, Yammer Enterprise SharePoint Online (Plan 2) with Yammer SharePoint Online Extra Storage Lync Online (Plan 1) Lync Online (Plan 2) Office Online with SharePoint Online (Plan 1) Forms, Data visualization, Access/Excel/Visio Services, ediscovery, Compliance, PowerView, Yammer Enterprise Additional 1GB of storage Presence, instant messaging, and peer-to-peer voice and video, Skype federation Lync Meetings, multi-view video, Lync Room Systems Online, collaboration with sites, fast search, drag and drop, team mailboxes Office Online with SharePoint Online (Plan 2) Office 365 ProPlus Visio Pro for Office 365 Project Pro for Office 365 Project Online Project Online with Project Pro for Office 365 Online, Forms, Data visualization, Access/Excel/Visio Services, ediscovery, Compliance, PowerView Office subscription, PC/Mac, roaming, mobile rights Subscription of the advanced diagramming software, including roaming access and click to run Subscription version of Project Professional client software with roaming access and click to run Online version of project server, delivering enterprise Project, Program and Portfolio Management Subscription version of Project Professional client with online capabilities of Project Online

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83 Office Standard 2013 Office Professional Plus 2013 Applications Premium Value Licensing Word 2013 Excel 2013 PowerPoint 2013 OneNote 2013 Outlook 2013 Publisher 2013 Access 2013 Lync 2013 InfoPath 2013 Group Policy 1 Terminal Services/RDS App Telemetry Volume Activation Update Controls 2 Create IRM 3 Retention 3 Data Loss Prevention in Outlook 3 Site Mailboxes 3 In-Place Archiving 3,4 Quick Explore in Excel Spreadsheet Controls Business Intelligence Enterprise Voice 3,5 Roaming Documents and Settings Licensing Model Per Device Per Device Per User License Type Perpetual 6 Perpetual 6 Subscription PC/Mac Installs ios/android SmartPhone N/A N/A 5 Office RT Rights Commercial Commercial Commercial Office Online Server Commercial Commercial Commercial Use Rights Commercial Commercial Commercial 1. Allows the organization to push certain configuration settings (security settings, app settings, Active Directory roaming, etc.) for Office to machines logging onto the corporate network. 2. With Office Standard 2013 and Office Professional Plus 2013, IT has full control of updates using the MSI model. With Office 365 ProPlus, installation and updates are managed via Click-to-Run. 3. The suites provide different levels of integration with business productivity servers. 4. Archive from Outlook no.pst files needed and set retention policies that automatically archive or delete . IT admins can centrally manage the In-Place Archive. 5. Enterprise Voice includes several advanced calling features as well, such as delegation, team calling, Group Call Pickup, and Response Groups. 6. Subscription licenses available through the Enterprise Agreement Subscription, Open Value Subscription, and Enrollment for Education Solutions programs.

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85 Free to view and use; Edit with an Office 365 Subscription All Customers Student Office 365 Customers* Consumer Office 365 Customers** Commercial Office 365 Customers*** Qualifying Office 365 Plans: *Office 365 University **Office 365 Home, Office 365 Personal (coming this Spring) ***Office 365 ProPlus, Office 365 Small Business Premium, Office 365 Midsize Business, Office 365 Enterprise E3 / E4, and equivalent Academic and Government SKUs

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88 Exchange Online Features Large mailboxes Site mailboxes *** Rich Outlook inbox experience, including enhanced conversation view and MailTips Outlook Web App (Internet Explorer, Firefox, Chrome, and Safari support) Mobile phone access (through EAS) Apps for Outlook and Outlook Web App Exchange ActiveSync mobile management policies Advanced Anti-virus and anti-spam (through Exchange Online Protection) Hosted voice mail (Exchange Unified Messaging) Retention policies ** In-Place Archive ** Multi-mailbox search In-Place Hold Data Loss Prevention (DLP) ** ediscovery Center **** * Includes primary mailbox (25 GB) plus unlimited In-Place Archive ** Site Mailboxes, Outlook DLP PolicyTips, and In-Place Archive require Office Professional Plus / ProPlus2013 *** SharePoint Online Plan 1 required for Site Mailboxes **** SharePoint Online Plan 2 required for ediscovery Center

89 , calendar, contacts, and tasks Site mailboxes *** Outlook Web App (Internet Explorer, Firefox, Chrome, and Safari support) Rich Outlook inbox experience, including enhanced conversation view and MailTips Apps for Outlook and Outlook Web App Role-based access control (RBAC) capabilities Federated calendar sharing Exchange ActiveSync mobile management policies Journaling Journal decryption Exchange Unified Messaging Retention policies ** In-Place Archive ** Multi-mailbox search In-Place Hold Data Loss Prevention (DLP) ** RMS: Transport protection rules, Outlook protection rules Anti-virus / Anti-spam * ediscovery Center **** Standard Per database Default Single AV engine Advanced Per user / distribution list Custom AV/AS through EOP * Requires Exchange Enterprise CAL with Services ** Site Mailboxes, Outlook DLP PolicyTips, and Archive require Office Professional Plus / ProPlus2013 *** SharePoint Standard CAL required for site mailboxes **** SharePoint Enterprise CAL required for ediscoverycenter

90 Microsoft Exchange Online Archiving is a cloud-based, enterprise-class archiving solution for your Exchange Server on-premises organization. EOA provides the following advantages: Retention ediscovery Lower Storage Costs Anywhere Access Help meet longterm retention requirements Cloud-based archives allow you to store large quantities of messaging data offsite Help meet ediscovery and litigation hold requirements Perform discovery searches across both the on-premises primary mailbox and the cloud-based archive. Lower storage costs Moving historical e- mail data to a cloudbased archive allows you to reduce your organization s storage requirements. Provide Anywhere Access Users are able to access older messages and content in the archive transparently, without requiring any additional configuration on their computers

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92 Apps App Catalog & Marketplace Team Sites Collaboration Work Management OneDrive for Business Social* External sharing Search Basic Search Standard Search* Enterprise Search* Content Management Content Management Records Management E-discovery, ACM, Compliance* Business Intelligence Excel Services, PowerPivot, PowerView Scorecards & Dashboards Access Services Business Solutions Visio Services Form Based Applications (InfoPath)* SharePoint 2013 Workflow Business Connectivity Services**

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94 Rich Presence, IM (1:1 and multiparty), Office interoperability Public Cloud IM/P federation (Windows Live, AOL, Yahoo!*) WL Only WL Only WL Only Skype federation for Presence/IM/voice Persistent Group Chat Lync to Lync calling (voice and HD video,1:1) Skill Search (requires SharePoint) Content Collaboration (desktop sharing, application, etc.) Multiparty (3+) audio/video/content collaboration (scheduled and ad hoc) Meeting Controls (Organizer, Lobby Experience, Join From) Enhanced in-meeting note taking Interoperability with 3 rd party video systems Lync audio conferencing Interoperability with 3 rd party audio conferencing providers Lync Multi-view Video Lync to Phone (PSTN) Lync PBX Replacement Functionality (Malicious Call Trace, E911, call park) Automated call distribution (unassigned number, attendant console, queuing) Lync Mobile Clients Lync Web App

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96 Full-featured Lync client for PCs running Windows Touch-focused Lync app for Windows 8 PCs Windows Phone, ios, and Android clients PC Client for customers licensed for Lync but without ProPlus Licensed via Office ProPlus* Licensed at no charge via Windows Store Licensed at no charge via relevant platform stores Licensed via EULA as a free download Lync 2013 Lync Windows Store app Mobile Clients Lync Basic 2013 Use with VDI Skill Search Office Integration Recording Note Sharing Multiview video Attend meetings Presenter in meetings Device Switching support Basic voice features Advanced voice features

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98 On premises Online Capability Enterprise Value Subscription Value SA Only SA Only Updated EA Updated EA License Type Licensing Model Per Device Per Device Per User/Per Device License Type Perpetual* Perpetual* Perpetual* Price +5% +5% +15% Per User Subscription $25 per month Per User Subscription $33 per month Per User Subscription $58 per month *Subscription licenses available through the Enterprise Agreement Subscription, Open Value Subscription, and Enrollment for Education Solutions programs

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100 On premises Online Capability Enterprise Value Subscription Value Licensing SA Only SA Only Updated EA Licensing Model Per Device Per Device Per User License Type Perpetual* Perpetual* Subscription *Subscription licenses available through the Enterprise Agreement Subscription, Open Value Subscription, and Enrollment for Education Solutions programs

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102 Enterprise Social Network Group Admin Controls Enterprise Admin Controls Enterprise Integrations Support and Services Pricing $0 $3 More details at

103 $20 $22 $0 $3 $4 $8 $8 Yammer Basic* Yammer Enterprise Standalone SPO Plan 1 + Yammer SPO Plan 2 + Yammer Office 365 E1 Office 365 E3 Office 365 E4 Free Enterprise Social Networking Yammer Basic + IT Controls SharePoint Plan 1 + Yammer Enterprise SharePoint Plan 2 + Yammer Enterprise SP/L/E Plan 1 + Yammer Enterprise SP/L/E Plan 2 + Office + Yammer Enterprise SP/L/E Plan 2 + Office + Ent. Voice + Yammer Enterprise Yammer SharePoint Online Office 365 E1, E3, E4** *Yammer Basic is available exclusively through Yammer.com **Yammer Enterprise will ship as a separate service with Office 365 E1, E3, E4. Existing SPO Plan 1 and Plan 2 Standalone SKUs still exist, with a price reduction to $3/user/month and $7/user/month respectively.

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105 In VLSC home page: Select Administration in main navigation bar Select Add New User Enter new user details Select the Agreement you want to add roles to Click on Online Services Manager

106 A new attribute has been added to the OLS role called Manage Reservation which allows user access to the VLSC pages that make Online Services reservations

107 1. Click Licenses and Make Reservations 2. Can Filter by Licensing ID 3. Select an eligible Licensing ID row and click Continue

108 Select the date from the calendar icon and continue. NOTE: The usage date is the date from which you will be invoiced.

109 Now get a list of product family names to make reservations against. Click on the down arrow.

110 2. To change the usage date click this calendar icon (date from which you will be invoiced). Click on the Online Service 1. From Action drop down menu select New License, enter number of licenses in the Licenses field and the Usage Country from the drop down

111 Click continue to progress

112 Ensure all the details are correct! If you don t correct it now you only have 72 hours from the usage date to cancel the reservation Confirmation is sent to the user, once reservation is submitted, refer to Appendix. 1. Review reservation 2. If satisfied, click on Submit to proceed with the reservation

113 Displays the reservation details again. From here you can either Make New Reservations or View Reservations If there is an error with the reservation, the error message will explain the next course of action

114 1. Click Licenses and Make Reservations 2. Can Filter by Licensing ID 3. Select an eligible Licensing ID row and click Continue

115 If a user changes the Usage Date after making some step-up line item actions (but before submitting the reservation) then the tool will evaluate if the change in Usage Date changes the step-up opportunities. If it does the red warning message will be displayed. Click continue to progress

116 In the License Reservation Page, select a license ID and usage date In the Action drop down menu, select Step-Up License

117 Now select the Step-Up Source. The Available quantity will then be populated (6100 are available). Select Usage Country.

118 Now type in the number of Licenses required. Once this field is populated, the number of available licences will decrease by the number of licenses you wish to reserve (the number of licenses cannot be greater than the number available i.e or less).

119 1. Plan E2 is the service the user wants to reserve is the number of licenses you wish to reserve. 2. Plan E1 is the service the user want to pull resources from. There were 6100 licenses available. If 4100 are used for Step-Up, then 2000 are now available for the source product

120 Can do multiple step ups at the one time. For example you can do the same for Plan E3 step-up from E2. Refer to appendix for details Plan E2 has 4100 licenses reserved. Click on Continue to proceed.

121 Ensure all the details are correct! Only have 72 hours from the usage date to cancel the reservation Reservation Confirmation shows the multiple online services that make up this one reservation. Click Submit Reservation Confirmation is sent to the user, once reservation is submitted, refer to Appendix.

122 Reservation ID is the identifier generated after submission. This also equates to the PO number for the reservation in MSL Service History link is always available and displays previous reservations. It can also be exported from the Manage Reservations page. If there are no previous reservations, then an information message is displayed.

123 Can also select the various views and then drill down. Refer to appendix. Cancel button indicates that the reservation can be cancelled within 72 hours of usage date.

124 Can cancel a reservation by clicking Cancel in Reservation History, or License ID or in Manage Reservation views

125 Displays cancelled reservation or pending Cancellation in this case

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