Office 365 Licensing Transitions

Office 365 Licensing Transitions

AGENDA Permitted, Equivalent and Non-Equivalent Transitions End-to-end scenarios: from Quote to Order True-up and METEAOP

Management and Security User Productivity Software on premises and Cloud Services Workloads On Premise Cloud Office User Productivity Server (Exchange, SharePoint, Lync) Core CAL Suite - Exchange Server Standard CAL - SharePoint Server Standard CAL - Lync Server Standard CAL - Windows Server CAL User Subscription License Desktop Security Desktop Management Windows Client - Endpoint Protection - SCCM Client ML Device Subscription License 3

Transition

Permitted Transitions

Equivalent and Non-Equivalent Transitions Permitted equivalent transitions Transition from Enterprise Products to EOLS with like to like workload Permitted non-equivalent transitions Transition from Enterprise Products to EOLS with greater workload No additional cost for the EOLS in the Transition Period up to the next anniversary Monthly prorated cost for the greater EOLS workloads in the Transition Period up to the next anniversary Anniversary and True Up Anniversary and True Up End of term, Anniversary and True Up

Equivalent and Non-Equivalent Transitions Office 365 E1 Office 365 E2 Office 365 E3 Office 365 E4 Office Pro Plus for Office 365 Office Pro Plus ** Core CAL* Office Pro Plus and Core CAL* ** ECAL* Office Pro Plus and ECAL* * CAL Suite Bridge required ** No transition back to Office Pro Plus from E2

Transitioning Office Pro Plus and Core CAL to Office 365 E3 Enterprise Products Enterprise Online Services Office User Productivity Office Pro Plus Exchange Std CAL SharePoint Std CAL Lync Standard CAL Office 365 E3 Windows Server CAL Desktop Security Desktop Management Endpoint Protection SCCM Client Core CAL Bridge for Office 365

SCENARIO 1 Contract Licenses New Enterprise Agreement L&SA # of QD and QU 1,000 QD and 1,000 QU Enterprise-wide Commitment Core CAL per user Transition to EOLS 1000 users to Office 365 E1 in year 1 Contract Documents Product Selection Form CPS Order True-up

SCENARIO 1 Contract Licenses New Enterprise Agreement L&SA # of QD and QU 1,000 QD and 1,000 QU Enterprise-wide Commitment Core CAL per user Transition to EOLS 1000 users to Office 365 E1 in year 1 Contract Documents Product Selection Form CPS Order True-up

Product Selection Form Step 1

Product Selection Form Step 2

Product Selection Form Step 3

Product Selection Form Step 4

SCENARIO 1 Contract Licenses New Enterprise Agreement L&SA # of QD and QU 1,000 QD and 1,000 QU Enterprise-wide Commitment Core CAL per user Transition to EOLS 1000 users to Office 365 E1 in year 1 Contract Documents Product Selection Form CPS Order True-up

CPS SCENARIO 1 Enterprise Products: Future Monthly Subscription Pricing: 0 CAL Suite Bridge Transition Pricing: True-Up Fees:

Transitioning Core CAL to Office 365 E1 Enterprise Products Enterprise Online Services Office User Productivity Exchange Std CAL SharePoint Std CAL Lync Standard CAL Office 365 E1 Windows Server CAL Desktop Security Desktop Management Endpoint Protection SCCM Client Core CAL Bridge for Office 365

SCENARIO 1 Transition: 1000 users to Office 365 E1 $ $ $ $ $ $ Year 1 Anniversary True Up $ Year 2 Anniversary True Up $ Year 3 Anniversary True Up $

SCENARIO 1 Contract Licenses New Enterprise Agreement L&SA # of QD and QU 1,000 QD and 1,000 QU Enterprise-wide Commitment Core CAL per user Transition to EOLS 1000 users to Office 365 E1 in year 1 Contract Documents Product Selection Form CPS Order True-up

LICENSE CONFIGURATOR

METEAOP Manual EA True-up and EAS Annual Order Purchase Form Used for the following scenarios: True-up Order placement / EAS Annual Order placement New/Transition order placement with price locked previously (Enterprise OLS) License Reconciliation

METEAOP FORM Header Section

METEAOP FORM Header Section ROC Partner

METEAOP FORM Header Section Yes / No Yes / No

METEAOP FORM Header Section Yes / No Yes / No True-Up Order (Year 1) True-Up Order (Year 2) True-Up Order (Year 3) EAS Annual Order (Year 2) EAS Annual Order (Year 3) New Order

METEAOP FORM 3 Sections

METEAOP FORM Section 1 Section 1 EA True-up Order & EAS Annual Order Section Applicable to all Products (when not transitioning) Enterprise Products (e.g. Windows, Office) Additional Products (e.g. Visio, Project) Enterprise Online Services (Office 365, Windows Intune) Additional Online Services (e.g. Forefront)

METEAOP FORM - SCENARIO Section 1 - SCENARIO Section 1 EA True-up Order & EAS Annual Order Section Applicable to all Products (when not transitioning)

METEAOP FORM Section 2 Section 2 Transitions to EOLS from Enterprise Products Only applicable when transitioning to Office 365 or Windows Intune Bill to next Anniversary: Enter transition details (SKU, price, quantity) of Office 365 / Windows Intune from usage date to Anniversary Next Anniversary to End of Term: Enter transition details of Office 365 / Windows Intune from usage date to Anniversary Bridge CAL: Enter Bridge CAL details of Office 365 / Windows Intune from next Anniversary to Enrollment End Date

METEAOP FORM Section 2 - SCENARIO Section 2 Transitions to EOLS from Enterprise Products Only applicable when transitioning to Office 365 or Windows Intune

METEAOP FORM Section 3 Section 3 Enterprise Products On Premise Remaining Product Details Only applicable when transitioning to Office 365 or Windows Intune Details must reconcile with Section 2 (for transitions) and must be indicated by the Line item #

METEAOP FORM Section 3 - SCENARIO Section 3 Enterprise Products On Premise Remaining Product Details Only applicable when transitioning to Office 365 or Windows Intune

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