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HOW TO LICENSE Microsoft Dynamics ® ERP Licensing Guide CUSTOMER EDITION | AUGUST 2010 Using This Guide Use this guide to improve your understanding of how to license Microsoft Dynamics ERP solutions. It is not intended to guide you in choosing Microsoft Dynamics products and services. The examples presented in this guide are illustrative. This guide supersedes and replaces all previous versions of the Business Ready Licensing Guide. Microsoft Corporation reserves the right to review and/or update the existing version without previous 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 document, which is available at http://www.microsoft.com/dynamics/en/us/licensing.aspx . Contents Using This Guide .............................................................................................................................1 Contents ..............................................................................................................................................2 Overview of Microsoft Dynamics ERP Licensing ...................................................................3 Business Ready Licensing...............................................................................................................4 Overview of Licensing Requirements ....................................................................................................4 Licensing Access to the Microsoft Dynamics ERP solution...........................................................5 Full Access........................................................................................................................................................................5 Limited Access................................................................................................................................................................5 Users and License Types ............................................................................................................................................9 External Users .............................................................................................................................................................. 11 Multiplexing ................................................................................................................................................................. 11 Licensing the Microsoft Dynamics ERP Solution............................................................................ 12 Foundation Packs....................................................................................................................................................... 12 Additional Components.......................................................................................................................................... 13 Business Ready Enhancement Plan (BREP)....................................................................................... 13 Additional Licensing Requirements .................................................................................................... 14 Five Steps to Counting Licenses for BRL........................................................................................... 14 Resources....................................................................................................................................................... 16 Microsoft Dynamics ERP Licensing Guide | August 2010 Version | Customer Edition | Page 2 Overview of Microsoft Dynamics ERP Licensing Microsoft Dynamics ERP solutions are designed to help address any organization’s specific business requirements and include Microsoft Dynamics ERP solution tailored to vertical industry processes. There are four Core Microsoft Dynamics ERP solutions; Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics SL. In addition, Microsoft Dynamics ERP solutions deliver specialized capabilities for the retail industry. Microsoft Dynamics AX 2009 for Retail; Microsoft Dynamics POS 2009, a retail store management system; and Microsoft Dynamics Retail Management System (RMS), a complete point of sale solution for small midsize and large retailers that can be adapted to meet specific retail requirements. The Business Ready Licensing model and the Business Ready Enhancement Plan for Microsoft Dynamics introduce simplifications and improvements in value to the licensing and maintenance programs for its Microsoft Dynamics business management solutions. Business Ready Licensing streamlines pricing for Microsoft Dynamics solutions; Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV and Microsoft Dynamics SL; by moving from a pricing model based on hundreds of modules and granules to a new model based primarily on the number of concurrent users who actually use the software. This new model has two simple offerings: Microsoft Dynamics Business Essentials and Microsoft Dynamics Advanced Management. They are based primarily on a common Microsoft Dynamics ERP solution and represent a price reduction for a typical entry-level configuration, eliminating much of the complexity of licensing enterprise resource planning software. Designed to increase value for customers through the life of their product solution, the new Enhancement Plan represents a global maintenance program for Microsoft Dynamics solutions and introduces new benefits such as transition investment credits, online training courses for customers, and resources to connect customers with the Microsoft Dynamics community. Microsoft Dynamics ERP Licensing Guide | August 2010 Version | Customer Edition | Page 3 Business Ready Licensing Overview of Licensing Requirements When licensing the Microsoft Dynamics ERP products through Business Ready Licensing for on premise deployments, Microsoft Dynamics ERP licenses are required for: 1. User access to the Microsoft Dynamics ERP solution. Any user that directly or indirectly accesses the Microsoft Dynamics ERP solution must be licensed with a Microsoft Dynamics ERP User License. Note: A single Microsoft Dynamics ERP solution referred to as the “system database” in the Software License Terms is a logical entity that may utilize resources from multiple servers, or processors, or files. Replicas or copies, in compliance with the Software License Terms, of the system database (in full or partial) are considered part of the “system database”. Please find the Software License Terms at http://www.microsoft.com/dynamics/en/us/licensing.aspx 2. The Microsoft Dynamics ERP solution you need and/or is technically required to enable the functional scenarios. Figure 1: Basic Licensing Requirements Notes: Licenses for additional software required for the solution, such as Windows Server ®, Microsoft SQL Server ®, and Microsoft SharePoint ® Server and their client access license (corresponding to the users) are not included with the Microsoft Dynamics ERP licenses. Microsoft Dynamics ERP Licensing Guide | August 2010 Version | Customer Edition | Page 4 Licensing Access to the Microsoft Dynamics ERP solution Any user that directly or indirectly accesses the Microsoft Dynamics ERP solution must be licensed with a Microsoft Dynamics ERP User License. User licensing is based upon the access rights they need. Microsoft offers two editions of Microsoft Dynamics ERP solutions: Business Essentials (BE) and Advanced Management (AM). Full Access Users connecting to the solution through the Windows-based Microsoft Dynamics rich client user interface (UI) may access all of the Microsoft Dynamics ERP solution included in the solution edition. These users require a Full User license for the selected solution edition (refer to you Microsoft Dynamics Certified Partner to understand the solution capabilities by edition). See Licensing the Microsoft Dynamics ERP solution below for more information about choosing the BE or AM Microsoft Dynamics ERP solution editions. Limited Access Microsoft offers limited access licenses, allowing access only to specific components of the ERP solution. These limited access licenses are designed to help organizations extend the benefits of the ERP solution to users throughout the organization. Note: Some products may not offer limited user licenses (Light User license and Employee Self Service User license) on the Business Essentials Edition. Customers who are willing to benefit from these limited user licenses scenarios must transition to the Advanced Management Edition. Light User License The most comprehensive limited access license is called the Light User . Light User licenses allow limited access to the Microsoft Dynamics ERP solution by means other than the Microsoft Dynamics rich client UI (indirect access). Employee Self Service (ESS) User License The Employees Self Service User license provides a lower-cost alternative for licensing employees for access to the Microsoft Dynamics ERP system through means other than the rich client UI for only the following purposes: Employee Administration: Management of the user’s own data and profile residing in the system database. Employee Time and Attendance: Input of time sheets and clock-in/clock-out