Licensing Reseller Handbook for Microsoft Partners a “How To” Guide to Drive Your Licensing Business

Licensing Reseller Handbook for Microsoft Partners A “how to” guide to drive your licensing business

https://partner.microsoft.com/licensinghandbook/ Table of Contents Introduction 1 What’s in This Handbook and How to Use It

What’s New with Microsoft Licensing? 2 Licensing Updates

Microsoft Licensing Tools and Resources 3 How to Become a Microsoft Reseller 3 Microsoft Partner Tools and Resources 3 Microsoft Financing 5

Volume Licensing Programs 6 What’s in It for Me to Sell Volume Licensing? 6 Customer and Parnter Benefits by License Program 8 Licensing Program Facts 10 Open License 13 Open Value 16 Select License and Enterprise Agreement Overview 23 Additional Volume Licensing Programs 25 Software Assurance 29

Product Licensing — Applications 2007 Microsoft Office System 34 Microsoft Office Project 2007 37 Microsoft Office Visio 2007 40 Visual Studio 2005 43 Microsoft Dynamics CRM 3.0 47 This handbook is an example of the resources that are available through the Microsoft Partner Product Licensing — Systems Program. For details on the Microsoft Partner Windows Vista 50 Program and additional partner resources, see Product Licensing — Servers http://members.microsoft.com/partners/. Windows Server 2003 R2 55 Windows Small Business Server 2003 R2 59 The information contained in this document Microsoft Exchange Server 2007 62 Microsoft SQL Server 2005 65 represents the current view of Microsoft Internet Security & Acceleration Server 2006 68 Corporation on the issues discussed as of the Microsoft Office SharePoint Server 2007 70 date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication. Microsoft Partner Reseller Handbook Introduction |

Introduction How Do I Use This Handbook? The handbook has overview information on most aspects of Microsoft software licensing. Go What’s In This Handbook? directly to the reference you need by selecting one of the three main sections: The Microsoft® Licensing Reseller Handbook is a one-stop partner resource to help you understand § Partner Resources — Description of recent licensing changes and details on tools to help you Microsoft licensing options and complete more Microsoft solution sales. learn about and leverage specific programs § Volume Licensing Programs — Two-page descriptions for core Microsoft Volume Licensing It enables you to: programs with the key information to make and support a licensing recommendation § Understand and discuss Microsoft Volume Licensing programs with your customer. § Product Licensing (Applications, Systems, and Servers) — Relevant product licensing details § Reference Volume Licensing program and product licensing facts at a glance. for key Microsoft products § Formulate and support licensing recommendations. § Understand licensing requirements for key Microsoft software.

When Do I Use This Handbook In The Microsoft Sales Process? The handbook helps you develop effective strategies for incorporating licensing into the sales Questions? process. You’ll learn how to ensure that you have the necessary customer information. You’ll also Please direct any questions or feedback to your Regional HQ contact learn how to effectively illustrate to your customer the value of your licensing recommendation in or [email protected] (English language only). Your comments conjunction with your technology recommendation. will help improve the next release of the Handbook.

Solution Selling® Sales Process Steps

Prospecting Qualifying Proposal Decision Repeat Business

§ Generate new § Probe and assess § Demonstrate to § Negotiate. § Complete the prospects needs with decision maker your work (deliver the § Close the sale. (via referrals, decision maker. ability to meet his product/service). networking, trade or her needs. § Qualify the buyer. § Follow up with associations, and § Ask for the business. the customer. conferences). § Create a buying vision that maps § Issue the proposal. § Look at existing product/service customer base for to business needs. opportunities.

Buying vision Value demonstrated Satisfied customer Initial sponsor and access to and proposal Signed contract (repeat business, identified decision maker submitted reference)

Qualifying: § Ask questions that will help you identify and position your licensing recommendation for the technology solution. § Bring up salient aspects and advantages of Software Assurance (SA) to the technical decision makers who will support your technology solution recommendation.

Proposal: § Review the software sections for licensing requirements of the specific software in your solution. § Compare the Software Assurance benefits and program availabilities to match your customer’s needs. § Incorporate the program recommendations and needs to prepare the licensing recommendation for the technology solution. Note: Some content and resources mentioned in this handbook require authentication. In order to have access § Incorporate the program comparison and customer talking points to support your licensing to this you must sign up for membership in the Partner Portal and may be required to complete competency recommendation to your customer. training to have access. More information can be found at https://partner.microsoft.com/global/40032585.

https://partner.microsoft.com/licensinghandbook/ What's New with Microsoft Licensing? Licensing Updates |

Licensing Updates Here are some of the most recent updates to the Microsoft licensing programs, product use rights, and resources:

MCP exams for licensing The following licensing-oriented Microsoft Certified Professional (MCP) exams and courses are now available: § Designing and Providing Microsoft Licensing Solutions to Small and Medium Organizations (70–121) § Designing and Providing Microsoft Licensing Solutions to Large Organizations (70–122) § Planning, Implementing, and Maintaining a Software Asset Management (SAM) program (70–123)

Microsoft Certification helps customers recognize your skills and experience, and helps distinguish you and your business from the competition. Your organization can use these exams to qualify for the Microsoft Partner Program Licensing Solutions Competency. To find, prepare, or register for an exam, visit: www.microsoft.com/learning/mcpexams/default.asp.

Special Licensing MCP Exam Voucher Offer Empower your sales team with increased licensing knowledge and expertise. Find out how you can qualify to receive up to five vouchers, good for 50 percent off the regular Licensing Solutions competency Microsoft Certified Partner (MCP) exam price. You may also qualify for a bonus voucher redeemable for one free exam. View the offer: https://partner.microsoft.com/global/program/competencies/licensingsolutions.

Microsoft Licensing Solutions Competency The licensing and software asset management skills gained in achieving the new Licensing Solutions Competency can help you promote your company’s expertise to customers and peers, while accessing additional service opportunities. Two licensing specializations are available, and you can attain the competency through one specialization or both. The License Delivery specialization is designed for companies that want to gain recognition in the marketplace and increase licensing revenues by developing expertise in license design, recommendation, and acquisition. Achieving the specialization entitles you to valuable volume licensing information and resources. The Software Asset Management specialization is for partners who provide software asset and license management services.

Additional Resource For Licensing Updates Volume Licensing Briefs are documents you can download for up-to-date information on Microsoft licensing topics. Subjects are chosen based on feedback from Volume Licensing What’s New with Microsoft Licensing? customers. Visit: www.microsoft.com/licensing/resources/volbrief.mspx.

https://partner.microsoft.com/licensinghandbook/ Microsoft Licensing Tools and Resources Partner Resources |

How to Become a Microsoft Reseller

Sign up to be a partner on the Microsoft Partner Web sites: § Partner Web site: https://partner.microsoft.com/ § System Builder Web site: https://oem.microsoft.com/ § Microsoft Small Business Specialist details Web site: https://partner.microsoft.com/global/productssolutions/servers/sbserver2003

Establish a relationship with at least one of the Microsoft distributors: Authorized distributors (Retail/OEM/Volume Licensing): https://partner.microsoft.com/global/40014697

The Microsoft Partner Program licensing pages https://partner.microsoft.com/global/licensing is the partner licensing information home page that helps you identify, position, and sell licensing programs by giving you access to the following resources: § Customer-ready presentations § Sales resources § Volume Licensing program guidance

Most countries have a local version of this site linked from the Web site. For complete Microsoft Partner Program benefits, visit: https://partner.microsoft.com/global/program/ programoverview/programbenefits/valueofpartnering

Microsoft Partner Tools and Resources Open License price lists help you identify the Microsoft products and pricing your customers need: https://partner.microsoft.com/global/40014692?PS=3.

Volume Licensing essentials: Provide an online foundation-level Volume Licensing course suited to field sales, telesales, technical specialists, and new hires. Visit https://partner.microsoft.com/global/licensing/licensingtraining. Microsoft Product Licensing Advisor (MPLA): § Helps Microsoft Partners and customers create accurate customer Volume Licensing quotes containing part numbers, product descriptions, and estimated retail price. Visit https://www.microsoft.com/licensing/mplahome.mspx § Provides Volume Licensing program comparisons and guidance. § Simplifies Microsoft product selection through a series of questions. § Produces a downloadable report and estimated retail price (ERP) quote in Microsoft Office Word or Excel®. § Enables reports to be reviewed offline and quotes to be saved or sent.

Microsoft Licensing Tools and Resources Note: Some countries have customized license configurator tools available on local sites. To see if your region has a local license configurator, visit the Microsoft Partner Program site for your country (linked from the Web site) or contact your regional Microsoft lead. EMEA countries will not see pricing. The Microsoft Product Licensing Advisor does not include Academic or Government Volume Licensing programs.

https://partner.microsoft.com/licensinghandbook/ Microsoft Partner Reseller Handbook Microsoft Licensing Tools and Resources Partner Resources |

Microsoft Partner Program Competencies Other Microsoft Partner Resources Microsoft competencies define your areas of specialization. Competencies will make it easier Media and Documentation Kits for Volume Licensing Customers: for you to position your skills to customers, better align your business with Microsoft marketing § Open License customers, visit https://eopen.microsoft.com/EN/default.asp to access a initiatives, and form closer relationships with other partners. The Microsoft Licensing Solutions secure sign-in page for which you must be a registered user. For most products, media must be competencies have been developed for partners with proven expertise in designing or ordered through the distributor–reseller channel. implementing Volume Licensing or Software Asset Management solutions. To read more about the Licensing Solutions competencies, visit https://partner.microsoft.com/global/40019129. § Open Value, Select License and Enterprise (Subscription) Agreement customers, visit https://licensing.microsoft.com/. Media kits for most products ordered through these Volume Helpful Phone Numbers and Contacts Licensing agreements can be downloaded. Volume License Keys Volume License Keys (VLKs) are available on the eOpen and MVLS Web sites, or customers may Information about the terms and conditions that apply to Volume Licensing call their local activation center. Partners may call on a customer’s behalf, but will need the license Microsoft Licensing site — Provides customer-facing licensing program information at agreement number for the software order that needs the VLKs. www.microsoft.com/licensing/default.mspx. Visit the Microsoft worldwide fulfillment Web site to find country-specific phone numbers: Microsoft Product list — Provides list of products available through Volume Licensing programs www.microsoft.com/licensing/resources/vol/numbers.mspx at http://www.microsoftvolumelicensing.com/userights/PUR.aspx. Volume Licensing questions Product Licensing Web site — Searchable product list and product use rights details at Visit: www.microsoft.com/licensing/index/worldwide.mspx to find links to the Web site of a www.microsoftvolumelicensing.com/userights. Microsoft subsidiary office near you. eOpen Contact Your Authorized Distributor Help Desk. eOpen allows you to access agreement, license, and SA benefit information for Open License Go to https://partner.microsoft.com/40014697 to find an authorized distributor near you. (Open Business and Open Volume). For details on and the steps to managing eOpen for your customer, see the Open License FAQ on page 15. Access the eOpen Web site at To Report Piracy https://eopen.microsoft.com/. § Send an e-mail message to [email protected]. MVLS § Fill out an online reporting form at: www.microsoft.com/piracy/reporting.mspx. Microsoft Volume Licensing Services (MVLS) allows access agreement, license, and SA benefit information to enable Select License, Enterprise Agreement and Open Value customers to manage licenses and administer SA benefits. For details on and steps to managing MVLS for your customer, see page 7. Access the MVLS Web site at: https://licensing.microsoft.com. Partners can help customers manage their license agreements to relieve them of the burden of license administration. For steps to access and manage eOpen and MVLS for your customers, see the Open License FAQ on pages 15–16.

https://partner.microsoft.com/licensinghandbook/ Microsoft Partner Reseller Handbook Microsoft Licensing Tools and Resources Microsoft Financing |

Microsoft Financing Microsoft Financing offers financing for a variety of IT purchases*: *Subject to customer credit approval and must include Microsoft software. Limited availability. Microsoft Financing enables you to help your customers acquire the software, services, or hardware their businesses need without tying up their credit lines. Our solution allows customers § Microsoft software to pay in predictable installments that are budget-sensitive, so you can help them work within § Microsoft Software Assurance their budgets to get what they need from a technological and an economic perspective. § Authorized Microsoft Solutions ISV software, including enhancements and maintenance For partners, Microsoft Financing makes even more sense. In addition to it helping preserve your § Installation and implementation services by Microsoft Certified Partner and Microsoft price points, it also positions you with a lender whose mission is to finance a complete IT solution Registered Members whether that includes software or a more comprehensive IT solution. By simply offering financing, § Third-party software you can shift the focus to your customers’ needs and increase the amount they can spend to § Hardware required to implement the solution secure bigger, better, and smarter deals. Enhancing your profitability has never been easier or more advantageous. Let Microsoft Financing Customer financing helps: go to work for you and your customers in more ways than you ever thought possible. § Reduce total cost of ownership by taking advantage of affordable rates. § Simplify budgeting and planning by combining Microsoft software, hardware, and partner services into a single contract with a single monthly invoice. Reseller Benefits Customer Benefits § Preserve cash flow and other lines of credit. § Top-line revenues increase. § Hardware purchased is owned outright. § Improve return on investment for technology. § Bottom-line profits improve. § IT budgets are used more efficiently. § Cash flow is enhanced. § Fixed payments are low. It is simple and easy for customers to apply and qualify for financing. Use the tools in the “Quick Links” and “Financing Calculator” box to calculate payment options quickly and easily. § Deal sizes grow. § Financing process is streamlined. § Win ratios grow. § Capital is conserved. Offer Flexible Choice, Close Faster, Earn More § Long-term business ties strengthen. § Financing credit lines are preserved. 1. Price the deal — Use the payment calculator and deliver a financing proposal to your customer. § Customer satisfaction increases. § Payments are matched to use. 2. Complete and submit the application — Help the customer complete and submit the online § Price points are preserved credit application. The customer will typically receive a decision within one business day. Larger deals may require additional time. 3. Invoice and install — For Microsoft Business Solutions: first order the product from MBS, indicating that it will be financed, and submit an invoice before installing the software. For all other offerings: ship, install, and deliver services to your customer per the arrangement and submit your invoice. FAX invoices to 866-836-4276 or send an e-mail message to [email protected]. 4. Get paid up front — You will be paid within 24 hours after Microsoft Financing receives the signed and completed financing documents.

https://partner.microsoft.com/licensinghandbook/ Volume Licensing Programs What’s in It for Me to Sell Volume Licensing? |

What’s in It for Me to Sell Volume Licensing?

Partner Opportunities “We’re seeing a 20–30 percent growth in service revenue that we can trace back directly to the software included in Open Value.” — Tom Rash, President, Northwest Computer Support

Decreased license costs can help increase your services revenue When customers spend less on software licenses, a greater share of their IT budgets can be spent on larger deployments and additional services you can provide.

Build ongoing relationships Volume Licensing encourages customer engagements that can lead to long-term relationships. Your ongoing dialogue enables you to connect with your customers frequently, giving them a better experience and helping you become a trusted advisor. The benefits of this relationship include seeing more technology opportunities and selling more service contracts, thereby increasing your total revenue with each customer.

“Knowing that we’ll be collecting payments on an Open Value agreement in years two and three makes it easier to forecast our budgets and develop plans to keep growing our business.” — Les Green, Director of Marketing, VLSystems

Become a more valuable resource Volume licensing enables you to learn more about your customers’ business. The more you know the better service you can provide. You can also discover new opportunities for customer engagement. Volume Licensing has many additional benefits you can leverage in your solution and the management and maintenance of customers’ software, for example: Microsoft Office licenses acquired through Volume Licensing allow use of a second copy of Office for a mobile computer for each licensed desktop. Volume Licensing provides additional productivity use rights, including software reimaging rights that can facilitate deployment, downgrade rights, and the right to transfer licenses to new hardware.

Volume Licensing Programs

FPP licenses also allow use of a second copy of Office on a mobile computer for each licensed desktop. OEM Windows® licenses may not be transferred to new hardware.

https://partner.microsoft.com/licensinghandbook/ Microsoft Partner Reseller Handbook Volume Licensing Programs What’s in It for Me to Sell Volume Licensing? |

“Almost 80 percent of our sales generate a support contract. This Licensing Basics What are the Microsoft licensing programs? recurring revenue is the name of the game for our business.” Full Packaged Product (FPP) —Tom Barnes, Sales and Marketing Manager, NSPI § Boxed, shrink-wrapped, retail software. § Paper license management may be required. Secure additional revenue streams § Deployment through limited-use product ID key or Web or telephone activation. Introduce additional opportunities for you to step in as a trusted advisor. Offer software license Original Equipment Manufacturer (OEM) administration and management services that deliver peace of mind to your customers. § OEM software may be licensed and preinstalled only on the PC or server hardware. Licensing your customers’ software through Volume Licensing enables electronic license § Deployment with limited-use product ID key or Web or telephone activation. management of your customers’ software and their transaction history through the eOpen § Any Volume Licensing (Open License) reseller may order SA for OEM server, Office, and and Microsoft Volume Licensing Services (MVLS) software license management Web sites. Your Windows software. customers can establish you as an administrator to monitor, manage, and administer their licensing information. This provides you with both a revenue-generating service and a new Microsoft Volume Licensing Programs window to better understand your customers’ information technology landscape and buying § A set of licensing programs that provide customers with options for acquiring software. timeline, which will help your sales planning and prospecting efforts. § Often the right choice for customers needing multiple copies of Microsoft software. § Use Volume License Keys (VLKs) for deploying, thus enabling disk imaging and Ensure future revenue streams software distribution. Software Assurance (SA) purchases can help drive an ongoing relationship with your customers § Include Open License, Open Value, Select License, Enterprise Agreement, Enterprise as well as provide the opportunity for customization and deployment project revenue. Show your Subscription Agreement as well as other Volume Licensing programs — overviews follow. customers the value of SA for their business strategy and how SA can help them cost-effectively For details, see the appropriate program pages. budget to meet their future technology plans and IT budget. What’s In It For My Customer To Order Through Volume Licensing? “When you combine our service business with our increased sales in Open Value, our Volume Licensing is cost-effective for your customers because it provides: divisional profitability has increased 2,700 percent in just over two years.” § Attractive pricing and predictable cost options. —Matt Scherocman, Director, IT Advisor Group § Software reimaging rights, downgrade rights, new hardware license transfer rights, and additional productivity use rights. § Desktop application licenses (such as licenses for the 2007 Office release) that enable you to use Help your customers maximize the value of their technology investments a second copy of the application on a portable device for the exclusive use by the primary user Software Asset Management (SAM) helps customers reduce the total cost of software ownership of the license. and improve operational efficiency by providing the infrastructure and processes necessary to § Software Assurance, which keeps you up to date on the latest software versions, provides home manage, control, and protect an organization’s software assets throughout the lifecycle. To learn use rights for applications, and offers eLearning and many other benefits. more about SAM consultancy, visit: www.microsoft.com/resources/sam/partnerguide/. § Reimaging and prior version rights to facilitate internal deployment of Volume Licensing software and standardization. § Cross-language use rights to use any language versions of software licensed as long as language versions in use are priced the same as or less than the original version. § Platform independent licenses allow for the same or lower than the original version product to be used on an Intel system-based or Macintosh computer platform. Excel, Office Standard, Office Professional, PowerPoint®, Project, SQL Server™, Word, and Works are “platform independent” licenses. Please refer to the Product List (which can be found on www.microsoftvolumelicensing.com) for an up-to-date listing of platform independent licenses. § Software transferability — Customers may reassign licenses and SA within the organization from one PC to another.1

Sized Right: OEM Windows licenses may not be transferred to new hardware even if upgraded through a Volume Licensing agreement. Windows XP Professional and Windows Vista™ Business licenses obtained through Volume Licensing cannot be transferred.

https://partner.microsoft.com/licensinghandbook/ Microsoft Partner Reseller Handbook Volume Licensing Programs Customer and Partner Benefits by License Program |

Customer and Partner Benefits by License Program Open License (Open Business and Open Volume): § Can offer savings on estimated retail prices. Primary drivers for Microsoft licensing options. Please see specific program pages for further details. § Can be opened with any five licenses or one server processor license (Open Business) or 500 points in the applications, systems, or server pool (Open Volume). OEM § § OEM software may be licensed and preinstalled only on a complete PC or server. Additional orders may be for as few as one license. § § OEM software may not be transferred from one PC or server to another, even if the original Uses Volume Licensing Keys for deploying. PC is no longer in use. Applications and server OEM licenses may be reassigned if Software § Customer resource: Open License Program Overview at Assurance is added within 90 days of the OEM license purchase. www.microsoft.com/licensing/programs/open/default.mspx. § OEM software may be deployed with limited-use product ID key or Web or telephone activation (OEM software is usually preactivated by the OEM or System Builder). Partner Benefits/Impacts Customer Benefits/Impacts § § § OEM licenses with SA may be licensed under the Volume Licensing program that the SA is Most customers qualify. Your customers can acquire licenses with discounts § instead of retail pricing. ordered through, with the use rights of the OEM or Volume Licensing program. By setting pricing level for two-year term, you can establish your company as the § Two-year agreement establishes price level for order source. additional acquisitions. Partner Benefits/Impacts Customer Benefits/Impacts § Cross-sell Software Assurance. § Electronic license management with eOpen simplifies § Save time by leveraging § Microsoft software comes preinstalled and ready to use right § Simplifies software asset management compliance management. preconfigured software to match out of the box. for you and your customers. Manages § Customers get a quick and easy transaction with the hardware and standard § Your customers can save time and money by combining customer software licenses by tracking minimal paperwork. setup — ensuring each installation purchase orders for server products, desktop applications, and licenses and transactions online at the § If customers need media, they must order media in looks and behaves the same. desktop operating system. eOpen Web site. addition to licenses. § Sell OEM software with hardware § Software Assurance can be added at the time of system § Volume License Key provides simpler § SA for all licenses in any agreement ends when the as part of your server and purchase or within 90 days. deployment, upgrading, and patching. agreement term ends. desktop solutions § If customers add Software Assurance, then most Volume License § SA can be added at the time of order, § Customers must order licenses before they are allowed § Generate additional revenue with rights (such as reimaging and previous version rights) apply. building your revenue streams, customer to deploy the software. Software Assurance for OEM software. relationships, and service opportunities. § OEM licenses are nontransferable (except applications and § The software may only be used by the organization When the two-year Open License § Product Activation requirements server products for which SA has been obtained). whose name appears on the Open License. Sharing the limit deployment capabilities through agreement expires, the customer can renew § OEM licenses are invisible to Microsoft software asset agreement with any other legal entity is not allowed. software distribution or reimaging. SA and drive additional revenue with a new management tools (eOpen and MVLS). Open License or Open Value agreement, or § Lower pricing is available for governments through continue using the licensed software. Government Open License, and for schools and universities through Academic Open License Full Packaged Product (FPP) § Boxed, retail, shrink-wrapped software. § Deployment requires Web or telephone Product Activation of desktop applications, Windows Vista, Windows Server®, and Windows Small Business Server. § Paper license management may be required. § Windows, most Office applications, and Windows Small Business Server 2003 R2 Premium Edition are available not only as a full version but also as an upgrade license.

Partner Benefits/Impacts Customer Benefits/Impacts § Immediate access to media. § Immediate access to media. § Additional revenue: Any Volume License (Open) reseller § Lowest customer commitment. may order Software Assurance for FPP server and § Most expensive option1. Windows software. § Licenses are not managed in the Microsoft § Lowest customer commitment. software asset management tools (eOpen § Product Activation requirements limit deployment and MVLS). capabilities through software distribution or reimaging.

1 Resellers may set their own pricing.

https://partner.microsoft.com/licensinghandbook/ Microsoft Partner Reseller Handbook Volume Licensing Programs Customer and Partner Benefits by License Program |

Open Value, Open Value with companywide option, Open Value Subscription Select License § The ability to spread payments annually. § For corporate, government, and academic customers with 250 or more desktops (Select License § Open Value: Any set of five licenses with Software Assurance. is not available in some regions). § Open Value Companywide: Reduced pricing, price protection, and easier license management § Customer resource: Select License Program Overview at for customers who have five or more PCs and who want to standardize. www.microsoft.com/licensing/programs/sel/default.mspx.

§ Open Value Subscription: Enhanced flexibility through nonperpetual licenses for customers Partner Benefits/Impacts Customer Benefits/Impacts who have five or more PCs and who want to standardize. § Available only from Large § Ability to enter into one global agreement for all affiliates maximizes § Customer resource: Open Value Program Overview at Account Resellers (LARs), so economies of scale. www.microsoft.com/licensing/programs/open/openvalue.mspx. if you are not a LAR, consider § Your customers qualify for volume discounts based on volume forecasts. partnering with one. § Optional Software Assurance, providing an annual payment plan, new § Billing, licensing agreements, version rights, eLearning, etc. Partner Benefits/Impacts Customer Benefits/Impacts and fulfillment responsibilities § Microsoft Volume Licensing Services provides your customers with a § Generate recurring revenue by offering an § Can provide significant savings when covering all PCs are transferred to a LAR. self-managed asset management system. annuity agreement to your customer. with one of the full Microsoft platforms. § Your customer satisfaction is § Deploying additional licenses requires a purchase order that must be § § dependent on your relationship Facilitate customer software purchases by Help your customers maximize the value of their placed before the end of the month of installation. stretching their costs out over the three-year technology investments. with the LAR. agreement term, freeing up cash for software § Enable flexible payments that spread out your deployment and additional services. customers’ licensing costs over three annual installments. § Offer customers more SA benefits than other § Include media for all software ordered. Open programs — driving your revenue and Enterprise Agreement and Enterprise Subscription Agreement § Include Software Assurance, giving your customers service opportunities. § For corporate customers with 250 or more desktops standardizing on Microsoft software. access to latest technology and providing them with § Can reduce immediate profit if customers an extended level of productivity support and tools. § Customers standardize on their choice of the Microsoft platform products (Office Professional opt for spread payments instead of the § Maximize license value with Home Use Rights, Plus or Office Enterprise, Windows Vista Enterprise, and Core CAL Suite or Enterprise CAL Suite ). upfront payment that comes with other eLearning, training vouchers, and TechNet Open programs. § Savings on a three-year agreement term and platform products. subscription services. § Opportunity to offer the customer Information § Track licenses and transactions online at the Microsoft § Choice between perpetual licenses (Enterprise Agreement, which is similar to Open Value Work Solution Services, funded by Microsoft Volume Licensing Services Web site. Companywide) and subscription (Enterprise Subscription Agreement, which is similar to Open (refer to Software Assurance on page 29). § Offer companywide and subscription options for Value Subscription). § Less hassle than with Open License because customers who want the benefits associated with Microsoft sends media kits directly to § Customer resource: Enterprise Agreement Program Overview at standardizing their desktops. the customer. www.microsoft.com/licensing/programs/ent/default.mspx (Enterprise Agreement) and § Ability to include affiliates located in the same § Ability to include affiliates in the agreement territory maximizes economies of scale and reduces www.microsoft.com/licensing/programs/esa/default.mspx (Enterprise Subscription Agreement). increases volume and strengthens the overhead costs. relationship with the customer. Partner Benefits/Impacts Customer Benefits/Impacts § Monthly, and in some cases annual, ordering increases § Lower overhead costs than with Open License flexibility and reduces overhead costs. § Available only from Enterprise § Great benefits for large customers (250 or more PCs) who deploy because customers are allowed to order Software Advisors (ESAs, and Microsoft technology as their enterprise standard. licenses at the end of the month or in some § Ability to subscribe to software rather than buying licenses reduces initial cost and enables a reduction in some geographies from § Standardized platform enabling management and support efficiencies. cases on each anniversary of their agreement. LARs). If you are not a LAR of the number of licenses if the customer’s number of § Ability to enter into one global agreement for all affiliates maximizes or ESA, consider partnering PCs decreases. economies of scale. with one. § Your customers qualify for volume discounts based on the number of § Depending on the geography PCs among participating legal entities. and the customer situation, billing is done by Microsoft, or § Includes Software Assurance, providing an annual payment plan, new by a LAR or ESA. version rights, eLearning, Training Vouchers, etc. § Your customer satisfaction § Microsoft Volume Licensing Services provides your customers with a is dependent on your self-managed asset management system. relationship with LAR/ESA. § Decreases overhead costs through annual ordering.

Select License is not available in some geographies. The Core CAL Suite consists of the Windows CAL, Exchange Server Standard CAL, Office SharePoint® Server Standard CAL, and Systems Management Server CML. The Enterprise CAL Suite consists of the Core CAL Suite, Exchange Server Enterprise CAL, Forefront™ Security Suite, Office Communications Server Standard and Enterprise CAL, Office SharePoint Server Enterprise CAL, Operations Manager Client OML, and Windows Rights Management Services CAL.

https://partner.microsoft.com/licensinghandbook/ Microsoft Partner Reseller Handbook Volume Licensing Programs Licensing Program Facts | 10

Licensing Program Facts Pricing: Minimum of five License and Software Assurance or Software Assurance–only orders Agreement Term: Three years, renewable Open license Number of Initial Licenses Purchased : 5 or more Payment Options: Annual payments or up front Organization Benefits: Open License has the minimum license requirements and offers How to Buy: A broad reseller channel customers volume pricing with the flexibility to pay as they go. It allows them to acquire additional Product Fulfillment:One copy of media is shipped free upon the initial order of every product. software products as needed to grow with their changing business needs. Open Business offers Additional media must be obtained separately at an additional cost. Customers can also volume pricing with minimum license requirements. Open Volume offers a greater discount for a download software from Microsoft Volume Licensing Services (https://licensing.microsoft.com/). larger upfront order. Software Assurance: Software Assurance is included at the time of acquiring the software license Products Included: All commercially available Microsoft software products on the product list and can be used immediately throughout the term of the licensing agreement. Licensing Offerings: License, License and Software Assurance, and Software Assurance for Online Services:1 Offered renewals or eligible original equipment manufacturer (OEM) and full packaged product (FPP) purchases Open Value Companywide Number of Desktop PCs: 5 or more Software Maintenance Option: Software Assurance is available at the time of license acquisition (License and Software Assurance). Software Assurance coverage is in effect until the end of the Organization Benefits:Open Value Companywide offers substantial cost savings over Open two-year term of Open License. Value Non-Companywide pricing, as well as simplified license and budget tracking through standardization on the latest Microsoft technology across the enterprise. Pricing: § Open Business: Requires only five licenses to enter the program Products Included: Microsoft Professional Desktop Platform Products: 2007 Microsoft Office § Open Volume: Each product offering (License, Software Assurance, and License and Software Professional Plus, Windows Vista Enterprise, Core CAL Suite or Small Business Desktop Platform Assurance) is assigned specific point values to determine price levels. Points are calculated Products: 2007 Microsoft Office Small Business, Windows Vista Enterprise, Small Business CAL based on three product pools, with a minimum entry acquisition level of 500 points; one in each Suite. Additional software products are available as needed. chosen pool. Licensing Offerings: License and Software Assurance (L&SA), and Software Assurance renewals Agreement Term: Two years, not renewable Software Maintenance Option: Each License and Software Assurance order counts as one order Payment Options: Upfront payment only toward initial minimum of five License and Software Assurance orders. Subsequent orders can be as small as one License and Software Assurance order. Renewal of Software Assurance coverage How to Buy: A broad reseller channel acquired through any Microsoft Volume Licensing program also qualifies for participation in Open Product Fulfillment: Media must be acquired separately from Microsoft Worldwide Fulfillment or Value Non-Companywide and Open Value Companywide. through authorized distributors (depending on the geography). Pricing: Minimum of five License and Software Assurance or Software Assurance–only orders. In Software Assurance: Option to add Software Assurance at the time of acquiring the license EMEA, a volume discount applies to customers who order licenses for at least 250 PCs through Online Services:1 Not offered their initial order. Agreement Term: Three years, renewable open value Non-Companywide Number of Desktop PCs: 5 or more Payment Options: Annual payments or up front Organization Benefits:Open Value Non-Companywide offers simplified license management How to Buy: A broad reseller channel for more control over your customer’s IT investment and better management of software costs Product Fulfillment:One copy of media is shipped free upon the initial order of every product. with the advantages of Software Assurance. Additional media must be obtained separately at an additional cost. Customers can also Products Included: All commercially available Microsoft software products on the product list download software from Microsoft Volume Licensing Services (https://licensing.microsoft.com/). Licensing Offerings: License and Software Assurance (L&SA), and Software Assurance renewals Software Assurance: Software Assurance is included at the time of acquiring the software license and can be used immediately throughout the term of the licensing agreement. Software Maintenance Option: Each License and Software Assurance order counts as one order toward initial minimum of five License and Software Assurance orders. Subsequent orders can be Online Services: Offered as small as one License and Software Assurance order. Renewal of Software Assurance coverage acquired through any Microsoft Volume Licensing program also qualifies for participation in Open Online Services refers to applications hosted at Microsoft Data Centers whose client bits may or may not be Value Non-Companywide and Open Value Companywide. installed locally. They are priced monthly and billed annually for the term of the agreement, for example, Office Live Meeting, Microsoft Exchange Hosted Services, Forefront (formerly Antigen).

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Open Value Subscription Select License Number of Desktop PCs: 5 or more Number of Desktop PCs: Organizations with fewer than 250 PCs are unlikely to purchase enough software to meet minimum purchase requirements. Organization Benefits:Open Value Subscription offers the lowest upfront costs of all Open programs with the flexibility to reduce the licensing costs in years when the customer’s PC Organization Benefits: Select License recognizes the customer upgrade cycle and allows for the count declines. potential of a greater point forecast. Volume price levels are established for each pool of products (applications, systems, or servers) based on a three-year software forecast that makes it easier to Products Included: Microsoft Professional Desktop Platform Products: 2007 Microsoft Office adapt a customer’s technology strategy and evolving business needs. Professional Plus, Windows Vista Enterprise, Core CAL Suite or Small Business Desktop Platform Products: 2007 Microsoft Office Small Business, Windows Vista Enterprise, Small Business CAL Products Included: All commercially available Microsoft License and Software Assurance Suite. Additional software products are available as needed. software products on the product list Licensing Offerings: License and Software Assurance and Buy-out Option Licensing Offerings: License, License and Software Assurance, and Software Assurance for renewals or eligible original equipment manufacturer (OEM) and full packaged product Software Maintenance Option: Each License and Software Assurance order counts as one (FPP) purchases order toward initial minimum of five License and Software Assurance orders. Subsequent orders can be as small as one L&SA order. Software Maintenance Option: Ability to acquire Software Assurance throughout the three-year agreement term and renewals, but only at the time of license acquisition (License Pricing: Minimum of five License and Software Assurance orders. In EMEA, a volume discount and Software Assurance) or renewal of Software Assurance. Coverage runs to the end of the applies to customers who order licenses for at least 250 PCs through their initial order. agreement term. Agreement Term: Three years, renewable Pricing: Each product offering (License, Software Assurance, and License and Software Payment Options: Annual payments for License and Software Assurance (not for Buy-out) Assurance) is assigned specific point values to determine price levels. Points are calculated based How to Buy: A broad reseller channel on three product pools, with a minimum three-year forecast of points to be acquired for each price level: Product Fulfillment:One copy of media is shipped free upon the initial order of every product. Additional media must be obtained separately at an additional cost. Customers can also download § Level A: 1,500–11,999 points § Level C: 30,000–74,999 points software from Microsoft Volume Licensing Services (https://licensing.microsoft.com/). § Level B: 12,000–29,999 points § Level D: 75,000 plus points Software Assurance: Software Assurance is included at the time of acquiring the software license Agreement Term: Three years, renewable and can be used immediately throughout the term of the licensing agreement. Payment Options: Annual payments for License and Software Assurance and Software Online Services:1 Offered Assurance only How to Buy: Microsoft Authorized Large Account Resellers only Product Fulfillment: Each enrollment receives one introductory Product Fulfillment Kit that contains an initial set of media for the product pools and language groups selected. Updates are provided throughout the agreement term. Customers can also download software from Microsoft Volume Licensing Services (https://licensing.microsoft.com/). Software Assurance: Option to add Software Assurance at the time of acquiring the license Online Services: Offered

Online Services refers to applications hosted at Microsoft Data Centers whose client bits may or may not be installed locally. They are priced monthly and billed annually for the term of the agreement, for example, Office Live Meeting, Microsoft Exchange Hosted Services, Forefront (formerly Antigen).

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Enterprise Agreement Enterprise Subscription Agreement Number of Desktop PCs: 250 or more Number of Desktop PCs: 250 or more Organization Benefits:The Enterprise Agreement offers substantial cost savings over standard Organization Benefits: The Enterprise Subscription Agreement offers substantial cost savings license pricing, as well as simplified license and budget tracking through a single agreement. With over standard license pricing on a subscription basis, allowing customers to acquire only what the Enterprise Agreement, a customer can easily deploy the latest Microsoft technology across they need when they need it, as well as simplified license and budget tracking through a single the enterprise to help enable IT standardization. agreement. With the Enterprise Subscription Agreement, customers can easily deploy the latest Microsoft technology across their enterprise to help enable IT standardization. Products Included: Microsoft Enterprise Desktop Platform Products: 2007 Microsoft Office Enterprise, Windows Vista Enterprise, and Microsoft Enterprise Client Access License Suite or Products Included: Microsoft Enterprise Desktop Platform Products: 2007 Microsoft Office Microsoft Professional Desktop Platform Products: 2007 Microsoft Professional Plus, Windows Enterprise, Windows Vista Enterprise, and Microsoft Enterprise Client Access License Suite or Vista Enterprise, and Microsoft Core Client Access License Suite. Additional software products are Microsoft Professional Desktop Platform Products: 2007 Microsoft Professional Plus, Windows available as needed. Vista Enterprise, and Microsoft Core Client Access License Suite. Additional software products are available as needed. Licensing Offerings: License and Software Assurance (L&SA), and Software Assurance renewals. Licensing Offerings: License and Software Assurance and Buy-out Option Software Maintenance Option: Software Assurance is included as part of the Enterprise License. Software Assurance coverage runs to the end of the agreement term. Software Maintenance Option: Software Assurance is included as part of the Enterprise License. Software Assurance coverage runs to the end of the agreement term. Pricing: Price levels based on the number of qualified computers in the enterprise: § Level A: 250–2,399 computers § Level C: 6,000–14,999 computers Pricing: Price levels based on the number of qualified computers in the enterprise: § Level B: 2,400–5,999 computers § Level D: 15,000 plus computers1 § Level A: 250–2,399 computers § Level C: 6,000–14,999 computers § Level B: 2,400–5,999 computers § Level D: 15,000 plus computers1 Agreement Term: Three years, renewable Agreement Term: Three years, renewable. Payment Options: Annual payments for all items (L&SA, SA-only) ordered initially only. True-up Payment Options:Annual payments for License and Software Assurance (not for Buy-out). payments for growth. How to Buy: Direct relationship with Microsoft, supported by Authorized Enterprise Software How to Buy: Direct relationship with Microsoft, supported by Authorized Enterprise Software Advisors. In some geographies through Microsoft Authorized Large Account Resellers. Advisors. In some geographies through Microsoft Authorized Large Account Resellers. Product Fulfillment: Each enrollment receives one introductory Product Fulfillment Kit that Product Fulfillment: Each enrollment receives one introductory Product Fulfillment Kit that contains an initial set of media for the product pools and language groups selected. Updates are contains an initial set of media for the product pools and language groups selected. Updates are provided throughout the agreement term. Customers can also download software from Microsoft provided throughout the agreement term. Customers can also download software from Microsoft Volume Licensing Services (https://licensing.microsoft.com/). Volume Licensing Services (https://licensing.microsoft.com/). Software Assurance: Software Assurance is included at the time of acquiring the software license Software Assurance: Software Assurance is included at the time of acquiring the software license and can be used immediately throughout the term of the licensing agreement. and can be used immediately throughout the term of the licensing agreement. Online Services: Offered Online Services:1 Offered

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Open License Open License Program Overview Open Business Open Volume There are several types of Open License program options — Open Business, Open Volume, Academic Open License, and Government Open License (where available). Customer Profile: Organizations1 Customer Profile: Organizations1 that need licenses worth at that need five or more licenses least 500 points2 § Open License programs map to the needs of corporate, small, and medium-sized businesses. § The Open License programs share many of the same features but provide organizations with Software License Options: § License § SA, which can be used for enhancing an OEM license, for additional options. § Licenses with Software Assurance enhancing an FPP (Windows or server product), or as an § Software Assurance (SA) is optional in all flavors of the Open License program. Customers who SA renewal wish to obtain SA are in many cases better off choosing Open Value (discussed below). Agreement Term: The two-year agreement term begins with each new initial order.

Open Business: Payment Options: Full two-year payment due upon order § Offers savings on estimated retail prices of full packaged products. Minimum Order: Minimum Order: Initial order of 500 points3 in each product § Can be opened with any combination of five licenses or one server processor license; a license Initial order of five software licenses pool for which the customer wishes to enter into an agreement with SA counts as two licenses. or one server processor license § Applications: Office family products, development tools § Additional orders against the Open Business may be for as few as one license. § Systems: Windows Vista Business upgrade licenses and SA § Servers: all server-related licenses including CALs and Processor Licenses Open Volume: § Offers additional savings to organizations that can meet the initial license order quantities in Renewal Options: Open License agreements are nonrenewable. Customers may start a new Open License Business or other Volume License agreement at any time. one or more product pools (applications, systems, servers). § Uses product pools and points to establish the entry minimum of 500 points. Renewal Period: To renew SA coverage, customers must place a new order for SA within 90 days after their Open License agreement term expires.

Software Assurance is available for licenses at the time of order. All Software Assurance begins at Reorder Minimums: One license Reorder Minimums: One license and/or SA within the initial the time of order and ends when the Open License agreement term ends. and/or SA throughout the two-year product pool at the same price level throughout the two-year agreement term agreement term Details on academic, charity, government, and other Open License programs are on page 15. Software Media: Media is separate from licenses and may be ordered with the initial order or acquired later. Please see the following page for details. Order/License Tracking: Microsoft assigns an authorization number and posts order confirmations on the eOpen Web site at https://eopen.microsoft.com/, and sends an authorization number and physical order confirmations directly to the customer in many regions.

1 Entities cannot combine their initial license requirements when placing the initial order. Parent companies (or other related entities) must place the initial orders to set the price level (Open Business or Open Volume). All affiliated companies under the parent company and in the same territory may use the same Open License authorization number for reorders. 2 See point values overview for details on Open Volume at www.microsoft.com/licensing/programs/open/default.mspx. 3 For details on points and pools, see www.microsoft.com/licensing/programs/open/default.mspx. For an up-to-date list of products that are available through Open License as well as the number of points of each product, refer to the Product List which can be found on www.microsoftvolumelicensing.com.

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Partner Opportunity for Open License Customer Profile

Why recommend Open License? OPen Business Open Volume Offer Volume Pricing to your customers — Open Business and Open Volume can extend your Best for customers who: In addition to the Open Business profile, customers’ software procurement budget in comparison to retail options, freeing more IT budget § Are acquiring five or more licenses customers who: for your services and deployment opportunities. Note that Open Value can further reduce initial § Appreciate the advantages of Volume Licensing, such Need a large volume of software* as downgrade rights and easier license management cost through spread payments. Customer Talking Points in addition to § Don’t mind paying upfront for their software licenses the ones for Open Business: Cross-sell Software Assurance (SA) — Include SA benefits in the needs and solution discussion, § Want increased savings over retail prices § One license contract for all orders make SA an indispensable part of the solution. SA is available through (not automatically included § Want the option to acquire licenses without having (in qualifying pools) with) the acquisition of a license in Open Business and Open Volume. Adding SA to licenses can SA added on automatically § Ability to acquire licenses with additional savings over Open Business strengthen your solution proposal, but should be discussed early in the sales cycle. (See page 29 Customer Talking Points: for complete SA details.) § One license contract for all orders § Two-year agreement term with a price level established for additional § Ability to acquire licenses with savings over retail Establish your company as the order source — The Open License program allows additional acquisitions over the two-year term § Two-year agreement term with the ability to obtain orders at the same price level under the initial authorization number, which is tracked in eOpen. more licenses during the two-year term *See point values overview for details on Open Volume at www.microsoft.com/ Make sure your customer understands how easy the procurement process and transaction § Easier compliance management with electronic tracking are under a single Open License authorization number, which becomes the source for all license management licensing/programs/open/default.mspx. additional license acquisitions. Simplify Software Asset Management for you and your customers — eOpen provides an electronic record of your customers’ Microsoft software transactions that cannot be lost or Step-by-step Order Process misplaced. eOpen allows viewing of each Open License transaction within an authorization Open Licenses are ordered through a distribution channel. number, including licensee data, transaction/return details, Open License authorization numbers, For details on how to become a reseller, see page 3. Steps to order in the Open License Volume License Keys, access to SA benefits such as the Home Use Program for desktop program are: applications, and other Open License information. Your customers may designate you to view and manage their licensing information on eOpen. 1. Determine which licenses (and SA, as appropriate) are required for the customer solution. Provide simpler deployment, upgrading, and patching with Volume Licensing Keys 2. Identify license part numbers for the Open License program. (VLKs) — Deployment, upgrading, and patching software can be easier with the use of VLK, rather 3. Place an order for licenses with a distributor. than FPP media, which requires a product ID code for each license. VLKs allow you to perform multiple installations without having to enter a unique product ID code each time, saving you time 4. The distributor places an order electronically with Microsoft. and facilitating centralized deployment with disk imaging and software distribution. 5. Microsoft posts customer information, license confirmation, and VLKs to the eOpen Web site. 6. The lead customer contact is sent a notification of the order within 48 hours. 7. The customer may go to eOpen to get VLKs for software and administer SA benefits. § eOpen help may be accessed from the drop-down menu. § Customer may give a partner eOpen access and administration rights. 8. Many distributors have sites where the reseller may review the transaction.

If the customer needs media for Open Licenses, he or she must order media for an additional cost.

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Central and Latin America, the Caribbean Open License Frequently Asked Questions Once the customer has received a notification of his or her Open License order from Microsoft, Where can my customer get Volume License Keys? he or she may order Volume Licensing media through a Customer Services Center. See Please see page 3 for details on Volume License Keys. www.microsoft.com/latam/contactenos.asp for Customer Services Center telephone numbers and hours of operation. How do I determine if my customer qualifies for Open Volume? Upon placing the order, the customer receives an invoice. Upon receipt of the payment, Microsoft Open Volume incorporates product pools and points to determine eligibility. sends the media to the customer within seven days. Customers may contact their Customer 1. Aggregate customer license needs by pool. Service Center for the status of their media order or other questions. 2. Calculate points by pool. Europe, Middle East, and Africa 3. Compare pool points for minimum qualification of 500 points. § Media should be ordered with the initial order with the licenses, but can also be ordered up to one month after the end date of the Open License agreement. If my customer acquires new licenses with SA during the term of the Open License § Media and documentation part numbers are available from distributors. agreement, when does the Software Assurance for the licenses end? § Both current and downgrade license media may be ordered. Current (N) and next prior (N-1) The SA for all licenses in an agreement ends when the agreement term ends, regardless of when versions are maintained; older versions than N-1 may not be available. the SA was acquired. Many customers find the best value for L&SA acquisitions through the Open Value program or by initiating new Open License agreement authorizations with each major L&SA acquisition.

If a customer’s Open Business or Open Volume agreement expires, how soon must the SA for the licenses on the expiring agreement be renewed? To renew SA coverage, customers must submit a new Open License order for Software Assurance for all copies of all software for which they wish to renew coverage within 90 days after their authorization number expiration date.

What does the Open License agreement authorization expiration signify? Media Order Process The two-year Open License agreement term covers an order authorization during which customers may acquire additional licenses at the same price level without having to initiate a new agreement. Open License customers own their licenses and have perpetual use of the software view licenses on web site licensed under the Open License agreement as of the time the licenses are acquired.

What is media and why do I have to acquire it separately in some instances and not others? Volume License (media) CDs — Microsoft software CDs ordered through resellers or direct — will be the only media available for multiple installations under the terms of an Open License agreement. Volume License media for Windows Vista and XP, the 2007 Office release and Office 2003, Windows Server 2003 and 2003 R2, and for Windows Small Business Server 2003 and 2003 R2 do not include a product key. To use Volume License media kits for these products, Open License agreement customers will need to acquire licenses and then receive a Volume License Key. Please note that retail media will not accept Volume License Keys.

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What is eOpen? Open Value The eOpen tool is used to access agreement, license, and benefit information for Open License. eOpen provides: Open Value is the most cost-effective way for small and medium-sized organizations to purchase Microsoft software. The Open Value program is available with three options: § Online access to the license agreement and Product Use Rights (PUR). 1. Open Value Non-Companywide § Easier software asset management with easy access to transaction history, including acquisitions, reorders, and returns. 2. Open Value Companywide § Access to Volume License Keys. 3. Open Value Subscription § SA benefits viewing and management. Open Value Non-Companywide When Microsoft accepts an Open License order, the authorization number and license number Open Value Non-Companywide provides a simplified license update process that enables are created and posted to eOpen within 24 hours, reflecting the updated license status. The customers to: customer will receive an e-mail message when an initial order is processed. Customers need Place an initial purchase order for at least five Licenses with Software Assurance (L&SA) or their authorization number, license number, and a Microsoft Live ID or Passport to access eOpen. SA-only if the customer wishes to renew SA or enhance OEM licenses or FPP as discussed in the For details on and steps to managing eOpen for your customer, see the SA FAQ beginning on next two paragraphs. page 32. Renew SA through Open Value until 90 days after the previous SA coverage ends. Can customers reach the Open Volume price level by combining products from different Add SA to an OEM license or to a Full Packaged Product (FPP — desktop operating systems product pools? and server products only) that was bought fewer than 90 days ago. No, for a new Open Volume agreement, an initial purchase order must be placed of at least 500 points in the product pool for which the customer wishes to enter into an agreement. Perform a monthly count of installed copies and then order additional licenses if needed. Pay the initial installment upon ordering the licenses, and pay subsequent installments once Can customers reach the Open Volume price level by placing sufficient reorders on their per annum on the anniversary of the three-year agreement (“spread payments”). Open Business agreement? No, only the initial purchase order determines the customer’s price level. Benefit from Software Assurance, which helps customers keep their costs low and can provide additional business opportunities (see page 29 for SA partner opportunities). Retain the licenses When must customers order licenses through Open License? at the end of the third year (“perpetual licenses”). Licenses must be ordered prior to installation. Open Value Companywide Are customers notified before SA ordered through Open License expires? Open Value Companywide enhances Open Value in several ways because it allows customers who have at least five PCs to: Yes, Microsoft sends an e-mail message to the notices contact that the reseller specified on the initial purchase order. This message may be discarded by a spam filter, or the contact person Standardize software across their qualified PCs. might have changed, so Microsoft cannot guarantee that the customer receives such Choose from the Small Business Platform (Windows Vista Business Upgrade with the right a notification. to install Windows Vista Enterprise, Office Small Business 2007, Windows Small Business Server 2003 Client Access License–CAL) and/or from the Professional Desktop Platform (Windows Vista Can SA be added to licenses that were bought through Open License without SA? Business Upgrade with the right to install Windows Vista Enterprise, Office Professional Plus 2007, No, the choice between a license-only or a license with SA must be made when purchasing Core CAL, which combines the Windows CAL, Exchange CAL, Office SharePoint® Server CAL and the license. Systems Management Server CML). In the Open Value agreement (Non-Companywide and Companywide use the same Additional Resources agreement, which you can find on https://eagreements.microsoft.com), choose the To find out more about Microsoft products, services, and support options, or to find further Companywide Option for any of the platform components listed earlier. details on any Microsoft Volume Licensing offering, visit www.microsoft.com/licensing/. Receive savings for platform components on which they want to standardize. For partner information and resources on Open License, visit www.microsoft.com/partner/licensing. Receive additional platform savings if they choose the entire Small Business or Professional Desktop Platform.

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If they choose Office Small Business 2007: Step up any number of Office licenses to Office Partner Opportunities Professional Plus. “Open Value helps us get new clients and gives us a three-pronged If they choose Office Professional Plus 2007: Step up any number of Office licenses to Office Enterprise. opportunity to build our business: recurring license revenues, larger EMEA only: Receive an additional volume discount if they enter into the agreement for at least immediate sales, and incremental service contracts.” 250 PCs. — Matt Scherocman, Director, IT Advisor Group Receive additional Software Assurance benefits. Receive complimentary media kits for all products ordered through the Open Value agreement. Enhance customer relationships Open Value programs provide ongoing opportunities to connect with your customers. As a result, you can develop stronger, deeper value-added relationships. You also gain better visibility into Open Value Subscription future projects, enabling you to deeper solution stacks, additional service contracts, and other Open Value Subscription is similar to Open Value Companywide. For many customers, though, services that you provide. Open Value Subscription can be more cost-effective and easier to manage because it: Provides a nonperpetual license valid for the three-year agreement term (rented licenses) Decreased license costs can help increase your services revenue and hence offers substantially lower license costs throughout the duration of the agreement. When customers spend less on software licenses, a greater share of their IT budgets can be spent Offers customers platform savings if they choose the entire Small Business or Professional on larger deployments and additional services you can provide. Open Value can spread payments, Desktop Platform. facilitating larger deployments your customers may not have previously budgeted.

Includes a license buy-out option at the end of the agreement term allowing customers to Increase total revenue with each customer turn nonperpetual licenses into perpetual ones. The three-year Open Value agreement can map to your three-year service contract. Adding Requires annual instead of monthly ordering for the Small Business or Professional Desktop services to Open Value increases your visibility to your customer and strengthens your customer’s platform products. relationship and mutual commitment, allowing you to see more technology opportunities with your customer. Provides the ability to not only increase but also decrease the number of licenses if the number of PCs diminishes (licenses must be ordered for at least five PCs). Open Value comes with Software Assurance that enables you to offer additional consulting services, creating opportunities for long-term relationships. An ongoing relationship helps you Includes a significant Up-to-Date Discount (UTD) for the first year invoice for any license for better understand your customers’ technology landscape, and buying timeline — helping your the current (N) or previous (N-1) version of the selected Small Business or Professional Desktop sales planning and prospecting efforts. platform product.

“We have deepened our relationships with customers, raised training deliveries by 200 percent, tripled our asset services revenues, and noticed a sharp increase in customers signing up for Software Assurance.” — Darren Spence, IT Solutions Product Manager, Bytes Technology Group

Better facilitate software acquisition by your customers Open Value flexible payments reduce customer price barriers and allow you to close deals faster. You also free up your customer’s budgets for a wide array of other products and services that you can provide.

Maintain compliance Open Value can help ensure customer compliance. However, compliance can prove challenging for your customers to manage. This challenge introduces additional opportunities for you to step in as the customer’s trusted advisor. By offering your software license administration and management services, you can deliver peace of mind to your customers. Read how other partners have incorporated Open Value into their businesses at https://partner.microsoft.com/global/licensing/licensingprograms/40032367.

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Open Value Subscription Promotion Open Value Subscription Customer Profiles and Talking Points Open Value Customer Profiles and Talking Points Profiles: Profiles: § Has at least five PCs and wants to standardize on the Small Business Platform, Professional Desktop Platform, or one or two platform components § Initially needs at least five licenses (L&SA or SA-only for renewal or recent purchase of OEM licenses) § Prefers to streamline license management through annual ordering of companywide products, monthly ordering of other products, or upgrade and downgrade rights § Prefers to streamline license management through monthly ordering, and upgrade and downgrade rights § Wants the flexibility of nonperpetual licenses, such as the ability to reduce the number of licenses if the customer’s number of PCs decreases § Prefers to make spread annual payments or upfront payments § Wants to reduce three-year license cost through the use of nonperpetual licenses, the Platform § Prefers to own the rights to the software even after the license agreement term has expired Discount, and the Up-to-Date Discount § May need to license across multiple legal entities within the same territory (see § Prefers to make spread annual payments www.microsoft.com/licensing/programs/open/openregional.mspx for a list of territories) § May need to license across multiple legal entities within the same territory Customer Talking Points: (see www.microsoft.com/licensing/programs/open/openregional.mspx for a list of territories) § We can simplify your license management with a single three-year agreement for all your § Prefers to lease the software for a period of three years purchases within the territory. § With Open Value, you can minimize your upfront costs by spreading payments. Customer Talking Points: Same talking points as Open Value Companywide, plus: § Convenient monthly ordering helps facilitate your purchases and acquisitions. § Nonperpetual licenses and the Up-to-Date Discount minimize your upfront costs. § To start the program, you only need to obtain five licenses with Software Assurance (L&SA or § Annual ordering of platform products helps simplify license management. SA-only). § You can reduce your number of licenses when your number of desktops decreases. § Open Value comes with multiple Software Assurance benefits such as eLearning, the Home Use § We simplify your budgeting for platform products and previously ordered additional products. Program for Office and other applications, Cold Backup Servers, and training vouchers. § Open Value includes complimentary media kits. Step-by-step Process To Order Open Value is ordered through a distribution channel. For details on how to become a reseller, Open Value Companywide Customer Profiles and Talking Points see page 3. To order in the Open Value program, follow these steps: Profiles: 1. Use the License MPLA (see page 3) for defining the customer’s solution and identify § Has at least five PCs and wants to standardize on the Small Business Platform, Professional licenses required. Desktop Platform, or parts thereof 2. EMEA-only: For Open Value Companywide and Open Value Subscription, determine the price § Wants to reduce license costs through standardization and the Platform Discount level based on the initial number of PCs. Customers who have at least 250 PCs at the start of § Prefers to streamline license management through monthly ordering, and upgrade and their agreement qualify for a volume discount on the companywide products they select. downgrade rights 3. Configure and complete the agreement electronically on the eAgreements tool at § Has the option of paying upfront or making spread annual payments https://eagreements.microsoft.com/. A Passport is required. At this stage, the reseller and § Prefers to own the rights to the software even after the license agreement term has expired distributor details must be entered. § May need to license across multiple legal entities within the same territory (see www.microsoft.com/licensing/programs/open/openregional.mspx for a list of territories) 4. Complete the agreement and submit it to the end customer to sign electronically online on the eAgreements tool. During this process the Open Value agreement number is assigned. Customer Talking Points: Same talking points as Open Value, plus: 5. Place an order for licenses with a distributor quoting the Open Value agreement number. § We can streamline license management through desktop standardization. § Open Value offers you a choice between Small Business Platform and Professional 6. The distributor places an order electronically with Microsoft. Desktop Platform. 7. Microsoft posts customer information, license confirmation, and Volume License Keys (VLKs) to § You can add any number of licenses for additional products. the MVLS Web site at https://licensing.microsoft.com. § We can help save you money through spread payments and Platform savings. 8. Microsoft sends Volume Licensing media kits directly to the customer. § We simplify your budgeting for platform products and previously ordered additional products.

Australia and New Zealand use a different channel. For details visit: www.microsoft.com/australia/licensing/byorg/smallmedium.aspx.

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Spread Payments Invoicing Open Value Non-Companywide and Open Value Companywide: For Open Value, the invoices are generated after receipt of a purchase order. The reseller sends invoices to the customer for licenses on the initial order at the start of the § The customer places purchase orders with you as his or her reseller, you place a purchase first, second, and third years. order with your distributor, and your distributor places a purchase order with Microsoft. For licenses that are ordered during the first or second year, the reseller sends an invoice to § After Microsoft invoices your distributor, you receive an invoice from your distributor, and the customer for the first installment upon receipt of the customer’s purchase order. Payments for you send an invoice to your customer. the second (for orders in year one) and third year are included in the anniversary invoices for the initial set of licenses. Notifications — Annual and Anniversary Open Value customers will receive several notifications during the term of the agreement. For licenses that are ordered during the third year, the reseller sends an invoice to the customer upon receipt of the customer’s purchase order. No spread payments are offered for The reseller will be copied and distributor blind-copied on all notifications, except the MVLS licenses ordered in the third year. Only for licenses added in the last month of the agreement will invitation letter. payments be due at the end of the third year of the agreement. Anniversary and expiration notification include part numbers and quantities according to their last order Open Value Subscription Notifications may be e-mail messages or hard-copy letters as required. Customers indicate the number of qualified PCs and additional products to license. All qualified PCs must have at least one platform product as indicated on the agreement. Anniversary notifications from Microsoft reminding Open Value customers that the annual purchase orders are sent: Open Value subscription option licenses are invoiced annually. Companywide products such as Office Professional Plus are invoiced for all qualified PCs based on an annual count. Additional § 45 days prior to the agreement’s anniversary. products are invoiced according to the quantity of software ordered to date. Additional products § On the agreement anniversary date if no purchase order has been received. such as Visio® must be ordered in the month they are put in use. § 30 days after the agreement anniversary date if no purchase order has been received. At the end of the agreement term: § 60 days after the agreement anniversary date if no purchase order has been received. This notification is only sent as a hard copy and explains that the agreement has been terminated. § Licenses may be renewed into another subscription. § The customer may opt to “buy out” his or her licenses. Renewal notifications from Microsoft reminding Open Value customers of the renewal are sent: § The customer may discontinue using the software and remove it from his or her hardware. § 180 days prior to the agreement expiration date if no purchase order has been received. § 60 days prior to the agreement expiration date if no purchase order has been received. § 30 days prior to the agreement expiration date if no purchase order has been received. § Expiration date if no purchase order has been received. § 30 days after expiration if no purchase order has been received. This notification is only sent as a hard copy and explains that the agreement has been terminated.

For each purchase order that is placed initially or during the first or second year, a customer can decide to pay upfront instead of using spread payments. The price list contains different prices for licenses ordered in years 1, 2, and 3. Prices are shown for spread payments and for upfront payments. Open Value Non-Companywide only provides price protection for subsequent payments — that is, if a customer chooses spread payments, the price on the second and, if applicable, third invoice will be the same as the one on the first. Open Value Companywide also provides price protection for the companywide products that the customer selects. In both cases, Microsoft guarantees pricing to its distributor, and it is assumed that the distributor guarantees pricing to the reseller, and the reseller guarantees pricing to the customer.

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Program Comparison Chart Additional Links OPen Value subscription Companywide Non-companyWide Read more about Open Value on Customer Profile: www.microsoft.com/licensing/programs/open/openvalue.mspx. Organizations with as few as five PCs Organizations with as few as Organizations that need five Complete the electronic Open Value agreement on https://eagreements.microsoft.com. that are interested in standardizing five PCs that are interested in or more licenses on (components of) the entire Small standardizing on (components Read more about Software Assurance on Business Platform or Professional of) the Small Business Platform www.microsoft.com/licensing/programs/sa/default.mspx. Desktop Platform, and want the or Professional Desktop Platform, Visit MVLS at https://licensing.microsoft.com/. advantages of SA, the ability to spread and want the advantages of payments annually, and the flexibility SA, and the ability to spread and short-term cost reduction of payments annually Open Value Frequently Asked Questions nonperpetual licenses Can customers use multiple resellers for an Open Value agreement? Entities: Entities within a territory can share an agreement.* No, for every Open Value agreement one reseller and one distributor are set. Software License Options: § L&SA § Licenses with Software Assurance Can customers change their reseller for an Open Value agreement? § License buyout option at end of § SA (used for SA renewal, for enhancing OEM licenses, or for Yes, a form is available to change a customer’s reseller or a reseller’s distributor. agreement term enhancing FPPs other than applications) Agreement Term: Three years Can the Companywide option be added to an existing Open Value Non- Price Levels: 1 (EMEA, plus a price level C for companywide products) 1 Companywide agreement? No, the Companywide option and any applicable savings may only be selected when initiating Discounts: the agreement. Open Value Companywide and Open Value Subscription are based on entity- § Companywide savings § Companywide savings None § Significant first year Up-to-Date § Additional savings with the wide standardization. discount entire platform What happens if the customer acquires or founds a new entity? Payment Options: When entering into an agreement based on entitywide standardization (Open Value Annual subscription payment Payments spread annually (optional upfront payment) Companywide and Open Value Subscription) customers have three options: Minimum Order: § Minimum of five desktops with L&SA Minimum of five desktops with Minimum initial order of five Not to include any affiliates L&SA or SA-only licenses (L&SA or SA-only) § Include only a specific set of affiliates § Standardization: Include all affiliates within the territory plus all affiliates that will be founded or acquired Must cover all qualified desktops No mandatory standardization during the agreement term Renewal Options: Renewable for a three-year term If the customer chooses the third option, then new affiliates are automatically covered by Renewal Period: the Open Value agreement. Depending on the type of agreement, licenses for the selected To renew license and SA coverage, To renew Software Assurance coverage, customers must companywide products must be ordered at the end of the month (Open Value Companywide) or customers must submit a renewal submit a renewal order for SA within 30 days after the on the next anniversary of the agreement (Open Value Subscription). order for L&SA within 30 days after previous term expires. the previous term expires. Can customers who choose Open Value Companywide or Open Value Subscription mix Reorder Minimum/ True Up or True Down Small Business and Professional Desktop platform products? § L&SA for one software item § No reorder minimum No reorder minimum Yes, a customer may, for instance, decide to standardize on Office Professional Plus (a § True-down or true-up. § No true-down Professional Desktop platform product) and the Windows Small Business Server CAL (a Small § § No true-up limit No true-up limit Business platform product). Customers who mix platform components would not be eligible for § True-down to as few as five PCs any the platform savings. The server license for Windows Small Business Server (WSBS) is always Software Media: Microsoft provides platform software media, such as CDs, for all products ordered. sold with five CALs. Order and License Tracking: Microsoft assigns an agreement number and posts order confirmations on the MVLS Web site. *Legal entities X and Y can share an agreement if X owns Y, Y owns X, or X and Y are under common ownership. “Ownership” is defined as having more than 50 percent of the controlling stock.

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Can customers who choose Open Value Companywide or Open Value Subscription order in service. For example, for Windows Vista Business and Office Professional 2007 or Office Small fewer WSBS CALs in order to avoid overlicensing? Business 2007 OEM licenses, the customer should order Software Assurance before the end No, under the current program rules customers must order the SBS CAL for each qualified of the month in order to maintain entitywide standardization for those products. Customers desktop. Customers who want to benefit from the saving offered with standardization must order may not use Office Small Business OEM licenses with SA if their companywide product is Office Small Business or Professional Desktop Platform component products for all desktops. Professional Plus.

Can Open Value customers order ingredients of the Core CAL, for instance the Windows Can Open Value customers who have licenses with Software Assurance renew SA through CAL plus the Exchange CAL? Open Value and avoid having to pay for licenses again? Customers who choose Open Value subscription option can choose to license the Core CAL Yes, Open Value Non-Companywide and Open Value Companywide offer SA-renewal part or the Windows Small Business Server CAL. The components of the Core CAL (Windows CAL, numbers for customers who have licenses with unexpired Software Assurance. Exchange Standard CAL, Office SharePoint Server Standard CAL and Systems Management Server CML) are only available through Open Value Non-Companywide. Can Open Value customers reduce the number of licenses during their agreement? Only Open Value Subscription allows a license “true-down” for platform products on qualified Can Open Value customers who wish to standardize on Office choose a mix of Office PCs and additional products in the organization covered by the agreement. editions, for instance Office Enterprise and Office Professional Plus? § Platform products: an annual purchase order for a smaller number of licenses is allowed if Yes, customer can select an Office edition such as Office Professional Plus as a companywide the amount of qualified desktops has diminished. The minimum number of licenses product and then obtain Office Enterprise step-up licenses for any number of PCs. is five. § What determines the number of desktops for customers who have chosen to standardize Additional products: an annual purchase order for a smaller number of licenses is allowed through Open Value Companywide or Open Value Subscription? if the number of installations has decreased. There is no minimum number of licenses. Customers who wish to standardize must order licenses for the companywide products that they have chosen for all qualified devices that can run any of these products. Customers can however Under Open Value Non-Companywide and Open Value Companywide the number of licenses decide not to order licenses for: cannot be reduced, for platform products or for additional products. § PCs that are used as a server. § Devices that contain an embedded operating system such as thin clients and Pocket PCs. If a customer chooses Windows Vista Business upgrade as a companywide product in his § Devices that are only used for a line of business application, for instance a hotel Open Value Companywide or Open Value Subscription agreement, for which operating management system. system must his PCs be licensed? When entering into the agreement, the customer’s PCs must be licensed for Windows Vista If customers decide not to order licenses for devices that fall into one of the aforementioned Business, Windows Vista Ultimate, Windows XP Professional, Windows XP Tablet PC Edition, categories, then required licenses for these devices (if any) such as Windows CALs must be Windows 2000 Professional, Windows NT® Workstation 4.0, Windows 98 (including Second ordered through another type of agreement such as Open License or Open Value Edition), IBM OS/2, or Apple Macintosh. Once the agreement has been signed, new or Non-Companywide. replacement PCs must be bought with Vista Business, Windows Vista Ultimate, Windows XP Professional, or Windows XP Tablet PC Edition. Please refer to the Product List (available through Can customers who choose Open Value Companywide use OEM licenses in order to meet www.microsoftvolumelicensing.com) for details. the standardization requirement? No, however at the start of the agreement, customers with OEM licenses only need to acquire SA If a customer orders additional licenses between anniversaries, must he or she then pay for those licenses if: for the entire year? Yes, in order to keep the Open Value program easy to sell, licenses and Software Assurance are § The OEM license was acquired within 90 days. priced in one-year increments. § The OEM license was acquired more than 90 days ago and SA was added through an agreement that has not yet expired or expired fewer than 90 days ago. If the number of the customer’s PCs increases, PCs with OEM licenses meeting the above criteria can be used to satisfy the requirements of the agreement if the customer orders Software Assurance to maintain entitywide standardization before the end of the month the PC is placed

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Can Open Value customers order products that were not previously ordered? § Customers who wish to renew their Open License Value agreement are advised to Yes, under Open Value Companywide and Open Value Subscription, the set of Small Business do so through Open Value Non-Companywide or consider standardization through Open Platform and Professional Desktop platform products is set at the start of the agreement. Value Companywide. In both cases, customers only need to obtain SA-renewal and do not Any platform products ordered for Open Value subscription agreements must be ordered have to buy licenses again. Companywide. Any Enterprise Products or additional products for Open Value Companywide § Customers who wish to renew their Open License Value agreement with can be added until the agreement expires. Any savings for Companywide standardization and companywide option are advised to do so through Open Value Companywide and only platform are only available when initiating the order. need to obtain SA-renewal.

Allowable Additions to Existing Agreement Customers with OLV agreements will be supported through the term of their agreement. There License Type Platform Product Additional Product are no reasons for considering an early renewal.

Open Value Subscription No Yes EMEA Only: Is it true to say that Open Value replaces Multi-Year Open License (MYO) and Open Subscription License (OSL)? If so, should customers who have a MYO or OSL Open Value Companywide No Yes consider an early renewal of their agreement? Yes, customers can add any product. No distinction Yes, as of January 1, 2006, new OSL and MYO agreements cannot be entered into. Open Value Open Value Non-Companywide exists between Companywide and additional products. replaces all annuity-based agreements (OSL, MYO, and Open License Value, which was offered outside EMEA) and is offered worldwide. Customers do not need to renew early into the new Open Value program. For customers that are nearing renewal: Can Open Value Subscription customers who don’t wish to renew their agreement keep their licenses? § MYO Volume customers who wish to renew their agreement are advised to do so Yes, Open Value Subscription customers can turn their nonperpetual licenses into perpetual ones through Open Value Non-Companywide or consider standardization through Open Value by using the buyout. Companywide. These customers only need to obtain SA-renewal and do not have to buy licenses again. What is the cost of the buyout, when can this be done, and for how many licenses must § MYO Enterprise customers who wish to renew their agreement are advised to do so this be done? through Open Value Companywide. These customers only need to obtain SA-renewal and If the customer wishes to use the buyout, he or she must place a purchase order within 30 days do not have to buy licenses again. before the agreement expires. The buyout fee is 1.75 x the annual fee that the customer paid for § OSL customers who wish to renew their agreement are advised to do so through Open the nonperpetual licenses. Platform savings also apply to the buyout fee. For Small Business and Value Subscription. Desktop Professional platform products, the customer must buy out licenses for all desktops on the agreement end date. If the number of desktops has increased in the third year, the customer Customers with OSL or MYO agreements will be supported through the term of their agreement. will first have to pay one time the annual fee before they can buy out. For additional products, There are no reasons for considering an early renewal. the customer can buy out any quantity covered by the orders placed during the final year of the agreement. EMEA Only: Will customers who choose an Open Value Companywide or Open Value Subscription agreement qualify for level C pricing when they grow to 250 PCs? Is it true to say that Open Value replaces Open License Value? If so, should customers who Level C pricing only applies if a customer enters into an agreement for 250 or more desktops. have an Open License Value agreement consider an early renewal? Yes, as of January 1, 2006, new Open License Value agreements cannot be entered into. Open Can Open Value be used for acquiring licenses that will be used for an Application Service Value replaces all annuity-based agreements (Open License Value and several other programs Provider (ASP) or for some other kind of commercial hosting? that were offered in Europe and Asia) and is offered worldwide. Customers do not need to renew No, all Microsoft Volume Licensing agreements disallow the right to use licenses for hosting. The early into the new Open Value program. For customers that are nearing renewal: Services Provider License Agreement (SPLA, see page 26) is the appropriate agreement for hosting.

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Select License and Enterprise Agreement Overview Training and Evaluation Licenses § The Select License, Enterprise Subscription Agreement, and Enterprise Agreement program Microsoft Select License offers a limited number of training and evaluation software license use grants. § Available only from Large Account Resellers (LARs). § Twenty copies per software title for use in a dedicated in-house training facility. § For corporate, government, and academic customers with 250 or more desktops who can § Ten copies per software title for 60-day evaluation. forecast an appropriate license consumption. § Volume pricing levels for each pool of software selected (applications, systems, or servers) Frequently Asked Questions based on a three-year software needs points forecast. What is the minimum customer size for a Select License? § Select License agreements can cover one, two, or all three of the pools. Select License requires a three-year forecast of at least 1500 points for every product pool for § Requires a purchase order as additional licenses are deployed. Such an order must be placed which the customer wishes to enter into an agreement. This equates to, for instance, 750 Office before the end of the month in which the software is installed. licenses without SA (or 300 Office licenses with SA) for the applications pool, 750 Windows Vista § Provides savings for volume and three-year agreement term forecast. Business update licenses without SA, and 750 Windows CAL and Exchange CALs without SA. As § Renewal for an additional one- or three-year term. such, there is no firm minimum number of PCs. § Optional Software Assurance Membership (SAM) provides a higher level of support and What is the minimum customer size for an Enterprise (Subscription) Agreement? benefits to customers who wish to obtain all licenses with SA. An Enterprise (Subscription) Agreement requires a minimum of 250 PCs and entitywide standardization. Microsoft Enterprise Agreement (EA) § Available only from Enterprise Software Advisors (ESAs) and in some geographies from Large Select License is based on the customer’s forecast. Will each forecast be accepted at Account Resellers (LARs). face value? § For corporate customers with 250 or more desktops making a strategic decision to standardize No, Microsoft assesses forecasts before entering into a Select License agreement. on Microsoft software. § Customers are able to license Microsoft software to standardize on their choice of the Microsoft What if a Select customer does not meet his or her forecast? enterprise software (Office Professional Plus, Office Enterprise, Windows Vista Business Upgrade, If a Select customer does not meet his or her forecast, the price level may be adjusted (which Core Client Access License and Enterprise CAL Suite, which includes the Core CAL plus seven won’t affect previously bought licenses); or if the purchase history is too small for 1500-point additional CALs: Office SharePoint Enterprise CAL, Office Communications Server Standard entry level, the Select License agreement may be terminated for the product pool where license and Enterprise CALs, Exchange Enterprise CAL, Forefront™ Security Suite, Operations Manager consumption fell short. Client OML, and Windows Rights Management Server CAL). § Savings for a three-year agreement term and platform software. Am I always better off offering Select License to customers that may seem to meet the volume criteria? § Requires only a single annual true-up order for new platform software licenses used in the year. No, early terminations may negatively impact your relation with the customer. In case of doubt, § SA included providing the most comprehensive benefits offering available. another program like Open Value Non-Companywide may very well be a better choice. § Renewal for an additional one- or three-year term.

Microsoft Enterprise Subscription Agreement § Available only from Enterprise Software Advisors (ESAs) and in some geographies from Large Account Resellers (LARs). § For corporate customers with 250 or more desktops. It is the most comprehensive benefits offering available if they prefer to subscribe to, rather than acquire, Microsoft software licenses. § Has the same benefits as EA (above). § Renewal or license buyout options are available. Please refer to the Volume Licensing overview on page 6 for general benefits of Volume Licensing, including additional use rights, downgrades, and transferability.

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Partner Opportunity Additional Resources What should I know about Select License and EA programs? Select License and EA can be a § See an overview of the EA program for customers at: significant partner revenue opportunity to: www.microsoft.com/licensing/programs/ent/default.mspx. § Advise and assist in architecting, deploying, and standardizing on the Microsoft platform in § See an overview of Enterprise Subscription Agreement for customers at: the organization. www.microsoft.com/licensing/programs/esa/default.mspx. § Negotiate shared revenue on “partnered” Volume Licensing programs. § See an overview of the Select License program for customers at: www.microsoft.com/licensing/programs/sel/default.mspx. § Continue to build and add value to your customer relationship. § Focus on the solution — hand off billing and license fulfillment to a reputable partner. Microsoft Volume Licensing Services § Provide software asset management services. A site for Select License, Enterprise (Subscription) Agreement, and Open Value customers to:

In any engagement with another partner, you may want to have a written sales relationship § Manage licenses. agreement outlining customer contact rules, pricing information, any fee schedules, etc. § Administer Software Assurance benefits.

Why should I discuss Select License and EA with my customers? Customers and partners can use MVLS to: As customers approach the EA size or Select License point thresholds through growth or § View the number of licenses acquired under a specific Volume Licensing agreement. acquisition, your customer relationship can be at risk if your customer becomes aware of the § View Volume License Keys. benefits and savings that Select License and EA offer. Having customer licensing discussions can § Download software. strengthen your value to the customer. § Manage Microsoft Developer Network and TechNet subscriptions. What are some of the benefits and drivers of the Enterprise Agreement? § View and activate SA benefits: License management and license compliance become more important as customers grow. An EA § Assign and administer training vouchers. provides tools and processes to simplify license compliancy and management by: § Review details on benefits, including eLearning. § Consolidating all desktops under one agreement. § Providing access to license details through MVLS. Access to MVLS requires: § Microsoft Live ID or Passport § Facilitating a single, annual true-up of desktop licenses. § Agreement number § Consolidation process for licenses and SA — customers can move SA and consolidate many of their other licenses into an EA. § Enrollment number (Select and Enterprise (Subscription) Agreement)

Partners must be designated by the customer to have access to MVLS tools: § For access to the MVLS Web site or MVLS training, visit https://licensing.microsoft.com/. § For the steps to access and manage MVLS for your customer, see the Open License FAQ on page 15.

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Additional Microsoft Licensing Programs Partner Opportunity Save Time — Get your customers up and running quickly with preconfigured software to match Microsoft has additional licensing programs geared toward specific types of customers that are the hardware and standard setup that ensures each installation looks and behaves the same, with licensed through specialized reseller channels. a certified, tested installation from the OEM hardware vendor. Original Equipment Manufacturer Lower Acquisition Costs — Acquiring server or desktop and software combinations usually Microsoft OEM partners build, sell, and support PCs and server systems preinstalled with licensed provides savings over acquiring the hardware and software separately. genuine Microsoft OEM or OEM System Builder software. Cut Support Costs — A single point of contact for both hardware and software technical support OEM software is available only to equipment manufacturers and system builders that sell enables you to resolve customer issues quickly and efficiently. hardware with OEM software. License OEM software with hardware sales as part of your server and desktop solutions. All OEM software must be licensed with a fully assembled system, that is, an enclosure with Sell SA for OEM Software: a power supply, main board, processor, RAM, and hard disk. § Enroll OEM into SA within 90 days of acquisition by adding to any existing Volume Licensing For PCs or systems licensed with a desktop or server operating system, the hardware must agreement or to a new Open agreement. Only Professional 2007 or Small Business 2007 include a Certificate of Authenticity (COA) to be adhered on the PC or server hardware. versions of Office can be enrolled into SA. For PCs or systems licensed with applications software, the COA is adhered to the § Ordering SA for OEM licenses follows the same steps as ordering the licenses. software packaging. Please see the appropriate program page for instructions. OEM PC and server systems licensed with OEM software are available through much of the distribution channel. Customer Benefits of OEM Licensing Enhance Simplicity — Delivers everything your customers need — preinstalled, integrated, and Full Windows Desktop Operating System licenses are only available through OEM or optimized to work right out of the box. FPP — not through Volume Licensing. Windows OEM licenses cost much less than FPPs, making the OEM license very attractive to customers. Improve Convenience and Value — Saves time and hassle by combining server or PC and operating system — often resulting in lower on-site configuration costs. All Microsoft Volume License programs, including Open, provide Windows Desktop Operating System upgrades only. Lower Cost — Server or desktop hardware with OEM software may cost less than acquiring the hardware and software separately. An underlying OEM or FPP Windows license is required to deploy a Windows desktop operating system Volume Licensing upgrade. See the Windows FAQs for exceptions. Academic License Programs OEM software is governed by the End User License Agreement (EULA) that is between the § Provide simpler, yet flexible volume-based pricing for academic customers. hardware manufacturer and the end user. § Include three types of academic license programs. Campus and School Agreements and OEM software may not be transferred from one PC or server to another, even if the original Academic Open Licenses are available through Authorized Education Resellers. Academic Select PC is no longer in use. The only exception is an OEM license for Office or a server product that is sold through regular Large Account Resellers. has been enrolled into SA within 90 days. Academic License Programs Types OEM software deployment may require a product ID key with a limited number of uses or Web or telephone activation within 90 days. Campus & School Agreement Academic Open License Academic Select License Customer Profile: Looking for easier, Customer Profile: Any Customer Profile: Medium flexible subscription licensing academic institution needing to large institutions with 250+ § Higher-education Institutions easier, one-time transactions computers and the ability to and flexibility to acquire forecast license acquisitions For more information § Elementary and Secondary Schools licenses in small quantities on the OEM program, visit: www.microsoft.com/oem/. § Preschools § Public Museums § Public Libraries

See additional details and an academic program comparison at: https://partner.microsoft.com/global/licensing/licensingprograms/academiclicensing.

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Microsoft Government Open License Microsoft Online Services Overview § Available to eligible small and medium-sized government entities. § Ideal for government entities that need to order in smaller quantities and need a simple and Microsoft Online Services are subscription-based offerings that provide customers all the benefits flexible model. of the latest technology with reduced costs. Many services in the Online Services portfolio are Software as a Service (SaaS) applications. Unlike Government Open License has the same features and benefits as Open Business, plus: traditional software that is installed, used, managed, and supported locally on a computing device, SaaS applications offer the following benefits: § No initial order size required, that is, a governmental organization could initially order as few as one license § A critical portion of the software resides outside the customer’s IT environment. § Pricing that is similar to Select License level D, the most attractive Select License § Applications are hosted at Microsoft Data Centers. price level § Microsoft, not the customer or partner, is responsible for managing the operation, upkeep, § Language-independent licenses and maintenance of the software. § The version of software running is the most current — so customers can benefit from the Services Provider License Agreement latest software functionality without complex IT management. Microsoft Volume Licensing agreements don’t allow acquired licenses to be used for renting, § Services are priced monthly and billed either upfront or annually for the term of lending, leasing, hosting, or short-term transfer. If you or your customer wishes to obtain licenses the agreement. that will be used for hosting purposes, then the Services Provider License is usually the best solution. The key features and benefits of the SPLA are: In addition to SaaS services, the Online Services portfolio contains security products and § Flexible: based on monthly fees based on the total number of subscribers. other applications. § Nonperpetual licenses, so if the number of subscribers decreases the number of licenses can be reduced accordingly. Online Service Program Overview § No initial investment needed. Software License Options: Customer Profile: § Customers who do not want to manage specific In most geographies, SPLA is only available through the following two SPLA Resellers: Hewlett § Customers who look for enterprise-class software solutions in-house. Small and mid-sized reliability without the associated hardware businesses are more likely to commit business-critical Packard (HP) and Software Spectrum and IT management costs. operations to SaaS. § Customers who see the competitive value of § Customers with existing Volume Licensing For more information: See a complete overview of the SPLA licensing model by partner type at: running the latest versions of software. agreements (almost any agreement except Open Business, Open Volume, or Open Charity). www.microsoft.com/serviceproviders/licensing/spla.asp. § Customers who want to enhance existing business-critical applications while reducing § Customers seeking new Volume Licensing upfront licensing and maintenance costs. agreements or approaching renewal. ISV Royalty Licensing program The Independent Software Vendor (ISV) Royalty Licensing program is for ISVs that incorporate Software License Options: Microsoft technology into their software business solutions for commercial distribution. This Online Services are available under these Volume Licensing programs: program offers customers the following advantages: § Enterprise Agreement § Open Value § Campus Agreement § Enterprise Subscription Agreement § Open Value Subscription § School Agreement § One-stop shopping — because the application includes the underlying Microsoft software § Select and licenses Online Services are not available in Open programs such as Open Business, Open Volume, or Open Charity. § Often more attractive pricing Service Provider Licensing Programs: The ISV Royalty Licensing program is based on a direct relationship between Microsoft and the § Microsoft Forefront client security available § Microsoft Exchange Hosted Services and Microsoft through Service Provider License Agreement Office Live Meeting available through SPLA and UC ISV. The ISV receives master media kits and reports license consumption once a month. (SPLA) and HVS Managed Service License See an overview of the ISV program at: Agreement Term: Three-year agreement www.microsoft.com/licensing/programs/isv/default.mspx. Payment Options: Three annual payments, or upfront Minimum Order: Five licenses through Open Value License Tracking: Track licenses online using the Microsoft Volume Licensing Services (MVLS) Web tool at https://licensing.microsoft.com.

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PARTNER OPPORTUNITY FOR ONLINE SERVICES Licensing Model In general, there are four types of licenses for Online Services and four categories of Why Recommend Online Services? Online Services. Increase your deal size — Purchasing Online Services SaaS offerings means less upfront investment in perpetual licenses and hardware costs. This leaves customers positioned to invest Licenses for Online Services more of their IT budgets in your higher-value support, deployment, training, and other These four types of licenses are required in different ways depending on which service category service offerings. they fall into. Not every type of license is required for each online service. Subscription pricing, per-seat flexibility, and prorating across contract terms all create better 1. Services Subscription License (SSL) economics for customers and up sell opportunities for additional hosted services. Required to enable the functionality of an online service across your entire organization Secure recurring revenue — Subscription pricing also creates attractive payment options for 2. Add-on Subscription License (Add-on SL) customers and a predictable revenue stream for you. Because Online Services agreements are Required to enhance or “add on to” the functionality of an online service across your coterminous with Volume Licensing agreements, you can easily align your maintenance contracts entire organization to the term—resulting in less license management effort. 3. User Subscription License (USL) Shorten your sales cycle — Online Services are easy to attach to existing solutions, for a short Required to enable the functionality of an online service for a particular user sales cycle. Implementation and deployment are also simple, facilitating a more rapid sales process and reducing your per-sales investment. 4. Device Subscription License (DSL) Required to enable the functionality of a service for a particular device Customer Talking Points Subscribing to Microsoft Volume Licensing Online Services is the easiest and most economical Categories of Online Services way for customers to take advantage of the latest software technology. 1. Organization-based Benefits include: Require an SSL to enable the service across the customer’s organization. For example: If your customer orders Microsoft Learning Solutions eLearning technical services, the customer needs Less IT Management: an SSL so that the customer’s organization can access a certain number of courses per month. § Get superior reliability and performance. 2. Organization and User-based § Deployment is minimal and fast. Require an SSL to enable the online service across the organization and a USL for each user § There is no need for additional hardware or IT expertise. in the organization who will use the service. For example: If your customer orders Office Live Better Economics: Savings on upfront licensing and hardware costs can be invested in business Meeting, the customer will need an SSL to enable a conference center for the organization. process integration, employee training, and more. The customer will need a USL for each user in the organization that can reserve a 25-person conference room in the conference center. Always up to Date: 3. User-based § Never worry about upgrading again. Do not require an SSL. Customers simply order licenses for each user that will use the online § Enjoy all the latest productivity benefits right away. service. For example: If your customer orders Microsoft Exchange Hosted Filtering as an online § Use the newest software before it’s available elsewhere. service, the customer will purchase a USL for each user who has e-mail processed by the online service. 4. Device-based Do not require an SSL. Customers simply license each individual device that will use the service. For example: If your customer orders Microsoft Forefront Security for Exchange Server, the customer will purchase a DSL for each device that allows access to e-mail that is processed by the service.

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Services Offered Available Suites Other Online Services not included in the suite can also be added to the agreement. Communication and Collaboration Microsoft Office Live Meeting — Online presentation, meeting, and collaboration space Online Service Suite Exchange Enterprise CAL Forefront Security Enterprise CAL1 Microsoft Office Live Communications Server Public Instant Messaging (IM)   Connectivity — Online interface between different public IM services Forefront Client Security Forefront Security Microsoft Exchange Hosted Services    § Microsoft Exchange Hosted Filtering — Antivirus and anti-spam filtering of e-mail messages and for Exchange Server Forefront Security other data outside the firewall   § Microsoft Exchange Hosted Archive — Storage of e-mail messages and other data for backup for SharePoint and regulatory compliance Forefront Security for   § Microsoft Exchange Hosted Continuity — Storage of e-mail messages and other data for backup Office Communications and business continuity Exchange Hosted    § Microsoft Exchange Hosted Encryption — Automatic encryption and decryption of e-mail Filtering messages and other data outside the firewall 1 Enterprise CAL Suite also includes the Core CAL Suite components, Windows Rights Management Services, Microsoft Operations Manager Client Operations Management License (OML), Office Communications Server Microsoft Office Groove® Enterprise Services — Automatic synchronization within teams that 2007 Standard and Enterprise CALs, Office SharePoint Server 2007 Enterprise CAL, Forefront Security Suite, are collaborating, providing a dedicated relay service to facilitate synchronization and the Exchange Server 2007 Enterprise CAL.

Online Services Frequently Asked Questions Security Forefront Security for Exchange Server (changing from Antigen for Exchange, Antigen for How does licensing for Online Services differ from traditional software orders? SMTP Gateways, Antigen Spam Manager, and Messaging Security Suite) — Antivirus and Unlike most traditional software licenses, licenses for these Online Service subscriptions and the anti-spam filtering of e-mail messages and other data on mail servers (inside firewall), including software that comes with them are not perpetual. Instead, you have the right to access and use continuous update of engines, signatures, spam lists the online service and install and use the related software only during your subscription term. Forefront Security for SharePoint (changing from Antigen for SharePoint) — Protects Do some Online Services require other Online Services to work properly? Is there a Microsoft Office SharePoint Server 2007 and Windows SharePoint Services 3.0 from viruses, “required stack” for Online Services? unwanted files, and inappropriate content Yes — for some Online Services. Just as an operating system (such as Windows Vista) is required Forefront Server Security Management Console (changing from Antigen Enterprise in order to run an application (such as Microsoft Office Word), some Online Services are required Manager) — Management of Forefront agents in the enterprise, including continuous update of to run other Online Services. For example, to use Microsoft Exchange Hosted Services Encryption, interface to Antigen agents customers are required to also subscribe to Microsoft Exchange Hosted Services Filtering. Filtering Forefront Security for Office Communications Server (changing from Antigen Instant is required for encryption. Messaging) — Antivirus and anti-spam filtering of e-mail messages and other data on the How does my customer with an Enterprise Agreement (EA) or Enterprise Subscription desktop, including continuous update of engines, signatures, and spam lists Agreement purchase Online Services? Orders for subscription services can be placed at the time of agreement signing, in the middle Others of their term, or on their anniversary date. Customers just need to add the products of their Microsoft MapPoint® Web Services Standard and Professional — Customized map, direction, choice to their existing EA under the “Additional Products” section of the agreement. Due to the and location services for businesses to provide on their Web sites flexibility of Volume Licensing Online Services, this addition is simply prorated for the remainder

MSN® Encarta® Premium and Academic — Encyclopedia and other content for academic of the agreement length. institutions, libraries, and so forth Can other Online Services be added to the sale of an integrated software plus service suite? Microsoft Learning Solutions — Reference content and courses about Microsoft products, Yes, other Online Services not included in the suite can also be added to the order. services, and more

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Additional Resources Software Assurance Partner Resources Licensing Information for Partners Main Page: https://partner.microsoft.com/global/licensing What is Software Assurance? Microsoft Software Assurance (SA) helps Microsoft Volume Licensing customers manage their Online Services Guide: business at each stage of the software management lifecycle. SA is a comprehensive maintenance http://download.microsoft.com/download/0/b/f/0bff005c-5f96-4245-82be-de40cd91d5c8 program that aims to maximize your customers’ investments by helping them: /Online_Services_Guide.doc § Gain control of their technology strategies. Microsoft Product Licensing Advisor: www.microsoft.com/licensing/mplahome.mspx § Improve the skills of their IT staff. Microsoft Forefront: https://partner.microsoft.com/global/40029211?PS=95000124 § Decrease their support spending. Security Software Advisor Program: § Effectively plan for new software deployments. https://partner.microsoft.com/global/40029032?PS=95000124 § Gain around-the-clock business-critical support. Partner Readiness and reference resources: § Improve deployment and manageability. https://partner.microsoft.com/global/licensing/licensingtraining Software Assurance benefits are designed to help customers realize the full value of their software investments throughout each stage of the software lifecycle, whenever they need it. Important: to have access to the following tools and support, you must first sign up for the Partner Program and complete the required competencies training. More information can be found at https://partner.microsoft.com/global/40032585. Partner Opportunity Software Assurance can help you generate additional license revenue. Suggested ways to Sales and Marketing Tools and Support: take advantage of this opportunity include: https://partner.microsoft.com/global/40030095?PS=95000168 § Offer to manage your customers’ benefits through eOpen or Microsoft Volume Licensing Exchange Hosted Services Pricing and Licensing Overview: Services (MVLS). https://partner.microsoft.com/global/40028222?PS=95000140 § Sell SA to customers who have new PCs with OEM software. § Point out that OEM licenses acquired with SA may use Volume Licensing use rights. Product Information § Let your customers know that they can enroll into SA up to 90 days from the date of Microsoft Exchange Hosted Services: www.microsoft.com/exchange/services purchase of any new PC that comes with pre-installed Microsoft software. Microsoft Forefront: www.microsoft.com/forefront/default.mspx Microsoft Learning Solutions: www.microsoft.com/learning/mls Software Assurance can help you develop your business in the following ways: § Promote complementary software. Customers with more current versions of software are Microsoft MapPoint Web Service: www.microsoft.com/mappoint/products/webservice more likely to buy deeper solution stacks. Microsoft Office Live Communications Server Public IM Connectivity: § Take advantage of the additional margin SA has on OEM software (countering low margins www.microsoft.com/office/livecomm/prodinfo/publicim.mspx on hardware). Microsoft Office Live Meeting: www.microsoft.com/office/livemeeting § Discuss the value of SA to help simplify your customers’ renewal processes and stabilize their revenue. Microsoft Office Groove Services: www.microsoft.com/office/groove Counsel your customers on how to maximize their SA benefits. § Offer services that fulfill your customers’ new SA benefits. § Offer additional maintenance and deployment opportunities. § Position SA as an extended/next version offering — customers with the latest software tend to be more loyal. § Help design and maintain an infrastructure that fully uses your customers’ new SA benefits.

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How To Approach And Sell Sa To The Customer Technical decision makers (TDMs) serve as a key influence in the decision-making process to Discuss SA benefits early in the sales cycle — at closing. Otherwise, SA becomes an add-on purchase new technology. Use these talking points with TDMs: obstacle to finalizing the order. § Software Assurance lets you access the most current versions of Microsoft software Integrate SA benefits value into the needs collection and solution discussions — identify and the latest resources, enhancing control of your IT environment. the needs and incorporate the SA value into the solution. § With our training tools such as eLearning and Microsoft Certified Partners for Learning Position SA benefits as an indispensable part of the solution — SA is an upgrade solution Solutions (CPLS) training vouchers, your staff can quickly train on the technology, making and more. them more productive. § Support tools, such as Problem Resolution, Cold Backup for Disaster Recovery, and Focus the solution on specific SA benefits important to your customer. Extended Hotfix Support, simplify IT management. Talk about the value of SA benefits that are relevant to your customer’s solution. Your Microsoft solution has an acceptable return on investment (ROI). SA can provide a Using And Managing Software Assurance Benefits long-run, cost-effective path for the upgrade solution with an equally attractive ROI. Customers can activate and manage their Software Assurance benefits through one of two Web sites: Talk about SA in longer time frames — use a six-year example to show the value during the relationship relative to the cost of repurchasing licenses. For an example, see page 3 of The § eOpen for Open License agreements: https://eopen.microsoft.com Yankee Group SA review at http://download.microsoft.com/download/c/4/6/ § The Microsoft Volume Licensing Services Web site for all other agreements: c467bb4c-526b-4892-9250-17d77e74bb4a/Yankee_Report.pdf. https://licensing.microsoft.com Use the talking points under the following heading “What’s in It for My Customer? (Key Talking Both sites are secured by means of a Windows Live ID (formerly Microsoft .NET Passport), and Points)” to talk to your customer. can also be used for viewing agreement and license information and Volume License Keys: To access eOpen, customers need their Open License authorization number and How To Renew The Sa Customer license number. Talk to your customers about the value of the benefits they have used — know what your customers have used and could use. To access MVLS, the notices contact of a customer who signed the agreement with SA can use the agreement number in order to access MVLS and thereby becomes an Talk about SA in longer time frames — use a six-year example to show the value during the MVLS administrator for that agreement. This administrator can then assign additional relationship relative to the cost of repurchasing licenses. For an example, see page 3 of The administrators and users, for instance a training coordinator who will be managing SA Yankee Group SA review at http://download.microsoft.com/download/c/4/6/ eLearning and SA training vouchers. Documentation and online training can be found on c467bb4c-526b-4892-9250-17d77e74bb4a/Yankee_Report.pdf. the MVLS Web site. Position SA benefits as an indispensable part of the solution — SA is an upgrade solution and more. Software Assurance Resources And Tools General SA information and customer-ready materials are available at: What’s In It For My Customer? (Key Talking Points) www.microsoft.com/licensing/programs/sa/default.mspx. Business decision makers (BDMs) make the hard choices of where to spend money and for what Partner site for SA — training presentations, SA user guides, and marketing materials are purpose. Use these talking points with BDMs: available at: https://partner.microsoft.com/global/licensing/volumelicensesoftwareassurance/ With Software Assurance, you can better control your costs. You can extend assuranceresources payments over three years and you have the option to deploy new software versions Software Assurance ROI Tool — To determine the customer’s financial rate of return based on when you |are ready. the Microsoft SA benefits he or she uses, go to: www.microsoft.com/downloads/ Our home use program, incident support benefits, and training benefits can reduce details.aspx?FamilyID=6cee6d9d-cbe2-4aeb-bf49-253709a02cb0 &displaylang=en. your current support costs, helping you realize your ROI faster. Software Assurance helps increase employee productivity. Home use rights provide your employees with the ability to work at home using the latest Microsoft Office technology. And with eLearning and training benefits, your employees can learn the best way to use the new software.

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Software Assurance Benefits Availability Software Assurance Benefits Glossary Cold Backup for Disaster Recovery — With Cold Backup for Disaster Recovery, customers with Lifecycle/benefit Open License Open Value companywide Select Select & & Subscription SAM EA/ESA SA, as well as related Client Access Licenses (CALs), can use complimentary ”cold” backup server W A S W A S W A S W A S W A S New Version Rights licenses for disaster recovery. 1 Plan Spread Payments N/A W A S W A S WAS W A S Corporate Error Reporting (CER) — With CER, applications and operating systems can collect Desktop Deployment Planning4 N/A A and report on crashes in the system. CER gives the IT staff the ability to monitor and review error Information Work Value Discovery4 N/A A A N/A N/A information and control the types of reports sent to Microsoft. loy

p Information Work Architectural eLearning — Uses simulations, demonstrations, animations, hands-on exercises, and assessments e N/A A A N/A N/A D Design Session4 to provide an engaging, effective learning experience for employees who need to upgrade Windows Preinstallation Environment (PE) NA W N/A W their skills.

Windows Vista Enterprise5 W W W W W Enterprise Source Licensing Program — Eligible customers with 1,500 or more licensed desktops can access Windows source code for internal development and support. Extended Training Vouchers 20064 N/A W W N/A W eLearning W A S W A S W A S W A S W A S Home Use Program — Employees can get licensed copies of select Microsoft Office desktop programs for their home computers.

SE Home Use Program A A A A A U Microsoft Employee Purchase Program — Gives customers’ employees significant discounts off Desktop Optimization Pack for SA5 N/A W W W W retail pricing on the popular Microsoft productivity and consumer products. Employees can order Employee Purchase Program N/A WA N/A WA directly through a secure, Microsoft-hosted e-commerce site. Enterprise Source Licensing Program2 N/A W Microsoft Windows Preinstallation Environment (PE) — With Windows PE, IT staff can save 24x7 Problem Resolution Support W A S W A S W A S W A S W A S time by building custom solutions that use automation to speed deployment. Windows PE is a version of Windows XP Professional operating system that replaces MS-DOS® and runs Windows

n Corporate Error Reporting N/A W A S N/A W A S i setup, scripts, and imaging applications. Note: Windows PE 2.0 is available free of charge to all S nta Cold Backup for Disaster Recovery

i customers (including ones that don’t have Windows SA), but it does not support Windows XP. a 3 3 m TechNet Managed Newsgroups N/A S S S S New Version Rights — Provides new software version releases to deploy at your customer’s TechNet Plus: Subscriptions N/A S S3 S3 S own pace. Spread Payments — Gives customers the flexibility to spread payments annually (available across on N/A W i Windows Fundamentals for Legacy PCs t i all programs except Open License Business and Volume) instead of making one upfront payment, Extended Hotfix Support 20066 S W A S reducing their initial costs and improving their ability to forecast annual software budgeting. rans T Information Work Solution Services — Provides workshops for Open Value customers with Software Assurance. With these workshops, customers can take full advantage of their IT ESA Enterprise Subscription Agreement EA Enterprise Agreement A Application S Server

ey infrastructure capabilities and productivity applications. Workshop options consist of K SAM Software Assurance Membership W Windows Vista NA Not Available the following: 1 Spread payments for Microsoft License and Software Assurance (L&SA) and SA acquisitions with the initial order. § One-Day Work Value Discovery: Helps business decision makers prioritize projects that 2 Requires at least 1,500 licensed desktops. Eligibility and areas of availability are subject to Microsoft terms and conditions. will have the greatest impact and lowest risk on their businesses. 3 TechNet Subscription Media requires five servers, and Managed News Groups receive IDs starting with the fifth server. Open § License Value customers with at least five server licenses and SA receive two incidents each year per agreement. Two-Day Information Work Architecture Design: Gives IT staff and technical decision 4 For every US$20,000 Software Assurance Open spend for servers and CALs, customers are entitled to one phone incident. makers a clear understanding of the required architecture for deploying the highest-value 5 The Desktop Optimization Pack for SA is available at an annual surcharge. information work projects into their IT environments. 6 A Premier or Essential Support agreement is a prerequisite for eligibility. Limited availability.

Campus and School Agreement, Academic Open License, Academic Select License, and Academic Select License SAM SA benefits For a more detailed description details are at www.microsoft.com/education/HowToBuy.aspx. visit www.microsoft.com/licensing/programs/sa/benefits/iwss.mspx. Eligibility for Software Assurance benefits vary by offering and region and are subject to change. The terms and conditions of your customer’s Volume License agreement and the terms and conditions under which any specific Software Assurance benefits are offered will take precedence in the case of any conflict with the information provided here.

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Desktop Deployment Planning — Shows customers the latest tools, technologies, and best Desktop Optimization Pack For Software Assurance practices for deployment (such as zero-touch deployment). Customers eligible to receive on-site The Desktop Optimization Pack for Software Assurance is available as an annual paid-for services have access to consultants who provide hands-on training and experience within the subscription for customers who have Windows Software Assurance (except Open License). customer’s environment. It includes the following four technologies:

Windows Vista Enterprise — The client operating system for enterprises. Available exclusively Microsoft SoftGrid®. With SoftGrid, customers can deploy software applications that are as a Software Assurance benefit, Windows Vista Enterprise offers security and management never installed and never require regression testing, yet follow users anywhere, on demand. features that help large organizations significantly lower costs and improve the efficiency of their They can turn Windows applications into centrally managed virtual services that are IT resources. delivered to any workstation or portable computer client worldwide. They can integrate and manage within Microsoft System Center Configuration Manager (formerly Microsoft Systems 24x7 Problem Resolution Support — Provides 24-hours-a-day, seven-days-a-week online Management Server). and business-hour telephone support resources for business-critical outages on all Microsoft- supported products. Partners can call on behalf of customers. Software Assurance customers Microsoft Asset Inventory Services. With Asset Inventory Services, customers can reduce receive unlimited Web support (available during business hours) for Microsoft servers covered application management lifecycle TCO through advanced software inventory scanning and under their agreement. Customers who chose not to migrate before June 30, 2006, will accrue by translating inventory data for more than 430,000 titles into useful, administrator-friendly incidents as of their migration date or Software Assurance agreement renewal date. information available on demand. It is delivered as an easily administered, hosted service. Extended Hotfix Support — Customers can request hotfixes in the Extended Hotfix Support Microsoft Advanced Group Policy Management. Helps IT take control of the desktop without signing up or paying an initial fee. Customers pay for extended support only when a through effective change management, versioning, and roll-backs through Group Policy hotfix is required. Previously available, this support benefit has been enhanced to make it easier objects (GPOs) and a robust role-based administration and delegation model. for customers with a Premier or Essential Support* contract to get the support they need as Microsoft Diagnostics and Recovery Toolset. Customers can quickly repair systems that software transitions from Mainstream to Extended Support. *Limited availability. won’t start or locked-out systems, restore lost data, remove malware from infected systems TechNet Plus and TechNet Managed Newsgroup — Provide low-cost resources for IT staffs to while the system is safely offline using existing antivirus software, and diagnose system and quickly address their technical issues. These support options are available only to customers with network issues. Software Assurance for server licenses and associated CALs. Benefits include: § Unlimited technical support from over 100 TechNet Managed Newsgroups. Software Assurance Frequently Asked Questions § TechNet Plus subscription media, featuring resources like the Microsoft Knowledge Base, How do my customers track and manage SA? software updates, utilities, technical training, and how-to articles. Customers may review their SA transactions through MVLS or eOpen. MVLS and eOpen are also § Prerelease versions of Microsoft products, two complimentary technical support the benefit management tools for SA. incidents, full-version evaluation software without time limits, and access to TechNet Plus Customers will receive communication from Microsoft, letting them know when their agreements Subscriber Online Services. with SA are to expire and how to renew. § Quick answers (without marketing content) directly from the people who made the product. Partners need to: Training vouchers — Training vouchers are vouchers for training on any Microsoft official § Inform their customers about improvements in the value of the SA program, including instructor-led and online courses, self-paced courses, and consultative learning services, which software releases available for deployment or SA benefits available to the customer. are available to IT professionals and developers from more than 1,600 Microsoft Certified § Outline deployment options to help customers realize the value of their investments. Partners for Learning Solutions worldwide. Training vouchers may be exchanged for Information § Follow up with customers for their renewal orders. Work Solution Services days at a rate of two vouchers for each day of services.

Windows Fundamentals for Legacy PCs for Software Assurance — A Windows-based How do customers manage their SA benefits? operating system designed for customers with legacy PCs who are running previous operating A customer notice contact will need to assign a benefits administrator responsible for activating systems and are not in a position to purchase new hardware. Windows Fundamentals provides and managing benefits. This role can be fulfilled by customers directly, or they can assign this the same security and manageability as Windows XP Service Pack 2 while providing a smooth responsibility to a channel partner. The notices contact will receive an e-mail message from migration path to the latest hardware and operating system. Microsoft with SA benefits details. SA benefits administration training is available at www.microsoft.com/licensing/sa/mvls/launcher.htm.

Detailed information about all SA benefits can be found at www.microsoft.com/licensing/programs/sa/default.mspx.

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What steps do customers take to designate their partner access to eOpen or MVLS as SA Is SA available and consistent worldwide? benefit administrators? SA is available worldwide. Specific offerings and language availability vary from region to region. § eOpen: The designated notices contact will receive an e-mail message with eOpen access details. The notices contact accesses eOpen and designates permission for others to access How does my company track SA benefits? eOpen and manage SA benefits. Open Value, Select License, and Enterprise Agreement customers can access and manage SA § MVLS: The designated notices contact will receive an e-mail message with MVLS access details. benefits through Microsoft Volume Licensing Services. Open License Business and Volume The notices contact must access MVLS and establish the partner as a benefits administrator for customers can access and manage SA benefits through eOpen. New software releases are listed one or more of the SA benefits. The partner will then receive an e-mail message with details on in the Microsoft Product List at www.microsoftvolumelicensing.com/userights. how to access MVLS and manage the SA benefits assigned. My customer has SA on its server. Does the customer need SA for its CALs in order to Can customers consolidate licenses and SA from multiple agreements and expiration times? receive server support benefits? Volume Licensing customers can consolidate their Software Assurance coverage from one or Yes. For server software licensed using the server/CAL model, the customer needs to acquire SA more expiring program agreements into another existing active program agreement. Some for both the server license and for all CALs accessing that server. benefits of consolidating Software Assurance may include: What support issues can my customer contact Microsoft about for licenses covered § Continuous Software Assurance coverage with fewer agreements. with SA? § Improved license management (fewer agreements to manage with different terms and The types of issues covered by SA are characterized as responsive, technical operational problems. expiration dates). Issues that are more proactive and consultative in nature are not covered under SA, but are still § Increased flexibility and greater pricing predictability by eliminating the need to have available from Microsoft under the Premier Support program. different volume licensing agreements at different price levels. Can anyone from my customers’ organizations call for support on a server covered by SA? How do customers track licenses and SA as new versions are released and deployed? MVLS and eOpen detail license transactions. As new software versions are made available, the There are limits to the number of callers that can call for support. The limits are based on the underlying transaction record will not change. Customers’ SA transactions and agreement end type of Volume Licensing program and discount level through which you acquired your SA. dates can be used for documenting version rights qualification through SA. Technology partners can be listed as parties that can access support under SA.

How do partners manage their customers’ SA expirations? How do my customers who have an expiring SA agreement move from their current Volume Licensing program to another? Microsoft regional operations centers send expiration notices to customers between 60 and 90 days before the coverage/agreement expires, depending on the program the customer Customers may move expiring SA coverage into another Volume Licensing program by is enrolled under. However, Microsoft does not send notices directly to the channel partners. purchasing SA for their covered license on a new agreement in the Volume Licensing program of Partners should track their customers’ SA transactions. their choice. The order will need to be processed according to the rules of the new program, and customers may need details about their expiring agreement(s) to complete the order. When does SA expire? Which Volume Licensing rights do customers receive if they add SA to Office OEM? Coverage begins at the same time your customer and Microsoft both accept the agreement or add new licenses with Software Assurance to the agreement, and it expires with the Volume When SA is bought for Office OEM licenses, all Volume Licensing rights apply, including the Licensing agreement term. downgrade right, the right to move a license to another computer, and reimaging rights.

What SA options are available for OEM and Full Packaged Product (FPP) software? SA is not an option in the OEM and FPP channels. However, customers may acquire SA for OEM and most FPP software from any authorized Volume Licensing reseller. Customers may choose any Volume Licensing program to acquire SA that they are qualified for, according to the program rules. Then, OEM and FPP software with SA coverage and underlying licenses have the Product Use Rights and SA benefits of the Volume Licensing program under which the SA coverage was acquired.

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The 2007 Microsoft Office System

S b Profess Ult Profess t u O u ff dentHOm 2 s im E B S inessi 2 Pl nter as tandard ce s ate 2 i u c 2O e andO O i O O s 2 i O O ff ff 2 ff m 2 onalff ff onalff 2 p ff 00 00 00 00 all 00 00 00 00 r ice 7 ice ice ice ice ice ise ice 7 1 7 7 7 7 7 7 applications Office Word 2007        

Office Excel 2007        

Office PowerPoint 2007       

Office Outlook® 2007    

Office Outlook 2007 with    Business Contact Manager

Office Accounting Express 20072   

Office Publisher 2007     

Office Access™ 2007    

Office InfoPath® 2007   

Office Communicator 20073   

Office OneNote® 2007   

Office Groove 2007  

Integrated Enterprise Content    Management

Integrated Electronic Forms   

Advanced Information Rights    Management and Policy VL FPP FPP VL Channel Availability OEM FPP OEM FPP VL VL OEM FPP OEM Academic

1 Microsoft Office Home and Student 2007 is limited to students, teachers, and noncommercial use at home. It may not be upgraded. For information on earlier versions of Office, visit www.microsoft.com/office/editions/prodinfo. 2 Microsoft Office Accounting Express 2007 is available in the United States only. 3 Microsoft Office Communicator 2007 is scheduled for release in the second quarter of 2007. International versions of Office Communicator 2007 are scheduled for release in the second half of 2007.

Product Licensing — Applications

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Sell Software Assurance With The 2007 Microsoft Office System Office Small Business 2007 — The best functionality and value for small businesses. § Discuss Software Assurance benefits early in the sales cycle. The ideal customer: § Integrate SA benefits value into the needs collection and solution discussions. § Wants all the standard Office components: Word, Excel, PowerPoint, and Outlook. § Position SA benefits as a valuable part of the solution. § Needs sales management tools for contacts, sales opportunities, and accounts — with § Focus the solution on specific SA benefits important to your customer. Business Contact Manager. § Talk about SA value over longer time frames. § Wants to create and present a professional image and marketing materials for print, the Web, For more information on the partner business opportunity for SA, see page 29 of this guide. and e-mail.

2007 Microsoft Office System SA Benefits by License Program Office Professional 2007 — An enterprise-level suite for information workers in connected organizations, available by acquiring Office Professional preinstalled (OEM) or through retail. The Benefit Open license open value Open Value Companywide Non-Companywide & Open Value Subscription ideal customer:    New Version Rights § Wants the ability to collect and share information between 2007 Office system programs and back-end data sources. Spread Payments   § Needs to create professional, in-house marketing materials for print, the Web, or e-mail. Home Use Program    § Needs to organize, access, and share information with Access database software. § Can be enrolled into SA within 90 days of acquisition if bought as an OEM license. Employee Purchase Program 

Corporate Error Reporting  Office Professional Plus 2007 — A higher level of functionality and total value for information workers in connected organizations, regardless of the size of the organization. The ideal customer eLearning    shares the same needs as Office Professional 2007 customers and: § Training Vouchers   Needs to acquire licenses through the Volume Licensing programs. § Needs to gather information flexibly and efficiently in rich, dynamic forms and share, reuse, and repurpose information with the use of the InfoPath information-gathering program. Target Your Customer § Wants instant messaging with and presence level monitoring of other PC users through the Office Basic 2007 — The entry-level version of the Office suite. It is available only as a Office Communicator 2007, the most versatile client software for Office Communications preinstalled option from participating OEMs. The ideal customer: Server 2007, which replaces Live Communications Server 2005. § § Has price and budget limitations. Wants to implement enterprise content management through integration of Office Word 2007, Office Excel 2007, Office PowerPoint 2007, and Office Outlook 2007 with Office § Needs only word processing, e-mail, and spreadsheet functionality. SharePoint Server 2007, which replaces SharePoint Portal Server 2003. § Needs persistent security — for example, the ability to secure and protect documents Office Home and Student 2007 — The new Office suite that replaces the former Office Student created with Office Word 2007, Office Excel 2007, Office PowerPoint 2007, and Office and Teacher Edition 2003. The target customer: Outlook 2007 even after such documents leave the customer’s physical network. Such § Is a consumer, not a business. security is achieved through integration with Windows Rights Management Services. § Needs word processing, spreadsheet, and/or note-taking functionality. § Wants to streamline data gathering and automate business processes through the ability to embed InfoPath forms in Office documents such as Office Word 2007 files and Office Office Standard 2007 — The standard functionality expected in an Office suite. It is not available Outlook 2007 messages. as a preinstalled option with a new PC. The ideal customer: § Wants extended Volume Licensing use rights, including downgrade rights, transfer rights, § Needs the basic components of the Office suite. reimage deployment capabilities, and electronic license management. § Does not need to use and maintain a business customer relationship management (CRM) package. § Does not need tools to create marketing publications, newsletters, or brochures.

No upgrades are available for this edition. Office Home and Student 2007 is licensed only for noncommercial use by households. It cannot be used in commercial (business) situations.

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Office Enterprise 2007 — The highest level of functionality for businesses. The ideal customer Licensing Recommendations for Customers shares the same needs as Office Professional Plus 2007 customers and: Recommended License: OEM1 § Wants to increase the efficiency and effectiveness of note taking through the use of Office Customer Profile: OneNote 2007. § Purchasing new hardware with the software license § Accepts that licenses cannot be moved from § one computer to another unless the license is § Wants to provide collaboration to users across physical and organizational boundaries, even Does not require Volume Licensing features, such as downgrade rights, software asset management tools, or enrolled into Software Assurance no later than when working offline, through the use of Office Groove 2007. electronic license management 90 days after it has been bought § Wants a single point for hardware and software support Office Ultimate 2007 — Helps people at home or work collect and consolidate information, find Recommended License: Full Packaged Product what they are looking for quickly, and easily share critical information across boundaries. Customer Profile: § Needs immediate access to the product with § Wants the ability to move licenses from one System Requirements no commitment computer to another § Is willing to forego product discounts § Wants to obtain upgrade licenses — for All 2007 Microsoft Office suites require Windows XP Service Pack 2 or Windows Server® 2003 example, for upgrading from Office 2003 Service Pack 1. For detailed information about system requirements, visit 2 http://office.microsoft.com/en-us/suites/HA101668651033.aspx. Recommended License: Open Business Customer Profile: § Needs to acquire five licenses, or CALs, or one server § Needs a paperless, electronic license Licensing Basics processor license, on the initial order management system A license for Office provides the right to install and use a copy of the software on one personal § Needs to have Office on a second portable computer § Wants to use disk imaging or software computer or other device such as a thin client. Customers who buy an Office license through § Is willing to pay upfront for licenses distribution tools such as Microsoft System Center Configuration Manager (formerly SMS), § Wants the ability to move licenses from one computer Volume Licensing or as a Full Packaged Product may also install an additional copy of the and therefore needs an Office suite that does to another software on a second, portable device for the exclusive use of the primary user of the first copy of not require product activation the software. Customers who buy an Office license through Volume Licensing may install a third copy in a virtual environment on the same device — for example, within a virtual machine that is Recommended License: Open Volume Customer Profile: Similar to Open Business, except: hosted by Microsoft Virtual PC. § Wants additional savings on licenses Individual applications of an Office suite cannot be broken out and installed on multiple § Places an initial order of at least 500 points in the Applications Product Pool — for example, 250 Office computers. Standard 2007 licenses without SA For further details on Terminal Services licensing, see the Windows Server section on page 58. Recommended License: Open Value Customer Profile: Similar to Open Business, except: § Needs to acquire five licenses, or CALs, or one server § Wants the additional SA benefits in Open Value processor license, and wants SA § Wants license quantity flexibility (Open Value § Wants the flexibility of annual installment payment options Subscription) § Needs to have Office on a second portable computer § Wants to use disk imaging or software (only with Open Value Non-Companywide; Open Value distribution tools such as Microsoft System Companywide and Open Value Subscription require all Center Configuration Manager (formerly SMS), PCs to be countedn, including portable devices such as and therefore needs an Office suite that does laptops and Tablet PCs) not require product activation Recommended License: Select Agreement Customer Profile: Similar to Open Volume, except: § Has 250 or more desktops and can forecast a license § Wants additional savings on licenses consumption of at least 1,500 points in the Applications § Needs worldwide coverage Product Pool — 750 licenses without SA for Office § Wants to aggregate purchases across Standard 2007 geographies and affiliates Recommended License: Enterprise Agreement or Enterprise Subscription Agreement Customer Profile: Similar to Open Value Companywide or Open Value Subscription, except: § Has 250 or more desktops and wants to standardize § Needs worldwide coverage across all desktops § Wants to aggregate purchases across § Wants additional savings on licenses geographies and affiliates

1 Office functionality through Terminal Services — When accessing Office through a Windows Server 2003 Software Assurance may count as a license for qualification to Open Business. (or 2003 R2) Terminal Server, a separate Office license must be acquired for each device. 2 Recommend Open Volume if the customer needs to acquire a large number of licenses. (See page 13 for details.)

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Frequently Asked Questions What is the upgrade eligibility for the 2007 Microsoft Office products? Many of the 2007 Microsoft Office products are available as upgrade Full Packaged Products. Refer to http://office.microsoft.com/en-us/products/FX101754511033.aspx#2 for Microsoft Office Project Standard 2007 gives customers robust project management tools with upgrade eligibility. the right blend of usability, power, and flexibility, so they can manage projects more efficiently and effectively. Customers can stay informed and control project work, schedules, and finances; What transition paths are available for Office software? keep project teams aligned; and be more productive through integration with familiar Microsoft Customers who bought an Office license with Software Assurance can benefit from the following Office system programs, powerful reporting, guided planning, and flexible tools. transition paths. Microsoft Office Project Professional 2007 includes all the capabilities in Office Project Standard § Step up from Office Professional Plus 2007 with SA to Office Enterprise 2007 with SA. 2007. In addition, Office Project Professional 2007 provides collaborative enterprise project § Step up from Office Standard 2007 with SA or Office Small Business 2007 with SA to Office management capabilities when used with Microsoft Office Project Server 2007. Professional Plus 2007 with SA. Microsoft Office Project Portfolio Server 2007 helps organizations realize their potential by identifying, selecting, managing, and delivering portfolios that align with their strategic priorities. Step-up licenses are available through Open Value, Select License, and Enterprise Agreement but Office Project Portfolio Server 2007 is a key component of the Microsoft Office Enterprise Project not through Open License. Management (EPM) Solution and helps ensure that companies gain visibility, insight, and control across project, program, and application portfolios. What language options do the 2007 Microsoft Office products provide? FPP customers choose their languages when they purchase the Office products. Office Project Portfolio Server 2007 integrates with Microsoft Office Project Server 2007 to provide organizations with an end-to-end project portfolio management solution. Using the OEM customers choose their language when they purchase the Office products. By enrolling the bidirectional gateway, administrators can link multiple computers running Office Project Server OEM license into Software Assurance, customers get the right to install another language version 2007 to a computer running Office Project Portfolio Server 2007, providing executives with a provided that it does not cost more than the licensed version. consolidated view of all projects within the organization. Volume Licensing customers choose their language when they purchase an Office product and have the right to install another language version provided that it does not cost more than the Sell Software Assurance With Office Project 2007 licensed version. § Discuss Software Assurance benefits early in the sales cycle. § Integrate SA benefits value into the needs collection and solution discussions. All customers can change the user interface and add the proofing tools of another language by obtaining and installing an Office Single Language Pack (SLP). SLPs are available for many § Position SA benefits as a valuable part of the solution. languages but not for English. Office SLPs can enhance not only the ingredients of the 2007 § Focus the solution on specific SA benefits important to your customer. Microsoft Office suites but also individual applications such as Microsoft Office Visio 2007, Office § Talk about SA value over longer time frames. Project 2007, and Office SharePoint Designer 2007. SLPs can only be bought online through Office Online (http://office.microsoft.com/en-us/default.aspx). For more information on the partner business opportunity for SA, see page 29 of this guide. Customers who want to build a single disk image that includes all languages provided through an SLP may also decide to obtain the 2007 Microsoft Office system MultiLanguage Pack (MLP). This MLP not only contains the user interface of many different languages but also the proofing tools. As such, the 2007 Microsoft Office system MLP replaces the English Office 2003 Editions with Multilingual User Interface (MUI) Pack. Initially, the MLP will only be available through Volume Licensing, but it is also planned to be released as a Full Packaged Product in the middle of 2007.

For more information For details on Office and Windows Terminal Services, see www.microsoft.com/windowsserver2003/technologies/terminalservices/default.mspx

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Office Project Standard 2007 and Licensing Basics Office Project Professional 2007 SA Benefits by Volume Licensing Program If Office Project Standard 2007 or Office Project Professional 2007 is bought through open value Open Value Companywide Volume Licensing, the following rights apply: Benefit Open license Non-Companywide & Open Value Subscription New Version Rights    § You may install and use one copy of the software on the licensed device. § You may also install and use any prior Microsoft version of the software or any component Spread Payments   product of that version on the licensed device. eLearning1    § You may also install and use another copy of the software in one virtual (or otherwise Home Use Program    emulated) hardware system on the licensed device. § Instead of a copy of the software in a virtual (or otherwise emulated) hardware system Training Vouchers   on the licensed device, you may install a copy on a portable device for use by the single Corporate Error Reporting2    primary user of the licensed device.

Windows Preinstallation  Environment For each Office Project Server or Office Project Portfolio Server 2007 license you assign, you may run, at any one time, one instance of the server software in one physical or virtual 1 For every Office license to which Software Assurance has been added, SA customers may provide one user access to the Information Worker eLearning library, which does not only contain eLearning for Office but also operating system environment on the licensed server. You must acquire and assign an Office for Project, Visio, and other Office applications. Project CAL or Office Project Portfolio CAL to each device or user that accesses instances of the 2 This SA benefit is granted if the customer obtains licenses for an Office suite such as Office Professional Plus server software directly or indirectly — for example, through Microsoft Office Project Web Access. 2007. The benefit can also be used for Office Project 2007. This SA benefit is granted if the customer obtains There are two types of CALs: one for devices and one for users. Each device CAL permits one licenses for the Windows Vista Business upgrade. The benefit can also be used for Office Project 2007. device, used by any user, to access instances of the server software on licensed servers. Each user CAL permits one user, using any device, to access instances of the server software on licensed Office Project Server 2007 and servers. Your customer may use a combination of device and user CALs. Project Portfolio Server 2007 SA Benefits* by Volume Licensing Program Each licensed copy of Office Project Professional 2007 includes one Office Project Server 2007 open value Open Value Companywide Client Access License (CAL). Benefit Open license Non-Companywide & Open Value Subscription New Version Rights    If your customer would like to allow its business partners or customers to access its Office Project Server or Office Project Portfolio Server, the customer has two licensing options: Spread Payments   acquire Office Project Server and Office Project Portfolio Server CALs for each of the customer’s 24x7 Problem 1 1 external users, or acquire Office Project Server and Office Project Portfolio Server External Resolution Support Connector (EC) licenses for each server that will be accessed by external users. An external user is a person who is not an employee or similar personnel of the company or its affiliates, and is not TechNet Plus    Managed Newsgroups someone to whom you provide hosted services using the server software.

TechNet Plus 2  Office Project Server 2007 CALs and the Office Project Server 2007 External Connector are Subscription Media unavailable through retail (FPP) and should be obtained through Volume Licensing.

Extended Lifecycle   Office Project Portfolio Server 2007 CALs and the Office Project Portfolio Server 2007 Hotfix Support External Connector are unavailable through retail and should be obtained through

Cold Backup for Disaster    Volume Licensing. Recovery eLearning    See the Product Use Rights 1 The number of phone incidents awarded is based on SA spend. Phone incidents can be transferred into Premier Support agreements for coverage by Technical Account Managers. With unlimited Web support for all on www.microsoftvolumelicensing.com for licensing details Microsoft server products, customers can select the right level of support, when they need it. (only applies to licenses bought through Volume Licensing). 2 TechNet Subscription Media and Managed News Groups IDs require five servers on the agreement. *SA is required on servers and CALs (as applicable).

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Microsoft Office Project 2007 Licensing Recommendations Frequently Asked Questions Recommended License: Full Packaged Product My customer wants to acquire Office Project Standard 2007 or Office Project Professional Customer Profile: 2007 through the retail channel and owns a license for a previous version. Is my customer § Needs immediate access to the product with no § Does not intend to use disk imaging or software eligible to upgrade to Office Project 2007? commitment distribution technologies for deploying Office The chart below outlines the retail upgrade paths for earlier versions of Project § Is willing to forego product discounts Project 2007 (Office Project 2007 bought as an FPP requires individual product activation) (see http://office.microsoft.com/en-us/products/FX101754511033.aspx for details). Note: Upgrades are available only through the retail channel. Recommended License: Open Business Customer Profile: § Needs to acquire five licenses on initial order1 § Wants the advantages of Volume Licensing such as Microsoft Project Retail Upgrade Paths § Is willing to pay upfront for licenses installation with Volume License Keys (thus enabling Eligible for Retail Upgrade of: If LIcensed User of: deployment with disk imaging and software § Wants the ability to move licenses from one distribution), language transfer rights, downgrade Office Project Standard 2007 § Microsoft Project 2000 § Office Project Standard 2003 computer to another rights, and so forth § Project Standard 2002 § Needs a paperless, electronic license management system Office Project Professional 2007 § Microsoft Project 2000 § Project Professional 2002 Recommended License: Open Volume § Project Professional 2000 § Office Project Professional 2003 Customer Profile: Similar to Open Business, except: Wants to benefit from lower pricing by placing an initial order for at least 500 points. For points and pools, please refer to the Product List on www.microsoftvolumelicensing.com. How do downgrade rights apply for the External Connector License? Recommended License: Open Value Customer Profile: Similar to Open Business, except: The External Connector License for Office Project Server 2007 software can be used with Office § Needs to acquire five licenses and wants SA § Wants the additional SA benefits in Open Value Project Server 2007 or an earlier version of the server software on a single server. § Wants the flexibility of annual installment § Wants an agreement that can also be used for payment options affiliated companies in the same territory My customer will deploy Office Project Server 2007 or Office Project Portfolio Server 2007 on clustered servers. How many licenses will my customer need? Recommended License: Acquire software on existing Enterprise (Subscription) Agreement or Select Agreement Both the active and the passive failover servers require an Office Project Server 2007 or Office Customer Profile: Project Portfolio Server 2007 license. Since Office Project Server 2007 and Office Project Portfolio § Has a Select or Enterprise (Subscription) Agreement Server 2007 User or Device CALs grant access rights to every licensed server, clustering does not § Wants to take advantage of additional savings on licenses change the number of required CALs. 1 Software Assurance may count as a license for qualification to Open Business. Additional Resources General software overview and product information for end users and solution builders: Office Project Standard 2007 and Office Project Professional 2007: http://office.microsoft.com/en-us/project/default.aspx Office Project Server 2007: http://office.microsoft.com/en-us/projectserver/FX100739841033.aspx Office Project Portfolio Server 2007: http://office.microsoft.com/en-us/portfolioserver/FX101674151033.aspx Microsoft Enterprise Project Management solution: www.microsoft.com/business/epm.aspx

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For a more detailed feature comparison visit http://office.microsoft.com/en-us/visio/FX101757911033.aspx.

Microsoft Office Visio 2007 makes it easy for IT and business professionals to visualize, explore, and communicate complex information. Users go from complicated text and tables that are hard to understand to Visio diagrams that communicate information at a glance. Instead of static Sell Software Assurance With Microsoft Office Visio 2007 pictures, users create data-connected Visio diagrams that display data, are easy to refresh, and § Discuss Software Assurance benefits early in the sales cycle. dramatically increase your productivity. They can use the wide variety of diagrams in Office Visio 2007 to understand, act on, and share information about organizational systems, resources, and § Integrate SA benefits value into the needs collection and solution discussions. processes throughout your enterprise. § Position SA benefits as a valuable part of the solution. § Focus the solution on specific SA benefits important to your customer. Office Visio 2007 is available in two stand-alone versions: Office Visio Professional 2007 and Office Visio Standard 2007. Office Visio Standard 2007 has the same basic functionality as Visio § Talk about SA value over longer time frames. Professional 2007 and includes a subset of its features and templates. Office Visio Professional 2007 offers advanced functionality, such as data connectivity and visualization features, that For more information on the partner business opportunity for SA, see page 29 of this guide. Office Visio Standard 2007 does not. Microsoft Office Visio 2007 SA Benefits by Volume Licensing Program Office Visio 2007 Versions open value Open Value Companywide1 Benefit Open license Non-Companywide & Open Value Subscription1 Features Standard Professional New Version Rights   

§ AutoConnect functionality § Multilanguage and Spread Payments   § Autodesk AutoCAD capabilities complete Unicode support § Brainstorming diagrams § Organization charts Home Use Program    § Business process diagrams § PDF and XPS file support 2  § Clip art integration § Review mode Employee Purchase Program § Save as Web page with § Context-sensitive Help and links to eLearning2    task-specific templates navigation controls § Flowcharts § Shape customization Training Vouchers2   § Shape data reporting § Microsoft Office Outlook 2007   integration § Microsoft Tablet PC support, Corporate Error Reporting2,3   § Microsoft Office Project integration including digital ink with Visio Gantt charts and timelines § Theme support Windows Preinstallation  § Microsoft Office SharePoint § Timelines and calendars Environment Server integration through § Wizards for generating diagrams 1 Office Visio can be bought as an additional product through Open Value Companywide or Open Value Document Workspaces from existing data Subscription. Such an agreement must be entered into for a platform product such as Office Professional Plus § Microsoft Visual Studio § Workflow shapes (3-D) programming support, including or the Core CAL. § XML Web services integration Microsoft .NET 2 This SA benefit is granted if the customer obtains licenses for an Office suite such as Office Professional Plus 2007. The benefit can also be used for Office Visio. Advanced Features: 3 This SA benefit is granted if the customer obtains licenses for the Windows Vista Business Upgrade. The benefit § Building, space, and floor plans § Infrastructure Library can also be used for Office Visio. § Data-driven solution support (ITIL) diagrams (including data-related APIs) § Logical network diagrams § Data Graphics functionality § Network rack diagrams See page 10 for details on the licensing programs. See page 8 for details on the partner § Data Link functionality § PivotDiagrams opportunities for each license type. § Database modeling diagrams with § Sample diagrams  reverse engineering of any Open § Software diagramming Database Connectivity–compliant and reverse engineering data source § Value stream maps § Directory services diagrams § Web site mapping and § Engineering diagrams —electrical, documentation including auto- chemical, and more generation of Web site maps § Information Technology

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Target Your Customer Software development templates. Users can diagram custom software solutions using the Office Visio Standard 2007 is best for business users who need to visualize, document, Windows XP User Interface template, Unified Modeling Language (UML) template, and more. communicate, and share ideas using professional-looking flowcharts, office layouts, organization Architectural plans, engineering schematics, facilities management, and database charts, project timelines, and more. Many features in Office Visio Standard 2007 streamline modeling. Users can create various technical diagrams, such as floor, space, and site plans; diagramming tasks to improve productivity and help users communicate more effectively. Office engineering schematics; facilities management diagrams; database models; and many more. Visio Standard 2007 helps users: Office Visio Professional 2007 even includes functionality that they can use to reverse- Brainstorm ideas. Users can export brainstorming diagrams to Microsoft Office Word engineer database models and software solutions. documents in outline form to easily organize and communicate ideas generated in meetings. Chart organizations. Users can insert pictures and dotted-line relationships into Microsoft Office Visio 2007 Licensing Recommendations organization charts to show employee pictures and important reporting structures. Recommended License: Full Packaged Product Schedule activities. Users can generate calendars by importing Office Outlook 2007 Customer Profile: calendar data into Office Visio Standard 2007 for easy viewing and reference. § Needs immediate access to the product with § Does not intend to use disk imaging or software no commitment distribution technologies for deploying Office Visio Track project progress. Users can split activities among multiple timelines and synchronize § Is willing to forego product discounts 2007 (Office Visio 2007 bought as an FPP requires them for clearer illustrations. individual product activation) Recommended License: Open Business1 Visualize business processes. Users can use specific tools and diagram types to support Customer Profile: any business process documentation effort. § Needs to acquire five licenses or one server § Wants the advantages of Volume Licensing such as processor license, on initial order2 installation with Volume License Keys (thus enabling Professionals in IT, engineering, and software development benefit from the diagramming § Is willing to pay upfront for licenses deployment with disk imaging and software distribution), language transfer rights, downgrade § Needs a paperless, electronic license solutions targeted toward those specific domain needs in Office Visio Professional 2007. Business rights, and so forth management system professionals who want to link any diagram to business data can also benefit from the new Data Link functionality in Office Visio Professional 2007. Recommended License: Open Volume Customer Profile: Similar to Open Business, except: Office Visio Professional 2007 includes all of the business diagramming tools included in Wants to benefit from lower pricing by placing an initial order for at least 500 points. Office Visio Office Visio Standard 2007, plus additional comprehensive technical solutions and advanced Standard is part of the applications pool and yields 1 point as a license and 2 points as a license with functionality. Office Visio Professional 2007 can be used to create high-value diagrams by using Software Assurance. Office Vision Professional yields 2 points as a license and 4 points as a license with features, templates, and solutions such as: Software Assurance. The 500-point minimum may be reached by combining Office Visio 2007 with other desktop applications and application suites such as Office Professional Plus 2007 Data Link and Data Graphics functionality. Users can integrate data with diagrams to combine disparate sources of complex visual, textual, and numeric information in order Recommended License: Open Value to provide visual context for data and create a complete picture of a system, resource, or Customer Profile: Similar to Open Business, except: process. They can display data fields as callouts next to a shape, position fields in boxes § Needs to acquire five licenses or one server § Wants the additional SA benefits of Open Value below a shape, or show symbols that represent data. processor license, and wants SA § Wants an agreement that can also be used for § Wants the flexibility of annual installment affiliated companies in the same territory PivotDiagram template. Users can visualize and explore business data in hierarchical form payment options showing data groups and subtotals. They can identify the key messages in data and visually Recommended License: communicate them with others in the organization. Acquire software on existing Enterprise (Subscription) Agreement or Select License Agreement Value Stream Map template. Users can create diagrams based on Lean Methodology and Customer Profile: § Has a Select License or Enterprise § Wants to take advantage of additional savings visualize manufacturing processes to facilitate efficiency gains. (Subscription) Agreement on licenses Information Technology Infrastructure Library template. Users can diagram IT service 1 Recommend Open License Volume if the customer needs to acquire a large number of licenses. processes that conform to ITIL standards. (See page 13 for details.) Network diagram templates. Users can diagram logical and physical network diagrams, 2 Software Assurance may count as a license for qualification to Open Business. including rack diagrams. Web development templates. Users can create site maps of existing Web sites using templates and predefined shapes. They can generate reports of site links, including broken links, or use reporting tools to identify changes in a site since it was last diagrammed.

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Licensing Basics Frequently Asked Questions If Office Visio Standard Edition 2007 or Office Visio Professional Edition 2007 is bought through What are the downgrade use rights for Office Visio 2007? Volume Licensing, the following rights apply: Volume Licensing customers may downgrade to any previous edition of the same version. Media § You may install and use one copy of the software on the licensed device. kits for Visio 2003 are available, but media kits for Visio 2002 and prior versions may no longer § You may also install and use any prior Microsoft version of the software or any component be available. product of that version on the licensed device. FPP customers may not downgrade Office Visio 2007. § You may also install and use another copy of the software in one virtual (or otherwise emulated) hardware system on the licensed device. How do I determine my customer’s upgrade eligibility for the retail upgrade editions? § Instead of a copy of the software in a virtual (or otherwise emulated) hardware system on the Customers who buy Office Visio 2007 as a Full Packaged Product may qualify for an upgrade. The licensed device, you may install a copy on a portable device for use by the single primary user following versions qualify of the licensed device. (see http://office.microsoft.com/en-us/products/FX101754511033.aspx for details):

Qualifying Retail Upgrade Editions of Office Visio 2007 For more information Edition/Version Standard Professional See the Product Use Rights on www.microsoftvolumelicensing.com Microsoft Office Visio Standard 2007  for licensing details (applies only to licenses bought through Volume Licensing). Microsoft Office Visio Professional 2003 

Microsoft Office Visio Standard 2003   Additional Resources Microsoft Visio 2002 Professional  For software overview and product information, Microsoft Visio 2002 Standard   visit http://office.microsoft.com/en-us/visio. Microsoft Visio 2000 Professional  For product support questions and help with issues about installing and using the product, visit http://support.microsoft.com. Microsoft Visio 2000 Standard   A free viewer with which Office Visio files can be viewed is available from www.microsoft.com/downloads.

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Visual Studio 2005 Professional Edition — a comprehensive development environment for professional developers. Visual Studio 2005 Professional Edition is a comprehensive, high-productivity professional

Microsoft Visual Studio® 2005 is the Microsoft family of software development tools to use to development environment (for developers working alone or in small teams) for building high- create Windows applications for PCs, servers and portable devices, highly interactive Web sites, performance, multitier applications for Windows, the Web, and mobile devices. XML Web services, and other bits of software. With Visual Studio 2005 Professional Edition, professional developers can: Visual Studio 2005 comes in five different editions: § Create multitier applications for Windows, the Web, smartphones, and Pocket PCs. § Visual Studio 2005 Express Edition § Use integrated Visual Database Tools for designing databases, tables, stored procedures, § Visual Studio 2005 Standard Edition and more. § Visual Studio 2005 Professional Edition § Use integrated database report designer and viewer. § Visual Studio 2005 Tools for Office § Design, debug, and deploy multitier applications. § Visual Studio 2005 Team System § Use integrated Extensible Stylesheet Language Transformation (XSLT) debugging. Visit http://msdn.microsoft.com/vstudio/products/vspro/default.aspx for details. Target Your Customer Visual Studio Express Edition — Lightweight, easy-to-use, and easy-to-learn tools for the Visual Studio 2005 Tools for the Microsoft Office System — empower IT professionals, ISVs, hobbyist, novice, and student developer. and system integrators to build robust smart client solutions for the Microsoft Office System. § Microsoft Visual Web Developer 2005 Express Edition: an ideal environment for dynamic IT professionals, ISVs, and system integrators can use Visual Studio 2005 Tools for the Microsoft Web development. Office System to: § Microsoft Visual Basic® 2005 Express Edition: productivity that is ideal for first-time or casual § Increase information worker productivity. § Windows programming. Increase developer productivity. § Unlock business data stored in documents § Reduce IT operations costs. § Microsoft Visual C#® 2005 Express Edition: a great combination of power and productivity for the Windows developer. § Reduce end user training costs. § Microsoft Visual C++® 2005 Express Edition: horsepower with a finer degree of control than Visit http://msdn.microsoft.com/vstudio/products/vsto/default.aspx for details. other Express Editions.

§ Microsoft Visual J#® 2005 Express Edition: ideal for those with prior Java-language Visual Studio 2005 Team System experience or learning the Java language. The Microsoft Visual Studio Team System offers tightly integrated and extensible tools that § Microsoft SQL Server 2005 Express Edition: a powerful and easy-to-use database to enable software development teams to reduce the complexity of development and improve complement each Express Edition. Refer to page 65 for a detailed description of SQL Server 2005. communication and collaboration throughout the development process. The Visual Studio Team System also includes the Microsoft Solutions Framework, which provides a set Visual Studio 2005 Standard Edition — A comprehensive development environment for of proven software development processes that help organizations deliver enterprise-ready solutions. individual professional developers. Visual Studio 2005 Standard Edition is a comprehensive, high-productivity professional development environment (for developers working alone) for building high-performance, multitier applications for Windows, the Web, and common consumer mobile devices. Visual Yes Studio 2005 Standard Edition is the ideal tool for the part-time or occasional developer who wants:

§ Support for Visual Basic, Visual C#, Visual C++, and Visual J# languages. Yes § To develop and deploy client-server–based applications for Windows, the Web, smartphones,

and Pocket PCs. No No § Drag-and-drop user interface designers for virtually every type of application. § A built-in Web server for testing Web applications; IIS is not needed.

Visit http://msdn.microsoft.com/vstudio/products/vsstandard/default.aspx for a detailed overview of Visual Studio 2005 Standard Edition. Visit http://msdn2.microsoft.com/en-us/teamsystem/default.aspx for a detailed overview of the Visual Studio 2005 Team System.

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Visual Studio 2005 Team Suite Visual Studio 2005 Team Test Load Agent Visual Studio 2005 Team Suite is a productive, integrated, and extensible suite of lifecycle tools Team Test Load Agent generates supplemental test load for use with Visual Studio 2005 Team that expand the Visual Studio product line to enable greater communication and collaboration Edition for Software Testers that enables organizations to simulate more users and more between software development teams. With Visual Studio 2005 Team Suite, organizations can accurately test the performance of Web applications and servers. ensure greater predictability and quality early and often throughout the development process. For a feature comparison of all Visual Studio 2005 editions, please visit Visual Studio 2005 Team Edition for Software Architects http://msdn.microsoft.com/vstudio/products/compare/default.aspx. Team Edition for Software Architects provides tools for visually constructing solutions that are designed from the onset for the environments in which they will be used, so teams can MSDN: The Microsoft Developer Network develop and deploy applications faster and more effectively. With the modeling framework, The most convenient way to receive the latest Microsoft developer tools, technologies, and architects can visualize prescribed architectures and network infrastructures. resources, including Visual Studio 2005 is MSDN® — the Microsoft Developer Network.

Visual Studio 2005 Team Edition for Software Developers MSDN Operating Systems Subscription Team Edition for Software Developers provides advanced development tools that enable An MSDN Operating Systems Subscription provides access to the latest Microsoft operating systems teams to incorporate quality early and often throughout the life cycle. Performance analysis for desktops, portable computers, line-of-business applications, and enterprise networking. tools measure, evaluate, and target performance-related issues in code, helping identify An MSDN Operating Systems Subscription entitles developers to receive continuous priority performance bottlenecks early on. access to the latest Microsoft operating systems, technical resources, and support through secure Visual Studio 2005 Team Edition for Software Testers Internet access to the download site (through MSDN Subscriber Downloads site) and through Team Edition for Software Testers introduces a set of test tools that are integrated into the regular CD or DVD shipments. The MSDN Operating Systems Subscription provides: Visual Studio environment. With these tools, testers can author, execute, and manage tests § Windows Server 2003 product family. § Windows 2000 Professional and and related work items all from within Visual Studio. § Windows 2000 Advanced Server for line-of- Windows XP Professional for business business and Internet-based back-end use. desktops and portable computers. Visual Studio 2005 Team Foundation Server § § Windows Vista Team Foundation Server is what powers the collaboration aspects of the Visual Studio Team Windows 2000 Server for file and print, § System. When used in conjunction with Visual Studio Team System, Team Foundation Server Web server, and group mail. Windows XP enables the developer to effortlessly manage and track the progress and health of Visual Studio projects. Continuous access to new software and technical resources. During the term of your subscription, customers are entitled to upgrades to their subscription software, select new releases, and Each of the Team System client products has been designed to integrate seamlessly with product betas, in addition to resources such as software and hardware development kits and Team Foundation Server. Team Foundation Server provides version control, build automation, service packs. work item tracking, and other functionality for the development process. These services can Professional Technical Support, including unlimited use of MSDN Managed Newsgroups be accessed from the Team Explorer components that integrate with the Team System client for online support with guaranteed response times of two business days, two phone-based products, or as a stand-alone client. Each licensed Team System client user also receives a CAL for support incidents, and free access to MSDN Online Concierge for nontechnical questions Team Foundation Server. Additional User CALs may be purchased for users who are not licensed regarding navigation of the MSDN site, Knowledge Base article searches, and MSDN for the client products. Alternatively, Device CALs may be bought for devices that are not licensed Subscriber Downloads. for the client products. Continuously updated technical content is available through the MSDN Library, which A Team Foundation Server CAL is not needed for: offers comprehensive programming information, code samples, sample applications, § Any device running another licensed copy of the server software. technical documentation and articles, and access to the Microsoft Developer Knowledge Base. § Up to two devices or users that access only the server software to administer it. Operating system usage rights are limited to development and testing only. For licensing details, Visit http://msdn.microsoft.com/vstudio/products/subscriptions/os/ for MSDN Operating Systems Subscription details. read the Visual Studio Team System Licensing white paper, which can be downloaded by visiting www.microsoft.com/downloads/details.aspx? FamilyID=1fa86e00-f0a3-4290-9da9-6e0378a3a3c5&DisplayLang=en.

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MSDN Library Subscription MSDN Premium Subscription An MSDN Library Subscription entitles developers to receive the latest Microsoft programming An MSDN Premium Subscription provides continuous, priority access to the development tools information and resources available online through regular CD or DVD shipments delivered to and technologies you need to build a broad range of applications and Web services. Premium the customer. The MSDN Library Subscription provides access to more than 1.8 gigabytes (GB) of Subscriptions are offered for the following five products: comprehensive programming information and technical resources, including: § Visual Studio 2005 Team Suite § More than 1,800 royalty-free code samples. § Visual Studio 2005 Team Edition for Software Architects § Sample applications. § Visual Studio 2005 Team Edition for Software Developers § Technical product documentation and articles. § Visual Studio 2005 Team Edition for Software Testers § Microsoft Developer Knowledge Base with more than 40,000 articles on bug fixes and code § Visual Studio 2005 Professional Edition workarounds on Microsoft development products. MSDN Premium Subscription highlights: Visit http://msdn.microsoft.com/vstudio/products/subscriptions/library/ for MSDN Library Subscription details. Includes the benefits of Professional, Operating Systems, and Library Subscriptions. Continuous access to new software and technical resources. During the term of their MSDN Professional Subscription subscription, customers are entitled to upgrades to your subscription software and to select An MSDN Professional Subscription provides continuous, priority access to development tools and new releases and product betas, in addition to resources such as software and hardware technologies. A Professional Subscription is available for Visual Studio 2005 Professional Edition. development kits and service packs. MSDN Professional Subscription highlights: Latest Microsoft operating systems. Includes the latest versions of Windows Server Includes MSDN Operating Systems and Library Subscriptions. 2003, Windows 2000 Server, Windows 2000 Professional, Windows 2000 Advanced Server, Windows XP Professional Edition, Windows XP Home Edition, and future Windows Continuous access to new software and technical resources. During the term of your releases. Usage rights are limited to development and testing only. Broad range of the subscription, customers are entitled to upgrades to their subscription software and to select latest Microsoft server product portfolio products includes the latest versions of SQL Server, new releases and product betas, in addition to resources such as software and hardware Exchange Server, Microsoft BizTalk® Server, Microsoft Commerce Server, Microsoft Host development kits and service packs. Integration Server, Microsoft Internet Security and Acceleration Server, Microsoft Office Latest Microsoft operating systems. Includes the latest versions of Windows Server SharePoint Serve, etc. Usage rights are limited to development and testing only. 2003, Windows 2000 Server, Windows 2000 Professional, Windows 2000 Advanced Server, Latest Microsoft productivity applications. Include Microsoft Office Visio, Microsoft Windows XP, Windows Vista, and future Windows releases. Usage rights are limited to Office Project, Office Professional Plus, Office Visio Professional, etc. Usage rights are limited development and testing only. to business use directly related to development and testing only. In addition to development SQL Server and SQL Reporting Services (Developer Editions). Usage rights are limited to and testing use rights, one copy of Office Professional Plus can be used by a single MSDN development and testing only. licensed user for general business use. Technical support. Includes unlimited usage of MSDN Managed Newsgroups for online Technical support includes unlimited usage of MSDN Managed Newsgroups for online support with a guaranteed response time of two business days, phone-based support support with a guaranteed response time of two business days, phone-based support incidents, and free access to MSDN Online Concierge for nontechnical questions incidents, and free access to MSDN Online Concierge for nontechnical questions regarding navigation of the MSDN site, Knowledge Base article searches, and MSDN regarding navigation of the MSDN site, Knowledge Base article searches, and MSDN Subscriber Downloads. Subscriber Downloads. Continuously updated technical content is available through the MSDN Library, which offers Continuously updated technical content is available through the MSDN Library, which comprehensive programming information, code samples, sample applications, technical offers comprehensive programming information, code samples, sample applications, documentation and articles, and the Microsoft Developer Knowledge Base. technical documentation and articles, and the Microsoft Developer Knowledge Base.

Visit http://msdn.microsoft.com/vstudio/products/subscriptions/professional/ for MSDN Visit http://msdn.microsoft.com/vstudio/products/subscriptions/premium for a detailed Professional Subscription details. description of MSDN Premium Subscriptions.

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Transition for Existing MSDN Universal and Enterprise Subscriptions Licensing Basics For a limited time, MSDN Universal subscribers are eligible for promotional pricing on an § Microsoft Visual Studio is licensed on a per-designated-user basis. upgrade to Visual Studio Team Suite with MSDN Premium Subscription. Active retail subscribers § Users may install any number of copies on any number of devices. may purchase a special “step up” for their existing subscription, upgrading it to Visual Studio § All Visual Studio licenses provide downgrade rights. Team Suite with MSDN Premium subscription. Retail step-ups are available through the reseller channel or the MSDN Customer Service Center. Volume Licensing customers may upgrade by Software Assurance for Visual Studio paying for Software Assurance on the Team Suite through the balance of their agreement. Visual Studio has a unique model for Software Assurance. The Software Assurance for Visual Visit http://msdn.microsoft.com/vstudio/products/subscriptions/maketransition for Studio is an MSDN subscription that provides updates and priority access to Visual Studio releases transition instructions. during the term of the MSDN subscription. Regardless of the customer profile and version recommendation, an MSDN subscription is the Microsoft Visual Studio 2005 Licensing Recommendations best way to obtain Visual Studio 2005. An MSDN subscription is the best way to obtain Visual Studio 2005 and the Microsoft platform, especially for professional developers who need to obtain Visual Studio Team Edition, Visual Frequently Asked Questions Studio Professional, or Visual Studio Tools for Office. If your customer wants to purchase Visual Studio within or outside of an MSDN subscription, please refer to the following table: What is MSDN? MSDN is the Software Assurance for Visual Studio. MSDN provides: Microsoft Visual Studio 2005 Licensing Recommendations § Subscription updates for Visual Studio. Recommended License: Full Packaged Product1 § Priority access to new Visual Studio releases. Customer Profile: § Beta software. § Needs immediate access to the product § Is willing to forego product discounts with no commitment What are the use rights for software applications developed with Visual Studio tools? Recommended License: Open Business2 Applications developed with Visual Studio tools are owned and may be licensed by the developer, Customer Profile: subject to the redistribution limitations specified in the End User License Agreement (EULA) or § Needs to acquire five licenses, or CALs, § Wants the ability to move licenses from one computer or one server license, on initial order3 to another Product Usage Rights (PUR). § Is willing to pay upfront for licenses § Needs a paperless, electronic license management system What are the use rights of Visual Studio documentation? Visual Studio users may make and use unlimited copies of documentation for internal distribution. Recommended License: Open Value Customer Profile: § Needs to acquire five licenses, or CALs, § Wants the additional SA benefits in Open Value What are the use rights for the Microsoft software that come with Visual Studio or one server license, and wants SA § Needs a paperless, electronic license management system and MSDN? § Wants the flexibility of annual installment Any server or application system software included with Visual Studio and MSDN are for test and payment options development only. MSDN Premium provides general business use rights for Office for the Visual Recommended License: Studio licensee desktop. Acquire software on existing Enterprise (Subscription) Agreement or Select License Agreement Customer Profile: What are the redistributable limitations for Visual Studio software? § Has a Select or EA agreement § Wants to take advantage of additional savings on licenses Redistributable components of Visual Studio are licensed for use only on the Windows platform. 1 Customer may add SA to a new or existing Volume License agreement for OEM and FPP licenses. Please review your EULA or PUR for complete details. 2 Recommend Open Volume if the customer needs to acquire a large number of licenses. (See page 13 for details.) 3 Software Assurance may count as a license for qualification to Open Business.

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Target Your Customer Step 1: Target your customer by the type of edition that would best fit that customer. CRM 3.0 Small Business Edition CRM 3.0 Small Business Edition is best for small or medium-sized business customers with a Automates sales processes and helps mobilize sales forces and improve service. limited budget who: Visit www.microsoft.com/crm. § Use Microsoft CRM to send and manage e-mail with Outlook, store business contacts, and manage appointment calendars without having to switch between applications. Microsoft Dynamics™ CRM 3.0 Overview § Need personalized, configurable workspaces that help users make more-informed business Build lasting customer relationships across sales, marketing, and customer service with an decisions with dynamic analysis and reporting tools. affordable, easy-to-use CRM solution from Microsoft. Microsoft CRM 3.0 includes: § Need a flexible and customizable platform that can be configured to meet their unique business needs. § Native Outlook experience for managing sales, service, and marketing business processes. § Use Microsoft CRM to plan, implement, and monitor multitiered sales and marketing § Enhanced reporting and analysis tools with SQL Server Reporting Services. campaigns that generate new sales for their business. § Innovative and intuitive business design and customization tools. § Want to transform everyday service issues into opportunities for enhancing § Simplified deployment and management tools for IT professionals. customer relationships.

Standardize customer communications and business processes with familiar Microsoft technology CRM 3.0 Professional Edition that works the way your users work, adapts to the way you do business, and works the way IT CRM 3.0 Professional Edition is best for medium-sized or enterprise customers that meet the expects it to. profile for CRM 3.0 Small Business Edition and also have more than 75 users or more than one server. Microsoft CRM 3.0 is available in two editions: Small Business Edition and Professional Edition. Small Business Edition is designed for Microsoft Windows Small Business Server (SBS) 2003 For product details, view the data sheet at Premium Edition. Like SBS 2003, CRM 3.0 Small Business Edition is limited to one server and 75 www.microsoft.com/businesssolutions/crm/product/30datasheet.mspx. users. CRM 3.0 Small Business Edition includes all CRM 3.0 Professional features, plus these unique small business features: Step 2: Choose a delivery mechanism. CRM 3.0 is available in several forms: § Wizard-driven installation with fewer than 10 clicks § Configuration Consultant in a Box wizard § As a Full Packaged Product § Business Contact Manager migration § Through Volume Licensing § SBS Management Tools integration § Sold as an OEM license with a complete system § SBS Fax Service integration § Bundled with a third-party software product licensed through the ISV Royalty program § As a hosted solution that is licensed through the Services Provider License Agreement SOFTWARE MAINTENANCE PROGRAM WITH MICROSOFT (SPLA — visit www.microsoft.com/serviceproviders/licensing/howto.mspx to read more § Software Maintenance programs are included with all Microsoft CRM sales. about this licensing mechanism). § Software Assurance is included with all licenses acquired through Volume Licensing. § All licenses acquired through FPP include one year of maintenance. § For additional software maintenance program information, see the table in the following section “Licensing Recommendations For Customers” on the next page.

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Licensing Recommendations For Customers See page 10 for details on the licensing programs. See page 8 for details on the partner The following table shows the availability of CRM 3.0 licenses through each licensing mechanism. opportunities for each license type. Open ISV Licensing Mechanism FPP Open Value Select EA Royalty SPLA Licensing Basics For Microsoft Crm 3.0 Professional        § Licenses for CRM software are for an edition of Microsoft CRM 3.0. External Connector      § The Microsoft CRM Server licensing model requires a server license for each copy of the software installed. Separate server licenses exist for Small Business Edition and Small Business Edition     Professional Edition. § A Microsoft CRM Client Access License is required for every user who accesses CRM SBE to Professional Upgrade     server software. Years of SA or (Maintenance) Included ( 1 ) 2 3 3 3 ( 1 )* N / A § For external users, the CRM 3.0 External Connector License is an alternative for CRM CALs. External users are, for instance, customers or partners in the following situations: a customer Customer Support Provider Microsoft Partner creates new activities in CRM (such as a case) or updates information in CRM (such as contact information), a partner fills orders or updates case status. *optional § Customers who use CRM through an SPLA needed a Subscriber Access License (SAL) for every Microsoft Dynamics CRM 3.0 Licensing Recommendations individual user. The customer and his or her service provider do not need server licenses.

1 Recommended License: OEM CRM 1.2 customers with active Software Assurance can upgrade to CRM 3.0 at no license cost. Customer Profile: CRM 1.2 customers who do not immediately upgrade to 3.0 can continue to buy 1.2 licenses. § Needs immediate access to the software § Is willing to forego software discounts Version 1.2 will remain available on pricelists for the life of 3.0. with no commitment § Also needs new hardware Recommended License: Full Packaged Product1 Partner Opporuntiy For Microsoft Crm 3.0 Customer Profile: § Needs immediate access to the software § Is willing to forego software discounts Microsoft Certified Business Solution Partners who continue to focus on presale and postsale with no commitment professional services and delivering licenses will have the opportunity to earn fees for their Recommended License: SPLA presale software recommendation activities, discount opportunities when reselling licenses, and Customer Profile: implementation services contracts with customers. § Wants to avoid the complexity of in-house installation and deployment Microsoft CRM Certified Software Advisors (CSAs) are eligible to earn Microsoft CRM CSA § Wants a monthly everything-included fee rather than upfront purchase and installation costs fees of up to 30 percent of each customer’s order of CRM Licenses and Software Assurance. 2 Recommended License: Open Business Eligibility for the Microsoft CRM Certified Software Advisor fee on any Microsoft CRM Customer Profile: customer order in Volume Licensing has four principal requirements: § Would like two years of Software Assurance § Wants the ability to move licenses from one computer to benefit from the latest Microsoft to another Your organization needs to be Microsoft CRM–certified (you must pass the required exams). investments in research and development § Needs a paperless, electronic license management § Is willing to pay upfront for licenses system § You must have been involved in the presale software assessment and recommendation process with the customer. Recommended License: Open Value Customer Profile: § You must be the primary, postsale CRM implementation services partner for that customer. § Wants the flexibility of annual installment § Needs a paperless, electronic license management system § You must be a current member of the Microsoft Partner Program at the Registered, Certified, payment options § Wants the ability to move licenses from one computer or Gold Certified level. § Wants the additional SA benefits in to another § Open Value Microsoft CRM Certified Partners can sign up to receive these fees by visiting www.microsoft.com/businesssolutions/partnersource.aspx. Recommended License: Acquire software on existing EA or Select Agreement Customer Profile: § Has a Select Agreement or EA § Wants to take advantage of additional savings on licenses

1 Customer may add SA to a new or existing Volume License agreement for OEM and FPP licenses. 2 Recommend Open License Volume if the customer needs to acquire a large number of licenses. (See page 13 for details.)

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Partners who focus primarily on professional services can earn revenue on Software Advisor Fees Are CRM Device CALs available? and implementation services contracts with customers without being dependent on securing the No, a CRM Small Business Edition or Professional User CAL is needed for every named user. software license orders from customers. Partners can become certified and eligible to receive these fees by visiting Can CRM CALs be reassigned? www.microsoft.com/BusinessSolutions/partners/partner_opportunities.aspx. Yes, in most situations CRM CALs can be reassigned to another employee, agent, or contractor. Revenue opportunities for licensing resellers and/or software asset management partners: Read the End User License Agreement or Product Use Rights for details. § Microsoft CRM 3.0 is available in Volume Licensing. How do I find out more about the CRM Software Advisor fees available to me as § Customers may acquire Microsoft CRM by adding it to their current or new a partner? license agreements. For more details about Microsoft CRM Software Advisor fees, visit https://partner.microsoft.com/40012663. Frequently Asked Questions Why might I want to partner with a Microsoft Dynamics partner on a project? Are CRM Client Access Licenses also required for “light” and read-only users? Partnering with a Microsoft Dynamics partner provides you with the expertise and experience to Yes, a CRM CAL is needed for every internal user who accesses CRM. provide the best solutions available to your customers. You can take advantage of a strong brand and years of experience with small and medium-sized businesses, and enhance your customer Can prospects first try CRM? relationships to provide the best solutions available. Yes, 90-day trial versions are available both on a CD-ROM and as a download from www.microsoft.com/crm. To convert a trial version to a fully licensed version and deactivate the How can I find a Microsoft Dynamics partner? 90-day limit, customers need to acquire the appropriate number of CRM 3.0 licenses and apply a To find a partner that matches your business profile, contact your local sales office or visit commercial key to CRM. No reinstallation is required. www.microsoft.com/dynamics/partners/default.mspx. Customers who want to try CRM 3.0 through a hosted solution can do so during 30 days. Liinks To Additional Resources What determines the number of CRM 3.0 External Connector Licenses? For general software overview and information for end users and solution builders, visit An External Connector License is needed for every server that will be used by external users. As www.microsoft.com/dynamics/crm/default.mspx. such, the External Connector License is an alternative for CALs. The External Connector License does not contain a user limitation. For partner information with marketing training and selling resources, visit https://partner.microsoft.com/global/productssolutions/dynamics/microsoftdynamicscrm. Can the CRM 3.0 External Connector License be used for employees who work from an external location and for contractors or agents? No, the External Connector License can only be used by external users such as partners and customers. For agents and contractors, CRM 3.0 Professional CALs are required. The location where employees, agents, and contractors use CRM does not change the need for CRM CALs. Also note that the CRM 3.0 External Connector License cannot be used with the CRM Web or Outlook client. Instead, customers must use another (client) application such as a portal that pulls data from or feeds data into CRM.

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New business opportunities don’t come around every day. That’s why the launch of the Windows Vista operating system is so significant. The largest technology release in a decade, Windows Vista is the next version of the flagship Windows product from Microsoft. Windows Vista is more secure, more reliable, easier to use, and has more potential to fuel your business success than any previous version of Windows.

Available Windows Vista Editions And Targetting Your Customers Windows Vista is available in the following five editions: § Windows Vista Home Basic, for basic home needs such as e-mail and Internet access § Windows Vista Home Premium, for the best home computing and entertainment § Windows Vista Business, for small and mid-sized organizations § Windows Vista Enterprise, for mid-sized and large enterprises § Windows Vista Ultimate, for work and entertainment

V V E i i nter staW H PrestaW H Bu W W Ult W indo indo indo indo indo Windows Vista Features Comparision s B mium i V p V im V as o o nessi r i i m w m w sta w sta w atesta w i ise Key Feature c e s e s s s s

The most secure Windows ever, with Windows Defender and      Windows Firewall

Quickly find what you need, with Instant Search and Windows      Internet Explorer® 7

Elegant Windows Aero™ desktop experience, with Windows Flip     3D navigation

Best choice for laptops, with enhanced Windows Mobility Center     and Tablet PC support Collaborate and share documents, with Windows Meeting Space    

Enjoy Windows Media Center on TVs throughout your home, with   Xbox 360™ and other devices

Experience photos and entertainment in your living room, with   Windows Media Center

Help protect against hardware failure, with advanced business    backup features

Business networking including Microsoft Windows Server    integration and Remote Desktop for easier connectivity

Better protect your data against loss or theft, with Windows   BitLocker™ Drive Encryption

Build and deploy a single disk image for multiple languages by   using the Multilingual User Interface (MUI) Available as an OEM license     Product Licensing — Systems Available as a Full Packaged Product     Available through Microsoft Volume Licensing    Go to www.microsoft.com/windowsvista/getready/editions/default.mspx for details.

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Windows Vista Starter Licensing Recommendations For Customers Windows Vista Starter is the most affordable way to enjoy the basic Windows Vista experience. The only way to acquire a full license for Windows Vista is to obtain a preinstalled copy on a Windows Vista Starter is exclusively available in emerging markets, and it is designed for a beginning complete computer system or to buy the FPP through the retail channel. personal computer user, providing additional tools and tutorials to make it easier to use. Windows A license obtained through the Microsoft Volume Licensing channel only provides the customer Vista Starter is not currently scheduled to be available in the United States, Canada, the European with an upgrade license. Union, Australia, New Zealand, or other high-income markets as defined by the World Bank. A customer must have an underlying full license before being eligible to acquire a Microsoft To learn more about Windows Vista Starter, Volume Licensing upgrade. For more information, see the section in this guide about upgrade eligibility. go to www.microsoft.com/windowsvista/getready/editions/starter.mspx. Windows Vista Licensing Recommendations Licensing Basics Recommended License: OEM See the Product Use Rights document at www.microsoftvolumelicensing.com for details. Customer Profile: (This document applies only to Microsoft Volume Licensing.) § Is purchasing a complete personal computer along with the software § Wants a single point for hardware and software support Windows Vista is licensed on a per-copy, per-device basis. Recommended License: Full Packaged Product Windows Vista Enterprise is not available as a separate product. Its right to use is granted to Customer Profile: customers who have the right to use Windows Vista Business with Software Assurance. § Needs a full license and does not need a complete § Needs a Windows Vista Home Basic personal computer or Windows Vista Home Premium Use in virtualized environments: § Needs immediate access to the product, with no commitment upgrade license § Instead of using Windows Vista Business or Windows Vista Ultimate in a physical environment, § Needs Windows Vista Business upgrade licenses and § Needs a license that can be transferred you can use the software installed on the licensed device within a virtual (or otherwise does not qualify for Microsoft Volume Licensing to another system emulated) hardware system on the licensed device. Recommended License: Open Business § Windows Vista Home Basic and Windows Vista Home Premium cannot be used within a virtual Customer Profile: § § (or otherwise emulated) hardware system. Needs upgrade licenses or SA for Windows Vista Business Is willing to pay up front for licenses. § Needs to acquire five or more upgrades or licenses, or can § Needs a paperless, electronic license § Customers who install Windows Vista Enterprise can install and use additional copies of the use an existing Open Business agreement for reordering management system software, up to four virtual (or otherwise emulated) hardware systems on the licensed device. Recommended License: Open Volume They cannot use more than one copy per system. They can install and use a second copy of the Customer Profile: Similar to Open Business, except: software on the licensed device in place of one of the copies permitted for use within virtual (or Wants to benefit from lower pricing by placing an initial order for at least 500 points. For points and pools, otherwise emulated) hardware systems above, for example, to facilitate a multiboot setup. They see the Microsoft Product List for Volume Licensing at www.microsoftvolumelicensing.com. can use any edition (Business, Enterprise, or Ultimate) or an earlier version of the software in Recommended License: Open Value place of the licensed version for any of the additional copies permitted above. They must use Customer Profile: Similar to Open Business, except: either Windows Vista Enterprise or Windows Vista Ultimate, or third-party software, to run the § Needs to acquire five or more upgrades and SA, or SA-only § Wants an agreement that can also be hardware virtualization software and to service the virtual (or otherwise emulated) hardware § Wants the flexibility of annual installment payment options used by affiliated companies in the systems described above. They cannot use any other edition of Windows software for this § Wants the additional SA benefits that come with this license same territory purpose. This applies despite any downgrade right that customers have under the Microsoft § Needs a paperless, electronic license management system Volume Licensing agreement. Recommended License: Microsoft Select License Customer Profile: Similar to Open Volume, except: Downgrade rights: § Wants to benefit from additional savings § Can provide a three-year forecast for at § Microsoft Volume Licensing: Windows Vista purchased through Microsoft Volume Licensing § Needs worldwide coverage least 1,500 points in the Systems Pool. includes downgrade rights to earlier versions. § Wants to aggregate purchases across geographies For points and pools, see the Microsoft and affiliates Product List for Volume Licensing at § OEM license: Windows Vista Business and Windows Vista Ultimate purchased as OEM licenses www.microsoftvolumelicensing.com. provide downgrade rights to Windows XP Professional, Windows XP Professional 64-bit Edition, Recommended License: Enterprise Subscription Agreement and Windows XP Tablet PC Edition. Windows Vista Home Basic and Windows Vista Home Customer Profile: Similar to Open Value, except: Premium purchased as OEM licenses do not provide downgrade rights. § Has 250 or more desktops § Wants to aggregate purchases across § Full Packaged Product (FPP): Windows Vista purchased as an FPP does not provide § Wants to benefit from additional savings geographies and affiliates downgrade rights. § Needs worldwide coverage § Wants to standardize desktops § Only Windows Vista FPP licenses and upgrades are transferable from one computer to another.

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Sell Software Assurance With Microsoft Windows Vista Business Volume Activation 2.0 § Discuss SA benefits early in the sales cycle. Volume Activation 2.0 is a new requirement in Windows Vista, requiring activation of each § Integrate SA benefits value into the needs collection and solution discussions. Windows Vista license that is acquired under a Microsoft Volume Licensing agreement. When § Position SA benefits as a valuable part of the solution. designing and building the new volume activation technologies, Microsoft focused on two goals: first, to close significant piracy loopholes (volume license keys represent the majority of keys § Focus the solution on specific SA benefits that are important to your customer. that are involved in Windows piracy); and second, to improve the volume customer experience. § Talk about the SA value over longer time frames. Volume Activation 2.0 provides increased protection and management of customer volume § New personal computer purchases that have Windows Vista Business preinstalled have 90 days license keys in managed and nonmanaged environments, and it also provides flexible deployment from the date of purchase to be enrolled into SA. options for customers. The process is transparent for end users, and the Volume Activation 2.0 solution works in a variety of customer environments. For more information, see the Microsoft Product List for Volume Licensing at Volume Activation 2.0 offers a simple and security-enhanced activation experience for enterprise www.microsoftvolumelicensing.com/userights. customers, while addressing issues that are associated with volume licensing in previous versions For more information about the partner business opportunity for SA, see page 29 of this guide. of Windows and reducing risks of leakage to both Microsoft and its customers. Volume Activation 2.0 gives system administrators the ability to centrally manage and protect product keys, and also Windows Vista Business SA Benefits by Volume Licensing Program provides several flexible deployment options to activate the computers in the environment no open value Open Value Companywide matter what the size. Volume Activation 2.0 provides the basis for an easy-to-use, comprehensive, Benefit Open license Non-Companywide & Open Value Subscription integrated activation process that supports Microsoft and third-party applications. It is also the New Version Rights    starting point for a strong software asset management system that delivers immediate and future benefits. Windows Vista Enterprise,    Windows Vista Ultimate There are two types of keys that can be used with Volume Activation 2.0, and three ways to Spread Payments   activate client computers: 1. Multiple Activation Key (MAK)  Employee Purchase Program MAK Proxy Activation MAK Independent Activation Windows Preinstallation  Environment (Windows PE) 2. Key Management Service (KMS) key Corporate Error Reporting  Multiple Activation Key    eLearning All customers who have valid license agreements with Microsoft are eligible to receive a MAK (pronounced “mack”) key that has a limited number of activations associated with it. Each MAK Training Vouchers   can activate a specific number of computers and behaves much like a traditional retail activation

24x7 Problem    key, requiring activation with Microsoft but allowing multiple activations. MAKs can be used to Resolution Support activate any volume edition of Windows Vista. See page 8 of this guide for details about the Volume Licensing programs and partner opportunities. Customers can obtain MAKs from Microsoft Volume Licensing Services (MVLS) or from Microsoft eOpen, depending on the customer’s volume licensing program. As each computer contacts a Windows Genuine Advantage (WGA): Microsoft activation server computer, the allowed activation count is decremented. Activation § Rewards customers for validating their software as genuine, by giving them exclusive benefits. can be performed over the Internet or by telephone. Users can check the number of remaining § Is necessary for customers to receive services from the Windows Update site and certain activations online and can request additional activations as needed. downloads from the Microsoft Download Center. Advantages of MAK activation include the ability to automate key assignment and activation, the § Requires a brief online process to validate Windows Vista software as genuine. availability of online reports regarding key utilization via Microsoft Operations Manager (MOM) or special deployment tools provided, and no requirement to periodically renew activation. Additional requirements include the need to request additional activations when the number For more information of activations passes the preset limit, the need to manage the installation of MAK keys (which is see www.microsoft.com/genuine. automated by Business Desktop Deployment (BDD) 2007), and the potential need to manually activate systems by using a telephone when no Internet connection is available.

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There are two ways to activate computers by using a MAK key: until a connection can be made with a computer that is running the KMS service, or until a MAK is installed and the computer is activated online or by telephone. This feature prevents computers § MAK Proxy Activation, a scalable solution that enables a centralized activation request on that have been removed from the organization from functioning indefinitely without adequate behalf of multiple computers, with one computer connected to Microsoft license coverage. § MAK Independent Activation, which requires that each computer individually connect and activate against Microsoft Computers that are operating in virtual computer environments can be activated by using KMS but do not contribute to the required 25-computer minimum for KMS activation. Key Management Service Key Upgrade Eligibility A KMS key is used to enable the Key Management Service on a computer that is controlled by The following table shows customers’ upgrade eligibility for Windows Vista Business obtained an organization’s IT professional. KMS usage is targeted for managed environments where more through Microsoft Volume Licensing. For details, see the Microsoft Product List for Volume than 25 computers are consistently connected to the organization’s network. Computers that are Licensing at www.microsoftvolumelicensing.com. running Windows Vista activate by connecting to a central Windows Vista–based client computer or Windows Server code name “Longhorn” server computer that is running the Qualifying Upgrade Eligibility for Windows Vista Business KMS service. Operating System Enterprise Agreement, Open Value Select License Open License After KMS is initialized, the KMS activation infrastructure is self-maintaining. Users can install a Companywide or Subscription (not Academic) (not Academic) New Existing KMS key and enable the KMS service on systems that are running Windows Vista or on systems that are running Windows Server “Longhorn.” The KMS service can also easily be cohosted with Windows Vista Business     other services on the same computer. There is no extra software to download or install. Microsoft     is developing a solution to support KMS on Windows Server 2003, with availability scheduled for Windows Vista Ultimate spring 2007. A single KMS service can support hundreds of thousands of KMS client computers. It Windows Vista Home is expected that most organizations will be able to operate with just two KMS computers for their entire infrastructure (one main KMS computer and one backup computer for redundancy). Windows XP Professional     A KMS service must have at least 25 physical Windows Vista–based client computers or five Windows XP     physical Windows Server “Longhorn” server computers connected to it before any of the Tablet PC Edition computers can activate. (Note that virtual client computers do not count toward the 25 client computers.) Client computers must renew their activation by connecting to the KMS computer, Windows XP  Home Edition1 which is a local computer, at least once every 180 days to stay activated. Client computers that

have not yet been activated will attempt to connect with the KMS service every two hours (this Windows 2000    value can be configured). After a client computer is activated, the client computer will attempt Professional to renew its activation (locally) every 7 days (this value can be configured) and, if successful, will Windows NT®    renew its 180-day activation life span. Client computers locate the KMS service by using one of Workstation 4.0 the following two methods: Windows 98, Windows    § Auto-discovery, in which a client computer uses domain name service records to 98 Second Edition automatically locate a local KMS service IBM OS/2    § Direct connection, in which a user enters the computer name and the port where the KMS service resides on the network Apple Macintosh   

Client computers have a 30-day grace period to complete activation. Client computers that are 1 Customers under Enterprise Enrollments and Open Value companywide agreements with Windows XP Home not activated within this time period will go into Reduced Functionality Mode (RFM), which is Edition licenses purchased by December 31, 2006, may acquire Windows Upgrade Licenses with Software described later in this guide. Assurance (U & SA). This offer expires September 30, 2007. This offer applies only to initial orders under new enrollments and agreements. It does not apply to subsequent orders under new enrollments and agreements, As mentioned earlier, computers that are activated by using KMS periodically try to renew their nor to renewal enrollments and agreements. activation. If, for more than 180 days, they are unable to connect to a computer that is running the KMS service, they enter a 30-day grace period, after which they enter RFM

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Customers who have active Software Assurance for Windows Business not only qualify for My customer cannot find all the license documentation that matches to its computers. Windows Vista Enterprise, but also have the right to use Windows Vista Ultimate. Customers How does the company know if the computers are legally licensed? that are eligible to receive Windows Vista Ultimate through their SA benefits will need to go into § For licenses that were purchased through a retail channel (FPP), CoA replacements are not Microsoft Volume Licensing Services (https://licensing.microsoft.com) and activate the Windows available. The customer would be required to purchase a new license to obtain a new CoA and Vista Ultimate benefit. Upon activation of the Windows Vista Ultimate benefit, customers will to be legally compliant. receive the physical media. Please be aware that Windows Vista Ultimate is a retail product and § For OEM licenses, the CoA on each computer and the purchase invoices represent proof- will require individual activation using one product key for each copy of the media. To receive the of-license. activation key, the customer must contact the SA Call Center after having activated the Windows § For upgrade licenses purchased through the Microsoft Volume Licensing program, Vista Ultimate SA benefit. Customers eligible for this benefit will also have the ability to order customers can review license purchase history and print License Confirmations at both eOpen, additional media through their reseller. at https://eopen.microsoft.com, and Microsoft Volume Licensing Services, at https://licensing.microsoft.com. Additional Resources For the Software Overview and product information, go to www.microsoft.com/windows. Can Windows Vista OEM licenses be sold together with a nonperipheral hardware For Partner-centric sales tools and guides for editions of the Windows Vista operating system, go component such as a hard disk? to https://partner.microsoft.com/global/productssolutions/windows/vista. No. A Windows Vista OEM license can only be sold with a complete system. For the Windows Vista Comparison Guide, go to http://www.microsoft.com/windowsvista/getready/editions/default.mspx. Windows Vista OEM licenses — like all other OEM licenses — can only be sold with a complete system. What constitutes a complete system? A complete system consists of at least an enclosure, a power supply, a main board, a processor, Frequently Asked Questions memory, and a hard disk. My customer would like to upgrade its desktop operating environment to Windows Vista Business, but some of the company’s computers do not have licenses. What Can a Windows Vista license be transferred to another computer? is required? Only a Windows Vista license that was obtained as a Full Packaged Product can be transferred to Customers must first have a full operating system licensed for and installed on their computers another computer. before they are eligible to acquire an upgrade license for the Windows desktop operating system. A Windows Vista Business license enrolled in SA gives the right to install Windows Vista § Microsoft Volume Licensing programs only offer upgrade licenses for Windows. Enterprise or Windows Vista Ultimate. Does the right to use Windows Vista Enterprise or § A full operating system license can be acquired as a retail Full Packaged Product. Windows Vista Ultimate end when SA expires? No. If the underlying Windows Vista Business license is a perpetual license, the right to use What documents should be retained to verify a Windows license? Windows Vista Enterprise or Windows Vista Ultimate is a perpetual right. OEM: the Certificate of Authenticity (CoA) on the computer, plus all license-related material such as the recovery CD and the manual. Windows Vista Enterprise and Windows Vista Ultimate include the Multilingual FPP: the box and its entire contents. User Interface (MUI). If the customer has downgrade rights, can it install the English Multilanguage version of Windows XP Professional? Upgrades through Microsoft Volume Licensing require the original license documents; Yes. upgrade details are stored on eOpen or MVLS.

For further details about genuine Microsoft software, see www.microsoft.com/genuine/default.mspx?displaylang=en

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Doing more with less just got better! Windows Server 2003 R2 simplifies branch server management, improves identity and access management, reduces storage management costs, provides a rich Web platform, and offers cost-effective server virtualization.

Microsoft Windows Server 2003 R2

Capabilities Standard Edition Enterprise Edition Datacenter Edition

Processor support 4 8 64 128 GB / 1 Memory support 32-bit/64-bit 4 GB / 32 GB 64 GB / 1 terabyte terabyte File services/print services Yes Yes Yes

Clustering No 8 Node 8 Node

Network load balancing services Yes Yes Yes

Terminal Services Session Directory Yes Yes Yes

Refer to www.microsoft.com/windowsserver2003/evaluation/features/comparefeatures.mspx for a detailed comparison, which also includes Microsoft Windows Server 2003 Service Pack 1 Web Edition. Windows Server 2003 R2 makes it easier and more cost-effective to extend connectivity and control to identities, locations, data, and applications throughout and beyond an organization. Windows Server 2003 R2 is an update release of the award-winning Windows Server 2003 operating system. Built on Windows Server 2003 with Service Pack 1 (SP1), Windows Server 2003 R2 takes advantage of the stability and security enhancements of a proven code base while extending connectivity and control into new areas. Windows Server 2003 R2 offers all of the benefits of Windows Server 2003 with SP1 while greatly improving identity and access management, branch server management, storage configuration and management, and application development inside and outside your organization’s boundaries. Windows Server 2003 R2 is easy to integrate into an existing Windows Server 2003 environment because it shares the same application compatibility, manageability, and serviceability as existing servers that are running Windows Server 2003 with SP1.

For more information, Read the Windows Server 2003 R2 Family Product Overviews or download the Windows Server 2003 R2 Reviewer’s Guide for details, at www.microsoft.com/windowsserver2003/R2/overview/default.mspx or Product Licensing — Servers www.microsoft.com/windowsserver2003/R2/overview/revguide.mspx.

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Windows Server 2003 R2 SA Benefits* by Volume Licensing Program Target Your Customer open value Open Value Companywide Benefit Open license Non-Companywide & Open Value Subscription Windows Server 2003 R2 Standard Edition New Version Rights    Customers who have departmental and standard workloads and who: § Want support for file and printer sharing Spread Payments   § Need more secure Internet connectivity

24x7 Problem   Resolution Support Windows Server 2003 R2 Enterprise Edition Customers who need to manage applications, Web services, or infrastructure, and who: TechNet Managed    Newsgroups § Want a full-function server operating system TechNet Plus   § Need to have industry-leading performance, enhanced scalability, and high availability Subscription Media § Want to consolidate servers to better control costs and streamline management Extended Hotfix Support    Windows Server 2003 R2 Datacenter Edition Windows Preinstallation  Environment (Windows PE) Customers who run demanding mission-critical applications and need access to the highest standards of support and services to maintain availability Corporate Error Reporting  Windows Server 2003 SP1 Web Edition Cold Backups for    Designed for dedicated Web serving and hosting, Windows Server 2003 SP1 Web Edition delivers Disaster Recovery a single-purpose solution for Internet service providers, application developers, and others who eLearning    use or deploy specific Web functionality. Windows Server 2003 Web Edition takes advantage of improvements in Internet Information Services (IIS) 6.0, ASP.NET, and the Microsoft .NET *SA is required on servers and Client Access Licenses (as applicable). See the Software Assurance section of this Framework, to make it easier to build and host Web applications, Web pages, and XML guide for more details. Web services.

Microsoft Windows Compute Cluster Server 2003 Microsoft Windows Compute Cluster Server 2003 (CCS) brings the supercomputing power of high-performance computing (HPC) to the desktop and workgroup level in a familiar Windows- based development environment. CCS accelerates time-to-insight by providing an HPC platform that is easy to deploy, operate, and integrate with existing infrastructure and tools.

Sell Software Assurance With Windows § Discuss SA benefits early in the sales cycle. § Integrate SA benefits value into the needs collection and solution discussions. § Position SA benefits as a valuable part of the solution. § Focus the solution on specific SA benefits that are important to your customer. § Talk about the SA value over longer time frames.

For more information about the partner business opportunity for SA, see page 29 of this guide.

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Windows Server 2003 R2 Licensing Recommendations Licensing Basics For Windows Server 2003 R2 Recommended License: OEM1 Server License Customer Profile: Windows Server 2003 R2 Standard Edition: A server license is needed for every running § Purchasing a complete system together with the software instance. An instance can be either Windows Server running on a physical computer or Windows § Does not require Microsoft Volume Licensing features, such as software asset management tools or Server running on a virtual computer, for example, using Microsoft Virtual Server 2005 R2. electronic license management § Will not need to move licenses from one computer to another Windows Server 2003 R2 Enterprise Edition: A server license is needed for every running Recommended License: Full Packaged Product1 instance on a physical computer. However, under a single license of Windows Server 2003 R2 Customer Profile: Enterprise Edition on a server, you can also run up to four instances of the server software in § Needs immediate access to the software, with the least commitment virtual operating system environments on that server (with only one instance per virtual operating § Can manage paper licenses system environment). § Is willing to forego potential software discounts from OEM and Microsoft Volume Licensing programs Windows Server 2003 R2 Datacenter Edition: A processor license is needed for every Recommended License: Open Business processor in the server that is accessible to the operating system. You can run on the licensed Customer Profile: server an instance of Windows Server 2003 R2 Standard Edition or Windows Server 2003 R2 § Needs to acquire five licenses (server, CAL, or a § Is willing to pay up front for licenses Enterprise Edition in place of Windows Server 2003 R2 Datacenter Edition in any of the virtual combination) on initial order,2 or can use an existing § Needs a paperless, electronic license operating system environments. Open Business agreement for reordering management system Recommended License: Open Volume Customer Profile: Similar to Open Business, except: For more information, Wants to benefit from lower pricing by placing an initial order for at least 500 points. For points and pools, about what’s new in licensing for Windows Server 2003 R2, go to see the Microsoft Product List for Volume Licensing at www.microsoftvolumelicensing.com. www.microsoft.com/windowsserver2003/howtobuy/licensingr2/overview.mspx. Recommended License: Open Value Customer Profile: Similar to Open Business, except: § Needs to acquire five licenses (server, CAL, or a § Wants the additional SA benefits provided Client Access License combination) with SA on initial order, or can use an by this license existing Open Value agreement for reordering § Wants to order licenses for multiple A Windows Server 2003 Client Access License (Windows CAL) or Microsoft Core CAL Suite or § Wants the flexibility of annual spread payment options affiliated organizations in the same territory Microsoft Enterprise CAL Suite is required for users to access or use Windows 2003 R2 Standard Edition or Windows 2003 R2 Enterprise Edition. Recommended License: Open Value with Companywide Option Customer Profile: Similar to Open Value, but also: Windows Server 2003 Device CALs: § Needs to acquire and wants to standardize on the Microsoft Core CAL Suite (consisting of Windows CAL, Microsoft Exchange Server 2007 Standard CAL, Microsoft Office SharePoint Server 2007 Standard CAL, § Allow a single device to access Windows Server 2003 R2 server software even if the device and Microsoft Systems Management Server Configuration Management License) and has at least contains multiple operating system environments, for example, if it contains two copies of five computers Windows XP Professional through the use of Virtual PC or a multiboot setup. § Wants the additional SA benefits provided by this license § Are ideal for organizations that have multiple users for one device, such as shift workers. Recommended License: Open Value Subscription § Allow any user to access the server network on any licensed device. Customer Profile: Similar to Open Value Companywide, but also: § Wants to prepare for a future reduction in the number § Wants to reduce license costs during the of desktops through the use of nonperpetual licenses. initial term of three years. Windows Server 2003 User CALs § Allow a named user to access Windows Server 2003 server software. Recommended License: Acquire software on existing Enterprise Agreement or Microsoft Select License § Customer Profile: Are ideal for organizations that have employees who use multiple devices to access the network. § Has a Microsoft Select License or Enterprise Agreement § Allow licensed users to access the server network from any device. § Wants to take advantage of additional savings on licenses 1 The Core CAL Suite is available only through Microsoft Volume Licensing programs. It consists of the Windows 1 Customers can add SA to a new or existing Volume License agreement for OEM and FPP licenses that have CAL, Exchange Server Standard CAL, Office SharePoint Server Standard CAL, and Systems Management Server been purchased up to 90 days ago. (SMS) Configuration Management License (CML). 2 Software Assurance may count as a license for qualification to Open Business. 2 The Enterprise CAL Suite is available only through the Enterprise Agreement and Enterprise Subscription Agreement. It consists of the Core CAL Suite plus the Exchange Enterprise CAL, the Forefront Security Suite, See page 8 of this guide for details about the Volume Licensing programs and the Microsoft Office Communications Server Standard Edition, and Microsoft Office Communications Server partner opportunities. Enterprise Edition CALs, the Office SharePoint Server Enterprise CAL, the Microsoft Operations Manager Client Operations Management License (OML), and the Windows Server 2003 Rights Management Services CAL.

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Key facts about Windows CALs: Frequently Asked Questions § User and device CALs can be combined within the same environment. What is the difference between a Windows Server 2003 R2 license and a Windows Client § Windows Server 2003 CALs can access Windows Server 2003 and Windows Server 2003 R2 Access License? Why do I need both? versions of the software. The Windows Server 2003 R2 license gives the holder the right to install and use the server § Anonymous users who access Windows Server over the Internet, for example, customers who software. The Windows CAL provides the right for a device or user to access the server software. are visiting a Web site, do not require CALs or an External Connector license to access or use With two separate components to the license, a scalable and more equitable pricing model is Windows Server 2003 R2 software. possible. The two-component license provides a low entry price and a means by which to pay for § Users or devices that are licensed and for which a Microsoft Windows Small Business Server capacity used. 2003 CAL has been obtained can access systems that are running Windows Server 2003 or Windows Server 2003 R2 used as a member server in a Windows Small Business Server 2003 How should I license Citrix and Terminal Services (TS) in the same environment? R2 environment. § Citrix licensing allows concurrent usage licensing, which means that the maximum number of concurrent users determines the number of required licenses. External Connector license § A separate TS CAL is still required for each and every physical user or device that is using § Optional additional license for external users that enables access to your servers that are Terminal Services. running Windows Server 2003 R2. § Microsoft does not have concurrent usage licensing for Terminal Services. § Allows access to the server that is running Windows Server, by an unlimited number of external § Microsoft applications such as those in the Microsoft Office system and Microsoft Visio are users. For example, allows access for a person who is not an employee or similar personnel of licensed per device. If the application is used on a thin client or other device, an application the company or its affiliates. license is required. § Licensed per server, regardless of the number of running instances of Windows Server 2003 R2. § With this license, customers do not need to buy individual Windows Server CALs for each Possible scenario: external user. 50 computers, 25 Concurrent-User Citrix licenses using Windows Server 2003 R2 Terminal § Note: The External Connector license cannot be used for commercial hosting services. Services with the Microsoft Office system hosted on the Terminal Server. The Citrix license limits the total user connections to 25 “concurrent” users; however, you Terminal Services need 50 Windows Server 2003 TS CALs and 50 Microsoft Office system licenses — one Terminal Services functionality exists in Windows Server 2003 Standard Edition, Enterprise Microsoft Office system license for each device. Edition, and Datacenter Edition. When a server is configured in the Terminal Services role (known as the Terminal Services Application Server mode in Windows 2000), it becomes a Terminal What is desktop operating system equivalency, and is it available for Windows Server. Terminal Services is licensed with CALs incrementally to the Windows Server licensing Server 2003? requirements and follows the Windows Server 2003 R2 model with Terminal Services User CALs, § Desktop operating system equivalency refers to the exception of Windows 2000 Server and Device CALs, and External Connector licenses. Windows NT 4.0 TS CAL licensing requirement because the most recent version of the Windows Windows Server 2003 R2 Datacenter Edition only: In addition to a Windows Server CAL, Core Professional operating system license was considered equivalent to a TS CAL for purposes of CAL Suite, or Enterprise CAL Suite, you must acquire a Windows Server 2003 Datacenter Edition allowing access to the Terminal Services software. Terminal Services CAL (TS CAL) for each user or device that directly or indirectly accesses the § Desktop operating system equivalency for Terminal Server CALs was discontinued with server software to host a graphical user interface (by using the Windows Server 2003 Datacenter Windows Server 2003. Edition Terminal Services functionality or other technology). You cannot access the server software under a Windows Server 2003 Terminal Services CAL. If Windows Server is only used as an intranet server or application server because For more details about Terminal Services, see both the adjacent frequently asked questions and the customer uses another operating system, such as Linux or UNIX, are CALs then the 2007 Microsoft Office system section of this guide, and go to still required? www.microsoft.com/windowsserver2003/howtobuy/licensing/ts2003.mspx. Yes, CALs are always required unless the customer uses Windows Server as a Web server for external users who remain anonymous. For more details about Terminal Services licensing and the CAL assignment process, see www.microsoft.com/windowsserver2003/techinfo/overview/termservlic.mspx. Are CALs required for server-to-server communication? No, a Windows-based server does not need a Windows CAL for accessing another server in the same network.

Available only through Microsoft Volume Licensing, a single External Connector license qualifies for a new Open Business agreement.

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Are Windows Server licenses also needed for passive servers in a cluster? Yes. Only Cold Backup Servers — a Software Assurance feature (see page 17 of this guide) — do not need server licenses.

Processor manufacturers like Intel and AMD have released processors that contain multiple CPUs in a single physical processor. Does this have any implications for Windows Microsoft Windows Small Business Server 2003 R2 (SBS 2003 R2) is a complete, affordable network Server licensing? solution to help small businesses (with up to 75 computers) keep their businesses running and their data secure, get more done with fewer resources, and stay connected with their customers. The use of multicore designs that feature multiple CPUs in a single physical processor is allowed and does not increase the cost of Windows Server. Note, though, that some earlier versions such as Windows 2000 Server may not be able to benefit fully from multicore designs due to built-in For more information, processor limits. go to www.microsoft.com/windowsserver2003/sbs/support/default.mspx. Can an External Connector be used for employees who access Windows Server only from external locations such as their homes? No, the External Connector cannot be used by employees, agents, or other personnel who fulfill a Windows Small Business Server 2003 R2 Editions role similar to employees. Features/components Standard Edition Premium Edition When installing Windows Server 2003 R2, customers need to choose between “Per Server Mode” and “Per User or Per Device Mode.” What does this mean? Windows Server 2003  

With Per User or Per Device Mode, a Device CAL is needed for every client device or a User Microsoft Windows Server Update Services (WSUS)   CAL is needed for every named user. With Per Server Mode, the number of concurrent users or devices on a server determines the number of CALs that are needed for that server. As such, Per Microsoft Windows SharePoint Services   Server Mode may be attractive to customers who want to implement a server for occasional use. Microsoft Exchange Server 2003 SP2   Must customers who want to upgrade from Windows Server 2003 to Windows Server   2003 R2 obtain new licenses? Microsoft Office Outlook 2003 Customers who have covered their Windows Server licenses with Software Assurance do not Microsoft Shared Fax Service   need new server licenses. Other customers who want to upgrade from Windows Server 2003 to

Windows Server 2003 R2 need to obtain new server licenses. Version upgrades are not available. Microsoft Internet Security and Acceleration Server  (ISA Server ) 2004 Customers who have Windows 2003 CALs or Windows 2003 External Connectors do not need to replace these CALs or External Connectors if they want to upgrade to Windows Server 2003 R2. Microsoft SQL Server 2005 Workgroup Edition 

Windows Server 2003 was also available as a Web edition. What about Windows Server Microsoft Office FrontPage 2003  2003 R2? Windows Server 2003 R2 is available in Standard, Enterprise, and Datacenter editions for both the 32-bit and 64-bit platforms. Windows Server 2003 Web Edition is a workload-specific offering focused on front-end, scale-out Web serving. Windows Server 2003 Web Edition customers can take advantage of many of the Web serving-specific advancements in Windows Server 2003 R2, such as ASP.NET 2.0 and IIS enhancements, by installing Microsoft .NET Framework 2.0 and Windows Server 2003 SP1.

Does Windows XP Professional include a Windows CAL? No, desktop operating systems like Windows XP do not include Windows CALs.

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Windows Small Business Server 2003 SA Benefits* by Volume Licensing Program Windows Small Business Server 2003 R2 Premium Edition open value Open Value Companywide All of the above, plus: Benefit Open license Non-Companywide & Open Value Subscription § New Version Rights    A powerful database to run business applications § Internal Internet monitoring and management and a multilayer firewall Spread Payments   § Web site publishing software

24x7 Problem   Resolution Support Windows Small Business Server 2003 R2 Licensing Recommendations Recommended License: OEM1 TechNet Managed    Newsgroups Customer Profile: § Purchasing a server together with the software § Does not require Microsoft Volume Licensing TechNet Plus   § Wants a single point for hardware and features, such as software asset management Subscription Media software support tools or electronic license management Extended Hotfix    Recommended License: Full Packaged Product1 Support Customer Profile: § Is not purchasing a new server § Is willing to forego potential software Cold Backup for    Disaster Recovery § Needs immediate access to the software, with the discounts from OEM and Microsoft Volume least commitment Licensing programs eLearning    Recommended License: Open Business *SA is required on servers and CALs (as applicable). See the Software Assurance section of this guide for Customer Profile: more details. § Needs to acquire five licenses on initial order, or § Wants the ability to move licenses from one can use an existing Microsoft Volume Licensing computer to another agreement for reordering2 § Needs a paperless, electronic license Sell Software Assurance With Windows Small Business Server 2003 R2 § Is willing to pay up front for licenses management system § Discuss SA benefits early in the sales cycle. Recommended License: Open Volume § Integrate SA benefits value into the needs collection and solution discussions. Customer Profile: Similar to Open Business, except: § Position SA benefits as a valuable part of the solution. Wants to benefit from lower pricing by placing an initial order for at least 500 points. For points and § Focus the solution on specific SA benefits that are important to your customer. pools, see the Microsoft Product List for Volume Licensing at www.microsoftvolumelicensing.com. § Talk about the SA value over longer time frames. Recommended License: Open Value Customer Profile: Similar to Open Business, except: For more information about the partner business opportunity for SA, see page 29 of this guide. § Needs to acquire five licenses and wants SA § Wants the flexibility of annual installment payment options Target Your Customer § Wants the additional SA benefits provided by this license

Windows Small Business Server 2003 R2 Standard Edition 1 Customer can add SA to a new or existing Volume License agreement for OEM and FPP licenses except for Small businesses that need: desktop applications bought as FPP. 2 § File and print sharing Software Assurance may count as a license for qualification to Open Business. The server license for Windows Small Business Server always includes five CALs, and as such qualifies for a new Open Business agreement. § Collaboration between employees CALs for Windows Small Business Server are available in sets of five, and therefore a single purchase of CALs § Data backup and restore capabilities qualifies for a new Open Business agreement. § Resource sharing (such as printers, applications, and Internet access) § Remote access and mobility See page 10 of this guide for details about the licensing programs. See page 8 for details about the partner opportunities for each license type. § An e-mail and shared calendaring solution

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Licensing Basics The SBS 2003 R2 Transition Packs are only available as Full Packaged Products. § Every installed copy of the software requires a Windows Small Business Server license. For more information about the SBS Transition Packs, see § A Windows Small Business Server 2003 CAL is required to access or use Windows Small Business www.microsoft.com/WindowsServer2003/sbs/techinfo/planning/transition.mspx. Server 2003 or Windows Small Business Server 2003 R2 server software. Windows Server 2003 for Small Business Server is for partners who want to deliver a server § The SBS 2003 R2 license includes five SBS 2003 Client Access Licenses. Both User CALs and solution based on Windows Server 2003 as part of their product offering. It provides the same Device CALs are available. version of Windows Server 2003 that is used by Windows Small Business Server 2003, but it has none of the added features that are included in Windows Small Business Server 2003 R2 Standard Client Access Licenses for Windows Small Business Server 2003 and Windows Small Edition or Windows Small Business Server 2003 R2 Premium Edition. Business Server 2003 R2 For more information, see the Windows Server 2003 for Small Business sections of the Windows § A Windows Small Business Server 2003 User or Device Client Access License (WSBS CAL) is Small Business Server 2003 R2: Frequently Asked Questions at required to access or use the server software. www.microsoft.com/windowsserver2003/sbs/techinfo/overview/generalfaq.mspx. § SBS 2003 CALs can access either the Standard or the Premium edition of the software. § User and Device CALs can be combined within the same environment. Frequently Asked Questions § Windows Small Business Server 2003 R2 is limited to 75 CALs. How many Windows Small Business Server 2003 CALs come with the server? For each Windows Small Business Server 2003 (SBS) license a customer acquires through Windows Small Business Server 2003 User CALs Microsoft Volume Licensing, Full Packaged Product, or OEM, a five-pack of SBS 2003 CALs § Allow a single named user to access Windows Small Business Server 2003 or Windows Small is included. Business Server 2003 R2 server software. § Are ideal for organizations that have employees who use multiple devices to access the network. My customer is ready to add additional users or devices. What are the licensing § Allow the licensed users to access the server from any device. requirements for growing beyond 75 users or devices? Customers will need to purchase the Windows Small Business Server 2003 R2 Transition Pack and Windows Small Business Server 2003 Device CALs SBS Transition CAL Packs to support their growth from SBS 2003 R2 to the standard Microsoft line of server products, while protecting their investment in SBS 2003 R2. § Allow a specific device to access Windows Small Business Server 2003 or Windows Small Business Server 2003 R2 server software. The SBS 2003 R2 Transition Pack is available in two editions: Standard and Premium. The SBS § Are ideal for organizations that have multiple users for one device, such as shift workers. 2003 R2 Transition Pack Standard Edition provides licenses for stand-alone versions of Windows § Allow any user to access the server on any licensed device. Server 2003 and Exchange Server 2003. The Transition Pack Premium Edition provides licenses for Windows Server 2003, Exchange Server 2003, ISA Server 2004, and SQL Server 2005 Workgroup Edition. SBS Transition CAL Packs, which include Windows Server and Exchange Server CALs, are Transition Pack also available. The Windows Small Business Server 2003 Transition Pack helps support growth from Windows Small Business Server 2003 into the standard Microsoft line of server products, while protecting Can my customers’ users access other Windows Server–based servers in the SBS 2003 R2 customers’ investment in SBS 2003 R2. domain? The SBS 2003 Transition Pack is available in two editions: Standard and Premium. The SBS 2003 Yes. SBS CALs grant the ability to access other Windows Server–based servers that are running as R2 Transition Pack Standard Edition provides licenses for stand-alone versions of Windows Server member servers within the SBS 2003 domain. See the frequently asked questions at 2003 and Exchange Server 2003. The SBS 2003 R2 Transition Pack Premium Edition provides www.microsoft.com/sbs for more information. licenses for Windows Server 2003, Exchange Server 2003, ISA Server 2004, and SQL Server 2005 Workgroup Edition. SBS Transition CAL Packs, which include Windows Server and Exchange Is an External Connector license available for SBS 2003 R2? Server CALs, are also available. No. External Connector licenses are not available for SBS 2003 R2. Customers of Windows Small Business Server 2003 R2 should consider acquiring the SBS 2003 R2 Can I run Terminal Services in Application Server mode on Windows Small Business Server Transition Pack if they: 2003 R2? § Anticipate exceeding the limit of 75 users or devices in the near future. No. It is not possible to run Terminal Services in Application Server mode on Windows Small § Want to separate SBS 2003 R2 software components onto separate server computers. Business Server 2003 R2. Running Terminal Services in Application Server mode on a domain § Want to access features that are only available in Enterprise editions of the Windows Server controller may present a security risk to the network. If your customers want to use Terminal System server software. Services in Application Server mode, we recommend that they acquire an additional Windows Server 2003 or Windows Server 2003 R2 license and install an additional server running Windows Server into the Windows Small Business Server 2003 R2 domain.

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Is it possible to use a prior version of a single SBS component? No. SBS cannot be downgraded on a feature or product basis. The features or products do not downgrade independently. Customers can deploy prior versions of the SBS platform. For most businesses today, e-mail is the mission-critical communications tool that allows their Are upgrades available for Windows Small Business Server 2003 R2? people to produce the best results. This greater reliance on e-mail has increased the number of Yes, if purchased as a Full Packaged Product, the following upgrades are available: messages sent and received, the variety of work getting done, and even the speed of business Product Upgrade from SBS 2003 R2 Standard Edition to SBS 2003 R2 Premium Edition itself. Amid this change, employee expectations have also evolved. Today, employees look for rich, efficient access — to e-mail, calendars, attachments, contacts, and more — no matter where they Version Upgrade from SBS 2003 Standard Edition to SBS 2003 R2 Standard Edition are or what type of device they are using. Version Upgrade from SBS 2003 Premium Edition or earlier to SBS 2003 R2 Premium Edition For IT professionals, delivering a messaging system that addresses these needs must be balanced § Transition Pack Standard Edition § Transition Pack Premium Edition against other requirements such as security and cost. Enterprise security requirements have become more complex as the demand for and use of e-mail has increased. Today, IT departments must contend with e-mail security threats that are wide ranging: continually evolving spam and viruses, noncompliance risks, the vulnerability of e-mail to interception and tampering, and the For more information, potential harmful effects of natural and man-made disasters. See www.microsoft.com/windowsserver2003/sbs/howtobuy/pricing.mspx While security is clearly a priority, IT is ever cognizant of the need to manage cost. Time, money, for detailed information about available upgrades. and resource constraints are a fact of life as IT is made accountable to do more with less. As a result, IT professionals look for a messaging system that addresses both enterprise and employee needs while also being cost-effective to deploy and manage. Additional Links To Resources Microsoft Exchange Server 2007 has been designed specifically to meet these challenges and to For complete Windows Small Business Server 2003 licensing information, go to address the needs of the different groups who have a stake in the messaging system. The new www.microsoft.com/windowsserver2003/sbs/howtobuy/licensing.mspx. capabilities of Exchange Server 2007 deliver the advanced protection your company demands, the anywhere access your people want, and the operational efficiency you, in IT, need. For software support information, go to www.microsoft.com/windowsserver2003/sbs/support/default.mspx. Microsoft Exchange Server Editions

Exchange Server 2007 Standard Edition Exchange Server 2007 Enterprise Edition Overview: Designed to meet the messaging Overview: Designed to meet the messaging and collaboration needs of small and midsize and collaboration needs of small and midsize corporations; it may also be appropriate for corporations; it may also be appropriate for specific server roles or branch offices. specific server roles or branch offices. Storage Group Support: 5 storage groups Storage Group Support: 5 storage groups Database Support: 5 databases Database Support: 5 databases Database Storage Limit: No software storage Database Storage Limit: N/A limit; storage limit is hardware dependent. Single Copy Clusters: Yes Single Copy Clusters: N/A Local Continuous Replication: Yes Local Continuous Replication: Yes Cluster Continuous Replication: Yes Cluster Continuous Replication: N/A For a detailed explanation of these features, go to www.microsoft.com/exchange/evaluation/features/default.mspx.

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Exchange Server 2007 Client Access Licenses Exchange Server 2007 SA Benefits* by Volume Licensing Program Exchange Server 2007 is offered in two Client Access License editions: Standard CAL and Benefit Open license open value Open Value Companywide Enterprise CAL. Non-Companywide & Open Value Subscription New Version Rights    The Exchange Server Standard CAL provides access to e-mail, shared calendaring, and Outlook Web Access. Spread Payments   The Exchange Server Enterprise CAL is an additive CAL and requires that a Standard CAL 24x7 Problem Resolution Support   is also purchased for each user or device. The Exchange Server Enterprise CAL provides TechNet Managed Newsgroups    access to Unified Messaging and advanced compliance, as well as Microsoft Forefront TechNet Plus Subscription Media   Security for Exchange Server and Exchange Hosted Filtering for onsite and hosted antivirus and antispam protection. Extended Hotfix Support    A CAL is required for each user or device (depending on the license) that is accessing the server. Corporate Error Reporting  Either version of the CAL can be run against either version of the server. Cold Backup for Disaster Recovery    The following table illustrates what features are included with the Exchange Server Standard CAL eLearning    and the Exchange Server Enterprise CAL. *SA is required on servers and CALs (as applicable). See the Software Assurance section of this guide for more Exchange Server 2007 CAL Editions Comparison details. Standard Plus Features/components Standard CAL 1 Enterprise CAL Exchange Server 2007 Licensing Recommendations E-mail, shared calendaring, contacts, tasks, management   Recommended License: Full Packaged Product1 Outlook Web Access   Customer Profile: § Does not meet the criteria for Microsoft Volume Licensing Exchange ActiveSync®   § Needs immediate access to the product software, with no commitment Unified Messaging  § Is willing to forego discounts that are associated with Microsoft Volume Licensing Per-User/Per-Distribution List Journaling  Recommended License: Open Business Customer Profile:  Managed E-Mail Folders § Needs to acquire five licenses on initial order, or can § Is willing to pay up front for licenses Exchange Hosted Filtering2  use an existing Microsoft Volume Licensing agreement § Needs a paperless, electronic license for reordering2 management system. Forefront Security for Exchange Server2  Recommended License: Open Volume 1 The Enterprise CAL is an Additive CAL, purchase of the Standard CAL is required for Standard offerings. Customer Profile: 2 Offered only through Microsoft Volume Licensing Programs; not available via retail purchase. Wants to benefit from lower pricing by placing an initial order for at least 500 points. For points and pools, see the Microsoft Product List for Volume Licensing at www.microsoftvolumelicensing.com.

Sell Software Assurance With Microsoft Exchange Server 2007 Recommended License: Open Value § Discuss SA benefits early in the sales cycle. Customer Profile: Similar to Open Business, except: § Integrate SA benefits value into the needs collection and solution discussions. § Needs to acquire five licenses and wants SA § Wants the flexibility of annual installment payment options § Position SA benefits as a valuable part of the solution. § Wants the additional SA benefits provided by this license § Focus the solution on specific SA benefits that are important to your customer. Recommended License: Acquire software on existing Enterprise Agreement or Microsoft Select License § Talk about the SA value over longer time frames. Customer Profile: Similar to Open Business, except: § Has a Microsoft Select License or Enterprise Agreement For more information about how and why to sell SA to your customers, see page 29 of this guide. § Wants to take advantage of additional savings on licenses

1 Customers can add SA through a new or existing Volume License agreement for OEM and FPP licenses except for desktop applications obtained as FPP. 2 Software Assurance may count as a license for qualification to Open Business. See page 10 of this guide for details about the licensing programs. See page 8 for details about the partner opportunities for each license type.

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Licensing Basics For Exchange Server 2007 Frequently Asked Questions The Exchange Server 2007 licensing model requires a server license for each copy of the server What licenses are needed to provide mobile access to Exchange 2007 Server mailboxes? software that is installed. § If the customer has User CALs, users can access the server that is running Exchange Server An Exchange Server 2007 CAL (Standard CAL or Standard CAL plus Enterprise CAL), Microsoft through any device, including mobile devices. Core CAL Suite, Microsoft Enterprise CAL Suite, or External Connector license is required to access § If the customer has Device CALs, the customer must acquire a Device CAL for each device or use Exchange Server 2007 server software. that accesses the server that is running Exchange Server. User and device CALs can be combined within the same environment. Can I use an Exchange Server Device CAL and an Exchange Server User CAL on the same Standard CALs entitle access rights to both Standard and Enterprise editions of server? Exchange Server. Yes. Both Device CALs and User CALs can be used to gain access to the same server. For ease The Core CAL Suite consists of the Windows CAL, Exchange Server Standard CAL, Office of management and tracking, customers should consider acquiring CALs on either a device or SharePoint Standard CAL, and Systems Management Server CML. The Enterprise CAL Suite user basis. consists of the Core CAL Suite, Exchange Server Enterprise CAL, Forefront Security Suite, Office Communications Server Standard and Enterprise CAL, Office SharePoint Server Will Exchange Server 2007 be part of Microsoft Windows Small Business Server? Enterprise CAL, Operations Manager Client OML, and Windows Rights Management Yes, Exchange Server 2007 will be an integral part of the Microsoft Windows Server code name Services CAL. The Core CAL Suite is available through Open Value and the Enterprise “Longhorn” version of Small Business Server. SBS is expected to be released 6–12 months after the (Subscription) Agreement. The Enterprise CAL Suite is available through the Enterprise release of Microsoft Windows Server “Longhorn.” (Subscription) Agreement. Does the Exchange 2007 CAL include the right to use Microsoft Office Outlook? The Exchange Server 2007 User CAL No, licenses for Office Outlook should be obtained separately, for example, by buying Microsoft § Allows a single named user to access Exchange Server 2007 Standard or Enterprise Office Professional Plus 2007. Edition software. § Is ideal for organizations that have employees who use multiple devices to access the network. § Allows the licensed users to access the server from any device. For more information, Go to www.microsoft.com/exchange/howtobuy/licensingfaq.mspx The Exchange Server 2007 Device CAL for more frequently asked questions about Exchange Server licensing. § Allows a specific device to access Exchange Server 2007 Standard or Enterprise Edition software. § Entitles access rights to an unlimited number of users who share this common device. (For example, a kiosk running Outlook Web Access that is shared by several e-mail users.) Links To Additional Resources The External Connector (EC) license § For a general software overview, go to www.microsoft.com/exchange. § Optional additional license for external users that enables access to your servers that are § For partner information with marketing training and selling resources, go to running Exchange Server 2007. https://partner.microsoft.com/global/productssolutions/servers/exchangeserver2007. § Allows an unlimited number of external users access to the server that is running Exchange Server. § Licensed per server, required for every physical server that is running one or more copies of Exchange Server 2007 that can be accessed by the external user without the required Exchange CAL. § With this license, you do not need to buy individual Exchange Server CALs for each external user (for example, for a person who is not an employee or similar personnel of the company or its affiliates). § The External Connector is available only through Microsoft Volume Licensing. § The External Connector license cannot be used for commercial hosting services. Consider using the Service Provider License Agreement (SPLA) for hosted Exchange. For details about Microsoft Hosted Exchange, go to www.microsoft.com/serviceproviders/hostedexchange/default.asp.

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Sell Software Assurance With Sql Server 2005 § Discuss SA benefits early in the sales cycle. § Integrate SA benefits value into the needs collection and solution discussions. Microsoft SQL Server 2005 is the complete database and analysis offering for rapidly delivering § Position SA benefits as a valuable part of the solution. the next generation of scalable e-commerce, line-of-business, and data-warehousing solutions. § Focus the solution on specific SA benefits that are important to your customer. Go to https://partner.microsoft.com/40013184 for details. § Talk about the SA value over longer time frames.

Microsoft SQL Server 2005 Editions For more information about how and why to sell SA to your customers, see page 29 of this guide.

5 Overview: Helps developers build robust and reliable applications by providing a free, easy-to-use, on 00 i and robust database when it is critical to protect and manage the information that is inside and SQL Server 2005 SA Benefits* by Volume Licensing Program t i d er 2 outside of applications Benefit Open license open value Open Value Companywide v Non-Companywide & Open Value Subscription

er Operating System Requirements: Windows 2000 Server with SP4 or later; Windows Server 2003 New Version Rights    ress E L S p Standard Edition, Enterprise Edition, or Datacenter Edition with SP1 or later; Windows Small Business Q x S E Server 2003 with SP1 or later Spread Payments  

Overview: The data management solution for small organizations or workgroups within larger 24x7 Problem Resolution Support    on 5 i t

i entities. It includes all the core database features that are needed for data management, in an 00

d TechNet Online Concierge Chat    affordable and simple-to-manage package. er 2 up E v Operating System Requirements: TechNet Plus Media Subscription   er Windows 2000 Server with SP4 or later; Windows 2000 Professional Edition with SP4 or later;

L S Extended Hotfix Support   

Q Windows XP with SP2 or later; Windows Server 2003 Standard Edition, Enterprise Edition, or S 

Workgro Datacenter Edition with SP1 or later; Windows Small Business Server 2003 with SP1 or later Corporate Error Reporting

Overview: An affordable option for small and medium–sized organizations. It includes the core Cold Backup for Disaster Recovery    functionality that is needed for noncritical e-commerce, data warehousing, and line-of-business   

eLearning solutions. SQL Server 2005 Standard Edition is optimized to run on 32-bit, x64, and Itanium-based 5 on i t 00 servers.

i *SA is required on servers and CALs (as applicable). See the Software Assurance section of this guide for d more details.

er 2 Operating System Requirements: v § 32-bit version: See SQL Server 2005 Workgroup Edition er Features And Benefits By Edition § x64 version: Windows Server 2003 Standard x64 Edition, Enterprise x64 Edition, or Datacenter x64 L S

Q Edition with SP1 or later running in Windows on Windows (WOW); Windows XP Professional x64 S

tandard E SQL Server 2005 Express Edition S Edition or later running in WOW § One processor, up to 1 GB of RAM, 4 GB database size. § Itanium version: Windows Server 2003 Enterprise Edition or Datacenter Edition for Itanium-based systems with SP1 or later § No server or Client Access License is needed for SQL Server 2005 Workgroup Edition.

Overview: Includes the complete set of enterprise data management and business intelligence § Up to two processors, up to 3 GB of RAM, unlimited database size. features. SQL Server 2005 Enterprise Edition offers the highest levels of scalability and availability § Adds backup log shipping for higher availability.

of all the SQL Server 2005 editions. Additionally, it is optimized to run on x64- and Itanium-based 5 on § Adds SQL Server Management Studio, the full management platform for SQL Server; includes i t 00 i servers, helping you achieve higher levels of database scalability and availability. Business Intelligence (BI) Development Studio. d

er 2 Operating System Requirements: §

v Adds full text search. se E i § 32-bit version: Windows 2000 Server with SP4 or later; Windows Server 2003 Standard Edition, r er p Enterprise Edition, or Datacenter Edition with SP1 or later; Windows Small Business Server 2003 § Adds Report Builder, an end-user reporting tool. L S

Q with SP1 or later S nter SQL Server 2005 Standard Edition E § x64 version: Windows Server 2003 Standard x64 Edition, Enterprise x64 Edition, or Datacenter x64 Edition with SP1 or later running in Windows on Windows (WOW). § Up to four processors, RAM limit set by the operating system. § Itanium version: See SQL Server 2005 Standard Edition for Itanium-based Systems § Adds native 64-bit support. Note: Additional special circumstance editions of SQL Server are also available, but they are not covered in this § Adds database mirroring and two-node failover clustering for higher availability. overview. For more information about the specialized editions of SQL Server 2005, go to § Adds SQL Server 2005 Notification Services, which allows the building of advanced subscription www.microsoft.com/sql/editions/default.mspx. and publication applications. § Adds data warehousing and analysis services, which provides powerful analytics and data mining capabilities.

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SQL Server 2005 Enterprise Edition Licensing Basics For SQL Server 2005 § Number of processors and RAM limit set by the operating system. All SQL Server installations require production licenses, with the exception of Cold Backup server § Adds features for distributing a database across servers. installations (an SA benefit). SQL Server is available with three licensing options: § Adds support for bigger clusters. Processor License. Requires a single license for each physical or virtual CPU in the operating system instance that is running SQL Server. The processor license does not require any device or Go to www.microsoft.com/sql/prodinfo/features/compare-features.mspx for a complete user Client Access Licenses. overview of the features and benefits of SQL Server 2005 editions. § If SQL Server runs on a physical computer, without virtualization techniques like Microsoft Virtual Server, one Processor License is needed for every physical processor in the SQL Server 2005 Licensing Recommendations physical computer. No Processor Licenses are needed for processors that have been made inaccessible to all operating system copies on which the SQL Server software is set up to run. Recommended License: Full Packaged Product1 Customer Profile: § If SQL Server runs on a virtual computer (for example, using Microsoft Virtual Server § Needs immediate access to the software, with no commitment § Is willing to forego software discounts 2005) one Processor License is needed for every virtual processor in the virtual computer. § The Processor License option is best for applications that have access through the Internet, Recommended License: Open Business2 and for internal applications that have a high client-to-server ratio. Customer Profile: § Needs to acquire five licenses, or CALs, or one server § Needs a paperless, electronic license processor license, on initial order3 management system Server plus Device CALs. This option requires a Server License for every physical or, if § Is willing to pay up front for licenses virtualization techniques are used, every virtual computer running the Microsoft server software. The Server plus Device CAL option also requires a CAL for each client device. Recommended License: Open Value Customer Profile: § A SQL Server Device CAL is required for a device (for example, a personal computer, § Needs to acquire five licenses, or CALs, or one server § Wants the additional SA benefits workstation, terminal, personal digital assistant, or mobile phone) to access or use the processor license, and wants SA provided by this license services or functionality of any edition of SQL Server 2005 except SQL Server 2005 Express § Wants the flexibility of annual installment payment options § Needs a paperless, electronic license management system Edition. For more information about the requirements for devices that use SQL Server functionality without directly accessing the database, go to Recommended License: Acquire software on existing Enterprise Agreement or Microsoft Select License www.microsoft.com/sql/howtobuy/activepassive.asp. Customer Profile: § If SQL Server runs on a physical computer, without virtualization techniques like Microsoft § Has a Microsoft Select License or Enterprise Agreement. Virtual Server, one Server License is needed for the physical computer. § Wants to take advantage of additional savings on licenses. § If SQL Server runs on a virtual computer (for example, using Microsoft Virtual Server 1 Customer can add SA to a new or existing Volume License agreement for OEM and Full Packaged 2005 R2) one Server License is needed for the virtual computer. Product licenses. § Usage scenarios: 2 Recommend Open License Volume if the customer needs to acquire a large number of licenses. (See page 13 of this guide for details.) Customers who do not need access beyond the firewall and who have relatively low 3 Software Assurance may count as a license for qualification to Open Business. CAL-to-server ratios (for example, approximately 25 or fewer devices per processor for SQL Server 2005 Standard Edition and 75 or fewer devices per processor for SQL Server See page 10 of this guide for details about the licensing programs. See page 8 for details about 2005 Enterprise Edition). the partner opportunities for each license type. Organizations that have multiple users per device (for example, a call center or an airport kiosk).

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Server plus User CALs. Through this option, the number of required Server Licenses is the same How does licensing work for computers that run SQL Server 2005 in failover scenarios? as through the Server plus Device CAL option. Instead of adding a CAL for every device, a User Depending on the edition that is used, SQL Server 2005 provides up to three mechanisms for CAL is now needed for each user. failover support: database mirroring, log shipping, and clustering. Failover support enables § A SQL Server CAL is required for a user to access or use the services or functionality of any clustered servers to assume another server’s processing duties if one computer should fail. edition of SQL Server 2005. Failover support can be configured in one of two ways: § Usage scenarios: Active/active: All servers in the failover configuration regularly process information, but one Customers who do not need access beyond the firewall and who have relatively low or more take on the workload of a failed server. CAL-to-server ratios (for example, approximately 25 or fewer users per processor for SQL Active/passive: One or more computers in the failover configuration do not regularly Server 2005 Standard Edition and 75 or fewer users per processor for SQL Server 2005 process information but rather passively wait to pick up the workload when an active Enterprise Edition) server fails. Organizations that have multiple devices per user (for example, they have users who All active servers in a failover configuration must be fully licensed, according to either the access SQL Server and who have both a laptop and a handheld computer) per-processor licensing model or the server/CAL licensing model. If a server is strictly passive, working only while an active server has failed, no additional licenses are needed for that passive Terminal Services server. The only exception to this rule is if the failover configuration is licensed by using Processor For more information about Terminal Services, see the Windows Server 2003 section of this guide Licenses and the number of processors on the passive server exceeds the number of processors on page 58. on the active server. In these cases, additional Processor Licenses must be acquired for the additional processors on the passive server.

Additional Links To Resources How do “Cold” Backups for Disaster Recovery (available through SA) and failover support For complete SQL Server 2005 family licensing information, go to (available in most editions of SQL Server 2005) compare? www.microsoft.com/sql/howtobuy/default.asp. The “Cold” Backup for Disaster Recovery right is available for servers that are housed offsite For additional solutions around SQL Server, case studies, and white papers, go to and are inactive. A cold server is only turned on for system upgrades, maintenance, patch www.microsoft.com/sql/technologies.asp. management, and in the case of a disaster. Separate licenses are not required for a cold server. Failover support is available for servers in a configuration that uses mirroring, clustering, or log Frequently Asked Questions shipping. In this configuration, active servers regularly process information while failover servers are inactive, unless another server in the cluster fails. No additional licenses are required for Can my customer run a mixed environment with both SQL Server 2005 processor licenses failover servers. and Server plus Device CALs or Server plus User CALs? Yes. There are no restrictions prohibiting running Device and User CALs together. For example, if Multiple copies of SQL Server (also known as “instances”) can be installed on the same an organization’s Internet servers are segregated from the computers that are used to support its operating system environment. Are licenses needed for every instance? internal users, the organization could license its Internet servers through processor licenses while No, if sufficient SQL Server licenses have been purchased for the operating system environment choosing to purchase separate Server plus Device CALs or Server plus User CALs for its internal (the physical or virtual computer on which SQL Server runs), an unlimited number of copies servers and CALs for each of its internal users or users’ devices. can be installed and used. Note that this used to be different for some previous versions of SQL Server. Is there ever a situation in which a customer should get CALs for processor- licensed servers? If SQL Server is only used by one user who impersonates an application, is one SQL CAL No. CALs should never be purchased to enable users to access a server that is already licensed then sufficient? through processor licenses; the processor licenses grant the right for all users to access No, a SQL CAL is needed for every user or device, unless Processor Licensing is used. the server.

Can I use Processor Licenses to commercially host applications that are running on Microsoft Windows Server operating system products? Licenses (including Processor Licenses, Server plus Device CALs, and Server plus User CALs) that are acquired through retail or OEM channels or through Microsoft Volume Licensing programs cannot be rented, leased, or lent to third parties, or used to provide commercial hosting services.

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Sell Software Assurance With Microsoft Isa Server 2006 § Discuss SA benefits early in the sales cycle. § Integrate SA benefits value into the needs collection and solution discussions. § Position SA benefits as a valuable part of the solution. Microsoft Internet Security and Acceleration Server 2006 (ISA Server 2006) is the integrated § Focus the solution on specific SA benefits that are important to your customer. edge security gateway that helps protect your IT environment from Internet-based threats while § Talk about the SA value over longer time frames. providing your users with fast and secure remote access to applications and data. Go to www.microsoft.com/isaserver/ for a detailed product description. For more information about how and why to sell SA to your customers, see page 29 of this guide. The following table lists the differences between the ISA Server 2006 Standard Edition and the ISA ISA Server 2006 SA Benefits by Volume Licensing Program Server 2006 Enterprise Edition. open value Open Value Companywide Benefit Open license Non-Companywide & Open Value Subscription ISA Server 2006 Server Editions Comparison New Version Rights    Feature Standard Edition Enterprise Edition Scalability Spread Payments  

Networks Unlimited Unlimited Adds enterprise networks 24x7 Problem   Resolution Support Scale up Up to 4 CPUs, 2-GB RAM Unlimited (per operating system) TechNet Managed    Scale out Single-server Up to 32 nodes through Network Load Newsgroups Balancing (NLB) TechNet Plus   Subscription Media Caching Single server store Unlimited (through Cache Array Routing Protocol [CARP] Extended Hotfix Support    Availability Corporate Error Reporting  Windows Network Not supported Yes (integrated) Load Balancing support Cold Backup for    Manageability Disaster Recovery Policies Local Array and enterprise policies use Active eLearning    Directory Application Mode (ADAM) See the Software Assurance section of this guide for more details. Branch office Through the manual import Enterprise-level and array-level policies and export of policy Target Your Customer Monitoring/alerting Single-server monitoring Multiserver monitoring console MOM Connected organizations that: console Microsoft Operations Management Pack § Need to securely and easily make e-mail available to employees outside the network Manager Management Pack § Require a way to securely and easily provide intranet information over the Internet Multiple networks Templates Templates § Need to enable partners to securely access relevant corporate network information Go to www.microsoft.com/isaserver/prodinfo/features.mspx for detailed information about ISA Server 2006 § Need to provide secure and flexible remote access to employees while helping to protect the features and benefits. corporate network from malicious traffic § Require a way to control Internet access and protect clients from malicious traffic on the Internet § Need to enable branch offices to communicate securely with the main office over the Internet § Need to ensure fast access to the most frequently used Web content

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Licensing Recommendations For Customers Licensing Basics For Isa Server 2006 ISA Server is licensed on a per-processor basis. You do not need any User CALs, Device CALs, or ISA Server 2006 is licensed under a per-processor license model. Each processor in the operating External Connector Licenses to run ISA Server 2006. system instance that is running ISA Server requires a single license. This license does not require any device or user Client Access Licenses. Microsoft Internet Security & Acceleration Server 2006 Licensing Recommendations A customer acquires a separate processor license for each processor that is located in the server Recommended License: OEM1 that is running the ISA Server software. Processors that are made inaccessible to all operating Customer Profile: system copies on which the ISA Server software is set up to run do not need a software license for § Purchasing a complete server together with § Does not require Microsoft Volume Licensing the inaccessible processors, for example, for hardware partitioning. the software features such as software asset management § Wants a single point for hardware and tools or electronic license management Frequently Asked Questions software support How can I migrate from ISA Server 2000 or ISA Server 2004 to ISA Server 2006? 2 Recommended License: Full Packaged Product For an ISA server license with SA: Customers can receive access to ISA Server 2006 if they Customer Profile: licensed their ISA Server with Software Assurance and the agreement enrollment is still current. To § Needs immediate access to the software, with § Is willing to forego software discounts no commitment take advantage of this Software Assurance benefit, customers should acquire the ISA Server 2006 media from a reseller, download the ISA Server 2006 software from the Microsoft Volume License Recommended License: Open Business Customer Profile: Services (MVLS) Web site at https://licensing.microsoft.com/ (all Volume Licensing programs § Needs to acquire five licenses or one server § Wants the ability to move licenses from one except Open License), or wait for the next update of their Volume Licensing software kit (Select processor license, on initial order computer to another License and Enterprise (Subscription) Agreement). § § Is willing to pay up front for licenses Needs a paperless, electronic license Without a current SA enrollment: Customers can acquire a new ISA Server 2006 license. management system. Recommended License: Open Volume Can I acquire test versions of ISA Server through MSDN and TechNet subscriptions? Customer Profile: Similar to Open Business, except: TechNet offers evaluation versions of ISA Server 2006. TechNet software cannot be used for Wants to benefit from lower pricing by placing an initial order for at least 500 points. For points and pools, testing. MSDN subscriptions provide test versions of ISA Server 2006. For complete details, see: see the Microsoft Product List for Volume Licensing at www.microsoftvolumelicensing.com. § MSDN: http://msdn2.microsoft.com/en-us/vstudio/aa700832.aspx Recommended License: Open Value § Customer Profile: Similar to Open Business, except: TechNet: www.microsoft.com/technet/abouttn/subscriptions/default.mspx § Needs to acquire five licenses or one server § Wants the additional SA benefits provided by processor license, and wants SA this license Links To Additional Resources § Wants the flexibility of annual installment § Wants a Microsoft Volume Licensing agreement For a general software overview and information for end users and solution builders, go to www. payment options that can be used for multiple legal entities in the microsoft.com/ISAServer. same territory For Partner information with marketing training and selling resources, go to Recommended License: Acquire software on existing Enterprise Agreement or Microsoft Select License https://partner.microsoft.com/global/40029027. Customer Profile: § Has a Microsoft Select License or § Wants to leverage additional savings on licenses Enterprise Agreement

1 Go to www.microsoft.com/isaserver/partners/hardwarepartners.mspx for a list of hardware partners. 2 SA Server 2006 Enterprise Edition is not available as a Full Packaged Product.

See page 10 of this guide for details about the licensing programs. See page 8 for details about the partner opportunities for each license type.

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TARGET YOUR CUSTOMER Customers who: § Need to find and analyze relevant information across the organization to fully leverage Microsoft Office SharePoint Server 2007 is an integrated suite of server capabilities that can help business knowledge improve organizational effectiveness by providing comprehensive content management and § Need to easily and efficiently collaborate, promoting smarter and faster decision-making enterprise search, accelerating shared business processes, and facilitating information-sharing § Need to target and tailor relevant information to increase employee productivity across boundaries for better business insight. Office SharePoint Server 2007 supports all intranet, § Require an enterprise business solution that integrates information from various systems into extranet, and Web applications across an enterprise within one integrated platform, instead of one solution relying on separate fragmented systems. Additionally, this collaboration and content management server provides IT professionals and developers with the platform and tools they need for server § Need a complete view of the business with access to all the information, documents, and administration, application extensibility, and interoperability. applications that are used throughout the day § Require the ability to find relevant information quickly through customization and Go to http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx for detailed personalization of portal content, layout, and audience product information. Office SharePoint Server 2007Licensing Recommendations Sell Software Assurance With Microsoft Office Sharepoint Server 2007 § Discuss SA benefits early in the sales cycle. Recommended License: Full Packaged Product1 § Integrate SA benefits value into the needs collection and solution discussions. Customer Profile: § Needs immediate access to the software, with no commitment § Position SA benefits as a valuable part of the solution. § Does not qualify for Microsoft Volume Licensing § Focus the solution on specific SA benefits that are important to your customer. § Is willing to forego discounts that are associated with Microsoft Volume Licensing § Talk about the SA value over longer time frames. Recommended License: Open Business Customer Profile: For more information about how and why to sell SA to your customers, see page 29 of this guide. § Needs to acquire five licenses on initial order, § Is willing to pay up front for licenses or can use an existing Microsoft Volume § Needs a paperless, electronic license Office Sharepoint Server 2007 SA Benefits* by Volume Licensing Program Licensing agreement for reordering2 management system open value Open Value Companywide Recommended License: Open Volume Benefit Open license Non-Companywide & Open Value Subscription Customer Profile: Similar to Open Business, except: New Version Rights    Wants to benefit from lower pricing by placing an initial order for at least 500 points. For points and pools, see the Microsoft Product List for Volume Licensing at www.microsoftvolumelicensing.com. Spread Payments   Recommended License: Open Value 24x7 Problem   Customer Profile: Similar to Open Business, except: Resolution Support § Needs to acquire five licenses and wants SA § Wants the additional SA benefits provided by this license § Wants the flexibility of annual installment § Wants a Microsoft Volume Licensing agreement that can TechNet Managed    Newsgroups payment options be used by multiple legal entities in the same territory

TechNet Plus   Recommended License: Acquire software on existing Enterprise Agreement or Microsoft Select License Subscription Media Customer Profile: § Has a Microsoft Select License or Enterprise Agreement   Corporate Error Reporting § Wants to leverage additional savings on licenses

1 Cold Backup for    Customer can add SA through a new or existing Volume License agreement for FPP licenses. Disaster Recovery 2 Software Assurance may count as a license for qualification to Open Business. eLearning    See page 10 of this guide for details about the licensing programs. See page 8 for details about *SA is required on servers and CALs (as applicable). See the Software Assurance section of this guide for the partner opportunities for each license type. more details.

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Up sell/cross-sell Licensing Basics for Office SharePoint Server 2007 Your current Microsoft Windows SharePoint Services 3.0 customer also requires Office SharePoint Microsoft Office SharePoint Server 2007, Server License Server 2007 if the customer has one or more of the following needs: Functionality: Connect people, processes, and information by using the new Office SharePoint Control documents through detailed, extensible policy management. Define Server 2007. This integrated information management system provides enterprise-class customized document management policies to control access rights at a per-item level, capabilities to meet business-critical needs like managing content and business processes, specify retention period and expiration actions, and track content through document- enabling better-informed decisions, finding information and organizational expertise, and auditing settings. Policy integration with familiar client applications makes compliance simplifying how people work together across boundaries. transparent and easy for employees. Integration with Information Rights Management helps License Information: This license is required to run Office SharePoint Server 2007 in client/server ensure that proprietary and confidential information is better protected even if it is not mode. You should use this license with the requisite number of Client Access Licenses appropriate connected to a server. for your organizational needs. Centrally store, manage, and access documents across the enterprise. Organizations Microsoft Office SharePoint Server 2007 Client Access License Standard Edition can store and organize all business documents and content in one central location, and users have a consistent mechanism to navigate and find relevant information. Default Functionality: This client access license allows you to access your Office SharePoint Servers repository settings can be modified to add workflow, define retention policies, and add new to meet your information management needs. As part of this license, you receive the core templates and content types. capabilities of Office SharePoint Server such as managing content and business processes, enabling better-informed decisions, finding information and organizational expertise, and Simplify Web content management. Provide easy-to-use functionality to create, approve, simplifying how people work together across boundaries. and publish Web content. Master Pages and Page Layouts provide reusable templates for a consistent look and feel. New functionality enables enterprises to publish content from License Information: You can acquire these licenses through Open Licensing, Select one area to another (for example, from collaborative sites to a portal), or to cost-effectively Licensing, and Enterprise Agreements. This license is also part of the Core CAL Suite and manage multilingual delivery of content on multiple intranet, extranet, and Internet sites. Enterprise CAL Suite. Extend business processes across the organization. Forms Services–driven solutions Microsoft Office SharePoint Server 2007 Client Access License Enterprise Edition make it possible to more securely and accurately collect information both inside and outside Functionality: This client access license is an additional license on top of the Office SharePoint the organization without coding any custom applications. This information can then be Server CAL Standard Edition. A customer must acquire both the Standard Edition and Enterprise integrated easily into line-of-business systems, stored in document libraries, used to start Edition CALs to use the Enterprise Edition functionality of Office SharePoint Server. workflow processes, or submitted to Web services, This CAL adds rights for you to use the Line of Business data integration and search, Business Streamline everyday business activities. Take advantage of workflows to automate and Intelligence, including performance management dashboard and Web-based spreadsheets and gain more visibility into common business activities such as document review and approval, electronic forms. issue tracking, and signature collection. Integration with familiar Microsoft Office system client applications, e-mail, and Web browsers simplifies the user experience. Organizations License Information: You can acquire these licenses through Open Licensing, Select Licensing, can easily modify the out-of-the-box processes or define their own processes by using and Enterprise Agreements. This license is also part of the Enterprise CAL Suite. familiar Microsoft tools such as Microsoft Office SharePoint Designer 2007 (the next Microsoft Office SharePoint Server 2007 for Internet sites generation of Microsoft Office FrontPage) or Microsoft Visual Studio development system. Functionality: You can use the software only for Internet-facing Web sites. All content, information, and applications must be accessible to non-employees. This license has all the features of Office SharePoint Server Enterprise Edition. For complete information about the For a detailed comparison different features in each edition, read the Office SharePoint Server edition comparison. of the features of Office SharePoint Server 2007 and a comparison between the different 2007 server editions, download the comparison spreadsheet from This is a per-server license that does not require the purchase of Client Access Licenses. http://office.microsoft.com/en-us/sharepointserver/HA101978031033.aspx. License Information: You can acquire these licenses through Open Licensing, Select Licensing, and Enterprise Agreements.

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Microsoft Office SharePoint Server 2007 for Search (Enterprise Edition), Server License Microsoft Forms Server 2007 for Internet sites Functionality: Connect people to relevant business information with the new Microsoft Office Functionality: You can use the software only for Internet-facing Web sites. All content, SharePoint Server 2007 for Search. A security-enhanced, scalable, extensible, and manageable information, and applications must be accessible to non-employees. search solution, Microsoft Office SharePoint Server 2007 for Search meets the core search needs This is a per-server license that does not require the purchase of Client Access Licenses. of enterprises while offering the simplicity and ease of use desired by small and medium-sized businesses, thereby helping to increase productivity and alleviate information overload. License Information: You can acquire these licenses through Open Licensing, Select Licensing, and Enterprise Agreements. The functionality provided by this license is also part of the Office License Information: You can acquire these licenses through Open Licensing, Select Licensing, SharePoint Server 2007 for Internet sites license. and Enterprise Agreements. The Office SharePoint Server Standard CAL is included in the Core CAL Suite, which is available only through Microsoft Office SharePoint Server 2007 for Search (Standard Edition), Server License Microsoft Volume Licensing programs such as Open Value Companywide, Open Value Subscription, Enterprise Functionality: Connect people to relevant business information with the new Office SharePoint Agreement, and Enterprise Subscription Agreement. The Core CAL Suite also includes the Windows CAL, Exchange Standard CAL, and Systems Management Server CML. Server 2007 for Search. A security-enhanced, scalable, extensible, and manageable search solution, Microsoft Office SharePoint Server 2007 for Search meets the core search needs of The Office SharePoint Server Standard CAL and the Office SharePoint Server Enterprise CAL are included enterprises while offering the simplicity and ease of use desired by small and medium-sized in the Enterprise CAL Suite, which is available through the Select Agreement, Enterprise Agreement, and businesses, thereby helping to increase productivity and alleviate information overload. Office Enterprise Subscription Agreement. The Enterprise CAL Suite also includes the Exchange Standard CA and the Exchange Enterprise CAL, Forefront Security Suite, Office Communications Server Standard CAL and Office SharePoint Server 2007 for Search Standard Edition is limited to indexing 500,000 documents. Communications Server Enterprise CAL, Operations Manager Client OML, Systems Management Server CML, License Information: You can acquire these licenses through Open Licensing, Select Licensing, Windows CAL, and the Windows Rights Management Services CAL. and Enterprise Agreements. Frequently Asked Questions Microsoft Office Forms Server 2007, Server License Functionality: Office Forms Server 2007 is a scalable, security-enhanced, standards-based data- What is Windows SharePoint Services, and how is it different from Office SharePoint Server? gathering solution that your organization can use to extend the reach of forms-driven business Windows SharePoint Services is the engine that allows customers to create Web sites for processes to anyone who has a Web browser. Office Forms Server works with the Microsoft Office information sharing and document collaboration. It is a key piece of the information worker InfoPath client for authoring your forms-driven solutions infrastructure that is delivered in Microsoft Windows Server 2003 R2, and it provides additional functionality to the Microsoft Office system and other desktop applications, as well as serving License Information: You can acquire these licenses through Open Licensing, Select Licensing, as a platform for application development. Windows SharePoint Services provides sites for team and Enterprise Agreements. The functionality provided by this license is also part of the Office collaboration, while Office SharePoint Server 2007 connects these sites, people, and business SharePoint Server Enterprise CAL and the Enterprise CAL Suite when used with the Microsoft processes — facilitating knowledge sharing and smart organizations. Office SharePoint Server 2007 Server License Links To Additional Resources Microsoft Office Forms Server 2007, Client Access License For a general software overview and information for end users and solution builders, go to http:// Functionality: This Client Access License allows you to access Office Forms Server 2007 to extend office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx. the reach of forms-driven business processes to anyone who has a Web browser. For Partner information with marketing training and selling resources, go to License Information: You can acquire these licenses through Open Licensing, Select Licensing, https://partner.microsoft.com/global/productssolutions/officesystem/office2007/officeservers and Enterprise Agreements. The functionality provided by this license is also part of the Office SharePoint Server Enterprise CAL and the Enterprise CAL Suite.

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© 2007 Microsoft Corporation. All rights reserved. This document is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. Microsoft, Access, ActiveSync, Aero, BitLocker, BizTalk, Encarta, Excel, Groove, Forefront, FrontPage, InfoPath, Internet Explorer, MapPoint, the Microsoft .NET Connected logo, MSDN, MS-DOS, MSN, the .NET logo, the Office logo, OneNote, Outlook, PowerPoint, SharePoint, SoftGrid, SQL Server, Visio, Visual Basic, Visual C++, Visual C#, Visual J#, Visual Studio, the Visual Studio logo, Windows, the Windows logo, Windows NT, Windows Server, Windows Server System, Windows Vista, and Xbox 360 are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are property of their respective owners.

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