Microsoft in Education:Microsoft in Education:Building The ConnectedBuilding The ConnectedLearning CommunityLearning Community

Jessie FriesenJessie Friesenjessicaf@microsoft.comjessicaf@microsoft.comMicrosoft CorporationMicrosoft Corporation

AgendaAgenda IntroductionsIntroductions Microsoft Licensing Logic and OverviewMicrosoft Licensing Logic and Overview The Language of LicensingThe Language of Licensing Discussion of LicensingDiscussion of Licensing Discussion of Licensing ProgramsDiscussion of Licensing Programs Discussion of how ASU is using the Microsoft Discussion of how ASU is using the Microsoft

licensing programslicensing programs Campus Agreement at ASUCampus Agreement at ASU Home Use OptionsHome Use Options Academic Alliance program for curriculum Academic Alliance program for curriculum

useuse Q & AQ & A

““The single most important The single most important use of information use of information technology is to improve technology is to improve education.”education.”

Bill Gates, Chairman and Bill Gates, Chairman and Chief Software Architect, Chief Software Architect, MicrosoftMicrosoft

Microsoft’s RoleMicrosoft’s Role Software platformsSoftware platforms Technology innovationsTechnology innovations Tools and resources Tools and resources PartnershipsPartnerships Investments in EducationInvestments in Education

PricingPricing ProgramsPrograms ResearchResearch

www.microsoft.com/education/www.microsoft.com/education/www.microsoft.com/education/www.microsoft.com/education/

Online LearningTechnologies

Home-to-School Portals

Teacher Tools

Web Services

Computers that See, Listen and Learn

The Connected Learning The Connected Learning CommunityCommunity

HomeHome

Schools Schools

CommunityCommunity

Higher Higher EdEd

The Connected Learning Community: The Connected Learning Community: Learning Without LimitsLearning Without Limits

Students, educators, and parents have anytime,Students, educators, and parents have anytime,any place access to learningany place access to learning

Learning is relevant, individualized, personalizedLearning is relevant, individualized, personalized Schools have information systems that support Schools have information systems that support

accountability & efficient managementaccountability & efficient management Schools, campuses, homes, businesses and Schools, campuses, homes, businesses and

community resources are connected in a dynamic, community resources are connected in a dynamic, collaborative learning environmentcollaborative learning environment

Microsoft’s Vision For Microsoft’s Vision For EducationEducation

New devices, powerful software, and a global explosion in web New devices, powerful software, and a global explosion in web services combine to enable lifelong learning anytime, any place.services combine to enable lifelong learning anytime, any place.

New devices, powerful software, and a global explosion in web New devices, powerful software, and a global explosion in web services combine to enable lifelong learning anytime, any place.services combine to enable lifelong learning anytime, any place.

Software Licensing BasicsSoftware Licensing Basics

Software is intellectual property, like a Software is intellectual property, like a book or music CDbook or music CD

Software license = right to use the Software license = right to use the software software

SoftwareLicense

Software License Software License Purchasing OptionsPurchasing Options Original Equipment Manufacturer (OEM)Original Equipment Manufacturer (OEM)

Pre-installed software (i.e. Windows OS)Pre-installed software (i.e. Windows OS) Individuals and institutions purchasing new computersIndividuals and institutions purchasing new computers

Full Packaged Product (FPP)Full Packaged Product (FPP) Boxed, retail softwareBoxed, retail software Individual end-usersIndividual end-users Academic Edition available for some MS productsAcademic Edition available for some MS products

Academic Volume LicensingAcademic Volume Licensing Discount purchasing for education institutionsDiscount purchasing for education institutions Institution needing 5+ licensesInstitution needing 5+ licenses

License OverviewLicense Overview

Replaces multiple Licensing SKUsReplaces multiple Licensing SKUs Standard License, Version Upgrade, Competitive Standard License, Version Upgrade, Competitive

Upgrade, Product Upgrade, Language Upgrade, Upgrade, Product Upgrade, Language Upgrade, and ‘get current’ portion of Upgrade Advantageand ‘get current’ portion of Upgrade Advantage

Provides rights to current versionProvides rights to current version No pre-requisite to purchaseNo pre-requisite to purchase One-time purchaseOne-time purchase

Std

VUP

PUPCUP

UALicensing offerings have been simplified

LUP L

Communities on CampusCommunities on CampusTwo PopulationsTwo Populations

1.1. Internal to the organizationInternal to the organization Faculty/StaffFaculty/Staff LabsLabs Student EmployeesStudent Employees EmployeesEmployees

2.2. External to the organizationExternal to the organization Student Owned MachinesStudent Owned Machines AlumniAlumni Community MembersCommunity Members Employee Personal ComputersEmployee Personal Computers

When Licensing Microsoft Technology…When Licensing Microsoft Technology…

Consider WHO is using the Consider WHO is using the softwaresoftware

Consider WHAT software is being Consider WHAT software is being usedused

With these two answers, you can With these two answers, you can apply licensing conceptsapply licensing concepts

Operating System and Application Operating System and Application Licensing ConceptsLicensing Concepts

One to one ratio – one installation One to one ratio – one installation equals one licenseequals one license

No idea of concurrencyNo idea of concurrency Examples – Office, Project, Visio, Examples – Office, Project, Visio,

Windows XP OSWindows XP OS

Server Licensing BasicsServer Licensing BasicsThree elementsThree elements to consider with any server to consider with any server Server SoftwareServer Software Client Access License (CAL)Client Access License (CAL)

Faculty and StaffFaculty and Staff Labs – Institution Owned AssetsLabs – Institution Owned Assets Student Owned MachinesStudent Owned Machines

External ConnectorExternal Connector Student Owned MachinesStudent Owned Machines Community MembersCommunity Members AlumniAlumni

License theTechnology StackLicense theTechnology Stack

ExchangeExchange

Windows ServerWindows ServerSQL ServerSQL Server

Sharpoint PortalSharpoint Portal

Exchange Exchange

Windows ServerWindows Server

Example 2

Example 1

Exchange Server, Exchange CAL and/or Exchange External Connector

Windows Server, Windows Server CAL and/or Windows External Connector

SQL Server, SQL CAL and/or SQL External Connector

Sharepoint PortalServer, Sharepoint CAL and/or Sharepoint External Connector

Exchange Server, Exchange CAL and/or Exchange External Connector

Windows Server, Windows Server CAL and/or Windows Server External Connector

More ExamplesMore Examples

BlackboardBlackboard

License per BBLicense per BB

Windows ServerWindows ServerWindows Server, Windows Server CAL and/or Windows Server External Connector

PeoplesoftPeoplesoft

License per PeoplesoftLicense per Peoplesoft

OracleOracle

License per OracleLicense per Oracle

Windows ServerWindows ServerWindows Server, Windows Server CAL and/or Windows Server External Connector

Server

Windows 95 Desktop

Linux Desktop

Windows XP Desktop

Apple Mac Desktop Unix Desktop

Student Owned Machines

Alumni

Client Access License

Client Access License

Client Access License

Client Access License

Client Access License

Client Access License

Client Access License

Internal

External

Any Non Institution Owned Asset

Client Access License

VersionsVersions

Versions of the Server and the CAL Versions of the Server and the CAL must be the same or greatermust be the same or greater ExamplesExamples

Windows 2003 Server requires Windows Windows 2003 Server requires Windows 2003 CAL’s (remember one CAL can 2003 CAL’s (remember one CAL can access multiple Servers…)access multiple Servers…)

Exchange 2003 Server requires Exchange Exchange 2003 Server requires Exchange 2003 CAL’s2003 CAL’s

Moving from Exchange 5.5 to Exchange Moving from Exchange 5.5 to Exchange 2003? Need Server, CAL and possibly the 2003? Need Server, CAL and possibly the External Connector for Exchange 2003.External Connector for Exchange 2003.

Server LicensingServer LicensingLicensing Licensing

ModeModeDescriptionDescription ScenariosScenarios

User CALUser CAL Each User is licensed for Each User is licensed for accessaccess

Good for when you have user’s with Good for when you have user’s with more than one device – ie. Laptop, more than one device – ie. Laptop, desktop and mobile devicedesktop and mobile device

Device CALDevice CAL Each Device is licensed for Each Device is licensed for accessaccess

Good for when you have less devices Good for when you have less devices than people ie. a Lab of 50 PC’s that is than people ie. a Lab of 50 PC’s that is used by 500 peopleused by 500 people

Per ProcessorPer ProcessorNote – Not all Note – Not all licensing modes licensing modes are available for are available for all server all server products.products.

Includes Server, Internal Includes Server, Internal CAL’s and External CAL’s CAL’s and External CAL’s

Best when unpredictable access from Best when unpredictable access from internal and external users is neededinternal and external users is needed

External External ConnectorConnector

Licenses External Clients for Licenses External Clients for specific accessspecific access

Good when the number of CAL’s are Good when the number of CAL’s are hard to count, the number of CAL’s hard to count, the number of CAL’s make the External Connector cost make the External Connector cost effectiveeffective

..

Comparison of External Connector Comparison of External Connector model and CAL licensingmodel and CAL licensing

1 User CAL = 1 Faculty/Staff accessing all copies 1 User CAL = 1 Faculty/Staff accessing all copies of server software (e.g., Microsoft Exchangeof server software (e.g., Microsoft Exchange®®) ) from unlimited number of devicesfrom unlimited number of devices

1 Device CAL = Unlimited number of Faculty/ Staff 1 Device CAL = Unlimited number of Faculty/ Staff accessing all copies of server software from 1 accessing all copies of server software from 1 devicedevice

1 External Connector = Unlimited number of 1 External Connector = Unlimited number of students/student owned machines, community students/student owned machines, community members, alumni etc. accessing members, alumni etc. accessing 1 copy1 copy of server of server softwaresoftware

External Connector: Definitions and ExamplesExternal Connector: Definitions and Examples

“Employees – Faculty and Staff as well as Lab Machines

A person that performs work for the company as an employee or in any other capacity such as an independent contractor, agent, vendor or service provider

Employees Vendors Faculty Staff

You need an External Connector in this instance

Student owned machines, Community Members, Alumni

Any person other than a person that performs work for the company as an employee, independent contractor, agent, vendor, service provider – e.g., a business partner or customer

Business partners Consultants Customers Alumni Student Owned machines

Definition:

Examples:

Core CAL Core CAL Just a convenient way to license 4 CAL’sJust a convenient way to license 4 CAL’s

Includes Client Access Licenses for:Includes Client Access Licenses for: Windows ServerWindows Server Exchange ServerExchange Server Systems Management ServerSystems Management Server SharePoint Portal Server SharePoint Portal Server

Common QuestionsCommon Questions Does the Windows XP Desktop come with a CAL for Does the Windows XP Desktop come with a CAL for

Windows Server? No. You need to account for this Windows Server? No. You need to account for this independently of the Desktop OSindependently of the Desktop OS

Does Outlook come with a CAL for Exchange? No. You Does Outlook come with a CAL for Exchange? No. You need a CAL for each device/user/mailbox – including need a CAL for each device/user/mailbox – including Outlook Web Access, POP, IMAP, etcOutlook Web Access, POP, IMAP, etc

Do I need a CAL for my Mac to access a Windows Server? Do I need a CAL for my Mac to access a Windows Server? Yes, you would need a Windows Server CALYes, you would need a Windows Server CAL

Do I need an OEM Operating System under the Select Do I need an OEM Operating System under the Select Agreement or the Campus Agreement? Yes, both Agreement or the Campus Agreement? Yes, both programs require an OEM Operating System and what is programs require an OEM Operating System and what is available under Campus Agreement and Select are available under Campus Agreement and Select are Operating System“upgrades” onlyOperating System“upgrades” only

Do you offer any “concurrent” mode of licensing? No, we Do you offer any “concurrent” mode of licensing? No, we do not, for any application or serverdo not, for any application or server

Academic Licensing ProgramsAcademic Licensing Programs

Three programs for higher ed Three programs for higher ed institutionsinstitutions

Subscription licensingSubscription licensing Non-perpetual licensesNon-perpetual licenses Campus AgreementCampus Agreement

Transactional licensingTransactional licensing Perpetual licensesPerpetual licenses Academic Open or Academic SelectAcademic Open or Academic Select

The Great DivideThe Great Divide

Perpetual License Perpetual License Non-Perpetual Non-Perpetual License License

Definition Definition License to install and use License to install and use a specific version of the a specific version of the software for as long as software for as long as

desireddesired

License to install and License to install and use any version of the use any version of the

software during term of software during term of the agreementthe agreement

Synonyms Synonyms Transactional LicensingTransactional Licensing Annuity LicensingAnnuity LicensingSubscription LicensingSubscription Licensing

Supporting Supporting Programs Programs

Academic OpenAcademic OpenAcademic Select Academic Select

Campus AgreementCampus Agreement

Academic Licensing ProgramsAcademic Licensing ProgramsAcademic Select OverviewAcademic Select Overview Perpetual licensesPerpetual licenses Extensive product selectionExtensive product selection Signed agreementSigned agreement 3 Year Term3 Year Term Ability to include Software AssuranceAbility to include Software Assurance Comes with a Library of MediaComes with a Library of Media

Academic Licensing ProgramsAcademic Licensing ProgramsSoftware AssuranceSoftware Assurance Available with Open and Select purchasesAvailable with Open and Select purchases Provides upgrades/updates through term Provides upgrades/updates through term Initially must be purchased with LicenseInitially must be purchased with License

License & Software Assurance Package (L&SA)License & Software Assurance Package (L&SA) Available separately only for renewed coverageAvailable separately only for renewed coverage

Pricing: Pricing: 29% of L price per year for desktop products29% of L price per year for desktop products 25% of L price per year for server products25% of L price per year for server products Best if you wish to upgrade your desktops in within Best if you wish to upgrade your desktops in within

3½ years or servers in 4 years3½ years or servers in 4 years Campus & School Agreement offer same benefitsCampus & School Agreement offer same benefits

Select ProgramSelect Program ReviewReview

Perpetual License, Like a BookPerpetual License, Like a Book Options areOptions are

License or License and Software License or License and Software Assurance optionsAssurance options

Student Select ProgramStudent Select Program For Students Personal Use, on their For Students Personal Use, on their

machinesmachines

Academic Licensing ProgramsAcademic Licensing ProgramsStudent Select OverviewStudent Select OverviewPurchase great products for students Purchase great products for students

at Academic Select pricingat Academic Select pricing Office 2003 Professional EditionOffice 2003 Professional Edition Office 2003 Standard EditionOffice 2003 Standard Edition Office v. X for Mac Standard EditionOffice v. X for Mac Standard Edition Windows XP Professional UpgradeWindows XP Professional Upgrade

Perpetual license Perpetual license Higher education students onlyHigher education students only

Campus AgreementCampus Agreement

““Site License” Subscription for a Site License” Subscription for a specific set of productsspecific set of products

Includes new software via Software Includes new software via Software AssuranceAssurance

Yearly subscription – like a Yearly subscription – like a magazine subscriptionmagazine subscription

Based on Full Time Equivalent Based on Full Time Equivalent (FTE) not PC’s(FTE) not PC’s

Campus Agreement SubscriptionCampus Agreement Subscription

YardstickYardstick People - FTEPeople - FTE

TermTerm12 months – renew each year12 months – renew each yearThree-Year Option of Commitment, give Three-Year Option of Commitment, give you price protectionyou price protection

Min. Order SizeMin. Order Size 300 units300 units

Staying CurrentStaying Current Licensed to run any version including Licensed to run any version including upgrades and downgrades upgrades and downgrades 

Student LicensingStudent Licensing License 100% of students for use at homeLicense 100% of students for use at home

PricingPricingTiered pricing for desktop and CAL Tiered pricing for desktop and CAL products based on FTEsproducts based on FTEsSevers priced individuallySevers priced individually

Sales ChannelSales Channel All AERsAll AERs

Software Assurance (SA) Software Assurance (SA) OverviewOverview Provides upgrades and updates through Provides upgrades and updates through

enrollment term enrollment term Replaces the “stay current” portion of Upgrade Replaces the “stay current” portion of Upgrade

AdvantageAdvantage

Initial SA purchase MUST be purchased with Initial SA purchase MUST be purchased with LicenseLicense License & Software Assurance Package (L&SA)License & Software Assurance Package (L&SA) SA available separately only for renewed coverageSA available separately only for renewed coverage

Software Assurance PricingSoftware Assurance Pricing ApplicationsApplications

Software Assurance = 29% of the license cost Software Assurance = 29% of the license cost per yearper year

SystemsSystems Software Assurance = 29% of the license cost Software Assurance = 29% of the license cost

per yearper year ServersServers

Software Assurance = 25% of the license cost Software Assurance = 25% of the license cost per yearper year

Software Assurance Software Assurance MembershipMembership

Support Resources and ToolsSupport Resources and Tools TechNet Online Concierge Chat TechNet Online Concierge Chat TechNet Plus TechNet Plus Microsoft Windows Preinstallation Environment (WinPE)Microsoft Windows Preinstallation Environment (WinPE) Corporate Error Reporting Corporate Error Reporting Extended Lifecycle Hot-Fix Support Extended Lifecycle Hot-Fix Support

TrainingTraining Desktop eLearningDesktop eLearning Server eLearningServer eLearning

eLearning eLearning Training for faculty/staff on Microsoft softwareTraining for faculty/staff on Microsoft software

Receive self-paced instructional modules that can be Receive self-paced instructional modules that can be conveniently accessed at their own PC, even offlineconveniently accessed at their own PC, even offline

Get faculty/staff up to speed quickly on new Get faculty/staff up to speed quickly on new products and update skills with latest knowledgeproducts and update skills with latest knowledge

Desktop various Office applications and versions, Desktop various Office applications and versions, Windows, and more…Windows, and more…

Server courses on Windows Server, Exchange, SQL, Server courses on Windows Server, Exchange, SQL, ISA, and more…ISA, and more…

Academic Open

Academic Select

Academic SelectSAM

Campus/School

Agreement

Sample eLearning CoursesSample eLearning CoursesDesktop:Desktop: Advanced Training for Outlook 2002 Advanced Training for Outlook 2002 Advanced Training for Word 2002  Advanced Training for Word 2002  Deploying Office XP  Deploying Office XP  Core Training for FrontPage 2002 Core Training for FrontPage 2002 Core Training for PowerPoint 2002 Core Training for PowerPoint 2002 Core Training for Word 2002 Core Training for Word 2002 Core Training for Office XP Core Training for Office XP What's New: Office 2000 to Office XP What's New: Office 2000 to Office XP Core Training for Word 2000 Core Training for Word 2000 Deploying Windows XP Professional Deploying Windows XP Professional Implementing and Supporting Windows® XP Implementing and Supporting Windows® XP

Professional Professional Core Training for Windows XP Professional Core Training for Windows XP Professional What's New: Windows 2000 Professional to What's New: Windows 2000 Professional to

Windows XP Professional Windows XP Professional More...More...

Academic Open

Academic Select

Academic SelectSAM

Campus/School

Agreement

Server:Server: Implementing and Managing Exchange 2000Implementing and Managing Exchange 2000 Administering a SQL Server 2000 DatabaseAdministering a SQL Server 2000 Database Programming a SQL Server 2000 DatabaseProgramming a SQL Server 2000 Database Windows 2000 Network and Operating Windows 2000 Network and Operating

System EssentialsSystem Essentials Implementing Windows 2000 Professional Implementing Windows 2000 Professional

and Serverand Server Implementing a Windows 2000 Network Implementing a Windows 2000 Network

InfrastructureInfrastructure Implementing and Administering Windows Implementing and Administering Windows

2000 Directory Services2000 Directory Services Deploying and Managing ISA Server 2000Deploying and Managing ISA Server 2000 More…More…

End of the three year agreement

Acquire the License & Software Assurance Package (L&SA) for any product any time during the term

Receive upgrades for the remainder of the term of the Academic Select License agreement by renewing SA each year

3 year Academic Select License agreement

Start of year 2 Start of year 3

How Software Assurance How Software Assurance WorksWorks

Time Clock coincides with Agreement dates NOT purchase dates!

Price ProrationPrice Proration

Purchase in year 1L + 33 years SA

Purchase in year 2L + 22 years SA

Purchase in year 3L + 11 year SA

Pay for remaining years of SA, including current yearCoverage always ends at end of enrollment term

33 years SA

33 years SA 22 years SA

11 year SA

11 year SA

22 years SA

Acquisitions in Year 1Acquisitions in Year 1

Start of the agreement End of the agreement

3 Year Select agreement term

End of year 1 End of year 2L&SA acquisitions

1/3 the price of L&SA due at acquisition

1/3 the price of L&SA due at end of

year 1

1/3 the price of L&SA due at end of

year 2

Acquisitions in Year 2Acquisitions in Year 2

Start of the agreement End of the agreement

3 Year Select agreement term

End of year 1 End of year 2L&SA acquisitions

When acquired in the second year, SA is adjusted to 2/3 the

full price

1/2 the adjusted price of L&SA due at

acquisition

1/2 the adjusted price of L&SA due at

end of year 2

Pricing Example: ServersPricing Example: Servers

Purchase Year:Purchase Year:

Buy in Year 1:

Buy in Year 2:

Buy in Year 3:

L+3 years SAL+3 years SA$400+(3*$100) =$400+(3*$100) = $700$700

L+2 years SAL+2 years SA$400+(2*$100) =$400+(2*$100) = $600 $600

L+1 year SAL+1 year SA$400+(1*$100) =$400+(1*$100) = $500$500

Price of Server License: $400Annual price of Server SA (25% of L): $100

Price for demonstration purposes only. Not intended to reflect actual prices.

L&SA Payment AmortizationL&SA Payment Amortization

Purchase in year 1L + 3 years SA

Amortize price equally over remaining termPay at install, and at each remaining anniversaryPurchases of ‘L only’ are paid in full when added

Payment 1: Added to Enrollment

Payment 2: Anniversary

Payment 3: Anniversary

MSDN Academic AllianceMSDN Academic Alliance

Program Goal to make access to Program Goal to make access to Microsoft technology for Microsoft technology for curriculum usescurriculum uses

Limited to Computer Science and Limited to Computer Science and Engineering, MIS DepartmentsEngineering, MIS Departments

Appropriate uses of the software – Appropriate uses of the software – Instructional onlyInstructional only

Subscription by Department Subscription by Department

Microsoft’s CommitmentMicrosoft’s Commitment

Help schools build and support a Help schools build and support a modern learningmodern learning infrastructureinfrastructure

Ensure educators and students have Ensure educators and students have anytime, any placeanytime, any place access access to learning to learning

Support the Support the seamlessseamless integration integration of of technology into the curriculum technology into the curriculum