Microsoft in Education:

Building The Connected Learning Community Jessie Friesen [email protected]

Microsoft Corporation

Agenda

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Introductions Microsoft Licensing Logic and Overview The Language of Licensing Discussion of Licensing Discussion of Licensing Programs Discussion of how ASU is using the Microsoft licensing programs Campus Agreement at ASU Home Use Options Academic Alliance program for curriculum use Q & A

“The single most important use of information technology is to improve education.” Bill Gates, Chairman and Chief Software Architect, Microsoft

Microsoft’s Role

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Software platforms Technology innovations Tools and resources Partnerships Investments in Education

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Pricing Programs Research www.microsoft.com/education/

The Connected Learning Community

Schools Higher Ed Web Services Online Learning Technologies Home Teacher Tools Computers that See, Listen and Learn Home-to-School Portals Community

Microsoft

’

s Vision For Education

The Connected Learning Community:

Learning Without Limits

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

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Learning is relevant, individualized, personalized

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Schools have information systems that support accountability & efficient management

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Schools, campuses, homes, businesses and community resources are connected in a dynamic, collaborative learning environment

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

Software Licensing Basics

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Software is intellectual property, like a book or music CD Software license = right to use the software Software License

Software License Purchasing Options

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Original Equipment Manufacturer (OEM)

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Pre-installed software (i.e. Windows OS)

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Individuals and institutions purchasing new computers Full Packaged Product (FPP)

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Boxed, retail software Individual end-users Academic Edition available for some MS products Academic Volume Licensing

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Discount purchasing for education institutions Institution needing 5+ licenses

License Overview

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Replaces multiple Licensing SKUs

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Standard License, Version Upgrade, Competitive Upgrade, Product Upgrade, Language Upgrade, and ‘get current’ portion of Upgrade Advantage Provides rights to current version

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No pre-requisite to purchase

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One-time purchase VUP PUP CUP UA LUP Std L Licensing offerings have been simplified

1.

2.

Communities on Campus

Two Populations

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Internal to the organization Faculty/Staff Labs Student Employees Employees

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External to the organization Student Owned Machines Alumni Community Members Employee Personal Computers

When Licensing Microsoft Technology…

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Consider WHO is using the software Consider WHAT software is being used With these two answers, you can apply licensing concepts

Operating System and Application Licensing Concepts

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One to one ratio – one installation equals one license No idea of concurrency Examples – Office, Project, Visio, Windows XP OS

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Server Licensing Basics

Three elements to consider with any server Server Software Client Access License (CAL)

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Faculty and Staff Labs – Institution Owned Assets Student Owned Machines External Connector

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Student Owned Machines Community Members Alumni

License theTechnology Stack

Example 1

Exchange

Exchange Server, Exchange CAL and/or Exchange External Connector

Windows Server

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

SQL Server

Example 2 SQL Server, SQL CAL and/or SQL External Connector

Sharpoint Portal

Sharepoint PortalServer, Sharepoint CAL and/or Sharepoint External Connector

Exchange

Exchange Server, Exchange CAL and/or Exchange External Connector

Windows Server

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

More Examples

Blackboard License per BB Windows Server

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

Peoplesoft License per Peoplesoft Oracle License per Oracle Windows Server

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

Internal Any Non Institution Owned Asset Windows 95 Desktop Alumni Client Access License Client Access License External Client Access License Student Owned Machines Windows XP Desktop Client Access License Client Access License Server Client Access License Client Access License Linux Desktop Client Access License Apple Mac Desktop Unix Desktop

Versions

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

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Examples Windows 2003 Server requires Windows 2003 CAL’s (remember one CAL can access multiple Servers…) Exchange 2003 Server requires Exchange 2003 CAL’s Moving from Exchange 5.5 to Exchange 2003? Need Server, CAL and possibly the External Connector for Exchange 2003.

Server Licensing

Licensing Mode

User CAL Device CAL

Description

Each User is licensed for access Each Device is licensed for access

Scenarios

Good for when you have user’s with more than one device – ie. Laptop, desktop and mobile device Good for when you have less devices than people ie. a Lab of 50 PC’s that is used by 500 people Per Processor

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

External Connector Includes Server, Internal CAL’s and External CAL’s Licenses External Clients for specific access Best when unpredictable access from internal and external users is needed Good when the number of CAL’s are hard to count, the number of CAL’s make the External Connector cost effective 

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Comparison of External Connector model and CAL licensing

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

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

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

External Connector: Definitions and Examples “Employees – Faculty and Staff as well as Lab Machines Definition: 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 Examples:

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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

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Business partners Consultants Customers Alumni Student Owned machines

Core CAL

Just a convenient way to license 4 CAL’s Includes Client Access Licenses for:  

Windows Server Exchange Server

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Systems Management Server SharePoint Portal Server

Common Questions

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Does the Windows XP Desktop come with a CAL for Windows Server? No. You need to account for this independently of the Desktop OS Does Outlook come with a CAL for Exchange? No. You need a CAL for each device/user/mailbox – including Outlook Web Access, POP, IMAP, etc Do I need a CAL for my Mac to access a Windows Server? Yes, you would need a Windows Server CAL Do I need an OEM Operating System under the Select Agreement or the Campus Agreement? Yes, both programs require an OEM Operating System and what is available under Campus Agreement and Select are Operating System“upgrades” only Do you offer any “concurrent” mode of licensing? No, we do not, for any application or server

Academic Licensing Programs

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Three programs for higher ed institutions

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Subscription licensing

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Non-perpetual licenses

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Campus Agreement

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Transactional licensing

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Perpetual licenses

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Academic Open or Academic Select

The Great Divide

Definition Synonyms Perpetual License Non-Perpetual License License to install and use a specific version of the software for as long as desired License to install and use any version of the software during term of the agreement

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Transactional Licensing

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Annuity Licensing

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Subscription Licensing Supporting Programs

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Academic Open

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Academic Select

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Campus Agreement

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Academic Licensing Programs Academic Select Overview

Perpetual licenses Extensive product selection Signed agreement 3 Year Term Ability to include Software Assurance Comes with a Library of Media

Academic Licensing Programs Software Assurance

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Available with Open and Select purchases Provides upgrades/updates through term Initially must be purchased with License

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

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29% of L price per year for desktop products

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25% of L price per year for server products Best if you wish to upgrade your desktops in within 3½ years or servers in 4 years Campus & School Agreement offer same benefits

Select Program Review

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Perpetual License, Like a Book Options are

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License or License and Software Assurance options Student Select Program

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For Students Personal Use, on their machines

Academic Licensing Programs Student Select Overview

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Purchase great products for students at Academic Select pricing

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Office 2003 Professional Edition

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Office 2003 Standard Edition

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Office v. X for Mac Standard Edition

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Windows XP Professional Upgrade

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Perpetual license

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Higher education students only

Campus Agreement

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“Site License” Subscription for a specific set of products Includes new software via Software Assurance Yearly subscription – like a magazine subscription Based on Full Time Equivalent (FTE) not PC’s

Campus Agreement Subscription

Yardstick Term Min. Order Size Staying Current Student Licensing Pricing Sales Channel People - FTE 12 months – renew each year Three-Year Option of Commitment, give you price protection 300 units Licensed to run any version including upgrades and downgrades License 100% of students for use at home Tiered pricing for desktop and CAL products based on FTEs Severs priced individually All AERs

Software Assurance (SA) Overview

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Provides upgrades and updates through enrollment term

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Replaces the “stay current” portion of Upgrade Advantage

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Initial SA purchase MUST be purchased with License

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License & Software Assurance Package (L&SA)

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SA available separately only for renewed coverage

Software Assurance Pricing

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Applications

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

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

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Software Assurance = 25% of the license cost per year

Software Assurance Membership

Support Resources and Tools

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

Training

  Desktop eLearning Server eLearning

Academic Open Academic Select Academic Select SAM Campus/ School Agreement

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eLearning

Training for faculty/staff on Microsoft software

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Receive self-paced instructional modules that can be conveniently accessed at their own PC, even offline Get faculty/staff up to speed quickly on new products and update skills with latest knowledge

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Desktop various Office applications and versions, Windows, and more… Server courses on Windows Server, Exchange, SQL, ISA, and more…

Academic Open Academic Select Academic Select SAM Campus/ School Agreement

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Sample eLearning Courses

Desktop: Server: Advanced Training for Outlook 2002

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Implementing and Managing Exchange 2000 Advanced Training for Word 2002

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Administering a SQL Server 2000 Database Deploying Office XP

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Programming a SQL Server 2000 Database Core Training for FrontPage 2002 Core Training for PowerPoint 2002 Core Training for Word 2002

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Windows 2000 Network and Operating System Essentials Core Training for Office XP What's New: Office 2000 to Office XP

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Implementing Windows 2000 Professional and Server Core Training for Word 2000 Deploying Windows XP Professional

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Implementing a Windows 2000 Network Infrastructure Implementing and Supporting Windows® XP Professional

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Implementing and Administering Windows 2000 Directory Services Core Training for Windows XP Professional What's New: Windows 2000 Professional to Windows XP Professional More...

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Deploying and Managing ISA Server 2000 More…

How Software Assurance Works

End of the three year agreement

Time Clock coincides with Agreement dates NOT purchase dates!

3 year Academic Select License agreement Start of year 2 Start of year 3 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

Price Proration

Purchase in year 1 L + 3 years SA Purchase in year 2 L + 2 years SA Purchase in year 3 L + 1 year SA 3 years SA 3 years SA 2 years SA 2 years SA 1 year SA 1 year SA Pay for remaining years of SA, including current year Coverage always ends at end of enrollment term

Acquisitions in Year 1

Start of the agreement L&SA acquisitions 3 Year Select agreement term End of year 1 End of year 2 End of the agreement 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 2

Start of the agreement End of the agreement 3 Year Select agreement term End of year 1 L&SA acquisitions End of year 2 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: Servers

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

Purchase Year: Buy in Year 1:

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

Buy in Year 2:

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

Buy in Year 3:

L+1 year SA $400+(1*$100) = $500 Price for demonstration purposes only. Not intended to reflect actual prices.

L&SA Payment Amortization

Purchase in year 1 L + 3 years SA Payment 1: Added to Enrollment Payment 2: Anniversary Payment 3: Anniversary Amortize price equally over remaining term Pay at install, and at each remaining anniversary Purchases of ‘L only’ are paid in full when added

MSDN Academic Alliance

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Program Goal to make access to Microsoft technology for curriculum uses Limited to Computer Science and Engineering, MIS Departments Appropriate uses of the software – Instructional only Subscription by Department

Microsoft’s Commitment

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Help schools build and support a modern learning infrastructure Ensure educators and students have anytime, any place access to learning Support the seamless integration technology into the curriculum of