The Authorized Education Reseller (AER) Program Academic Volume Licensing

January 2011 Microsoft Corporation

Licensing Basics AER Qualifications, Responsibilities and Guidelines Today’s Academic Volume Licensing Business Enrollment for Education Solutions School Agreement Academic Open


Licensing Basics

Microsoft software can only be used in accordance with the terms of: The End User License Agreement (EULA)— for Full Packaged Product (FPP) and original equipment manufacturer (OEM) licenses The Product Use Rights (PUR) and by the terms of your Microsoft Volume Licensing Agreement —for all Volume Licensing purchases 4 . Microsoft software is protected as intellectual property. A software license provides the right to run a Microsoft software product. The software can only be used within the parameters defined by the license agreement.Software Licensing Basics What is a License? Software acquired through Microsoft Volume Licensing is a software license only.

Software Licensing Basics . Large PC Manufacturers Smaller ―System Builders‖ Volume Licensing Agreements Purchased from: Downloaded Software Direct to customer sales “VL” Resellers 5 .Delivery Full Packaged Product Retailers Resellers Preinstalled “OEM” By Original Equipment Manufacturers i.e.

Intellectual Property (IP) Software is recognized in law as a copyright work Copyright is an Intellectual Property Right Intellectual Property Rights (IPR) are protected by local and International laws 6 .

AER Qualifications. and Guidelines . Responsibilities.

8 . To renew simply repeat the certification process.What are the AER Program Requirements? To become an AER you must comply with the following requirements: Be a member of the Microsoft Partner Network (MPN) Pass the Academic Volume Licensing exam Complete the AER application Accept the program Terms and Conditions You agree that during the term of your Agreement at least one of your employees will maintain the levels of knowledge relating to Microsoft products and academic licensing programs required to pass the Microsoft AER online examination. Your Agreement and your AER authorization will be valid for one year from registration.

Today’s Academic Volume Licensing Business .

School Agreement via AERs is limited to Korea. .Academic Volume Licensing Options for AERs Subscription Enrollment for Education Solutions Offering Perpetual Open License for Academic • For primary / secondary and higher education customers • Available to small & medium customers by signing the Open Value Subscription-Education Solutions agreement (OVS – ES) • Student Option School Agreement (for primary / secondary customers) • Student Option 10 Note: In APAC. Vietnam and Sri Lanka.

Enrollment for Education Solutions .

What is EES? A new subscription offering for primary / secondary and higher education customers with 5 FTE or more. Available Worldwide March 1. 2011 (except Japan) Easy Compliance Customized Solutions Lower Total Cost of Ownership Simplified Asset Management Low Administration 12 12 .

Administrative Offices. and Boards of Education. A link to the QEUs can also be found in the AER Terms and Conditions. from the entire institution to a school district to a specific school site or department. Please refer to the QEU definition and forms of validation found at microsoft. and in cases where such definitions are not possible. an ―organization‖ could simply be a defined user group within the institution. Define your customer’s organization: An ―organization‖ may be defined across the is EES for? The Enrollment For Education Solutions offer is available to all qualifying academic organizations including Educational Institutions.* The Qualified Educational User Definition varies by region. * Minimum order requirements apply 13 . then click QEU in the ―Common Documents‖ Section .

EES Key Pillars Single Offer for Customers with 5 FTE and Above Target Customers Higher Ed & Primary/ Secondary Annual Counting One Annual Count of Employees (FTE) Additional Products License in any quantity Student Licensing ESD for efficient deployment. Student Option EES is the customer brand but as an AER you will sell EES to customers using an OVS-ES* contract 14 *Open Value Subscription – Education Solutions .

or just certain Departments. See appendix for FTE calculation. 15 . Desktop Platform Products must be licensed organization-wide. Meet the minimum of 5 FTEs within the Organization License at least one Desktop Platform Product All qualifying customers with at least 5 FTE qualify for the EES offering and may choose an AER (no upper limit). Any exception to this rule requires a Qualifying Enrollment to be in place.000 FTE or more may also work through a LAR.Getting Started with EES Define your Customer Organization Customers may define their organization as: their entire Institution. Customers with 1. their Institution plus other Affiliates. Details are in the OVS-ES Agreement. Count Full Time Equivalent (FTE) Employees All customers subscribing to EES will count FTEs to license products organization-wide.

Counting Faculty / Staff FTE Employees EES offers the convenience of licensing products based on the number of faculty/staff (FTE) employees in the organization. 3.500 FTE employees 16 Note: In EMEA.000 + (3000  3) + 1. The FTE employee count is calculated as follows: 2.000 + (1000  2) = 4.000 part-time faculty. and 1.000 full-time faculty. counting FTEs follows this formula: FTE Employees = faculty and staff who work more than 200 hours per year. you have 2. 1.000 full-time staff. The formula below outlines how to determine the number of full time equivalent (FTE) employees an organization has: Full-time faculty + Part-time faculty  3 + Full-time staff + Part-time staff  2 = Total faculty/staff FTE For example. .000 part-time staff.

Individual CAL Suite components are not Desktop Platform Products. Core CAL Suite or Enterprise CAL Suite) OR as a Suite. Add the Microsoft Desktop Optimization Pack (MDOP) for Software Assurance as part of your Professional Desktop Platform Suite or Enterprise Desktop Platform Suite. Office Pro Plus.Desktop Platform Product Options The Desktop Platform products may be licensed individually (Windows Upgrade. but must be licensed organization-wide. Professional Desktop Platform Suite Enterprise Desktop Platform Suite 17 .

Additional Products Campus and School (Subscription) Desktop Platform and Additional Products (Institution-wide only) EES (Subscription) Desktop Platform (Institution Wide) (Organization-wide. and others. Expression Studio 4 Ultimate TechNet Plus Direct and TechNet Plus Single User . Visual Studio 2010 Premium with MSDN. departmental wide or for an individual license) Additional Products 18 Ten new Visual Studio SKUs including: Visual Studio 2010 Ultimate with MSDN.

these Additional Products are offered with two price points: Organization-wide price (lower priced SKU) Add-On price (higher priced SKU) 19 . Windows 7 Upgrade Office Pro Plus Core CAL Suite Enterprise CAL Suite Education Desktop w/Core CAL Education Desktop w/Enterprise CAL Additional Products Must be licensed organization-wide. SharePoint CAL. CAL Suite components (i. Meet the initial order requirement of licensing at least one DPP. Exchange CAL) All other products. desktop applications. Do not qualify to meet the initial order requirement to license at least one DPP. May be licensed in any quantity. Online Servers. including Servers.How Products are Licensed Desktop Platform Products Must be licensed organization-wide.e. Certain Additional Products Offer Org-Wide Option Visual Studio Pro Expression Studio Web Pro Visio Premium Project Professional MapPoint RDS CAL Expression Studio Ultimate SQL CAL Windows MultiPoint Server CAL As an additional benefit to customers. etc. Windows CAL.

+ 3  = New Option! Students get software online! Electronic Software Download (ESD) enables partners to digitally fulfill to students and teachers! All products available under Student Option must be licensed for 100% of the students within the defined organization. Student-only enrollments must meet the 5 Student FTE minimum and include at least one Desktop Platform Product. 20 To set up electronic software delivery visit www.EES Student Option Calculate Student FTE within customer’s defined ―organization‖ 100% of students in participating institution or department must be . A convenient and cost-effective way for organizations to license selected products for use by their students on a personally owned computer or an institution-owned computer designated for the student’s exclusive use.e-academy.

School Agreement via AERs is limited to Korea. Core CAL & ECAL Suite. . individually or in Desktop suite Institution-wide commitment Desktop Platform Products: Level A. department-wide or for individual license Levels E & F available for Desktop Platform Products Open Value Subscription-Education Solutions (OVS-ES) eagreement Student Option Fully integrated into contracts Organizations may offer limited Work at Home (WAH) rights to their faculty and staff members only with no additional license charge Benefits available to include product upgrade and downgrade rights. Home Use Program. Level B Microsoft Campus & School Agreement and School enrollment Student Option Available as an addendum to the School Enrollment Organizations may offer limited Work at Home (WAH) rights to their faculty and staff members only with no additional license charge Benefits available to include product upgrade and downgrade rights. Office Pro Plus 2010. e-learning and more Software Assurance Benefits 21 Note: In APAC.EES Licensing Offer at a Glance Feature Area Target Customers Minimums Counting for DPPs Term Extensions Platform Products Additional Products Pricing Contract Student Licensing Live@edu Work At Home Rights Enrollment for Education Solutions Available for both primary/secondary and higher education customers 5 Full Time Equivalent (FTE) employees (no upper limit) Faculty / Staff as defined by full time equivalent (FTE) employees 1 and 3 year term one-time 3-year extension option Windows OS Upgrade. Core CAL & ECAL Suite. e-learning and more School Enrollment Primary. individually or in Desktop suite May be licensed organization-wide. Home Use Program. Vietnam and Sri Lanka. Secondary Schools and their local or regional administrative offices 300 Units (units vary by region) Organization-wide count of devices 1 and 3 year term 1 year extension option Windows OS Upgrade. Office Pro Plus 2010.

EES .Sales and Marketing .

evaluation rights. Lower Total Cost of Ownership (TCO): Maximize the value of your investment with access to current technology.Top 5 Reasons to Subscribe to EES Easy Compliance: Count your employees once per year and you are fully covered for all products licensed Customized Solutions: Easily add additional products. departmental-wide. Work at Home (WAH) rights. Software Assurance. and more. 23 . student licensing. or for individual devices Simplified Asset Management: Easily track and manage your software assets with selfservice online tools such as Microsoft Volume Licensing Service Center (VLSC) Low Administration: Subscription licensing eliminates the need to track licenses for the selected desktop platform products on every PC. either institution-wide.

versus multiple guidelines makes it easier for Partners to sell One agreement for both Primary.g.EES Partner Opportunity Simplified Sales Motion One set of program rules. FTE counting) present better value for customers and therefore new opportunities for partners EES covers all qualifying education customers under one agreement. leaving fewer contract to manage Simplified contract reduces the complexity for both customers and partners Competitive Advantage of the Offering Program features (e. Secondary and Higher Education customers. including an FTE count. enabling Partners to go after new accounts Deepen the Customer Relationship Full integration of Live@edu within the offering 24 .

com/global/40143070 EES Partner Overview for AERs https://partner.EES Resources Access EES Licensing information and Resources at: Tools to help you sell through EES: EES Partner Sales Playbook Education Solutions Customer Ready PPT Readiness Gadget EES Telesales Script To Customer Renewal Mail 25 EES Recorded Training for Distributors & AERs https://training.aspx?UserMode=0&ActivityId=713127 Selling Resources and Tools: Available under the ―Sales Resources‖ Tab at:

School Agreement .

School Agreement Overview Primary. School Agreement via AERs is limited to Korea. Vietnam and Sri Lanka. Secondary Schools and their local or regional administrative offices Customer can choose 1 or 3 year enrollment term – annual payment Price protection over three years if 3 year agreement chosen Licensed to run any version including upgrades and downgrades Sold through Authorized Education Resellers 27 Note: In APAC. .

School Agreement details Subscription licensing program based on counting PCs Choice of desktop products and servers 5% discount on the primary product platform (Office Enterprise 2010. Windows 7 Enterprise and Core CAL Home Use Program – a new Software Assurance benefit providing faculty and staff with access to products for their personal use (HUP) or work-related use (Work at Home) Standalone Student option Flexible and revised buy out Customers receive ―customized‖ media kits including only the products they ordered For each enrolment customers will receive one complimentary MSDN Academic Alliance High School Membership 28 .

Academic Open .

Academic Open General Overview Two year license agreement Purchase perpetual licenses Minimum initial order of five licenses No minimum requirement for additional orders Pay-as-you-go approach Option to include Software Assurance with your licenses 30 .

Academic Open General Overview No paperwork needs to be signed – terms and conditions are accepted first time customer activates license online Sold through distribution/AER channel No media pack – media purchased separately as required 31 . Resources Monthly AER Newsletter sent with valuable information Visit the Microsoft Education portal at 32 .com/education Visit the Microsoft Partner Network Education page at https://partner.

and/or other countries. All rights reserved. IMPLIED OR STATUTORY.S. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Partners should refer to their agreements for a full understanding of their rights and obligations under Microsoft’s Volume Licensing programs. it should not be interpreted to be a commitment on the part of Microsoft. and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES. Because Microsoft must respond to changing market conditions. EXPRESS. . AS TO THE INFORMATION IN THIS PRESENTATION. Microsoft. Windows and other product names are or may be registered trademarks and/or trademarks in the U.© 2010 Microsoft Corporation.

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