Microsoft ®

Academic
Licensing
 Academic Licensing

The purpose of this presentation is to provide basic details

on Microsoft’s Academic Licensing programmes for existing
and potential Authorised Education Resellers (AERs) . Who
qualifies, what are the licensing options and their features,
and what are the processes involved?

Updated: January 2008

 Agenda

Eligibility
Academic Select
Academic Open
School Agreement 3.5
Campus Agreement 3.5
Who is eligible for academic licensing?

Educational institutions (including local, regional and

national administrative offices)
Faculty and staff
Students (FPP, Student Select and Campus/School
student option)
Public libraries
Public museums
Charitable organisations

Note: Hospitals and research laboratories are not eligible unless they are
wholly owned and operated by a qualified educational institution
Academic
Select
 Academic Select

Three year volume licensing agreement for

institutions with more than 250 desktops
Purchase perpetual licences
Products split into three pools: Applications, Systems
and Servers – 1500 points per pool
Select media sent to customer
Can be used in conjunction with annual licensing
agreements for additional product requirements
 Academic Select Process

Customer signs Master Agreement (Ts and Cs)

and Enrolments under that Master (facilitates
purchasing)

Sold through EdLARs and LARs only

Purchase either Licence only or Licence +

Software Assurance
 Student Select

Perpetual student licences are available for a wide

range of products including Office Enterprise and
Windows Vista for both Higher/Further Education
and School students
Institutions no longer need to have a Select
agreement in place
Customers should expect to order at least 750 points
Points now count towards institution minimum
purchase levels
Academic
Open
 Academic Open
Two year licence agreement

Purchase perpetual licences

Minimum initial order level of five licences

Re-order level of one licence

Can be used in conjunction with annual licensing

agreements for additional licensing requirements
 Academic Open Process

No paperwork needs to be signed – terms and

conditions are accepted first time customer
activates licence online

Sold through distribution/AER channel

No media pack – media purchased separately as

required

Payment upfront
 School
Agreement
3.5
 School 3.5 Overview

Primary, Secondary Schools and their local, regional

and national administrative offices

Customer can choose 1 or 3 year enrolment term –

annual payment

Price protection over three years if 3 year agreement

chosen

Licensed to run any version including upgrades and

downgrades

Sold through Authorised Education Resellers

 School 3.5 Details
Choice of desktop products and servers
5% discount on the primary product platform (Office Enterprise 2007,
Windows Vista 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
 Eligible PC Count

Institution-wide commitment: All of the following

must be included: Pentium III and above, iMac G3,
and equivalent or better PCs

The customer can choose to count any number of

lower spec Pentium, 486/386 and Mac machines
 What products can be selected?

Applications & System products (counting 1 point)

including Office Enterprise, Windows Vista Enterprise
upgrade, CoreCAL, FrontPage, Project, Encarta, Visio,
Visual Studio, Publisher and CALs/SALs
Servers (varying point count) including Standard and
Enterprise versions of BizTalk, Exchange, ISA, SharePoint,
SQL, Windows Server and many more
Point counts are available on the product list which is
referenced on the enrolment
Customers are now able to order products after their initial
order at a pro-rated price (six month minimum)
 Steps for School Agreement

Count number of eligible PC’s

Count number of students (if required)
Choose products from product list
Calculate institution count as follows:
1. Multiply number of eligible PC’s by number of
products
2. Multiply number of servers by point count per server
Add 1 & 2 to get the total unit count
 Minimum Order Requirements
Level A = 50 units and Level B = 2500 PCs

Units = # of PC’s X # of application/ system products

plus # of servers ordered x server point count

Example 1: 50 PCs X 1 product = 50 units

Example 2: 10 PCs X 5 products = 50 units

Server units calculated by point count for server X

number of servers
 Student Option

For student owned PCs or school-owned PCs assigned for

individual dedicated student use

100 unit minimum requirement in addition to minimum

requirement for institution

Licence specific number of students or the entire

population

Institution responsible for management and control

The institution no longer needs to have a School

Agreement in place to take out a Student Option
 Flexible Buy-out Option

No need to convert all Windows, Office and Core CAL

licences to perpetual licences on buy-out

May acquire perpetual licences for products and

quantities desired

Buy-out pricing is equivalent to Academic Select -

customers on 3-year enrolments will have further
discounts but must buyout 100% of devices covered
 End of enrolment options

Renewal
Enrolment for 1 or 3 years (via new signed enrolment)

Extend current 1 year enrolment for another year (via extension

form)

Let enrolment expire without renewing and either

Purchase perpetual licenses via buy-out option

Remove software from PCs

 School Agreement Process
These are the important documents for the customer:

Campus/School Agreement form (Ts and Cs)

Subscription Enrolment (PC/server/student count, etc) attached to the

signature form

media order form (if they want media).

Emailed to distributor by AER

Distributor submits to EOC

Distributor orders products

Confirmation sent from EOC to customer/disti/AER

 Campus
Agreement
3.5
 Campus 3.5 Overview

Further Education and Higher Education Institutions

Customer can choose 1 or 3 year agreement – annual

payment

Price protection over three years if 3 year agreement

chosen

Licensed to run any version including upgrades and

downgrades

Only sold through LARs/EdLARs

 Campus 3.5 Details
Choice of desktop products and servers
5% discount on the primary product platform (Office Enterprise
2007, Windows Vista 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 (Developer AA or Designer AA)
Membership
 What products can be selected?

Applications & System products (counting 1 point) including

Office Enterprise, Windows Vista Enterprise upgrade,
CoreCAL, FrontPage, Project, Encarta, Visio, Visual Studio,
Publisher and CALs/SALs
Servers (varying point count) including Standard and
Enterprise versions of BizTalk, Exchange, ISA, SharePoint,
SQL, Windows Server and many more
Point counts are available on the product list which is
referenced on the enrolment
Customers are now able to order products after their initial
order at a pro-rated price (six month minimum)
 Steps for Campus Agreement
Count number of eligible FTEs (Full Time Equivalent or
staff working 200hrs+ per year)
Count number of students (if required)
Choose products from product list
Multiply number of FTEs by number of application &
System products and number of servers by point count
per server to derive the total unit count
 Minimum Order Requirements
Level A = 300 units and Level B = 3000 FTE

Units = #of FTE’s X # of application & System products

plus # of servers ordered x server point count

Example 1: 100 FTEs X 3 app/sys products = 300 units

Example 2: 300 FTEs X 1 app/sys product = 300 units

Server units calculated by point count for server X

number of servers
 Student Option

For student owned PC or institution-owned PCs

assigned for individual dedicated student use

300 unit minimum requirement in addition to

minimum requirement for institution

Licence specific number of students instead of entire

population

Institution responsible for management and control

The institution no longer needs to have a Campus

Agreement in place to take out a Student Option
 Flexible Buy-out Option

No need to convert all Windows, Office and Core CAL

licences to perpetual licences on buy-out

May acquire perpetual licences for products and

quantities desired

Buy-out pricing is equivalent to Academic Select –

customers on 3-year enrolments will have further
discounts but must buyout 100% of devices covered
 End of Enrolment Options

Renewal
Enrolment for 1 or 3 years (via new signed enrolment)

Extend current 1 year enrolment for another year (via

extension form)

Let enrolment expire without renewing and

either
Purchase perpetual licenses via buy-out option

Remove software from PCs

 Campus Agreement Process
These are the important documents for the customer:

Campus/School Agreement form (Ts and Cs)

Subscription Enrolment (PC/server/student count, etc) attached to

the signature form

media order form (if they want media).

Emailed to EOC by LAR

LAR orders products according to FTE count in Subscription

Enrolment

Confirmation sent from EOC to customer/LAR

 Summary
Select – perpetual licensing for larger institutions

Student Select – perpetual licensing for students

Open – perpetual licensing for smaller institutions

Full Packaged Product (FPP) - perpetual licensing for very small orders or
students

School Agreement – annual subscription agreement for Primary and

Secondary Schools (including student option)

Campus Agreement – annual subscription agreement for Higher and

Further Education institutions (including student option)

Sources of further information:

www.microsoftvolumelicensing.com/userights/PL.aspx and
www.microsoft.com/emea/education/howtobuy.mspx and www.microsoft.com