demystifying microsoft desktop...

Demystifying Microsoft Desktop Licensing

August 18, 2014

Thank you for being here today

Presenter:

Amy Amos Licensing Account Executive, CDW Corporation

Agenda

Desktop Operating Systems

VDI Scenarios

Reimaging & Downgrade Rights

BYOD & Companion Licensing

Office 365

Our firm is buying all of our desktops/laptops with a Windows

Professional OEM operating system, why do I need the Windows Upgrade on my

agreement?

Windows 8.1 & RT Editions and Availability

Full Packaged Product (FPP)

OEM – PC Preinstall

Volume Licensing

Key Benefits of Volume Licensing

The most cost effective way to keep PCs current with the

latest version of Windows

Access to enterprise grade solutions only

available through Volume Licensing

Greatest flexibility for how Windows is deployed in an

organization

QUALIFIED DESKTOPS • Machine capable of running

Windows Professional Operating System

• Device used to access a virtual desktop infrastructure (VDI)

• Managed as part of an EA Enrollment

Full Chart can be found in the Appendix

Qualified Devices and Users Rules Under Enterprise Agreements

QUALIFIED USERS • User of a qualified device, • Access any server requiring

CAL or Enterprise Online Services (unless exempt)

From the Enterprise Agreement Enrollment

Software Assurance for Windows 8.1

New Version Rights

Windows 8 Enterprise Edition

Exclusive Access to Enterprise Offerings

Microsoft

Desktop

Optimization

Pack

Virtualization

Rights

Windows

To Go Rights

Roaming Use

Rights

Enterprise

Sideloading

Windows

Companion

Subscription

License

Technet

Benefits

24x7

Support

E-Learning

Training

Vouchers

Extended

Hotfix

Support

Op

tio

nal S

ub

scrip

tio

n A

dd

-On

How to License Add SA to Windows 8.1 Pro upgrade licenses purchased through Open or Select Plus

SA is included in Open Value and Enterprise Agreement.

Benefits are valid while SA coverage is active

* Eligibility for these benefits may vary depending on the Volume Licensing program and license quantity

Greatest Flexibility for how you use Windows

Readiness and Support

Our firm is buying all of our desktops/laptops with a Windows

Professional OEM operating system, why do I have Windows Upgrade on my

agreement?

• OEM is only way for full version

• All Volume Licensing is Upgrade Only

• Add Software Assurance for additional features and benefits

• Ability to add on options such as MDOP and Companion Licensing

We only upgrade to a new version of the OS when a

machine is replaced. Imaging machines is a pain!

We have to manually add applications,

re-enter keycodes, etc. What a mess!

Reimage Rights Microsoft allows you to use a VL key to reimage OEM machines as long as the media pack used is exactly the same as the OEM sticker provided with the machine.

Win 8 Pro VL media

Win 8 Pro OEM

Reimage with

In Compliance!

Win 8 Enterprise VL media

Win 8 Pro OEM

Reimage with

Out of Compliance! Win Ent Upgrade with SA

+

In Compliance!

Downgrade Rights Microsoft allows you to downgrade by one version with OEM Licensing and as far back as you want with Software Assurance.

Win 7 Pro VL media

Win 8 Pro OEM

Reimage with

In Compliance!

Win XP VL media

Win 8 Pro OEM

Reimage with

Out of Compliance! Win Ent Upgrade with SA

+

In Compliance!

We only upgrade to a new version of the OS when a

machine is replaced. Imaging machines is a pain!

• You CAN reimage like for like versions of OEM using Volume Licensing key codes for simplified imaging

• OEM can downgrade back one version

• Software Assurance allow unlimited downgrading

We keep hearing about VDI, how does that

work?

Application Virtualization Applications are centrally hosted and running on Windows servers and users can remotely interact with the applications or a server session. You can present just applications or you can provide a server OS Session which could give the end-user the look and feel of a desktop OS experience.

Server Hardware

Windows Server OS

App App App

RDS & WinSvr

CAL

RDS & WinSvr

CAL

RDS & WinSvr

CAL

Win Svr OS

License

Virtual Desktop Infrastructure (VDI) You host the full desktop operating system virtually in your datacenter and present to your end users over a secure connection. The End User receives the full operating system experience.

Server Hardware

Hypervisor

Win 7/8 Win 7/8 Win 7/8

App App

App App

App App

App App

App App

App App

???

Two Groups of Devices

• Windows Professional

• Win 8.x Pro

• Win 7 Pro

• Win XP Pro

• Mac OSx

• Snow Leopard

• Leopard

• Tiger

• Panther

• Windows RT

• Thin Client/Zero Clients

• Embedded

• Android

• Mac iOS

• Smart Phones

Rich Clients Thin / Mobile Clients

Two Primary Licensing Options

Enterprise Edition

SA for Windows VDA

PC Typical device Thin client

Yes Qualifying OS required No

Yes Local install rights No

Flexible Use Rights

New

Expanded

New

Rights to Purchase

New

Companion Device Licensing Companion Device licensing is valid for the primary user of a Software Assurance Windows Upgrade, VDA or Intune License

Windows RT Companion VDA Rights (Free)

Corporate owned device

Employee owned device Device Type ↓

Key Questions When determining the licensing requirements for a given scenario, make sure you can answer these key questions about the user, device, and the location.

Is the device covered by a CAL Suite on a per-device basis?

Qualified MS OS?

Qualified Device or qualified 3rd Party device?

Accessing VDI?

Employee Owned or Corporate Owned?

Will the user access the software on the corporate premises (on site)?

Will the user access the software remotely from outside of the corporate premises (off-site)?

Is the user covered by a CAL Suite on a per-user basis?

Is the user the single primary user* of the device?

Can the organization easily identify the primary user of the device?

User Device Location

* “Primary user” means the user who uses the device more than 50% of the time in any 90 day period

Scenarios

Desktop Licensing

Bringing a tablet device not running Windows to work

Firm allows employees to buy tablet devices that are not capable of running Windows 8 Pro (i.e. iPad, Android, Windows Surface RT, etc.) and bring them to work.

Firm considers the device to be secondary (Companion) device to the user’s primary device at work.

Users can access email only on these devices via Outlook Web App (OWA). Do not use Outlook messaging or collaboration clients.

Corporate policy does not permit delivering a VDI to these devices.

Office Pro Plus

Windows Upg w/ SA

CAL Suite by User

Bringing a tablet device not running Windows to work – VDI Allowed

Firm allows employees to buy tablet devices that are not capable of running Windows 8 Pro (i.e. iPad, Android, Windows Surface RT, etc.) and bring them to work.

Firm considers the device to be secondary (Companion) device to the user’s primary device at work.

Users can access email only on these devices via Outlook Web App (OWA). Do not use Outlook messaging or collaboration clients.

Corporate policy allows delivering a VDI to these devices.

Office Pro Plus

Windows Upg w/ SA

CAL Suite by User

Office Pro Plus

VDA or CSL

Multiple Corp Devices + Personal Device – VDI Allowed

Firm provides employees with a traditional laptop running Windows 8.1 and a tablet device that is not capable of running Windows 8 Pro (i.e. iPad, Android, Windows Surface RT, etc.) to use on premises.

Firm also allows the user to bring personal devices on premises.

Users can access email only on personal devices via Outlook Web App (OWA). Do not use Outlook messaging or collaboration clients.

Corporate policy allows delivering a VDI to personal devices.

Office Pro Plus

Windows Upg w/ SA

CAL Suite by User

Office Pro Plus

VDA or CSL

Office Pro Plus

VDA

Working Remotely – with SA

The user is working remotely with their own PC or a public terminal.

User is connected to a Windows 7 Pro virtual machine (VM) using VDI Technology via a web browser.

Every user in the organization is licensed with the Enterprise CAL Suite

The Windows OS and Office Pro Plus licenses for the user’s primary work device are covered by Software Assurance.

The home device is a third-party device and not managed by the organization, so it is not a “qualified device” under the Microsoft Enterprise Agreement (EA).

Office Pro Plus w/ SA

Windows Upg w/ SA

Enterprise CAL Suite by User

Extended Roaming Rights to off premise, non corporate devices

Extended Roaming Rights to off premise, non corporate devices

Working Remotely – No SA

The user is working remotely with their own PC or a public terminal.

User is connected to a Windows 7 Pro virtual machine (VM) using VDI Technology via a web browser.

Every user in the organization is licensed with the Enterprise CAL Suite

The Windows OS and Office Pro Plus licenses for the user’s primary work device are NOT covered by Software Assurance.

The home device is a third-party device and not managed by the organization, so it is not a “qualified device” under the Microsoft Enterprise Agreement (EA).

Office Pro Plus 2013

Windows OEM

Enterprise CAL Suite by User

VDA

Office Pro Plus 2013 RDS CAL by User

Bring your own PC – Remote Access

The organization has decided not to buy the employees PCs.

Users choose their own device, buy it, and bring it to work. Users also use the device when working from home.

Users require capabilities for Exchange Server, SharePoint Server, and Lync Server on their devices.

The company wants a licensing approach that will work on any device a user chooses. Licensing Simplicity is a key requirement.

CAL Suite by User

VDA + MDOP + CSL

Office Pro Plus 2013

My peers keep talking about VDI, how does

that work?

TALK TO A SPECIALIST

Office 365

Is your head in the cloud?

Why Office 365

End users can access the environment from any device – corporate owned, personally owned, or public kiosks

Multiple devices supported – even iOS and Android

Shift from capital expense to operational expense

Pay only for time used for new users

Displace other vendor costs by consolidating

Count the number of users for the majority of projects

True down annually

Office Licensing for 10+ devices per user

User Based Anywhere

Any Device Finances




Users can access email only on personal devices via Outlook Web App (OWA). Do not use Outlook messaging or collaboration clients.


Office Pro Plus

Windows Upg w/ SA

CAL Suite by User

Office Pro Plus

VDA or CSL

Office Pro Plus

VDA




Corporate requires Office Pro Plus for these users to be able to manage their job functions.


Office Pro Plus

Windows Upg w/ SA

CAL Suite by User

Office Pro Plus

VDA or CSL

Office Pro Plus

VDA

Office 365 Plan E3 + Bridge CAL

Office 365 Pro Plus Microsoft now offers Office Pro Plus as a subscription via Office 365. Some things to know…

Can install on up to 15 devices:

• 5 rich desktops/laptops/VDI, and

• 5 tablets, and

• 5 phones

• Corporate or Personally Owned

O365 keeps track of the installs and notifies the user if they are over the limit.

Replaces Home Use Rights Program

Must set up O365 account to take advantage of multiple installs.

Can locally install – Click to run is best

No downgrade rights to previous versions.

Can run side by side with existing perpetual licensing rights.

We’ll now open it up for questions

Questions

Thank You

Qualifying Operating Systems

Microsoft lists the qualifying operating systems on the Product List which is updated monthly and can be downloaded here.

http://www.microsoft.com/licensing/about-licensing/product-licensing.aspx

The Teleworker

As part of a telework initiative, users split their time between working in the office and working from home.

All users are issued corporate notebooks and are required to use them for business purposes.

Users will store data locally on their devices. Corporate security requires a solution to secure this data in case a users device is lost or stolen. This constitutes management of the device, which requires that the device be covered by the EA.

Office Pro Plus

Windows Upg w/ SA

CAL Suite by User

+ MDOP

The Road Warrior

Users are highly mobile and travel 80 percent of the time to visit customers or other locations and work from home the remainder of the time.

Users provide their own desktop PC or notebook

Users do not want to overwrite the image on their personal PC or notebook with a corporate image.

Corporate security requires that company data remains segregated from personal OS

Running Windows 8 Enterprise from a USB Stick via Windows To Go is the preferred solution.

Office Pro Plus

Windows Upg w/ SA OR

VDA

CAL Suite by User

+ CSL for multiple devices

USER VS. DEVICE CALS Microsoft is very specific to what is considered a qualified user or a qualified device.

Device

Used when there are more devices than user

User

Used when there are more devices than users

USER V. DEVICE CALS Device Example

End User

Tablet Corporate Issued

Laptop Corporate Issued

Smart Phone Corporate Issued

Tablet Personally Owned

Smart Phone Personally Owned

5 Sets of Device CALs Required

USER V. DEVICE CALS User Example

End User

Tablet Corporate Issued

Laptop Corporate Issued

Smart Phone Corporate Issued

Tablet Personally Owned

Smart Phone Personally Owned

1 Set of User CALs Required

DEFINITIONS acronyms that I may use that will be important to understand

Acronym Stands For Definition

SA Software Assurance More than just new upgrade rights, includes training, additional roaming rights, planning services vouchers, home use program, etc.

EA Enterprise Agreement Three year licensing contract that allows for annualized payments with annual true ups in a locked pricing model.

VDI Virtual Desktop Infrastructure

When a full desktop OS is served from the datacenter to a remote end user via a broker like VMWare Horizon View or Citrix XenDesktop

OS Operating System Generally, meaning the Desktop or Server Operating System

DT/LT Desktop or Laptop A traditional desktop or laptop running a full OS such as Window Pro or Mac OSX

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