oem licensing overview
TRANSCRIPT
Microsoft OEM Licensing: An Overview
OEM Licensing
The purpose of this presentation is to provide an overview of the role that OEM plays in the Microsoft licensing model. In this module, we look at:
•who is eligible•what they deliver•what the customer can expect•the differences between volume licensing and OEM •how this applies to each different type of customer
OEM Licensing
• Positioning• OEM Software Licensing • Software Assurance (SA)• Support• End-User Deliverables• OEM Licences and Volume Licensing• Product road map• Summary
Positioning
• OEM Licences provide customers with a complete solution as the software is pre-installed
• Offers substantial savings over FPP• Must be sold with new hardware (‘bundling’) and never separated
from that hardware (no ‘unbundling’)• Most convenient and attractive way for acquiring your desktop
operating system
BUT...• Limited product portfolio• Non-transferable• Restricted use rights (e.g. downgrade)• Mandatory pre-installation
Who Can Buy an OEM Licence?
Customers buying new PCs
• Office (Small Business, Basic and Professional)
• Windows XP Pro and Home
• Windows Server 2003
• Small Business Server 2003
OEM Software Portfolio
• Windows desktop operating systems, Microsoft Office Small Business Edition, Office Professional, Works, Works Suite, Windows must be pre-installed on a fully assembled PC
• Small Business Server & CALs, Windows Server & CALs must be distributed with a fully assembled system only
* List is non-exhaustive
End User Licensing Agreement
• The OEM EULA is between the OEM/System Builder and the customer
• Stipulates the terms of use by which the user can use the software
• Customer is buying the right to use the software – they are not buying the software!
OEM Use Rights
• OEM licences are tied to the PC they are installed on and cannot be transferred to another PC
• Buy a new licence if the motherboard is replaced– A new licence is not required if the motherboard is
replaced under warranty
OEM EULA Downgrade Rights
• Only Windows XP Professional, Windows Server 2003 (Standard & Enterprise Editions) and SBS 2003 Premium Edition have downgrade rights
• Conditions apply:• Cannot transfer ‘spare’ copy onto another machine
• Customer must provide the media for downgrade
• No support for downgrade (Microsoft or OEM!)
• Cannot downgrade across languages
• When customer goes back to initial licensed product they must delete other OS
Optional Software Assurance
• Available for OEM versions of:• Windows XP Professional• Server systems• Office Professional 2003 and Office Small
Business Edition 2003• Must be acquired within 30 or 90 days of the
OEM licensing purchase (depending on agreement being enrolled into)
• Purchase of SA does not give Volume Licensing usage rights to the OEM Licences (except for Office)
Software Support
• Support for all OEM licensed products is provided by the hardware assembler, not Microsoft
• This is stipulated in the system builder licence (attached to the side of the system builder pack)
• Value of OEM providing end-user support justifies lower pricing for OEM software
End-User Deliverables
• Documentation – must include:
1. A printed manual
2. A Certificate of Authenticity (COA)
• Recovery Media
• Direct OEMs: OEM-branded CD, hard drive recovery solution or no media
• System builders: Hologram CD and hard drive recovery solution
• Refer to http://www.microsoft.com/piracyfor further details
Recovery Media
Direct OEMs have 3 options– BIOS locked recovery CD
– Hard disk based solution (partition on hard drive)
– No media provided, OEM obliged to handle customer issues on a case by case basis
Recovery Media
• System Builders have 2 options– Edge 2 Edge hologram CD
Plus
– Hard drive recovery solution (not mandatory)
• A security feature meant to help customersto recognise a PC supplied with genuine software
• Note though: Counterfeiters have been known tosupply counterfeit software, covered by a loose,but stolen, genuine COA
• For Operating Systems and Servers the COA attaches to the PC chassis
Introduced at Windows 2000 launch (Feb 2000)• Customer in doubt – direct to :
www.howtotell.com
Certificate of Authenticity (COA)
OEM & Volume Licence Agreements
Key to solution – Information• Is it a new agreement?• If existing, what agreement does the customer
have?• What version of that agreement?
Education CustomersEducational Licensing
New Agreements – Existing Hardware – Eligible OS
Schools Agreement Campus Agreement
Version Number (and retirement date) Version Number (and retirement date)
2.0 (Sept 30th 2002 but customer can order from agreement for further 12 months)
3.1 2.0 (Sept 30th 2002 but customer can order from agreement for further 12 months)
3.1
Windows 2000 Professional
Windows NT Workstation 4.0 or 3.51
Windows 98, Windows 95, Windows Millennium Edition, and Windows XP Home Edition
Windows 3.x, Windows for Workgroups 3.x
OS/2
Macintosh
UNIX: SCO (Xenix, UnixWare), Sun (Solaris/SPARC, SunOS), Hewlett-Packard (HP-UX), IBM (AIX), Digital (Ultrix, OSF/1, Digital UNIX), SGI (IRIX), or IBM 4680/90
Any version of Windows
Windows 2000 Professional
Windows NT Workstation 4.0 or 3.51
Windows 98, Windows 95, Windows Millennium Edition, and Windows XP Home Edition
Windows 3.x, Windows for Workgroups 3.x
OS/2
Macintosh
UNIX: SCO (Xenix, UnixWare), Sun (Solaris/SPARC, SunOS), Hewlett-Packard (HP-UX), IBM (AIX), Digital (Ultrix, OSF/1, Digital UNIX), SGI (IRIX), or IBM 4680/90
Any version of Windows
Education Customers (cont.)
Existing Agreements – New or replacement hardware – Eligible OS
Schools Agreement 2.0
Schools Agreement 3.1
Campus Agreement 2.0
Campus Agreement 3.1
Eligible OEM Operating Systems
available under Direct OEM licence
Eligible OEM Operating Systems
available under Direct OEM licence
Eligible OEM Operating Systems
available under Direct OEM licence
Eligible OEM Operating Systems
available under Direct OEM licence
Windows XP Home, Windows 2000 or Windows XP Professional
Windows XP Home, Windows 2000 or Windows XP Professional
Windows XP Home, Windows 2000 or Windows XP Professional
Windows XP Home, Windows 2000 or Windows XP Professional
Commercial Customers
Commercial Licensing
Open Licensing (e.g. Open Value, OV Subscription)
Select Enterprise Agreement
New Agreements – Existing Hardware – Eligible OS
Windows 2000 Professional
Windows NT Workstation 4.0/3.51
Windows 98, Windows 95,Windows Millennium Edition, and Windows XP Home Edition
Windows 3.x,Windows for Workgroups 3.x
OS/2
Macintosh
UNIX: SCO (Xenix, UnixWare),Sun (Solaris/SPARC, SunOS),Hewlett-Packard (HP-UX), IBM (AIX), Digital (Ultrix, OSF/1, Digital UNIX), SGI (IRIX), or IBM 4680/90
Windows 2000 Professional
Windows NT Workstation 4.0/3.51
Windows 98, Windows 95, Windows Millennium Edition, and Windows XP Home Edition
Windows 3.x,Windows for Workgroups 3.x
OS/2
Macintosh
UNIX: SCO (Xenix, UnixWare),Sun (Solaris/SPARC, SunOS), Hewlett-Packard (HP-UX), IBM (AIX), Digital (Ultrix, OSF/1, Digital UNIX), SGI (IRIX), or IBM 4680/90
Windows 2000 Professional
Windows NT Workstation 4.0/3.51
Windows 98, Windows 95, Windows Millennium Edition, and Windows XP Home Edition
Windows 3.x,Windows for Workgroups 3.x
OS/2
Macintosh
UNIX: SCO (Xenix, UnixWare),Sun (Solaris/SPARC, SunOS), Hewlett-Packard (HP-UX), IBM (AIX), Digital (Ultrix, OSF/1, Digital UNIX), SGI (IRIX), or IBM 4680/90
Commercial Licensing (cont.)
Existing Agreements – New or replacement hardware – Eligible OS
Open Licensing (OV, MYO, OSL, etc.)
Select Enterprise Agreement
Version Numbers (Date on which customer can last sign agreement and
duration)
Version Numbers (Date on which customer can last sign agreement
and duration)
Version Numbers (Date on which customer can last sign agreement
and duration)
5.0 (30th September 2001 – 24 months)6.0 (Current program)
5.1 (31st July 2002 – 24 months)6.0 (Current program)
5.1 (31st Oct 2001 – 36 months)5.2 (31st Oct 2001 – 36 months)6.0 (Current program)
Eligible OEM Operating Systems available under
Direct OEM licence
Eligible OEM Operating Systems available under
Direct OEM licence
Eligible OEM Operating Systems available under
Direct OEM licence
Windows XP Home, Windows 2000 or Windows XP Professional
Windows XP Home, Windows 2000 or Windows XP Professional
5.1 – Windows XP Home, Windows 2000 Professional or Windows XP Professional
5.2 – Windows 2000 Professional or Windows XP Professional
6.0 – Windows 2000 Pro or Windows XP Professional
OEM & Volume Licence Agreements
Common Beliefs
• “I’ve got a Select/ Enterprise/ Schools/ Campus/ Open Agreement with Microsoft – I don’t need to buy my machines with an OEM OS pre-installed”
Windows Product Lifecycle
• Provides Microsoft, partners and customers with clarity
• Relates to availability of licences and support
• http://www.microsoft.com/windows/lifecycle/default.mspx
• 2nd iteration of Lifecycle document
Windows Product Lifecycle
• The Basics - 3 Phases:• Mainstream
• Extended Phase
• Non Supported
• After ‘Non Supported’ OS will go end of life!
Windows Product Lifecycle
Operating SystemEntering Extended
phase Entering Non-
Supported phaseEnd of Life
MS DOS x.xx N/A December 31, 2001 December 31, 2002
Windows 3.xx N/A December 31, 2001 December 31, 2002
Windows 95 December 31, 2000 December 31, 2001 December 31, 2002
Windows NT 3.5x N/A December 31, 2001 December 31, 2002
Windows 98 / 98 SE June 30, 2002 June 30, 2003 June 30, 2004
Windows NT 4.xx June 30, 2002 June 30, 2003 June 30, 2004
Windows Millennium Edition
December 31, 2003 December 31, 2004 December 31, 2005
Windows 2000 Professional
March 31, 2005 March 31, 2007 March 31, 2008
Windows XP Professional
December 31, 2006 December 31, 2008 December 31, 2009
Windows XP Home Edition
December 31, 2006 December 31, 2006 December 31, 2007
Windows Product Lifecycle
http://www.microsoft.com/windows/lifecycle/default.mspx
Windows Product Lifecycle
OEM Licensing Summary
Feature Benefit
Low price Low TCO
Pre-installed Easier to deploy than other licences
Bundled with hardware Single transaction for hardware and software
Supported by hardware vendor
Single point of contact for hardware and software-related issues