The ins and outs of SharePoint LicensingVasu RangaswamiSenior Business Planner – SharePointMicrosoft

SPC286

Why you should care about licensing…

• This slide deck is up-to-date as of today (March 5, 2014)

• The terms and conditions for how you can use the software are defined in the Product Use Rights (PUR) document, the Online Services Use Rights (OLSUR) document, the Product List document, and program agreement. The PUR and OLSUR are updated quarterly. Links to the current PUR and Product List are available below

*Download the current Product Use Rights document*Download the current Online Services Use Rights document*Download the current Product List document

Please Read

Disclaimer

Licensing Overview

Online SKUs & Office 365 Licensing Options

On Premises SKUs

Feature Tiering

What we will cover today

Licensing 101

Channels Consumer Small & Medium Business Enterprise

FPP / OEM / Direct Open / Direct / Syndication

Select / Enterprise Agreement

Types of Licenses On-premises Cloud

Client Licenses Server Licenses & Client Access Licenses (CAL)

User Subscription License (USL)

Types of Commitment Occasional Buyer Multi-Year Commitment Committed Subscriber

Transactional / Perpetual Annuity / Software Assurance

Subscription

SharePoint Usage Scenarios & User Licensing

.

Internal User External User Anonymous User

Intranet

Extranet

Internet Sites

CAL/USL

CAL/USL

No user license required

No user license required

No user license required

No user license required

* External Users: users that are not either your or your affiliates’ employees, or your or your affiliates’ onsite contractors or onsite agents.

Online Plans

SharePoint Online Plans

E4

E3

E1

SharePoint Online Plan 2

SharePoint Online Plan 1

Office 365 Enterprise

StandaloneOnline

Kiosk

Small Business Premium

Office 365 Small & Midsize

Business

Small Business

Midsize Business

New SKU: OneDrive for Business with Office OnlineLaunching on April 1st

6-months Introductory Promo*

• $2.50/user/month for all customers

• $1.50/user/month for Office with SA or Office 365 ProPlus customers

* Promo pricing in effect for duration of agreement when purchased in the promo period. Reverts to regular price of $5/user/month after end of agreement term.

All my files in one place

25GB StorageAnywhere Access

Sync client

Get work done. Together.

Office client integrationCo-authoringEasy sharing

A trusted enterprise-grade

service

SecurityManagementAdmin Control

Office Online (Web Apps) LicensingOffice with SA customers now get Office Online edit rights in Office 365

Internal UsersOn-premises Office Web

AppsOffice Online in Office 365

Read Office Documents via Office Online

Free Free

Edit Office Documents via Office Online

Requires Office 2013 Standard or Professional Plus

Requires an Office 365 SKU that includes Office Online

(or)Office Standard or Professional Plus with Software Assurance **External Users*

On-premises Office Web Apps

Office Online in Office 365

Read Office Documents via Office Online

Free Free

Edit Office Documents via Office Online

Free Free

* External Users: defined as users that are not either your or your affiliates’ employees, or your or your affiliates’ onsite contractors or onsite agents.

** Must also be licensed for the appropriate SharePoint Online plan in Office 365

External Users

O365 Users

External Users

Not employees, contractors, or onsite agents for either you or your affiliates.

You can grant access to external users by using the Share command to send them an email invitation to a document or site

External users can use Office Online for viewing and editing documents.

An external user is a person who has been granted access to your SharePoint Online site, but who is not a licensed user within your organization.

Detailed External user definition can be found here.

SharePoint Online Plans: Quotas and CapsLimit O365 Small Business O365 Midsize Business Enterprise plans Kiosk plans

Base tenant storage (excluding personal storage)

10 GB + 500 MB per user

10 GB + 500 MB per user

10 GB + 500 MB per user

10 GB

Maximum tenant storage

1 TB 20 TB Unlimited Unlimited

Site collection quota limit (per site collection)

Up to 1 TB Up to 1 TB Up to 1 TB Up to 1 TB

Site collections (#) per tenant

1 20 10,000 10,000

Subsites (#) per site collection

Up to 2,000 Up to 2,000 Up to 2,000 Up to 2,000

OneDrive for Business (personal) storage

25 GB per user 25 GB per user 25 GB per user Not available

Public Website storage default

5 GB 5 GB 5 GB 5 GB

File size limit 2 GB per file 2 GB per file 2 GB per file 2 GB per file

Number of users cap Up to 25 users Up to 300 users - -

Maximum number of unique external users per tenant

500 10,000 10,000 10,000

Office 365 Licensing Options

Full USL

2

Add-Ons

1

How it Works

Benefit

Full USL (USL + Bridge)

Bridge CAL $1.50

E3 USL$15.50

Add-on (SA + Add-on)

Office Pro Plus SA

$7.50

ECAL SA$6.50

E3 Add-on$3.00

EXISTING INVESTMENT

Your Existing EA does not change No initial investment in “L” to get to the Cloud

Comparing Office 365 Add-ons vs. Full USL

$17.00 $17.00

Prices in US Dollars. Reflects pricing for customers with EA Level D pricing rounded to nearest $.50

Add-on vs. Full USL

Add-on Full USL

Midterm At EA renewal

Low Organizational Device Growth

Multiple Devices Per User

Customer desires a hybrid-cloud strategy

Customer desires a cloud-centric strategy

Customer is at the beginning of their cloud

journey and values the ability to move at their own

pace with no change to their EA

Customer has a defined cloud strategy in place Desires easier per-user licensing and feels comfortable changing EA

Company A Company B

Core CAL+

Office

Office 365 Add-on options

Core CALOnly

Office 365 ProPlus Subscription

EA License Position Core CAL

+ Office 365

ProPlus

E3 Add-on

E4 Add-on E3 Add-

on

E4 Add-on

Exchange Plan 1

Lync Plan 1

SharePoint Plan 1

E3 w/o ProPlus Add-on

E4 w/o ProPlus Add-onOffice

365 Add-Ons

E1 Add-on

ECAL+

Office

Exchange Plan 1 SharePoint Plan 1

Lync Plan 1

Office 365 Add-ons are available for EA customers who have signed the required OLS T&Cs.CAL Suite + Office is required to purchase E3/ E4 Add-ons. ECAL-only customers may purchase E3 without ProPlus and E4 without ProPlus.

E3 w/o ProPlus Add-on

E4 w/o ProPlus Add-on

On-premises SKUs

SharePoint On-premises SKUs

Enterprise CAL Suite

Core CAL Suite

SharePoint Enterprise CAL

SharePoint Standard CAL

SuitesStandalone CALs

Server

SharePoint Server

Core CAL Suite Package

Pricing may vary based on agreement.

Enterprise CAL Suite Package

Pricing may vary based on agreement.

Software Assurance vs. Office 365 benefits

Achieve technical readiness

Create a productive workforce

Optimize business value

IT Pro technical training vouchersDeployment planning services24x7 Incident Support

IT Pro online training coursesOffice 365 Deployment Offer*24x7 Support

Home Use ProgramOffice roaming use rightsEnd user e-learning courses

Install service on up to 5 devicesOffice mobile appsEnd user e-learning courses

New version rights / Extended hotfixCold backupsMulti-language packSpread paymentsLicense MobilityDowngrade Rights

Software is always up to dateMulti-language packAnnual payment terms99.9% SLA availability hosted offering

License + Software Assurance

Office 365

SharePoint Feature TieringArea SP Online Plan 1 / Standard CAL SP Online Plan 2 / Enterprise CAL

Apps App Catalog and Marketplace

Collaboration Team SitesWork Management (Project Site, My Tasks, Site Mailbox)

OneDrive for BusinessSocial (Newsfeed, Community Site)

External Sharing

Content Management

Content ManagementRecords Management

eDiscovery & compliance

Search Standard Search (People & Expertise Search, Visual Previews, Visual Best Bets,

OOTB Recommendations)

Enterprise Search (Video Search, Custom Query Rules, Entity Extraction, Extensible Content Flow, Item Recommendations,

CBS)

Business Intelligence

Scorecards & Dashboards*Excel Services, PowerPivot, Power View

Business Solutions WorkflowAccess Services**

Business Connectivity Services***Visio ServicesInfoPath Forms

Detailed information on features availability is available on the SharePoint Service Description page

* Scorecards & Dashboards available only for on-prem.

** Access Services is Enterprise only feature for on-prem.

*** Some features of BCS such as Secure Store, External Data Search, OData Connector are available in Standard CAL for on-prem.

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© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, 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, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Appendix

On-premises Online

Foundation Standard CAL

Enterprise CAL

P Kiosk Plan 1 Plan 2

Apps App Catalog & Marketplace (Marketplace, Corporate Catalog)

Collaboration

Team Sites (Drag & Drop, Notebook, Simplified Access)

External sharing (share-by email)

Work Management (Project Site, My Tasks, Site Mailbox) Project Site

Social (Personal Site - Newsfeed, Follow Content & People., SkyDrive Pro. Community Site– Discussions, Moderation, Reputation)

SkyDrive Pro (-Personal Site)

Search

Basic Search (Site collection search)

Standard Search (People & Expertise Search, Visual Previews, Visual Best Bets, OOTB Recommendations)

- People/Expertise Search

Enterprise Search (Entity Extraction, Video Search, Custom Query Rules, Extensible Content Flow, Item Recommendations, CBS)

( No Custom Entity

Extraction, Extensible Content

Flow, or CBS)

Content Manageme

nt

Content Management (ECM, Document Sets, Word/PPT Automation, Translation Services)

Records Management (in-place holds)

E-discovery, Compliance across Exchange & SharePoint (Case manager)

-ACM

BIExcel Services, PowerPivot, PowerView

Scorecards & Dashboards (PPS- Decomp tree, Balanced Scorecards)

Business Solutions

Access Services

Visio Services

Form Based Applications (InfoPath Forms)

SharePoint “2013” Workflow

Business Connectivity Services(External List, Basic Connector Framework)

+Secure Store, External

Data Search, OData Connector

+Business Data Web Parts

SharePoint – Intranet - Feature Tiering

Online On-Premise

P/E SKU SharePoint Server 2013

(Enterprise License Key)

Content Management

& Publishing

Lightweight Public-Facing Site

Topic Pages

Web Publishing

ECM

Product Catalog

Cross-site publishing

Authenticated Social

Social (Personal Site - Newsfeed, Follow Content & People, SkyDrive Pro. Community Site– Discussions, Moderation, Reputation)

Search

Basic Search (Site collection search)

Standard Search (People & Expertise Search, Visual Previews, Visual Best Bets, OOTB Recommendations)

Enterprise Search (Entity Extraction, Video Search, Custom Query Rules, Extensible Content Flow, Item Recommendations, CBS)

Multiple Audiences

Mobile and Alternate Device Rendering Limited (2 channels)

Language Translation

Variation

Extensibility

Custom Design

Business Connectivity Services(External List, Basic Connector Framework)

+Secure Store, External Data SearchBusiness Data Web Parts

Custom Development

Domains Multiple Domains

SharePoint – Internet Sites - Feature Tiering

Visio Visio Pro for Office 365 $13 Subscription of the advanced diagramming software, including roaming access and click to run

Project

Project Pro for Office 365 $25 Subscription version of Project Professional client software with roaming access and click to run

Project Online $33 Online version of project server, delivering enterprise Project, Program and Portfolio Management

Project Online with Project Pro for Office 365 $58 Subscription version of Project Professional client with online capabilities of Project Online

Exchange

Exchange Online Kiosk $2 2GB email, calendar

Exchange Online (Plan 1) $4 50 GB Email, calendar, personal archive, eDiscovery, AV/AS, team mailboxes

Exchange Online (Plan 2) $8 Unlimited archive, voicemail, advanced archiving, data loss prevention

Exchange Online Protection $1 Protection from spam, viruses, phishing and policy violations

Exchange Online Archiving $3 Legal hold and compliance

SharePoint

Yammer Basic $0 Free Enterprise social networking

Yammer Enterprise $3 Directory Sync, keyword monitoring and content management, export data for eDiscovery,

SharePoint Online (Plan 1) $3 Collaboration with sites, drag and drop, team mailboxes

SharePoint Online (Plan 2) $7 Forms, Data visualization, Access/Excel/Visio Services, eDiscovery, Compliance, PowerView,

SharePoint Online (Plan 1) with Yammer $4 Collaboration with sites, drag and drop, team mailboxes, Yammer Enterprise

SharePoint Online (Plan 2) with Yammer $8 Forms, Data visualization, Access/Excel/Visio Services, eDiscovery, Compliance, PowerView, Yammer Enterprise

SharePoint Online Extra Storage$0.20/GB

Additional 1GB of storage

LyncLync Online (Plan 1) $2 Presence, instant messaging, and peer-to-peer voice and video, Skype federation

Lync Online (Plan 2) $5.50 Lync Meetings, multi-view video, Lync Room Systems

Office

Office Web Apps with SharePoint Online (Plan 1) $5 Web Apps, collaboration with sites, fast search, drag and drop, team mailboxes

Office Web Apps with SharePoint Online (Plan 2) $8 Web Apps, Forms, Data visualization, Access/Excel/Visio Services, eDiscovery, Compliance, PowerView

Office 365 ProPlus $12 Office subscription, PC/Mac, roaming, mobile rights

Office 365 Standalones

Comparison Across SuitesSmall

Business

Small Business Premium

Midsize Business

Enterprise K1

Enterprise E1

Enterprise E3

Enterprise E4

Advanced Services

Enterprise Voice

RMS, Archiving, DLP

Excel/Access/Visio Services

Active Directory

Office Client

PowerPivot, PowerView

Click to Run Pull Pull Push Push

Office Client

Standard Services

IM, Virtual Meetings

Collaboration

Office Web Apps Authoring Authoring Authoring Authoring Authoring Authoring Authoring

Email, Calendar 50 GB 50 GB 50 GB 2 GB 50 GB 50 GB 50 GB

OneDrive for Business

25 GB 25 GB 25 GB 25 GB 25 GB 25 GB 25 GB

Admin Console Simplified Full Advanced

Support Setup and Basic Phone Business Hours Priority 24x7

Office 365 Enterprise Suites (Included Plans)

Enterprise K1

Enterprise E1

Enterprise E3

Enterprise E4

Service Plans

Exchange Kiosk Plan 1 Plan 2 Plan 2

SharePoint Kiosk Plan 1 Plan 2 Plan 2

Office Web Apps Authoring Authoring Authoring Authoring

Lync Plan 2 Plan 2 Plan 2, Plus CAL

Yammer

RMS

Office Client ProPlus ProPlus

Licensing

Client Installs 5 5

Mobile Installs 5 5

Dual Access Rights

Support Priority 24x7

Minimum Commitment Annual Annual Annual Annual

Customers can Now Easily Upgrade their Subscriptions in FamilyUpgrade Office 365 Plans Easily

Majority of in-family commercial upgradesCredit card and invoice customersSingle subscription under 300 seats

In-family

Small Business Small Business Premium

SharePoint Online (Plan 1)OneDrive for Business

Enterprise E1Enterprise E3Enterprise E4

Enterprise E1 SharePoint Online (Plan 2)

Enterprise E3Enterprise E4

New subscription management capabilities allow customers to upgrade Office 365 subscriptions with automatic user transitioning.

InfoPath Forms Services in SharePoint Server 2013 is the last release.

Supported till April 2023. InfoPath Forms Services technology in Office 365 will be

maintained and will function until further notice. More information available at the January 31st blog post -

http://blogs.office.com/2014/01/31/update-on-infopath-and-sharepoint-forms/

InfoPath Forms Services

CAL Suites Overview

• Single, simple license to comprehensively cover your Microsoft Server needs.

• New compliance features help you protect the enterprise.

• Standardize on Microsoft's platform and reduce the cost of licensing and managing multiple solutions.

• Enable broad Business Productivity and Core IT infrastructure.

• ~50% discount over purchasing products individually.

• 2-3 CAL break-even point• Meet IT and business

requirements with one license suite and one vendor.

Broad Software Portfolio

Significant Package Value

Simplified Administration and Compliance

Core and Enterprise CAL Suite PortfolioEnterprise CAL Suite Full-Stack

Core CAL Suite

Client Management Suite

Standard CAL

Standard CAL

Standard CAL

CAL

Enterprise CAL

Enterprise CAL

Active Directory Rights Management Services CAL

Exchange Online

Archiving

Exchange Data Loss Prevention Exchange Online Protection

Enterprise CAL

ECAL Suite Step-Up

Current Product New Product

SharePoint

Search ServerSharePoint Server 2013(plus license grant of 100 SharePoint Standard CALs for each Search Server on SA)

FAST Search Server for SharePoint SharePoint Server 2013

SharePoint for Internet Sites, Standard SharePoint Server 2013

SharePoint for Internet Sites, Enterprise SharePoint Server 2013

SA Migration

Legacy FAST Maintenance Transition

38

2010 SKU Name 2013 License Grants

Remarks

ESP for SharePoint (ESP4SP) None • In Wave 14, ESP4SP customers were granted FAST Search for SharePoint (FS4SP) licenses

• If a customer has attached SA to the Wave 14 grants of FS4SP, they will gain access to SharePoint Server 2013 through SA Migration

FAST Search Server 2010 for Internet Sites (FSIS) SharePoint Server [1:1]

FAST Search Server 2010 for Internal Applications (FSIA)

SharePoint Server [1:1]

FAST Search 2010 for Internal Applications CALs (FSIA CAL)

SharePoint Standard CAL [1:1]

(with Modified Use Rights)

Grant SharePoint Standard CALs with limited use rights. Use rights will be limited to enterprise search capabilities of SharePoint Server 2013

2013 Grants Eligibility Criteria 1) Qualifying product. Eligible products are:

• FAST Search Server 2010 for Internal Applications (FSIA)• FAST Search Server 2010 for Internet Sites (FSIS)

2) Perpetual license. Only perpetual licenses are eligible for license grants. Term licenses are not3) Current on M&S. Customer must have been current on FAST M&S as of Jul 2, 2012

Office 365 Add-ons Simplified Licensing for Office 365

Enterprise Agreement

Office 365 Add-ons

EasyThe underlying EA does not change.

SA benefits are retained, including rights to new versions.

Great PricePricing recognizes existing investment in Office and CAL Suites.

Preserves EA discounts for on-premises and volume discounts for online services.

FlexibleAdd Office 365 at any time, for any number of users, to any workload.

A simple, low-cost way for customers to add Office 365 services at any time, while maintaining current EA and SA benefits

With Office, you are covered

You’re covered with Office 365With the Office 365 enterprise subscription service, customers receive cloud-relevant benefits such as multiple device installs, E-Learning and support.

Office with Software AssuranceSoftware Assurance is available for on-premises license agreements and provides a range of benefits to help you deploy Office on your premises, train your dedicated IT staff, and get support.

Use benefits to transitionAs you prepare to move to the cloud, use your Software Assurance benefits to pilot Office 365, get staff trained, and prepare your end-users.

As you consider transitioning to the cloud, know that whether you currently have Office on-premises, are in the process of transitioning, or fully moved to Office 365, you are covered

Optimize businessvalue

Create a productiveworkforce

Software Assurance benefits for Office

41

Achieve technical readiness

Deployment PlanningServices

IT Pro Training

24x7 Support

Best in class service offerings

New Version Rights

Extended Hotfix

Cold Backups

Multi-Language Pack

Spread Payments

Get trained and manage IT

IT Pro Training

Planning Services

24x7 Support

Empower employees

Home Use Program

Office RoamingUse Rights

E-Learning Courses

Optimize business value

Create a productive workforce

Use Software Assurance to move to the cloud

Planning ServicesWork with a qualified Planning Services partner to experience a hands-on Office 365 pilot engagement in your environment.

TrainingIT Pro and end-user training courses help your organization prepare for the cloud and be more productive.

Achieve technical readiness

New Version RightsGet current on the latest Windows and Office software to optimize for your Office 365 experience.

Cloud relevant benefits of Office 365

Best in class service offeringsOffice 365 is always up to date

Available in multiple languages

Guaranteed 99.9% uptime

Annual payment terms

Built in security protection

Get trained and manage ITIT Pro E-learning courses

24x7 Support

Configurable admin portal

Office 365 deployment investment*

Empower employeesInstall service on up to 5 devices

Work from anywhere

Office mobile apps

Office 365 E-Learning courses

*150 seats or more qualifying purchases

Office 365 offers a variety of cloud-based benefits that replace Software Assurance Optimize business

value Create a productive workforce

Achieve technical readiness