this slide deck is up-to-date as of today (march 5, 2014) the terms and conditions for how you can...
TRANSCRIPT
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