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Product Licensing Web is now Product Licensing Search, providing quick access to licensing terms, conditions and supplemental information relevant to the use of products licensed through Microsoft Volume Licensing programs.





SECTION 1 – PRODUCT LIST CHANGES OVER THE PAST 12 MONTHS

This section contains a rolling history of the last 12 months of Product List changes.

JANUARY 2013 CHANGES

Additions

  • Microsoft Dynamics AX 2012 R2 Enterprise Additive CAL (User & Device)
  • Microsoft Dynamics AX 2012 R2 Enterprise CAL (User & Device)
  • Microsoft Dynamics AX 2012 R2 Functional Additive CAL (User & Device)
  • Microsoft Dynamics AX 2012 R2 Functional CAL (User & Device)
  • Microsoft Dynamics AX 2012 R2 Self Serve CAL (User & Device)
  • Microsoft Dynamics AX 2012 R2 Server
  • Microsoft Dynamics AX 2012 R2 Task Additive CAL (User & Device)
  • Microsoft Dynamics AX 2012 R2 Task CAL (User & Device)
  • Windows MultiPoint Server 2012 Premium with Windows MultiPoint Server 2012 (CAL) (5 Clients)
  • Windows MultiPoint Server 2012 Premium with Windows MultiPoint Server 2012 (CAL) (5 Clients) with Windows

Changes

  • Windows Small Business Server 2008 CAL Suite for Premium Users or Devices
  • Windows Small Business Server 2008 CAL Suite for Premium Users or Devices (5 Clients)
  • Windows Small Business Server 2008 CAL Suite for Premium Users or Devices (20 Clients)
  • Windows Small Business Server 2011 CAL Suite (1 Client)
  • Windows Small Business Server 2011 CAL Suite (5 Clients)
  • Windows Small Business Server 2011 CAL Suite (20 Clients)
  • Windows Small Business Server 2011 Standard (5 Clients)
  • Windows Small Business Server 2011 Premium Add-On (5 Clients)

Deletions

  • Windows Embedded Device Manager 2011 Client Management License per OSE
  • Windows Embedded Device Manager 2011 Client Management License per User
  • Microsoft Dynamics AX 2012 Enterprise Additive CAL (User & Device)
  • Microsoft Dynamics AX 2012 Enterprise CAL (User & Device)
  • Microsoft Dynamics AX 2012 Functional Additive CAL (User & Device)
  • Microsoft Dynamics AX 2012 Functional CAL (User & Device)
  • Microsoft Dynamics AX 2012 Self Serve CAL (User & Device)
  • Microsoft Dynamics AX 2012 Server
  • Microsoft Dynamics AX 2012 Task Additive CAL (User & Device)
  • Microsoft Dynamics AX 2012 Task CAL (User & Device)
  • Windows Server 2008 for Windows Essential Server Solutions Device CAL (5 Clients)
  • Windows Server 2008 for Windows Essential Server Solutions User CAL (5 Clients)
  • Windows MultiPoint Server 2011 Premium with Windows MultiPoint Server 2011 (CAL) (5 Clients)
  • Windows MultiPoint Server 2011 Premium with Windows MultiPoint Server 2011 (CAL) (5 Clients) with Windows

DECEMBER 2012 CHANGES

Additions

  • Access 2013
  • Excel 2013
  • Exchange Enterprise CAL with Services 2013
  • Exchange Enterprise CAL without Services 2013
  • Exchange Server Enterprise 2013
  • Exchange Server Standard 2013
  • Exchange Standard CAL 2013
  • InfoPath 2013
  • Lync 2013
  • Lync Server 2013
  • Lync Server Enterprise CAL 2013
  • Lync Server Plus CAL 2013
  • Lync Server Standard CAL 2013
  • Office Home and Student RT 2013
  • Office Multi Language Pack 2013
  • Office Professional Plus 2013
  • Office Standard 2013
  • OneNote 2013
  • Outlook 2013
  • PowerPoint 2013
  • Project Standard 2013
  • Project Professional 2013
  • Project Server 2013
  • Project Server CAL 2013
  • Publisher 2013
  • SharePoint Enterprise CAL 2013
  • SharePoint Server 2013
  • SharePoint Standard CAL 2013
  • Visio Professional 2013
  • Visio Standard 2013
  • Word 2013
  • Windows MultiPoint Server Standard 2012
  • Windows MultiPoint Server Premium 2012
  • Windows MultiPoint Server CAL 2012
  • Windows MultiPoint Server CAL with Windows Server CAL 2012
  • Windows Intune USL
  • Windows Intune USL Add-On
  • Windows Intune USL Add-On Extra Storage 1 GB
  • Win Pro with MDOP 8

Promotions

The following promotions were added:
  • 55% off on Project Server CAL for Company Wide Purchase
  • 15% off Project/Visio Step Ups
The following promotions were deleted:
  • Windows Intune New PC 20% Promo

Deletions

  • Access 2010
  • Duet Enterprise for Microsoft SharePoint and SAP 1.0
  • Dynamics CRM Onprem Mobile
  • Dynamics CRM Mobile
  • Excel 2010
  • Exchange Server 2010 External Connector
  • FAST SearchServer SharePoint
  • Forefront Protection Suite
  • Forefront Security Exchange Server
  • Forefront Security Office Communication Server
  • Forefront Security SharePoint
  • Forefront Security Server Management Console
  • Forefront Security Web
  • Forefront Threat Management Gateway Enterprise
  • Forefront Threat Management Gateway Medium Business
  • Forefront Threat Management Gateway Standard
  • Forefront Threat Management Gateway Web Protection Service
  • Forefront Protection 2010 for Exchange Server
  • Forefront Protection 2010 for Exchange Server External Connector
  • Forefront Protection SharePoint
  • Groove Enterprise Services
  • Groove Server
  • InfoPath 2010
  • Lync 2010
  • Lync Server 2010 Enterpise Edition
  • Lync Server 2010 Enterprise External Connector
  • Lync Server 2010 Plus External Connector
  • Lync Server 2010 Standard External Connector
  • Lync Server 2010 Standard Edition
  • Office Groove Enterprise Services
  • Office Multi-Language Pack 2010
  • Office Professional Plus 2010
  • Office Standard 2010
  • Office Small Business Get Genuine
  • OneNote 2010
  • Outlook 2010
  • Outlook with Business Contact Manager
  • PowerPoint 2010
  • Project 2010 Standard
  • Project 2010 Professional
  • Search Server 2010
  • SharePoint Server 2010 for Internet Sites Enterprise
  • SharePoint Server 2010 for Internet Sites Standard
  • SharePoint Workspace 2010
  • Visio 2010 Premium
  • Visio 2010 Standard
  • Windows Intune
  • Windows Intune Add-On
  • Windows MultiPoint Server 2011 Standard
  • Windows MultiPoint Server 2011 Premium
  • Windows MultiPoint Server 2011 CAL
  • Windows MultiPoint Server 2011 CAL with Windows Sever 2008 CAL
  • Windows MultiPoint Server 2011 Premium with Windows MultiPoint Server 2011 CAL (5 Clients)
  • Windows MultiPoint Server 2011 Premium with Windows MultiPoint Server 2011 CAL (5 Clients) with Windows Server 2008 CAL (5 Clients)
  • Word 2010

NOVEMBER 2012 CHANGES

Additions

  • Microsoft Windows Server Essentials 2012
  • Microsoft AutoRoute Euro 2013
  • Microsoft Desktop Organization Pack 2012 for Software Assurance

Promotions

The following promotions were added:
  • 30% off Upgrading to Visual Studio Premium with MSDN
  • Step Up to Windows 8 with SA
  • Windows Intune New PC 20% Promo

Changes

Updates were made to the following products:
  • Microsoft Desktop Optimization Pack

Deletions

  • Windows Small Business Server Essentials 2011
  • AutoRoute 2011
  • Microsoft Desktop Optimization Pack 2011 R2 for Software Assurance

OCTOBER 2012 CHANGES

Additions

  • Windows Companion Subscription License

Changes

Point values changed for the following products:
  • Core Infrastructure Server Suite Datacenter
  • Core Infrastructure Server Suite Standard
  • System Center 2012 Standard Server Management License (2-processor)
  • System Center 2012 Datacenter Server Management License (2-processor)
  • System Center Configuration Manager 2007 R3
  • System Center Configuration Manager 2007 R3 Enterprise Server Management License
  • System Center Configuration Manager 2007 R3 Standard Server Management License (Standard Server ML)
  • System Center Configuration Manager 2007 R3 with SQL Server 2008 Technology
  • System Center Data Protection Manager 2010 Client Management License per User
  • System Center Data Protection Manager 2010 Client Management License per OSE
  • System Center Data Protection Manager 2010 Enterprise Server Management License
  • System Center Data Protection Manager 2010 Standard Server Management License
  • System Center Operations Manager 2007 R2
  • System Center Operations Manager 2007 R2 with SQL Server 2008 Technology
  • System Center Operations Manager 2007 R2 Standard Server Management License
  • System Center Operations Manager 2007 R2 Enterprise Server Management License
  • System Center Operations Manager 2007 R2 Client Management License per OSE
  • System Center Operations Manager 2007 R2 Client Management License per User
  • System Center Server Management Suite Enterprise
  • System Center Server Management Suite Datacenter
  • System Center Service Manager 2010
  • System Center Service Manager 2010 with SQL Server 2008 Technology
  • System Center Service Manager 2010 Client Management License (Client ML) per OSE
  • System Center Service Manager 2010 Client Management License (Client ML) per User
  • System Center Service Manager 2010 Server Management License (Server ML) per OSE
  • System Center Virtual Machine Manager 2008 R2 Client Management License per OSE
  • System Center Virtual Machine Manager 2008 R2 Client Management License per User
  • System Center Virtual Machine Manager 2008 R2 Enterprise Server Management License

Deletions

  • System Center Mobile Device Manager 2008
  • Database Consolidation Appliance 2012

SEPTEMBER 2012 CHANGES

Additions

  • Visual Studio® Professional 2012
  • Visual Studio® Professional 2012 with MSDN
  • Visual Studio® Premium 2012 with MSDN
  • Visual Studio® Ultimate 2012 with MSDN
  • Visual Studio® Test Professional 2012 with MSDN
  • Visual Studio® Team Foundation Server 2012 with SQL Server 2012 Technology
  • Visual Studio® Team Foundation Server 2012 Device CAL
  • Visual Studio® Team Foundation Server 2012 User CAL
  • Visual Studio® Team Foundation Server 2012 External Connector
  • Windows Server™ 2012 CAL (Device & User)
  • Windows Server™ 2012 Datacenter
  • Windows Server™ 2012 Standard
  • Windows Server™ 2012 External Connector
  • Windows Server™ 2012 Remote Desktop Services CAL
  • Windows Server™ 2012 Remote Desktop Services External Connector
  • Windows Server™ 2012 Rights Management Services CAL
  • Windows Server™ 2012 Rights Management Services External Connector
  • Microsoft Dynamics AX 2012 Enterprise Additive CAL (User & Device)
  • Microsoft Dynamics AX 2012 Enterprise CAL (User & Device)
  • Microsoft Dynamics AX 2012 Functional Additive CAL (User & Device)
  • Microsoft Dynamics AX 2012 Functional CAL (User & Device)
  • Microsoft Dynamics AX 2012 Self Serve CAL (User & Device)
  • Microsoft Dynamics AX 2012 Server
  • Microsoft Dynamics AX 2012 Task Additive CAL (User & Device)
  • Microsoft Dynamics AX 2012 Task CAL (User & Device)
  • Windows 8 Enterprise Sideloading
  • Windows 8 Pro Upgrade
  • Windows 8 Pro with MDOP
  • Rental Rights for Windows

Promotions

The following promotions were added:
  • Windows Server Datacenter Step Up Promotion
  • Forefront Online Protection for Exchange
The following promotions were deleted:
  • Enrollment for Core Infrastructure Standard Suite Promotion

Deletions

  • Tellme Basic (Fee)
  • Tellme Standard (Fee)
  • Tellme Premium (Fee)
  • Tellme Basic (Services SL)
  • Tellme Standard (Services SL)
  • Tellme Premimu (Services SL)
  • Tellme Overage Minutes (Fee)
  • Visual Studio® 2010 Professional
  • Visual Studio® 2010 Professional with MSDN
  • Visual Studio® 2010 Professional with MSDN Embedded
  • Visual Studio® 2010 Premium
  • Visual Studio® 2010 Premium with MSDN
  • Visual Studio® 2010 Ultimate
  • Visual Studio® 2010 Ultimate with MSDN
  • Visual Studio® Test Professional 2010
  • Visual Studio® Test Professional 2010 with MSDN
  • Visual Studio® LightSwitch 2011
  • Visual Studio® Load Test Virtual User Pack 2010
  • Visual Studio® Team Foundation Server 2010 with SQL Server 2008 Technology
  • Visual Studio® Team Foundation Server 2010 Device CAL
  • Visual Studio® Team Foundation Server 2010 User CAL
  • Visual Studio® Team Foundation Server 2010 External Connector
  • Windows Server™ 2008 CAL (Device & User)
  • Windows Server™ 2008 R2 HPC Edition
  • Windows Server™ 2008 R2 Datacenter
  • Windows Server™ 2008 R2 Enterprise
  • Windows Server™ 2008 R2 Itanium Based Systems
  • Windows Server™ 2008 R2 Standard
  • Windows Server™ 2008 External Connector
  • Windows Server™ 2008 Remote Desktop Services CAL
  • Windows Server™ 2008 Remote Desktop Services External Connector
  • Windows Server™ 2008 Rights Management Services CAL
  • Windows Server™ 2008 Rights Management Services External Connector
  • Windows Web Server 2008 R2
  • HPC Pack 2008 R2 Enterprise
  • HPC Pack 2008 R2 for Workstation
  • Windows HPC Server 2008 R2 Suite
  • Win Starter 7
  • Win 7 Professional Upgrade
  • Windows 7 Professional with MDOP

AUGUST 2012 CHANGES

Additions

  • MapPoint® Fleet Edition 2013
  • MapPoint® 2013 for Windows
  • Microsoft Translator API
  • Office 365 Plan G1-G4
  • Streets and Trips 2013

Promotions

  • There are no promotion additions, deletions or expirations.

Deletions

  • MapPoint® Fleet Edition 2011
  • MapPoint® 2011 for Windows
  • Streets and Trips 2011

JULY 2012 CHANGES

Additions

  • Lync Online Plan 3
  • Lync Online Plan 3A
  • Office Web Applications with SharePoint Plan 2A
  • Learning Solutions IT Academcy (User SL)

Promotions

  • There are no promotion additions, deletions or expirations.

Deletions

  • There are no product deletions.

Other Changes

  • Sections 3 through 5 were reorganized into Sections 3 though 9 for usability enhancements.

JUNE 2012 CHANGES

Additions

  • Dynamics CRM Mobile (Online; Per User)
  • Dynamics CRM Onprem Mobile
  • Exchange Online Archiving for Exchange Server A (User SL)
  • Exchange Online Plan 1A for Alumni
  • Exchange Online Plan 2A
  • Forefront Identity Manager 2010 R2 CAL (User only)
  • Forefront Identity Manager 2010 R2 External Connector
  • Forefront Identity Manager 2010 R2 Server
  • Forefront Identity Manager 2010 R2 – Windows Live Edition
  • Office 365 A2-A4 (User SL)
  • Office Professional Plus Subscription A (User SL)
  • Office Web Applications A (User SL)
  • SharePoint™ Online Extra Storage 1 GB A (Add-on SL)

Promotions

  • There are no promotion additions, deletions or expirations.

Deletions

  • Forefront Identity Manager 2010 CAL (User only)
  • Forefront Identity Manager 2010 External Connector
  • Forefront Identity Manager 2010 Server
  • Forefront Identity Manager 2010 – Windows Live Edition

MAY 2012 CHANGES

Promotions

  • Exchange Server Standared Promotion
  • Open Value Subscription Education Solution N-2 Up To Date Promotion

APRIL 2012 CHANGES

Additions

  • SQL Server® 2012 Business Intelligence
  • SQL Server® 2012 CAL (Device & User SL)
  • SQL Server® 2012 Developer
  • SQL Server® 2012 Enterprise
  • SQL Server® 2012 Enterprise Core
  • SQL Server® 2012 Standard
  • SQL Server® 2012 Standard 1 Processor License
  • System Center 2012 Client Management Suite (Client ML) per OSE
  • System Center 2012 Client Management Suite (Client ML) per User
  • System Center 2012 Configuration Manager Client Management License (Client ML) (Student Only)
  • System Center 2012 Configuration Manager Client Management License (Client ML) per OSE
  • System Center 2012 Configuration Manager Client Management License (Client ML) per User
  • System Center 2012 Datacenter Server Management License (2-processor)
  • System Center 2012 Endpoint Protection
  • System Center 2012 Standard Server Management License (2-processor)
  • VDI Suite
  • VDI Suite with MDOP

Deletions

  • Core Infrastructure Server Suite Enterprise
  • Forefront Endpoint Protection
  • Learning Solutions IT Academy (Services SL)
  • SQL Server2008 R2 Datacenter
  • SQL Server2008 R2 Enterprise
  • SQL Server2008 R2 Small Business
  • SQL Server2008 R2 Standard
  • SQL Server2008 R2 Workgroup Processor
  • SQL Server2008 R2 Workgroup (5 client add-on)
  • SQL Server2008 R2 Web
  • System Center Client Management Suite (Client ML) per OSE
  • System Center Client Management Suite (Client ML) per User
  • System Center Configuration Manager 2007 R3 Client Management License (Client ML) (Student Only)
  • System Center Configuration Manager 2007 R3 Client Management License per OSE
  • System Center Configuration Manager 2007 R3 Client Management License per User
  • Visual Studio Team Explorer Everywhere 2010
  • Windows Embedded Device Manager 2011
  • Windows Embedded Device Manager 2011 with SQL Server 2008 Technology

MARCH 2012 CHANGES

Additions

  • There are no product additions.

Promotions

  • Bing Maps for Line of Business Applications Promotion
  • Enrollment for Core Infrastructure Standard Suite Promotion

Deletions

  • There are no product deletions.

FEBRUARY 2012 CHANGES

Additions

  • There are no product additions.

Promotions

  • SQL Server Parallel Data Warehouse
  • Visual Studio Test Professional with MSDN at 20% Discount

Deletions

  • There are no product deletions.

SECTION 2 – PRODUCT PROMOTIONS

Exchange Server Standard Promotion
As a limited time offer from May 1, 2012 to December 31, 2012, Microsoft offers up to 20% savings on the license price and up to 30% savings on the License and Software Assurance price for Exchange Server 2010 Standard edition. This promotion is available under the Microsoft Open and Open Value agreements for commercial and government customers.

SQL Server Parallel Data Warehouse
As a limited time offer from February 1, 2012 to December 31, 2012, Microsoft offers up to 45% savings on License and Software Assurance for SQL Server Parallel Data Warehouse. This promotion is available under the Microsoft Select Plus Agreement, Microsoft Enterprise Agreement, Enrollment for Application Platform Program and Microsoft Volume Licensing for Government Partners Programs worldwide.

If a customer already has promoted product included on an existing Enterprise Agreement enrollment, this promotion cannot be used on that same enrollment.

Windows Server Datacenter Step Up Promotion
As a limited time offer from September 1, 2012 to March 31, 2013, Microsoft offers up to 20% savings on the License and Software Assurance price for Windows Server DC edition. This promotion is available under Microsoft Enterprise Agreement, Enrollment for Application Platform, Enrollment for Core Infrastructure, Microsoft Select Plus and Microsoft Open Value (All verticals).

Forefront Online Protection for Exchange
As a limited time offer from September 1, 2011 to December 31, 2012, Microsoft offers up to 40% discount on the price of Forefront Online Protection for Exchange monthly subscription price. This promotion is offered under the Microsoft Select Plus, Open Value, Open Value Subscription, and Worldwide Government Partner Volume Licensing programs.

30% off Upgrading to Visual Studio Premium with MSDN
As a limited time offer from October 1, 2012 to March 31, 2013, Microsoft offers a 30% discount on Visual Studio Premium with MSDN for customers who have active SA on Visual Studio Prefessional with MSDN. This promotion is available under the Microsoft Enterprise , USG, EAP, Select Plus and Open Value programs.

Step Up to Windows 8 with SA
Between November 1, 2012 and January 31, 2013, Microsoft offers a 40% discount on Open upgrade licenses with Software Assurance (Open License or Open Value Programs) and a 15% discount on Open upgrade licenses. Price promotions are valid on purchases of up to 100 licenses.

15% off Project/Visio Step Ups
As a limited time offer from December 1, 2012 to June 30, 2013, Microsoft offers a 15% Discount on Step Up to Project Professional for Project Standard under SA as well as a 15% Discount on Step Up to Visio Professional for Visio Standard under SA. This promotion is available under the Microsoft Enterprise, Enterprise Subscription, Select Plus, EAP and Open Value programs.

55% off on Project Server CAL for Company Wide Purchase
As a limited time offer from December 1, 2012 to June 30, 2013, Microsoft offers a 55% Discount on Project Server CAL if purchased companywide. This promotion is available under the Microsoft Enterprise, Enterprise Subscription and EAP programs.

SECTION 3 - VOLUME LICENSING PROGRAM TERMS

Additional Terms - General EI Controls Restrictions
Export of certain Microsoft products from the United States is regulated under "EI Controls" of the Export Administration Regulations (EAR, 15 CFR 730-744) of the U.S. Commerce Department, Bureau of Export Administration (BXA). For more information, please visit: www.microsoft.com/products/exporting/basics.htm
  • Customer Definition
    In the context of the different volume licensing programs, the term "customer" means:
    • Open License Program: "Licensee" or "you"
    • Select and Select Plus Programs: "Enrolling Customer", "Lead Customer Affiliate", "you", "Enrolled Affiliate", or "Affiliates"
    • Enterprise Agreement: "Enrolling Customer ", "Customer Affiliates", "you" or "Affiliates"

  • Client Access Licenses (CALs) and Client Management Licenses (MLs)

    Right to Migrate to BackOffice User CALs for Enterprise Agreement and Upgrade Advantage Customers
    The right to migrate to User CALs applies to customers with active Upgrade Advantage (or other upgrade protection coverage) for BackOffice CALs as of April 1, 2003. See the “Transitioning to User CALs” note below. Any such customer under and active Enterprise Enrollment as of April 1, 2003 may also migrate to User CALs from any BackOffice CALs acquired under the annual true-up process.

    Transitioning between User and Device CALs
    Customers with current Software Assurance for CALs can switch between User and Device upon renewal of their Software Assurance coverage. This transition does not change the CAL edition (i.e. Standard to Enterprise). Please refer to the Product Notes for the individual products

    Transitioning between User and OSE client MLs
    Customers with current Software Assurance for client MLs can switch between User and OSE upon renewal of their Software Assurance coverage. Please refer to the Product Notes for the individual products for details.

    At Renewal
    If both User and Device CALs are available, customers may renew Software Assurance for either type. The product use rights for the type of CAL for which Software Assurance is ordered determine how the CALs can be allocated and used. Enterprise enrollment customers choosing to order Software Assurance for User CALs may acquire CALs based on their user count. Please refer to the notes for the individual products for details.

    Surplus CALs
    Transitioning between User and Device CALs, as permitted above, could result in a surplus of CALs. Customers may reallocate surplus CALs as their numbers of users or devices grow. At renewal time, customers may choose to maintain Software Assurance on surplus CALs. Customers will not be able to later renew Software Assurance on any surplus CAL for which coverage has lapsed.

    Surplus MLs
    Transitioning between User and OSE client MLs, as permitted above, could result in a surplus of MLs. Customers may reallocate surplus MLs as their numbers of users or managed OSEs grow. At renewal time, customers may choose to maintain Software Assurance on surplus MLs. Customers will not be able to later renew Software Assurance on any surplus ML for which coverage has lapsed.

    Evidence of Licenses
    The right to migrate to and use User CALs is evidenced by this Product List, the customers' Software Assurance records and underlying CALs. The right to migrate to and use User MLs is evidenced by this Product List, the customers' Software Assurance records and underlying MLs.

  • EI Controls Restrictions

    Export of certain Microsoft products from the United States is regulated under "EI Controls" of the Export Administration Regulations (EAR, 15 CFR 730-744) of the U.S. Commerce Department, Bureau of Export Administration (BXA). For more information, please visit: www.microsoft.com/products/exporting/basics.htm

  • Media

    Open License Media Purchase
    Definition
    "Media" means web-based download of Microsoft Volume Licensing Products from Microsoft's Volume Licensing Service Center portal or from Microsoft Volume Licensing CD/DVD Disk Kits.

    Customers under Open License may acquire for licensed products up to 30 days after expiration of their Open License Authorization Number. Customers may order media for the specific version of products licensed. Customers with Software Assurance may order media for the version of the covered product that is most current as of their Authorization Number expiration date. Customers with Software Assurance may order media for the corresponding non-English versions of covered products up to 30 days after those non-English versions are first available if the English version is available on or before the Authorization Number expiration date. A customer's right to run a particular language version of any product is determined by the license and/or Software Assurance ordered and related cross language rights, if any.

  • Multilanguage Packs (MLPs) and Multilanguage User Interface (MUIs) Functionality

    MLPs and MUIs enable customers to run and switch between different language versions of licensed products. The right to use MLPs and MUIs varies by product, program and license type.
    • In the case of most server products (e.g., Windows Server), the MUI is included with the base product. Customers licensing those products may use the MUI subject to the use rights for those products.
    • In the case of Office System products (other than servers) and suites, as of October 1, 2008, the right to use the MLP is available to customers with active Software Assurance coverage on qualifying licenses (for details see Section 6). Under certain programs (e.g., Select), MLPs for Office System products and suites continue to be available separately outside Software Assurance.
    • In the case of Windows 7, the MUI is included with Windows 7 Enterprise, the edition of Windows 7 available through Software Assurance and Windows Intune (Per Device).
    The language versions with which customers are permitted to use MUIs and MLPs likewise varies by program, product and region.
    • As of October 1, 2008, customers acquiring the right to use MUIs and MLPs under an Enterprise Agreement, Enterprise Subscription Agreement, Open Value (Organization-wide/Company-wide) agreement, or Open Value Subscription may use that functionality with licensed products in all language versions notwithstanding any limitations in those agreements against the use of certain languages.
    • Customers acquiring the right to use MUIs and MLP under agreements other than an Enterprise Agreement or Open Value (Organization-wide/Company-wide) agreement (whether with the base product or through Software Assurance) remain subject to limitations (if any) in their agreement against the use of certain languages. For example, if a local language version of a product is licensed at a different price on the customer’s pricelist, that customer’s right to use other language versions in place of that version (with or without MUI or MLP functionality) may be limited. Customers should review their Licensing Agreement, or see their Microsoft Reseller or Account Manager for more information on their right to use other languages.
  • Online Services Pricing and Payment Terms

    Online Services are products comprised of software with services which are available on a subscription basis as described in the Product Use Rights.
    • Dynamics CRM Online
    • Exchange Online Archiving
    • Exchange Online Kiosk, Plan 1, and Plan 2
    • Lync Online Plan 1 and Plan 2
    • Microsoft Exchange Hosted Continuity
    • Microsoft Exchange Hosted Encryption
    • Office 365 Plan K1, K1, E1, E2, E3, and E4
    • Lync Server Public Instant Messaging Connectivity with America Online (AOL) Instant Messaging Service and Windows Live Messenger Service
    • Lync Server Public Instant Messaging Connectivity with Yahoo Instant Messaging service
    • Office Groove Enterprise Services
    • Office Professional Plus Subscription
    • Office Live Meeting Standard and Professional Editions
    • SharePoint Online Plan 1 and Plan 2
    • System Center Advisor
    • Tellme Basic, Standard, and Premium Editions
    • Windows Azure Platform Offerings
    • Windows Intune (Per Device)
    There are other offerings in addition to these that are identified in the Online Services section of the Product Use Rights. The remaining sections of these “Online Services Pricing and Payment Terms” apply to both the Online Services identified above by name and those other offerings.

    Online Service Subscription Term
    The initial purchase of a new online services subscription will determine the subscription term. Some services allow a customer to choose either a one-year subscription term or a subscription that ends on the date of the customers’ agreement or enrollment end date (“coterminous”) as indicated in the table below. Select Plus does not offer the coterminous option, but does allow the customer to align their term to the second anniversary from the term start date. A one-year subscription term may not align or expire on the customer’s agreement end date. If the one-year subscription term terminates after the agreement, the customer must have an active volume licensing agreement to order additional licenses or renew the service. If the customer makes additional purchases of a service, the subscription term of the additional purchase must align with the customer’s existing subscription term for the same service. If pricing for additional orders of product or services is not addressed in the customer’s existing agreement, the price we charge the billing party-of-record for additional quantities of services will be the same price as the initial purchase.

    Online Services Available for Either 1 Year or Coterminous Subscription Term Online Services Available for Coterminous Subscription Term Only
    • Bing Maps Professional
    • Forefront Online Protection for Exchange
    • Forefront Protection 2010 for Exchange Server
    • Forefront Protection 2010 for SharePoint
    • Forefront Protection Suite
    • Forefront Security for Office Communications Server
    • Forefront Threat Management Gateway Web Protection Service
    • Lync Server Public Instant Messaging Connectivity with America Online (AOL) Instant Messaging Service and Windows Live Messenger Service
    • Lync Server Public Instant Messaging Connectivity with Yahoo Instant Messaging service
    • Microsoft Exchange Hosted Encryption
    • Microsoft Learning Solutions
    • Office Groove Enterprise Services
    • System Center 2012 Endpoint Protection
    • Web Antimalware Subscription for Forefront Threat Management Gateway Medium Business Edition
    • Windows Azure Platform Offerings
    • Dynamics CRM Online
    • Dynamics Mobile
    • Dynamics Onprem Mobile
    • Exchange Online Archiving
    • Exchange Online Kiosk, Plan 1, and Plan 2
    • Lync Online Plan 1 and Plan 2
    • Office 365 Plan A2, A3, A4, K1, K2,K1, E1, E2, E3, and E4
    • Office Professional Plus Subscription
    • Office Web Applications
    • SharePoint Online Plan 1 and Plan 2
    • Tellme Basic, Standard, and Premium Editions
    • Windows Intune (Per Device)
    Online Service Purchases and Auto-Renewal Customers must have an active Volume Licensing agreement to order or renew online services subscriptions in Volume Licensing. An online services subscription is automatically renewed the day after its subscription term expires, unless the customer chooses not to renew by (1) opting out of auto-renewal 30 days before the subscription expires, or (2) submitting a new order prior to the subscription expiration date. Upon the auto-renewal, Microsoft will invoice the billing party-of-record for the number of expiring licenses with the same subscription term option if the customer’s initial agreement remains active. Online services subscriptions for government and academic customers will not be automatically renewed unless the customer chooses the auto-renewal option. Prices are reset at renewal. Managing Renewal and Auto-Renewal Status Customers will receive renewal notices prior to the end of their online services subscription terms. Customers can cancel their renewal or change an auto-renewal order by acting at least 30 days before the end of the subscription term. Customers can also change their renewal order by placing an order with their reseller 30 days prior to the subscription expiration. Customers may cancel a subscription renewal by providing 30 day advance written notice to Microsoft on a form that is available from their Microsoft reseller or at http://microsoft.com/licensing/contracts. All renewals of services start a new subscription term that begins on the first day of the next calendar month after the prior subscription term expires.

    Customers may increase the online services subscription commitment, but may not reduce the online services subscription commitment during the term of their online services subscription, unless their agreements allow for such reduction. To ensure additional users are provisioned, the customer must place an order for every increase in subscription service.

    Online Services Cancellation
    Subscriptions for an online service may be cancelled within thirty (30) days after the earlier of the initial order or the initial license reservation of a service without penalty. Refer to product-specific sections of this product list for additional cancellation terms that may exist.

    Online Services Payment Term Options
    Customers must pay for one-year online services subscriptions in full at the beginning of the subscription term. Customers choosing the coterminous subscription terms, or “align to 2nd Anniversary” in Select Plus, have the two following payment options: (1) Full payment at the time of the order covering the entire term of the subscription, or (2) Spread payments, first payment at the time of the order that covers the remainder of the current agreement year, with the remaining payment(s) due on each agreement anniversary (for Select Plus, affiliate anniversary is used in place of agreement anniversary). An additional, third option is available to Select Plus customers: order anniversary first payment at the time of the order that covers 12 months, with the remaining payment(s) due on each order anniversary (the last payment will cover the remainder between order anniversary and subscription coverage end date).

    Additionally, Open Value customers may also choose a monthly payment option. For the monthly payment option, a participating billing party-of-record is automatically invoiced each month during the term of the subscription for the quantity of subscriptions the customer has ordered.

    Pricing and payment terms for subscriptions acquired through resellers are determined by agreement between the customer and its reseller. Unless customer has entered into the Enterprise Enrollment Amendment – Adding Enterprise Online Services, despite anything to the contrary in their agreement, a customer must order an online services subscription before the subscription is first used. Customers with an Enterprise Agreement may not submit a true up order for additional subscription licenses. Minimum Purchase Requirements for Online Services in Volume Licensing
    A customer qualifies for the Open Value program with a minimum purchase of 5 licenses. This rule also applies when counting quantities of Online Services User Subscription Licenses (USLs). A USL can be counted toward the minimum quantity of 5 licenses. An order of 5 USLs meets the minimum requirement of the Open Value program. However, 5 USLs alone does not meet the minimum for Open Value Companywide and Open Value Subscription. For OV Companywide and OV Subscription the initial order must include a minimum of 5 Desktop Platform or Desktop Component Licenses in addition to any USLs.

    Online Services Regional Availability
    Visit http://www.microsoft.com/online/faq.aspx#international for a list of countries and regions in which the Online Services are available.

    Additional Online Service Terms
    This product list may contain additional information about specific products. Please refer to the product sections of this document for any additional information.

    The Product Use Rights at http://www.microsoftvolumelicensing.com/userights/PUR.aspx sets forth other general and product specific terms and conditions governing use of online services. Online services product use rights are subject to change as described in the Online Services section of that document.

    The above Online Services Pricing and Payment Terms do not apply to Online Services obtained pursuant to the Microsoft Online Subscription Agreement. All terms applicable Online Services obtained pursuant to the Microsoft Online Subscription Agreement are contained in that agreement and on the Microsoft Online Services Customer Portal.
  • Updated Enterprise Agreement and Subscription Agreement Program Terms

    Enterprise Online Services that satisfy Enterprise Product requirements
    Note: The following applies to Enterprise and Enterprise Subscription Enrollment customers who are eligible to purchase Enterprise Online Services. Customers uncertain about their eligibility to purchase Enterprise Online Services should contact their Software Advisor, Reseller or Microsoft Account Manager for more information.

    A combination of Enterprise Products and Enterprise Online Services may be used to meet the Enterprise-wide requirements in an Enterprise or Enterprise Subscription Enrollment.

    The below table identifies Enterprise Online Services and required CALs (if applicable) that satisfy the Enterprise-wide requirement for Enterprise Products.

    Enterprise Product Enterprise Online Services
    Office Professional Plus**
    • Office 365 (Plan E2)
    • Office 365 (Plan E3)
    • Office 365 (Plan E4)
    • Office 365 (Plan G2)
    • Office 365 (Plan G3)
    • Office 365 (Plan G4)
    Core CAL Suite
    • Office 365 (Plan E1)*
    • Office 365 (Plan E2)*
    • Office 365 (Plan E3)*
    • Office 365 (Plan E4)*
    • Office 365 (Plan G1)*
    • Office 365 (Plan G2)*
    • Office 365 (Plan G3)*
    • Office 365 (Plan G4)*
    • Windows Intune (Per Device)*
    • Windows Intune (Per Device) Add-on*
    Enterprise CAL Suite
    • Office 365 (Plan E3)*
    • Office 365 (Plan E4)*
    • Office 365 (Plan G3)*
    • Office 365 (Plan G4)*
    • Windows Intune (Per Device)*
    • Windows Intune (Per Device) Add-on*
    Windows Desktop Operating System Upgrade
    • Windows Intune (Per Device)
    * Requires appropriate CAL Suite Bridge. For more information about CAL Suite Bridge, see the product notes section of this document.

    **Office Professional Plus in Office 365 and Windows VDA are Enterprise Products and may also satisfy Enterprise-wide requirement.

    ***Enterprise Online Services only include full USL’s. USL’s for Software Assurance, which require Core CAL or Enterprise CAL in order to purchase, are not Enterprise Online Services.

    Permitted Transitions
    The following applies to Enterprise and Enterprise Subscription Enrollment customers who have Transition rights. Customers uncertain about Transition rights under their enrollment should contact their Software Advisor, Reseller or Microsoft Account Manager for more information.

    The below table identifies products eligible for Transition and permitted Transitions. It includes products being transitioned when purchased as part of a desktop platform.
    Enterprise Products Being Transitioned Valid Transition options
    Core CAL Suite
    • Office 365 (Plan E1)*
    • Office 365 (Plan E2)*
    • Office 365 (Plan E3)*
    • Office 365 (Plan E4)*
    • Office 365 (Plan G1)*
    • Office 365 (Plan G2)*
    • Office 365 (Plan G3)*
    • Office 365 (Plan G4)*
    • Windows Intune (Per Device)*
    • Windows Intune (Per Device) Add-on*
    Enterprise CAL Suite
    • Office 365 (Plan E3)*
    • Office 365 (Plan E4)*
    • Office 365 (Plan G3)*
    • Office 365 (Plan G4)*
    • Windows Intune (Per Device)*
    • Windows Intune (Per Device) Add-on*
    Office Professional Plus
    • Office 365 (Plan E2)
    • Office 365 (Plan E3)
    • Office 365 (Plan E4)
    • Office 365 (Plan G2)
    • Office 365 (Plan G3)
    • Office 365 (Plan G4)
    • Office Professional Plus for Office 365
    Office Professional Plus and Core CAL Suite
  • Office 365 (Plan E2)*
  • Office 365 (Plan E3)*
  • Office 365 (Plan E4)*
  • Office 365 (Plan G2)*
  • Office 365 (Plan G3)*
  • Office 365 (Plan G4)*
  • Office Professional Plus and Enterprise CAL Suite
    • Office 365 (Plan E3)*
    • Office 365 (Plan E4)*
    • Office 365 (Plan G3)*
    • Office 365 (Plan G4)*
    Windows Operating System Upgrade Windows Intune (Per Device)
    Windows Operating System Upgrade and (Core CAL Suite or ECAL Suite) Windows Intune (Per Device)*
    * Requires appropriate CAL Suite Bridge. For more information about CAL Suite Bridge, see the product notes section of this document.

    Other Transitions may be added at Microsoft’s discretion. Additional fees and license requirements may apply.

    Online Services true-up or annual orders
    Note: The following applies to Enterprise and Enterprise Subscription Enrollment customers who are eligible to place true-up or annual orders for online services. Customers uncertain about their eligibility to place true-up orders or annual orders for online services should contact their Software Advisor, Reseller or Microsoft Account Manager for more information.

    The following Online Services are eligible for the Online Service true-up or annual order:

    Online Services
    • Exchange Online Kiosk*
    • Exchange Online Plan 1*
    • Exchange Online Plan 2*
    • Lync Online Plan 1*
    • Lync Online Plan 2*
    • Office 365 (Plan K1)*
    • Office 365 (Plan K2)*
    • Office 365 (Plan E1)
    • Office 365 (Plan E2)
    • Office 365 (Plan E3)
    • Office 365 (Plan E4)
    • Office 365 (Plan G1)
    • Office 365 (Plan G2)
    • Office 365 (Plan G3)
    • Office 365 (Plan G4)
    • Office Web Applications*
    • SharePoint Online Plan 1*
    • SharePoint Online Plan 2*
    • SharePoint Online Partner Access*
    • Windows Intune (Per Device)
    • Windows Intune (Per Device) Add-on
    * Additional Product

    Subscription License reductions
    Note: The following applies to Enterprise customers who are eligible to report reductions in subscription Licenses. Customers uncertain about their eligibility to report reductions in subscription Licenses should contact their Software Advisor, Reseller or Microsoft Account Manager for more information.

    The following subscription Licenses are eligible for adjustments to License quantities:
    Online Services
    • Exchange Online Kiosk*
    • Exchange Online Plan 1*
    • Exchange Online Plan 2*
    • Lync Online Plan 1*
    • Lync Online Plan 2*
    • Office 365 (Plan K1)*
    • Office 365 (Plan K2)*
    • Office 365 (Plan E1)
    • Office 365 (Plan E2)
    • Office 365 (Plan E3)
    • Office 365 (Plan E4)
    • Office 365 (Plan G1)
    • Office 365 (Plan G2)
    • Office 365 (Plan G3)
    • Office 365 (Plan G4)
    • Office Web Applications*
    • SharePoint Online Plan 1*
    • SharePoint Online Plan 2*
    • SharePoint Online Partner Access*
    • Windows Intune (Per Device)
    • Windows Intune (Per Device) Add-on
    * Additional Product

    Continuity of Service via Extended Term
    Note: The following applies to Enterprise and Enterprise Subscription Enrollment customers who are eligible for continuity of service via Extended Term. Customers uncertain about their eligibility for continuity of service via Extended Term should contact their Software Advisor, Reseller or Microsoft Account Manager for more information.

    The following online services are eligible for Extended Term of Online Services, subject to the terms of customers’ Volume License Agreements. A customer’s online services subscription term must end on the date of the customer’s agreement end date (“coterminous”) in order to qualify for Continuity of Service via Extended Term:
    Online Services
    • Exchange Online Kiosk*
    • Exchange Online Plan 1*
    • Exchange Online Plan 2*
    • Lync Online Plan 1*
    • Lync Online Plan 2*
    • Office 365 (Plan K1)*
    • Office 365 (Plan K2)*
    • Office 365 (Plan E1)
    • Office 365 (Plan E2)
    • Office 365 (Plan E3)
    • Office 365 (Plan E4)
    • Office 365 (Plan G1)
    • Office 365 (Plan G2)
    • Office 365 (Plan G3)
    • Office 365 (Plan G4)
    • Office Web Applications*
    • SharePoint Online Plan 1*
    • SharePoint Online Plan 2*
    • SharePoint Online Partner Access*
    • Windows Intune (Per Device)
    • Windows Intune (Per Device) Add-on
    * Additional Product
  • Platforms

    Education Desktop Platform and School Desktop Platform Products
    The Education Desktop Platform Products are available to Enrollment for Education Solutions (EES) and Open Value Subscription – Education Solutions (OVS-ES) customers. The School Desktop Platform Products are available to School Agreement customers. The Education Desktop Platform and the School Desktop Platform include the most current version of Office Professional Plus or Office for Mac, Windows 8 Pro Operating System Upgrade* and the Core CAL Suite client access license.

    • The School Desktop Platform Product on the price list is counted as 3 units.


    Education Desktop Platform and School Desktop with Enterprise CAL Suite Platform Products
    The Education Desktop Platform Products are available to Enrollment for Education Solutions (EES) and Open Value Subscription – Education Solutions (OVS-ES) customers. The School Desktop Platform Products are available to School Agreement customers. The Education Desktop with Enterprise CAL Suite Platform and the School Desktop with Enterprise CAL Suite Platform include the most current version of Office Professional Plus or Office for Mac, Windows 7 Professional Operating System Upgrade* and the Enterprise CAL Suite client access license.

    Customized Desktop Platform Products
    Customized Desktop platform Products are available to Open Value and Open Value Subscription customers when they select the Organization-wide/Company-wide option. The Customized Desktop Platform includes current versions of Office Professional Plus, Windows 8 Pro Operating System Upgrade*, the Enterprise CAL Suite, Core CAL Suite, the Essential Business Server CAL Suite, or the Small Business Server CAL Suite, client access license. The Customized Desktop platform products are identified with an “E” in the Open Value columns.

    Enterprise Desktop Platform Products
    The Enterprise Desktop platform products are available to Enterprise Agreement customers The Enterprise Desktop Platform includes the most current version of Office Professional Plus, Windows 8 Pro Operating System Upgrade* or Windows Virtual Desktop Access(VDA), and the Enterprise CAL Suite client access license. The Enterprise Desktop platform products are identified with an “E” in the Enterprise Agreement column. For the Enterprise and Enterprise Subscription Agreement customers, the Enterprise Desktop platform can also be acquired with MDOP.

    Professional Desktop Platform Products
    The Professional desktop platform products are available to Enterprise Agreement customers and Open Value customers on older agreements when they select the Organization-wide/Company-wide option. The Professional Desktop Platform includes the most current version of Office Professional Plus, Windows 8 Pro Operating System Upgrade* or Windows Virtual Desktop Access(VDA) (for EA agreements only), and the Core CAL Suite client access license. The Professional Desktop platform products are identified with an “E” in the Enterprise Agreement and Open Value columns. For the Enterprise and Enterprise Subscription Agreement customers, the Professional Desktop platform can also be acquired with MDOP.

    Small Business Desktop Platform Products
    The small business desktop products are available to Open Value customers on older agreements when they select the Organization-wide/Company-wide option. The Small Business Desktop Platform includes the most current version of Office Professional Plus, Windows Desktop Operating System Upgrade, and the Small Business Server Client Access License. The small business desktop platform products are identified with an “E” in the Open Value column(s).

  • Platform Independent Licenses

    Microsoft Office Standard, Office Professional Plus, Word, Excel, PowerPoint, Outlook, Lync, Office for Mac, Word for Mac, Excel for Mac, PowerPoint for Mac, Lync for Mac and Outlook for Mac are “platform independent” licenses. A platform independent license allows for a product to be used on any computer platform (e.g., PC, Macintosh) that the software runs on, provided that the version used is the same or earlier than the original version that was licensed. For instance, a customer licensed for Office for Mac Standard 2011 Standard may choose to use that license to run Office Standard 2010 for Windows.

    Components of a product suite may vary by platform version. You may use the components of the suite that you choose to deploy and only those components. For example, if a customer licensed with Office for Mac Standard 2011 chooses to run Office Standard 2010, the customer may only run the components that are included with Office Standard 2010. For example, they do not have the right to run Lync, but they do have the right to run OneNote.

    Further, active Software Assurance coverage for a platform independent license permits a customer to use in place of the licensed product the most current version of either platform version of the product that becomes available during the term of the upgrade protection coverage (subject to the limitation on components addressed above). For example, a customer who has active Software Assurance for an Office for Mac license is eligible to use in place of Office for Mac the most current version of the corresponding edition of Office for Windows that is released during the term of their coverage.

    Microsoft SQL Server is a "platform independent" license. A platform independent license allows for a specific product to be used on any computer platform that the software runs on, provided that the version is the same or lower as the original version that was licensed.

    Further, a customer who enrolls a platform independent license in Software Assurance is eligible to use the most current version of that particular product which is available during the term of the upgrade protection coverage, regardless of platform (as long as only one version is installed/used at a time).

  • Qualified Desktop for Enterprise Agreement (EA) and Enterprise Subscription Agreement (ESA)
    Despite anything in your Volume Licensing Agreement to the contrary, Qualified Desktops do not include any qualifying third party device from which your users solely access and use the software under Roaming Use Rights for the following:
    • Windows Software Assurance,
    • Windows Virtual Desktop Access,
    • Virtual Desktop Infrastructure Suites,
    • MDOP for Software Assurance, and
    • Software Assurance for all editions of Office, Project and Visio to include Roaming Use Rights.
    A “qualifying third party device” is a device that is not controlled, directly or indirectly, by you or your affiliates (e.g., a third party’s public kiosk). For more information, please see the Product Use Rights.
  • Qualified User Exemptions for Enterprise Agreement (EA) and Enterprise Subscription Agreement (ESA)
    A person who accesses server software or online services solely under the licenses identified in the following list is exempt from being counted as a Qualified User:
    • Office 365 Plan K1 or K2 User Subscription License (USL)
    • SharePoint Online Kiosk USL
    • Exchange Online Kiosk USL
    • Licenses for server software products or online services that do not require individual licenses for users or devices accessing those products or online services (such as Client Access Licenses, Client Management Licenses, USLs and DSLs)
    • Any External Connector License
    These Qualified User exemptions apply to all EA and ESA customers, whether or not Qualified User exemptions are specifically contemplated in the terms and conditions of customers' agreements.
  • Points and Order Minimums

    Select License, Select Plus, and Open License have a "Point" count that indicates the point value assigned by Microsoft for each license. These point counts are used to calculate the volume pricing level applicable to a customer's agreement. When a given product has been assigned a "zero" point count, this means the product is offered in the program specified, but it has a point value of zero. For purposes of Select 4.0 agreements, "Point" is equivalent to "Unit".

    Select License requires a minimum order of 1,500 points per pool over the agreement term. Order minimum quantity requirements may be waived if a qualifying agreement is supplied.

    Select Plus requires a minimum order quantity of 500 points per pool during the first year. This order quantity requirement may be waived if a qualifying agreement is supplied.

    Open License requires a minimum order of 5 licenses, 5 SA, or any combination to establish an Authorization Number. For example, 2 License & Software Assurance and 1 Standard License would satisfy the 5 license minimum purchase required for entry into either program. Following is the assignment of unit counts to licenses:
    • Standard License: 1 license
    • Upgrade: 1 license
    • Software Assurance: 1 license
    • License & Software Assurance: 2 licenses
    • Upgrade & Software Assurance: 2 licenses
    • Work at Home License: 1 license
    • Step Up License: 1 license
    • License: 1 license
    • Subscription License: 1 license


    Open Value requires a minimum order of 5 U&SA, 5 L&SA, 5 SA, 5 Subscription Licenses, or any combination to enter into an agreement.

    Note: A single license for certain products in Open and Open Value satisfies the required 5-license minimum. See individual product notes to determine which products qualify for this exception.

    The School Agreement requires a minimum order of 300 units. The units are determined by multiplying the total number of application, system and CAL products selected by the total number of eligible PCs, or eligible FTE/Staff. Please note the minimum order requirement may vary by geographic region.

    Note: The School Agreement customers are not eligible to choose application, system, Subscription License (user/device), and CAL products for only a portion of the PCs included in the subscription unless explicitly stated in the Product Condition Notes in the Product List. For instance, if the subscription is for 100 total PCs, the application, system, Subscription License (user/device), and CAL products selected will be for all 100 PCs, even if only a portion of those PCs will run a particular product.

    Note: EES and OVS-ES customers are not eligible to choose Desktop Platform Products and individual CAL products included in the Core CAL Suite or the Enterprise CAL Suite for only a portion of their Organization-wide Count and/or Student Count. For instance, if the subscription is for an Organization-wide Count of 1,200 Full Time Equivalent employees, the Desktop Platform Products and CAL Suite component products selected will be for the 1,000 Organization-wide Count, even if a portion of those PCs will run a participar Desktop Platform or component CAL product.

  • Volume License Product Keys

    Product keys enable organizations to use the software and products they have licensed. All product keys are issued to a customer under a specific license agreement. To obtain your product keys, go to the Microsoft Volume License Services and/or eOpen web sites. You may also call the Activation Call Center. Please note that specific product keys cannot be obtained on the web portals and a list is available at the following web site.

    To review a list of Volume Licensing products that require product keys, as well as additional information refer to: http://www.microsoft.com/licensing/resources/vol/volumelicensekey/default.mspx.

    Not all Volume Licensing products require a product key. Products that are not listed at this site have a key built into the product, also referred to as a pre-populating the Product ID (PID).

    Note: Product keys are assigned to and intended for the sole use of your organization. You will be held responsible for unauthorized use of product keys issued under your agreement. Take measures to keep your keys secure. Do not disclose your product keys to any unauthorized parties.

    The product keys listed on Product Licensing Web can currently only be used with Volume Licensing products and cannot be used with retail software or software that is preinstalled on a new PC [Original Equipment Manufacturer (OEM) products].

  • Definition of Management for Qualifying Devices
    A Volume Licensing customer “manages” any device on which it directly or indirectly controls one or more operating system environments. For example, a Volume Licensing customer manages any device
    • it allows to join its domain, OR
    • it authenticates as a requirement to use applications while on its premises, OR
    • it installs agents on (e.g., anti-virus, antimalware or other agents mandated by the customer’s policy), OR
    • to which it directly or indirectly applies and enforces* group policies, OR
    • on which it solicits or receives data about, and, configures, or gives instructions to hardware or software that is directly or indirectly associated with an operating system environment, OR
    • it allows to access a virtual desktop infrastructure (VDI) outside of Windows Software Assurance, Windows Intune (Per Device) or Windows Virtual Desktop Access Roaming Rights.
    A device that accesses a VDI under Roaming Rights only or utilizes Windows To Go on a Qualifying Third Party Device off the customer’s premises only, and is not managed for other purposes as described here, is not considered “managed” for purposes of this definition.

    *A Volume Licensing customer who checks for up to date OS software or virus/security updates, and only notifies the user if they are not up to date, is not “enforcing group policy” for the purposes of this example.

  • Up to Date (UTD) Discount Qualified Products
    Open Value Subscription customers are eligible for the UTD Discount during the first year of their subscription agreement. Qualifying customers may acquire any UTD License identified below if they are licensed for one of the corresponding qualifying prior or current versions through OEM, FPP, Volume Licensing. In general this discount is given for only the current version of the product or the immediate prior version. The UTD Discount is platform independent, therefore Mac also qualify for the discount.

    UTD License Qualifying Version
    Core CAL (Device or User) Any Core CAL
    Enterprise CAL (Device or User) Any Enterprise CAL
    Office Professional Plus 2013 Office Professional Plus 2013
    Office Professional Plus 2010
    Office 2013 Professional
    Office 2010 Professional
    Small Business Server Standard 2011 CAL (Device or User) Windows Small Business Server 2011 CAL
    Windows Small Business Server Standard 2008 CAL
    Small Business Server Premium 2011 CAL (Device or User) Windows Small Business Server Premium 2011 CAL
    Windows Small Business Server Premium 2008 CAL
    Essential Business Server Standard 2008 CAL (Device or User) Windows Essential Business Server Standard 2008 CAL
    Essential Business Server Premium 2008 CAL (Device or User) Windows Essential Business Server Premium 2008 CAL
    Windows 8 Pro Upgrade Windows 8 Pro
    Windows 7 Professional


  • Updated Enterprise Agreement and Subscription Agreement Program Terms
    Enterprise Online Services that satisfy Enterprise Product requirements
    Note: The following applies to Enterprise and Enterprise Subscription Enrollment customers who are eligible to purchase Enterprise Online Services. Customers uncertain about their eligibility to purchase Enterprise Online Services should contact their Software Advisor, Reseller or Microsoft Account Manager for more information.

    A combination of Enterprise Products and Enterprise Online Services may be used to meet the Enterprise-wide requirements in an Enterprise or Enterprise Subscription Enrollment.

    The below table identifies Enterprise Online Services and required CALs (if applicable) that satisfy the Enterprise-wide requirement for Enterprise Products.

    Enterprise Product Enterprise Online Services***
    Office Professional Plus** Office 365 (Plan E2)
    Office 365 (Plan E3)
    Office 365 (Plan E4)
    Office 365 (Plan G2)
    Office 365 (Plan G3)
    Office 365 (Plan G4)
    Core CAL Suite Office 365 (Plan E1)*
    Office 365 (Plan E2)*
    Office 365 (Plan E3)*
    Office 365 (Plan E4)*
    Office 365 (Plan G1)*
    Office 365 (Plan G2)*
    Office 365 (Plan G3)*
    Office 365 (Plan G4)*
    Windows Intune*
    Enterprise CAL Suite Office 365 (Plan E3)*
    Office 365 (Plan E4)*
    Office 365 (Plan G3)*
    Office 365 (Plan G4)*
    Windows Intune*
    * Requires appropriate CAL Suite Bridge. For more information about CAL Suite Bridge, see the product notes section of this document.
    ** Office Professional Plus in Office 365 and Windows VDA are Enterprise Products and may also satisfy Enterprise-wide requirement.
    *** Enterprise Online Services only include full USL’s. USL’s for Software Assurance, which require Core CAL or Enterprise CAL in order to purchase, are not Enterprise Online Services.

    Permitted Transitions
    The following applies to Enterprise and Enterprise Subscription Enrollment customers who have Transition rights. Customers uncertain about Transition rights under their enrollment should contact their Software Advisor, Reseller or Microsoft Account Manager for more information.

    The below table identifies products eligible for Transition and permitted Transitions. It includes products being transitioned when purchased as part of a desktop platform.

    Enterprise Products Being Transitioned Valid Transition options
    Core CAL Suite Office 365 (Plan E1)*
    Office 365 (Plan E2)*
    Office 365 (Plan E3)*
    Office 365 (Plan E4)*
    Office 365 (Plan G1)*
    Office 365 (Plan G2)*
    Office 365 (Plan G3)*
    Office 365 (Plan G4)*
    Windows Intune*
    Enterprise CAL Suite Office 365 (Plan E3)*
    Office 365 (Plan E4)*
    Office 365 (Plan G3)*
    Office 365 (Plan G4)*
    Windows Intune (Per Device)*
    Windows Intune (Per Device) Add-on*
    Office Professional Plus Office 365 (Plan E2)
    Office 365 (Plan E3)
    Office 365 (Plan E4)
    Office 365 (Plan G2)
    Office 365 (Plan G3)
    Office 365 (Plan G4)
    Office Professional Plus for Office 365
    Office Professional Plus and Core CAL Suite Office 365 (Plan E2)*
    Office 365 (Plan E3)*
    Office 365 (Plan E4)*
    Office 365 (Plan G2)*
    Office 365 (Plan G3)*
    Office 365 (Plan G4)*
    Office Professional Plus and Enterprise CAL Suite Office 365 (Plan E3)*
    Office 365 (Plan E4)*
    Office 365 (Plan G3)*
    Office 365 (Plan G4)*
    * Requires appropriate CAL Suite Bridge. For more information about CAL Suite Bridge, see the product notes section of this document.

    Other Transitions may be added at Microsoft’s discretion. Additional fees and license requirements may apply.

    Online Services true-up or annual orders
    Note: The following applies to Enterprise and Enterprise Subscription Enrollment customers who are eligible to place true-up or annual orders for online services. Customers uncertain about their eligibility to place true-up orders or annual orders for online services should contact their Software Advisor, Reseller or Microsoft Account Manager for more information.

    The following Online Services are eligible for the Online Service true-up or annual order:
    Online Services
    Exchange Online Kiosk*
    Exchange Online Plan 1*
    Exchange Online Plan 2*
    Lync Online Plan 1*
    Lync Online Plan 2*
    Lync Online Plan 3*
    Office 365 (Plan K1)*
    Office 365 (Plan K2)*
    Office 365 (Plan E1)
    Office 365 (Plan E2)
    Office 365 (Plan E3)
    Office 365 (Plan E4)
    Office 365 (Plan G1)
    Office 365 (Plan G2)
    Office 365 (Plan G3)
    Office 365 (Plan G4)
    Office Web Applications*
    SharePoint Online Plan 1*
    SharePoint Online Plan 2*
    SharePoint Online Partner Access*
    Windows Intune
    Windows Intune (Per Device) Add-on*, **
    * Additional Product
    ** “Windows Intune Add-on” is an abbreviation for Windows Intune Add-on for System Center Configuration Manager & System Center Endpoint Protection (Per User)
    Subscription License reductions
    Note: The following applies to Enterprise customers who are eligible to report reductions in subscription Licenses. Customers uncertain about their eligibility to report reductions in subscription Licenses should contact their Software Advisor, Reseller or Microsoft Account Manager for more information.

    The following subscription Licenses are eligible for adjustments to License quantities:
    Online Services
    Exchange Online Kiosk*
    Exchange Online Plan 1*
    Exchange Online Plan 2*
    Lync Online Plan 1*
    Lync Online Plan 2*
    Lync Online Plan 3*
    Office 365 (Plan K1)*
    Office 365 (Plan K2)*
    Office 365 (Plan E1)
    Office 365 (Plan E2)
    Office 365 (Plan E3)
    Office 365 (Plan E4)
    Office 365 (Plan G1)
    Office 365 (Plan G2)
    Office 365 (Plan G3)
    Office 365 (Plan G4)
    Office Web Applications*
    SharePoint Online Plan 1*
    SharePoint Online Plan 2*
    SharePoint Online Partner Access*
    Windows Intune
    Windows Intune Add-on*
    * Additional Product

    Continuity of Service via Extended Term
    Note: The following applies to Enterprise and Enterprise Subscription Enrollment customers who are eligible for continuity of service via Extended Term. Customers uncertain about their eligibility for continuity of service via Extended Term should contact their Software Advisor, Reseller or Microsoft Account Manager for more information.

    The following online services are eligible for Extended Term of Online Services, subject to the terms of customers’ Volume License Agreements. A customer’s online services subscription term must end on the date of the customer’s agreement end date (“coterminous”) in order to qualify for Continuity of Service via Extended Term:
    Online Services
    Exchange Online Kiosk*
    Exchange Online Plan 1*
    Exchange Online Plan 2*
    Lync Online Plan 1*
    Lync Online Plan 2*
    Lync Online Plan 3*
    Office 365 (Plan K1)*
    Office 365 (Plan K2)*
    Office 365 (Plan E1)
    Office 365 (Plan E2)
    Office 365 (Plan E3)
    Office 365 (Plan E4)
    Office 365 (Plan G1)
    Office 365 (Plan G2)
    Office 365 (Plan G3)
    Office 365 (Plan G4)
    Office Web Applications*
    SharePoint Online Plan 1*
    SharePoint Online Plan 2*
    SharePoint Online Partner Access*
    Windows Azure Services*
    Windows Intune
    Windows Intune Add-on*
    * Additional Product

SECTION 4 – LICENSE TYPES AND FEES

  • Fees

    This product type is available for some Online Services and software products. It isn't version specific. It may be associated with set up costs or other offerings such as activation packs. It generally does not convey rights to use a product or online service. Likewise, it does not provide any benefit or serve any purpose outside the service or software to which it corresponds. Available in the following programs: Open, Open Value, Open Value Subscription, Select and Select Plus.

  • License

    This product type is version specific and provides the right to run the version of the product for which it is ordered.

    Available in the following programs:
    Open License
    Open Value Subscription (for buy-out orders only)
    Select License
    Select Plus
    Enterprise Subscription Agreement 6.X or 200x (for buy-out orders only).
    There are no pre-requisites for a customer to acquire a License in the Open License , Select License, and Select Plus programs. Refer to the Enterprise Subscription Agreement 6.x or 200x for eligibility rules for ordering a perpetual license through buy-out orders.

  • License & Software Assurance

    This product type isn't version specific. It allows customers to acquire the License and Software Assurance at the same time.

    Available in the following programs:
    Open License
    Open Value
    Open Value subscription
    Select License
    Select Plus
    Enterprise Agreement 6.X or 200x
    Enterprise Subscription Agreement 6.X or 200x.
    There are no pre-requisites for acquiring the License. Software Assurance must be acquired at the time of acquiring the corresponding License, or upon renewal of an existing Software Assurance term. In all volume licensing programs, when the customer does not meet the Software Assurance eligibility criteria and wishes to acquire Software Assurance, the customer must acquire the License & Software Assurance offering.



  • Software Assurance
    Microsoft Software Assurance is an offering that provides benefits that may include new version rights, access to differentiated technologies, additional use rights for the Products for which it is acquired, spread payments, consulting services, training, support and access to exclusive offerings. For details on each of the benefits and policies, refer to the Software Assurance (SA) Benefits Section of this document. For details on use rights related to benefits, refer to the Product Use Rights for Volume Licensing. Software Assurance is available in the following programs:
    • Open License
    • Open Value
    • Select License
    • Select Plus
    • Enterprise Agreement 6.X or 200x Agreements.
    There are three different levels of commitment a customer can select for Software Assurance. The available levels vary by program. A customer’s Software Assurance commitment level is one of many factors that can determine a customer’s benefit entitlement. A customer can
    1. Commit to attaching Software Assurance on all of their platform products. This is most commonly available in the Enterprise Agreement and Open Value.
    2. Commit to attaching Software Assurance on all of their purchases under a particular product pool (Applications, Systems or Servers). This is referred to as Software Assurance Membership (SAM). This does not require a companywide commitment on Software Assurance. This is most commonly available in Select.
    3. Purchase Software Assurance on individual products without making any commitment to expanding Software Assurance to other products.

    Software Assurance must be acquired at the time of acquiring the License or upon renewal of an existing Software Assurance term. Refer to the renewal rules Section and specific program agreement for eligibility rules for acquiring Software Assurance.

    In the case of a transfer of perpetual Licenses, the transferee may acquire Software Assurance for such transferred Licenses within 30 days from the date of transfer and provided that the transferred Licenses had active Software Assurance coverage upon transfer.

    Customers may have the option to acquire Software Assurance for certain licenses purchased from the Retail channel (full packaged product) or from an Original Equipment Manufacturer (OEM). Eligibility varies by program, product pool and the license source (see below). In all cases, only licenses for the latest version of a product are eligible, and the Software Assurance must be acquired within 90 days from the date the licenses are acquired. Under Open Value, this option applies only to non Organization-wide/Company-wide products. Under Enterprise Agreements, it applies only to Additional Products within 90 days. Customers who acquire Software Assurance for OEM or retail licenses have the option of installing and using the Volume Licensing software for the current version at anytime. If they do this, their use of the software is subject to the Product Use Rights for that product and the terms and conditions of the customer’s Volume License Agreement.



      Full Packaged Products OEM Programs
    Application pool N/A SA available only as outlined below Applies to Open License, Select, Select Plus and non Organization-wide/Company-wide under Open Value and Additional Products under Enterprise Agreements. It does not apply to Enterprise Products under Open Value and Enterprise Agreements
    Systems pool SA available SA available
    Server pool SA available SA available


    Customers who acquire Microsoft Office Professional 2010 from an OEM may acquire Software Assurance for Microsoft Office Standard 2010 in the Open License programs, Select and Select Plus programs, and non Company-wide under Open Value within 90 days from the date of OEM purchase. Office Product Key Card’s (PKC) are considered Full Packaged Product (Retail) offering and are not eligible for the option to acquire Software Assurance.

    Non-renewal
    If a customer does not acquire Software Assurance at the time of acquiring the License, or upon the termination of an existing Software Assurance term, they must acquire a new License or License & Software Assurance in order to upgrade their License at a later date (for Windows Desktop Operating System, the options are Upgrade & Software Assurance). Customers should refer to their program agreements and the renewal section for details.

  • Step Up Licenses

    Customers may migrate from the standard edition to a premium edition of certain products may do this with a Step-Up License. Customers must have a license with active upgrade protection coverage (e.g., Software Assurance, Upgrade Advantage, or Enterprise Agreement) for the qualifying product in order to acquire a Step-Up License. The Step-Up License must be acquired, and is valid only when acquired, under the same Volume Licensing Program agreement and enrollment (if any), under which upgrade protection coverage for the qualifying product was originally acquired. The customer's right to the use of software under a Step-Up license is conditioned on their having and retaining a License for the qualifying product. Customers cannot transfer the License for the qualifying product separately from the Step-Up license. For more details and license availability, please see the Enterprise Edition Step-up License Volume Licensing Brief: www.microsoft.com/licensing.

  • Subscription Licenses

    This product type is available for Online Services and some software products, isn't version specific, and allows customers to use the software, and, in the case of an Online Service, the service during the term of the Select or Enterprise enrollment or Open agreement under which it is acquired. Subscription licenses acquired under an Enterprise Agreement or Enterprise Subscription Agreement must be acquired at the time the service is first accessed, and are prorated based on the number of months remaining in the enrollment or agreement term.

    Available in the following programs:
    Open Value
    Open Value Subscription
    Select License
    Select Plus
    Enterprise Agreement 6.X or 200x
    Enterprise Subscription Agreement 6.X or 200x


  • Upgrade

    This product type is available for the Windows Desktop Operating System only, is version specific, and provides the right to run the version of the product for which it is ordered.

    Available in the following programs:
    Open License
    Open Value Subscription (for buy-out orders only)
    Select License
    Select Plus
    Enterprise Subscription Agreement 6.X or 200x (for buy-out orders only).

    The customer must have a qualifying underlying desktop operating system license before it may acquire the Windows Desktop Operating System Upgrade license. Please see the Systems Product section for a list of qualifying desktop operating systems. This list varies by program and the circumstance of an order.

  • Upgrade Advantage

    This product type is treated like Software Assurance.

  • Upgrade & Software Assurance

    This product type is available for the Windows Desktop Operating System only, isn't version specific, and allows customers to acquire the Upgrade and Software Assurance for the desktop operating system at the same time.

    Available in the following programs:
    Open License
    Open Value
    Open Value Subscription
    Select License
    Select Plus
    Enterprise Agreement 6.X or 200x
    Enterprise Subscription Agreement 6.X or 200x.

    The customer must have the qualifying underlying desktop operating system license before they may acquire the Upgrade. Software Assurance must be acquired at the time of acquiring the corresponding Upgrade except in the case of subscription programs when the upgrade must be purchased upon renewal of an existing Software Assurance term.

  • USL for Software Assurance

    This product type is similar to a Subscription License but can only be purchased when assigned to a qualifying CAL with active Software Assurance coverage. You must maintain active Software Assurance coverage on your qualifying CALs during the term of your USL for Software Assurance. For more information on qualifying CALs and use rights see the Microsoft Product Use Rights (PUR). Available in the following programs:
    • Enterprise Agreement 6.X
    • Enterprise Subscription Agreement 6.X
  • Work at Home Licenses

    Available in the following programs:
    Select License
    Select Plus
    Enterprise Agreement 6.X or 200x.

    A Work at Home license may only be acquired in connection with a product it is licensed to run on an At Work desktop. The Work at Home offering is not an employee purchase plan offering. The Select License, Select Plus, or Enterprise Agreement customer (not the employee) retains the rights to the Work at Home license.

SECTION 5 – ONLINE SERVICES PRICING AND PAYMENT TERMS

Online Services are products comprised of software with services which are available on a subscription basis as described in the Product Use Rights and delivered online. Some volume license agreements direct customers to the Product List for a list of available “Online Services.” For purposes of that reference, Online Services include:
  1. Dynamics CRM Online
  2. Exchange Online Archiving
  3. Exchange Online Kiosk, Plan 1, and Plan 2
  4. Lync Online Plan 1, 2 and 3
  5. Microsoft Exchange Hosted Continuity
  6. Microsoft Exchange Hosted Encryption
  7. Office 365 Plan K1, K1, E1, E2, E3, and E4
  8. Lync Server Public Instant Messaging Connectivity with America Online (AOL) Instant Messaging Service and Windows Live Messenger Service
  9. Lync Server Public Instant Messaging Connectivity with Yahoo Instant Messaging service
  10. Office Groove Enterprise Services
  11. Office Professional Plus Subscription
  12. Office Live Meeting Standard and Professional Editions
  13. SharePoint Online Plan 1 and Plan 2
  14. System Center Advisor
  15. Windows Azure Services
  16. Windows Intune & Windows Intune Add-on for System Center Configuration manager & System Center Endpoint Protection
There are other offerings in addition to these that are identified in the Online Services section of the Product Use Rights. The remaining sections of these “Online Services Pricing and Payment Terms” apply to both the Online Services identified above by name and those other offerings.

Online Service Subscription Term
The initial purchase of a new online services subscription will determine the subscription term. Some services allow a customer to choose either a one-year subscription term or a subscription that ends on the date of the customers’ agreement or enrollment end date (“coterminous”) as indicated in the table below. Select Plus does not offer the coterminous option, but does allow the customer a choice of subscription terms including 1 year, 3 years or to align to the second anniversary from the term start date. A one-year subscription term may not align or expire on the customer’s agreement end date. If the one-year subscription term terminates after the agreement, the customer must have an active volume licensing agreement to order additional licenses or renew the service. If the customer makes additional purchases of a service, the subscription term of the additional purchase must align with the customer’s existing subscription term for the same service. If pricing for additional orders of product or services is not addressed in the customer’s existing agreement, the price we charge the billing party-of-record for additional quantities of services will be the same price as the initial purchase. For Windows Azure Services specific information please refer to the Windows Azure Services section below.

Online Services Available for Either 1 Year or Coterminous Subscription Term Online Services Available for Coterminous Subscription Term Only
  • Bing Maps Professional
  • Forefront Online Protection for Exchange
  • Forefront Protection 2010 for Exchange Server
  • Forefront Protection 2010 for SharePoint
  • Forefront Protection Suite
  • Forefront Security for Office Communications Server
  • Forefront Threat Management Gateway Web Protection Service
  • Lync Server Public Instant Messaging Connectivity with America Online (AOL) Instant Messaging Service and Windows Live Messenger Service
  • Lync Server Public Instant Messaging Connectivity with Yahoo Instant Messaging service
  • Microsoft Exchange Hosted Encryption
  • Microsoft Learning Solutions
  • Office Groove Enterprise Services
  • System Center 2012 Endpoint Protection
  • Web Antimalware Subscription for Forefront Threat Management Gateway Medium Business Edition
  • Windows Azure Services
  • Dynamics CRM Online
  • Dynamics Mobile
  • Dynamics Onprem Mobile
  • Exchange Online Archiving
  • Exchange Online Kiosk, Plan 1, and Plan 2
  • Lync Online Plan 1, 2 and 3
  • Office 365 Plan A2, A3, A4, K1, K2,E1, E2, E3, and E4
  • Office Professional Plus Subscription
  • Office Web Applications
  • SharePoint Online Plan 1 and Plan 2
  • Windows Intune
  • Windows Intune Add-on


Online Service Purchases and Auto-Renewal
Customers must have an active Volume Licensing agreement to order or renew online services subscriptions in Volume Licensing. An online services subscription is automatically renewed the day after its subscription term expires, unless the customer chooses not to renew by opting out of auto-renewal at a minimum of 5 days before the subscription expires. Upon the auto-renewal, Microsoft will invoice the billing party-of-record for the number of expiring licenses with the same subscription term option if the customer’s initial agreement remains active. Online services subscriptions for government and academic customers will not be automatically renewed unless the customer chooses the auto-renewal option. Prices are reset at renewal. Auto-renewal option is not available for Windows Azure Services.

Managing Renewal and Auto-Renewal Status
Customers will receive renewal notices prior to the end of their online services subscription terms. Customers can cancel their renewal or change an auto-renewal order by acting at least 30 days before the end of the subscription term. Customers can also change their renewal order by placing an order with their reseller 30 days prior to the subscription expiration. Customers may cancel a subscription renewal by providing 30 day advance written notice to Microsoft on a form that is available from their Microsoft reseller or at http://microsoft.com/licensing/contracts. All renewals of services start a new subscription term that begins on the first day of the next calendar month after the prior subscription term expires.

Customers may increase the online services subscription commitment, but may not reduce the online services subscription commitment during the term of their online services subscription, unless their agreements allow for such reduction. To ensure additional users are provisioned, the customer must place an order for every increase in subscription service.

Online Services Cancellation
Subscriptions for an online service may be cancelled within thirty (30) days after the earlier of the initial order or the initial license reservation of a service without penalty. Refer to product-specific sections of this product list for additional cancellation terms that may exist.

Online Services Payment Term Options
Customers must pay for one-year online services subscriptions in full at the beginning of the subscription term. Customers choosing the coterminous subscription terms, or “align to 2nd Anniversary” in Select Plus, have the two following payment options: (1) Full payment at the time of the order covering the entire term of the subscription, or (2) Spread payments, first payment at the time of the order that covers the remainder of the current agreement year, with the remaining payment(s) due on each agreement anniversary (for Select Plus, affiliate anniversary is used in place of agreement anniversary). An additional, third option is available to Select Plus customers: order anniversary first payment at the time of the order that covers 12 months, with the remaining payment(s) due on each order anniversary (the last payment will cover the remainder between order anniversary and subscription coverage end date).

Additionally, Open Value customers may also choose a monthly payment option. For the monthly payment option, a participating billing party-of-record is automatically invoiced each month during the term of the subscription for the quantity of subscriptions the customer has ordered.

Pricing and payment terms for subscriptions acquired through resellers are determined by agreement between the customer and its reseller. Unless customer has entered into the Enterprise Enrollment Amendment – Adding Enterprise Online Services, despite anything to the contrary in their agreement, a customer must order an online services subscription before the subscription is first used. Customers with an Enterprise Agreement may not submit a true up order for additional subscription licenses.

For Windows Azure Services specific information please refer to the Windows Azure Services section below.

Minimum Purchase Requirements for Online Services in Volume Licensing
A customer qualifies for the Open Value program with a minimum purchase of 5 licenses. This rule also applies when counting quantities of Online Services User Subscription Licenses (USLs). A USL can be counted toward the minimum quantity of 5 licenses. An order of 5 USLs meets the minimum requirement of the Open Value program. However, 5 USLs alone does not meet the minimum for Open Value Companywide and Open Value Subscription. For OV Companywide and OV Subscription the initial order must include a minimum of 5 Desktop Platform or Desktop Component Licenses in addition to any USLs.

Windows Azure Services
Definitions
Commitment Rates mean prices for all Windows Azure Services usage up to the Allocated Annual Commitment.

Consumption Rates mean prices for all Windows Azure Services usage in excess of the Allocated Annual Commitment. Consumption Rates may also be referred to as “Overage Rates” or “Overage” in other Microsoft or Windows Azure documents.

Monetary Commitment means the total monetary amount a customer commits to pay over the term of the subscription for its use of the Windows Azure Services.

Allocated Annual Commitment means the portion of the Monetary Commitment allocated annually through the Enrollment, term. For one-year subscription option the Allocated Annual Commitment equals the Monetary Commitment.

Subscription Term
For Windows Azure Services customers can choose either a one-year subscription term or a subscription term that ends on the customer’s enrollment end date (“coterminous”). Customers electing the one-year option must have at least 12 months remaining in their enrollment term and customers electing the coterminous option must have at least two months remaining in their enrollment term.

Monetary Commitment
Customers’ initial order must include a Monetary Commitment and may be placed at any time prior to the last month of their enrollment term. The Monetary Commitment under the one-year subscription option will be prorated through the following 12 months. The Monetary Commitment under the coterminous subscription option will be allocated proportionally through the enrollment term.

Customers may increase their Monetary Commitment at any time by placing additional orders. Additional orders will be added to the current Allocated Annual Commitment and will be available for use on the first day of the month after Microsoft processes such order. For the coterminous subscription option, the customer’s future Allocated Annual Commitments will be increased by the amount of the additional order multiplied by twelve divided by the number of full months remaining in the year the additional order was placed.

Customers must consume their Allocated Annual Commitment by the last day of the 12th month following the order for the one-year subscription option and by the last day of the month preceding enrollment anniversary each year for the coterminous subscription option. Any unused portion of the Allocated Annual Commitment will not carry over and will be forfeited.

Payment and Fees
For the one-year subscription option, orders will be invoiced immediately to customers or their resellers. For the coterminous subscription option, the first Allocated Annual Commitment will be invoiced immediately and future Allocated Annual Commitments will be invoiced on the anniversary of the enrollment effective date. Alternatively, customers may choose to pay their entire Monetary Commitment upon placing the initial order.

Each month, Microsoft will deduct from the Allocated Annual Commitment the monetary value of a customer’s usage of Windows Azure Services. Once the customer’s Allocated Annual Commitment balance has been exhausted, any additional usage for that month and any months remaining for the one-year subscription option or any months remaining in the current year of the enrollment for the coterminous option will be invoiced at Consumption Rates. If a customer chooses the one-year subscription option, any usage at the Consumption Rates will be invoiced to the customer or its reseller at the end of each enrollment quarter and at the end of the subscription term. If a customer chooses the coterminous subscription option, any usage at the Consumption Rates will be invoiced to the customer or its reseller at the end of each enrollment quarter.



All usage of the Windows Azure Services after the expiration or termination of a customer’s subscription term will be invoiced to the customer or its reseller at Consumption Rates on a quarterly basis.

Microsoft may lower prices for individual Windows Azure Services during a customer’s enrollment term. For customers acquiring Windows Azure Services directly from Microsoft, the Customer Price Sheet may indicate a higher price than the then-current price. Microsoft will give the lower price(s) to those customers during the period they are in effect. Microsoft will provide customers with notice of any such changes.

Pricing and payment terms for subscriptions acquired through resellers are determined by agreement between the customer and its reseller. A customer’s reseller will provide additional information regarding the ordering process for Windows Azure Services. The pricing and billing terms for all Windows Azure Services will be governed by a separate agreement between the customer and its reseller. Microsoft may lower prices for individual Windows Azure Services during a customer’s enrollment term and may give the lower price(s) to the customer’s reseller during the period they are in effect. Microsoft will provide the customer’s reseller with notice of any such changes. The customer and its reseller determine actual pricing and the applicability of any price changes.

Windows Azure Commitment Rates
Customers’ Commitment Rates for Windows Azure Services are based on their Windows Azure Monetary Commitment Tier and enrollment price level. The Windows Azure Monetary Commitment Tier is determined by the customer’s annual Windows Azure Monetary Commitment quantity (i.e., the total monetary amount the customer commits to annually during the term of its Windows Azure subscription term) and corresponds to the discount specified in the table below (expressed as a percentage off Windows Azure Consumption / Overage Rates).

Windows Azure Monetary Commitment Tiers Annual Windows Azure Monetary Commitment License Quantity Discount Off Consumption Rates
Tier 1 Up to 1799 23%
Tier 2 1800 – 4799 26%
Tier 3 4800 – 11999 30%
Tier 4 12000 + 35%
* Unit is a monetary amount in the applicable currency

A customer may increase its annual Windows Azure Monetary Commitment license quantity and qualify for a higher Tier at any time during the term of its Windows Azure subscription. The new Commitment Rates will apply to the customer’s use of the Windows Azure Services starting on the first day of the calendar month after customer adjusts its annual Windows Azure Monetary Commitment license quantity.

The Customer Price Sheet will reflect the Tier 1 Commitment Rate pricing. Actual Commitment Rate pricing will be shown on the Account View page on the Windows Azure Enterprise Portal. Pricing and payment terms for Windows Azure Services acquired through resellers are determined by agreement between the customer and its reseller.

Online Services Regional Availability
Visit http://www.microsoft.com/online/faq.aspx#international for a list of countries and regions in which the Online Services are available.

Additional Online Service Terms
This product list may contain additional information about specific products. Please refer to the product sections of this document for any additional information.

The Product Use Rights at http://www.microsoftvolumelicensing.com/userights/PUR.aspx sets forth other general and product specific terms and conditions governing use of online services. Online services product use rights are subject to change as described in the Online Services section of that document.

The above Online Services Pricing and Payment Terms do not apply to Online Services obtained pursuant to the Microsoft Online Subscription Agreement. All terms applicable Online Services obtained pursuant to the Microsoft Online Subscription Agreement are contained in that agreement and on the Microsoft Online Services Customer Portal.

SECTION 6 – SOFTWARE ASSURANCE RENEWAL RULES

Open License
Software Assurance coverage ordered under an Open License authorization number ends upon expiration of that number. To renew that coverage, customers must submit a renewal order for Software Assurance for all copies of all products for which they wish to renew coverage within 90 days after their authorization number expiration date. Customers may order Software Assurance without the need to simultaneously order a License as long as the Software Assurance coverage is renewed as stated above. New Software Assurance coverage starts on the new authorization number effective date.
Open Value 200x
Software Assurance coverage ordered under an Open Value agreement will end upon expiration (or termination) of that agreement. Customers will receive written notice of their renewal options 60 days prior to expiration of the agreement. Customers may have the option to renew their agreement for successive 36 full calendar months. To renew Software Assurance coverage, customers must submit a renewal order for Software Assurance prior to expiration of the previous term. If a customer has elected the company wide option, that customer must order Software Assurance for all copies of any product that the customer wishes to renew company wide. If a customer has not elected the company wide option, that customer may renew coverage for any number of previously enrolled licenses. Each renewal term will start the day following expiration of the prior term. Customers may order Software Assurance without the need to simultaneously order a License as long as the Software Assurance coverage is renewed as stated above.

Renewing Coverage under the Same Agreement
Software Assurance coverage ordered under an Open Value agreement will end upon expiration (or termination) of that agreement. Customers will receive written notice of their renewal options 60 days prior to expiration of the agreement. Customers may have the option to renew their agreement for successive 36 full calendar months. To renew Software Assurance coverage, customers must submit a renewal order for Software Assurance prior to expiration of the previous term. If a customer has elected the company wide option, that customer must order Software Assurance for all copies of any product that the customer wishes to renew company wide. If a customer has not elected the company wide option, that customer may renew coverage for any number of previously enrolled licenses. Each renewal term will start the day following expiration of the prior term. Customers may order Software Assurance without the need to simultaneously order a License as long as the Software Assurance coverage is renewed as stated above.

Renewing Coverage From a Separate Agreement
The customer may renew Software Assurance for any product without the need to simultaneously order a License if the customer has obtained a perpetual license and Software Assurance for that product under a previous agreement and the customer’s new agreement is effective no later than the day following the date of expiration of the previous agreement. The Software Assurance renewal order must be placed prior to the expiration of Software Assurance coverage under the previous agreement, unless such coverage is being renewed from an Open License Agreement. In that case, customers have 90 days from the expiration to place the order.

Enterprise Agreement 2011 and later versions
Renewing Coverage under the Same Agreement
Upon expiration of the enrollment, the customer is eligible for renewal Enterprise Agreement pricing, which is based on Software Assurance only. Customers will receive written notice of their renewal options prior to expiration of their enrollment. Customers may have the option to renew their enrollment for one successive term of 36 full calendar months. After that renewal term, in order to renew its Software Assurance coverage, the customer must sign a new Enrollment. To renew Software Assurance coverage under the same enrollment, customers must submit a renewal order for Software Assurance (as applicable) for 1) all Enterprise Products, Application Platform Products, Core Infrastructure Products and Additional Products they wish to renew and 2) any Online Services, accounting for transitions (if applicable). That order must be submitted prior to expiration of the previous term. The renewal term will start the day following the expiration of the prior term. For information on how to renew Software Assurance coverage under a subsequent enrollment, see below.

Renewing Coverage from a Separate Agreement
Customer may order Software Assurance for any product without the need to simultaneously order a License if the customer has obtained perpetual licenses for that product and Software Assurance coverage is currently active at time of renewal. For Additional Products, for coverage is being rolled over from an Open License Agreement, customer has 90 days from the expiration to place the order.

Enrollment for Application Platform
Customers may order Software Assurance, for the products available, without the need to simultaneously order a License as provided for in the terms and conditions of the enrollment.
Enterprise Agreement Pre-2011
Renewing Coverage under the Same Agreement
Upon expiration of the enrollment, the customer is eligible for renewal Enterprise Agreement pricing, which is based on Software Assurance only. Customers will receive written notice of their renewal options 60 days prior to expiration of their enrollment. In order to renew, customers must sign a new 2011 or later Enterprise Enrollment and Agreement. The renewal term will start the day following the expiration of the prior term.

Enrollment for Application Platform
Customers may order Software Assurance, for the products available, without the need to simultaneously order a License as provided for in the terms and conditions of the enrollment.
Select License 200x
Renewing Coverage under the Same Agreement
Software Assurance coverage ordered under enrollments under a Select License agreement will end upon expiration (or termination) of that agreement (or the termination of the applicable enrollment, if earlier). Customers will receive written notice of their renewal options 60 days prior to expiration of their agreement. Customers may have the option to renew their agreement for successive 12 or 36 full calendar months. To renew Software Assurance coverage for any copies previously enrolled under its enrollment, a customer must submit a renewal order to Microsoft via its reseller prior to the expiration of the previous term. Renewal orders must be for the entire renewal term. Each renewal term will start the day following the expiration of the prior term.


Renewing Coverage From a Separate Agreement
Customers may order Software Assurance without the need to simultaneously order a License for copies of products for which they have previously obtained perpetual licenses through Upgrade Advantage, Software Assurance or any similar upgrade protection in other volume licensing programs, so long as (i) the new enrollment becomes effective no later than one day following the expiration of that upgrade protection, and (ii) the enrolled affiliate places its Software Assurance order at the time it submits its new enrollment to Microsoft via its reseller. The Software Assurance renewal order must be placed prior to the expiration of coverage under the previous agreement, unless coverage is being rolled over from an Open License Agreement. In that case, customers have 90 days from the expiration to place the order.
Select Plus 200x
Price Levels in Select Plus
Customers qualify for the Select Plus Program if they meet one of the following three criteria:
  1. Maintains an active Enterprise Enrollment under a separate Enterprise Agreement or an Enterprise Subscription Enrollment under an Enterprise Subscription agreement (academic customers can use an active Campus or School Agreement or an active Enrollment for Education Solutions as their qualifying contract);
  2. Submits an order that meets a minimum of 500 points for each product pool that Customer selects during the first year;
  3. Identifies an agreement where the minimum order quantity was purchased during the 12 months preceding the effective date of customer’s Select Plus Agreement; and
For options 2 and 3 above Customer is required to maintain a minimum of 500 points in each of product pool Customer selects at the time of compliance check.

Customer’s prices are based upon agreement between Customer and Customer’s reseller. However, Microsoft provides reseller with the following price and point criteria to help guide reseller to end customer pricing:
Select Plus Price Level—Commercial Annual Point Minimums per Pool
A 500
B 4,000
C 10,000
D 25,000
Note: Any points that the customer has in excess of their price level minimum will be carried over to the next year for that years compliance check. For example if the customer has 4,500 points at their annual compliance check 500 points will be carried over to the next year to be used towards that years compliance.
Renewing coverage under the same agreement
Software Assurance coverage ordered under a Select Plus registration will end 36 months following the initial order. Customers and Partners will receive written notice of their renewal options prior to expiration of their Software Assurance coverage. Customers have the option to renew their Software Assurance for 24 months plus the number of months from the Software Assurance coverage end date to the net "affiliate anniversary" (this is a customer defined month that will drive annual renewal decisions). To renew Software Assurance coverage for any copies previously ordered, a customer must submit a renewal order to Microsoft via its reseller prior to the expiration of the previous term. Renewal orders must be for the entire renewal term. Each renewal term will start the day following the expiration of the prior term.

Renewing coverage from a separate agreement
Customers may order Software Assurance without the need to simultaneously order a License for copies of products for which they have previously obtained perpetual licenses through Upgrade Advantage, Software Assurance or any similar upgrade protection in other volume licensing programs, so long as the new order becomes effective no later than one day following the expiration of that upgrade protection. The Software Assurance renewal order must be placed prior to the expiration of coverage under the previous agreement, unless coverage is being rolled over from an Open License Agreement. In that case, customers have 90 days from the expiration to place the order.
Open Value 6.4, 6.6 and 2008
Renewing Coverage under the Same Agreement
Software Assurance coverage ordered under an Open Value agreement will end upon expiration (or termination) of that agreement. Customers will receive written notice of their renewal options 60 days prior to expiration of the agreement. Customers may have the option to renew their agreement for successive 36 full calendar months. To renew Software Assurance coverage, customers must submit a renewal order for Software Assurance within 30 days after the previous term expires. If a customer has elected the company wide option, that customer must order Software Assurance for all copies of any product that the customer wishes to renew company wide. If a customer has not elected the company wide option, that customer may renew coverage for any number of previously enrolled licenses. Each renewal term will start the day following expiration of the prior term. Customers may order Software Assurance without the need to simultaneously order a License as long as the Software Assurance coverage is renewed as stated above.

Renewing Coverage from a Separate Agreement
The customer may renew Software Assurance for any product without the need to simultaneously order a License if the customer has obtained a perpetual license and Software Assurance for that product under a previous agreement and the customer’s new agreement is effective no later than the day following the date of expiration of the previous agreement. The Software Assurance renewal order must be placed within 30 days of the expiration of Software Assurance coverage under the previous agreement, unless such coverage is being renewed from an Open License Agreement. In that case, customers have 90 days from the expiration to place the order.

Select License 6.X and 2008
Renewing Coverage under the Same Agreement
Software Assurance coverage ordered under enrollments under a Select License agreement will end upon expiration (or termination) of that agreement (or the termination of the applicable enrollment, if earlier). Customers will receive written notice of their renewal options 60 days prior to expiration of their agreement. Customers may have the option to renew their agreement for successive 12 or 36 full calendar months. To renew Software Assurance coverage for any copies previously enrolled under its enrollment, a customer must submit a renewal order to Microsoft via its reseller within 30 days after the previous term expired. Renewal orders must be for the entire renewal term. Each renewal term will start the day following the expiration of the prior term.

Renewing Coverage from a Separate Agreement
Customers may order Software Assurance without the need to simultaneously order a License for copies of products for which they have previously obtained perpetual licenses through Upgrade Advantage, Software Assurance or any similar upgrade protection in other volume licensing programs, so long as (i) the new enrollment becomes effective no later than one day following the expiration of that upgrade protection, and (ii) the enrolled affiliate places its Software Assurance order at the time it submits its new enrollment to Microsoft via its reseller. The Software Assurance renewal order must be placed within 30 days of the expiration of coverage under the previous agreement, unless coverage is being rolled over from an Open License Agreement. In that case, customers have 90 days from the expiration to place the order.

Select 4.X and 5.X
Software Assurance coverage ordered under a Select 4.x or 5.x agreement will expire upon expiration (or termination) of that agreement. Customers may renew their Software Assurance coverage for up to 36 full calendar months under an enrollment under a new Select 6.x or 200x agreement. To renew Software Assurance coverage, Customers must sign a new 6.0 Select License agreement and enrollment and place a Software Assurance renewal order at the time their new enrollment is submitted. The new agreement and enrollment must be signed no later than 90 days after the previous agreement expired. The new 6.0 Select License agreement and enrollment will be backdated to no later than one day following the expiration date of the previous coverage.
Select Plus 2008, 2009, 2010
Renewing Coverage under the Same Agreement
Software Assurance coverage ordered under a Select Plus registration will end 24 months plus the number of months from the Software Assurance coverage start date to the next “affiliate anniversary” (this is a customer defined month that will drive annual renewal decisions)following the initial order. Customers and Partners will receive written notice of their renewal options prior to expiration of their Software Assurance coverage. Customers have the option to renew their Software Assurance for 24 months plus the number of months from the Software Assurance coverage end date to the next “affiliate anniversary” (this is a customer defined month that will drive annual renewal decisions). In both cases the customers Software Assurance Coverage will be between 25 and 36 months depending the amount of time to their next “affiliate anniversary. To renew Software Assurance coverage for any copies previously ordered, a customer must submit a renewal order to Microsoft via its reseller within 30 days after the previous term expired. Renewal orders must be for the entire renewal term. Each renewal term will start the day following the expiration of the prior term.

Renewing Coverage from a Separate Agreement
Customers may order Software Assurance without the need to simultaneously order a License for copies of products for which they have previously obtained perpetual licenses through Upgrade Advantage, Software Assurance or any similar upgrade protection in other volume licensing programs, so long as the new order becomes effective no later than one day following the expiration of that upgrade protection. The Software Assurance renewal order must be placed within 30 days of the expiration of coverage under the previous agreement, unless coverage is being rolled over from an Open License Agreement. In that case, customers have 90 days from the expiration to place the order.

Cross-program Renewal
As an exception to the rules stated above, customers may renew Software Assurance (upgrade protection) coverage by acquiring Software Assurance under an existing Open Value agreement, Select License, Select Plus or Enterprise enrollment. For customers renewing Software Assurance under an existing Enterprise enrollment, this exception applies to additional products and products outside a company-wide commitment only. Customers must place an order for Software Assurance under their existing agreement or enrollment prior to the expiration date of their previous coverage. For Customers renewing from the Open License Program, Customers have 90 days from their previous coverage to place this order. For Agreement versions 2008 and prior, this order must be placed within 30 days from the expiration of their previous coverage (90 days if renewing from Open License Program).

For all programs except Select Plus, the order must be for the remaining term of the existing agreement or enrollment (i.e., SA x the number of years remaining in the enrollment term as of the order date, including any partial year). In Select Plus, the order will be for 36 months. Because Software Assurance prices will not be prorated for any partial year of coverage, customers should time orders to take advantage of any anniversary of their existing agreement effective date. For Agreement versions 2008 and prior, as long as coverage is renewed within 30 days (90 days if renewing from Open License Program), customers will be deemed to have Software Assurance coverage during any period of time between when their expiring Software Assurance coverage lapsed and when the new coverage begins. Customers will be eligible for upgrades made available during that time as long as coverage is renewed.
Renewing Upgrade Advantage
All Upgrade Advantage licenses will be treated as Software Assurance. Customers who have purchased Upgrade Advantage, or similar upgrade protection under any previous Microsoft volume licensing agreement (other than any v6.0 or subsequent version agreement) and wish to renew that upgrade protection under Software Assurance, will have 90 days from the expiration date of their previous upgrade protection coverage to sign a new 6.0 agreement. Renewal eligibility varies by program. See individual program rule above.
Customers who received 10 months Upgrade Advantage extension
Customers who purchased Upgrade Advantage under the Open License and Select License programs between May 10, 2001 and September 30, 2001 received a 10 month coverage extension and additional two months period to renew their Software Assurance from the expiration of such Upgrade Advantage. The 10-month extension begins the day the customer's Open License authorization number or Select License agreement expires. Confirmation to customers of the UA extension was included in eOpen and VLSC in early 2002. The VLSC site has been updated to reflect how this will impact the SA Benefits so that all applicable SA benefits will continue for this 10 month extension period as well.

SECTION 7 – SOFTWARE ASSURANCE (SA) BENEFITS AND ONLINE SERVICES (OLS) BENEFITS

Software Assurance benefits and Online Services benefits are described in this section.
Software Assurance benefits: These benefits vary by product and product pool. Customer’s access and rights to use their Software Assurance benefits generally expires upon expiration of their Software Assurance coverage. Most Software Assurance benefits are granted at the beginning of the coverage period. Any changes occurring during the coverage period (e.g. additional purchases, returns or online services transitions) may result in a change in benefit eligibility.

Online Services benefits: These benefits vary by product. Customer’s access and rights to use Online Services benefits expires upon expiration of the corresponding online services subscription license.

Any exceptions to the above rules are noted in the individual benefit sections below. The benefits are subject to change and may be discontinued at any time without notice. Availability of benefits varies by program, region, fulfillment options and language.

Most Software Assurance benefits are granted at the beginning of the coverage period. Any changes occurring during the coverage period (e.g. additional purchases or returns) may result in a change in benefit eligibility.
Software Assurance benefits and Online Services benefits are allocated under the different programs as shown in the chart below:
Programs Open License Open Value Open Value Subscription – Education Solutions Select*
Enterprise Agreement
Enrollment for
Education Solutions
under the Campus and
School Agreement
Select Plus
Benefits are available by: License Number Agreement Agreement Enrollment Registered Affiliate
Note: Customers who enter into Canadian HealthCare Volume License Enterprise Agreements will receive SA benefits consistent with the SA benefits available to customers who acquire products though Microsoft Open Value.

Software Assurance Benefits and Online Services benefits are shown in the chart below. Certain benefits correspond to individual licenses for which Software Assurance is acquired. Active Software Assurance (or other upgrade protection) for any qualifying product, regardless of the product version a customer is actually using, qualifies that customer for those benefits. Qualifying products are identified in each product section. Some benefits are awarded based on Customer's SA spend on a given set of qualifying products within a pool. For these purposes, "SA spend" is not literally the customer's actual dollars spent. Instead it is an approximation of what a customer has spent on Software Assurance coverage for those products under its Select or Enterprise Enrollment, Select Plus registration or Open agreement (For example, SA only purchases and the SA component of L&SA purchases). For customers under subscription programs, it is an approximation of the total dollars the customer has spent licensing those products under its enrollment or agreement. Other benefits correspond to Software Assurance Membership; Software Assurance Membership for the applicable product pool qualifies the customer for those benefits.
Benefits Applications Pool Systems Pool Server Pool Windows Intune (per device) Office 365
New Version Rights Yes Yes Yes Yes Yes
Office Multi Language Pack Yes       Yes
Planning Services Yes   Yes    
Windows 8 Enterprise   Yes   Yes  
Training Vouchers Yes Yes      
E-Learning Yes Yes Yes Yes Yes
Home Use Program Yes      
Enterprise Source Licensing Program   Yes      
24x7 Problem Resolution Support Yes Yes Yes    
System Center Advisor     Yes    
Cold Back-up for Disaster Recovery     Yes    
TechNet SA Subscription Services Yes Yes Yes    
TechNet Direct     Yes    
Windows Thin PC   Yes   Yes  
Extended HotFix Support Yes Yes Yes Yes  
Microsoft Desktop Optimization Pack (MDOP)   Yes   Yes  
Virtualization Rights for Windows Desktops   Yes      
Windows Virtual Desktop Access (VDA)   Yes      
Step-up License Yes No Yes    
Windows 8 Enterprise Sideloading   Yes      


*Yes in the chart means Software Assurance Membership, acquisition of Software Assurance for qualifying products or SA spend on qualifying products within that pool or acquisition of Windows Intune (Per Device)/qualifying Office365 suite would qualify the customer for that benefit.

*Microsoft may withhold or discontinue, at any time, any Software Assurance Membership-related benefit available under the fourth and any subsequent enrollment under the same Select agreement if we have a business reason for doing so.

***Generally, subscription offerings that include software components comprised of versioned software will include new version rights for those components.

Office system Application Pool products
Office Standard 2013
Office Professional Plus 2013
Project Standard 2013
Project Professional 2013
Visio® Standard 2013
Visio® Professional 2013
Access 2013
Excel 2013
InfoPath® 2013
Lync 2013
OneNote™ 2013
Outlook® 2013
PowerPoint® 2013
Publisher 2013
Word 2013
Office for Mac Standard 2011
Lync for Mac 2011
Outlook for Mac 2011 PowerPoint for Mac 2011
Excel for Mac 2011
Word for Mac 2011


Note: The List of Office System Application Pool Products is subject to change.
New Version Rights
With Software Assurance, customers are eligible to upgrade to new versions of licensed software made available during their term of Software Assurance coverage. New Version Rights means, for any underlying licensed product for which Software Assurance coverage is ordered, the right to upgrade to, and run in place of the underlying licensed product, the latest version of that product that we make available during the covered period. For example, if a new version of Microsoft Office is made available during the term of your coverage, your licenses will automatically be upgraded to the new version. Customers that acquire perpetual licenses through Software Assurance can deploy the upgrades after their coverage has expired.
Office Multi Language Pack
Software Assurance customers: Customers with active Software Assurance coverage on Office System products and suites are eligible for this benefit during the term of their Software Assurance coverage. Customers have the option to use the latest version of the Office Multi Language Pack with copies of Office System software they are permitted to use under qualifying licenses.

Eligible Online Services Benefits customers: Customers with Office Pro Plus for Office 365 and Office 365 suites E3 and E4 are eligible for this benefit during the term of their enrollment.

If a customer’s agreement provides perpetual rights to use the software under their qualifying licenses, they will have a perpetual right to use the Office Multi Language Pack with that software (a customer can continue using the Office Multi Language Pack with Office System software under their qualifying licenses even after their SA coverage on those licenses has expired). Otherwise, the right to use the Office Multi Language Pack expires upon the expiration of rights under the qualifying Office System license.
Planning Services
Customers (other than Academic Select License, Select Plus for Academic, Campus and School Agreement, and Open Value Subscription – Education Solutions) with Software Assurance Membership in the Application and Server Pools are eligible for this benefit. The Planning Services benefit provides qualifying customers with pre-determined customized service offerings. The available offerings include:
  • Desktop Deployment Planning Services (DDPS)
    • Description: DDPS provides customers with the fundamental analysis, planning and technical procedures necessary to begin their desktop deployment with Office 2010 and Windows 7. This offering is based on Microsoft’s best practices for desktop deployment and helps customers reduce the cost, risk and complexity of deployments through high levels of process and automation. DDPS can also assist organizations evaluating Office 365 by addressing the consideration and requirements for adopting a cloud ready desktop environment.
    • Service Levels: 1, 3, 5, 10 or 15 days
  • SharePoint Deployment Planning Services (SDPS)
    • Description: SDPS enables qualified partners and Microsoft consultants to help customers to develop a customized SharePoint Portal Server deployment plan for their specific environment and assess the overall cost for technology deployment. SDPS can also help customers with deployment planning to help move to Office 365, focused on SharePoint Online.
    • Service Levels: 1, 3, 5, 10 or 15 days
  • Lync and Exchange Deployment Planning Services (L&EDPS)
    • Description: L&EDPS enables qualified partners and Microsoft consultants to guide customers through the value and deployment planning stages of Lync and Exchange 2010 implementations, including analyzing the customer organization’s environment and sharing best practices, both for on-premises and cloud solutions. L&EDPS can also help customers with deployment planning to help move to Office 365, focused on Lync and Exchange Online.
    • Service Levels: 1, 3, 5, 10 or 15 days
  • Private Cloud, Management, and Virtualization Deployment Planning Services (PVDPS)
    • Description: PVDPS provides structured consulting engagements that help customers take advantage of infrastructure solutions based on Windows Server, Systems Center and Hyper-V. This service will help reduce datacenter costs, increase business agility and provide improved control over the customer’s physical, virtual and hybrid infrastructure.
    • Service Levels: 3, 5, 10 or 15 days
  • SQL Server Deployment Planning Services (SSDPS)
    • Description: SSDPS provides in-depth assessment and deployment planning for migration to SQL Server, upgrade to new version of SQL Server solution, and SQL Server Business Intelligence solution.
    • Service Levels: 3, 5, 10 or 15 days
  • Developer Tools Deployment Planning Services (DTDPS)
    • Description: DTDPS provides rigorous analysis and a process-focused approach to develop a Visual Studio Team Foundation Server or Visual Studio Test Tools deployment plan. Using best practices from Microsoft, a certified partner will build a unique deployment plan customized to business needs.
    • Service Levels: 3 or 5 days
  • Public Cloud, Azure Deployment Planning Services (AZDPS)
    • Description: The Public Cloud, AZDPS provides the training and migration service of the Windows Azure Platform. This service offers tutorial of the Windows Azure Platform with hands-on training, provide guidance on how to migration applications and data and how to architect applications for the cloud, and help customers migrate or write their first applications on the Windows Azure Platform.
    • Service Levels: 3, 5, or 10 days
The list of available services and associated service levels may change at any time. Qualified Providers will provide customers with an outline of the available Scope of Work for each of the above service offerings upon request.

Qualified customers receive a number of Planning Services days based on the number of qualifying Office Application licenses, qualifying Server licenses and the number of Core CAL suites, SQL CAL and Enterprise CAL suites for which Software Assurance is acquired (see the charts below for details). The number of days a customer receives is put into a pool of Planning Services Days from which the customer can create vouchers for the above service offerings. Customers may choose one or more of the above services and may select from available service levels up to the number of Planning Services days they have available.

The following table lists the qualifying Application and Server licenses and the points associated with each of them:
Office Applications and Server Licenses* Points
Office Application Pool Products (including Office suites, Project Standard and Professional, Visio Standard and Professional) 1
SQL Server Standard edition, Windows Server Standard edition, System Center 2012 Standard Server Management License (2-processor), Visual Studio Professional with MSDN, and Visual Studio Test Professional with MSDN 25
SQL Server Enterprise edition, SQL Server Business Intelligence, Windows Server Enterprise edition, and Visual Studio Premium with MSDN 50
SQL Server Data Center edition, Windows Server Data Center edition, System Center 2012 Datacenter Server Management License (2-processor), and Visual Studio Ultimate with MSDN 75
Note: For CALs, see the CAL Suites table in this section

When those eligible products are purchased through Enrollment for Application Platform (EAP) or Enrollment for Core Infrastructure (ECI), each awarded points covered under EAP and ECI are multiplied by two (2).
The total points that the customer is eligible for defines the Planning Services Days entitlements as shown below:
Office Applications and/or Server Licenses Points Planning Services Days
200-499 1
500-1,999 3
2,000-3,999 5
4,000 – 29,999 10
30,000 – 49,999 15
50,000 – 99,999 20
100,000 – 199,999 30
200,000 – 399,999 40
400,000 – 599,999 50
600,000 + 75

Core CAL Suite and SQL CAL SA coverage counts as one (1) point toward the thresholds in the first column below, Enterprise CAL Suite SA coverage counts as two (2) points toward the thresholds in the first column below:
CAL Suites Packaged Services Days
200-3,999 1
4,000 – 9,999 3
10,000 – 99,999 5
100,000 – 299,999 7
300,000 – 599,999 10
600,000 + 12
Examples
Open Value Agreement with:
150 Office Professional Plus L&SA
+50 Visio Standard SA
200 Covered Office Applications = 1 day


Select or Select Plus SAM Enrollment with:
3,500 Enterprise CAL Suite SA
x 2 points each
7,000 CAL Suite points = 3 days


EA Enrollment with:
3,500 Enterprise Desktop
  • 3,500 Office Professional Plus
  • 3,500 Enterprise CAL Suite
+50 Windows Server Enterprise Edition (x 50 points each = 2,500 points)
+600 Visio Standard SA
6,600 Covered Office Applications and/or Server License Points = 10 days
7,000 Covered CAL Suite points = 3 days
  • Total 13 Packaged Services Days
ECI Enrollment with:
100 ECI Datacenter
  • 100 Windows Server Datacenter Edition (x 75 points each x 2 points multiplier = 15,000 points)
  • 100 System Center 2012 Datacenter Edition (x 75 points each x 2 points multiplier = 15,000 points) 30,000 Covered Office Applications and/or Server license Points = 15 days


Customers can also increase the number of available Planning Services days if they meet the following criteria: (a) are currently eligible for the Training Voucher benefit, (b) have activated their Training Voucher benefit, and (c) have at least 3 unclaimed training days from Training Voucher benefit available for conversion. Eligible customers can convert unused Training Voucher days into Planning Service days on a 3:1 basis (three Training Voucher Days = one Planning Services day). (NOTE: Customers wishing to use their Training Voucher days toward Planning Services should not create Training Vouchers with those days.) [Generally, Planning Services days cannot be converted to Training Voucher days. However, if a customer wishes to reverse a Training Voucher day conversion, the Planning Services days may be converted back to Training Voucher days. ]Following the conversion of Training Voucher day to Planning Services days, the Planning Services days will appear in the customer's Planning Services pool of days. Those days can then be used to create voucher(s) for available services (such as DDPS or SDPS). *Customers' eligibility to convert days back to Training Voucher days is limited based on the number of days available at the Planning Services Day level. If a customer wants to convert back 10 days, but there are only 8 Planning Services Days in their pool, they can convert back 8 days only. Customers in eligible volume licensing agreements who have not met the minimum thresholds to receive Planning Service entitlements but who are meet the above criteria for Training Voucher day conversion may convert Training Voucher days as outlined above.
Customers in eligible volume licensing agreements who have not met the minimum thresholds to receive Packaged Service entitlements but who meet or exceed the criteria for Training Voucher day conversion may convert Training Voucher days as outlined above.

Planning Services may be delivered to the customer by qualified Microsoft Partners or Microsoft Consulting Services. A customer can view the list of Qualified Providers here: http://directory.partners.extranet.microsoft.com/psbproviders

Planning Services engagements provide consulting that covers a pre-determined scope of work that result in a high level deployment plan; the actual deployment of the software cannot be included.
  • Planning Services are not available in all languages.
  • Planning Services vouchers can only be redeemed by the customer who qualified for the benefit.
  • Planning Services vouchers may not be exchanged for cash, monies or other valuable considerations.
  • Customers who are interested in in acquiring additional services beyond those covered by the scope of the work for the assigned voucher engagement (as defined by the voucher type and service level) may pay their provider outside of this program.
  • Reduction of qualifying SA coverage as a result of returns and other billing adjustments, where allowed, may lower the customer’s Planning Services entitlement days.
  • Vouchers are only valid with qualified Providers for the specific service type for which the voucher is being redeemed. The voucher can be used with any qualified Provider worldwide. Participation may vary.
  • Vouchers must be assigned during the Software Assurance coverage period.
  • Vouchers will expire 180 days from the date of voucher assignment, independent of Software Assurance coverage expiration. All services must be delivered (voucher redeemed) prior to voucher expiration. Vouchers that expire prior to Software Assurance coverage expiration will return to the available Planning Services pool of days.
  • Microsoft is not responsible for lost, stolen, misplaced or misused vouchers.
  • Services provided under vouchers are provided under an agreement between Customer and the Qualified Provider; Microsoft is not responsible for any work or failure on the part of the Qualified Provider related to the services.
  • By accepting a Planning Services engagement, customers acknowledge that they will receive a survey upon completion of the engagement for quality assurance purposes.
  • The tables above show service days available based on a full 3-year enrollment or agreement. Customers who purchase Software Assurance coverage for one-year will receive one third of the stated number of service days. Customers who purchase Software Assurance coverage for two-years will receive two thirds of the stated number of service days.
Completed deliverables submitted by the Qualified Provider at the end of the engagement to Microsoft may be used by Microsoft for quality assurance purposes and may be shared with the customer's Microsoft account team for that purpose.
Windows 8 Enterprise
Eligible Software Assurance customers: Customers with active Software Assurance coverage for the Windows desktop operating system are eligible for this benefit. Software Assurance coverage for the Windows desktop operating system on a licensed device gives customers the option to use Windows 8 Enterprise in place of Windows 8 Professional on that device.

Eligible Software Assurance customers have the rights to use Windows 8 Enterprise as described in the Product Use Rights. Customers may not move Windows 8 Enterprise from the licensed device to another device, except in conjunction with the permitted reassignment of their Software Assurance coverage.

Eligible Online Services Benefits customers: Windows Intune (Per Device) customers have the rights to use Windows 8 Enterprise as described in the Product Use Rights. See the Product Notes section of this Product List for terms applicable to the acquisition and reassignment of Windows Intune (Per Device) licenses.
Software Assurance and Windows Intune (Per Device) customers are permitted to use the MUI edition of prior versions of the Windows desktop operating system in place of Windows 8 Enterprise.
Windows 8 Enterprise Sideloading
Please see Windows 8 Enterprise Sideloading product note in the “Product Notes” section of this document.
Windows Companion Subscription License
Please see Windows Companion Subscription License note in the “Product Notes” section of this document.
Training Vouchers
Customers (other than Academic Select License, Select Plus for Academic, Open Value Subscription – Education Solutions) Campus Agreement and School Agreement customers) with Software Assurance Membership in the application or systems product pools are eligible for Microsoft training vouchers. . These vouchers entitle customers to receive courses from a Microsoft Partner with a Learning Competency (Microsoft Learning Partner) for a specific number of training days. The number of days awarded varies both by program and the number of qualifying licenses for which Software Assurance is acquired. Once the customer’s Training Voucher Benefit Manager has activated the Training Voucher benefit through the Volume Licensing Service Center (VLSC) tool, Training Vouchers can be assigned to designated individuals by the customer’s Training Voucher Benefit Manager.
Minimum number of licenses for which Software Assurance is acquired, needed for Training Voucher eligibility varies by program.
Program Office system Application Pool products Systems Pool
Open Value 2 days per 50 licenses (maximum 20 days) 1 day per 50 licenses (maximum 10 days)
SAM
1-249
2 days per 50 licenses 1 day per 50 licenses
SAM
250-2,399 *
20 days per
qualifying enrollment
10 days per
qualifying enrollment
SAM
2,400-5,999*
30 days* 15 days*
SAM
6,000-14,999*
50 days* 25 days*
SAM
15,000 – 29,999*
110 days* 55 days*
SAM
30,000 – 49,999*
160 days* 80 days*
SAM
50,000 – 99,999*
250 days* 125 days*
SAM
100,000 – 199,999*
400 days* 200 days*
SAM
200,000 – 399,999*
600 days* 300 days*
SAM
400,000 – 599,999*
800 days* 400 days*
SAM
600,000 +*
1400 days* 700 days*
Note: Training credits available based on a full 3 year enrollment or agreement (see below for details). Please see table with Office System Application

*Number of days per eligible enrollment or agreement.
  • Not all courses are available in all languages.
  • Local policies established by the Microsoft Learning Partner apply.
  • Benefit Managers have the ability to revoke a voucher in assigned status up to the class cancellation date established by the Microsoft Learning Partner.
  • Any course days not covered by the voucher will need to be paid by the person who receives the training.
  • Any voucher days in excess of the amount of days applied to a particular class will be returned to the pool of days available to be assigned by the Benefit Managers.
  • Courses delivered in an accelerated format require voucher days equivalent to the number of course days for the normal course delivery.
  • The voucher is only redeemable for days of instructor-led training with qualified Microsoft Learning Partners on approved courses. Custom courses (other than accelerated delivery of approved courses) are not eligible for coverage by these vouchers. For information regarding approved courses, please visit http://www.microsoft.com/learning/sa/training.mspx.
  • Vouchers cannot be used to cover any fees related to a customer not showing up for a reserved course. All fees related to "No Shows" are the responsibility of the customer.
  • Vouchers may only be redeemed by the individual approved by the customer to use the voucher.
  • Vouchers may not be exchanged for cash, monies or other valuable considerations.
  • Vouchers must be assigned during the Software Assurance coverage period.
  • Vouchers will expire 180 days from the date of voucher assignment, independent of Software Assurance coverage expiration. All services must be delivered (training delivered and voucher redeemed) prior to voucher expiration. Vouchers that expire prior to Software Assurance coverage expiration will return to the available Training Voucher pool of days.
  • With the exception of Demonstration Sessions, one Training Voucher day is equal to the equivalent of one training session day. For Demonstration Sessions, one Training Voucher day is equal to one Demonstration Session.
  • Training Vouchers redeemed for Demonstration Sessions, unlike Training Vouchers redeemed for other training sessions, are not limited to a single individual.
  • Vouchers may be used to reserve training with only one qualified Microsoft Learning Partner at a time.
  • The Microsoft CPLS reserves the right to cancel a class according to local cancellation policy.
  • Vouchers are valid only with participating Microsoft Learning Partners. They can be used with any qualified Microsoft Learning Partner worldwide. Participation may vary.
  • Customers must provide the CPLS partner with the voucher information they would like to apply towards the course prior to the end of the course in order to use the voucher as payment for the course.
  • Microsoft is not responsible for lost, stolen, misplaced or misused vouchers.
  • Reduction of the number of qualifying licenses for which Software Assurance is acquired as a result of returns and other billing adjustments, where allowed, may lower the customer's Training Vouchers service level eligibility.
  • Vouchers can be redeemed by only the customer who qualifies for the benefit.
  • Services provided under vouchers are provided under an agreement between Customer and the Qualified Provider; Microsoft is not responsible for any work or failure on the part of the Qualified Provider related to the services
  • The table above shows training credits available based on a full 3-year enrollment or agreement. Customers who purchase Software Assurance coverage for one-year will receive one third of the stated number of training credits. Customers who purchase Software Assurance coverage for two-years will receive two thirds of the stated number of training credits.
E-Learning
Eligible Software Assurance customers: Customers with Software Assurance for qualifying application, systems or server pool products are eligible to use the respective Applications, Systems, and Servers E-Learning benefit during the term of their Software Assurance coverage.

Eligible Online Services Benefits customers: Customers with Windows Intune (Per Device) are eligible to use Systems E-Learning benefit during the term of their enrollment. Likewise, Office 365 customers are eligible to use Applications E-Learning benefit during the term of their enrollment.

Eligible customers will receive one access code (for Applications, Systems, Servers, Windows Intune (Per Device) and Office 365) per qualifying enrollment/agreement. Customers may also download SCORM-compliant, content-only E-learning files (for Applications and Systems) from VLSC for import into their Learning Management System (LMS). There is no access code necessary to download files from VLSC. Enterprise Agreement and Select customers may obtain SCORM-compliant content (for Applications and Systems) via download or DVD, whereas Open and Open Value customer may obtain SCORM-compliant content (for Applications and Systems) via DVD only.

The maximum number of users for which a customer may use the E-Learning training is equal to the number of licensed copies of qualifying products that the customer has enrolled in Software Assurance or subscriptions of Windows Intune (Per Device) or Office 365 suites purchased. Customers must designate one user for each qualifying license. Access cannot be transferred from one user to another. At the time of launch of an individual course, each qualified user will have up to 12 months to complete the course before access expires, provided that course is launched prior to expiration of the Software Assurance coverage or subscription license.

Eligible customers may purchase E-learning kits at a regional fulfillment center if the online option is not sufficient.
Customers’ deployment and use of the E-Learning courses are subject to the terms and conditions of their license agreement.

E-Learning Applications: Customers with Office Pro Plus for Office 365, Office 365 suites and Software Assurance for qualifying Application products are eligible to use hosted E-Learning courses, and SCORM-compliant content.

E-Learning Systems: Customers with Windows Intune (Per Device) and Software Assurance for qualifying System products are eligible to use the hosted E-Learning Client courses, and SCORM-compliant content.

E-Learning Servers: Customers with Software Assurance for qualifying Server products are eligible to use the hosted E-Learning Server courses.
Home Use Program
Customers with active Software Assurance coverage for qualifying desktop applications products are eligible to participate in the Home Use Program**. Under the Home Use Program, customers’ employees, who are users of the licensed qualifying applications, may acquire a single license for the corresponding Home Use Program software, to be installed on one home computer. The license terms for that software permit the primary user of the home computer to install and use another copy on a portable device. Provided their employees first obtain the appropriate Home Use Program license keys from Microsoft, customers may allow their employees to install the corresponding Home Use Program software, acquired by customers under their volume licensing agreements, on employees’ home computers and portable devices at customers’ premises. If a new version is released during the qualified period of use, the primary users can acquire the latest version, to replace their current installed version. See the table or the individual product sections below to ascertain the desktop applications that qualify customers for participation in the Home Use Program. The desktop applications that are available in the Home Use Program are also identified in the table below*.
Customers' eligibility to participate in the Home Use Program ends with the expiration or termination of Software Assurance coverage on qualifying desktop applications. Microsoft may terminate a customer's participation in the Home Use Program, immediately and without notice, in connection with unauthorized access to or licensing through the Home Use Program website in connection with that customer's program code.
The number of Home Use Program licenses that may be acquired for any given desktop application is limited to the number of licenses for the corresponding qualifying desktop application(s) for which the customer acquires Software Assurance. Under the Home Use Program, an employee's usage rights are tied to continued employment with the Customer, and end with termination of employment, termination or expiration of Software Assurance coverage for the copy of the corresponding desktop application that employee uses at work, the employee is no longer a user of the licensed copy of the software, or upon the employee's installation and use of any prior or later version of that desktop application pursuant to a Home Use Program license.
Customers are not responsible for their individual employee's compliance with the Home Use Program end user license terms. Those terms are between Microsoft and the customer's employee and do very from the rights provided under the customers Volume Licenses (e.g. the employee may install only one copy of the HUP software).. We do require that customers limit the Home Use Program access to employees and inform employees of when they should discontinue use of the Home Use Program software in conjunction with a lapse in Software Assurance coverage or employment termination.
Upon the customer's request, Microsoft will provide the customer with limited information pertaining to their employees' HUP license acquisitions (employee name, email address, purchase date and software title ordered. Participation in this program may have tax implications for the customer and its employees. Customer may wish to consult a tax advisor before using this benefit. Microsoft assumes no responsibility for compliance with any employment-benefit, tax or reporting obligation that either customer or its employees may have. Additional terms that apply for employees in New Zealand are set out below,
  • Customers must not require any payment or consideration from employees in connection with HUP, or do or omit to do, anything that would result in an increase of the total cost of any HUP benefit to any employee in New Zealand beyond any amount charged by Microsoft
  • Customers must indemnify and keep Microsoft and its affiliates indemnified and hold Microsoft and its affiliates free and harmless from any costs, expenses, losses or damages incurred by Microsoft or its affiliates as a result of customer’s failure to comply with the obligations contained in this section.
The list of qualifying desktop applications is subject to change at any time without notice, and varies by region or offering. The availability of Home Use Program software is subject to change at any time without notice and varies by region, offering, application, version and language.
Microsoft Office Professional Plus HUP contains the following Microsoft Office programs:
Office Professional Plus components for HUP
Word 2013
Excel® 2013
PowerPoint® 2013
Outlook® 2013
Publisher 2013
Access® 2013
OneNote® 2013
InfoPath® 2013
Lync 2013
Qualifying Desktop Application Corresponding Home Use Program License
Office Standard 2010/2013
Office Professional Plus 2010/2013
Office for Mac 2008 / Office for Mac Standard 2011
Office Professional Plus 2013 HUP
or
Office for Mac Home & Business 2011 HUP
Access 2010/2013
Excel 2010/2013
PowerPoint 2010/2013
InfoPath 2010/2013
OneNote 2010/2013
Outlook 2010/2013
Publisher 2010/2013
Word 2010/2013
Office Professional Plus 2013 HUP
or
Office for Mac Home & Business 2011 HUP
Visio Standard 2010/2013
Visio Professional 2010/2013
Visio Professional 2013 HUP
Project Standard 2010/2013
Project Professional 2010/2013
Project Standard 2013 HUP
* Home Use Program software availability varies by region, offering and language. For more information, including information on the future availability of additional Home Use Program software, please refer to http://www.microsoft.com/licensing.
** Note to Campus and School Agreement and Open Value Subscription-Education Solutions customers: Please refer to your CASA agreement (3.5 or greater) or OVS-ES agreement for additional program specific rules.
*** Note that SharePoint Designer is now a free product available for download from this link http://www.microsoft.com/spd
Enterprise Source Licensing Program
Customers with Software Assurance Membership and 1,500 or more licensed desktops in the systems pool may be eligible to participate in the Enterprise Source Licensing Program (ESLP) during the term of their Software Assurance coverage. ESLP provides access to Microsoft Windows source code for internal development and support. ESLP is not available in all countries and the benefit is granted per agreement/enrollment.
The application form can be downloaded from Volume Licensing Service Center (VLSC). Eligibility and areas of availability are subject to Microsoft terms and conditions (see www.microsoft.com/resources/sharedsource/Licensing/Enterprise.mspx for details). Academic programs are eligible for the Microsoft Research Source Licensing Program.
24x7 Problem Resolution Support Customers (other than Campus and School Agreements and Open Value Subscription – Education Solutions customers) with Software Assurance coverage are eligible for 24x7 Problem Resolution Support during the term of their Software Assurance coverage.

24x7 Problem Resolution Support provides assistance for problems with specific symptoms encountered while using Microsoft products, where there is a reasonable expectation that the problems are caused by Microsoft products. Microsoft will make reasonable efforts to assist customers with support requests in a manner consistent with Microsoft Product Support policies. Microsoft reserves the right to refuse unreasonable requests for support services, and at times may refer customers to an additional service level agreement which may require an additional charge.

Microsoft can add support for new products or discontinue support for existing products. There may be cases where a customer’s implementation of Microsoft products cannot be effectively supported. As part of providing the support services, Microsoft will notify the customer if Microsoft reaches that conclusion. If the customer does not modify the implementation to make it effectively supportable within 30 days after the notice, Microsoft will not be obligated to provide additional support services for that implementation, however Microsoft will continue to provide support for the customers other supportable implementations covered by these term and conditions.

An assisted break-fix support request, also known as an incident, is defined as a single support issue and the reasonable effort needed to resolve it. A single support issue is a problem that cannot be broken down into subordinate issues. If a problem consists of subordinate issues, each shall be considered a separate incident. In certain situations, we may provide customers with a modification to the commercially available Microsoft product software code to address specific critical problems ("Hotfix(es)") in response to an assisted break-fix support request. Hotfixes are designed to address customers' specific problems and are not regression tested. Except as otherwise provided herein, Hotfixes may not be distributed to unaffiliated third parties without Microsoft’s express written consent.
Products available through Volume Licensing and that are currently in Mainstream Support as set forth in Microsoft's Support Lifecycle Policy are eligible for 24x7 Problem Resolution Support. Product eligibility for phone support is tied to availability of Software Assurance offering for that product. For products where no Software Assurance option is available for the server but for the CALs, SA spend for their CALs count for incidents to be used for other eligible products as stated below in section Phone Support Incidents Awards. Refer to the specific section for that product in this document to consult the service and support policy. Prior versions of products that are currently in Mainstream Support that customers choose to use in lieu of the current licensed version are also eligible. Developer Edition of all servers, HED products and products that give customers MSDN as their SA benefit are excluded.
Microsoft may use any technical information it derives from providing services related to its products for problem resolution, troubleshooting, product functionality enhancements and fixes, for Microsoft’s knowledge base. Microsoft agrees not to identify the customer or disclose any of customer’s confidential information in any item in the knowledge base. Microsoft is not obligated to restrict the future work assignments of people who have had access to the customer’s confidential information. In addition, the customer, Microsoft and these people are free to use the information that these people remember related to information technology, including ideas, concepts, know-how, or techniques, so long as confidential information of the other party is not disclosed in the course of such use.
The customer’s right to use any fixes Microsoft may provide in the course of performing services is governed by the license agreement for the affected product or, if the fix is not provided for a specific product, any other use terms Microsoft provides. All fixes provided are licensed to the customer.
Support can be initiated through submitting incidents either electronically via the Web or by Phone. Different provisions apply to each type of medium. 24x7 Problem Resolution Support awards customers with a number of incidents and contacts to initiate such incidents as described below.
Phone Support Incident Awards
The number of permitted phone support incidents varies by customer based upon their SA spend and payment option. For these purposes, “SA spend” is not literally the customer’s actual dollars spent. Instead it is an approximation of what a customer has spent on Software Assurance coverage for those products. For customers under subscription programs, it is an approximation of the total dollars the customer has spent licensing those products under its enrollment or agreement. The complimentary incident is awarded under Enterprise and Select enrollment, Select Plus registration, and Open Value agreement with SA coverage on at least one qualifying Server software product.
Currency Name Currency Code SERVER / CAL
Incident Award Increments
IW / Client
Incident Award Increments
US Dollar USD $20,000 $200,000
Australian Dollar AUD 30,000 300,000
Canadian Dollar CAD 27,000 270,000
Swiss Franc CHF S Fr. 33,000 S Fr. 330,000
China Renminbi CNY CRC 165,000 CRC 1,650,000
Danish Krone DKK kr 160,000 kr 1,600,000
EURO EUR 21,500 215,000
UK Pound GBP £13,500 £135,000
Japanese Yen JPY JPY 2,400,000 JPY 24,000,000
Korean Won KRW KWD 24,000,000 KWD 240,000,000
Norwegian Krone NOK kr 165,000 kr 1,650,000
New Zealand Dollar NZD 35,000 350,000
Swedish Krona SEK kr 200,000 kr 2,000,000
New Taiwan Dollar TWD NTD 700,000 NTD 7,000,000
India Rupee INR INR 1,000,000 INR 10,000,000
Russian Ruble RUB RUB 660,000 RUB 6,600,000
SA-spend-based incidents are earned based on server and desktop SA spend under a qualifying Select or Enterprise enrollment, Select Plus registration, Open Value Agreement or Open License Authorization number. For approximately each $20,000 of Server and CAL SA spend, we will award one incident. For approximately each $200,000 of SA spend in the Systems and Applications Pools, we will award one incident. The table below shows the approximate currency equivalents for SA-spend-based awards for agreements based in currencies other than USD. Due to the fluctuation of exchange rates, this table is subject to change.
Incidents are allotted over the term of the Software Assurance coverage based on the payment option. Agreements that reflect spread payments will lead to incidents awarded over the term; agreements that reflect lump sum payments will be awarded upfront. Purchases made after the initial order will trigger recalculation of the incidents awarded and the annual allotment. Phone Support Incidents that have not been used will expire at the expiration of Software Assurance coverage. Phone Support Incidents may not be transferred between enrollments or agreements.
Access to local phone support is available during business hours*(1). After-hours phone support may be provided through regional and international support centers. After-hours phone support can only be used to initiate business critical support requests. Business hours are determined on a region by region basis. Customers' Microsoft representatives can provide the defined business hours in the customers' region or country. Phone support assistance is not available in all languages in all regions.
*(1) Business Hour Variations by Region
Americas M-F 6AM-6PM (PST)
EMEA M-F 8AM-6PM (GMT)
Australia/New Zealand M-F 7AM-6PM
Japan M-F 9:30AM-7PM
Asia M-F 9AM-6PM
Web-based Incidents
Customers (other than Academic Select License, Select Plus for Academic, Academic Open License, Campus and School Agreement, Open Value Subscription – Education Solutions, and Open License) with Standard and Enterprise Editions of server software products covered with Software Assurance have access to electronic web-based Problem Resolution Support services on an as needed basis. Access to the electronic support sites is available 24 hours per day, 7 days a week, though responses will occur during Business Hours. As such, Web-based Incidents should not be initiated for business critical situations requiring more immediate assistance. Refer to Business Hour Variations by Region in above section "Phone Support Incident Awards".
Incidents initiated via Phone will count against the available phone incident balance upon resolution. Incidents initiated via the Web are on an as-needed basis and will be conducted via the Web, email, and other electronic means. Incidents initiated via the Web then converted to phone resolution by the customer will count against the available phone incident balance upon resolution. Incidents initiated via the Web then followed up via phone by Microsoft will not count against the available phone incident balance if resolution continues on Web, email and other electronic means.
Software Assurance is required for both server software and related CALs for Web Support incidents. Customers may only submit web-based Problem Resolution Support requests on those licensed copies of server software covered with Software Assurance.
Web Support incidents are not transferable across licenses. Please consult the product use rights for further details on assigning or reassigning licenses to physical servers.
Support Contacts
The number of permitted support contacts varies by Volume Licensing program and number of licenses covered under Software Assurance, as shown below. Contacts must be named individuals and can include individuals from outside the customer's organization. However, an organization, department or group name may not be listed as a contact.
Benefits Open
License
Open
Value(1)
Select License/Select Plus/EA Level Select License/Select Plus /EA Level Select License/Select Plus /EA Level Select License/Select Plus /EA Level
# of Problem Resolution
Phone Support Contacts
As Needed As Needed As Needed As Needed As Needed As Needed
# of Authorized Web
Support Contacts
NA 1 2 4 8 16
Service Level for Software Assurance Customers
Requests for support may be submitted via telephone or electronically by a customer's designated contacts, except for Severity A and B which must be submitted via telephone as set forth below.
Customers are responsible for setting the initial severity level in consultation with us and can request a change in severity level at any time. The incident severity will determine the response levels within Microsoft and estimated response times and customers' responsibilities are defined in the following table:
Severity Situation Our Expected Response Customer's Expected Response
A
Submission
via phone
  • Critical business impact:
  • Customer's business has significant loss or degradation of services
  • 1st call response in 2 hour or less based on support offering
  • Microsoft Resources at customer site as required.
  • Continuous effort on a 24x7 basis
  • Notification of Senior Managers at Microsoft based on support offering
  • Allocation of appropriate resources to sustain continuous effort on a 24x7 basis(2)
  • Rapid access and response from change control authority
  • Management notification
B
Submission
via phone
  • Moderate business impact:
  • Customer's business has moderate loss or degradation of services but work can reasonably continue in an impaired manner.
  • 1st call response in 4 hours or less based on support offering
  • Effort during Business(1) Hours only
  • Allocation of appropriate resources to sustain Business Hours continuous effort
  • Access and response from change control authority within 4 Business Hours
C
Submission
via phone
or web
  • Minimum business impact:
  • Customer's business is substantially functioning with minor or no impediments of services.
  • 1st response in one business day or less based on support offering
  • Effort during Business Hours only
  • Accurate contact information on case owner
  • Responsive within one business day.
(1) Contact Microsoft representative for local business hours.
(2) We may need to downgrade the severity level if customer is not able to provide adequate resources or responses to enable us to continue with problem resolution efforts.
Customers may be required to perform problem determination and resolution activities as requested by us. Problem determination and resolution activities may include performing network traces, capturing error messages, collecting configuration information, changing product configurations, installing new versions of software or new components, or modifying processes.
Customers are responsible for implementing the procedures necessary to safeguard the integrity and security of their software and data from unauthorized access and to reconstruct lost or altered files resulting from catastrophic failures.
This support benefit is tied to SA investment, not to version. Customers can acquire the latest version in order to use an older version with downgrade rights, but are eligible for support for that product only if it is listed as a supported product on the Microsoft product lifecycle Website. The current Microsoft product lifecycle Website is located at http://support.microsoft.com/common/international.aspx?rdpath=dm;en-us;lifecycle
Conversion of Software Assurance 24x7 Problem Resolution Support Incidents to Premier Support Services
Customers may elect to convert Software Assurance 24x7 Problem Resolution Support Incidents (SA PRS Incidents, or “SAB”) to:
  • Premier Problem Resolution Support (PRS) hours
  • Dedicated Support Engineer (DSE) hours

These services are for use consistent with their Premier service plan at the time of transfer. The conversion is based on a local rate calculation that will be provided by their Premier Account Team. Customers may be required to purchase additional Support Account Management hours before converting SA PRS incidents. SA PRS incidents that are converted to Premier are considered Premier Problem Resolution Support hours and are subject to the Premier Services Description. Once converted, incidents cannot be returned to a customer’s SA allowance.

Additional business provisions:
SA spend may not be combined across Select or Enterprise enrollments Select Plus registrations, or Open Value Agreements to qualify for additional awards. Spending within each enrollment or agreement will be used to determine the award for that enrollment or agreement.
Reduction of SA Spend as a result of returns and other billing adjustments, where allowed, may result in the loss of Support eligibility or Phone incident awards during the present or future award periods.
Unlimited 24x7 Problem Resolution Support
This benefit is only available through (1) the Enrollment for Application Platform (EAP) to an Enterprise Agreement and/or (2) with the purchase of licenses for Parallel Data Warehouse (PDW) through EA, EAP, Select Plus orand Select.

Customers who have an EAP with an minimum annual average SA spend of $250,000 on total of qualifying Application Platform products and who have an active Premier Services Agreement are eligible for Unlimited 24x7 Problem Resolution Support (PRS) incidents. Products listed below, that are currently in Mainstream or Extended Support as set forth in Microsoft's Support Lifecycle Policy in line with a customer’s Premier contract, are included in this benefit.

The qualifying Application Platform products are:
  • SQL CAL
  • SQL Server Standard
  • SQL Server Standard Per Core / Per Processor
  • SQL Server Enterprise
  • SQL Server Enterprise Per Core / Per Processor
  • SQL Servuer Business Intelligence
  • SQL Server Datacenter Per Processor
  • BizTalk Server Standard Per Processor
  • BizTalk Server Enterprise Per Processor
  • BizTalk Server Branch Per Processor
  • Office SharePoint Server
  • SharePoint Internet
  • FAST for SharePoint / SharePoint Internet
The table below lists the SA spend threshold conversions for agreements based in currencies other than USD. Due to the fluctuation of exchange rates, this table is subject to change without notice.

Currency Currency Code Minimum Annual Average SA spend to qualify for Unlimited 24x7 PRS
US Dollar USD 250,000
Australian Dollar AUD 375,000
Canadian Dollar CAD 337,500
Swiss Franc CHF 412,500
China Renminbi CNY 2,062,500
Danish Krone DKK 2,000,000
EURO EUR 268,750
UK Pound GBP 168,750
Japanese Yen JPY 30,000,000
Korean Won KRW 300,000,000
Norwegian Krone NOK 2,062,500
New Zealand Dollar NZD 437,500
Swedish Krona SEK 2,500,000
New Taiwan Dollar TWD 8,750,000
India Rupee INR 12,500,000
Russian Ruble RUB 8,250,000
When committed annual average SA spend on qualifying Application Platform products eligible for Unlimited 24x7 PRS is higher than $250,000, Microsoft will not award incidents based on actual SAl spend on these products. If a customer becomes eligible for Unlimited 24x7 PRS midstream, any incident previously awarded based on SA spend and not consumed will be subtracted from customer’s balance. Unlimited 24x7 PRS incidents cannot be converted to Premier Problem Resolution Support hours or incidents.

Customers who have Application Platform Agreements (APA) with an effective date prior to July 1st 2009 with an annual average SA spend on qualifying Application Platform products higher than $250,000 and who have an active Premier Services Agreement will become eligible for Unlimited 24x7 PRS upon the first anniversary of the APA effective date.

(2) Customers who acquire licenses for PDW and have an active Premier Services Agreement are eligible for Unlimited 24x7 PRS incidents.

When customers purchase licenses for PDW, Microsoft will not award incidents based on actual SA spend on this product. Unlimited 24x7 PRS incidents cannot be converted to Premier Problem Resolution Support hours or incidents.

While the number of 24x7 PRS incidents awarded is not determined by the SA spend, the number of permitted support contacts to manage Unlimited 24x7 PRS does vary by size of the SA spend. All eligible customers are entitled to at least four authorized contacts plus one additional contact per every additional $125,000 of SA spend under their EAP or VL program (s) under which they purchased licenses for PDW. For agreements in foreign currencies, eligible customers are entitled to at least four authorized contacts plus one additional contact for each incremental SA spend amount equivalent to $125,000 ofannual average SA spend in the applicable foreign currency. See table below:

The following table applies to customers who have an EAP or APA:
Annual Average SA spend Permitted support contacts
$250,000 - $374,999 4
$375,000 - $499,999 5
$500,000 - $624,999 6
$625,000 - $749,999 7
$750,000 - $874,999 8
The following table applies to customers who have licenses for PDW:

Annual Average SA spend Permitted support contacts
$0 - $374,999 4
$375,000 - $499,999 5
$500,000 - $624,999 6
$625,000 - $749,999 7
$750,000 - $874,999 8
Requests for support should be initiated via telephone or web by a customer’s designated contact and should follow the procedure described in customer’s Premier Services Agreement. The Unlimited 24x7 PRS benefit only includes Problem Resolution Services. Any time spent by the Technical Account Manager (TAM) or the Designated Support Engineer (DSE) on the resolution of the incident will be accounted for under the customer’s Premier Services Agreement.
System Center Advisor
Customers with active Software Assurance coverage for software licenses for the editions of Windows Server, SQL Server, Exchange Server, and SharePoint Server identified in the table below are eligible to use System Center Advisor as set forth in the Product Use Rights.

Qualifying Server Software*
Windows Server SQL Server Exchange Server SharePoint Server Lync Server
Windows Server Datacenter SQL Server Parallel Data Warehouse Exchange Small Business Server SharePoint for Internet Sites Server Enterprise Lync Server 2010 Enterprise Edition
Windows Server Enterprise SQL Server Datacenter Exchange Server Enterprise SharePoint for Internet Sites Server Standard Lync Server 2010 Standard Edition
Windows Server Standard SQL Server Enterprise Exchange Server Standard SharePoint Server
Windows Small Business Server Premium Add-on SQL Server Standard
Windows Small Business Server Standard SQL Server Workgroup
Windows Small Business Server Essentials SQL Server Small Business
Windows Web Server SQL Server Web
Windows HPC Server Suite SQL Server Developer
Windows Server HPC Edition SQL Server Business Intelligence
Core Infrastructure Server Suite Datacenter
Core Infrastructure Server Suite Enterprise
Core Infrastructure Server Suite Standard
*Software Assurance coverage for CALs for Qualifying Server Software does not qualify customers for the System Center Advisor Software Assurance benefit. Customers must have coverage on the software licenses under which the Qualifying Server Software is run.
Cold Back-up for Disaster Recovery
Customers with Software Assurance for qualifying server products and related CALs are eligible for complimentary server licenses for those products for disaster recovery (DR) purposes.
For each qualifying server license (i) a customer has enrolled in SA and (ii) for which the customer has all related CALs (if required by the product) enrolled in SA, the customer will be deemed to have a second server license under which it may deploy the same product on a "cold" back-up server solely for DR purposes during the term of its Software Assurance coverage. Customers' deployment and use of software under the DR licenses is subject to the terms and conditions of their license agreement
TechNet SA Subscription Services
Customers with Software Assurance for qualifying products within server pool are eligible for TechNet SA Subscription Services support during the term of their Software Assurance coverage. This provides IT professionals with answers to technical questions from industry colleagues. Microsoft support professionals monitor the newsgroups to help ensure accuracy. Eligible customers are given User IDs that provide access to the online services.
Product Pool Open License, Open Value Subscription – Education Solutions, Open Value and Academic with SAM Select/Select Plus/EA
Server Pool 1 User ID per
Server License
(once 5 Server SA
requirement is met)
1 User ID per
Server License


Product Pool Open Value SAM 250-2,399 * SAM 2,400-5,999* SAM 6,000-14,999* SAM 15,000+* Academic Select/Select Plus for Academic/Open with SAM
Application Pool 1 User ID per agreement 2 User IDs per Eligible Enrollment 5 User IDs per Eligible Enrollment 10 User IDs per Eligible Enrollment 20 User IDs per Eligible Enrollment 1 User ID per enrollment/agreement
Systems Pool 1 User ID per agreement 2 User IDs per enrollment 3 User IDs per Eligible Enrollment 5 User IDs per Eligible Enrollment 10 User IDs per Eligible Enrollment 1 User ID per enrollment/agreement
Each User ID entitles an individual to register and obtain access to the Subscriber-only online services site, including but not limited to: Online Concierge Chat, Managed Newsgroups, and premium content.
Open License, Open Value, Open Value Subscription – Education Solutions, Academic Select License, and Select Plus for Academic customers must acquire Software Assurance for a minimum of five server licenses for qualifying products to be eligible for this benefit.
Customers’ use of TechNet SA Subscription Services software is subject to the terms and conditions of their license agreement.
TechNet Plus Direct
Customers with Software Assurance for qualifying products within server pool are eligible for a TechNet Plus Direct Subscription during the term of their Software Assurance coverage. This provides IT professionals with access to TechNet Plus Direct content that includes the Microsoft Knowledge Base, technical training, downloads, security patches, service packs, and how-to articles. In addition, customers will also receive the following benefits:
Access to download full-version software licensed for evaluation purposes; includes Microsoft operating systems, servers, and Office System software.
Access to download Beta software - pre-release versions of Microsoft software
Two (2) complimentary technical support incidents per year and a 20% discount on additional phone support incidents a customer purchases.
Unlimited Managed Newsgroup Support and Online Concierge service.
Eligible customers are provided one subscription per qualifying enrollment as shown below:
Product Open License Open Value Acadmic Select (other than Academic) /Select Plus (other than Academic)/EA
Server Licenses N/A 1 subscription per enrollment 1 subscription per enrollment 1 subscription per enrollment
* If customer has active SA coverage on five server software licenses
Customers’ use of TechNet Plus Direct software, pre-release, and evaluation software is subject to the terms and conditions of their license agreement.
Full version software licensed is non-time bombed and is for evaluation purposes only – it is not for use in production environments.
SA customers have rights to share the technical content within the organization such as knowledge base, technical training, downloads, service packs, and security patches. However, the following benefits are unique to the primary subscriber and cannot be shared: full version software for evaluation purposes; beta software, technical support incidents and discount, managed newsgroup and online concierge and other premium services available through the TechNet Plus Direct Only Services Web site.
Not all TechNet Plus Direct services and benefits are available in every country/region.
Please visit http://www.microsoft.com/technet/subscription for more information on availability by country/region. Customers' right to use TechNet Plus Direct software, pre-release software and evaluation software expires upon expiration of their Software Assurance coverage.
Customers' right to use TechNet Plus Direct software, pre-release software and evaluation software expires upon expiration of their Software Assurance coverage.
License Mobility through Software Assurance
License Mobility through Software Assurance lets you move certain on-premise licenses covered by Software Assurance to third party shared servers.

All Products that are currently eligible for “License Mobility within Server Farms” as defined in the Product Use Rights (PUR) and covered by Software Assurance are eligible for License Mobility through Software Assurance. In addition, the following Products are also eligible for License Mobility through Software Assurance:
  • SQL Server Standard -- Per Processor and Server/CAL (processor and server licenses only) with Software Assurance
  • System Center – all Server Management Licenses (MLs), including SMSE and SMSD with Software Assurance, and System Center 2012 Standard and Datacenter with Software Assurance


To use License Mobility through Software Assurance, customers must:
  • Maintain Software Assurance coverage for the licenses under which they run software or manage operating system environments on shared third party servers as well as all of the corresponding CALs, External Connector licenses and management licenses;
  • Deploy their licenses only with qualified License Mobility through Software Assurance Partners. A list of qualified License Mobility through Software Assurance Partners is available at http://www.microsoft.com/licensing/software-assurance/license-mobility; and
  • Complete and submit the License Mobility Validation form with each License Mobility through Software Assurance Partner who will run customers’ licensed software on partners’ shared servers. The License Mobility Validation form will be made available to customers by the qualified License Mobility through Software Assurance Partner.


Customers’ rights to run licensed software and manage OSEs on shared third party servers expires with the expiration of the Software Assurance coverage on those licenses or their corresponding access or management licenses.
Windows Thin PC
Volume Licensing customers with active Software Assurance coverage for the Windows desktop operating system, or active licenses for VDA or Windows Intune (Per Device) are eligible for this benefit. Customers accessing this benefit under VDA must have a qualifying OS installed on their licensed device per the Qualifying Operating Systems table under the Product Notes, Systems Pool section of this document

Windows Thin PC is a smaller footprint Windows-based OS solution designed for customers that would like to repurpose their existing Windows 8 capable PCs to connect to a centralized desktop without having to buy new thin client hardware. Eligible customers may use Windows Thin PC in place of instances of Windows desktop operating system that they are permitted to use under their Windows Software Assurance coverage, Windows Intune (Per Device) or Windows VDA licenses. Customers’ use of Windows Thin PC is subject to the terms and conditions of their license agreement.
Extended Hotfix Support
Extended Hotfix Support is available to the following customers:
  • Customers (other than Academic Select, Select Plus for Academic, and Campus and School Agreement, and Open Value Subscription – Education Solutions customers) with Software Assurance Membership coverage for Applications Pool qualify for Extended Hotfix Support for Application pool products.
  • Customers (other than Academic Select, Select Plus for Academic, and Campus and School Agreement, and Open Value Subscription – Education Solutions customers) with Software Assurance Membership coverage for Systems pool qualify for Extended Hotfix Support for Windows desktop operating system
  • Customers with active subscriptions for Windows Intune (Per Device) qualify for Extended Hotfix Support for Windows desktop operating system
  • Customers (other than Academic) with Software Assurance on at least one server product qualify for Extended Hotfix Support for Server products. The following server products are covered: Microsoft Exchange Server, Microsoft SQL Server, System Center 2012, and Windows Server.
Extended Hotfix Support is a benefit for older software versions that have transitioned from Mainstream to Extended Support. The annual fees normally charged as part of an Extended Support contract are now waived during the term of their Software Assurance coverage for customers eligible for this Software Assurance benefit. Customers eligible for this benefit do not need to sign-up within a 90 day period of a product's transition to Extended Support.
Customers are still responsible for the fees for individual Hotfixes. A Premier or Essential Support agreement is a pre-requisite for eligibility.
Microsoft Desktop Optimization Pack for Software Assurance
Microsoft Desktop Optimization Pack for Software Assurance (MDOP) is an optional purchase available only to those customers who have the following:
  • Active Software Assurance for their Windows desktop operating system licenses
  • Active subscriptions for Windows Virtual Desktop Access, or
  • Active subscriptions for Windows Intune (Per Device), or
  • Active subscriptions for Windows Companion Subscription License
To receive more information about this product please refer to Product Notes in the systems pool section of this document.
Virtualization Rights for Windows Licensed Desktops
Volume Licensing customers have some flexibility in how they can deploy Windows 7 in their organizations. As a benefit of Software Assurance coverage for Windows desktops, customers may leverage virtualization use rights. This use right allows running the software in up to four local virtual machines. While a customer’s right to use Windows 7 Enterprise may survive the expiration of their Software Assurance coverage, the Virtualization Use Right does not. For further use right details, please refer to the Product Use Rights document.

  • Active Software Assurance for their Windows desktop operating system licenses
  • Online Services benefit accompanying Windows Intune (Per Device) purchases
  • Active subscriptions for Windows Intune (Per Device)
This use right allows running the software in up to four local virtual machines. While a customer’s right to use Windows 7 Enterprise may survive the expiration of their Software Assurance coverage, the Virtualization Use Right does not. For further use right details, please refer to the Product Use Rights document.
Windows Virtual Desktop Access (VDA)
Windows VDA rights are available to customers with Software Assurance for Windows desktop operating system and customers licensed for Windows Intune (Per Device). They are also available and as a separate subscription license. Windows VDA benefits customers who would like to deploy Windows using thin client devices (typically pre-installed with an embedded operating system). The VDA subscription license provides customers the right to run the latest version of the Windows desktop operating system made available during the term of their subscription.
For more information about VDA please refer to the Product Use Rights document.
Step-up License Availability*
Customers may migrate from a lower level edition to a higher level edition of certain products with a Step-Up License. Customers must have a license with active upgrade protection coverage (e.g., Software Assurance, Upgrade Advantage, or Enterprise Agreement) for the qualifying product in order to acquire a Step-Up License. The Step-Up License must be acquired, and is valid only when acquired, under the same Volume Licensing Program agreement and enrollment (if any), under which upgrade protection coverage for the qualifying product was originally acquired. The customer's right to the use of software under a Step-Up license is conditioned on their having and retaining a License for the qualifying product. Customers cannot transfer the License for the qualifying product separately from the Step-Up license. Customers' perpetual rights under the Step-Up License supersede and replace the underlying license for the qualifying product. For more details, please see the Enterprise Edition Step-up License Volume Licensing Brief: www.microsoft.com/licensing
Step-up from Step-up to
BizTalk® Server Branch BizTalk® Server Standard
BizTalk® Server Branch BizTalk® Server Enterprise
BizTalk® Server Standard BizTalk® Server Enterprise
Commerce Server Standard Commerce Server Enterprise
Core CAL Suite Enterprise CAL Suite
Core CAL Suite Bridge for Office 365 Enterprise CAL Suite Bridge for Office 365
Core CAL Suite Bridge for Windows Intune (Per Device) Enterprise CAL Suite Bridge for Windows Intune (Per Device)
Core CAL Suite Bridge for Office 365 and Windows Intune (Per Device) Enterprise CAL Suite Bridge for Office 365 and Windows Intune (Per Device)
Core Infrastructure Server Suite Standard Core Infrastructure Server Suite Enterprise
Desktop Education w/ Core CAL Desktop Education w/ ECAL
Desktop School w/ Core CAL Desktop School w/ ECAL
Exchange Server Standard Exchange Server Enterprise
Forefront TMG Standard Forefront TMG Enterprise
Internet Security & Acceleration (ISA) Standard Server Internet Security & Acceleration (ISA) Enterprise Server Edition
Lync Server 2010 Standard Lync Server 2010 Enterprise
Microsoft Dynamics CRM Workgroup Server 2011 Microsoft Dynamics CRM Server 2011
Office Standard Office Professional Plus
Professional Desktop Enterprise Desktop
Professional Desktop with Microsoft Desktop Optimization Pack Enterprise Desktop with Microsoft Desktop Optimization Pack
Project Standard Project Professional
SharePoint™ Server 2010 for Internet Sites Standard SharePoint™ Server 2010 for Internet Sites Enterprise
SQL Server ™ Standard Core SQL Server ™ Enterprise Core
SQL Server ™ Standard SQL Server ™ Business Intelligence
System Center 2012 Standard System Center 2012 Datacenter
Visio® Standard Visio® Professional
Visual Studio Professional with MSDN Visual Studio Premium with MSDN
Visual Studio Premium with MSDN Visual Studio Ultimate with MSDN
Visual Studio Test Professional with MSDN Visual Studio Ultimate with MSDN
Windows Server 2008 Standard Windows Server 2008 Datacenter
*Note: The list of products for which Step-up Licenses are available is subject to change.

SECTION 8 - Services

Customer's right to use of any Services purchased from this Product List are governed by (1) customer’s volume licensing agreement, and (2) any master-level Microsoft Services agreement customer may have in place at the time of purchase. In the event of a conflict, the most current Services agreement controls. If customer’s volume license agreement or customer’s master-level Services terms do not contain Services Ownership and License language, then the Use, ownership, and license rights set forth in the Additional Services Terms and Conditions below apply. If customer has no current master-level Services agreement with Microsoft, then all of the Additional Services Terms and Conditions below apply.

A detailed description of any Services customers may purchase the right to are provided in the sections below.

Availability of the following offerings varies by region and Volume Licensing Program. Some offerings may be unavailable to Government customers with certain limited exceptions on a pilot basis. Customers should contact their reseller or Microsoft Account Manager for information pertaining to the availability of a particular offering.

Microsoft Premier Support Offerings
Area 1 Premier Core Premier Foundation Premier Standard Premier Plus
Support Account Management
Account Profiling & Reporting Monthly Monthly Monthly Monthly
Support Assistance (Hours annually allocated) Up to 10 hours Up to 10 hours
+ 1 Health Check
+ 1 Workshop
Up to 120 hours Up to 160 Hours
Problem Resolution Support (PRS) (annually allocated) Up to 40 hours Up to 30 hours Up to 80 hours Up to 140 Hours
24x7 Critical Situation Escalation Management (Severity Level 1)
Rapid Onsite Support
Proactive Information Services
Microsoft Premier Online
Add-On Hours Packs of 20 Packs of 20 Packs of 20 Packs of 20
1 Business Hours are defined locally.

Support Account Management helps to build and maintain relationships with customer’s management and service delivery staff and helps customers arrange each element of the customer’s service plan to meet business requirements.
Support Assistance provides short-term advice and guidance (based on available Microsoft resources) for problems not covered with Problem Resolution Support, including assistance with design, development and deployment issues.
Problem Resolution Support provides assistance for problems with specific symptoms encountered while using Microsoft products, where there is a reasonable expectation that the problem is caused by Microsoft products.
Severity Situation Our Expected Response Customer's Expected Response
1. Submission via phone only
  • Catastrophic business impact:
  • Complete loss of a core (mission critical) business process and work cannot reasonably continue
  • Needs immediate attention
  • 1st call response in 1 hour or less
  • Our Resources at customer site as soon as possible.
  • Continuous effort on a 24x7 basis
  • Rapid Escalation within Microsoft to Product teams
  • Notification of Microsoft's Senior Executives
  • Notification of customer Senior executives
  • Allocation of appropriate resources to sustain continuous effort on a 24x7 basis2
  • Rapid access and response from change control authority
A Submission via phone only
  • Critical business impact:
  • Significant loss or degradation of services
  • Needs attention within 1hour
  • 1st call response in 1 hour or less
  • Our Resources at customer site as required.
  • Continuous effort on a 24x7 basis
  • Notification of Microsoft's Senior Managers
  • Allocation of appropriate resources to sustain continuous effort on a 24x7 basis2
  • Rapid access and response from change control authority
  • Management notification
B Submission via phone or web
  • Moderate business impact:
  • Moderate loss or degradation of services but work can reasonably continue in an impaired manner.
  • Needs attention within 2 Business Hours1
  • 1st call response in 2 hours or less
  • Effort during Business Hours1 only
  • Allocation of appropriate resources to sustain Business Hours1 continuous effort
  • Access and response from change control authority within 4 Business Hours1
C Submission via phone or web
  • Minimum business impact:
  • Substantially functioning with minor or no impediments of services.
  • Needs attention within 4 Business Hours1
  • 1st call response in 4 hours or less
  • Effort during Business Hours1 only
  • Accurate contact information on case owner
  • Responsive within 24 hours.
1 Business Hours are defined locally.
2 We may need to downgrade the severity level if customer is not able to provide adequate resources or responses to enable Us to continue with problem resolution efforts.

Information Services include access to the Premier online website and regularly scheduled support webcasts led by Microsoft program managers, developers and professionals providing key information regarding Microsoft technology.
Add-On hours can be used for Support Assistance or Problem Resolution Support.
Associated Business Rules. All Services provide support for commercially released, generally available Microsoft Products (unless specifically excluded on the Microsoft Premier On-Line Web site or the Microsoft Support Lifecycle Web site). Services will generally be charged on an hourly basis, provided remotely, and in English (unless another language is available). Services will be provided in the country in which the VL agreement is signed. On-Site visits are not pre-paid and are subject to resource availability. All Services not consumed on an annual basis will be forfeited. Upon customer request, we may access customer’s system via remote dial-in to analyze problems. Customer must have access to the Internet in order to take advantage of Internet-based services.

Microsoft Windows Azure Support Offerings
Unless otherwise specified below, the Windows Azure support Services are available for Windows Azure.

The Services will be delivered by the Windows Azure Support team, which is comprised of Windows Azure specialists who will respond to a customer’s support requests for Windows Azure. Customers receive an elevated support experience with support available 24 hours/day, 7 days/week.

“Incident” means an assisted break-fix support request for a Single Support Issue. “Single Support Issue” means a problem that cannot be broken down into subordinate issues. If a problem consists of subordinate issues, each will be considered a separate Incident. Incidents include the commercially reasonable amount of services necessary to troubleshoot and help resolve the support issue. Incidents may be submitted through the online assisted support website on www.windowsazure.com.

The Services will be provided in the English language unless otherwise agreed to by a customer and Microsoft in writing. Additional services, including technical support services, may be available for Windows Azure pursuant to a separate agreement entered into between the parties. Those additional services will be governed by the terms of that separate agreement.

Professional Direct Support for Windows Azure
Customers are responsible for setting the initial severity level in consultation with Microsoft, but customers may request a change in severity level at any time. The incident severity will determine the response levels within Microsoft and estimated response times are defined in the following table. Our ability to deliver the services depends upon the customer’s full and timely cooperation, as well as the accuracy and completeness of any information the customer provides.
Severity Contact Customer’s Situation Expected Microsoft Response
1 Submission via web Catastrophic business impact: Complete loss of a core (mission critical) business process and work cannot reasonably continue Needs immediate attention 1st response in 1 Hour or less
A Submission via web Critical business impact: Significant loss or degradation of services (application down) Needs attention with 1 hour 1st response in 1 Hour or less
B Submission via web Moderate business impact: Moderate loss or degradation of services but work can reasonably continue in an impaired manner. Needs attention within 2 Hours 1st response in 2 Hours or less
C Submission via web Minimum business impact: Substantially functioning with minor or no impediments of services. Needs attention within 4 Hours 1st response in 4 Hours or less
Additional Escalation Services. In addition to the Services described above, Professional Direct Support for Windows Azure customers receive help coordinating the support and services relationship for Windows Azure. These services are delivered by a pool of services personnel (“Escalation Agents”). The Escalation Agents are the customer’s advocates within Microsoft and facilitate coordination with teams that can provide the technical support available for the Online Services. The Escalation Agents also serve as the point of information delivery and provide customer feedback regarding the Services to other Microsoft groups. The Escalation Agents may also provide the following additional Services:

  1. Planning and Resource Facilitation. At the commencement of this Agreement, Microsoft offers an orientation session to customer management and staff via teleconference. The purpose of this meeting is to discuss the support Services available and to answer any questions so that the customer may plan its use of the Services.
  2. Escalation Management. An Escalation Agent will provide the customer with technical support escalation management services for Windows Azure.
Escalation Services are provided during 9.00 am and 5.00 pm Local Time, Monday to Friday, excluding weekends and holidays.

Other Information Services and Benefits. Information Services provide with technical information about Windows Azure and support tools that help customers implement and operate Windows Azure in a more efficient and effective manner. Information Services includes the following:
  1. Professional Direct Support for Windows Azure exclusive content. Customers will be granted access to exclusive Windows Azure content including, but not limited to, online publications related to architectural and deployment best practice guides, archived training content, notifications of upcoming Webinars and other general information about Windows azure.
  2. Webinars. Webinars are regularly scheduled discussions led by Our professionals covering key areas of Microsoft Online Services. Example topics may include, but are not limited to, “Getting Started” with Windows Azure, New Feature Briefings, and “Ask the Experts” Q&A.
  3. Additional Advisory Services performed by Escalation Agents
    • Referrals to top online resources. An Escalation Agent will provide customers with recommendations, including directions on how to access self-service resources currently available to help answer “how to” questions on common Windows Azure services and features.
    • Basic incident trending. An Escalation Agent will help detect and assess root cause of common support requests submitted by customers, providing suggestions on how to mitigate such support issues in the future.
    • Windows Azure Optimization Reports. An Escalation Agent will provide regular reports to help identify potential security risks and opportunities for optimization.

Standard Support for Windows Azure
Microsoft will default the initial severity level of all submitted Incidents to Severity C, but the customer can request a change in severity level at any time. The incident severity will determine the response levels within Microsoft and estimated response times, as set forth in the table below. Our ability to deliver the services depends upon the customer’s full and timely cooperation, as well as the accuracy and completeness of any information the customer provides.
Severity Contact Customer’s Situation Expected Microsoft Response
A Submission via web Critical business impact: Significant loss or degradation of services (application down) Needs attention with 2 hours 1st response in 2 Hours or less
B Submission via web Moderate business impact: Moderate loss or degradation of services but work can reasonably continue in an impaired manner. Needs attention within 4 Hours 1st response in 4 Hours or less
C Submission via web Minimum business impact: Substantially functioning with minor or no impediments of services. Needs attention within 8 Hours 1st response in 8 Hours or less

Customers can elect to receive a callback from Microsoft on up to 3 incidents per month. Otherwise, the Windows Azure Support team will troubleshoot and help resolve the incident via online channels (e.g. email or Windows Azure portal).

Developer Support for Windows Azure
Microsoft will default the initial severity level of all submitted Incidents to Severity C, but the customer can request a change in severity level at any time. The incident severity will determine the response levels within Microsoft and estimated response times, as set forth in the table below. Our ability to deliver the services depends upon your full and timely cooperation, as well as the accuracy and completeness of any information the customer provides.
Severity Contact Customer’s Situation Expected Microsoft Response
C (All cases will default to C Submission via web Minimum business impact: Substantially functioning with minor or no impediments of services. Needs attention within 8 hours 1st response in 8 Hours or less
The Windows Azure Support team works with customers to troubleshoot and help resolve Incidents via online channels (e.g., email or Windows Azure portal). The Windows Azure Support team may contact the customer at the phone number provided by the customer if necessary to resolve an Incident.

Microsoft Enterprise Strategy Program Offerings.
Enterprise Strategy Program Overview
The Enterprise Strategy Program for the Microsoft Enterprise Agreement provides customers with advice from a Microsoft Enterprise Architect on how to accelerate time to deployment and how to plan for measurable change in order to derive greater value from their investment in Microsoft technologies and products. Any timelines, dates, and delivery schedules are estimates only and are subject to change.

The Enterprise Strategy Program offerings contain the following components which will be provided for each year of the Customer’s Enterprise Agreement:

Area Enterprise Strategy Connect Enterprise Strategy Foundation Enterprise Strategy Portfolio
Enterprise Architect 1 Quarter-time Microsoft Enterprise Architect 1 Half-time Microsoft Enterprise Architect 1 Full-time Microsoft Enterprise Architect
Assessment1 Up to 25% of Architect effort per year 1 Performed at the beginning of the engagement with up to 2 annual updates 1 Performed at the beginning of the engagement with up to 2 annual updates
Enterprise Strategy Project1 Up to 75% of Architect effort per year 1 per year Up to 3 per year
Engagement Workshops Up to 1 per year Up to 2 per year Up to 4 per year
Enterprise Strategy Network
Enterprise Strategy Library
Strategic Briefings
Strategic Architect Forum  
Enterprise Strategy Capacity Add-On 200 hours 200 hours 200 hours
1 The actual amount of effort is agreed between Microsoft and Customer

The Enterprise Architect:
  • Will work closely with the Customer to create an Architecture Service Delivery Plan for Customer to follow that defines milestones and goals and establishes process, data, and rules to track progress against the plan
  • Will also present monthly status updates of Customer’s progress against the plan.
  • Will manage the access to the Microsoft Enterprise Strategy Network.


The Assessment:
  • Identifies IT opportunities that align with Customer’s business objectives.
  • Analyzes these opportunities in regards to IT services and business groups impacted, to recognize dependencies and to define efforts and costs to justify further planning.
  • Selects, confirms and prioritizes initiatives in the Architecture Service Delivery Plan.
  • Results in the Assessment Final Report that recommends at least one initiative as an Enterprise Strategy Project.


Enterprise Strategy Projects:
The Enterprise Architect will work closely with the Customer to develop a plan to help the Customer realize identified business objectives for the selected initiative and to move to their defined future IT state while helping to reduce deployment and operation disruptions and accelerate their return on investment.

Enterprise Strategy Projects include:
  • Documentation and alignment of Microsoft technologies to key business objectives.
  • Development of a business case for identifying the potential benefits and costs for each business or functional unit that would be affected by the project.
  • Creation of an Architecture Definition Document describing application and technology functional architecture and specification requirements to support recommendations.
  • Creation of a Measurement Plan that describes metrics to measure progress against desired business objectives, accountability and timing.
  • Tailoring Microsoft Best Practices in oversight/governance, adoption and measurement to the Customer’s environment.
  • Working with the Customer’s management team to establish program governance.
  • Regular review of Customer’s progress against business objectives scorecard.


Program Benefits
Throughout the engagement, the following program benefits are available:

Enterprise Strategy Network: The Enterprise Strategy Program includes an integral connection with Microsoft research and development teams, and subject matter experts from Microsoft services departments. Enterprise Architects use this subject matter expertise to provide Customers with best practice advice, specific guidance on certain Microsoft technologies and reference architectures. Best practice recommendations and associated materials and tools are included in the Microsoft Enterprise Strategy Library in order to help accelerate the delivery of ESP engagements for customers.

Enterprise Strategy Library: Enterprise Strategy Program includes a rich collection of materials including Industry Insights and Benchmarks tools, Enterprise Architecture and Technology Architecture reference models and methods. Depending on Customer needs, the Enterprise Architect utilizes the appropriate set of materials and tools.

Engagement Workshops: These executive-level workshops last up to one day and are usually conducted at Microsoft’s regional offices in the local subsidiary. They are designed and customized for a Customer’s business and IT leaders to understand the relevance of emerging technologies and industry insights to their business. Customer is responsible for its own costs in attending these workshops.

Strategic Briefings: These are global one hour web conferences for business and IT leaders on business and industry opportunities, technology trends, and Microsoft’s perspective on strategic points of view on important issues. Customers can also view previously recorded Strategic Briefings.

Strategic Architect Forum: An invitation-only customer conference for Chief Architects and their management exclusive to our Enterprise Strategy Program customers worldwide. It will give Chief Architects the opportunity to meet with their peers and Microsoft executives to discuss some of the issues facing our largest customers and how these issues may be resolved. Customer is responsible for its own costs in attending these forums.

Enterprise Strategy Capacity Add-On: Customer can purchase blocks of 200 hours of Enterprise Strategy Program resources to enhance delivery capacity for Enterprise Strategy Projects. The Enterprise Strategy Capacity Add-On is available to Customers who have purchased the Enterprise Strategy Connect, Enterprise Strategy Foundation or Enterprise Strategy Portfolio offering.

Services Out of Scope.
The Enterprise Strategy Program is comprised solely of advice and guidance regarding Customer’s deployment and use of Microsoft technologies. It is entirely up to the Customer to choose whether to follow or disregard Microsoft’s advice, guidance and recommendations. Microsoft makes no representations, warranties or guarantees as to the results that Customer may achieve as a result of following Microsoft’s advice, guidance or recommendations. Product licenses are not included. The Services of the Enterprise Architect also do not include product deployment, problem resolution or break fix support, review of non-Microsoft source code, or technical or architectural consultation beyond the Assessment as described above. For any non-Microsoft source code, our Services will be limited to analysis of binary data only, such as a process dump or network monitor trace.

Customer Responsibilities.
The success of the Enterprise Strategy Program and our performance of our obligations are dependent on Customer’s involvement throughout the program, including but not limited to:
  • The availability of Customer’s representatives, IT staff, and resources, including but not limited to hardware, software, Internet connectivity and office space;
  • Customer’s timely provision of accurate and complete information;
  • Access to information about Customer’s organization;
  • Timely and effective completion of Customer’s assigned responsibilities; and
  • Timely decisions and approvals by Customer’s management.

Additional Services Terms and Conditions

Use, ownership, and license rights.

Fixes. If Microsoft provides Fixes to Customer in the course of performing Services, those fixes are licensed according to the license terms applicable to the Product to which those Fixes relate. If the Fixes are not provided for a specific Product, any other use terms Microsoft provides with the Fixes will apply, and if no use terms are provided, Customer shall have a non-exclusive, perpetual, fully paid-up license to use and reproduce the Fixes solely for its internal use. Customer may not modify, change the file name of or combine any Fixes with any non-Microsoft computer code.
Pre-Existing Work. . All rights in any computer code or non-code based written materials developed or otherwise obtained by or for the parties or their Affiliates independent of this agreement (“Pre-existing Work”) shall remain the sole property of the party providing the Pre-existing Work. During the performance of the Services, each party grants to the other party (and Microsoft’s contractors as necessary) a temporary, non-exclusive license to use, reproduce and modify any of its Pre-existing Work provided to the other party, solely as needed to perform its obligations in connection with the Services.

Except as may be otherwise expressly agreed by the parties in writing, upon payment in full Microsoft grants Customer a non-exclusive, perpetual, fully paid-up license to use, reproduce and modify (if applicable) any Microsoft Pre-existing Work provided as part of a Services Deliverable, solely in the form delivered to Customer, and solely for Customer’s internal business purposes. The license to Microsoft’s Pre-existing Work is conditioned upon Customer’s compliance with the terms of this agreement.
Developments.Upon payment in full Microsoft grants Customer joint ownership in any computer code or non-code written materials (other than Products, Fixes or Pre-existing Work) developed by Microsoft or in collaboration with Customer and left with Customer at the conclusion of a Services engagement (“Developments”). Each party shall be the sole owner of any modifications that it makes based upon Developments. Customer agrees to exercise its rights in any Developments solely for Customer’s internal business operations, and not to resell or distribute any Developments to any third party.
Materials.All rights in any materials developed by Us (other than software code) and provided to the customer in connection with the Windows Azure Support and Professional Support ("Materials") shall be owned by Us except to the extent such Materials constitute the customer’s Pre-existing Work. We grant customers a non-exclusive, perpetual, fully paid-up license to use, reproduce and modify the Materials solely for their internal business operations and without any obligation of accounting or payment of royalties. Customers may sublicense the rights granted herein to their Affiliates. All rights not expressly granted, are reserved.
Sample Code. Microsoft grants customers a nonexclusive, perpetual, royalty-free right to use and modify any software code provided by Us for the purposes of illustration ("Sample Code") and to reproduce and distribute the object code form of the Sample Code, provided that customers agree: (i) to not use Our name, logo, or trademarks to market Your software product in which the Sample Code is embedded; (ii) to include a valid copyright notice on their software product in which the Sample Code is embedded; and (iii) to indemnify, hold harmless, and defend Us and Our suppliers from and against any claims or lawsuits, including attorneys’ fees, that arise or result from the use or distribution of the Sample Code.
Open Source License restrictions.Because certain third party license terms require that computer code be generally (i) disclosed in source code form to third parties; (ii) licensed to third parties for the purpose of making derivative works; or (iii) redistributable to third parties at no charge (collectively, “Open Source License Terms”), the license rights that each party has granted to any computer code (or any intellectual property associated therewith) do not include any license, right, power or authority to incorporate, modify, combine and/or distribute that computer code with any other computer code in a manner which would subject the other’s computer code to Open Source License Terms. Furthermore, each party warrants that it will not provide or give to the other party computer code that is governed by Open Source License Terms.
Affiliates' rights. Customer may sublicense the rights contained in this subsection relating to Services Deliverables to its Affiliates, but Customer’s Affiliates may not sub-license these rights and Customer’s Affiliates’ use must be consistent with the license terms contained in this agreement.
Reservation of rights. All rights not expressly granted are reserved.

Warranties, Disclaimers and Limitations of Liability.

Warranty for Services. Microsoft warrants that all Services will be performed with professional care and skill.

NO OTHER WARRANTIES. TO THE EXTENT PERMITTED BY APPLICABLE LAW, MICROSOFT DISCLAIMS AND EXCLUDES ALL REPRESENTATIONS, WARRANTIES, AND CONDITIONS WHETHER EXPRESS, IMPLIED OR STATUTORY OTHER THAN THOSE IDENTIFIED EXPRESSLY IN THIS AGREEMENT. THIS DISCLAIMER INCLUDES ANY AND ALL WARRANTIES OR CONDITIONS OF TITLE, NON INFRINGEMENT, SATISFACTORY QUALITY OR RESULTS, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO ANY ADVICE, RECOMMENDATIONS, FIXES, SERVICE DELIVERABLES, AND RELATED MATERIALS PROVIDED BY MICROSOFT AND ITS AFFILIATES, SUPPLIERS AND CONTRACTORS IN PERFORMING THE SERVICES.

Limitation of Liability. Microsoft’s liability for direct damages will be limited to the maximum extent permitted by applicable law to the amounts Customer has paid for the Services giving rise to the claim in the 12 months preceding the claim.

NO LIABILITY FOR CERTAIN DAMAGES. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, NEITHER PARTY NOR THEIR AFFILIATES, SUPPLIERS OR CONTRACTORS WILL BE LIABLE FOR ANY INDIRECT DAMAGES (INCLUDING WITHOUT LIMITATION, CONSEQUENTIAL, SPECIAL, OR INCIDENTAL DAMAGES, DAMAGES FOR LOSS OF PROFITS OR REVENUES, BUSINESS INTERRUPTION, OR LOSS OF BUSINESS INFORMATION), ARISING IN CONNECTION WITH THIS AGREEMENT EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR IF SUCH POSSIBILITY WAS REASONABLY FORESEEABLE. THIS EXCLUSION OF LIABILITY DOES NOT APPLY TO EITHER PARTY’S LIABILITY TO THE OTHER FOR VIOLATION OF ITS CONFIDENTIALITY OBLIGATIONS OR OF THE OTHER PARTY’S INTELLECTUAL PROPERTY RIGHTS.

Application. Except as specified expressly herein, the limitations on and exclusions of liability for damages in this agreement apply regardless of whether the liability is based on breach of contract, tort (including negligence), strict liability, breach of warranties, or any other legal theory.

SECTION 9 – ADDITIONAL TERMS

Client Access Licenses (CALs) and Client Management Licenses (MLs)
  • Transitioning between User and Device CALs
    a) Customers with current Software Assurance for CALs can switch between User and Device upon renewal of their Software Assurance coverage. This transition does not change the CAL edition (i.e. Standard to Enterprise). Please refer to the Product Notes for the individual products
  • Transitioning between User and OSE client MLs
    a) Customers with current Software Assurance for client MLs can switch between User and OSE upon renewal of their Software Assurance coverage. Please refer to the Product Notes for the individual products for details.
  • At Renewal
    a) If both User and Device CALs are available, customers may renew Software Assurance for either type. The product use rights for the type of CAL for which Software Assurance is ordered determine how the CALs can be allocated and used. Enterprise enrollment customers choosing to order Software Assurance for User CALs may acquire CALs based on their user count. Please refer to the notes for the individual products for details.
  • Surplus CALs
    a) Transitioning between User and Device CALs, as permitted above, could result in a surplus of CALs. Customers may reallocate surplus CALs as their numbers of users or devices grow. At renewal time, customers may choose to maintain Software Assurance on surplus CALs. Customers will not be able to later renew Software Assurance on any surplus CAL for which coverage has lapsed.
  • Surplus MLs
    a) Transitioning between User and OSE client MLs, as permitted above, could result in a surplus of MLs. Customers may reallocate surplus MLs as their numbers of users or managed OSEs grow. At renewal time, customers may choose to maintain Software Assurance on surplus MLs. Customers will not be able to later renew Software Assurance on any surplus ML for which coverage has lapsed.
  • Evidence of Licenses
    a) The right to migrate to and use User CALs is evidenced by this Product List, the customers’ Software Assurance records and underlying CALs. The right to migrate to and use User MLs is evidenced by this Product List, the customers’ Software Assurance records and underlying MLs.


EI Controls Restrictions
Export of certain Microsoft products from the United States is regulated under “EI Controls” of the Export Administration Regulations (EAR, 15 CFR 730-744) of the U.S. Commerce Department, Bureau of Export Administration (BXA). For more information, please visit: www.microsoft.com/products/exporting/basics.htm

Multilanguage Packs (MLPs), Multilanguage User Interface (MUIs) Functionality, and New Language Rights
MLPs and MUIs enable customers to run and switch between different language versions of licensed products. The right to use MLPs and MUIs varies by product, program and license type.

  • In the case of most server products (e.g., Windows Server), the MUI is included with the base product. Customers licensing those products may use the MUI subject to the use rights for those products.
  • In the case of Office System products (other than servers) and suites, as of October 1, 2008, the right to use the MLP is available to customers with active Software Assurance coverage on qualifying licenses (for details see Section 6). Under certain programs (e.g., Select), MLPs for Office System products and suites continue to be available separately outside Software Assurance.
  • In the case of Windows 8, the MUI is included with Windows 8.
The language versions with which customers are permitted to use MUIs and MLPs likewise varies by program, product and region.

  • As of October 1, 2008, customers acquiring the right to use MUIs and MLPs under an Enterprise Agreement, Enterprise Subscription Agreement, Open Value (Organization-wide/Company-wide) agreement, or Open Value Subscription may use that functionality with licensed products in all language versions notwithstanding any limitations in those agreements against the use of certain languages.
Customers acquiring the right to use MUIs and MLP under agreements other than an Enterprise Agreement or Open Value (Organization-wide/Company-wide) agreement (whether with the base product or through Software Assurance) remain subject to limitations (if any) in their agreement against the use of certain languages. For example, if a local language version of a product is licensed at a different price on the customer’s pricelist, that customer’s right to use other language versions in place of that version (with or without MUI or MLP functionality) may be limited. Customers should review their Licensing Agreement, or see their Microsoft Reseller or Account Manager for more information on their right to use other languages.

Platform Independent Licenses
Microsoft Office Standard, Office Professional Plus, Word, Excel, PowerPoint, Outlook, Lync, Office for Mac, Word for Mac, Excel for Mac, PowerPoint for Mac, Lync for Mac and Outlook for Mac are “platform independent” licenses. A platform independent license allows for a product to be used on any computer platform (e.g., PC, Macintosh) that the software runs on, provided that the version used is the same or earlier than the original version that was licensed. For instance, a customer licensed for Office for Mac Standard 2011 may choose to use that license to run Office Standard 2010 for Windows.

Components of a product suite may vary by platform version. You may use the components of the suite that you choose to deploy and only those components. For example, if a customer licensed with Office for Mac Standard 2011 chooses to run Office Standard 2010, the customer may only run the components that are included with Office Standard 2010. For example, they do not have the right to run Lync, but they do have the right to run OneNote.

Further, active Software Assurance coverage for a platform independent license permits a customer to use in place of the licensed product the most current version of either platform version of the product that becomes available during the term of the Software Assurance coverage (subject to the limitation on components addressed above). For example, a customer who has active Software Assurance for an Office for Mac license is eligible to use in place of Office for Mac the most current version of the corresponding edition of Office for Windows that is released during the term of their coverage.

Microsoft SQL Server is a “platform independent” license. A platform independent license allows for a specific product to be used on any computer platform that the software runs on, provided that the version is the same or lower as the original version that was licensed.

Further, a customer who enrolls a platform independent license in Software Assurance is eligible to use the most current version of that particular product which is available during the term of the Software Assurance coverage, regardless of platform (as long as only one version is installed/used at a time).

Volume License Product Keys
Product keys enable organizations to use the software and products they have licensed. All product keys are issued to a customer under a specific license agreement. To obtain your product keys, go to the Microsoft Volume Licensing Service Center (VLSC) . You may also call the Microsoft Volume Licensing Activation Center.

To review a list of Volume Licensing products that require product keys, as well as additional information refer to: http://www.microsoft.com/licensing/resources/vol/volumelicensekey/default.mspx.

Not all Volume Licensing products require a product key. If a product is not listed, no key is required.

Note: Product keys are assigned to and intended for the sole use of your organization. You will be held responsible for unauthorized use of product keys issued under your agreement. Take measures to keep your keys secure. Do not disclose your product keys to any unauthorized parties.

Appendix 1: Notices

Notice of Data Transfer

The product contains one or more software features that connect to Microsoft or service provider computer systems over the Internet. These features are identified in the Data Transfer Notices document at http://microsoft.com/licensing/contracts. Microsoft provides services with products through these features. You will not always receive a separate notice when a feature connects. In some cases, you may switch off a feature or not use it.

Computer Information

The features use Internet protocols, which send to the appropriate systems computer information, such as your Internet protocol address, the type of operating system, browser and name and version of the software you are using, and the language code of the device where you installed the software.

Use of Information

Microsoft does not use the information to identify or contact you. Microsoft uses this information to make services available to you when you use the software. Microsoft may use the computer information, accelerator information, search suggestions information, error reports, Malware reports and URL filtering reports to improve our software and services. We may also share it with others, such as hardware and software vendors. They may use the information to improve how their products run with Microsoft software.

Consent for Data Transfer

By using these software features, you consent to the transmission of computer information, such as your Internet protocol address, the type of operating system, browser and name and version of the software you are using, and the language code of the device where you run the software.

Notice about the H.264/AVC Visual Standard, the VC-1 Video Standard, the MPEG-4 Visual Standard and the MPEG-2 Video Standard.

This software may include H.264/AVC, VC-1, MPEG-4 Part 2, and MPEG-2 visual compression technology. MPEG LA, L.L.C. requires this notice:

THIS PRODUCT IS LICENSED UNDER THE AVC, THE VC-1, THE MPEG-4 PART 2 VISUAL, AND MPEG-2 VIDEO PATENT PORTFOLIO LICENSES FOR THE PERSONAL AND NON-COMMERCIAL USE OF A CONSUMER TO (i) ENCODE VIDEO IN COMPLIANCE WITH THE ABOVE ("VIDEO STANDARDS") AND/OR (ii) DECODE AVC, VC-1, MPEG-4 PART 2 OR MPEG 2 VIDEO THAT WAS ENCODED BY A CONSUMER ENGAGED IN A PERSONAL AND NON-COMMERCIAL ACTIVITY AND/OR WAS OBTAINED FROM A VIDEO PROVIDER LICENSED TO PROVIDE SUCH VIDEO. NO LICENSE IS GRANTED OR SHALL BE IMPLIED FOR ANY OTHER USE. ADDITIONAL INFORMATION MAY BE OBTAINED FROM MPEG LA, L.L.C. SEE http://www.mpegla.com/index1.cfm.

For clarification purposes, this notice does not limit or inhibit the use of the software for normal business uses that are personal to that business which do not include (i) redistribution of the software to third parties, or (ii) creation of content with the VIDEO STANDARDS compliant technologies for distribution to third parties.

Potentially Unwanted Software

If turned on, Windows Defender will search your computer for "spyware," "adware" and other potentially unwanted software. If it finds potentially unwanted software, the software will ask you if you want to ignore, disable (quarantine) or remove it. Any potentially unwanted software rated "high" or "severe" will automatically be removed after scanning unless you change the default setting. Removing or disabling potentially unwanted software may result in other software on your computer ceasing to work or your breaching a license to use other software on your computer.

By using this software, it is possible that you will also remove or disable software that is not potentially unwanted software.

Recording Notice

The laws of some jurisdictions require notice to or the consent of individuals prior to intercepting, monitoring and/or recording their communications and/or restrict collection, storage, and use of personally identifiable information. You agree to comply with all applicable laws and to obtain all necessary consents and make all necessary disclosures before using the online service and/or the recording feature(s).



APPENDIX 2 - Software Assurance Benefits

These benefits require Software Assurance coverage, and in some cases Software Assurance Membership. Please see the Product List for details and a complete list of Software Assurance benefits. Except as noted below, these benefits expire when your Software Assurance coverage ends.
  1. "Cold" Disaster Recovery Rights.
    For each instance of eligible server software you run in a physical or virtual OSE on a licensed server, you may temporarily run a backup instance in a physical or virtual OSE on a server dedicated to disaster recovery. The product use rights for the software and the following limitations apply to your use of software on a disaster recovery server.
    • The server must be turned off except for (i) limited software self-testing and patch management, or (ii) disaster recovery.
    • The server may not be in the same cluster as the production server.
    • You may run the backup and production instances at the same time only while recovering the production instance from a disaster.
    • Your right to run the backup instances ends when your Software Assurance coverage ends.
  2. E-Learning.
    The Desktop Applications section of the product use rights provides your license terms for eLearning Training Kits. However, you may not have more users than you have E-Learning licenses.
  3. License Mobility through Software Assurance.
    License Mobility through Software Assurance lets you move certain on-premise licenses covered by Software Assurance to third party shared servers subject to the terms below.

    Applicable Products:
    All Products that are currently eligible for “License Mobility within Server Farms” and covered by Software Assurance are eligible for License Mobility through Software Assurance. In addition, the following Products are also eligible for License Mobility through Software Assurance:
    • SQL Server Standard -- Per Processor and Server/CAL (processor and server licenses only)
    • System Center – all Server Management Licenses (MLs), including SMSE and SMSD


    Permitted Use:
    With License Mobility through Software Assurance, you may:
    • Move your licensed software from your servers to a third party’s shared servers;
    • Run your software in virtual OSEs on the third party’s shared servers; and/or
    • Manage your OSEs that you use on a third party’s shared servers.


    Requirements:
    To use License Mobility through Software Assurance, you must:
    • Maintain Software Assurance coverage for licenses under which you run software on shared third party servers;
    • Maintain Software Assurance coverage for all CALs, External Connector licenses and Server Management Licenses under which you access your licensed software running on shared third party servers and manage the OSEs in which that software runs;
    • Run your licensed software and manage your OSEs on third party shared servers solely for your use and benefit;
    • Deploy your licenses only with qualified License Mobility through Software Assurance Partners. A list of qualified License Mobility through Software Assurance Partners is available at http://www.microsoft.com/licensing/software-assurance/license-mobility; and
    • Complete and submit the License Mobility Validation form with each License Mobility through Software Assurance Partner who will run your licensed software on their shared servers. The License Mobility Validation form will be made available to you by the qualified License Mobility through Software Assurance Partner.


    Your rights to run licensed software and manage OSEs on shared third party servers expires with the expiration of the Software Assurance coverage on those licenses.

    You may move your licensed software from a third party’s shared servers back to your servers or to another third party’s shared servers, but not on a short term basis (not within 90 days of the last assignment). You may also move instances run or OSEs managed under a particular license from a third party’s shared servers in one server farm to its shared servers in another server farm, but not on a short-term basis (not within 90 days of the last assignment). OSEs managed under the same license must be in the same server farm.

    Use of software deployed by third parties on shared servers on your behalf remains subject to the terms and conditions of your license agreement. You agree that you will be responsible for third parties’ actions with regard to software deployed and managed on your behalf.

    The license terms applicable to the Product together with the License Mobility through Software Assurance terms govern its use. The License Mobility through Software Assurance terms supersede any conflicting license terms for a Product when License Mobility through Software Assurance is used. Generally, your rights to use the software on third party shared servers are the same as the use rights when you run the software on your servers. However, some Products, as outlined below, have different use rights for shared third party servers under License Mobility through Software Assurance:

    Product Licensing Model Product or Product Type License Permitted Number of OSEs per License
    Server/CAL External Connector Licenses Each External Connector license with active Software Assurance coverage 1 OSE per license
    Server/CAL SQL Server Enterprise Each Server license with active Software Assurance coverage 1 OSE per license
    Per-Processor All eligible Products Each Processor license with active Software Assurance coverage 1 OSE with up to 4 virtual processors per license
    Management Servers System Center Server Management Licenses Each Server Management license with active Software Assurance coverage 1 Managed OSE per license
    Management Servers System Center Server Management Suites Each SMSE or SMSD license with active Software Assurance coverage 4 Managed OSEs per License
  4. TechNet Plus Subscription Media.
    The Developer Tools section of the product use rights provides your license terms for TechNet Plus Subscription Media. Please see the Product List for additional TechNet Software Assurance benefits.
  5. Step-Up Licenses.
    A Step-Up License permits you to run a premium edition in place of the qualifying product. When your Step-Up License becomes perpetual, it permanently replaces your rights to the qualifying product.
  6. MSDN. The Developer Tools section of the product use rights provides your license terms for MSDN. Your rights to use any software licensed through MSDN become perpetual when your right to use Visual Studio becomes perpetual.
  7. Software Assurance Product Support Services.
    The way you use the software may not be supportable. It may also require you to buy more support services. Each of us may use information acquired in connection with support services as long as that use does not disclose the other's confidential information. The license terms for the underlying product apply to your use of any fixes.
  8. Windows Thin PC.I
    The Desktop Operating System section of the product use rights provides your license terms for Windows Thin PC. However, you may use the software only to run the types of applications listed below.
    • security
    • management
    • terminal emulation
    • Remote Desktop and similar technologies
    • web browser
    • media player
    • instant messaging client
    • document viewers
    • NET Framework and Java Virtual Machine
    You may choose not to install the media player. If so, the sections of the Desktop Operating System section of the product use rights listed below do not apply to your use of the software.
    • Windows Media Digital Rights Management
    • Windows Media Player
    • Notice about the H.264/AVC VISUAL STANDARD, the VC-1 VIDEO STANDARD, the MPEG-4 VISUAL STANDARD and the MPEG-2 VIDEO STANDARD
    You may use the software on a device other than the one on which it was first installed if you move the corresponding Software Assurance coverage to that other device.
  9. Windows 7 Enterprise.
    The Desktop Operating System section of the product use rights, as supplemented in the “Virtualization Rights for Windows Licensed Devices with Active Software Assurance Coverage” below, provides your license terms for the software. Your right to use the software, other than as described in the Virtualization Rights section, becomes perpetual when your right to use Windows 7 Professional becomes perpetual.
  10. Windows Intune (Per Device), Windows Virtual Desktop Access (VDA) and Virtualization Rights for Windows Licensed Devices with Active Software Assurance Coverage
    The Desktop Operating System section of the product use rights, as supplemented below, provides your license terms for use of the software under Windows Intune (Per Device) and Windows VDA licenses and Windows licenses with active Software Assurance coverage. In the case of any conflict between the terms in the Desktop Operating System section and this section, these license terms govern. “Instance” and other terminology in the Universal License Terms related to use of the software with virtualization technology apply. “Software,” as used here, refers to Windows 7 Enterprise.

    1. Assigning the License to the Device.

      • Windows Intune (Per Device) Devices. The device to which you assigned your Windows Intune (Per Device) Device SL is the “licensed device.” If you move your Windows Intune (Per Device) Device SL to a another computer, that computer becomes the “licensed device.”
      • Windows VDA Devices Before you run any instance of the software under a Windows VDA license, you must assign that license to a device. A hardware partition or blade is considered to be a separate device. Despite the limitation in the General License Terms, you may reassign your license, but not on a short-term basis (i.e., not within 90 days of the last assignment). You may reassign your license sooner if you retire the licensed device due to permanent hardware failure.
      • Windows Licensed Devices with Active Software Assurance Coverage.The device to which you assigned your Windows license and active Software Assurance coverage is the “licensed device.” If you move your Windows Software Assurance coverage to a replacement computer, that computer becomes the “licensed device.”
    2. Running Instances of the Software.

      • For each license you assign, at any one time, you may either:
        • remotely access one instance of the software running in one physical OSE on one of your servers (e.g., in your datacenter) from the licensed device, or
        • remotely access up to four instances of the software running in virtual OSEs (only one instance per virtual OSE) on your servers (e.g., on up to four different servers in your datacenter) from the licensed device.
      • For Windows VDA licensed devices that are assigned a Windows 7 Professional license, at any one time, you may run one or more of the permitted instances of the software in virtual OSEs (only one instance per virtual OSE) on the licensed device.
      • For Windows Windows Intune (Per Device) licensed devices and licensed devices with active Software Assurance coverage, at any one time, you may also run on the licensed device up to four instances of the software in virtual OSEs (only one instance per virtual OSE) and one instance of the software in one physical OSE. If you run all five permitted instances at the same time, the instance running in the physical OSE must be used solely to run:
        • the hardware virtualization software, and
        • software to manage and service OSEs on the licensed device
      • You have the following alternative for Intune licensed devices and Windows licensed devices with active Software Assurance coverage. For each license, you may run on the licensed device at any one time two instances of the software in the physical OSE. If you choose this option, you may not run the software in any virtual OSEs on the licensed device.
      • You may run an instance of Windows 7 Professional, or any earlier version of the software or of Windows 7 Professional, in place of any permitted instance.
      • You may not run the software in the physical OSE on the licensed device under a Windows VDA license.
      • Despite anything to the contrary in the Remote Desktop section of the Desktop Operating System product use rights, you may remotely access the instances running on your servers (e.g., in your datacenter) only from the licensed device, with the following exceptions.
        • You may remotely access the instances from any other device to which you have assigned either an active Windows Intune (Per Device) Device SL, an active Windows VDA license, an active Windows Virtual Enterprise Centralized Desktop or Windows Virtual Enterprise Centralized Desktop for Software Assurance license or a Windows license with active Software Assurance coverage.
        • You may use Remote Assistance and other similar technologies to share an active session.
        • You do not need a license to access your instances of the software (locally or remotely) only to administer those instances.
    3. Creating and Storing Instances on Your Devices or Storage Media. You have the additional rights below for each license you acquire.
      • You may create any number of instances of the software.
      • You may store those instances on any of your devices or storage media.
      • You may create and store instances of the software solely to exercise your right to run instances of the software under any of your Windows Intune (Per Device) Device SLs, Windows VDA licenses or Windows Software Assurance as described above (e.g., you may not distribute instances to third parties).
    4. Roaming Use Rights.Except as provided below, the single primary user of the Windows Intune (Per Device) licensed device, Windows VDA licensed device or Windows licensed device with active Software Assurance coverage (work device) may:
      • at any one time remotely access one or more of the permitted instances running on your servers (e.g., in your datacenter) from a qualifying third party device1, and
      • at any one time run one instance of the software in a virtual OSE on a qualifying third party device1
      Despite anything in your Volume Licensing Agreement to the contrary, Qualified Desktops do not include any qualifying third party device from which your users access and use the software and any (other) enterprise product solely under Roaming Use Rights. 1A “qualifying third party device” is a device that is not controlled, directly or indirectly, by you or your affiliates (e.g., a third party’s public kiosk).

      When the primary user is on your or your affiliates’ premises, Roaming Use Rights are not applicable.

      You