SECTION 1 – PRODUCT LIST CHANGES OVER THE PAST 12 MONTHS

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.

JANUARY 2011 CHANGES

Additions

• There are no product additions.

Promotions

The following promotions were added:

• MSDN Attach Promotion

The following promotions were deleted

• CRM Online Promotion
• 50% Off First Year New Office Open Value Subscription Promotion
• Windows 7 Professional Open Value Subscription Up to Date Promotion

Deletions

• Visual SourceSafe 2005

DECEMBER 2011 CHANGES

Additions

• There are no product additions.

Promotions

• There are no additions, deletions or expirations.

Deletions

• There are no product deletions.

NOVEMBER 2011 CHANGES

Additions

• Business Intelligence Appliance 2011
• Data Warehouse Appliance 2011
• Database Consolidation Appliance 2011
• Windows Azure Platform Offerings

Promotions

• There are no additions, deletions or expirations.

Deletions

• Sharepoint Online Partner Access

OCTOBER 2011 CHANGES

Additions

• Lync for Mac 2011
• Windows® Intune Extra Storage 1 GB

Promotions

The following promotions were added:

• Dynamics CRM 2011 Employee Self-Serve Client Access License Promotion
• MSDN Attach Promotion
• 50% Off First Year New Office Open Value Subscription Promotion
• Windows 7 Professional Open Value Subscription Up to Date Promotion

Deletions

• Communicator for Mac 2011

SEPTEMBER 2011 CHANGES

Additions

• Commerce Server 2009 R2 Standard Edition
• Commerce Server 2009 R2 Enterprise Edition

Promotions

The following promotion was added:

• Microsoft Visual Studio LightSwitch 2011 Launch Promotion

Deletions

• Commerce Server Standard Edition 2009
• Commerce Server Enterprise Edition 2009

AUGUST 2011 CHANGES

Additions

• AutoRoute 2011
• Microsoft Desktop Optimization Pack 2011R2 for Software Assurance
• Visual Studio LightSwitch 2011

Promotions

The following promotion was added:

• Microsoft Visual Studio LightSwitch 2011 Launch Promotion

Deletions

• AutoRoute 2010
• Microsoft Desktop Optimization Pack 2011 for Software Assurance
• Learning Solutions IT Academy (Services SL) (2500 FTE or more)
• Office Live Meeting Professional (User SL)
• Office Live Meeting Standard (User SL)

JULY 2011 CHANGES

Additions

• Forefront Identity Manager 2010 – Windows Live Edition

Promotions

The following promotion was added:

• Forefront Identity Manager 2010 – Windows Live Edition

The following promotions expired:

• Expression Studio Ultimate Promotion
• Office Proffessional Plus Edition 2010 Up to Date Promotion
• VDI Standard Suite Joint Citrix Promotion

Deletions

There were no product deletions.

JUNE 2011 CHANGES

Additions

• Core CAL Suite Bridge for Office 365
• Core CAL Suite Bridge for Office 365 and Windows® Intune
• Enterprise CAL Suite Bridge for Office 365
• Enterprise CAL Suite Bridge for Office 365 and Windows® Intune
• Exchange Online Kiosk
• Exchange Online Plan 1
• Exchange Online Plan 2
• Exchange Online Archiving
• Lync Online Plan 1
• Lync Online Plan 2
• Office LCS Connect to Public IM
• 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 Professional Plus Subscription
• SharePoint Online Extra Storage 1 GB
• SharePoint Online Partner Access
• SharePoint Online Plan 1
• SharePoint Online Plan 2

Promotions

There were no promotion additions, deletions or expirations.

Deletions

• Business Productivity Online Deskless Worker Suite (User SL)
• Business Productivity Online Standard (BPOS) Suite (User SL)
• Exchange Online Deskless Worker
• Exchange Online Standard
• Exchange Online Extra Storage (Add-on SL)
• Office Communications Online Standard (User SL
• Office Live Communications Server Public Instant Messaging Connectivity (“PIC”) (User SL)
• SharePoint Online Deskless Worker
• SharePoint Online Standard
• SharePoint Online Extra Storage (Add-on SL)

MAY 2011 CHANGES

Additions

• Windows Small Business Server 2011 Essentials

Promotions

There were no promotion additions, deletions or expirations.

Deletions

• Windows Server TM 2008 for Windows Essential Server Solutions

APRIL 2011 CHANGES

Additions

• Core CAL Bridge for Windows® Intune
• Enterprise CAL Bridge for Windows® Intune
• Microsoft Dynamics CRM 2011 CAL (User & Device)
• Microsoft Dynamics CRM 2011 Employee Self Service CAL
• Microsoft Dynamics CRM 2011 External Connector
• Microsoft Dynamics CRM 2011 Full Use Additive CAL (User & Device)
• Microsoft Dynamics CRM 2011 Limited CAL (User & Device)
• Microsoft Dynamics CRM 2011 Limited Use Additive CAL (User & Device)
• Microsoft Dynamics CRM Server 2011
• Microsoft Dynamics CRM Workgroup Server 2011
• Windows® Embedded Device Manager 2011
• Windows® Embedded Device Manager 2011 Client Management License per OSE
• Windows® Embedded Device Manager 2011 Client Management License per User
• Windows® Embedded Device Manager 2011 with SQL Server® 2008 Technology
• Windows 7 Intune
• Windows 7 Intune Add-on

Promotions

There were no promotion additions, deletions or expirations.

Deletions

• Dynamics CRM 4.0 CAL (User & Device)
• Dynamics CRM 4.0 Enterprise Server
• Dynamics CRM 4.0 External Connector
• Dynamics CRM 4.0 Full Use Additive External Connector (User & Device)
• Dynamics CRM 4.0 Full Use Additive CAL (User & Device)
• Dynamics CRM 4.0 Limited CAL
• Dynamics CRM 4.0 Limited External Connector
• Dynamics CRM 4.0 Professional Server
• Dynamics CRM 4.0 Workgroup Server

MARCH 2011 CHANGES

Additions

• MapPoint® 2011 Standard Edition
• MapPoint® 2011 Fleet Edition
• Microsoft Desktop Optimization Pack 2011 for Software Assurance
• Streets & Trips 2011
• Windows MultiPoint Server 2011 Standard
• Windows MultiPoint Server 2011 Premium
• Windows MultiPoint Server 2011 CAL
• Windows MultiPoint Server 2011 CAL with Windows Server 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)

Promotions

The following promotion added:

• Office Professional Plus Edition 2010 Up to Date Promotion

Deletions

• Streets and Trips 2010
• MapPoint® 2010 for Windows
• MapPoint® Fleet Edition 2010
• Microsoft Desktop Optimization Pack 2010 for Software Assurance
• Office Mobile 6.1
• Services for Netware 5.0 with SP2
• Windows MultiPoint Server 2010 Academic
• Windows MultiPoint Server 2010 CAL
• Windows MultiPoint Server 2010 CAL with Windows Server 2008 CAL
• Windows MultiPoint Server 2010 Academic with Windows MultiPoint Server 2011 (CAL) (5 Clients)
• Windows MultiPoint Server 2010 Academic with Windows MultiPoint Server 2011 (CAL) (5 Clients) with Windows Server 2008 CAL (5 Clients)

SECTION 2 – PRODUCT PROMOTIONS

Forefront Online Protection for Exchange
As a limited time offer from September 1, 2011 to June 30, 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.

Turn on Lync Voice
As a limited time offer from July 1, 2011 to June 30, 2012, Microsoft offers up to 20% discount on the price of Lync Server Plus CAL and Lync Server Plus CAL for ECAL license and software assurance. This promotion is offered under Enterprise Agreement, Enterprise Agreement Subscription, Select, Select Local, Select Plus, Open, Open Value, Open Value Subscription, Worldwide Government Partner and Enrollment Education Solution Volume Licensing programs. Lync Server Plus CAL for ECAL is not offered in Open program.
If a customer already has promoted product included on an existing Enterprise Agreement enrollment, this promotion cannot be used on that same enrollment.

Dynamics CRM 2011 Employee Self-Serve Client Access License
As a limited time offer from October 1, 2011 to March 31, 2012, Microsoft offers up to 20% discount on the price of Dynamics CRM 2011 Employee Self Service User Client Access License (CAL) and Device CAL. This promotion is offered under the Microsoft Enterprise Agreement, Enterprise Subscription Agreement, Select Plus, Open Value Subscription (education), Enrollment Education Solution and School programs.
If a customer already has promoted product included on an existing Enterprise Agreement enrollment, this promotion cannot be used on that same enrollment.

MSDN Attach
As a limited time offer from October 1, 2011 to March 31, 2012, Microsoft offers up to 35% discount on Visual Studio Professional with MSDN licenses with software assurance price, and up to 15% discount on Visual Studio Premium with MSDN licenses with software assurance price. This promotion is offered under the Microsoft Enterprise Agreement, Select Plus, Open and Open Value programs.

For each Visual Studio Premium with MSDN subscription L&SA or Visual Studio Professional with MSDN subscription L&SA acquired through this promotion, customers must have a license for one of the following products:

• License without Software Assurance: Microsoft Visual Studio 2008 Professional Edition or Visual Studio 2010 Professional
• Subscription that expired prior to July 1, 2011: Visual Studio Professional with MSDN, Visual Studio Professional with MSDN Professional, or Visual Studio Professional with MSDN Premium
• Active subscription: Microsoft Visual Studio Professional with MSDN. This is only applicable for the Visual Studio Premium with MSDN promotion option

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

SQL Server Parallel Data Warehouse
As a limited time offer from February 1, 2012 to June 30, 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.

Visual Studio Test Professional with MSDN at 20% Discount
As a limited time offer from March 1, 2012 to June 30, 2012, Microsoft offers up to 20% savings on the License and Software Assurance price for Visual Studio Test Professional with MSDN. This promotion is available under Microsoft Select Plus, Microsoft Enterprise Agreement, Microsoft Open, Microsoft Open Value and Microsoft Volume Licensing for Government Partner Programs worldwide.

SECTION 3 - ADDITIONAL TERMS

Additional Terms - General EI Controls Restrictions

• 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
  
  
• Language Rights for Licenses Purchased under the Government Open License Program
  
  Products licensed with non-specific language SKUs offered under the Government Open License Program may be run in any one of the following language versions: Arabic, Bulgarian, Chinese Simplified, Chinese Traditional, Croatian, English Hebrew, Indic, Japanese, Korean, Portuguese (Brazil), Portuguese (Portugal), Romanian, Russian, Serbian, Spanish, Thai, Turkish, Ukrainian, Danish, Dutch, English, Finnish, French, German, Greek, Italian, Norwegian, Swedish, Czech, Estonian, Hungarian, Latvian, Lithuanian, Polish, Slovenian and Slovak.
  
  
• 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.
  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
  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 Endpoint Protection 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 Web Antimalware Subscription for Forefront Threat Management Gateway Medium Business Edition Windows Azure Platform Offerings

  Dynamics CRM Online Exchange Online Archiving Exchange Online Kiosk, Plan 1, and Plan 2 Lync Online Plan 1 and Plan 2 Office 365 Plan K1, 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

  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)
  Core CAL Suite	Office 365 (Plan E1)* Office 365 (Plan E2)* Office 365 (Plan E3)* Office 365 (Plan E4)* Windows® Intune* Windows® Intune Add-on*
  Enterprise CAL Suite	Office 365 (Plan E3)* Office 365 (Plan E4)* Windows® Intune* Windows® Intune Add-on*
  Windows Desktop Operating System Upgrade	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)* Windows® Intune* Windows® Intune Add-on*
  Enterprise CAL Suite	Office 365 (Plan E3)* Office 365 (Plan E4)* Windows® Intune* Windows® Intune Add-on*
  Office Professional Plus	Office 365 (Plan E2) Office 365 (Plan E3) Office 365 (Plan E4) 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 Professional Plus and Enterprise CAL Suite	Office 365 (Plan E3)* Office 365 (Plan E4)*
  Windows Operating System Upgrade	Windows® Intune
  Windows Operating System Upgrade and (Core CAL Suite or ECAL Suite)	Windows® Intune*

  * 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 Web Applications* SharePoint Online Plan 1* SharePoint Online Plan 2* SharePoint Online Partner Access* Windows® Intune Windows® Intune 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 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* 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 Web Applications* SharePoint Online Plan 1* SharePoint Online Plan 2* SharePoint Online Partner Access* Windows® Intune Windows® Intune 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 7 Professional 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 7 Professional 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 7 Professional 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 7 Professional 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 Volume 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].
  
  
• 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 2010	Office Professional Plus 2010 Office Enterprise Edition 2007 Office Professional Plus Edition 2007 Office Small Business Edition 2007 Office 2010 Professional Office Ultimate Edition 2007 Office 2007 Professional Edition
  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 7 Professional Upgrade	Windows 7 Professional Windows Vista Business

  
  
  

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 – SOFTWARE ASSURANCE RENEWAL RULES

Open License Open Value 200x Enterprise Agreement 2011 or greater Enterprise Agreement 2009 - 2010 Select License 200x Select Plus 200x
Open Value 6.4, 6.6 and 2008 Enterprise Agreement 6.X and 2008 Select License 6.X and 2008 Select 4.X and 5.X Select Plus 2008, 2009, 2010 Cross-program Renewal Renewing Upgrade Advantage Customers who received 10 months Upgrade Advantage extension

SECTION 6 – SOFTWARE ASSURANCE (SA) BENEFITS AND ONLINE SERVICES BENEFITS

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.

Benefits	Applications Pool	Systems Pool	Server Pool	Windows® Intune	Office 365
New Version Rights	Yes	Yes	Yes	Yes	Yes
Office Multi Language Pack	Yes				Yes
Planning Services	Yes		Yes
Windows 7 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

*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/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 License 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 2010 Office Professional Plus 2010 Project Standard 2010 Project Professional 2010 Visio® Standard 2010 Visio® Professional 2010 Visio® Premium 2010 Access2010 Excel 2010 InfoPath® 2010 Lync 2010 OneNote™ 2010 Outlook® 2010 PowerPoint® version 2010 Outlook for Mac 2011 Publisher 2010 SharePoint Workspace 2010 Word 2010 Office for Mac Standard 2011 Lync 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.

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 CPLS apply.
• Benefit Managers have the ability to revoke a voucher in assigned status up to the class cancellation date established by the CPLS.
• 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 CPLSs 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 (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.
• One Training Voucher day is equal to one training session day.
• Vouchers may be used to reserve training with only one qualified Microsoft CPLS 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 CPLSs. They can be used with any qualified Microsoft CPLS 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.

Office Professional Plus 2010 components for HUP
	Word 2010 Excel® 2010 PowerPoint® 2010 Outlook® 2010 Publisher 2010 Access® 2010 SharePoint Workspace 2010 OneNote® 2010 InfoPath® 2010 Lync 2010

Qualifying Desktop Application	Corresponding Home Use Program License
Office Standard 2007/2010 Office Professional Plus 2007/2010 Office Enterprise 2007 Office Small Business Edition 2007 Office for Mac 2008 / Office for Mac Standard 2011	Office Professional Plus 2010 HUP or or Office for Mac Home & Business 2011 HUP
Access 2007/2010 Excel 2007/2010 PowerPoint 2007/2010 InfoPath 2007/2010 OneNote 2007/2010 Outlook 2007/2010 Publisher 2007/2010 Word 2007/2010 SharePoint Workspace 2010 Groove 2007	Office Professional Plus 2010 HUP or or Office for Mac Home & Business 2011 HUP
Visio Standard 2007/2010 Visio Professional 2007/2010 Visio Premium 2010	Visio Professional 2007 HUP
Project Standard 2007/2010 Project Professional 2007/2010	Project Standard 2007 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

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

*(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

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

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.

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

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

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	Enterprise CAL Suite Bridge for Windows® Intune
Core CAL Suite Bridge for Office 365 and Windows® Intune	Enterprise CAL Suite Bridge for Office 365 and Windows® Intune
Core Infrastructure Server Suite Standard	Core Infrastructure Server Suite Enterprise
Core Infrastructure Server Suite Enterprise	Core Infrastructure Server Suite Datacenter
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 ™ Workgroup	SQL Server ™ Standard
SQL Server ™ Standard	SQL Server ™ Enterprise
SQL Server ™ Enterprise	SQL Server ™ Datacenter
System Center Configuration Manager Standard Server Management License	System Center Configuration Manager Enterprise Server Management License
System Center Configuration Manager Enterprise Server Management License	System Center Server Management Suite Enterprise
System Center Data Protection Manager Standard Server Management License	System Center Data Protection Manager Enterprise Server Management License
System Center Data Protection Manager Enterprise Server Management License	System Center Server Management Suite Enterprise
System Center Operations Manager Standard Server Management License	System Center Operations Manager Enterprise Server Management License
System Center Operations Manager Enterprise Server Management License	System Center Server Management Suite Enterprise
System Center Server Management Suite Standard	System Center Server Management Suite Enterprise
System Center Server Management Suite Enterprise	System Center Server Management Suite 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® Essential Business Server CAL Suite	Windows EBS CAL Suite for Premium Users or Devices
Windows® Essential Business Server Standard	Windows® Essential Business Server Premium
Windows Server 2008 Standard	Windows Server 2008 Enterprise
Windows Server 2008 Standard	Windows Server 2008 Datacenter
Windows Server 2008 Enterprise	Windows Server 2008 Datacenter
Windows Server 2008 Enterprise without Hyper-V	Windows Server 2008 Datacenter without Hyper-V
Windows Server 2008 Standard without Hyper-V	Windows Server 2008 Enterprise without Hyper-V
Windows Server 2008 Standard without Hyper-V	Windows Server 2008 Datacenter without Hyper-V
Windows® Small Business Server CAL Suite	Windows SBS CAL Suite for Premium Users or Devices
Windows® Small Business Server Standard	Windows® Small Business Server Premium

SECTION 7 - Services

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.

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.

Use, ownership, and license rights.

Fixes and Services Deliverables.

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, 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 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 Devices. The device to which you assigned your Windows® Intune Device SL is the “licensed device.” If you move your Windows® Intune 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 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 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 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 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 may not run the software in the physical OSE on the qualifying third party device under the Roaming Use Rights. All use is subject to the limitation on the number of users in the General License Terms in the Desktop Operating Systems section and must be for work-related purposes. The primary user’s right to use the software under the Roaming Use Rights terminates when the corresponding rights on the work device expire, there is a change in the primary user status or when the primary user leaves your organization. At that time, you must ensure that that user is no longer using the software under Roaming Use Rights.
       
       
    5. Term of License.Despite anything to the contrary in your volume license agreement, your Windows® Intune Device SL, Windows Virtual Desktop license, these Virtualization Rights for Windows licensed devices with active Software Assurance coverage, and the corresponding Roaming Use Rights are non-perpetual. You may not access or use the software as permitted here after your subscription or coverage expires.
11. Roaming Use Rights for Devices Licensed for all editions of Office 2010, Project 2010 or Visio 2010 with Active Software Assurance Coverage:
    
    The Desktop Applications section of the product use rights, as supplemented below, provides your license terms for use of the software under all editions of Office 2010, Project 2010 and Visio 2010 licenses with active Software Assurance coverage. In the case of any conflict between the terms in the Desktop Applications section and this section, these license terms govern. These rights are granted subject to the limitation on the number of users in the General License Terms of the Desktop Applications section, and all use must be for work-related purposes.
    • Except as provided below, the single primary user of the licensed device may:
      • remotely access the software running on your servers (e.g., in your datacenter) from a qualifying third party device¹, and
      • run 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 may not run the software in the physical OSE on the qualifying third party device under the Roaming Use Rights.
    • Creating and Storing Instances on Your Servers or Storage Media. You have the additional rights below for each of your Office 2010, Project 2010 and Visio 2010 licenses with active Software Assurance coverage.
      • You may create any number of copies of the software.
      • You may store copies of the software on any of your servers or storage media.
      • You may create and store copies of the software solely to exercise your right to access and use the software under your licenses as described above (e.g., you may not distribute copies of the software to third parties).
    • The primary user’s right to use the software under these Roaming Use Rights terminates when either the corresponding rights on the licensed device expire, Software Assurance coverage expires or there is a change in the primary user status. At that time, you must ensure that that user is no longer using the software under the Roaming Use Rights.
    • Term of License. Despite anything to the contrary in your volume license agreement, these Roaming Use Rights are non-perpetual. You may not access or use the software under the license terms of this Roaming Use Rights section after your Software Assurance coverage expires.
12. Microsoft Desktop Optimization Pack (DOP) for Software Assurance.
    Active Windows Business or Professional Software Assurance coverage, an active Windows® Intune Device SL or an active Windows Virtual Desktop Access subscription license provides you with eligibility to acquire licenses for MDOP. These licenses are an optional and separate purchase from Software Assurance. See the Product List for details. If you invoke this benefit, you have the rights below for each MDOP for Software Assurance license you acquire.
    1. Installation and use rights. The "licensed device" is the device to which you have assigned your corresponding qualifying license (and Windows Business or Professional Software Assurance coverage, if applicable).
       
       Licensed Device. You may install and use the software on the licensed device. Some functionality in the software is designed to manage software on the licensed device. You may use that functionality on other devices solely to manage software running on the licensed device. You may also use the following components to manage software on servers within your domain, so long as the desktops within that domain are licensed for MDOP:
       • Advanced Group Policy Management
       • Asset Inventory Service (AIS)
       • Diagnostics and Recovery Toolset
       Use of the AIS on your licensed desktops is subject to the Additional Terms section of the Online Services section of these product use rights. See the online service's privacy statement at https://sc.microsoft.com/Help/Privacy.htm for information about how we may collect and use your information.
       
    2. Additional Licensing Requirements and/or Use Rights.
       
       • Remote Access. You may access and use the MDOP for Software Assurance software running on the licensed device remotely from another device as described below.
         • Primary user. The single primary user of that device may access and use the software remotely from any other device. No other person may use the software under the same license at the same time, except to provide support services.
         • Non-primary users. Any user may access and use the software remotely from a separately licensed device.
         • Remote assistance. You may allow other devices to access the software to provide you with support services. You do not need additional licenses for this access.
       • Roaming Use Rights. Except as provided below, the single primary user of the licensed device may use the MDOP for Software Assurance software on a qualifying third party device1 to support permitted use or remote access of your licensed software on that qualifying third party device.
         
         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.
         • These rights are granted subject to the limitation on the number of users in the “Primary User” section, and all use must be for work-related purposes.
         • The primary user’s right to use the MDOP for Software Assurance software under these Roaming Use Rights terminates when either the corresponding rights on the licensed device expire or there is a change in the primary user status. At that time, you must ensure that that user is no longer using the MDOP for Software Assurance software under the Roaming Use Rights.
    3. Term of License. You may not access or use the software after your corresponding Windows Software Assurance coverage, Windows® Intune Device SL, Windows Virtual Desktop Access subscription license or MDOP license expires.
13. Self-Hosted Applications.
    The following additional licensing requirements and/or use rights apply to Self-Hosted Applications. Self-Hosted Applications include the products marked with the “SH” next to their names in the lists of products in the licensing model sections of these product use rights.
    
    Despite any terms to the contrary in your volume license agreement including these product use rights, you may run licensed copies of Self-Hosted Applications with your own software to create a unified solution (“Unified Solution”) and permit third parties to use it, subject to the terms below. A Unified Solution also includes any Self-Hosted Applications that interact with your software that is part of the Unified Solution.
    
    Requirements:
    You must have the required Microsoft licenses and maintain Software Assurance coverage for:
    • the Self-Hosted Applications run as part of the Unified Solution; and
    • all access licenses used to make the Unified Solution available to external users.
    Your software must:
    • add significant and primary functionality to the Self-Hosted Applications that are part of the Unified Solution (dashboards, HTML editors, utilities, and similar technologies are not a primary service and/or application of a Unified Solution);
    • be the principal service and/or application, and sole point of access, to the Unified Solution;
    • be delivered over the Internet or a private network. The Self-Hosted Applications component may not be loaded onto the end user’s device; and
    • be owned, not licensed, by you, except that your software may include third party software that is embedded in, and operates in support of, your software.
    
    
    All use of the Self-Hosted Applications remains governed by the license terms for those products. You may not transfer licenses acquired under your volume license agreement except as permitted in that agreement.
    
    Changes to use rights.
    Despite the terms of your volume license agreement, we may modify or discontinue the above use rights at any time. However, if we do so, these use rights continue to apply to your use of the Self-Hosted Applications under licenses acquired before the effective date of that change.