Room To Grow Brochure.qxd (Page...

MICROSOFT ACADEMIC LICENSING PROGRAMS

room to growexpanding your software licensing options

®

introductionLicensing Overview 3Eligibility/How to Buy 4

kindergarten-12 >>Introduction 5I. School Agreement 6II. School Agreement Student Option 8III. Academic Open License 9IV. Academic Select License 10V. Software Assurance 11VI. Fresh Start for Donated Computers 13

higher education >>Introduction 15I. Campus Agreement 16II. Campus Agreement Student Option 18III. Academic Open License 19IV. Academic Select License 20V. Student Select 21VI. Software Assurance 22

public libraries + museums >>Introduction 25I. School Agreement 26II. Academic Open License 28III. Academic Select License 29IV. Software Assurance 30

individual educators + students >>Discounted Software 34

resources 35

1

table of contents

Our vision for education is simple.

Enable the worldwide community of students,

educators and lifelong learners to realize

their potential. This vision drives us every

day to inspire new ways of learning,

to remove limitations and to provide

opportunities to discover, share and grow.

2

A COMMITMENT TO LEARNINGAt Microsoft, we’re proud to support today’s critical thinkers and tomorrow’s knowledge workers through research and development, education initiatives and partnerships, monetary and software grants, and innovative technology.

We believe the learning process is enriched when educators, students, systems, resources and devices are connected. Eliminating boundariescreates a richer learning environment. And technology helps fuel the world of ideas. Through our diverse solutions, we empower studentsof all ages to continue learning and growing.

EXPLORE YOUR OPTIONSTo help you put the best software tools to work at your institution, we provide discounted purchasing for education customers—includingpublic libraries and museums—through our Academic Volume Licensing programs. These programs include the Microsoft® Academic OpenLicense and Microsoft Academic Select License programs, as well as our tremendously-popular subscription licensing programs, MicrosoftCampus Agreement and Microsoft School Agreement.

We also have a special program called Fresh Start for Donated Computers that provides no-cost Microsoft Windows® operating systemlicenses for computers that are donated to K-12 schools without a properly-licensed operating system—making it easy for the schools toput those computers to good use.

Plus, we offer discounts to educators and students who want to purchase individual copies of Microsoft software.

In this guide, you’ll find details on all of these special programs. So explore your options today, and then contact a Microsoft AuthorizedEducation Reseller to get the best tools at the best prices.

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introductionlicensing overview

ARE YOU ELIGIBLE FOR ACADEMIC PRICING?In order to enroll in an academic licensing program and acquire Microsoft Academic Edition products, your organization must meet the following definition of a qualified education user: A) Educational Organizations: An accredited organization organized and operated exclusively for the purpose of teaching its

enrolled students. B) Administrative Offices or Boards of Education: District, regional or provincial administrative offices of public

educational organizations.C) Faculty and Staff: Full and part time faculty and staff of educational organizations.D) Students of Higher Education Organizations: Full and part time enrolled students of higher education organizations.

Students of K-12 educational organizations are NOT qualified educational users.E) Public Libraries: Organizations providing general library services that meet multiple criteria.F) Public Museums: Organizations providing education or aesthetic exhibits that meet multiple criteria.G) Home-School Programs: Home-schooling programs which are nationally or locally recognized.

Note: The information on this page is a summary only. Qualified education users must be located or reside in North America, and must provide validation of their eligibility to the reseller at the time of purchase. Microsoft will resolve any issues relating to eligibility at its sole discretion. For complete details on eligibility, please visit www.microsoft.com/education/?ID=Eligible.

HOW TO BUYWhen you’re ready to purchase your software licenses, contact a local Authorized Education Reseller (AER). Microsoft AERs are speciallytrained to sell Microsoft software licenses and can answer any questions you might have.

To find an AER in North America, please visit www.microsoft.com/education/?ID=AERFind. Then select your city to get the name of localresellers who can assist you.

To speak to a Microsoft Representative about your licensing options, please call 1-887-568-2495

introductioneligibility/how to buy

4

SUPPORTING THE NEEDS OF PRIMARY AND SECONDARY SCHOOLS

Growing class sizes and shrinking budgets are putting tremendous pressure on primary and

secondary education organizations. With Microsoft academic licensing, you can ensure that students

and faculty have the most current tools, while saving time and money. Learning is enhanced and

collaboration is improved.

ACADEMIC LICENSING PROGRAMS

Microsoft offers a variety of flexible and affordable options, designed to meet the educational

objectives and budget requirements of your school:

>School Agreement—Provides convenient, subscription licensing coverage for all of your

school or district computers and users. School Agreement is the least expensive way to get the

most current Microsoft software.

>Academic Open License—Designed for schools that need as few as five licenses.

This program allows you to acquire current Microsoft products at special academic prices.

> Academic Select License—A three-year licensing agreement for schools that need a wide

range of Microsoft products and flexible payment options. Schools with approximately 250 or

more PCs are best suited for this program.

>Software Assurance—Include this option with your license purchases and receive automatic

access to the latest technology, valuable support resources and tools, plus eLearning content.

5

kindergarten-12 >>

I. School AgreementMicrosoft School Agreement is an annual, subscription licensing program specifically created to address the unique needs of primary andsecondary education organizations. With the simplicity of counting computers just once per year, School Agreement makes it easy for youto license all of your computers and keep your technology up to speed—even on a limited budget.

School Agreement gives you the rights to run the licensed software for a specified period, and licenses all upgrades and downgrades of thesoftware throughout the term of the subscription. At the end of the term, you may renew the agreement, cancel out of the annual subscrip-tion model through the Buy-out Option, or remove the software from your machines. School Agreement also offers the convenience of athree-year subscription option. With this option, per-unit pricing to your distributor remains constant for all software products ordered during your three-year subscription period.

PROGRAM BENEFITS> Easy compliance—Because all of your school's computers and users are licensed for the term of the agreement, it's easy to be sure

that your school is fully licensed for use of the School Agreement products you've selected. > Low administration—Subscription licensing eliminates the need to track licenses for individual products on every computer. This is

especially helpful for managing software assets in a decentralized environment. > Current technology—With subscription licensing programs, your users are licensed to run the most current version of the software

products included in your agreement, and your organization automatically receives media for products that upgrade during your agreement term.

> Simple budgeting and purchasing—One annual payment covers all of the School Agreement products you've selected forthe year.

> Excellent value—By standardizing on a platform of products, your total cost of software ownership is reduced while productivity andaccess to current technology are increased. You also get the benefits of Software Assurance Membership, including support resources,tools, and eLearning courses.

AVAILABLE PRODUCTSSchool Agreement allows you to use the most current versions of many of Microsoft’s most popular products. Desktop applications, operatingsystems upgrades, Client Access Licenses (CALs), and servers are all offered through this program. You also have the flexibility to select theindividual products you would like to license for your faculty, staff and students.For a complete list of available products, please visit www.microsoft.com/education/?ID=SA3Overview.

kindergarten–12 >>school agreement

6To learn more about these programs, please call your Microsoft Representative at 1-877-568-2495 or visit www.microsoft.com/education/?ID=HowToBuy.

HOW PRICING WORKSPricing for School Agreement application, system, and CAL products is based on the number of eligible PCs in the participating school ordistrict. Eligible PCs include all of the Pentium machines, Power Macs, iMacs or better. You must also include any 486 machines or belowand any Apple, UNIX, or Windows Terminals on which any of the software will be run. Please note that your reseller determines your actualpricing. Please discuss pricing details with your reseller.

PLACING YOUR ORDERThe minimum requirement for placing an order for School Agreement is 300 units. Total units per order are a factor of the products selected and the number of eligible PCs reported. You can choose any individual product or combination of products to meet thisrequirement.

Calculating total units per order is easy. Unit values for application, system, and CAL products are not weighted — each has a unit value of 1. Multiply the number of these products selected by the number of eligible PCs to get the first component of the equation. Server products are weighted and each is assigned a specific unit value. Multiplying the unit value of the server product selected by the numberordered to get the second component of the equation. Then add each component together to assess whether the minimum requirementhas been met.

To calculate your estimated price for School Agreement, please visit www.microsoft.com/education/?ID=SACalculator.

THE ADVANTAGE OF SOFTWARE ASSURANCESchool Agreement includes the benefits of Software Assurance Membership. As part your subscription license coverage, School Agreementallows you to simplify the procurement process, deploy at your own pace, and reduce the costs associated with acquiring new versionreleases by automatically providing upgrades and updates of the covered software. Plus you have the convenience and predictability of one annual payment. Additionally, you’re entitled to support resources, tools, and training. To learn more about this feature, please visit www.microsoft.com/education/?ID=SoftwareAssurance.

For more information and to download the Program Guide for School Agreement, please visitwww.microsoft.com/education/?ID=SA3Overview.

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<< kindergarten–12school agreement

Ready to buy? Contact your Authorized Education Reseller (AER). To find an AER in your area, visit www.microsoft.com/education/?ID=AERFind.

Number of application, system andCAL products selected

Number of Eligible PCs + = X Unit value of server

product selectedNumber orderedX Total Units

II. School AgreementWith School Agreement, you can also provide your students with the software they need. Through the Student Option, you may licenseyour students for one or more of the available products to use on a personally-owned computer or a school-owned computer designatedfor a student’s exclusive use (i.e. a computer checked-out to a student for the school year). The products selected do not have to matchyour faculty/staff selections.

MINIMUM ORDER REQUIREMENTWhen selecting the Student Option, you choose a specific number of students to license. This number cannot be changed over the courseof the subscription term. Your student count and the respective product selection for those students must meet the minimum requirementof 300 units. To calculate your total Student Option units, multiply the number of students by the number of student products selected. Youcannot combine your faculty/staff and student purchases to meet the 300 unit minimum.

STUDENT USE RIGHTSStudents are licensed to use the software for the subscription term. These licenses are non-perpetual. Upon leaving the organization orexpiration of the subscription term, students are required to remove the software. However, your organization may convert non-perpetualstudent licenses to perpetual licenses via the Buy-out option as an alternative to removing the software.

SOFTWARE DISTRIBUTIONPlease see our Web site at www. microsoft.com/education/?ID=StudentMedia for complete details about your options for managing anddistributing student software.

For more information about the School Agreement Student Option, please visit www.microsoft.com/education/?ID=SA3StudentOption.

kindergarten–12 >>school agreement student option


III. Academic Open LicenseMicrosoft Academic Open License offers an extensive product list and discounted pricing to schools of all sizes. By placing an initial orderfor as few as five licenses with any Authorized Education Reseller (AER), you can obtain the most current Microsoft software products whilemanaging overall costs and staying compliant.

PROGRAM BENEFITS> Simplicity—Academic Open License is easy to understand and administer with simple, clear terms for acquiring

software licenses. > Flexibility—Academic Open License is flexible enough to meet the needs of a broad range of organizations. You can choose

from a wide selection of products. After an initial order of five or more licenses, you may reorder as few as one license at a time as needed.

> Availability—You can acquire Microsoft products through Academic Open License from any Authorized Education Reseller (AER). by contacting a License Provider. For more information about AERs and License Providers see the introduction to this brochure.

> Compliancy—You will receive license confirmation information electronically and can quickly and easily view your license purchase history with eOpen—so there's never any question about what licenses you own.

MANAGING YOUR LICENSESWhen Microsoft accepts an Academic Open License order, the authorization number and license number are created and posted to theeOpen site within 24 hours, giving a view of Microsoft’s record of your license status. This site provides immediate authorization to begincopying software and deploying software licenses. It allows schools to electronically track transactions online and gain access to transactionhistory including acquisitions, reorders, and returns. It helps reduce administrative costs associated with manually tracking license certificates and software compliance. For more information on eOpen, please visit www.microsoft.com/education/?ID=eOpen.

THE ADVANTAGES OF SOFTWARE ASSURANCEWhen you include Software Assurance with licenses acquired through Academic Open License, you acquire the right to install any newrelease of covered products during the term of the Academic Open authorization number under which Software Assurance was purchased.You also qualify to receive eLearning content.

For more information and to download the Program Guide for Academic Open License, please visitwww.microsoft.com/education/?ID=Open.

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<< kindergarten–12 academic open license


IV. Academic Select LicenseFor medium-to-large educational organizations with approximately 250 or more computers and the ability to forecast software needs overtime, Microsoft Academic Select License offers a wide range of Microsoft products at high-volume discounts. With a three-year AcademicSelect License agreement, you can acquire discounted licenses on an ongoing basis and reduce your total cost of software ownership.

Each product within Academic Select License is assigned a point value and is organized into one of three product categories called “pools.”Product pools enable you to aggregate the point values of a variety of similar Microsoft products. In order to qualify for the pricing offeredthrough Academic Select License, your school must forecast to meet the minimum point requirement of 1,500 per pool over three years.

Academic Select License also offers a complimentary CD kit subscription containing the products covered by the agreement. Your organiza-tion may immediately reproduce and use these products based upon licenses acquired. Academic Select License is available through anyAuthorized Education Large Account Reseller (LAR).

PROGRAM BENEFITS > Simple, convenient license acquisition> Flexible payment options > Volume purchasing power > Extensive product listings> Software evaluation and training copies

MANAGING YOUR LICENSEThe Microsoft Volume Licensing Services (MVLS) site is an online resource to help you manage your Academic Select License agreement,access your licensing order information and purchase history, and administer Software Assurance benefits. From the site you can view yourlicensing information easily and in one place, including details about your Volume License agreements, license orders, and Volume LicenseProduct Keys.For more information on MVLS, please visit http://licensing.microsoft.com

THE ADVANTAGES OF SOFTWARE ASSURANCEWhen you include Software Assurance with licenses purchased through Academic Select, you acquire the right to install any new release ofcovered products during the term of your enrollment. By choosing Software Assurance Membership for a pool of products (applications,systems, and/or servers), you have access to additional benefits, such as support resources, tools, and eLearning courses.

For more information and to download the Program Guide for Academic Select License, please visitwww.microsoft.com/education/?ID=Select.

kindergarten–12 >>academic select license


V. SOFTWARE ASSURANCEWhen you acquire licenses for Microsoft software, you can enroll those licenses in Software Assurance. Software Assurance helps you get themost from your software. With Software Assurance you can access learning and deployment resources that enable faculty and staff to workmore efficiently than ever. You can also acquire tomorrow’s technology at today’s prices and have the ability to make annual payments.

PROGRAM BENEFITS PRODUCTIVITYA key element of Software Assurance is productivity. You can access the latest technology when you need it and choose to spread out payments annually. Offerings include: > New Version Rights—Simplify the procurement process, deploy at your own pace, and reduce the costs associated with acquiring

new version releases by automatically receiving upgrades and updates of the software covered by Software Assurance. > Spread Payments—Make annual payments for greater flexibility in managing technology expenditures and better alignment with

the yearly budget cycles of education organizations.

SUPPORT RESOURCES AND TOOLSSoftware Assurance provides organizations with access to Microsoft support resources and tools to help IT staff efficiently deploy and usesoftware. You also have access to tools to help get systems up and running smoothly. Offerings include:> TechNet Online Concierge Chat—Quickly locate information needed to troubleshoot technology issues with one-on-one

Web-based assisted search chat sessions between Microsoft online advisors and users. > TechNet Plus—For server licenses with Software Assurance, tap into TechNet Online Concierge Chat and post messages

in Managed Newsgroups for timely answers to technical questions from industry colleagues—and have access to TechNet PlusSubscription Media including tools, utilities, drivers, and how-to articles.

> Microsoft Windows Preinstallation Environment (WinPE)—Build custom solutions that speed up deployment through automation.

> Corporate Error Reporting—Identify which systems are failing and why, map solutions to crashes, and connect to up-to-date knowledge and fixes.

> Extended Lifecycle Hotfix Support—Customers with Software Assurance for their server software may request hotfixes for products in the Extended Support Phase (the two years following the five-year Mainstream Support Phase) without signing an up-frontcontract. As always, security fixes are automatically extended to customers.

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<< kindergarten–12software assurance


PROGRAM BENEFITS (CONTINUED)TRAININGWith Software Assurance, faculty and staff can get up to speed quickly on new products, and IT professionals can keep up-to-date with thelatest technical information and keep your organization moving forward with integration of current technology. The courses include streamingaudio and video software demonstrations and animations. Offerings include: > Desktop eLearning—Get training on different versions of Microsoft Office (including the various applications), Microsoft Windows,

and more. Includes courses specifically-designed to help you migrate to a new version. > Server eLearning—IT professionals can learn how to implement and administer Windows Server 2003, Windows Server 2000,

MicrosoftExchange Server, MicrosoftSQL Server™, and other Microsoft server products.

HOW TO GET SOFTWARE ASSURANCEYou can get Software Assurance by including it with licenses acquired through Academic Open or Academic Select. For School Agreementcustomers, all products included in your agreement are already covered by Software Assurance for the designated term.

If you acquire operating system or server software licenses through retail Full Packaged Product (FPP) or from an Original EquipmentManufacturer (OEM), you have 90 days to enroll those licenses in Software Assurance. Beginning with Microsoft Office 2003, you may alsoenroll Microsoft Office System 2003 desktop application product licenses acquired from an OEM Partner in Software Assurance within 90 days.

Licenses for desktop application products acquired through retail Full-Packaged Product may not be enrolled in Software Assurance. Youmay acquire Upgrade Licenses through the retail channel.

BENEFIT ELIGIBILITYThe specific benefits included with Software Assurance vary according to your volume licensing agreement. Not all license types receiveeach benefit and offerings may vary by region. For details on eligibility and provisions for each benefit, please visit www.microsoft.com/edu-cation/?ID=SoftwareAssurance.

For more information and to download the Customer Guide for Software Assurance, please visitwww.microsoft.com/education/?ID=Software Assurance.

kindergarten–12 >>software assurance


VI. Fresh Start for Donated ComputersThe Fresh Start for Donated Computers program provides qualifying K-12 schools that receive donated personal computers without theappropriate paperwork and/or original Microsoft Windows operating system with the proper documentation and installation CDs at no costand with minimal process. Both Windows 98 and Windows 2000 are offered through this program so that schools can choose the versionthat best matches the functionality of the donated personal computer as well as their technology environment and standards.

HOW IT WORKSSchools complete a short online application. Once we have reviewed and approved the application, we will provide the school with a letterthat serves as proof of valid Windows 98 or Windows 2000 licenses for their donated personal computers. We will also provide one copy ofthe software on CD for customers who have received donated personal computers that no longer have the original Windows operating system installed.

WHO IS ELIGIBLE FOR FRESH START?Accredited academic organizations that:1) Serve students from kindergarten through twelfth grade; 2) Are located in the Canada; and 3) Receive donated personal computers are eligible for this program. This includes public, private and religious K-12 schools and districts.

The personal computers licensed through the Fresh Start for Donated Computers program must meet the following specifications: > Personal computers must be received as a donation. > Personal computers must be previously used. > Personal computers, to the best of your knowledge, must have had an original Windows operating system previously installed. > Only personal computers with Intel Pentium II (or equivalent) and older processors are eligible for inclusion in this program. > The school must retain ownership of the personal computers licensed through this program and cannot transfer ownership to students

or other external organizations.

Note: Donated personal computers with Intel Pentium III (or equivalent) and newer processors that have a Windows Certificate of Authenticity(COA) affixed to the machine as a sticker as well as some form of proof that the machines were acquired as a donation already have sufficientdocumentation for a valid Windows operating system license and therefore do not need to be reported through the Fresh Start program.

For more information on the Fresh Start for Donated Computers program, please visit www.microsoft.com/education/?ID=FreshStart.

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<< kindergarten–12fresh start for donated computers


kindergarten–12 >>notes


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higher education >>

SUPPORTING THE NEEDS OF HIGHER EDUCATION

Colleges and universities are facing a variety of complex issues, including funding instability,

enrollment growth, and finding new ways to improve the educational experience. Microsoft

academic licensing helps you address some of these challenges by providing a simpler, more

cost-effective way to acquire the latest technology. As a result, your organization can better

meet the expectations of adult learners.


Microsoft offers a variety of flexible and affordable options, designed to meet your learning

organization’s educational objectives and budget requirements:

>Campus Agreement—Provides convenient, subscription licensing coverage for all of your

computers and users. Campus Agreement is the least expensive way to get the most current

Microsoft software.

>Academic Open License—Designed for organizations that need as few as five licenses.


>Academic Select License—A three-year licensing agreement for colleges and universities

who need wide range of Microsoft products and flexible payment options. Organizations with

approximately 250 or more PCs are best suited for this program.


access to the latest technology, valuable support resources and tools, plus eLearning content.


I. Campus AgreementMicrosoft Campus Agreement is an annual, subscription licensing program specifically created to address the unique needs of higher education organizations. Along with the flexibility of a streamlined agreement and subscription process, you'll appreciate the simplicity of counting people instead of computers, making it easy to license your entire organization or just a single department.Campus Agreement lets you keep your organization's technology up to speed—even on a limited budget.

PROGRAM BENEFITS> Easy compliance—Because all of your organization's computers and users are licensed for the term of the agreement, it's easy to be

sure that your organization is fully licensed for use of the Campus Agreement products you've selected. > Low administration—Subscription licensing eliminates the need to track licenses for individual products on every computer. This is

especially helpful for managing software assets in a decentralized environment. > Current technology—With subscription licensing programs, your users are licensed to run the most current version of the software


> Simple budgeting and purchasing—One annual payment covers all of the Campus Agreement products you've selected for the year.

> Excellent value—By standardizing on a platform of products, your total cost of software ownership is reduced while productivity andaccess to current technology are increased. You also get the benefits of Software Assurance Membership, including support resources,tools, and eLearning courses.

AVAILABLE PRODUCTSCampus Agreement allows you to use the most current versions of many of Microsoft’s most popular products. Desktop applications, operating systems, Client Access Licenses (CALs) and servers are all offered through this program. You also have the flexibility to select the individual products you would like to license for your faculty, staff and students. For a complete list of available products, please visit www.microsoft.com/education/?ID=CA3Overview.

For more information and to download the Program Guide for Campus Agreement, please visitwww.microsoft.com/education/?ID=CA3Overview.

higher education >>campus agreement


HOW PRICING WORKSCampus Agreement pricing for application, system and CAL products is based on a count of all of your organization's faculty/staff Full-Time Equivalent (FTE) employees. Pricing for some products is tiered depending on the number of FTE. Please discuss pricing details with your reseller.

Calculate your total FTE as follows:

PLACING YOUR ORDERThe minimum requirement for placing an order for Campus Agreement is 300 units. Total units per order are a factor of the products selected and the number of FTEs reported. You can choose any individual product or combination of products to meet this requirement.

Calculating total units per order is easy. Unit values for application, system, and CAL products are not weighted—each has a unit value of 1. Multiply the number of these products selected by the number of FTEs to get the first component of the equation. Server products are weighted and each is assigned a specific unit value. Multiply the unit value of any server product selected by thenumber ordered to get the second component of the equation. Then add each component together to assess whether the minimum requirement has been met.

To calculate your estimated price for Campus Agreement, please visit www.microsoft.com/education/?ID=CACalculator.

THE ADVANTAGES OF SOFTWARE ASSURANCECampus Agreement includes the benefits of Software Assurance Membership. As part your subscription license coverage, Campus Agreement allows you to simplify the procurement process, deploy at your own pace, and reduce the costs associated with acquiring new version releases by automatically providing upgrades of the covered software. Plus you have the convenience and predictability of one annual payment. Additionally, you’re entitled to support resources, tools, and training. To learn more about this feature, please visit www.microsoft.com/education/?ID=SoftwareAssurance.

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<< higher educationcampus agreement


Full-time faculty

Full-time staff

Totalfaculty/staff FTE

Part-time faculty

3+ + + =

Part-time staff

2


Number of FTEs + = X

Unit value of serverproduct selected

Number orderedX Total Units

II. Campus Agreement Student OptionWith Campus Agreement, it’s easy to provide your students with the software they need. Through the Student Option, you may license yourstudents for one or more of the available products to use on a personally-owned computer or an institution-owned computer designatedfor a student’s exclusive use (i.e. a computer checked-out to a student for the school year). The products selected do not have to matchyour faculty/staff selections.

CALCULATING STUDENT FTEWith the Campus Agreement Student Option, you license 100% of your students. You must include all of the students enrolled in the segment of the organization covered by your faculty/staff subscription. Your total student FTE count is calculated as follows:Full-time student + Part-time students divided by 3 = Total student FTE count

MINIMUM ORDER REQUIREMENT FOR STUDENT OPTIONYour student FTE count and the respective product selection for those students must meet the minimum requirement of 300 units. To calculate your total Student Option units, multiply your student FTE count by the number of student products selected. You cannotcombine your faculty/staff and student purchases to meet the 300 unit minimum.

PERPETUAL STUDENT USE RIGHTSUpon graduation, students licensed under the Student Option are granted perpetual use rights for the selected Campus Agreement products.You will be responsible for ensuring that graduating students receive a Student License Confirmation. Upon leaving the organization(besides graduation) or expiration of the subscription term, students are required to remove the software. However, you may convert non-perpetual student licenses to perpetual licenses via the Buy-out option as an alternative to removing the software.

SOFTWARE DISTRIBUTIONPlease see our Web site at www.microsoft.com/education/?ID=StudentMedia for complete details about your options for managing and distributing student software.

For more information about Campus Agreement Student Option, please visit www.microsoft.com/education/?ID=CAStudentOption.

higher education >>campus agreement student option


III. Academic Open LicenseMicrosoft Academic Open License offers an extensive product list and discounted pricing to higher education organizations of all sizes. By placing an initial order for as few as five licenses with any Authorized Education Reseller (AER), you can obtain the most currentMicrosoft software products while managing overall costs and staying compliant.

Program Benefits:> Simplicity—Academic Open License is easy to understand and administer with simple, clear terms for acquiring

software licenses. > Flexibility—Academic Open License is flexible enough to meet the needs of a broad range of organizations. You can choose from a

wide selection of products. After an initial order of five or more licenses, you may reorder as few as one license at a time as needed. > Availability—You can acquire Microsoft products through Academic Open License from any Authorized Education Reseller (AER). > Compliancy—With eOpen, you receive license confirmation information electronically and can quickly and easily view your license

purchase history—so there's never any question about what licenses you own.

MANAGING YOUR LICENSESWhen Microsoft accepts an Academic Open License order, the authorization number and license number are created and posted to eOpen within 24 hours, giving a view of Microsoft’s record of your license status. This site provides immediate authorization to begin copying software and deploying software licenses. It allows organizations to electronically track transactions online and gain access to transaction history including acquisitions, reorders, and returns. It helps reduce administrative costs associated with manually trackinglicense certificates and software compliance. For more information on eOpen, please visit www.microsoft.com/education/?ID=eOpen.

THE ADVANTAGES OF SOFTWARE ASSURANCEWhen you include Software Assurance with licenses acquired through Academic Open License, you acquire the right to install any newrelease of covered products during the term of the Academic Open authorization number under which Software Assurance was purchased.You also qualify to receive eLearning content.


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<< higher educationacademic open license


IV. Academic Select LicenseFor medium-to-large organizations with approximately 250 or more computers and the ability to forecast software needs over time,Microsoft Academic Select License offers a wide range of Microsoft products at high-volume discounts. With a three-year Academic SelectLicense agreement, you can acquire discounted licenses on an ongoing basis and reduce your total cost of software ownership.

Each product within Academic Select License is assigned a point value and is organized into one of three product categories called pools.Product pools enable you to aggregate the point values of a variety of similar Microsoft products. In order to qualify for the pricing offeredthrough Academic Select License, your organization must forecast to meet the minimum point requirement of 1,500 per pool over three years.

Academic Select License also offers a complimentary CD kit subscription containing the products covered by the agreement. Your organization may immediately reproduce and use these products based upon licenses acquired. Academic Select License is availablethrough any Authorized Education Large Account Reseller (LAR).


MANAGING YOUR LICENSESThe Microsoft Volume Licensing Services (MVLS) site is an online resource to help you manage your Academic Select License agreement,access your licensing order information and purchase history, and administer Software Assurance benefits. From the site you can view yourlicensing information easily and in one place, including details about your Volume License agreements, license orders, and Volume LicenseProduct Keys.For more information on MVLS, please visit http://licensing.microsoft.com

THE ADVANTAGES OF SOFTWARE ASSURANCESoftware Assurance is a simpler way to keep current with the latest and most innovative Microsoft products. When you include SoftwareAssurance with licenses purchased through Academic Select License, you acquire the right to install any new release of covered productsduring the term of your enrollment. By choosing Software Assurance Membership for a pool of products (applications, systems, and/orservers), you have access to additional benefits, such as support resources, tools, and eLearning courses.


higher education >>academic select license


V. Get Discounted Software with Student SelectHigher education customers can pass on the tremendous discounts of Academic Select License to their students by also participating in theStudent Select program. Student licenses* are currently available for:> Microsoft Office Standard Edition 2003> Microsoft Office Professional Edition 2003> Microsoft Office v. X for Mac Standard Edition> Microsoft Windows XP Professional Upgrade**

HOW TO PARTICIPATEIf you are an Academic Select 6.x customer in higher education, you can participate by starting a special Student Select Enrollment underyour Academic Select 6.x Master Agreement. Orders for Student Select licenses and corresponding individual media are placed with yourLarge Account Reseller (LAR) using your Student Select Enrollment number. Licenses and media (CDs) must be placed in equal quantities of25 or more per product per order.

DOWNGRADE RIGHTSStudent Select licenses include the right to run a previous version of the product. For instance, a student that acquires a license for OfficeProfessional 2003 may instead run Office XP Professional.

DISTRIBUTING THE SOFTWAREOnce you receive the student CDs from your LAR, you’ll need to establish a transaction point, such as your campus bookstore or computerstore. Then have your students sign a Student Select License Agreement (Addendum A to the Enrollment), pay for the software and CDs(at prices determined by your organization), and pick up their CDs for the software.

MINIMUM REQUIREMENTSThere are minimum purchase requirements associated with the Student Select Enrollment. Please see our Web site below for details.

* Software Assurance not available for Student Select licenses.** Upgrade license only; not a full license. Students who wish to acquire the Windows XP Professional Upgrade license through the StudentSelect program must first have licensed a qualifying operating system for their personal computer or workstation.

For more information and to download the Program Guide for the Student Select Program, please visitwww.microsoft.com/education/?ID=StudentSelect or contact your Large Account Reseller.

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<< higher educationstudent select


VI. Software AssuranceWhen you acquire licenses for Microsoft software, you can enroll those licenses in Software Assurance. Software Assurance helps you getthe most from your software. With Software Assurance you can access learning and deployment resources that enable faculty and staff towork more efficiently than ever. You can also acquire tomorrow’s technology at today’s prices and have the ability to make annual pay-ments.

PROGRAM BENEFITS PRODUCTIVITYA key element of Software Assurance is productivity. You can access the latest technology when you need it and choose to spread out payments annually. Offerings include: > New Version Rights—Simplify the procurement process, deploy at your own pace, and reduce the costs associated with

acquiring new version releases by automatically receiving upgrades of the software covered by Software Assurance. > Spread Payments—Make annual payments for greater flexibility in managing technology expenditures and better alignment with

the yearly budget cycles of education organizations.

SUPPORT RESOURCES AND TOOLSSoftware Assurance provides organizations with access to Microsoft support resources and tools to help IT staff efficiently deploy and use software. You also have access to tools to help get systems up and running smoothly. Offerings include:> TechNet Online Concierge Chat—Quickly locate information needed to troubleshoot technology issues with one-on-one





> Extended Lifecycle Hotfix Support—Customers with Software Assurance for their server software may request hotfixes for products in the Extended Support Phase (the two years following the five-year Mainstream Support Phase) without signing an up-front contract. That means you do not pay for extended support unless hotfixes are required. As always, security fixes are automatically extended to customers.

higher education >>software assurance


PROGRAM BENEFITS (CONTINUED) TRAININGWith Software Assurance, faculty and staff can get up to speed quickly on new products, and IT professionals can keep up-to-date with the latest technical information and keep your organization moving forward with integration of current technology. The courses include streaming audio and video software demonstrations and animations. Offerings include: > Desktop eLearning—Get training on different versions of Microsoft Office (including the various applications),

Microsoft Windows, and more. Includes courses specifically-designed to help you migrate to a new version. > Server eLearning—IT professionals can learn how to implement and administer Windows Server 2003, Windows Server 2000,

Exchange Server, SQL Server and other Microsoft server products.

HOW TO GET SOFTWARE ASSURANCEYou can get Software Assurance by including it with licenses acquired through Academic Open License or Academic Select License. ForCampus Agreement customers, all products included in your agreement are covered by Software Assurance for the designated term.

If you acquire operating system or server software licenses through retail Full Packaged Product (FPP) or from an Original EquipmentManufacturer (OEM), you have 90 days to enroll those licenses in Software Assurance. Beginning with Microsoft Office 2003, you may also enroll Microsoft Office System 2003 desktop application product licenses acquired from an OEM Partner in Software Assurance within 90 days.


BENEFIT ELIGIBILITYThe specific benefits included with Software Assurance vary according to your volume licensing agreement. Not all license types receiveeach benefit and offerings may vary by region. For details on eligibility and provisions for each benefit, please visit www.microsoft.com/education/?ID=SoftwareAssurance.

For more information and to download the Program Guide for Software Assurance, please visitwww.microsoft.com/education/?ID=SoftwareAssurance.

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<< higher educationsoftware assurance


higher education >>notes


SUPPORTING THE NEEDS OF PUBLIC LIBRARIES + MUSEUMS

Rapid advances in technology and limited operating budgets make it difficult for museums and libraries

to keep their software current. Microsoft academic licensing offers an easy and affordable way to acquire

the latest software, and can greatly reduce the time you spend on license management. Your staff and

volunteers can work together more effectively while better serving the public.


Microsoft offers a variety of flexible and affordable options to help meet your organization’s

objectives and budget requirements:

>School Agreement—Provides convenient, subscription licensing coverage for all of your

computers and users. School Agreement is the least expensive way to get the most current Microsoft

software.

>Academic Open License—Designed for organizations that need as few as five licenses.


>Academic Select License—A three-year licensing agreement for public museums and libraries

that need wide range of Microsoft products and flexible payment options. Organizations with

approximately 250 or more PCs are best suited for this program.


access to the latest technology, valuable support resources and tools, plus online training.

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public libraries + museums >>


I. School AgreementMicrosoft School Agreement was designed for primary and secondary education organizations, but it is an ideal solution for museums and libraries. With the simplicity of counting computers just once per year, School Agreement makes it easy for you to license allof your computers and keep your technology up to speed—even on a limited budget.

School Agreement gives you the rights to run the licensed software for a specified period, and licenses all upgrades and downgrades of thesoftware throughout the term of the subscription. At the end of the term, you may renew the agreement, cancel out of the annual subscrip-tion model through the Buy-out Option, or remove the software from your machines. School Agreement also offers the convenience of athree-year subscription option. With this option, per-unit pricing to your distributor remains constant for all software products ordered during your three-year subscription period.

PROGRAM BENEFITS> Easy compliance—Because all of your computers and users are licensed for the term of the agreement, it's easy to be sure that your

organization is fully licensed for use of the School Agreement products you've selected. > Low administration—Subscription licensing eliminates the need to track licenses for individual products on every computer. This is

especially helpful for managing software assets in a decentralized environment. > Current Technology—With subscription licensing programs, your users are licensed to run the most current version of the software


> Simple budgeting and purchasing—One annual payment covers all of the School Agreement products you've selected for the year.

> Excellent value—By standardizing on a platform of products, your total cost of software ownership is reduced while productivity and access to current technology are increased. You also get the benefits of Software Assurance Membership, including support resources, tools, and eLearning courses.

AVAILABLE PRODUCTSSchool Agreement allows you to use the most current versions of many of Microsoft’s most popular products. Desktop applications, operat-ing systems, Client Access Licenses (CALs), and servers are all offered through this program. You also have the flexibility to select the indi-vidual products you would like to license for your staff. For a complete list of available products, please visit www.microsoft.com/education/?ID=SA3Overview.

public libraries + museums >>school agreement


HOW PRICING WORKSPricing for School Agreement application, system, and CAL products is based on the number of eligible PCs in the participating organiza-tion. Eligible PCs include all of the Pentium machines, Power Macs, iMacs or better. Include any 486 machines or below and any Apple, UNIX, or Windows Terminals on which any of the software will be run. Please note that your reseller determines your actualpricing. Please discuss pricing details with your reseller.

PLACING YOUR ORDERThe minimum requirement for placing an order for School Agreement is 300 units. Total units per order are a factor of the products selected and the number of eligible PCs reported. You can choose any individual product or combination of products to meet this requirement.

Calculating total units per order is easy. Unit values for application, system, and CAL products are not weighted—each has a unit value of 1. Multiply the number of these products selected by the number of eligible PCs to get the first component of the equation. Serverproducts are weighted and each is assigned a specific unit value. Multiply the unit value of any server product selected by the numberordered to get the second component of the equation. Then add each component together to assess whether the minimum requirementhas been met.

To calculate your estimated price for School Agreement, please visit www.microsoft.com/education/?ID=SACalculator.

THE ADVANTAGES OF SOFTWARE ASSURANCESchool Agreement includes the benefits of Software Assurance Membership. As part your subscription license coverage, School Agreementallows you to simplify the procurement process, deploy at your own pace, and reduce the costs associated with acquiring new versionreleases by automatically providing upgrades of the covered software. Plus you have the convenience and predictability of one annual pay-ment. Additionally, you’re entitled to support resources, tools, and training. To learn more about this feature, please visit www.microsoft.com/education/?ID=SoftwareAssurance.

For more information and to download the Program Guide for School Agreement, please visitwww.microsoft.com/education/?ID=SchoolAgreement.

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<< public libraries + museumsschool agreement



Number of Eligible PCs + = X Unit value of server

product selectedNumber orderedX Total Units

II. Academic Open LicenseMicrosoft Academic Open License offers an extensive product list and discounted pricing to public museums and public libraries of all sizes. By placing an initial order for as few as five licenses with any Authorized Education Reseller (AER), you can obtain the most cur-rent Microsoft software products while managing overall costs and staying compliant.

You can also choose to include Software Assurance with your licenses and receive access to product upgrades during the licensed term andeLearning content.

PROGRAM BENEFITS> Simplicity—Academic Open License is easy to understand and administer with simple, clear terms for acquiring

software licenses. > Flexibility—Academic Open License is flexible enough to meet the needs of a broad range of organizations. You can choose from a

wide selection of products. After an initial order of five or more licenses, you may reorder as few as one license at a time as needed.

> Availability—You can acquire Microsoft products through Academic Open License from any Authorized Education Reseller (AER). > Compliancy—With eOpen, you receive license confirmation information electronically and can quickly and easily view your license

purchase history—so there's never any question about what licenses you own.

MANAGING YOUR LICENSESWhen Microsoft accepts an Academic Open License order, the authorization number and license number are created and posted to eOpenwithin 24 hours, giving a view of Microsoft’s record of your license status. This site provides immediate authorization to begin copying soft-ware and deploying software licenses. It allows you to electronically track transactions online and gain access to transaction history including acquisitions, reorders, and returns. It helps reduce administrative costs associated with manually trackinglicense certificates and software compliance. For more information on eOpen, please visit www.microsoft.com/education/?ID=eOpen.

THE ADVANTAGES OF SOFTWARE ASSURANCEWhen you include Software Assurance with licenses acquired through Academic Open License, you acquire the right to install any newrelease of covered products during the term of the Academic Open License authorization number under which Software Assurance waspurchased. You also qualify to receive eLearning content.


public libraries + museums >>academic open license


III. Academic Select LicenseFor public libraries and museums with approximately 250 or more computers and the ability to forecast software needs over time, MicrosoftAcademic Select License offers a wide range of products at high-volume discounts. With a three-year Academic Select License agreement,you can acquire discounted licenses on an ongoing basis and reduce your total cost of software ownership.

Academic Select also offers a complimentary CD kit subscription containing the products covered by the agreement. Your organization may immediately reproduce and use these products based upon licenses acquired. Academic Select License is available through any Authorized Education Large Account Reseller (LAR).


MANAGING YOUR LICENSESThe Microsoft Volume Licensing Services (MVLS) site is an online resource to help you manage your Academic Select License agreement, access your licensing order information and purchase history, and administer Software Assurance benefits. From the site you can view your licensing information easily and in one place, including details about your Volume License agreements, license orders, and Volume License Product Keys.For more information on MVLS, please visit http://licensing.microsoft.com

THE ADVANTAGES OF SOFTWARE ASSURANCESoftware Assurance is a simpler way to keep current with the latest and most innovative Microsoft products. When you include SoftwareAssurance with licenses purchased through Academic Select License, you acquire the right to install any new release of covered products during the term of your enrollment. By choosing Software Assurance Membership for a pool of products (applications, systems, and/or servers), you have access to additional benefits, such as support resources, tools, and eLearning courses.


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<< public libraries + museums academic select license


IV. Software AssuranceSoftware Assurance helps you get the most from your software. With Software Assurance you can access learning and deploymentresources that enable your staff to work more efficiently than ever. You can also acquire tomorrow’s technology at today’s prices and havethe ability to make annual payments.

PROGRAM BENEFITS PRODUCTIVITYA key element of Software Assurance is productivity. You can access the latest technology when you need it and choose to spread out payments annually. Offerings include: > New Version Rights—Simplify the procurement process, deploy at your own pace, and reduce the costs associated with acquiring

new version releases by automatically receiving upgrades of the software covered by Software Assurance. > Spread Payments—Make annual payments for greater flexibility in managing technology expenditures and better alignment with

yearly budget cycles.

SUPPORT RESOURCES AND TOOLSSoftware Assurance provides libraries and museums with access to Microsoft support resources and tools to help IT staff efficiently deployand use software. You also have access to tools to help get systems up and running smoothly. Offerings include:> TechNet Online Concierge Chat—Quickly locate information needed to troubleshoot technology issues with one-on-one





> Extended Lifecycle Hotfix Support—Customers with Software Assurance for their server software may request hotfixes for products in the Extended Support Phase (the two years following the five-year Mainstream Support Phase) without signing an up-front contract. That means you do not pay for extended support unless hotfixes are required. As always, security fixes are automatically extended to customers.

public libraries + museums >>software assurance


PROGRAM BENEFITS (CONTINUED)TRAININGWith Software Assurance, your staff can get up to speed quickly on new products, and IT professionals can keep up-to-date with the latest technical information and keep your organization moving forward with integration of current technology. The courses includestreaming audio and video software demonstrations and animations. Offerings include: > Desktop eLearning—Get training on different versions of Microsoft Office (including the various applications),

Microsoft Windows, and more. Includes courses specifically designed to help you migrate to a new version. > Server eLearning—IT professionals can learn how to implement and administer Windows Server 2003, Windows Server 2000,

Exchange Server, SQL Server and other Microsoft server products.

HOW TO GET SOFTWARE ASSURANCEYou can get Software Assurance by including it with licenses acquired through Academic Open or Academic Select. For School Agreementcustomers, all products included in your agreement are already covered by Software Assurance for the designated term.

If you acquire operating system or server software licenses through retail Full Packaged Product (FPP) or from an Original EquipmentManufacturer (OEM), you have 90 days to enroll those licenses in Software Assurance. Beginning with Microsoft Office 2003, you may alsoenroll Microsoft Office System 2003 desktop application product licenses acquired from an OEM Partner in Software Assurance within 90days.


BENEFIT ELIGIBILITYThe specific benefits included with Software Assurance vary according to your volume licensing agreement. Not all license types receiveeach benefit and offerings may vary by region.For details on eligibility and provisions for each benefit, please visit www.microsoft.com/education/?ID=SoftwareAssurance.

For more information and to download the Customer Guide for Software Assurance, please visitwww.microsoft.com/education/?ID=SoftwareAssurance.

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<< public libraries + museumssoftware assurance


public libraries + museums >>notes


33

individual educators + students >>


ACADEMIC EDITION FULL PACKAGED PRODUCTWe know that educators and college students need access to the same tools used in the workplace. That’s why we offer full and part timefaculty/staff and higher education students of qualified educational organizations the opportunity to acquire Microsoft Academic EditionFull Packaged Product (boxed retail product) at special pricing for work and personal use at special pricing.

Many of our most popular products are available as Academic Edition Full Packaged Product, including: > Microsoft Windows XP Professional Upgrade (Full versions of Windows not available) > Microsoft Office Professional Edition 2003 > Microsoft Office XP Professional > Microsoft Office FrontPage® 2003 > Microsoft Office Project 2003 > Microsoft Office Publisher 2003 > Microsoft Office Visio® 2003 > Microsoft Office Visual Studio® .NET Professional 2003 > More...

To acquire Microsoft products at these special academic prices, you must contact a Microsoft Authorized Educational Reseller (AER). Mostcollege campus bookstores are AERs. To find an AER, please visit www.microsoft.com/education/?ID=AERFind.

MICROSOFT OFFICE STUDENT AND TEACHER EDITION 2003

Microsoft Office Student and Teacher Edition 2003 is an affordable way for students and teachers to get Microsoft Office productivity toolsto use at school and home. This edition of includes the most used Office programs—Excel 2003, Outlook® 2003, PowerPoint® 2003, andWord 2003—at a special estimated retail price of just $149 US.

Get product details and find out if you qualify at www.microsoft.com/office/editions/prodinfo/students/default.mspx.

individual educators + students >>discounted software


LOCATING AN AUTHORIZED EDUCATION RESELLER (AER)To find an AER in your area, use our search tool at www.microsoft.com/education/?ID=AERFIND.

SOFTWARE ASSURANCELearn more about the benefits of Software Assurance at www.microsoft.com/education/?ID=SoftwareAssurance.

TECHNET FOR EDUCATIONYou’ll find a wealth of "how to" details on evaluating, deploying, maintaining and supporting Microsoft technology in a learning environment at www.microsoft.com/technet/education/.

WORKFORCE DEVELOPMENTMicrosoft authorized training and certification programs provide the Professional Development you and your faculty members need. Visitwww.microsoft.com/education/?ID=WorkforceDevelopment to learn about your options.

INSTRUCTIONAL RESOURCESVisit www.microsoft.com/education/?ID=InstructionalResources to get the latest curriculum resources, professional development tools, andcommunities of practice and expertise to bring technology to life.

SCHOOL AGREEMENT ESTIMATED PRICE CALCULATOREstimate the price for one year of School Agreement coverage at www.microsoft.com/education/?ID=SACalculator.

CAMPUS AGREEMENT ESTIMATED PRICE CALCULATOREstimate the price for one year of Campus Agreement coverage at www.microsoft.com/education/?ID=CACalculator.

MORE INFORMATIONIf you have further questions about our licensing programs for education, please visit our Web site at www.microsoft.com/education/?ID=HowToBuyInstitution, or contact a reseller.

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<< resources

M

© 2003 Microsoft Corporation. All rights reserved. Microsoft, FrontPage, Visio, Visual Studio, and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Other product or company names mentioned herein may be the trademarks of their respective owners.

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