Demystifying Microsoft Desktop Licensing

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Paula Collins
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1 Demystifying Microsoft Desktop Licensing

2 Presenter: Amy Amos Licensing Account Executive, CDW Corporation Thank you for being here today August 18, 2014

3 Agenda Desktop Operating Systems Reimaging & Downgrade Rights VDI Scenarios BYOD & Companion Licensing Office 365

4 Our firm is buying all of our desktops/laptops with a Windows Professional OEM operating system, why do I need the Windows Upgrade on my agreement?

5 Windows 8.1 & RT Editions and Availability OEM PC Preinstall Full Packaged Product (FPP) Volume Licensing

6 Key Benefits of Volume Licensing The most cost effective way to keep PCs current with the latest version of Windows Access to enterprise grade solutions only available through Volume Licensing Greatest flexibility for how Windows is deployed in an organization

7 Qualified Devices and Users Rules Under Enterprise Agreements From the Enterprise Agreement Enrollment QUALIFIED DESKTOPS Machine capable of running Windows Professional Operating System Device used to access a virtual desktop infrastructure (VDI) Managed as part of an EA Enrollment QUALIFIED USERS User of a qualified device, Access any server requiring CAL or Enterprise Online Services (unless exempt) Full Chart can be found in the Appendix

8 Optional Subscription Add-On Software Assurance for Windows 8.1 Exclusive Access to Enterprise Offerings Windows 8 Enterprise Edition New Version Rights Microsoft Desktop Optimization Pack Greatest Flexibility for how you use Windows Readiness and Support Virtualization Rights Windows To Go Rights Technet Benefits 24x7 Support Roaming Use Rights Enterprise Sideloading E-Learning Training Vouchers Windows Companion Subscription License Extended Hotfix Support * Eligibility for these benefits may vary depending on the Volume Licensing program and license quantity How to License Add SA to Windows 8.1 Pro upgrade licenses purchased through Open or Select Plus SA is included in Open Value and Enterprise Agreement. Benefits are valid while SA coverage is active

9 Our firm is buying all of our desktops/laptops with a Windows Professional OEM operating system, why do I have Windows Upgrade on my agreement? OEM is only way for full version All Volume Licensing is Upgrade Only Add Software Assurance for additional features and benefits Ability to add on options such as MDOP and Companion Licensing

10 We only upgrade to a new version of the OS when a machine is replaced. Imaging machines is a pain! We have to manually add applications, re-enter keycodes, etc. What a mess!

Reimage Rights Microsoft allows you to use a VL key to reimage OEM machines as long as the media pack used is exactly the same as the OEM sticker provided with the machine.

11 Reimage Rights Microsoft allows you to use a VL key to reimage OEM machines as long as the media pack used is exactly the same as the OEM sticker provided with the machine. Win 8 Pro OEM Reimage with Win 8 Pro VL media In Compliance! Win 8 Pro OEM + Win Ent Upgrade with SA Reimage with Win 8 Enterprise VL media Out In of Compliance! Compliance!

12 Downgrade Rights Microsoft allows you to downgrade by one version with OEM Licensing and as far back as you want with Software Assurance. Win 8 Pro OEM Reimage with Win 7 Pro VL media In Compliance! Win 8 Pro OEM + Win Ent Upgrade with SA Reimage with Win XP VL media Out In of Compliance! Compliance!

13 We only upgrade to a new version of the OS when a machine is replaced. Imaging machines is a pain! You CAN reimage like for like versions of OEM using Volume Licensing key codes for simplified imaging OEM can downgrade back one version Software Assurance allow unlimited downgrading

14 We keep hearing about VDI, how does that work?

Application Virtualization Applications are centrally hosted and

Session which could give the end-user the look and feel of a desktop OS

16 Application Virtualization Applications are centrally hosted and running on Windows servers and users can remotely interact with the applications or a server session. You can present just applications or you can provide a server OS Session which could give the end-user the look and feel of a desktop OS experience. RDS & WinSvr CAL RDS & WinSvr CAL RDS & WinSvr CAL App App App Windows Server OS Server Hardware Win Svr OS License

Virtual Desktop Infrastructure (VDI) You host the full desktop operating system virtually in your datacenter and present to your end users over a secure

17 Virtual Desktop Infrastructure (VDI) You host the full desktop operating system virtually in your datacenter and present to your end users over a secure connection. The End User receives the full operating system experience. App App App App App App App App App App App App??? Win 7/8 Win 7/8 Win 7/8 Hypervisor Server Hardware

18 Two Groups of Devices Rich Clients Windows Professional Win 8.x Pro Win 7 Pro Win XP Pro Mac OSx Snow Leopard Leopard Tiger Panther Thin / Mobile Clients Windows RT Thin Client/Zero Clients Embedded Android Mac ios Smart Phones

19 Two Primary Licensing Options SA for Windows VDA PC Typical device Thin client Yes Qualifying OS required No Yes Local install rights No Enterprise Edition Flexible Use Rights Rights to Purchase New Expanded New New

20 Companion Device Licensing Companion Device licensing is valid for the primary user of a Software Assurance Windows Upgrade, VDA or Intune License Corporate owned Employee owned Device Type device device Windows RT Companion VDA Rights (Free)

21 Key Questions When determining the licensing requirements for a given scenario, make sure you can answer these key questions about the user, device, and the location. User Device Location Is the user covered by a CAL Suite on a per-user basis? Is the user the single primary user* of the device? Can the organization easily identify the primary user of the device? Is the device covered by a CAL Suite on a per-device basis? Qualified MS OS? Qualified Device or qualified 3 rd Party device? Accessing VDI? Employee Owned or Corporate Owned? Will the user access the software on the corporate premises (on site)? Will the user access the software remotely from outside of the corporate premises (off-site)? * Primary user means the user who uses the device more than 50% of the time in any 90 day period

22 Scenarios Desktop Licensing

23 Bringing a tablet device not running Windows to work Office Pro Plus Windows Upg w/ SA CAL Suite by User Firm allows employees to buy tablet devices that are not capable of running Windows 8 Pro (i.e. ipad, Android, Windows Surface RT, etc.) and bring them to work. Firm considers the device to be secondary (Companion) device to the user s primary device at work. Users can access only on these devices via Outlook Web App (OWA). Do not use Outlook messaging or collaboration clients. Corporate policy does not permit delivering a VDI to these devices.

24 Bringing a tablet device not running Windows to work VDI Allowed CAL Suite by User Office Pro Plus Windows Upg w/ SA Office Pro Plus VDA or CSL Firm allows employees to buy tablet devices that are not capable of running Windows 8 Pro (i.e. ipad, Android, Windows Surface RT, etc.) and bring them to work. Firm considers the device to be secondary (Companion) device to the user s primary device at work. Users can access only on these devices via Outlook Web App (OWA). Do not use Outlook messaging or collaboration clients. Corporate policy allows delivering a VDI to these devices.

25 Multiple Corp Devices + Personal Device VDI Allowed CAL Suite by User Office Pro Plus Windows Upg w/ SA Office Pro Plus VDA Office Pro Plus VDA or CSL Firm provides employees with a traditional laptop running Windows 8.1 and a tablet device that is not capable of running Windows 8 Pro (i.e. ipad, Android, Windows Surface RT, etc.) to use on premises. Firm also allows the user to bring personal devices on premises. Users can access only on personal devices via Outlook Web App (OWA). Do not use Outlook messaging or collaboration clients. Corporate policy allows delivering a VDI to personal devices.

26 Working Remotely with SA Enterprise CAL Suite by User Office Pro Plus w/ SA Windows Upg w/ SA Extended Roaming Rights to off premise, non corporate devices Extended Roaming Rights to off premise, non corporate devices The user is working remotely with their own PC or a public terminal. User is connected to a Windows 7 Pro virtual machine (VM) using VDI Technology via a web browser. Every user in the organization is licensed with the Enterprise CAL Suite The Windows OS and Office Pro Plus licenses for the user s primary work device are covered by Software Assurance. The home device is a third-party device and not managed by the organization, so it is not a qualified device under the Microsoft Enterprise Agreement (EA).

27 Working Remotely No SA Enterprise CAL Suite by User Office Pro Plus 2013 Windows OEM RDS CAL by User Office Pro Plus 2013 VDA The user is working remotely with their own PC or a public terminal. User is connected to a Windows 7 Pro virtual machine (VM) using VDI Technology via a web browser. Every user in the organization is licensed with the Enterprise CAL Suite The Windows OS and Office Pro Plus licenses for the user s primary work device are NOT covered by Software Assurance. The home device is a third-party device and not managed by the organization, so it is not a qualified device under the Microsoft Enterprise Agreement (EA).

28 Bring your own PC Remote Access CAL Suite by User Office Pro Plus 2013 VDA + MDOP + CSL The organization has decided not to buy the employees PCs. Users choose their own device, buy it, and bring it to work. Users also use the device when working from home. Users require capabilities for Exchange Server, SharePoint Server, and Lync Server on their devices. The company wants a licensing approach that will work on any device a user chooses. Licensing Simplicity is a key requirement.

29 My peers keep talking about VDI, how does that work? TALK TO A SPECIALIST

30 Office 365 Is your head in the cloud?

Why Office 365 User Based Anywhere Any Device Finances Count the number of users for the majority of projects True down annually Office Licensing for 10+ devices per user End users can access the

31 Why Office 365 User Based Anywhere Any Device Finances Count the number of users for the majority of projects True down annually Office Licensing for 10+ devices per user End users can access the environment from any device corporate owned, personally owned, or public kiosks Multiple devices supported even ios and Android Shift from capital expense to operational expense Pay only for time used for new users Displace other vendor costs by consolidating

32 Multiple Corp Devices + Personal Device VDI Allowed CAL Suite by User Office Pro Plus Windows Upg w/ SA Office Pro Plus VDA Office Pro Plus VDA or CSL Firm provides employees with a traditional laptop running Windows 8.1 and a tablet device that is not capable of running Windows 8 Pro (i.e. ipad, Android, Windows Surface RT, etc.) to use on premises. Firm also allows the user to bring personal devices on premises. Users can access only on personal devices via Outlook Web App (OWA). Do not use Outlook messaging or collaboration clients. Corporate policy allows delivering a VDI to personal devices.

Multiple Corp Devices + Personal Device VDI Allowed CAL Suite by User Office Pro Plus Windows Upg w/ SA Office 365 Pro Plan Plus E3 + Bridge CAL VDA Office Pro Plus VDA or CSL Firm provides employees

33 Multiple Corp Devices + Personal Device VDI Allowed CAL Suite by User Office Pro Plus Windows Upg w/ SA Office 365 Pro Plan Plus E3 + Bridge CAL VDA Office Pro Plus VDA or CSL Firm provides employees with a traditional laptop running Windows 8.1 and a tablet device that is not capable of running Windows 8 Pro (i.e. ipad, Android, Windows Surface RT, etc.) to use on premises. Firm also allows the user to bring personal devices on premises. Corporate requires Office Pro Plus for these users to be able to manage their job functions. Corporate policy allows delivering a VDI to personal devices.

34 Office 365 Pro Plus Microsoft now offers Office Pro Plus as a subscription via Office 365. Some things to know Can install on up to 15 devices: 5 rich desktops/laptops/vdi, and 5 tablets, and 5 phones Corporate or Personally Owned Replaces Home Use Rights Program Must set up O365 account to take advantage of multiple installs. Can locally install Click to run is best O365 keeps track of the installs and notifies the user if they are over the limit. No downgrade rights to previous versions. Can run side by side with existing perpetual licensing rights.

36 Questions We ll now open it up for questions

37 Thank You

38 Qualifying Operating Systems Microsoft lists the qualifying operating systems on the Product List which is updated monthly and can be downloaded here.

39 The Teleworker CAL Suite by User Office Pro Plus Windows Upg w/ SA + MDOP As part of a telework initiative, users split their time between working in the office and working from home. All users are issued corporate notebooks and are required to use them for business purposes. Users will store data locally on their devices. Corporate security requires a solution to secure this data in case a users device is lost or stolen. This constitutes management of the device, which requires that the device be covered by the EA.

40 The Road Warrior CAL Suite by User + CSL for multiple devices Office Pro Plus Windows Upg w/ SA OR VDA Users are highly mobile and travel 80 percent of the time to visit customers or other locations and work from home the remainder of the time. Users provide their own desktop PC or notebook Users do not want to overwrite the image on their personal PC or notebook with a corporate image. Corporate security requires that company data remains segregated from personal OS Running Windows 8 Enterprise from a USB Stick via Windows To Go is the preferred solution.

41 USER VS. DEVICE CALS Microsoft is very specific to what is considered a qualified user or a qualified device. User Used when there are more devices than users Device Used when there are more devices than user

42 USER V. DEVICE CALS Device Example End User Tablet Corporate Issued Smart Phone Personally Owned Laptop Corporate Issued 5 Sets of Device CALs Required Smart Phone Corporate Issued Tablet Personally Owned

43 USER V. DEVICE CALS User Example End User Tablet Corporate Issued Smart Phone Personally Owned Laptop Corporate Issued 1 Set of User CALs Required Smart Phone Corporate Issued Tablet Personally Owned

44 Acronym Stands For Definition SA Software Assurance More than just new upgrade rights, includes training, additional roaming rights, planning services vouchers, home use program, etc. EA Enterprise Agreement Three year licensing contract that allows for annualized payments with annual true ups in a locked pricing model. VDI Virtual Desktop Infrastructure When a full desktop OS is served from the datacenter to a remote end user via a broker like VMWare Horizon View or Citrix XenDesktop OS Operating System Generally, meaning the Desktop or Server Operating System DT/LT Desktop or Laptop A traditional desktop or laptop running a full OS such as Window Pro or Mac OSX DEFINITIONS acronyms that I may use that will be important to understand

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