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Microsoft Open Value FREQUENTLY ASKED QUESTIONS

Solutions for Small and Midsize Customers

Q: What is the Microsoft® Open Value program?

A: The Microsoft® Open Value licensing program is for small and midsize organizations with five or more

desktop PCs that want simplified license management and better control of their licensed product costs and

investment. It offers a convenient and affordable way to use and manage Microsoft licensed products under a

single licensing agreement. Open Value provides flexibility to acquire licenses or add product licenses as

needed. Additional cost savings are available when standardizing desktop PCs licensed organization-wide.

Q: What options are available under the Open Value program?

A: Organizations can choose from several options that are available to meet the needs of a wide range of

customers, including:

Open Value Organization-Wide Option: Open Value Organization-Wide offers predictable annual payments,

low long-term costs, and a simple way to manage licenses. You agree to acquire licenses and Microsoft®

Software Assurance for the selected licensed product for all of an organization and affiliates’ qualified desktop

PCs. An annual desktop PC price, based on the count of qualified desktop PCs, allows customers to run any

licensed product version on any desktop PC.

Organization-Wide is also attractive if customers want to standardize licensed products throughout their

organization. Standardization helps to increase security, reduce support costs, and enable Organization-Wide

solutions that require a common technology platform. The single platform option allows customers to

customize their desktop PCs as they choose with components from an operating system, the Microsoft Office

suites, and Client Access License (CAL) product pools, plus additional software products customers choose to

add in the agreement.

An additional price level, level C, is available in some countries to organizations with the Open Value

Organization-Wide or Open Value Subscription option that order licenses for at least 250 qualified desktop PCs

through their initial purchase order.

Open Value Subscription Option: Customers may choose to subscribe to, rather than acquire, Microsoft

software. Microsoft Open Value Subscription provides the lowest up-front costs with the flexibility to reduce

total licensing costs in years when desktop PC count declines. Typical subscription customers are looking to

build or maintain an information technology infrastructure on a standard platform of products to respond

rapidly to a changing business environment. Open Value Subscription is only available on the

Organization-Wide option.

With Open Value Subscription, customers pay a single price per desktop PC to deploy Microsoft technology

across your organization during the term of the agreement.

MICROSOFT OPEN VALUE FREQUENTLY ASKED QUESTIONS

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Open Value Non Organization-Wide Option: Customers that need licenses for servers, or for just some of their

desktop PCs, can open a Non Organization-Wide agreement. Customers can take advantage of spreading

annual payments for the licenses plus new product versions and the other benefits that come with Software

Assurance. Customers who do not wish to standardize their desktop PCs can obtain all licenses through

Open Value and manage all those Microsoft licenses through a single agreement.

Organization-Wide Option

Q: What are the advantages of the Open Value Organization-Wide option?

A: Open Value Organization-Wide offers the simplest way to track licenses. Rather than counting individual

licenses, customers count their desktop PCs and pay a single price per desktop PC for the platform components

that they have selected.

License costs of the platform products ordered through Open Value Organization-Wide can also be

substantially lower than the same licensed products ordered through Open Value (Non Organization-Wide).

In some countries, there is an additional price level for organizations with the Open Value

Organization-Wide option or Open Value Subscription that order licenses for at least 250 qualified desktop

PCs through their initial purchase order.

Open Value Organization-Wide is attractive to customers that want to standardize their desktop platform.

Standardization helps increase security, reduce support costs, and enable cross-organization solutions that

require a common technology platform such as line-of-business applications, business intelligence solutions,

or secure communications with integrated information rights management.

Q: How many licenses are required for Open Value Organization-Wide or Open Value Subscription?

A: Your customer will need to acquire at least one of the following licenses for each qualified desktop PC in

their organization:

Microsoft Office: Microsoft Office Professional Plus 2010

Operating Systems: Windows® 7 Professional Plus Upgrade

Client Access License (CAL) Suites: The Enterprise CAL Suite, Core CAL Suite, or the Small Business Server CAL

Suite

After purchasing at least one of these licenses in any or all of the product pools for each qualified desktop PC in

their organization, your customer may add additional licenses for individual desktop PCs, as needed. For

example, they may choose to standardize all desktop PCs on Office Professional Plus 2010. They may then

purchase Microsoft Office Visio® Professional (or any other Microsoft licensed product available through

Volume Licensing) for individual desktop PCs, as needed.

Additional information about each option is available at www.microsoft.com/licensing/programs/open

/openvalue.mspx.

MICROSOFT OPEN VALUE FREQUENTLY ASKED QUESTIONS

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Q: What are the benefits of Open Value for the customer?

A:

Licensing Simplicity. Customers can place an order and start using licensed products immediately through a

flexible pay-as-you-go model, helping to eliminate the need for forecasting. Once an order is placed, a single

authorization identification number is issued that can be reused and shared with qualified affiliates for the

duration of the two-year agreement helping to reduce procurement costs and simplify the purchasing process.

Licensing Flexibility. Open Value provides customers with a single platform option, which allows them to

choose components from the Windows operating system upgrade, the Microsoft Office system, and CALs

under a single platform, rather than being required to choose between the Small Business or Desktop

Professional platform.

Customers also have the option to choose Microsoft’s latest offerings in midsize business solutions with

Windows Essential Business Server. For organizations that want to include Microsoft Enterprise solutions in

their Open Value agreement, Office Enterprise, the Enterprise CAL, and the Microsoft Desktop Optimization

Pack are available.

Licensing Manageability. Manage licenses easily and conveniently through online tracking tools. With the

Microsoft Volume Licensing Service Center (VLSC), customers can electronically manage license orders,

review purchase history, download volume license keys for software product installation, track compliance,

and receive order confirmation information.

Licensing Affordability. Stretch software procurement budgets farther in comparison to retail purchase

options. With a simple one-time transaction, customers can pay for what they need when they need it,

giving them the flexibility to manage their software license needs.

Q: How can Open Value help customers better manage software license costs?

A:

Open Value offers volume pricing for licensed products, which allows your customers to acquire licenses for

less than the cost of full packaged product (FPP). Microsoft offers even better Open Value pricing to small

and mid-sized organizations that choose the Open Value Organization-Wide platform option.

Open Value can also help minimize up-front costs and free up IT resources by spreading license payments

over the three-year agreement term. Spreading payments is particularly helpful for organizations facing a

significant cost to upgrade their infrastructure.

With rights to new versions of licensed products included with the Open Value program through Software

Assurance, your customers may also realize substantial savings without the need to upgrade licenses

separately in the future, particularly if they upgrade their licensed products frequently.

Subscription option: Customers in some regions may choose to subscribe to, rather than acquire, licensed

products. Open Value Subscription provides the lowest initial annual cost with the flexibility to pay less in

years when the organization has fewer qualified desktop PCs in use.

MICROSOFT OPEN VALUE FREQUENTLY ASKED QUESTIONS

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Q: How can Open Value help customers control their software upgrade cycle?

A: Each Open Value license includes rights to the latest versions of the licensed products. This eliminates

unplanned budget requests for license upgrades and provides a predictable annual cost that makes upgrade

planning much easier.

The Open Value Organization-Wide option provides the greatest control over the upgrade cycle offering rights

to new versions of Windows operating system upgrades, the Microsoft Office system, or server

Client Access Licenses.

Partner Benefits to Selling Open Value

Q: Why would I want to sell Open Value rather than Open License and Software Assurance (L&SA)?

A: Open Value provides the following reseller benefits:

Spread payments generate recurring business or larger orders with three years of Software Assurance

Spread payments make new technology easier to afford, and new technology often leads to incremental

service and license revenue

Because Open Value is a three-year agreement, you receive the third year of Software Assurance revenues

Spread payments reduce up-front license costs, which can mean more budget is available for your

partner services

Free media kits reduce overhead costs

Q: How can Open Value help partners build stronger customer relationships?

A: With Open Value, partners can be more involved with their customers on an ongoing basis. Software

Assurance includes training, service, and support benefits that provide many opportunities for customer

contact. Additionally, rights to new versions of licensed software help drive regular technology upgrades and

deployment projects.

Partners often provide strategic planning services for future projects, which positions them as the leading

vendors for implementation. Recommending that your customer standardize their licensed products can deliver

a more reliable and secure infrastructure that enables you to offer more strategic and profitable services such

as implementing line-of-business applications, business intelligence solutions, and more secure

communications through information rights management, rather than troubleshooting a less secure desktop

PC environment.

Q: How can Open Value provide partners with more service and licensing revenue?

A: Open Value can be instrumental in helping to grow your revenue through lower up-front licensing costs and

additional licensing revenue. With the lower up-front costs customers get through Open Value, they are able to

acquire more technology today and allocate more of their budget towards partner services and/or additional

software. This can help expand projects to bring forward technology implementation or customization that had

been budgeted for the future.

MICROSOFT OPEN VALUE FREQUENTLY ASKED QUESTIONS

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Open Value Organization-Wide can also drive larger orders; these customers tend to acquire four times the

number of licenses as Open License customers. The platform and component savings help to facilitate

these sales.

Q: How can Open Value help us deliver more value to customers?

A: Customers that understand the significance of technology to their business can realize considerable return

on their Open Value investment. Software Assurance benefits provided with Open Value help you deliver more

than just software licenses. Benefits include:

Spread Payments—Flexibility to reduce up-front costs by spreading license payments over three years.

New Product Versions—Ability to upgrade to newer versions of licensed software.

Technical Support Assistance—TechNet Plus and other support benefits provide a higher level of support.

E-Learning Courses—Online courses hosted by Microsoft on a secure website provide end-users with

training on IT solutions and desktop PC licensed products such as Windows operating system and

Microsoft Office.

IT Training provides technical training from Microsoft Certified Partners for Learning Solutions.

Microsoft Planning Services can help customers identify opportunities to increase their organization’s

productivity and take better advantage of the capabilities of their IT infrastructure.

Windows 7 Enterprise operating system upgrade is available with Software Assurance. This premium

desktop operating system is designed to help mid-sized and large organizations with complex IT

infrastructures lower IT costs, reduce risk, and stay connected.

With the ―Cold‖ Backups for Disaster Recovery benefit, mission-critical IT solutions are better protected and

preserved in disaster recovery situations.

Open Value is the most cost-effective way for small and mid-sized organizations to acquire Software Assurance

and is the best licensing solution for customers that want to maintain their investment in Microsoft

licensed products.

For a full list of Software Assurance benefits available to Open Value customers, see

www.microsoft.com/softwareassurance.

Open Value: Selling

Q: What is the ideal customer profile for Open Value?

A: Open Value is the ideal Microsoft Volume Licensing program for small and midsized organizations that are

interested in having one agreement for the entire organization, keeping their technology investments current,

and spreading licensing payments annually. Look for the following customer profiles:

Need to simplify license tracking—Look for customers who have retail, original equipment manufacturer

(OEM), and/or multiple volume licensing agreements across departments or affiliates as they often find

value in consolidating to a single Open Value agreement to ease their license tracking.

Want to run the latest software versions—Look for customers who want or need to keep their software

current. These customers understand the value of running the latest software versions but often find it a

MICROSOFT OPEN VALUE FREQUENTLY ASKED QUESTIONS

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challenge to justify the cost of technology upgrades. Open Value removes one barrier to upgrade projects

by including rights to new versions of licensed software.

Up-front software costs are a significant concern—Look for customers who are running outdated versions of

Microsoft licensed products. They may be struggling with the potential cost of upgrading their server

infrastructure to the latest server operating system and application server versions. The ability to spread

payments annually and move to a licensing model that automatically keeps licensed products up to date can

be a compelling proposal.

Pricing

Q: How does a customer qualify for the Open level C pricing in Open Value?

A: Customers who purchase licenses Organization-Wide for 250 desktops or more in the Open Value program

under Open Value Organization-Wide or Open Value Subscription are eligible for price level C in the

Open Value program.

Open Level C is not available in Open Value for Government. Special pricing is available for qualified

government organizations. The government eligibility definition is located at https://partner.microsoft.com/

global/40060330.

Q: How do partners set customer pricing?

A: Partners receive price quotes from their distributor and are free to set prices according to the competitive

conditions in their market. Partners can use LicenseWise, an online tool that helps you put together product,

program and pricing options for customers. Find it at http://www.microsoft.com/licensing/licensewise. You

must have a Windows Live® ID to access LicenseWise.

Transitioning from Other Open Program Options

Q: How is Open Value different than Open License?

A: The key differences for Open Value are:

Product platform options are available for Organization-Wide agreements. For Open Value Subscription and

Open Value Organization-Wide, customers have the additional choice to standardize licensed products on

one or all three of the Microsoft Enterprise products available. Platform details can be reviewed at the

Open Value overview page at https://partner.microsoft.com/global/40021877.

A two-tier distribution model where the partner maintains control over the relationship with the customer.

The reseller will order licenses from their distributor and resell them to their customer, each setting their

own prices and having the option to be the exclusive owner of the relationship. Note that in Europe, the

Middle East, and Africa (EMEA), both Open Value and Open License have the same channel model.

Open Value includes Software Assurance and the associated benefits and tools, while it is an add-on to

Open License through License and Software Assurance.

MICROSOFT OPEN VALUE FREQUENTLY ASKED QUESTIONS

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Q: Do we or our customers need to transition all licenses to Open Value or can we/they license only a select

number of desktop PCs?

A: Open Value (non Organization-Wide) provides the flexibility to license only desktop PCs that need to be

licensed. Additional cost savings are available when standardizing licensed products Organization-Wide

through Open Value Organization-Wide or Open Value Subscription.

Q: How do I transition my Open License customers to Open Value?

A:

Customer acquired licenses without

Software Assurance through Open

License

Customer acquired licenses with

Software Assurance through Open

License

Customer wishes to

transition to Open Value

Non Organization-Wide

Obtain additional licenses through

Open Value.

Renew Software Assurance within 90

days after the Open License

expiration date through Open Value.

Obtain additional licenses with

Software Assurance through

Open License.

Customer wishes to

transition to Open Value

Organization-Wide

Obtain licenses with Software

Assurance for all selected platform

products through Open Value

Organization-Wide for all qualifying

desktop PCs at the start of

the agreement.

Obtain Software Assurance for all

selected platform products through

Open Value Organization-Wide for all

qualifying desktop PCs at the start of

the agreement within 90 days after

the Open License expiration date.

Customer wishes to

transition to Open Value

Subscription

Obtain licenses with Software Assurance for all selected platform licensed

products through Open Value Subscription for all qualifying desktop PCs at the

start of the agreement. Use the Up-to-Date Discount for any current licenses

for savings off the first-year payment.

Q: Why is the minimum initial order for Open Value Organization-Wide and Open Value Subscription platform

components listed as desktop PCs?

A: Platform licensed products must be ordered for all qualifying desktop PCs with a minimum of five

desktop PCs.

Q: What is a qualified desktop PC?

A: A qualified desktop PC is any PC that meets the minimum technical specifications to run current Microsoft

licensed products. Qualified desktops do not include servers, computers running only specialized line-of-

business software, or systems running embedded operating systems.

MICROSOFT OPEN VALUE FREQUENTLY ASKED QUESTIONS

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Q: Can my customer mix Office Standard and Office Professional Plus on an Open Value

Subscription agreement?

A: Open Value Subscription customers have a choice to standardize on either Microsoft Office Standard 2010

or Microsoft Office Professional Plus 2010 or to have no Office edition. To realize any standardization savings,

the platform products (Microsoft Office, operating system, and CAL) must be standardized for all desktop PCs

company-wide for these agreements. Standardizing provides customers with reduced license cost and

management time as installation, support, and training across the organization are easier with one, fixed set of

products on each desktop PC to manage.

eAgreement

Q: What parties are required to sign the Open Value agreement?

A: Only the customer and Microsoft sign the agreement.

Q: What is the process to place an additional Open Value order?

A: The reselling partner places the order with the distributor and provides the customer with an Open Value

agreement number. The distributor places the order with Microsoft and invoices the reselling partner. The

reselling partner invoices the customer.

Q: Can my customer include affiliates in other countries?

A: Affiliates in other countries may be able to be included on your customer’s agreement. See

www.microsoft.com/licensing/programs/open/openregional.mspx to determine which countries are able to

include affiliates on a centralized Open Value agreement. Including affiliates on a single Open Value agreement

can help centralize purchasing and reduce random purchase orders from remote offices.

Q: Can my customer add affiliates to their Open Value agreement after it has been accepted by Microsoft?

A: When the Open Value agreement is prepared on eAgreements, the customer choice option is entered:

Exclude all affiliates

Include all affiliates that are specified

Include all affiliates that are specified plus all future affiliates

Customers who choose the third option must include all future affiliates during the term of the agreement.

Open Value provides no other means for adding affiliates. If affiliates that did not participate in an Open Value

agreement wish to do so later, consider entering into a new Open Value agreement for those affiliates.

Q: Does my customer need to include all offices in all cities or countries on an Open Value agreement?

A: If the offices are part of the organization entering the Open Value agreement, they must be included in

the order.

If the offices are not part of the organization entering the Open Value agreement, the customer has the option

to indicate which affiliates are included in their agreement when entering the Open Value agreement. The

customer can include as many, or as few, affiliates as they like. For the affiliates they indicate, all of the

―qualifying desktop PCs‖ for those affiliates must be included on the agreement.

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Q: How do we correct entry errors on the eAgreement?

A: If the error is in the customer e-mail address and you have submitted the eAgreement, the customer will not

receive the acceptance e-mail; the eAgreement cannot be changed and you will need to create a new

eAgreement with a new agreement number that must be submitted with a purchase order to the distributor.

If the error is for any other customer or reseller information, contact your distributor, and they can have the

Microsoft operations center correct the error.

Q: What do we do if the customer rejects the eAgreement?

A: If a customer rejects the eAgreement, then the purchase order—if it has been placed already—must be

cancelled. The reseller or distributor can enter a new agreement into eAgreements to reflect the customers’

changes—for example, the choice of Organization-Wide platform products or the set of affiliates that will use

the agreement.

Product Licensing

Q: How can Open Value simplify license tracking?

A:

Open Value offers customers with multiple Open agreements the chance to consolidate into a single

Open Value agreement and track licenses online using the Microsoft Volume Licensing Service Center

(VLSC) at https://licensing.microsoft.com.

For customers that need to run different versions of a licensed product, Open Value provides the flexibility

to use a mix of versions of licensed products, rather than having to track each specific license version.

Customers with the Open Value Organization-Wide option simply need to count the number of qualified

desktop PCs in their organization and pay per desktop PC for their licenses. Customers can add additional

desktop PCs at any time and pay for them during the month of installation (or at the anniversary for the

Open Value Subscription option).

The Open Value Organization-Wide option provides even simpler license tracking through a single custom

platform license that includes the Microsoft Office system, operating system, and CAL options.

The Open Value Subscription option allows customers to pay an annual fee based on the number of

qualified desktop PCs in their organization.

— During the term of their agreement, Open Value Subscription customers may add new qualified

desktop PCs throughout the year, even temporarily, without any additional payment at the time of

deployment. At the beginning of the next year of the agreement, customers have the opportunity to

adjust the number of qualified desktop PCs up—or down—to reflect current usage.

Q: Can Open Value agreements be extended to affiliates in other countries?

A: Affiliate companies in other countries may be included on an Open Value agreement. Including affiliates on a

single Open Value agreement helps centralize procurement and purchasing, reducing random purchase orders

from remote offices. See www.microsoft.com/licensing/programs/open/openregional.mspx to determine which

countries are eligible.

MICROSOFT OPEN VALUE FREQUENTLY ASKED QUESTIONS

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Q: What media do Open Value customers receive?

A: Open Value customers receive Volume Licensing media kits (software on CD or DVD) for the initial order of

any product ordered through their Open Value agreement. If a new version of a previously licensed product is

ordered, the customer automatically receives the corresponding media kit. Licensed product media can also be

downloaded through the VLSC at https://licensing.microsoft.com.

Q: How do customers get the most from Software Assurance during the term of their agreement?

A: Customers can access and begin using their Software Assurance benefits within a few days of placing their

Open Value order. As soon as a customer has received the welcome kit letter from Microsoft, they can visit the

VLSC at https://licensing.microsoft.com to activate and begin using their Software Assurance benefits. Note that

a Windows Live ID is needed to access VLSC. Customers who do not have a Windows Live ID can get one from

www.passport.net.

Q: Where do I get more information on the Open Value program?

A: For more information on Open Value, please go to the Open Value site at https://partner.microsoft.com

/40021877.

Q: My Open Value Subscription customer with the Microsoft Office Professional Plus 2010 component needs

several Windows upgrades for their organization, but not for the whole organization. How do I order the

Windows upgrades for them?

A: The Open Value Subscription agreement notes that licenses for platform products—Microsoft Office

Professional Plus, Windows 7 Professional, or Core CAL (or Windows Small Business Server CAL)—can be

purchased for all qualified desktop PCs in the organization.

The customer may purchase the licenses as needed through another licensing program, including Open Value

(non-Organization-Wide), but not through the Open Value Subscription option.

Q: If customers normally upgrade to the latest operating system only when purchasing new computers, why

should they license Windows through Open Value?

A: Many customers replace hardware in phases over a period of several years. To maintain a standardized

desktop PC platform, they downgrade new desktop PCs to the previous operating system version until their

hardware refresh is complete. The Open Value license enables customers to run any version of licensed

software whereas the original equipment manufacturer (OEM) license only authorizes customers to run the

specific version that was provided with the hardware.

The upgrade license through Open Value allows your customers to take advantage of the latest security,

manageability, and performance benefits of the latest Windows version on all computers in their organization,

without having to wait through the entire refresh cycle after a release to be at the new standard.

MICROSOFT OPEN VALUE FREQUENTLY ASKED QUESTIONS

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Q: When customers acquire a Windows 7 Professional Upgrade license through Open Value, can they transfer

this license to a new computer?

A: If the customer currently has an original Windows 7 desktop operating system license and acquires a

Windows 7 Professional Upgrade license through Open Value, the Windows upgrade license may be transferred

to a new desktop PC.

An original Windows operating system license is required before purchasing a Windows 7 Professional

Upgrade license.

An original Windows 7 desktop license can only be acquired preinstalled on a new computer (OEM license)

or through retail stores (FPP license).

Microsoft does not offer a full Windows 7 desktop operating system license through Open Value.

Q: What is the process for placing Open Value orders?

A: Open Value orders are placed similarly to Open License orders; however, the customer details are entered

into an electronic tool by the distributor and the customer must electronically sign the agreement. Complete

details can be found at https://partner.microsoft.com/global/40064785. The eAgreement tool is at

https://eagreements.microsoft.com.

Q: How do I select the correct part number in my purchase order?

A: Every Open Value part number contains the following elements:

Product

Type of Open Value program:

— Open Value and Open Value Organization-Wide: ―Enterprise‖ is a product for which the customer has

chosen the Organization-Wide option in their agreement. If the product is not available as a platform

product (such as Office Visio), or if the customer did not select it as a platform product, you should

order it as an ―Additional Product‖.

— Open Value Subscription: ―Enterprise‖ is a product for which the customer has chosen the

Organization-Wide option in their agreement. If the product is not available as a platform product

(such as Office Visio), you must order it as an ―Additional Product‖.

Type of license:

— License with Software Assurance (all types of Open Value)

— Software Assurance-only (Open Value and Open Value Organization-Wide—not available for

Open Value Subscription)

— License with Software Assurance with Up-to-Date Discount (only available through

Open Value Subscription)

Purchase unit:

— Open Value and Open Value Organization-Wide: ―1 year‖ (available for purchases made in years

1 and 3), ―2 years‖ (only available for purchases made in year 2 that the customer wants to pay

up-front), ―3 years‖ (only available for purchases made in year 1 that the customer wants to pay up-front).

— Open Value Subscription: ―1 year‖ for the customer’s annual purchase order, ―each‖ for the buy-out

MICROSOFT OPEN VALUE FREQUENTLY ASKED QUESTIONS

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Price level: Open Value includes one price level, ―No Level,‖ for licenses purchases for a minimum of five

desktop PCs and one price level, ‖Level C,‖ for license purchases over 250 desktop PCs (where available)

Organization-Wide.

— In EMEA, you will find ―No Level,‖ ―Non-Specific,‖ or ―Level C‖ for platform products ordered through

Open Value Organization-Wide and Open Value Subscription.

Language (availability varies across regions):

— Listed languages

— All languages

— European languages

— Extended European languages

Q: What is the process for annual payments?

A:

Open Value and Open Value Organization-Wide: If a customer has previously ordered any licenses with

spread payments, they must place a purchase order before the first and second anniversary dates of

the agreement.

The number of licenses cannot be smaller than the total number of licenses ordered with spread payments

through the agreement.

For platform products, the number of licenses ordered with up-front payment plus the number of licenses

ordered with spread payments must be at least the same as the number of qualified desktop PCs.

Open Value Subscription: The customer must place a purchase order before the first and second anniversary

of the agreement for the actual number of qualified desktop PCs for the platform products they chose and

for the actual number of copies for additional products previously ordered and put in use in the last 30 days,

if any.

The annual purchase order must be placed by the distributor no later than 30 days after the anniversary date. If

later than 30 days, Microsoft has the right to terminate the agreement. License rights obtained through the

Open Value agreement will then be void.

Q: When starting the agreement, when can the reseller’s purchase order be placed with the distributor?

A: The reseller’s initial purchase order for an Open Value agreement can be placed after the agreement has

been entered into eAgreements. If it is not placed within 30 days after completion of the agreement, the

agreement will be cancelled, and the reseller will need to have a new agreement signed by the customer.

Q: When a customer wishes to add licenses with expiring Software Assurance coverage obtained through

Open License or Open Volume into an existing Open Value agreement, what is the process?

A: Open Value Organization-Wide customers can order Software Assurance for platform products at the start of

the agreement and at any time for additional products. Ordering Software Assurance for platform products

after the agreement start date is not allowed. Software Assurance must be obtained through Open Value for all

qualified desktop PCs at the start of the agreement, even if the customer is already covered by Software

Assurance for the software through another agreement.

Open Value Subscription does not offer Software Assurance–only part numbers.

MICROSOFT OPEN VALUE FREQUENTLY ASKED QUESTIONS

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Q: How should partners who don’t have a distributor relationship proceed?

A: Microsoft partners can find a licensing distributor online at https://partner.microsoft.com/global/

licensing/40014697. Distributor pricing and services may vary.

Q: What is the annual purchase order process?

A:

Microsoft sends reminder e-mail messages to the customer, partner, and distributor before the agreement

anniversary date with details about placing the annual purchase order and updating the number of licensed

desktop PCs. This purchase order must be placed even if the number of desktop PCs has not changed.

The partner should follow up with their customer to ensure that the customer places the anniversary order.

Q: What happens when an Open Value agreement expires?

A:

Microsoft will send reminder e-mail messages to the customer, partner, and distributor before the end of a

customer’s license agreement with information about an optional three-year extension. If the customer does

not respond, the agreement expires.

The partner should follow up with their customer to ensure that the customer renews their agreement.

Microsoft Volume Licensing

Q: How can customers find out what a software license allows them to do with a specific licensed product?

A: Each Microsoft licensed product includes an End-User License Agreement (EULA) text file that is displayed

during installation and can also be located on the CD-ROM (file name is EULA.txt). If a customer is an Open

License customer, use of the products licensed under their agreement is governed by the terms of the license

agreement and the product use rights specific to such licensed products. The product use rights will be made

available to customers through the website that Microsoft identifies or by some other reasonable means. Learn

more at the Product Licensing website at www.microsoftvolumelicensing.com/userights.

Q: What is the difference between the EULA and the Product Use Rights (PUR) document?

A:

Retail EULA:

— The EULA rights are between the customer and Microsoft

— Some restrictions may vary per Microsoft software and products

— The retail EULA is product-specific

— The EULA is a perpetual license

OEM EULA:

— The EULA rights are between the customer and the OEM

— Some restrictions may vary per Microsoft software and products

— The EULA is a perpetual license

Volume Licensing PUR:

— The PUR is between a Volume License customer and Microsoft

— The PUR is a single document that covers all products in Volume Licensing programs

MICROSOFT OPEN VALUE FREQUENTLY ASKED QUESTIONS

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Q: What is a Client Access License (CAL)?

A: A CAL is a license authorizing a user to access Microsoft server products and perform certain functions such

as file and print sharing, or access services such as e-mail. A single CAL is required for each user or device

accessing a server, depending on how the server has been licensed and configured. For a detailed guide to

CALs, refer to the Software Asset Management CAL Guide at www.microsoft.com/resources/sam/lic_cal.mspx

and the ―How to Buy‖ pages for individual server products.

Q: Can customers license servers on a ―per processor‖ basis instead of managing individual CALs?

A: Yes, some Microsoft server products provide a ―per processor‖ licensing option that can eliminate the need

to acquire and track CALs. This option is typically more expensive for small and mid-sized organizations without

a large user base.

Q: What is the Microsoft Core CAL?

A: The Microsoft Core CAL, only available through Volume Licensing, offers a convenient way to license basic

server components across desktop PCs. The Core CAL includes CALs for Windows Server, Microsoft Exchange

Server, Microsoft Office SharePoint Server 2007, and Configuration Management License for Microsoft Systems

Management Server.

Q: What is the Windows Small Business Server (SBS) CAL?

A: Microsoft Windows Small Business Server 2008 is licensed with either Device CALs or User CALs depending

on how the server is accessed on a regular basis. These options give you the flexibility to choose the CAL type

that best suits your business needs. Learn more about Client Access Licensing for Small Business Server at:

http://www.microsoft.com/sbs/en/us/licensing.aspx.

Q: What is the Enterprise CAL?

A: The Microsoft Enterprise Client Access License (CAL) Suite brings together 11 of the latest Microsoft products

to provide your organization the newest innovations in compliance, real-time collaboration, security,

communication, desktop management, and more. The Microsoft Enterprise CAL Suite provides an outstanding

opportunity for customers to use their existing investments in the Microsoft core platform.

For more information and for a list of products included in the CAL Suite, see

www.microsoft.com/calsuites/enterprise.mspx.

© 2010 Microsoft Corporation. All rights reserved. Microsoft provides this material solely for informational and marketing purposes. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. Customers should refer to their agreements for a full understanding of their rights and obligations under Microsoft’s Volume Licensing programs. Microsoft software is licensed not sold. The value and benefit gained through use of Microsoft software and services can vary by customer. Customers with questions about differences between this material and the agreements should contact their reseller or Microsoft account manager. The contents of this document are subject to change. Please contact your Microsoft account manager for the most current version of this document. 0810