Template Setup Guides & Guidelines

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Overview
Enrollment for
Education Solutions
Distis and
AERs
2
Microsoft Solutions for Academic Institutions
Microsoft’s commitment is to help students and educators throughout the world realize
their full potential
Academic Volume Licensing puts Microsoft software and services in the hands
of educators and students so they can interact, collaborate, and learn through:
Supporting the needs of all types of students, educators and schools with dependable, secure and flexible
products and technologies that are affordable, easy to use, and work with what you use today and
tomorrow.
Enabling vibrant learning communities with programs and services that help bring people together to
communicate and collaborate.
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Who qualifies for EES?
The Enrollment For Education Solutions is available to the following
Qualified Educational Users
Educational
Institutions
Administrative
Offices
Boards of
Education
An “organization” may be defined across the spectrum, from the entire institution to a school district to a specific school site or
department, and in cases where such definitions are not possible, an “organization” could simply be a logical group within the
institution.
The Qualified Educational User Definition (QEU) varies by region. View the QEU at
http://www.microsoftvolumelicensing.com/userights/DocumentSearch.aspx?Mode=3&DocumentTypeId=7
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EES Customers Benefits
Easy Compliance
Count your employees once
per year and you’re fully
covered for all on-premises
platform products licensed.
Low
Administration
Subscription licensing eliminates
the need to track your licenses
for the selected desktop
platform products on every PC.
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Customized
Solutions
Add additional products,
either institution-wide,
departmental-wide, or for
individual devices at any
time
Lower Total Cost of
Ownership (TCO)
Maximize the value of your
investment with access to
current technology, Work at
Home (WAH) rights, student
licensing, evaluation rights,
Software Assurance, and more
Simplified Asset
Management
Easily track and manage your
software assets with selfservice online tools such as
Microsoft Volume Licensing
Service Center (VLSC)
Cloud on Your
Terms
Free* access to Office 365
Education A2, plus the ability
to subscribe to additional
Microsoft Online Services
through your EES
*No license fee; doesn’t include deployment or support
costs associated with the service.
Student Advantage
For Volume Licensing
Customers – EES or OVS-ES
Purchase Office for 100% of
organization's faculty & staff
Office 365 ProPlus for students
at no extra cost
EES Partner Benefits
Simplified Sales Motion
• One set of program rules, versus multiple guidelines makes it easier for Partners to sell
• One enrollment for both K-12 and higher ed, leaving fewer contracts to manage
• Device count of School enrollment is outdated, FTE count better fits the academic market today
• Simplified contract reduces the complexity for both customers and partners
Competitive Advantage of the Offering
• Program features (e.g. FTE counting) present new opportunities to combat competitive threats
• Licensing options cover spectrum of customers, enabling Partners to go after new accounts
Deepen the Customer Relationship
• Full integration of Office 365 within the offering
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EES Includes Software Assurance
New Products




New Product
Versions
Step-Up Licensing
Availability
Microsoft Desktop
Optimization Pack
(MDOP)
Windows 8
Enterprise Edition
Deployment










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License Mobility Through
Software Assurance
Windows Virtual Desktop
Access (VDA) Rights
Windows Companion
Subscription License‡
Windows RT Companion
VDA Rights
Windows To Go Use
Rights
Windows Roaming Use
Rights
Windows Thin PC
Office Roaming Use
Rights
TechNet Benefits
Microsoft Office MultiLanguage Pack
Training


Specialized
E-Learning

Home Use
Program

Cold Backups for
Disaster Recovery
Spread Payments
“Our Microsoft volume licensing
agreement is a key component of our
strategy to provide consolidated, low
cost, high value services to the
faculty, staff, and students…. It
simplifies administration, lowers
costs, and improves security
and compliance.”
Mike Conlon, Ph.D, Associate CIO,
IT Architecture, University of Florida
Additional Benefits Included with EES
Stretch your budget with valuable benefits
Cloud Services
Free* access to Office 365
Education A2
*No
license fee; doesn’t include
deployment or support costs
associated with the service.
Access to Microsoft
developer tools, platforms,
and servers in labs,
classrooms and on
student computers for
research and instructional
purposes.
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Work at Home
Rights
Permit your faculty and
staff to use application,
system, and CAL products
on a personally owned
computer for work-related
purposes.
Windows Virtual Desktop
Access (VDA) with your
Windows upgrade license
allows access to software
in VDI environments and
to remotely access virtual
desktops from third-party
devices such as home PCs.
eLearning
Discounted software for
educators’ home use.
Electronic delivery (eHUP)
eliminates need for WAH
administration, reduces
deployment cost & import
duties, and is a “green”
alternative.
Roaming Use
Rights
Allow your users to remotely
access software on their
virtual desktops from thirdparty devices such as home
PCs and internet kiosks.
Roaming rights + VDA
reduce the need for WAH
deployment.
Self-paced trainings help
you faculty, staff, and
students learn to use the
latest software and
improve productivity and
classroom learning while
reducing your support
costs.
How to Buy
2 ways to buy through the EES program, depending upon the size of the organization
Campus and School Agreement + Enrollment for Education Solutions (CASA+EES)
Open Value Subscription – Education Solutions (OVS-ES)
Focus of this
presentation
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OVS-ES Contract Options
The Open Volume Subscription for Education Solutions (OVS-ES) is a single eAgreement for
enrolling in EES
OVS-ES includes:


An overview of the program and general terms and conditions
Details on topics such as distributing software to licensed users and Work at
Home rights

Desktop platform product selections

Subscription term (one or three years)
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OVS-ES Subscription Term
Customers choose a one-year or three-year subscription term
Choice of 12 or 36 months of subscription licenses
Optional one-time 36-month extension at end of term
 Updated FTE count and product selections
To continue subscription after the 36-month extension (or to subscribe for one year at a time) submit a new OVS-ES
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Up-To-Date (UTD) Discount for OVS-ES*
Customers receive up to a 50% discount on the first year price of the eligible quantity of
platform products the first time they start a new 3-year OVS-ES
Available for existing licenses of the latest (N)
or previous version (N-1)
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Save
50%
Counting Faculty/Staff FTE Employees
EES offers the convenience of licensing products based on the number of faculty/staff (FTE)
employees in the organization
The formula below outlines how to determine the number of faculty/staff FTE employees in the
organization:
Full-time faculty
Part-time faculty
3
Full-time staff
Part-time staff 
2
Total FTE
employees
For example, the customer has 200 full-time faculty, 300 part-time faculty, 100 full-time staff, and
100 part-time staff. The FTE employee count is calculated as follows:
200 + (300  3) + 1,000 + (100  2) = 450 FTE employees
Note: In EMEA, FTE Employees = faculty and staff who work more than 200 hours per year.
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Qualifying for OVS-ES with On-Premises Software
Define the Org
Entire institution with
or without affiliates
department, school
site or other defined
user grouping
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Count FTE
Employees
and/or Students
Calculations
factor in fulltime/parttime
Minimum of
5 FTE to
qualify
License at Least
One DPP OrgWide
Tiered
pricing on
Desktop
Platform
Products
Choose
Additional
Products
Available
org-wide or
in specific
quantities
Add Office 365
and/or Student
Option
Extend
solution to
the cloud
and
students
Desktop Platform Product Options
Professional Desktop Platform Suite:
Enterprise Desktop Platform Suite:
Windows Pro Upgrade
Windows Pro Upgrade
Microsoft Office Professional Plus
Microsoft Office Professional Plus
Core CAL Suite
Enterprise CAL Suite
Above desktop platform products (DPPs) must be licensed organization-wide based on FTE employee count and may be licensed
individually or in the Desktop suite.
Office 365 ProPlus Subscription is also a DPP, however, unlike other DDPs which are licensed based on the FTE, it requires a
User Subscription License (USL) for each individual user organization-wide for a minimum of 1000 users.
Individual CAL Suite components are not desktop platform products, but must be licensed organization-wide.
Add the Microsoft Desktop Optimization Pack (MDOP) for Software Assurance as part of your Professional Desktop Platform Suite
or Enterprise Desktop Platform Suite.
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Additional Software Products
A broad selection of software and services are available as additional products and may be
licensed by individual licenses in any quantity.
Qualifying Products Include:
http://www.microsoftvolumelicensing.com/userights/PL.aspx
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Office 365 At a Glance
Value of Microsoft Office 365 Education
Meet student and educator needs
Enable learning from anywhere
Comprehensive tools
to do your best work
Enterprise-grade
cloud services
Office 365 Education Plans
Voice

Office 365 ProPlus

Voicemail & Compliance Archiving

Access, Excel, Forms, Visio Services
Office Web Apps




IM & Presence
Collaboration Portal



Conference
Email, calendar, AV/VS, Personal Archive
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Exchange Online Archiving
for Exchange Online
Exchange Online Archiving
for Exchange Server
Exchange Online Plan 1 for
Alumni
Exchange Online Plan 2
Lync Online Plan 3
Office Professional Plus
Subscription
Office Web Apps with
SharePoint Online Plan 2
Project Pro for Office 365
SharePoint Online Extra
Storage
Visio Pro for Office 365
Partner Services Opportunities
Help Partners broaden their service offerings, grow margins, cement advisor role
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Deployment
planning and
evaluation
Infrastructure
integration,
synchronization
Data migration
(email, contacts,
3rd party apps)
Monitoring and
Management
services
Post-deployment
support and
training
Custom Solution Development
Identity
Mobile devices
integration
Reporting
Enterprise
Social
Recommended sales approach
Lead with the Education Desktop on-premises
Lead with Education Desktop
Position free Office 365 Education A2 through www.office365.com as
means to extend capabilities into the cloud and as a complement to
on-premises deployment
Upsell to Office 365 Education A3
Fall back to free Office 365 Education A2 for faculty/staff
Upsell to
Office 365 Education A3
Incorporate service offerings to boost revenue and margins. Sell in
packaged services, application customization, cloud migration, etc.
Deploy Student Option as a benefit of Education Desktop
Move students to the cloud with free Office 365 Education A2
Offer free* A2 for Students
Attach Exchange Online integration and other services to your sales
offering
Selling with Free Office 365 Education A2
•Add free A2 to Education Desktop on-premises deployments
•Show customers the value of keeping the Desktop intact vs. unbundling
•Sell in archiving and extra storage along with free A2
•Add free A2 for students
Education Desktop vs. Unbundled Remaining Components
$17.04
$16.32
Drop:
 Exchange CAL
 SharePoint CAL
 Lync CAL
FEP
SCCM CML
Win CAL
Office Pro Plus
Windows Upgrade
Education
Desktop
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Remaining
Components
Unbundled
Minimal savings of $.72 GBP, NET per
FTE, but lose:
• Desktop bundle discount
• Core CAL bundle discount
• On-premises org-wide coverage of
Exchange, SharePoint, and Lync CALs
and any incremental on-premises
functionality
Guidance:
Position A2 as a way to extend
features/functionality into the cloud
rather than unbundling and removing
on-premises deployment.
Office 365 Education in OVS-ES
Qualify for OVS-ES, then add Office 365
Meet Minimum
Requirements:
 Organization-wide
Commitment
 At least one Desktop
Platform Product
 5 FTE or more
Add Office 365 Services for Faculty/Staff or Students:
 A3 full USL
 A3 Add-On
 Office 365 ProPlus
Per user, in any quantity as Additional Products
In OVS-ES, Office 365 Plans are not platform online services and do not
count toward the org-wide commitment.



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Sold as 1 year subscription
Up-front payment
No minimum threshold once program minimums are met
Ordering Office 365 via OVS-ES
ORDER
Place the order with
your reseller
CONFRIMATION
You will receive an email
confirmation once order
is processed
RETRIEVE
PRODUCT KEYS
5x5 Product Keys
appear in VLSC
ACTIVATE &
PROVISION
Input 5x5 product keys on
www.office.com/setup365
to activate service and
provision user accounts
If your organization already has Online Services, sign in to your existing tenant account to input
the product keys and provision the new user accounts.
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Adding Free and Paid Office 365 Plans to OVS-ES
Add the free Office 365 Education A2 through MOSP and Plan A3 or Office 365 ProPlus
through OVS-ES
All Office 365 licenses are assigned per user and may be ordered in any quantity needed. The user count may exceed the FTE count for on
premises ordering.
MOSP
260 Users
in Organization
Defined “Organization” 200 FTE
Org-wide Count
= 200 FTE / 260 Users
OVS-ES
OVS-ES
75 Users
Order in any quantity
Education Desktop
Education Desktop Org-Wide
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Plan A2 (Free)
Plan A2 – Free through MOSP
License for 200 FTE
License for all 260 Users
All users and on-premises
devices are covered
No on-premise license for
related products
Plan A3 Add-on
Plan A3 Add-on – through OVS-ES
License per user in any quantity
needed after qualifying for OVS-ES
On-premises Rights with Office 365 Plans
Office 365
License
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On-premises License
A2
No related on-premises license
A3/A4 less
than org-wide
Users with assigned A3/A4 USL have on-premises rights to:
 Exchange CAL
 SharePoint CAL
 Lync CAL
A3/A4 for all
users
org-wide
Organization-wide rights to related on-premises CALs and
Office Professional Plus including in open access labs
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The Student Option
The EES Student Option provides a convenient and cost-effective way to license selected products for use by students
on a personally owned computer or an institution-owned computer designated for the student’s exclusive use.
License students to use software on their home/personal
computer or an institution-owned computer checked out to them
Choose the Student Option to
Standardize software for students
Provide smarter tools for learning
Requirements
License 100% of students in your organization for at least one
Desktop Platform Product based on FTE student count*
3
*Office 365 ProPlus is also a DPP, however, unlike other DDPs which are licensed based on the FTE
students, it requires a User Subscription License (USL) for each individual student organization-wide.
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Students in the Cloud
Give students the power
of the cloud with the free
Office 365 Plan A2
Free Electronic Delivery
Eliminate the cost of
delivering physical media,
remove the burden of
inventory management &
program administration.
Two Ways to License Office for Students
1
Student Advantage Benefit
When you license Office 365 ProPlus or
Office Professional Plus organizationwide for all of your faculty and staff
employees, you qualify for no-cost
Office 365 ProPlus subscription licenses
for your students through the EES
Student Option.
•
•
To take advantage of this offer, your reseller orders the
Office 365 ProPlus A for Students $0 SKU.
If the organization-wide faculty/staff coverage includes only
a specific school or department, then only the students
enrolled in that school or department are eligible.
2
Paid Online Services
If you do not license Office 365 ProPlus
or Office Professional Plus for all of
your faculty/staff FTE employees
organization-wide, or you are not
ready to move to the cloud, the paid
offerings remain available through the
Student Option.
Microsoft DreamSpark
www.dreamspark.com
MSDNAA Designer is now
Free online DreamSpark subscription available to academic subscription customers
for instructional purposes only.
Outfit your labs with the latest Microsoft developer, design, and server tools
to support personal or in-class learning for students and educators
Excludes Windows Operating System & Office.
Updated EULA clarifies use rights.
DreamSpark Premium subscription is also available for qualifying Higher
Education STEM departments for instructional use only.
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Microsoft IT Academy Program
The Microsoft IT Academy Program resources are flexible, and easy to integrate into new or existing curricula,
empowering academic institutions to help students realize their skills and career potential through access to
the latest technology and high-quality training resources.
Saves Educators Time
Curriculum
Keeps Current
Professional Development
Validates Skills
Certification
www.microsoftitacademy.com
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Builds Partnerships
Marketing
EES At-a-Glance
Feature Area
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Enrollment for Education Solutions
Target Customers
Available for both primary/secondary and higher education customers
Counting for Desktop Platform
Products
Full time equivalent (FTE) faculty and staff employees
Subscription Term
1 or 3 year term
Desktop Platform Products
Windows Pro OS Upgrade, Office Professional Plus, Core CAL & ECAL Suite; individually or in desktop bundle
Additional Products
May be licensed institution-wide, department-wide or for individual license
Student Licensing
Student Option, free Office 365 ProPlus for students when all faculty/staff covered for Office Professional Plus or Office 365 ProPlus, free
Electronic Software Distribution
Cloud Services
Free Office 365 Education A2, Office 365 Education A3 and Office 365 ProPlus available through OVS-ES, Office 365 Education A3 and
A4, Office 365 ProPlus and other Cloud Services available through CASA+EES
Work At Home Rights
Organizations may offer limited Work at Home (WAH) rights to their faculty and staff members only with no additional license charge
Software Assurance
Included
DreamSpark
Free DreamSpark membership – free design and development software for instructional use only
Office Web Apps
Free to students and their parents when an institution licenses Office 2013 and SharePoint CAL 2013 org-wide.
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