From: Bob Callaway (callaway@socrates.berkeley.edu)
Date: Wed Sep 05 2001 - 16:35:05 PDT
In my message of 8/31/01, the list of "Current Product Versions" did
not include the Macintosh products. Here they are:
Applications
Excel 2001 for Mac
Office 2001 for Mac
PowerPoint 2001 for Mac
Project 4.0 for Mac
Word 2001 for Mac
I'd like to clarify one point that wasn't stated clearly enough. For
one product line, Microsoft Office, you need to have purchased
licenses under the Select program in order for them to be eligible
for the Software Assurance option during the Grace Period. Microsoft
Office licenses acquired as Full Packaged Products or as OEM versions
are not eligible for Software Assurance.
The Micronet coordinator, Jon Johnsen, is trying to organize a
session on Select 6.0 transition issues for next week, with our
Microsoft account rep present to field questions. Watch for an
announcement.
Beginning Monday 9/10, please direct your questions about the Select
6.0 transition to our Microsoft rep, as I will be away until 10/8.
Here is his contact info.:
-------------------------------------
Mark R. Ciabattari
Account Executive II
Education Solutions Group
Microsoft Corporation
One Market St., Suite 200
SanFrancisco, CA 94105-1420
Tel: 415-972-6482
Fax: 415-972-6565
E-Mail: markci@microsoft.com
-------------------------------------
Also beginning Monday, if you need a copy of the latest Select price
list, you can request it from Software Distribution,
products@socrates.berkeley.edu. The list currently available is
dated August 2001. If Microsoft provides an updated list while I'm
away, Software Distribution will notify these mailing lists, and you
can request that a copy be forwarded to you.
Thanks.
=====Message dated 8/31/01================
This message contains important information about changes in
Microsoft licensing that affect UC Berkeley, beginning now. Campus
departments that use Microsoft products need to understand these
changes in order to evaluate their licensing options and, in some
cases, to order products by certain deadlines. The first deadline is
theoretically 9/28/01 but more practically 9/21/01. A close reading
of this message will be required to understand the transition. I
have tried to explain things as clearly as possible, but the
situation is not simple.
I regret that this message is going out so late. Dealing with this
transition at the beginning of the fall semester will be a burden for
some departments. Unfortunately, it has taken weeks for me to get
complete and consistent information from Microsoft about this
complicated transition.
Here is the background:
The UC System participates in a Microsoft software licensing program
called Academic Select. This program enables university departments
to buy Microsoft software licenses, media, and documentation
separately.* This is cost-effective for a department that might want
(for example) 25 licenses for a product but only one copy of the
media. The products are available through a designated UC Reseller;
the current reseller (through 9/30/01) is Software Spectrum.
Now Microsoft is phasing in Microsoft Select 6.0, a reformulated
version of the program with some important changes that affect UC.
Select 6.0 is launched on 10/1/01, but that is not the date for UC.
UC's current contract for Academic Select 4.1 will expire on
12/31/01. It is expected that UC will sign up for Select 6.0 to
follow the current contract, so it will run from 1/1/02 through
12/31/04 (with options to renew). Microsoft is providing a Launch
Grace Period to smooth the transition.
Meanwhile, UC is also in the process of selecting a new UC Reseller.
It is expected that orders for Microsoft Select products will switch
to a new reseller beginning 10/1/01. A separate announcement about
the new reseller will be coming out soon.
*Note that the Select program does not provide any of the following:
* Full Packaged Product (FPP) as sold in stores, including TSW.
* OEM licenses, which are provided with software that is
pre-installed by computer manufacturers.
* The original license for operating systems. For OS products,
Select provides only upgrades. For the other products, Select
provides both original licenses and upgrades.
Here is what's new:
Campus departments need to understand the following KEY POINTS about
this period of transition:
1. Select 6.0 will provide a new software maintenance service,
called Software Assurance (abbreviated "SA"). Software Assurance
will be the only way of getting software upgrades under Select 6.0,
other than buying completely new licenses. SA will replace all the
upgrade options available under the current Select program.
Furthermore, once Select 6.0 is in full operation (that is, after the
Launch Grace period expires), SA can be purchased only on the same
order as the corresponding Select license. If SA is not ordered at
the same time as the Select license, it can never be ordered for that
license. (However, SA will be available separately for FPP and OEM
licenses; see below.)
Some details about ordering Software Assurance are given in the
addendum below. The cost of SA will be a percentage of the license
cost: 25% for server products and 29% for desktop applications and
operating systems.
2. Microsoft is providing a Launch Grace Period that enables
universities under Select 6.0 to purchase Software Assurance for
products licensed under a previous Select program. This privilege
extends to products (except Microsoft Office) that were purchased as
Full Packaged Products or were pre-installed on machines (OEM
versions). These orders are done on the honor system; i.e., you
don't have to provide proof of the prior license. The Grace Period
for UC will begin on 1/1/02 and end on 2/28/02. At the end of this
Grace Period, UC departments will no longer be able to purchase
Software Assurance separately, except to cover FPP and OEM licenses.
An eligible FPP or OEM product may be put under Software Assurance at
any time during the UC contract, provided that the order for SA is
done within 90 days from the date the product was purchased. Most
FPP and OEM products are eligible, but Office is not.
3. But there is an important deadline well before the Grace Period.
To be eligible for Software Assurance during the Launch Period, a
product must be at the current version level. One way to bring
products to the current level under Academic Select has been to buy
one-time upgrades. These are the options known as Version Upgrade,
Product Upgrade, Competitive Upgrade, and Language Upgrade.
MICROSOFT IS DISCONTINUING ALL ONE-TIME UPGRADE OPTIONS AS OF
9/30/01. So what do departments need to do?
Microsoft's policy is that if a product is current on the Launch Date
(10/1/01), the product is eligible for Software Assurance during the
Launch Grace Period. Therefore by 9/30/01, departments must purchase
upgrades for products that need to become current in order to be
eligible for Software Assurance. The product versions that will be
current on 10/1/01 are shown in the second addendum below.
Note that the last day of business before the above deadline is
Friday, 9/28/01. Since that is also scheduled to be the last day of
UC's service from Software Spectrum, and since Software Spectrum will
be handling deadline orders from other Microsoft Select customers, IT
IS STRONGLY ADVISED that departments submit order to Software
Spectrum by the middle of September, and no later than 9/21/01.
4. Another way to keep products current has been to purchase Upgrade
Protection. However, Upgrade Advantage rights will expire at the end
of UC's current contract, on 12/31/01. Since Upgrade Advantage is
roughly twice as expensive as a version upgrade, this is not an
economical method of getting current.
5. Each department or unit will need to analyze their licensing
situation in order to determine if these upgrade opportunities and
deadlines are important for them. Here are some things to consider:
a. It may not make sense to upgrade some product licenses, for
example those on older systems where the processor or memory would
not support the current product version.
b. Upgrades to software pre-installed on the machine (OEM
licenses) are tied to the particular machine and cannot be
transferred to another machine, even if upgraded under the Select
program.
c. Downgrade option. Microsoft provides a "downgrade option"
that permits a licensee to run a version of a product that is older
than the version authorized by their license. This is useful when
departments want to keep products on a group of machines at the same
level for ease of support, even though the licenses were purchased at
different times at different release levels. Microsoft has published
a licensing brief that explains the downgrade option. Here's the URL
that will cause the document to download:
http://www.microsoft.com/business/downloads/licensing/volume_downgrade_rights.doc
6. To evaluate their options, departments may want to review the
Select pricing. The latest complete Select price list that Microsoft
has sent me is for July 2001. Let me know if you want a copy. The
October price list, which will show pricing at the launch of Select
6.0, is supposed to be available in early September. I can't
guarantee that I'll have it next week, though.
7. To evaluate ALL their options, departments might want to consider
an alternative licensing program called Microsoft Campus Agreement
3.0. This program provides licenses on a subscription basis (not
permanent licenses). Maintenance is part of the package, not a
separate item. The program does not include server products. The
pricing is based on full coverage of faculty and staff FTE based on a
Microsoft formula that mimics the IPEDS counts. Fees are lower if
the level of participation is greater. Software distribution is the
responsibility of the licensee. This agreement is not feasible at
the Berkeley Campus level, but it can be used at the department level
too.
UC's Office of the President is planning to negotiate a Campus
Agreement to cover the UC system. This would be master terms and
conditions, covering any campus or department that chooses to
participate. A department that wanted to participate would need to
enroll and take responsibility for managing their own instance of the
Campus Agreement. The timing of the UC agreement is uncertain, but
will probably happen in the next 3 months or not at all.
A detailed explanation of the Campus Agreement is beyond the scope of
this message. I recommend that any department interested in it send
inquiries to our Microsoft sales rep (see below), with a copy to me.
How to get help:
I will try to clarify any general issues that are raised through
9/6/01. After that, I will be gone from the campus for a month.
For assistance in evaluating your department's Microsoft situation,
you can collaborate with other staff who are dealing with these
issues, or contact our sales rep, Mark Ciabattari, at 415-972-6482,
or markci@microsoft.com.
Thanks.
===========================
ORDERING SOFTWARE ASSURANCE
After the Launch Grace Period for Academic Select 6.0 is over, the
only way to get Software Assurance will be to purchase it with the
license. For each Microsoft product that is under Select, there will
be a product code (SKU) that combines the license fee and the SA fee.
This is referred to as "L&SA" in Microsoft publications.
When you buy "L&SA," the Software Assurance runs to the end of the
3-year contract term. If you buy during the first year, you pay the
entire fee. If you buy during the second year, you pay 2/3 of the
full fee. If you buy during the last year, you pay 1/3 of the full
fee.
There are two schedules for payment. You can pay the whole thing on
the original order. Or you can request that the payment be
"annualized." Here's how the latter option works:
a. If you buy during the first year, the annualized fees are
1/3 of the price for each year. You pay 1/3 at acquisition, 1/3 at
the end of the first year, and 1/3 at the end of the second year.
b. If you buy during the second year, the annualized fees are
1/2 of the ADJUSTED price for each year. You pay 1/2 at acquisition
and 1/2 at the end of the second year.
c. If you buy during the 3rd year, you pay the entire ADJUSTED
price at acquisition.
The expectation is that the UC reseller will invoice for each
pro-rated payment. UC has not yet confirmed this with the reseller.
In any case, it is a good idea for departments to keep their own
records of these orders, maybe in a spreadsheet.
The period for the pro-rated fees is a year, not less. So buying
very late in a year is not economical, provided you can wait until
the beginning of the next year. And buying L&SA late in the 3rd year
would not be economical unless there is a contract extension that
carries SA beyond the initial term of the contract. For situations
where it's not advisable to purchase L&SA, you could buy just the
license, which will have a separate product code (SKU).
CURRENT PRODUCT VERSIONS
According to Microsoft, the following versions will be current on 10/1/01:
Applications
Access 2002
Excel 2002
FrontPage 2002
MapPoint 2002
Microsoft Project 2002
Office XP Suites
Outlook 2002
PowerPoint 2002
Publisher 2002
Visio 2002
Word 2002
Systems
Windows 2000 Professional
Windows XP Professional
Servers
Application Center 2000
BizTalk Server 2000
Commerce Server 2000
Content Management Server 2001
Encarta Class Server 1.0
Exchange Server 2000*
Host Integration Server 2000*
Internet Security and Acceleration (ISA) Server 2000*
Microsoft Operations Manager 2000
Mobile Information Server 2001
Services for Netware 5.0
Services for Unix 2.0 & 3.0
SharePoint Portal Server 2001
Small Business Server 2000
System Management Server 2.0*
SQL Server 2000*
Windows 2000 Server*
*A license for BackOffice Server 2000 will qualify for Software
Assurance on these individual products. BackOffice 2000 will be
discontinued on 10/1/01 and as a suite will not qualify for Software
Assurance.
-- - ___________________________________Robert Callaway Manager, Strategic Vendor Relations Information Systems and Technology 295 Evans Hall University of California, Berkeley Berkeley, CA 94720-3812
Voice: (510) 643-8262 Fax: (510) 643-5385 Email: callaway@socrates.berkeley.edu ___________________________________ ----------------------------------------------------------------------- The following was automatically added to this message by the list server:
Webnet information is available at <URL:http://wss.berkeley.edu/webnet/>.
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