The Ins and Outs of SharePoint Licensing

Why you should care
about licensing…
• This slide deck is up-to-date as of today (March 5, 2014)
• The terms and conditions for how you can use the software are defined in the Product
Use Rights (PUR) document, the Online Services Use Rights (OLSUR) document, the
Product List document, and program agreement. The PUR and OLSUR are updated
quarterly. Links to the current PUR and Product List are available below
*Download the current Product Use Rights document
*Download the current Online Services Use Rights document
*Download the current Product List document
Please Read
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Types of Licenses
Types of Commitment
Channels
On-premises
Cloud
Client Licenses
Server Licenses & Client
Access Licenses (CAL)
User Subscription License
(USL)
Occasional Buyer
Multi-Year Commitment
Committed Subscriber
Transactional / Perpetual
Annuity / Software Assurance
Subscription
Consumer
Small & Medium Business
Enterprise
FPP / OEM / Direct
Open / Direct / Syndication
Select / Enterprise Agreement
* External Users: users that are not either
your or your affiliates’ employees, or your or your affiliates’ onsite contractors or onsite agents.
.
SharePoint Online
Plan 2
E4
E3
Midsize Business
SharePoint Online
Plan 1
E1
Kiosk
Small Business
Premium
Small Business
• $1.50/user/month for Office with SA
or Office 365 ProPlus customers
On-premises Office Web Apps
Office Online in Office 365
Free
Free
Requires Office 2013 Standard or
Professional Plus
Requires an Office 365 SKU that
includes Office Online
(or)
Office Standard or Professional Plus
with Software Assurance **
On-premises Office Web Apps
Office Online in Office 365
Read Office Documents via Office Online
Free
Free
Edit Office Documents via Office Online
Free
Free
Read Office Documents via Office Online
Edit Office Documents via Office Online
** Must also be licensed for the appropriate SharePoint Online plan in Office 365
* External Users: defined as users that are not either your or your affiliates’ employees, or your or your affiliates’ onsite contractors or onsite agents.
An external user is a person who has been
granted access to your SharePoint Online site,
but who is not a licensed user within your
organization.
Not employees,
contractors, or
onsite agents for
either you or your
affiliates.
here
You can grant access
to external users by
using the Share
command to send
them an email
invitation to a
document or site
External users can use
Office Online for
viewing and editing
documents.
Limit
O365 Small Business
O365 Midsize Business
Enterprise plans
Kiosk plans
10 GB + 500 MB per user
10 GB + 500 MB per user
10 GB + 500 MB per user
10 GB
Maximum tenant storage
1 TB
20 TB
Unlimited
Unlimited
Site collection quota limit
(per site collection)
Up to 1 TB
Up to 1 TB
Up to 1 TB
Up to 1 TB
1
20
10,000
10,000
Up to 2,000
Up to 2,000
Up to 2,000
Up to 2,000
OneDrive for Business
(personal) storage
25 GB per user
25 GB per user
25 GB per user
Not available
Public Website storage
default
5 GB
5 GB
5 GB
5 GB
2 GB per file
2 GB per file
2 GB per file
2 GB per file
Up to 25 users
Up to 300 users
-
-
500
10,000
10,000
10,000
Base tenant storage
(excluding personal storage)
Site collections (#) per
tenant
Subsites (#) per site
collection
File size limit
Number of users cap
Maximum number of unique
external users per tenant
Add-
Full
Comparing Office 365 Add-ons vs. Full USL
$17.00
Prices in US Dollars. Reflects pricing for customers with EA Level D pricing rounded to nearest $.50
$17.00
Company A
Midterm
Low Organizational Device Growth
Customer desires a hybrid-cloud strategy
Customer is at the beginning of
their cloud journey and values
the ability to move at their own
pace with no change to their EA
Add-on
Company B
At EA renewal
Multiple Devices Per User
Customer desires a cloud-centric strategy
Customer has a defined cloud
strategy in place Desires easier peruser licensing and feels
comfortable changing EA
Full USL
Office 365
Add-Ons
E4 Add-on
E3 Add-on
E4 Add-on
E3 Add-on
E4 w/o ProPlus Add-on
E4 w/o ProPlus Add-on
E3 w/o ProPlus Add-on
E3 w/o ProPlus Add-on
E1 Add-on
Exchange Plan 1
Lync Plan 1
SharePoint Plan 1
EA License
Position
ECAL
+
Office
Exchange Plan 1
Lync Plan 1
SharePoint Plan 1
Office 365 ProPlus
Subscription
Core CAL
+
Office
Office 365 Add-ons are available for EA customers who have signed the required OLS T&Cs.
CAL Suite + Office is required to purchase E3/ E4 Add-ons. ECAL-only customers may purchase E3 without ProPlus and E4 without ProPlus.
Core CAL
+
Office 365
ProPlus
Core CAL
Only
SharePoint
Enterprise CAL
Enterprise CAL
Suite
SharePoint Server
SharePoint
Standard CAL
Core CAL Suite
New version rights / Extended hotfix
Cold backups
Multi-language pack
Spread payments
License Mobility
Downgrade Rights
Software is always up to date
Multi-language pack
Annual payment terms
99.9% SLA availability hosted offering
IT Pro technical training vouchers
Deployment planning services
24x7 Incident Support
IT Pro online training courses
Office 365 Deployment Offer*
24x7 Support
Home Use Program
Office roaming use rights
End user e-learning courses
Install service on up to 5 devices
Office mobile apps
End user e-learning courses
Area
SP Online Plan 1 / Standard CAL
Apps
Collaboration
Content Management
Search
App Catalog and Marketplace
Team Sites
Work Management (Project Site, My Tasks, Site Mailbox)
OneDrive for Business
Social (Newsfeed, Community Site)
External Sharing
Content Management
Records Management
Standard Search (People & Expertise Search,
Visual Previews, Visual Best Bets, OOTB
Recommendations)
Business Intelligence
Business Solutions
SP Online Plan 2 / Enterprise CAL
eDiscovery & compliance
Enterprise Search (Video Search, Custom Query
Rules, Entity Extraction, Extensible Content Flow,
Item Recommendations, CBS)
Scorecards & Dashboards*
Excel Services, PowerPivot, Power View
Workflow
Access Services**
SharePoint Service Description page
Business Connectivity Services***
Visio Services
InfoPath Forms
Sponsored by
SharePoint – Intranet - Feature Tiering
On-premises
Foundation
Apps
App Catalog & Marketplace (Marketplace, Corporate Catalog)
Team Sites (Drag & Drop, Notebook, Simplified Access)

Online
Standard
CAL
Enterprise
CAL
P
Kiosk
Plan 1
Plan 2
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External sharing (share-by email)
Collaboration
Work Management (Project Site, My Tasks, Site Mailbox)
Project Site

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Social (Personal Site - Newsfeed, Follow Content & People., SkyDrive Pro.
Community Site– Discussions, Moderation, Reputation)
SkyDrive Pro




Basic Search (Site collection search)
Search
Standard Search (People & Expertise Search, Visual Previews, Visual Best Bets, OOTB Recommendations)

BI
Business
Solutions
 (-Personal Site)

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- People/Expertise
Search

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Enterprise Search (Entity Extraction, Video Search, Custom Query Rules, Extensible Content Flow, Item
Recommendations, CBS)
Content
Management

( No Custom Entity
Extraction, Extensible
Content Flow, or CBS)

Content Management (ECM, Document Sets, Word/PPT Automation, Translation Services)
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Records Management (in-place holds)
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E-discovery, Compliance across Exchange & SharePoint (Case manager)
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-ACM
Excel Services, PowerPivot, PowerView

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Scorecards & Dashboards (PPS- Decomp tree, Balanced Scorecards)

Access Services

Visio Services
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Form Based Applications (InfoPath Forms)
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SharePoint “2013” Workflow
Business Connectivity Services
(External List, Basic Connector Framework)
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+Secure Store, External Data
+Business Data Web Parts
Search, OData Connector
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SharePoint – Internet Sites - Feature Tiering
Lightweight Public-Facing Site
Content
Management
&
Publishing
Authenticated Social
Multiple
Audiences
Domains
P/E SKU
SharePoint Server 2013
(Enterprise License Key)

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Web Publishing

ECM

Product Catalog

Cross-site publishing

Social (Personal Site - Newsfeed, Follow Content & People, SkyDrive Pro. Community Site– Discussions, Moderation, Reputation)

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
Standard Search (People & Expertise Search, Visual Previews, Visual Best Bets, OOTB Recommendations)

Enterprise Search (Entity Extraction, Video Search, Custom Query Rules, Extensible Content Flow, Item Recommendations, CBS)

Mobile and Alternate Device Rendering
Limited (2 channels)

Language Translation

Variation

Custom Design
Extensibility
On-Premise
Topic Pages
Basic Search (Site collection search)
Search
Online
Business Connectivity Services
(External List, Basic Connector Framework)

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+Secure Store, External Data Search
Business Data Web Parts
Custom Development

Multiple Domains

Exchange Online Kiosk
$2
2GB email, calendar
Exchange Online (Plan 1)
$4
50 GB Email, calendar, personal archive, eDiscovery, AV/AS, team mailboxes
Exchange Online (Plan 2)
$8
Unlimited archive, voicemail, advanced archiving, data loss prevention
Exchange Online Protection
$1
Protection from spam, viruses, phishing and policy violations
Exchange Online Archiving
$3
Legal hold and compliance
Yammer Basic
$0
Free Enterprise social networking
Yammer Enterprise
$3
Directory Sync, keyword monitoring and content management, export data for eDiscovery,
SharePoint Online (Plan 1)
$3
Collaboration with sites, drag and drop, team mailboxes
SharePoint Online (Plan 2)
$7
Forms, Data visualization, Access/Excel/Visio Services, eDiscovery, Compliance, PowerView,
SharePoint Online (Plan 1) with Yammer
$4
Collaboration with sites, drag and drop, team mailboxes, Yammer Enterprise
SharePoint Online (Plan 2) with Yammer
$8
Forms, Data visualization, Access/Excel/Visio Services, eDiscovery, Compliance, PowerView, Yammer Enterprise
SharePoint Online Extra Storage
$0.20/GB
Additional 1GB of storage
Lync Online (Plan 1)
$2
Presence, instant messaging, and peer-to-peer voice and video, Skype federation
Lync Online (Plan 2)
$5.50
Lync Meetings, multi-view video, Lync Room Systems
Office Web Apps with SharePoint Online (Plan 1)
$5
Web Apps, collaboration with sites, fast search, drag and drop, team mailboxes
Office Web Apps with SharePoint Online (Plan 2)
$8
Web Apps, Forms, Data visualization, Access/Excel/Visio Services, eDiscovery, Compliance, PowerView
Office 365 ProPlus
$12
Office subscription, PC/Mac, roaming, mobile rights
Visio Pro for Office 365
$13
Subscription of the advanced diagramming software, including roaming access and click to run
Project Pro for Office 365
$25
Subscription version of Project Professional client software with roaming access and click to run
Project Online
$33
Online version of project server, delivering enterprise Project, Program and Portfolio Management
Project Online with Project Pro for Office 365
$58
Subscription version of Project Professional client with online capabilities of Project Online
Small Business
Small Business
Premium
Midsize
Business
Enterprise K1
Enterprise E1
Enterprise E3
Enterprise E4
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Pull
Pull
Push
Push
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Enterprise K1
Enterprise E1
Enterprise E3
Enterprise E4
Exchange
Kiosk
Plan 1
Plan 2
Plan 2
SharePoint
Kiosk
Plan 1
Plan 2
Plan 2
Authoring
Authoring
Authoring
Authoring
Plan 2
Plan 2
Plan 2, Plus CAL
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Office Client
ProPlus
ProPlus
Client Installs
5
5
Mobile Installs
5
5


Annual
Annual
Office Web Apps
Service
Plans
Lync
Yammer
RMS
Licensing
Dual Access Rights

Support
Minimum Commitment
Priority 24x7
Annual
Annual
Customers can Now Easily Upgrade their Subscriptions in Family
In-family
Small Business
Small Business Premium
SharePoint Online (Plan 1)
OneDrive for Business
Enterprise E1
Enterprise E3
Enterprise E4
Enterprise E1
SharePoint Online (Plan 2)
Enterprise E3
Enterprise E4
New subscription management
capabilities allow customers to
upgrade Office 365 subscriptions with
automatic user transitioning.
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http://blogs.office.com/2014/01/31/update-on-infopath-and-sharepointforms/
•
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Standardize on Microsoft's platform
and reduce the cost of licensing and
managing multiple solutions.
Enable broad Business Productivity
and Core IT infrastructure.
•
•
•
~50% discount over purchasing
products individually.
2-3 CAL break-even point
Meet IT and business requirements
with one license suite and one vendor.
•
•
Single, simple license to
comprehensively cover your Microsoft
Server needs.
New compliance features help you
protect the enterprise.
Enterprise CAL Suite Full-Stack
Core CAL Suite
Standard CAL
ECAL Suite Step-Up
Exchange Online
Archiving
Enterprise CAL
Exchange Data Loss Prevention
Exchange Online Protection
Standard CAL
Enterprise CAL
Standard CAL
Enterprise CAL
CAL
Active Directory Rights
Management Services CAL
Client Management Suite
SA Migration
2013 Grants Eligibility Criteria
1) Qualifying product. Eligible products are:
• FAST Search Server 2010 for Internal Applications (FSIA)
• FAST Search Server 2010 for Internet Sites (FSIS)
2) Perpetual license. Only perpetual licenses are eligible for license grants. Term licenses are not
3) Current on M&S. Customer must have been current on FAST M&S as of Jul 2, 2012
2010 SKU Name
ESP for SharePoint (ESP4SP)
2013 License
Grants
None
Remarks
•
•
FAST Search Server 2010 for Internet Sites (FSIS)
SharePoint Server [1:1]
FAST Search Server 2010 for Internal Applications (FSIA)
SharePoint Server [1:1]
FAST Search 2010 for Internal Applications CALs (FSIA CAL)
38
SharePoint Standard CAL [1:1]
(with Modified Use Rights)
In Wave 14, ESP4SP customers were granted FAST Search for
SharePoint (FS4SP) licenses
If a customer has attached SA to the Wave 14 grants of FS4SP,
they will gain access to SharePoint Server 2013 through SA
Migration
Grant SharePoint Standard CALs with limited use rights. Use rights
will be limited to enterprise search capabilities of SharePoint
Server 2013
Simplified Licensing for Office 365
A simple, low-cost way for customers
to add Office 365 services at any time,
while maintaining current
EA and SA benefits
Easy
Great Price
Flexible
The underlying EA
does not change.
Pricing recognizes
existing investment in
Office and CAL Suites.
Add Office 365 at any
time, for any number
of users, to any
workload.
SA benefits are
retained, including
rights to new
versions.
Preserves EA
discounts for
on-premises and
volume discounts for
online services.
As you consider transitioning to the cloud, know that whether you currently have
Office on-premises, are in the process of transitioning, or fully moved to Office 365,
you are covered
Software Assurance is available for
on-premises license agreements
and provides a range of benefits to
help you deploy Office on your
premises, train your dedicated IT
staff, and get support.
As you prepare to move to the
cloud, use your Software Assurance
benefits to pilot Office 365, get staff
trained, and prepare your end-users
With the Office 365 enterprise
subscription service, customers
receive cloud-relevant benefits such
as multiple device installs, ELearning and support.
IT Pro Training
Home Use Program
New Version Rights
Planning Services
Office Roaming
Use Rights
Extended Hotfix
E-Learning Courses
Multi-Language Pack
24x7 Support
Cold Backups
Spread Payments
Work with a qualified Planning Services
partner to experience a hands-on Office 365
pilot engagement in your environment.
IT Pro and end-user training courses help
your organization prepare for the cloud and
be more productive.
Get current on the latest Windows and Office
software to optimize for your Office 365
experience.
Office 365 offers a variety of cloud-based benefits that replace Software Assurance
IT Pro E-learning courses
Install service on up to 5 devices
Office 365 is always up to date
24x7 Support
Work from anywhere
Available in multiple languages
Configurable admin portal
Office mobile apps
Guaranteed 99.9% uptime
Office 365 deployment investment
Office 365 E-Learning courses
Annual payment terms
Built in security protection