Software Assurance Membership (SAM) is an integrated set of support services and benefits provided to all Enterprise Agreement (EA) customers and those Select License customers who have selected the SAM box for one or more product pools on their Select License enrollment or Companywide Option enrollment available through Open License Value.

Designed to reduce your costs across the entire product life cycle, SAM requires that all of your new license orders are purchased with Software Assurance (SA) for any product pool—Applications, Systems, or Servers—under your enrollment within the Select License or Companywide Option enrollment available through Open License Value.

Company Wide vs. Non Company Wide

Open Value with the companywide option offers the simplest way to track licenses. Rather than counting individual licenses, customers count their desktops and pay a single price per desktop for either the professional or small business platform components.

Open Value with the companywide option is also attractive to customers who want to standardize their desktop platform. Standardization helps to increase security, reduce support costs, and enable companywide solutions that require a common technology platform such as line-of-business applications.

What is the difference between Subscription and Enrollment?

Subscription agreements are for customers who prefer to subscribe to—rather than purchase—Microsoft software licenses.

How do I count the number of licenses in each CAL suite for EA?

Should be counted as 1 License per Suite (Core CAL Ent CAL) and NOT 1 license per application in each suite, even if the Core CAL is broken.

Where can I find more information about Volume Licensing Programs

http://www.microsoft.com/licensing

Does Microsoft guarantee that the results from this tool are accurate and are the one that the customer will get?

Microsoft provides this material solely for informational purposes. The value and benefit gained under Microsoft Volume Licensing programs and through use of Microsoft software and services may vary by customer. Customers should refer to their agreements for a full understanding of their rights and obligations under Microsoft's Volume Licensing programs.

Product Selections evaluated through this tool should be validated against program rules. It is possible to generate invalid product selections through this tool. To avoid this, users are encouraged to refer to program materials at http://www.microsoft.com/licensing/programs when using this tool.

What is this tool for?

This tool is to calculate estimated software assurance benefits that a customer may be entitled to. Benefits calculated by this tool are an estimate only. Microsoft makes no guarantees.

I am having a hard time pulling an existing profile from a code.

A common user error occurs after the code is entered and a pop up box asks if you would like to create a new deal. If you click "Yes", it will take you back to the new deal screen. If you click "no", it will take you to the benefits page for the profile that you are looking up.

What products are included in the Applications Pool?

Access^TM version 2007 for Windows

AutoRoute 2007

Data Analyzer v. 2002

Digital Image Suite 2006

Encarta® Premium 2007

Excel for Mac 2004

Expression Web 1.0

InfoPath® version 2007 for Windows

nterConnect 2007 (Japan only)

MapPoint® Fleet Edition 2006

MapPoinIt version 2006 for Windows

Money 2007 Deluxe Edition

Office (Standard, Small Business, Pro Enterprise

Office Accounting Professional 2007 (US only)

Office Communicator

Office Enterprise 2007

Office Excel® 2007 for Windows

Office Groove 2007

Office Multi-Language Pack 2007

Office Outlook® 2007 for Windows

Office PowerPoint® 2007

Office Professional Plus 2007 for Windows

Office Project Professional 2007 for Windows

Office Project Standard 2007 for Windows

Office SharePoint® Designer 2007

Office Small Business Edition 2007 for Windows

Office Small Business Management Edition 2006

Office Standard 2007 for Windows

Office Word 2007 for Windows

OneNote®

OneNote for Office SA

Operating System (MSDN)

PowerPoint for Mac 2004 (Standard License)

ProClarity® Desktop Professional 6.3

Streets and Trips 2007

Student 2006

Student 2006 with Encarta Premium 2007

TechNet Plus Direct

Virtual PC 2004/ Virtual PC for Macintosh v. 7

Visio® Professional version 2007 for Windows

Visio Standard version 2007 for Windows

Visual® FoxPro Professional version 9.0Visual SourceSafe® 2005

Visual Studio 2005 Professional Edition with MSDN Premium

Visual Studio 2005 Professional Edition with MSDN Professional

Visual Studio 2005 Tools for the Microsoft Office System

Visual Studio Team Edition for Software Architects with MSDN Premium

Visual Studio Team Edition for Software Developers with MSDN Premium

Visual Studio Team Edition for Software Testers with MSDN Premium

Visual Studio Team Edition for Database Professionals with MSDN Premium

Visual Studio Team Suite with MSDN Premium

Word for Mac 2004

Works version 8.0 for Windows

What products are included in the Servers Pool?

Antigen Enterprise Manager (Services SL)

Antigen Instant Messaging Standard (Device SL)

Antigen Instant Messaging Standard (User SL)

Application Center Enterprise version 2000 (1 processor license)

BizTalk® Accelerator for SWIFT 2.3 Standard Edition

BizTalk Accelerator for SWIFT 2.3 Enterprise Edition

BizTalk Accelerator for HIPAA Standard version 3.3 (1 processor license)

BizTalk Accelerator for HIPAA Enterprise version 3.3 (1 processor license)

BizTalk Accelerator for HL7 Enterprise Edition 1.3 (1 processor license)

BizTalk Accelerator for HL7 Standard Edition 1.3 (1 processor license)

BizTalk Accelerator for RosettaNet Standard version 3.3 (1 processor license)

BizTalk Accelerator for RosettaNet Enterprise version 3.3 (1 processor license)

BizTalk Server 2006 Developer Edition

BizTalk Server 2006 Enterprise Edition (1 processor license)

BizTalk Server 2006 Standard Edition (1 processor license)

Commerce Server Enterprise Edition 2007

Commerce Server Standard Edition 2007

Commerce Server Developer Edition 2007

Compute Cluster Pack 2003

Connected Services Framework Device & User CAL 3.0

Connected Services Framework External Connector 3.0

Connected Services Framework Server 3.0

Connected Services Framework Standard Server 3.0

Connected Services Framework SBE Order Handling 3.0

Connected Services Framework SBE Server Billing 3.0

Content Management Server Enterprise version 2002 (1 processor license)

Content Management Server Standard version 2002 (1 processor license)

Core CAL Suite (User & Device)

CRM 3.0 External Connector

CRM 3.0 Professional CAL

CRM 3.0 Professional Server

CRM 3.0 Small Business CAL

CRM 3.0 Small Business Edition Server

CRM Application Integration 1.2

CRM Customer Service 1.2 Module 1.2

CRM Customer Service Pro User 1.2

CRM Customer Service Standard User 1.2

CRM Sales Module 1.2

CRM Sales Pro User 1.2

CRM Sales Standard User 1.2

CRM Suite Module 1.2

CRM Suite Pro User 1.2

CRM Suite Standard User 1.2

Customer Care Framework

Customer Care Framework CAL

Customer Care Framework External Connector License

Data Protection Management License 2006

Data Protection Management Server 2006

DuetTM for Office and SAP Server 1.0

Duet for Office and SAP Server 1.0 User CAL

Encarta Academic (User SL)

Encarta Premium (User SL)

Enterprise CAL Suite (Device)

Enterprise CAL Suite (User)

Exchange Hosted Archive (User SL)

Exchange Hosted Archive Extra Storage (Add-on SL)

Exchange Hosted Continuity (User SL)

Exchange Hosted Encryption (User SL)

Exchange Hosted Filtering (Device SL)

Exchange Hosted Filtering (User SL)

Exchange Server 2007 Enterprise CAL with services Promo 2007

Exchange Server 2007 Enterprise CAL with services (Device & User)

Exchange Server 2007 Enterprise CAL without services (Device & User)

Exchange Server 2007 Enterprise Edition

Exchange Server 2007 External Connector

Exchange Server 2007 Standard CAL (Device & User)

Exchange Server 2007 Standard Edition

ForefrontTM Security for Exchange Server (Device)

Forefront Security for Exchange Server (User SL)

Forefront Security for Exchange Server (Add-on SL)

Forefront Security for SharePoint (Device SL)

Forefront Security for SharePoint (User SL)

Forefront Security for SharePoint for Internet Sites (Add-on SL)

Forms Server 2007

Forms Server 2007 (Device CAL)

Forms Server 2007 (User CAL)

Forms Server 2007 for Internet Sites

Host Integration Server 2006

Identity Lifecycle Manager (ILM) CAL 2007

Identity Lifecycle Manager (ILM) Server 2007

Identity Lifecycle Manager (ILM) Server Live Edition 2007

Internet Security and Acceleration (ISA) Server Enterprise Edition 2006

Internet Security and Acceleration (ISA) Server Enterprise Edition 2006 (25 Processor)

Internet Security and Acceleration (ISA) Server Standard Edition 2006

Learning Solutions Business Skills E-Learning Library (User SL)

Learning Solutions Desktop E-Learning Library (User SL)

Learning Solutions Developer E-Reference Library (User SL)

Learning Solutions Helpdesk Support E-Reference Library (User SL)

Learning Solutions IT Professional E-Reference Library (User SL)

Learning Solutions Technical E-Learning Course Collection (Services SL)

Learning Solutions Technical E-Learning Library (User SL)

Learning Solutions Technical E-Reference Combo (User SL)

Learning Solutions MCP 1 Exam Vouchers/Month (Services SL)

Learning Solutions MCP 5 Exam Vouchers/Month (Services SL)

Learning Solutions MCP 25 Exam Vouchers/Month (Services SL)

Learning Solutions MCP 50 Exam Vouchers/Month (Services SL)

MapPoint Web Services Professional (Services SL)

MapPoint Web Services Standard (Services SL)

MapPoint Web Services Standard (User SL)

MapPoint Web Services Standard 1MTrx Add On (Add-on SL)

MapPoint Web Services Standard 50kTrx Add On (Add-on SL)

MapPoint Web Services Standard 100kTrx Add On (Add-on SL)

Office Business Scorecard 2005 Device CAL

Office Business Scorecard 2005 User CAL

Office Business Scorecard External Connector 2005

Office Business Scorecard Manager 2005

Office Groove Enterprise Services (Device SL)

Office Groove Enterprise Services (User SL)

Office Groove Server 2007

Office Live Communications Server Enterprise Edition 2005

Office Live Communications Server Standard Edition 2005

Office Live Communications Server 2005 Device CAL

Office Live Communications Server 2005 User CAL

Office Live Communications Server External Connector 2005

Office Live Communications Server Public Instant Messaging Connectivity (“PIC”) (User SL)

Office Live Meeting Professional (Services SL)

Office Live Meeting Professional (User SL)

Office Live Meeting Room 50 Person Add On (Add-on SL)

Office Live Meeting Room 100 Person Add On (Add-on SL)

Office Live Meeting Room 250 Person Add On (Add-on SL)

Office Live Meeting Room 500 Person Add On (Add-on SL)

Office Live Meeting Room 1000 Person Add On (Add-on SL)

Office Project Portfolio Server 2007

Office Project Portfolio Server CAL 2007 (Device & User)

Office Project Portfolio Server External Connector 2007

Office SharePoint Server 2007

Office SharePoint Server 2007 Enterprise CAL (Device & User SL)

Office SharePoint Server 2007 for Internet Sites

Office SharePoint Server 2007 for Search Enterprise Edition

Office SharePoint Server 2007 for Search Standard Edition

Office SharePoint Server 2007 for Search Standard Edition with SQL ServerTM 2007

Office SharePoint Server 2007 Standard CAL (Device SL)

Office SharePoint Server 2007 Standard CAL (User SL)

Manager 2005 Workgroup Edition

ProClarity Analytics Server 6.3

ProClarity Analytics Server 6.3 CAL

ProClarity Analytics Standard 6.3 External Connector

Project Server 2007

Project Server 2007 CAL (User SL)

Project Server 2007 CAL (Device SL)

Project Server 2007 External Connector

Services for Netware version 5.0

Speech Server Enterprise Edition 2004 R2

Speech Server Standard Edition 2004 R2

Softgrid CAL for Terminal Services 4.1

Softgrid External Connector for Terminal Services 4.1

SQL Server 2005 CAL (Device & User SL)

SQL Server 2005 Developer Edition

SQL Server 2005 Enterprise Edition

SQL Server 2005 Enterprise Edition (1 processor license)

SQL Server 2005 Standard Edition

SQL Server 2005 Standard Edition (1 processor license)

SQL Server 2005 Workgroup CAL

SQL Server 2005 Workgroup Edition (1 processor license)

SQL Server 2005 Workgroup Edition (5 Client Add-on)

System Center Operations Manager 2007 Client Operations Management License (Client OML)

System Center Reporting Manager 2006

System Center Standard Server Management License 2006

Systems Management Server (SMS) Client CML version 2003 R2

Systems Management Server (SMS) Server CML version 2003 R2

Systems Management Server (SMS) Enterprise Edition 2003 R2

Systems Management Server (SMS) Enterprise 2003 R2 with SQL Server Tech 2005

TechNet Plus Single Server

TechNet Plus Single User

Virtual Server 2005 R2 Enterprise Edition

Visual Studio 2005 Team Test Load Agent

Visual Studio Team Foundation Server 2005

Visual Studio Team Foundation Server 2005 Device CAL

Visual Studio Team Foundation Server 2005 User CAL

Visual Studio Team Foundation Server External Connector 2005

Whale Intelligent Application Gateway (IAG) 2007

Whale Intelligent Application Gateway (IAG) External Connector 2007

Windows Rights Management Server CAL version 1.0

Windows Rights Management Services 1.0 External Connector

Windows Server 2003 Device CAL

Windows Server 2003 User CAL

Windows Server 2003 R2 Enterprise Edition

Windows Server 2003 R2 Standard Edition

Windows Server 2003 Terminal Server Device CAL

Windows Server 2003 Terminal Server User CAL

Windows Server 2003 Terminal Services External Connector

Windows Server 2003 Web Edition

Windows Server Compute Cluster Edition 2003

Windows Server Compute Cluster Server 2003

Windows Server External Connector

Windows Small Business Server 2003 R2 Standard (With 5 clients)

Windows Small Business Server 2003 (5 client Add-on) Device CALs

Windows Small Business Server 2003 (5 client Add-on) User CALs

Windows Small Business Server 2003 (20 client Add-on) Device CALs

Windows Small Business Server 2003 (20 client Add-on) User CALs

Windows Small Business Server 2003 R2 Premium (with 5 clients)

What products are included in the Systems Pool?

Microsoft Desktop Optimization Pack for Software Assurance

Remote Desktop License for Microsoft Windows XP Professional

Remote Desktop License for Microsoft Windows Vista Business

Windows Vista Business Upgrade

I don’t see my language when will it be available?

This version of the SAB calculator is English only and we are in the process of reviewing an prioritizing additional languages to add in the future.

What is the difference between the Edit Profile and Reset buttons?

Both buttons bring you back to the start of the tool however with Edit Profile all of the information for your current deal is saved to allow you to change any sections you wish and Reset will clear all sections to let you start over with new entries.

What does this number mean in the Report page, “New Version Rights for Server CAL's” ?

This is the number of Additional Server CAL's and the number of Core CAL and Enterprise CAL Suites. Each of them counts as 1 CAL.

How do I model a deal where the Enterprise Desktop or Professional Desktop is not complete in an EA?

If the Suit is broken or missing one or more of its components the user should check its components (Office, Core/Ent CAL, Windows) and enter the data separately under each of the products/pool selected.

How do I run a scenario where the CoreCAL or the Enterprise CAL is broken in an EA?

Please be advised that this may not permitted by the program rules.

Should I enter amounts per year for L&SA and SA Only or for the entire agreement?

All amounts requested need to be entered considering the whole enrollment. (i.e: L/SA for Office should be 100% of the total value for the license(s) plus the correspondent SA coverage from the time the customer placed the order until the end of the enrollment/agreement).

Is ESLP available in all countries?

Enterprise Source License Program (ESLP): This benefit is not available in every country. For more details check on www.microsoft.com/licensing/sa

How do I calculate SA Benefits for follow on orders?

There might be up to 5 different stages (original order, true up 1st year, true up send year, true up 3rd year, renewals merging agreements SA Only or L/SA)

What should be the amount of licenses to enter when calculating SA Benefits after multiple orders entered under that enrollment

Assume the total amount considering the original order and all other orders placed.

Where do I enter information related to MSDN?

MSDN Spend don't count towards SA Spend and the only benefit that this product is entitled under SA is "New Version Rights".

Where do I enter information related to Online Services (i.e: ForeFront) ?

Online services outside the Suites (i.e: Enterprise Desktop or Enterprise CAL) shouldn't be entered in the tool. This is out of scope for this release. SA Benefits for Online services are different. For example "New version Rights: don't apply since the customer will be having the latest version available as a consequence of the delivery format. One of the benefits that these products/services contribute with is 24x7 and TechNet. You can run scenario by entering Spend for this Online Services as they were SA Only amounts under the Additional Server bucket without entering the amount of license count, only SA SPend asuming 100% of the spend is SA Spend. Please check the User Rights for Online Services

How do I enter information under a subscription program (Open Value Subscription)

You can either enter the total amount in one bucket or enter year by year in each bucket [1st year subscription value] [2nd year subscription value] [3rd year subscription value]

What license count should I enter after the customer has placed multiple orders?

Even under Subscription Enrollments, the amount of license count should be the most updated license count. (i.e: if the customer has an EA, and has placed True Up order and Additional Orders, the amount of license should be the total, summing them all after any credit or rebill

Is my EA/Select customer entitled to IWSS?

No, This benefit is not available under these programs (EA/Select). The report shows "0" but this should be read as "not eligible

How do I know the units (license, kits, user rights, media, subscription, training vouchers, etc.) for each benefit?

The tool is displaying units. You can consult Product List in the SAB Appendix to see these details.

Is my customer entitled to MDOP?

As long as your customer is entitled to Windows Vista Enterprise it should be entitled to MDOP purchase rights (not use rights). Please refer to the Product List for more information.

If my customer has an EA with no Blended Enterprise Products in the Desktop Suites how should I enter the products Information?

If your customer has any desktop suite (Ent Dskp or Pro Dskp) only with SA products or Lic/SA products (but not both, therefore not blended), you can only check in the Program Configuration Page the box(es) that correspond Pro Dskp or Ent Dskp. If you customer has blended EA IEnterprise Products broken down or componentized you would need to check the correspondent products (Office, Windows, Core CAL, Ent CAL) to be able to enter L+SA and SA Only products

What happens if I did not write down the code to retrieve a saved quote? Can I still retrieve it?

To retrieve your profile in the future you need to click on "Save" on the Report Page. This action will give you as a result the nine digit alphanumeric string needed to retrieve your profile

If I modify the Current Program or Edit my profile do I get a different code?

No, the unique ID Code won't change