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Software Assurance Benefits

Software Assurance Benefits are not available to Microsoft Customer Agreement or Microsoft Cloud Agreement customers.

Purchasing Software Assurance

There are three different levels of commitment Customer may select when purchasing SA, which may vary by program. Customer can:  

  1. Commit to attaching SA on all platform products.  
  2. Commit to attaching SA on all purchases under a particular Product pool (Applications, Systems or Servers), referred to as Software Assurance Membership (SAM).  
  3. Purchase SA on individual Products without making any commitment to expanding SA to other Products.

SA must be acquired at the time of acquiring the License or upon renewal of an existing SA term. Unless otherwise stated, only licenses for the latest version of a Product are eligible for SA. In the case of a transfer of perpetual Licenses, the transferee may acquire SA for such transferred Licenses within 30 days from the date of transfer and provided that the transferor maintained active SA for the Licenses up until the date of transfer.

Customers may have the option to acquire SA for certain licenses purchased from the Retail channel (full packaged product) or from an Original Equipment Manufacturer (OEM), within 90 days from the date of purchase as described in the table below. Under Open Value, this option applies only to non-Organization–wide/ Company-wide products. Under Enterprise Agreements, it applies only to Additional Products. Customers who acquire SA for OEM or retail licenses have the option of installing and using the Volume Licensing software for the current version at any time.

PoolFull Packaged ProductsOEMPrograms
Application PoolN/ASA available only as outlined belowApplies to Open License, MPSA, Select, Select Plus and non Organization wide under Open Value and Additional Products under Enterprise Agreements. It does not apply to Enterprise Products under Open Value and Enterprise Agreements.
Server PoolSA available SA available

Customers who acquire Microsoft Office Professional 2016 or 2019 from an OEM may acquire SA for Microsoft Office Standard in the Open License programs, Select and Select Plus programs, and non Company-wide under Open Value within 90 days from the date of OEM purchase.

Customers who acquire SQL Server 2017 from an OEM prior to March 31, 2020 may acquire Software Assurance for SQL Server within 90 days of the OEM purchase.

Enterprise Agreement customers who transitioned to an Online Service or who purchased a From SA subscription License in lieu of renewing SA may reattach SA to a License at anniversary or renewal without purchasing a new License. SA must be ordered for that License for the remainder of the enrollment term. SA coverage may not exceed the quantity of perpetual Licenses for which SA was current at the time of any prior transition or renewal and may not be reattached to transferred Licenses.

Renewing Software Assurance

Renewing Coverage under the Same Agreement

Terms for renewing SA under the same program agreement by which it was initially ordered are contained Customer's volume licensing agreements. Customers may renew SA without the need to simultaneously order a License as long as the SA coverage has not expired. In addition, the following terms apply to specific programs as noted:

Open License

SA coverage ordered under an Open License authorization number ends upon expiration of that number. To renew, Customer must submit a renewal order for SA within 90 days after their authorization number expiration date. 

Enterprise Agreement

To renew SA coverage under the same enrollment under an Enterprise Agreement, Customer must sign a new 2011 or later Enterprise Enrollment and Agreement (if they have not already), and must submit a renewal order for SA (as applicable) for 1) all Enterprise Products, Application Platform Products, Core Infrastructure Products and Additional Products they wish to renew and 2) any Online Services, accounting for transitions (if applicable).

Enrollment for Application Platform

EAP customers who have previously deferred Licenses via SA prior L SKUs must buyout their Licenses before they can renew SA.

Renewing Coverage from a Separate Agreement

Customer may renew SA for any Product if Customer has obtained a perpetual License and SA for that Product under a previous agreement in the same Volume Licensing Program, provided that 1) Customer’s new agreement enrollment, or order (for MPSA) must be effective no later than the day following the date of expiration of the previous agreement or enrollment, and 2) the SA renewal order must be placed prior to the expiration of prior SA coverage, unless such coverage is being renewed from an Open License Agreement. In that case, Customers have 90 days from the expiration to place the order.

Customer may also renew SA from one Volume Licensing program into a different Volume Licensing Program. For Enterprise Products originally purchased under a program with a company-wide coverage requirement, this exception applies only if the customer is renewing SA into the MPSA or a program with a company-wide coverage requirement for Enterprise Products. For Agreement versions 2008 and prior, as long as coverage is renewed within 30 days (90 days if renewing from Open License program), customers will be deemed to have SA coverage during any period of time between when their expiring SA coverage lapsed and when the new coverage begins.

Renewing Software Assurance Coverage for Client Access Licenses (CALs) and Client Management Licenses (MLs)

Transitioning between User and Device CALs  

Customers renewing SA for CALs can switch between User and Device. This transition does not change the CAL edition (i.e. Standard to Enterprise).

Transitioning between User and OSE Client MLs

Customers renewing SA for client MLs can switch between User and OSE.

Migration License for Discontinued or End-of-Life Products

“Qualifying License,” as used here, refers to a License with SA coverage as of the date specified and for the Product identified in the product entry referencing this section.

“Migration License,” as used here, refers to rights granted in the Product Entry referencing this section.

Unless stated otherwise in the Product Entry:

  • Customer may upgrade to and use software under a Migration License in place of software covered by the Qualifying License. The Customer may not use software under both licenses simultaneously.
  • Migration Licenses are granted on 1:1 for each of Customer’s Qualifying Licenses.
  • If Customer acquired perpetual rights to use software under a Qualifying License, the rights to use software acquired under the Migration License are likewise perpetual; otherwise, rights acquired under a Migration License expire when the underlying Qualifying License expires.
  • Upon expiration of SA coverage on the Qualifying License, Customer may acquire SA for the same version and edition of the Product covered by the Migration License, without the need to first acquire separate new Licenses. This option does not apply to customers buying licenses under subscription programs (e.g., Enterprise Subscription Agreements or Open Value Subscription agreements).
  • Customer may not transfer Migration Licenses separately from Qualifying Licenses.
  • Subsequently acquired licenses for the same discontinued Product under the same enrollment term under an Enterprise or Enterprise Subscription Agreement, Open Value Subscription or Enrollment for Education Solutions, as part of Customer’s scheduled true-up process are also Qualifying Licenses for purposes of the license grant. Coverage for Products under subscription agreements must be continuous.

Software Assurance Benefits

Most SA Benefits are available across each Product Pool, as described in the table below. Active SA for any qualifying Product qualifies Customer for the benefits shown in the table below. Some benefits are awarded based on Customer’s SA spend on a given set of qualifying products within a pool. For these purposes, “SA spend” is not literally Customer’s actual dollars spent, but is an approximation of what Customer has spent on SA coverage for those Products under its Select or Enterprise Enrollment, Select Plus registration or Open agreement (For example, SA only purchases and the SA component of L&SA purchases). For customers under subscription programs, it is an approximation of the total dollars Customer has spent licensing those Products under its enrollment or agreement. Software Assurance Membership (“SAM”) is required for some benefits. Customer’s access and rights to use their SA benefits, generally expires upon expiration of their SA coverage, unless otherwise noted below or in the Product Entries. The benefits are subject to change and may be discontinued at any time without notice. Availability of benefits varies by program, region, fulfillment options and language.

BenefitsApplications PoolSystems PoolServer Pool
New Version RightsXXX
Office for the web, Office Online ServerX  
Enterprise Source Licensing Program X 
Enterprise Sideloading X 
Microsoft Desktop Optimization Pack (MDOP) X 
Windows Virtual Desktop Access (VDA) X 
Workplace Discount ProgramX  
24x7 Problem Resolution SupportXXX
Microsoft Dynamics CustomerSource  X
Step-Up LicenseX X
Servers – Disaster Recovery Rights  X
License Mobility  X
Servers – Self Hosted Applications  X
Windows SA per User Add-on Purchase Rights  X 
Windows to Go  X 
Virtualization Rights for Windows and Windows Embedded Desktops  X 

New Version Rights

Customer may upgrade to the latest version of an available Product. If Customer acquires perpetual Licenses through SA, it may deploy new version upgrades for those Licenses after SA coverage has expired, but only to versions released during the active SA coverage. Use of the new version is subject to the License Terms for that version.

Calculating Software Assurance Benefits Points

Entitlements are calculated on a points-based system for 24x7 Problem Resolution Support (Phone) in MPSA.

Software Assurance Benefits points for 24x7 Problem Resolution Support (Phone) in MPSA are calculated based on the number of qualifying licenses, applicable pools, and the points associated with qualifying products as listed in the following table. Points cannot be combined across agreements, enrollments, or Purchasing Accounts to qualify for additional points. Reduction of points as a result of returns and other billing adjustments, where allowed, may result in the loss of entitlements during the present or future entitlement periods.

Office Applications and Server LicensesPoints
Office Application Pool Products (including Office suites, Project Standard and Professional, Visio Standard and Professional), Windows Desktop Operating System Products, Microsoft Dynamics AX Task CAL1
Microsoft Dynamics 365 Customer Service CAL, Microsoft Dynamics 365 Sales CAL, Dynamics 365 Operations Server, Microsoft Dynamics 365 Operations Activity CAL, Microsoft Dynamics AX Functional CAL, Microsoft Dynamics AX Store Server2
Windows Server Standard (2-packs of Core Licenses), System Center Standard Server Management License (2-packs of Core Licenses)5
Windows Server Datacenter (2-packs of Core Licenses), System Center Datacenter Server Management License (2-packs of Core Licenses)10
SQL Server Standard edition, Windows Server Standard edition, System Center Standard Server Management License (2-processor), Visual Studio Professional Subscription, Visual Studio Test Professional Subscription, and Microsoft Dynamics AX Enterprise CAL, Microsoft Dynamics 365 Operations CAL25
SQL Server Enterprise edition, SQL Server Business Intelligence, Windows Server Enterprise edition and Visual Studio Enterprise Subscription50
SQL Server Data Center edition, SQL Parallel Data Warehouse, Windows Server Datacenter edition, Microsoft Dynamics AX Standard Commerce Core Server, and System Center 2012 Datacenter Server Management License (2-processor)75

Note: For SQL CALs, see the CAL Suites table in this section

Office for the web services and Office Online Server

Users of a device licensed with the qualifying applications may access Office for the web services and Office Online Server for editing documents from the Licensed Device. The Primary User of the Licensed Device may access Office for the web services and Office Online Server for editing documents from any device.

Qualifying Desktop Application Office Online rights
Office Standard

Office for the web

Office Online Server

Office Professional Plus
Office for Mac Standard

Users must also be licensed for SharePoint Online or OneDrive for Business plans to access Office for the web services.

Planning Services

Planning Services have been retired from SA benefits on February 1st, 2021.

Enterprise Source Licensing Program

Customers with 10,000 or more licensed desktops with SA coverage in the systems pool may be eligible to access to Microsoft Windows source code for internal development and support. Academic programs are eligible for the Microsoft Research Source Licensing Program.

Training Vouchers

Training Vouchers have been retired from SA benefits on February 1st, 2021.

Microsoft Workplace Discount Program

The Microsoft Workplace Discount Program provides Customer’s employees the right to acquire Microsoft products or services made available through the Microsoft Workplace Discount Program website(s). Customer’s employees may choose to purchase from either the Online Services or Software option.

Online Services

The threshold requirement for participation in the Microsoft Workplace Discount Program, for purchase of Online Services, is waived for Customers with SAM coverage for the Application pool. Customer’s employees may acquire a single subscription of either Microsoft 365 Family or Microsoft 365 Personal through the Workplace Discount Program website.

Microsoft 365 Family or Microsoft 365 Personal subscriptions acquired through the Microsoft Workplace Discount Program website may currently be renewed at the then current Microsoft Workplace Discount Program price regardless of employment or Customer’s SAM coverage status.

Software

Customer’s employees, who are users of the licensed qualifying desktop applications identified in the table below may acquire a single License for the corresponding Workplace Discount Program software, to be installed on one device (either a PC or a Mac, specific to the software that is purchased). Academic Select (without SAM), Academic Select Plus (without SAM), and Academic Open programs are not eligible for this benefit.

Workplace Discount Program Licenses expire with termination of employment, termination or expiration of SA coverage for the copy of the corresponding qualifying desktop application that employee uses at work, if the employee is no longer a user of the licensed copy of the qualifying desktop application, or upon the employee’s installation and use of any prior or later version of that qualifying desktop application pursuant to a Workplace Discount Program license.

Qualifying Desktop ApplicationCorresponding Workplace Discount Program License
Visio Standard 2016/2019/2021Visio Professional 2021 HUP
Visio Professional 2016/2019/2021
Project Standard 2016/2019/2021Project Professional 2021 HUP
Project Professional 2016/2019/2021

The terms of use for products and services acquired through the Workplace Discount Program software are between Microsoft and Customer’s employee and are accessed through the Microsoft Workplace Discount Program website(s).

Microsoft assumes no responsibility for compliance with any employment-benefit, tax or reporting obligation that either Customer or its employees may have.

Microsoft may terminate a customer’s participation in the Microsoft Workplace Discount Program, immediately and without notice, in connection with unauthorized access to or licensing through the Microsoft Workplace Discount Program website in connection with that customer’s program code.

For more information on the Microsoft Workplace Discount Program, refer to http://www.microsoft.com/licensing or https://aka.ms/workplacediscountprogram. 

24x7 Problem Resolution Support

Customers (other than those purchasing through Academic Programs) with SA coverage are eligible for 24x7 Problem Resolution Support.

24x7 Problem Resolution Support provides assistance for problems with specific symptoms encountered while using Microsoft products. Microsoft will make reasonable efforts to assist Customer with support requests in a manner consistent with Microsoft Product Support policies. Microsoft reserves the right to refuse unreasonable requests for support services, and may refer Customers to an additional service level agreement which may require an additional charge.

Products that are currently in Mainstream Support as set forth in Microsoft's Support Lifecycle Policy are eligible for 24x7 Problem Resolution Support. Microsoft can add support for new Products or discontinue support for existing Products. Microsoft will notify Customer if Customer’s implementation of Microsoft products cannot be supported. If Customer does not modify the implementation to make it effectively supportable within 30 days after the notice, Microsoft will not be obligated to provide additional support services for that implementation.

An assisted break-fix support request, also known as an incident, is defined as a single support issue and the reasonable effort needed to resolve it.  A single support issue is a problem that cannot be broken down into subordinate issues.  If a problem consists of subordinate issues, each shall be considered a separate incident.  In certain situations, Microsoft may provide a modification to the commercially available Microsoft Product software code to address specific critical problems (“Hotfix(es)”) in response to an assisted break-fix support request. Hotfixes are designed to address Customer's specific problems and are not regression tested.

Phone Support Incident Awards for all programs except MPSA

The number of permitted phone support incidents varies by customer based upon their SA spend and payment option. SA-spend-based incidents are earned based on server and desktop SA spend under a qualifying Select or Enterprise enrollment, Select Plus registration, Open Value Agreement or Open License Authorization number. Microsoft will award one incident for each Server SA or CAL SA spend of at least $20,000. Microsoft will award one incident for each Systems Pool or Applications Pool SA spend of at least $200,000. The table below shows the approximate currency equivalents for SA-spend-based awards for agreements based in currencies other than USD. Due to the fluctuation of exchange rates, this table is subject to change.

Currency NameCurrency CodeServer / CAL - Incident Award IncrementsIW / Client - Incident Award Increments
US DollarUSD$20,000$200,000
Australian DollarAUD30,000300,000
Canadian DollarCAD27,000270,000
Swiss FrancCHFS Fr. 33,000S Fr. 330,000
China RenminbiCNYCRC 165,000CRC 1,650,000
Danish KroneDKKkr 160,000kr 1,600,000
EUROEUR21,500215,000
UK PoundGBP£13,500£135,000
Japanese YenJPYJPY 2,400,000JPY 24,000,000
Korean WonKRWKWD 24,000,000KWD 240,000,000
Norwegian KroneNOKkr 165,000kr 1,650,000
New Zealand DollarNZD35,000350,000
Swedish KronaSEKkr 200,000kr 2,000,000
New Taiwan DollarTWDNTD 700,000NTD 7,000,000
India RupeeINRINR 1,000,000INR 10,000,000
Russian RubleRUBRUB 660,000RUB 6,600,000

Phone Support Incidents that have not been used will expire at the expiration of SA coverage. Phone Support Incidents may not be transferred between enrollments or agreements.

Access to local phone support is available during business hours found on the website http://support.microsoft.com/gp/saphone. After-hours phone support may be provided through regional and international support centers. After-hours phone support can only be used to initiate business critical support requests. Business hours are determined on a region-by-region basis. Phone support assistance is not available in all languages in all regions.

Phone Support Incidents Awards for MPSA

The number of permitted phone support incidents varies based upon Customer’s SA benefits points earned. If Customer has SA coverage on at least one qualifying Server software Product, Customer is entitled to a complimentary incident. The number of phone support incidents to which Customer is entitled is based on the total calculated points earned through Customer’s Purchasing Account, as shown below (refer to the ‘Calculating Software Assurance Benefits Points’ section of this document for details of how SA Benefits points are calculated):

Pool Points per phone support incident
Applications and Systems (combined)2,000
Server400
CAL400

Incidents are entitled over the term of the SA coverage and are available for use from the start of Customer’s SA coverage, regardless of whether or not Customer has chosen to spread payments. Purchases made after the initial order will trigger recalculation of the incidents awarded and the annual allotment. Phone Support Incidents that have not been used will expire at the expiration of SA coverage. Phone Support Incidents may not be transferred between Purchasing Accounts.

Access to local phone support is available during business hours found on the website http://support.microsoft.com/gp/saphone. After-hours phone support may be provided through regional and international support centers. After-hours phone support can only be used to initiate business critical support requests. Business hours are determined on a region-by-region basis. Phone support assistance is not available in all languages in all regions.

Web-Based Incidents

Customers (other than Academic Select License, Select Plus for Academic, Academic Open License, Campus and School Agreement, Open Value Subscription – Education Solutions, and Open License) with Standard, Enterprise and Datacenter Editions of server software covered with SA have access to electronic web-based Problem Resolution Support services on an as needed basis. Access to the electronic support sites is available 24 hours per day, 7 days a week, though responses will occur during Business Hours. Incidents initiated via the Web then converted to phone resolution by Customer will count against the available phone incident balance upon resolution. Incidents initiated via the Web then followed up via phone by Microsoft will not count against the available phone incident balance if resolution continues on Web, email and other electronic means.

SA is required for both server software and related CALs for Web Support incidents. Customers may only submit web-based Problem Resolution Support requests on those licensed copies of server software covered with SA.

Support Contacts

The number of permitted support contacts varies by Volume Licensing program and number of licenses covered under SA, as shown below. Contacts must be named individuals and can include individuals from outside Customer’s organization. However, an organization, department or group name may not be listed as a contact.

BenefitsOLOVS/S+: EA Level AS/S+: EA Level BS/S+: EA Level CS/S+: EA Level DMPSA
# of Problem Resolution Phone Support ContactsAs NeededAs NeededAs NeededAs NeededAs NeededAs NeededAs Needed
# of Authorized Web Support ContactsNA1238164
Service Level for Software Assurance Customers

Estimated response times by severity level and Customer's responsibilities are defined in the following table:

SeveritySituationMicrosoft’s Expected ResponseCustomer’s Expected Response
A. Submission via phoneCritical business impact:1st call response in 2 hours or less based on support offeringAllocation of appropriate resources to sustain continuous effort on a 24x7 basis2
Customer’s business has significant loss or degradation of servicesMicrosoft Resources at Customer site as required.Rapid access and response from change control authority
Management notification  
B. Submission via phoneModerate business impact:1st call response in 4 hours or less based on support offeringAllocation of appropriate resources to sustain Business Hours continuous effort
Customer’s business has moderate loss or degradation of services but work can reasonably continue in an impaired manner.Effort during Business Hours onlyAccess and response from change control authority within 4 Business Hours
C. Submission via phone or webMinimum business impact:1st response in one business day or less based on support offeringAccurate contact information on case owner
Customer’s business is substantially functioning with minor or no impediments of services.Effort during Business Hours onlyResponsive within one business day.
  1. Contact Microsoft representative for local business hours.
  2. Microsoft may need to downgrade the severity level if Customer is not able to provide adequate resources or responses to enable Microsoft to continue with problem resolution efforts.
Conversion of Software Assurance 24x7 Problem Resolution Support Incidents to Premier Support Services

With the exception of MPSA, Customers may convert SA 24x7 Problem Resolution Support Incidents (SA PRS Incidents, or “SAB”) to Unified Support, Premier Problem Resolution Support (PRS) hours or Dedicated Support Engineer (DSE) hours (applicable for reactive support activities only).

These services are for use consistent with their Premier Service or Unified Support plan at the time of transfer. The conversion is based on a local rate calculation that will be provided by their Premier Account Team. Customers may be required to purchase additional Support Account Management hours before converting SA PRS incidents. SA PRS incidents that are converted to Premier are considered Premier Problem Resolution Support hours and are subject to the Premier Services Description. Once converted, incidents cannot be returned to Customer’s SA allowance.

Additional Business Provisions

SA spend may not be combined across Select or Enterprise enrollments, Select Plus registrations, Purchasing Accounts, or Open Value Agreements to qualify for additional awards. Spending within each enrollment, agreement, or Purchasing Accounts will be used to determine the award for that enrollment, agreement, or Purchasing Accounts.

Reduction of SA Spend as a result of returns and other billing adjustments, where allowed, may result in the loss of Support eligibility or Phone incident awards during the present or future award periods.

SCE Eligibility

Customers who have an SCE with a minimum annual average SA spend of $250,000 on total of qualifying products in either the Application Platform or the CIS Suite and who have an active Premier Services Agreement are eligible for Unlimited 24x7 Problem Resolution Support (PRS) incidents. The two eligible SCE components qualify separately for Unlimited 24x7 Problem Resolution Support. Products listed below, that are currently in Mainstream or Extended Support as set forth in Microsoft's Support Lifecycle Policy in line with a Customer’s Premier contract, are included in this benefit.

The qualifying Application Platform Products are:

  • SQL Server (Standard, Standard Core, Enterprise Core, Business Intelligence and Parallel Data Warehouse and CALs)
  • BizTalk Server (Standard, Enterprise, and Branch)
  • Office SharePoint Server

The qualifying products from the Core Infrastructure Component are:

  • CIS Suite Datacenter (Windows Server Datacenter and System Center Datacenter)
  • CIS Suite Standard (Windows Server Standard and System Center Standard)

The table below lists the SA spend threshold conversions for agreements based in currencies other than USD. Due to the fluctuation of exchange rates, this table is subject to change without notice.

CurrencyCurrency CodeMinimum Annual Average SA spend to qualify for Unlimited 24x7 PRS
US DollarUSD250,000
Australian DollarAUD375,000
Canadian DollarCAD337,500
Swiss FrancCHF412,500
China RenminbiCNY2,062,500
Danish KroneDKK2,000,000
EUROEUR268,750
UK PoundGBP168,750
Japanese YenJPY30,000,000
Korean WonKRW300,000,000
Norwegian KroneNOK2,062,500
New Zealand DollarNZD437,500
Swedish KronaSEK2,500,000
New Taiwan DollarTWD8,750,000
India RupeeINR12,500,000
Russian RubleRUB8,250,000

When committed annual average SA spend on qualifying Application Platform and/or Core Infrastructure products eligible for Unlimited 24x7 PRS is higher than $250,000, Microsoft will not award incidents based on actual SA spend on these products. If Customer becomes eligible for Unlimited 24x7 PRS midstream, any incident previously awarded based on SA spend and not consumed will be subtracted from Customer’s balance. Unlimited 24x7 PRS incidents cannot be converted to Premier Problem Resolution Support hours or incidents.

Parallel Data Warehouse Eligibility

Customers who acquire licenses for SQL Server Enterprise Edition, deploy Parallel Data Warehouse (“PDW”) and have an active Premier Services Agreement are eligible for Unlimited 24x7 PRS incidents, regardless of being enrolled in an SCE or their SCE spend.

While all qualifying customers will receive an unlimited number of 24x7 PRS incidents, the number of permitted support contacts to manage Unlimited 24x7 PRS does vary by size of the SA spend. All eligible customers are entitled to at least four authorized contacts plus one additional contact per every additional $125,000 of SA spend under their SCE or VL program (s) under which they purchased licenses for SQL Server Enterprise Edition, deploy PDW. For agreements in foreign currencies, eligible customers are entitled to at least four authorized contacts plus one additional contact for each incremental SA spend amount equivalent to $125,000 of annual average SA spend in the applicable foreign currency. See table below:

The following table applies to customers who have an SCE or have licenses for PDW:

Annual Average SA spendPermitted support contacts
$250,000 - $374,9994
$375,000 - $499,9995
$500,000 - $624,9996
$625,000 - $749,9997
$750,000 - $874,9998

The number of permitted support contacts for MPSA is 4 regardless of SA spend. The Unlimited 24x7 PRS benefit only includes Problem Resolution Services. Any time spent by the Technical Account Manager (TAM) or the Designated Support Engineer (DSE) on the resolution of the incident will be accounted for under Customer’s Premier Services Agreement.

Note: Customers currently licensed for PDW maintain this benefit as detailed in the June 2016 Product Terms (https://aka.ms/productterms).

Step-Up License Availability

The Step-Up License must be acquired, and is valid only when acquired, under the same volume licensing agreement and enrollment (if any), under which SA coverage for the qualifying product was acquired. Customer’s right to the use of software under a Step-Up License is conditioned on their having and retaining a License for the qualifying product. Customers’ perpetual rights under the Step-Up License supersede and replace the underlying License for the qualifying product. For more details, refer to the Licensing Brief: Microsoft Step-Up Licenses (https://aka.ms/licensingbrief-stepups).

Step Up FromStep Up To
BizTalk Server BranchBizTalk Server Standard
BizTalk Server BranchBizTalk Server Enterprise
BizTalk Server StandardBizTalk Server Enterprise
Core CAL SuiteEnterprise CAL Suite
Core Infrastructure Server Suite StandardCore Infrastructure Server Suite Datacenter
Desktop Education w/ Core CALDesktop Education w/ Enterprise CAL Suite
Desktop School w/ Core CALDesktop School w/ Enterprise CAL Suite
Exchange Server StandardExchange Server Enterprise
Forefront TMG StandardForefront TMG Enterprise
Microsoft Dynamics 365 Team Members On-premises CALMicrosoft Dynamics 365 Sales On-premises CAL
Microsoft Dynamics 365 Team Members On-premises CALMicrosoft Dynamics 365 Customer Service On-premises CAL
Microsoft Dynamics 365 Team Members On-premises CALMicrosoft Dynamics 365 Operations Activity On-premises CAL
Microsoft Dynamics 365 Operations Activity On-premises CALMicrosoft Dynamics 365 Operations On-premises CAL
Office StandardOffice Professional Plus
Professional DesktopEnterprise Desktop
Project StandardProject Professional
SQL Server Standard CoreSQL Server Enterprise Core
System Center StandardSystem Center Datacenter
Visio StandardVisio Professional
Visual Studio Professional SubscriptionVisual Studio Enterprise Subscription
Visual Studio Test Professional SubscriptionVisual Studio Enterprise Subscription
Windows Server StandardWindows Server Datacenter

Servers – Disaster Recovery Rights

For each Instance of eligible server software Customer runs in a Physical OSE or Virtual OSE on a Licensed Server, it may temporarily run a backup Instance in a Physical OSE or Virtual OSE on either, another one of its Servers dedicated to disaster recovery, or, for Instances of eligible software other than Windows Server, on Microsoft Azure Services, provided the backup Instance is managed by Azure Site Recovery to Azure. The License Terms for the software and the following limitations apply to Customer’s use of the backup Instance. Any dedicated Server used for these purposes, that is under the management or control of an entity other than Customer or one of its Affiliates, is subject to the Outsourcing Software Management clause.

Permitted Use of Backup Instances

The backup Instance can run only during the following exception periods:

  • For brief periods of disaster recovery testing within one week every 90 days;
  • During a disaster, while the production Server being recovered is down; and
  • Around the time of a disaster, for a brief period, to assist in the transfer between the primary production server and the disaster recovery Server.
Using the Azure Hybrid Benefit for Disaster Recovery

Customer optionally may use Windows Server under the Azure Hybrid Benefit for backup Instances run and managed on Microsoft Azure Services using Azure Site Recovery. In this case, notwithstanding anything to the contrary in the Microsoft Azure License Terms governing Azure Hybrid Benefit, Customer will be permitted to concurrently deploy the same Windows Server Standard Licenses on Microsoft Azure Services under Azure Hybrid Benefit for purposes of testing and during recovery (as described in “Permitted Use of Backup Instances” above) and on the Licensed Servers running the corresponding production workloads. Furthermore, Customer may resume running the same production workloads on the Licensed Servers as contemplated in this Disaster Recovery Rights provision, notwithstanding any limitations on License reassignment. 

Requirements for Disaster Recovery Use

In order to use the software under disaster recovery rights, Customer must comply with the following terms:

  • The OSE on the disaster recovery Server must not be running at any other times except as above.
  • The OSE on the disaster recovery Server may not be in the same cluster as the production Server.
  • Use of the software backup Instance should comply with the License Terms for the software.
  • Once the disaster recovery process is complete and the production Server is recovered, the backup Instance must not be running at any other times except those times allowed here.
  • Maintain SA coverage for all CALs, External Connector licenses and Server Management Licenses under which it accesses the backup instance and manage the OSEs in which that software runs.
  • Customer’s right to run the backup Instances ends when Customer’s Software Assurance coverage ends.
Additional Permitted Use of Windows Server

Other than backup instances run on Microsoft Azure Services, Windows Server License is not required for the disaster recovery Server if the following conditions are met:

  1. The Hyper-V role within Windows Server is used to replicate Virtual OSEs from the production Server at a primary site to a disaster recovery Server.
  2. The disaster recovery Server may be used only to:
    • run hardware virtualization software,
    • such as Hyper-V, provide hardware virtualization services,
    • run software agents to manage the hardware virtualization software,
    • serve as a destination for replication, receive replicated Virtual OSEs, test failover, await failover of the Virtual OSEs, and
    • run disaster recovery workloads as described above.
  3. The disaster recovery Server may not be used as a production Server.

License Mobility

License Mobility Across Server Farms

Under License Mobility Across Server Farms, Customer may reassign any of its Licenses which are designated as having License Mobility and for which it has SA to any of its Licensed Servers located within the same Server Farm as often as needed. Customer may also reassign these Licenses from one Server Farm to another, but not on a short-term basis (i.e., not within 90 days of the last assignment). Products used for Self-Hosting may be used at the same time under License Mobility Across Server Farms rights.

License Mobility through Software Assurance

Under License Mobility Through Software Assurance (SA), Customer may move its licensed software to shared servers under any of its Licenses which are designated as having License Mobility for which it has SA, subject to the requirements below. Products used for Self-Hosting may be used at the same time under License Mobility through SA rights, subject to the limitations of the Self-Hosting License Terms.

Permitted Use:

With License Mobility through SA, Customer may:

  • Run its licensed software on shared servers;
  • Access that software under access licenses and for which it has SA, and under its User and Device SLs that permit access to the Products;
  • Manage its OSEs that it uses on shared servers; and/or
  • Manage its OSEs that it uses on its servers using software that it runs on shared servers.
Requirements:

To use License Mobility through SA, Customer must:

  • Run its licensed software and manage its OSEs on shared servers under the terms of its volume licensing agreement;
  • Deploy its Licenses only with Microsoft Azure Services or qualified License Mobility through Software Assurance Partner; and
  • Complete and submit the License Mobility verification form with each License Mobility through Software Assurance Partner who will run its licensed software on their shared servers.

Customer may move its licensed software from shared servers back to its Licensed Servers or to another party’s shared servers, but not on a short term basis (not within 90 days of the last assignment). Customer may also move Instances run or OSEs managed under a particular License from shared servers in one Server Farm to its shared servers in another Server Farm, but not on a short-term basis (not within 90 days of the last assignment). OSEs managed under the same License must be in the same Server Farm. Customer agrees that it will be responsible for third parties’ actions with regard to software deployed and managed on its behalf. Except as provided below, the License Terms applicable to the Product together with the License Mobility through SA terms govern its use. The License Mobility through SA terms supersede any conflicting License terms for a Product when License Mobility through SA is used. License Mobility through SA rights also apply to Listed Providers’ Servers that are dedicated to Customer’s use, subject to these same terms and conditions. Some Products, as outlined below, have different use rights for shared servers under License Mobility through SA:

License ModelProduct/Product TypeLicensePermitted Number of:  OSEs or Cores per License
Per Core/CALExternal Connector LicensesEach External Connector License with active SA coverage1 OSE per license
Server/CALSQL ServerEach Server License with active SA coverage1 OSE per license
Per-CoreAll eligible ProductsEach Core License with active SA coverageOne virtual core (subject to the product use rights including the requirement of a minimum of 4 cores per OSE)
Management ServersSystem Center 2012 R2 StandardEach Management License with active SA coverage2 Managed OSEs per Licensed Server
Management ServersSystem Center 2012 R2 DatacenterEach Management License with active SA coverage10 Managed OSEs per Licensed Server
Management ServersSystem Center 2022 StandardEvery 16 Management Licenses with active SA coverage2 Managed OSEs per Licensed Server
Management ServersSystem Center 2022 DatacenterEvery 16 Management Licenses with active SA coverage10 Managed OSEs per Licensed Server

Fail-over Rights

For SQL Server Instances run under License Mobility through SA rights, Customer may run passive fail-over Instances in one OSE on the qualifying shared servers in anticipation of a fail-over event. The number of licenses that otherwise would be required to run the passive fail-over Instances must not exceed the number of licenses required to run the corresponding production Instances on the same partner’s shared servers.

Servers – Self Hosted Applications

Self-Hosted Applications means those Products for which Self-Hosted rights apply.

Despite any terms to the contrary in Customer’s volume licensing agreement including the Product Terms, Customer may run licensed copies of Self-Hosted Applications that interact directly or indirectly with its software to create a unified solution (“Unified Solution”) and permit third parties to use it, subject to the terms below.

Requirements

Customer must have the required Microsoft Licenses and SA for:

  • the Self-Hosted Applications run as part of the Unified Solution; and
  • all access Licenses used to make the Unified Solution available to External Users.

All Microsoft software used to create and deliver the Unified Solution must be:

  • licensed through a Volume Licensing program; and
  • eligible for Self Hosting under these License Terms.

If Customer delivers the Unified Solution from shared servers, Customer may not use Windows Server (nor Remote Desktop Services External Connector License or any other Windows Server access license) as a Self-Hosted Application. Instead, Customer must use Windows Server software licensed through a License Mobility through Software Assurance Partner or Customer’s Services Provider Licensing Agreement, or under another Microsoft Volume Licensing offering permitting use on shared servers. Other Products used in a Unified Solution delivered from shared servers must have License Mobility through Software Assurance. Any dedicated Server used for these purposes, that is under the management or control of an entity other than Customer or one of its Affiliates, is subject to the Outsourcing Software Management clause.

Customer’s software must:

  1. add significant and primary functionality to the Self-Hosted Applications that are part of the Unified Solution (dashboards, HTML editors, utilities, and similar technologies alone are not a primary service and/or application of a Unified Solution);
  2. be the principal service and/or application of the Unified Solution, and must not allow direct access to the Self-Hosted Applications by any end user of the Unified Solution;
  3. be delivered to end users over the Internet, a telephone network, or a private network from servers under the day to day control of Customer or a third party other than the end user of the Unified Solution (the Unified Solution may not be loaded onto the end user’s device); and
  4. be owned, not licensed, by it, except that its software may include non-substantive third party software that is embedded in, or operates in support of, its software.

All use of the Self-Hosted Applications remains governed by the License Terms for those products. Customer may not transfer Licenses acquired under its volume licensing agreement except as permitted in that agreement.

Extended Security Updates

Customer may purchase Extended Security Updates (“ESU”) coverage for Licenses with SA coverage and equivalent Subscription Licenses.

License Requirements

ESU Coverage is required for each core or server License assigned to the Licensed Server, subject to the same license minimums. ESU coverage is not required (nor available) for CALs or External Connector Licenses; however, Customer must have active SA (or equivalent Subscription Licenses) for CALs and External Connector Licenses permitting access to Servers with active ESU coverage.

Coverage Eligibility

For any given Server, Customer may acquire ESU coverage for years two and three of the offering only if Customer also acquired coverage for the preceding year. ESU coverage is not required to be co-terminus with SA coverage or SA equivalent Subscription Licenses; however, Customer must have a minimum of one month of qualifying SA coverage or Subscription License term remaining at the beginning of the actual coverage period for each year of ESU coverage purchased (i.e., during year one, year two or year three).

Use of Updated Software

Except as follows, server software that is updated through ESU coverage may be used only under licenses that have ESU coverage.

  1. Customer may continue to use updated software after coverage expires, but only under licenses to which coverage applied.
  2. Customer may apply updates provided under their ESU coverage to software Customer licenses and uses solely for development, test and related purposes under corresponding Developer edition licenses or Visual Studio subscriptions.
  3. Customer may use updated software under licensed SQL Server, Windows Server, and Windows 7 workloads running on Azure Stack.
Covering Hosted Workloads

Customer may also purchase ESU coverage for workloads running on Authorized Services Providers’ servers under License Included offerings. “Authorized Services Providers” means services providers listed at http://www.microsoft.com/licensing/software-assurance/license-mobility.aspx. “License Included” means Customer is licensing Windows Server or SQL Server through the Authorized Services Provider, and is not bringing its own licenses (e.g., BYOL). Customer must acquire ESU licenses for all of the Virtual Cores in a Virtual OSE subject to a minimum of 16 for Windows Server and four for SQL Server.

Azure Stack Workloads

Customer may have access to ESUs for its licensed SQL Server, Windows Server, and Window 7 workloads running on Azure Stack. The requirements to purchase ESU coverage and to access updated server workloads only under CALs with SA coverage are waived solely with respect to SQL Server, Windows Server, and Windows 7 Instances Customer is running on Azure Stack.

24x7 Problem Resolution Support

During the term of ESU coverage, Customer will be eligible to apply available 24x7 Problem Resolution Support incidents to the use of the covered version on its qualifying Servers. Qualifying Servers are Licensed Servers with active SA and ESU coverage and Licensed Servers also licensed for and running Azure Stack.