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Licensing Office 365 and Windows Intune via

the Enterprise Agreement

Volume
Licensing

This document covers Microsoft Office 365 and Windows Intune when purchased through an Enterprise Agreement. These
services can also be acquired through the Microsoft Online Subscription Agreement (MOSA) via the Microsoft Online Services
customer portals, and details are covered in a separate reference document in this series.

MICROSOFT ONLINE SERVICES

Microsofts

Organizations

Rather than the services being installed on the organizations own servers (known as "on-premises"), with Microsoft
Servers
Network
Online Services the services are installed on Microsoft's servers which users access across the Internet. This makes
Microsoft the service provider which hosts and manages the software on behalf of the customer.
Organizations benefit from all services being backed by a 99.9% scheduled uptime SLA, and a premium disaster
recovery service that allows a fast switchover to a geographically separated data center in case of primary data center
failure.
Microsoft Office 365 and Windows Intune are examples of Microsoft Online Services, and the Enterprise Agreement was updated in July 2011 to enable
organizations to add Online Services as part of their enterprise-wide commitment.

MICROSOFT OFFICE 365

WINDOWS INTUNE

The components of Office 365 are:

Windows Intune delivers a unified

PC and mobile device management
solution.

Exchange Online
SharePoint Online
Lync Online
Office Online
Office 365 ProPlus

Each user accessing the

Microsoft Office 365 services
requires a User Subscription
License (USL)

MICROSOFT OFFICE 365 PLANS

Office 365 Plan E

Windows Intune

Windows Intune Add-on for System

Center Configuration Manager

For organizations with users who are not

separately licensed for System Center
Configuration Manager and System Center
Endpoint Protection, such as through the Core CAL
Suite or Enterprise CAL Suite via an EA or EAS

For organizations with users who are separately

licensed for System Center Configuration
Manager and System Center Endpoint
Protection, such as through the Core CAL Suite
or Enterprise CAL Suite via an EA, EAS, or EES

Windows Intune service

Windows Intune service

Plan

Plan

Plan

E1

E3

E4

Voice

Voicemail and archiving

Forms; Access, Excel and Visio Services

System Center Configuration Manager

Office 365 ProPlus*

System Center Endpoint Protection

IM and presence

Hosted email with anti-virus and anti-spam

Office Online
Collaboration portal
Conferencing

*Office 365 ProPlus is installed locally and can be installed on up to 5 devices per licensed user

Office 365 Plan K1

Office Online
SharePoint Online Kiosk
Exchange Online Kiosk

Each user using a primary device managed by Windows Intune requires a USL

Notes:
Each USL covers the management and protection of up to 5 devices for the licensed
user
These devices can be running the Windows operating system, Windows RT, Windows
Phone, Mac OS, iOS or Android

Designed for Kiosk Workers who

spend less than 10% of their time on a
PC, share a terminal with other
workers, and have not had access to a
corporate mailbox in the past.

OFFICE 365 STANDALONES

Exchange Online Plan 1

Hosted email with anti-virus and anti-spam

Lync Online Plan 1

IM and presence

Exchange Online Plan 2*

Voicemail and archiving

Lync Online Plan 2*

Conferencing

Exchange Online Kiosk

Web based email for Kiosk Workers

Office 365 ProPlus

Client applications and Web Apps

Exchange Online Protection

Protection against spam and malware

Project Online

Exchange Online Archiving

Cloud-based archiving

Project Pro for Office 365

SharePoint Online Plan 1 with Yammer

Collaboration portal

Project Online with Project Pro for Office 365

SharePoint Online Plan 2* with Yammer

Forms; Access, Excel and Visio Services

Visio Pro for Office 365

Yammer Enterprise**

Enterprise social network

Project management
Advanced diagramming

* Plan 2 offerings include all features from Plan 1

** Microsoft Enterprise Agreement customers with qualifying license purchases, such as Office 365 Enterprise E3 and E4 plans, are eligible to activate Yammer Enterprise for their users

2014 Microsoft Corporation. All rights reserved. Microsoft provides this material solely for informational purposes. Details may vary by geography.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. v14.305

Microsoft Office 365 and Windows Intune via the EA - continued

ADDING ONLINE SERVICES TO AN ENTERPRISE

AGREEMENT
Organizations with an existing Enterprise Agreement can add
Office 365 licenses to their agreement to allow their users to access
Online Services. They have a choice as to how they license Office
365:
Add-on licenses: an organization continues to pay for their
traditional on-premises Licenses and Software Assurance but
adds on additional licenses to license the Office 365 services for
their users
Transition licenses: an organization stops paying for their
traditional on-premises Licenses and Software Assurance and
moves to licensing through Office 365 User Subscription
Licenses and Bridge CALs
In both cases, the original enterprise-wide commitment must be
maintained.

ENTERPRISE AND ADDITIONAL PRODUCTS

Some Office 365 USLs are considered to be Enterprise Products in
the EA and thus must be taken enterprise-wide, with other USLs
acting as Additional Products which may be purchased in any
quantity.
Enterprise Products:
E1, E3, E4
Additional Products:
K1
Standalone components (Lync Online Plan 1, for example)
Office 365 Add-ons

ENTERPRISE ONLINE SERVICES ONLY EA

Organizations can sign an Enterprise Online Services Only EA with
a minimum purchase of 250 Enterprise Products USLs. There is no
requirement to take any product enterprise-wide.

OFFICE 365 ADD-ONS

Organizations that have an Enterprise Agreement with an existing enterprisewide commitment for one of the CAL Suites can purchase incremental Add-on
USLs to license some or all of their users for Office 365 services without changing
the underlying EA. The table below shows the existing enterprise-wide
commitment (qualifying licenses) and the eligible Add-ons that may be
purchased. There are no minimum requirements for Add-on purchases and
organizations may purchase as many Add-ons as they wish up to the number of
qualifying licenses. These Add-on USLs are Additional Products within the EA and
thus may be decreased at anniversary to any number (including zero) if required.
Qualifying Licenses
Core CAL
+ Office

Core CAL
Exchange Online Plan 1 Add-on
Lync Online Plan 1 Add-on
SharePoint Online Plan 1 Add-on
E1 Add-on
E3 without ProPlus Add-on
E3 Add-on
E4 without ProPlus Add-on
E4 Add-on

Enterprise
CAL

Enterprise
CAL + Office

Taken from page 101 of September 2013 Product List

OFFICE 365 TRANSITIONS

Organizations may instead choose to move their licensing from the CAL Suites
and, optionally Office, to Office 365 USLs. In the case of transitions, CAL Suite
Bridges are always required to license the components of the CAL Suite that are
not included in the Office 365 USL the Windows Server CAL, for example. The
enterprise-wide commitment is then satisfied by the Office 365 USL and the CAL
Suite Bridge.
Some transitions are considered to be equivalent transitions and an organization
will not pay any additional fees in the year of transition:
Existing Enterprise Products

Equivalent Transitions

Core CAL Suite

E1 and Core CAL Suite

Bridge for Office 365

LICENSE RESERVATION

Core CAL Suite and Office Professional Plus

E3/E4 and Core CAL Suite

Bridge for Office 365

There are two ways that organizations may pay for Online Services
added to an Enterprise Agreement:

Enterprise CAL Suite and Office Professional Plus

E3/E4 and Enterprise CAL

Suite Bridge for Office 365

1. Via a PO as the Online Services are activated

2. At the anniversary if License Reservation is used
Before reservation, all products must have prices agreed via the
CPS. Enterprise Products may have prices agreed with no previous
purchase, whereas Additional Products prices are fixed with the
purchase of a single license. License Reservation is done via VLSC
and organizations may make multiple reservations for the same
service. No invoice is triggered at the time of reservation and at
anniversary all reserved licenses are invoiced retroactively for the
prior year based upon the month in which they were reserved.

Further Microsoft Licensing handouts and exams:

GetLicensingReady.com

Organizations may step-up from one plan to another (E3 to E4, for example) if their
business needs change.

OFFICE USAGE RIGHTS

COMPARISON
Licensing model

Office
Professional Plus

Office 365
ProPlus

(acquired through EA)

(acquired through EA)

Per Device

Per User

Number of installs

Downgrade rights

Yes

No

Run in an RDS deployment

Yes

Yes*

Run in a VDI deployment

Yes

Yes

Run in a Windows To Go deployment

Yes

Yes*

*Rights granted through the Product List allowing customers to use Office Professional Plus 2013
software on a network server or a USB drive as one of the 5 allowed installations for Office 365
ProPlus. Upon termination of the Office 365 ProPlus subscription, any Office Professional Plus 2013
software must be un-installed

2014 Microsoft Corporation. All rights reserved. Microsoft provides this material solely for informational purposes. Details may vary by geography.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. v14.305