Software Asset Management
Contents
1. For more detailed information on licensing solutions visit www microsoft com uk licensing 26 or 1 in 4 business software applications is used without a licence NAAL dilS v gt YF 4 Step Plan J PUTTING SAM IN PLACE i Microsoft understands that maintaining control of i i and managing your software licences can be extremely challenging That s why we have developed a step by step process to make SAM easier for you Customers don t know what to keep why to keep it and the importance attached to it Source David Gilchrist SAMPartners STEP 1 PERFORM A SOFTWARE INVENTORY Performing a software inventory is the first step in any SAM plan as it will establish the number of desktop PCs laptops and servers your organisation has in use and the type of software installed on each computer Depending on your company this initial step may or may not be an easy one In either case establishing this inventory Is critical to effective software management and general office organisation For smaller businesses the inventory can be done manually or there are a number of automated discovery tools that can scan your entire network easily and efficiently MANUAL INVENTORY You can perform a manual inventory simply by going to each PC and viewing the Add or Remove Programmes screen This will tell you exactly what programmes are running on that particular PC SOFTWARE2. a second copy of my operating system software for my home work or portable computer No The right to make a second copy of a Microsoft software product applies only to some application products and not to operating system software 13 Is it legal for me to sell a software licence that have bought and used Yes as long as you follow the terms of transfer outlined in your Licence Agreement For example in relation to retail Microsoft software you may transfer your rights under the End User Licence Agreement on a permanent basis provided you transfer all copies of the software and all written materials including the original Licence Agreement and the Certificate of Authenticity where applicable For any valid transfer the software recipient must agree to the terms of the EULA Any transfer must include the most recent product upgrade as well as any prior version that you have including media and documentation Prior to transferring your software you must remove all copies of the software from your machine including your portable computer in instances where a second copy is allowed Licences under a Microsoft Open Licence Agreement can be transferred in most circumstances If you wish to transfer software licences you purchased under a Microsoft Open Licence Agreement you must transfer all licences purchased under your authorisation number to a single legal entity Licences purchased under a Microsoft Open Licence Agreement ca
3. provided by legal systems Computer programmes in some form or another underlie every action taken in cyberspace and are therefore the fundamental building block of the new economy From a global perspective the computer software industry employs 1 35 million people and produces US 175 billion in worldwide revenue annually But while the information economy is soaring so is intellectual property theft and information piracy The long term health of the global information economy rests upon the ability of the public and private sectors to work together to protect intellectual property rights against the growing problems of technology theft worldwide Intellectual property protection provides the legal framework to safeguard intellectual capital GENERAL LICENSING 3 What is a software licence A software licence grants a person or company the legal right to use a software programme For each software programme you use you need a licence granted to it and proper documentation evidencing that licence Microsoft offers many licensing programmes designed to meet your every need The software licences that accompany these programmes will vary Refer to the table in the Software Licensing Basics section 4 What is an End User Licence Agreement EULA The End User Licence Agreement outlines the terms and conditions of use for the software programme you have acquired For retail Full Packaged Product software the licence ag
4. the time to acquire additional licences through an authorised Microsoft software reseller For downloadable templates and further information on Step 2 Match licences with software visit www microsoft com resources sam sbs_2 mspx SIEP 3 REVIEW YOUR POLICIES AND PROCEDURES Now that you have a good assessment of the software and licences in use within your organisation it s the perfect time to review your organisation s policies and procedures Review or develop the following documents e Software Acquisition Policy This should describe the steps employees should follow when needing a new software programme e New Software Check In List What happens when your organisation receives new software Is the software sent to the department that requested it or is it sent to the IT department for proper check in Having a software check in list is critical if you want to keep your software and licence inventory up to date Software Use Policy Your Software Use Policy should cover the organisation s rules for downloading installing and using software programmes A good Software Use Policy will help keep your organisation s computer system secure free from viruses reduce the number of support calls and keep the software inventory up to date Disaster Recovery Plan It s impossible to predict the future but it is possible to prepare for future catastrophies All organisations should have a thorough Disaster Recovery Pla
5. INVENTORY AND ASSET MANAGEMENT TOOLS There are many Software Inventory and Asset Management Tools available on the market Software Inventory Tools primarily take an inventory of the software installed on your PCs while the Software Asset Management Tools are designed to help you manage your network of computers and the associated software Free Microsoft Inventory Tool The free Microsoft Software Inventory Analyser MSIA will generate an inventory of core Microsoft programmes installed on your local computer or throughout a network Download MSIA at www microsoft com resources sam msia mspx Please note that the results of the scan performed by MSIA are completely confidential and are not sent to Microsoft Other Inventory Tools Other tools are available on the market to help you perform your software inventory Find a SAM tool by visiting www microsoft com resources sam tools mspx N B This is not a Microsoft endorsement of any particular tool If you are in the process of selecting a tool we recommend you extend your search beyond what ts listed on this website For downloadable templates and further information on Step 1 Perform a software inventory visit www microsoft com resources sam sbs_1 mspx PEP 2 MATCH SOFTWARE LICENCES ACQUIRED WITH SOFTWARE INSTALLED The second step of matching your software licences with software installed is perhaps the most challenging The following information will help
6. Your potential Our passion Microsoft A Guide to Software Asset Management ARE YOU AT RISK Curious as to whether your company maybe at risk for using unlicensed or counterfeit software L Do you know how many PCs laptops and servers your organisation currently has in use Yes No a Do you have a software licence for all software programmes installed on your PCs laptops and servers Yes No a Are you confident that no employees have made unauthorised copies of your software Yes No a Did you acquire all the software installed on your PCs laptops and servers from reputable sources Yes No L Does your organisation have a written policy for copying software and or purchasing software licences Yes No a If you answered no to any of these questions or if you are unsure about any of your answers then you need to evaluate your organisation s software situation in greater detail This guide will outline the steps you need to take to implement SAM in your organisation Contents Section 1 Software Asset Management what is it and how can it benefit your organisation Section 2 Software Licensing the basics Section 3 4 Step Plan putting Software Asset Management in place Section 4 FAQs answering your questions on Intellectual Property Licensing and Piracy Section 5 Software Asset Management Checklist keep tr
7. ack of every step of the process The role and importance of externally acquired software has changed dramatically in recent years to the point where it has to be regarded as a business asset and managed as such Software Asset Management has become an imperative not an option Software licences are business assets Without them directors expose their business and themselves to constraints and to legal and financial risks Quaker Foods Europe Quaker a 300m division of PepsiCo supplies breakfast cereal and related products in Northern Europe including UK Benelux Scandinavia and other parts of the EMEA region Its products include household brands such as Quaker Oats Scott s Porage Oats Oatso Simple Snack a Jacks and Harvest Crunch which it supplies to major retailers in the UK and through a network of distributors in other geographical regions Over 90 of the company s products are recognised as market leaders making it one of the most successful businesses in the cereal manufacturing industry The company has six offices around Northern Europe and employs nearly 400 people Whilst the organisation has always kept a close watch on the Issues surrounding licence compliance and legality it was felt that the implementation of a set of formal processes would assist in on going management of the company s software assets and enable the smooth transition from purchase to deployment upgrade or disposal Critical to t
8. er version as part of my legally licensed product Yes All copies together are treated as a single product regardless of how many upgrade versions you ve acquired The upgrade licence is attached to the base licence full licence and together they become the legal licence 24 What if my original product was acquired from a different software publisher and upgraded to a Microsoft product If the Microsoft software is an upgrade from a product of another supplier sometimes called a competitive upgrade you may only transfer the other software in conjunction with the Microsoft upgrade product 25 What if don t upgrade my product but acquire a completely new version Do still have to keep my old version of that product No However as you acquire upgrades for the new product you must retain both the original product and the upgrade versions that together serve as a single product 26 What is Product Activation Microsoft Product Activation is aimed at reducing software piracy the number of illegal copies of a software programme Product Activation also helps verify that the software has been legally licensed and ensures that Microsoft s customers are receiving the software quality that they expect For more information on Product Activation visit www microsoft com piracy activation_how mspx HOW TO TELL IF YOUR MICROSOFT SOFTWARE IS GENUINE 27 What is a Certificate of Authenticity COA The COA assist
9. few specific software programmes Determine a threshold of error for these spot checks If the difference between the software inventory report and the spot check is significant it may be wise to perform a full software inventory For downloadable templates and further information on Step 4 Develop a SAM Plan visit www microsoft com resources sam sbs_4 mspx ANSWERING YOUR QUESTIONS INTELLECTUAL PROPERTY 1 What is intellectual property Intellectual property is a group of legislative and common law rights affording protection to creative and intellectual effort Intellectual property protection covers literary artistic and musical works including computer programmes and inventions scientific discoveries industrial designs trademarks trade secrets confidential information The four most common forms of intellectual property are copyright patent trade secrets confidential information and trademarks 2 What is the importance of intellectual property protection In the new economy the most important determinant of the profitability of a business is its intellectual capital or the knowledge information and experience that can be used to create wealth Industries such as computer software film music performing and recording and publishing are based almost entirely on the development and sale of their intellectual capital These industries stand or fall on the strength of intellectual property protection
10. he success of the project was going to be finding the correct point of embarkation SAMpartners Ltd were chosen to support Quaker in the project and carried out a PC audit and licence reconciliation exercise using a market leading software tool In parallel with this their unique SAMcheck service was undertaken Stuart Riches Head of IT stated that establishing an accurate starting point for the project was vital to its success and the combination of an audit along with the SAMcheck service did exactly that Our partnership with SAMpartners has enabled us to move forward a long way in a short time and the benefits of the project will be enjoyed by Quaker Foods Europe both now and in the long term www sampartners com samservices Es BLA RACE HT Microsoft It is an irony of modern business life that directors often pay more attention to their control of assets such as company cars than they do to the management of business critical substantial investments such as IT Source IOD A Director s Guide Managing your Software Assets Software Asset Management Software is a business critical tool in today s business world and it is essential to keep your organisation running smoothly It s surprising that so little attention is given to its management documentation and upkeep after the initial purchase Essentially software is often taken for granted That s where the business pr
11. in jeopardy Implementing a step by step SAM process will provide numerous benefits for an organisation Save money Good software management can help you determine what software you do and don t need It can also help you take advantage of volume licence discounts offered by many software publishers and determine how to deploy software more efficiently company wide Manage technological change Software management can help your organisation identify its software needs avoid obsolescence and ensure proper technology enabling you to stay ahead of the competition Alleviate communication and transfer problems In organisations where the acquisition of data technology has gone unchecked many different platforms and versions may exist Managing software can help address and resolve these issues improving workflow and efficiencies Justify investments in technology Software management can help organisations identify what software investments have proven beneficial while highlighting those areas that may need upgrades or new programmes Avoid costs and fines Abuse of software licences can result in financial penalties and legal costs Additionally directors can be individually liable both in criminal and civil proceedings for any copyright infringement that occurs within the organisation Maintain integrity and honesty Software management will help ensure that your organisation is using genuine software and
12. is paying for all the software in use This will give peace of mind to management employees and shareholders alike Software Asset Management will help control the way employee s use company IT equipment which exposes business owners to legal implications e g downloading music games and videos Unauthorised software can contain viruses that may potentially damage both individual computers and entire networks Ensuring that your company is using only authorised genuine software will help alleviate these concerns When using licensed software you are eligible for technical support and product upgrades from the software publisher With properly managed software you can rest assured that employees will not be focusing time on the software issues raised above Instead they ll be focusing on your company s core business goals For more information on the benefits of SAM visit www microsoft com resources sam Software Ale Licensing Software Licensing THE BASICS Before you begin implementing SAM in your organisation it is important to understand software licensing and the options available to you and to ensure that your organisation s i current licensing is up to date ij a KF Software licensing isn t just complex it can be a minefield Source Douglas Hayward Business and Technology Writer WHAT IS A SOFTWARE LICENCE Software isn t
13. like most assets you acquire A software licence grants a person or company the legal right to use a software programme The software itself is the intellectual property of the copyright owner however the licence accompanying the software provides the terms and conditions for use of that software programme For each software programme you use you need a licence Using the software outside the terms of the licence is an infringement of copyright typically referred to as software piracy Infringement of copyright can include e Installing your software on more computers than the licence allows e Allowing employees or contractors to make copies of software without the required licence e Making or selling illegal copies of software e Using illegal copies of software even unknowingly for you to be liable for copyright infringement it is not necessary that you know that your activity is illegal The mere act of using an illegal copy of the software can make you liable e Allowing or asking for example a consultant or employee to install software on your PCs when you do not have a licence for it For more detailed information on software licences visit www microsoft com uk licensing WHAT LICENSING SOLUTIONS ARE AVAILABLE Microsoft offers many licensing programmes designed to meet your every need The terms and conditions that accompany the licensing programme will vary according to the type of licence purchased
14. microsoft contact co uk Thanks for contribution to Microsoft Software Asset Management initiative to BYTES TECHNOLOGY GROUP IT Services for the Enterprise Panes e Phoenix Software software licensing software asset management it services saI TE TAE ee T T TEKSYS SAMSolutions XVar Bytes www bytes co uk Grey Matter www samwise co uk KPMG www kpmg co uk Phoenix www phoenix co uk SAMPartners www sampartners com Teksys www teksys co uk TLC www tlc ltd com XVAR www xvar it Microsoft Ltd Microsoft Campus Thames Valley Park Reading Berkshire RG6 1WG 44 0 870 60 10 100 www microsoft com Microsoft 2004 Microsoft Corporation All rights reserved Microsoft the Microsoft logo IntelliMouse Natural Keyboard MS DOS Windows and Windows Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries Other product and company names mentioned herein may be the trademarks of their respective owners
15. n DRP that describes what to do if tragedy strikes A section of the DRP should discuss how software assets will be recovered This should include information on protecting and restoring your systems and software For downloadable templates and further information on Step 3 Review your policies and procedures visit www microsoft com resources sam sbs_3 mspx You have worked hard to assess your organisation s current SAM practices conducted an inventory of the software located all the licence documentation and written policies and procedures Now you can create an ongoing SAM plan Create a baseline Before you go ahead it s important to create a solid baseline for your SAM plan Standardise software programmes and retire obsolete desktop PCs laptops or servers and software throughout the organisation By doing this you will save money by reducing the support time needed to keep on top of many different software programmes Schedule inventories An essential part of an ongoing SAM plan is regular software inventories Determine the proper schedule depending on the size of your organisation software acquisition habits and hiring rate Schedule inventories on a schedule that will work best for the needs of your organisation Inventory spot checks In between full inventories it s a good idea to perform periodic spot checks on the software inventory Spot checks can be performed on a random sample of specific PCs or for a
16. ngrade Rights Downgrade Rights entitle a customer to a previous version of the suite or application Suites Editions may not be broken up into their individual components for example Microsoft Office is a suite of programmes You should refer to your relevant licence agreement for each Microsoft product and review if downgrade rights apply 18 If have several versions of the same product for instance Microsoft Word in both Spanish and English do need more than one licence Yes You need a licence agreement for every Microsoft product you have installed on your computer All Microsoft licence agreements are version and language specific If you have Microsoft Word in both Spanish and English you need two licence agreements one for each language version If you licensed a bilingual product for example with the English Arabic version of Microsoft Word the licence agreement covers both language versions of that single product 19 What is concurrent use of software Are concurrent Product Use Rights PUR available to commercial volume licensing customers Concurrent use Is the sharing of software licences among multiple users Commercial volume licensing customers are not offered concurrent product use rights through volume licensing For further details please check your specific Microsoft product and version 20 What is the Product Use Rights PUR document PUR are the product specific terms and condi
17. nnot be broken up There are additional requirements for transferring licences under a Microsoft Open Licence Agreement Please refer to the relevant transfer clause in your Licence Agreement 14 Can I transfer an OEM operating system licence from an old PC to a new one No Current OEM licences for all operating system software are not transferable from one machine to another Note Some older EULAs for copies of certain OEM operating system software that is MS DOS Microsoft Windows 3 1 and Microsoft Windows for Workgroups 3 1 distributed in 1995 or earlier may permit transfer of the OEM operating system software licence under limited circumstances 15 bought a new PC and want to move my operating system software from my old PC to the new PC May do that The software is licensed with the computer system on which it was originally installed OEM licences are single use licences that cannot be installed on more than one computer system The EULA states that the licence may not be shared transferred to or used concurrently on different computers You must acquire a new operating system licence for the new PC 16 Do the same OEM rules apply to Server products as they do to Desktop Operating Systems products Microsoft OEM EULAs vary Check the EULA for each product In general OEM Server and OEM Desktop operating systems have similar licence terms such as restrictions on transfer 17 What are Licence Dow
18. ocess of Software Asset Management comes in Software Asset Management or SAM is a series of business processes that provide you with everything you need to manage control and protect your software through all stages of its lifecycle SAM can help you to Recognise the software you own Discover what software is installed and where it is installed Determine where your software can be best utilised Ascertain what s needed in terms of licensing documentation Plan for future technology investments Assist in determining the best licensing solution for your organisation Software is an asset and should be managed as an asset By engaging in SAM you can streamline processes reduce costs and enhance reliability and security SAM also assists you in fulfilling legal and contractual obligations required by the software copyright owners Like software SAM is essential in today s business world WHAT ARE THE BENEFITS OF SAM Managing an organisation can be both gratifying and overwhelming With so many decisions and management responsibilities it s not uncommon to let important details slip However proper software licensing is an aspect of your organisation that should receive the utmost attention Software Asset Management can make a world of difference in the smooth operation of your organisation Likewise illegally copied software acquired intentionally or not is an unnecessary risk that can put your company
19. of the EULA 32 Guidelines for suppliers If you are transferring a second hand PC on which Microsoft software is installed whether by way of sale donation gift or otherwise you must deliver to the purchaser or recipient the EULA original CDs and printed materials for each Microsoft programme which is installed on the PC For example if you are supplying a computer system on which Microsoft Windows 98 and Microsoft Office 97 are installed you must supply to the purchaser or recipient of that computer system at the time of transfer the EULA CDs and printed materials for each of those computer programmes If you are unable to locate the EULA or original CDs for a Microsoft programme which is installed on the PC you must delete that software from the hard disk drive of the PC prior to the transfer Alternatively you may purchase a new licence for that software which you must then supply to the purchaser or recipient with the PC at the time of transfer If you wish to purchase new licences for Microsoft software please contact a Microsoft Channel Partner or Microsoft Authorised OEM Distributor 33 Guidelines for recipients If you are acquiring a second hand PC on which Microsoft software is installed whether as a purchase donation gift or otherwise you must ensure that the supplier provides you with the EULA original CDs and printed materials for each Microsoft programme installed on the PC If the supplie
20. omponents including media and manuals e Certificate of Authenticity COA e End User Licence Agreement EULA which explains the terms and conditions of use for that software e Purchase orders receipts to demonstrate the purchase of your licences If you have purchased licences through a Microsoft Volume Licensing programme you should retain your Licence Agreement and licence confirmation s 10 What happens if use my Microsoft software without a licence If software is copied or not legally licensed you are not only potentially putting your own home PC or work PC network at risk you are also breaking the law If you acquire software that isn t genuine you could find that the software is defective missing valuable code and can affect the security of your PC Registered users of genuine software enjoy reliable and secure software and receive added value through technical product support and software upgrades Further by using software that is inappropriately licensed you are risking your business and professional reputation Have legal confidence that your business uses genuine and licensed software 11 Can make a second copy of my Microsoft Office software for my portable computer The terms and conditions between different versions of the Microsoft Office software product may differ therefore it is best to check your EULA and review the terms and conditions of use of your particular product 12 Can make
21. please contact the Microsoft Anti Piracy Hotline on 0800 013 2222 29 just bought a PC that came with Windows operating system software Is the number on the Certificate of Authenticity COA that accompanied my computer the same as my Microsoft product serial number No The number on the bottom of the COA helps Microsoft and its OEM vendors track legitimate products in the marketplace Your product serial number is the number that first appears on your computer screen when you turn on your computer 30 The CD Hologram Genuine Microsoft software comes with an edge to edge Holographic CD featuring a 3 dimensional holographic image over the entire surface of the CD This holographic image is part of the CD itself not a sticker so it s easier to identify genuine Microsoft software GUIDELINES FOR SECOND HAND PCS 31 Overview Both suppliers and recipients of second hand computer systems on which Microsoft software is installed must be aware of the terms of the EULA which govern the transfer of PCs on which Microsoft software Is installed Failure to comply with the terms of the EULA when supplying a second hand computer system may put you at financial legal and professional risk In accordance with the Microsoft EULA the software can only be transferred if the EULA CDs and associated printed materials are physically transferred to the purchaser or recipient of the PC and the purchaser or recipient agrees to the terms
22. r is unable to comply with the terms of the EULA by providing you with the EULA and original CDs you may not use the software product In this case you must either acquire a licence for the software or delete the software from the computer system 34 Volume licences You should be aware that licences granted under an Open Licence Agreement Select Agreement or Enterprise Agreement are not transferable other than in very limited circumstances If you are proposing to transfer a computer system containing Microsoft software which is licensed under a volume licence agreement please refer to your agreement to ascertain what is permitted SAM Checklist 45 RACK OF EVERY STEP CINE EFER ADIN WYS SAM QUICK lt SAM For detailed information mic osoft com uk licensing asset management default mspx Microsoft Licensing Programmes For detailed information visit www microsoft com uk licensing Other Resources Piracy For detailed information visit www microsoft com piracy uk piracy Reporting Piracy Email piracy microsoft com or tel 0800 013 2222 How to Tell For detailed information on differentiating between genuine Microsoft software and pirated software visit www howtotell com For information on software piracy and Software Asset Management relating to non Microsoft software visit this industry association site at www bsa org uk Licensing hotline Call 0870 60 10 100 or email licensing
23. reement is between Microsoft and the end customer for OEM Original Equipment Manufacturer software the licence agreement is between the PC manufacturer and the end customer 5 Where do find my End User Licence Agreement EULA The EULA may be found in one of several different locations depending on your Microsoft software The three most common locations for the licence agreement are 1 printed on a separate piece of paper that accompanies the software 2 printed in the User s Manual usually on the inside front cover or the first page of the manual or 3 located online within the software product 6 How are Microsoft s End User Licence Agreements EULAs delivered EULAs may be included with Microsoft software products in online or hard copy form Please note that Microsoft does not authorise the bulk distribution of single EULAs on a stand alone basis Counterfeiters however have been known to distribute EULAs in this form in the marketplace If you have questions about the legitimacy of your Microsoft EULA please contact the Microsoft Anti Piracy Hotline on 0800 013 2222 7 What is the difference between OEM Original Equipment Manufacturer software and retail Full Packaged Product OEM software is licensed for use only on the computer system on which it was installed originally However retail software may be transferred in its entirety to a different computer system as long as the person transferring the
24. s you to determine whether the Microsoft software you have acquired is genuine The COA is not the licence but forms part of the documentation to prove ownership of your software If you would like more information visit www howtotell com 28 My Microsoft product came with a Certificate of Authenticity COA Is that my End User Licence Agreement EULA No The COA is an anti counterfeiting security certificate that accompanies all Microsoft products The COA label that accompanies all retail products can be found on the outside of the retail box In relation to OEM software the COA label is affixed to the outside of the product and when the software is installed onto the PC the installer must affix it to the outside chassis of the PC The COA label may also be found on the cable cord of OEM hardware products such as the Microsoft Natural keyboard Microsoft Mouse and Microsoft IntelliMouse pointing device The COA is one assurance that the software is legitimate For instance if you purchased a PC from a computer store and it came with Microsoft Windows operating system software preinstalled on its hard drive the COA should be affixed to the outside of the chassis on the PC The COA contains anti counterfeiting security features such as a latent image to prevent the production of counterfeit Microsoft products If you have not received a COA with your OEM or retail product or if your COA appears to be counterfeit
25. software deletes all copies of the software from their personal computer Another difference is the identity of the licensor for retail software the licence agreement is between Microsoft and the end customer For OEM software the licence agreement is between the PC manufacturer and the end customer 8 What is Microsoft Volume Licensing Microsoft Volume Licensing is the licensing method available to customers who wish to acquire multiple copies of Microsoft software Volume licensing programmes provide flexible volume software licence purchasing options for corporate customers and other customer types including Academic and Government Customers who participate in Microsoft s Volume Licensing programmes can realise savings over retail Full Packaged Product and enjoy the flexibility of forecasting in order to budget for software acquisitions For customers who need more than one copy of Microsoft software acquisition through volume licensing can be an effective way to reduce their total cost of ownership TCO For each licence acquired the customer is granted permission to use a copy of the software We provide volume licensing opportunities through a variety of channels to give customers greater access and choice 9 How do I establish that I have a legal licence Microsoft strongly recommends that you keep the following in order to establish that you have genuine and fully licensed software All software and applicable c
26. tions that govern how our products can be used in the volume licensing programmes They are the equivalent of the EULA that a customer would receive when purchasing a retail product Much of the wording is common to both the EULA and the PUR It is an addendum to the Open Licence Select Licence or Enterprise Agreement and lists for each customer how they can use the products that they acquire through the volume licensing programme they are participating in The PUR document can be found at www microsoft com resources sam download mspx 21 When I upgrade a Microsoft product does my End User Licence Agreement EULA for that product change Yes The EULA included with the upgrade version sets forth the licence rights for both the original product and the upgrade With every new upgrade product you will receive a new EULA Upgrade versions are treated as part of the whole product because an upgrade often needs many of the basic components in the original software in order to run This is true for both application and system product upgrades 22 Can I transfer or give away old versions of my products when acquire an upgrade The original full product and the upgrade product together are considered a single software unit Therefore you must retain the old product to remain legally licensed 23 What if I ve upgraded to the latest Windows operating system Do still need to keep my End User Licence Agreement EULA for the old
27. you with this step e Locate the licensing documentation for each software programme your organisation currently holds For tips on locating licensing documentation visit www microsoft com resources sam sbs_2 mspx Once you have collected all of your company s licence documentation record the information in a report Then compare this report with the software inventory report you prepared in SAM Step 1 You could even use the same summary report used in Step 1 for this comparison It should be easy to see where your company is over licensed and or under licensed or what software may have been installed on your computers without your knowledge or permission Software Programme Installed Microsoft Office Microsoft Office Microsoft Windows Microsoft Windows e Record your findings by tallying the total number of licences held for each software programme and version in a database or spreadsheet similar to the following example Total Total Licences Licence excess Version 7 as Installations owned or deficiency 14 12 12 7 F S S Review how you use the software programmes installed Do you actually use all of the software programmes for which you own a software licence If your company is over licensed software assets are going to waste The software may be installed on additional PCs until the number of licences equals the number of installs If your company is under licensed now is
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