Microsoft Publisher & Contracts Course

Microsoft software typically makes up a large percentage of an organization’s overall estate. For this reason, ensuring that your licensing is as optimized as possible can lead to substantial cost savings. However, understanding the ins and outs of Microsoft’s complex software licensing rules is challenging for businesses of all sizes and industries. Negotiating a “good” price is just one component to success. Knowing how to assign the most optimal license to match your organization’s use case and understanding best practices for maintaining that optimization along with the compliance “gotchas” to look out for along the way can lead to long-term license management success. Designed to take your Microsoft licensing knowledge to the next level, this course offers an in-depth review of several key Microsoft licensing agreements and product licensing models, with real-world scenarios and hands-on application that will allow you to directly transfer your skills from the classroom to the workplace.

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Onsite and Online Courses

Contact Us For Pricing

Course Dates

Available Dates (Online)
Online Masterclass available in early 2020
Available Dates (IBSMA Conference)
SAM Summit San Francisco is returning in 2020. Check back in December for details.

Important Information

Online Class Requirements

Students will benefit from participating in live discussions over WEBCAM and should take every opportunity to test the Zoom Meetings® conference software prior to the start of class (see your class schedule). High bandwidth connections are required (3.0 Mbps minimum) for video and audio.

Refund Policy (Online Courses)

Full Refunds (minus processing fee) are given up to 30 days prior to the scheduled class date. Within 30 days, 50% refund will be given. If less than 2 weeks, NO REFUND will be given, though you may opt to reschedule your class date.

Refund Policy- IBSMA/ECP (For Event Courses)

IBSMA/ECP must receive written notice of cancellation no less than 10 business days prior to the event start date. Some events may have different notice requirements listed in the product description. Late cancellations will receive 50% credit toward another IBSMA/ECP event, conference or course. No refunds for no-shows. Full payment is required prior to attendance. In rare instances, a course will be rescheduled or postponed. IBSMA/ECP will provide at least 10 days notice. You may receive a full refund, or take a credit toward another course. IBSMA/ECP is not responsible for penalties resulting from travel arrangements.


Class registration closes two weeks prior to class. If there is a pressing need for a seat, please send an email to with the subject ‘LATE REGISTRATION’ and your contact information. We will do our best to get you a seat, but we cannot guarantee availability.

Course Outline

Day 1- Outline

Introduction to Course

Ethical Code

Chapter 1 – Publisher

-Publisher Overview

-Market & Competition

-Acquisition Timeline

-Specific Challenges

-Future-view & Growth

-Sales Channels & Processes

-Reseller & Purchasing Options

Chapter 2 – Agreements

-Introduction to Agreements

-Types of Agreements

-Special Agreements

-Order Documentation

-Agreement Structure

-Approval & Renewal Process Flow


-Support & Maintenance

-Migrations & Acquisitions

Chapter 3 – Products

-Detailed Breakdown of Publisher Product Lines

-High Level Overview of Enterprise Products

-Cloud and Hybrid Offering

-Appliance Offerings

Day 2- Outline

Chapter 4 – Licenses

-Licensing Overview

-Publisher License Terminology

-Software Identification and Discovery Tools

-ISO 19770 Tag(s)

-Publisher Discovery Tools

-Simple License Metric Calculations and Risk Areas

-Complex License Metrics and Risk Areas

-Other License Metrics

-Key Legacy Metrics

-Use Rights

-Development and DR

-Virtualization Rules

-Licensing on the Public Cloud

-Special Calculation Scenarios

Chapter 5 – Compliance


-Compliance Organization & Roles

-Compliance Language

-Compliance Process

-Audit Process

-Special Programs

-Risk Criteria

-Common Mistakes (Licensor & Licensee)

Closing Remarks

IBSMA Training Partner


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