We have a Microsoft ESA agreement, which I registered as follows:
1. Added a new agreement, type: "Software Agreement".
2. Marked the options "Subscription Agreement" and "Upgrade rights".
3. Added 3 Agreement Periods. The contracts covers a period of 3 years, but every year you have to do a True Up.
Question: Is this the correct way to register an ESA agreement?
I have added all the licenses from that ESA agreement as follows:
1. Added a license by searching for the right SKU, and choosen the latest version of the applications.
2. Linked the previously added subscription agreement.
3. Marked the option "Downgrade rights".
4. I thought I also had to mark the option "Upgrade license" because an ESA gives you the right to use the latest version. But marking this option is showing the next message: "Not enough base licenses specified for upgrade".
Question: What's the next step to make sure that this license isn't incomplete and that future release of the software are covered as well?
Question: Is this the correct way to register the license linked to the ESA agreement?
You will want to be sure that all products under the ESA agreement are subscription products or the agreement is an Enterprise Subscription agreement prior to marking the agreement as subscription. Subscriptions can also be managed on the license level if needed.
As far as the upgrade license, that box should only be checked if you are upgrading an existing license within SLM to a newer version (common for SA renewals). To add a period for upgrade rights, you will want to use the "Maintenance and Support" tab on the license page. You can tie the duration to the agreement (ideal for ESA's) or you can enter a defined period (common for evergreen agreement like Select Plus & MPSA).