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Register Microsoft ESA agreement and licensing

Question asked by HalmRi on Feb 26, 2018
Latest reply on Feb 27, 2018 by detlev.eufinger2

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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?

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michael.gray

Feb 26, 2018 12:02 PM

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).

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HalmRi @ michael.gray on Feb 27, 2018 1:09 AM

Thanks Michael,

I will add the periods on the "Maintenance and support tab"!

What is your advice:

1. use the option "according to agreement" or

2. manually add the maintenance period

Do you know if there is a manual / best practice on how to register an ESA agreement and associated licenses and how to register the yearly True Up? Espessially how to register the changes in numbers of licenses after the True Up moment. I want to be able to report my management on a long term base what the increase or decrease of the amount of license were.

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detlev.eufinger2

@ HalmRi on Feb 27, 2018 8:37 AM

Hi Richard,

one note to Point 3. Marked the option "Downgrade rights".

Normaly when you choose the sku number for Product search all use right will be pre selected out of the box

When it is not selected, you have no downgrade rights with the used SKU Number!

You can use the Option "according to agreement" when the Agreement period is in your Software Assurance period otherwise use the add maintenance period.

For your yearly tue up you can use the Report "Yearly statistics per application" and "License purchase records per agreement"

On your first yearly True Up Export the Reports to PDF for saving and so on

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3 Replies

michael.gray Feb 26, 2018 12:02 PM
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Correct Answer
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).
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- HalmRi @ michael.gray on Feb 27, 2018 1:09 AM
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  Correct Answer
  Thanks Michael,
  
  I will add the periods on the "Maintenance and support tab"!
  
  What is your advice:
  1. use the option "according to agreement" or
  2. manually add the maintenance period
  
  Do you know if there is a manual / best practice on how to register an ESA agreement and associated licenses and how to register the yearly True Up? Espessially how to register the changes in numbers of licenses after the True Up moment. I want to be able to report my management on a long term base what the increase or decrease of the amount of license were.
  1 person found this helpful
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  - detlev.eufinger2 @ HalmRi on Feb 27, 2018 8:37 AM
    Mark Correct
    Correct Answer
    Hi Richard,
    one note to Point 3. Marked the option "Downgrade rights".
    Normaly when you choose the sku number for Product search all use right will be pre selected out of the box
    When it is not selected, you have no downgrade rights with the used SKU Number!
    
    You can use the Option "according to agreement" when the Agreement period is in your Software Assurance period otherwise use the add maintenance period.
    For your yearly tue up you can use the Report "Yearly statistics per application" and "License purchase records per agreement"
    On your first yearly True Up Export the Reports to PDF for saving and so on
    2 people found this helpful
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Register Microsoft ESA agreement and licensing

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