My contracts and warranties

You can link three types of contracts and warranties. Expand the section below section for the type of contract or warranty you want to link. If you have a large number of contracts and warranties to link, HPE recommends you use the Batch link tool.

Link support agreements

Gather the following information before you begin:

Required information	Where to find
Service Agreement ID	In the support documentation. On the Electronic Support Contract Assistant website. In the customer cover letter that describes the contract or warranty.
Support Account Reference (SAR) (also known as System handle)

To link support agreements, complete the following steps:

1. Browse to Contracts & Warranties:

   • Option 1: main menu > My contracts and warranties, then click Link support agreements.
   • Option 2: My IT Environment > Contracts & warranties > Link support agreements.

2. Choose whether to display your email. Select "Yes" to share this information, or "No" to keep it private.

   Choosing "Yes" simplifies the management of your entitled services by allowing other users to see your name and email address if they link or attempt to link a contract or warranty you own. For details, see Display your user name and email.

3. Enter your Service Agreement ID (SAID).
4. Enter your Support Account Reference (SAR).

5. Choose an ownership type. If you link a contract or warranty yourself, you are the initial owner. As owner you decide the ownership type: single or multiple. This choice affects the ability of other users to link to the contract or warranty.

   • Single—Use this mode to be the only user who can link to the entitlement with full privileges and control. You can still share it to one or more other users, so they receive some or all the privileges.
   • Multiple—Use this mode when you are in an organization where support for contracts is done by a group. In this mode other users can link to the entitlement with full privileges; all are equal owners, therefore, creating shares is unnecessary.
6. Repeat steps 3 through 5 for all of your support agreements. Click Add more support agreements to add up to 20 links. If you need to add more than 20 links, consider using the Batch link tool.
7. Click Submit.

If you receive an error message stating that the contract or warranty is already linked to someone else, contact that owner to gain access rights. This may be the result of the owner selecting single ownership when creating the link and not creating a share with a user group that includes you. The owner may not be revealed if the owner has not shared his or her contact information, so you may have to find the contract administrator on your site to identify the owner. Once identified the owner has these options to grant you access:

• Change the ownership type for that contract or warranty from single to multiple.
• Add you to a user group associated with a share containing that contract or warranty.
• Add you to a user group associated with a device group that includes a device covered by that contract or warranty.

Link packaged support

Gather the following information before you begin:

Required information	Where to find
Packaged support ID	In the support documentation. On the Electronic Support Contract Assistant website.
Product number	In the support documentation. In the customer cover letter that describes the contract or warranty. Note these are the product number(s) of the products covered by the packaged support.
Product location	This is the country where the product was purchased.

To link packaged support, complete the following steps:

1. Browse to Contracts & Warranties:

   • Option 1: main menu > My contracts and warranties, then click Link packaged support.
   • Option 2: My IT Environment > Contracts & warranties > Link packaged support.

2. Choose whether to display your email. Select "Yes" to share this information, or "No" to keep it private.

   Choosing "Yes" simplifies the management of your entitled services by allowing other users to see your name and email address if they link or attempt to link a contract or warranty you own. For details, see Display your user name and email.

3. Enter your Packaged support ID (SAID).
4. Enter your Product number.
5. Enter your Product location.
6. Enter an optional product nickname.

7. Choose an ownership type. If you link a contract or warranty yourself, you are the initial owner. As owner you decide the ownership type: single or multiple. This choice affects the ability of other users to link to the contract or warranty.

   • Single—Use this mode to be the only user who can link to the entitlement with full privileges and control. You can still share it to one or more other users, so they receive some or all the privileges.
   • Multiple—Use this mode when you are in an organization where support for contracts is done by a group. In this mode other users can link to the entitlement with full privileges; all are equal owners, therefore, creating shares is unnecessary.
8. Repeat steps 3 through 7 for all of your packaged support. Click Add more support agreements to add up to 20 links. If you need to add more than 20 links, consider using the Batch link tool.
9. Click Submit.

If you receive an error message stating that the contract or warranty is already linked to someone else, contact that owner to gain access rights. This may be the result of the owner selecting single ownership when creating the link and not creating a share with a user group that includes you. The owner may not be revealed if the owner has not shared his or her contact information, so you may have to find the contract administrator on your site to identify the owner. Once identified the owner has these options to grant you access:

• Change the ownership type for that contract or warranty from single to multiple.
• Add you to a user group associated with a share containing that contract or warranty.
• Add you to a user group associated with a device group that includes a device covered by that contract or warranty.

Link warranties

Gather the following information before you begin:

Required information	Where to find
Product serial number	In the product itself. In the support documentation. In the customer cover letter that describes the contract or warranty.
Product number	In the product itself. In the support documentation. Note these are the product number(s) of the products covered by the packaged support.
Product location	This is the country where the product was purchased.

To link warranties, complete the following steps:

1. Browse to Contracts & Warranties:

   • Option 1: main menu > My contracts and warranties, then click Link warranties.
   • Option 2: My IT Environment > Contracts & warranties > Link warranties.

2. Choose whether to display your email. Select "Yes" to share this information, or "No" to keep it private.

   Choosing "Yes" simplifies the management of your entitled services by allowing other users to see your name and email address if they link or attempt to link a contract or warranty you own. For details, see Display your user name and email.

3. Enter your Product serial number.
4. Enter your Product number.
5. Enter your Product location.
6. Enter an optional product nickname.

7. Choose an ownership type. If you link a contract or warranty yourself, you are the initial owner. As owner you decide the ownership type: single or multiple. This choice affects the ability of other users to link to the contract or warranty.

   • Single—Use this mode to be the only user who can link to the entitlement with full privileges and control. You can still share it to one or more other users, so they receive some or all the privileges.
   • Multiple—Use this mode when you are in an organization where support for contracts is done by a group. In this mode other users can link to the entitlement with full privileges; all are equal owners, therefore, creating shares is unnecessary.
8. Repeat steps 3 through 7 for all of your warranties. Click Add more support agreements to add up to 20 links. If you need to add more than 20 links, consider using the Batch link tool.
9. Click Submit.

If you receive an error message stating that the contract or warranty is already linked to someone else, contact that owner to gain access rights. This may be the result of the owner selecting single ownership when creating the link and not creating a share with a user group that includes you. The owner may not be revealed if the owner has not shared his or her contact information, so you may have to find the contract administrator on your site to identify the owner. Once identified the owner has these options to grant you access:

• Change the ownership type for that contract or warranty from single to multiple.
• Add you to a user group associated with a share containing that contract or warranty.
• Add you to a user group associated with a device group that includes a device covered by that contract or warranty.

The Batch link tool allows you to link up to 12500 contracts and warranties to your profile at a time.

You can upload five files containing 2500 contracts each. If you have more than 12500, you can resubmit as many times as you need to, until all of your contracts and warranties are linked to your account.

The CSV file must have an extension of .csv and meet the following maximum requirements:

• Name length: 50 characters.

• Size: 5 MB

• Number of lines: 2500

To link contracts and warranties using the batch link tool, complete the following steps:

1. Browse to My IT Environment > Contracts & warranties > Batch link tool.

2. Follow the steps listed on the upload page:

   1. Download the latest Microsoft Excel template file from the link in Step 1. The format of the template name is "name-date_version", where the date is represented as YYYY-MM-DD.

   2. Read the detailed instructions in the Readme sheet of the template.

   3. Enter information, one contract or warranty per line, according to the titles at the top of each column. Enter a maximum of 2500 lines, for each instance of the template you create. Note that some of the fields are optional. For details, see CSV file field values.

   4. Do a "Save as", to comma-separated value (CSV) format. (Select CSV (Comma delimited) (*.csv) option only from "Save as type" in Excel.) The result is a plain text file containing the entries from the spreadsheet, with each field on each line separated by a comma.

3. Optionally, update whether to display your email. Select "Yes" to share this information, or "No" to keep it private.

   Choosing "Yes" simplifies the management of your entitled services by allowing other users to see your name and email address if they link or attempt to link a contract or warranty you own. For details, see Display your user name and email.

4. Check the boxes to verify that you have selected the most recent template, and that you have a CSV file.

5. Browse to the CSV file on your local computer, then click Upload.

   

6. After you upload the CSV file, a popup window appears. Click Close. An initial file check occurs verifying that the file size is within limits and has the correct file extension. If this file check succeeds, the batch upload summary page displays. This page lists the upload date and status, and a link to a report file, for each CSV file you have uploaded. Click on a report file link to view the report, which contains details about the upload. You can also save the report file. The default sort for the list is by date. Click on the Status or Report file headings to sort by those fields instead. Status values for each uploaded batch file in the list are as follows:

   • Completed.

   • Completed with errors. See the report file for details.

   • Invalid file format. The file was not recognized as a valid CSV file.

   • File exceeds limit. The file was longer than 2500 lines or greater than 5 MB.

   • Pending. Files that have been received and have not completed processing. A maximum of two uploads can be pending.

   • System error. The file itself may be fine. Try uploading again later.

CSV file field values

The CSV field values are the same as the columns in the Excel spreadsheet. They are, in order:

1. One of:✓

   • Service Agreement ID (SAID)

   • Packaged support ID

   • Warranty serial number

2. The product number of the product covered by the Packaged support or by the warranty, if the obligation type is Packaged support or Warranty.
3. Support Account Reference (also known as System handle), if the obligation type is Support Agreement

4. Obligation Type. One of:

   • Support Agreement

   • Packaged support

   • Warranty

5. Country (packaged support or warranty only).
6. Ownership Model: Multiple or Single.
7. Nickname. Optional. You can add a nickname for packaged support or warranty. SAIDs have predefined nicknames, added at the time of signing the contract.

Normally you export from the downloaded template and "save as", and do not need to edit or even look at the CSV file. There may be cases however, such as if an invalid file format error occurs and you suspect that the file may be corrupt, where it is useful to inspect the file.

The following is a valid sample line for a warranty from a CSV file. In this example, double commas surround the third field, SAR, which is empty because a warranty does not need a SAR:

 XY08K33099,SP936UC,,Warranty,France,SINGLE,WarrantyNickName1

Each line should contain at least six commas. Additional commas at the end of the line, which may occur if any text, even a space, was in the seventh column of the template file you exported from, are ignored.

Report files list the processing result of each line including entries that were not able to be processed, typically for the following reasons:

• A support agreement was inactive or was in single ownership mode.

• A warranty was inactive or was migrated to uplifted packaged support.

• Packaged support was inactive, was in single ownership mode, or was uplifted to a Support Agreement.

You should address these cases individually, by reactivating or by changing the ownership mode to multiple. Once you have done so you can then resubmit a file containing these entries for batch processing, or depending on their number, simply link them interactively.

When you sign in to HPESC, devices that you remotely registered to Insight Online, and their associated contracts and warranties, are visible to you. In your list of contract and warranty shares, some are derived by Insight Online. Derived means that Insight Online determines the contracts and warranties that are associated with a group of remotely registered devices, and automatically creates a contract and warranty share containing those contracts and warranties. This occurs for:

• Your default device group. (Your default contract and warranty share.)

• A child device group you create.

• A device group of which you are an administrator.

Derived contract and warranty shares are marked by a red asterisk. The name of the contract and warranty share is the same as the name of the corresponding device group. You can view the details of these derived contract and warranty shares but unlike a contract and warranty share that you create yourself, you cannot edit or delete them:

However, you can update the derived contract and warranty share from Manage device groups in the device group area, by selecting Run contract and warranty update in the Actions drop-down list of the corresponding device group. See Run contract and warranty update for details.

You can share contracts and warranties that are linked to your profile by creating a contract and warranty share or a child device group.

You are linked to the contract through a contract and warranty share created by an owner. Privileges are limited by the roles assigned to the user group you are in, that the owner associated with the share.

You can also be linked to a contract indirectly through a device group that has a.) an associated user group that includes you as a member, and b.) contains a device covered by the contract or warranty.

Create a contract and warranty share

Create a contract and warranty share as follows:

1. Browse to My IT Environment > Contracts & warranties > Create new share.
2. Name the share and add contracts and warranties.
3. Associate user groups to the share.
4. Assign roles to the user groups.

You must assign one of the user groups you add in Step 3 the role of share administrator, because at least one user group must have that role. Select the administrator check box. You can change this later, as long as one user group has administrator role.

To add user groups with the role of member, you do not need to check any boxes, since the member role is the default.

Share administrators and members can perform different actions:

Contract and warranty share administrator and member actions

Action	Admin	Member
Can add to and remove contracts from the share	x
Can view contracts in the share	x	x
Can add and remove user groups associated with the share	x
Can change the roles of the user groups associated with the share	x
Can view administrators of the share	x	x
Can view members of the share	x
Can transfer ownership of the share	x

Create a child device group

When you create a child device group, the contracts and warranties associated with those devices are shared with users in the user group(s) you associate with the device group. These users can perform certain actions, depending on:

• The features allowed by the contracts and warranties associated with the devices in the device group.
• The roles you enabled when you created the device group. See Assign roles to user groups for details.

See Create a child device group for the procedure.

Run contract and warranty update modifies the association of contracts with devices in a device group. This action is in Manage device groups, in the Actions drop-down list of a device group, if you are an administrator of the device group:

(Contracts and warranties are referred to as "contracts", and remotely supported devices are "devices" below, for brevity.)

Run the update any time after the original automatic registration and entitlement process was completed, when:

• You have purchased a new contract that applies to at least one of your devices, and you have linked that contract to your profile.
• Another user has shared one or more contracts with you, that apply to at least one of your devices.

• 1.) Another user has changed the ownership type of a contract that applies to at least one of your devices from single to multiple, allowing you to link that contract to your profile.

  2.) You have then linked that contract to your profile.

The result of running this update is that contracts that you have linked will be visible from the details page of both the device group and of the individual device(s) covered by the contract.

You can simplify the management of your contracts and warranties by allowing other users to see your user name and email address.

1. Browse to Contracts & Warranties:

   • Option 1: main menu > My contracts and warranties.
   • Option 2: My IT Environment > Contracts & warranties.

2. Select "Yes" to share this information, or "No" to keep it private.

   Choosing "Yes" simplifies the management of your entitled services by allowing other users to see your profile and email address if they link or attempt to link a contract or warranty you own.

   

The result of this action depends on the ownership type of each contract or warranty:

You can view and change this setting at any time. Regardless of the selection you make, if you are the single owner of a contract or warranty and you create a share including it, the users in the associated user group will be able to see your information as well as the information of the other users in that user group. In other words visibility among users within a share takes precedence over this setting.

You can transfer ownership of your linked contracts and warranties to another registered HPE Support Center user. This action is only available to owners, and only to contracts and warranties that were not derived. This actions is not available to you if the contract or warranty was shared with you.

The result of this action depends on the ownership type:

1. Browse to My IT Environment > Contracts & warranties > Transfer ownership.
2. Specify the new owner by entering their email address or by selecting it from the list. Click Add.
3. Click Next.
4. Select the contracts and warranties you want to transfer.
5. Click Submit.

If you want to remove the remove the association of the contract or warranty with your profile you can unlink the contract or warranty.

If a contract or warranty you are linked to with single ownership is also part of a share, consider transferring ownership before unlinking it from your account. If you do not, the share will be removed as well, and those users will lose their access to the services provided by that contract or warranty.

To unlink contracts and warranties, complete the following steps:

1. Browse to Contracts & Warranties: My IT Environment > Contracts & warranties > Unlink contracts & warranties.
2. Unlink single or multiple items at one time by checking the box below the "Unlink" column.
3. Click Submit.