Date: June 15, 2004 Product Bulletin: 565 Page 1 of 11 Revised Policy for Backup and Cluster Software Pricing This new policy eliminates the need for cluster channel license fees, provides order samples, and clarifies the server and software configurations allowed Effective June 15, 2004, a new policy for pricing and providing support of any RightFax server software, modules, connectors, or channels intended for use in a backup scenario will be in effect. This bulletin supercedes the August 7, 2000 pricing announcement for backup and clustered server pricing, and product bulletins 545 and 557 which were published earlier in 2004. SUMMARY OF POLICY CHANGES Discontinue requirement of 50 percent fee for cluster channel licenses when deploying in a Microsoft Cluster environment Discontinue use of cluster channel part numbers 2901-00000-36 and 2901-00000-05 Clarify configuration requirements: Cold spare systems must now be exact mirror of primary system Cleanup of language in configuration descriptions Provide samples with guidelines Revised backup server support pricing SERVER QUALIFICATIONS The following backup configurations apply to this policy: Cold Spare: A RightFax system pre-installed on a secondary server system that is intended for use as a cold spare in the event of a disaster, shut down, failure, etc, of the primary RightFax server, such that the secondary server will expedite recovery time. The secondary server configuration must exactly mirror the configuration of the primary server. The secondary server may share components of the primary server such as telephony or remote board servers. Test/Development System: A RightFax system used as a testing platform, in parallel with their primary RightFax server. Test/Development servers are typically smaller configurations than the primary server and will not send or receive any customer business related faxes. Installed in a Microsoft Cluster: Installed in a cluster using remote board servers as depicted and explained in the examples below. NON-QUALIFIED SERVERS Hot Spares: Systems that are available and for backup purposes but are doing actual sending and receiving of customer business related faxes are considered hot spares and not backup systems. These systems are not eligible for any discounts per this policy. Additional s and s over LAN/WAN: This policy is not intended as a promotional discount for secondary RightFax servers designated to be running full-time (e.g., in production or online). In addition, this offer is not intended to be a discount program for customers who wish to have additional RightFax s, Remote
Board s, or Satellite s in a distributed LAN or WAN environment for the intended use of load balancing, least cost routing or distributed processing. Customers with these requirements should purchase servers and support at standard Captaris RightFax prices. Special Promotional s: This policy is not inclusive of various special promotional products that are in effect at any given time. Please contact your Captaris Representative to verify eligibility for any promotional servers. Captaris Associates must contact Product Management for internal verification before any quotes or orders are accepted. QUALIFIED PRODUCTS The backup server and module pricing is available for new or existing RightFax system orders in 2004 and forward, including, but not limited to: RightFax Small Business RightFax Business RightFax RightFax Satellite RightFax Suite RightFax Integration RightFax for SAP; RightFax for Oracle RightFax Financial Edition; RightFax Healthcare Edition RightFax Modules and Connectors RightFax Fax Channels NON-QUALIFIED PRODUCTS The backup server discount is not available for the following: Fax boards Miscellaneous hardware Services (Training, Professional Services, Solutions, etc.) OEM s Special or promotional bundles ELIGIBILITY All Captaris resellers and distributors are eligible for this program. Standard partner and distributor discounts apply. End user customers will qualify for the 2004 pricing by meeting criteria as defined by the 2004 RightFax backup and cluster system guidelines defined in this policy (see next section). Product Bulletin: Revised Policy for Backup and Cluster Software Pricing 2
RightFax Backup/Cluster Pricing Policy Guidelines DESCRIPTION TYPICAL USAGE AND DESCRIPTIONS CONFIGURATION GUIDELINES 2004 PRODUCT PRICING 2004 SUPPORT PRICING Cold Spare Disaster recovery Stored in a closet or offline location Not online No testing or development performed Exact Mirror? YES Miscellaneous: May or may not have fax boards (fax boards remain at full price no discounts other than normal channel discounts) 50 percent off MSLP for the cold spare server, modules, connectors and channel licenses No discounts on fax boards installed in the cold spare, other than standard Captaris Partner discounts The customer must purchase a Captaris Standard, Premium, 7X24 Premium or Maintenance- Only support plan for the primary system at current Captaris support pricing. Only Captaris Support- Certified partners are permitted to sell Captaris Maintenance-Only support plans. The customer must then purchase an identical type of support plan on the secondary server. Pricing of the support plan for the secondary server is based on the support plan s normal percentage applied to the 50 percent discounted pricing of the secondary server configuration and the application of a 50 percent discount to the minimums associated with each support plan. Only Captaris Support-Certified partners are permitted to sell Captaris Maintenance-Only support plans. Multi-server discounts on support do apply for the secondary server. Product Bulletin: Revised Policy for Backup and Cluster Software Pricing 3
DESCRIPTION TYPICAL USAGE AND DESCRIPTIONS CONFIGURATION GUIDELINES 2004 PRODUCT PRICING 2004 SUPPORT PRICING Test or Development Testing code (integrations, API, etc.) Testing functionality associated with hot fixes, new releases, etc. No live documents being processed Exact Mirror? (see below for clarification) : YES Bundle: NO Connectors, Modules: NO Clarification: : A test or development system s server type must be exact mirror of primary system s server type (Business,, Small Business ). Bundle: None. An Suite or Integration for example, can have an as a test or development system. 50 percent off MSLP for the Test/ Development server, modules, connectors and channel licenses. No discount on fax boards other than standard Captaris Partner discounts. The customer must purchase a Captaris Standard, Premium, 7X24 Premium or Maintenanceonly support plan for the Test/Development server. Pricing of the support plan for the Test/Development server is based on the plan s normal percentage applied to the 50 percent discounted pricing of the Test/Development server and the application of a 50 percent discount to the minimums associated with each support plan. In addition, Captaris strongly recommends the purchase of a membership in the Captaris Developer Program for any customers developing applications using a Captaris RightFax server. Multi-server discounts on support do apply for the backup/test server. Additional Modules or Connectors: Software modules, fax channels, or other connectors may be an exact mirror, or, scaled down for a test or development system. For example, a customer with an, eight channels, and an email gateway in their primary system may wish to only have an with two channels and no gateway in the test or development system. Miscellaneous: May or may not have fax boards in the test or development system. Fax boards remain at full price with no special product discounts other than normal channel partner discounts. Product Bulletin: Revised Policy for Backup and Cluster Software Pricing 4
DESCRIPTION TYPICAL USAGE AND DESCRIPTIONS CONFIGURATION GUIDELINES 2004 PRODUCT PRICING 2004 SUPPORT PRICING Redundant server as part of a Microsoft cluster environment Cluster environments protect against Application/servi ce failure; System/hardwar e failure; Site failure; and Downtime due to planned maintenance. Redundant RightFax (e.g., CPU 1 and CPU 2) Exact Mirror? (see below for clarification) : YES Bundle: YES Connectors, Modules: YES Clarification: : Must be an exact mirror of the primary system s server configuration Bundle: Must be exact mirror of the primary system s bundle type. For example, if an Integration bundle was sold for the primary system, then a Backup Integration bundle must be ordered for the secondary system in a cluster. 50 percent discount from MSLP on second CPU/node s server software, modules, connectors, or bundles. Fax channels are sold at full price (standard Captaris Partner discounts apply). No discount on fax boards other than standard Captaris Partner discounts. The customer must purchase a Captaris Standard, Premium, 7X24 Premium or Maintenanceonly support plan for the primary node at current Captaris support pricing. The customer must then purchase an identical type of support plan on the secondary node. Pricing of the support plan for the secondary server based on the plan s normal percentage applied to the 50 percent discounted pricing of the secondary server and the application of a 50 percent discount to the minimums associated with each support plan. Multi-server discounts on support do apply for the secondary node. Additional Module/Software Restrictions: Software modules, and connectors must match the primary system exactly. Miscellaneous: Must be using Remote Board s for channel attachment to the cluster. Backing up Remote Board s is highly recommended. No discounts on the additional fax boards and fax channels, except for normal channel discounts. ORDERING DETAILS When placing an order please note the use of the 29 prefix in the part number, with the remaining 7 digits identical to that of the primary server and modules. This helps identify the components as intended use for a backup system. For example, a RightFax version 8.7 uses a 2000-87000-20 part number. Therefore, for an used as a cold spare, test, or in a cluster, the part number would be 2900-87000-20. Product Bulletin: Revised Policy for Backup and Cluster Software Pricing 5
ORDER AND QUOTING SAMPLES SAMPLE ORDER 1 - Cold Spare Example: Usage: Primary System: Backup System Online system with a cold spare, including fax board, w/ 23 cold (offline) channels. Cold spare is a mirror image of the primary system. 24 channel, with an Exchange Gateway, PDF Module, Brooktrout Board, Premium Support Cold spare, 24 channel, with an Exchange Gateway, PDF Module, Brooktrout Board, Premium Support Diagram: Exchange GW PDF 24 Channel Fax Board (Cold) Exchange GW 24 Channel Fax Board PDF 24 Fax Channels ( live ) 24 Fax Channels ( cold ) Cold Spare System Product Bulletin: Revised Policy for Backup and Cluster Software Pricing 6
Step 1: Example of how the quote or order may look for primary components: 2000-87000-20 RightFax 8.7 1 $3,995 2000-00000-05 RightFax Additional Fax Channel Licenses 23 $18,285 2000-87004-00 RightFax 8.7 Gateway for Microsoft Exchange 1 $1,595 2000-87005-00 RightFax 8.7 PDF Module 1 $1,595 2021-40124-00 TR1034+P24H-T1 1 $17,490 2010-00022-00 Captaris Premium Support 1 $4,585 (MSLP of all software components is $25,470. 18 percent rate applied for Premium Support is $4,585.) Total $47,545.00 Step 2: Example of how the quote or order may look for the backup components and its fax board: 2900-87000-20 RF 8.7 Backup 1 $1,997.50 2900-00000-05 RightFax Additional Fax Channel Licenses Backup 23 $9,142.50 2900-87004-00 8.7 Gateway for MS Exchange Backup 1 $797.50 2900-87005-00 8.7 PDF Module Backup 1 $797.50 2021-40124-00 TR1034+P24H-T1 1 $17,490 2910-00022-00 Captaris Premium Support Backup 1 $2,292.30 In the above example, you will note the following: (Discounted MSLP of all software components is $12,735. 18% rate applied for Premium Support is $2,292.30.) Total $32,517.30 Use of 29 part number prefixes for the backup components. The 23 fax channels on the cold spare are at 50 percent of MSLP since they are considered cold channels (not in use until a manual failover). Therefore, they are ordered separately using the 2900 part number. Full MSLP was quoted for the fax boards, which were shown in each table as there are no discounts for fax boards that are installed in a system determined to be a cold spare, a test or development system, or even within a cluster. Product Bulletin: Revised Policy for Backup and Cluster Software Pricing 7
CLUSTER SAMPLES AND GUIDELINES Important Cluster guidelines: Captaris only supports clustering with the use of Remote Board s. All channels are considered live or active, since they are installed in the remote board servers, which attach to the cluster (see diagram). All fax channels are full price (instead of full price plus 50 percent cluster fee, this additional fee was removed). UNDERSTANDING WHAT TO RECOMMEND FOR RIGHTFAX SYSTEMS IN CLUSTERS There are two basic ways in which you can advise the customer on redundancy considerations for the RightFax system in a cluster: Software redundancy only Software, modules and connectors have redundancy only. Remote board servers are not redundant, and in most cases totals two, with the total amount of fax channels split between the two board servers. If a remote board server fails, there is no backup for it and channel capacity becomes reduced. Software and remote board server redundancy Software, modules and connectors have redundancy. Remote board servers have redundancy. Typically, a third or fourth board server is used to provide backup for the first two. If one board server fails, there are still at least two running with the total fax capacity maintained. Customer will typically purchase more channels than is required to ensure a minimum capacity in the event a remote board server fails. (Example, if a 48 channel system is required at all times, and the customer wishes to provide redundancy in the event a board server fails, it is recommended that they purchase 72 fax channels, and have 24 channels installed in to three remote board servers). All 72 channels are considered live channels and sold at full price. Additional fax boards must be sold as well. SAMPLE ORDERS RIGHTFAX SYSTEM RESIDING IN A CLUSTER Cluster Example (small system): In this scenario, the customer wishes to create redundancy for their software, while always maintaining a total of four fax channels at any given time. If one of the remote board servers fails, then two channels will be lost. Usage: Primary System: Backup System: Microsoft Cluster, 2 CPU nodes running RightFax s, and remote board servers. Capacity requirements: four fax channels online, but will tolerate two fax channels in the event of a board server failure Four - Channel,, Gateway for Lotus Notes, Fax Boards, and Captaris Premium Support Second CPU of a two node cluster;, Gateway for Lotus Notes, and Captaris Premium Support Product Bulletin: Revised Policy for Backup and Cluster Software Pricing 8
Diagram: CPU #1 CPU #2 Lotus GW (live) (live) Shared Raid (cold) Lotus GW (cold) RBS #1(live) RBS #2 (live) 1 2 If a remote board server fails, then total channel capacity is reduced 3 4 Cluster Sample Using Remote Board s Redundant Software Step 1: Example of how the quote or order may look for primary components: 2000-87000-20 RightFax 8.7 1 $3,995 2000-00000-05 RightFax Additional Fax Channel Licenses 3 $2,385 2125-10102-00 TR114+uP2L, two-port loop start fax board, upci 2 $3,990 2000-87001-00 RightFax 8.7 Gateway for Lotus Notes 1 $1,595 2010-00022-00 Captaris Premium Support 1 $1,795 (MSLP of all software components is $7,975. 18 percent rate applied for Premium Support is $1,435. $1,795 minimum applies.) Total $13,760.00 Step 2: Example of how the quote or order may look for the backup components: 2900-87000-20 RightFax 8.7 Backup 1 $1,997.50 2900-87001-00 RightFax 8.7 Gateway for Lotus Notes Backup 1 $797.50 2910-00022-00 Captaris Premium Support Backup 1 $897.50 (Discounted MSLP of all software components is $2,793. 18 percent rate for Premium Support is $502.75. Minimum of $897.50 applies.) Total $3,692.50 Product Bulletin: Revised Policy for Backup and Cluster Software Pricing 9
In the above example #2, you will note the following: Use of 29 part number prefixes A total of 4 channels were ordered at standard price of $795 each in step #1, even though these channels will be physically split between two remote board servers. There is no need to have to order these channels separately anymore. Since the fax channels are split evenly between two remote board servers, two individual two-port fax boards were ordered to accommodate this (instead of a single four port board). This is the supported method. Cluster Example (LARGE system): In this scenario, the customer will not only create redundancy for the server and software components, but also for the Remote Board, meaning if one fails, the total channel capacity remains at the same, since there will be a third board server. This configuration requires additional investment in fax boards and channels, but the entire system, including board servers and their channels, are redundant. Usage: Primary System: Backup System: RightFax s in a Microsoft Cluster, distributed between two CPU nodes and remote board servers. Capacity requirement: 48 channels at all times 72 Channel, with a PDF Module, two Fax Boards, three Remote Board s and Captaris Premium Support Second CPU of a two-node cluster, with a PDF Module, and Captaris Premium Support Diagram: CPU #1 CPU #1 PDF Module (live) (live) Shared Raid (Cold) PDF Module (cold) RBS #1 (live) RBS #2 (live) RBS #3 (live) 1-24 25-48 49-72 (If one remote board server fails 48 channel capacity is maintained) Cluster with Redundant Software & Redundant Board s Product Bulletin: Revised Policy for Backup and Cluster Software Pricing 10
Step 1: Example of how the quote or order may look for primary components: 2000-87000-20 RightFax 8.7 1 $3,995 2000-00000-05 RightFax Additional Fax Channel Licenses 71 $56,445 2000-87005-00 RightFax 8.7 PDF Module 1 $1,595 2021-40124-00 TR1034+P24H-T1 3 $52,470 2010-00022-00 Captaris Premium Support 1 $11,166.30 (MSLP of all software components is $62,035. 18% rate applied for Premium Support is $11,166.30.) Total $125,671.30 Step 2: Example of how the quote or order may look for the backup components: 2900-87000-20 RightFax 8.7 Backup 1 $1,997.50 2900-87005-00 RightFax 8.7 PDF Module Backup 1 $797.50 2910-00022-00 Captaris Premium Support Backup 1 $897.50 (MSLP of all software components is $2,795. 18 percent rate for Premium Support is $503.10. Minimum of $897.50 applies.) Total $3,692.50 In the above example, you will note the following: Use of 29 part number prefixes A total of 72 channels were ordered at standard price of $795 each in step #1, even though these channels will be physically split between three remote board servers. There is no need to have to order these channels separately anymore. Full MSLP was quoted for the fax boards, which were ordered on the same line item, as there are no discounts for fax boards that are installed in a system determined to be a cold spare, a test or development system, or even within a cluster. QUESTIONS? For any pre-sales questions regarding a Captaris product configuration, please contact your Captaris Sales Representative. Contact information can be found at http://www.captaris.com/contact_us/2193.html. For post-sale questions regarding installation and implementation, please contact Captaris Technical Support at +1 520 320 7070 for the U.S., and Asia/Pacific or +31 30 602 0 899 for EMEA. FOR MORE INFORMATION Captaris is a leading provider of Business Information Delivery solutions that integrate, process and automate the flow of messages, data and documents. Captaris produces a suite of proven products and services, in partnership with leading enterprise technology companies, delivered through a global distribution network. Captaris has installed over 80,000 systems in 44 countries with 93 of the Fortune 100 using the company s award-winning products and services to reduce costs and increase the performance of critical business information investments. For more information please contact us at www.captaris.com or call +1.520.320.7000. 2004 Captaris. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form by any means without the written permission of Captaris. Captaris products RightFax, Teamplate and Infinite are trademarks of Captaris. All other company, brand, and product names are the property and/or trademarks of their respective companies. Product Bulletin: Revised Policy for Backup and Cluster Software Pricing 11