Pro Care_DSO_UCAS Care DSO UCAS

User Manual: ProCare_DSO_UCAS

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ADTRAN ProServices
Description of Service Offering
ProCare - Unified Communications Appliance Solutions

This Description of Service Offering (DSO) is provided by ADTRAN, Inc., to describe the support
services generally available under ADTRAN ProCare Service Plans for ADTRAN’s Unified
Communications (UC) solutions installed in the United States, Canada and Puerto Rico. ADTRAN’s UC
solutions include the NetVanta 7000 Series IP PBX and IP phones for which ProCare Service Plans are
available. These solutions are referred to as UC Appliance Solutions (UCAS). This DSO, along with the
ADTRAN Manufacturer’s Warranty, the ProCare Letter of Verification, and the ProServices Terms and
Conditions cover the agreement between ADTRAN and the purchaser of these services (hereinafter
referred to as “Customer”). ADTRAN recommends that Customers read the documents carefully, as
they contain not only the details of the coverage offered by ADTRAN but also Customer
responsibilities in obtaining service.
1. OVERVIEW
ADTRAN offers the following plans for ProCare Services on most UCAS products:
ProCare
Service Plan
Basic

Next Business
Day Remote

Technical Support

Replacement

Access to Technical Support for non-service
affecting emergencies is available Monday
through Friday between the hours of 7am
and 7pm central time excluding ADTRAN
holidays. Access to Technical Support for a
service affecting emergency (severity
level=critical) is available 7 days/week, 24
hours/day. The response time for Technical
Support to attempt to reach the contact
person on the case will be no more than 4
business hours after the case is logged, for
support cases opened via telephone.
Access to Technical Support for non-service
affecting emergencies is available Monday
through Friday between the hours of 7am
and 7pm central time excluding ADTRAN
holidays. Access to Technical Support for a
service affecting emergency (severity
level=critical) is available 7 days/week, 24
hours/day. The response time for Technical
Support to attempt to reach the contact
person on the case will be no more than 30
business minutes after the case is logged, for
support cases opened via telephone.

NA

Equipment determined
by ADTRAN to be
defective will be
dispatched to the site for
arrival no later than 5pm
local time on the next
business day. It is the
customer’s responsibility
to return the failed unit
to ADTRAN.

On-Site
Technician (OST)
Arrival
NA

NA

Other Entitlements

Access to software
releases and patches

Access to software
releases and patches
Automatic
configuration backup
of AOS devices
Discount on purchase
of remote
Professional Service
Vouchers (PSVs)

Description of Service Offering – ProCare - UC Solutions
ProCare
Service Plan
Next
Business Day
On-Site

7x24x4
Remote

7x24x4
On-Site

On-Site
Technician (OST)
Arrival
An OST will travel
to the site to
install the
replacement unit
no later than
5:00pm local site
time on the next
business day

Technical Support

Replacement

Access to Technical Support for non-service
affecting emergencies is available Monday
through Friday between the hours of 7am
and 7pm central time excluding ADTRAN
holidays. Access to Technical Support for a
service affecting emergency (severity
level=critical) is available 7 days/week, 24
hours/day. The response time for Technical
Support to attempt to reach the contact
person on the case will be no more than 30
business minutes after the case is logged,
for support cases opened via telephone.

Equipment determined by
ADTRAN to be defective
will be dispatched to the
site for arrival no later
than 5pm local time on
the next business day.
The OST will be
responsible for pick up
and return to ADTRAN of
defective equipment.

Access to Technical Support for non-service
affecting emergencies is available Monday
through Friday between the hours of 7am
and 7pm central time excluding ADTRAN
holidays. Access to Technical Support for a
service affecting emergency (severity
level=critical) is available 7 days/week, 24
hours/day. The response time for Technical
Support to attempt to reach the contact
person on the case will be no more than 30
minutes after the case is logged, for
support cases opened via telephone.
Access to Technical Support for non-service
affecting emergencies is available Monday
through Friday between the hours of 7am
and 7pm central time excluding ADTRAN
holidays. Access to Technical Support for a
service affecting emergency (severity
level=critical) is available 7 days/week, 24
hours/day. The response time for Technical
Support to attempt to reach the contact
person on the case will be no more than 30
minutes after the case is logged, for
support cases opened via telephone.

Equipment determined by
ADTRAN to be defective
will be dispatched to the
site for arrival within 4
hours of the
determination of failure
by an ADTRAN
representative.

NA

Equipment determined by
ADTRAN to be defective
will be dispatched to the
site for arrival within 4
business hours of the
determination of failure
by an ADTRAN
representative. The OST
will be responsible for
pick up and return to
ADTRAN of defective
equipment.

An OST will travel
to the site to
install the
replacement unit
within 4 business
hours of
determination of
failure by an
ADTRAN
representative.

Other Entitlements

Access to software
releases and patches
Automatic
configuration backup
of AOS devices
Discount on purchase
of remote
Professional Service
Vouchers (PSVs)

Access to software
releases and patches
Automatic
configuration backup
of AOS devices
Discount on purchase
of remote
Professional Service
Vouchers (PSVs)
Access to software
releases and patches
Automatic
configuration backup
of AOS devices
Discount on purchase
of remote
Professional Service
Vouchers (PSVs)

(Please refer to www.adtran.com for the most current plan descriptions.)

Severity Level Classifications
Upon receipt of trouble report, ADTRAN will evaluate the issue and classify into one of the following
severity levels based upon the following criteria:

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Severity Level
Critical

Severity Classification Criteria
Critical system or service outage in a live environment that results in a severe
degradation of overall network performance and/or significant reduction in capacity.

High

Intermittent degradation of system or service performance that impacts
Customer service quality or impairs network operator control or operational
effectiveness. Also includes loss of redundancy or diagnostic capabilities.
Minor degradation of system or service performance that does not impact Customer
service quality and minimal impact on network operations.
No impact on system or network operation. Information requests or standard
questions on configuration or functionality of equipment.

Medium
Low

Coverage Availability
With 7x24, coverage is available any day, any time, including holidays. 5x8 coverage is available
Monday through Friday (excluding holidays), 8:00am to 5:00pm local time in the continental USA and
Canada. For 5x8 coverage, all service time is measured in “business hours.” Holidays are subject to
change in each calendar year, but may include New Year’s Day, MLK Day, Presidents’ Day, Memorial
Day, Independence Day, Labor Day, Thanksgiving Day and the day after Thanksgiving, Christmas Eve
and Christmas Day. Business days are Monday through Friday, excluding holidays.
Advance Hardware Replacement
In the event ADTRAN determines a covered hardware product is defective during the term of the
ProCare Service Plan, an advance hardware replacement will be dispatched for delivery in accordance
with the plan purchased. Advance hardware replacement is subject to ADTRAN’s determination that
the hardware product is defective and that the issue is not due to some other component of the
system, mis-configuration, or misuse of the product. ADTRAN will use commercially reasonable efforts
to ship an advance hardware replacement unit of the same or equivalent model type within one
business day via an established overnight delivery service or equal method (where available).
Destination country importation, compliance with U.S. export controls, and customs processes may
condition actual delivery times.
On-Site Technician
Four-hour on-site coverage guarantees arrival of an ADTRAN authorized On-site Technician (OST)
within four hours from the determination by ADTRAN that the equipment has failed. NBD coverage
guarantees arrival of an ADTRAN authorized OST on the next business day (Monday through Friday,
excluding holidays). All on-site coverage includes transportation of replaced equipment back to
ADTRAN via the OST. The onsite technician is responsible for uninstalling the failed device, installing
the replacement, and testing. The on-site technician will not perform troubleshooting on other
aspects of the network unless ADTRAN determines it is required to install the replacement device.
Configuration Backup/Restoration
ProCare Service Plans for NetVanta 7000 Series devices include periodic backup of the system
configuration as long as the system can communicate with the ADTRAN n-Command MSP server over
the Internet and the backup commands are properly configured. In the event of a hardware failure, at
Customer’s request, ADTRAN will provide the latest backed-up version of the configuration to the
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Customer. By default changes to system configuration will be backed up each time the configuration
is modified.
If ProStart did not install the NetVanta 7000 Series device that is covered under an ProCare Service
Plan then the Customer must have their qualified installer of the equipment contact ADTRAN
Technical Support to request activation of system configuration backup. Upon receipt of instructions
from ADTRAN, the installer must configure the equipment for backup. An ADTRAN Support
Representative will verify the proper configuration of the backup service by the installer. To qualify
for backup of the system configuration, Customer must provide ADTRAN with continuous broadband
access to the covered equipment.
Software Support
During the ProCare Service Plan term, the Customer is entitled to software releases and patches
licensed by the Customer in conjunction with the applicable ADTRAN UCAS hardware products for
which the ProCare Service Plan has been purchased (upgrades and updates, but excluding separately
sold modules). Such software releases and patches are made available through ADTRAN’s website.
Any use of ADTRAN software products not properly licensed by ADTRAN, or software releases when a
ProCare Service Plan is not in effect are a direct violation of the applicable license agreement, with the
exception of any patches provided under the ADTRAN warranty program.
Supported Software Version Policy
ADTRAN will provide a support for ADTRAN software for current and the last most recent historical
release of such software.
Supported Geographies
ProCare Service plans are available in many countries. The provisions of this DSO apply to coverage
for products installed in the United States, Canada and Puerto Rico. Please refer to the international
DSO for service plan details available in other countries. Offerings that include a four hour component
are geographically restricted. Check the site USA zip code using our 4-Hour Availability Lookup Tool at
http://www.adtran.com/web/page/portal/Adtran/wp_aces_landing, or email or call ProServices Sales
Operations for availability.

2. CONTACTS FOR SUPPORT SERVICES
Most questions can be answered by visiting the ADTRAN website at www.adtran.com or the ADTRAN
Support Community at https://supportforums.adtran.com. If you still require assistance, please
contact the appropriate department:

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Description of Service Offering – ProCare - UC Solutions
Purpose/Need

Contact

Hours of Operation

Questions about ProCare
Service Plan

ProService
Sales Operations

Monday – Friday 8:00am-5:00pm
Central Time excluding ADTRAN
holidays

Questions about
ProStart Installation,
technical support during
install

ProStart
Install Group

Monday – Friday 8:00am-5:00pm
Central Time excluding ADTRAN
holidays

Technical Support
(post-install)

ADTRAN
Technical Support

Monday – Friday
7:00am-7:00pm Central Time
excluding ADTRAN holidays
Service affecting emergencies:
24 hours/day 7 days/week

ProServices
Purchase Orders

ProService
Sales Operations

Monday – Friday 8:00am-5:00pm
Central Time excluding ADTRAN
holidays

Contact Information
888-874-2237
256-963-8716
proservices@adtran.com
www.adtran.com
888-874-2237
256-963-8716
prostart@adtran.com
www.adtran.com
888-874-2237
256-963-8716
https://www.adtran.com/submitcase
https://supportforums.adtran.com

Fax: 256-963-7956
Email:
proservices.po@adtran.com

Customer acknowledges that there may be a delayed response to inquiries submitted via the web
ticket or email. Critical issues and escalations should be submitted via telephone for fastest response.
3. CUSTOMER RESPONSIBILITIES
Purchasing ProCare Services
Customer must submit to ADTRAN a valid purchase order (PO) for ProCare Services including:
1. Equipment identification, including part number and serial number(s) for all covered
equipment, including modules
2. ProCare part number appropriate for equipment and for desired term length
3. Quantity of ProCare part number (considering term included in part number)
4. Price
5. Coverage dates, if specific dates needed (must match item #3)
6. Channel Partner (reseller or carrier) contact information, including name, phone number,
email address, and billing address
7. End-user site information, including company name, street address, and equipment location
including zip code
8. End-user site contact information, including name, phone number, and email address
9. PO number
10. PO number(s) for the original purchase of the hardware to be covered by the ProCare Service
Plans(s)
11. PO number(s) for the original ProStart installation of the hardware to be covered by the
ProCare Service Plans(s) if ADTRAN ProStart performed the installation
Stable Installation
Customer must verify that the equipment is properly installed and is located in a suitable environment
as specified in the equipment’s documentation. When the installation is performed by ProStart and
the “in service” date is accepted in writing by the Customer, this requirement is automatically met,
and coverage begins on the “in service” date. For non-ADTRAN installations, installation issues are the
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responsibility of the Customer. ProCare Service coverage may begin after the network in which the
equipment is installed is functional and stable. ADTRAN reserves the right to require and execute a
fee-based network assessment prior to accepting a purchase order for ProCare Service on UC systems
not installed by ADTRAN ProStart.
Relocation
Customer must notify ADTRAN at least 30 days in advance of relocating covered equipment to ensure
that replacement equipment and OST personnel are available in the new location.
No Modification
The Customer agrees not to modify, enhance, or otherwise alter the ADTRAN product except as
expressly described or authorized in ADTRAN’s Technical Reference Manuals, User Manuals, or Help
Files, unless the prior written consent of ADTRAN is obtained.
Broadband Access
Customer must provide ADTRAN with secure remote broadband access (i.e., port forward via a Cable,
DSL, etc.) and login credentials for the equipment for configuring, monitoring, troubleshooting,
testing, and for configuration management. Dial-up modem access does not provide adequate
bandwidth to provide proper support under ProCare. Broadband connectivity must be continuous to
ensure ADTRAN continues to provide the full range of support services. ADTRAN reserves the right to
deny service for any product for which remote access is not available. Specific circumstances,
especially as they may relate to certain compliance regulations, may affect the existence or extent of
remote access available to ADTRAN. In any such instance where ADTRAN’s access may be limited,
ADTRAN reserves the right to deny or delay services to the Customer. Customer must ensure that
their network is properly secured.
Problem Reporting Procedures
When reporting an issue to ADTRAN technical support, the Customer will be required to provide the
following information:
 Customer contact information including:
o Company name which appears on the ProCare Letter of Verification
o Contact name
o Call back telephone number
o Valid email address
 Model Number
 Serial Number
 ProCare Service Plan number
 Nature of the issue
 Circumstances under which the issue was encountered
 Technical information relating to the operating environment
 The steps, if any, that Customer took immediately following the issue
 The immediate impact of the issue upon the ability of Customer’s network to function

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On-site Technician
When dispatched for on-site support, Customer must allow the ADTRAN authorized OST access to the
covered equipment within 30 minutes of arrival.
Shipping / Return of Equipment
If a request for service under an ProCare Service Plan results in the dispatch of advance replacement
equipment, the Customer is responsible for shipping the replaced products to ADTRAN within thirty
(30) days. If the Customer fails to ship the defective products to ADTRAN within thirty (30) days,
ADTRAN will invoice the Customer the list price for the hardware. If the plan includes dispatch of an
OST to install the equipment, ADTRAN is responsible for the return, via the OST, of the defective
equipment.
Trained Personnel
Troubleshooting requires the participation of the customer, or his representative, on-site, who is able
to perform basic diagnostic activities at the direction of ADTRAN Technical Support. Therefore, any
customer requesting support from ADTRAN under the ProCare Service Plan is required to have
technical familiarity with the application(s) in which the ADTRAN device is being used. The customer is
expected to have basic knowledge of other devices within the network that may impact the
performance of the ADTRAN device. If the customer does not readily have this information available,
he or she will be expected to have access to other resources to obtain the required information.
Troubleshooting diagnostics that may be expected include, but are not limited to, the following:






Access the device (the customer must know the user login information for the ADTRAN
device)
Follow technical instructions given by ADTRAN Technical Support to help gather pertinent
information.
With guidance from ADTRAN Technical Support, perform packet captures in the
network. When this troubleshooting step is required, the customer must have the necessary
tools (external computer, internet access, etc). The customer must be able to make the
proper physical connections pursuant to ADTRAN’s instructions.
Grant ADTRAN Technical Support remote access to the device for tasks that may only be
performed by ADTRAN.

Personnel Access
The Customer agrees to grant ADTRAN any needed access to the Customer’s systems and personnel
concerned with the operation of the ADTRAN product to enable ADTRAN to provide ProCare Services
as defined in this DSO.
Installation of Software Releases or Patches
The Customer is responsible for installing any new software releases or patches. If a problem is
encountered while performing a software upgrade, the Customer may open a support case with
ADTRAN, and Technical Support will provide guidance as to how to correct the situation so that the
upgrade can be completed.
Error Documentation
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Upon detection of any error or defect in the ADTRAN product, the Customer, as requested by
ADTRAN, agrees to provide ADTRAN a listing of output (trace or log data) and any other data,
including database and backup systems, that ADTRAN reasonably may request in order to reproduce
operating conditions similar to those present when the error occurred.
4. OUT OF SCOPE
Exclusions
ADTRAN ProCare Service does NOT include:
1. Coverage for UC systems not installed by ProStart installation, without network assessment
and approval by ADTRAN.
2. Any problems with equipment not listed on the Letter of Verification, such as other equipment
on the customer premises or in the telephone company or service provider’s network
3. Services made necessary by failures related to misuse, neglect, accident, alteration,
modification, or willful or negligent acts by the Customer.
4. Equipment that has been altered or modified by non-ADTRAN representatives or damaged due
to negligence or willful act or omission, or used other than as specified in the ADTRAN-supplied
documentation
5. Support for problems caused by other devices in the network; resolution of software or
hardware incompatibilities with third party products
6. Troubleshooting with individuals who are unfamiliar and untrained in the operation of ADTRAN
equipment and/or software.
7. Failures due to Customer supplied cabling or power.
8. Training.
9. Force majeure: acts of God, acts of public enemy, acts of government, freight embargoes,
strikes, quarantine restrictions, unusually severe weather conditions, insurrection, riot, and
other such causes beyond our control.
10. Problems with the covered equipment that existed before the commencement of coverage.
11. Wiring or cabling: supply, assembly, installation, maintenance or support of racks, shelves, or
any other physical structure to which the covered equipment is mounted (unless specifically
included in the ProCare Service Plan); ancillary materials such as power/extension cords.
12. Damage caused by electrical stress, including power fluctuations or lightning.
13. Design or optimization of the customer’s network or the applications that run on it.
14. Configuration changes required to accommodate changes in the design of the network, or the
addition, deletion, or relocation of covered equipment.
15. Reconfiguration of replacement equipment when, a) covered equipment is ineligible or not
activated for configuration backup, and b) the original configuration is not accessible from
the failed unit, and c) a backup copy is not provided by the customer, and d) configuration
from scratch cannot be completed within two hours.
16. Multi-vendor meetings, except when it is suspected by ADTRAN that the covered equipment
has failed.
17. Software upgrades, except when the upgrade is recommended by ADTRAN Technical
Support to address a problem on the equipment under a ProCare Service Plan.
18. Implementation or consulting services
19. Move-add-change (MAC) services. MAC services are offered by ADTRAN separately from
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ProCare Service Plans
Additional Charges for ProCare Services
Beyond the services offered as part of a ProCare Service Plan, ADTRAN can arrange for additional
services, which are charged separately. Such expenses include:
1. Time and Materials (T&M): hourly rate for services performed beyond those covered by
ProCare. At Customer’s request, ADTRAN can arrange for an on-site visit by an authorized
OST.
2. No Trouble Found (NTF): fee to cover costs of dispatching replacement equipment and/or an
OST to a Customer site without ADTRAN Technical Support's determination of failure of that
equipment. This fee will become payable when the problem is determined to be something
other than the covered equipment. NTF is waived when an ADTRAN TSE determines that the
covered equipment has failed. NTF for equipment is a flat rate; NTF for an OST is at T&M rates.
3. Expedite: fixed rate surcharge to commence coverage earlier than the normal start date.
Customer may request that coverage start earlier than normal processing allows. The expedite
fee helps to offset the additional costs of special processing and rush shipment of equipment
to the appropriate depot. ADTRAN will grant an expedite request and accept the fee only if
the service and equipment are available.
4. Site Not Ready (SNR): fixed rate surcharge to be levied in any instance where a Customer is not
available to accept replacement equipment at the designated date/time, necessitating a
subsequent delivery attempt. Replacement equipment will only be delivered to street
addresses accessible by common carriers, and for which the Customer’s representative is
available to confirm its acceptance by signature.
5. Return Shipping: the cost of returning defective/replaced equipment to ADTRAN; waived for
plans that include on-site service. Equipment that is replaced under ProCare coverage
becomes the property of ADTRAN. For ProCare Service Plans that include on-site service, the
OST will collect the replaced equipment and return it to ADTRAN at no additional cost. For
plans that do not include on-site service, Customer is responsible for returning the replaced
equipment to ADTRAN, including the shipping cost.
6. Non-returned Equipment: For those plans where the customer is responsible for shipping the
failed equipment to ADTRAN, this charge will be imposed for equipment belonging to ADTRAN
that is not received within 30 days. Non-returned equipment is invoiced to Customer at the
then current list price.
7. Excessive Wait Time: hourly rate for periods during which the OST is unable to perform the
service because of a non-ADTRAN issue. If a non-ADTRAN problem prevents the OST from
starting or continuing the service, Customer may choose to keep the OST on site until that
problem is resolved. Time accrual begins upon thirty minutes of inactivity and is billed in onehour increments at the T&M rate.
5. GENERAL INFORMATION

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Service Plan Renewal
ProCare Service Plans are initially in effect for the period shown on the Letter of Verification.
Coverage may be renewed by sending a complete and correct purchase order to the ProServices Sales
Operations. If equipment and/or services are still available, coverage will be extended without
interruption provided the valid purchase order is received prior to the expiration date of the current
coverage. In the event of a lapse between the expiration date and our receipt of a valid purchase
order, ADTRAN may require a 30-day reinstatement period to ensure that equipment and services are
available and that the equipment for which coverage renewal is desired is still in proper working
order. The original manufacturer’s warranty applies regardless of any lapse in ProCare coverage.
Commencement of ProCare Coverage
ProCare Service Plan coverage begins up to 30 days after a valid purchase order is received by
ADTRAN. For all four-hour or on-site plans, ADTRAN requires a period of up to 30 days to ensure
proper staffing and stocking of local depots to cover the equipment site. If a ProStart Installation and
the ProCare Service Plan are purchased at the same time, coverage begins immediately upon
customer acceptance of the “in service” date of the installation. If a ProCare Service Plan is purchased
after the installation is complete, a waiting period of up to 30 days will be required to adjust product
depot inventories accordingly.
Lapsed Support
After any lapse of a ProCare Service Plan through the termination or expiration of the plan (other than
ADTRAN’s termination for Customer’s breach), the parties subsequently may elect to reinstate such
ProCare Service Plan for ADTRAN Products for which the plan lapsed upon the terms and conditions
set forth in this DSO; provided the Customer agrees to pay for the period of time that has lapsed as
well as the Renewal Term and such ADTRAN products must be in good working condition as
determined by ADTRAN.
Refusal of Coverage
ADTRAN reserves the right to refuse a purchase order for ProCare Services for any reason, including,
but not limited to: four-hour replacement or on-site coverage for sites outside the four hour range of
dispatch locations, installations not performed by ADTRAN, or incomplete purchase order.
Cancellation
The customer may, at its discretion, cancel any portion of the plan for any reason, during the plan
term; however, all ProCare Services are 100% non-refundable.
Language
Technical Support is provided in English.
Closing a Support Case
ADTRAN’s Customer Support staff will contact the Customer to determine if the issue is resolved. Any
case for which a resolution has been provided and for which no Customer response can be obtained
for two business days will be automatically closed without direct approval of the Customer.

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