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Building an Effective Support Relationship
To get the most from any support service both the customer and support representative must communicate and work together effectively. Our representatives have a deep understanding of the Cayosoft software portfolio and will do their best to ensure mutual success. The purpose of this support guide is to help ensure the interaction with Customer Support is as successful as possible. Cayosoft strives to ensure your success by delivering world-class support.
Best Practices
Pre-deployment Planning - Before deploying Cayosoft products, it is beneficial to review technical and training documentation. We also recommend that you carefully define your project plans and include adequate test time and a “crisis” plan to ensure your administrators know how to contact all vendors involved.
Assign Appropriate Resources - Individuals assigned to deploy Cayosoft products should be experienced in the installation, configuration, and maintenance of the Windows Server on which the products are installed as well as the environment which the product is operating within. Ideally, two administrators should be assigned, one as primary and another as a backup to the primary. In the event that appropriate resources are not available, Cayosoft may delay the support case until such time as an appropriate technical resource becomes available.
Utilize Self-Help Resources - Organizations can take full advantage of Cayosoft training videos and documentation available on the Help Center. From our support resources page, you can find links to technical documentation and Knowledge Base solutions, discuss issues with other administrators in our community forums, and review our white papers, technical notes, and compatibility guides.
Support Levels
Standard Support (Included with Paid Software Subscriptions)
Included with all software subscriptions. Access to a wide range of activities such as: answering questions, access to the knowledge base, assistance with standard and critical break/fix situations.
Benefits
1. Email only with web sessions upon Cayosoft's request
2. Assistance with product issues and general questions
3. Software Updates
4. Support, upgrade and service notifications
5. Access to the Cayosoft's Learning Management System (Coming soon!)
Standard Plus Support (Additional Purchase Necessary)
Includes everything provided in Standard plus the following additional benefits
Benefits
1. 24x5 Support Monday through Friday (Eastern Standard Time)
2. Email and web-sessions as preferred
3. Enterprise Resilience Assurance
4. White glove upgrade assistance upon request
5. Professional Services for deployment (Up to 8 hours)
Premiere Support (Additional Purchase Necessary)
Includes everything provided in Standard Plus in addition to the following benefits
Benefits
1. Named Technical Success Rep - Direct relationship for tailored help
2. Cayosoft Executive Sponsorship
3. Invitation to Customer Advisory Board
4. Proactive upgrade planning
5. Professional Services for deployment (Up to 40 hours)
6. Monthly check point calls with Technical Success Rep
7. Reduced SLA response times (See Table 1 below)
Enterprise Resilience Assurance (Included with Standard Plus and Premier Support Offerings)
See https://support.cayosoft.com/hc/en-us/articles/27634627478925-Enterprise-Resilience-Assurance
Business Hours
The times defined below are in Eastern Standard Time. Major US holidays excluded.
Support Level | Business Hours |
---|---|
Standard Support | Mon – Fri 8 am - 8 pm EST |
Standard Plus Support | Mon – Fri 24 hours |
Premiere Support |
Mon - Fri 24 hours (Sat and Sun - Forest Recovery P1 Only) |
Contacting Support
Our primary support channel is located on the web at support.cayosoft.com. At the top of this portal, anyone can submit a support request by clicking the Submit a request link and completing the Support Request Form. Please enter all data into the form, providing as much details as possible to open a case. Upon submitting the case you will receive an electronic confirmation with a unique case number sent to your email address. You will also be able to see the case in the open cases list.
Support Priority Level
Priority levels provide an indication of the urgency of an issue and help Cayosoft provide a rapid and effective response. Incorrectly assigned priority levels may hinder the case resolution process and can adversely affect you. When submitting a support case, you are able to select a Priority. Priority definitions can be found below. You have the option to change the priority level of an issue as business conditions change. Cases submitted via email receive a default priority of Normal.
Response goals are intended to provide a target for initial response to an issue or question. Table 1 defines the priority levels and the targeted initial response time for Cayosoft Support. It is helpful to clearly explain the business impact of your issue when you contact us. Upgrade/downgrade of Priority level If, during the service request process, the issue either warrants assignment of a higher priority level than currently assigned or no longer warrants the priority level currently assigned based on its current impact on the production environment, then the priority level can be upgraded or downgraded accordingly to the priority level that most appropriately reflects its current impact by the assigned support agent.
Support Request Resolution
Closing a request - Service requests remain open until you are satisfied that the issue has been resolved. Exceptions to this policy apply to requests for product enhancements and product defects.
Closing a request due to lack of customer response - Providing fast and accurate resolutions to support requests is critical for maintaining superior customer service. It is therefor Cayosoft’s policy to close support requests when customers are non-responsive for more than six (6) consecutive business days.
Reopening a request - You can reopen service requests that have been closed within 4 days of the close date. If you attempt to reopen a closed service request after 4 days, a new service request is created with a link to the original case. You can reopen your closed service requests from the My Service Requests section of our Support Portal.
Table 1 – Support Priority Levels
Priority | Description | Standard / Standard Plus Initial Response | Premier Initial Response |
---|---|---|---|
Urgent |
A business-critical software component or a Cayosoft managed system is inoperable or unavailable; the production system is down; or there is an emergency condition. Requires an immediate workaround or solution. Examples: Excessive abnormal terminations impacting all users, monitoring, reporting, schedules or a down/offline production system; |
2 business hours |
1 hour |
High |
Adversely impacting Production operations, but the production system is not down; the product operates but is seriously restricted. Examples: Production application response times or system performance are slow, the system is available. Some users, monitoring or reports are impacted. |
6 business hours |
3 business hours |
Normal |
A non-production issue; the majority of functions are still usable, a limited condition that can be readily circumvented. Examples: non-Production application response times or system performance are slow, system is available. Some application functionality is intermittent, low user impact. |
12 business hours |
6 business hours |
Low |
Minor issue or question that does not affect the product function and can be readily circumvented. For example: “How to” questions; the text of a message, or page of documentation is worded poorly or misspelled, General Feedback, Feature Requests |
24 business hours |
12 business hours |
Customer Satisfaction Surveys
Cayosoft is constantly working to improve both products and services. After each support request has been closed a brief survey will be sent to the user that opened the support request. This survey is to asses the representative’s performance and the overall satisfaction with the support request process.
Product Lifecycle Policy
The level of support provided for a specific product depends on the specific version of the product for which support is being requested. Eligibility for product patches (a.k.a fixes), upgrades and version downloads are directly tied to version and when it was released. Current versions of the products are eligible for the full support that includes support services and updates/fixes while support for older versions may be limited.
Cayosoft’s policy is to provide support of the specific product version for 12 months from its release date: 9 months of mainstream support, following by additional 3 months of extended support.
Please see the details in Cayosoft Administrator Lifecycle Matrix.
Support Policy for Trial Users
Cayosoft offers trial user support for evaluation purposes only. Support requests during the trial or POC period will be conducted with the Cayosoft Sales and Sales Engineering teams.
Support Policy for Customization
Customizations are features added to the Cayosoft product and are not covered by Cayosoft Support. Cayosoft may, at its sole discretion, offer help with customizations by offering the customer additional paid services. Customizations can include created or modified scripts used within products. For more information visit Cayosoft.com/support.
Copyright
© 2024 Cayosoft Inc. All rights reserved.
This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser’s personal use without the written permission of Cayosoft.
If you have any questions regarding your potential use of this material, contact:
Cayosoft Inc. 470 Olde Worthington Road
Suite 200
Westerville, Ohio, 43082
For more information, visit www.cayosoft.com.
Cayosoft Support Guide
Updated – December 2024
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