Technology Partner Program

Technology
Partner Program
CA Technologies
understands the
IT challenges
customers face.
partnering for success
Technology partnerships are critical to the ability of CA Technologies to deliver
world-class solutions to customers. CA Technologies understands the challenges
customers face in aligning IT operations to the business, and that in today’s
complex IT environments, each customer has unique management needs. To help
meet these needs, CA Technologies collaborates with a range of organizations—from
established industry-leading technology companies to new innovators.
CA Technologies enables development of value-added integrations for our products
through The Technology Partner Program from CA Technologies described in this
guide. The result is an extensive ecosystem of third-party companies and products
that help CA Technologies deliver rich solutions across a broad spectrum of IT
management disciplines to meet the management needs of the most demanding
IT environments.
The Technology Partner Program provides the tools, support resources, and
processes to help third-party companies design and validate integrations between
their products and CA Technologies. This document describes the Technology
Partner Program in detail and serves as a reference guide for members.
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3
value of partnering
with CA Technologies
The Technology Partner Program is designed to provide significant value to the
technology partner in exchange for its commitment to the program and the
product integration(s) developed as a member.
Members will gain the following benefits from the Technology Partner Program:
•Access to resources to develop integrations to meet customer needs
•Ongoing awareness of CA Technologies product direction and strategies
•The ability to leverage the CA Technologies brand
•Joint marketing opportunities
Partner program overview
The Technology Partner Program has multiple levels of membership and stages of
progression for technology partners. The membership levels provide flexibility for
technology partners to join the Technology Partner Program based on the level of
commitment agreed to by both companies, while the program stages help maintain
consistency and quality.
The four program stages—apply, develop, validate, and market—help members
rapidly align to the proper business lines at CA Technologies, and provide tools to
support the development, validation, and marketing of the integrations. The benefits
and requirements for the program are designed to facilitate this progression. Mutual
commitments increase as companies progress through the stages and move up in
membership level.
Progression between stages and membership levels is not automatic and must be
approved by CA Technologies.
4
Overview of program benefits
The Technology Partner Program is structured to provide benefits to technology partners
of all types—from those looking for access to basic software and support resources to
enable development, to those looking to integrate, validate, and market their products
across multiple CA Technologies product lines.
Benefits depend on membership level and include:
•Access to software and support resources
•Discounted CA Education courses
•Technology partner spotlight on ca.com
•Logo for validated product integrations
•Access to CA Technologies product roadmaps
•Support for press releases and joint success stories
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program stages
The Technology Partner Program stages are apply, develop, validate, and market.
After completing the application process, all membership levels begin with the develop
stage. After integrations are created in the develop stage, technology partners have
the opportunity to move integrated products through the remaining stages based
on chosen membership level, approval by CA Technologies, and commitment of the
technology partner. The level of commitment and investment by CA Technologies and
the technology partner increases as the technology partner moves through the stages
of the program.
Stage 1: apply
The objective at this stage is to gather the information from the technology partner
required to assess the fit for the proposed relationship and execute the program
membership agreement for those approved. Technology partners are assigned to the
program by focus area and track, which align to collections of CA Technologies products
tied to major industry solution areas. During the application process, companies are
required to identify the desired focus area and track or talk to a program representative
to help align them correctly. Multiple, related CA Technologies products are available
within single tracks. The technology partner can request and integrate with multiple
products within a track, but must identify those products individually to ensure the
correct entitlements are created. If a technology partner has a desire to work with
CA Technologies across multiple tracks, an application will need to be submitted for
each track. Each track submission application is reviewed independently for approval
by the relevant CA Technologies business development manager and product team.
A membership application may be approved in one track but denied in others. The
company’s membership level determines the number of tracks and CA Technologies
products that can be requested.
Stage 2: develop
The goal of the develop stage is to complete the integration between the technology
partner product and the CA Technologies product.
Once the integration is complete and all requirements of the develop stage are met,
the technology partner may apply for product validation.
Stage 3: validate
The purpose of the validate stage is to provide a standard process to test that
the integrated product installs, configures, and performs as described by the
technology partner.
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The validate stage is fee-based and entered upon mutual agreement between
CA Technologies and the technology partner. There are two primary methods of
validation: a lab validation and a customer reference validation. Validations may be
handled by a third party and must be completed for each CA Technologies product with
which the technology partner integrates in order to successfully complete the stage.
The validation requirements are product-specific and are outlined in more detail in the
validation guide and the individual product testing supplements.
The technology partner may be required to contract directly with a third-party validation
lab to perform the reference and lab validations.
Successful completion of the validate stage grants the technology partner the ability to
use the CA Technologies ca smart™ validation logo (under licensing terms set forth in the
program agreement) and provides other benefits as defined in this guide.
Stage 4: market
The goal of the market stage is to help market the combined integrated solutions
that CA Technologies and the technology partners mutually agree best align to meet
customer needs.
Program stages
companies apply
products progress through additional stages
stage 1:
apply
stage 2:
develop
stage 3:
validate
stage 4:
market
• Evaluate
and enroll
technology
partners
• Develop and
deliver CA
Technologies
solutions
• Validate
integrated
solution
capabilities
• Raise awareness
of the combined
solution(s)
mutual
agreement
mutual
agreement
7
mutual
agreement
program focus area and tracks
Program focus areas and tracks are used to help align technology partners with the right
business lines at CA Technologies. The membership level selected determines how many
tracks in which a company may participate. CA Technologies business lines will evaluate
each membership request by focus area and track. During the application process,
companies identify a desired focus area and request to establish a relationship with
the appropriate business line(s) by selecting the corresponding track.
Unique program benefits and requirements may exist for some focus areas and/or tracks.
Unique benefits will be identified in the membership benefits section of this guide when
applicable. Companies must submit a separate application for each desired focus area
and track.
CA Technologies reserves the right to change the focus area(s) and track designation(s)
at any time.
Current focus areas and tracks
The Technology Partner Program currently has the following focus areas and tracks.
focus areas
distributed focus area
mainframe focus area
Tracks
Cloud Platform
Application Development and Lifecycle Management
Project and Portfolio Management
Chorus
Security Management
Chorus Software Manager
Service Assurance
Database Management
Service Automation
IT Operations and Infrastructure Management
Service Management
Output Management and Enterprise Report Management
Other
Security and Compliance Management
Storage and Recovery Management
Workload Automation and Management
Other
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membership levels
The Technology Partner Program offers three levels of membership to support and
enable software and hardware vendors that want to develop integrated solutions
with CA Technologies. The membership levels offer an escalating set of benefits and
technology partner requirements.
Affiliate
This level of membership provides basic development, support, and marketing resources
for technology partners with minimal integration development needs. This level allows
the selection of one focus area and corresponding track.
Select
This level of membership builds on the affiliate level to provide greater access to
CA Technologies development and marketing resources for companies that want to
develop integrations for CA Technologies products and collaborate to raise awareness
of the combined solution for mutual customers. A select partner is allowed to join up
to two tracks. Select partners are required to go through a formal validation program to
ensure that integrated solutions deliver the features and functionality as documented by
the technology partner.
Premier­­—invitation only
Premier partnerships involve key relationships with product and/or revenue goals
that have strong business and technical value to one or more CA Technologies business
lines. This level is invitation only and may require substantial technology partner
resources.
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ca smart™ validation program
The ca smart validation program is designed to provide a standard process to test
that the technology partners’ integrated product installs, configures, and performs
as described by the technology partner. Successful product validation is one of the
requirements that must be met at the validate stage to achieve a ca smart logo. The
complete requirements can be found in the validation guide.The ca smart validation
program may utilize the services of a third party contracted by CA Technologies.
Validation process
There are two primary methods by which a technology partner’s integration can be
validated—in the lab or by customer references. Lab validation testing scenarios are
unique for each CA Technologies product. Lab validation tests are developed at the
discretion of CA Technologies and will not be available for all CA Technologies products.
When a lab validation is available for a CA Technologies product it will be the required
method to validate a technology partner’s integration. In the absence of the availability
of a lab validation technology partners may complete a customer reference validation.
CA Technologies reserves the right to validate technology partner integrations in-house
in special circumstances (as determined by CA Technologies in its sole discretion). When
applicable, CA Technologies will identify and work directly with the technology partner
to complete the validation. Unless instructed otherwise by CA Technologies, technology
partners should expect to use one of two primary validation methods.
Third-party lab validation
The preferred method of validation will be the third-party lab-tested method.
The process for this method is:
1. Download and complete the product integration brief template from the validation
portal located at aws2.qpqa.com/ca. Registration and approval as a
CA Technologies Partner will be required in order to access the document. The
template should be completed so that the brief describes the solution as well as
the methods used to build it. The product integration brief will be made available to
customers that are interested in the technology partner’s solution.
2. Using the validation portal, the applicant should submit its product integration brief
and request to have its solution validated. It will be required to submit payment for
testing based on the fees set forth in the validation guide.
3. The lab will contact the applicant and schedule an appointment for validation
testing.
4. On the scheduled day the applicant will work with the lab to install its solution
and go through the validation testing.
5. The applicant and CA Technologies (in the event that a third-party lab is utilized)
will be notified if and when the solution passes validation testing.
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Customer reference validation
This type of validation is designed for technology partners that may have an existing
integration already in use in multiple customer accounts and may be used when no lab
validation is available for the CA Technologies product with which the technology partner
has integrated. The process for this method is:
1. Download and complete the product integration brief template from the validation
portal located at aws2.qpqa.com/ca. Registration and approval as a
CA Technologies Partner will be required in order to access the document. The
template should be completed so that it describes the solution as well as the
methods used to build it. As is the case with lab-tested validation, the product
integration brief will be made available to customers who will provide references
on behalf of the technology partner’s product, and to customers that are interested
in the technology partner’s solution.
2. Using the Validation Portal, the applicant should request a customer reference
validation and submit payment. A reduced fee is applicable to this type of validation.
See the validation guide for more details.
3. The applicant will be asked to provide information about three or more existing
customers using the integration, including contact information. The lab will use
this information to contact the customers, providing them with copies of both the
product integration brief and a link to a Web questionnaire where they can supply
feedback based on their verification of the features and functionality of the solution.
The applicant must ensure that the customers have granted it the right to share its
contact information with CA Technologies and the third-party lab, if applicable.
4. The lab will notify the applicant and CA Technologies (in the event that a third-party
lab is utilized) if and when it passes the customer reference validation process.
More information about the validation process can be found in the validation guide.
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membership benefits
stage 1: apply
benefit
description
affiliate
select
premier
Program benefits
across product areas
Technology partners
may join additional
tracks for a fee. Each
track requires an
application and CA
Technologies approval
1 track
Up to 2 tracks
At the discretion of
CA Technologies
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stage 2: develop
benefit
description
affiliate
select
premier
Access to
CA Technologies
software, SDKs, and
integration guides
as available on the
standard CA Support
website
Additional fees may
apply for some CA
Technologies products
or for an increase in the
number of products
provided at a given
membership level
1 product
Max of 3 products
At the discretion of
CA Technologies
Standard phone and
Web-based technical
support
Access to product
roadmaps published
on support website
Discounted
CA Education
Access provided
though CA Education
portal
Use of CA Technologies
company logo
Must follow CA
Technologies logo
usage guidelines
Product listing on
CA Technologies
website
Basic listing of
company name and
product with link to
partner’s website
after integration,
and link from partner’s
product page to
CA Technologies
product page
13
membership benefits (cont.)
stage 3: validate
benefit
description
affiliate
Standardized
validation for
integrated solutions
CA Technologies
provides a standard,
documented process
to ensure consistency
for all partner
validations
No
Use of validation logo
After successful
validation
No
Invitation to select
product roadmap and
strategy briefings
Live briefings by
CA Technologies
product managers
or other staff
No
select
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07
premier
stage 4: market
benefit
description
affiliate
select
premier
Solution spotlight
on CA Technologies
website
Web page on ca.com
to allow detailed
description of solution,
value to customers,
and designate
technology partner
sales contact
No
After validation
After validation
Listing in
CA Technologies
internal solution
catalog
The solution catalog
is for CA Technologies
employees only and
is used to help raise
awareness within
CA Technologies of
technology partner
solutions
No
After validation
After validation
Press release issued
Completed validation
and customer quote
required. Exceptions to
the requirement for
validation and
customer quotes may
be made for Premier
partners
No
Technology partner
provides release to
CA Technologies for
review and approval;
CA Technologies will
provide appropriate
quote
Case-by-case basis
Customer success
stories published
Technology partner
identifies customer
and develops story.
Approved stories
may be published
on ca.com and linked
from technology
partner website
No
Case-by-case basis
Case-by-case basis
No
Case-by-case basis
Case-by-case basis
Co-sponsorship of
CA Technologies
webinars
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membership benefits (cont.)
stage 4: market cont.
benefit
description
affiliate
Solution datasheet
Technology partner
creates the solution
datasheet. Approved
solution datasheets
may be published on
ca.com
No
White papers
Technology partner
creates the white
paper. Approved
white papers may be
published on ca.com
No
select
premier
Joint customer demo
developed
No
Case-by-case basis
Case-by-case basis
Co-sponsorship of
CA Technologies
events
No
Case-by-case basis
Case-by-case basis
Customer success
videos
No
Case-by-case basis
Case-by-case basis
No
By invitation
By invitation
Participation in
summits and
development
exchange events
Exhibition and or
attendance at
technical events led
by CA Technologies
development
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07
relationship management
benefit
affiliate
select
Business development
manager
No
At the discretion of
CA Technologies
Technical alliance manager
No
At the discretion of
CA Technologies
Joint business planning
No
At the discretion of
CA Technologies
Go-to-market planning
No
At the discretion of
CA Technologies
Quarterly briefing reviews
No
At the discretion of
CA Technologies
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premier
program benefit descriptions
Program benefits across product areas
The program provides the technology partner the ability to integrate with multiple
CA Technologies products from multiple product areas. Multiple track selection requires
a higher membership level.
Access to standard CA Technologies software, SDKs, and integration guides
After joining the program, access will be provided to CA Technologies products and
support materials for integration and demonstration of the integrated solutions based
on the approved track(s).
Standard phone and Web-based technical support
All Technology Partner Program members have access to general program support from
the Technology Partner Program Office, as well as telephone and Web-based technical
support. The technical support website provides access to product downloads, product
updates, documentation, and knowledge bases.
Access to product roadmaps published on support website
Standard product roadmaps are available at support.ca.com. Roadmaps are published
at the discretion of CA Technologies product managers.
Discounted CA Education
All members are eligible for a discount off the list price for all CA Education courses.
CA Technologies strongly recommends that technology partners receive product training
from CA Technologies Education Services prior to the start of the develop stage.
Use of CA Technologies company logo
Members can use the CA Technologies logo to market their integrated product and
CA Technologies relationship in compliance with CA Technologies logo guidelines,
through advertising and marketing collateral (including product packaging and
documentation) for the member’s product as well as including the logo on any
member Web sites that set forth the logos of members’ similarly situated business
partners. Images of the logo are made available via the CA Technologies website.
Specific uses of the logo on advertising and marketing collateral must be pre-approved
by CA Technologies.
Product listing on CA Technologies website
This provides a basic listing of the technology partner name and product name in the
appropriate area for technology partners on the associated product page on ca.com.
CA Technologies will link to the technology partner’s website after the technology
partner markets the integration on its website and links to the CA Technologies
product page.
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Standardized validation for integrated solutions
Each CA Technologies product has a standardized process to attain validation. That
process is documented and provided to the technology partner and highlights the
guidelines and requirements for successful validation. CA Technologies provides
a separate validation guide that outlines the validation process in more detail,
and supplemental validation guides for each CA Technologies product available for
lab validation testing. These guides are available on the validation lab website for
technology partners that have progressed to the validation stage.
Use of validation logo
Members can use the ca smart logo (in accordance with CA Technologies licensing
terms) to market their validated integration and showcase their relationship with
CA Technologies.
Invitation to select product roadmap and strategy briefings
CA Technologies periodically holds live invitation-only roadmap and strategy briefings
delivered by key business and technology leaders. Members may be invited to attend
based on their membership level and stage.
Solution spotlight on CA Technologies website
A solution spotlight listing with information provided by the technology partner and
approved by CA Technologies will be highlighted on the CA Technologies website.
The information posted includes a description of the company, detail on the integrated
solution and the value it provides to customers, and the technology partner’s sales
contact information.
Listing in CA Technologies internal solution catalog
A listing is added to the CA Technologies internal solution catalog that is available to the
CA Technologies worldwide sales force and product teams. The solution catalog listing
extends the information about the technology partner and its integrated solution(s) to
CA Technologies employees with additional details about the company that the company
has provided to CA Technologies but does not make generally available to the public.
Press release issued
After a successful validation is complete a member can issue a press release if
it contains a customer quote and once it has been reviewed and approved by
CA Technologies. A quote from CA Technologies will be provided as part of the
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review process.
Customer success stories published
Success story proposals may be submitted by the technology partner for consideration.
Proposals selected and approved by CA Technologies will be developed and may be
promoted by CA Technologies and the technology partner through various marketing
campaigns. Success story proposals are required annually for select and premier
membership levels.
Co-sponsorship of CA Technologies webinars
Opportunities to co-sponsor a CA Technologies webinar are available on a case-by-case
basis for successfully validated integrations. Proposals selected and approved by
CA Technologies will be developed jointly and co-presented.
Solution datasheet
After validation, an approved solution datasheet created by the technology partner
may be hosted on ca.com.
White papers
After validation, an approved white paper created by the technology partner may
be hosted on ca.com.
Joint customer demo developed
Opportunities to create a joint customer demo are available on a case-by-case basis
for validated integrations. Proposals selected and approved by CA Technologies will be
developed and may be promoted by CA Technologies and the technology partner through
various sales opportunities and marketing campaigns.
Co-sponsorship of CA Technologies events
Opportunities to co-sponsor a CA Technologies event are available on a case-by-case
basis for successfully validated integrations. Proposals selected and approved by
CA Technologies will be developed jointly for the specific CA Technologies event(s).
Customer success videos
Opportunities to create a customer success video are available on a case-by-case
basis for successfully validated integrations. Proposals selected and approved by
CA Technologies will be developed and may be promoted by CA Technologies and
the technology partner through various marketing campaigns.
Participation in summits and development exchange events
Technology partners with validated integrations may be invited to exhibit at or attend
technical events sponsored by CA Development. These events allow a technology partner
to educate the broader technical organization at CA Technologies on the integration and
technology partner product capabilities.
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membership requirements
Each stage of the Technology Partner Program has specific requirements that must be met by the technology partner based on
the membership level. All companies participating in the Technology Partner Program must comply at all times with the set of
requirements defined for each stage and each membership level of the program.
stage 1: apply
requirements
affiliate
select
premier
$2,500/yr
$5,000/yr
$8,000/yr
select
premier
Complete program
application
Sign agreements (program
agreement, NDA, DLA)
Pay program fee
stage 2: develop
requirements
affiliate
Deliver generally available
product integration
Link from technology
partner’s product page for
the integrated product to the
relevant CA Technologies
product page on ca.com
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membership requirements (cont.)
stage 3: validate
requirements
affiliate
Apply for validation
N/A
Pay validation fee to lab
N/A
Successfully complete
product validation
N/A
Provide recorded/selfrunning demo for integration
N/A
select
premier
See validation guide
See validation guide
select
premier
stage 4: market
requirements
affiliate
Develop collateral/datasheet
for integration
N/A
Complete solution spotlight
page on ca.com
N/A
Complete solution catalog
submission
N/A
Issue press release
N/A
Develop customer
success stories
N/A
1/yr
2/yr
Provide customer references
for integration
N/A
3/yr
3/yr
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getting started
CA Technologies accepts applicants to the Technology Partner Program based on a
company’s demonstrated technology leadership, ability to provide the resources required
to participate in the program, and synergy with the requested CA Technologies products
and solutions. Acceptance in the program indicates a significant commitment of
resources by both the technology partner and CA Technologies.
Application process
To enroll in the Technology Partner Program, please access the online application
(https://www.ca.com/us/Register/form.aspx?CID=101377). The company must complete
the application and submit the required information using the instructions provided.
A CA Technologies representative will review the application and contact the designated
technology partner contact with further instructions.
The first step is to make sure that the appropriate focus area(s), track(s), and
membership level are selected. The CA Technologies representative will answer
any questions related to the individual tracks. The representative will gather all
necessary information that will be reviewed by CA Technologies prior to approval
of each individual track.
After the application is approved, the CA Technologies representative coordinates
the execution of all legal documents and serves as the main point of contact until all
documents are completed. Once the legal documents are executed and the application
process is completed, the technology partner will be given a unique site identification
number (site id) that will allow the technology partner to create an account on the
CA Technologies support site, which provides access to product downloads and
documentation based on the technology partner’s entitlements.
Renewal
Membership in the Technology Partner Program is for a one-year term and is renewed
annually on the anniversary date of the membership, unless either party notifies the
other of its intention to terminate at least ninety (90) days prior to the anniversary date.
Termination
When leaving the program the technology partner must notify the Technology Partner
Program office at least ninety (90) days prior to the anniversary date of the membership
to avoid automatic invoicing on the anniversary date. CA Technologies will send a
termination letter to the technology partner contact, which must be signed and returned
to the Technology Partner Program Office.
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Getting help
All Technology Partner Program members have access to general program support from
the Technology Partner Program Office, as well as to telephone and Web-based technical
support. The CA Technologies technical support website enables registered technology
partners to download software and documentation, search frequently asked questions,
troubleshoot technical issues, and find answers to basic questions on CA Technologies
solutions using product bulletins, technical documentation, and support forums.
Overview of support for technology partners
Support in the Technology Partner Program is provided by the Technology Partner
Program Office and the CA Support organization. All non-product related issues should
be directed to the Technology Partner Program Office for resolution.
These types of issues include questions related to:
•General definition and guidelines of the Technology Partner Program
•Track and focus area selection and approval process
•Program agreement execution
•Program stage approvals and guidance
•Education course selection, getting started, and services engagement or referral
•Product download availability or entitlement issues
•Program membership renewal and termination
Technical support is focused on providing installation and configuration support for the
limited-use software license provided by CA Technologies and to resolving issues related
to the integration components of the CA Technologies products.
Technical support is not for general product education and training, or for architecture
and design of product integrations. Those types of questions should be directed
to the Technology Partner Program Office for further assistance and advisement.
CA Technologies strongly recommends that technology partners receive product
training from CA Technologies Education Services prior to the start of the develop
stage. Technology Partner Program members are eligible for a discount from list
price for training.
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Development support is an option that may be available through a CA Technologies
Services engagement or referral from a third-party service provider. Development support
may be comprised of advanced configuration, architecture design, performance design,
integration development, and custom development specific to a customer environment.
The Technology Partner Program Office can direct the technology partner to the best
available options.
Accessing support
The Technology Partner Program office can be reached
at [email protected]
Responses will typically be made within 1-2 business days.
Companies can contact the CA Technologies Customer Care Team by Web or by phone:
•Submit your question online
(https://support.ca.com/phpdocs/0/common/forms/customercareform.html)
•Phone:
1-800-CALL-CAI (225-5224) (within the U.S.)
•CA Support Directory by Country
(http://www.ca.com/us/support/phone.aspx)
(International)
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CA Technologies (NASDAQ: CA) is an IT management
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manages and secures IT environments and enables
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Our innovative products and services provide the
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power business agility. The majority of the Global
Fortune 500 relies on CA Technologies to manage
evolving IT ecosystems.
For additional information, visit CA Technologies at www.ca.com
Follow CA Technologies on Twitter at www.twitter.com/cainc
Copyright ©2012 CA. All rights reserved. All trademarks, trade names, service marks and logos
referenced herein belong to their respective companies. CA assumes no responsibility for the accuracy
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CS2607_0712