StepForward™ Program Guide
for Software
For Rockwell Automation and Distributors Only
Publication FTALK-RM002C-EN-P - January 2010
Supersedes FTALK-RM002B-EN-P - May 2008
StepForward Program Guide for Software
StepForward™ is a two-tiered incentive program that was developed to reward and retain current
Rockwell Automation customers who want to buy new Rockwell Automation products. The
program simplifies technology management and protects your customers’ investment.
This program provides both migration and upgrade incentives to existing customers.
An upgrade is the substitution of one current product for another current product, such as a
change from a FactoryTalk View SE 100 screen license to a FactoryTalk View SE 250 screen license.
An upgrade reflects a change to a version of the product with expanded features or capacity. The
StepForward program also incorporates the process for software license upgrades (i.e., migrating
from FactoryTalk node-locked to FactoryTalk concurrent activation).
Migration often involves the replacement of a retiring product with a current product, such as the
replacement of an RSMACC Change Management software package with a product from the new
FactoryTalk AssetCentre suite. Migration can also include the replacement of a current product
with a different, but related current product that provides more functionality, such as a migration
from FactoryTalk View ME to FactoryTalk View SE. Variability in products or in a product’s
configuration may cause the specifics of a product-to-product migration program to differ from
one offering to another. In each case, a description of the program with example references will be
provided.
This program is available in the United States. Outside of the United States, please check with the
local Rockwell Automation office for participation. Contact your local Allen-Bradley Distributor or
Rockwell Automation sales office if you have any questions.
Participation by distributors is voluntary.
Program Changes
The StepForward program incorporates four main changes to StepForward software upgrades:
1. Rather than a credit-based rebate, the upgrade will be submitted like any other one-time
negotiation that uses a Passport quote. While you will continue to enter the same key
information on the quote (see below) as for the previous credit-based program, the upgrade is
simplified to a single transaction at the upgrade net price.
2. While the suggested list price of the upgrade continues to be the difference in the list price of
the products + $200, the $200 upgrade fee will no longer be part of the price of the product and
will only be charged on an upgrade transaction basis. This change has two ramifications. First,
multiple quantity upgrades are simpler and less expensive. Second, since the fee is a transaction
fee and is not charged per catalog, distributor multipliers will no longer apply to the upgrade
fee. So, whether the customer wants to upgrade one catalog or many, as long as the upgrade is
between different editions of the same product, the customer only pays $200. Please see the
StepForward A1 example below and the Software Upgrade Calculator for details.
3. The StepForward software program will incorporate and replace the previous process for
upgrading node-locked licenses to concurrent licenses. For a simple single product upgrade
from node-locked to concurrent, the quote is just like the feature or capacity upgrade. If your
customer has many node-locked licenses, there is a trade-in option for upgrading to concurrent
licenses. See the StepForward B1 example and the Software Upgrade Calculator for details.
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4. The program now includes the addition of migration plans:
•
RSView32 to FactoryTalk View SE
•
RSView ME or FactoryTalk View ME to FactoryTalk View SE
•
RSMACC Change Management to FactoryTalk AssetCentre
•
RSBizWare Historian to FactoryTalk Historian Site Edition
StepForward Program for Toolkit Owners
Software Toolkit owners often use and may resell Rockwell Software products. Since there are special
pricing and support arrangements for Toolkit owners, we want to provide you with information on
how to handle these important customers. The following guidelines explain how software products
may be upgraded by Toolkit owners. These guidelines help ensure that our software registration
database has the correct owner associated with the product owned.
Scenario 1: Old product in Partner Account that they want to sell.
•
Must be current in a Toolkit program
•
They can purchase for $200 + price difference
•
Resale discounts do not apply
Scenario 2: Partner purchased for project, but ownership is not transferred.
•
Must be current in a Toolkit program
•
They can purchase for $200 + price difference
•
Resale discounts do not apply
Scenario 3: Partner’s end customer wants to upgrade.
•
Customer must upgrade through distributor
•
End customer must be in support
•
Resale discounts do not apply
If the guidelines for Toolkit owners cannot be followed, then a custom quote will be required and it
will not be considered to be StepForward.
How Does the StepForward Software Program Work?
The StepForward program will continue to have two types of approaches: Migration and Upgrade.
Migration discounts are used when an older product is replaced by a newer one. Due to changes
between older products and newer products, migration rules are often unique to individual
migrations. For example, they may be time-limited, offer different levels of discount than upgrades,
or may have other conditions that need to be met. However, unless otherwise specified, migration
programs will require a Passport quote for processing.
NOTE: Pricing of individual product catalog numbers used in the following examples are subject to change. It is
recommended that you verify all pricing and applicable discount schedules in Passport or use the latest Upgrade
Calculator. The Calculator provides worksheets for StepForward A1, A2, and B1 migrations. For computations related to
other migration codes, refer to the applicable migration sheet to perform the calculations manually. Unresolved questions
should be directed to the Distributor Response Center.
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Upgrade discounts are used to allow a current product to upgrade to a better edition of the same
product. The conditions for the upgrade are:
1. The new product price must be equal to or more expensive than the price of the older product.
2. The FINAL upgrade price will be the difference between the list price of the new product and
the list price of the product being exchanged + $200 US. The standard distributor discount
schedules (E1 through E5) apply to the product upgrade price, but do NOT apply to the $200
upgrade fee. For example, a list price of $500 for a catalog number for a new product less the
list price of $400 for the catalog number being exchanged is a difference of $100. Apply the
distributor discount to this difference of $100 according to the appropriate calculation to
determine the upgrade cost of the software, then add $200 for the upgrade fee.
3. To qualify for the discount, the older product must be in-support and the serial number must
be supplied to retire it from support. We feel strongly that TechConnect offers such value to
our customers that we have implemented an attractive pricing structure to encourage customers
whose software is currently out-of-support to obtain support and upgrade their software
through this program. Refer to the following table.
Old Out-of-Support
Catalog
Old In-Support
Catalog
New Method
StepForward Upgrade
List Price
$1,960
$1,310
$1,319
Distributor Net
$1,215
$812
$818
$403
N/A
$169
“Charge” for Support
Total Net Price
$1,215
$987
Yes
Yes
No
Yes
NO
YES
Upgraded Software
TechConnect
Included
Better Customer
Value?
4. As usual with a StepForward policy, NO additional discounts may be applied. If StepForward is
utilized, no other negotiated or promotional discounts may be applied.
5. Any deviation from StepForward rules will require a concession quote with justification for the
special pricing. You can expect that a StepForward upgrade quote will be processed in 1 to 2
days. Any exceptions may take any additional time.
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Upgrade Type
Feature or Capacity
Upgrade Code for Quote
StepForward A1
License Upgrade
StepForward A2
RSView32 to FactoryTalk
View SE
RSView ME (or FactoryTalk
View ME) to FactoryTalk
View SE
RSView SE or FactoryTalk
View SE Station to FactoryTalk
View SE Networked
RSMACC Change
Management to FactoryTalk
AssetCentre
StepForward B1
General Pricing Policy
Difference in List + $200
upgrade fee (per quote, only
one set of same product per
quote)
Same as A1, but may trade in
more licenses for fewer as long
as net result is >= $0
20% off of new product price
StepForward B2
20% off of new product price
StepForward B3
20% off of new product price
StepForward B4
RSBizWare Historian to
FactoryTalk Historian SE
StepForward B5
Old DOS programming
software to RSLogix 5 or
RSLogix 500
StepForward B6
Tthe quote should request
9515-ASTRSMACENE for a
price of $4,995 USD and the
asset capacity catalog items at
no charge
Contact your local
Rockwell Automation sales
representative or distributor
for discount amounts offered
through September 30, 2010
20% off of new product price
NOTE: When viewing this file electronically, the attachments referred to in this document may be accessed by selecting
the Attachments tab in the lower-left corner of the Adobe Acrobat window.
Feature or Capacity Upgrade
How does the StepForward A1 software upgrade program work for an end-user?
1. Ensure that you have the correct catalog number and serial number for products to be upgraded.
Verify that the product is in-support.
2. Enter the quote for the desired product at the “Difference in List Price + $200.” If you don’t
have the spreadsheet available, you can calculate the upgrade price ((List Price of New Product –
Current List Price of trade-in) * Distributor Multiplier + $200)). As shown below, please be sure
to enter StepForward A1 in the Proj/Job field in the quote header. In the comment section of
the Competitive Summary screen, include both catalog numbers and serial number for products
being traded-in.
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Example of StepForward A1 Software Upgrade
(Scenario of upgrading 300 tag edition of RSView32 Runtime to 1500 tag edition)
1. The catalog number for 300 tag RSView32 Runtime is 9301-2SE3203 and the customer has
supplied a serial number for it. The current list price is $2590 and the distributor multiplier
for Visualization software is .62 (Schedule E4). So the value of the trade-in is $2590 * .62 =
$1605.80.The customer wants to upgrade to the 1500 tag version of RSView32. The catalog
number is 9310-2SE3303 and it lists for $3710. Using the same distributor multiplier, the net
price is $3710 * .62 = $2300.20.
2. The final price is the difference in the prices + $200. That is, $2300.20 – $1605.80 + $200 =
$894.40. Please note: Depending on rounding, the price shown may be slightly different if the
calculation is done manually. Please use the Upgrade Calculator spreadsheet for exact pricing.
See screen shots below for reference.
Start here and fill-in the quote header as with any other special pricing quote. If you are not familiar
with quote entry, please see the Passport help section on the Distributor Extranet or call the DRC.
Note the special entries in the Quote and Proj/Job fields. The Proj/Job description will vary based
on the upgrade type as documented in the table above.
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In the competitive summary comment summary, please enter the information shown in green for
your specific upgrade situation. The example shown below is for a trade-in of RSView32 300 tag
software.
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Using the upgrade calculator spreadsheet, determine the multiplier for the upgrade and enter it,
along with the desired catalog number, as shown (below). Example is for RSView32 1500.
License Upgrade
What are the requirements for StepForward A2 Software License Upgrades?
1. Active TechConnect Support contract
2. Serial numbers being upgraded are in support
3. Product being migrated supports both node-locked and concurrent activations
4. A2 upgrades are restricted to upgrades within a product family (RSLogix 500 for RSLogix 500,
RSLogix 5 for RSLogix 5, etc). Upgrades from RSLogix 5 to RSLogix 5000 are NOT allowed.
Example Showing Steps to Submit a Passport Quote for Upgrade
The following is an example of upgrading node-locked activations to concurrent activations when
the Trade in Quantity < Purchase Quantity. Passport quotes must be entered by the distributor (or
Rockwell Automation Account Manager) for these upgrades.
Reviewing the Scenario
A customer would like to trade-in 100 installs of RSLogix 500 Standard software with node-locked
activations for 100 installs of RSLogix 500 Standard Concurrent activations.
The 100 installs of RSLogix 500 have been consolidated to a single serial number of FactoryTalk
activation.
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Step 1: Determining Pricing
The first step is to determine the price for the upgrade.
Use the software calculator to determine the price of the software license upgrade. The calculator is
posted on the RSI Extranet at: http://www.software.rockwell.com/extranet/promoprog/index.cfm
The following information is needed for the calculator:
•
Node-locked catalog number
•
Concurrent catalog number
•
Desired quantity of activations to trade in
•
Desired purchase quantity (concurrent activations)
The following is a capture screen of the software calculator:
Important Considerations:
•
The original request was to do a one-for-one exchange. The calculated results would have
resulted in additional cost for the upgrade.
•
By reducing the install from 100 to 83 we are able to minimize the cost associated with the
software license upgrade.
•
With such an exchange, customer is responsible for the $200.00 processing fee, while the
distributor get a $150.00 net.
For the next step use the calculated pricing from the calculator for completing the Passport quote.
Step 2: Entering the Quote in Passport
•
Open the Passport application and go to the PNQAH screen.
•
In the Proj/Job field shown below, specify upgrade code: StepForward A2
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•
In the PNQAS Passport screen, enter the following information
•
Node-locked catalog number
•
Serial number(s) to retire
•
End customer name
•
Single media with multiple installs (Yes/No)
•
Typically “Yes” Only a single CD provided
•
“No” Media CD provided for each serial number.
NOTE: The screen below captures the document example.
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•
In the PNQAJ Passport screen, enter the following information
•
Concurrent catalog number
•
Desired purchase quantity
•
Passport quote multiplier (obtain from the FY2008 Software Upgrade Calculator)
•
Distributor cost after credit (obtain from the FY2008 Software Upgrade Calculator)
NOTE: The screen below captures the document example.
At this point the quote is completed !
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Product-to-Product Migration
Migration involves the replacement of a retiring product with a current product. Due to the
variability in product configurations, migration programs may differ from product to product in
certain aspects. Commonly, though, each will have a program description indicating the catalog
number migration, the cost of the exchange (if any), qualifying characteristics (such as requiring
active in-support maintenance), a program expiration date (migrations are offered for a limited
time period) and other requirements as necessary. Details are provided in the individual migration
supporting documents.
StepForward B1: RSView32 to FactoryTalk View SE
Current RSView32 customers can migrate their RSView32 software to FactoryTalk View SE
software for a 20% discount. The discount applies to each individual RSView32 software license
converted. For example, one RSView32 Works package can provide a discount for one FactoryTalk
View SE Server, Station, Client, or Studio package. One RSView32 package cannot provide
more than a single discount. For details, see the attached StepForward migration document for
FactoryTalk View SE (FTALK-RN010A-EN-E).
Passport Screen #1
This screen identifies the discount type. In this case, the discount is StepForward B1.
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Passport Screen #2
This screen identifies information including the catalog number of the product being traded, the
serial number(s) and the customer name.
Passport Screen #3
This screen contains order information such as the quantity and pricing.
StepForward B2: RSView ME or FactoryTalk View ME to FactoryTalk View SE
Current RSView ME or FactoryTalk View ME customers can migrate their software to the
equivalent FactoryTalk View SE software for a 20% discount. The discount applies to each individual
RSView ME or FactoryTalk View ME software license converted. For example, one RSView ME
Station package can provide a discount for one FactoryTalk View SE Server, Station or Client
package. One RSView ME Station package cannot provide more than a single discount.
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StepForward B3: RSView SE or FactoryTalk View SE Station to FactoryTalk View SE
Networked
Current RSView SE or FactoryTalk View SE Station customers can migrate their software to a
FactoryTalk View SE networked application for a 20% discount. The discount applies to each
individual RSView SE Station or FactoryTalk View SE Station software license converted.
One RSView SE Station package cannot provide more than a single discount. For details, see the
attached StepForward migration document for FactoryTalk View SE (FTALK-RN010A-EN-E).
StepForward B4: RSMACC Change Management to FactoryTalk AssetCentre
Current RSMACC Change Management customers may migrate to FactoryTalk AssetCentre for
$4,995 USD.. To simplify processing, the quote should request 9515-ASTRSMACENE for a price
of $4,995 USD and the asset capacity catalog items at no charge.
StepForward B5: RSBizWare Historian to FactoryTalk Historian SE
Step forward to FactoryTalk Historian Site Edition. Return your existing RSBizWare Historian
software before September 30, 2010, to receive the trade-in value of the RSBizWare Historian
for that license. Contact your local Rockwell Automation sales office or distributor for details on
the discount value that will be applied toward the purchase of the new FactoryTalk Historian Site
Edition. A support agreement for FactoryTalk Historian SE is required.
StepForward B6: Old DOS Programming Software to RSLogix 5 or RSLogix 500
Current customers can migrate from old DOS programming software to RSLogix 5 or RSLogix 500
software for a 20% discount.
Competitive Migration Discounts
Competitive migration situations, such as a customer migrating from Wonderware to FactoryTalk
View SE, are handled on a case-by-case basis through your regional Pricing and Negotiations group.
For more information, please contact your Single Point Negotiator (SPN).
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