Description of Standard Professional Services (Consulting and Training)
By signing an Order or statement of work, or by submitting a purchase order (collectively, hereafter referred to as an “Order“) referencing the URL: https://staging.couchbase.com/psdesc (and/or the Couchbase SKU numbers below), Customer has accepted that the scope and deliverables for standard Couchbase professional consulting and/or training services purchased under the Order shall be (as applicable) as described in Section I (“Consulting Professional Services“) and Section II (“Training Professional Services“) below (collectively, the “Professional Services“), subject to the terms applicable in Section III (“Professional Services Terms“). “Customer” as referenced herein also refers to Couchbase Partner.
I. Consulting Professional Services
A. Aligned Solutions Architect (Couchbase SKU: CBSVASA)
Objective: Aligned Solutions Architect (ASA) is a consulting service designed to help the Customer get the most value from their Couchbase deployment while building a stronger and closer relationship with Couchbase.
Engagement Approach: Couchbase’s solutions architects are proven field consultants with deep knowledge of successful Couchbase project architecture, implementation, and cluster management strategies. For the ASA Professional Service, Customer will be assigned a Couchbase solutions architect to work closely in a consultative role with Customer’s project teams from conceptualization through implementation, deployment, and post-production activities. The ASA Professional Service allows a Couchbase solutions architect to act as a Customer’s embedded Couchbase expert so that you experience continuity between engagements and consistently high-quality deployments.
Scope: ASA Professional Service is available for a minimum duration of twelve (12) Consulting days. The number of ASA days purchased by Customer will be as specified in the Order.
B. Health Check (Couchbase SKU: CBSVCHC)
Objective: Health Check is to help Customer be successful with application and database deployment on Couchbase. It includes a review of the Couchbase deployment architecture, application, and operational practices. Couchbase works with Customer’s architects and developers to assess changes needed in order to provide a responsive, available, and functional service. The Couchbase consultant will obtain the logs from the cluster and analyze them to look for trends or issues that require attention. Couchbase consultants will carry out a thorough analysis into the current state of an existing cluster, including the logs, and then provide the specific metrics and details and how to improve. Specifically, this engagement will include: use case analysis, Couchbase topology review, server sizing exercise, and operational best practices review.
Engagement Approach: The approach for a Health Check engagement is as follows: An initial meeting to understand the Customer’s application and discuss the Customer’s desired focus of the Health Check. Couchbase to request prerequisites based on the focus of the Health Check including architecture diagrams and configurations to prepare for the engagement. Couchbase’s consultant to lead a review of Customer’s application, environment, and operational practices. Couchbase’s consultant to provide a deliverable document following the engagement. Finally, a follow-up meeting to review the deliverable document and recommendations.
Deliverable: A written report that includes all recommendations Couchbase consultant reviewed with Customer plus any additional observations.
Scope: The engagement will be restricted to one Couchbase use case or project deployment.
C. Consulting Day (Couchbase SKU: CBSVCCD)
Objective: Couchbase Consulting Day will provide the Customer with general advice relating to Customer’s use of the Couchbase product. During the course of providing Consulting Day Consulting Professional Services, Couchbase may design, develop for or deliver to Customer documentation, reports, and other tangible Deliverables. The following consulting resource level of experience is available for Consulting Day Consulting Professional Services: (i) Couchbase consultant or (ii) Couchbase senior consultant. The type of consultant chosen by Customer will be stated in the Order. A consulting day is up to a maximum of eight hours of consulting (“Consulting Day“).
Scope: Available for a minimum engagement of five Consulting Days. The number of Consulting Days purchased by Customer will be as specified in the Order.
D. Architecture Review (Couchbase SKU: CBSVCAR)
Objective: Architecture Review helps Customer be successful with application and database deployment on Couchbase and includes a review of the planned architecture, applications, and data modeling. Couchbase consultant to work with Customer architects and developers regarding planned applications, including the design principles needed for Customer’s efforts to implement architecture and a system that follows best practices and recommendations. Specifically, this engagement will include: use case analysis, data and document modeling, Couchbase topology review, server sizing exercise, and operational best practices review.
Engagement Approach: The approach for an Architecture Review engagement is as follows: An initial remote meeting with Couchbase consultant to understand Customer’s application and discuss Customer’s desired focus of the Architecture Review engagement. Customer to complete and return an Architecture Review questionnaire provided by Couchbase ahead of the engagement. Couchbase’s consultant to lead review of Customer’s application, environment, and operational practices. Couchbase’s consultant to provide a deliverable document following the engagement. Finally, a follow-up web meeting to review the deliverable document and recommendations.
Deliverable: A written report that includes all recommendations Couchbase consultant reviewed with Customer plus any additional observations.
Scope: The engagement will be restricted to one Couchbase use case or project deployment.
E. Upgrade Readiness Assessment (Couchbase SKU: CBSVCUS)
Objective: Upgrade Readiness Assessment provides Customer with clear guidance, best practices, and a specific plan for successfully upgrading their Couchbase deployments from one major version to the next, without disrupting the business. The Upgrade Readiness Assessment includes a walk-through of the upgrade process customized to Customer’s deployment. Couchbase consultants will work with Customer architects, administrators, and developers to assess and build an upgrade plan.
Engagement Approach: The approach for an Upgrade Readiness Assessment is as follows: An initial meeting to understand the Customer’s application and discuss the desired focus of the engagement. Couchbase to request prerequisites based on the focus of the engagement, including architecture diagrams and configurations in order to prepare for the engagement. Engagement dates and logistics discussed and planned with Customer.
Deliverable: A written report that includes all recommendations Couchbase consultant has reviewed with Customer plus any additional observations.
Scope: The engagement will be restricted to one Couchbase use case or project deployment and will be specific to an upgrade of either Couchbase Server or Couchbase SDK only.
F. Mobile Architecture Review (Couchbase SKU: CBMOBAR)
Objective: Mobile Architecture Review is to help Customer be successful quickly with Couchbase Mobile. Our expert Couchbase consultant will supplement your team by providing best practice advice in the following areas:
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Reviewing Customer’s mobile use case and architecture.
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Developing an application using Couchbase Mobile and Couchbase Lite.
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Reviewing Customer’s implementation of Sync Gateway.
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Tuning and optimizing Couchbase for Customer’s mobile application.
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Devising and implementing performance measurement strategies.
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Troubleshooting techniques.
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Deploying an application into production.
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Monitoring, alerts, and logging for Sync Gateway, Couchbase Lite, and Couchbase Server.
Engagement Approach: The approach for a Mobile Architecture Review is as follows: An initial meeting to gain an understanding of Customer’s application and discuss the desired focus of the engagement. Based on the focus of the engagement, Customer to provide Couchbase with prerequisites such as architecture diagrams and configurations that will prepare Couchbase for the engagement. Engagement dates and logistics discussed and planned with Customer.
Deliverable: A written report that includes all recommendations Couchbase consultant has reviewed with Customer plus any additional observations.
Scope: The engagement will be restricted to one Couchbase use case or project deployment.
G. Cloud Readiness Review
Objective: The Cloud Readiness Review is intended for projects where there is a well-defined use case with ongoing design/architecture phases, or to review and validate an existing use case after it has been deployed. The Cloud Readiness Review includes a review of existing and planned architectures, applications, data modeling, and operations. Couchbase consultants will work with Customer’s architects, developers, and DevOps team to assess Customer’s Couchbase environment and determine, according to Couchbase best practices and NoSQL design principles, the changes required to successfully meet Customer’s business and technical requirements.
Engagement Approach: The approach for a Cloud Readiness Review engagement will begin with an initial meeting to gain an understanding of Client’s application and discuss the desired focus of the engagement. Based on the focus of the engagement and depending on the public cloud being used (AWS, Azure, GCP), Customer to provide prerequisites such as architecture diagrams and configurations that will assist Couchbase to prepare for the engagement. Engagement dates and logistics discussed and planned with Customer.
Deliverable: A written report that includes all recommendations Couchbase consultant has reviewed with Customer plus any additional observations.
Scope: The engagement will be restricted to one Couchbase use case or project deployment.
H. Production Readiness (Couchbase SKU: CBSVPRR)
Objective: Production Readiness is to help Customer develop a well-designed plan to ensure that Customer can detect potential issues before deploying into production. Couchbase experts work with Customer’s architects, administrators, and developers to assess the project and build a readiness plan that includes clear guidance and best practices for successfully completing testing, staging, and preproduction. The Production Readiness also includes a customized walk-through of the implementation process, giving you the confidence of knowing no important issues have been overlooked. Specifically, this Professional Service includes:
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Use case review.
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Code/application review to ensure SDK usage is optimal.
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Capacity planning.
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High availability and disaster recovery review.
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Monitoring and alerts planning.
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Production readiness planning.
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Risk analysis and plan execution.
Engagement Approach: The Production Readiness engagement is as follows: Couchbase and Customer have an initial meeting remotely to gain an understanding of Customer’s application and discuss the desired focus of the engagement. Based on the focus of the engagement, Couchbase may request prerequisites such as architecture diagrams and configurations that will prepare Couchbase for the engagement. Engagement dates and logistics discussed and planned with Customer.
Deliverable: A written report that includes all recommendations Couchbase consultant has reviewed with Customer plus any additional observations.
Scope: The engagement will be restricted to one Couchbase use case or project deployment.
I. Advanced Query Tuning (Couchbase SKU: CBSVCAQT)
Objective: Advanced Query Tuning can be used to support a project in its development phase after a preliminary data model is defined and the needs for querying capabilities are well understood. Advanced Query Tuning can also help the applications already in production to identify the optimization possibilities in the next version of the application. Specifically, this Professional Service includes the following activities:
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Review the use case and its requirements for data access, query performance, and consistency.
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Choice of the query technology and specific features to meet identified requirements.
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Review the existing data model and query design.
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Help with challenging query and index design.
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Discuss the best practices for query design and performance tuning.
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Identify the performance issues in the existing deployments.
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Find and optimize slow queries.
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Review and optimize the set of indexes in the cluster.
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Review cluster sizing for relevant query services.
Engagement Approach: The approach for an Advanced Query Tuning is as follows: An initial meeting to understand the use case, status of the project, and discuss the desired focus of the engagement. Customer to provide to Couchbase prerequisites based on the focus of the engagement, including requirement and/or design documents. Engagement dates and logistics discussed and planned with Customer.
Deliverable: A report summarizing the results of the query design review and the performance analysis, and general recommendations as well as concrete query designs developed during the engagement.
Scope: The engagement will be restricted to one Couchbase use case or project deployment.
J. New Customer Program (Couchbase SKU: CBSVNCBB / CBSVNCBS / CBSVNCBA)
Objective: New Customer Program is to ensure the successful launch of Customer’s new Couchbase application into production and to provide Customer with the development and operational training necessary to operate their Couchbase deployment. Training includes virtual instructor-led courses for Couchbase operations (CS300) and Couchbase N1QL (CD212).
Engagement Approach: New Customer Program can be purchased as one of the following:
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BASIC (CBSVNCBB) |
STANDARD (CBSVNCBS) |
ADVANCED (CBSVNCBA) |
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Design Workshop: A Couchbase consultant will supplement Customer’s team by providing advice, guidance, and specific recommendations on Couchbase Server operations and development best practices.
Production Readiness: New Customer Program is to help Customer develop a well-designed plan to ensure that Customer detects potential issues before it deploys Couchbase Server into production. A Couchbase consultant will work with Customer architects, administrators, and developers to assess the project and build a readiness plan that includes clear guidance and best practices for successfully passing through the standard industry environments of testing, staging, and preproduction. New Customer Program also includes a customized walk-through of the implementation process, giving you the confidence of knowing no important issues have been overlooked.
Deliverable: A written report that includes all recommendations Couchbase consultant reviewed with Customer plus any additional observations.
Scope: The engagement will be restricted to one Couchbase use case or project deployment.
CS300 Couchbase NoSQL Server Administration Course (Couchbase SKU: T-CS300-Remote): Completion of this course will enable participants to train in the following:
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Install, configure, and manage Couchbase Server.
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Configure, create, and secure cross datacenter replication (XDCR).
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Configure and manage security in Couchbase Server.
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Manage backup and restore in Couchbase clusters.
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Monitor Couchbase clusters.
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Identify and troubleshoot issues in Couchbase clusters.
CD212 Couchbase NoSQL Data Modeling, Querying, Full-Text Search, and Analytics Course (Couchbase SKU: T-CD212-Remote): Completion of this course will enable participants to train in the following:
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Identify the key components of Couchbase Server.
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Design data models for optimal storage and retrieval in Couchbase.
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Query for data using SQL-like syntax.
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Create effective indexes using performance enhancements to meet your requirements.
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Monitor to assess how queries are performing and identify and tune any slow-running queries.
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Perform full-text search (Google-like search capability on JSON documents).
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Use Couchbase Analytics to efficiently run complex queries over many records.
II. Training Professional Services
A. CD227 Couchbase Mobile Development (Couchbase SKU T-CD227i-Remote, T-CD227a-Remote, or T-ONS-CD227-6)
Objective: Through conceptual presentation, demonstration, and extensive hands-on labs and exercises, this two-day instructor-led course guides iOS developers on storing and accessing data rapidly and at web scale, in diverse document-database use cases based on JSON, using Couchbase Lite, Sync Gateway, and Couchbase Server. All labs rely on the iOS SDK to store data and perform queries. The training course is aimed at mobile developers and architects. The hands-on labs (usually 60% of course time) aim to give real-world flight time connecting to the Couchbase Lite embedded database, synchronize data using Sync Gateway, and processing data from Couchbase Server.
Engagement Approach: The training course is delivered over two (2) consecutive 8-hour days. It is available either as an individual seat on a publicly scheduled class, or as a private session for multiple employees from the same company. Public classes will be delivered remotely via Zoom or Microsoft Teams. Private classes may be delivered remotely via Zoom or Microsoft Teams, or where agreed with Couchbase in advance in writing on-site at the customer facility.
Deliverable: Two-day training course delivered by a Couchbase instructor, with course materials available on completion of the training course.
Scope: The training course is not customizable and will follow the objectives laid out on http://learn.couchbase.com.
B. CD212 Couchbase NoSQL Data Modeling, Querying, Full-Text Search, and Analytics (Couchbase SKU T-CD212-Remote or T-ONS-CD212-6)
Objective: Through conceptual presentation, demonstration, and extensive hands-on labs and exercises, this four-day instructor-led course guides developers, architects, and DBAs on storing and accessing data rapidly and at web scale, in diverse document-database use cases based on JSON, using Couchbase Server, N1QL, and related technologies. All labs rely on queries in N1QL for query, N1QL for analytics, or full-text search queries without dependency on any particular application programming language. The training course is aimed at developers, architects, analysts, SQL and Oracle developers, DBAs, data warehouse and business intelligence admins and analysts, and DevOps professionals. The hands-on labs (usually 60% of course time) aim to give a real-world flight time modeling NoSQL data, using best practices for JSON and key-value, creating and exploiting secondary indexes, performing complex aggregations using N1QL, and becoming capable with N1QL as a basis for developing powerful, scalable, and reliable applications using NoSQL data, in any programming language.
Engagement Approach: The training course is delivered over four (4) consecutive 8-hour days. It is available either as an individual seat on a publicly scheduled class, or as a private session for multiple employees from the same company. Public scheduled classes will be delivered remotely via Zoom or Microsoft Teams. Private classes may be delivered remotely via Zoom or Microsoft Teams, or where agreed with Coucbase in advance in writing on-site at the customer facility.
Deliverable: Four-day training course taught by a Couchbase instructor, with course materials available on completion of the training course.
Scope: The training course is not customizable, and will follow the objectives laid out on http://learn.couchbase.com.
C. CS300 Couchbase Administration (Couchbase SKU T-CS300-Remote orT-ONS-CS300-6)
Objective: This four-day instructor-led Couchbase Administration course is a fast-paced technical practicum on Couchbase Server, from an operations perspective. Through instructor-led discussion, demonstrations, and intensive hands-on labs, participants will build and administer a production-capable Couchbase Server cluster and proof of concept (POC), modeled on typical use cases for high-performance mission-critical enterprise NoSQL databases. Hands-on lab time will be approximately 40% to 60% each day. Each participant will be provisioned multiple virtual machines running in the cloud for hands-on practice installing, configuring, monitoring, and troubleshooting multi-node clusters in realistic scenarios, including filtered cross datacenter replication.
Engagement Approach: The training course is delivered over four consecutive 8-hour days. It is available either as an individual seat on a publicly scheduled class, or as a private session for multiple employees from the same company. Public scheduled classes will be delivered remotely via Zoom or Microsoft Teams. Private classes may be delivered remotely via Zoom or Microsoft Teams, or where agreed with Couchbase in advance in writing on-site at the customer facility.
Deliverable: Four-day training course delivered by a Couchbase instructor, with course materials available on completion of the training course.
Scope: The training course is not customizable, and will follow the objectives laid out on http://learn.couchbase.com.
D. CD410 Advanced N1QL Training (Couchbase SKU T-CD410-Remote or T-ONS-CD410-6)
Objective: This four-day Advanced N1QL Training course goes into detail on key concepts for building, managing, and deploying N1QL queries and Global Secondary Indexes (GSI) as part of your Couchbase applications. The workshop includes 16 modules of N1QL content that is not available in any other course, numerous self-guided labs, and hands-on exercises with each course session.
Engagement Approach: The training course is delivered over four consecutive 8-hour days. It is available either as an individual seat on a publicly scheduled class, or as a private session for multiple employees from the same company. Public scheduled classes will be delivered remotely via Zoom or Microsoft Teams. Private classes may be delivered remotely via Zoom or Microsoft Teams, or where agreed with Coucbase in advance in writing on-site at the customer facility.
Deliverable: Four-day training course delivered by a Couchbase instructor, with course materials available on completion of the training course.
Scope: The training course is not customizable, and will follow the objectives laid out on http://learn.couchbase.com.
E. CS400 Advanced Operations Training (Couchbase SKU T-CS400-Remote or T-ONS-CS400-6)
Objective: This four-day Advanced Couchbase Operations Training course goes into depth on key concepts for sizing, deploying, managing, monitoring, and troubleshooting Couchbase clusters. The course consists of modular content that is not available in any other course, numerous self-guided labs, hands-on exercises with each lesson, and a fully provisioned environment for the duration of the workshop.
Engagement Approach: The training course is delivered over four consecutive 8-hour days. It is available either as an individual seat on a publicly scheduled class, or as a private session for multiple employees from the same company. Public scheduled classes will be delivered remotely via Zoom or Microsoft Teams. Private classes may be delivered remotely via Zoom or Microsoft Teams, or where agreed with Couchbase in advance in writing on-site at the customer facility.
Deliverable: Four-day training course delivered by a Couchbase instructor, with course materials available on completion of the training course.
Scope: The training course is not customizable, and will follow the objectives laid out on http://learn.couchbase.com.
F. CD215 Couchbase Java Developer Training (Couchbase SKU T-CD215-Remote or T-ONS-CD215-6)
Objective: This four-day Couchbase Java Developer Training course is intended to instill a good understanding of the Couchbase Java SDK best practices. Participants attending this course will have an opportunity to gain deep hands-on experience with many aspects of developing a data-driven application using the Couchbase Java SDK.
Engagement Approach: The training course is delivered over four consecutive 8-hour days. It is available either as an individual seat on a publicly scheduled class, or as a private session for multiple employees from the same company. Public scheduled classes will be delivered remotely via Zoom or Microsoft Teams. Private classes may be delivered remotely via Zoom or Microsoft Teams, or where agreed with Couchbase in advance in writing on-site at the customer facility.
Deliverable: Four-day training course delivered by a Couchbase instructor, with course materials available on completion of the training course.
Scope: The training course is not customizable, and will follow the objectives laid out on http://learn.couchbase.com.
III. Professional Services Terms
1. Customer Responsibilities:
1.1 For Consulting Professional Services Customer shall:
(a) for the duration of the Consulting Professional Services engagement, identify and provide access to at least one key representative from Customer’s development and operations teams with knowledge of the Couchbase application and deployment topology;
(b) for on-site Consulting Professional Services delivered by Couchbase, provide Couchbase’s consultant with prompt access to all relevant Couchbase servers via SSH and the web administration interface when on-site, and;
(c) with respect to any on-site Consulting Professional Services consume the Consulting Professional Services within a minimum of three (3) consecutive days, otherwise the Consulting Professional Services will be forfeited without refund of any prepaid fees.
1.2 For Training Professional Services Customer shall:
(a) not record, copy, or redistribute the training course and ensure participants do not record, copy, or redistribute any of the content of the training course.
1.3 Unless otherwise specified in an Order, the Professional Services shall be available to Customer for a period of twelve (12) months from the start date of an Order (“Expiration Date“). Customer shall ensure to schedule and consume all Professional Services prior to the Expiration Date. If the Professional Services are not consumed by the Expiration Date, any remaining prepayment for the applicable Professional Services will be forfeited and expire without refund of any prepaid fees.
2. Billable Hours and Notices:
2.1. Billable Hours:
(a) All Consulting Professional Services delivered on-site shall be billable at a minimum of one day (i.e., eight (8) hours) increments. All Consulting Professional Services delivered remotely shall be billable at a minimum of four (4) hour increments.
(b) Consulting Day and Aligned Solution Architect Consulting Professional Services provided outside of normal business hours (i.e., outside of the times between the hours of 08:00 – 18:00) and during the weekend will be charged at two times (2x) the fee rate purchased under the applicable Order.
(c) For Consulting Professional Services Customer must provide a minimum of fourteen (14) days’ written notice to book an appointment with a Couchbase consultant or consultant (as applicable).
2.2 Notices:
(a) To cancel any booked Consulting Professional Services delivery, Customer must provide Couchbase a minimum of forty-eight (48) hours’ prior written notice to the scheduled Consulting Professional Services delivery time. Failure to provide the required notice shall result in Customer being charged for the canceled Consulting Professional Services.
(b) To cancel or reschedule any booked Training Professional Services, Customer must provide Couchbase a minimum of fourteen (14) days’ prior written notice. Failure to provide the required notice to postpone a booked Training Professional Services shall result in a booking cancellation and any prepaid fees paid by Customer shall be forfeited without refund. Full cancellation of any booked Training Professional Services shall result in any prepaid fees paid by Customer being forfeited without refund. Notwithstanding the foregoing, Couchbase reserves the right at its sole discretion to cancel or reschedule a public Training Professional Service due to training course instructor illness, scheduling conflicts, or low attendance. In such circumstances participants or Customer will be given the opportunity to attend the same Training Professional Service at a later date before the expiry date of the applicable Training Professional Services.
3. Resources
For Consulting Professional Services, upon execution of an Order, Couchbase will work with the Customer to schedule personnel and related resources and to determine the Consulting Professional Services commencement date. The Consulting Professional Services start date may vary based on resource availability, unless otherwise agreed, at least four (4) weeks from the effective date of the Order or SOW.
4. Expenses
Couchbase’s reasonable travel and incidental expenses incurred in conducting any on-site Professional Services shall be billable to and paid by Customer upon receiving invoice. Receipts to be provided by Couchbase if requested.
5. Intellectual Property
Couchbase shall own all right, title, and interests in and to the Professional Service Deliverables, provided that any Customer-specific information (“Customer Content“) included in the Deliverable shall remain the property of the Customer and Customer hereby grants Couchbase an irrevocable non-transferable, non-sublicensable right and license to use said Customer Content in said Deliverables. Couchbase hereby grants to Customer a non-exclusive, non-transferable, non-sublicensable right and license, during the Subscription Term, to access and use the Deliverables solely for the Customer’s internal purposes and for no other purpose whatsoever.
6. Governing Terms
6.1 The Professional Services shall be governed by the terms of the Couchbase Enterprise Software License Agreement between the parties, or if the parties have signed a master agreement, the terms of such master agreement (collectively the “Agreement“) as referenced on the Order, with the following additional term:
Warranties. Couchbase represents and warrants that the Professional Services provided by Couchbase shall be provided using commercially reasonable efforts and in a professional and workmanlike manner, and the Deliverables shall substantially conform to the descriptions specified above. In the event of a breach of this warranty, Couchbase shall use commercially reasonable efforts to re-perform the applicable Professional Services or re-deliver the applicable Deliverables, provided that Customer notifies Couchbase within thirty (30) days of the non-conformance. The foregoing shall be Customer’s sole and exclusive remedy for a breach of this warranty.
6.2 Capitalized terms not defined herein shall have the same meaning as in the Agreement or Order (as applicable). To the extent that any terms set forth above conflict with the terms of the Agreement or an Order, the applicable terms of the Agreement or Order shall prevail.
DoS v5-2021-04-20