Re: CCADB License Usage Guidelines

2023-08-15 Thread Kathleen Wilson
All,

The Usage Guidelines page  has 
been added to the CCADB (ccadb.org -> For CAs -> Usage Guidelines).

And the "Welcome" and "Password-reset" email templates for the CCADB have 
been updated to provide a link to the usage guidelines page.

We (CCADB SC) will prioritize the work to push information to CAs via email 
and reports, and will continue to monitor daily-unique-login usage.

Thanks,
Kathleen


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Re: CCADB License Usage Guidelines

2023-08-07 Thread Kathleen Wilson
Dear CAs,

Thank you all for being conscientious with your CCADB daily-unique-logins 
since I made the request on July 14. Thanks to your efforts, we came within 
our current annual allotment. 

Also, thank you to all of you who have responded to provide your input 
either here in this discussion thread or via direct email to me. We will 
take all of your input into account, and we will also take actual usage 
into account as we plan for future Salesforce license options.

For now, we will proceed with posting the usage guidelines on the CCADB 
website, and adding a link to it in the email that CCADB sends for new 
accounts and password resets.  A large percentage of the usage had been by 
individuals who do not need to login as frequently as they had been.  They 
had (very understandably) added checking the CCADB for their task reports 
and updates to root inclusion cases as part of their daily work routine, 
not realizing that it impacted our allotment for CA daily-unique-logins. 

It appears that our daily-unique-login numbers will be within our allotment 
if we add weekly (or customizable-frequency) emails containing information 
about task list reports, status of open cases, and pending items requiring 
attention. As well as adding public reports about the expiry date of public 
documents (CP, CPS, audits, self-assessments, etc.). 

>> The CAs using CCADB, are located around the world, and lives in 
different time zones. If a POC logs into CCADB twice in a working day 
according to his local time, it may happen in two calendar days in another 
time zone.
>> Does CCADB calculate the time difference between logins, or does it 
simply use the calendar day in a specific time zone? In case of the second 
calculation mode, which time-zone is the basis of the calculation?

My understanding is that Salesforce computes this based on a 24 hour 
window, so time zone should not be a factor.

>> is it possible to get information in this report about the already used 
or still available login numbers?

We (the CCADB Steering Committee) now have a report for checking 
daily-unique-logins that we will be monitoring, but I don't think the data 
needs to be shared publicly at this time.

Here is information about the Salesforce Customer Community Plus licenses, 
which is what we use for CA logins.
https://www.salesforce.com/products/experience-cloud/pricing/self-service/
Per the web page: Customer Community Plus licenses are  $6/login or 
$15/member USD/month (billed annually) 

The next time Salesforce contacts us about increasing our Customer 
Community Plus licenses, we should either convert some of our per-login 
licenses to member licenses, or buy member licenses in addition to our 
per-login licenses. So if your CA needs to consume more than 4 
daily-unique-logins per month on average, then please notify 
supp...@ccadb.org to explain why. We will collect this information, and use 
it the next time we need to negotiate about Customer Community Plus 
licenses with Salesforce.

Best Regards,
Kathleen
 

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RE: CCADB License Usage Guidelines

2023-07-28 Thread dr . Szőke Sándor
Hi Kathleen,
 
is it possible to get information in this report about the already used or 
still available login numbers?
 
Kind Regards,
 
Sándor
 
 
From: public@ccadb.org  On Behalf Of Kathleen Wilson
Sent: Thursday, July 27, 2023 11:56 PM
To: CCADB Public 
Subject: Re: CCADB License Usage Guidelines
 
Here's a summary of the many emails that CA representatives have sent me 
regarding the topic of what information they need from the CCADB.
 
*   Weekly (or customizable-frequency) emails containing information about
*   Task list reports
*   Status of open Cases (‘Add/Update Root Request’, ‘Add/Update Contacts’, 
‘Root Inclusion Request’)
*   Pending items requiring attention. 
*   Monthly email or public reports about the expiry date of the public 
documents (CP, CPS, self assessments, audits, etc.)
 
Thanks,
Kathleen
 
 
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RE: CCADB License Usage Guidelines

2023-07-28 Thread dr . Szőke Sándor
Hi Kathleen.
 
this information is clear and useful for me, thank you for it.
 
I would have a question regarding the calculation method of the 
Daily-Unique-Login numbers.
 
The CAs using CCADB, are located around the world, and lives in different time 
zones. If a POC logs into CCADB twice in a working day according to his local 
time, it may happen in two calendar days in another time zone.
Does CCADB calculate the time difference between logins, or does it simply use 
the calendar day in a specific time zone? In case of the second calculation 
mode, which time-zone is the basis of the calculation?
 
Kind Regards,
 
Sándor
 
From: public@ccadb.org  On Behalf Of Kathleen Wilson
Sent: Thursday, July 27, 2023 11:42 PM
To: CCADB Public 
Subject: CCADB License Usage Guidelines
 
All,
 
I will appreciate feedback on the following draft for a web page to be added to 
https://www.ccadb.org/cas/.
 
Thanks,
Kathleen
 
Link on "For CAs" page: "Usage Guidelines"
Web page URL: www.ccadb.org/cas/  
usage-guidelines
 
This page is intended for CA Owners who have requested and obtained access to 
the CCADB. We look forward to your help in keeping your CA’s data up-to-date in 
the CCADB, and ask that you follow these usage guidelines.
 
Usage Guidelines
 
Each CA Owner should:
*   Consume less than 5 daily-unique-logins per month on average (i.e., one 
day per week).
*   There will be certain months in which you need to log in more 
frequently to update data regarding your CA, which is why we focus on average 
usage.
*   Designate one individual who usually logs into the CCADB on the CA’s 
behalf.
*   An individual who has an account that can log in to the CCADB is called 
a Primary Point of Contact (POC) in the CCADB.
*   Designate one or more backup individuals who can log in to the CCADB on 
the CA’s behalf when the primary individual is unavailable, with a maximum of 5 
Primary POCs for each CA Owner.
 
Authentication to the CCADB’s production environment via the  

 CCADB API consumes a license and counts towards the daily-unique-login 
numbers. Testing with the API should be done in the CCADB Sandbox environment 
so that it does not consume daily-unique-login numbers.
 
If your CA needs to consume more than 5 daily-unique-logins per month on 
average, then please notify   supp...@ccadb.org to 
explain why.
 
We welcome you to add your ideas to  
 CCADB Public about the 
information that you would like the CCADB to provide without requiring a login 
and how you would like to obtain that information.
 
Daily-Unique-Login
*   A Primary POC logs into the CCADB via a  

 Salesforce Community License. 
*   Salesforce counts one login each day a POC logs into the CCADB, which 
is referred to as daily-unique-login. 
*   The  

 CCADB Steering Committee member organizations are currently paying for a 
monthly allotment of daily-unique-logins for CAs.
*   Salesforce follows a yearly entitlement policy to determine the number 
of used daily-unique-logins (i.e., our monthly allotment x 12), which resets 
annually on August 5.
 
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Re: CCADB License Usage Guidelines

2023-07-27 Thread Kathleen Wilson
Here's a summary of the many emails that CA representatives have sent me 
regarding the topic of what information they need from the CCADB.


   - 
   
   Weekly (or customizable-frequency) emails containing information about
   - 
  
  Task list reports
  - 
  
  Status of open Cases (‘Add/Update Root Request’, ‘Add/Update 
  Contacts’, ‘Root Inclusion Request’)
  - 
  
  Pending items requiring attention. 
  - 
   
   Monthly email or public reports about the expiry date of the public 
   documents (CP, CPS, self assessments, audits, etc.)
   

Thanks,
Kathleen


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