Professional Services Product Guide

Campaign Studio Quick Start¶

This quick start provides an introduction to Campaign Studio. Acquia will train Customers’ technical users, marketing users, and strategists to get started with using Campaign Studio. The quick start training cover the following topics:

• Campaign Studio concepts, introduction, and demonstration.
• Campaign Studio configuration - settings for the system, theme, API, campaign, email, tracking, reports, text messages, social and landing page.
• Contact Management and List Hygiene - adding contacts and companies, segmentation, lead scoring, list hygiene.
• Components and Channels - Assets, Forms, Landing Pages, Dynamic Web Content, Emails.
• Campaigns and Reports - using the campaign builder, reports, dashboards.

The services are 10 hours and performed remotely over a period of up to five days.

Customer Data Platform Introduction¶

Acquia works with the Customers to provide them with the knowledge they need to prepare for a Customer Data Platform implementation. The introduction will cover the following topics:

• Example use cases and problems Customer Data Platform solves
• Understanding the data pipeline
• Data input: web-tag, feed, and Tracker API intro and tools
• Identity resolution engine capabilities plus advanced configuration example
• Business intelligence summary capabilities plus advanced configuration example
• Machine learning models and cohort analysis available
• Metrics/filters and 360 profile introduction
• IQ engine intro
• Actions and Campaigns walkthrough
• Privacy, regulation, and compliance

The services are 10 hours and performed remotely over a period of up to five days.

Cloud IDE Quick Start¶

This quick start provides an introduction to Cloud IDE. Acquia works with Customer’s Drupal development team to educate them on the Cloud IDE so that they can use it to develop and maintain their Drupal application. The quick start will cover the following topics:

• Getting started with Cloud IDE - creating and configuring your Cloud IDE
• Developing in the cloud environment and locally
• Using the Cloud IDE interface
• Drupal tooling in Cloud IDE - Acquia CLI, Composer, XDebug, Drush
• Creating a standardized development environment for a development team
• Exercises in the development workflow.
• Best Practices for developing on Acquia Cloud, and setting up code deployments

The services are 10 hours and performed remotely over a period of up to five days.

Cloud Platform Quick Start¶

This quick start provides an introduction to Cloud Platform. Acquia will work with Customer’s Drupal development teams to get started with Cloud Platform. The quick start will cover the following topics:

• The Cloud Platform Interface
• Managing Organizations and setting up Cloud users.
• Best Practices for developing on Cloud Platform and setting up code deployments
• Installing the Acquia Connector and Monitoring
• SSL and caching
• Known issues and incompatible modules.

The services are 10 hours and performed remotely over a period of up to five days.

Acquia Cloud Development Track¶

This multi-product track provides an introduction to Acquia Cloud Platform, Code Studio, and Cloud IDE. This track is intended for Developers, Release Managers, and Tech Leads. Acquia will use a combination of training and practical exercises to ensure that customers understand how to get started using these products and can perform key operations in their web application infrastructure that includes development, staging, production environment, CI/CD, and monitoring.

The track covers the following topics:

• Acquia Cloud Fundamentals (Administrative/Operational): User permissions, Support tickets, platform email
• Acquia Cloud Fundamentals (Development): Development environments, logs, SSH connection, infrastructure
• Acquia Cloud Fundamentals (Performance): Known issues, compatible software, unsupported/cautionary modules, configuration settings, caching layers and performance, New Relic
• Acquia Cloud Fundamentals (Getting your site live on Acquia Cloud): Pre-launch checklist, domains/SSL, platform CDN
• Developing on Acquia Cloud with Code Studio and Cloud IDE: Cloud IDE vs. local development, Code Studio account, creating and configuring Cloud IDE, Acquia Code Studio UI, Acquia Code Studio architecture
• Code Management (Tools): Recommended project setup and repository architecture, Drupal tooling in Cloud IDE, Cloud Hooks, best practice
• Code Management (Workflow): Best practices for developing on Cloud Platform, setting up code deployments, Developer workflow
• Code Management (Optimize): Dependency management, configuration management/ config split, recommended modules, security and best practices for storing sensitive information
• Code Management (Tag and Deploy): Managing code deployments
• Code Management (Troubleshooting): Strategies for troubleshooting, CI/CD pipeline deep dive and debugging, commands for troubleshooting, XDebug

The engagement will start within 2 months of the initial purchase. An Acquia consultant will deliver Acquia Cloud Development Track over the course of twelve (12) days over 4 weeks unless otherwise agreed to by Customer and Acquia.

Acquia Site Factory Development Track¶

This multi-product track provides an introduction to Acquia Site Factory, Code Studio, and Cloud IDE. This track is intended for Developers, Release Managers, and Tech Leads. Acquia will use a combination of training and practical exercises to ensure that customers understand how to get started using these products and can perform key operations in their web application infrastructure that includes development, staging, production environment, CI/CD, and monitoring.

The track covers the following topics:

• Acquia Site Factory Fundamentals (Administrative/Operational): Site Factory Interface, user permissions, support tickets, platform email, governance
• Acquia Site Factory Fundamentals (Development): Development environments, logs, SSH connection, infrastructure, multisite, connector
• Acquia Site Factory Fundamentals (Performance): Best practices, known issues, compatible software, unsupported/cautionary modules, configuration settings, caching layers and performance, New Relic
• Acquia Site Factory Fundamentals (Getting your site live on Acquia Cloud): Pre-launch checklist, domains/SSL
• Developing on Acquia Site Factory with Acquia Code Studio and Acquia Cloud IDE: Acquia Cloud IDE vs. local development, Acquia Code Studio account, creating and configuring Acquia Cloud IDE, Acquia Code Studio UI, Acquia Code Studio architecture
• Code Management (Tools): Recommended project setup and repository architecture, Drupal tooling in Acquia Cloud IDE, best practices
• Code Management (Workflow): Best practices for developing on Acquia Site Factory, setting up code deployments, Developer workflow
• Code Management (Optimize): Dependency management, configuration management/config split, recommended modules, security and best practices for storing sensitive information
• Code Management (Tag and Deploy): Managing code deployments
• Code Management (Troubleshooting): Strategies for troubleshooting, CI/CD pipeline deep dive and debugging, commands for troubleshooting, XDebug

The engagement will start within 2 months of the initial purchase. An Acquia consultant will deliver Acquia Site Factory Development Track over the course of twelve (12) days over 4 weeks unless otherwise agreed to by Customer and Acquia.

Drupal Starter Kits Quick Start¶

This quick start provides an introduction to Drupal Starter Kits. Acquia will work with Customer’s design and development teams to educate them on the Drupal Starter Kits so that they can use it to accelerate the implementation of their site. The quick start will cover the following topics:

• Initial account provisioning assistance, including set up for one initial Customer account and one initial Customer site.
• Orientation to Drupal Starter Kits features and review of the architecture and implementation of Drupal and Site Studio in this distribution.
• Orientation to Site Studio interface and explanation of key architectural components and best practices.
• Strategy for use of the Drupal Starter Kits distribution to leverage future releases.
• Best Practices for developing on Acquia Cloud and setting up code deployments

The services are 10 hours and performed remotely over a period of up to five days.

Code Studio Quick Start¶

Customer may purchase a Quick Start for each Order that includes Acquia Code Studio powered by GitLab services. The Quick Start services are performed over the course of two weeks and include:

• Code Studio powered by GitLab initial account provisioning assistance, including setting up and configuring one customer application with up to ten additional users, with role assignments according to total seats purchased by Customer.
• Familiarization with Code Studio powered by GitLab through an introduction and guided walkthrough of the user interface and integrated Acquia products.
• Initial configuration of the Drupal optimized Auto DevOps CI/CD pipeline.
• Assistance with discovering and implementing Code Studio powered by GitLab features (for example, Automatic Updates, Approvals Rules, Issue Kanban Board) for one customer application.

The services are 10 hours and performed remotely over a period of up to five days.

Content Hub Quick Start¶

This quick start provides an introduction to Content Hub. Acquia will work with Customers’ Drupal development teams to get started with using standalone Content Hub.

The quick start will cover the following topics:

• Content Hub concepts and usage
• Installing and configuring the Content Hub modules
• Content Hub best practices and expectations for your Drupal sites
• Sharing and discovering content
• Guardrails and known issues

The services are 10 hours and performed remotely over a period of up to five days.

Acquia DAM Quick Start¶

The DAM onboarding process includes Sessions with the Customer’s assigned Professional Services Implementation Consultant (IC) per the table below. A Session is defined as a one-hour web meeting. The Customer will be expected to complete homework following each Session and prior to the next Session. Customers will meet with the IC daily, for a consecutive ten (10) Sessions over two (2) weeks. Additional IC assistance hours or onboarding Sessions are not available for purchase.

In the case of time zone differences above eight (8) hours, extended Implementation phase hours of availability are 5:00 a.m. to 8:00 p.m CT for meetings, with a 50/50 split of meeting times during each party’s normal business hours.

Initial site setup

Upon execution of the Agreement, IC will meet with the Customer via teleconference and web meeting to begin the onboarding. The process will involve dedicated time from the Customer’s system administrators and the assigned IC to properly identify application configuration plans. The Onboarding Configuration Workbook, explaining all information that needs to be gathered in the sessions to come, will be provided during this meeting.

Deployment steps for successful launch

Hosted delivery method is based upon replication of tested and verified onboarding steps, from both the technical and customer support/marketing aspects of each project, to ensure each Onboarding Engagement meets and exceeds each new Customer’s expectations.

Drupal Quick Start¶

This quick start provides an introduction to Drupal. Acquia will work with Customer’s content owners and development teams to prepare them for a Drupal implementation. The quick start will cover the following topics:

• Features of Drupal including key content authoring, site building, and administrative features.

The services are 10 hours and performed remotely over a period of up to five days.

Personalization Quick Start¶

This quick start provides an introduction to Personalization. Acquia will train Customers’ Drupal development teams to get started with using Acquia Personalization. The quick start training cover the following topics:

• Personalization concepts and usage
• Personalization best practices and expectations for your Drupal sites
• Process to Install and configure the Personalization modules and scripts.
• Data Collection - setting up user segments, custom events, and taxonomy mapping.
• Personalization - methodology to create basic personalization and execute critical path testing to ensure content is exported and a campaign can be created.
• Analytics and Reporting - Personalization reporting capability, focusing on KPIs for personalization campaigns.

The services are 10 hours and performed remotely over a period of up to five days. Assumes that the customer has a technical team to implement and configure Personalization, and personalization use cases have been identified.

Site Factory Quick Start¶

This quick start provides an introduction to Site Factory. Acquia will work with Customer’s Drupal development teams to get started deploying and managing multiple websites on the Site Factory platform. The quick start will cover the following topics:

• The Site Factory Interface
• Understanding a platform and multisite approach
• Managing organizations and setting up Site Factory users
• Best practices for developing on Site Factory including distributions and installation profiles
• Installing the Site Factory Connector and working with Site Factory
• SSL and caching
• Governance on Site Factory
• Known issues and incompatible modules

The services are 10 hours and performed remotely over a period of up to five days.

Site Studio Quick Start¶

Acquia will work with Customer’s design and development teams to prepare them for a Site Studio implementation on Cloud Platform. The Quick Start will cover the following topics:

• Initial account provisioning assistance, including set up for one initial Customer account, one initial Customer Site, and up to 5 additional users with role assignments.
  • Orientation to the Site Studio interface and explanation of key architectural components and best practices.
  • Assistance with discovering and implementing Site Studio features (for example, building components, using the style builder) for up to one Site, up to a maximum of five hours.

The services are 10 hours and performed remotely over a period of up to five days.

Drupal Immersion for Developers Training (Bundle)¶

Acquia’s Drupal Immersion for Developers Training is a combination of our Drupal Site Building, Drupal Layout and Theming, and Drupal Module Development training, delivered onsite or remote, over five days, for up to 10 participants.

Customer will be responsible for the reasonable and documented travel and living expenses incurred by Acquia’s staff in connection with the performance of Services.

Introduction to Drupal Training¶

Acquia’s Introduction to Drupal Training is Drupal in a day, onsite or remote, for up to 10 participants. It provides a broad introduction to the essential skills necessary when building websites with Drupal. This course is meant to be interactive. You will build a functioning Drupal website for our fictitious client Sociable Planet following the steps of this manual.

The procedures are introduced step-by-step and then reinforced with practice and challenges. Your instructor will help guide you through the process of establishing this new way of working. You’ll look at case studies of websites and reflect on your own experience to take the procedures you learn here back into your own work and any new situations you encounter. This course serves as a prerequisite to other Acquia Developer Training courses. By the end of the training, you will be able to:

• Describe key features and functionality provided by Drupal core
• Define Drupal terminology and describe concepts
• Explain and summarize how Drupal websites are constructed and themed
• Search for and use Modules to extend Drupal’s functionality
• Articulate the benefits of using Drupal to develop websites
• Model content types
• Create lists of content and other data

Prerequisites

• An understanding of website building using a Content Management System is helpful
• Experience using and building websites using systems such as WordPress, Joomla!, or HTML and CSS is helpful
• Familiarity with both JavaScript and PHP would be helpful but not necessary
• Assemble a website out of individual components

Customer will be responsible for the reasonable and documented travel and living expenses incurred by Acquia’s staff in connection with the performance of Services.

Drupal Site Building Training¶

This 2-day Drupal Site Building Training is meant to be interactive and is delivered onsite or remote, for up to 10 participants. The procedures are introduced step-by-step and then reinforced with practice and challenges. Your instructor will help guide you through the process of establishing this new way of working. You’ll look at case studies of websites and reflect on your own experience to take the procedures you learn here back into your own work and any new situations you encounter. This course provides a solid introduction to Drupal. It introduces and explains the most essential features and concepts of Drupal through hands-on activities. By the end of the training you will be able to:

• Describe key features and functionality provided by Drupal core
• Define Drupal terminology and describe concepts
• Explain and summarize how Drupal websites are constructed and themed
• Search for and use Modules to extend Drupal’s functionality
• Articulate the benefits of using Drupal to develop websites
• Model content types
• Create lists of content and other data
• Assemble a website out of individual components
• Get data into your database with fielded entities
• Create lists of content from the database and manage display on your website
• Understand all fundamental facets of building a Drupal website including how custom modules and themes are built
• Assemble a website out of individual components

Day 1: Introduction to Drupal

• Provides a solid introduction to Drupal. Introduces and explains the most essential features and concepts of Drupal through hands-on activities.

Day 2: Building Websites with Drupal

• Provides a comprehensive deep-dive into the essential skills necessary when building websites with Drupal.

Prerequisites

• An understanding of website building using a Content Management System is helpful
• Experience using and building websites using systems such as Wordpress, Joomla!, or HTML and CSS is helpful
• Familiarity with both JavaScript and PHP would be helpful but not necessary

Customer will be responsible for the reasonable and documented travel and living expenses incurred by Acquia’s staff in connection with the performance of Services.

Drupal Layout and Theming Training¶

Acquia’s Drupal Layout and Theming Training provides 2 days of comprehensive, hands-on training on Drupal theme and layout development delivered onsite or remote, for up to 10 people. This course provides a variety of approaches for making dynamic layouts in Drupal, and helps users to choose the right approach for their website. The course provides techniques and best practices for configuring a flexible and extendable layout for websites and enables users to get more control over the look and feel of their websites by creating custom themes in Drupal. By the end of the training you will be able to:

• Describe and work with Drupal’s theme layer
• Declare and use custom regions in a theme, theme settings
• Apply and utilize Stylesheets and JavaScript in a theme
• Build a sub-theme from a base theme

Prerequisites

• To get the most out of this course, you should have prior experience in site building with Drupal. A combination of Acquia’s Introduction to Drupal (or What’s New in Drupal) and Building Websites with Drupal would be ideal preparation for those with prior non-Drupal front end development experience
• Drupal related website configuration
• Content creation and maintenance
• Website building
• HTML and CSS skills are essential
• Familiarity with both JavaScript and PHP is helpful but not necessary

Customer will be responsible for the reasonable and documented travel and living expenses incurred by Acquia’s staff in connection with the performance of Services.

Drupal Module Development Training¶

Acquia’s Drupal Module Development Training assumes you’re an experienced site builder with Drupal. This 2-day training is delivered onsite or remote, for up to 10 participants. You know how to configure a Drupal website, but you’ve found limitations with what you can do with core and contributed modules. You do have experience with programming. While you don’t need to be an expert in PHP, you understand the basic constructs of programming enough to work with a new language. By the end of the training you will be able to:

• Describe Drupal’s hook system and development architecture
• Articulate the construction of Drupal modules
• Insert and extract data using Drupal’s core database abstraction layer
• Employ and articulate best practices, security techniques, conventions and coding standard

Prerequisites

• To get the most out of this course you should have prior experience in website building with Drupal. A combination of Acquia’s Introduction to Drupal (or What’s New in Drupal) and Building Websites with Drupal would be ideal preparation for those with prior non-Drupal experience
• Drupal related website configuration
  • Content creation and maintenance
  • Website building
• Familiarity with writing code in a text editor
• Programming experience with PHP is preferred, but any programming experience will be helpful

Customer will be responsible for the reasonable and documented travel and living expenses incurred by Acquia’s staff in connection with the performance of Services.

Drupal Back End Development Training (Bundle)¶

Acquia’s Drupal Back End Development Training is a combination of our Drupal Site Building Training, and Drupal Module Development Training, delivered onsite or remote, over 4 days, for up to 10 participants.

Customer will be responsible for the reasonable and documented travel and living expenses incurred by Acquia’s staff in connection with the performance of Services.

Drupal Front End Development Training (Bundle)¶

Acquia’s Drupal Front End Development Training is a combination of our Drupal Site Building Training, and Drupal Layout and Theming Training, delivered onsite or remote, over 4 days, for up to 10 participants.

Customer will be responsible for the reasonable and documented travel and living expenses incurred by Acquia’s staff in connection with the performance of Services.

Drupal Content Administration Training¶

Drupal Content Administration Training is a customized training, and requires two weeks lead time for content development, a planning call with the customer to outline the tasks requiring training, and administrative access to the custom application that is stable during the training development and delivery period. Deliverables for this training include a 1/2 day training, training manuals for participants, an editable version of the trainer presentation, which is the property of the customer, and a recording of the session.

The training is intended for those responsible for administering content on a Drupal application. The training manual, developed specifically for the participants, will help them navigate their new Drupal application, and complete the tasks outlined for their role as site administrators.

This course will make participants more efficient and productive on the job. It will also help them communicate with either an internal development team or an external developer on making improvements to an existing site.

By the end of the training you will be able to:

• Create, publish, unpublish and manage content and understand content types in Drupal.
• Add attached files, media or inline images/video to content.
• Relate content through terms, tags, internal linking, external linking and content references on an example website.
• Edit content according to SEO improvement procedures, customizing the URL, and metadata.
• Conduct tasks as a content creator, editor and light website building for comprehension of the system.
• Edit existing block or panel content in a hypothetical website.
• Create webforms and access data from webforms.
• Articulate the various roles and permissions in a typical Drupal website.
• Manage users, review roles and permissions, and change account settings.
• Manage spam, problem users or spammers.

Customer will be responsible for the reasonable and documented travel and living expenses incurred by Acquia’s staff in connection with the performance of Services.

Acquia Platform Certification Exam Vouchers - 10 pack¶

Exclusively for Acquia Customers and Partners, Acquia product certification exam vouchers are available in bulk, and entitle the bearer to a single attempt at any of our Acquia Platform certification exams, conducted through Acquia Academy. Vouchers purchased in bulk (10 attempts) do not expire and are not replaceable if lost. Exam retakes are not included. An exam voucher is required for each attempt. Contact your Customer Success Manager, Account Manager, or Partner Manager if interested in purchasing bulk exam vouchers.

Available exams - Acquia Certified Cloud Pro Exam - Acquia Certified Campaign Studio Marketing Pro Exam - Acquia Certified Personalization Marketer Exam - Acquia Certified Personalization Developer Exam - Acquia Certified Site Factory Pro Exam - Acquia Certified Site Studio Site Builder Exam

Acquia Drupal Certification Exam Vouchers - 10 pack¶

Exclusively for Acquia Customers and Partners, Acquia Drupal certification exam vouchers are available in bulk, and entitle the bearer to a single attempt at any of our Drupal certification exams, conducted through Acquia Academy. Vouchers purchased in bulk (10 attempts) do not expire and are not replaceable if lost. Exam retakes are not included. An exam voucher is required for each attempt. Contact your Customer Success Manager, Account Manager, or Partner Manager if interested in purchasing bulk exam vouchers.

Available exams - Acquia Certified Drupal Site Builder Exam - Acquia Certified Drupal Developer Exam - Acquia Certified Drupal Front End Specialist Exam - Acquia Certified Drupal Back End Specialist Exam

CDP Base Implementation¶

The CDP base platform deployment and setup covers the base CDP tenant deployment, which is required for all new CDP subscriptions. Acquia will set up and deploy the base CDP application in the Acquia development and production environments. Two Acquia consultants will deliver the CDP Base Implementation remotely over the course of ten (10) consecutive business days.

The scope of the CDP Base Implementation includes the following:

• Deploying the application for Customer use.
• Setting up user access.
• Creating any required SFTP accounts for data sharing.
• Setting up any required workflows for data ingestion and extraction, including the setup of the Acquia CDP API tracker that enables the customer to send data to the CDP using the Acquia API engine.
• Configuring the standard identity resolution rules engine (fuzzy name and fuzzy address match) required for data deduplication and identity matching.

This engagement does not cover any Customer-specific configurations or enhancements to the Customer’s CDP tenant. All Customer-specific configurations and enhancements will be managed under a separate statement of work.

CDP Small Development Project¶

Acquia will provide expert support related to CDP. The 10-hour block engagement provides a Customer with a fixed capacity of 10 technical development hours delivered remotely over a one-week period to implement changes to the Customer’s CDP implementation. This engagement may cover the following tasks:

• Requirements Validation: review of the requests and validation of the approach and effort to implement.
• Configuration Updates: modifications to Customer’s application configurations for CDP.
• Hands-on implementation assistance: CDP code development.
• Support for testing: support for testing of the completed tasks by the Customer during the engagement.

It is assumed that all prerequisites, such as data feeds, are in place before the kickoff of the engagement. Travel and expenses, if needed, will be billed separately.

CDP Ongoing Services¶

Customers are entitled to receive an average amount of Standard Professional Services work per month.

Special Professional Services are available at additional cost.

For more details, see Customer Data Platform.

Acquia DAM Enterprise Implementation¶

Professional Services Implementation for digital asset management Services consisting of the Assets and Portals applications (“DAM”) includes an assigned Professional Services Implementation Consultant (IC) and other staff as needed, who will work with Customer’s selected team responsible for engaging with the single business unit or brand the IC will be implementing within a single Site. Implementation for all other options including Workflow, Templates, Entries applications, and any integrations may commence after the DAM Implementation completion. Customer’s team members will be identified prior to the commencement of the engagement, including one primary and one backup team member responsible for working with the IC during the entire Implementation process through to go live (“Go Live”) status. The Implementation schedule will be mutually agreed in advance between Customer and IC. Implementing additional brands and working with other Customer teams will be separately quoted. Repetition of completed IC sessions will also be separately quoted. If Customer intends to launch the DAM in phases (multiple Go Live statuses), the IC is responsible only for the first Go Live status completion.

In the case of time zone differences above eight (8) hours, extended hours of availability are 5:00 a.m. to 8:00 p.m., Central Time (CT), Monday through Friday (excluding national holidays), for web and phone conference meetings, with a 50/50 split of meeting times during each party’s business hours.

Consulting sessions

The IC will conduct consulting/strategy sessions with Customer via teleconferencing and work with the key stakeholders on specific topics. Customer and IC will mutually decide upon the detailed agendas, the frequency, and the timing.

DAM metadata and category structure strategy

The IC will assist Customer in creating a search structure strategy optimized for search, scalability, and ease of use.

The IC will:

• Provide preliminary recommendations about the metadata and category strategy based on best practices, and other information sources, as necessary.
• Meet with the project team to review recommendations and fully define the metadata strategy.
• Coordinate configuration of metadata fields and controlled vocabulary values with key stakeholders.
• Provide project team homework and coaching as needed for creation of any additional fields, values, or types.

DAM user role and asset group permissions strategy

The IC will define and create the User roles and asset groups with appropriate permissions within the Customer’s site.

The IC will:

• Provide preliminary recommendations on the permissions structure.
• Meet with key stakeholders to review how User roles and asset groups combine to create the overall Site governance model.
• The IC will provide an overview of the governance model.
• Map out the initial role and asset group assignments and provide key stakeholders homework and coaching as needed for creation of additional roles and asset groups.

Admin Training (conducted in Customer Site):

Personalized training session in the Site to train administrators on the administrative tasks needed to manage their site. Sessions will review Customer-specific considerations and workflows.

DAM implementation completion and GO LIVE qualifications

• Core site configurations are complete.
• Onboarding and/or orientation for optional applications, integrations or plugins will be configured after Go Live.
• All goals related to the following will have been successfully completed:
  • Site branding
  • Metadata and search settings
  • Roles, asset groups, and upload profiles
  • Migration of desired assets is complete and accessible in the site
  • Metadata applied to assets by Acquia via metadata import or by customer as manual tagging within the site
  • Single Sign-On (if purchased)
  • Vanity URL (if purchased)
  • Clarifai Auto Tagging (if purchased)
  • Customer Site Administrator training has been completed

Acquia DAM Full Service Implementation¶

Professional Services Implementation for digital asset management Services consisting of the Assets and Portals applications (“DAM”) includes an assigned Professional Services Implementation Consultant (IC) and other staff as needed, who will work with Customer’s selected team responsible for engaging with the single business unit or brand the IC will be implementing within a single Site. Implementation for all other options including Workflow, Templates, Entries applications, and any integrations may commence after the DAM Implementation completion. Customer’s team members will be identified prior to the commencement of the engagement, including one primary and one backup team member responsible for working with the IC during the entire Implementation process through to go live (“Go Live”) status. The Implementation schedule will be mutually agreed in advance between Customer and IC. Implementing additional brands and working with other Customer teams will be separately quoted. Repetition of completed IC sessions will also be separately quoted. If Customer intends to launch the DAM in phases (multiple Go Live statuses), the IC is responsible only for the first Go Live status completion.

In the case of time zone differences above eight (8) hours, extended hours of availability are 5:00 a.m. to 8:00 p.m., Central Time (CT), Monday through Friday (excluding national holidays), for web and phone conference meetings, with a 50/50 split of meeting times during each party’s business hours.

Consulting sessions

The IC will conduct consulting/strategy sessions with Customer via teleconferencing and work with the key stakeholders on specific topics. Customer and IC will mutually decide upon the detailed agendas, the frequency, and the timing.

DAM metadata and category structure strategy

The IC will assist Customer in creating a search structure strategy optimized for search, scalability, and ease of use.

The IC will:

• Provide preliminary recommendations about the metadata and category strategy based on best practices, and other information sources, as necessary.
• Meet with the project team to review recommendations and fully define the metadata strategy.
• Coordinate configuration of metadata fields and controlled vocabulary values with key stakeholders.
• Provide project team homework and coaching as needed for creation of any additional fields, values, or types.

DAM user role and asset group permissions strategy

The IC will define and create the User roles and asset groups with appropriate permissions within the Customer’s site.

The IC will:

• Provide preliminary recommendations on the permissions structure.
• Meet with key stakeholders to review how User roles and asset groups combine to create the overall Site governance model.
• The IC will provide an overview of the governance model.
• Map out the initial role and asset group assignments and provide key stakeholders homework and coaching as needed for creation of additional roles and asset groups.

Admin Training (conducted in Customer Site):

Personalized training session in the Site to train administrators on the administrative tasks needed to manage their site. Session will review Customer-specific considerations and workflows.

DAM implementation completion and GO LIVE qualifications

• Core site configurations are complete.
• Onboarding and/or orientation for optional applications, integrations or plugins will be configured after Go Live.
• All goals related to the following will have been successfully completed:
  • Site branding
  • Metadata and search settings
  • Roles, asset groups, and upload profiles
  • Migration of desired assets is complete and accessible in the site
  • Metadata applied to assets by Acquia via metadata import or by customer as manual tagging within the site
  • Single Sign-On (if purchased)
  • Vanity URL (if purchased)
  • Clarifai Auto Tagging (if purchased)
  • Customer Site Administrator training has been completed

Acquia DAM Entries Implementation¶

The Entries implementation includes sessions with the Customer’s assigned Professional Services Implementation Consultant (IC) per the table below, to begin once DAM implementation is complete. A Session is defined as a one-hour web meeting. The process will involve dedicated time from Customer’s system administrators and the assigned IC to properly identify application configuration. The Customer will be expected to complete homework including assigned site configurations following each Session and prior to the next Session. Customers will have the option of meeting weekly or semi-weekly.

In the case of time zone differences above eight (8) hours, extended Implementation phase hours of availability are 5:00 a.m. to 8:00 p.m CT for meetings, with a 50/50 split of meeting times during each party’s normal business hours.

Entries implementation completion qualifications

Your team will be set up for long-term success when we have accomplished the following:

• Collect - Import, map, and transform data, which often comes from various sources and requires sanitization.
• Consolidate - Clean, merge, and consolidate data. Create a single source of truth for product information, and eliminate duplicates by creating and grouping attributes.
• Enrich - Import existing product information into appropriate attributes and supplement where necessary. Review against channel guidelines/requirements.
• Distribute - Create channels for data to be easily exported to partners (typically in CSV or XML format).
• Train - Equip your admin and contributor teams with tools and skills to maintain and enhance the platform moving forward.

Acquia Edge Implementation and Enablement for Cloudflare¶

Acquia will provide the Edge Implementation and Enablement for Cloudflare services below only if purchased by Customer, as indicated in the Order.

Customer may purchase an Acquia Edge Implementation and Enablement for Cloudflare for each Order that includes Edge Security or Edge CDN services. The Quick Start services are performed over the course of two weeks and include:

• Edge initial account provisioning assistance, including set up for (i) one initial Customer account, (ii) one initial Customer Domain, and (iii) up to ten additional users, with role assignments.
• Familiarization with Edge Security and/or Edge CDN through an introduction and guided walkthrough of the administration dashboard, available as self-guided training in Acquia Academy.
• Initial configuration of the first production website Domain hosted through Acquia Cloud Platform Enterprise or Site Factory within Edge using either the CloudFlare nameserver or CNAME approach.
• Assistance with discovering and implementing Edge features (for example, page rules for business specific caching policy) for up to one Domain, up to a maximum of five hours conducted within two weeks after introduction and guided walkthrough.

The services are 10 hours and performed remotely over a period of up to five days

Acquia Edge Implementation and Enablement for Akamai¶

Customer may purchase an Acquia Edge Implementation and Enablement for Akamai for each Order that includes Acquia Edge powered by Akamai services. The Quick Start services are performed over the course of two weeks and include:

• Edge powered by Akamai initial account provisioning assistance, including setup for (i) one initial Customer account, (ii) one initial Customer Property, and (iii) up to ten additional users, with role assignments.
• Familiarization with Edge powered by Akamai through an introduction and a guided walkthrough of the administration dashboard.
• Initial configuration of the first production website Domain hosted through Acquia Cloud Enterprise or Acquia Cloud Site Factory within Edge powered by Akamai.
• Assistance with discovering and implementing Edge powered by Akamai features (for example, Dynamic Site Accelerator and Kona Site Defender) for one property, up to a maximum of five hours conducted within two weeks after introduction and guided walkthrough.

The services are 10 hours and performed remotely over a period of up to five days.

Acquia Edge Advanced Bot Management for Akamai¶

Edge Advanced Bot Management is designed to apply various detection techniques in order to:

 (a) determine whether a client making port 80 HTTP or port 443 HTTPS requests is a bot or human.

 (b) identify and categorize bots into known bot categories.  

Customers may define and apply policies to implement response actions to bot traffic in different categories. Edge Advanced Bot Management includes all the features of the standard Edge Bot Management solution, including Edge WAAP and Edge CDN, active bot detections and browser validation, and advanced and challenge actions enabling customers to tailor and customize their bot management policy. Edge Advanced Bot Management is powered by Akamai.

Acquia Edge Emergency Implementation and Enablement for Akamai Add-on¶

Customers can purchase emergency onboarding services to receive next business day start and hands-on onboarding for Edge powered by Akamai. Must be purchased in conjunction with the Acquia Edge Implementation and Enablement for Akamai engagement.

Platform Migration Services¶

The Platform Migration Services will migrate Customer’s existing Code Base to Cloud Platform (Acquia Cloud Platform Enterprise or Acquia Cloud Platform Professional). The destination Code Base shall be configured to the same major version as the source Code Base. Prior to Acquia performing Migration Services, Customer shall ensure its website is running on a version of PHP supported by Acquia as defined in the Support Users Guide. Customer shall provide Acquia with an administrative login to the Code Base to be migrated, and have a technical point of contact familiar with Drupal.

Migration Services include:

• Initial, intermediate, and final migration of a single Code Base, database, and associated file assets. Acquia will provide up to three syncs of the website during the migration.
• Configuration changes to settings.php to connect to Cloud Platform.
• A basic review of Customer’s existing Drupal site configuration, module selection, and code for potential availability risks.
• Migration regressions root cause analysis and recommendations.
• Installation of the Acquia Connector and Acquia Search, if applicable.
• Security upgrades for core and contributed modules to the major version.

Acquia performs Platform Migration Services remotely, and requires an administrative login to Customer’s website. Customer agrees to cooperate with Acquia to the extent necessary for Acquia to perform the services. Customer shall also provide Acquia with access to Customer’s personnel.

After the migration, Acquia will conduct a light infrastructure site audit to determine whether any issues with the website may cause the launch to be unsuccessful. After the audit, Acquia will disclose any risks to Customer and suggest mitigation. Customer may either resolve the risks themself or engage Acquia at its standard professional services rates to fix the risks. Customer may buy a full infrastructure site audit for an additional fee and subject to a separate Order.

In the event Acquia determines additional storage or servers are insufficient to migrate Customer’s website, Acquia will inform Customer and Acquia will provision the additional necessary storage or capacity at Customer’s expense. All communication and documentation will be tracked using Acquia’s ticketing system.

Project duration is fixed based on the migration package purchased, and the timeline for engagement is dependent upon both teams’ execution of various milestones. Migrations are available in small, medium, large, and extra-large options, depending on the size and complexity of Customer’s project. Customer should anticipate at least three weeks to complete a small platform migration. The duration increases with the size and complexity of the migration. Additional time can be added to the timeline with a custom engagement.

Extended Migration Services¶

This service complements the Acquia Platform Migration Services. It includes additional tasks performed or assisted by an Acquia Professional Services Technical Architect.

This offering is for customers who wish to migrate their Drupal websites between subscriptions or data centers on Cloud Platform. The assumptions outlined in Acquia Platform Migration Services also apply to this offering.

Activities included with this offering are:

• Analysis of source and target environments.
• Configuration of the environments on target the Acquia Cloud subscription. For example, PHP settings, keys for integrations, and Acquia Search.
• Assistance with configuration of DNS, SSL, CDN, and changes to IP allowlists.
• Migration of domains.
• Tests of the website on the target environment.

Drupal SSO Configuration Support¶

The goal of the Single Sign-On (SSO)-Drupal SAML/LDAP configuration engagement is to assist customers in making the correct changes to the SimpleSAMLphp configuration that allows their Drupal site to work correctly with their SAML 2. 0 compliant Identity Provider (IdP). This engagement isn’t a replacement for the Customer involvement in the configuration. Acquia will assist the Customer’s Drupal team and coordinate with Customer’s identity provider team in the configuration of SimpleSAML/LDAP federated login services as a package available in small, medium, large, and extra-large options, depending on the size and complexity of Customer’s Drupal project. The SimpleSAMLphp engagement offering is limited to ensuring the implementation of a standard configuration that allows Drupal to authenticate against the customer’s IdP. This process requires that the customer either already have an IdP, or have someone available during the engagement with knowledge of how their IdP is configured. While the platform supports IdP first-flow or IdP initiated authentication, Acquia has limited visibility into these configurations. This offering assumes Service Provider (SP) initiated authentication. With SP initiated, Acquia can more thoroughly test the application from the SP side and view the corresponding logs.

The SimpleSAMLphp offering isn’t a general single sign-on solution. It doesn’t cover customization of the interaction between Drupal and the IdP, or the ability to shape and use the data returned by the IdP other than to the use the simpleSAMLphp Authentication Drupal module to allow Drupal users to be created and authenticated by the IdP.

Requirements

• The customer has one or more SAML 2.0 compliant IdPs identified and lined up.
• The customer has a primary technical contact at each IdP.
• The customer uses SimpleSAMLphp for the SP and the SimpleSAMLphp Authentication module to integrate with Drupal.

Acquia responsibilities

• Install and configure SimpleSAMLphp and the SimpleSAMLphp Authentication module to communicate with the customer’s chosen IdP.
• Assist and advise with troubleshooting SimpleSAMLphp to function against customer’s identified IdPs, including coordinating developer and IdP technical resources.
• Provide the following services for the number of sites based on the engagement package:
  • Each of a customer’s Dev, Stage, and Prod environments count as a separate site. If the customer wants all three of these to authenticate against their IdP, that would account for three sites.
  • In a Drupal multisite, each website will count three times towards the total number of sites for the Acquia packaged engagement, meaning that a multisite with three sites on the three environments (Dev, Stage, Prod) totals nine sites for purposes of the Acquia packaged engagement.
• Coordinate through Acquia’s ticketing system.
• Provide one coordination conference call per site. If the customer purchases a small engagement, Acquia will participate in up to three coordination calls. If the customer purchases a large engagement, Acquia will participate in up to nine coordination calls.
• Collaborate with Customer’s technical resources for testing the SimpleSAMLphp configuration.

Customer responsibilities

• Obtain and install SP metadata at the IdP.
• Collaborate with Acquia technical resources for testing the SimpleSAMLphp configuration.
• Ensure the availability of technical resources with access to and knowledge of the IdP.
• Own all custom code and testing of custom workflows beyond what’s provided by the SimpleSAMLphp Authentication Drupal module and the SimpleSAMLphp library.
• Own testing and validation of all Drupal configurations and workflows that integrate with the simpleSAMLphp Authentication module functionality (including custom role assignments and cookie based redirection).

Small Offering: Up to three (3) sites on Acquia Cloud or Acquia Cloud Professional

Medium Offering: Up to six (6) sites on Acquia Cloud or Acquia Cloud Professional

Large Offering: Up to nine (9) sites on Acquia Cloud, Acquia Cloud Professional or Acquia Site Factory

Over nine (9) sites requires a custom SOW.

Application Review¶

Acquia will use its expert knowledge to evaluate a Drupal application for adherence to best practices. These best practices include application architecture, development standards and practices, static performance analysis, configuration management, and security. The review will be delivered remotely over ten (10) days. The scope of the review will include the following:

• Technical architecture walkthrough and analysis: Customer will provide Acquia with a walkthrough of the technical architecture, installed Drupal modules, content types and taxonomies, and the theme. Acquia will document and provide a holistic analysis of the application based on each layer.
• Contributed module review: Review contributed modules to check for up-to-date versions and patches and whether best community supported modules were selected.
• Static performance and scalability assessment: Performance assessment using static analysis techniques
• Content lifecycle management review: Review the lifecycle for content from authoring through editorial review and publication is optimized to support the required editorial process.
• Configuration management assessment: Review and assess that proper procedures are followed for managing changes to the application through the development process.
• Custom module walkthrough and static analysis: If custom modules are included, Acquia will conduct code walkthroughs to review the implementation against the best development practices.
• Security analysis: High-level security review of the Drupal configuration (user roles and permissions, and other areas that are prone to insecure misconfiguration).

Within five (5) business days after the conclusion of the audit, Acquia will deliver a Application Review Report that includes our audit findings, Acquia recommendations for improvement in each of the areas evaluated, and a high-level estimation to complete this remediation.

Architecture Planning¶

Acquia will define a technical architecture for a new single-site build on the Acquia Cloud Platform based on the Customer’s business requirements. An Acquia consultant will remotely deliver the Architecture Planning over the course of ten (10) consecutive days.

Architecture Planning includes:

• Requirements review: Review of existing functional, design, and business requirements.
• Component architecture: Map requirements with available contributed Drupal modules, and propose design for custom modules.
• Content Architecture: Design the content types, fields, views, taxonomies, and publishing workflows.

Within five (5) business days after the conclusion of the workshop, Acquia will provide a report describing the recommended technical architecture. If required, travel and expenses will be billed separately.

Advanced Architecture Planning¶

Advanced Architecture Planning is designed to define a technical architecture for a new platform build, large website build, or build with multiple products based on the Customer’s business requirements. An Acquia consultant will remotely deliver Advanced Architecture Planning over the course of twenty (20) consecutive days.

The scope of Advanced Architecture Planning includes the following:

• Requirements review: Review of existing functional, design, and business requirements.
• Component architecture: Map requirements with available contributed Drupal modules, and propose design for custom modules.
• Content Architecture: Design the content types, fields, views, taxonomies, and publishing workflows.
• Product Architecture Recommendations: Provide recommendations for product usage and technical architecture.

Within five (5) business days after the conclusion of the engagement, Acquia will provide a report describing the recommended technical architecture. If required, travel and expenses will be billed separately.

Acquia Cloud Platform Enterprise Help and Advice¶

The Cloud Platform Enterprise Help and Advice offering is targeted at new or existing customers/partners who have limited experience with Acquia products and/or Drupal and need assistance in implementing Cloud Platform Enterprise.

Acquia will provide technical and project management expertise embedded with a Customer team and guide them through the implementation of an Cloud Platform Enterprise solution using Acquia’s proven approach, tools and methodology. The objective is to have the Customer operating effectively on their own using the best practices provided by the end of the engagement.

The scope of the Cloud Platform Enterprise Help and Advice offering includes the following:

• Technical Architecture: Work with the Customer to architect and oversee the building of an application that meets the Customer’s business needs on Cloud Platform Enterprise.
• Developer Tooling and Environment Setup: Provision and configure Acquia’s recommended tool set for Cloud Platform Enterprise implementation including code repository,continuous integration, and issue tracking. Get developers ready for development with a local development environment in place for each.
• Technical Assessment and Guidance: Assess Customer’s development team to review skills and capabilities necessary for a successful Drupal implementation on Cloud Platform Enterprise. Acquia Technical Architect works side-by-side with Customer’s technical team to provide guidance for architecture, configuration and development. Instruction will be provided on code review, code merging, and code deployment. Knowledge transfer on the advanced tool set and processes specific to Cloud Platform Enterprise including Drupal development best practices for Cloud Platform Enterprise. Includes one Drupal Immersion for Developers Training (Bundle).
• Product Development Guidance: Acquia Program Manager works side-by-side with Customer’s project management and product owners to implement a development methodology. Key areas of focus include creation of user stories and acceptance criteria, story sizing, planning, tracking, demonstrations, user acceptance testing, and retrospectives.
• Launch Readiness: Assist Customer to ensure that the Customer’s application is ready for launch on Cloud Platform Enterprise. Acquia’s performance engineers will identify bottlenecks and assist the Customer with making changes to the Customer code and configuration. Acquia will conduct a Security Audit for adherence to recognized security best practices and identify commonly exploited security holes, and provide recommendations on how to mitigate potential issues.

Acquia will deliver the Acquia Cloud Platform Enterprise Help and Advice engagement remotely over a period of up to nineteen (19) consecutive weeks, with seven (7) weeks of support to get started and twelve (12) weeks of guidance during the development phase. Services will be delivered by an Acquia Technical Architect (TA) and Program Manager (PM) for up to 300 total hours. If required, travel and expenses will be billed separately.

Content Hub Readiness¶

Acquia will work with the Customer’s team to perform an analysis of their content syndication requirements and provide recommendations to support the Content Hub implementation phase. The services are performed remotely over six days. Five consecutive days will be spent on the initial analysis of the Customer’s requirements and site architecture, resulting in an implementation recommendation. This will be followed by a one-day review, just prior to launch, to determine if the recommendations have been followed.

Customers must complete Content Hub onboarding steps prior to the engagement so they are familiar with:

• Content Hub introduction, concepts and usage
• Installing and configuring the Content Hub modules

The initial engagement will include the following:

• Review and analysis of content syndication requirements and use cases
• Review of the volume and frequency of syndication
• Audit of Drupal content architecture
• Review of third-party integrations and custom code
• Review of development and deployment processes
• Identification of key challenges and risks including performance and capacity requirements
• Provision of an implementation recommendation report

The pre-launch review and audit will include the following:

• Review of Content Hub implementation against recommendations
• Identification of any issues or risks ahead of launch
• Final recommendations for a successful launch

At the conclusion of the initial five-day analysis, Acquia will provide an implementation recommendation report.

Custom Consulting¶

Acquia will provide expert help and advice related to the Acquia platform.

This engagement may cover one or more of the following topics:

• Success Metrics Review: A review of Customer’s high-level goals of the project to define clear success criteria, organization of KPIs, executive level goals, or initiatives.
• Requirements review: High-level review of functional, design, and business requirements.
• Change management and process requirements: Review business processes around prioritization, intake, and corporate culture, communication, and socialization practices.
• Organizational models: Define how resources are used, establish roles, responsibilities, and ownership, develop decision-making models, and review governance structure.
• Technical best practices: Coding and security standards, deployment management, local development strategy and tools.
• General recommendations: Making the most of open source, working with the Drupal community, creating a culture of innovation, recruitment and hiring.
• Hands-on implementation assistance: Office hours, project-level consultation and assessments, certification planning and assistance.
• Other topics as defined in the Services Addendum.

Acquia will invoice Customer 50% on execution and 50% on completion. If required, travel and expenses will be billed separately.

Small Offering

On a weekly basis, Acquia will provide the Customer with a written weekly update. Acquia will deliver up to 40 hours of consulting over 4 weeks.

Medium Offering

On a weekly basis, Acquia will provide the Customer with a written weekly update. Acquia will deliver up to 80 hours of consulting over 8 weeks

Large Offering

On a weekly basis, Acquia will provide the Customer with a Weekly Findings and Status Report. One or more Acquia consultants will deliver up to 240 hours of remote consulting over 16 weeks.

Acquia DAM Strategy Workshop¶

90 minutes of strategic consulting related to DAM concepts, implementing sustainable asset workflows, governance, maintenance, and administration best practices for Acquia DAM is provided. All session topics are tailored to the specific business need of the customer.

Possible topics:

• DAM Vision: High-level review of business requirements and strategic direction for DAM.

• Security: Asset Groups and Roles and associated permissions consultation to align with asset distribution strategy.

• Search: Taxonomy and Metadata consultation to support searchability and user experience.

• User Adoption: Boost user adoption and sustain user engagement with supportive DAM workflows and high impact branding.

• Portals: Design Portals strategy and associated workflows that leverage available Portals functionality in the most efficient way for your organization to reach all desired audiences.

• Asset Migration Planning: Timing, technical considerations and impact to current DAM structure.

• Custom topic: Work with your Account team to scope a custom topic for a strategy workshop suited for your current DAM needs.

Customer is invoiced 100% on execution.

Acquia DAM Admin Empowerment¶

A 2 (two) session engagement designed for both new and existing DAM administrators to boost confidence in understanding and owning the current configuration structure of their DAM, and provide education and best practices on how to effectively manage assets, configurations, and users moving forward.

Session topics: Over the course of two 60-minute sessions, an Acquia DAM consultant will review foundational elements of your DAM, share your site assessment, discuss administrative tools and best practices, and enable the administrator to make strategic and tactical updates to the site.

The two sessions will be scheduled within a 30-day period to allow administrators to test, review, and formulate questions or ideas between sessions.

Included deliverables:

• Site Assessment: provides metrics that reflects high level configurations and current utilization, including: number of assets, users, asset groups, roles, metadata types, fields, categories, upload profiles, features enabled/disabled and additional detail and takeaways, if applicable.

• Custom DAM Admin Schedule: provides details on recommended admin maintenance activities.

Customer is invoiced 100% on execution.

Acquia DAM Site Audit¶

A thorough audit of the DAM is conducted in its current state. Deliverables include a completed Site Assessment, Site Map, and a single 1 hour Site Audit Review Session with Acquia experts who will guide you through provided documentation and provide high-level recommendations based on findings.

Deliverables in spreadsheet format:

• Site Assessment: Metrics that reflect high level configurations and current utilization, including: number of assets, users, asset groups, roles, metadata types, fields, categories, upload profiles, features enabled/disabled and additional detail and takeaways if applicable.

• Site Map: A detailed view of the configurations including, Security Structure (asset groups and role permissions), Search Structure (category structure and metadata schema), Upload Profiles.

• List of: All assets and associated data, all users, active global collections, active portals downloads, active portals views, assets in portals, collections in portals.

  Allow minimum 3 weeks from signature for Site Audit Deliverables to be completed.

  Customer is invoiced 100% on execution.

Acquia DAM Site Optimization¶

Site Optimization service is designed for existing customers to strategize, audit, and update their existing DAM solution.

Examples of when a Site Optimization may be needed:

• DAM Expansion to new teams or regions

• Company Acquisition or Divesting

• Company re-org that creates major changes in DAM workflows

• User Experience and/or adoption needs improvement

The Site Optimization engagement includes:

• 30-minute Project Kickoff Meeting to define roles and responsibilities, expectations, schedule future sessions, and review Site Assessment deliverable (documented metrics that reflect high level configurations and current DAM utilization to assist in discovery activities).
• 90-minute Discovery Workshop to articulate the scope, objectives, and success metrics for DAM optimization. Strategy Framework will be documented and shared with Customer to provide the focus needed for a successful project, as well as providing a strategic basis for Customer long-term DAM.
• 60 minute Site Optimization Sessions (number of sessions scoped pre-sale): Through collaboration and feedback with the customer, we will work alongside you to update your DAM according to Discovery and Strategy. A managed services consultant will be available to complete the agreed-upon changes to your configurations and (if applicable) updates to your existing assets and users during this time period.
• 30 minute Project Transition Meeting: which marks the end of the engagement and review of final Deliverables. (Post-Site Optimization Roadmap and Custom DAM Admin Schedule which will detail all accomplishments made in Site Optimization and provide next steps for future initiatives and maintenance activities. This is your blueprint for continued success with your new DAM system).

Customer is invoiced 100% on execution.

Acquia DAM Standard Metadata Import¶

Acquia can script an import for metadata migration from an external system, if the external system can provide an XLS, XLSX or CSV format. A map is set up to direct the matching of old metadata fields to new metadata fields. The filenames in the Customer-supplied electronic file must match exactly the filenames of the assets, to determine what files match unique sets of metadata. Note: This metadata import can update Categories, Release Dates, Expiration Dates, or Asset Groups if requested. Currently this can not be done via the customer facing metadata importer.

Refer to the Metadata Import Best Practices document in the Support Center for more information about creating metadata spreadsheets.

Customer will submit a spreadsheet file and Acquia will review it. If changes are required, the file will be sent back to the customer. Once the file is ready, Acquia will import the metadata to the site. If any errors are identified during the process, the file will be sent back to the customer.

Average timeline for metadata imports is two weeks after project kickoff.

This engagement must be used within one year from time of signature.

Acquia DAM Standard Asset Migration¶

Digital assets for Customer are uploaded from an external hard drive, or alternatively Acquia provides access for a AWS S3 Transfer. Acquia will identify duplicate files per drive and provide options for handling duplicates. Customer provides corresponding Upload Profile for migration, with the option of matching each parent folder with a unique Upload Profile. Acquia can also capture the original filepath of the customer’s folder structure in a metadata field for each asset.

The timeline for a migration depends on the number and size of your files. On average, customers can expect 2 weeks for each asset migration.

This engagement must be used within one year from time of signature.

Acquia DAM Launch Readiness¶

Launch Readiness service is a 4 (four) session engagement designed for existing customers to move from DAM implementation go live to launch phase. DAM experts will provide support and advice over a 6 week period as you ready your site for user onboarding, branding, metadata tagging and imports, and explore options to further optimize the DAM with automation. This excludes end user training, user documentation, asset migrations.

Customer is invoiced 100% on execution.

Acquia DAM Ecosystem Design¶

Acquia DAM Ecosystem Design is a 4 (four) session engagement that explores a customer’s asset workflows and identifies opportunities to integrate DAM with other organizational tools.

Over the course of four 90-minute sessions, an Acquia DAM expert will guide you through discovering, prioritizing, and planning for your future DAM Ecosystem that is suited for your unique asset lifecycle needs.

• This engagement includes strategic advice on asset workflows and associated DAM configuration updates to satisfy integration needs.
• This engagement excludes technical guidance on API and/or building integrations.
• The prerequisite for this engagement is to ensure that DAM Implementation is complete.
• The deliverable for this engagement is an action plan that outlines the strategic next steps for the Customer to move forward with their DAM Ecosystem plans.

Customer is invoiced 100% on execution.

Acquia DAM Governance¶

Acquia DAM Governance is a 3 (three) session engagement to aid Customer in developing a governance plan. Over the course of 3 (three) 60-minute sessions, an Acquia DAM expert will help you document current governance policies and identify gaps for further documentation.

• This engagement includes a governance template and guidance on completion, including where to keep this documentation and when to revisit.
• This engagement excludes strategic advice on asset workflows and associated DAM configuration updates.
• The prerequisites for this engagement are to ensure that DAM implementation is complete and there is a defined DAM admin. The admin should complete the DAM Administration courses on Acquia Academy to get the most from these sessions.
• The deliverables for this engagement are a governance document in progress, an action plan that outlines additional governance documentation to complete, and an admin schedule that follows the governance plan as outlined.

Customer is invoiced 100% on execution.

Acquia DAM Managed Services - Small¶

Offers up to 10 hours of hands-on tactical DAM assistance for a specific business need. Requires a main point of contact that will communicate desired tasks for Managed Services Consultant throughout the course of the project. Could include the following: Updating admin configurations, clearing pending delete and conflict queues, adding previews, adjusting Portal or Dashboard settings, updating metadata on assets based on clear business rules. (excludes: Workflow, Entries and Templates applications)

Customer is invoiced 100% on execution.

Acquia DAM Managed Services - Medium¶

Offers up to 20 hours of hands-on tactical DAM assistance for a specific business need. Requires a main point of contact that will communicate desired tasks for Managed Services Consultant throughout the course of the project.

Could include the following: Updating admin configurations, clearing pending delete and conflict queues, adding previews, adjusting Portal or Dashboard settings, updating metadata on assets based on clear business rules. (excludes: Workflow, Entries and Templates applications)

Customer is invoiced 100% on execution.

Acquia DAM Asset Export¶

Offers an export of all of the assets, specific asset groups, or another subset of assets within a singular DAM instance. Assets can be provided on either an Amazon S3 bucket or a hard drive. Assets will not be deleted from the DAM as part of this engagement.

If an S3 bucket is chosen, the exported assets must be retrieved within 90 days. After 90 days, the S3 bucket will be deactivated, after which time the exported assets cannot be later retrieved from the S3 bucket. Acquia shall have no liability for any assets not retrieved from an S3 bucket within the retrieval period.

Customer is invoiced 100% on execution of the completed asset export. 

Development Skills Assessment¶

Acquia will assess and prepare a Customer’s development team (up to 5 people) for Acquia Drupal certification.

The scope of the Assessment includes:

• Technical Skills Assessment Survey
• Code Review by a Technical Architect
• Drupal Immersion Training
• Technical Learning Plan on Acquia Academy covering Acquia Products
• Office hours support and coaching on Acquia Products and Drupal

Acquia will assess the team and provide a recommended training plan remotely over the course of ten (10) consecutive business days. Services include one Drupal Immersion Training and 5 certification credits. Acquia will provide additional remote consulting hours of up to 4 hours per week for 12 weeks immediately following the assessment. If required, travel and expenses will be billed separately.

Discovery¶

Acquia will define requirements and set a scope, timeline, and budget for the development of a single application using Acquia products. Two Acquia consultants will deliver the Discovery remotely over the course of fifteen (15) consecutive business days.

The scope of the Discovery includes the following:

• Success Metrics Definition: Establish Customer’s specific key performance indicators to define clear success criteria.
• Functional Requirements Review: A discussion of requirements for the application, including the overall capabilities of the application, governance and workflow, and review of any existing Customer designs, user experience documentation, user stories, or existing applications.
• Integrations: A review of integrations between the application and other systems, which may include front-end systems, advertising management systems, media management systems, document management systems, and authentication and authorization systems.
• Migration Discovery: A review of legacy systems from which data will be migrated. Acquia will assist Customer to identify required data schemes and systems access requirements.
• Risk Identification: A review of possible risks and their mitigation across the areas of design, knowledge, resourcing, and technical environments.
• Requirements Matrix: Acquia will consolidate requirements into a matrix that will describe the requirements to the degree known by the customer at the time of the Discovery, grouped by category and priority.
• Project Plan: A development estimate and timeline for the project.

Within five (5) business days after the conclusion of the Discovery, Acquia will provide the Customer with a Discovery Report. If required, travel and expenses will be billed separately.

Advanced Discovery¶

Acquia will conduct an Advanced Discovery to define requirements and set a target, timeline, and budget for implementing a complex application on Acquia Cloud, Site Factory or a combination of Acquia products. Two Acquia consultants will deliver the Discovery remotely over the course of 20 consecutive business days.

The scope of the Discovery includes the following:

• Success Metrics Review: A review of Customer’s high-level goals of the project to define clear success criteria.
• Requirements Review: A review of high-level requirements for the website, including the overall capabilities of the website, governance and workflow, review of any existing Customer designs, integrations with any external systems, and integrations with Acquia products.
• Integrations: A review of integrations between the application and other systems, which may include front-end systems, advertising management systems, media management systems, document management systems, and authentication and authorization systems.
• Platform Governance and Program Planning: A discussion on how to standardize many digital properties on a common platform. Acquia will provide recommendations on how to avoid common challenges platform governance and how to best document governance policy.
• Migration Discovery: A review of legacy systems from which data will be migrated. Acquia will assist Customer to identify required data schemes and systems access requirements.
• Risk Identification: A review of possible risks and their mitigation across the areas of design, knowledge, resourcing, and technical environments.
• Requirements Matrix: Acquia will consolidate requirements into a matrix that will describe the high-level requirements and features, grouped by category and priority, and provide initial estimates of the level of effort required for each requirement.
• Project Plan: A development estimate and timeline for development.

Within ten (10) business days after the conclusion of the Advanced Discovery Acquia will provide the Customer with a Discovery Report. If required, travel and expenses will be billed separately.

Drupal Application Development Best Practices for Acquia Cloud¶

Acquia will work with Customer’s development team (up to 5 people) to prepare them to build a new application on Acquia Cloud Platform Enterprise. Acquia will provide hands-on training and guidance to architect a code deployment process that includes continuous integration and automated testing.

Drupal Application Development Best Practices for Acquia Cloud will be interactive with hands-on exercises and may cover the following example topics:

• Drupal fundamentals for sites at scale
• Development and team best practices for working with Drupal
• Drupal lifecycle planning: security updates, core updates, dependency changes
• Administration section, variables, menu and page callbacks, form API, database API, hook system
• Integrations with third party systems, automated migration, and high level overview of leveraging Drupal APIs
• The Acquia Cloud UI
• Deployment process architecture
• Automated testing best practices
• Continuous integration tools
• Hands-on implementation guidance

Acquia will deliver the training over a period of up to 10 consecutive business. If required, travel and expenses will be billed separately.

Drupal Application Development Best Practices for Acquia Site Factory¶

Drupal Application Development Best Practices for Site Factory (ASF) will impart Drupal best practices and prepare the Customer’s development team (up to 5 people) to use Site Factory to manage a Drupal multisite Code Base. Consultants will provide an overview of multisite architecture in Drupal, and will conduct a hands-on walk-through of code management and deployment, using ASF and Acquia Developer tools and release management for sites at scale. Acquia will train the Customer on the technical and business governance processes required to successfully build, adopt and run Acquia Site Factory within the Customer organization. Drupal Application Development Best Practices for will be interactive with hands-on exercises, and in the case of Drupal may cover the following example topics:

• Drupal fundamentals for sites at scale
• Development and team best practices for working with Drupal
• Drupal lifecycle planning: security updates, core updates, dependency changes
• Administration section, variables, menu and page callbacks, form API, database API, hook system
• Integrations with third party systems, automated migration, and high level overview of leveraging Drupal APIs
• The Acquia Site Factory UI
• Deployment process architecture
• Automated testing best practices
• Continuous integration tools
• Hands-on implementation guidance

Acquia consultants will deliver the training over a period of up to 20 consecutive business days. If required, travel and expenses will be billed separately.

Acquia Launch Readiness - Small¶

Acquia Launch Readiness - Small combines a Security Audit, Performance Audit, and Load Testing (up to 3 tests for 5000 users each). Acquia Launch Readiness - Small is designed for fully Drupal implementations of marketing and brochure sites and will be delivered remotely over ten (10) business days with up to 3 load tests for up to 5000 concurrent users. Launch Readiness for applications which are decoupled, e-commerce focused, authenticated/intranet, require calls to or from external services, require IP restriction/VPN, center on high-volume content publication, or which require load testing in excess of 5000 users require a different engagement.

An Acquia Drupal Security Specialist will audit and analyze the application for potential security vulnerabilities. The Security Specialist will review architecture, development standards, and adherence to Drupal security best practices.

An Acquia Drupal Performance Specialist will audit and analyze a single application for potential performance issues. Acquia will first use automated testing to analyze the performance characteristics of the application and identify the performance gaps (up to 3 tests for up to 5000 concurrent users each). Once the gaps are identified, the consultant will perform a static analysis of the Code Base in order to identify the cause of the performance gaps. If substantial issues are uncovered during testing, Acquia will propose recommendations and high-level estimations to remedy these issues and help the Customer to ensure that the performance meets or exceeds expectations when deployed.

The scope of Launch Readiness - Small includes:

• Drupal site performance audit: Traffic analysis, performance and scalability assessment, module review.
• Application profiling: Performance benchmarking via automated testing.
• Customer expectations: Acquia will engage the Customer to determine security expectations and potential risks.
• Drupal update status and static analysis: Review modules for Customer update status and identify those that have security updates available. Acquia will analyze the modules for Drupal best coding practices.
• Drupal configuration security practices: Drupal configuration review of user roles and permissions, and other areas that are prone to insecure configuration.
• Custom module and theme walkthrough: If custom modules or themes are included, Acquia will conduct code walkthroughs with Customer to review the security and their implementation against the best security practices and identify potential risks.

Within five (5) business days after the conclusion of Launch Readiness, Acquia will deliver a Security Audit Report and a Performance Audit Report that includes our audit findings, Acquia recommended remediations and a high-level estimation to complete this remediation.

Load Test environment is not included with this offering.

Acquia Launch Readiness - Medium¶

Acquia Launch Readiness - Medium combines a Security Audit, Performance Audit, and Load Testing (up to 3 tests for 5000 users each). Acquia Launch Readiness - Medium is designed for fully Drupal implementations of Authenticated/Intranet sites and will be delivered remotely over fifteen (15) days. Launch Readiness for applications which are decoupled, e-commerce focused, require calls to or from external services, require IP restriction/VPN, center on high-volume content publication, or which require load testing in excess of 5000 users require a different engagement.

An Acquia Drupal Security Specialist will audit and analyze the application for potential security vulnerabilities. The Security Specialist will review architecture, development standards, and adherence to Drupal security best practices.

An Acquia Drupal Performance Specialist will audit and analyze a single application for potential performance issues. Acquia will first use automated testing to analyze the performance characteristics of the application and identify the performance gaps (up to 3 tests for up to 5000 concurrent users each). Once the gaps are identified, the consultant will perform a static analysis of the Code Base in order to identify the cause of the performance gaps. If substantial issues are uncovered during testing, Acquia will propose recommendations and high-level estimations to remedy these issues and help the Customer to ensure that the performance meets or exceeds expectations when deployed.

The scope of Launch Readiness - Medium includes:

• Drupal site performance audit: Traffic analysis, performance and scalability assessment, module review.
• Application profiling: Performance benchmarking via automated testing.
• Customer expectations: Acquia will engage the Customer to determine security expectations and potential risks.
• Drupal update status and static analysis: Review modules for Customer update status and identify those that have security updates available. Acquia will analyze the modules for Drupal best coding practices.
• Drupal configuration security practices: Drupal configuration review of user roles and permissions and other areas that are prone to insecure configuration.
• Custom module and theme walkthrough: If custom modules or themes are included, Acquia will conduct code walkthroughs with Customer to review the security and their implementation against the best security practices and identify potential risks.

Within ten (10) business days after the conclusion of Launch Readiness, Acquia will deliver a Security Audit Report and a Performance Audit Report that includes our audit findings, Acquia recommended remediations and a high-level estimation to complete this remediation.

Load Test environment is not included with this offering.

Acquia Launch Readiness - Large¶

Acquia Launch Readiness - Large combines a Security Audit, Performance Audit, and Load Testing (up to 3 tests for 5000 users each). Acquia Launch Readiness - Large is designed for Drupal implementations of decoupled or e-commerce focused sites and will be delivered remotely over twenty (20) days.

An Acquia Drupal Security Specialist will audit and analyze the application for potential security vulnerabilities. The Security Specialist will review architecture, development standards, and adherence to Drupal security best practices.

An Acquia Drupal Performance Specialist will audit and analyze a single application for potential performance issues. Acquia will first use automated testing to analyze the performance characteristics of the application and identify the performance gaps (up to 3 tests for up to 5000 concurrent users each). Once the gaps are identified, the consultant will perform a static analysis of the Code Base in order to identify the cause of the performance gaps. If substantial issues are uncovered during testing, Acquia will propose recommendations and high-level estimations to remedy these issues to help the Customer to ensure that the performance meets or exceeds expectations when deployed.

Note that for any decoupled or e-commerce focused application, the customer will need to provide working POSTMAN collections that successfully emulate all API/commerce requests. A detailed architectural diagram is also required. If any external services are required, the customer will need to contact the external service provider to ensure load testing is allowed and rate limiting is disabled.

The scope of Launch Readiness - Large includes:

• Drupal site performance audit: Traffic analysis, performance and scalability assessment, module review.
• Application profiling: Performance benchmarking via automated testing.
• Customer expectations: Acquia will engage the Customer to determine security expectations and potential risks.
• Drupal update status and static analysis: Review modules for Customer update status and identify those that have security updates available. Acquia will analyze the modules for Drupal best coding practices.
• Drupal configuration security practices: Drupal configuration review of user roles and permissions and other areas that are prone to insecure configuration.
• Custom module and theme walkthrough: If custom modules or themes are included, Acquia will conduct code walkthroughs with Customer to review the security and their implementation against the best security practices and identify potential risks.

Within ten (10) business days after the conclusion of the Launch Readiness, Acquia will deliver a Security Audit Report and a Performance Audit Report that includes our audit findings, Acquia recommendations for improving performance, and a high-level estimation to complete this remediation.

Load Test environment is not included with this offering.

Load Testing Users Add-on¶

Customers can purchase additional concurrent users in quantities 10,000 for up to three (3) tests. Load Testing Users Add-on must be purchased with either the Performance Audit and Load Test or Launch Readiness engagements and must be completed concurrently with said Services.

Performance Audit and Load Test - Small¶

Acquia will audit and analyze a single application for potential performance issues. Acquia will first use automated testing to analyze the performance characteristics of the application and identify the performance gaps (up to 3 tests for up to 5000 concurrent users each). Once the gaps are identified, the consultant will perform a static analysis of the Code Base in order to identify the cause of the performance gaps. If substantial issues are uncovered during testing, Acquia will propose recommendations and high-level estimations to remedy these issues to help the Customer to ensure that the performance meets or exceeds expectations when deployed.

The Acquia Performance Audit Small is designed for fully Drupal implementations of marketing and brochure sites, and will be delivered remotely over ten (10) business days. Performance Audits for applications which are decoupled, e-commerce focused, authenticated/intranet, require calls to or from external services, require IP restriction/VPN, center on high-volume content publication, or which require load testing in excess of 5000 users require a different engagement.

The scope of the audit will include the following:

• Drupal performance audit: traffic analysis, performance and scalability assessment, module review.
• Application profiling: performance benchmarking via automated testing.

Within five (5) business days after the conclusion of the Performance Audit, Acquia will deliver a Performance Audit Report that includes our audit findings, Acquia recommendations for improving performance, and a high-level estimation to complete this remediation.

Performance Audit and Load Test - Medium¶

Acquia will audit and analyze a single application for potential performance issues. Acquia will first use automated testing to analyze the performance characteristics of the application and identify the performance gaps (up to 3 tests for up to 5000 concurrent users each). Once the gaps are identified, the consultant will perform a static analysis of the Code Base in order to identify the cause of the performance gaps. If substantial issues are uncovered during testing, Acquia will propose recommendations and high-level estimations to remedy these issues to help the Customer to ensure that the performance meets or exceeds expectations when deployed.

The Acquia Performance Audit Medium is designed for fully Drupal implementations of Authenticated/Intranet sites and will be delivered remotely over fifteen (15) business days. Performance Audits for applications which are decoupled, e-commerce focused, require calls to or from external services, require IP restriction/VPN, center on high-volume content publication, or which require load testing in excess of 5000 users require a different engagement.

The scope of the audit will include the following:

• Drupal performance audit: traffic analysis, performance and scalability assessment, module review.
• Application profiling: performance benchmarking via automated testing.

Within five (5) business days after the conclusion of the Performance Audit, Acquia will deliver a Performance Audit Report that includes our audit findings, Acquia recommendations for improving performance, and a high-level estimation to complete this remediation.

Performance Audit and Load Test - Large¶

Acquia will audit and analyze a single application for potential performance issues. Acquia will first use automated testing to analyze the performance characteristics of the application and identify the performance gaps (up to 3 tests for up to 5000 concurrent users each). Once the gaps are identified, the consultant will perform a static analysis of the Code Base in order to identify the cause of the performance gaps. If substantial issues are uncovered during testing, Acquia will propose recommendations and high-level estimations to remedy these issues to help the Customer to ensure that the performance meets or exceeds expectations when deployed.

The Acquia Performance Audit Large is designed for Drupal implementations of decoupled or e-commerce focused sites and will be delivered remotely over twenty (20) business days.

Note that for any decoupled or e-commerce focused application, the customer will need to provide working POSTMAN collections that successfully emulate all API/commerce requests. A detailed architectural diagram is also required. If any external services are required, the customer will need to contact the external service provider to ensure load testing is allowed and rate limiting is disabled.

The scope of the audit will include the following:

• Drupal performance audit: traffic analysis, performance and scalability assessment, module review.
• Application profiling: performance benchmarking via automated testing.

Within five (5) business days after the conclusion of the Performance Audit, Acquia will deliver a Performance Audit Report that includes our audit findings, Acquia recommendations for improving performance, and a high-level estimation to complete this remediation.

Acquia Edge Management Assistance Service - Standard¶

The Acquia Edge Management Assistance Service provides customers up to 2 hours per month, including:

Configuration Management:

• Assist with customer-prescribed domain management, security and CDN configuration changes, and maintenance of covered domains
• Assist with tuning caching policies
• Assist with security exceptions, rate limiting, and rule management

Reporting:

• Traffic and security incident reporting
• Attack activity and remediations taken
• Identity and access management changes
• Quarterly roll-up report (summary report of the previous quarter)
• Limited to product design parameters
• Assist with traffic and security alert management

SSL Management:

• SSL management services including custom certificate implementation
• SSL validation assistance and management of validation records

Analysis

• Security Analysis is not available due to capacity
• Bot Managed Analysis is not available due to capacity

Allotted time must be used within each month. Services are provided during normal business hours. Does not include initial setup or additional security configurations as applicable.

Overage Charges. If Customer goes over the monthly hours allocated for this engagement, Acquia will invoice the Customer on a quarterly basis for the monthly overages at an hourly rate of USD $374/hr.

Does not include monitoring, mitigation detection or response services. No custom reporting or on-demand reporting. Does not include purchase of custom SSL certificates.

Acquia Edge Management Assistance Service - Silver¶

The Acquia Edge Management Assistance Service provides customers up to 10 hours per month, including:

Configuration Management:

• Assist with customer-prescribed domain management, security and CDN configuration changes, and maintenance of covered domains
• Assist with tuning caching policies
• Assist with security exceptions, rate limiting, and rule management

Reporting:

• Traffic and security incident reporting
• Attack activity and remediations taken
• Identity and access management changes
• Monthly roll-up report (Summary report of the previous month)
• Limited to product design parameters
• Assist with traffic and security alert management

SSL Management:

• SSL management services including custom certificate implementation
• SSL validation assistance and management of validation records

Analysis

• Security Analysis is available depending on capacity (10 hours per analysis)
• Bot Managed Analysis is available depending on capacity (10 hours per analysis)

Allotted time must be used within each month. Services are provided during normal business hours. Does not include initial setup or additional security configurations as applicable.

Overage Charges. If Customer goes over the monthly hours allocated for this engagement, Acquia will invoice the Customer on a quarterly basis for the monthly overages at an hourly rate of USD $374/hr.

Acquia Edge Management Assistance Service - Gold¶

The Acquia Edge Management Assistance Service provides customers up to 20 hours per month, including:

Configuration Management:

• Assist with customer-prescribed domain management, security and CDN configuration changes, and maintenance of covered domains
• Assist with tuning caching policies
• Assist with security exceptions, rate limiting, and rule management

Reporting:

• Traffic and security incident reporting
• Attack activity and remediations taken
• Identity and access management changes
• Monthly roll-up report (Summary report of the previous month)
• Limited to product design parameters
• Assist with traffic and security alert management

SSL Management:

• SSL management services including custom certificate implementation
• SSL validation assistance and management of validation records

Analysis:

• Security Analysis is available depending on capacity (10 hours per analysis)
• Bot Managed Analysis is available depending on capacity (10 hours per analysis)

Allotted time must be used within each month. Services are provided during normal business hours. Does not include initial setup or additional security configurations as applicable.

Overage Charges. If Customer goes over the monthly hours allocated for this engagement, Acquia will invoice the Customer on a quarterly basis for the monthly overages at an hourly rate of USD $374/hr.

Does not include monitoring, mitigation detection or response services. No custom reporting or on-demand reporting. Does not include purchase of custom SSL certificates.

Security Audit¶

Acquia will audit and analyze a single Drupal application for potential security vulnerabilities. Acquia will review application architecture, development standards, and adherence to Drupal security best practices.

The audit will be delivered remotely over ten (10) days and will result in an audit report and a high-level estimation if remediation is needed.

The scope of the audit will include the following:

• Customer expectations: Acquia will engage the Customer to determine security expectations and potential risks from the application.
• Drupal update status and static analysis: Review modules for Customer update status and identify those that have security updates available. Acquia will analyze the modules for Drupal best coding practices.
• Drupal configuration security practices: Drupal configuration review of user roles and permissions, and other areas that are prone to insecure configuration.
• Custom module and theme walkthrough: If the application has implemented any custom modules or themes, Acquia will conduct code walkthroughs with Customer to review the security and their implementation against the best security practices and identify potential risks.

Within five (5) business days after the conclusion of the audit, Acquia will deliver a Security Audit Report that includes our audit findings, Acquia recommendations for improvement in each of the areas evaluated, and a high-level estimation to complete this remediation.

Acquia Site Factory Platform Help and Advice¶

The Acquia Site Factory Platform Help and Advice offering is targeted at new or existing customers or partners who have limited experience with either Acquia products or Drupal and need assistance in implementing Site Factory.

Acquia will provide technical and project management expertise embedded with a Customer team to guide them through the implementation of an Site Factory solution using Acquia’s proven approach, tools and methodology. The objective is to have the Customer operating effectively on their own using the best practices provided by the end of the engagement.

The scope of the Acquia Site Factory Platform Help and Advice offering includes the following:

• Platform Architecture: Help Customer design a plan for success with Acquia’s framework for requirements definition, risk management, and project sizing. Work with the Customer to architect and oversee the building of a scalable and extensible platform to allow the Customer to deploy websites that meet the Customer’s business needs within Site Factory.
• Developer Tooling and Environment Setup: Provision and configure Acquia’s recommended tool set for Site Factory implementation, including code repository, continuous integration, and issue tracking. Get developers ready for development with a local development environment in place for each.
• Technical Guidance: Acquia Technical Architect works side-by-side with Customer’s technical team to provide guidance for architecture, configuration and development. Instruction will be provided on code review, code merging, and code deployment. Knowledge transfer on the advanced tool set and processes specific to Site Factory, including Drupal development best practices for Site Factory.
• Platform Governance: Design of a governance approach that manages new requirements, risk, and stakeholder and internal customer’s needs, providing a process to decide which features to include in the platform and which sites are appropriate for the platform.
• Agile Development Guidance: Acquia Program Manager works side-by-side with Customer’s project management and product owners to implement an Agile development methodology such as Scrum or Kanban. Key areas of focus include creation of user stories and acceptance criteria, story sizing, planning, tracking, demonstrations, user acceptance testing, and retrospectives.

Acquia will deliver the Acquia Site Factory Platform Help and Advice engagement remotely over a period of thirty (30) consecutive weeks, with ten (10) weeks of support to get started and twenty (20) weeks of guidance during the development phase. Services will be delivered by an Acquia Technical Architect (TA) and Program Manager (PM) for up to 520 hours. If required, travel and expenses will be billed separately.

Site Studio Readiness¶

Acquia will work with Customer’s design and development teams (up to 5 people) to prepare them to build a Drupal application with Site Studio on Cloud Platform. Acquia will provide hands-on training and guidance to implement Site Studio on a new Drupal application. Acquia Site Studio Readiness Training will be interactive with hands-on exercises which may cover the following example topics:

• Setup and configure Drupal to work with Site Studio.
• Defining website settings in Site Studio including base styles, reusable custom styles, and component categories.
• Creating template components, master templates, content templates, and page components.
• Creating alternate view mode content templates and view templates.
• Defining and creating helpers for content migration.
• Site Studio implementation best practices.
• Hands-on implementation assistance.

Acquia will deliver the training remotely over the course of eleven (11) consecutive business days. If required, travel and expenses will be billed separately.

Acquia Marketing Cloud Consulting Retainer¶

The Acquia Marketing Cloud Consulting Retainer provides a means for a Customer to work with a Digital Experience Consultant to address topics such as segmentation, use case ideation, campaign/journey configuration reporting, tool configuration or troubleshooting technical issues.

The scope of the Marketing Cloud Consulting Retainer includes a fixed set of 20 hours per 4-week span, used consistently week to week depending on the Customer’s needs. Hours cannot be saved and used all in one week. Hours unused during the 4 weeks will be forfeited and no refunds shall be given.

The hours will be used for a combination of:

• Weekly Meeting - at least 1 meeting/week scheduled
• Prep for meetings - presentation decks or configuration as needed
• Researching issues/questions
• Troubleshooting
• Follow-up via email and call as necessary outside of schedule meetings

The activities below shall not be deemed to be an exhaustive list of in-scope services but are expressly included to indicate the type of consulting.

• Strategy
  • Assist in definition of use cases
  • Recommendations for use cases based upon marketing focus and/or business vertical/focus
    • Focus - B2B vs B2C, online engagement, conversion, lead generation, awareness, etc.
    • Vertical - online retail, higher education, product or service company, etc.
  • Taxonomy - for Persona’s, Keywords and Sections
• Segmentation
  • How to create segments based on defined use cases
  • Best practices for creating targeted audiences
• Reporting
  • How to create reports based on use cases
  • How to create custom reports
  • How to create dashboards
  • How to utilize customer profiles for analytics
  • Interpretation/optimization of campaigns based upon reports
• Campaigns
  • How to set up campaigns including
  • How to create slots
  • How to manage campaign content
  • How to create journeys
  • How to create landing pages/forms
  • How to set up goals and custom events in Google Tag Manager
• Best practices around Campaign setup and campaign analytics
  • Data Collection
• Strategy around custom data collection
• Integration of data from other platforms
  • Troubleshooting
• Technical issues
• Product configuration
  • Integrations

At or before project kick-off, the customer will compile a list of items that they would like to cover during the retainer so that the Consultant can review, prioritize the list and identify any additional resources necessary in addressing the items on the list. If there are additional issues or questions that arise during the delivery of the retainer, the Customer will send a defined request to the Acquia team and allow Acquia to schedule within 48 business hours of the Customer’s request. Based on the request, Acquia will bring the right team members to the meeting to address the requested topic(s).

Acquia Marketing Cloud Technical Consultation¶

Acquia will provide expert technical consultation related to Acquia Marketing Cloud products. This engagement will include one or more of the following:

• Recurring Office hours meeting to discuss technical topics
• Ad hoc meetings, as time allows
• Consultative advice and recommendations
• Technical best practices
• Project discovery, scoping, and planning
• Technical troubleshooting in coordination with related Acquia teams
• Consultation via email, as available
• Assistance in creation of proof-of-concepts, technical demos, and other non-production releasable examples

On a weekly basis, Acquia will deliver up to 4 hours of consulting per week for the duration of a 13-week engagement. Acquia will invoice Customer for 100% of applicable fees in advance. If required, travel and expenses will be billed separately.