The MarketingPilot for Windows Conversion program enables MarketingPilot for Windows users to convert from MarketingPilot for Windows 9.3 to MarketingPilot Web Server 5.

Availability
The MarketingPilot for Windows Conversion program will be available through June 30, 2008.

Cost
The MarketingPilot for Windows Conversion program is available at no cost through March 31, 2008. After April 1, 2008 the cost of the conversion is $500 US per user. For example, the cost to convert a 12-user site would be $6,000 after March 31, 2008. If your database exceeds 10 GB, contact your account manager; extra charges may apply.

Eligibility
To be eligible for the MarketingPilot for Windows Conversion program you must:

• Have Maintenance, Support and Upgrade service in effect at the time of the Conversion.
• Exchange your MarketingPilot for Windows licenses with MarketingPilot Web Server licenses of the same edition.

Differences between MarketingPilot for Windows and MarketingPilot Web Server
There a number of key differences between the two products:

• MarketingPilot for Windows only works on Windows PCs; the Web Server can be used with PCs and Macintosh computers.
• MarketingPilot for Windows requires the installation of software on each user’s PC; MarketingPilot Web Server requires a browser on each user’s computer.
• While in most cases the Web Server has more features than Windows, all features may not work exactly the same way.
• MarketingPilot for Windows and Web Server have different hardware and software requirements.

Evaluation License Option
The best way to learn more about MarketingPilot Web Server is to try it. Evaluation copies are available to MarketingPilot for Windows users who have Maintenance, Support and Upgrade service in effect. On Demand subscribers can obtain a 90-day evaluation subscription for a one-time fee of $250 per user. Licensed users can obtain an evaluation license at no charge.

Future Plans for MarketingPilot for Windows
There will be no further enhancements to MarketingPilot for Windows. Technical support for MarketingPilot for Windows will be withdrawn as of December 31, 2008.

Conversion Process Overview and Timeline
Here are typical steps in the Conversion process:

• Review the technical requirements for the Web Server and take any necessary steps to comply with them. The lead time can be highly variable depending upon what is required.
• Setup a test site to gain hands-on experience using the Web Server. You may want to allocate 2-4 weeks for this step. This can occur at the same time as technical requirements are being addressed.
• Identify any customization prerequisites. 
• Install the Web Server (if you use MarketingPilot on an in-house server); or schedule your conversion if you subscribe to MarketingPilot on Demand.
• Configure the Web Server.
• Train Users.

IT Planning

• Review the system requirements for the MarketingPilot Web Server as they are not the same as the requirements for MarketingPilot for Windows.
• Acquire the necessary server hardware and software.
• Check which version of MarketingPilot for Windows is being used. MarketingPilot for Windows Version 9.3 is required to be able to participate in the conversion program; if necessary upgrade to 9.3.
• If your database is larger than 10 GB, compact it to remove excess free space. If your database still exceeds 10 GB, contact your account manager.
• Identify any site-specific customization that has been done.  Typical customization includes custom reports, data feeds, integration with other systems, and custom software development. Your account manager can help you determine if any of these items are now standard features in the Web Server or if Web Server customization is required.

Technical Prerequisites
The MarketingPilot Web Server consists of three components - the alert service, database and web server – which may reside on the same server or on separate servers. Visit the Web Server 5 Prerequisites page for details. >>

Exclusions from the Conversion Program
Some data in MarketingPilot cannot be converted to the Web Server.

• Custom Reports. Reporting Services for the Web Server Report is not compatible with MarketingPilot for Windows’ Report Builder. All custom reports will need to be reproduced using Reporting Services.
• Additional exclusions will be provided by Support when you schedule your conversion.

The On Demand Conversion Process
(This process pertains to users of MarketingPilot on Demand. If MarketingPilot is installed on an in-house server, please skip to the next section). We will notify system administrators via email when the MarketingPilot for Windows Conversion program begins.

• If you want to participate in the program, contact MarketingPilot Support via email (support@marketingpilot.com) when you are ready. Please allow at least 4 weeks for scheduling.
• Support will validate your eligibility and schedule the conversion date and time. Your system will be unavailable for approximately 8 hours.
• When the conversion is complete you will be notified by email and phone that it is available.
• Validate and test that your data has been converted properly.
• Remove the MarketingPilot for Windows client software from user’s desktop computers and archive the Windows database.

The Licensed User Conversion Process
(This process pertains to licensed users of MarketingPilot for Windows. If you access MarketingPilot via the internet, please skip this section). Your designated administrator on record in our system will be notified via email when the MarketingPilot for Windows Conversion program begins.

• If you want to participate in the program, contact MarketingPilot Support via email (support@marketingpilot.com) when you are ready. Please allow at least 4 weeks for scheduling.
• Support will validate your eligibility and provide a Web Server License Key which will allow you to download and install MarketingPilot Web Server.
• Using the provided instructions, download and install MarketingPilot Web Server 5.
• Schedule an appointment with Support to convert your Windows database. Support will provide you with instructions to enable you to FTP your database to us. Alternatively, you can send a copy of your database on DVD.
• On the scheduled date, take the MarketingPilot for Windows database offline and make a back up copy of it and send it to us. Any changes made to the Windows database after it is sent will be lost.
• Send an email to Support to let us know that your database is available.
• When the conversion is complete, we will post your converted database on our FTP site. We will also send you an email to notify you that it is available.
• Download the converted database and follow the provided installation instructions.  
• Validate and test that your data has been converted properly.
• Remove the MarketingPilot for Windows client software from user’s desktop computers and archive the Windows database.

Configuring the Web Server
The Web Server includes a number of configuration options. Typically the Web Server can be configured in a few hours. The Web Server should be configured prior to granting user access.

User Setup
Web Server users will need to be issued new passwords and new roles to access new functions.

Preparing Users
The MarketingPilot Web Server has many new features and a browser-style user interface.

• Take some time to explore the Web Server before scheduling the conversion.
• Test all the functions used in MarketingPilot for Windows using the Web Server to learn about the differences between the two products.
• It may be helpful to have users receive additional training to achieve the best results.

Conversion Training and Implementation Services
Training and implementation services can help you get started faster and get more value from the Web Server. A range of services is available to help you get the most out of MarketingPilot Web Server:

• Training
• Custom report design
• Software development and customization
• Integration of MarketingPilot and existing systems
• Marketing process improvement consulting

Find out more by visiting the Services page. >>