Predictika · Backup software license quotes

An AI sales agent's backup license quote, checked before it goes out

An AI sales agent prepares a subscription license quote for a data protection customer: edition, protected terabytes by workload type, appliance, migration from an older product, co-term. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the public license terms and returns a verdict, every reason and the license counts it computed.

Scope: NetBackup and DataProtect subscription license quotes, FETB and flexible FETB counting, appliance entitlements, migration and co-term. See everything this validator covers

This validator models NetBackup and DataProtect license quotes and the appliance and migration rules that go with them — not just the scenarios shown below.

  • Editions — NetBackup Platform Base Complete, Complete with Flexible Licensing, Limited (250 FETB cap, Windows, Linux and Solaris x86 only), Enterprise (subscription only), Enterprise Virtual Client (virtual environments only, Self Service licensed separately), traditional per-unit licenses, and DataProtect.
  • Capacity counting — Front-end terabytes (FETB) summed across physical, virtual and third-party cloud workloads; under flexible licensing, virtual and cloud workloads count 1.5 FETB per unit, which needs monthly usage reporting and setup within 90 days of purchase. The license count the quote states is compared with the computed count.
  • Licensing model rules — Capacity and traditional per-unit licenses cannot share a NetBackup domain; subscription-only editions refused as perpetual; perpetual licenses stay with their hardware.
  • Appliances — Flex appliance usable capacity where it is published (5260, 5360), primary service availability entitlements by model, Flex Plus for the 5270 and 5372.
  • Term rules — Restore-only use after a subscription expires, cold disaster recovery limits (30 testing days, 90 failover days).
  • Migration and co-term — Migration to DataProtect, migrated FETB against licensed FETB, co-term to an active subscription, migration and co-term credits, discount authority.

Any NetBackup or DataProtect license quote that touches these editions, appliances, terms or migrations is in scope — not only the scenarios pictured here. Not covered: list prices (no public price list exists, so this validator produces no price build-up or line-item quote), workload-based SKUs that are not publicly documented, other Cohesity products, and the customer's own CPQ platform. Assumptions: DataProtect is treated as subscription-only; appliance capacity is checked only where published; migration credits, co-term credits and the discount limits (5, 15 and 25 percent) are placeholders because their terms are not published.

The AI sales agentBuilds the license quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed license counts.

8 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      
Waiting for the call.

Where rules-based CPQ gets it wrong

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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

What the validator caughtTypical rules-based CPQPredictika
Flexible licensing: virtual and cloud workloads count 1.5 FETB per unit, and the quote states a license countOnly with care
The count is a calculated field and the stated count has to be a field on the quote before a validation rule can compare them; the ratio differs by edition.
The count is computed from the workloads on every call and compared with the stated count.
Appliance entitlements that differ by model: usable capacity ceiling, primary service availability license, Flex Plus requirementOnly with workarounds
Each model needs its own product rule and its own entitlement logic, and the capacity ceiling exists for only some models. Changes ripple across rules.
All of it follows from the model record in the catalog; the findings come back together.
Edition conditions: subscription-only editions, 250 FETB cap, virtual-only edition, capacity and per-unit licenses never in one domainOnly with care
One product rule per restriction, each tied to an edition. Works, but every new edition adds rules someone has to keep in step.
The restrictions sit on the edition record and are checked on every call.
Migration to DataProtect: migrated FETB cannot exceed licensed FETB, and co-term needs an active subscriptionOnly with workarounds
The existing subscription and the licenses being retired live in the install base, not on the quote, so a rule can only check them if they are copied onto the quote as fields.
Existing FETB and months remaining travel with the request and are compared with the quote.
Expired subscription: use is restore-only, so a renewal that covers new backups made during the lapse is refusedOnly with workarounds
Needs the expiry date, the lapse length and a statement about new backups on the quote, then a rule chain that depends on deal type.
Months since expiry and backup activity are inputs; the rule is checked with every other rule.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next.
All findings come back together, whatever order the choices arrived in.

What this validator catches: findings from its test cases

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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

1The quote states 800 licenses; NetBackup Complete Edition with Flexible Licensing needs 600 for the protected data.
2Flexible licensing needs monthly usage reporting; the quote has none.
3Flexible licensing must be set up within 90 days of purchase; the quote is 120 days after purchase and would fall back to 1 to 1 counting.
4NetBackup Platform Base Limited Edition is capped at 250 FETB across all domains; the quote protects 300 FETB.
5NetBackup Enterprise Virtual Client is for virtual environments only; the quote includes 50 TB of physical workloads.
6A capacity license cannot be combined with traditional per-unit licenses in the same NetBackup domain; this domain would hold both.
7The NetBackup Flex 5,260 holds up to 442 TB usable; the quote needs 520 TB.
8The NetBackup Flex 5,260 needs a primary service availability license; the quote has none and no high-availability configuration that includes it.
9On the NetBackup Flex 5,372 primary service availability is included only with a Flex Plus license; the quote has Basic.
10Co-terming needs an active subscription to co-term to; the existing one has 0 months left.
11The quote migrates 900 FETB of existing licenses but licenses only 800 FETB of protected data.
12After a subscription expires the software may be used only to restore data; the quote covers new backups made during the 2 month lapse.
13Cold disaster recovery allows 30 testing days in any 12 months; the quote plans 45.
14A perpetual license stays with the hardware it was installed on; moving it needs Cohesity written permission.
15A 10 percent migration credit is requested; migration credit terms are not published and need Cohesity approval.
1620 percent discount exceeds the 15 percent anyone can approve on a deal of $400,000.

Scenarios and results

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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

1. Flexible FETB licensing: Flexible licensing counted as plain FETB

The agent's request. Please quote NetBackup Complete Edition with Flexible Licensing as a new subscription, for a customer protecting 200 TB of physical, 450 TB of virtual and 150 TB of third-party cloud workloads. The deal value is $400,000. The quote states 800 licenses. It is ready to send.

Verdict: Blocked.

  • Usage reporting missing. Flexible licensing needs monthly usage reporting; the quote has none.
  • Quoted license count does not match. The quote states 800 licenses; NetBackup Complete Edition with Flexible Licensing needs 600 for the protected data.

2. Flexible FETB licensing: The agent resubmits after fixing the errors

The agent's request. Please quote NetBackup Complete Edition with Flexible Licensing as a new subscription, for a customer protecting 200 TB of physical, 450 TB of virtual and 150 TB of third-party cloud workloads. Monthly usage reporting is turned on. The deal value is $400,000. The quote states 600 licenses. It is ready to send.

Verdict: Allowed.

  • Protection summary. 200 TB physical, 450 TB virtual and 150 TB cloud, 800 FETB protected; 600 license units needed under NetBackup Complete Edition with Flexible Licensing.

3. Flex appliance pairing: Flex 5260 too small, no service license

The agent's request. Please quote NetBackup Platform Base Complete Edition as a new subscription, on a NetBackup Flex 5260 appliance, for a customer protecting 500 TB of physical and 300 TB of virtual workloads. The customer needs 520 TB of usable backup storage. The deal value is $400,000. The quote states 800 licenses. It is ready to send.

Verdict: Blocked.

  • Appliance too small. The NetBackup Flex 5,260 holds up to 442 TB usable; the quote needs 520 TB.
  • Primary service availability license missing. The NetBackup Flex 5,260 needs a primary service availability license; the quote has none and no high-availability configuration that includes it.

4. Flex appliance pairing: Larger appliance, service license still missing

The agent's request. Please quote NetBackup Platform Base Complete Edition as a new subscription, on a NetBackup Flex 5360 appliance, for a customer protecting 500 TB of physical and 300 TB of virtual workloads. The customer needs 520 TB of usable backup storage. The deal value is $400,000. The quote states 800 licenses. It is ready to send.

Verdict: Blocked.

  • Primary service availability license missing. The NetBackup Flex 5,360 needs a primary service availability license; the quote has none and no high-availability configuration that includes it.

5. Flex appliance pairing: The agent resubmits after fixing the errors

The agent's request. Please quote NetBackup Platform Base Complete Edition as a new subscription, on a NetBackup Flex 5360 appliance in a high-availability configuration, for a customer protecting 500 TB of physical and 300 TB of virtual workloads. The customer needs 520 TB of usable backup storage. The deal value is $400,000. The quote states 800 licenses. It is ready to send.

Verdict: Allowed.

  • Protection summary. 500 TB physical, 300 TB virtual and 0 TB cloud, 800 FETB protected; 800 license units needed under NetBackup Platform Base Complete Edition.

6. Migration to DataProtect: Over-claimed migration, nothing to co-term to

The agent's request. Please quote Cohesity DataProtect as a subscription for a NetBackup customer who is moving to it, for a customer protecting 300 TB of physical, 400 TB of virtual and 100 TB of third-party cloud workloads. The customer is migrating 900 FETB of existing NetBackup licenses and wants to co-term to its existing subscription. The deal value is $400,000. The quote states 800 licenses. It is ready to send.

Verdict: Blocked.

  • Nothing to co-term to. Co-terming needs an active subscription to co-term to; the existing one has 0 months left.
  • Migrated FETB above licensed FETB. The quote migrates 900 FETB of existing licenses but licenses only 800 FETB of protected data.

7. Migration to DataProtect: Co-term fixed, migration credit requested

The agent's request. Please quote Cohesity DataProtect as a subscription for a NetBackup customer who is moving to it, for a customer protecting 300 TB of physical, 400 TB of virtual and 100 TB of third-party cloud workloads. The customer is migrating 800 FETB of existing NetBackup licenses and wants to co-term to its existing subscription, which has 14 months left, with a 10 percent migration credit. The deal value is $400,000. The quote states 800 licenses. It is ready to send.

Verdict: Needs approval.

  • Migration credit needs approval. A 10 percent migration credit is requested; migration credit terms are not published and need Cohesity approval.
  • Protection summary. 300 TB physical, 400 TB virtual and 100 TB cloud, 800 FETB protected; 800 license units needed under Cohesity DataProtect.

8. Migration to DataProtect: The agent resubmits after fixing the errors

The agent's request. Please quote Cohesity DataProtect as a subscription for a NetBackup customer who is moving to it, for a customer protecting 300 TB of physical, 400 TB of virtual and 100 TB of third-party cloud workloads. The customer is migrating 800 FETB of existing NetBackup licenses and wants to co-term to its existing subscription, which has 14 months left, with a 5 percent discount. The deal value is $400,000. The quote states 800 licenses. It is ready to send.

Verdict: Allowed.

  • Protection summary. 300 TB physical, 400 TB virtual and 100 TB cloud, 800 FETB protected; 800 license units needed under Cohesity DataProtect.

Narration transcript

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The text of the narrated walkthrough, step by step.

  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a subscription license quote for a data protection customer: edition, protected terabytes by workload type, appliance, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the public license terms and returns a verdict, every reason and the license counts it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote NetBackup Complete Edition with Flexible Licensing as a new subscription, for a customer protecting 200 TB of physical. The deal value is $400,000. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with two findings, all in one answer. Flexible licensing needs monthly usage reporting; the quote has none. The quote states 800 licenses; NetBackup Complete Edition with Flexible Licensing needs 600 for the protected data.
  6. The validator returned two blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
  7. What this shows: for flexible licensing: virtual and cloud workloads count 1.5 FETB per unit, and the quote states a license count, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the quoted license count to 600. It sets the monthly usage reporting to on.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. Both earlier findings are cleared, and the validator's figure matches the quote.
  13. Two problems caught in one call, fixed in one pass, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.