Attend a Riva web seminar to review how  to install Riva Integration Server. 

Installation Requirements:
1.  During your testing, we recommend you create a dedicated Riva Integration Server installation.  In order to facilitate trouble shooting, we recommend you not configure a Riva CRM Integration policy on an existing Riva system that is running other policies. 

2.  This release runs on Windows. 

3.  Microsoft .NET Framework 2 must be installed on the Windows machine running Riva and Mono 1.9.1 or 2.x must be installed on the Linux machine running Riva. In the Riva\Resources\Linux directory, you will find the information on how to install Mono 1.9.1 or 2.x and Riva on your Linux system.

Caution - Do not run the Riva Integration Server and Riva CRM Integration Desktop Edition (or two instances of the same edition) at the same time on the same account with the same folder settings.  If you do, you will cause double entries.  See this link for more information. 

Three Components:
1. The Riva Interface - used to set up the Trusted Application, configure the CRM Connector and configure the CRM Synchronisation Policy(ies).
2. The Omni Riva (CRM Agent) service - runs the synchronisation agent service. This agent is installed and configured the first time you save a CRM Integration Module policy.  See below for information on how to manually uninstall the service.
3. The Riva CRM Agent Service Monitor - provides either real-time summary or full synchronisation information. When you restart the Omni Riva (CRM Agent), the monitor will be blank until the first synchronisation time is reached. It will display each of the accounts as they are initialised. If you restart the service monitor during your off-peak hours and your frequency is set to every four hours, nothing will appear in the monitor interface for four hours.  If you have two threads configured, two users will appear at once and be synchronised at once.

In the CRM Service Monitor, to switch between summary or full synchronisation information, select the checkbox beside the user(s). This will open a monitor frame below the summary information that provides the full synchronisation information. To view errors, select the Errors tab. To start the monitor, create a short-cut on your desktop with the following command (assuming Riva is installed in the following directory structure):
"C:\Program Files\Omni\Riva\Riva.exe" --crm-monitor
 
Manual Uninstallation of the Omni Riva (CRM Agent) Service:
If, for some reason you need to manually uninstall the CRM Agent service, use the following steps:
1. Open the Service Control Managed Window.
2. Locate the "Omni Riva (CRM Agent)" service.
3. Copy the Path to executable: ex. "C:\Program Files\Omni\Riva\Application\2.0.4.354\Omni.Riva.CrmAgent.exe "
4. Start -> Run -> type: cmd /k "C:\Program Files\Omni\Riva\Application\2.0.4.354\Omni.Riva.CrmAgent.exe " --uninstall
 
Log File Location:
1. The Riva/Logs file provides information about the CRM Connector, the synchronisation policy and the CRM Agent Service.
 
Riva Integration Server Installation and Link to Guide:
Use the standard installation process to install and configure Riva as a Trusted Application. This information can be found in the Administrator Guide.  There is no information in this guide that is specific to Riva CRM Integration. Riva CRM Enterprise Edition is configured as a standard Riva Policy.
 
Riva Integration Server Configuration:
1. Select the CRM Integration Module under Policies
2. Work your way through each of the tabs
3. All users configured under the same policy will have the same synchronisation options. If you want to apply different synchronisation options to different sets of users, create additional policies that reflect those requirements.
4.  If you configure multiple synchronisation policies (for example with different synchronisation schedules) and/or multiple CRMs, they will all be viewable under the CRM Agent Service Monitor.
 
General Tab:
1. Select the CRM Connection type. If you only have one CRM connection type, it will auto-populate.
2. Select the GroupWise Accounts to be synchronised.
3. Ensure you select the "Enabled" checkbox.
 
Sync Start Time:
1. This option will only be enabled if you have received a 30-day or full licence before starting the policy. The unlicensed version will default to synchronise seven days in the past. Only those CRM items that have been modified in the past seven days (calendar items, contacts, accounts, etc.) will be synchronised.
2. The first time you run an EE policy, ensure the "Force a Complete Re-Synchronisation" checkbox is enabled. This will cause the address book, calendar and other folders to be created in the GroupWise account when the first synchronisation cycle starts.
3.  If you used the demo version (no license), when you add a licence file, you will probably want to change the Sync Start Time to an earlier date and re-initialize.  To do so, change the date, select the "Force a Complete Re-Initialization" and save the policy.  This will cause a complete reinitialization to occur.  During a "first" or "complete" reinitialization cycle, do not make any other policy modifications.  If you save a policy modification while a first or complete resynchronisation is still in process, the next synch will be a complete resync.  The first or complete resync process must be completed before you save any policy changes.
 
Scheduling:
Self-explanatory
 
Address Books:
1. Enter the name of the address book as you want it to appear in the GroupWise client.
2. Select to synchronise contacts and/or organisations.
 
Calendar:
1. Enter the name of the calendar as you want it to appear in the GroupWise client.
2. Select to synchronise appointments, tasks and/or phone calls. CRM phone calls appear as GroupWise appointments.
 
Other:
1. Enter the name of the folder that will be the parent for the quotes, opportunities and cases folders to be created and synchronised to the GroupWise client.
2. Select to synchronise quotes, opportunities and/or cases to GroupWise.
 
SmartConvert:
1. This option is currently available for SugarCRM, info@hand and Microsoft CRM. SmartConvert will be available for Salesforce in a future release.
2. Enter the name of the folder that will be the parent for the SmartConvert Folders to be created and synchronised to the GroupWise client.
 
Connection Options - Execution Threads:
Enter the number of execution threads. This controls the number of accounts that will synchronise at once. Depending on the rebostness of your system, you will want to adjust this value.  During the initialisation, we recommend starting with 2 threads as this process is very system intensive.  Once your accounts have been initialized, this number can be adjusted to higher.
 
CRM Connection Method:

Use Impersonation (Primary Method). allows Riva to acts as a trusted system account and act on behalf of a user without requiring knowledge of their password. This is the most secure and scalable option. This is our preferred method of system access.

• SugarCRM 4,5 Pro+Ent -- (Natively Supported) eDirectory Username because of Ldap Authentication is usually configured.
• SugarCRM 4,5 CE -- (Supported with custom Omni SoapSudo.php file integration) eDirectory UserName? because of Ldap Authentication is usually configured.  See  Setup User Impersonation - SugarCRM CE  for detailed instructions.
• Info@hand -- (Version 5.3.3+ or with Custom SoapSudo.php) eDirectory UserName? because of Ldap Authentication is usually configured.
• Microsoft CRM (Version 3, 4) -- GroupWise email to match Microsoft CRM User account (Primary E-mail, E-mail 2 or Mobile Alert E-mail) First match, first used.  See Setup User Impersonation - MS CRM for special setup instructions.
  
• Bluefin -- NOT SUPPORTED will soon be. (IN DEVELOPMENT)
• SageCRM -- NOT SUPPORTED (IN DEVELOPMENT)
• Salesforce -- NOT SUPPORTED

Use NMAS to extract the Universal Password (Secondary Method). Using NMAS passwords allows Riva to extract the eDirectory Universal Password. Then using the extracted password, authenticate to the target CRM using the users actual login and password. This option requires that:

• NMAS Universal Password be configured,
• that the eDirectory and CRM user name be the same, and
  
• that the user CRM password matches the Universal Password.  

Use the configured CRM account (Tertiary Method). This uses the user credentials of the CRM connection to synchronize to the GroupWise account.  This method requires creating a unique CRM connection and corresponding CRM integration policy for each user.  The password is encrypted in the Connection file, so this option is more secure the the CSV File method, but it is more time consuming to manage and more processor intensive to run. 

Use a CSV file that contains the CRM login information (Last method). This option requires that you identify a CSV file stored on the system running Riva.  For systems that do not support any of the above methods, this is the least secure option and should be the last choice.  The CSV file contains the GroupWise Email Address, CRM login and CRM password in the following format:

Email,CRM Login,CRM Password
bill1@omniclass.net,bill@hotmail.com,mypassword
amit@omniclass.net,amit@hotmail.com,P@ssw()rd
carol@omniclass.net,csmitherson@hotmail.com,25qmw7
giovanna@omniclass.net,giovanna.zucchelli@hotmail.com,CeoFyf 25qmw7
 
Based on your feedback, we can provide additional mechanisms for password storing, extraction and authentication.  If you are not comfortable with these options or they do not fit your configuration, please contact us.
 
Check for New Updates Process:

If you "Check for New Updates" and a new update is available and you chose to update, the process will:
1. Stop the "Omni Riva (CRM Agent)" service if it is running.
2. Uninstall the service.
3. Apply the update.
4. Advise you that a new service was installed and start it.  At this stage of beta testing, please confirm that the service restarts.

Request a 30-day or Full Licence Key:

NB:  If you already have a 30-day trial or full licence for Riva CRM Integration for GroupWise - Desktop Edition, you can use the existing licence for the Enterprise Edition.
 
To request a 30-day or full licence file, use the built-in "Request a License File".  Directions on how to license Riva are available in the setup guide.

To activate a licence:
1. Close the Riva Configuration Interface.
2. Stop the "Omni Riva (CRM Agent)" service.
3. Remove all existing files from the Riva\Licenses directory.
4. Copy the licence into the Riva\Licenses directory.
5. Restart the "Omni Riva (CRM Agent)" service.