Gordon Welling
Admin Group
Manager Technnical Support Services
Joined: 11-December-2003
Location: Canada
Posts: 555
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| Posted: 27-June-2008 at 9:20am
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Latest Release. We are pleased to announce the latest release 2.3.4 (2008.12.30) of Riva which includes the Riva Integration Server. Use this link to register to download Riva. Use the "Check for Updates" procedure to upgrade an existing licensed installation of Riva.
If you are running Riva 2.2.x (or an earlier release) this update introduces "Assign to ..." which requires the renaming of most of the Riva generated folders in the user's GroupWise client, we highly recommended a reinitialize of the date. Please refer to the "Recommended Update Procedures" below. In this Release. Included in this release:
- For Riva CRM - added ability to set color for calendar items.
- For Riva CRM - email attachments will now be archived when an email is archived to Salesforce account, quote, opportunity or case.
- For Riva CRM - added option in Salesforce connector to set permit users to connect to CRM items using the Omni ConnectBar using the existing authenticated session to avoid repititive logins into Salesforce.
- For Riva CRM - added SPLA forms authentication support for MS CRM connector.
- Feature parity for all supported functions for supported CRMs:
- SugarCRM 4.x and 5.x Pro and Enterprise
- SugarCRM Community Edition
- info@hand CRM
- Bluefin CRM (Beta)
- Microsoft Dynamics CRM
- Microsoft SharePoint Server (Beta)
- Salesforce.com CRM
- SageCRM (Beta)
- Goldmine (Beta)
- Feature parity has been achieved between Riva CRM Integration for GroupWise Enterprise Edition (release 2.3.4) and Desktop Edition (release 1.6.4).
Recommended Update Procedures:
If you are running Riva 2.3.0 (or higher) you can perform a normal "Check for Updates" procedure.
If you are running a Riva 2.2.x or earlier release special procedures need to be followed to support the new "Assign To" features included in Riva 2.3.x. This update will not force a complete resync of data to users' GroupWise
clients. It is highly recommended that updates be done during quiet
hours. Admins should stop the CRM
Agent Service before performing a "Check for Updates", and start the
service after the update download has been completed and Riva has been
restarted. If you are updating from a previous version of Riva, before you update to version 2.3.0, delete all of the address books, calendars and folders Riva had previously created in the users' accounts. You will also need to either delete your existing Policy and create a new one or re-initialize all users and check ALL of the option tabs and folder names to confirm the new options. By creating a new policy, you are working with a clean set of data.
Changes to SmartConvert
Under the SmartConvert Tab, you will "Smart Convert To" has been renamed "Create". This can be localised to the appropriate local language term. This will be the prefix for each of the new sub-folders under Opportunities, Quotes, Cases, etc. We recommend you use something like "Create New". The option to exclude domain names when auto-creating the contacts and accounts with the Smart Convert function has been added. The option to not use the BC or CC fields when using SmartConvert (Create) to automatically create contacts or accounts when creating new opportunities, cases or quotes is now available.
New "Assign to" Feature
The biggest new feature with this release is the "Assign To" function. This allows users to drag-and-drop or drag-and-link emails and assign them to existing cases, opportunities, quotes, etc. If you enable this function, you will need to assign a category and colour to identify the opportunities and cases that are going to have "Assign To" folders created. Because this option creates a new category and because categories are not available in the GroupWise client until the client is restarted, users will need to restart the client after the first initialization has occurred to see these features. Once assigned, the name and colour of the "Assign To" category cannot be changed. Under the Opportunities, Quotes and Cases folders, for each of the Opportunities, Quotes and Cases that have the category applied, you will see an "Assign To" folder. This "Assign To" folder will include a link to the related master email under the Opportunities, Quotes or Cases folders. When the maximum number of allowed folders or the maximum age date (30 and 30 by default) is reached, the folders will automatically be renewed to reflect the new items.
Changes to GroupWise Folders
That Riva Creates and Synchronises To
There is a change in folder structure to support this functionality. In the administration interface, you will see a new tab called "Assign To". You can change the default category and colour used to track this functionality. If you enable the "Assign To"option, the user will see the last 30 days of quotes, cases, opportunities in his "Assign To" folder (default of 30). You can change the date and maximum value as you require. Cases, quotes and opportunities that match the "Assign To" maximum number and date range will automatically have a folder created under the "Assign To" folder. You can tell which cases, quotes and opportunities will have "Assign To" folders created based on the assigned colour and category. For example, if you have 100 opportunities that have been created in the last 30 days, the first 30 will be the colour of the category for the "Assign To" option and will have "Assign To" folders created for them. The rest of the cases, quotes and opportunities will be black with no category. For Opportunities, Quotes and Cases, the user will see is a structure that looks like this:
Opportunities
Create New Opportunity
Assign to Opportunity
Opportunity Name 1
Opportunity Name 2
Opportunity Name 3
Opportunity Name 4
... up to the number of opportunities you allow
Cases
Create New Case
Assign to Case
Case Name 1
Case Name 2
Case Name 3
Case Name 4
... up to the number of cases you allow
Under the each of the parent folders, you will see the list of the cases, opportunities and quotes that are assigned to you. Cases, opportunities and quotes that meet the "Assign To" criteria will be assigned the "Assign To" category and colour and a sub-folder will be created for each of these cases, opportunities and quotes under the "Assign To" folder. When you drag-and-drop or drag-and-link an email from your mailbox to the Create New Case folder, it will automatically create a new contact and account if they don't already exist in the CRM. It will create the case, opportunity or quote. It will assign the new case, opportunity or quote to the appropriate account and synchronise it back to GroupWise to be available to be managed in GroupWise.
For each of the Opportunities, Cases and Quotes, under the "Assign To" folder, you will see a sub-folder for each of the existing items that meet the "Assign To" maximum and date range criteria. When you drag-and-drop or drag-and-link an email into one of the sub-folders under the "Assign To" folder, the Riva "Assign To" functionality will extract the email and assign it to the appropriate case, quote or opportunity. After assigning (also called archiving) the email to the CRM case, quote or opportunity, the email will be deleted from the "Assign To" sub-folder.
Do NOT rename or share Riva CRM managed folders. You can change the order of folders within a parent folder but do NOT change the parent-child relationship of the folder structure.
Documentation: Riva CRM Enterprise Edition documentation
includes:
This forum is dedicated to information specific to Riva Integration Server. Please refer to:
Edited by Gordon Welling on 30-December-2008 at 1:21pm
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Omni Web Forum : GroupWise Collaboration Integration Engine (Riva) : Riva CRM Integration for GroupWise ~ Enterprise Edition
Topic: Riva Integration Server 2.3.4 Release (
Topic Closed)
