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Subject Topic: Migrating Riva to use EWS (2007/2010) Post ReplyPost New Topic
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Gordon Welling
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Manager Technnical Support Services

Joined: 11-December-2003
Location: Canada
Posts: 637
Posted: 10-May-2010 at 4:29pm

Background

Quote:
This forum post has been superseded by the KB article "Riva CRM: How to Migrate from a MAPI to an EWS Conection".  The information in this forum post will no longer be updated.


Exchange 2007 and 2010 provide a new Exchange Web Services (EWS) connection method designed to be more robust and allow for better cross-platform communication.  This connection method is now preferred and recommended for all Riva for Exchange deployments including the following scenarios:
  • Using a hosted Exchange provider.
  • Using Exchange on premise.
  • Connection requires an Outlook profile with RPC/HTTP or Outlook Anywhere.
  • Unable to install Outlook client on Riva server.
  • When Riva needs to run on the Exchange server.
  • CRM Service appears "frozen" but still started - no entries are written to the log files.
Requirements:
  • Outlook WebAccess 2007 or 2010.
  • Exchange Web Services enabled.
 
Procedure for New Deployments:
  • None.


Procedure to Migrate Riva from Using Exchange MAPI Connector to EWS Connector:

STEP 1 - Remove all the items from Exchange accounts that Riva CRM has created so far:
  1. In the Riva application, under "Policies", edit the current CRM Synch policy.
  2. Under the "Sync Start Time" tab, select the "Reinitialize All" check box.
  3. Set the "Sync Start Time" to 2020-1-1.
  4. Save the policy and wait for Riva CRM to sync all target users in the policy.

    During the reinitialization, all existing items previously created by Riva will be deleted from your users' Exchange accounts.  By choosing a "Sync Start Time" far into the future, Riva will attempt to synchronize items created or modified after 2020-1-1.  None will exist and the user accounts will be cleared of items synchronized by Riva.

  5. Create a \Riva\Transactions.Crm.MAPI folder where Riva CRM is installed.
  6. Move the \Riva\Transactions\CrmModule folder to the \Riva\Transactions.Crm.MAPI folder

    This is mandatory to ensure that items that were previosuly synchronised using the MAPI connection will be resynchronised using the new EWS connection.

STEP 2 - Create a EWS connection:
  1. In the Riva application, under "Setup" tab, click the "Exchange Web Services" connection wizard.
  2. Complete the wizard using the same user credentials as used in the original Exchange MAPI connection.
STEP 3 - Update Sync Policy with New EWS Connection:
  1. In the Riva application, under "Policies", edit the current CRM Sync policy.
  2. From the "General" tab, select the users and use the "remove" button to remove the existing users from the policy.
  3. Select "add", then select the EWS connection to add the users from the EWS connection.
  4. From the "Sync Start Time" tab, select the "Reinitialize All" check box.
  5. Set the "Sync Start Time" to 90-days in the past. (Or an appropriate start date for your configuration.)
  6. Save the policy, and run the sync.
The new Riva policy will synchronize the user information.


Edited by Gordon Welling on 22-December-2010 at 11:20am
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