| Posted: 10-May-2010 at 4:29pm
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Background
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:
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:
- In the Riva application, under "Policies", edit the current CRM Synch policy.
- Under the "Sync Start Time" tab, select the "Reinitialize All" check box.
- Set the "Sync Start Time" to 2020-1-1.
- 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.
- Create a \Riva\Transactions.Crm.MAPI folder where Riva CRM is installed.
- 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:
- In the Riva application, under "Setup" tab, click the "Exchange Web Services"
connection wizard.
- 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:
- In the Riva application, under "Policies", edit the current CRM Sync
policy.
- From the "General" tab, select the users and use the "remove"
button to remove the existing users from the policy.
- Select "add", then
select the EWS connection to add the users from the EWS connection.
- From the "Sync Start Time" tab, select the "Reinitialize All" check box.
- Set the "Sync Start Time" to 90-days in the past. (Or an appropriate start
date for your configuration.)
- 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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