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Riva On Premise - Release Notes
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Riva On Premise 2.4.35 (2013.11.19) - Release Notes

These release notes provide a quick overview of the major enhancements and fixes included in the following release:

Release version: 2.4.35.18582
Release date: 2013.11.19
Update procedure: How to Update Riva
Manual update procedure How to Update Riva from a ZIP file
 

 

Riva On Premise server is available for a free 15-day trial. 

Highlights of Riva On Premise 2.4.35

Changes to Riva Sync Policies

Changes to Riva Sync Policy for Exchange

Changes to Riva Policy for IBM Notes

  • Added support for IBM Notes in Exchange sync policy - Modified the standard Exchange sync policy to allow adding users using an IBM Notes connection.  

Changes to CRM Connections / Sync Policy

  • Custom Options Window Displays Connection Name - The CRM connection "Custom Options" form will display the connection name in the title bar of the window.
  • Custom option so first polls of calendar/task items is based on modified date - Added a custom option to modify the default first sync behaviour for calendar and task items to use "modified date" instead of default "start date".  Originally developed for GoldMine GISME to Riva transition projects as means to minimize chances of creating duplicate calendar and task items.  This option can be used for any CRM Sync Plug-in to Riva transition project.  Learn more ... How to configure Riva first sync to handle previously synced environments
  • Custom Option to leave folder items as marked as read after syncing them - Advanced custom option to mark all new module (applies to Opportunities, Cases, etc) folder items as read instead of the default unread.  Learn more ... Custom option to flag new Riva quick summary emails as read after syncing them
  • Custom Option to save .EML Mime email attachment with subject name of email.  Added a custom option that will save the .eml attachment with the same name as that of email instead of using OriginalMessage.eml.  Learn more ... Email processing option: Sync original MIME email as .EML attachment in the CRM

CRM Specific Enhancements / Fixes

Goldmine

  • GoldMine connection option to support user Exchange timezone settings - Added custom option for GoldMine connection to add support for individual user Exchange timezone settings to ensure that there is not a time offset issue for calendar items created in GoldMine and synced to Exchange appearing in different time slot in Outlook than originally scheduled in GoldMine.  Learn more ... Custom GoldMine connection option to support user Exchange timezone settings

Info@Hand

  • Completed successful sync tests for info@hand 7.0 and 7.1.

MS Dynamics CRM

  • Bug fix: Syncing appointment from Dynamics 2011 to Exchange, the timezone in Outlook shows as Rejkavic - Fixed bug if Riva is syncing updates for calendar items from MS Dynamics 2011 to Exchange 2010, the timezone in Outlook for the calendar item is changed to show Rejkavic, Iceland.
  • Custom option to "Delete contact should remove connection" - Added custom option so if the user deletes synced contact from Outlook/Exchange and someone modifies the contact in the CRM, Riva will not sync a new copy of the contact back to the user that deleted the Exchange contact. Learn more ... Custom option to not resync deleted Exchange contacts
  • Added new MSCRM 2011 Connection (Technology Preview) - Added new MSCRM 2011 connection for RU 11+ that supports the new XRM connection/authentication methods.  This connection wizard replaces the legacy connection that no longer works if MSCRM 2011 is updated to Rollup 11 or higher.  Learn more ... Create a Riva XRM-based connection to Microsoft Dynamics CRM 2011 & 2013
  • Custom options to enable "contact link" feature for MSCRM 2011 - Added app.setting custom options to the .config file to enable syncing "regarding" contact field in MSCRM are synced to "Related Contacts" field in Oultook.  Learn more ... Custom option to enable "contact link" feature for MSCRM 2011
  • Added multiple contact sync filter options to MSCRM 2011 connection - Added pre-defined contact sync filters (create, updates and deletes).  Learn more ... Configure contact filter options

MS Dynamics NAV (Navision)

  • NAV: Implemented email archiving and drop folder AssignTo - Added SmartConvert and AssignTo email archiving features for MS Dynamics NAV (Navision).

NetSuite

  • Notice - NetSuite: Impersonation match check fails because email match check is case sensitive - Discovered that impersonation match for email address is case sensitive.  The email address must match exactly between the Exchange SMTP reply-to email address value and the NetSuite user name.
  • Bug fix for NetSuite contact duplicated second address line - Bug fixed to ensure that when contact is synced from Outlook/Exchange to NetSuite, the second line of the address is not duplicated in the NetSuite created contact record.

Oracle CRM On-Demand

Salesforce

  • Added new tab "Advanced Mapping" on Salesforce connection UI to map ID fields between Salesforce and Exchange - Added support for mapping event GlobalObjectId (for appointment items) and MessageId, ThreadId and ConversationId (for email items).  Added "Advanced mapping" tab in Salesforce connection to provide UI to define mappings. Learn more ... Configure Advanced Mappings in Salesforce Connections
  • Riva default for Salesforce impersonation user match - If the option "During impersonation, look up user's login username based on email address", Riva will match against the Salesforce username, then against the primary email address value. Learn more ... Configure impersonation username matching
  • Bug fix: All Day Appointments across timezones are synced to the wrong day in Salesforce - Bug fix for all day appointments to correct if the user's local time is west of the organizer's local time, the appointment will end up on the wrong day in Salesforce
  • Limitation:  Salesforce cannot sync email matched to leads - Salesforce does not allow creating a task item that has a "Who" that is a lead.  This prevents SmartConvert matching of email addressees to Salesforce leads.
  • Extended Salesforce connection custom URL to support sandbox and custom ports - the custom URL in the Salesforce connection can now support connections to sandbox instances and using non-standard TCP ports.
  • Bug fix: Syncing older items from Exchange to Salesforce causes them to be deleted in Exchange - Riva will now skip appointment deletions in CRM to Exchange direction of the item is older than 30 days.
  • Bug fix:  InvalidOperationException deleting calendar item in Salesforce - Bug fix to handle calendar deletion error:  "Error occurred deleting item: Nullable object must have a value".
  • Custom option to make Who contacts in Salesforce additive only - Added custom option so that Outlook contacts in event "related contacts" list is synced to Salesforce as additive only.  If user removes a linked contact in Outlook, that contact is not removed from teh corresponding event in Salesforce.  Learn more ... Salesforce custom option to set related contacts on events as additive only 
  • Bug fix: Reminder is Set to the Wrong time for Recurring All Day Meetings - Fixed issue when Riva synced recurring all-day meeting with invitees in different time zones, Riva would sync reminders for the meeting to Salesforce and show the earlier time warning for all invitees.  This issue only occurred with recurring appointments originated in Outlook.
  • Bug fix to handle InvalidOperationException deleting calendar item in Salesforce - Add fix to handle the sync error " Error occurred deleting item: Nullable object must have a value."

Sugar

  • Bug fixes: Home/Alternate address field updates not syncing from Exchange to Sugar - add various fixes to ensure that contact updates in Exchange sync to corresponding Sugar contact records by fixing the mapping of Exchange "Home" fields to Sugar "Alternate" fields.
  • Bug fix: Failed sync creates CRM attachments over and over - Added a bug fix to prevent Riva from creating multiple copies of the same attachment in the CRM when a sync appointment with attachment fails.

Email System Specific Enhancements

Exchange/Outlook Specific Connections / Enhancements / Fixes

  • Custom option to handle matching closed contacts and accounts - Added option to skip closed contacts while searching for matching contacts and accounts for email sync.  Learn more ... Custom option to ignore closed contacts for email and calendar matching
  • Bug fix: to handle EWS sync error [[OE:You must load or assign this property before you can read its value.]] - Bug fix to handle EWS error "Unable to convert item to object: <Subject title> [[OE:You must load or assign this property before you can read its value.]] ---> Microsoft.Exchange.WebServices.Data.ServiceObjectPropertyException: You must load or assign this property before you can read its value."
  • Custom options to treat contacts and appointments assigned a "private" Outlook category as private - Custom options to define Ex categories that users can select to define a contact or appointment as private. Learn more ...  Custom options to assign "private" Outlook category to sync contacts and appointments as private

IBM Notes Specific Connections / Enhancements / Fixes

  • Added new IBM Notes Connection (Technology Preview) - Added a new connection wizard for IBM Notes to support Riva sync between IBM Notes and supported CRMs. 
    Currently, for customers looking to try the Notes integration, we are offering a “white glove” professional services offer. Since Notes customers are traditionally larger deployments, we take security, configuration and deployment very seriously and want to ensure they are successful the first time. This on-boarding service is free and the process we go through for all Notes deployment, it includes up to three hours of discovery, configuration, installation as well as training on Riva with the objective of having a new customer up and running at the end of those three hours.

  • Added support for contact "formatted" email value - Added support for email fields of Notes contacts that use a "name@fomain" <Description> format. Contact Riva support for additional information.
  • Added Web Proxy Support for the IBM Notes Connection - Added the support for http:// proxy settings derived from IE or the RivaApp.exe.config file.

GroupWise Specific Connections / Enhancements / Fixes

Changes to the Riva Server or Sync Workflow

  • Bug fix: Unable to sync appointments which use different iCALId formats - Riva is not able to sync appointments that use a non-standard ICal format.  Added support for additional formats or set to automatically skip sync.

Special Options that can be enabled by Omni Professional Services

Special options have been added to Riva in this release that require Omni Professional Services to enable and configure.  Contact the Riva support team to request any of these features:

  • Riva will continue to poll for updates if no changes detected - Riva polls for items until a maximum number updates per poll is reached or a maximum number of polls per sync cycle is reached.  Now Riva will continue to poll for changes if the maximum number of polls is reached and no updates have been detected yet.
  • Mailbox Migration Procedures - Added new functionality and procedure to support customers who migrate Exchange mailboxes (MAPI to EWS; mailbox migration between Exchange systems).  Procedure incloves a pre-migration scan to prepare Riva transaction records by mapping the CrmId to Exchange transaction items.  After mailboxes are migrated, Riva is configured to perform a post-migration scan to rewrite new messageIDs to Riva transaction records for Exchange items and re-link those items to corresponding CRM items.  Riva can be configured to use a dry-run mode to verify that the procedure is successful without writing changes to the target CRM and Exchange systems. Customers MUST contact Riva support to schedule this work which will involve multiple scheduled appointments to complete.
  • Salesforce:  Added support for multi-attendee event sync from Exchange to Salesforce - Added support for multi-attendee event syncing.  This requires installed a special technology preview version of Riva.  Contact Riva support for assistance to deploy the technology preview version of Riva. 
  • Salesforce: Custom Option to support matching for users for multiple license types - Added custom option to provide delimited list of supported license types for SmartConvert email addressee matching to CRM users.
  • Use MySQL as transaction database - added app.setting option and database connection to enable recording tranasction database to MySQL database.
  • Use MS SQL as transaction database - added app.setting option and database connection to enable recording tranasction database to MSSQL database.
  • Custom Options to handle undeleted items being re-deleted by Riva - Added custom options to handle scenarios where an item is undeleted. This allows the item to be resynced if the item in the target still exists, instead of re-deleting the item at the source.  Contact Riva support for assistance with undeleting items that Riva keeps re-deleting.

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Riva On Premise 2.4.34 (2013.06.28) - Release Notes

These release notes provide a quick overview of the major enhancements and fixes included in the following release:

Release version: 2.4.34.16909 (PUBLIC RELEASE)
Release date: 2013.06.28
Update procedure: How to Update Riva
Manual update procedure How to Update Riva from a ZIP file
 

 

Riva On Premise server is available for a free 15-day trial. 


Highlights of Riva On Premise 2.4.34

Changes to Riva Sync Policy for Exchange

  • Custom option to ignore private appointments - Added app.setting / custom option on sync policy to skip syncing private appointments instead of syncing "privatized" calendar items to the CRM. Learn more ... Custom option to ignore private appointments 
  • Add UI options to "Advanced Scheduling Options" for Item Change Detection - Added options to disable syncing of items that have been modified where the sync will not change the corresponding item in the other target system.


    Learn more ... Riva Exchange Sync Policy: Advanced Schedule Options for additional details.
  • Added Calendar policy option to skip appointment body updates from CRM - For appointments originating in Exchange, Riva will sync the appointment body to CRM and remove HTML formatting and possible drop content exceeding a certain number of characteers.  This option prevents Riva from sync the body content of those appointments back to Exchange this inadvertently applying unwanted content changes to the Exchange appointment.

CRM Specific Enhancements / Fixes

Goldmine

  • App.Setting to disable SmartConvert account matching - Added an app.setting for the Omni.Riva.CrmAgent.exe.config file (GroupWise sync) to correct issue with creating new contact that adds the email addressee as an additional contact to the new contact record.  Learn more ... GoldMine and GroupWise:  App.Setting to Disable SmartConvert Account Matching
  • Removed support for recurring appointment sync from GoldMine to Exchange - Customers reported that Riva creates and saves all appointment in the series to the date of the last appointment in the series. Riva will no longer sync recurring appointments from CRM to user email mailboxes.
  • Fix: ArgumentOutOfRangeException for GoldMine contact sync - Added bug fix for error reported in crmgw-log file: "Omni.Sync.ItemSyncException: Unable to convert object to item: Ian Sample [[OE:Index was out of range. Must be non-negative and less than the size of the collection. Parameter name: index]]"

MS Dynamics CRM

  • Added New MSCRM Connection for Office365 and MSCRM 2011 Rollup 10+ - see "Special options that can be enabled by Riva Professional Services" below.

NetSuite

  • Added UI Option on NetSuite connection to set "Default Customer Stage" - Added a NetSuite connection option to set the default customer stage from a drop-down list that Riva will assign to new customers/individual customers created by SmartConvert.  No stage is set by default.  Learn more ... Set other NetSuite sync options

  • Fix: Modified NetSuite connection wizard to include "Use Proxy" link - This fix adds the "Use Proxy" link that was not visible due to change to add "Get Datacenter Url Automatically" checkbox option.

  • Changed Default for Phone Call Item Sync to Exclude Matching Against Employees - Set default so if syncing a phone call from Exchange to NetSuite, Riva will skip matching attendees who are in the Employees List.  Added custom option to enable matching against the Employees List.  Learn more ... Enable Matching Invitees of Exchange Phone Calls Against NetSuite Employees List

Oracle CRM On-Demand

  • Fix:  Set end time / completed time correctly on tasks - Added bug fix to ensure that for end date/time is set correctly.  If the "status" of the task is marked as completed, the end-time should be set to the time the change was made.  For Email, the EndTime should be set to the delivered date.
  • Fix:  Riva will remove extra blank lines in synced email - When Riva syncs email from Exchange to the CRM, it will now remove additional blank lines between paragraphs caused when converting from HTML format email to text email that is created in the CRM.

Salesforce

  • Added Custom Record Types Field - When viewing the "Object Definition" of a Salesforce connection, if the Object Type is selected and there are custom record types in Salesforce for that object type, those custom record types will be displayed.  If custom record types are added after the Salesforce connection is created in Riva, click the "Refrersh" button to display the new record types.  Default record types will not be displayed.

  • Added "Predefined Filters" for "Contact visibility" in Salesforce connection Pre-defined Filters - In addition to team selling filters, added a new filter to sync contacts based on group membership, user and subordinate roles, and chatter subscription. Learn more ... Support for Salesforce "Team Selling" Using Pre-defined Filters

Sugar

  • Fix - Riva not syncing cleared fields for contact records - Fixes issue if user cleared certain fields from the contact record in the CRM or in Outlook/Exchange, Riva would not sync those changes to the corresponding record in the other target system.  

Exchange/Outlook Specific Enhancements / Fixes

  • Custom Option to Enforce SmartConvert Unique Account (Org) Matches by Email Domain - Added a custom option that can enforce unique matches against CRM Accounts (Orgs) for appointment/email recipient matching.  Learn more ... SmartConvert Custom Option to Enforce SmartConvert Unique Account (Org) Matches by Email Domain
  • Custom Options to Control Recurring Calendar Items from Exchange to CRM - Added custom options keys to set maximum number of occurrences and number of months.  Learn more ... Synchronizing Exchange Recurring Appointments
  • Custom Options to skip processing email or appointment if matches for specified email domain - Added custom options to skip processing email for matches to defined list of email addresses/domains.  Learn more ... Skip SmartConvert Processing for Defined List of Email Domains
  • Fix: Added logic to ensure list of target users based on AD Group is complete - Added additional logic to check membership of AD groups to compile complete and accurate list of target users for a sync policy.  Affects EWS 2010 connections.
  • Fix: Errors processing recurring events through MAPI connection - Added bug fixes for "System.Data.SQLite.SQLiteException: Abort due to constraint violation" errors and "Unable to retrieve occurrence ---> System.ArgumentException" errors when recurring calendar items created in Exchange and synced to CRM are then modified in the CRM.
  • Fix: Error gathering destinations for distribution group with contacts - If a AD distribution group used as a target in an Exchange sync policy contains a contact, Riva will stop processing with an error " [CrmGatherDestinations #0] [(null)] Unable to enumerate distribution list members".  Added logic to log unrecognized object types and continue enumerating the remaining addressees in the distribution group. 
  • Fix:  SmartConvert email address match to CRM users checks all email address values - Applied fix to ensure that when SmartConvert performs email addressee match against CRM users, it checks all email address values for active CRM users, not just the primary email address value.

Changes to the Riva Server or Sync Process

Special Options that can be enabled by Riva Professional Services

  • Oracle On-Demand:  Custom options to retrieve attendees for oracle even though option to disable syncing attendees is enabled - Added new Oracle specific attendee syncing disabled key which overrides the engine AttendeeSyncingDisabled key in the Oracle implementation.  Contact Riva support for instructions.
  • Sugar: Allow "Default Team" to be set per-module - Added custom options that can be set on the sync policy or Sugar connection that will specify the default Sugar Team on a per module basis.  Contact Riva support for instructions.
  • Salesforce: Added support multi-attendee events - Requires a special build of Riva to implement.  Contact Riva professional services to obtain and configure multi-attendee support for events.
  • GoldMine: Added GoldMine Connection Agent Service - This capability includes (1) install a new Riva to GoldMine Connection Agent service on the GoldMine server that does not need to use the GoldMine COM client. (2) install Riva on any Windows platform and create a Riva to GoldMine connection that does not need a GoldMine client, rather it connects to the Riva to GoldMine Connection Agent service installed on the GoldMine server.  This requires custom options be applied to the Riva server installation/  Contact Riva support to schedule.
  • MSCRM 2011: Modified connector to support CRM Dynamics Online and Roll-up 10+ - Added MS CRM 2011 Conection Agent service and modified connector that uses auth method for CRM Dynamics Online hosted by onmicrosoft.com and MSCRM 2011 upgraded to Rollup 8 or higher.  This requires custom options be applied to the Riva server installation. Contact Riva support to schedule this. 

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Riva On Premise 2.4.33 (2013.04.11) - Release Notes

These release notes provide a quick overview of the major enhancements and fixes included in the following release:

Release version: 2.4.33.16001
Release date: 2013.04.11
Update procedure: How to Update Riva
Manual update procedure How to Update Riva from a ZIP file
 

 

Riva On Premise server is available for a free 15-day trial. 


Highlights of Riva On Premise 2.4.33

Changes to Riva CRM Service Monitor Application

  • Fix: CRM Monitor did not display the removal of GoldMine contacts/leads from GroupWise - Add bug fix to ensure that if Riva synced removeal of GoldMine contacts or leads from the GroupWise adddress book, Riva would display the contact names in the user's activity monitor panel / log.

Changes to Riva Sync Policy for Exchange

  • Added "Ignore all day events" calendar option to sync policy - Some CRMs will block out an entire day as busy if Riva syncs an all-day birthday appointment from Exchange.  Added the calendar option "Ignore 'All Day Events' with "Show As: Free" to force Riva to skip syncing all all-day calendar items to the CRM. 

    Learn more ...
    Calendar option to skip syncing all-day Exchange calendar items

  • Updated Advanced Scheduling Form - updated the Advanced Scheduling form to include additional advanced options.  Learn more ... Riva Exchange Sync Policy: Advanced Scheduling Options
  • Added "Require category" option to "Sent Item" processing options - when enabled, Riva will only sync email that has been categorized by the user.  Learn more ... Enable automatic email archive to CRM from user's Sent Items" mailbox folder.

  • Attachment Option - Exclude inline image attachment - Added option to skip syncing images embedded in HTML body (**beta**).  Also replaced the text field for file exclusion and replaced it with a button that open a list window similar to the "Personal Email Domains" button. 

Changes to CRM Connections

  • Service app.setting or connection option to define maximum CRM poll limits per session - Any one user with an enormous sync can eat up all the memory and bring the whole server to a crawl.  Added custom option to be able to specify a maximum number of items to be polled per cycle. This can only be supported if the CRM can sort items by date modified, which most can.  Supports Oracle On-Demand, Salesforce and Sugar only.  Learn more ... Advanced option to set CRM poll limits per sync cycle

CRM Specific Enhancements / Fixes

Goldmine

  • Fix Goldmine contacts removed from GroupWise in the second sync - Fixed bug when GoldMine contacts synced to GroupWise address book during first sync were automatically removed during second or third sync cycle.
  • Fix for GroupWise appointments not synced to GoldMine - Fixed bug that caused appointments created in GroupWise to not sync to GoldMine calendar.
  • Fix: Riva not recognizing "Name <name@email.domain>" for smart convert to GoldMine - Added bug fix so that Riva will properly read the <name@email.domain> when contained in "<" ">" characters when performing SmartConvert email addressee matching.  For example, Riva would not match "Ian Sample <ians@example.com>" to an existing Ian Sample primary or additional contact in GoldMine.
  • Custom option to allow GoldMine notes to sync correctly to Exchange - Added GoldMine connection or sync policy custom option to permit proper syncing of HTML formatted notes in GoldMine to Exchange.  Learn more ... GoldMine: Custom Option to Enable Syncing of HTML Notes from GoldMine to Exchange

Info@Hand

  • Fix - Invalid Date Modified Error - Added a bug fix for "An Undefined Error - invalid_value occurred: date_modified" error with info@hand 7.0.11.
  • Fix - Delete Items Failing - Added bug fix for deleted items failing errors with info@hand 7.0.11.
  • Fix - Multi-day all-day appointments from Exchange not synced with all-day flag set - Added bug fix to ensure that a multi-day all-day appointment in Exchange will sync to CRM with the "all-day" flag checked.
  • Fix - Cannot create Riva connection - Added bug fix to correct problem with not being able to create Info@Hand connection due to login failed on verson 7.0.14+

MS Dynamics CRM

  • Fix - SmartConvert "- Create New" Folders Not Created - Added bug fix to correct problem with SmartConvert Email drop folders not being created during first sync.
  • Fix - Organizer for Calendar Items Not Set - Added bug fix to ensure that the "Organizer" field was set to the "From" value for appointments synced to the CRM.

NetSuite

  • Added default option for new datacenter URLs - Added to option to NetSuite connection which is enabled by default for new and existing Riva connections to NetSuite.  This was done to accommodate the recent consolidation of NetSuite datacentres and implementation of changes to the NetSuite connection APIs. 



    All Riva for NetSuite customers should upgrade to to this version of Riva to implement this new default.  Learn more ... Default connection option for NetSuite datacenter URLs
  • Custom option to require "Employee" matches have NetSuite login access - Added custom option that only permits SmartConvert / Sent Items contact/lead matching for email sync against NetSuite employee contacts only if the employee has login access to the NetSuite system.  Learn more ... Custom option to require "Employee" matches have NetSuite login access
  • Fix - Contact address should sync when Exchange contact is modified - Added bug fix to correct issue with Riva not updating the value of the "Address" field when a Riva-synced contact is nodified in Exchange and the change is not synced to the corresponding NetSuite contact record.
  • Improve handling of "EndDate is earlier than the StartDate" errors - Added better error handling for "EndDate is earlier than the StartDate" errors when Riva syncs new/modified NetSuite calendar items to Exchange.
  • SmartConvert create opportunities fail because matching account is disabled - Netsuite has a requirement to match an "Account" aka customer when creating an opportunity.  If the SmartConvert processing option "Assign to Account of matched contacts" is not checked, Riva will fail creating opportunties.  Changed sync policy default so that the "Assign to Account of matched contacts" option is checked by default.
  • SmartConvert contact matching search both email and alt email fields - Modified SmartConvert matching email addressees to NetSuite contacts logic to check values of both the "email" and "altEmail" fields to identify a matching contact.
  • Fix: Appointment Error EXCEEDED_MAX_FIELD_LENGTH - Added bug fix to handle conditions for appointment updates when the value of the location field in an Exchange appointment exceeds the NetSuite 200 character limit for the location field.
  • Improved INSUFFICIENT_PERMISSION error handling - Added better error handling for "INSUFFICIENT_PERMISSION" errors when updating, retrieving or creating calendar events

Oracle CRM On-Demand

  • Fix:  "Invalid Password Lockout" error - Added fix to handling CRM connection error.  Customer reported that Service Monitor shows CRM connection errors for "Invalid Password Lockout" but the connection test in the Riva Manager passed.  The crmex log showed [Your account is locked out due to too many sign in attempts. Please wait 4 minutes and try again. If you still cannot sign-in to your account after repeated attempts, please contact your company administrator to reset your password.] error.  Modified CRM connection so if Riva encounters this error it will drop the current CRM connection session and force the service to re-authenticate on the next sync cycle.
  • Fix:  SmartConvert create cases did not assign the case contact ID - Added bug fix so that Riva will automatically use the primary contact on the email to set the "ContactId" for the new case.

SalesLogix

  • Fix: "- Create New Email" folder not added to mailbox - Added bug fix to ensure that Riva added the "- Create New Email" drop folder in the user's mailbox.

Salesforce

  • Fix: Sync problems between GroupWise and Salesforce - Added fixes to correct issues with bi-directional syncing contacts, leads, appointments and tasks between GroupWise and Salesforce.
  • Added UI connection option to override the "view/edit" URL - Added a field to the Salesforce connection "Options" for the "Override View / Edit URL".  Learn more ... Salesforce Connection Option to Override View / Edit URL 

Sugar

  • Fix:  Version compatibility for Sugar 6.6.0 and 6.6.1 (Sugar On-Demand) connections -  Riva is not able to impersonate target users on Sugar On Demand systems (versions 6.6.0 and 6.6.1).  Riva sync engine reports "Access Denied: Users" errors.  A workaround has been added to enable Riva to successfully sync target users.  Learn more ...  Compabilityty Issue with SugarCRM 6.6.0 and 6.6.1
  • Added "Refresh Available Modules" button to Sugar connection - When a sugar connection is created Riva records supported modules discovered to a metadata file.  If additional modules are enabled or disabled in the Sugar system, the connection will not become aware of those changes.  Added "Refresh Available Modules" button under "Modules" to refresh the metadata for the connection.

Exchange/Outlook Specific Enhancements / Fixes

  • EWS conneciton option to refresh the host for autodiscover - When hosted services upgrade their Exchange systems, Riva can report "WrongServerVersion" errors.  This option provides means to refresh the EWS autodiscover URL metadata to resolve those errors.  Learn more ... How to refresh EWS connection AutoDiscover host data

  • Fix:  Set "Processing Complete!" category for re-processed emails - Added bug fix to ensure that when email with a "Skipped - Not matching contacts" category is re-processed in SmartConveret drop folders, Riva will remove that category and add the "Processing Complete!" category before moving the email back to the Inbox or Sent Items folder.
  • Change default handling for CRM deletes for contacts and tasks - When Riva syncs deletes of CRM contacts or tasks to Exchange, Riva will move deleted contacts and tasks to "Deleted Items" instead of purging the items.  This allows users to recover deleted contacts and tasks if necessary.  Learn more ... Can users recover deleted CRM tasks and contacts using Riva
  • Fix to archive HTML formatted email without extra spaces - Added bug fix to not insert extra CRLF when copying text of NTML formatted emails to email/task items in the CRM.
  • Fix to allow handling email addresses with apostrophes - Added bug fix to allow Riva to properly handle email addresses that include an apostrpohe " ' " in it, e.g. Ian_O’Sample@example.com

GroupWise Specific Enhancements / Fixes

  • Fix: Properly set high or low task priority on new GroupWise tasks - Added bug fix to ensure that new CRM tasks with high or low priority are created in GroupWise with correct priority assigned to the task.

Changes to the Riva Server or Sync Workflow

  • Cached "Connections" should only be cached for 24-hours - Modified cached connections to refresh once every 24 hours.  For "standard impersonation" if a user is disabled after the first sync, Riva will not become aware the user was disabled.  Since the service should never be restarted, Riva will never detect a user as being disabled. 

Special Options that can be enabled by Omni Professional Services

These are advanced custom options and settings that can be configured by the Omni professional services team:

  • Custom option to change location of "- Create New Email" folders to the root of the mailbox - Added custom option to override the default location of email drop folders.  Supports both EWS and MAPI connecitons.  
  • Added "Inbox" module and tab in Sync Policy - added ability to set processing options to handle auto-archiving of in-bound email from the user's Inbox and includes:
    • A 'require category' option to 'Inbox' SmartConvert processing
    • Ability to automatically sync email to a case
    • Sync private appointments using a customized subject
  • Added additional support for Salesforce multi-attendee feature in both standard and enterprise impersonation models - (in Beta only - must request Omni to participate) features include:
    • Handle Enterprise Impersonation Scenarios
    • Implement Enterprise impersonation support for multi-attendee events
    • Setting owner based on Exchange organizer even if multi-attendee option disabled
    • AutoDetect if Salesforce event relations support multi-attendee (multi.who) - confirm that multi-who is enabled for the Salesforce organization
    • Handle attendee limits - set max attendees to "10" per relationship
    • Modified connection options to include UI options for multi-recipient and multi-attendee handling
    • Implemented logic to allow only new appointments to be "multi-attendee - to ease the upgrade process, we'd like to allow for a hybrid sync, where all items created before the feature is enabled will continue to sync as "non-shared", and all items created after the feature is enabled will be "shared".

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Riva On Premise 2.4.32 (2012.11.27) - Release Notes

These release notes provide a quick overview of the major enhancements and fixes included in the following release:

Release version: 2.4.32.14620
Release date: 2012.11.27
Manual update procedure How to Update Riva from a ZIP file
 

 

Riva On Premise server is available for a free 15-day trial. 


Highlights of Riva On Premise 2.4.32

Changes to Riva Sync Policy for Exchange

  • Added Calendar option to treat deleted CRM calendar items as cancelled in Exchange - Added sync policy calendar option to treat CRM deleted/cancelled appointments as cancelled calendar items in Exchange instead of moving them to "Deleted Items" in the mailbox. 



    Supports Exchange 20078/2010 EWS connections only.  Learn more ... Sync deleted CRM appointments as cancelled 
  • AdditiveOnly attendee syncing is enabled when SmartConvert Filter uses "*" - When the "SmartConvert" or "Sent Items" create filter is set to "*" or to "Disable all contact, lead and account creation", Riva will enable "AdditiveOnly" attendee syncing.  In effect, Riva will not sync the removal of attendee(s), but will sync the addition of an attendee(s) to an existing meeting/event if the changes is made in either Exchange or the CRM.

  • Added "Re-initialize Rebase" option - added a "Re-initialize Rebase" option which clears the organization and contact reference mapper.  Only use this option when directed to do so by the Riva Support Team. 

    Learn more ... Re-initialization Options for Exchange Sync Policies

CRM Specific Enhancements / Fixes

Info@Hand

Custom Option to Create Contacts if Surname is Blank - Added an advanced custom option that inserts "(Unknown)" for the surname value if the Exchange contact record is missing the value for the surname (last name). Learn more ... Info@Hand: Custom option to sync CRM contact if surname is blank  

MS Dynamics CRM

Default Query Size Limit - Set the default CRM query limit of 100 items per query, same as MSCRM 4 limits. 

NetSuite

  • Added support for SmartConvert to sync Leads instead of Contacts - Added logic for SmartConvert to sync unmatched email addressees (and unmatched meeting atendees) as Customer - Lead if the processing option "Create lead instead of contact" is checked.  

  • Fix for create opportunity failure when "Team Selling" is enabled - added fix to ensure that when "Team Selling" feature is enabled, create opportunity defaults to selecting the owner's sales team.   

  • Added connection option to enable private appointment sync - Added a connection option to handle "Private" and "Show as Busy" NetSuite appointment syncing.  Once the option has been checked and applied, when Riva will try an alternate method to get access to the "Private" / "Show as Busy" appointment. 

    Learn more ...
    NetSuite: Enable Private Appointment Handling  

  • Custom option to not enable all non-contact objects as attendees to NetSuite appointments synced to Exchange - If a user creates an appointment that is related to an opportunity or case, NetSuite may relate non-individual customers, vendors or partners to that appointment.  When Riva syncs the appointment to Exchange, it would add those related non-individual customers, vendors or partners as attendees to the appointment.  Learn more ...  NetSuite custom option to exclude non-individuals as attendees to NetSuite synced appointments  

  • Custom option to prevent Employee contact sync from Exchange to incorrectly match customer reference - Normally, NetSutie employee contact don't have company ref. When it was synced to outlook, then synce back to NetSuite, Riva will search matched organization in metadataStore by email domain when comapnyName is empty. When the domain happened to matched with an existing organization, it will cause this employee contact to be reference to the oganization incorrectly.  Added a custom option to define employee contact email domains to avoid.  Learn more ...  Custom option to prevent Employee contact sync from Exchange to incorrectly match customer reference 

  • Added default filter to not search Employee contacts - SmartConvert will no longer match email addressees to Employee contacts.  

  • Added fixes for the following issues:

    • Fix for syncing emails with multiple attachments - added fix that resolved issue that caused Riva to sync an email with multiple attachments as multiple emails, each with a single attachment.  

    • Fixes for [Code = INVALID _KEY_OR_REF] errors - added error handling for invalid company reference, invalid recipient reference, invalid author reference, invalid phone call reference, invalid entity reference when creating a quote.  

    • Fixes for [Code=USER_ERROR] errors - added error handling for "please enter values for "Company" and "Invalid date range".  

    • Fix for [Code=UNEXPECTED_ERROR] - added fix to resolve issue with get attendee list failing when updating an appointment.  

    • Fix for contacts without company do not sync - fixed issue where personal contacts or contacts without company were not syncing from NetSuite to Exchange.

    • Fix to allow syncing employees and system users are contacts - fix for the error "Could not find matching type for conversion" (Employee/SystemUser to Contact).  

Oracle CRM On-Demand

Added multiple fixes for minor errors related to "stateless" session handling.

Salesforce

  • Added connection option to create "completed" tasks when synced email matched to contact or lead - Added connection option to always mark email as "Completed" if matched to CRM contacts or leads during SmartConvert processing.

    Learn more ...  Set Salesforce connection options 

  • Modified impersonation logic for matching contacts/leads - Salesforce impersonation logic will now match contacts and leads based on primary email, then username, then first matched result.  

Sugar

Exchange/Outlook Specific Enhancements / Fixes

Emails older than the Sync Start Date will not sync - Emails that are dated older than the sync policy "Sync Start Time" date that are processed by SmartConvert and Assign-to will now be archived to the CRM.  

Changes to the Riva Server or Sync Workflow

  • Controlling Riva Delete Polls - customers reported challenges with Riva consuming too many API calls / web service calls sending queries to the CRM asking if there are item deletions that need to be synced to Exchange.  Advanced custom options are available to control the frequency for delete polls and scheduling when delete polls are permitted.   Learn more ...  Advanced Options to Control Riva Delete Polls for CRM Data

  • SmartConvert & Sent items will not sync sensitive items - by default, Riva will not sync email/calendar items marked with a "Private", "Confidential" or "Personal" flag by the user. 

  • Assign-to Emails now ignore "must match contact or lead"  processing rule - Since the user has explicitly chosen to assign the email to an item, Assign-To should ignore this processing option defined in the sync policy SmartConvert page. 

  • Fix for attendees matching same contact and system user - Added bug fix to ensure that if appointment attendee matches a contact and a system user, the appointment will still be matched to the system user. 

Special Options that can be enabled by Omni Professional Services

  • Added GoldMine Connection Agent service - Added ability to support Riva sync to a Riva installed connection agent service removing requirement for GoldMine COM client dependancies (Beta only - contact Riva Support to volunteer as a Beta Tester).  

  • Salesforce:  Added support for multi-recipient emails/tasks and shared events - added Salesforce connection option to enable multi-recipient and multi-attendee tasks and events. 


    The option is crippled in the public release.  Changes for Riva to include support the “Shared Activities” functionality are quite significant and there are many upgrade scenarios that need to be handled. As it stands today, we are providing this “Shared Activities” enabled version to select customers once we have confirmed there will be no compatibility issues with a previous data having been synchronized prior to Winter 2013.  We want to ensure as many successful deployments as possible so we want to work with each customer to ensure a smooth transition.  Customers must contact Riva development to obtain a Riva release that enables this option.  Learn more ... Added support for Salesforce multi-recipient tasks and multi-attendee events

  • Limit Concurrent EWS Authentications - A customer reported an issue with their Exchange system having problems handling concurrent calls from Riva to resolve user names.  Added an app.setting to disable those concurrent calls.  Contact the Riva Support Team for instructions. 

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Riva CRM 2.4.31 (2012.09.17)

This release includes the following enhancements:

Riva Server

Riva CRM Sync Policy

CRM Specific Enhancements / Fixes

Exchange/Outlook Specific Enhancements / Fixes

GroupWise Specific Enhancements / Fixes

  • Fixed issue with SmartConvert contact matching was case sensitive - Switched logic to ensure that contact matching based on email address supports case insensitive matches.

Noticeable Fixes or Sync Workflow Changes

  • Exchange CAS Version Mismatch Handling Improved - added logic to delay sync when the Riva connection user does not match the be the same version as the user being impersonated.  This will require unique Riva EWS connections for Exchange 2007 and 2010 CAS servers/target users.
  • Fix for "Same key" Error -  Added fix for "Error occurred assigning references to item: An item with the same key has already been added" error.

Riva CRM Monitor Application

  • Nothing new

Special options that can be enabled by Omni Professional Services

  • Nothing new

Recommended Update Procedures:  Customers can upgrade their Riva CRM Integration Server server using the "Check for Updates" feature which can be configured to support proxy authentication environments.

Previous Release:   Riva CRM 2.4.30 (2012.08.03)

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Riva CRM 2.4.30 (2012.08.03)

This release includes the following enhancements:

Riva CRM Sync Policy

  • Fixed contact creation "*" wildcard filters - Fixed bug with using "*" wildcard in SmartConvert/Sent Item contact create filter so they work as expected.
  • Exchange 2003 Users Must Move to New Sync Policy - Riva now checks to ensure that users that were syncing using an Ex 2003 MAPI connection must be moved to a new sync policy if the connection is changes to EWS for that user.  Refer to Exchange 2003 Upgrade to Exchange 2007/2010 - How to Reconfigure Riva.

Riva Server

  • Nothing new

CRM Specific Enhancements / Fixes

  • Generic
    • Nothing new
  • GoldMine
    • Completed appointments are closed instead of deleted - when user completes an appointment, Riva will not delete the appointment from the user's Outlook calendar.
    • GoldMine to MAPI - Unable to impersonate - Riva will now use both GoldMine userID and email address to check for Exchange impersonation through MAPI connections.
    • Appointment alarm was improperly set - Fixed bug with Riva setting GoldMine appointment alarm when no Outlook notification was set for appointment.
    • Added support for carriage return in the notes section of a GoldMine appointment - enabled syncing line break from GoldMine appointment notes to body of Exchange and GroupWise appointments.
    • Added support all call types for completed call activity - Riva can now sync completion of all call type appointments.
  • Info@Hand
    • Connection test failed - fixed issue with Info@Hand connection tests failing.
    • Confirmed version compatability - confirmed Riva connects and syncs with Info@Hand version 7.0.x
    • SmartConvert to Opportunity not relating to generated accounts - Fixed bug with Riva email SmartConvert to Opportunity creating new contact and account, but new contact is not related to the generated account.
  • MS Dynamics CRM
    • Advanced scheduling doesn't work for service appointments - Fixed bug so that advanced scheduling for service appointments uses defined sync ratios.
    • SmartNote feature writing duplicate contact details - Fixed bug so Riva will not write duplicate contact details if duplicate contact references are passed in.
    • MsCrm: Version 2011 contact link doesn't work - Added custom option to MSCRM connection to ensure that Riva passes correct website URL to Outlook contact web links, and summary email "Review" and "Edit" buttons..
  • NetSuite
    • Added Team Selling Feature Enabled option to UI - added check box for the Team Selling feature to the NetSuite connection wizard and the connection options page.
    • Employee contacts to be retrieved with organic contact filtering - Set as default. 
    • Advanced option to set default subsidiary in sync policy - Custom option to create sync policies and set a default subsidiary value to support different business subsidiaries.
    • Change to default mapping for Phone Call module - Riva now maps the CRM PhoneNumber field to Outlook Appointment Location field for syncing the Phone Call module.
    • Phone Calls appearing on the wrong day when synced from Outlook to Exchange - fixed bug with setting correct dates for phone calls.
    • Enable private appointment sync when sync target user is connection user - added custom option to CRM connection to enable private flag override support for Basic Impersonation. New Netsuite connections enable this as the default. Contact Omni support to enable if upgraded Riva to 2.4.30+ release and need to correct "IsPrivate" errors.
    • Phone and country cleared in NetSuite are not cleared in Exchange - Riva modified to clear the country in Exchange only when the country is not specified in NetSuite.
  • Oracle On-Demand
    • Advanced option to include subbooks when filtering by books - added custom option to include filtering queries to include books and sub-books.
    • Attendee removal is not synchronized from Exchange to Oracle - fixed bug to ensure that if attendee is removed in Exchange, that change is synced to corresponding calendar item in Oracle.
    • New CRM connections are "Stateless" mode enabled - New Oracle CRM connections are configured as "Stateless" connections by default.  Ensure that CRM is configured to support "Stateless" connections.
    • Added more contact field mappings - updated contact mappings to include AssistantPhone, AssistantName, DateofBirth and MrMrs.  Only available when additional contact fields syncing is enabled. Contact Omni for additional instructions.
    • ItemSyncException: Error occurred assigning reference item - Fixed bug that generated the error "Omni.Sync.ItemSyncException: Error occurred assigning references to item: An item with the same key has already been added."
  • SageCRM
    • Nothing new
  • SalesLogix
    • Closed tickets continue to be synced - fixed bug so that closed tickets are no longer synced from SalesLogix to Exchange.
  • Salesforce
    • Added a custom URL option for Salesforce connection - Removed 2 existing options (Sandbox 1 and Sandbox 2) and added new custom URL option.
    • String not recognized as valid DateTime - Fixed bug causing issue with StartDate returning ActivityDate field value for an all day events.
    • Automatically remove converted Leads - Riva will automatically remove converted Leads from Exchange.
    • Appointment sync missing all day events - Fixed bug that prevented Riva from syncing all day events.
    • Enable private appointment sync when sync target user is connection user - added custom option to CRM connection to enable private flag override support for Basic Impersonation. New Salesforce connections enable this as the default. Contact Omni support to enable if upgraded Riva to 2.4.30+ release and need to correct "IsPrivate" errors.
  • Sugar
    • Nothing new

Exchange/Outlook Specific Enhancements / Fixes

GroupWise Specific Enhancements / Fixes

  • Nothing new

Noticeable Fixes or Sync Workflow Changes

  • Nothing new

Riva CRM Monitor Application

  • Change CRM Integration Log behaviour to reuse existing files - Riva will now use existing CRM Integration Logs for users if a service restart is detected.  This will reduce the number of user activity log files.

Special options that can be enabled by Omni Professional Services

  • Implement monitoring/notification feature for enterprise deployments - require customization of Riva server.
  • Custom Option to enable initial sync of Exchange-to-CRM by Module - Added advanced custom options to enable initial sync of Exchange-to-CRM by module. Contact Omni Developer team to configure this option.
  • Custom options to set hard start date filter for appointment sync - advanced custom options to set minimum start dates for appointment sync, CRM-to-Exchange and Exchange-to-CRM. Contact Omnni support to configure.

Recommended Update Procedures:  Customers can upgrade their Riva CRM Integration Server server using the "Check for Updates" feature which can be configured to support proxy authentication environments.

Previous Release:   Riva CRM 2.4.29 (2012.06.20)

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Riva CRM 2.4.29 (2012.06.20)

This release includes the following enhancements:

Riva CRM Sync Policy

CRM Specific Enhancements / Fixes

Exchange/Outlook Specific Enhancements / Fixes

GroupWise Specific Enhancements / Fixes

Noticeable Fixes or Sync Workflow Changes

  • Resolved a query issue that pegged the CPU
  • Improved query operations to take less time
  • Fixed CrmAgent: NRE while stopping service - Fixed a bug that cased a NRE (non-recoverable error) while the CRM Agent service was stopping.  This should reduce instances of the CRM Agent service getting stuck in "Stopping ..." state.

Riva CRM Monitor Application

  • Nothing new

Special options that can be enabled by Omni Professional Services

  • NetSuite: Added support for custom filters - custom filters can be employed to control item sync between NetSuite and Exchange.  Contact Omni Developer Team for more information.
  • Salesforce: Allow specifying of "StripSandboxUsernameSuffix" in query parameters - This will allow a single SSO instance to be tested in production and sandbox without having to reconfigure it.  Contact Omni Developer Team for more information

Recommended Update Procedures:  Customers can upgrade their Riva CRM Integration Server server using the "Check for Updates" feature which can be configured to support proxy authentication environments.

Previous Release:   Riva CRM 2.4.28 (2012.04.16)

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Riva CRM 2.4.28 (2012.04.16)

This release includes the following enhancements:

CRM Specific Enhancements / Fixes

  • Salesforce: Connection option to include primary contact as attendee - Added option for sync policy and added "Include primary contact as attendee" check box in Salesforce connection "Options" page.
  • Salesforce: Ability to match Account based on Account.Email__c custom fields - Modifications to automatically detect custom email fields on the accounts module and if found, use them when querying for accounts by domain. Contact Omni support for instructions.
  • Salesforce: "Sync email attachments to task itself" should be auto-selected -  "Sync email attachments to task itself" option is auto checked when creating a new Salesforce connection.
  • Salesforce: Matching portal only users as regular system users -  Corrected issue so that Riva does not select  Salesforce portal users as Salesforce user accounts for SmartConvert.
  • Salesforce: FIELD_INTEGRITY_EXCEPTION error creating private events - Corrected issue caused when syncing private Outlook appointments to Salesforce as private events.
  • Oracle On Demand: task contacts should not be retrieved - Modified so that CRM task contacts are not synced to Outlook (Exchange) address book unless organic filtering is enabled.
  • Oracle On Demand: ArgumentNullException Error on Impersonation Test -  resolved issue causing an "ArgumentNullException" error when impersonation test was done using the domain/username format.
  • NetSuite: INVALID_KEY_OR_REF errors - Fixed issue to ensure with SmartConvert with email and appointments does not link to inactive CRM users.
  • MSCRM: Contact assistant name and phone fields mapping - added default mappings for assistantName and assistantPhone for contacts.
  • MSCRM: ConnectBar only shows one link as "Edit" and "View" are identical
  • MSCRM: Custom filters limited to "By Ownership" - Custom filters should only be used if filter is set to "By ownership".
  • Sugar - Meetings created in CRM are reassigned to different users on update - fixed logic to ensure that updated appointments are not reassigned to different users in CRM.

Exchange/Outlook Specific Enhancements / Fixes

  • MAPI:  MAPI_E_TOO_BIG error polling for changes in sent items - Fixed issue that caused MAPI_E_TOO_BIG errors when Riva polled for changes in sent items.

GroupWise Specific Enhancements / Fixes

  • GroupWise Sync: NRE while syncing user - fixed issue that caused a "Object reference not set to an instance of an object" error while trying to sync a GroupWise 2012 user.

Noticeable Fixes or Sync Workflow Changes

Upgrading to the 2.4.28 release will fix the following errors and sync flow issues:

  • Contact Creation filter is case sensitive - corrected so that Riva reads filters as case-insensitive.
  • Attachment filtering filtering out all attachments - corrected bug caused Riva to filter all attachments when inclusive option is checked.
  • Sync error: CrmObject returned without valid date modified - fixed bug that caused a sync error "CrmObject returned without valid date modified".

Special options that can be enabled by Omni Professional Services

These features have been added to Riva to support customer specific requirements.  Contact Omni support to discuss and enable any of these custom changes.

  • Advanced option to enable Exchange to CRM uni-direction sync - It should only be used in very controlled environments, and especially not in deployments which use GlobalObjectId mapping.
  • Added ability to set default record type by name in Salesforce connection - Only use this while working with Riva technical support.
  • Oracle On Demand:  Added Custom Filter support for Oracle - added ability to define fields and string values to filter against.

Recommended Update Procedures:  Customers can upgrade their Riva CRM Integration Server server using the "Check for Updates" feature which can be configured to support proxy authentication environments.

Previous Release:   Riva CRM 2.4.27 (2012.03.21)

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Riva CRM 2.4.27 (2012.03.21)

This release includes the following enhancements:

Riva CRM Sync Policy

CRM Specific Enhancements / Fixes

  • GoldMine:  Added option to control max record count used for retrieving query results - advanced option to adjust number of records returned per query result. 
  • GoldMine:  App.setting to inject contact details into call subject - use this app setting to add contact details to the subject of calls synced from GoldMine to Exchange. 
  • GoldMine: query failed due to date-time format  - corrected issue with mismatched date/time format.
  • NetSuite: Advanced Option to enable/disable partner/vendor contact sync - added advanced option for sync policy of NetSuite connection to enable or disable contact sync to NetSuite partners and vendors.  Refer to "How Riva syncs Netsuite contacts" for details.
  • NetSuite: Enabled sync of contacts to Customer Subsidiary - if NetSuite subsidiaries feature is enabled, Riva can sync contacts to Customer Subsidiary. 
  • NetSuite: AssignTo sync failed - corrected issue with AssignTo sync failure displaying "Error occurred creating item: [Code=UNEXPECTED_ERROR]" in crmex-log files. 
  • NetSuite: Corrected Soap error - corrected issued causing "Soap error occurred with error code WS_CONCUR_SESSION_DISALLWD" in the crmex-log files.
  • Oracle On Demand: Contacts / attendees not owned by user are not syncing - corrected issue with contact filter by ownership not syncing all matching contacts.  Added advanced option to set ownership filter to include ownership + contact team.  Contact Riva support to implement this advanced option.
  • Oracle On Demand: Appointments synchronized from Exchange to Oracle show up one hour off in Oracle - corrected this timezone issue for users in Finland (UTC +2).
  • Salesforce:  Control how to Riva syncs email attachments - an advanced option for the Riva Salesforce connection to control how attachments for Exchange/Outlook emails are synced to Salesforce. 
  • Sugar: Riva sync to Sugar 6.4.2+ confirmed - Riva cannot sync to Sugar 6.4.0 or 6.4.1. Riva connection and data sync to Sugar 6.4.2+ tested and confirmed.
  • Sugar: multi day appointment duration was not set correctly - corrected issue with Riva not setting duration for multi day appointments correctly.

Exchange/Outlook Specific Enhancements / Fixes

  • No changes or enhancements

GroupWise Specific Enhancements / Fixes

  • Sync Policy edit window not showing all settings or options - corrected bug for Address Book page settings and options not being displayed when creating the GroupWise sync policy.  

Noticeable Fixes or Sync Workflow Changes

  • Error categories on recurring appointments trigger perpetual update loop - Fixed bug that ignored privilege exception handling errors on recurring appointments forcing Riva to always try to resync all appointments in a recurring series.  

Riva CRM Monitor Application

  • CRM Monitor sort order not toggling - corrected issue with the sort order not toggling properly when column headers in "Errors" page are clicked. 
  • CRM Monitor hiding control panel if agent not detected - corrected issue so that the control panel in the CRM Monitor application will always display, even if CRM Agent service is not detected. 
  • CRM Monitor for GroupWise not always displaying buttons - corrected issue to ensure that "Stop" "Start" and "Restart" buttons are always visible.

Riva SSO Provider for Salesforce.com

  • No changes or enhancements

Special options that can be enabled by Omni Professional Services

  • None

Updating Riva CRM Integration Server

Recommended Update Procedures:  Customers can upgrade their Riva CRM Integration Server server using the "Check for Updates" feature which can be configured to support proxy authentication environments.

Previous Release:   Riva CRM 2.4.26 (2012.03.06)

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Riva CRM 2.4.26 (2012.03.06)

This release includes the following enhancements:

Riva CRM Sync Policy

  • Address Book File Contact As Options RewordedSync policy "File As" drop-down list options are reworded to closely match the Outlook Contacts "File As" options. 
  • Reinitialization "User List" is sortable - Under "Sync Start Time" click on the "User" column header to sort the list of users in alphabetical or reverse-alphabetical order.  Click on a user and typing a letter will move to the first user in the list that starts with that letter (if one exists).

CRM Specific Enhancements

  • Netsuite:  Added support for Quotes module - Added SmartConvert and AssignTo support for the Quotes module (select in the "Other" page of the sync policy).  
  • GoldMine: Advanced option to disable NextActions syncing - that will disable syncing of GoldMine Next Actions.
  • GoldMine: Added all-day appointment sync - Implemented all-day appointment sync.  Multi-day appointments sync supported.  Recurring appointments created in GoldMine will not sync to Exchange/Outlook. 
  • GoldMine: Two licenses used by CRM Agent service - Corrected issue with Riva comsuming two GoldMine licenses when syncing target users. 
  • SalesLogix: Fixed issue with "The multi-part identifier "c.ACCOUNTMANAGERID" could not be bound" error. 
  • Oracle On-Demand: Resolved issue with session timeouts occurring too often.  
  • Oracle On-Demand: Connection option for Stateless syncing - Added advanced option for Oracle connection to enable stateless synchronization. 

Exchange/Outlook Specific Enhancements

GroupWise Specific Enhancements

  • No changes.

Noticeable Fixes or Sync Workflow Changes

  • Force CRM Agent Service to Restart Daily - advanced option to enable the CRM agent service to restart daily and to specify when the restart should occur.  Use this to imporve service stability for COM-dependant Riva connections like SalesLogix, GoldMine or Exchange MAPI.
  • Added Module Level Scheduling - Added "Advanced Scheduling" option to allow configuring sync schedules on a module-by-module basis.
  • Improved Cache Handling - Riva checks to ensure that CRM or Exchange item modifications that do not change any field data are not synced to the other corresponding target system.
  • MAPI_E_CORRUPT_DATA Error - Added method to handle this type of MAPI error.  

Riva CRM Monitor Application

  • No changes.

Riva SSO Provider for Salesforce.com

Special options that can be enabled by Omni Professional Services

  • Ignore unassigned appointment deletions older than X days - Advanced option to set number of days On GetUnassignedAppointments.  This configures Riva to ignore appointments older than x days. Contact Omni support to implement this option.
  • Reverse Direction of Re-Init Resync from Exchange to CRM - Advanced option to change direction of Re-init Resync to sync Exchange to CRM which can be used to repair CRM data using Exchange data as the source.  Contact Omni support to implement this option.
  • Reverse Direction of Re-Init Repoll from Exchange to CRM - Advanced option to change direction of Re-init Repoll to sync Exchange to CRM to allow resetting of Exchange poll times.  Customers must contact Omni support for detailed instructions and limitations.
  • Disable all email reference resolution - Advanced option to disable all email reference resolution.  In effect, this will disable all contact matching based on email address.  Customers must contact Omni support for detailed instructions and limitations.

Updating Riva CRM Integration Server

Recommended Update Procedures:  Customers can upgrade their Riva CRM Integration Server server using the "Check for Updates" feature which can be configured to support proxy authentication environments.

Previous Release:   Riva CRM 2.4.25 (2011.11.23)

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Riva CRM 2.4.25 (2011.11.23)

This release includes the following enhancements:

Riva CRM Sync Policy

  • KB 318: Ability to disable attachment support on per-module basis.  Added an advanced option to disable attachment sync on a per-module bases. 
  • KB 476: Ability to make attachment extension filter inclusive or exclusive.  Added ability to specify whether the attachment filter under "Advanced Options" page is inclusive or exclusive.
  • KB 524: Advanced option to disable synchronization of organizations.  If CRM is configured so that organization changes trigger modifications on contacts, the org sync is not needed. 
  • Move Emails with "MIssing Required Matches" to Source Folder (new default) - Change default email handling for SmartConvert/AssignTo emails that fail required contact/lead matching, email is assigned "Missing Required Matches" and moved back to a source folder ("Inbox" or "Sent Items").  In effect, users will no longer check drop folders for emails that failed to sync due to a lack of matching contacts/leads and Riva will no longer have to try to resync those emails on each sync cycle.

Riva Connections

  • KB 526: Added "Use Proxy" options to CRM connections.  Added ability to specify "Use Proxy" settings during or after creating a CRM connection.

CRM Specific Enhancements

  • KB 500: MSCRM:  Configure Timeout to Web Service Option.  Added an advanced option for the Riva application and the CRM Sync Agents to adjust the authentication and service timeout values for connections to the target web service. 
  • KB 499: Netsuite:  App.Setting to adjust / set the Riva query record limit.  Added app.setting options to adjust and set the number of records per query Riva copies from NetSuite. 
  • KB 504: GoldMine:  Advanced option to disable syncing of contact notes.  Added an advanced option to disable syncing of contact notes in GoldMine.  
  • KB 537: Salesforce:  Added advanced option to adjust Riva query retrieve size limit.  Advance option to adjust the number of responses from Salesforce to a query per API Call.  Use this option to improve sync performance or reduce the number of API calls consumed.  
  • KB 496: Salesforce:  Added advanced option to default RecordType when creating new entries.  Advanced options to assign non-default Salesforce record types as default for Exchange to CRM create sync. 
  • KB 020: SugarCRM: Added support for detecting IsClosed custom values.  App.setting to allow Riva to support custom values for detecting if items are closed.  

Exchange/Outlook Specific Enhancements

  • KB 465: During Contact creation, prefix new OrgName if not a match is found.  Revised the advanced option keys and values.  
  • KB 498: Remove "Bad" Categories from Master Category List.  An advanced option to identify and remove "bad" categories from user's Master Category List.  
  • KB 528: Ability to format the name of Accounts/Organizations created by Riva from Outlook Address Book.  Advanced option to add a prefix or suffix to the "Company Name" value when creating new contacts + account or organization objects in the CRM from the Outlook Address Book.  

Special options that can be enabled by Omni Professional Services

These features have been added to Riva to support customer specific requirements.  Contact Omni support to discuss and enable any of these custom changes.

  • MSCRM: Added ability to define custom filters.  Added ability to define custom filters using references to XML files.  
  • Salesforce:  Added "Add to Outlook" based on related object property.  Opt-in subscription-based contact filtering.  Requires Salesforce customizations. 
  • Salesforce:  Added "Private Contact Notes" based on note object.  Ability to store contact notes on a per-user basis.  Contact note body is not shared among users.
  • Salesforce:  Added support for custom email addresses.  Salesforce only ships with one Email address field on the Contact and none of the Account, customers often add custom fields.  Riva can be configured to easily match based on custom email fields. 
  • Oracle On-Demand:  Option to Disable Attendee Syncing.  Advanced option to disable global object ID mapping and attendee syncing.   
  • Advanced Option to force back updates on any module.  An advanced option for force a sync back to Exchange.  Enabled in cases where the CRM has custom workflow that may save changes to the CRM before Riva sync to the CRM completes. Since the date/time stamps of the changes is earlier than the full sync poll, new items are not synced back to Exchange as expected.  
  • Configure external file references.  Added ability to reference specific values from external files on connection and sync policy advanced options. 

Updating Riva CRM Integration Server

Recommended Update Procedures:  Customers can upgrade their Riva CRM Integration Server server using the "Check for Updates" feature which can be configured to support proxy authentication environments.

Previous Release:   Riva CRM 2.4.24 (2011.08.31)

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Riva CRM 2.4.24 (2011.08.31)

This release includes the following enhancements:

Riva CRM Sync Policy

Many of the changes in this release have resulted in noticeable changes in the Exchange CRM sync policy settings pages.  Refer to "Create and Configure a CRM Sync Policy for Exchange - Riva 2.4.24+" for an explanation of each CRM sync policy settings page.

CRM Specific Enhancements

  • GoldMine:  Contact Details in Appointment Subject:  Advanced Option to inject contact details into the subject of appointments synced from Exchange to GoldMine. (See "GoldMine: Advanced Option to Inject Contact Details into Appointment Subjects" for detailed instructions) 
  • SugarCRM / Info@hand:  Archiving outbound emails to the CRM:  When a user archives an outbound email from Exchange system, Riva will place the email item in the "Sent Item" email folder in the CRM.
  • Salesforce:  Added support for "Contract" object:  Similar to Opportunities / Cases / Quotes with Salesforce, added a "Contracts" module to provide ability to sync and assign email to "Contracts" with SmartConvert / AssignTo.  For pre-existing Salesforce.com connections, you will need to refresh the connection metadata.  Open the Salesforce.com connection.  Under the "Object Definition" tab, click the "Refresh" button.  Once complete, save the Salesforce.com connection edit window, close and restart Riva.  The "Contract" type will appear under the "Other" tab in the CRM sync policy.
  • MS Dynamics CRM:  Modify How Cancelled Calendar Items are Handled: If Riva is configured to delete closed CRM appointments from Exchange (see Remove Closed CRM Calendar Items from Exchange), this advanced option will enable handling of cancelled appointments.  (see Change Default for How Closed MS CRM Calendar Items are Removed from Exchange).
  • SageCRM:  Improved Appointment Sync Performance: Reduced the amount of time Riva takes to sync appointments.

Exchange/Outlook Specific Enhancements

  • Added "Vew" and "Edit" links to Contact Note in Exchange Address Book: To leverage a capability similar to the "ConnectBar", added a text links to "View" or "Edit" the contact in the Description of the synced contact in Outlook.. (see Advanced Options: Add Edit / View Links to Outlook Contacts)
  • Added "Connect" link to Contact in Website page address field: Added a link to the contact in CRM in the "Web page address" field in the contact in Oultook. (see Advanced Options: Add Edit / View Links to Outlook Contacts)
  • Drop folders in Oultook will display the number of total items instead of number of unread items: Riva will set the default for drop folders in Oultook to display total number of items in the folder.  This applies to EWS connections only.
  • Recreate instead of update AssignTo foldersWhen an AssignTo folder has been changed due to a change in the CRM, Riva will remove and recreate the AssignTo folder instead of updating the AssignTo folder (now the default).  iPad devices have a problem reading updates to Exchange folders.  This way the iPad will sync modified AssignTo folders new items, with the new data.
  • Improved handling of appointments declined/deleted by users in Outlook:  Improved Riva's handling of appointments that are declined or deleted by users to prevent possible creation of duplicates.


Noticeable Fixes or Sync Workflow Changes

  • Automatically Prompt to Remove Old Application Version Folders during an Update: When a "Check for Updates" is performed, if there are version folders older than 3 months, Riva will prompt to remove those folders to recover the space. 
  • Added Support to Sync S-MIME emails:  Riva will sync emails from the mailbox to the CRM that are signed S-MIME. 
  • SmartConvert option to include a prefix to the generated Account Name:  When SmartConvert creates a new account based on the email domain name, Riva can include a prefix to differentiate it from a manually created account in the CRM.  For example, Riva would save a new account for Salesforce.com as @Salesforce.com where a user would normally save that account as Salesforce.com. (see Advanced option: Add prefix to newly generated Account name for more details).
  • Change Riva default to identify "stuck" sync Items and de-prioritize the sync attempt interval:  When an item fails to sync, it can get "stuck" in a sync queue and Riva will continue to attempt to sync it (filling log files with the same errors).  Admins can now apply advanced options to re-prioritize the handling of "stuck" non-syncing items. (see Adjust how Riva handles items that are fail to sync for more details)
    • After the same item errors 3 consecutive sync cycles, the item will only be retried every 60 minutes.
    • After 2 more sync cycle errors spread 60 minutes apart, the item will be retried only once every 24 hours.


Updating Riva CRM Integration Server

Recommended Update Procedures:  Customers can upgrade their Riva CRM Integration Server server using the "Check for Updates" feature which can be configured to support proxy authentication environments.

Previous Release:   Riva CRM 2.4.23 (2011.05.30)

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Riva CRM 2.4.23 (2011.05.30)

This release includes the following enhancements:

Riva CRM Sync Policy

  • Setting Error Categories:  When an item in a drop folder fails to sync, Riva will assign an error category to the item and leave the item in the drop folder.  For successive sync cycles, Riva will handle those items:

    • if the user modifies the item to correct it, Riva will see this as a changed item, attempt to sync it again.  If successful, Riva will remove the error category and process the item normally.

    • if the user does not sync it, Riva will try to sync it again.  If successful, Riva will remove the error category and process the item normally.  If not successful, Riva will not change the error category and will continue to retry synching the item.

  • Custom AssignTo Index:  Added an advanced option to apply a custom index that affects the order AssignTo folders are displayed in the Exchange email client. Different custom indexes can be assigned to each module (e.g. Opportunities, Cases, Projects, etc).  (see Advanced option to modify the order AssignTo drop folders are listed in Outlook)

  • Enabled Re-init Options by Module:  Added ability to select specific module for a reinitalization option under "SyncStart Time".  Applies to Exchange CRM policies only.  (see Re-initialization Options for Exchange Accounts)

  • How to Rename Base Module Folder Names:  Added an advanced option to push custom folder names instead of the default "Create New <value>" folder names. (see How to rename the base module folder names)

  • Drop Folder Check Frequency Option:  Added SmartConvert and AssignTo drop folder check frequency settings to "Scheduling" page in the CRM policy. (see CRM Sync Policy: Scheduling - Control drop folder check frequency)

  • Category Colour Options:  Added option to set the color for categories in the "Address Books", "Calendar" and "Task" pages in the CRM sync policy.

  • Maximum Number of Contacts and Leads to Sync Options:  Added "Max number of contacts" and "Max number of leads" settings in the "Address Book" page in the CRM policy.

CRM Specific Enhancements

  • Oracle On-Demand - Enable Attachment Support:  Added option in the Oracle On-Demand connection to enable archiving attachments with emails. (see Archiving Attachments of Emails Not Supported for Oracle CRM On Demand)

  • NetSuite - Added Support for Projects:  Added "Projects" module that can enable SmartConvert for projects.  AssignTo support is not available.

  • SalesLogix - Skip Contact Prefix:  Implemented a default option to skip syncing contact prefix.

  • Override TimeZone from SugarCRM:  Riva will overwrite the timezone on the Exchange connection with user-defined CRM Time Zone (if specified ... mostly applies to SugarCRM systems).  

Noticeable Fixes or Sync Workflow Changes

  • Change Riva default to identify "stuck" sync Items and de-prioritize the sync attempt interval:  When an item fails to sync, it can get "stuck" in a sync queue and Riva will continue to attempt to sync it and fill the log files with the same errors.  Riva will now apply the following logic to stuck items: 
    • After the same item errors 3 consecutive sync cycles, the item will only be retried every 60 minutes.
    • After 2 more sync cycle errors spread 60 minutes apart, the item will be retried only once every 24 hours.
  • Force User Exclusivity - Riva will now detect if a user has been added to multiple sync policies and automatically stop synching for that user.  There is an advanced option to disable this. (contact Omni support to enable)

  • Merged Transaction Directories:  Enabled a default advanced option to merge all transaction folders into a common parent folder.  This permits checking to ensure that users are not assigned to two or more sync policies.  If enabled, when Riva is updated, transaction folders previously stored under seperate policy name folders will be merged to a common parent transaction folder as part of the update.  (contact Omni support to enable)

  • Re-Init Resync will Relink Unlinked Items:  When a Re-init "Resync" occurs, items that users have previously "unlinked" by removing the category, will be relinked.  As a default, Riva will no longer "unlink" when a category has been removed. This default has been changed to support iPad/iPhone that always clear the category when they update a contact/calendar item.   (see Re-initialization Options for Exchange Accounts)

  • Link Email to Accounts When Contacts Do Not Exist:  Riva will now sync a link for SmartConvert and AssignTo synched emails to accounts even if a matching contact or lead is not found in the CRM.  Applies only to supported CRMs that allow linking emails to accounts only. 

  • Salesforce Connection No Longer Uses Impersonation for Connection User:  When Salesforce SSO is configured, the SSO client is skipped and the regular password used if synchronizing the connection user.  The Salesforce SSO user no longer requires SSO enabled. 

Riva CRM Monitor Application

  • Copy ReferenceId to Clipboard: Added ability to right-click a ReferenceId in the Error list and select "copy to clipboard".  This can be used to find specific errors in log files. 

  • Enhanced Usability:   Improve right-click options in the Current Activity user list ("clear error count") and in the Errors list ("clear").  Also supports forcing the resorting of the lists by clicking on the column headers of either list.

Special options that can be enabled by Omni Professional Services

  • Store Logs in SQL: Added option to store Riva logs in a SQL database.  This requires Omni professional services to enable and configure. (contact Omni professional services)

Updating Riva CRM Integration Server

Recommended Update Procedures:  Customers can upgrade their Riva CRM Integration Server server using the "Check for Updates" feature which can be configured to support proxy authentication environments.

Previous Release:   Riva CRM 2.4.22 (2011.04.11)

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Riva CRM 2.4.22 (2011.04.11)

What's New in This Release

We are changing the look and feel of our Change Logs to be more user friendly.  This release includes the following enhancements:

In the Riva CRM Sync Policy

CRM Specific Enhancements

Noticeable Fixes or Sync Workflow Changes

  • SmartConvert Option - Corrected issue to ensure that if the option to "Must match at least one Contact/Lead" and all the recipients of an email are matched to SystemUser, then the item should not get processed.

  • Private Tasks - Changed sync work flow to skip synchronizing tasks from Exchange to the CRM if marked as 'Private'.

Updating Riva CRM Integration Server

Recommended Update Procedures:  Customers can upgrade their Riva CRM Integration Server server using the "Check for Updates" feature which can be configured to support proxy authentication environments.

Previous Release:   Riva CRM 2.4.21 (2010.02.15)

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Riva CRM 2.4.21 (2011.02.15)

In this Release.  This is a maintenance and update release that includes:

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 updating from a previous version of Riva, before you update to version 2.3.0 (or higher), 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.

Previous Release:   Riva CRM 2.4.20 (2010.01.25)

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Riva CRM 2.4.20 (2011.01.25)

In this Release.  This is a maintenance and update release that includes:

  • SugarCRM:  Riva now adds current user to attendee list if SugarCRM version is 6.1 or higher (see New Appointments Not Synchronized to User Creating Appointment).
  • SugarCRM:  Add support for customers that allow read-only system fields to be editable when SugarBean base objects have advanced customizations (contact Omni support for details).
  • SugarCRM:  Added additional EWS field mappings to custom fields (Assistant, Hobbies, Children, SpouseName, NickName, BusinessHomePage, WeddingAnniversary, Location and Manager).  Applies to EWS 2007/2010 connections only. (see How to Map SugarCRM Fields to Custom Fields in Outlook)
  • CRM:  If target CRM does not support Leads, options to configure Lead sync will not be visible in the Riva CRM policy.
  • Salesforce:  Riva will truncate appointments that are longer than 14 days in duration, to comply with Salesforce restrictions.
  • Salesforce:  Added support for bi-directional custom category sync (contact Omni support for details).
  • CRM-Exchange:  Added option so that if Riva cannot match an Account by Company Name or Internet domain, the account is not created (see How the Contact "Company Name" and "Email Address" are used to match new contacts to existing Accounts).
  • CRM-Exchange:  Added "Resync" and "Repoll" re-init types (see Reinitialization Options for Exchange Accounts).
  • CRM:  Fixed Attachment Filter option bug causing attachments to be over filtered.
  • NetSuite:  Added support for only "Assigned Items" filter.
  • HttpProxy:  Fixed error causing system default proxy (IE setting) to be ignored.
  • Major enhancements and fixes, focused on SalesLogix and Microsoft Dynamics Navision.

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 updating from a previous version of Riva, before you update to version 2.3.0 (or higher), 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.

Previous Release:   Riva CRM 2.4.19 (2010.12.14)

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Riva CRM 2.4.19 (2010.12.14)

In this Release.  This is a maintenance and update release that includes:

  • Added HttpProxy option on a per-connection basis.  Contact Omni support for details.
  • Salesforce: Emails have an attachment summary appended to their bodies that includes attachment name and size.
  • Salesforce:  Optional customization to expand required and optional attendee list (read-only sync from Exchange to Salesforce).
  • CRM Policy:  Added option to filter personal/private contacts using Company field (Exchange).
  • GoldMine:  Added option to customize phonenumber field mappings.
  • CRM Policy: Added option to disable fast sync.
  • CRM Policy:  Added option to disable creation of accounts when syncing contacts from Exchange to CRM.
  • CRM Policy: Added option to selectively reinitialize modules.
  • Various maintenance enhancements and fixes.

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 updating from a previous version of Riva, before you update to version 2.3.0 (or higher), 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.

Previous Release:   Riva CRM 2.4.18 (2010.11.01)

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Riva CRM 2.4.18 (2010.11.01)

In this Release.  This is a maintenance and update release that includes:

  • Salesforce:  Ability to specify a field to add as a custom category (only from CRM->Ex).  Contact Omni for details.
  • SmartConvert: Attachment Filter option to either skip attachment or to add a dummy attachment with a body that explains that the attachment was skipped.  Contact Omni for details.
  • CRM:  Added option to SmartConvert all new sent email after initial synchronization has been completed.  All new sent email with create date newer than policy initial sync date will be archived to the CRM.
  • License:  Trail licenses were reduced in length to 15 days.
  • Salesforce:  SmartConvert attachments can be assigned to Contact or Lead.  If an email is archived (Create New Email) it will be assigned to a Lead based on the email address if the Contact does not exist.
  • SugarCRM:  Update "Sync to Outlook" to include screenshot of option.
  • Various maintenance enhancements and fixes.

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 updating from a previous version of Riva, before you update to version 2.3.0 (or higher), 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.

Previous Release:   Riva CRM 2.4.17 (2010.10.22)

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Riva CRM 2.4.17 (2010.10.22)

In this Release.  This is a maintenance and update release that includes:

  • Salesforce:  Added SaleForce custom object integration.  Contact Omni for documentation.
  • CrmEx: Auto-restart if process encountered MAPI connection errors.
  • License:  License request will display warning if user requests a license for a .corp or .local email domain.  Enhanced the verbage on the CRM license wizard domain selection page. Added feature autofill the domains from existing policies.  Users can enter in a license count for the trial license.
  • CRM:  In case where CRM supports private appointments, Riva will not create contacts or match CRM entities from private appointments.
  • CRM:  Added new completed task options in app.config file.  Contact Omni for documentation.
  • SmartConvert:  Added attachment filter option under "Advanced Options" to specify maximum allowable file size by extension type.
  • Various maintenance enhancements and fixes.

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 updating from a previous version of Riva, before you update to version 2.3.0 (or higher), 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.

Previous Release:   Riva CRM 2.4.16 (2010.10.05)

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Riva CRM 2.4.16 (2010.10.05)

In this Release.  This is a maintenance and update release that includes:

  • License:  License wizard will allow selection of multiple email domains for Exchange.
  • CRMGw:  Add "Filter by: All visible" and "Filter by: Must be owner" options to all modules under "Other" in policy.
  • CRMEx:  Add "Owner" custom field to each item being synchronized from CRM to Exchange.
  • SmartConvert:  Added attachment filter option to specify maximum allowable file size by extension type.  Filter option added to CRM policy in 2.4.17 (2010.10.22)
  • Sage:  Added ability to send Http authentication.
  • CRM:  Deletion conflicts to be moved to "Lost and Found".  If a deletion is synched from the CRM, but the item in Exchange has been modified, the item is placed in the "Lost and Found" to preserve any data that might be there.
  • CRM:  Task alarms will be disabled if the task is completed.
  • CRM:  Added "Contact Deletion Options" under "Advanced Options" in policy to synchronize contact deletions from Exchange.
  • CRM:  Added 'Privilege Exception Handling Options' for create, modify and delete under "Advanced Options" in the policy.
  • Updates:  If Check for Updates fails, a window will open to display a KB article to explain how to manually apply the latest update.
  • Various maintenance enhancements and fixes.

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 updating from a previous version of Riva, before you update to version 2.3.0 (or higher), 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.

Previous Release:   Riva CRM 2.4.15 (2010.09.17)

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Riva CRM 2.4.15 (2010.09.17)

In this Release.  This is a maintenance and update release that includes:

  • CRM: Added Meeting Alarm/Reminder to all supported CRM. Enabled alarm feature support by default.
  • EWS:  Added UI option to select impersonation method of "Impersonation" or "Delegate".
  • CRM:  Riva should not match to accounts when email address is "personal".  Certain email domains, like gmail.com, yahoo.com, etc. are common for personal use, and are not valid for use when attempting to match to an existing account. When Smart-convert is creating a new contact for an email with a "personal" domain, it should not attempt to match, but should create a new account "personal" account with the user's email address.  For example - a contact with email address richard@gmail.com would create a new contact with email address richard@gmail.com and a new account with email address richard@gmail.com.
  • CRM Monitor:  Added active user count to the UI.
  • License Request:  Set the default trial license number to 5 users.
  • CRM:  Redesigned connection test tab for CRM connections.
  • Exchange:  Added ability in set different host for EWD from the one used for EWS.
  • Various maintenance enhancements and fixes.

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 updating from a previous version of Riva, before you update to version 2.3.0 (or higher), 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.

Previous Release:   Riva CRM 2.4.14 (2010.08.18)

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Riva CRM 2.4.14 (2010.08.18)

In this Release.  This is a maintenance and update release that includes:

  • Exchange:  Added ability in CRM sync policy to specify Category colour.
  • SugarCRM: Ability to specify a field to add as a custom category (only from CRM->Ex) [contact Omni for details]
  • CRM: Added Meeting Alarm/Reminder to all supported CRM
  • CRM: Added "Filter by: All visible" in addition to the current "Filter by: Ownership" for modules that appear on the "Other" tab.
  • MSCRM:  Opportunity can be assigned to Account or Contact.  If no Account is present on the matched Contact, use the Contact as the Customer set on the Opportunity.
  • SmartConvert: Relate to Account if not an AssignTo conversion.  When a email is dropped into the "Create New Email" folder, Riva currently assigns the email to the Contacts. Since user is not relating the email to a specific case/opportunity/quote, Riva will relate it to the Contacts' Account.
  • SalesLogix:  "Options" tab added to SalesLogix connection.
  • SageCRM:  In Sage, phone_calls are just meetings, with a phone action.  Filter modified so that all appointments types are synchronized as appointments [CRM > Exchange] to support phone calls as appointments.
  • SugarCRM:  Added support for PHP 5.3.
  • Various maintenance enhancements and fixes.

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 updating from a previous version of Riva, before you update to version 2.3.0 (or higher), 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.

Previous Release:   Riva CRM 2.4.12 (2010.06.28)

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Riva CRM 2.4.12 (2010.06.28)

In this Release.  This is a maintenance and update release that includes:

  • Added ability in the CRM synchronization policy to control the sorting type for AssignTo folders.
  • GoldMine:  Added ability to disable "Supplemental Contact" synchronization in connection.
  • SageCRM:  Added support for Leads.
  • GoldMine:  Allow per-user custom filters.
  • GoldMine:  Sync GoldMine "Next Actions" type as appointments.
  • MSCRM-Exchange: Implement ability to view/edit MSCRM service appointment notes in Exchange.  Riva will sync notes to a notes.txt attachment.  Users can add a note by editing the appointment body.
  • Added a checkbox in SmartConvert tab of CRM sync policy to set CRM users and contacts are mutually exclusive.
  • Various maintenance enhancements and fixes.

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 updating from a previous version of Riva, before you update to version 2.3.0 (or higher), 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.

Previous Release:   Riva CRM 2.4.11 (2010.06.03)

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Riva CRM 2.4.11 (2010.06.03)

In this Release.  This is a maintenance and update release that includes:

  • Added ability to filter contacts and leads by visibility (default) or by owner (assigned to) in the CRM synchronization policy.
  • Various maintenance enhancements and fixes.

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 updating from a previous version of Riva, before you update to version 2.3.0 (or higher), 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.

Previous Release:   Riva CRM 2.4.10 (2010.05.14)

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Riva CRM 2.4.10 (2010.05.14)

In this Release.  This is a maintenance and update release that includes:

  • Salesforce: Added contact filter options in the policy.
  • SmartConvert: During a smart convert, if an email address doesn't match a contact or system user, and the leads module is enabled, Riva will attempt to search for an unconverted lead.
  • Fix: Fixed license wizard not recognizing some MAPI connections.
  • Fix: Added support for Exchange 2010 EWS connections.
  • Various maintenance enhancements and fixes.

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 updating from a previous version of Riva, before you update to version 2.3.0 (or higher), 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.

Previous Release:   Riva CRM 2.4.8 (2010.04.20)

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Riva CRM 2.4.8 (2010.04.20)

In this Release.  This is a maintenance and update release that includes:

  • Exchange: Support for Recurring Appointment.
  • Exchange: Reinitialize now deletes known items and move unknown items to "Lost & Found" folder.
  • Exchange: Added support for recurring appointments.
  • Exchange: Deleting appointment in Exchange is now replicated to CRM.
  • Exchange: Auto-Add "CRM Category" to Master Category List for EwsConnection (Exchange 2007).
  • SmartConvert Option: Create Lead instead of Contact if Contact isn't matched.
  • InfoAtHand: Add New Module Support: Projects
  • Fix: Corrected problem with not seeing MAPI connection in the License Request Wizard.

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 updating from a previous version of Riva, before you update to version 2.3.0 (or higher), 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.

Previous Release:   Riva CRM 2.4.7 (2010.04.06)

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Riva CRM 2.4.7 (2010.04.06)

In this Release.  This is a maintenance and update release that includes:

  • Added "Request Support" link to the CRM Monitor.
  • Netsuite: Use default Role instead of requiring 'Administrator Role' (ability to override on Connection)
  • NetSuite: Support for Subsidiaries (ability to define default on Connection)
  • maintenance enhancements and fixes

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 updating from a previous version of Riva, before you update to version 2.3.0 (or higher), 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.

Previous Release:   Riva CRM 2.3.6 (2010.03.16)

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Riva On Premise 2.4 (Latest Release Notice)

Latest Release.  We are pleased to announce the latest release 2.4.35 (2013.11.19) of Riva On-Premise Server

Please use this link to register for a 15-day trial evaluation of Riva Integration Server.

See Overview of a Riva Server Deployment
See System Requirements to prepare for a Riva On Premise server deployment
See Deploy Riva for Exchange or Deploy Riva for GroupWise

Looking for information on Riva Cloud?

In this Release.  Please refer to the Riva Server Release Notes for the latest feature enhancements and additions.

Riva On Premise Server Provides advanced CRM data integration between your CRM and Microsoft Exchange and Novell GroupWise. Unlike traditional Outlook CRM plug-ins, Riva gets installed and configured only once on a server. There are no Outlook plug-ins or mobile applications to install, configure, train or manage on users’ desktops, laptops or mobile devices!

Documentation:  Riva CRM Integration Server documentation includes:

Trial Riva CRMDownload and install Riva On Premise Server and request a  15-day fully-enabled trial license.

Upgrade Riva On Premise Server to the latest release:  Customers can upgrade their Riva CRM Integration Server server using the "Check for Updates" feature which can be configured to support proxy authentication environments.

Licensing and Pricing:  Riva On Premise Server is licensed on a per user, per CRM connection basis for each user whose information will be synchronised.  Please refer to the pricing information for more details.

Purchasing Riva CRM Integration Server:  Contact our sales staff.  Payment can be made with a Purchase Order, Credit Card, Bank Draft or cheque.  Purchase Orders can be faxed to +1.780-423-4711.

Support for Riva On Premise Server:  Riva On Premise Server licenses include software maintenance, support and full upgrade protection.  Training, configuration and best practice consulting are not included as part of the support agreement.  See Understanding Riva Support and Professional Services for more information.