Integration with TrustSphere LinksWithin and LinksWithin Graph

Article ID: 1479
Last updated: 20 Nov, 2017
DOCUMENTATION NOTICE
This document is under development.

Following is a brief summary of Riva Insight's integration of TrustSphere LinksWithin and LinksWithin Graph.

Requirements

  • For Riva for Outlook 2007 or newer on Windows: Riva Insight Outlook add-in Version 1.1.16 or higher.

  • Office 365 or Exchange 2013 and 2016 on-premises: Riva Insight with LinksWithin and LinksWithin Graph are available as a native Mail App for these platforms. Requires that the administrator upload the Riva Mail App manifest to the Exchange instance.

  • (Support for IBM Notes for Windows and Mac and Gmail support is under development.)

  • Riva Insight server: Version 2017.1 or higher.

  • TrustSphere.

  • CRM Information Requirement: Riva for LinksWithin uses the website assigned to accounts in CRM to track organizations/companies/customers. This means that the LinksWithin and LinksWithin Graph icons appear only against accounts that have a website assigned to their record.

Functionality

Viewing a Relationship:

Scope: Only outbound emails form a relationship on the TrustSphere server, as defined below:

  • Outbound: The sender has an email address with the same web domain as the current Riva Insight user, and at least one recipient (To or CC) is in a different domain.

  • Internal: The sender and all recipients have email addresses in the same domain as the current Riva Insight user.

  • Inbound: The sender does not have an email address in the same domain as the current Riva Insight user, and at least one recipient (To or CC) has the same domain as the current user.

How to display a relationship in LinksWithin:

  1. The user selects an email item in Outlook.

  2. When the user selects the LinksWithin icon, Riva Insight reads the recipients and sender information and determines whether it is an outbound item. If so, Riva Insight displays the relationship information in LinksWithin.

    Riva Insight reads the email address of the current session user in Outlook. Using this information, Riva determines which email items are outbound, and relationships are retrieved from TrustSphere and displayed.

Icons:

  • Organization or Account: The LinksWithin and LinksWithin-Graph icons show if the organization has a website field in CRM. The icon appears next to the far right of the organization or account in the Insights panel.
  • Contact: The Linkswithin and LinksWithin-Graph icons apppar to the far right of the selected contact.

LinksWithin:

  • Organization: LinksWithin retrieves and displays the list of relationships from the TrustSphere server based on the domain of the website of the organization.
  • Contact: LinksWithin retrieves and displays the list view of relationships from the TrustSphere server based on the primary email address of the contact.

LinksWithin – Graph:

  • Organization: LinksWithin Graph retrieves and displays a graphical view of relationships from the TrustSphere server based on the domain of the website of the organization.
  • Contact: LinksWithin-Graph retrieves and displays a graphical view of relationships from the TrustSphere server based on the primary email address of the contact.

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Article ID: 1479
Last updated: 20 Nov, 2017
Revision: 11
Views: 597
Comments: 0
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