Start the Riva Manager application. On the menu bar, select Setup. In the left pane, select CRM: Infor CRM (SLX) to start the connection wizard.
On the wizard's Welcome page, select Next.
Provide the required information.
Server: Select the correct server from the drop-down list. Note: If the drop-down list is empty, enter the server name and tab to the Alias field. The Alias field will be auto-populated. That indicates that the connection is working as expected.
Alias: Select the correct server alias from the drop down list.
User Details: Connect with a user name and password or with Windows Integrated authentication.
User: This must be an admin-level CRM user account that Riva will use to connect to the CRM system and impersonate into the target user accounts.
Password: Provide the password for the admin account.
R/W Password: Provide the read/write password for the admin account (if configured).
Use Windows Integrated authentication: This option does not use user names and passwords. If you select this check box, the User, Password, and R/W Password fields become unavailable.
Using Web Client: (Recommended.) If the web services are deployed, select this option to allow Riva to sync emails with the ConnectBar, which provides links back to items in Infor CRM (Saleslogix) through the web client interface.
Web Client URL: Provide the website URL to log in to the Infor CRM (Saleslogix) web client for your system, for example, https://10.10.2.1:3333/SlxClient/.