Riva can support running multiple sync policies at the same time. It is common for organizations' Riva administrators to create and manage sync policies to meet the unique data sync needs for specific groups of users, for example a sync policy for internal users and a different sync policy for mobile users. A user may need to be moved from one policy to another. For example, a user is being provided with a smart phone and tablet device and needs Riva to accommodate those sync requirements. The Riva administrator needs to move the user from the "Internal Users" policy to the "Mobile Users" policy.
In this article:
To satisfy the user request, the admin needs to:
These steps are used to disable the source and target sync policies that will be modified:
These steps are used to move the users from the source policy to the target policy. This involves moving the transaction files for the desired users.
Note: There is normally no need to re-initialize the users being moved. The following process will move the users to the target policy. After the target policy is enabled, syncing will resume for the moved users according to the target policy sync options. If there is a need to re-initialize the users, the instructions in this article will make it clear.
The following steps are used to enable the source CRM sync policy and confirm that the correct users are syncing.
The following steps are used to enable the target sync policy and confirm that the correct users are syncing.
When the moved users are syncing, their sync policy will sync only the items specified in the target sync policy settings. Items that were previously synced when the user was assigned to the source sync policy will no longer be synced by Riva, unless they are specified in the target policy. In addition, the sync pattern (the way of handling synced email items) may change, especially if advanced policies for mobile devices are configured in the target sync policy.
Riva admins need to provide clear instructions to the moved users about