Setup and Configuration Overview - Riva Cloud

Article ID: 492
Last updated: 23 Mar, 2017

This article provides an overview of creating and configuring a new Riva Cloud account.

  1. Ensure that you are using a supported web browser.
  2. Register for an account:
  3. Enable data sync for users.
  4. Test data sync with a single user first.

Riva Cloud is a hosted version of the Riva On-Premise server that delivers Synchronization as a Service (SaaS) for transparent, cloud-based. two-way synchronization of appointments, tasks, notes, phone calls, contacts, leads, and accounts between Exchange, Notes, Google's G Suite, or GroupWise and industry leading CRM systems.

Because Riva Cloud provides synchronization as a service, there is no software to install or manage in your environment. Riva Cloud supports ALL email and mobile devices that communicate with your email server.

Step 1: Ensure That You Are Using a Supported Web Browser

Riva Cloud administrator and user pages (www.rivacloud.com) can be accessed from the following web browsers:

Step 2: Register for an Account

Log in to www.rivacloud.com, and select Try it now! to register a new Riva Cloud subscription and start a free Riva Cloud trial.

This will create a Riva Cloud admin user account. The email address specified will receive an email with a confirmation and a temporary password to log in to Riva Cloud and request a password change. If this is a single-user account, proceed to enabling data sync for users.

This user will be assigned as the admin user. Because you will be billed for this account, add a user that will be used to manage the subscription account and administer the users and for which CRM data will be synchronized.

For detailed instructions, see Register for Riva Cloud.

Switching to Corporate?

STOP:  If you think you might want to change your subscription to CORPORATE at a later time, DO NOT ADD USERS until you contact the Riva Cloud License Staff to switch the subscription type. After you add users, you may be billed an admin fee to change the subscription type.

Configure the Riva Cloud admin user

If this is a Riva Cloud COMPANY or CORPORATE subscription, you have the option to configure the Riva Cloud admin user to be a non-syncing user. Detailed procedure to do so.

Step 3: Enable Data Sync for Users

We recommend configuring data sync for a single user to learn the procedure and tweak the sync policy.

The following description of step 3 is a summary. In Riva Cloud, you will see links to the complete instructions.

To start data sync for a user, you need to create, configure, and enable three items:

  1. A connection to a target CRM system,
  2. A connection to a target email system, and
  3. A sync policy, which must be configured with options that define how the Riva Cloud service will sync users.

Create a CRM connection

The CRM connection gives Riva Cloud access to the user's CRM information. Riva Cloud needs to be able to access the login page for the CRM from the internet. In Riva Cloud, you will select your CRM, and a link will be provided for the complete instructions you need to create the connection.

  • For Single-User and Company subscriptions, a target connection to the individual user's CRM account is needed. User credentials (user name and password) are required.
  • For Corporate subscriptions, one target connection to the target CRM system is required, and users will not receive emails with a Riva Cloud login and password. The CRM connection account that is used by Riva must be a CRM account that has administrator privileges and can "impersonate" each user's CRM account.

Create an email connection

The email system connection gives Riva Cloud service access to the target user's email, contact, calendar, and related information. Riva Cloud needs to be able to access the target email system from the internet. In Riva Cloud, you will select your email system, and a link will be provided for the complete instructions you need to create the connection.

  • For Single-User and Company subscriptions, a target connection to each individual user's email account is needed. User credentials (user name and password) are required for each account.
  • For Corporate subscriptions, one target connection to the target email system is required. The "connector" account must have received full access impersonation/delegate access to the email accounts that will be managed by Riva.

If you are working with IBM Notes, please contact the Riva Success Team.

Define a sync policy

The Riva sync policy wizard is used to create a synchronization policy that defines how CRM and email data will be synchronized. In Riva Cloud, you will select a link to the complete instructions you need to create and configure the sync policy.

The Riva Cloud wizard used to create the sync policy becomes available only after the email and CRM connections have been created:

  • For Single-User and COMPANY subscriptions, each user creates a personal sync policy.
  • For CORPORATE subscriptions, a single sync policy is created and is applied to all users assigned to the subscription.

Step 4: Test Data Sync with a Single User First

  1. After adding and configuring a single user, test the data sync. Use this opportunity to learn how to sync data with Riva Cloud and to tweak the sync policy.

  2. After testing the sync, add users, and enable them for data sync.

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Article ID: 492
Last updated: 23 Mar, 2017
Revision: 14
Views: 6554
Comments: 0
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