Riva On-Premise supports data integration with intelecrm On-Premise, intelecrm Cloud Edition, and intelecrm Hosted. This article describes how to prepare an intelecrm server and the Riva server, to support a Riva impersonation CRM connection to intelecrm.
To prepare intelecrm for Riva
Riva server can be installed on any Windows system that meets the system requirements; 32-bit Windows is preferred. Installing Riva on a Windows server hosting the intelecrm server is not recommended.
Confirm that you can log in to the intelecrm application through a web browser by using an administrator-level account.
The following intelecrm server versions have been tested for Riva On-Premise:
Two performance tuning improvements may be required for on-premise intelecrm servers:
Riva server attempts to sync multiple target users concurrently can create many Apache instances on the intelecrm server that utilize most of the available memory. For six tips that can greatly reduce the impact of memory usage, see CRM performance tuning.
Another best practise on host Apache servers is to adjust the maximum number of worker process to match the amount of memory available on the server. For more information, see Recommendations for performance tuning and resource planning for CRM hosted on LAMP/WAMP.
The Riva connection to the target CRM must be configured to use the credentials of an administrator-level CRM user account. For intelecrm, choose one of the following options:
The administrator account provides the privileges required to impersonate each target user and make the necessary changes to records in the CRM for each target user.
Two configurations must be confirmed to enable the target users:
Configure the correct primary email address value
The Riva server attempts to match the primary SMTP email address of the target users in their email account to the primary email address value of the corresponding target user in intelecrm. Ensure that for each user, the email address values in the email system and intelecrm are identical.
Enable sufficient access permissions
The Riva connection to intelecrm uses the Enterprise Impersonation Model: When Riva creates new items in the CRM, it assigns ownership to the "target user". Since Riva is now acting on behalf of the target user, all audit fields in the CRM record the target user as the user that created and modified the item. Riva uses the permissions of the CRM target user to create and modify items and data in the CRM.
If the access permissions defined in the target user's assigned role are not sufficient, the Riva server displays "Access denied" errors for each data change it tries to synchronize. For more information, see SugarCRM Access Denied errors explained. Ensure that for each target user, permissions are assigned to create, modify, delete, import, and export datatypes that Riva will attempt to sync for that user.
Gather the following information:
That information will be required when you create the Riva connection to the target intelecrm system.