Riva CRM Integration - Documentation and Knowledge Base

Deploy Riva for Exchange

Article ID: 110
Last updated: 23 Oct, 2015

Welcome to the Deployment Guide for Riva On Premise Server for Exchange.  This online guide is a compilation links to "Deployment Checklists" to match the combination of Exchange and specific CRM solutions. 

A typical Riva deployment includes the following steps:

  1. Prepare for a Riva server deployment - see Riva System Requirements
  2. Install the Riva server
  3. Create a connection to Exchange
  4. Create a connection to the CRM
  5. License the Riva server
  6. Create s synchronization policy
  7. Install the Riva sync service
  8. Apply recommended best practise advanced options
  9. Enable the sync policy and run the initial sync for users

Deployment Checklists: Riva On Premise for Exchange - Each checklists provides links to KB articles that are specific to Exchange and CRM systems being synchronized.

Select the Deployment Checklist that best matches your environment:

Article ID: 110
Last updated: 23 Oct, 2015
Revision: 2
Views: 10158
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