How to Rename a Riva Sync Policy

It may be desirable to add multiple sync policies and apply a custom naming strategy.  Multiple policies will appear in the policy list in Ascending alphabetical order.

There are two procedures to rename a policy:

• Rename a synchronization policy
• Rename the sync policy file

Rename a synchronization policy for Riva On-Premise

To rename a sync policy:

1. Launch the Riva Manager application.

2. Select the Policies tab.

   

3. In the right pane, double-select the policy.

4. In the Name field, rename the policy.

   

5. Save the policy.

Rename the policy file

Renaming the synchronization policy for Riva On-Premise does not change the name of the policy file located in the \Riva\Configuration folder.  You must manually rename this file:

To rename the policy file:

1. In Windows Explorer, navigate to the Riva configuration folder: \Riva\Configuration

   

2. Select the Type column header to sort the files by file type.

   The old file is still named "CRM Synchronization Policy.policy".

   

3. Rename the file while keeping the .policy extension.