How to Rename Folders and Categories in a Riva for GroupWise Sync Policy

Customer Question:

• Sync Start Date
• Category and sub-category names
• Folder names

This is done to ensure that Riva will always be able to find the destination in the email account where data from the CRM will be synchronized to.

It is possible to change locked in settings, but you must choose to "Re-initialize All" under the Sync Start Date tab in the policy.  "Re-initialize All' is an intrusive process that will remove all data created in the email account by Riva, make necessary changes as saved into the policy and then resynchronize CRM data back to the email account.  Since a policy is globally applied to all users targeted by the policy, the Sync Start Date, Category names and folder names must be identical for all the target users.

Note:  "Re-initialize All" can cause a significant load on the CRM server, the email server, and the Riva CRM host server. Do not perform a "Re-initialize All" during normal working hours.  It is best if this process is triggered to occur during quiet hours when there is little access to any affected users.  If there are more than 10 target users, consider scheduling a "Re-initialize All" for the weekend.

Procedure:  Steps to rename a folder or category, or reset a new sync start date:

1. Open the Riva CRM Monitor application and stop the CRM synchronization service.
2. Open the sync policy in the Riva application.
3. Under the "Sync Start Date" tab, check the "Re-initialize All" option.  This will unlock all settings in the policy.
4. Under "Sync Start Time" you can change the sync start date.  The date can be:
   
   - set to a different time in the past to increase or reduce the amount of data to sync from the CRM during the first sync cycle, or
   - set to a date 20 years in the future to remove all previously synced data.
5. Review all the other policy pages to modify any options to meet requirements.
6. Under the "Connection Options" tab, change the "Execution Threads" to a value of '2' for on-premise environments or to '1' if any target server is a hosted service. (This will reduce the load against the target servers).
7. Save the policy.  This will automatically restart the CRM Sync Service and immediately re-initialize user email accounts during the next sync cycle and remove the synchronized data from the user's GroupWise account.
8. In the Riva CRM Monitor application, ensure that the service restarted and target accounts are being re-initialized.
9. Once all accounts have synchronised once, open the CRM Monitor application and stop the CRM synchronization service.
10. Edit the sync policy in the Riva application.
11. Under the "Sync Start Date" tab, check the "Re-initialize All" option.  This will unlock all settings in the policy.
12. Change the sync start date to a desired date in the past. Make any other changes to folder names or category names or other policy settings.
13. Save the policy.  This will automatically restart the CRM Sync Service and immediately re-initialize user email accounts during the next sync cycle, build new folders and synchronize data from the users' CRM account to the users' GroupWise account.
14. In the Riva CRM Monitor application, ensure that the service restarted and target accounts are being re-initialized.
15. Once all accounts have completed a re-initialize sync, open the CRM synchronization policy in the Riva application.
16. Under the "Connection Options" tab, change the "Execution Threads" to the desired value.
17. Save the policy.  This will automatically restart the CRM Sync Service and normal synchronization will commence.

Email Account Cleanup

The previous address books, folders and categories will remain in the GroupWise client.  Users can manually remove them, or you can contact Omni for information on Riva policies that will remove those obsolete items.

Applies to: 

• Riva CRM Integration Server for GroupWise