I created a new policy, but am not able to rename the Parent folder name for convert folders from Create New to Archive to CRM. I know there is a trick to it. Would you please let me know how to do that?
Answer:
There are three types of settings that are locked once a CRM synchronization policy is saved for the first time:
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 On-Premise 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.
To ONLY reset a new sync start date:
Open the Riva CRM synchronization policy in the Riva application.
Under the "Sync Start Time" tab, check the "Re-initialize All" option. This will unlock all settings in the policy.
Beside "Re-initialize All" option, select "Repoll". This will force the policy to recognize the new sync start time and sync all data that was not previously synchronized during the initialization sync (see Re-initialization Options for Exchange Accounts for explanation of re-sync options).
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).
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.
In the Riva CRM Monitor application, ensure that the service restarted and target accounts are being re-initialized.
Once all accounts have completed a re-initialize sync, open the CRM synchronization policy in the Riva application.
Under the "Connection Options" tab, change the "Execution Threads" to the desired value.
Save the policy. This will automatically restart the CRM Sync Service and normal synchronization will commence.
To rename a folder or category:
Open the Riva CRM synchronization policy in the Riva application.
Under the "Sync Start Time" tab, check the "Re-initialize All" option, select "Full", and choose Yes when prompted. This will unlock all settings in the policy.
Make any other changes to folder names or category names or other policy settings. You can also change the sync start date and time if desired.
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).
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.
In the Riva CRM Monitor application, ensure that the service restarted and target accounts are being re-initialized.
Once all accounts have completed a re-initialize sync, open the CRM synchronization policy in the Riva application.
Under the "Connection Options" tab, change the "Execution Threads" to the desired value.
Save the policy. This will automatically restart the CRM Sync Service and normal synchronization will commence.
Email Account Cleanup
If a full re-initialization is performed, users may see "Lost & Found" folders in their address book and calendar in their Outlook client. Users can refer to What is the "Lost & Found" folder in Outlook? for additional information.
The previous Contact and SmartConvert folders will not be removed from Exchange. Users will have to manually remove old folders (information will no longer be synchronized to old folders).
