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Deploy Riva On-Premise for Exchange

Article ID: 1329
Last updated: 01 Feb, 2021

Contents of this Deployment Guide:

GET STARTED BUNDLE: Is this the first time you implement Riva On-Premise?

If you need assistance with deploying Riva On-Premise, we offer a Get Started Bundle professional on-boarding service. Within three hours of discovery, installation, configuration, licensing, testing, and introductory admin training, we will have you up and running with Riva On-Premise. To order a Get Started Bundle, contact the Riva Success Team.

Learn More About Riva

Audience: Project Team Lead, End-User Evaluation Team, and Riva Administrators.

Before you deploy a Riva On-Premise server, we recommend reviewing the following information:

Deployment Checklist

This deployment checklist provides links to critical information for the various project teams to prepare and deploy a Riva On-Premise server, in order to sync data between the CRM and email services.

A typical Riva On-Premise server deployment involves the following major steps:

Step 1: Prepare

The following articles can be provided to the customer teams involved in preparing to deploy a Riva On-Premise server:

  1. Prepare the host Windows server for Riva.
    Audience: Server and Infrastructure Team.

  2. Prepare Exchange for Riva.
    Audience: Messaging Team.

  3. Prepare your CRM for Riva.
    Audience: CRM Management Team.

  4. Prepare test users for Riva evaluations.
    Audience: Project Team Lead and End-User Evaluation Team.

Step 2: Install

Audience: Riva Administrator.

To install the Riva On-Premise server, set up connections, and license the server:

  1. Install the latest public release of the Riva server.

  2. Create and test the Riva connection to your Exchange system.
    Note: Each Exchange solution has unique and specific requirements.

  3. Create and test the Riva connection to your CRM.
    Note: Each CRM has unique and specific requirements.

  4. License the Riva server.

Step 3: Configure

Audience: Riva Administrator.

To configure Riva On-Premise for data sync:

  1. Create and configure a sync policy for Exchange.

  2. Install and configure the CRM Agent Service.

  3. (Optional.) Apply advanced and/or custom options.

Step 4: Enable

Audience: Riva Administrator.

To enable data sync, monitor sync between the CRM and user mailboxes, and troubleshoot typical sync issues:

  1. Enable the CRM sync policy and monitor the initial sync of one or more target users.

  2. Resolve common Riva On-Premise sync issues.

Step 5: Evaluate

Audience: Evaluation Team.

Once the Riva server is syncing data, evaluate Riva to confirm if it meets sync requirements and to determine if any changes (including customizations) need to be made:

Riva is Deployed. Now What?

Audience: Riva Administrator.

Once the Riva server is syncing data, you can refer to the following online resources to manage the Riva On-Premise server and maintain data sync:

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Article ID: 1329
Last updated: 01 Feb, 2021
Revision: 23
Views: 6720
Comments: 0
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