Riva CRM Integration - Documentation and Knowledge Base

Deploy Riva On-Premise for HCL Notes

Article ID: 1331
Last updated: 01 Feb, 2021

Contents of this Deployment Guide:

White Glove Session: Is this the first time you implement Riva On-Premise?

If you are looking to deploy or evaluate the Riva On-Premise server, we currently offer a “white glove” professional on-boarding service, free of charge. Within three hours of discovery, installation, configuration, licensing, testing, and introductory admin training, we will have you up and running with Riva. 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 HCL Notes and the supported CRMs.

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 HCL Notes 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 HCL Notes.

  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 HCL Notes.

  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 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: 1331
Last updated: 01 Feb, 2021
Revision: 15
Views: 4256
Comments: 0