Deploy Riva On-Premise for HCL Notes

Contents of this Deployment Guide:

• White Glove Session.
• Learn more about Riva.
• Deployment checklist for Riva On-Premise.
• Riva is deployed. Now what?

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:

• Determine how Riva On-Premise will sync CRM and HCL Notes data.

• Do not run Riva CRM integration twice against the same target user.

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.
• Step 2: Install.
• Step 3: Configure.
• Step 4: Enable.
• Step 5: Evaluate.

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.

   • Salesforce
   • NetSuite
   • Microsoft Dynamics CRM
   • Oracle On Demand
   • Oracle Sales Cloud
   • SAP Cloud for Customer
   • Sugar
      

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.

   • Salesforce
   • NetSuite
   • Microsoft Dynamics CRM
   • Oracle On Demand
   • Oracle Sales Cloud
   • SAP Cloud for Customer
   • Sugar
      

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:

• How to evaluate Riva data sync during Riva trials.

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:

• How to add users to a Riva sync policy.
• How to remove users from a Riva sync policy.
• How to request licenses for more users.
• How to manage Riva On-Premise.
• How to upgrade the Riva On-Premise server.
• How to configure advanced enterprise error logging and notification.
• How to request support.