Riva CRM Integration - Documentation and Knowledge Base

Prepare for the GSB Riva Server Setup Appointment

Article ID: 1354
Last updated: 05 Oct, 2016
The new article titled Prepare for a Riva On-Premise Get Started Bundle supersedes this article, number 1354. (Article number 1354 is no longer being maintained.)

A successful installation and setup of a Riva On-Premise server requires preparation, understanding the best practices, and using the correct deployment checklist:

Learn What Riva On-Premise Can Sync

Review the following articles to learn more about how Riva On-Premise will sync data between the email platform and the CRM system:

Each of those articles contain videos, summary explanations and a list of typical questions to ask yourself to assist evaluations teams with deciding how to configure Riva sync policy option settings.

How to Prepare for Riva On-Premise

Preparing the customer environment for a Riva On-Premise data sync includes:

  1. Preparing the Windows system that will host the Riva server.  Riva server can be installed on Windows 2012 or 2008 (32-bit or 64-bit).  For instructions, see Prepare Windows for Riva.

  2. Prepare the Email system for Riva.  Riva server can connect to four email platforms: Exchange, IBM Notes, Google's G Suite, or GroupWise:

  3. Prepare the CRM system for Riva.  Riva On-Premise can connect to industry-leading CRM systems. Select the appropriate Vendor CRM that Riva will connect to:

  4. Prepare firewalls and IESC to support Riva.  The Riva sync service needs target IP addresses and TCP ports configured on applicable corporate and Windows firewalls to support Riva connections, authentication and data transfer using SOAP.  The Riva wizards in the Riva Manager application need IESC to be configured to support connections. See:

  5. Prepare Test Users for Initial Sync.

  6. Confirm your readiness with your Riva Success Agent. Email your assigned Riva Successs Agent and confirm that you are ready for the schedule GSB appointment to install and configure your Riva On-Premise server.

Article ID: 1354
Last updated: 05 Oct, 2016
Revision: 5
Views: 4986