Riva Insight Requirements

Article ID: 1422
Last updated: 13 Feb, 2019

Audience: Project Team Lead, Riva Administrators, and Server and Infrastructure Team.

Requirements:

Riva Cloud

When Riva Cloud hosts Riva Insight, each user requires the following:

  • Riva Cloud subscription with a connection to the CRM.

Note: The login credentials used for Riva Cloud are also used for the Riva Insight panel (the Insight panel).

In single-user mode or company mode, a user can install a stand-alone version of Riva Insight. For more information, see Step 2 - Install.

CRM

Riva Insight requires one or more of the following:

  • Salesforce,
  • Microsoft Dynamics CRM,
  • NetSuite,
  • SAP Hybris Sales (SAP C4C), or
  • Sugar.

Based on demand, Riva Insight will support other CRMs that are supported by Riva Cloud and Riva On-Premise. Contact us.

Email and Browser

Riva Insight has three sets of requirements, depending on how Riva Insight is deployed.

Riva Insight Outlook Web Add-in: Features and requirements

Riva Insight features supported by the Outlook Web Add-in:

  • Insight panel and
  • Track in CRM.
    Note: For Track in CRM, the mailbox must already be syncing via Riva Cloud or Riva On-Premise.

Requirements:

The Outlook Web Add-in requires one of the following email server/client combinations:

Server Supported Clients
• Office 365,
• Outlook.com,
• Exchange 2016, or
• Exchange 2013 SP1.
• Outlook 2016 for Mac,
• Outlook 2016 for Windows,
• Outlook 2013 for Windows 15.0.4779.1002 or higher,
• Outlook for Android (Android 4.4 KitKat or higher),
• Outlook for iPhone 4S+ and iPad 2+ (IOS 6 or higher), or
• a recommended web browser, including on mobiles and tablets:
  • Chrome (latest),
  • Firefox (latest),
  • Safari (latest),
  • Microsoft Edge (latest), or
  • Internet Explorer 11 (latest).
    Note: See Trusted websites.

 
Riva Insight Windows Add-in: Features and requirements

The Riva Insight Outlook Web Add-in also supports the Outlook 2016 and Outlook 2013 clients on Windows. For more information, see Which Riva Insight Add-in is for you?

Riva Insight features supported:

  • Insight panel,
  • Track in CRM, and
  • Basic mode: Basic email tracking.

    Note: For Track in CRM and Basic Mode, the mailbox must already be syncing via Riva Cloud or Riva On-Premise.

Requirements:

  • Outlook 2016, 2013, or 2010 client on Windows.
  • Because this is an Outlook software add-in, it does not matter which version of Exchange is used or where the Exchange service is hosted – whether on-premises or Office 365.
  • Supported on Citrix and Remote Desktop services.
  • Browsers:

Riva Insight for Notes: Features and requirements

Note: For IBM Notes, Riva Insight is an extension application.

Riva Insight features supported:

  • Insight panel.
  • Track in CRM. (Supported in Riva Insight 2018.5 or higher.)
    Note: For Track in CRM, the mailbox must already be syncing via Riva Cloud or Riva On-Premise.

Requirements:

  • IBM Notes 9 or 8.5.
  • Recommended browsers:

Trusted Websites

Riva Insight requires unrestricted access to the following websites for full functionality. Ensure that there are no restrictions blocking these sites on your operating system's default browser.

Site Why this site is needed
https://www.rivacloud.com/ Authentication
https://www.rivainsight.com/ Basic functionality
https://www.google.com/ Google and time icons
https://maps.googleapis.com/ Google and time icons
https://www.timeanddate.com/ Time icon

The Login with Salesforce feature requires unrestricted access to the following websites. Ensure that your operating system's default browser does not block these sites:

Site Why this site is needed
https://www.rivasync.com/ Authentication
Custom URL If the feature is used with a custom URL, the feature requires unrestricted access to the custom URL. To set up custom authentication, contact the Riva Success Team.

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Article ID: 1422
Last updated: 13 Feb, 2019
Revision: 37
Views: 4440
Comments: 0
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