Create, Test, and Edit a Connection Group: Riva

Article ID: 1435
Last updated: 23 Apr, 2019

For Riva Cloud and Riva On-Premise 2.4.41 or higher. Details.

Benefits of Connection Groups: a Use Case

A connection group makes migrating Exchange to Office 365 easier when there are Riva users in both environments simultaneously.

Specifically, a connection group makes it unnecessary in a migration strategy to create multiple Riva sync policies, one for Exchange users who have not migrated yet and the other for the Office 365 users.

How a Connection Group Works

A connection group is a list of all the email or CRM connections to be used for a Riva sync policy.

When Riva starts to synchronize, the first connection in the connection group is accessed. If a user cannot be found on the first connection in the group, Riva tries the next connection identified in the group.

In Riva Cloud and Riva On-Premise 2.4.44 or higher, it is possible to randomize the order in which the connections of the connection group are used. The purpose is to distribute the load over multiple connections.

Riva Cloud: Set Up a Connection Group

  1. Ensure that you have two or more valid Office 365 or Exchange EWS email connections.
    Note: Riva Cloud connection groups currently do not support other email systems or CRMs.
  2. Contact the Riva Cloud Success Team.

Riva On-Premise: Set Up a Connection Group

  1. Ensure that you have two or more valid email or CRM connections.
  2. Create a connection group.
  3. Test a connection group and configure other settings.
  4. Use the connection group in a sync policy.

Step 1: Ensure that you have two or more valid email or CRM connections

For instructions, see

Step 2: Create a connection group

To create a connection group:

  1. Start the Riva Manager application.

  2. Do one of the following:

    • If the menu bar displays Connections, then under Connections, select Add Other and choose Connection Group.

    • If, instead, the menu bar displays Setup, select Setup and, in the left pane, select Connection Group.

  3. On the Welcome page of the Connection Group Wizard, select Next.

  4. On the next page, enter a Connection Group Name.

    If you are using Riva 2.4.44 or higher, configure the other settings on this page:
    • Connection Type: Select Exchange, Google, or Other.
    • If you selected Exchange or Google, select one of the self-explanatory connection modes.

  5. Select Next.

    If you are using Riva 2.4.44 or higher and you selected Exchange or Google and also selected Automatically add connections of the same types to this group, you are done. The remaining steps of this procedure do not apply. Select Finish, and verify that an EWS Dynamic Connection or Google Dynamic Connection object has appeared in the right pane of the Riva Manager application.

  6. On the page titled Select connections for connection group, select one of the applicable service account email or CRM connections used by Riva to impersonate users, and select Add.

  7. For each applicable impersonation email or CRM connection, repeat step 6.

  8. Select Next, and select Finish.

    A connection group appears in the right pane of the Riva Manager application.

    Test the connection group and possibly configure other settings, and use the connection group in a sync policy.

Step 3: Test a connection group and configure other settings

To test a connection group and possibly configure other settings:

  1. Start the Riva Manager application. If the menu bar displays Setup, select Setup.

  2. In the right pane, double-click the connection group to edit it.

    The Connection Edit window appears.

  3. To test the connection: On the Connection Test page, leave the User E-mail field blank, and select Run Test.

    The system tests whether the credentials configured for the connections are working properly. If so, a Connection Test Succeeded message box appears.

  4. Select OK.

  5. To test impersonation access: In the User E-mail field, provide the email address of one of the email accounts that the connection group will synchronize with the target CRM, and select Run Test.

    If impersonation works, a Connection Test Succeeded message box appears.

  6. Select OK.

  7. To configure other settings, select the Group Members tab, and do any of the following:

    • To add more connections one at a time: In the Select... field, select a connection, and to the right, select Add.

    • To remove a connection: In the large list box, select the connection, and below the box, select Remove.

    • (Riva 2.4.44 or higher.) To distribute the load over multiple connections: Below the large list box, select the Enable randomization of connection execution check box.
      Result: The system tries connections at random instead of always beginning with the connection at the top of the list (and moving down the list only if the connection fails).

    Now use the connection group in a sync policy.

Step 4: Use the connection group in a sync policy

To use a connection group in a policy:

  1. In the Riva Manager application, on the menu bar, select Policies.

  2. In the right pane, double-click a policy to edit it.

  3. In the Edit CRM Synchronization Policy window, in the right pane, to the right of the largest box, select Add. In the Choose Connection window that appears, select the connection group, and select OK.

  4. If you selected an email connection group, then in the Mailbox Browser window that appears, add the target mailboxes of the syncing users that will be impersonated by one of the Riva account email connections specified in the connection group.

    Shortcuts are available to add a large number of mailboxes. For instructions on adding the target mailboxes, select one of these links:

  5. Back in the Edit CRM Synchronization Policy window, in the bottom right corner, select Save.

Applies to

  • Riva Cloud.
  • Riva On-Premise 2.4.41 or higher for Office 365, Exchange on-premises, IBM Notes, and G Suite.

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Article ID: 1435
Last updated: 23 Apr, 2019
Revision: 15
Views: 4500
Comments: 0
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