Riva CRM Integration - Documentation and Knowledge Base

Remove Categories from Exchange Items (Riva 2.4.45 or Higher)

Article ID: 1731
Last updated: 28 Jun, 2019
This article applies to Riva On-Premise 2.4.45 or higher. The technology that is described here is more efficient than the one described in Remove categories from previously synced items (Riva 2.4.25 [twenty-five] or higher).

In Riva 2.4.45 or higher, it is possible to re-initialize one or more users to remove specific Exchange categories from various Exchange items.

  • In Riva 2.4.47 or higher, the categories can be removed from contacts, tasks, and calendar items.
  • In Riva 2.4.45 and 2.4.46, the categories can be removed from only calendar items.

Why the options described in this article are more efficient than the options that were already available in Riva 2.4.25.

  • In Riva 2.4.45 or higher, before performing the actual removal, it is possible to execute a dry run. This is a highly recommended investigative process that lists, in the Riva logs, all the categories that will be removed if you execute the actual removal process.
  • In Riva 2.4.45 or higher, the categories are removed from the Exchange items without re-syncing all the previously synced items.

Caution: Regular expression (regex) patterns.
This process requires a comprehensive understanding of regex patterns. Clients can contact the Riva Success Team to request professional services to prepare regex patterns required for their use.

To perform a dry run and then remove specific Exchange categories from various Exchange items:

  1. Apply the following advanced options to the sync policy or to one or more users:

    • Sync.Crm.ReinitModifyItemCategories.SearchCategories = [literal sequence of characters (string) to find in the category names] (A preliminary filtering of the categories occurs on the Exchange server before Riva uses the regex option in the client. Only the category names that contain the string pass through the filter.
      • Example: Sync.Crm.ReinitModifyItemCategories.SearchCategories = Err (Only the Exchange categories that contain the string Err pass through the filter before being processed by the regex option.)
    • Sync.Crm.ReinitModifyItemCategories.CategoriesToRemoveRegexPattern = [regex pattern] (Sets the regex pattern that is used to identify which categories to remove. If any user has added categories in Outlook that match the regex pattern, the categories will be removed from Outlook.)
      • Example: Sync.Crm.ReinitModifyItemCategories.CategoriesToRemoveRegexPattern = ^Err.*$ (Slates for removal any category that begins with the string "Err".)
    • Sync.Crm.ReinitModifyItemCategories.DryRun = true (Highly recommended. Performs the dry run, which outputs to the Riva logs the list of categories that will be removed during the actual removal, as described later in this procedure.)
  2. Perform a re-initialization with the Modify Item Categories re-init option for the same user or users that the advanced options were applied to.

  3. Sync.

  4. Examine the logs to see if the results are what you need during the actual removal.

  5. If they are, remove the Sync.Crm.ReinitModifyItemCategories.DryRun option or set it to false. Apply the Modify Item Categories re-init option to the same users as previously, and sync.

    Result: This time, the sync actually removes from the designated users' various Exchange items the Exchange categories that were listed in the logs during the dry run.

Article ID: 1731
Last updated: 28 Jun, 2019
Revision: 11
Views: 4620