Riva CRM Integration - Documentation and Knowledge Base

Riva Manager Application: Overview - Riva 2.4.52 or Higher

Article ID: 1840
Last updated: 26 Nov, 2020

Applies to...

The Riva Manager is the Windows application that is used to configure and manage the Riva On-Premise server.

The following table displays a screen shot of the Riva Manager application's main menu and provides information on what you can use the menu items for.

Main Menu Use This Menu Item To
Add Email create a connection to an email system.1
Add CRM create a connection to a CRM.1
Add Other create a connection group or some other special item.
Add Policy create a Riva synchronization policy.2
Service Monitor open the Riva Service Monitor.
Licensing view the licensing details and refresh a license, activate a license, or request a license.
Support contact the Riva Success Team on a Support Request form or generate a package for technical support.
Tools choose from a variety of functionalities.
About Riva view the About Riva window: it displays the version number and which modules are installed.3

Tools Accessed from the Tools Main Menu Item

Tips

  1. To edit an existing connection, double-click it in the right pane of the Riva Manager application.

  2. To edit an existing sync policy, double-click it in the right pane of the Riva Manager application. For other sync policy management tasks, see Manage Riva sync policies.

  3. Tip for advanced users or when instructed to do so by Riva personnel. From the About Riva window, you can access the Riva installation folder in Windows Explorer. To do so: In the top right corner of the About Riva window, double-click the Riva version number.

Applies to

  • Riva 2.4.52 or higher.
  • In Riva 2.4.50 and 2.4.51, the UI described in this article is available and is referred to as the New UI.
    To access the new UI from the Classic UI of Riva 2.4.50 and 2.4.51:
    • In the Riva Manager application, on the horizontal menu bar, select Tools, and then choose Try New UI.
    For information on the main menu used in the Classic UI, see Riva Manager application overview - Riva 2.4.51 or earlier.

Article ID: 1840
Last updated: 26 Nov, 2020
Revision: 53
Views: 44