Riva Insight 2018.5: Release Notes

Server version: 2018.5     Which version do I have? Client versions: Some of the functionality of Riva Insight server 2018.5 requires the following minimum client version(s) for your add-in(s): Outlook Web client version: Automatically updated. Windows for Outlook client version 1.1.25. IBM Notes client version 1.0.62. Which client version do I have? Release date: Nov. 28, 2018 Cloud customers: The Riva Insight server was upgraded automatically on 2018-11-28. On-Premise customers: For an upgrade package and to schedule a time to upgrade, contact the Riva Success Team. Riva Insight (Cloud version) is available as a free 15-day trial.

What's New in This Release

The following table shows what's new for the Insight panel or Track in CRM, depending on the Riva Insight platform and add-in that you use.

	Platforms	Riva Insight Add-Ins
		Outlook Web add-in	Windows add-in	IBM Notes add-in
Riva Insight (Includes Insight panel. Track in CRM.)	Cloud, On-Premise	New: Ability to grant specific users the permission to change settings.
	On-Premise	New: Authentication Provider Events are now logged.
	Cloud, On-Premise	New: The User Agent is displayed in Riva Insight.
Insight panel only	Cloud, On-Premise	New: New configurable settings.
	Cloud, On-Premise	Change of default behaviour: Now, the first contact that is displayed is not automatically expanded.
	Cloud, On-Premise			New client version: 1.0.62.
Track in CRM only	Cloud, On-Premise	Note: Track in CRM was already supported in the add-ins for Outlook.		Expanded feature: Track in CRM is now supported for IBM Notes. Requirements.
		Outlook Web add-in	Windows add-in	IBM Notes add-in

Riva Insight: Ability to grant specific users the permission to change settings

(Applies to all the add-ins of the Insight panel and Track in CRM.)

Cloud platform:

• By default, only Riva Insight users who are admin users in Riva Cloud can change Riva Insight settings.
• Now, to enable one or more users who are not Riva Cloud admins to change Riva Insight settings, contact the Riva Success Team.
   

On-Premise platform:

• By default, no Riva Insight users can change Riva Insight settings.
• Now, to enable one or more users to change Riva Insight settings, contact the Riva Success Team.

Riva Insight: Authentication Provider Events are now logged

(Applies to all the add-ins of the Insight panel and Track in CRM, on only the On-Premise platform.)

• Authentication Provider events are logged to their own files — not together with the main Riva Insight logs.
  Both types of log files are saved to the same folder.
  The types of log files are distinguished by the file name pattern:

Riva Insight: User Agent information in Riva Insight

(Applies to all the add-ins of the Insight panel and Track in CRM, on both the Cloud and On-Premise platforms.)

The user agent is a text string that your browser sends to every website that it accesses. It contains very specific information such as your operating system, browser version, and modifying plugins. That data can be used by the website to optimize the display of web pages and by the Riva Success Team for troubleshooting purposes. For more information on the user agent, see https://www.computerhope.com/jargon/u/useragen.htm.

To view the User Agent information from Riva Insight:

1. In the bottom right corner of the Insight panel or Track in CRM window, select .
2. In the Settings window that appears, select the About tab.
    

For information on the other settings on the About tab, see About tab.

Insight panel: New configurable settings

(Applies to all the add-ins of the Insight panel, on both the Cloud and On-Premise platforms.)

• Account display.
• Show External Contacts First.

Account display settings:

• You can now customize the Upcoming interactions and Recent interactions of accounts in the Insight panel. That includes the ability to rename the labels "Upcoming interactions" and "Recent interactions" to match your organization's naming conventions.
  
  To access the settings:
  1. In the bottom right corner of the Insight panel window, select .
  2. In the Settings window that appears, select the Insight panel tab and then the Accounts tab.
      
  For more information, see Account Display settings.

Show External Contacts First:

• If the Insight panel is configured to match email addresses against contacts that are in the same domain as yours, then, by default, external contacts are displayed first, and then the same-domain contacts are displayed. If the number of external contacts reaches or exceeds the maximum number of contacts that can be displayed, none of the same-domain contacts is displayed.
  You can configure the Insight panel to display the contacts, whether external or same-domain, in the order that they are found.
  
  To display the contacts in the order that they are found:
  1. In the bottom right corner of the Insight panel window, select .
  2. In the Settings window that appears, select the Insight panel tab and then the Email Matching tab.
  3. Select the Match against contacts that are in the same domain check box.
  4. Clear the Show External Contacts First check box.
      

  To change the maximum number of contacts that can be displayed:

  1. In the bottom right corner of the Insight panel window, select .
  2. In the Settings window that appears, select the Insight panel tab and then the Email Matching tab.
  3. Change the value of the Limit results to [number of] matches setting.
      

  For information on the other settings on the Email Matching tab, see Email Matching tab.

Insight panel: The first contact is not automatically expanded

(Applies to all the add-ins of the Insight panel, on both the Cloud and On-Premise platforms.)

• In previous releases, the first contact was automatically expanded after you selected an email or performed a search.
  Now, that behaviour is changed: the first contact is not automatically expanded.
  End users can revert the new default behaviour to what it used to be.
  If you want the first contact to be automatically expanded on your device, do as follows:
  1. In the bottom right corner of the Insight panel window, select .
  2. In the Settings window that appears, select the Insight panel tab and then the My Settings tab.
  3. In the bottom right corner, set Auto-expand first contact to Yes.
      
  For information on the other settings on the My Settings tab, see My Settings tab.