Riva CRM Integration - Documentation and Knowledge Base

Riva Bookings - Prerequisite to get Started

Article ID: 2273
Last updated: 03 Oct, 2023

Prerequisite to get started

A Riva member will walk you through the configuration process to start using the Riva Bookings. Please ensure you meet the following prerequisites prior to configuration.

1. Enabled Auto-discover EWS URL OR provide EWS URL for manual discovery 

Riva Bookings uses a protocol called EWS (Exchange Web Services) to connect to Exchange servers. There are essentially two ways that you can ensure that your Riva Bookings system will properly connect to your Exchange system or Microsoft 365 tenant. 

The first is by using Auto-discovery. If you have properly setup the auto-discovery entry in your DNS zone, then Riva Bookings should find your system. Configuring the Auto-discover protocol is a fairly standard step in setting up Exchange services, including Microsoft Office 365, but if you need more information, you can find it here: Autodiscover service in Exchange Server

To make sure you have properly configured Auto-discover, you can use this Microsoft tool: https://testconnectivity.microsoft.com/tests/Ola/input 

The second way to allow Riva Bookings to find your system is by manually providing the EWS URL in the configuration screen. If that is what you want to do, then there is nothing to prepare beforehand apart from knowing what the URL is for your system. 

2. Global Administrator Account 

In order to allow Riva Bookings access to Exchange mailboxes in Microsoft 365, you need to give consent to the Riva Bookings. Riva Bookings has a very simple mechanism to request you to give the consent required so your instance of Riva Bookings can access Exchange via EWS. 

Note: you do not need to make any changes in your Azure AD manually, the application takes care of this, when Microsoft asks you to grant the consent in a browser pop-up. Note that you will need to grant consent using an account with Global Administrator rights

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Article ID: 2273
Last updated: 03 Oct, 2023
Revision: 16
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