Riva CRM Integration - Documentation and Knowledge Base

Microsoft Graph: Riva Connection Setup

Article ID: 2275
Last updated: 29 Sep, 2022

Applies to Riva 2022.1 and higher.

To create and test an OAuth Client Secret-based Graph connection:

  1. Ensure that you have prepared Office 365 for a Riva EWS connection.
  2. In Microsoft Azure, create and configure an Application Registration.
  3. In the Riva Manager application, enter the OAuth Client Secret-based connection details.
  4. Test the connection.

Note: Feature Toggle Information

Step 1: Ensure That You Have Prepared Office 365

Step 2: In Azure, Create and Configure an Application Registration

Step 3: In Riva, Enter the OAuth Client Secret-Based Connection Details

  1. Launch the Riva Manager application, on the menu bar, select Setup.

  2. In the left pane, under Connection Wizards, select Add Email, then choose Microsoft Graph.

  3. On the wizard's Welcome page, select Next.

  1. Enter the connection details required by the OAuth Client Secret-based connection.

    1. E-mail Address: The primary email address for the Riva connection account.
    2. Application (Client) ID: The ID of the Azure Application Registration that was created for the connection.
    3. Client Secret: The security key generated in Azure.
    4. Tenant ID: The Directory ID obtained from Azure.
    5. Redirect URL: The Home page URL obtained from Azure.
    6. Grant Admin Consent: Grant consent using Riva App
  2. Select Next.

  3.  An Office 365 login page shows up and “The primary email address" for the Riva Office 365 Service account needs to be entered, and all MFA should be enabled as per the customer's security policies.

  4. After a successful login a permission page pops up, click on Accept.

  5. If the Office 365 connection has been successfully created, select Finish. If not, contact the Riva Success Team.

Step 4: Test the Connection

  1. In the Riva Manager application, on the menu bar, select Setup. In the right pane, double-click the Microsoft Graph connection.

  2. Confirm that the connection credentials look correct.

  3. Test the connection as follows: On the Test page, leave the User E-mail field empty, and select Run Test.

    1. This verifies whether the credentials configured for this connection are working correctly. If so, a Connection Test Succeeded message box appears.

Feature Toggle

To set up Graph connector, you will need to add the keys to two files

  1. Riva Sync/Application/(((Riva App Version)))/RivaApp.exe.config file and
  2.  Riva Sync/Application/Omni.Riva.CrmAgentEx.exe.settings file

Keys to be added

<add key="Connection.IsDisabled.GraphConnection" value="False" />
<add key="Connection.IsDisabled.GraphCrmModule" value="False" />

Set-up Info

  1. RivaApp.exe.config -> keys go here
  2. If Omni.Riva.CrmAgentEX.exe.settings is missing, you can create one by copying the Riva.exe.config and renaming the file.
  3. Don't add keys to - C:\Riva\Trunk\Riva\Riva.exe.config file. This will not enable the UI option.
  4. If you have a RunTime folder, add RivaApp.exe.config file here. 


 

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Article ID: 2275
Last updated: 29 Sep, 2022
Revision: 17
Views: 0
Comments: 0