Riva Insight 2023.2 Release Notes

Server version: Which version do I have? Insight Server 2023.2 (2023.2.9.1105) Client versions: Which version do I have? Outlook Web Add-in The Outlook Web Add-in does not have a version. It does not need to be updated with every release to take advantage of the Riva Insight Server enhancements. Outlook Windows Add-in 2023.2 (2023.2.9.1088) Get Windows Add-in version 2023.2 In order to benefit from Riva Insight's latest enhancements and improvements, we recommend using the same version of Outlook Windows add-in as the Insight Server. We do not recommend upgrading the add-in to a version that is higher than the Riva Insight Server, as we cannot guarantee it would be compatible. Release date: May 29, 2023 Cloud customers: Riva Insight services will be upgraded the week of May 29,2023 On-Premise customers: For an upgrade package and to schedule an upgrade, contact the Riva Success Team. For a free 15-day trial of Riva Insight Cloud, schedule a consult.

What's New in This Release

• New! Riva Insight for Meetings on Outlook Mobile
• New! Importing and Exporting Insight Configuration
• Enhanced Experience for Insight Cloud Log In with Salesforce
• Other Enhancements and Bug Fixes
• Post-release Bug Fixes and Enhancements

Riva Insight for Meetings on Outlook Mobile

• What's New!
  • Riva Insight is now supported for meetings and appointments on Outlook Mobile.
• Current Limitations
  • Only supported for Android devices (Microsoft is presently working on support for iOS devices).
  • The Outlook Web Add-in with mobile appointments/meetings cannot be deployed through the Microsoft 365 Admin Center (issue has been raised with Microsoft).
• How do I use it?
  1. Ensure you have the Outlook Web Add-in installed from Riva Insight 2023.3 or later
  2. Within Outlook Mobile, open the meeting or appointment.
  3. Under the 'More actions' section, you will find "Riva insight" listed.
  4. Next to 'Riva Insight', click on the 'LOG' (for items that have not been tracked) or 'VIEW' link (for items that have been tracked).
  5. Riva Insight will open, allowing you to view details related to the meeting, or Track the meeting to CRM.

Import and Export of Insight Configuration

• What's New!
  • The Insight and Track configurations can now be exported or imported through the Insight settings Admin UI
• How do I use it?
  1. Access the Riva Insight admin settings using an account that has Riva Insight Administrator permissions.
  2. Expand the "Advanced" menu.
  3. Click on "Import/Export Configuration".
  4. Export or Import your configuration.

Enhanced Experience for Insight Cloud Log in with Salesforce

• What's New!
  • Riva Insight will now remember all login domains that you use to log in.
  • For customers that were pre-configured with a custom domain, you can now log in with your default domain, or other domains.

Other Enhancements and Bug Fixes

• Riva Insight Cloud and On-Premise
  • Added the ability to export and import the insight and track configuration from the settings Admin UI.
  • The label for the "Track" button is now configurable.
  • The listing of unmatched contacts can now be added to the Track in CRM page.
  • Fixed a bug where text area fields could not be configured to use more than 255 characters. (r89814 2022.5)
  • Added a configuration option to force Insight to always load email or meeting card from CRM.
  • The tooltip for the "Track" button is now configurable.
  • The Track Status badge is now configurable.
  • Added the ability to configure visibility and validation rules to check boxes in Track in CRM
  • Added an option to the Admin UI to turn on diagnostic and client-side logging (for troubleshooting purposes)
  • Fixed an issue where hitting enter did not add a new line for text areas.
  • Added the ability to managed Insight Administrators from the settings Admin UI.
  • Fixed an issue where Insight does not load when the email recipient or meeting attendee email address has an apostrophe in it.
  • Changed the behavior when showing CRM data in Insight, the data properly encoded instead of displaying as html
  • Fixed an issue that occurs when a user is signed out (sent back it the login page), the user is unable to log in without reloading the side panel, or closing and reopening Outlook
• Riva Insight On-Premise
  • Added a configuration option to force secure cookies when Insight behind the load balancer is configured to use http instead of https.
• Client - Outlook Web Add-in
  • Fixed a bug where Insight incorrectly detects a meeting series as being modified and preventing it from being tracked.
  • Fixed a bug where the meeting notes fields was appearing on a meeting series (should only appear for occurrences).
  • Tracking now shows feedback to the end user of the track progress.
  • Fixed an Object Reference error when opening meeting requests.
• Client - Windows Add-in
  • Refactored the add-in to address an issue where a tracked item is not reflected in Outlook after it has been synced.
  • Addressed issue where Track in CRM was showing/enabled for attached emails.
  • Fixed an issue where Insight does not load the contacts or meeting card for externally organized meetings.
  • Fixed an issue where Tracking an occurrence is tracking all other occurrences in the series.
  • Fixed an issue where an error pops up in Outlook when trying to forward a meeting.
  • Fixed an issue where some track properties are set as both public and private properties (should only be private).
  • Fixed an issue where an exception is thrown when a calendar item is opened and checked whether the calendar is the primary or delegate calendar

Post-release Bug Fixes and Enhancements

• Client - Windows Add-in
  • 2023.2.9.1243 - Updated Edge WebView2 SDK version from 1.0.955.0 to 1.0.1823.32 for better compatibility with the latest version of the Edge WebView2 Runtime (as of June 6, 2023)
  • 2023.2.9.1466 - Fixed an issue where the tracked badge was not showing for an occurrence when the series is tracked.
• Client - Outlook Web Add-in
  • 2023.2.9.1264 - Fixed an issue where a tracked meeting series was not showing the settings used when tracking due to an empty draft overriding the values.
  • 2023.2.9.1597 - The Outlook Web Manifest Generator now always includes appointments for mobile.
  • 2023.2.9.1733 - Fixed an issue where the support for Graph was not detected on iOS, preventing the Track option to appear on Outlook Mobile for iOS.
    Note: There are a couple limitations on iOS that may prevent the ability to track. Riva is collecting details to submit a bug report to Microsoft.
• Riva Insight Cloud
  • 2023.2.9.1312 - Fixed an issue where the new Salesforce login domain sign-in page was not displayed after logging in with a valid Salesforce login.
  • 2023.2.9.1615 - Fixed an issue where the new Salesforce login domain sign-in page was not displaying the most recently used login first (but after any predefined logins)
• Riva Insight Cloud and On-Premise
  • 2023.2.9.1106-1107 - Fixed an issue where image files were not being cached
  • 2023.2.9.1220 - Fixed an issue where titles were displaying the HTML encoded format for special characters
  • 2023.2.9.1388 - Changed the related item and manual search to require a minimum of 2 characters (instead of 3)
  • 2023.2.9.1406 - Increased number of thread pool minimum worker threads to 200 (previously setting was 2 threads per core)
  • 2023.2.9.1406 - Added setting to prevent thread theft with Redis cache
  • 2023.2.9.1293 - The Track button labels to track the mail item can now be set independently from the Track button labels that open the Track in CRM form.
  • 2023.2.9.1628 - Fixed an issue that prevented login directly from browser (for testing purposes).
  • 2023.2.9.1740 - Updated the Create/Update CRM to show any server-side Salesforce or CRM validation errors within the same page, allowing the user to fix and resubmit, instead of having to fill out the form again.