Riva On-Premise supports data integration to Infor CRM (latest releases) and Saleslogix CRM 7.5 and higher versions. This article describes how to prepare an Infor CRM or Saleslogix system and the Riva server, to support a Riva impersonation connection to the CRM.
To prepare Infor CRM (Saleslogix) for Riva:
To prepare the server:
The Riva server can be installed on any Windows system that meets the system requirements.
Note: Installing Riva on a Windows server hosting the Saleslogix server is not recommended.
The Riva server must use the native Infor CRM (Saleslogix) client to connect to the CRM system. Riva cannot use the web services client for the Riva connection to Infor CRM (Saleslogix).
To install the client on the Windows system that will host the Riva server:
Infor CRM (Saleslogix) web client
When Riva sync contacts, opportunities, cases, etc. to the email system from Infor CRM (Saleslogix), those items can contain URL links to corresponding items in the CRM. If a user selects one of those links, Riva attempts to open the item in the Infor CRM (Saleslogix) web client.
If the Infor CRM (Saleslogix) web client was installed on the CRM server, open a browser in the Windows system that will host Riva. Access the Infor CRM (Saleslogix) web client, and log in as an admin account and as a normal user.
The Riva connection to the target CRM must be configured to use the credentials of an administrator-level account. For Infor CRM (Saleslogix), choose one of the following options:
The administrator account provides the privileges necessary to impersonate each target user and make the necessary changes to records in the CRM for each target user.
To prepare target users in Infor CRM (Saleslogix):
Riva will use the credentials of the admin user configured in the Riva connection to Infor CRM (Saleslogix) to impersonate (gain admin access) to each target user's CRM account. For Infor CRM (Saleslogix), Riva supports matching the target email user to the corresponding CRM user by using one of two methods. Ensure that one of the following conditions is true for each target user:
The Riva connection to Infor CRM uses the Enterprise Impersonation Model: when Riva creates new items in the CRM, it assigns ownership to the "target user". Because Riva is now acting on behalf of the target user, all audit fields in the CRM record the target user as the user that created and modified the item. Riva uses the permissions of the CRM target user to create and modify items and data in the CRM.
If the access permissions defined for the target user are not sufficient, the Riva server displays Access denied errors for each data change it tries to synchronize. Ensure that for each target user, permissions are assigned to create, modify, delete, import, and export datatypes that Riva will attempt to sync for that user.
Gather the following information:
That information will be required when you create the Riva connection to the Infor CRM or Saleslogix system.
Article ID: 423
Last updated: 10 Aug, 2018