Prevent Every Riva User from Syncing in Multiple Sync Policies

Article ID: 433

Last updated: 18 Nov, 2020

Warning: If a module (like Appointments or Tasks) is synced in multiple sync policies, it is crucial to prevent any user from syncing in two or more of those policies; otherwise, duplicate entries will be created in that module in the CRM and/or email system.

If a user is synced in multiple policies and each policy syncs a different module, there is no risk of causing duplicate entries in any of the modules, unless there is a completely different cause at work. Because each policy syncs a different module, it is safe to permit a user to be synced by multiple policies.

This article describes how to configure Riva to prevent every user from syncing in multiple policies or permit every user to sync in multiple policies.

The default setting and configuration procedure vary depending on the installed version of Riva.

Riva 2.4.51 or higher.
Riva 2.4.50 or earlier.

Riva 2.4.51 or Higher

By default, every user is prevented from being synced by multiple policies.

To permit every user to be synced by multiple policies:

In the Riva Manager application, on the Tools menu, select Manage User Exclusivity.
In the Manage User Exclusivity dialog box that appears, clear the Force User Exclusivity check box, and select Save.

Riva 2.4.50 or Earlier

By default, every user is permitted to be synced by multiple policies.

To prevent every user from being synced by multiple policies:

Create or update the file Omni.Riva.CrmAgentEx.exe.config with the following advanced option:

<add key="Sync.Crm.ForceUserExclusivity" value="true" />

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Article ID: 433

Last updated: 18 Nov, 2020

Revision: 7

Also listed in

Riva On-Premise - CRM Sync -> Manage Riva On-Premise (Admin Guides) -> Manage the Riva Server -> Manage Sync Policies -> Manage Sync Policies

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