This article provides an overview of creating and configuring a new Riva Cloud account.
Riva Cloud is a hosted version of the Riva On-Premise server that delivers Synchronization as a Service (SaaS) for transparent, cloud-based. two-way synchronization of appointments, tasks, notes, phone calls, contacts, leads, and accounts between Exchange, Notes, or Google's G Suite and industry leading CRM systems.
Because Riva Cloud provides synchronization as a service, there is no software to install or manage in your environment. Riva Cloud supports ALL email and mobile devices that communicate with your email server.
Riva Cloud administrator and user pages (www.rivacloud.com) can be accessed from the following web browsers:
Log in to www.rivacloud.com, and select Try it now! to register a new Riva Cloud subscription and start a free Riva Cloud trial.
This will create a Riva Cloud admin user account. The email address specified will receive an email with a confirmation and a temporary password to log in to Riva Cloud and request a password change. If this is a single-user account, proceed to enabling data sync for users.
This user will be assigned as the admin user. Because you will be billed for this account, add a user that will be used to manage the subscription account and administer the users and for which CRM data will be synchronized.
For detailed instructions, see Register for Riva Cloud.
STOP: If you think you might want to change your subscription to CORPORATE at a later time, DO NOT ADD USERS until you contact the Riva Cloud License Staff to switch the subscription type. After you add users, you may be billed an admin fee to change the subscription type.
Optional. You can configure the Riva Cloud admin user to be a non-syncing user. Detailed procedure to do so.
We recommend configuring data sync for a single user to learn the procedure and tweak the sync policy.
The following description of step 3 is a summary. In Riva Cloud, you will see links to the complete instructions.
To start data sync for a user, you need to create, configure, and enable three items:
The CRM connection gives Riva Cloud access to the user's CRM information. Riva Cloud needs to be able to access the login page for the CRM from the internet. In Riva Cloud, you will select your CRM, and a link will be provided for the complete instructions you need to create the connection.
The email system connection gives Riva Cloud service access to the user's email, contact, calendar, and related information. Riva Cloud needs to be able to access the email system from the internet. In Riva Cloud, you will select your email system, and a link will be provided for the complete instructions you need to create the connection.
If you are working with HCL Notes, contact the Riva Success Team.
The Riva sync policy wizard is used to create a synchronization policy that defines how CRM and email data will be synchronized. In Riva Cloud, you will select a link to the complete instructions you need to create and configure the sync policy.
The Riva Cloud wizard used to create the sync policy becomes available only after the email and CRM connections have been created:
Article ID: 492
Last updated: 20 Dec, 2019