Remove "Bad" Categories from Previously Synced Items or Users' Master Category List

Article ID: 498
Last updated: 10 Oct, 2019

In Riva, advanced options can be used to remove unwanted categories

  • from previously synced items or
  • from the users' Master Category List.
     

The advanced options can be applied

  • to a sync policy, which affects all the users assigned to that policy; or
  • to specific user entity settings.

Remove One or More Categories from Previously Synced Items (Riva 2.4.25 or Higher)

This section applies to Riva 2.4.25 or higher. — In Riva 2.4.45 (forty-five) or higher, a more efficient technology is available; see Remove categories from Exchange items (Riva 2.4.45 or Higher).

Caution: Regular expression (regex) patterns.
This process requires a comprehensive understanding of regex patterns. Clients can contact the Riva Success Team to request professional services to prepare regex patterns required for their use.

To remove categories from previously synced items:

  1. Apply the following advanced option to the sync policy or to individual target users in a policy:

    Sync.Crm.RivaBadCategoryRegexPattern = Regex pattern

    where the Regex pattern value is any regex pattern that will be used to match against the categories. Any matches will be removed.

  2. Re-initialize one or more or all users.

    • In the Type field, select Resync to "clean" the items already synced by Riva.
    • In the Modules field, specify the module to remove the specified categories from.
    • Example: to remove a category applied to calendar items, configure the re-initialize resync against the calendar module.
    • For the complete procedure, see Re-initialize users.
    • For more information on the Resync type of re-initialization, see Resync.

Examples of regex patterns:

  • ".*Category$" matches any category that ends with the string "Category".
  • "^.*Category.*$" matches any category that contains the string "Category".
  • "^Category.*$" matches any category that begins with the string "Category".

To remove multiple regex patterns, separate them with a pipe ("|", which is ASCII code 124).

Example:

Sync.Crm.RivaBadCategoryRegexPattern = "Regex pattern 1 | Regex pattern 2 | Regex pattern 3"

Remove One or More Categories from the Users' Master Category Lists

This section applies to Riva 2.4.25 or higher. To remove a category for one, some, or all users, an advanced option and a re-initialization option are used. — In Riva 2.4.47 or higher, to remove a custom category for all users, a check box is selected; see Remove categories from the Master Category List of all synced users (Riva 2.4.47 or higher).

Category name match.
This process is based on a category name match. Some wildcard characters are supported.

To remove a category from the Users' Master Category Lists:

  1. Apply the following advanced option to the sync policy or to individual target users in a policy:

    Crm.CustomMasterCategories.RemovePatterns = "category name"

  2. Re-initialize one or more or all users.

    • In the Type field, select Resync to "clean" the items already synced by Riva.
    • In the Modules field, specify the module to remove the specified categories from.
    • Example: to remove a category applied to calendar items, configure the re-initialize resync against the calendar module.
    • For the complete procedure, see Re-initialize users.
    • For more information on the Resync type of re-initialization, see Resync.

Examples:

  • Crm.CustomMasterCategories.RemovePatterns = "CRM Phone" (Removes the "CRM Phone" category from the Master Category List.)
  • Crm.CustomMasterCategories.RemovePatterns = "Error:*" (Removes any category that begins with "Error:" from the Master Category List.)

Wildcard characters and the patterns that they represent:

Wildcard characters Description
*   Presence of any number of characters or no characters.
?   Presence of a single character.
#   Presence of any single numeric character.

To remove multiple category name patterns, separate them with commas (,) or semicolons (;).

Example:

Crm.CustomMasterCategories.RemovePatterns = "Category name pattern 1, Category name pattern 2, Category name pattern 3"

Applies to

  • Riva Cloud for Exchange.
  • Riva On-Premise 2.4.25 or higher for Exchange.



Article ID: 498
Last updated: 10 Oct, 2019
Revision: 13
Views: 6297
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