Deploy Riva for Exchange and Salesforce using the Riva Hosted SSO Provider

Article ID: 546

Last updated: 15 Mar, 2016

WARNING: The Riva for Salesforce Single Sign-On connection strategy described in this article is not supported for new Riva On-Premise installations.

New Riva On-Premise installations include a new strategy to provide impersonation access into Salesforce: the Standard Impersonation Model. For instructions on implementing the Standard Impersonation Model, see Prepare Salesforce for Riva and Create and test a Salesforce connection.

For current Riva On-Premise installations that use Salesforce Single Sign-On, administrators are encouraged to upgrade their Riva for Salesforce connection setup to the Standard Impersonation Model. For assistance, contact the Riva Success Team.

The procedures in the following article have been deprecated. The information is being retained for clients who have not yet converted to the new Standard Impersonation Model.

Default Method for Deploying Riva for Salesforce

Riva for Salesforce has been re-designed to now use "Standard Impersonation" which is an improvement over impersonation using Single Sign-On. With Standard Impersonation, Riva for Salesforce:

now supports Exchange 2010, 2007 and 2003 (both EWS and MAPI connections),
does not require the Salesforce SSO Feature so deployment can be completed in a single day, and
is easier to deploy and manage.

What happened to Single Sign-On?

Actually, nothing. It is no longer the default impersonation method, but it is still supported for customers that have deployed Riva for Salesforce using SSO. To learn more, refer to "Options for Deploying Riva Server for Salesforce and Exchange".

This checklist can still be used for Riva deployment that need to use the Salesforce Single Sign-On Feature.

This method of deploying Riva is used to sync to one or more Salesforce.com target users by enabling Salesforce Single Sign-on (SSO) through a hosted Riva SSO Provider service. This type of deployment is used to support Salesforce SSO for Exchange 2010 and Exchange 2007 including Office 365 Exchange Online and commercially hosted Exchange service providers.. The target user Exchange accounts will be accessed using a single Exchange connection that can impersonate into the target user mailboxes.

Getting Started Bundle

Is this your first time implementing a Riva CRM Integration Server?

If you are short on time, or if you would like the expert guidance of a Riva CRM Integration Specialist, Omni is offering a "Getting Started Bundle" for $300. With this bundle, customers receive 3 hours of dedicated technical support services to plan, install, license, configure, and test a Riva CRM Integration Server deployment. Contact Omni to order a "Getting Started Bundle".

Prior to Starting

Prior to starting a Riva server deployment, we recommend that your team reviews the following information:

The recommended steps to deploy a Riva server for Exchange and Salesforce (Hosted SSO) are:

STEP 1 - Prepare for a Riva server deployment
- Prepare the host Windows system - Prepare Windows for Riva
- Prepare for the Exchange Connection - The Riva Hosted SSO Provider only supports connecting to Exchange Web Services (EWS)
  - Prepare for an Exchange Web Services Connection (Exchange 2007 & 2010 only)
- Prepare the Riva connection account to Exchange
  - Prepare the Riva connection account to Exchange (on-premise), or
  - Prepare the Riva connection account for Office 365, or
  - Prepare the Riva connection account for commercially hosted Exchange services
    - Prepare for Rackspace, or
    - Prepare for IT Solutions Now
- Prepare Salesforce - Prepare for the Hosted Riva SSO Provider for Salesforce

STEP 2 - Install the Riva CRM Integration Server
- Install the Riva server
STEP 3 - Create the Riva Connection to the Target Email System
- Create an Exchange Web Services (EWS) connection
STEP 4 - Create the Connection to the Target CRM System
- Create the Riva connection to Salesforce for SSO
STEP 5 - License the Riva CRM Integration Server
- Request a Riva License
STEP 6 - Create and Configure a CRM Synchronization Policy
- Create and Configure a Sync Policy for SSO-Enabled Salesforce
STEP 7 - Configure the Riva CRM Agent Service
- Configure properties of the Riva CRM Agent service
STEP 8 - Run & Verify the Initial Synchronization
- Enable Riva for SSO and test the Salesforce target user(s)
- Enable the CRM Sync Policy and monitor initial sync of the test target user(s)

Manage SSO-Enabled Target Users

Once Riva is deployed, administrators will want to properly manage target users accounts. Refer to the guide "Manage Target Salesforce Users in a SSO-Enabled Riva Environment".

Requesting support:

If you experience difficulties during the installation, configuration, licensing, or synchronization of target users, submit a "Request Support" from either the Riva application or the Riva CRM Monitor application.

Report an issue

Article ID: 546

Last updated: 15 Mar, 2016

Revision: 2

Also listed in

Riva On-Premise - CRM Sync -> Manage Riva On-Premise (Admin Guides) -> CRM Systems -> Salesforce -> Salesforce Procedures -> Archive: Older Setup Procedures

« Set up using Hosted SSO

Prepare for the Hosted Riva SSO Provider for Salesforce »