Add Users to GroupWise Sync Policy - Direct Connection

This article focuses on the proper steps required to add target users to a Riva sync policy for GroupWise that uses a Direct GroupWise connection that will use impersonation.  Use the following procedures to add target users:

• Step 1 - Preparing the target email and CRM user accounts;
• Step 2 - Adjusting the Riva license to account for additional users; and
• Step 3 - Add the new target users to the Riva sync policy.

Step 1 - Prepare the Target Email and CRM User Accounts

Prior to adding a new target user to a Riva sync policy for GroupWise ensure that:

• prepare and test the target user email account(s), and
• prepare and test the target user CRM accounts.

Prepare and Test Target User Email Account(s)

Perform the following tasks:

1. Prepare the target user account in the GroupWise post office:

   • Create an eDirectory user and enable the GroupWise account.
   • Ensure that the user has logged into the email account at least once to create the default directory structure in the mailbox.
   • Ensure that the primary email address value matches the primary email address assigned to the corresponding CRM user (check the value in the eDirectory user using ConsoleOne and the GroupWise address book)
     
     
     
   • Ensure that proxy access with full permissions has been granted to the Riva connection user for the Riva Direct GroupWise connection.
     
     

2. Ensure that the Riva connection user for the Direct GroupWise connection can impersonate the target user:

   • Log into the GroupWise account of the Riva connection user for the Direct GroupWise connection and add the target user to the Proxy list.  This will ensure that the target user will be visible when adding the user to the Riva sync policy.
     
     
   • In the Riva Manager application, under "Setup", open the corresponding Direct GroupWise connection and perform a "Test Connection" for the new target user.  It should pass the test.

Prepare the Target CRM User Accounts

Perform the following tasks:

1. Confirm the target user account in the corresponding CRM system:

   • Edit the new target user in the CRM system.
   • Ensure that the primary email account value for the CRM account is identical to the primary email account value in the corresponding target user's GroupWise account.
     
     
   • Ensure that the user has logged into the CRM account at least once.

2. Ensure that the Riva connection user to the target CRM system can impersonate into the new target user.

   • In the Riva Manager application, under "Setup", open the corresponding CRM system connection.
   • Under "Test Connection", provide the user name of the new target user and test the connection.  If the connection test passes, the target user account is correctly configured.

Step 2 - Adjust the Riva License

Prior to adding new target users, confirm if additional license counts need to be purchased.

1. In the Riva application, under "Policies", right-click the corresponding CRM sync policy and select "License Details".
2. Confirm if there are any unused user license counts.  You need one unused email system license count and one unused CRM system license count per additional target user.
3. Close the "License Details" window.
4. If additional license counts need to be added, contact the Riva License Team.

Step 3 - Add Target Users to the Sync Policy

The steps are slightly different:

• Add users to a new Riva sync policy
• Add users to an existing Riva sync policy

Add Users to a New Riva Sync Policy

This procedure assumes that you have just created the new Riva sync policy and need to add one or two target users:

1. In the edit sync policy window for the new Riva sync policy, under the "General" tab, click the add >> link.

2. Select the Direct GroupWise connection from the list.
   
   

3. In the "eDirectory Tree Browser" window, expand the connection user object and check which users to add.  Note:  Only those users that have been properly prepared will be visible in this window.
   
   
   Once all target users are selected, click Ok >>.

4. Confirm that the users have been added to the target users list.
   
   

5. Continue with configuring the rest of the sync policy options.

Add Users to an Existing Riva Sync Policy

This procedure assumes that you need to add additional target users to an existing Riva sync policy:

1. In the Riva Manager application, under "Policies", edit the corresponding CRM sync policy.

2. Under the "General" tab, click the add >> link.

3. Select the Direct GroupWise connection from the list.
   
   

4. In the "eDirectory Browser" window, expand the connection user object and check which users to add.  Note:  Only those users that have been properly prepared will be visible in this window.
   
   
   Once all target users are selected, click Ok >>.

5. Confirm that the users have been added to the target users list.
   
   

6. Save the Riva sync policy.

7. Answer "Yes" if prompted to restart the Riva CRM Agent service.

8. In the Riva CRM Monitor application, verify the the new target users have been added to the target user sync queue.

9. For each new target user, view the Monitor Activity window and confirm that there are no license errors, no connection errors, and that a full initial sync is completed.

Applies to:

• Riva CRM Integration for Exchange - all supported Exchange versions
• Riva CRM Integration for GroupWise - all supported GroupWise versions
• Riva 2.4.22+