Prepare intelecrm for Riva

Riva On-Premise supports data integration with intelecrm On-Premise, intelecrm Cloud Edition, and intelecrm Hosted. This article describes how to prepare an intelecrm server and the Riva server, to support a Riva impersonation CRM connection to intelecrm.

To prepare intelecrm for Riva

1. Prepare the host Windows system.
2. Prepare the intelecrm server.
3. Prepare the Riva connection account in intelecrm.
4. Prepare the target user accounts in intelecrm.
5. Gather information required for creating the Riva intelecrm connection.

Step 1: Prepare the Host Windows System

Riva server can be installed on any Windows system that meets the system requirements; 32-bit Windows is preferred. Installing Riva on a Windows server hosting the intelecrm server is not recommended.

Confirm that you can log in to the intelecrm application through a web browser by using an administrator-level account.

Step 2: Prepare the intelecrm Server

The following intelecrm server versions have been tested for Riva On-Premise:

• intelecrm On Premise 6.0+. (All license editions.)
• intelecrm Cloud Edition. (All license editions.)
• intelecrm Hosted Service. (All license editions.)

Two performance tuning improvements may be required for on-premise intelecrm servers:

• CRM server performance tuning
• Recommendations for performance tuning and resource planning for CRM hosted on LAMP/WAMP

CRM server performance tuning

Riva server attempts to sync multiple target users concurrently can create many Apache instances on the intelecrm server that utilize most of the available memory. For six tips that can greatly reduce the impact of memory usage, see CRM performance tuning.

Performance tuning and resource planning for CRM hosted on LAMP/WAMP

Another best practise on host Apache servers is to adjust the maximum number of worker process to match the amount of memory available on the server. For more information, see Recommendations for performance tuning and resource planning for CRM hosted on LAMP/WAMP.

Step 3: Prepare the Riva Connection User Account in intelecrm

The Riva connection to the target CRM must be configured to use the credentials of an administrator-level CRM user account. For intelecrm, choose one of the following options:

• Use an existing CRM user account assigned to the Administrator role, or
• Create an account in intelecrm for Riva, for example riva or riva_svc, and assign it to the Administrator role.

The administrator account provides the privileges required to impersonate each target user and make the necessary changes to records in the CRM for each target user.

Step 4: Prepare the Target User Accounts in intelecrm

Two configurations must be confirmed to enable the target users:

• Configure the correct primary email address value
• Enable sufficient access permissions

Configure the correct primary email address value

The Riva server attempts to match the primary SMTP email address of the target users in their email account to the primary email address value of the corresponding target user in intelecrm. Ensure that for each user, the email address values in the email system and intelecrm are identical.

Enable sufficient access permissions

The Riva connection to intelecrm uses the Enterprise Impersonation Model:  When Riva creates new items in the CRM, it assigns ownership to the "target user". Since Riva is now acting on behalf of the target user, all audit fields in the CRM record the target user as the user that created and modified the item. Riva uses the permissions of the CRM target user to create and modify items and data in the CRM.

If the access permissions defined in the target user's assigned role are not sufficient, the Riva server displays "Access denied" errors for each data change it tries to synchronize. For more information, see SugarCRM Access Denied errors explained. Ensure that for each target user, permissions are assigned to create, modify, delete, import, and export datatypes that Riva will attempt to sync for that user.

Step 5: Gather Information Required for Creating the Riva intelecrm Connection

Gather the following information:

• the http:// or https:// website link to log in to the target CRM
• the intelecrm username and password for the Riva connection user account

That information will be required when you create the Riva connection to the target intelecrm system.