Riva CRM Integration - Documentation and Knowledge Base

Request and Activate a License: Riva On-Premise for IBM Notes

Article ID: 931
Last updated: 20 Jan, 2020
The article titled Request and Activate a License for Riva On-Premise supersedes this article, number 931. (Article number 931 is no longer being maintained.)

This article discusses how to request and implement licenses for the Riva On-Premise server for IBM Notes.

Contents:

When to Request a License

A license should be requested after the IBM Notes and CRM connections have been configured and tested. Usually, but not required, before a CRM synchronization policy is created.

How Is the Riva On-Premise Server for IBM Notes Licensed

The Riva On-Premise server is licensed based on the number of target mailboxes and the number of CRM users who have access to the information that is being synchronised by Riva.

If Riva is synchronizing data to a shared contact or calendar folder, a license is required for each additional user who has access to the shared CRM information that is synchronized by Riva.

Riva for IBM Notes supports multiple email domains, provided each domain is identified in the licence request.

How to Request a Licence (Electronic Submission)

After creating the IBM Notes and CRM connections, run the Licence Request Wizard to create a licence request file, and submit the request electronically or manually email the resulting file to Riva to receive the licence:

  1. In the Riva Manager application, on the menu bar, select Request License.

  2. On the wizard's Welcome page, select Next.

  3. On the Choose Licensing page, under CRM Integration, select IBM Notes, and select Next.

  4. On the Choose which CRM to license... page, ensure that the desired CRM connection is displayed, and select Next.

  5. On the Select the IBM Notes internet Domain(s) to License page, if the desired email domain exists in the list and you are licensing only that email domain, select Next.

  6. If the list is empty or you need to include more than one email domain, select add >>.

    In the Select Entities window, enter the email address of a user that has a different email domain name, and select check name >>.



    If the Mailbox account resolves through the IBM Notes connection, the Mailbox name becomes underlined.



    Select add >> to add the email address and domain to the list.

  7. For each different email domain that needs to be licensed through this IBM Notes connection, repeat step 6.



    Select OK >> to add the domain names to the IBM Notes domains to license.

  8. On the Select the Exchange Domain(s) to License page, select Trial or Purchase, and specify the number of accounts to license.



    Select Next.

  9. On the Contact Information page, fill in the information, and select Next.

  10. In the Submit Request Electronically? window, select Yes.

    Riva attempts to upload the license request to the Riva Licence Request server.

    • If the licence request upload is successful, Riva displays a successful Completed window.

    • If the licence request upload was not successful, Riva displays a Completed window that prompts you to send the file that was created to licensing@omni-ts.com.

  11. Close the Riva Manager application, and wait to receive an email with an activation code or a licence file.

How to Request a Licence (Manual Submission)

If the Licence Request wizard fails:

  1. The Riva wizard displays a Completed window that prompts you to send the file that was created to licensing@omni-ts.com.
  2. Note the path to the .request file before closing the "Completed" window.
  3. Email the .license file to the Riva licensing staff.

When the Riva Licence Request wizard completes, it creates two request files:

  • a .request file located in the \Riva\LicenseRequests folder. This is the file that must be emailed to licensing@omni-ts.com.

  • a .license file located in the \Riva\License folder. This is an unsigned license file and it adds the "Omni Activation Key" text box on the Home page in the Riva Manager application.

How to Activate a Licence

For trial licence requests, you will receive an email with an Activation Code and a corresponding license file:

How to apply a licence activation code

If you receive an email with a licence activation code:

  1. Start the Riva Manager application to see the text box for the activation key.

  2. From the email, copy and paste the activation key into the text box for the key, and select Activate.

  3. In the Activation Success! message box, select OK.

If the activation code is not successful

Under certain conditions, applying the activation code may fail. If that occurs, follow the steps in How to manually apply a licence file; use the licence file attached to the email that delivered the trial licence activation code.

How to manually apply an original or additional license file

In some circumstances, the license activation key does not work. In some circumstances, customers may need to apply more than one licence file to a Riva server.

Note: This procedure is not used to apply a replacement license file ... a license file that replaces an existing license file that has expired or for which additional connections have been added. For the correct instructions, see How to apply a replacement license file.

To manually apply an original or additional licence file:

  1. In the CRM Service Monitor application, or in Windows services, stop the CRM Agent service.

  2. In the Riva Manager application, in the top left corner, double-click the Riva logo.

  3. In the About Riva window that appears, double-click the Riva version number.

    Windows Explorer displays the contents of the \Riva folder, which is the root folder of the Riva server installation.

  4. Navigate to the \Riva\Licenses folder, and remove the existing .licensees file. Save the new .license file to the \Riva\Licenses folder. If prompted to overwrite an existing file with the same name, choose Yes.

  5. Close and reopen the Riva Manager application.

  6. On the menu bar, select Policies. Right-click an existing sync policy, or right-click the applicable sync policy from the menu and choose "License Details".

  7. In the License Details window, confirm that the licence details are correct. If the licence details are not correct, email your licence file to support@omni-ts.com and explain the issue. If the licence details are correct, close the Licence Details window.

  8. In the Riva CRM Service Monitor application, start the service.

  9. In the Riva CRM Service Monitor application, confirm that there are no licence errors in any of the Activity Monitor windows.

If you encounter any errors, contact Riva support.

How to manually apply a replacement licence file

To manually apply a replacement licence file received from Riva Licence services:

  1. In the CRM Service Monitor application, or in Windows services, stop the CRM Agent service.

  2. In the Riva Manager application, in the top left corner, double-click the Riva logo.

  3. In the About Riva window that appears, double-click the Riva version number.

    Windows Explorer displays the contents of the \Riva folder, which is the root folder of the Riva server installation.

  4. If this is the first licence file being applied, navigate to the \Riva\Licenses folder, and remove the existing files.

  5. If this is replacing an existing Riva licence file, rename the \Riva\Licenses folder to \Riva\Licenses.old, and create an empty \Riva\Licenses folder.

    This will save the existing licence files, in case you have to roll back to a previous licence. In subsequent attempts to replace an existing licence, move the existing licence files to the \Riva\Licenses.old folder.

  6. Save the replacement licence file into the \Riva\Licenses folder.

  7. Close and reopen the Riva Manager application.

  8. On the menu bar, select Policies. Right-click an existing sync policy, or right-click the applicable sync policy from the menu; and then select Licence Details.

  9. In the Licence Details window, confirm that the licence details are correct. If the licence details are not correct, email your licence file to support@omni-ts.com, and explain the issue. If the licence details are correct, close the Licence Details window.

  10. In the Riva CRM Service Monitor application, start the service.

  11. In the Riva CRM Service Monitor application, confirm that there are no license errors in any of the Activity Monitor windows.

If you encounter any errors, contact Riva support.

How to Request a Trial Licence Extension or Purchase a Licence

If you need a trial licence extension or would like to purchase a licence, contact Riva to request the correct licence file. Licence extensions and purchase licences are delivered as a licence file attached to an email and are always manually applied to Riva.

Article ID: 931
Last updated: 20 Jan, 2020
Revision: 5
Views: 5635