Domino: Known Feature Capabilities

The following modules are supported,

• Meetings and Appointments
  • Body Field
  • Durations
  • Recurring
  • Recurring All Day
• Tasks
• Contacts
• Emails
• Attachments

Meetings and Appointments

Technical Terminology

• Meeting has has an invitation and attendees.
• Appointment has no invitation and has no attendees.

Unless specified, both sub-types are processed in the same way.

Appointment "Body" Field

A limitation is currently experienced for appointments that originate in IBM Notes. Because most CRM platforms do not support HTML or rich-text fields for the body of an appointment, for appointments that originate in Notes, the contents are read-only. 

Changes to the Notes appointment bodies update the records in CRM. 

Changes to the appointment body in CRM are ignored.

Other fields including the location, start date time, end date time, and subject are not affected by this limitation.

Note: Most CRM platforms do not support HTML or rich-text content for the body of an appointment. Only plain text.

Appointment Durations

To avoid user error, it is recommended that triggers / custom validation rules be added to CRM to avoid scenarios where the week/month views would not match.

The following are synced in Riva On-Premise 2.4.44.38792 or higher:

• Events that span more than 24 hours but are not All Day events:
  • Unidirectional sync only: from the CRM to IBM Notes on Domino.
  • The IBM Notes user interface does not support creating or editing non-All Day events that span more than 24 hours. The Riva sync, however, is able to use API calls that create such events.
  • The Riva-created events cannot be edited successfully in IBM Notes. Changes can be saved only if the event's duration is reduced to be less than 24 hours. If that change is saved, it will be synced to the CRM, if the sync policy was configured for bi-directional syncing.

• Events that span more than one day and are All Day events:
  • Both the unidirectional (from the CRM to IBM Notes) and bidirectional syncs are supported.
  • IBM Notes supports creating a multi-day All Day event but displays it as though it were a series of one-day All Day events. Opening any of the series' items displays the multi-day All Day event with the configured start and end dates. The multi-day All Day event is synced to the CRM, but if the CRM does not support multi-day All Day events, it is synced as a series of one-day All Day events.
  • If the CRM supports a multi-day All Day event, it is synced to IBM Notes as a multi-day All Day event that IBM Notes displays as though it were a series of one-day All Day events. Opening any of the series' items displays the multi-day All Day event with the configured start and end dates.

Recurring Appointments

Recurring appointments are handled very similarly to how Exchange recurring appointments are handled.

A key difference between the two offerings is that the occurrences of the recurring series in IBM Notes are read-only and are not updated if the corresponding record in CRM is modified. Changes to the IBM Notes occurrences, including exceptions, update the records in CRM.

Recurring All Day Appointments

Appointments that are created in Notes as "All Day Recurring" are ignored by Riva. If this feature is needed, contact the Riva Success Team.

Contacts

Contact "Comment" Field

Any images or attachments saved in a contact comment field are not preserved and may be cleared from IBM Notes. Although Notes does technically allow for attachment and inline images in the body, this is not supported by Riva.

Note: Most CRM platforms do not support HTML or rich-text content for the body of a contacts. Only plain text.

Tasks

Task "Body" Field

Any images or attachments saved in a contact body field are not preserved and may be cleared from IBM Notes. Although Notes does technically allow for attachment and inline images in the body, this is not supported by Riva.

Note: Most CRM platforms do not support HTML or rich-text content for the body of a task. Only plain text.

Recurring Tasks

Recurring tasks are not currently supported. These will be added in an upcoming release.

Emails

When a user sends an email to themselves, when Riva processes the email, the email is treated as a sent item, regardless of whether the user dragged the email from the inbox or another folder.

Attachments

Attachments for appointments and emails are fully supported when synchronizing from IBM Notes to CRM.

The attachments are retrieved directly from the mail file using the Domino HTTP web services. The URL is built using the standard Domino / iNotes URL handling process.

Example:

If UserA has a mail file hosted on ServerX and ServerX has an HTTP Web Services domain name of serverx.company.com, the resulting URL generated by Riva would be

https://serverx.company.com:443/mail/usera.nsf/0/3832038237223829323/$File/FileName.xls?OpenElement&FileName=FileName.xls

The following fields from the server document that is hosting the mail file are used to generate the URL used by Riva to retrieve the document:

• HTTP_SSLMode - used to determine whether SSL is enabled - http:// or https://
• HTTP_SSLPort
• HTTP_Port
• HTTP_HostName - if set, used as the URL host name
• SMTPFullHostDomain - default URL host name

Additional configuration may be required for IBM iNotes Redirect Application.