How to Get Started with Riva On-Premise

David Legault
David Legault
  • Updated

Deploying Riva On-Premise requires planning and following specific step-by-step deployment checklists to ensure that the Riva sync environment is properly configured to meet sync requirements for users.

Contents:

Before Getting Started: Learn How Riva Can Sync CRM and Email Data

Review the following articles to understand how Riva On-Premise will sync data between the email platform and the CRM system, and to help your evaluation team align on the key sync policy decisions (what to sync, direction of sync, scope/filters, and user experience).

How does Riva sync your CRM and

Each article summarizes the expected sync behavior and highlights common configuration considerations to assist evaluation teams with deciding how to configure Riva sync policy settings.

Getting Started Choices

Deploy a Riva On-Premise server by following our standard deployment model using one of our deployment checklists. For more information, continue reading this article. You can also refer to our Common questions about Riva On-Premise deployments.

Riva On-Premise Deployment Model

Riva On-Premise can be deployed on-premise or in a customer-managed private cloud (Azure or AWS).

A typical Riva On-Premise server deployment includes the following steps:

  • Step 1: Prepare - Prepare the Windows server, corporate firewalls, email platform, CRM system, and test users for a Riva On-Premise server deployment.
  • Step 2: Install - Install the Riva sync engine, create connections to the email platform and CRM system, and license the Riva server.
  • Step 3: Configure - Set all the options in the CRM connection, email connection, and sync policy to meet the data sync requirements for the users.
  • Step 4: Enable - Enable the sync policy and monitor the first sync for the test users.
  • Step 5: Evaluate - Perform structured tests to confirm that Riva meets the data sync requirements for users.

How to Prepare for Riva On-Premise

Preparation tasks are included as the first major step in the Riva On-Premise deployment model, and links for each major task are available in each deployment checklist.

Deployment Checklists

For each supported email system, there is one deployment checklist that applies to all the supported CRMs. Each checklist includes all of the major steps and tasks in the Riva deployment model. Select the deployment checklist that matches your email platform: