Contents of this Deployment Guide:
- Get Started Bundle.
- Learn more about Riva.
- Deployment checklist for Riva On-Premise.
- Riva is deployed. Now what?
If you need assistance with deploying Riva On-Premise, we offer a Get Started Bundle professional onboarding service. Within three hours of discovery, installation, configuration, licensing, testing, and introductory admin training, we will have you up and running with Riva On-Premise. To order a Get Started Bundle, contact the Riva Success Team.
Learn More About Riva
Audience: Project Team Lead, End-User Evaluation Team, and Riva Administrators.
Before you deploy a Riva On-Premise server, we recommend reviewing the following information:
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Determine how Riva On-Premise will sync CRM and Google's G Suite data.
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Do not run Riva CRM integration twice against the same target user.
Deployment Checklist
This deployment checklist provides links to critical information for the various project teams to prepare and deploy a Riva On-Premise server, in order to sync data between the CRM and email services.
A typical Riva On-Premise server deployment involves the following major steps:
Step 1: Prepare
The following articles can be provided to your teams involved in preparing to deploy a Riva On-Premise server:
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Prepare the host Windows server for Riva.
Audience: Server and Infrastructure Team. -
Prepare for the Enterprise Google Connection.
Audience: Messaging Team. -
Prepare your CRM for Riva.
Audience: CRM Management Team. -
Prepare test users for Riva evaluations.
Audience: Project Team Lead and End-User Evaluation Team.
Step 2: Install
Audience: Riva Administrator.
To install the Riva On-Premise server, set up connections, and license the server:
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Create and test the Riva connection to your CRM.
Note: Each CRM has unique and specific requirements.
Step 3: Configure
Audience: Riva Administrator.
To configure Riva On-Premise for data sync:
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(Optional.) Apply advanced and/or custom options.
Step 4: Enable
Audience: Riva Administrator.
To enable data sync, monitor sync between the CRM and user mailboxes, and troubleshoot typical sync issues:
Step 5: Evaluate
Audience: Evaluation Team.
Once the Riva server is syncing data, evaluate Riva to confirm if it meets sync requirements and to determine if any changes (including customizations) need to be made:
Riva is Deployed. Now What?
Audience: Riva Administrator.
Once the Riva server is syncing data, you can refer to the following online resources to manage the Riva On-Premise server and maintain data sync: