The Riva connection for SugarCRM is used for both on-premise and hosted SuiteCRM (https://suitecrm.com).
Requirement: a connection to SuiteCRM that uses the credentials of an admin account that can impersonate the target SuiteCRM user accounts.
Step 1: Create a SuiteCRM Connection
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Ensure that you have followed the procedure Prepare SuiteCRM for Riva.
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Start the Riva Manager application. On the menu bar, select Setup. In the left pane, select CRM: SugarCRM to open the SugarCRM Wizard.
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On the Welcome page, select Next.
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Provide the required information:
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User Name: Provide an admin-level SuiteCRM account that Riva will use to connect to the SuiteCRM system and impersonate the target user accounts.
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Password: Provide the password for the admin account.
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Address: Provide the URL link to the SuiteCRM login window, for example, https://crm.mycompany.com/suitecrm or https://crm.mycompany.com.
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Only sync contacts with "Sync to Outlook" checked: To enable the "Sync to Outlook" filter, select this check box. Note: This can be an extremely exclusive filter.
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Use proxy: Specify a unique http/s proxy setting that will apply to this CRM connection.
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Select Next.
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(Riva 2.4.47 or higher.) On the Additional Connection Options page, optionally select the check box Is the connection user dedicated for synchronization: [user name]. For guidance, see Is the connection user dedicated for synchronization.
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On the Successful Connection page, select Finish.
The Riva Manager application creates a SugarCRM connection object.
Step 2: Test the SuiteCRM Connection
To confirm that user impersonation is working:
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In the Riva Manager application, on the menu bar, select Setup. In the right pane, double-click the SugarCRM connection object.
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In the CRM Connection Edit window that appears, select the Connection Test tab, and select Test Connection >>.
The connection to SuiteCRM is tested to ensure that the credentials of the connection user defined on the General page are correct.
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In the Test succeeded message box, select OK.
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In the User E-Mail field, enter the user email address for a CRM target user, and select Run Test >>.
The system tests that the CRM connection account is able to impersonate the CRM target user account.
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In the Test succeeded message box, select OK.
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Select Cancel >> to close the window.
Step 3: Edit the SuiteCRM Connection
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In the Riva Manager application, on the menu bar, select Setup.
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In the right pane, double-click the SuiteCRM connection to open the CRM Connection Edit window.
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(Riva 2.4.46 or higher is required for this step.) Optional: On the General page, assign a user-friendly Display Name.
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Save the connection.