It may be desirable to add multiple sync policies and apply a custom naming strategy. Multiple policies will appear in the policy list in Ascending alphabetical order.
There are two procedures to rename a policy:
Rename a synchronization policy for Riva On-Premise
To rename a sync policy:
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Launch the Riva Manager application.
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Select the Policies tab.
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In the right pane, double-select the policy.
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In the Name field, rename the policy.
- Save the policy.
Rename the policy file
Renaming the synchronization policy for Riva On-Premise does not change the name of the policy file located in the \Riva\Configuration folder. You must manually rename this file:
To rename the policy file:
- In Windows Explorer, navigate to the Riva configuration folder: \Riva\Configuration
- Select the Type column header to sort the files by file type.
The old file is still named "CRM Synchronization Policy.policy".
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Rename the file while keeping the .policy extension.