Prepare Commercially Hosted Exchange For a Riva EWS Connection

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This article describes how to prepare for a Riva connection to commercially hosted Exchange services.

Riva supports connections to hosted and on-premise Exchange systems.  If your Riva On-Premise server does not connect to a commercially hosted Exchange service, refer to one of the following:

To prepare to connect to commercially hosted Exchange services:

Step 1: Prepare an Exchange Service Account for the Riva Connection

Riva On-Premise uses a single connection Exchange Online to access all the user mailboxes.  That connection must be configured with the credentials of an Exchange service user account mailbox that has been assigned permissions to impersonate the user mailboxes that Riva is to sync.  During each sync cycle, Riva connects to Exchange and then accesses each user mailbox that is assigned to an enabled Riva sync policy.  The Exchange service user account is referred to as the Riva connection user.

To prepare the Riva connection user:

  1. Select an existing service account, or create a new service user account, for example, svc_rivasync.

  2. Configure the user password to never expire or change.

  3. Configure this user as a fully enabled Exchange mailbox user that is visible on the Exchange Global Access List (GAL).

  4. Assign permissions in Exchange to enable impersonation access to user mailboxes. Riva supports commercially hosted Exchange 2013, 2010, and 2007 systems that provide EWS access. Commercially hosted Exchange services provide a management panel through which the company admin user can manage mailbox permissions. For applicable procedures, select the following links to Knowledge Base articles.  If your service is not listed, follow the similar procedures for your hosted Exchange service, or contact your Exchange provider for assistance:

  5. Once the Exchange service user account is configured, Test Access to the Target Users.

Step 2: Prepare Corporate Firewalls for Riva On-Premise Access

Ensure that Windows and corporate firewalls are configured to grant the Riva server access to and from the commercially hosted Exchange service using EWS (ports 80 and 443). See Firewall Settings for Riva.

Step 3: Confirm Connectivity from the Windows Host Server to Hosted Exchange Online

On the Windows system that will host the Riva On-Premise server, confirm that you can log in to Outlook Web Access using the Exchange service user account login credentials.  Outlook does not need to be installed on this server.

Step 4: Prepare the user mailboxes that Riva On-Premise will sync

Ensure that each user mailbox that Riva will sync is ready:

  • Primary SMTP Email Address - Ensure that the user mailbox primary SMTP reply-to email address value in Exchange matches the primary email address value of the user's CRM account email address.

  • Global Access List - Ensure that the user mailbox is visible in the Global Access List (GAL).  If Exchange-enabled groups will be used to add mailboxes to the sync policy, the group must also be visible in the GAL.

  • Initial logon to Exchange - Ensure that the user has logged into their Exchange mailbox at least once using Outlook or Outlook Web Access to create the mailbox folders, calendar, and address book.

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