Riva On Premise 2.4.36 (2014.03.28) - Release Notes

  • Updated

These release notes provide a quick overview of the major enhancements and fixes included in the following release:

Release version: 2.4.36.19829
Release date: 2014.03.28
Update procedure: How to Update Riva
Manual update procedure How to Update Riva from a ZIP file
   

 

Riva On-Premise server is available for a free 15-day trial. 

KB Articles are still pending for this release - see Special Options that can be enabled by Riva Professional Services

Highlights of Top-Level Changes Included in 2.4.36

This release includes the following top-level enhancements:

Quick Links to changes included in this release

Changes to Riva Manager Application

  • Riva Manager application switches to left column navigation.  The connection and sync policy edit windows switch to using left column navigation from the top tab navigation of earlier versions.  This makes it easier to navigate between pages and increases available space for each page to display more selectable options.

Changes to Riva Sync Policies

Changes to Riva Sync Policy for Exchange

Changes to Riva Policy for IBM Notes

CRM Specific Enhancements / Fixes

Goldmine

  • GoldMine: contact and email sync freezing.  App.setting to resolve the issue of contact and email sync "freezing".  Learn more ... GoldMine:  App.setting option to limit the number of results returned in GoldMine queries
  • GoldMine: BugFix for syncing all-day events with incorrect end dates.  Fixed bug that Riva would sync GoldMine appointments with no start time and duration to Exchange as an All-Day event with EndDate 1 day before StartDate.

Info@Hand

  • IAH: BugFix for project status does not appear in the column header.  Fix to correct Riva not syncing the status of projects into the column header in Exchange/Outlook.

MS Dynamics CRM

  • MSCRM2011: BugFix to Handle InsufficientPermissions as Privilege Exception error:  Fix so Riva will properly handle "Operation failed: [InsufficientPermissions] Principal user" errors by ignoring the error condition based on sync policy settings.
  • MSCRM2011: XRM connection wizard should auto-detect .NET framework 4 requirements.  When installing the MS CRM 2011 "XRM" connection, the Riva XRM MSCRM connection service wizard will properly detect if the host Windows system meets the .Net 4.0 system requirements that include:
    • .Net 4.0 Full
    • .Net 4.0 Client profile
    • .Net 4.0 Full Extended (http://support.microsoft.com/kb/2468871)

  • MSCRM 2011: Added support to upgrade MSCRM Plug-in compatibility.  Added support to upgrade CRM Plug-in compatibility from MSCRM4 legacy connection to MSCRM2011 XRM connection.  Learn more ... Create an MS CRM XRM Connection:  Enable CRM Plug-in Compatibility 
  • MSCRM 2011: Added security option to prevent Riva sync if MSCRM permission "Sync to Outlook" is enabled.  Added default custom option to disable Riva sync if MSCRM "sync to Outlook" permission is enabled and MSCRM plug-in compatibility is not enabled in Riva.  Added option to MSCRM 2011 connection to disable permission check. Learn more ... MSCRM 2011: Privilege error "prvSyncToOutlook".

NetSuite

  • NetSuite: BugFix Don't treat a "completed" appointment as "closed".  Changed Riva logic to not treat "completed" appointments as closed items and will not sync a "delete" or "cancelled" update from NetSuite to Exchange.

Salesforce

  • Salesforce Event Relations: Lead attendees are not synchronized.  Riva currently does not handle lead attendees. Leads cannot be added as "multi-who" relationships, but there can be multiple lead attendees. Currently, Riva does not sync any lead attendees.
  • Salesforce Event Relations: Attendee sync improvements for CRM-originating appointments. Added logging to better handle syncing multi-attendee meetings from Salesforce to Exchange.  For Salesforce Event Relations: Riva handles attendee deletions as a "decline".
  • Salesforce Event Relations: Riva handles appointments organized by non-users.  Added UI option for "User is Admin-Only" on the Salesforce connection "Impersonation" page.  Learn more ... How Riva handles appointments for non-users.

Sugar

  • Sugar: String not recognized as valid DateTime.  BugFix to handle "Invalid Format! String not recognized as valid DateTime '2013-11-13 23:04:56.000000'" error.
  • SugarCRM7 - Recurring appointments not deleted from Sugar.  BugFix: When recurring appointments are deleted in Exchange Riva does not delete from Sugar.
  • SugarCRM7 – All-day Exchange appointments created in Sugar 7 spanning 2 days.  BugFix: When a user creates an allday appointment in Outlook for today only (e.g. Dec 12), then after sync, it will be set in SugarCRM7 to the day immediately preceding the day it was created (e.g. Dec 11) and will be displayed in SugarCRM7 on Dec 11 and Dec 12, in effect spanning 2 days instead of just one day. If the user opens the appointment in SugarCRM7, the appointment displays that its start date and time are set to Dec 11 at 5:00 pm and its end date and time are set to Dec 12 at 5:00 pm.
  • SugarCRM7 – Task Status is not updating properly.  BugFix for when a user updates the status of a task in Outlook, it will not be updated properly in SugarCRM7. Also, when a user updates the task status in SugarCRM7 to “Not Started”, after sync, it will be set to “In Progress” in Exchange.

Email System-Specific Enhancements

Exchange/Outlook Specific Connections / Enhancements / Fixes

  • BugFix: Riva created duplicate appointments that originated in Outlook for Mac. BugFix to correct Riva creating duplicate appointments in CRM when an appointment originated in Outlook for Mac with 3 or more Riva synced attendees.
  • Added Proxy support for EWS and IBM Connections.  Added "Use proxy" link on the EWS Connection Edit option form, which allows specifying a proxy server to connect through.  Learn more ... Configure "Use Proxy" http(s) proxy settings in CRM and Email connections and Riva Server:  Web \ HTTP Proxy Authentication Support

  • Added support for Embedded attachment  syncing through MAPI connections.  Previously MAPI connections did not support embedded attachments.

IBM Notes Specific Connections / Enhancements / Fixes

  • Notes: Added Domino / Notes Connector and Sync Policy.  Added to the Riva Manager application the IBM Domino / Notes connector that supports all of the Core and email sync features, and the Notes sync policy.  
    For Riva customers looking to try the Notes integration, we are offering a “white glove” professional services offer. Since Notes customers are traditionally larger deployments, we take security, configuration, and deployment very seriously and want to ensure they are successful the first time. This onboarding service is free and the process we go through for all Notes deployment includes up to three hours of discovery, configuration, installation as well as training on Riva with the objective of having a new customer up and running at the end of those three hours.

    Learn more ...     Mail: IBM Notes (Lotus Notes) for additional information and Configure a Sync Policy for Exchange and Notes (Riva for Notes sync policies use the same steps as Riva for Exchange customers).
  • Notes: Limit Riva concurrency based on the target mail server.  Added custom options to set max number of threads per Notes email server.  Learn more ... Notes: Custom Options to control execution threads by the Notes email server.
  • Notes: Omni ConnectorBar support.  Provision of HTML-based content to rich text fields of domino documents for cases and opportunity modules including the OmniConnect Bar.  
  • Added Proxy support for EWS and IBM Notes Connections.  Added "Use proxy" link on the EWS Connection Edit option form, which allows specifying a proxy server to connect through.  Learn more ... Configure "Use Proxy" http(s) proxy settings in CRM and Email connections and Riva Server:  Web \ HTTP Proxy Authentication Support

Changes to the Riva Server or Sync Workflow

  • Added feature "DeleteSafety" to prevent mass deletes of items.  Added feature and custom options to control and safeguard against mass deletes of items.  Learn more ... Delete Safety  What does it mean to you.

Special Options that can be enabled by Omni Professional Services

Special options have been added to Riva in this release that require Riva Professional Services to enable and configure.  Contact the Riva support team to request any of these features:

  • Revised procedures for Reconfiguring Riva when customer Mailboxes are Migrated to a Different System.  Revised procedures to use new custom options to perform pre-migration and post-migration mailbox scans.
    • Reconfigure Riva when Exchange mailboxes are upgraded from On-Premise Exchange 2003 (MAPI) to On-Premise Exchange 2010 or 2013 (EWS)
    • Reconfigure Riva when Exchange mailboxes are migrated from On-Premise Exchange (EWS) to Office 365 using Hybrid Migration Procedure
    • Reconfigure Riva when Exchange mailboxes are migrated from Office 365 to On-Premise Exchange (EWS) using Hybrid Migration Procedure
    • Reconfigure Riva when Exchange mailboxes are moved from Exchange On-Premise (EWS or MAPI) to Office 365
    • Reconfigure Riva when Exchange mailboxes are moved from Office 365 to Exchange On-Premise (EWS)
    • Reconfigure Riva when Exchange mailboxes are moved/migrated from Hosted Exchange 2007+ to Office 365
    • Reconfigure Riva when Exchange mailboxes are moved/migrated from Office 365 and Hosted Exchange 2007+
    • Reconfigure Riva when CRM users are moved to different CRM instances and CrmIds do not change.
    • Reconfigure Riva when CRM users are moved to a different CRM system and CrmIds do change.
    • Developed a procedure to configure the Riva server for user mailboxes/CRM users that have been synced by a different sync solution immediately prior to Riva (e.g. Riva replaces GoldMine GISME sync)
  • Revised the following Riva Management procedures:
    • Revised procedure to move Riva from On-Premise to Riva Cloud Corporate Subscription
    • Revised procedure to move Riva Cloud Corporate Subscription to Riva On-Premise server
    • Revised procedure to move users between sync policies
    • Revised procedure to move Riva server to new Windows host
    • Revised procedure to move Riva server to a new folder location on the same Windows host
  • Added a new procedure to establish a common transaction folder structure for all sync policies
    IMPORTANT NOTICE TO CUSTOMERS:  Many customers are migrating Exchange from On-Premise to Hosted "in the cloud" solutions which requires reconfiguration of Riva.  Customers are urged to contact Riva Support for assistance with making changes to Riva.  Certain changes made in Riva can result in the syncing of duplicate records in Exchange or the inadvertent removal of data from the CRM.  The procedures identified above should only be made under the direction of Riva support staff.

     

  • Exchange/Outlook Specific Options:
    • Custom Option for ReadOnly on Exchange Originating Appointments.  Added custom option to enable read-only sync of Exchange originating appointments to CRM.  Learn more ... Custom option for read-only Exchange originating appointments (available soon)
    • Custom options to disable attendee syncing on CRM originating appointments.  Added custom options to sync meetings created in CRM to Exchange with no attendee list.  Learn more ... Custom options to disable attendee syncing on CRM-originating appointments. (Available soon)
    • Custom options to sync attendee details to appointment attendee details to appointment body.  Custom options to use the HyperDescription feature to put all attendee Names and emails into the body of the appointment.  Learn more ... Custom Options to sync CRM attendee details to Ex appointment body (Available soon).  
    • Changed how Riva syncs changes of CRM recurring appointments to Exchange.  Modified how Riva will sync completion, delete, and cancel appointment items in a recurring series from CRM to Exchange.  Learn more ... How Riva syncs recurring appointment items from CRM to Exchange (Available soon)
    • Custom option for per-module configuration for "FirstSyncExistingItemsOption".  Added custom option to set FirstSyncExistingItemsOption on module level  Learn more ... Custom option to set FirstSyncExistingItemsOption on module level. (Available soon)  
    • Added Custom Options to skip creates, deletes, and updates in Exchange.  Added custom options to allow blocking of creations, updates, or deletes in the CRM to EX direction.  Learn more ... Custom options to block creates, updates, or deletes in CRM to Exchange sync. (Available soon)
  • CRM Specific Options:
    • Salesforce - Profile Picture Synchronization - Added custom option to support syncing profile pictures from CRM to contact records in Exchange. 
    • Implemented Merge Support for Salesforce and MSCRM 2011. Implement Engine-Level support for Item Merges in Salesforce and MSCRM 2011 if Snapshot polling is enabled.  
  • Riva Server Workflow Options:
    • Custom option to set separate first-time sync BatchSize. Custom option to set separate BatchSize setting for the first sync of mail items for inbox and sent items. Learn more ... Custom option to set max changes for first sync poll. (available soon)
    • Attendee Sync Improvements for CRM-originating appointments.  Modified Riva logic to better handle syncing meetings with attendees from CRM to Exchange.  Learn more ... Attendee Sync Improvements for CRM-originating appointments. (available soon)
    • Custom Option: MaxTotalResultsPerSession must be settable per object type.  Added custom option to allow setting maximum total results per session by object type.  Learn more ... Custom option to set maximum total results per session. (available soon)
    • Custom options to prevent retrying when an appointment matched by GlobalID cannot be retrieved in CRM.  Adding options to adjust the handling of situations where an item matched by GlobalId in CRM cannot be retrieved. Learn more ... Custom option to to prevent retrying sync when an appointment matched by GlobalID cannot be retrieved in the CRM. (available soon)

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