Riva Insight On-Premises Prerequisites (Insight 2026.2 and later)

Curtis Massie
Curtis Massie
  • Updated

Overview

Riva Insight On‑Premises 2026.3 introduces a major architectural modernization. The application has been upgraded from the legacy ASP.NET framework to ASP.NET 8 (ASP.NET Core).

As part of this shift:

  • Riva Insight no longer depends on IIS
  • The application now runs using Kestrel, the default web server for ASP.NET Core applications
  • Deployment and hosting are simplified and aligned with modern .NET runtime standards

This release also includes Enhanced Track in CRM, powered by the new Track State Service, which is enabled by default. This service improves reliability and user experience when tracking emails and meetings through the Outlook Web Add‑in.

 

Requirements

Supported Riva Product Versions

  • Riva Insight On‑Premises: 2026.3 or later
  • Riva Sync On‑Premises: 2026.3 or later

For Riva Insight versions newer than 2026.3, it is strongly recommended to deploy the corresponding Riva Sync version, with Riva Sync no more than two versions behind Riva Insight.

 

Dependencies

 

ASP.NET Core Runtime 8

Riva Insight runs on ASP.NET 8 and requires the ASP.NET Core Runtime 8.x to be installed on the same server as Riva Insight.

https://dotnet.microsoft.com/en-us/download/dotnet/8.0

 

Redis (or Valkey)

Riva Insight requires Redis, Valkey, or a Redis‑compatible service for temporary caching and session state management.

Self-managed versions of Redis:

Unofficial Windows Redis ports or builds (versions tested with Insight)

AWS (supported, with considerations)

When using AWS‑hosted Redis/Valkey from an on‑premises deployment, network latency may impact performance. AWS Direct Connect is recommended.

 

MongoDB

Riva Insight requires MongoDB or a MongoDB‑compatible service as a persistent store for Track State Service data.

Self-managed versions of MongoDB:

Riva Insight supports the following AWS versions, however there may be latency issues if used from an on-premises environment (AWS Direct Connect recommended):

MongoDB Shell

MongoDB shell may be require to set up your connection user.

https://www.mongodb.com/docs/mongodb-shell/ 

 

Microsoft Graph Registered App

Connected App

  • Riva Insight use Microsoft Graph to obtain metadata from emails and meetings for the purposes of identifying the status of tracked or synced items.


Salesforce Connected App

Connected App

  • If using Salesforce for your CRM, a Salesforce Connected App is required.
  • The connected app is used to authorize access to Riva insight and access records for displaying in the Insight side panel.

Whitelisting

  • Ensure that the IP addresses for the Insight Server have been whitelisted.

 

Network Whitelisting

Ensure that all required Riva Insight server IP addresses are whitelisted in downstream systems (for example, Salesforce, firewalls, or proxy services).
 

Network Accessibility

The following network access is required:

  • Riva Sync → Riva Insight
    • Default port: TCP 443
  • Riva Insight → Redis / Valkey
    • Default ports: TCP 6379, 6380
  • Riva Insight (Track State Service) → MongoDB
    • Default port: TCP 27017

 

Outlook Web Add-in

Riva Insight is exposed within Outlook as an Outlook Web Add-in.  The Add-in must be deployed through your Office 365 Admin Center.