Configuring Riva Sync for Riva Insight

Curtis Massie
Curtis Massie
  • Updated

Riva Sync App

NOTE: The TrackStateURL is the FQDN or Server name of the Riva Insight Server, plus the tss virtual path.
I.E.  https://{fqdn}/{tssVirtualPath}  ||  https://my.riva.com/insight/tss

  1. Open the Riva Sync configuration file
    1. This file can be found in the RivaSync/Application/Runtime folder
    2. Depending on your version of Sync, you will have to edit the config file for either the 64-bit or 32-bit version   i.e. Omni.Riva.CrmAgentEx.exe.config  or Omni.Riva.CrmAgentEx64.exe.config
  2. Add the following connectionString to the config:
    • <add 
  name="Insight.TrackStateService" 
  connectionString="Uri={TssUrl};PrivateKey={PrivateKey};PublicKey={PublicKey}" 
  />
  3. Update the connection string with the following values:
    1. Replace {TssUrl} with your TrackStateUrl
    2. Replace {PrivateKey} and {PublicKey} with the provided Private and Public keys used for Riva Insight.

 

Riva Sync

  1. In the Riva Sync Policy Advanced Options, 
    1. Ensure the DefaultUrl is present and points to a valid insight Url. I.E> https://my.riva.com/insight/
      • Sync.Crm.SyncConfiguration.Insight.DefaultUrl = {InsightEndpoint)
    2. Enable the Track State Service
      • Sync.Crm.TrackStateService.Enabled = true
  2. Restart the Riva Sync Service after making the change.

 

Verification

  1. After making the changes in Riva Sync 
    1. Ensure the mailbox(es) goes though at least one sync cycle
    2. Verify logs to confirm no Track State Service errors
  2. Close and re-open Outlook (to force download of Sync Configuration)
  3. Log out and back into Riva Insight (to ensure latest are picked up)
  4. Go to the Insight About page to verify TSS has been enabled: