groupwise collaboration integration suite licensing...

GroupWise Collaboration Integration Suite Licensing Guide

Revised: November 28, 2008 © 2002-2007 Omni Technology Solutions Inc. of 25

This GuideThis GuideThis GuideThis Guide

Welcome to Riva, the next generation engine for managing GroupWise information based on policies. Riva leverages the GroupWise Trusted Application Architecture and LDAP connectors different directory and application services to allow an administrator to create policies to manage GroupWise collaboration and integration solutions

This guide provides information necessary to:

• Run the Licence Request Wizard to create licence request files for managed policies and reports and managed applications.

• Install licence files

• Confirm licence status of modules

There are other Riva guides that you can refer to:

• Riva Setup and Configuration GuideRiva Setup and Configuration GuideRiva Setup and Configuration GuideRiva Setup and Configuration Guide –––– describes how to install and configure the various connection settings for Riva.

• Riva Riva Riva Riva Managed Policies & RepManaged Policies & RepManaged Policies & RepManaged Policies & Reportsortsortsorts Guide Guide Guide Guide – describes how to create. modify and execute Riva managed policies and managed report policies.

• Riva Managed Application Guides Riva Managed Application Guides Riva Managed Application Guides Riva Managed Application Guides – describes how to create, modify and execute managed applications:

o Managed Signature GuideManaged Signature GuideManaged Signature GuideManaged Signature Guide

o Dynamic Distribution LisDynamic Distribution LisDynamic Distribution LisDynamic Distribution List Guidet Guidet Guidet Guide

o Secure Distribution List GuideSecure Distribution List GuideSecure Distribution List GuideSecure Distribution List Guide

• Riva Riva Riva Riva CRM CRM CRM CRM EnterpriseEnterpriseEnterpriseEnterprise Guide Guide Guide Guide – describes how to integrate Riva CRM Enterprise with common CRM solutions including SugarCRM, info@hand, Salesforce.com, Microsoft Dynamics, etc.

• Riva Riva Riva Riva CRM Desktop EditionCRM Desktop EditionCRM Desktop EditionCRM Desktop Edition Guide Guide Guide Guide - describes how to integrate Riva CRM Desktop Edition with common CRM solutions including SugarCRM, info@hand, Salesforce.com, Microsoft Dynamics, etc.

Riva Licensing Guide

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Table of ContentsTable of ContentsTable of ContentsTable of Contents

Licensing for Riva CRM Enterprise Edition ........................................................................... 3

Riva License Requirements ................................................................................................. 3

How to Start Riva ................................................................................................................ 3

Running Riva in Demo Mode ................................................................................................ 3

How to Licence Riva ............................................................................................................ 4

How does Riva Licensing Work ...................................................................................... 4

Examine Licensing Details ............................................................................................ 5

How to Request a Riva Licence (Same Connection Info for all Modules) .............................. 6

How to Request a Riva Licence (Unique Connection Info for each Module) ....................... 11

eDirectory and GroupWise Accounts ....................................................................... 12

eDirectory Users Only ........................................................................................... 16

Use Existing Licence Information ........................................................................... 19

eDirectory Tree and GroupWise System .................................................................. 19

Customer Information .......................................................................................... 20

How to Install a Riva Licence ...................................................................................... 22

Support for Riva ................................................................................................................. 24

Reporting Technical Issues ......................................................................................... 24

Upgrade and Maintenance Support Agreements ............................................................. 24

Free Support ............................................................................................................. 24

Contacting Support .................................................................................................... 25

Online Support .......................................................................................................... 25


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Licensing for Riva CRM Enterprise EditionLicensing for Riva CRM Enterprise EditionLicensing for Riva CRM Enterprise EditionLicensing for Riva CRM Enterprise Edition

Licensing instructions for Riva Integration Server is described in the “Riva IRiva IRiva IRiva Integration Server ntegration Server ntegration Server ntegration Server AdminAdminAdminAdmin Guide Guide Guide Guide”.

RivaRivaRivaRiva License Requirements License Requirements License Requirements License Requirements

Riva must be installed and the connections must be configured before using the License Wizard to request trial or full licences from Omni. Please refer to “Riva Setup and Configuration GuideRiva Setup and Configuration GuideRiva Setup and Configuration GuideRiva Setup and Configuration Guide” for detailed instructions.

Do not proceed until Riva is properly installed and configured to connect to the directory, email, and /or CRM systems that you need Riva to interact with.

How to Start Riva How to Start Riva How to Start Riva How to Start Riva

Double-click the Launch RivaLaunch RivaLaunch RivaLaunch Riva desktop icon, or double-click the Riva.exe Riva.exe Riva.exe Riva.exe file in the Riva installation directory.

Running Riva in Demo ModeRunning Riva in Demo ModeRunning Riva in Demo ModeRunning Riva in Demo Mode

All modules and reports included in Riva will run in demonstration mode without any licence files. Before running any Riva policies, we recommend you create an eDirectory group that contains five users with GroupWise accounts. This group should be used as the "destination" for Riva policies in demo mode.

In demonstration mode, policies are restricted to execute against the first fivefivefivefive accounts identified in a destination object. 30-day trial licences can be requested by running the “Request Licence” wizard (see “How to Licence Riva”). The riva.zip riva.zip riva.zip riva.zip file contains sample files. Please refer to the ReadmeRiva.txt ReadmeRiva.txt ReadmeRiva.txt ReadmeRiva.txt file (included in the riva.zip file) for instructions.

If you open or edit an existing policy and that module is running in Demo ModeDemo ModeDemo ModeDemo Mode, a splash screen will open and count down for 5 seconds before permitting the user to continue.

Users can also choose to run the “Licence Request” wizard by clicking the RequestRequestRequestRequest Trial >> Trial >> Trial >> Trial >> button.


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How to LicensHow to LicensHow to LicensHow to Licenseeee Riva Riva Riva Riva

How does How does How does How does Riva Riva Riva Riva Licensing WorkLicensing WorkLicensing WorkLicensing Work

Riva is licensed on a per-destination user, per-module basis. This allows you to purchase different licence counts for different modules. Different modules can be licensed for different users, groups, containers, post offices or domains. By default, all modules will run in demo mode on an unlicensed system.

There are three licence modes available with Riva (demo, trial, and full) which can be intermixed (e.g. full for CCU, trial for CPA, demo for all other modules). Licence modes are:

Licence ModeLicence ModeLicence ModeLicence Mode ExplanationExplanationExplanationExplanation

Managed PoliciesManaged PoliciesManaged PoliciesManaged Policies – all managed policies demo using the first five destination accounts in a policy. There are a few exceptions to this:

Common Calendar UpdateCommon Calendar UpdateCommon Calendar UpdateCommon Calendar Update ---- does first 5 destination accounts and replaces the letter 'o' with '-'. Inserts a header and footer message indicating this is a DEMO version of CCU

GWIA Gateway CleanerGWIA Gateway CleanerGWIA Gateway CleanerGWIA Gateway Cleaner - does first 20 addresses in each address book for the first five destination accounts

Managed Reports Managed Reports Managed Reports Managed Reports ---- all managed reports demo using the first five destination accounts in a policy.

Managed Applications Managed Applications Managed Applications Managed Applications - all managed applications demo using the first five destination accounts in a policy.

Riva CRM Desktop Edition Riva CRM Desktop Edition Riva CRM Desktop Edition Riva CRM Desktop Edition –––– only data that has been active in the previous 7 days is synchronized, and a maximum of 50 items per type (calendar, email, quote, case, and opportunity) will be displayed in the user’s GroupWise client.

DEMO licence modeDEMO licence modeDEMO licence modeDEMO licence mode

Riva Integration ServerRiva Integration ServerRiva Integration ServerRiva Integration Server – limited to a maximum of 3 managed users. Only data that has been active in the previous 7 days is synchronized, and a maximum of 50 items per type (calendar, email, quote, case, and opportunity) will be displayed in the user’s GroupWise client.

TRIAL licence modeTRIAL licence modeTRIAL licence modeTRIAL licence mode

Customers can request a 30-day unrestricted trial license of any module. Riva includes a built-in license request wizard that will generate the necessary .xml file that needs to be emailed to an Omni staff member who will create a trial licence and email it back to the customer.

GWIA Gateway Cleaner GWIA Gateway Cleaner GWIA Gateway Cleaner GWIA Gateway Cleaner – trial license is restricted to correcting the first 100 addressees in each address book for the destination accounts.

Trial licences are normally limited to a maximum of 10 destination users per module.

FULL licence modeFULL licence modeFULL licence modeFULL licence mode

Per-module, unlimited, unexpiring licence. The licence mechanism checks GroupWise accounts and back-links this account to the eDirectory account to ensure that a user is only counted once.

Customers can upgrade to new versions of Riva modules until the expiry date of the software upgrades and maintenance contract. Software and maintenance contracts for modules purchased at different dates will be pro-rated to have the same expiry date.


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Examine Licensing DetailsExamine Licensing DetailsExamine Licensing DetailsExamine Licensing Details

Riva includes a feature to examine license information. If you mouse over a Policy Wizard Module or Report Wizard Module, a pop-up window will report a current license summary for that module.

If additional information is required, right-click the module and select Licensing DetailsLicensing DetailsLicensing DetailsLicensing Details.

A “Licence Details” window will open and show that there are no Trial or Purchase licenses installed.


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How to How to How to How to Request a Riva License (Same Connection Info for all Modules)Request a Riva License (Same Connection Info for all Modules)Request a Riva License (Same Connection Info for all Modules)Request a Riva License (Same Connection Info for all Modules)

Riva includes a “Licensing Wizard” that walks the customer through the process of identifying the eDirectory tree and container, and GroupWise post office or domain licensing options. In many cases, it will only be necessary to license the number of user objects in the target eDirectory tree or container.

The “Licensing Wizard” offers an option to use the same connection information for all Riva modules:

1. Right-click any Policy Wizard Module and select Request LicenceRequest LicenceRequest LicenceRequest Licence.

2. At the “Welcome” window click Next >Next >Next >Next >.


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3. At the “Module Selection” screen:

• Choose between “Trial” or “Full” licences.

• Select the specific modules that you want licences for, or click the Select AllSelect AllSelect AllSelect All link below the list box. If Select AllSelect AllSelect AllSelect All is clicked, this will open a “CRM Integration licensing?CRM Integration licensing?CRM Integration licensing?CRM Integration licensing?” window.

Click No No No No to select all modules except CRM Synchronization and click NextNextNextNext > > > >.


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4. At the “Riva Licence Configuration” screen, you will see the list of the Riva Modules that you will configure connection information for. Click Next >.Next >.Next >.Next >.

5. At the “Configure Connections” screen, you can choose between Complete eDirectory and Complete eDirectory and Complete eDirectory and Complete eDirectory and GroupWGroupWGroupWGroupWise systemsise systemsise systemsise systems or Advanced custom container based licensingAdvanced custom container based licensingAdvanced custom container based licensingAdvanced custom container based licensing. Note Note Note Note – we will be showing “Complete eDirectory and GroupWise systems”, the other option will be shown in the next example.

Click Next >Next >Next >Next >. The licensing wizard will scan the eDirectory and GroupWise connections to obtain an accurate user object count.


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6. At the “Review Licence Details” confirm that the licence details are correct and choose either “Yes” or “No, I need to make changes.” and click Next >Next >Next >Next >.

7. At the “Configuration Complete” screen click Next >.Next >.Next >.Next >.

8. At the “Customer Information – General Information” screen, complete the form and click Next >Next >Next >Next >.


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9. At the “Customer Information – Technical Department Information” window, complete the form and click Next >Next >Next >Next >.

10. At the “Customer Information – Accounts Payable Information” window, select Same as Technical Same as Technical Same as Technical Same as Technical DepartmentDepartmentDepartmentDepartment, or complete the form to specify the correct information, and click Next >Next >Next >Next >.


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11. Take note of the path that the licence request file is saved to. Email the file as an attachment to [email protected].

How to Request a Riva License (Unique Connection Info for each Module)How to Request a Riva License (Unique Connection Info for each Module)How to Request a Riva License (Unique Connection Info for each Module)How to Request a Riva License (Unique Connection Info for each Module)

The Riva “Licensing Wizard” allow you to submit different licence requests for each Riva module:

1. Right-click any Policy Wizard Module and select Request LRequest LRequest LRequest Licenceicenceicenceicence.

2. At the “Welcome” window click Next >Next >Next >Next >.


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3. At the “Module Selection” screen select: the Riva Modules you want to request a license for.

• Either “Trial” or “Full” license type.

• The specific modules that will be licensed.

• Check Advanced perAdvanced perAdvanced perAdvanced per----modulmodulmodulmodule connection configuratione connection configuratione connection configuratione connection configuration Note Note Note Note –––– this option will run Riva Licence Wizard for each individual module and allow you to license different users for each module. The next set of steps will be repeated for each selected module.

Click Next > Next > Next > Next > to continue with module specific connection configuration. The Riva license wizard will now run through screens to permit connection configuration for each selected Riva module.

eDirectory and GroupWise AccountseDirectory and GroupWise AccountseDirectory and GroupWise AccountseDirectory and GroupWise Accounts - In this example we will specify custom container licensing using eDirectory and GroupWise connection information for the first Riva module. Following these steps will license eDirectory accounts with corresponding GroupWise accounts and GroupWise only accounts (that do not have a corresponding eDirectory account).

1. In the “Riva Licence Configuration” window for the first selected Riva module, click Next >Next >Next >Next >.


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2. In this “Configure Connections” window select Advanced Advanced Advanced Advanced ccccustom container ustom container ustom container ustom container based based based based licensinglicensinglicensinglicensing and click Next >Next >Next >Next >.

3. In the “Choose which Post Office(s) you would like to license” window, select the desired post office objects and click Next >Next >Next >Next >.

Post Office(s) which are not selected cannot be licensed.


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4. The “Scan Post Office(s)” window will open and display the eDirectory containers that contain users found in the selected Post Office(s). You can double-click a container to open a window that will display the user accounts in that container. Click the Next > Next > Next > Next > button to continue.

5. In the “Post Office Container Selection” window, navigate through the eDirectory tree and select the desired containers that contain the users. Click Next > Next > Next > Next > to continue.


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6. In the “Choose the containers that you would like to licence” window, click add >> add >> add >> add >> if you need to add additional containers. You can highlight an existing container in the list and click remove >> remove >> remove >> remove >> to remove it from the list. When the desired containers are in the list, click Next > Next > Next > Next > to continue.

7. In the “Review Licence Details” window, confirm the objects to be licensed. If you need to make changes, select No, I need to make changes . . . No, I need to make changes . . . No, I need to make changes . . . No, I need to make changes . . . and click Next >Next >Next >Next >. This will start the licence wizard steps for this module again, otherwise select Yes Yes Yes Yes and click Next > Next > Next > Next > to continue.

8.8.8.8. In the “Configuration Complete” window, click Next >Next >Next >Next > to proceed to the next Riva module.


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eDirectory Users Only eDirectory Users Only eDirectory Users Only eDirectory Users Only ---- In this example, we will specify custom container licensing using eDirectory only connection information for the next Riva module. Following these steps will license eDirectory accounts with corresponding GroupWise accounts but will not license GroupWise only accounts (that do not have a corresponding eDirectory account).

1. In the “Riva Licence Configuration” window for the next Riva module, click Next >Next >Next >Next >.

2. In the “Reuse existing licence configuration” window, click Next >Next >Next >Next >.

3. In the “Licence All Systems” window, ensure that Advanced cAdvanced cAdvanced cAdvanced custom container ustom container ustom container ustom container based based based based licensing licensing licensing licensing is selected, and click Next >Next >Next >Next >.

4. In the “Choose which Post Office(s) you would like to license” window, unselect all Post Offices (to force licensing for eDirectory accounts only) and click Next >Next >Next >Next >.

5. In the “Choose the containers you would like to license” window, click add >> add >> add >> add >> to open the “eDirectory Tree Browser” window. Navigate and select the desired eDirectory containers to license, and click OK >>OK >>OK >>OK >>.


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6. In the “Choose the containers that you would like to license” window and confirm that the correct containers appear in the “Containers to license:” list, and click Next >Next >Next >Next >.

7. In the “Review Licence Details” window, select YesYesYesYes if all details are correct and click Next >Next >Next >Next >.

8. At the “Configuration Complete” window, click Next >.Next >.Next >.Next >.


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Use Existing Licence InformationUse Existing Licence InformationUse Existing Licence InformationUse Existing Licence Information ---- In this example we will use the licensing details of a previously configured Module.


2. In the “Reuse existing licence configuration” window select Use existing licence configurationUse existing licence configurationUse existing licence configurationUse existing licence configuration and select the desired Riva Module to copy licence information from, and click Next >Next >Next >Next >.

3. At the “Configuration Complete” window, click Next > Next > Next > Next > to continue to the next Riva Module to license.

eDirectory Tree and GroupWise System eDirectory Tree and GroupWise System eDirectory Tree and GroupWise System eDirectory Tree and GroupWise System ---- In this example we will use license the Riva Module to use the complete eDirectory tree and GroupWise system.


2. In the “Reuse existing licence configuration” window do not select Use existing licence configurationUse existing licence configurationUse existing licence configurationUse existing licence configuration and click Next >Next >Next >Next >.

3. In the “Licence All Systems” window, select CCCComplete eDirectory and GroupWise systemsomplete eDirectory and GroupWise systemsomplete eDirectory and GroupWise systemsomplete eDirectory and GroupWise systems and click Next >Next >Next >Next >.

4. Riva will scan the connected system and then open a “Review Licence Details” window. Select YesYesYesYes if licence details are correct, and click Next >.Next >.Next >.Next >. The following screen shows an eDirectory system with 854 users of which 831 have GroupWise accounts and 31 users in PO1 that are GroupWise only accounts. These 31 users are not linked to eDirectory accounts.


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5. At the “Configuration Complete” window, click Next >Next >Next >Next >.

Customer Information Customer Information Customer Information Customer Information –––– Once the licensing wizard has collected the licence configuration information for all Riva modules, the wizard will collect the customer information:

1. In the “Customer Information – General Information” window complete the form and click Next >Next >Next >Next >.


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2. In the “Customer Information – Technical Department Information” window complete the form and click Next >Next >Next >Next >.

3. In the “Customer Information – Accounts Payable Information” window, uncheck Same as Technical Same as Technical Same as Technical Same as Technical DepartmentDepartmentDepartmentDepartment, complete the form and click Next >Next >Next >Next >.


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4. In the “Completed” window, note the location of the licence request file. You will email a copy of the licence request file to [email protected].

How to Install a Riva LicenseHow to Install a Riva LicenseHow to Install a Riva LicenseHow to Install a Riva License

Once you receive the Riva .licence file, copy it to the \\\\Licenses Licenses Licenses Licenses folder normally located at C:C:C:C:\\\\Program FilesProgram FilesProgram FilesProgram Files\\\\OmniOmniOmniOmni\\\\RivaRivaRivaRiva\\\\LicensesLicensesLicensesLicenses (create the \Licenses folder if it does not exist). The Riva application must be closed and started to read and apply the licence file.

To confirm licence information, mouse over a Riva Policy Wizard Module or a Report Wizard and wait for 3 seconds. A pop-up window will appear indicating the licence status of the module.

To see licence details for a module or report, right-click the module or report wizard and select Licensing Licensing Licensing Licensing DetailsDetailsDetailsDetails which will open the “Licence Details” window.


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Support for Support for Support for Support for RivaRivaRivaRiva

Reporting a TechReporting a TechReporting a TechReporting a Technical Issuenical Issuenical Issuenical Issue

The Riva interface includes a “Submit Issue Report” feature in the program. If you experience a problem with the application, click the Submit Issue ReportSubmit Issue ReportSubmit Issue ReportSubmit Issue Report link and complete the form. Please ensure that you include the correct contact information. Once the OK OK OK OK button is clicked, Riva will send this issue and a copy of the application logs to our technical support team.

.

Upgrade and Upgrade and Upgrade and Upgrade and Maintenance Maintenance Maintenance Maintenance Support Support Support Support AgreementsAgreementsAgreementsAgreements

Customers who have current upgrade and maintenance support contracts are eligible to receive full email and telephone support Monday to Friday between 9:00 a.m. and 5:00 p.m. Mountain Time. Limited email support may be available during extended hours. Email and telephone support is also available to customers who are evaluating Riva. 365x7x24 support is available for optional purchase.

Free SupFree SupFree SupFree Supportportportport

Free support is limited to information available from our support forum, our web site and information contained in the user manual. Telephone and email support for customers who do not have a current support contract can be provided on a fee per incident or fee per hour basis, whichever is greater.


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Contacting SupportContacting SupportContacting SupportContacting Support

You can contact support using the following methods. Please include as many details as possible when requesting support:

Use the “Contact Us” link in the top right corner of any page of our website and complete the online form or go to www.omni-ts.com/contact-us.html.

Call or fax us: Phone: 1111----780780780780----423423423423----4200420042004200 Fax: 1-780-423-4711

Online ResourcesOnline ResourcesOnline ResourcesOnline Resources

Online resources for Riva include:

• Product Documentation: Go to www.omni-ts.com select Support, Support, Support, Support, follow the link for DocumentationDocumentationDocumentationDocumentation and select Messaging DocumentationMessaging DocumentationMessaging DocumentationMessaging Documentation

• Riva Flash Tutorials: will be added to www.omni-ts.com/quicktours

• Support Forum: Go to www.omni-ts.com/Forum and:

o Select the Riva for GroupWise ~ Installing, Using, SupporRiva for GroupWise ~ Installing, Using, SupporRiva for GroupWise ~ Installing, Using, SupporRiva for GroupWise ~ Installing, Using, Supportttt forum

o “RivaRivaRivaRiva Tips Tips Tips Tips” available at www.omni-ts.com/forum/post--2055--page-1.html is a collection of forum articles to provide troubleshooting and advanced management steps

• Product FAQ: Go to www.omni-ts.com/integration and select Frequently Asked QuestionsFrequently Asked QuestionsFrequently Asked QuestionsFrequently Asked Questions

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