1. RivaTM Collaboration Integration Platform for Novell® GroupWise®
Aldo Zanoni
CEO, Managing Director Omni Technology Solutions
Ext. 232

2. Agenda
Riva Collaboration Integration – Platform for Automated GroupWise Content Management
Riva Managed Policies, Reports and Applications
Riva CRM and Third-party Integration Strategy
Review Riva GroupWise Integration for Microsoft SharePoint, Facebook, SugarCRM, Microsoft CRM, SageCRM, Salesforce, CRM and Bluefin CRM
Live Demonstration, Screenshots
Questions

3. Riva Collaboration Integration Platform
MANAGE GROUPWISE LIKE NEVER BEFORE:
Riva Collaboration Integration Platform

4. Riva Background
The Riva Collaboration Integration Platform was designed to satisfy the long-standing need to:
Automate GroupWise Content Management by allowing GroupWise to manage itself based on information from eDirectory and GroupWise
Provide managed account content updates based on manual, scheduled or event-monitored synchronization policies and applications (one-to-one or one-to-many)
Deliver transparent, seamless and tight integration for CRM and line-of-business applications for all GroupWise clients.

5. Manage GroupWise Like Never Before!
Riva delivers four components:
Managed Policies for automated account content
Managed Applications for eDirectory integration
GroupWise Reports
CRM and third-party application and database connectors
Source and destination objects:
Source objects can be a GroupWise resource or account; an eDirectory object; or an external third-party application, CRM or database.
Destination objects can be one or multiple eDirectory accounts, groups, containers, or GroupWise accounts or post offices.

6. Manage Novell® GroupWise® Like Never Before!
Riva Managed Policies Dynamically create and update Novell GroupWise information—calendars, address books, proxy access, rules, folders and more.
Riva Applications Enforce corporate signature policies. Create Dynamic and Secure Distribution Lists that include external sources.
Riva Reports Provide quick and easy access to report information that is not available using GWCheck.

7. Integrate CRMs and Third-party Integration – Like Never Before
The Riva CRM and Third-party Integration Strategy for Novell® GroupWise® integrates data from third-party databases, CRMs, ERPs, business processes, management systems and others into GroupWise.
Key Value: “Synchronization of data from virtually any source ... to any Novell GroupWise destination, providing seamless, transparent synchronization.”

8. Riva GroupWise Collaboration Integration and Automated GroupWise Content Management
GroupWise: Create, delete or modify content in a destination GroupWise resource
or user account
GroupWise: Extract content from a GroupWise resource or regular account
Riva is to GroupWise content synchronization ...
... what Novell IDM is to directory values synchronization.

9. “It sure would be nice if...”
When you:
Create a new user account...
Add a user to an eDirectory group...
Move a user to a new container...
Somehow GroupWise could automatically...
Add or remove address books to or from the account (Address Book Policies)
Add or remove calendars and calendar entries (Calendar Policies)
Add or remove new and shared folders (Folder Policies)
Assign proxy access rights to the appropriate account auditor or manager (Proxy Access Policies)
Add a default set of rules including a vacation rule (Rules Policies)

10. “It sure would be nice if...”
When you:
Create a new user account...
Add a user to an eDirectory group...
Move a user to a new container...
Somehow GroupWise could automatically...
Add or remove the to or from one or more GroupWise Distribution Lists (Dynamic Distribution Lists)
Create the user signature and container disclaimer based on the new eDirectory values (Managed Signatures)
Add the user as an approved sender or recipient for Secure Distribution Lists

11. Riva Managed Policies and Reports
Allow GroupWise to automatically manage itself for:
Calendars (shared and standard)
Address books (shared and standard)
Folders (shared and standard)
Rules*
Proxy Access
Birthday Reminders
Internet Address Updates
Password Expiration Reminder s
Managed Policies for automated account content
Riva Reports:
eDir Account Audit Report *
Rules Report *
Proxy Access Report
GroupWise Archive Path Report
Shared Calendars Report
Shared Address Book Report
Shared Folders Report
* Requires GroupWise 7.0.2

12. Riva Managed Applications
Riva Managed Applications use connectors to integrate GroupWise to eDirectory and external applications for managed signatures and distribution list management.
Riva Managed Signatures
Riva Dynamic Distribution Lists
Riva Secure Distribution Lists
Riva Event Monitor
Future Applications:
GroupWise Mail Merge, Account Settings Management

13. Riva Managed Signatures
Riva Managed Signatures allow you to standardize and enforce user signature content by pushing eDirectory values into each user signature.
Includes support for department specific or eDirectory group specific disclaimers. Provides local language disclaimers for international companies.
eDirectory Values {First} {Last}
{Title}, {Department}
{Company}
(URL Text)‏
Office: {Phone}
Fax: {Fax}
Mobile: {Mobile}
{Blank line}
{Italian department disclaimer}
Managed Signature
Teruel Carassco
Director, Global Sales
Omni Technology Solutions Inc.
Office: Ext. 232
Fax: Mobile:
Le informazioni contenute in questa comunicazione e gli eventuali documenti allegati hanno carattere confidenziale e sono ad uso esclusivo del destinatario.

14. Dynamic Distribution Lists
Riva Dynamic Distribution Lists allow you to:
Populate GroupWise Distribution Lists with members from one or more eDirectory containers or groups (nested groups)
Use multi-value LDAP queries to create Dynamic Distribution Lists from eDirectory or LDAP queries to external third-party applications (e.g., “department” is W, “title” is X, “position” is Y and “manager” is Z)
Never have to worry again about distribution list accuracy or manually adding members to GroupWise distribution lists.

15. Secure Distribution Lists
Riva Secure Distribution Lists allow you to:
Include external addresses in your system-defined distribution lists by linking GroupWise distribution lists to CSV files, CRMs, third-party applications and database queries
Configure which accounts are authorized to send to secure GroupWise distribution lists
Completely hide distribution list members (regulatory compliance)
Never have to worry again about unauthorized users sending s to sensitive or large distribution lists or not being able to include non-GroupWise addresses in system-defined distribution lists.

16. Riva Event Monitor The Riva Event Monitor allows you to:
Assign policies, applications and reports to be executed based on an event occurring in your GroupWise system
Assign Riva CRM and third-party synchronization to synchronize event-specific information to the CRM or third-party application
Note: The Riva Event Monitor is included by default in the Secure Distribution List Application. CRM-based event notification is CRM specific because not all CRM systems provide event-based notification.

17. Riva CRM and Third-party Integration
Riva CRM, ERP and Third-party Integration Strategy for GroupWise integrates data from third-party databases, CRMs, ERPs, business processes, management systems and others into GroupWise.
Key Value: “Synchronization of data from virtually any source ... to any GroupWise destination, providing seamless, transparent synchronization.”

18. Riva Collaboration Integration Connectors

20. Riva’s 3Ts: Tight, Transparent, Timely
Riva’s CRM integration creates a competitive advantage based on allowing sales, service and account reps and executives to gather and execute on:
Single entry calendar, contact and account information
Integrated customer intelligence
Analysis
Collaboration
Best practices

21. More than Just a Windows Client Plug-in: Complete Platform for CRM Integration
No-touchTM integration (no software to add to clients)
Turns all GroupWise clients (Windows, Mac, Linux, WebAccess, GMS, BES, IMAP, Evolution, Outlook) into an integrated CRM client (with support for caching and remote modes).
Compatible with GroupWise running on all server platforms
No new infrastructure or firewall changes required
Transparent to both GroupWise and CRM

22. Riva CRM Desktop and Enterprise Editions
Enterprise Edition: Multiple accounts, no desktop software
Desktop Edition: Single account, no server software
All information synchronized from the CRM is available in ALL GroupWise clients (Linux, Macintosh, Windows, WebAccess, mobile devices, Evolution, Outlook, IMAP)
Full BlackBerry and GroupWise Mobile Server mobile device client support (e.g., Tasks marked as completed on your BlackBerry or GroupWise Mobile Server clients are marked as completed in the CRM)

23. Sort CRM Opportunities, Quotes and Cases in GroupWise
Group Labels View
Standard View

24. Riva ConnectBarTM: View, Edit or Delete CRM Opportunities, Quotes, Cases from GroupWise
The Riva ConnectBarTM reflects the CRM interface in the GroupWise client.

25. Convert a Novell® GroupWise® e-mail into a CRM opportunity or case.
RIVA SMARTCONVERT
DROP FOLDERS
Convert a Novell® GroupWise® into a CRM opportunity or case.

26. Create Novell® GroupWise® CRM Dashboards
Users can create Novell® GroupWise® CRM dashboards to reflect their preferences:
Dashboard One
Recent Activity
Calendar Activities
Open Cases
My Opportunities
My Quotes
My CRM Contacts
Dashboard Two
Same as listed to the left with an open Opportunity
Displays Omni ConnectBar to Review, Edit and Delete functions

27. Sample Integrated CRM Dashboard

28. Useful Riva Links Riva Home Page www.omni-ts.com/integration
Product Overview
Modules and Reports
Features and Benefits
System Requirements
Case Study and Articles
Documentation

29. Bottom Line — Riva Delivers: Increased Satisfaction and ROI
Riva gives time back to GroupWise administrators by allowing them to use policies to automatically control user folders, calendars, address books, signatures, distribution lists, etc.
Riva delivers immediate user adoption and satisfaction because it gives time back to users by allowing them to work in their CRM or GroupWise and provinding them with access to information from the the other system.
Riva immediately improves a company’s Return on Investment by delivering transparent integration of a company’s two most critical applications: Novell® GroupWise® and the CRM, LOB, or other third-party application.

30. Thank You!
Aldo Zanoni
CEO, Managing Director Omni Technology Solutions
Ext. 232

31. Thank You!
Aldo Zanoni
CEO, Managing Director Omni Technology Solutions
Ext. 232

32. Riva Collaboration Integration Screenshots
MANAGE GROUPWISE LIKE NEVER BEFORE:
Riva Collaboration Integration Screenshots

33. Managing Connections

34. Managing Riva Policies

35. Riva Managed Calendars

36. Riva Secure Distribution Lists

37. Riva Secure Distribution Lists

38. Riva Secure Distribution Lists

39. Riva Secure Distribution Lists

40. Riva Secure Distribution Lists

41. Riva Secure Distribution Lists

42. Riva eDirectory Account Audit Report

43. Useful Riva Links Riva Home Page www.omni-ts.com/integration
Product Overview
Modules and Reports
Features and Benefits
System Requirements
Case Study and Articles
Documentation

44. Visit www.omni-ts.com for more innovative GroupWise solutions and our new Riva on-demand webcasts.

45. Riva CRM Integration Screenshots
#1 GROUPWISE CRM INTEGRATION SOLUTION:

46. SharePoint® Integration for GroupWise®

47. Facebook® Integration for GroupWise®

48. SugarCRM and GroupWise Login Information

49. Bi-directional Synchronization

50. Bi-directional Synchronization of Address Book
Accounts and contacts from CRM

51. View and Sort CRM Opportunities, Quotes and Cases in GroupWise
Group Labels View
Standard View

52. Riva ConnectBarTM and DropFoldersTM
The Riva ConnectBar allows you to Review, Edit or Delete opportunities, quotes and cases directly from the GroupWise client.
DropFolders allow you to convert an to CRM archived , opportunity, quote or case.

54. Sort CRM Opportunities, Quotes and Cases in GroupWise
Group Labels View
Standard View

55. Riva ConnectBarTM: View, Edit or Delete CRM Opportunities, Quotes, Cases from GroupWise
The Riva ConnectBarTM reflects the CRM interface in the GroupWise client.

56. Convert a Novell® GroupWise® e-mail into a CRM opportunity or case.
RIVA SMARTCONVERT
DROP FOLDERS
Convert a Novell® GroupWise® into a CRM opportunity or case.

57. Create Novell® GroupWise® CRM Dashboards
Users can create Novell® GroupWise® CRM dashboards to reflect their preferences:
Dashboard One
Recent Activity
Calendar Activities
Open Cases
My Opportunities
My Quotes
My CRM Contacts
Dashboard Two
Same as listed to the left with an open Opportunity
Displays Omni ConnectBar to Review, Edit and Delete functions

58. Sample Integrated CRM Dashboard

59. Flow Diagram – CRM to GroupWise®

60. Flow Diagram – GroupWise® to CRM

61. Bi-directional Synchronization

62. SmartConvertTM Folders – Email

63. SmartConvertTM Folders – Opportunities

64. SmartConvertTM Folders – Cases

65. SmartConvertTM Folders – Quotes