Riva Mailbox Management for GroupWise

RivaTM CollaborationIntegration Platform for

Novell® GroupWise®

Aldo ZanoniCEO, Managing Director

Omni Technology Solutions+1.780.423.4200 Ext. 232

[email protected]

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, info@hand CRM and Bluefin CRM

• Live Demonstration, Screenshots

• Questions

Riva Collaboration Integration PlatformMANAGE GROUPWISE LIKE NEVER BEFORE:

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.

Manage GroupWise Like Never Before!

Riva delivers four components:1. Managed Policies for automated account content

2. Managed Applications for eDirectory integration

3. GroupWise Reports

4. 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.

Manage Novell® GroupWise® Like Never Before!

Riva Managed PoliciesDynamically create and update Novell GroupWise information—calendars, address books, proxy access, rules, folders and more.

Riva ApplicationsEnforce corporate signature policies. Create Dynamic and Secure Distribution Lists that include external sources.

Riva ReportsProvide quick and easy access to report information that is not available using GWCheck.

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.”

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.

“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)

“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

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 Emails• Managed Policies for automated account content

Riva Reports: • eDir Account Audit Report *• Rules Report *• Proxy Access Report• GroupWise Archive Path Report

* Requires GroupWise 7.0.2

• Shared Calendars Report• Shared Address Book Report• Shared Folders Report

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

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 CarasscoDirector, Global SalesOmni Technology Solutions Inc.www.omni-ts.comOffice: +1.780.423.4200 Ext. 232Fax: +1.780.423.4711 Mobile: +1.780.707.0099

Le informazioni contenute in questa comunicazione e gli eventuali documenti allegati hanno carattere confidenziale e sono ad uso esclusivo del destinatario.

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.

Secure Distribution Lists

Riva Secure Distribution Lists allow you to:

• Include external email 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 email to secure GroupWise distribution lists

• Completely hide distribution list members (regulatory compliance)

• Never have to worry again about unauthorized users sending emails to sensitive or large distribution lists or not being able to include non-GroupWise email addresses in system-defined distribution lists.

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.

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.”

Riva Collaboration Integration Connectors

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

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

Riva CRM Desktop and Enterprise Editions

Enterprise Edition: Multiple accounts, no desktop softwareDesktop 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)

Sort CRM Opportunities, Quotes and Cases in GroupWise

Group Labels View

Standard View

Riva ConnectBarTM: View, Edit or Delete CRM Opportunities, Quotes, Cases from GroupWise

The Riva ConnectBarTM reflects the CRM interface in the GroupWise client .

Convert a Novell® GroupWise® e-mail into a CRM opportunity or case.

RIVA SMARTCONVERTDROP FOLDERS

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

Sample Integrated CRM Dashboard

Useful Riva Links

Riva Home Pagewww.omni-ts.com/integration

Product Overviewwww.omni-ts.com/integration/overview.html

Modules and Reportswww.omni-ts.com/integration/details.html

Features and Benefitswww.omni-ts.com/integration/features.html

System Requirementswww.omni-ts.com/integration/requirements.html

Case Study and Articleswww.omni-ts.com/integration/news.html

Documentationwww.omni-ts.com/documentation/messaging/

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.

Thank You!

Aldo ZanoniCEO, Managing Director

Omni Technology Solutions+1.780.423.4200 Ext. 232

[email protected]

Riva Collaboration Integration Screenshots

MANAGE GROUPWISE LIKE NEVER BEFORE:

Managing Connections

Managing Riva Policies

Riva Managed Calendars

Riva Secure Distribution Lists

Riva eDirectory Account Audit Report

Useful Riva Links

Riva Home Pagewww.omni-ts.com/integration

Product Overviewwww.omni-ts.com/integration/overview.html

Modules and Reportswww.omni-ts.com/integration/details.html

Features and Benefitswww.omni-ts.com/integration/features.html

System Requirementswww.omni-ts.com/integration/requirements.html

Case Study and Articleswww.omni-ts.com/integration/news.html

Documentationwww.omni-ts.com/documentation/messaging/

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

Riva CRM Integration Screenshots#1 GROUPWISE CRM INTEGRATION SOLUTION:

SharePoint® Integration for GroupWise®

Facebook® Integration for GroupWise®

SugarCRM and GroupWise Login Information

Bi-directional Synchronization

Bi-directional Synchronization of Address BookAccounts and contacts from CRM

View and Sort CRM Opportunities, Quotes and Cases in GroupWise

Group Labels View

Standard View

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 email to CRM archived email, opportunity, quote or case.

Sort CRM Opportunities, Quotes and Cases in GroupWise

Group Labels View

Standard View

Riva ConnectBarTM: View, Edit or Delete CRM Opportunities, Quotes, Cases from GroupWise

The Riva ConnectBarTM reflects the CRM interface in the GroupWise client .

Convert a Novell® GroupWise® e-mail into a CRM opportunity or case.

RIVA SMARTCONVERTDROP FOLDERS

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

Sample Integrated CRM Dashboard

Flow Diagram – CRM to GroupWise®

Flow Diagram – GroupWise® to CRM

Bi-directional Synchronization

SmartConvertTM Folders – Email

SmartConvertTM Folders – Opportunities

SmartConvertTM Folders – Cases

SmartConvertTM Folders – Quotes

Riva Mailbox Management for GroupWise

Technology

Transcript of Riva Mailbox Management for GroupWise