Policy-based, Automated GroupWise Content Management, Account Management and Reporting Aldo Zanoni...

Policy-based, Automated GroupWise Content Management, Account Management and Reporting

Aldo ZanoniCEO, Managing DirectorOmni Technology Solutions, [email protected]

mailto:[email protected]

© Novell Inc. All rights reserved

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Agenda

• History: Riva Collaboration Integration for Automated GroupWise® Content Management

• Riva Policies, Reports, Applications

• Riva CRM and Third-party Integration Strategy

• Riva CRM for SugaCRM, Microsoft CRM, Salesforce, info@hand CRM, SalesLogix, SageCRM, ACT! by Sage

• Live Demonstration, Screenshots

• Questions

Riva Collaboration Integration Platform


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The Riva Collaboration Integration Platform was designed to satisfy the long-standing need to:

• Allow GroupWise® to manage itself based on policies that connect to eDirectory™, GroupWise and leading third-party line-of- business CRMs, database and ERP solutions

• Provide automated and seamless synchronization based on manual, scheduled or event-monitored policies (one-to-one or one-to-many)

• Deliver an ideal collaboration integration and management platform for rapid deployment, flexibility, interoperability, security, scalability, reporting, regulatory compliance

Riva Collaboration Integration Background


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Wouldn’t it be nice if when you …

- Created a new user- Added a user to an eDirectory™ group- Moved a user to a new container, …

• 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 vacation rule (Rules Policies)• …

Somehow GroupWise® could automatically …

Riva Allows You to Answer the Question…


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• Add or remove the user to or from one of 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 Allows You to Answer the Question…

Wouldn’t it be nice if when you …

- Created a new user- Added a user to an eDirectory™ group- Moved a user to a new container, …

Somehow GroupWise® could automatically …


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Riva delivers:• Managed Policies for automated account content• Managed Applications for eDirectory™ integration• 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.

Manage GroupWise® Like Never Before


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Riva Managed Policies 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, …

Riva Reports:

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

* Requires GroupWise 7

Shared Calendars Report Shared Address Book Report Shared Folders Report, …

Riva Managed Policies and Reports


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• Riva Managed Signatures• Riva Dynamic Distribution Lists• Riva Secure Distribution Lists• Riva Event Monitor

• Future Applications:GroupWise MailMerge, Account Settings Management

Riva Managed Applications use connectors to integrate GroupWise® to eDirectory™ and external applications for managed signatures and distribution list management.

Riva Managed Applications


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Riva Managed Signatures allow you to standardise 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 Sales and Channel StrategyOmni 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. …

Managed Signatures

http://www.omni-ts.com/


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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 a external third-party applications

– "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

Dynamic Distribution Lists


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Riva Secure Distribution Lists allow you to:

Include external email addresses in your system-defined distribution listsby linking GroupWise® distribution lists to:

– CSV files– CRMs and other third-party applications– Database queries

Configure which accounts are authorised to send email to secure GroupWise distribution lists

Completely hide distribution list members (regulatory compliance)

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

Secure Distribution Lists

Integrate Novell® GroupWise® with CRM and ERP Systems

Aldo ZanoniCEO, Managing DirectorOmni Technology Solutions, [email protected]

mailto:[email protected]


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Riva CRM / ERP and Third-party Integration Strategy for GroupWise® integrates data from third-party databases, CRMs, ERPs, business processes, student management systems and others into GroupWise.

Key Value: “Dynamic synchronization of data from virtually any source…to any GroupWise destination, based on one-to-one or one-to many synchronization policies.”

Riva CRM Integration Strategy


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Currently Shipping the Top Four:


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GroupWise: Resource or Regular Account

GroupWise: Resource or Regular Account

SQL: SQL databases

CRM: SugarCRM, info@hand, Microsoft CRM, Salesforce, SalesLogix, ACT! by Sage, Sage CRM, …

Student Registration System: Blackboard, Banner, Moodle

ERP: Oracle, SiebelPeopleSoft, SAP

Riva is to collaboration content synchronization ......what Novell® IDM is to directory values synchronization.

Riva – GroupWise® Integration and Automated Content Management

mailto:info@hand


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Riva – CRM and Messaging Integration

GroupWise, Exchange, Lotus Notes, Google, …

SQL: SQL databases CRM: SugarCRM, info@hand, Microsoft CRM, Salesforce,

ACT GoldMine, Sage, info@hand, SalesLogix


ERP: Oracle, SiebelPeopleSoft, SAP,

GroupWise, Exchange, Lotus Notes, Google, …

SQL: SQL databases CRM: SugarCRM, info@hand, Microsoft CRM, Salesforce,

ACT GoldMine, Sage, info@hand, SalesLogix


ERP: Oracle, SiebelPeopleSoft, SAP,

mailto:info@hand

mailto:info@hand

mailto:info@hand


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Riva Collaboration Integration Connectors

*Future development

Riva Collaboration Integration Engine

eControl 3.1 W

eb-based Managed

Other system

s …

GroupW

ise

SugarCRM

info@hand CRM

Salesforce.com

Microsoft CRM

ACT! by Sage*

Saleslogix*

SageCRM*

SQL & ERP SystemsCRM Content

Microsoft SQL

MySQL

PostGres

Oracle

Banner*

PeopleSoft*

Siebel*

SAP*

Riva SD

K for third-party developers*

Project Managem

ent Software*

eDirectory


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• No-touchTM integration (no software to add to clients)

• Turns GroupWise into an integrated CRM client (supports caching and remote mode)

• Supports all GroupWise clients (Windows, Mac, Linux, WebAccess, GMS, BES, IMAP)

• Compatible with GroupWise running on all server platforms

• No new infrastructure or firewall changes required

• Transparent to both GroupWise and CRM

• Mandate to the developers: “Allow me to “live” in GroupWise to access and manage my CRM content!”

Complete Platform for CRM Integration

Riva CRM Integration for GroupWise®


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Enterprise Edition: Multiple accounts, no desktop software

Desktop Edition: Single account, no server software

• Synchronized CRM information is available in ALL GroupWise clients including IMAP and mobile devices

• Full Mobile client support – Example: tasks marked as completed on your BlackBerry or GroupWise Mobile Server clients are marked as completed in the CRM

• Transparent, bi-directional synchronization of appointments, phone calls, tasks, notes, address book contacts, accounts and organizations

• Transparent synchronization of opportunities, quotes, sale orders, invoices, cases and others from CRM to GroupWise.

See: www.omni-ts.com/crm-integration

Riva CRM Desktop and Enterprise Editions


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What Additional Info Gets Updated in GroupWise?

Opportunities:• Modified Date • Title• Amount• Sales Stage• Probability

Quotes:• Modified Date • Title• Amount• Quote Number• Quote Stage• Account Name

Cases:• Modified Date • Title• Case Number• Case Type• Status• Account Name

Users can sort quotes, cases and opportunities based on each of the columns.


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Riva ConnectBarTM: Review, Edit and Delete opportunities, quotes, projects and cases – directly from GroupWise®

Proposed support for caching mode edit of opportunities, quotes, sale orders, invoices and cases (GroupWise 8).

Riva DropFoldersTM and SmartConvertTM: allow users to convert customer emails into archived or new CRM data – directly from GroupWise®.

Automatically create new CRM contacts, opportunities, cases, tasks and appointments – directly from GroupWise®

See: www.omni-ts.com/crm-integration

Riva ConnectBarTM and Automatic CRM Content Creation from GroupWise


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Single platform to manage Automatic and Event-based GroupWise Policies and Reports that deliver policy-based GroupWise content and account management like never before

Deliver Secure and Dynamic GroupWise Distribution Lists and Managed Signatures with Riva Applications

Synchronize CRM and GroupWise information with Riva CRM (email, appointments, tasks, notes, address books, opportunities)

Synchronize staff work and project schedules from third-party applications and databases into GroupWise

Immediate Impact

Demonstration of GroupWise® 7 Synchronizing to SugarCRM, info@hand, Salesforce or Microsoft Dynamics CRM

mailto:info@hand

Riva CRM Integration Screenshots


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SugarCRM and GroupWise® Login Information


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Bi-directional Synchronization


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Bi-directional Synchronization of Address Book

• Accounts and contacts from CRM


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Standard View

Show Group Labels View

View and Sort CRM Opportunities, Quotes and Cases in GroupWise®


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Riva – CRM Dashboard


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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

ConnectBar™ and DropFolders™

Riva Collaboration Integration Screenshots


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Managing Connections


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Managing Riva Policies


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Riva Common Calendar Update


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Riva Secure Distribution Lists


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Riva eDirectory™ Account Audit Report


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Riva Home Page

Product Overview

Modules and Reports

Features and Benefits

System Requirements

Case Study and Articles

Documentation

www.omni-ts.com/integration

www.omni-ts.com/integration/overview.html

www.omni-ts.com/integration/details.html

www.omni-ts.com/integration/features.html

www.omni-ts.com/integration/requirements.html

www.omni-ts.com/integration/news.html

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

Useful Riva Links

Questions?

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General DisclaimerThis document is not to be construed as a promise by any participating company to develop, deliver, or

market a product. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. Novell, Inc. makes no representations or warranties with respect to the contents of this document, and specifically disclaims any express or implied warranties of merchantability or fitness for any particular purpose. The development, release, and timing of features or functionality described for Novell products remains at the sole discretion of Novell. Further, Novell, Inc. reserves the right to revise this document and to make changes to its content, at any time, without obligation to notify any person or entity of such revisions or changes. All Novell marks referenced in this presentation are trademarks or registered trademarks of Novell, Inc. in the United States and other countries. All third-party trademarks are the property of their respective owners.

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