Policy-based, Automated GroupWise Content Management, Account Management and Reporting Aldo Zanoni CEO, Managing Director Omni Technology Solutions, Inc.

© Novell Inc. All rights reserved 2 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, CRM, SalesLogix, SageCRM, ACT! by Sage Live Demonstration, Screenshots Questions

Riva Collaboration Integration Platform

© Novell Inc. All rights reserved 4 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

© Novell Inc. All rights reserved 5 Wouldn’t it be nice if when you … - C reated 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…

© Novell Inc. All rights reserved 6 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 … - C reated a new user - Added a user to an eDirectory ™ group - Moved a user to a new container, … Somehow GroupWise ® could automatically …

© Novell Inc. All rights reserved 7 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

© Novell Inc. All rights reserved 8 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 s, … 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

© Novell Inc. All rights reserved 9 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

© Novell Inc. All rights reserved 10 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 Carassco Director, Global Sales and Channel Strategy 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. … Managed Signatures

© Novell Inc. All rights reserved 11 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

© Novell Inc. All rights reserved 12 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 and other third-party applications – Database queries Configure which accounts are authorised to send to secure GroupWise distribution lists Completely hide distribution list members (regulatory compliance) Never have to worry again about unauthorised users sending s to sensitive or large distribution lists or not being able to include non-GroupWise addresses in system-defined distribution lists Secure Distribution Lists

Integrate Novell ® GroupWise ® with CRM and ERP Systems Aldo Zanoni CEO, Managing Director Omni Technology Solutions, Inc.

© Novell Inc. All rights reserved 14 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

© Novell Inc. All rights reserved 15 Currently Shipping the Top Four:

© Novell Inc. All rights reserved 16 GroupWise: Resource or Regular Account SQL: SQL databases CRM: SugarCRM, Microsoft CRM, Salesforce, SalesLogix, ACT! by Sage, Sage CRM, Student Registration System: Blackboard, Banner, Moodle ERP: Oracle, Siebel PeopleSoft, SAP Riva is to collaboration content synchronization......what Novell ® IDM is to directory values synchronization. Riva – GroupWise ® Integration and Automated Content Management

© Novell Inc. All rights reserved 17 Riva – CRM and Messaging Integration GroupWise, Exchange, Lotus Notes, Google, … SQL: SQL databases CRM: SugarCRM, Microsoft CRM, Salesforce, ACT GoldMine, Sage, SalesLogix Student Registration System: Blackboard, Banner, Moodle ERP: Oracle, Siebel PeopleSoft, SAP, GroupWise, Exchange, Lotus Notes, Google, … SQL: SQL databases CRM: SugarCRM, Microsoft CRM, Salesforce, ACT GoldMine, Sage, SalesLogix Student Registration System: Blackboard, Banner, Moodle ERP: Oracle, Siebel PeopleSoft, SAP,

© Novell Inc. All rights reserved 18 Riva Collaboration Integration Connectors *Future development Riva Collaboration Integration Engine eControl 3.1 Web-based Managed Other systems … GroupWise SugarCRM CRM Salesforce.com Microsoft CRM ACT! by Sage* Saleslogix* SageCRM* SQL & ERP SystemsCRM Content Microsoft SQL MySQL PostGres Oracle Banner* PeopleSoft* Siebel* SAP* Riva SDK for third-party developers*Project Management Software* eDirectory

© Novell Inc. All rights reserved 19 No-touch TM 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 ®

© Novell Inc. All rights reserved 20 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: Riva CRM Desktop and Enterprise Editions

© Novell Inc. All rights reserved 21 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.

© Novell Inc. All rights reserved 22 Riva ConnectBar TM : 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 DropFolders TM and SmartConvert TM : allow users to convert customer s into archived or new CRM data – directly from GroupWise ®. Automatically create new CRM contacts, opportunities, cases, tasks and appointments – directly from GroupWise ® See: Riva ConnectBar TM and Automatic CRM Content Creation from GroupWise

© Novell Inc. All rights reserved 23 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 ( , 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, Salesforce or Microsoft Dynamics

Riva CRM Integration Screenshots

© Novell Inc. All rights reserved 26 SugarCRM and GroupWise ® Login Information

© Novell Inc. All rights reserved 27 Bi-directional Synchronization

© Novell Inc. All rights reserved 28 Bi-directional Synchronization of Address Book Accounts and contacts from CRM

© Novell Inc. All rights reserved 29 Standard View Show Group Labels View View and Sort CRM Opportunities, Quotes and Cases in GroupWise ®

© Novell Inc. All rights reserved 30 Riva – CRM Dashboard

© Novell Inc. All rights reserved 31 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 ConnectBar ™ and DropFolders ™

Riva Collaboration Integration Screenshots

© Novell Inc. All rights reserved 33 Managing Connections

© Novell Inc. All rights reserved 34 Managing Riva Policies

© Novell Inc. All rights reserved 35 Riva Common Calendar Update

© Novell Inc. All rights reserved 36 Riva Secure Distribution Lists

© Novell Inc. All rights reserved 37 Riva Secure Distribution Lists

© Novell Inc. All rights reserved 38 Riva Secure Distribution Lists

© Novell Inc. All rights reserved 39 Riva Secure Distribution Lists

© Novell Inc. All rights reserved 40 Riva Secure Distribution Lists

© Novell Inc. All rights reserved 41 Riva Secure Distribution Lists

© Novell Inc. All rights reserved 42 Riva eDirectory ™ Account Audit Report

© Novell Inc. All rights reserved 43 Riva Home Page Product Overview Modules and Reports Features and Benefits System Requirements Case Study and Articles Documentation Useful Riva Links

Questions?

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