Veeva Vault Connection Details

Introduction

Connector Version

This documentation is based on version 23.0.9039 of the connector.

Get Started

Veeva Vault Version Support

The connector leverages versions 21.1 and later of the VeevaVault API to enable bidirectional access to VeevaVault data.

Establish a Connection

Connect to Veeva Vault

In order to connect to your Veeva Vault account, you will first need to specify the URL connection property to the host you see in the address bar after logging in to your account, ex. https://myvault.veevavault.com.

OpenID Connect with Microsoft Entra ID

OpenID Connect with Microsoft Entra ID is a connection type that goes through OAuth. Set the AuthScheme to AzureADOpenID and the OpenIDConnectProfileID connection property to the ID of your Open ID Connect profile, which can be found by navigating to Admin > Settings > OAuth 2.0 / OpenID Connect Profiles and expanding the details of your OpenID Connect Profile.

Authenticate to Veeva Vault

There are two authentication methods available for connecting to your Veeva Vault data source, Basic and OAuth 2.0 / OpenID Connect with the Microsoft Entra ID Authentication Provider.

User Credentials

Set the AuthScheme to Basic and set the User and Password to your user login credentials.

OpenID with Microsoft Entra ID

OpenID Connect with Microsoft Entra ID is a connection type that goes through OAuth. Set the AuthScheme to AzureADOpenID. The following sections assume that you have done so.

Desktop Applications

Follow the steps below to authenticate with the credentials for a custom OAuth app. See Creating a Custom Microsoft Entra ID App. Get an OAuth Access Token

You are ready to connect after setting one of the below connection properties groups depending on the authentication type.

1. Authenticating using a Client Secret
   • OAuthClientId: Set this to the Client ID in your app settings.
   • OAuthClientSecret: Set this to the Client Secret in your app settings.
   • CallbackURL: Set this to the Redirect URL in your app settings.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken. .
   • Optionally, depending on the required claims to complete the authentication with the Veeva Vault data source, you may need to set additional scopes via the Scope property. For example, to get the user name and email claims from the UserInfo endpoint, you will need to set the scope value to: 'openid profile email offline_access'.
2. Authenticating using a Certificate
   • OAuthClientId: Set this to the Client ID in your app settings.
   • OAuthJWTCert: Set this to the JWT Certificate store.
   • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.
   • CallbackURL: Set this to the Redirect URL in your app settings.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken. .
   • Optionally, depending on the required claims to complete the authentication with the Veeva Vault data source, you may need to set additional scopes via the Scope property. For example, to get the user name and email claims from the UserInfo endpoint, you will need to set the scope value to: 'openid profile email offline_access'.

When you connect the connector opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the OAuth process:

1. Extracts the access token from the callback URL and authenticates requests.
2. Obtains a new access token when the old one expires.
3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

Create a Custom Microsoft Entra ID App

Create a Microsoft Entra ID Application

Veeva Vault supports user-based authentication using Microsoft Entra ID. This authentication is OAuth-based.

To connect to Veeva Vault via the Web, you must always create a custom application, as described here.

Custom OAuth applications are useful if you want to:

• Control branding of the authentication dialog.
• Control the redirect URI that the application redirects the user to after the user authenticates.
• Customize the permissions that you are requesting from the user.

Authenticate With Microsoft Entra ID

In <https://portal.azure.com>:

1. In the left-hand navigation pane, select Microsoft Entra ID > App registrations.

2. Click New registration.

3. Enter a name for the application.

4. Specify the types of accounts this application should support:

   • For private use applications, select Accounts in this organization directory only.
   • For distributed applications, select one of the multi-tenant options.

1. Set the redirect URI to http://localhost:33333 (default) OR, if you want to

   specify a different port, specify the desired port and set CallbackURL to the exact reply URL you just defined.

2. To register the new application, click Register. An application management screen displays. Record these values for later use. (You will use the Application (client) ID value to set the OAuthClientId parameters, and the Directory (tenant) ID value to set the AzureTenant parameter.)

3. Navigate to Certificates & Secrets. Select New Client Secret for this application and specify the desired duration. After the client secret is saved, the Azure App Registration displays the key value. This value is displayed only once, so record it for future use. (You will use it to set the OAuthClientSecret.)

4. If you have specified the use of permissions that require admin consent, you can grant them from the current tenant on the API Permissions page.

Update Your Custom Microsoft Entra ID App

When to use a Custom Microsoft Entra ID App

Prior to using the app that you have previously created to configure the Microsoft Entra ID Authentication Provider for your Veeva Vault data source, you would need to update it to include a redirect URL. This way, the connector can retrieve the verifier code from the opened browser tab and complete the flow. To do this and to obtain the OAuth values for your app, the OAuthClientId and OAuthClientSecret, you can follow the steps as below.

Steps to update your Custom Microsoft Entra ID App

Follow the steps below to add a redirect URL and to obtain the OAuth values for your app, the OAuthClientId and OAuthClientSecret.

1. Log in to https://portal.azure.com.

2. In the left-hand navigation pane, select Microsoft Entra ID, then App Registrations and click on the app you have previously created to configure the Azure

   AD Authentication Provider.

3. From the Overview section, you can copy the Application (client) ID which corresponds to the OAuthClientId property.

4. In the Certificates & Secrets section, you can optionally define a new app authentication type or use the already existing one. There are two types of authentication available: using a client secret and using a certificate. The recommended authentication method is via a certificate, but you can also create an application secret.

   • Option 1 - Upload a certificate: In the Certificates & Secrets section, select Upload certificate and select the certificate to upload from your local machine.
   • Option 2 - Create a new application secret: In the Certificates & Secrets section, select New Client Secret for the app and select its duration. After saving the client secret, the key value is displayed. Copy this value as it is displayed only once, and it is used as the OAuthClientSecret.

5. In the Authentication section, under the Redirect URIs of the existing Web platform, you can add a new redirect URL to something such as http://localhost:33333, the connector's default. Or, set a different port of your choice and set CallbackURL to the exact reply URL you defined.

6. Save your changes.

Important Notes

Configuration Files and Their Paths

• All references to adding configuration files and their paths refer to files and locations on the Jitterbit agent where the connector is installed. These paths are to be adjusted as appropriate depending on the agent and the operating system. If multiple agents are used in an agent group, identical files will be required on each agent.

Advanced Features

This section details a selection of advanced features of the Veeva Vault connector.

User Defined Views

The connector allows you to define virtual tables, called user defined views, whose contents are decided by a pre-configured query. These views are useful when you cannot directly control queries being issued to the drivers. See User Defined Views for an overview of creating and configuring custom views.

SSL Configuration

Use SSL Configuration to adjust how connector handles TLS/SSL certificate negotiations. You can choose from various certificate formats; see the SSLServerCert property under "Connection String Options" for more information.

Proxy

To configure the connector using private agent proxy settings, select the Use Proxy Settings checkbox on the connection configuration screen.

Query Processing

The connector offloads as much of the SELECT statement processing as possible to Veeva Vault and then processes the rest of the query in memory (client-side).

See Query Processing for more information.

User Defined Views

The Veeva Vault connector allows you to define a virtual table whose contents are decided by a pre-configured query. These are called User Defined Views, which are useful in situations where you cannot directly control the query being issued to the driver, e.g. when using the driver from Jitterbit. The User Defined Views can be used to define predicates that are always applied. If you specify additional predicates in the query to the view, they are combined with the query already defined as part of the view.

There are two ways to create user defined views:

• Create a JSON-formatted configuration file defining the views you want.
• DDL statements.

Define Views Using a Configuration File

User Defined Views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The connector automatically detects the views specified in this file.

You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the connector.

This User Defined View configuration file is formatted as follows:

• Each root element defines the name of a view.
• Each root element contains a child element, called query, which contains the custom SQL query for the view.

For example:

{
    "MyView": {
        "query": "SELECT * FROM Documents WHERE MyColumn = 'value'"
    },
    "MyView2": {
        "query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
    }
}

Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:

"UserDefinedViews", "C:\Users\yourusername\Desktop\tmp\UserDefinedViews.json"

Define Views Using DDL Statements

The connector is also capable of creating and altering the schema via DDL Statements such as CREATE LOCAL VIEW, ALTER LOCAL VIEW, and DROP LOCAL VIEW.

Create a View

To create a new view using DDL statements, provide the view name and query as follows:

CREATE LOCAL VIEW [MyViewName] AS SELECT * FROM Customers LIMIT 20;

If no JSON file exists, the above code creates one. The view is then created in the JSON configuration file and is now discoverable. The JSON file location is specified by the UserDefinedViews connection property.

Alter a View

To alter an existing view, provide the name of an existing view alongside the new query you would like to use instead:

ALTER LOCAL VIEW [MyViewName] AS SELECT * FROM Customers WHERE TimeModified > '3/1/2020';

The view is then updated in the JSON configuration file.

Drop a View

To drop an existing view, provide the name of an existing schema alongside the new query you would like to use instead.

DROP LOCAL VIEW [MyViewName]

This removes the view from the JSON configuration file. It can no longer be queried.

Schema for User Defined Views

User Defined Views are exposed in the UserViews schema by default. This is done to avoid the view's name clashing with an actual entity in the data model. You can change the name of the schema used for UserViews by setting the UserViewsSchemaName property.

Work with User Defined Views

For example, a SQL statement with a User Defined View called UserViews.RCustomers only lists customers in Raleigh:

SELECT * FROM Customers WHERE City = 'Raleigh';

An example of a query to the driver:

SELECT * FROM UserViews.RCustomers WHERE Status = 'Active';

Resulting in the effective query to the source:

SELECT * FROM Customers WHERE City = 'Raleigh' AND Status = 'Active';

That is a very simple example of a query to a User Defined View that is effectively a combination of the view query and the view definition. It is possible to compose these queries in much more complex patterns. All SQL operations are allowed in both queries and are combined when appropriate.

SSL Configuration

Customize the SSL Configuration

By default, the connector attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.

To specify another certificate, see the SSLServerCert property for the available formats to do so.

Data Model

The Veeva Vault connector models Veeva Vault objects as relational views. A Veeva Vault object has relationships to other objects; in the views, these relationships are expressed through foreign keys. The following sections show the static endpoints of the Veeva Vault API.

However, the rest of the views are dynamically determined, using the metadata exposed on the Veeva Vault API. All vault objects will be exposed by the Veeva Vault connector. However, we only only list views in the help for types we can determine at design time all available columns. Examples of Veeva objects availabe with the Veeva Vault connector but not displayed in the help include:

• Documents (Query the available documents, VQL is used when possible for this object.)
• Users (Query the exisiting users, VQL is used when possible for this object.)
• Groups (Query the exisiting groups, VQL is used when possible for this object.)
• {Every Vault Object} (Query any vault object on its own view. VQL is always used to query Vault Object's views.)

About Veeva Vault Query

Veeva Vault Query (VQL) is a query language similar to SQL. It is available to use via the Veeva Vault API. When the query can be handled server-side, the provider transforms SQL to VQL and sends it to Veeva Vault. Optimizing in this way decreases the execution time, since the filtering will be done server-side.

Also, the provider supports QueryPassthrough, which means that you can write a VQL query and directly send it to Veeva Vault. This can be done by setting QueryPassthrough connection property to true.

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

Veeva Vault Connector Views

AuditHistory

Retrieve complete audit history for a single document or for a single object record.

View Specific Information

Either the DocumentId column or the ObjectName and ObjectRecordId columns must be specified in order to query this view.

The connector will use the Veeva Vault API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the connector.

• DocumentId supports the = operator.
• ObjectName supports the = operator.
• ObjectRecordId supports the = operator.
• StartDate supports the = operator.
• EndDate supports the = operator.

For example, the following queries are processed server-side:

SELECT * FROM AuditHistory WHERE DocumentId = '8'
SELECT * FROM AuditHistory WHERE ObjectName = 'product__v' AND ObjectRecordId = '00P000000000601'
SELECT * FROM AuditHistory WHERE DocumentId = '3258' AND StartDate = '2020-01-01T01:13:36' AND EndDate = '2020-01-06T01:3:32'

Columns

Pseudo-Columns

Pseudo-column fields are used in the WHERE clause of SELECT statements and offer more granular control over the tuples that are returned from the data source.

DocumentRelationships

Returns all relationships per each document.

View Specific Information

DocumentId, MajorVersion and MinorVersion must be specified in order to query this view. To find these values, you can execute the following query:

SELECT version_id FROM Documents

And version_id values are of this pattern: {DocumentId}_{MajorVersion}_{MinorVersion}

Some query examples:

SELECT * FROM DocumentRelationships WHERE SourceDocumentId = '122' AND MajorVersion = 1 AND MinorVersion = 0
SELECT * FROM DocumentRelationships WHERE SourceDocumentId = '101' AND MajorVersion = 0 AND MinorVersion = 1

Columns

DocumentRoles

Manually retrieve assigned roles on a document and the users and groups assigned to them.

View Specific Information

The connector will use the Veeva Vault API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the connector.

• DocumentId supports the '=' and 'IN' operators.

For example, the following queries are processed server side:

SELECT * FROM DocumentRoles WHERE DocumentId = '100'
SELECT * FROM DocumentRoles WHERE DocumentId IN ('99', '98', '876', '873', '867', '1')

It is recommended to specify DocumentId, otherwise the provider will make a request per each document, causing the execution of the query to take some time.

Columns

DocumentUserActions

Retrieve all available user actions on specific versions of multiple documents or binders.

View Specific Information

DocumentId, MajorVersion and MinorVersion must be specified in order to query this view. To find these values, you can execute the following query:

SELECT version_id FROM Documents

And version_id values are of this pattern: {DocumentId}_{MajorVersion}_{MinorVersion}

Some query examples:

SELECT * FROM DocumentUserActions WHERE SourceDocumentId = '122' AND MajorVersion = 1 AND MinorVersion = 0
SELECT * FROM DocumentUserActions WHERE SourceDocumentId = '101' AND MajorVersion = 0 AND MinorVersion = 1

Columns

Lifecycles

Retrieve brief details for the available lifecycles.

View Specific Information

The connector will use the Veeva Vault API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the connector.

• Lifecycle supports the = operator.
• Role supports the = operator.

For example, the following queries are processed server side:

SELECT * FROM Lifecycles WHERE lifecycle = 'draft_to_effective_lifecycle_supporting__c'
SELECT * FROM Lifecycles WHERE Role = 'qa__vs'

Columns

ObjectRelationships

Returns all relationships per each object. An ObjectName is required to query this view.

Columns

ObjectRoles

Manually retrieve assigned roles on an object record and the users and groups assigned to them.

View Specific Information

ObjectName and RecordId must be specified in order to query this view.

Some query examples:

SELECT * FROM ObjectRoles WHERE ObjectName = 'product__v' AND RecordId = '00P000000000201'
SELECT * FROM ObjectRoles WHERE ObjectName = 'activity__v' AND RecordId = '0AC000000001D27'

Columns

ObjectTypes

Returns brief details of all types an object can be.

View Specific Information

No available server-side filters for this view.

Columns

ObjectWorkflows

Retrieve the workflows of an object or the workflows of an user.

View Specific Information

ObjectName and RecordId or UserId must be specified in order to query this view.

The connector will use the Veeva Vault API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the connector.

• UserId supports the '=' and 'IN' operators.
• ObjectName supports the = operator.
• RecordId supports the = operator.
• Status supports the = operator.

For example, the following queries are processed server-side:
Some query examples:

SELECT * FROM ObjectWorkflows WHERE UserId IN (SELECT id FROM Users)
SELECT * FROM ObjectWorkflows WHERE UserId IN ('1069977', '115731')
SELECT * FROM ObjectWorkflows WHERE UserId = '1069977'
SELECT * FROM ObjectWorkflows WHERE UserId = '349101' AND Status = 'completed__v'
SELECT * FROM ObjectWorkflows WHERE ObjectName = 'product__v' AND RecordId = '00P000000000201'

Columns

ObjectWorkflowTasks

Retrieve the workflows of an object or the workflows of an user.

View Specific Information

ObjectName and RecordId or AssigneeId must be specified in order to query this view.

The connector will use the Veeva Vault API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the connector.

• AssigneeId supports the '=' and 'IN' operators.
• ObjectName supports the = operator.
• RecordId supports the = operator.
• Status supports the = operator.

For example, the following queries are processed server-side:
Some query examples:

SELECT * FROM ObjectWorkflowTasks WHERE AssigneeId IN (SELECT id FROM Users)
SELECT * FROM ObjectWorkflowTasks WHERE AssigneeId IN ('1069977', '115731')
SELECT * FROM ObjectWorkflowTasks WHERE AssigneeId = '1069977'
SELECT * FROM ObjectWorkflowTasks WHERE AssigneeId = '349101' AND Status = 'completed__v'
SELECT * FROM ObjectWorkflowTasks WHERE ObjectName = 'product__v' AND RecordId = '00P000000000201'

Columns

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the connector beyond simple SELECT operations with Veeva Vault.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Veeva Vault, along with an indication of whether the procedure succeeded or failed.

Veeva Vault Connector Stored Procedures

CreateDocument

Create a single document.

To find the API names of the Documents table, get the Description column for the table Documents:

SELECT Description FROM [sys_tablecolumns] WHERE TableName = 'Documents'

The Description column will contain the API names of the Documents table. Now, use these API names to update a document, for example:

EXEC CreateDocument File = 'C:/Users/Public/document1.docx', Type__v = 'Promotional Piece', Subtype__v = 'Advertisement'

Input

Result Set Columns

CreateDocumentVersion

Add a new draft version of an existing document. You can choose to either use the existing source file, or a new source file. These actions will increase the document's minor version number. This is analogous to using the Create Draft action in the UI. Note that not all documents are eligible for draft creation. For example, you cannot create a draft of a checked out document.

EXEC CreateDocumentVersion File = 'C:/Users/Public/document2.docx', DocumentId = '514', CreateDraft = 'uploadedContent', Description = 'This is a description', suppressRendition = 'true'

Input

Result Set Columns

DownloadDocumentFile

Download a document file.

Example:

EXEC DownloadDocumentFile DocumentId = '1234', DownloadLocation = 'C:/Users/Public/cover.png'

Note about LockDocument: The user who checked the document out and the Document Owner can check it back in. If the user or Document Owner is not available then a Vault Owner or Administrator must undo the checkout. Otherwise, the document cannot progress.

Input

Result Set Columns

GetOAuthAccessToken

Gets the OAuth access token from the Microsoft Entra ID Authentication Provider.

Input

Result Set Columns

GetOAuthAuthorizationURL

Gets the Microsoft Entra ID authorization URL. Access the URL returned in the output in a Web browser. This requests the access token that can be used as part of the connection string to the Microsoft Entra ID Authentication Provider.

Input

Result Set Columns

RefreshOAuthAccessToken

Refreshes the OAuth access token used for authentication with the Microsoft Entra ID Authentication Provider.

Input

Result Set Columns

UpdateDocument

Update editable field values on the latest version of a single document.

To find the API names of the Documents table, get the Description column for the table Documents:

SELECT Description FROM [sys_tablecolumns] WHERE TableName = 'Documents'

The Description column will contain the API names of the Documents table. Now, use these API names to update a document, for example:

EXEC UpdateDocument DocumentId = '123', name__v = 'new name', product__v = 'new product'

Input

Result Set Columns

System Tables

You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.

Schema Tables

The following tables return database metadata for Veeva Vault:

• sys_catalogs: Lists the available databases.
• sys_schemas: Lists the available schemas.
• sys_tables: Lists the available tables and views.
• sys_tablecolumns: Describes the columns of the available tables and views.
• sys_procedures: Describes the available stored procedures.
• sys_procedureparameters: Describes stored procedure parameters.
• sys_keycolumns: Describes the primary and foreign keys.
• sys_indexes: Describes the available indexes.

Data Source Tables

The following tables return information about how to connect to and query the data source:

• sys_connection_props: Returns information on the available connection properties.
• sys_sqlinfo: Describes the SELECT queries that the connector can offload to the data source.

Query Information Tables

The following table returns query statistics for data modification queries:

• sys_identity: Returns information about batch operations or single updates.

sys_catalogs

Lists the available databases.

The following query retrieves all databases determined by the connection string:

SELECT * FROM sys_catalogs

Columns

sys_schemas

Lists the available schemas.

The following query retrieves all available schemas:

SELECT * FROM sys_schemas

Columns

sys_tables

Lists the available tables.

The following query retrieves the available tables and views:

SELECT * FROM sys_tables

Columns

sys_tablecolumns

Describes the columns of the available tables and views.

The following query returns the columns and data types for the Documents table:

SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='Documents'

Columns

sys_procedures

Lists the available stored procedures.

The following query retrieves the available stored procedures:

SELECT * FROM sys_procedures

Columns

sys_procedureparameters

Describes stored procedure parameters.

The following query returns information about all of the input parameters for the SampleProcedure stored procedure:

SELECT * FROM sys_procedureparameters WHERE ProcedureName='SampleProcedure' AND Direction=1 OR Direction=2

Columns

sys_keycolumns

Describes the primary and foreign keys.

The following query retrieves the primary key for the Documents table:

SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Documents'

Columns

sys_foreignkeys

Describes the foreign keys.

The following query retrieves all foreign keys which refer to other tables:

SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'

Columns

sys_primarykeys

Describes the primary keys.

The following query retrieves the primary keys from all tables and views:

SELECT * FROM sys_primarykeys

Columns

sys_indexes

Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.

The following query retrieves all indexes that are not primary keys:

SELECT * FROM sys_indexes WHERE IsPrimary='false'

Columns

sys_connection_props

Returns information on the available connection properties and those set in the connection string.

When querying this table, the config connection string should be used:

jdbc:cdata:veevavault:config:

This connection string enables you to query this table without a valid connection.

The following query retrieves all connection properties that have been set in the connection string or set through a default value:

SELECT * FROM sys_connection_props WHERE Value <> ''

Columns

sys_sqlinfo

Describes the SELECT query processing that the connector can offload to the data source.

Discovering the Data Source's SELECT Capabilities

Below is an example data set of SQL capabilities. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.

The following query retrieves the operators that can be used in the WHERE clause:

SELECT * FROM sys_sqlinfo WHERE Name = 'SUPPORTED_OPERATORS'

Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.

Columns

sys_identity

Returns information about attempted modifications.

The following query retrieves the Ids of the modified rows in a batch operation:

SELECT * FROM sys_identity

Columns

sys_information

Describes the available system information.

The following query retrieves all columns:

SELECT * FROM sys_information

Columns

Advanced Configurations Properties

The advanced configurations properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure. Click the links for further details.

Authentication

Connection

Azure Authentication

OAuth

JWT OAuth

SSL

Schema

Miscellaneous

Authentication

This section provides a complete list of authentication properties you can configure.

AuthScheme

The scheme used for authentication. Accepted entries are Basic and Microsoft Entra IDOpenID.

Possible Values

Auto, Basic, AzureADOpenID

Data Type

string

Default Value

Auto

Remarks

• Auto: Lets the driver decide automatically based on the other connection properties you have set.
• Basic: Set this to authenticate using the Basic authentication schema. You need to specify the User and Password connection properties for this schema.
• Microsoft Entra IDOpenID: Set to authenticate using OpenID Connect authentication schema with the Microsoft Entra ID authentication provider.

URL

The host you see in the Url after you log in in Veeva Vault.

Data Type

string

Default Value

""

Remarks

The host you see in the Url after you log in in Veeva Vault.

User

The Veeva Vault user account used to authenticate.

Data Type

string

Default Value

""

Remarks

Together with Password, this field is used to authenticate against the Veeva Vault server.

Password

The password used to authenticate the user.

Data Type

string

Default Value

""

Remarks

The User and Password are together used to authenticate with the server.

OpenIDConnectProfileID

The ID of your OAuth2.0 / Open ID Connect profile.

Data Type

string

Default Value

""

Remarks

The ID of your OAuth2.0 / Open ID Connect profile. This connection property is required only when using the Microsoft Entra IDOpenID AuthScheme.

Connection

This section provides a complete list of connection properties you can configure.

APIVersion

The version of the Veeva Vault API used.

Data Type

string

Default Value

21.1

Remarks

The Veeva Vault API version used by default is '21.1'.

Versions 21.1 and later are supported.

Azure Authentication

This section provides a complete list of Azure authentication properties you can configure.

AzureTenant

The Microsoft Online tenant being used to access data. If not specified, your default tenant is used.

Data Type

string

Default Value

""

Remarks

The Microsoft Online tenant being used to access data. For instance, contoso.onmicrosoft.com. Alternatively, specify the tenant Id. This value is the directory ID in the Azure Portal > Microsoft Entra ID > Properties.

Typically it is not necessary to specify the Tenant. This can be automatically determined by Microsoft when using the OAuthGrantType set to CODE (default). However, it may fail in the case that the user belongs to multiple tenants. For instance, if an Admin of domain A invites a user of domain B to be a guest user. The user will now belong to both tenants. It is a good practice to specify the Tenant, although in general things should normally work without having to specify it.

The AzureTenant is required when setting OAuthGrantType to CLIENT. When using client credentials, there is no user context. The credentials are taken from the context of the app itself. While Microsoft still allows client credentials to be obtained without specifying which Tenant, it has a much lower probability of picking the specific tenant you want to work with. For this reason, we require AzureTenant to be explicitly stated for all client credentials connections to ensure you get credentials that are applicable for the domain you intend to connect to.

OAuth

This section provides a complete list of OAuth properties you can configure.

InitiateOAuth

Set this property to initiate the process to obtain or refresh the OAuth access token when you connect.

Possible Values

OFF, GETANDREFRESH, REFRESH

Data Type

string

Default Value

OFF

Remarks

The following options are available:

1. OFF: Indicates that the OAuth flow will be handled entirely by the user. An OAuthAccessToken will be required to authenticate.
2. GETANDREFRESH: Indicates that the entire OAuth Flow will be handled by the connector. If no token currently exists, it will be obtained by prompting the user via the browser. If a token exists, it will be refreshed when applicable.
3. REFRESH: Indicates that the connector will only handle refreshing the OAuthAccessToken. The user will never be prompted by the connector to authenticate via the browser. The user must handle obtaining the OAuthAccessToken and OAuthRefreshToken initially.

OAuthClientId

The client ID assigned when you register your application with an OAuth authorization server.

Data Type

string

Default Value

""

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.

OAuthClientSecret

The client secret assigned when you register your application with an OAuth authorization server.

Data Type

string

Default Value

""

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret property.

OAuthAccessToken

The access token for connecting using OAuth.

Data Type

string

Default Value

""

Remarks

The OAuthAccessToken property is used to connect using OAuth. The OAuthAccessToken is retrieved from the OAuth server as part of the authentication process. It has a server-dependent timeout and can be reused between requests.

The access token is used in place of your user name and password. The access token protects your credentials by keeping them on the server.

OAuthSettingsLocation

The location of the settings file where OAuth values are saved when InitiateOAuth is set to GETANDREFRESH or REFRESH . Alternatively, you can hold this location in memory by specifying a value starting with 'memory://'.

Data Type

string

Default Value

%APPDATA%\VeevaVault Data Provider\OAuthSettings.txt

Remarks

When InitiateOAuth is set to GETANDREFRESH or REFRESH, the connector saves OAuth values to avoid requiring the user to manually enter OAuth connection properties and to allow the credentials to be shared across connections or processes.

Instead of specifying a file path, you can use memory storage. Memory locations are specified by using a value starting with 'memory://' followed by a unique identifier for that set of credentials (for example, memory://user1). The identifier can be anything you choose but should be unique to the user. Unlike file-based storage, where credentials persist across connections, memory storage loads the credentials into static memory, and the credentials are shared between connections using the same identifier for the life of the process. To persist credentials outside the current process, you must manually store the credentials prior to closing the connection. This enables you to set them in the connection when the process is started again. You can retrieve OAuth property values with a query to the sys_connection_props system table. If there are multiple connections using the same credentials, the properties are read from the previously closed connection.

The default location is "%APPDATA%\VeevaVault Data Provider\OAuthSettings.txt" with %APPDATA% set to the user's configuration directory. The default values are

• Windows: "register://%DSN"
• Unix: "%AppData%..."
• Mac: "%AppData%..."

where DSN is the name of the current DSN used in the open connection.

The following table lists the value of %APPDATA% by OS:

CallbackURL

The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings.

Data Type

string

Default Value

""

Remarks

During the authentication process, the OAuth authorization server redirects the user to this URL. This value must match the callback URL you specify in your app settings.

OAuthVerifier

The verifier code returned from the OAuth authorization URL.

Data Type

string

Default Value

""

Remarks

The verifier code returned from the OAuth authorization URL. This can be used on systems where a browser cannot be launched such as headless systems.

Authentication on Headless Machines

See to obtain the OAuthVerifier value.

Set OAuthSettingsLocation along with OAuthVerifier. When you connect, the connector exchanges the OAuthVerifier for the OAuth authentication tokens and saves them, encrypted, to the specified location. Set InitiateOAuth to GETANDREFRESH to automate the exchange.

Once the OAuth settings file has been generated, you can remove OAuthVerifier from the connection properties and connect with OAuthSettingsLocation set.

To automatically refresh the OAuth token values, set OAuthSettingsLocation and additionally set InitiateOAuth to REFRESH.

OAuthRefreshToken

The OAuth refresh token for the corresponding OAuth access token.

Data Type

string

Default Value

""

Remarks

The OAuthRefreshToken property is used to refresh the OAuthAccessToken when using OAuth authentication.

OAuthExpiresIn

The lifetime in seconds of the OAuth AccessToken.

Data Type

string

Default Value

""

Remarks

Pair with OAuthTokenTimestamp to determine when the AccessToken will expire.

OAuthTokenTimestamp

The Unix epoch timestamp in milliseconds when the current Access Token was created.

Data Type

string

Default Value

""

Remarks

Pair with OAuthExpiresIn to determine when the AccessToken will expire.

JWT OAuth

This section provides a complete list of JWT OAuth properties you can configure.

OAuthJWTCert

The JWT Certificate store.

Data Type

string

Default Value

""

Remarks

The name of the certificate store for the client certificate.

The OAuthJWTCertType field specifies the type of the certificate store specified by OAuthJWTCert. If the store is password protected, specify the password in OAuthJWTCertPassword.

OAuthJWTCert is used in conjunction with the OAuthJWTCertSubject

field in order to specify client certificates. If OAuthJWTCert has a value, and OAuthJWTCertSubject is set, a search for a certificate is initiated. Please refer to the OAuthJWTCertSubject field for details.

Designations of certificate stores are platform-dependent.

The following are designations of the most common User and Machine certificate stores in Windows:

In Java, the certificate store normally is a file containing certificates and optional private keys.

When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).

OAuthJWTCertType

The type of key store containing the JWT Certificate.

Possible Values

USER, MACHINE, PFXFILE, PFXBLOB, JKSFILE, JKSBLOB, PEMKEY_FILE, PEMKEY_BLOB, PUBLIC_KEY_FILE, PUBLIC_KEY_BLOB, SSHPUBLIC_KEY_FILE, SSHPUBLIC_KEY_BLOB, P7BFILE, PPKFILE, XMLFILE, XMLBLOB

Data Type

string

Default Value

USER

Remarks

This property can take one of the following values:

OAuthJWTCertPassword

The password for the OAuth JWT certificate.

Data Type

string

Default Value

""

Remarks

If the certificate store is of a type that requires a password, this property is used to specify that password in order to open the certificate store.

OAuthJWTCertSubject

The subject of the OAuth JWT certificate.

Data Type

string

Default Value

*

Remarks

When loading a certificate the subject is used to locate the certificate in the store.

If an exact match is not found, the store is searched for subjects containing the value of the property.

If a match is still not found, the property is set to an empty string, and no certificate is selected.

The special value "*" picks the first certificate in the certificate store.

The certificate subject is a comma separated list of distinguished name fields and values. For instance "CN=www.server.com, OU=test, C=US, E=example@jbexample.com". Common fields and their meanings are displayed below.

If a field value contains a comma it must be quoted.

SSL

This section provides a complete list of SSL properties you can configure.

SSLServerCert

The certificate to be accepted from the server when connecting using TLS/SSL.

Data Type

string

Default Value

""

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:

If not specified, any certificate trusted by the machine is accepted.

Certificates are validated as trusted by the machine based on the System's trust store. The trust store used is the 'javax.net.ssl.trustStore' value specified for the system. If no value is specified for this property, Java's default trust store is used (for example, JAVA_HOME\lib\security\cacerts).

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

Schema

This section provides a complete list of schema properties you can configure.

Location

A path to the directory that contains the schema files defining tables, views, and stored procedures.

Data Type

string

Default Value

%APPDATA%\VeevaVault Data Provider\Schema

Remarks

The path to a directory which contains the schema files for the connector (.rsd files for tables and views, .rsb files for stored procedures). The folder location can be a relative path from the location of the executable. The Location property is only needed if you want to customize definitions (for example, change a column name, ignore a column, and so on) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is "%APPDATA%\VeevaVault Data Provider\Schema" with %APPDATA% being set to the user's configuration directory:

BrowsableSchemas

This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.

Data Type

string

Default Value

""

Remarks

Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.

Tables

This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.

Data Type

string

Default Value

""

Remarks

Listing the tables from some databases can be expensive. Providing a list of tables in the connection string improves the performance of the connector.

This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.

Specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.

Views

Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.

Data Type

string

Default Value

""

Remarks

Listing the views from some databases can be expensive. Providing a list of views in the connection string improves the performance of the connector.

This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.

Specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.

Miscellaneous

This section provides a complete list of miscellaneous properties you can configure.

ColumnNamesLocale

Configure the language of the column names. Works only on the views that represent Vault Objects.

Data Type

string

Default Value

""

Remarks

For the views that represent Vault Objects, use this property to configure the language of the column names. For example, ColumnNamesLocale=de will return the column names in German. Note, if you are using QueryPassThrough, this property won't work.

MaxRows

Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.

Data Type

int

Default Value

-1

Remarks

Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.

Other

These hidden properties are used only in specific use cases.

Data Type

string

Default Value

""

Remarks

The properties listed below are available for specific use cases. Normal driver use cases and functionality should not require these properties.

Specify multiple properties in a semicolon-separated list.

Integration and Formatting

Pagesize

The maximum number of results to return per page from Veeva Vault.

Data Type

int

Default Value

1000

Remarks

The Pagesize property affects the maximum number of results to return per page from Veeva Vault. Setting a higher value may result in better performance at the cost of additional memory allocated per page consumed.

PseudoColumns

This property indicates whether or not to include pseudo columns as columns to the table.

Data Type

string

Default Value

""

Remarks

This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".

QueryPassthrough

Whether or not the provider will pass the query to Veeva Vault as-is.

Data Type

bool

Default Value

false

Remarks

Whether or not the connector will pass the query to Veeva Vault as-is. These queries should use proper VQL syntax.

Veeva Vault supports a set of queries that are not specified in the regular SQL-92 standard; to execute these queries simply set QueryPassthrough to true. This will pass the query directly to Veeva Vault without parsing it internally.

Timeout

The value in seconds until the timeout error is thrown, canceling the operation.

Data Type

int

Default Value

60

Remarks

If Timeout = 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.

If Timeout expires and the operation is not yet complete, the connector throws an exception.

UseDisplayNames

If set to false, the provider will use api names for some operations.

Data Type

bool

Default Value

true

Remarks

If set to false, the connector will use api names for some operations. This property is used for custom modules: The API name for custom modules is different from a custom module name in the Veeva Vault UI. For example, if you create a Potentials custom module in Veeva Vault, the connector will make the underlying requests to the API name; for example, CustomModule_1.

Set this property to false to use the api name in SQL queries.

UserDefinedViews

A filepath pointing to the JSON configuration file containing your custom views.

Data Type

string

Default Value

""

Remarks

User Defined Views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The connector automatically detects the views specified in this file.

You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the connector.

This User Defined View configuration file is formatted as follows:

• Each root element defines the name of a view.
• Each root element contains a child element, called query, which contains the custom SQL query for the view.

For example:

{
    "MyView": {
        "query": "SELECT * FROM Documents WHERE MyColumn = 'value'"
    },
    "MyView2": {
        "query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
    }
}

Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:

"UserDefinedViews", C:\Users\yourusername\Desktop\tmp\UserDefinedViews.json

Note that the specified path is not embedded in quotation marks.

UseSimpleNames

Boolean determining if simple names should be used for tables and columns.

Data Type

bool

Default Value

false

Remarks

Veeva Vault tables and columns can use special characters in names that are normally not allowed in standard databases. UseSimpleNames makes the connector easier to use with traditional database tools.

Setting UseSimpleNames to true will simplify the names of tables and columns returned. It will enforce a naming scheme such that only alphanumeric characters and the underscore are valid for the displayed table and column names. Any nonalphanumeric characters will be converted to an underscore.