The CData Sync App provides a straightforward way to continuously pipeline your Veeva Vault data to any database, data lake, or data warehouse, making it easily available for Analytics, Reporting, AI, and Machine Learning.
The Veeva Vault connector can be used from the CData Sync application to pull data from Veeva Vault and move it to any of the supported destinations.
The Sync App leverages versions 21.1 and later of the VeevaVault API to enable bidirectional access to VeevaVault data.
For required properties, see the Settings tab.
For connection properties that are not typically required, see the Advanced tab.
In order to connect to your Veeva Vault account, you first need to set the Url connection property to the host you see in the address bar after logging in to your account.
For example: https://myvault.veevavault.com.
The Sync App supports the following authentication methods:
Set the AuthScheme to Basic and set the User and Password to your user login credentials.
The Sync App supports the Okta SAML 2.0 flow. Before you can authenticate via Okta SSO, you must configure your Veeva Vault and Okta instances as described in Veeva Vault's Okta SSO guide.
After following those steps, set the following to connect:
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:
Specify the types of accounts this application should support:
Note: If you select Accounts in this organizational directory only (default), when you establish a connection with CData Sync App you must set AzureTenant to the Id of the Azure AD Tenant. Otherwise, the authentication attempt fails.
This section details a selection of advanced features of the Veeva Vault Sync App.
The Sync App supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .
Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .
Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.
For further information, see Query Processing.
By default, the Sync App attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.
To specify another certificate, see the SSLServerCert connection property.
To authenticate to an HTTP proxy, set the following:
Set the following properties:
The CData Sync App 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 are exposed by the Sync App. However, the Sync App only lists views for which it can determine all available columns at design time. Examples of Veeva objects available with the CData Sync App but not displayed in the help include:
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 is done
server-side.
If you set the QueryPassthrough connection property to True, the Sync App executes VQL queries directly against the Veeva Vault API.
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.
| Name | Description |
| AuditHistory | Retrieve complete audit history for a single document or for a single object record. |
| DocumentRelationships | Returns all relationships per each document. |
| DocumentRoles | Manually retrieve assigned roles on a document and the users and groups assigned to them. |
| DocumentUserActions | Retrieve all available user actions on specific versions of multiple documents or binders. |
| Lifecycles | Retrieve brief details for the available lifecycles. |
| ObjectRelationships | Returns all relationships per each object. An ObjectName is required to query this view. |
| ObjectRoles | Manually retrieve assigned roles on an object record and the users and groups assigned to them. |
| ObjectTypes | Returns brief details of all types an object can be. |
| ObjectWorkflows | Retrieve the workflows of an object or the workflows of an user. |
| ObjectWorkflowTasks | Retrieve the workflows of an object or the workflows of an user. |
Retrieve complete audit history for a single document or for a single object record.
Either the DocumentId column or the ObjectName and ObjectRecordId columns must be specified in order to query this view.
The Sync App 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 Sync App.
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'
| Name | Type | Description |
| DocumentId | String | Identifier of the document. |
| ObjectName | String | The object Name. |
| ObjectRecordId | String | Identifier of the object record. |
| Id [KEY] | String | Identifier of the audit record. |
| Timestamp | Datetime | The time and date of the preformed action. |
| UserName | String | The name of the user responsible for the preformed action. |
| FullName | String | The full name of the user responsible for the preformed action. |
| Action | String | The name of the action performed on the object record or on the document. |
| Item | String | The type and name of the affected record or the number field value of the affected Document. |
| FieldName | String | The name of the affected field. |
| OldValue | String | The previous field value before the executed action. |
| OnBehalfOf | String | If the action completed by the user represents a different user, this field displays the name of the delegating user. |
| NewValue | String | The actual field value after the executed action. |
| ObjectLabel | String | The label of the affected object. |
| MigrationMode | Bool | Indicates that the object record was created using the X-VaultAPI-MigrationMode header with a specified state__v value. |
| WorkflowName | String | The name of the workflow that preformed the action. |
| TaskName | String | The name of the preformed workflow task. |
| Verdict | String | The verdict of the workflow task action. |
| Reason | String | The reason of the workflow task action verdict. |
| Capacity | String | The approval capacity of the workflow that preformed the action. |
| SignatureMeaning | String | The reason a signature was required for any manifested signature. |
| ViewLicense | String | Returns a value of View-Based User only when the user is assigned that license type. Otherwise, returns an empty string. |
| JobInstanceId | String | The Id of the Job Instance that preformed the action. |
| Version | String | The version of the affected Document. |
| DocumentUrl | String | The URL of the affected Document. |
| EventDescription | String | Description of the action that occurred. |
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.
| Name | Type | Description |
| StartDate | Datetime | Specify a start date to retrieve audit history. This date cannot be more than 30 days ago. If not stated, defaults to the vault's creation date. |
| EndDate | Datetime | Specify an end date to retrieve audit history. This date cannot be more than 30 days ago. If not stated, defaults to today's date. |
Returns all relationships per each document.
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 DocumentsAnd version_id values are of this pattern: {DocumentId}_{MajorVersion}_{MinorVersion}
SELECT * FROM DocumentRelationships WHERE SourceDocumentId = '122' AND MajorVersion = 1 AND MinorVersion = 0 SELECT * FROM DocumentRelationships WHERE SourceDocumentId = '101' AND MajorVersion = 0 AND MinorVersion = 1
| Name | Type | Description |
| Id [KEY] | Integer | The Id of the relationship. |
| SourceDocumentId | Integer | Identifier of the source document. |
| TargetDocumentId | Integer | Identifier of the target document. |
| Type | String | Type of the relationship. |
| CreatedDate | Datetime | The datetime of when the relationship was created. |
| CreatedBy | Integer | Identifier of the user who created the relationship. |
| MajorVersion | Integer | Major version of the source document. |
| MinorVersion | Integer | Minor version of the source document. |
Manually retrieve assigned roles on a document and the users and groups assigned to them.
The Sync App 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 Sync App.
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.
| Name | Type | Description |
| DocumentId [KEY] | String | Identifier of the document. |
| Name [KEY] | String | Name of the role. |
| Label | String | Label of the role. |
| AssignedUsers | String | Comma-separated list of user Ids. |
| AssignedGroups | String | Comma-separated list of group Ids. |
| AvailableUsers | String | Comma-separated list of user Ids. |
| AvailableGroups | String | Comma-separated list of group Ids. |
| DefaultUsers | String | Comma-separated list of user Ids. |
| DefaultGroups | String | Comma-separated list of group Ids. |
Retrieve all available user actions on specific versions of multiple documents or binders.
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 DocumentsAnd version_id values are of this pattern: {DocumentId}_{MajorVersion}_{MinorVersion}
SELECT * FROM DocumentUserActions WHERE SourceDocumentId = '122' AND MajorVersion = 1 AND MinorVersion = 0 SELECT * FROM DocumentUserActions WHERE SourceDocumentId = '101' AND MajorVersion = 0 AND MinorVersion = 1
| Name | Type | Description |
| DocumentId | String | Name of the action. |
| Name | String | Name of the action. |
| Label | String | Label of the action. |
| ActionType | String | Type of the action. |
| Lifecycle | String | Name of the lifecycle. |
| State | String | State before the action is initialized. |
| MajorVersion | Integer | Major version of the source document. |
| MinorVersion | Integer | Minor version of the source document. |
Retrieve brief details for the available lifecycles.
The Sync App 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 Sync App.
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'
| Name | Type | Description |
| Lifecycle | String | Name of the lifecycle. |
| Role | String | Role of the user that can use the lifecycle. |
| AllowedUsers | String | Comma-separated list of names of the allowed users. |
| AllowedGroups | String | Comma-separated list of names of the allowed groups. |
| AllowedDefaultUsers | String | Comma-separated list of names of the default allowed users. |
| AllowedDefaultGroups | String | Comma-separated list of names of the default allowed groups. |
Returns all relationships per each object. An ObjectName is required to query this view.
| Name | Type | Description |
| RelationshipName | String | Name of the relationship. |
| RelationshipLabel | String | Label of the relationship. |
| RelationshipType | String | Type of the relationship. |
| Field | String | Type of the relationship. |
| RelatedObjectName | String | Name of the object in the relationship. |
| RelatedObjectLabel | String | Label of the object in the relationship. |
| ObjectName | String | Name of the object. |
Manually retrieve assigned roles on an object record and the users and groups assigned to them.
ObjectName and RecordId must be specified in order to query this view.
Note: In this provider vault objects are exposed as views. And the keys of these views corresponds to RecordId.
Some query examples:
SELECT * FROM ObjectRoles WHERE ObjectName = 'product__v' AND RecordId = '00P000000000201' SELECT * FROM ObjectRoles WHERE ObjectName = 'activity__v' AND RecordId = '0AC000000001D27'
| Name | Type | Description |
| RecordId [KEY] | String | Name of the role. |
| ObjectName [KEY] | String | Name of the role. |
| Name | String | Name of the role. |
| Users | String | Comma-separated list of user Ids. |
| Groups | String | Comma-separated list of group Ids. |
| AssignmentType | String | Type of the assignment. |
Returns brief details of all types an object can be.
No available server-side filters for this view.
| Name | Type | Description |
| Name | String | The Id of the relationship. |
| Object | String | Identifier of the source document. |
| Label | String | Identifier of the target document. |
| Active | Boolean | Type of the relationship. |
Retrieve the workflows of an object or the workflows of an user.
ObjectName and RecordId or UserId must be specified in order to query this view.
Note: In this provider vault objects are exposed as views. And the keys of these views corresponds to RecordId here.
The Sync App 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 Sync App.
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'
| Name | Type | Description |
| Id [KEY] | String | Identifier of the workflow. |
| Label | String | Label of the workflow. |
| Status | String | Status of the workflow. |
| Initiator | String | Identifier of the user who initiated the workflow. |
| StartedDate | Datetime | Datetime when the workflow started. |
| DueDate | Datetime | Datetime when the workflow is due. |
| CompletedDate | Datetime | Datetime when the workflow was completed. |
| RecordId | String | Identifier of the record of the object. |
| ObjectName | String | Name of the object. Required if UserId not specified. |
| UserId | String | Identifier of the user. Required if ObjectName not specified. |
Retrieve the workflows of an object or the workflows of an user.
ObjectName and RecordId or AssigneeId must be specified in order to query this view.
Note: In this provider vault objects are exposed as views. And the keys of these views corresponds to RecordId.
The Sync App 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 Sync App.
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'
| Name | Type | Description |
| Id [KEY] | String | Identifier of the workflow task. |
| WorkflowId | String | Identifier of the workflow the task is in. |
| Label | String | Label of the workflow task. |
| Status | String | Status of the workflow task. |
| Instructions | String | Instructions to follow. |
| CreatedDate | Datetime | Datetime when the task was created. |
| DueDate | Datetime | Datetime when the task is due. |
| AssignedDate | Datetime | Datetime when the task was assigned. |
| RecordId | String | Identifier of the record of the object. |
| ObjectName | String | Name of the object. Required if UserId not specified. |
| AssigneeId | String | Identifier of the user. Required if ObjectName not specified. |
The connection string 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 in the connection string for this provider. Click the links for further details.
For more information on establishing a connection, see Establishing a Connection.
| Property | Description |
| AuthScheme | The scheme used for authentication. Accepted entries are Basic, AzureAD, AzureADOpenID and OKTA. |
| URL | The host you see in the Url after you log in in Veeva Vault. |
| User | Specifies the user ID of the authenticating Veeva Vault user account. |
| Password | Specifies the password of the authenticating user account. |
| OpenIDConnectProfileID | The ID of your OAuth2.0 / Open ID Connect profile. |
| Property | Description |
| APIVersion | The version of the Veeva Vault API used. |
| Property | Description |
| AzureTenant | Identifies the Veeva Vault tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional). |
| Property | Description |
| SSOLoginURL | The identity provider's login URL. |
| SSOProperties | Additional properties required to connect to the identity provider, formatted as a semicolon-separated list. |
| SSOExchangeUrl | The URL used for consuming the SAML response and exchanging it for service specific credentials. |
| Property | Description |
| OAuthClientId | Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server. |
| OAuthClientSecret | Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server. |
| Property | Description |
| OAuthJWTCert | The JWT Certificate store. |
| OAuthJWTCertType | The type of key store containing the JWT Certificate. |
| OAuthJWTCertPassword | The password for the OAuth JWT certificate used to access a certificate store that requires a password. If the certificate store does not require a password, leave this property blank. |
| OAuthJWTCertSubject | The subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate. |
| Property | Description |
| SSLServerCert | Specifies the certificate to be accepted from the server when connecting using TLS/SSL. |
| Property | Description |
| FirewallType | Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall. |
| FirewallServer | Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources. |
| FirewallPort | Specifies the TCP port to be used for a proxy-based firewall. |
| FirewallUser | Identifies the user ID of the account authenticating to a proxy-based firewall. |
| FirewallPassword | Specifies the password of the user account authenticating to a proxy-based firewall. |
| Property | Description |
| ProxyAutoDetect | Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server. |
| ProxyServer | The hostname or IP address of the proxy server that you want to route HTTP traffic through. |
| ProxyPort | The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client. |
| ProxyAuthScheme | Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property. |
| ProxyUser | The username of a user account registered with the proxy server specified in the ProxyServer connection property. |
| ProxyPassword | The password associated with the user specified in the ProxyUser connection property. |
| ProxySSLType | The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property. |
| ProxyExceptions | A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property. |
| Property | Description |
| LogModules | Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged. |
| Property | Description |
| Location | Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path. |
| BrowsableSchemas | Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC . |
| Tables | Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC . |
| Views | Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC . |
| Property | Description |
| ColumnNamesLocale | Configure the language of the column names. Works only on the views that represent Vault Objects. |
| MaxRows | Specifies the maximum rows returned for queries without aggregation or GROUP BY. |
| Other | Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties. |
| Pagesize | Specifies the maximum number of results to return from Veeva Vault, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases. |
| PseudoColumns | Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property. |
| QueryPassthrough | Whether or not the provider will pass the query to Veeva Vault as-is. |
| Timeout | Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout. |
| UseDisplayNames | If set to false, the provider will use api names for some operations. |
| UserDefinedViews | Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file. |
| UseSimpleNames | Boolean determining if simple names should be used for tables and columns. |
This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.
| Property | Description |
| AuthScheme | The scheme used for authentication. Accepted entries are Basic, AzureAD, AzureADOpenID and OKTA. |
| URL | The host you see in the Url after you log in in Veeva Vault. |
| User | Specifies the user ID of the authenticating Veeva Vault user account. |
| Password | Specifies the password of the authenticating user account. |
| OpenIDConnectProfileID | The ID of your OAuth2.0 / Open ID Connect profile. |
The scheme used for authentication. Accepted entries are Basic, AzureAD, AzureADOpenID and OKTA.
The host you see in the Url after you log in in Veeva Vault.
The host you see in the Url after you log in in Veeva Vault.
Specifies the user ID of the authenticating Veeva Vault user account.
The authenticating server requires both User and Password to validate the user's identity.
Specifies the password of the authenticating user account.
The authenticating server requires both User and Password to validate the user's identity.
The ID of your OAuth2.0 / Open ID Connect profile.
The ID of your OAuth2.0 / Open ID Connect profile. This connection property is required only when using the AzureAD AuthScheme.
This section provides a complete list of the Connection properties you can configure in the connection string for this provider.
| Property | Description |
| APIVersion | The version of the Veeva Vault API used. |
The version of the Veeva Vault API used.
The default version of the Veeva Vault API is 24.2.
Versions 21.1 and later are supported.
This section provides a complete list of the Azure Authentication properties you can configure in the connection string for this provider.
| Property | Description |
| AzureTenant | Identifies the Veeva Vault tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional). |
Identifies the Veeva Vault tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional).
A tenant is a digital representation of your organization, primarily associated with a domain (for example, microsoft.com). The tenant is managed through a Tenant ID (also known as the directory ID), which is specified whenever you assign users permissions to access or manage Azure resources.
To locate the directory ID in the Azure Portal, navigate to Azure Active Directory > Properties.
Specifying AzureTenant is required when AuthScheme = either AzureServicePrincipal or AzureServicePrincipalCert, or if AuthScheme = AzureAD and the user belongs to more than one tenant.
This section provides a complete list of the SSO properties you can configure in the connection string for this provider.
| Property | Description |
| SSOLoginURL | The identity provider's login URL. |
| SSOProperties | Additional properties required to connect to the identity provider, formatted as a semicolon-separated list. |
| SSOExchangeUrl | The URL used for consuming the SAML response and exchanging it for service specific credentials. |
The identity provider's login URL.
The identity provider's login URL.
Additional properties required to connect to the identity provider, formatted as a semicolon-separated list.
Additional properties required to connect to the identity provider, formatted as a semicolon-separated list. This is used with the SSOLoginURL.
SSO configuration is discussed further in .
The URL used for consuming the SAML response and exchanging it for service specific credentials.
The CData Sync App will use the URL specified here to consume a SAML response and exchange it for service specific credentials. The retrieved credentials are the final piece during the SSO connection that are used to communicate with Veeva Vault.
This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.
| Property | Description |
| OAuthClientId | Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server. |
| OAuthClientSecret | Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server. |
Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.
OAuthClientId is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.
Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.
OAuthClientSecret is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.
This section provides a complete list of the JWT OAuth properties you can configure in the connection string for this provider.
| Property | Description |
| OAuthJWTCert | The JWT Certificate store. |
| OAuthJWTCertType | The type of key store containing the JWT Certificate. |
| OAuthJWTCertPassword | The password for the OAuth JWT certificate used to access a certificate store that requires a password. If the certificate store does not require a password, leave this property blank. |
| OAuthJWTCertSubject | The subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate. |
The JWT Certificate store.
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:
| MY | A certificate store holding personal certificates with their associated private keys. |
| CA | Certifying authority certificates. |
| ROOT | Root certificates. |
| SPC | Software publisher certificates. |
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).
The type of key store containing the JWT Certificate.
This property can take one of the following values:
| USER | For Windows, this specifies that the certificate store is a certificate store owned by the current user. Note: This store type is not available in Java. |
| MACHINE | For Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java. |
| PFXFILE | The certificate store is the name of a PFX (PKCS12) file containing certificates. |
| PFXBLOB | The certificate store is a string (base-64-encoded) representing a certificate store in PFX (PKCS12) format. |
| JKSFILE | The certificate store is the name of a Java key store (JKS) file containing certificates. Note: this store type is only available in Java. |
| JKSBLOB | The certificate store is a string (base-64-encoded) representing a certificate store in Java key store (JKS) format. Note: this store type is only available in Java. |
| PEMKEY_FILE | The certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate. |
| PEMKEY_BLOB | The certificate store is a string (base64-encoded) that contains a private key and an optional certificate. |
| PUBLIC_KEY_FILE | The certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate. |
| PUBLIC_KEY_BLOB | The certificate store is a string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate. |
| SSHPUBLIC_KEY_FILE | The certificate store is the name of a file that contains an SSH-style public key. |
| SSHPUBLIC_KEY_BLOB | The certificate store is a string (base-64-encoded) that contains an SSH-style public key. |
| P7BFILE | The certificate store is the name of a PKCS7 file containing certificates. |
| PPKFILE | The certificate store is the name of a file that contains a PPK (PuTTY Private Key). |
| XMLFILE | The certificate store is the name of a file that contains a certificate in XML format. |
| XMLBLOB | The certificate store is a string that contains a certificate in XML format. |
| BCFKSFILE | The certificate store is the name of a file that contains an Bouncy Castle keystore. |
| BCFKSBLOB | The certificate store is a string (base-64-encoded) that contains a Bouncy Castle keystore. |
The password for the OAuth JWT certificate used to access a certificate store that requires a password. If the certificate store does not require a password, leave this property blank.
This property specifies the password needed to open the certificate store, but only if the store type requires one. To determine if a password is necessary, refer to the documentation or configuration for your specific certificate store.
The subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.
The value of this property is used to locate a matching certificate in the store. The search process works as follows:
You can set the value to '*' to automatically select the first certificate in the store. The certificate subject is a comma-separated list of distinguished name fields and values. For example: CN=www.server.com, OU=test, C=US, [email protected]. Common fields include:
| Field | Meaning |
| CN | Common Name. This is commonly a host name like www.server.com. |
| O | Organization |
| OU | Organizational Unit |
| L | Locality |
| S | State |
| C | Country |
| E | Email Address |
If a field value contains a comma, enclose it in quotes. For example: "O=ACME, Inc.".
This section provides a complete list of the SSL properties you can configure in the connection string for this provider.
| Property | Description |
| SSLServerCert | Specifies the certificate to be accepted from the server when connecting using TLS/SSL. |
Specifies the certificate to be accepted from the server when connecting using TLS/SSL.
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:
| Description | Example |
| A full PEM Certificate (example shortened for brevity) | -----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE----- |
| A path to a local file containing the certificate | C:\cert.cer |
| The public key (example shortened for brevity) | -----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY----- |
| The MD5 Thumbprint (hex values can also be either space or colon separated) | ecadbdda5a1529c58a1e9e09828d70e4 |
| The SHA1 Thumbprint (hex values can also be either space or colon separated) | 34a929226ae0819f2ec14b4a3d904f801cbb150d |
If not specified, any certificate trusted by the machine is accepted.
Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.
This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.
| Property | Description |
| FirewallType | Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall. |
| FirewallServer | Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources. |
| FirewallPort | Specifies the TCP port to be used for a proxy-based firewall. |
| FirewallUser | Identifies the user ID of the account authenticating to a proxy-based firewall. |
| FirewallPassword | Specifies the password of the user account authenticating to a proxy-based firewall. |
Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
Note: By default, the Sync App connects to the system proxy. To disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.
The following table provides port number information for each of the supported protocols.
| Protocol | Default Port | Description |
| TUNNEL | 80 | The port where the Sync App opens a connection to Veeva Vault. Traffic flows back and forth via the proxy at this location. |
| SOCKS4 | 1080 | The port where the Sync App opens a connection to Veeva Vault. SOCKS 4 then passes theFirewallUser value to the proxy, which determines whether the connection request should be granted. |
| SOCKS5 | 1080 | The port where the Sync App sends data to Veeva Vault. If the SOCKS 5 proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes. |
To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.
Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
Specifies the TCP port to be used for a proxy-based firewall.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
Identifies the user ID of the account authenticating to a proxy-based firewall.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
Specifies the password of the user account authenticating to a proxy-based firewall.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.
| Property | Description |
| ProxyAutoDetect | Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server. |
| ProxyServer | The hostname or IP address of the proxy server that you want to route HTTP traffic through. |
| ProxyPort | The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client. |
| ProxyAuthScheme | Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property. |
| ProxyUser | The username of a user account registered with the proxy server specified in the ProxyServer connection property. |
| ProxyPassword | The password associated with the user specified in the ProxyUser connection property. |
| ProxySSLType | The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property. |
| ProxyExceptions | A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property. |
Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
When this connection property is set to True, the Sync App checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details).
This connection property takes precedence over other proxy settings. Set to False if you want to manually configure the Sync App to connect to a specific proxy server.
To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.
The hostname or IP address of the proxy server that you want to route HTTP traffic through.
The Sync App only routes HTTP traffic through the proxy server specified in this connection property when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead routes HTTP traffic through the proxy server specified in your system proxy settings.
The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.
The Sync App only routes HTTP traffic through the proxy server port specified in this connection property when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead routes HTTP traffic through the proxy server port specified in your system proxy settings.
For other proxy types, see FirewallType.
Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
The authentication type can be one of the following:
For all values other than "NONE", you must also set the ProxyUser and ProxyPassword connection properties.
If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.
The username of a user account registered with the proxy server specified in the ProxyServer connection property.
The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.
After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:
| ProxyAuthScheme Value | Value to set for ProxyUser |
| BASIC | The user name of a user registered with the proxy server. |
| DIGEST | The user name of a user registered with the proxy server. |
| NEGOTIATE | The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user. |
| NTLM | The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user. |
| NONE | Do not set the ProxyPassword connection property. |
The Sync App only uses this username if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead uses the username specified in your system proxy settings.
The password associated with the user specified in the ProxyUser connection property.
The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.
After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:
| ProxyAuthScheme Value | Value to set for ProxyPassword |
| BASIC | The password associated with the proxy server user specified in ProxyUser. |
| DIGEST | The password associated with the proxy server user specified in ProxyUser. |
| NEGOTIATE | The password associated with the Windows user account specified in ProxyUser. |
| NTLM | The password associated with the Windows user account specified in ProxyUser. |
| NONE | Do not set the ProxyPassword connection property. |
For SOCKS 5 authentication or tunneling, see FirewallType.
The Sync App only uses this password if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead uses the password specified in your system proxy settings.
The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
This property determines when to use SSL for the connection to the HTTP proxy specified by ProxyServer. You can set this connection property to the following values :
| AUTO | Default setting. If ProxyServer is set to an HTTPS URL, the Sync App uses the TUNNEL option. If ProxyServer is set to an HTTP URL, the component uses the NEVER option. |
| ALWAYS | The connection is always SSL enabled. |
| NEVER | The connection is not SSL enabled. |
| TUNNEL | The connection is made through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy. |
A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.
The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.
Note that the Sync App uses the system proxy settings by default, without further configuration needed. If you want to explicitly configure proxy exceptions for this connection, set ProxyAutoDetect to False.
This section provides a complete list of the Logging properties you can configure in the connection string for this provider.
| Property | Description |
| LogModules | Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged. |
Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.
This property lets you customize the log file content by specifying the logging modules to include. Logging modules categorize logged information into distinct areas, such as query execution, metadata, or SSL communication. Each module is represented by a four-character code, with some requiring a trailing space for three-letter names.
For example, EXEC logs query execution, and INFO logs general provider messages. To include multiple modules, separate their names with semicolons as follows: INFO;EXEC;SSL.
The Verbosity connection property takes precedence over the module-based filtering specified by this property. Only log entries that meet the verbosity level and belong to the specified modules are logged. Leave this property blank to include all available modules in the log file.
For a complete list of available modules and detailed guidance on configuring logging, refer to the Advanced Logging section in Logging.
This section provides a complete list of the Schema properties you can configure in the connection string for this provider.
| Property | Description |
| Location | Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path. |
| BrowsableSchemas | Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC . |
| Tables | Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC . |
| Views | Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC . |
Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.
If left unspecified, the default location is %APPDATA%\\CData\\VeevaVault Data Provider\\Schema, where %APPDATA% is set to the user's configuration directory:
| Platform | %APPDATA% |
| Windows | The value of the APPDATA environment variable |
| Linux | ~/.config |
Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.
Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.
If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, 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: If you are connecting to a data source with multiple schemas or catalogs, you must specify each table you want to view by its fully qualified name. This avoids ambiguity between tables that may exist in multiple catalogs or schemas.
Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .
Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.
If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, 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: If you are connecting to a data source with multiple schemas or catalogs, you must specify each view you want to examine by its fully qualified name. This avoids ambiguity between views that may exist in multiple catalogs or schemas.
This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.
| Property | Description |
| ColumnNamesLocale | Configure the language of the column names. Works only on the views that represent Vault Objects. |
| MaxRows | Specifies the maximum rows returned for queries without aggregation or GROUP BY. |
| Other | Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties. |
| Pagesize | Specifies the maximum number of results to return from Veeva Vault, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases. |
| PseudoColumns | Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property. |
| QueryPassthrough | Whether or not the provider will pass the query to Veeva Vault as-is. |
| Timeout | Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout. |
| UseDisplayNames | If set to false, the provider will use api names for some operations. |
| UserDefinedViews | Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file. |
| UseSimpleNames | Boolean determining if simple names should be used for tables and columns. |
Configure the language of the column names. Works only on the views that represent Vault Objects.
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.
Specifies the maximum rows returned for queries without aggregation or GROUP BY.
This property sets an upper limit on the number of rows the Sync App returns for queries that do not include aggregation or GROUP BY clauses. This limit ensures that queries do not return excessively large result sets by default.
When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting. If MaxRows is set to "-1", no row limit is enforced unless a LIMIT clause is explicitly included in the query.
This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.
Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
This property allows advanced users to configure hidden properties for specialized scenarios. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. Multiple properties can be defined in a semicolon-separated list.
Note: It is strongly recommended to set these properties only when advised by the support team to address specific scenarios or issues.
Specify multiple properties in a semicolon-separated list.
| DefaultColumnSize | Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000. |
| ConvertDateTimeToGMT | Determines whether to convert date-time values to GMT, instead of the local time of the machine. |
| RecordToFile=filename | Records the underlying socket data transfer to the specified file. |
Specifies the maximum number of results to return from Veeva Vault, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases.
You may want to adjust the default pagesize to optimize results for a particular object or service endpoint you are querying. Be aware that increasing the page size may improve performance, but it could also result in higher memory consumption per page.
Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
This property allows you to define which pseudocolumns the Sync App exposes as table columns.
To specify individual pseudocolumns, use the following format: "Table1=Column1;Table1=Column2;Table2=Column3"
To include all pseudocolumns for all tables use: "*=*"
Whether or not the provider will pass the query to Veeva Vault as-is.
Whether or not the Sync App 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.
Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.
This property controls the maximum time, in seconds, that the Sync App waits for an operation to complete before canceling it. If the timeout period expires before the operation finishes, the Sync App cancels the operation and throws an exception.
The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.
Setting this property to 0 disables the timeout, allowing operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server. Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.
If set to false, the provider will use api names for some operations.
If set to false, the Sync App 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 Sync App 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.
Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.
This property allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the Sync App and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the 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)"
}
}
You can define multiple views in a single file and specify the filepath using this property. For example: UserDefinedViews=C:\Path\To\UserDefinedViews.json. When you use this property, only the specified views are seen by the Sync App.
Refer to User Defined Views for more information.
Boolean determining if simple names should be used for tables and columns.
Veeva Vault tables and columns can use special characters in names that are normally not allowed in standard databases. UseSimpleNames makes the Sync App 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.