Veeva Vault Connector for CData Sync

Build 24.0.9175
  • Veeva Vault
    • Establishing a Connection
      • Creating a Custom AzureAD App
    • Advanced Features
      • SSL Configuration
      • Firewall and Proxy
    • Data Model
      • Views
        • AuditHistory
        • DocumentRelationships
        • DocumentRoles
        • DocumentUserActions
        • Lifecycles
        • ObjectRelationships
        • ObjectRoles
        • ObjectTypes
        • ObjectWorkflows
        • ObjectWorkflowTasks
    • Connection String Options
      • Authentication
        • AuthScheme
        • URL
        • User
        • Password
        • OpenIDConnectProfileID
      • Connection
        • APIVersion
      • Azure Authentication
        • AzureTenant
      • SSO
        • SSOLoginURL
        • SSOProperties
        • SSOExchangeUrl
      • OAuth
        • OAuthClientId
        • OAuthClientSecret
      • JWT OAuth
        • OAuthJWTCert
        • OAuthJWTCertType
        • OAuthJWTCertPassword
        • OAuthJWTCertSubject
      • SSL
        • SSLServerCert
      • Firewall
        • FirewallType
        • FirewallServer
        • FirewallPort
        • FirewallUser
        • FirewallPassword
      • Proxy
        • ProxyAutoDetect
        • ProxyServer
        • ProxyPort
        • ProxyAuthScheme
        • ProxyUser
        • ProxyPassword
        • ProxySSLType
        • ProxyExceptions
      • Logging
        • LogModules
      • Schema
        • Location
        • BrowsableSchemas
        • Tables
        • Views
      • Miscellaneous
        • ColumnNamesLocale
        • MaxRows
        • Other
        • Pagesize
        • PseudoColumns
        • QueryPassthrough
        • Timeout
        • UseDisplayNames
        • UserDefinedViews
        • UseSimpleNames

Veeva Vault Connector for CData Sync

Overview

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.

Veeva Vault Version Support

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

Veeva Vault Connector for CData Sync

Establishing a Connection

Adding a Connection to Veeva Vault

To add a connection to Veeva Vault:

  1. In the application console, navigate to the Connections page.
  2. At the Add Connections panel, select the icon for the connection you want to add.
  3. If the Veeva Vault icon is not available, click the Add More icon to download and install the Veeva Vault connector from the CData site.

For required properties, see the Settings tab.

For connection properties that are not typically required, see the Advanced tab.

Connecting to Veeva Vault

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.

Authenticating to Veeva Vault

The Sync App supports the following authentication methods:

  • Veeva Vault user credentials
  • OpenID Connect with the Azure AD Authentication Provider
  • Okta SSO

User Credentials

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

OpenID with AzureAD

OpenID Connect with Azure AD is a connection type that goes through OAuth. Set the AuthScheme to AzureAD. The following sections assume that you have done so.

Okta

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:

  • AuthScheme: OKTA
  • User: the username of the Okta account to use for Okta SSO.
  • Password: the password of the Okta account to use for Okta SSO.
  • SSOLoginURL: the "Identify Provider Login URL" associated with your Veeva Vault single sign-on profile. This is the value you copied from "Identity Provider Login URL" in the View Setup Instructions screen from the "Veeva Vault" app integration menu in Okta (step 8 in the linked Veeva Vault Okta SSO guide above).
    • This should look like: https://dev-XXXXXXXXX.okta.com/app/veeva_vault/XXXXXXXXXXXXXXX/sso/saml
  • SSOExchangeUrl: the "Vault SSO Login URL" associated with your Veeva Vault single sign-on profile. After you have created a single sign-on profile in Veeva Vault (step 12 in the linked Veeva Vault Okta SSO guide above), you can find this in Veeva Vault by navigating to Admin > Settings > SAML Profiles > (click your SAML profile's label) > SAML Single Sign-on Configuration.
    • This should look like: https://login.veevavault.com/auth/saml/consumer/_XXXXXXXXXXXXXXXX

Veeva Vault Connector for CData Sync

Creating a Custom AzureAD App

Creating an Azure AD Application

Veeva Vault supports user-based authentication using Azure AD. 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.

Authenticating With Azure AD

In https://portal.azure.com:

  1. In the left-hand navigation pane, select Azure Active Directory > 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.

    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.

  5. 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.
  6. 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 parameter, and the Directory (tenant) ID value to set the AzureTenant parameter.)
  7. 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.)
  8. 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.

Veeva Vault Connector for CData Sync

Advanced Features

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

User Defined Views

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 .

SSL Configuration

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" .

Firewall and Proxy

Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Query Processing

The Sync App 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).

For further information, see Query Processing.

Logging

For an overview of configuration settings that can be used to refine CData logging, see Logging. Only two connection properties are required for basic logging, but there are numerous features that support more refined logging, which enables you to use the LogModules connection property to specify subsets of information to be logged.

Veeva Vault Connector for CData Sync

SSL Configuration

Customizing the SSL Configuration

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.

Veeva Vault Connector for CData Sync

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

  • ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
  • ProxyPort: the TCP port that the proxy server is running on.
  • ProxyAuthScheme: the authentication method the Sync App uses when authenticating to the proxy server.
  • ProxyUser: the username of a user account registered with the proxy server.
  • ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

  • To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
  • To tunnel the connection, set FirewallType to TUNNEL.
  • To authenticate, specify FirewallUser and FirewallPassword.
  • To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Veeva Vault Connector for CData Sync

Data Model

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:

  • Documents (Query the available documents, VQL is used when possible for this object.)
  • Users (Query the existing users, VQL is used when possible for this object.)
  • Groups (Query the existing 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 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.

Veeva Vault Connector for CData Sync

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 for CData Sync Views

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.

Veeva Vault Connector for CData Sync

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 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.

  • 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

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-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.

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.

Veeva Vault Connector for CData Sync

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

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.

Veeva Vault Connector for CData Sync

DocumentRoles

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

View Specific Information

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.

  • 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

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.

Veeva Vault Connector for CData Sync

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

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.

Veeva Vault Connector for CData Sync

Lifecycles

Retrieve brief details for the available lifecycles.

View Specific Information

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.

  • 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

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.

Veeva Vault Connector for CData Sync

ObjectRelationships

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

Columns

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.

Veeva Vault Connector for CData Sync

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.
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'

Columns

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.

Veeva Vault Connector for CData Sync

ObjectTypes

Returns brief details of all types an object can be.

View Specific Information

No available server-side filters for this view.

Columns

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.

Veeva Vault Connector for CData Sync

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.
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.

  • 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

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.

Veeva Vault Connector for CData Sync

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.
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.

  • 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

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.

Veeva Vault Connector for CData Sync

Connection String Options

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.

Authentication


PropertyDescription
AuthSchemeThe scheme used for authentication. Accepted entries are Basic, AzureAD, AzureADOpenID and OKTA.
URLThe host you see in the Url after you log in in Veeva Vault.
UserSpecifies the user ID of the authenticating Veeva Vault user account.
PasswordSpecifies the password of the authenticating user account.
OpenIDConnectProfileIDThe ID of your OAuth2.0 / Open ID Connect profile.

Connection


PropertyDescription
APIVersionThe version of the Veeva Vault API used.

Azure Authentication


PropertyDescription
AzureTenantIdentifies the Veeva Vault tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional).

SSO


PropertyDescription
SSOLoginURLThe identity provider's login URL.
SSOPropertiesAdditional properties required to connect to the identity provider, formatted as a semicolon-separated list.
SSOExchangeUrlThe URL used for consuming the SAML response and exchanging it for service specific credentials.

OAuth


PropertyDescription
OAuthClientIdSpecifies 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.
OAuthClientSecretSpecifies 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.

JWT OAuth


PropertyDescription
OAuthJWTCertThe JWT Certificate store.
OAuthJWTCertTypeThe type of key store containing the JWT Certificate.
OAuthJWTCertPasswordThe 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.
OAuthJWTCertSubjectThe 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.

SSL


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

Firewall


PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.

Proxy


PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerThe hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPortThe 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.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserThe username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordThe password associated with the user specified in the ProxyUser connection property.
ProxySSLTypeThe SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsA semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Logging


PropertyDescription
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Schema


PropertyDescription
LocationSpecifies 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.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Miscellaneous


PropertyDescription
ColumnNamesLocaleConfigure the language of the column names. Works only on the views that represent Vault Objects.
MaxRowsSpecifies the maximum rows returned for queries without aggregation or GROUP BY.
OtherSpecifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
PagesizeSpecifies 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.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
QueryPassthroughWhether or not the provider will pass the query to Veeva Vault as-is.
TimeoutSpecifies 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.
UseDisplayNamesIf set to false, the provider will use api names for some operations.
UserDefinedViewsSpecifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.
UseSimpleNamesBoolean determining if simple names should be used for tables and columns.
Veeva Vault Connector for CData Sync

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.


PropertyDescription
AuthSchemeThe scheme used for authentication. Accepted entries are Basic, AzureAD, AzureADOpenID and OKTA.
URLThe host you see in the Url after you log in in Veeva Vault.
UserSpecifies the user ID of the authenticating Veeva Vault user account.
PasswordSpecifies the password of the authenticating user account.
OpenIDConnectProfileIDThe ID of your OAuth2.0 / Open ID Connect profile.
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AuthScheme

The scheme used for authentication. Accepted entries are Basic, AzureAD, AzureADOpenID and OKTA.

Remarks

  • Basic: Set this to authenticate using the Basic authentication schema. You need to specify the User and Password connection properties for this schema.
  • AzureAD: Set to authenticate using OpenID Connect authentication schema with the Azure Active Directory (AzureAD) authentication provider.
  • AzureADOpenID: Set to authenticate using OpenID Connect authentication schema with the Azure Active Directory (AzureAD) authentication provider. (Deprecated)
  • OKTA: Set this to perform SSO authentication through OKTA. All identity providers require the following common connection properties. [SSOLoginURL/SSOExchangeUrl]

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URL

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

Remarks

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

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User

Specifies the user ID of the authenticating Veeva Vault user account.

Remarks

The authenticating server requires both User and Password to validate the user's identity.

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Password

Specifies the password of the authenticating user account.

Remarks

The authenticating server requires both User and Password to validate the user's identity.

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OpenIDConnectProfileID

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

Remarks

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

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Connection

This section provides a complete list of the Connection properties you can configure in the connection string for this provider.


PropertyDescription
APIVersionThe version of the Veeva Vault API used.
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APIVersion

The version of the Veeva Vault API used.

Remarks

The default version of the Veeva Vault API is 24.2.

Versions 21.1 and later are supported.

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Azure Authentication

This section provides a complete list of the Azure Authentication properties you can configure in the connection string for this provider.


PropertyDescription
AzureTenantIdentifies the Veeva Vault tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional).
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AzureTenant

Identifies the Veeva Vault tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional).

Remarks

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.

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SSO

This section provides a complete list of the SSO properties you can configure in the connection string for this provider.


PropertyDescription
SSOLoginURLThe identity provider's login URL.
SSOPropertiesAdditional properties required to connect to the identity provider, formatted as a semicolon-separated list.
SSOExchangeUrlThe URL used for consuming the SAML response and exchanging it for service specific credentials.
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SSOLoginURL

The identity provider's login URL.

Remarks

The identity provider's login URL.

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SSOProperties

Additional properties required to connect to the identity provider, formatted as a semicolon-separated list.

Remarks

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 .

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SSOExchangeUrl

The URL used for consuming the SAML response and exchanging it for service specific credentials.

Remarks

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.

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OAuth

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.


PropertyDescription
OAuthClientIdSpecifies 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.
OAuthClientSecretSpecifies 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.
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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.

Remarks

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.

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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.

Remarks

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.

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JWT OAuth

This section provides a complete list of the JWT OAuth properties you can configure in the connection string for this provider.


PropertyDescription
OAuthJWTCertThe JWT Certificate store.
OAuthJWTCertTypeThe type of key store containing the JWT Certificate.
OAuthJWTCertPasswordThe 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.
OAuthJWTCertSubjectThe 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.
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OAuthJWTCert

The JWT Certificate store.

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:

MYA certificate store holding personal certificates with their associated private keys.
CACertifying authority certificates.
ROOTRoot certificates.
SPCSoftware 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).

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OAuthJWTCertType

The type of key store containing the JWT Certificate.

Remarks

This property can take one of the following values:

USERFor 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.
MACHINEFor Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java.
PFXFILEThe certificate store is the name of a PFX (PKCS12) file containing certificates.
PFXBLOBThe certificate store is a string (base-64-encoded) representing a certificate store in PFX (PKCS12) format.
JKSFILEThe certificate store is the name of a Java key store (JKS) file containing certificates. Note: this store type is only available in Java.
JKSBLOBThe 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_FILEThe certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate.
PEMKEY_BLOBThe certificate store is a string (base64-encoded) that contains a private key and an optional certificate.
PUBLIC_KEY_FILEThe certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate.
PUBLIC_KEY_BLOBThe certificate store is a string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate.
SSHPUBLIC_KEY_FILEThe certificate store is the name of a file that contains an SSH-style public key.
SSHPUBLIC_KEY_BLOBThe certificate store is a string (base-64-encoded) that contains an SSH-style public key.
P7BFILEThe certificate store is the name of a PKCS7 file containing certificates.
PPKFILEThe certificate store is the name of a file that contains a PPK (PuTTY Private Key).
XMLFILEThe certificate store is the name of a file that contains a certificate in XML format.
XMLBLOBThe certificate store is a string that contains a certificate in XML format.
BCFKSFILEThe certificate store is the name of a file that contains an Bouncy Castle keystore.
BCFKSBLOBThe certificate store is a string (base-64-encoded) that contains a Bouncy Castle keystore.

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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.

Remarks

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.

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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.

Remarks

The value of this property is used to locate a matching certificate in the store. The search process works as follows:

  • If an exact match for the subject is found, the corresponding certificate is selected.
  • If no exact match is found, the store is searched for certificates whose subjects contain the property value.
  • If no match is found, no certificate is selected.

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:

FieldMeaning
CNCommon Name. This is commonly a host name like www.server.com.
OOrganization
OUOrganizational Unit
LLocality
SState
CCountry
EEmail Address

If a field value contains a comma, enclose it in quotes. For example: "O=ACME, Inc.".

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SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.
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SSLServerCert

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

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:

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.

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Firewall

This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.


PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.
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FirewallType

Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.

Remarks

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.

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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.

Remarks

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.

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FirewallPort

Specifies the TCP port to be used for a proxy-based firewall.

Remarks

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.

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FirewallUser

Identifies the user ID of the account authenticating to a proxy-based firewall.

Remarks

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.

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FirewallPassword

Specifies the password of the user account authenticating to a proxy-based firewall.

Remarks

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.

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Proxy

This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.


PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerThe hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPortThe 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.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserThe username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordThe password associated with the user specified in the ProxyUser connection property.
ProxySSLTypeThe SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsA semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.
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ProxyAutoDetect

Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.

Remarks

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.

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ProxyServer

The hostname or IP address of the proxy server that you want to route HTTP traffic through.

Remarks

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.

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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.

Remarks

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.

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ProxyAuthScheme

Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.

Remarks

The authentication type can be one of the following:

  • BASIC: The Sync App performs HTTP BASIC authentication.
  • DIGEST: The Sync App performs HTTP DIGEST authentication.
  • NTLM: The Sync App retrieves an NTLM token.
  • NEGOTIATE: The Sync App retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
  • NONE: Set this when the ProxyServer does not require authentication.

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.

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ProxyUser

The username of a user account registered with the proxy server specified in the ProxyServer connection property.

Remarks

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.

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ProxyPassword

The password associated with the user specified in the ProxyUser connection property.

Remarks

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.

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ProxySSLType

The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.

Remarks

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 :

AUTODefault 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.
ALWAYSThe connection is always SSL enabled.
NEVERThe connection is not SSL enabled.
TUNNELThe 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.

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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.

Remarks

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.

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Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.


PropertyDescription
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.
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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.

Remarks

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.

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Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.


PropertyDescription
LocationSpecifies 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.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .
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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.

Remarks

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

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BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Remarks

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.

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Tables

Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .

Remarks

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.

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Views

Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Remarks

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.

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Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.


PropertyDescription
ColumnNamesLocaleConfigure the language of the column names. Works only on the views that represent Vault Objects.
MaxRowsSpecifies the maximum rows returned for queries without aggregation or GROUP BY.
OtherSpecifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
PagesizeSpecifies 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.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
QueryPassthroughWhether or not the provider will pass the query to Veeva Vault as-is.
TimeoutSpecifies 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.
UseDisplayNamesIf set to false, the provider will use api names for some operations.
UserDefinedViewsSpecifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.
UseSimpleNamesBoolean determining if simple names should be used for tables and columns.
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ColumnNamesLocale

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

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.

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MaxRows

Specifies the maximum rows returned for queries without aggregation or GROUP BY.

Remarks

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.

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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.

Remarks

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.

Integration and Formatting

DefaultColumnSizeSets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMTDetermines whether to convert date-time values to GMT, instead of the local time of the machine.
RecordToFile=filenameRecords the underlying socket data transfer to the specified file.

Veeva Vault Connector for CData Sync

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.

Remarks

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.

Veeva Vault Connector for CData Sync

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.

Remarks

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: "*=*"

Veeva Vault Connector for CData Sync

QueryPassthrough

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

Remarks

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.

Veeva Vault Connector for CData Sync

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.

Remarks

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.

Veeva Vault Connector for CData Sync

UseDisplayNames

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

Remarks

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.

Veeva Vault Connector for CData Sync

UserDefinedViews

Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.

Remarks

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.

Veeva Vault Connector for CData Sync

UseSimpleNames

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

Remarks

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.

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