Tableau Connector for Vault CRM

Build 25.0.9434

Configuring a Connection

After Installing the Connector you can connect and create a Data Source for data in Vault CRM.

Setting Up a Data Source

Complete the following steps to connect to the data:

  1. Under Connect | To a Server, click More....
  2. Select the data source called Vault CRM by CData.
  3. Enter the information required for the connection.
  4. Click Sign In.
  5. If necessary, select a Database and Schema to discover what tables and views are available.

Using the Connection Builder

The connector makes the most common connection properties available directly in Tableau. However, it can be difficult to use if you need to use more advanced settings or need to troubleshoot connection issues. The connector includes a separate connection builder that allows you to create and test connections outside of Tableau.

There are two ways to access the connection builder:

  • On Windows, use a shortcut called Connection Builder in the Start menu, under the CData Tableau Connector for Vault CRM folder.
  • You can also start the connection builder by going to the driver install directory and running the .jar file in the lib directory.

In the connection builder, you can set values for connection properties and click Test Connection to validate that they work. You can also use the Copy to Clipboard button to save the connection string. This connection string can be given to the Connection String option included in the connector connection window in Tableau.

Connecting to Vault CRM

In order to connect to your Vault CRM 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 Vault CRM

The connector supports the following authentication methods:

  • Vault CRM 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 Microsoft Entra ID (Azure AD)

Note: Microsoft has rebranded Azure AD as Entra ID. In topics that require the user to interact with the Entra ID Admin site, we use the same names Microsoft does. However, there are still CData connection properties whose names or values reference "Azure AD".

OpenID Connect with Entra ID (Azure AD) is a connection type that goes through OAuth.

Desktop Applications

Follow the steps below to authenticate with the credentials for a custom OAuth application. See Creating an Entra ID (Azure AD) Application.

Get an OAuth Access Token

You are ready to connect after setting one of the groups of connection properties below:

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

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

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

Headless Machines

To configure the driver to use OAuth with a user account on a headless machine, you need to authenticate on another device that has an internet browser.

  1. Choose one of these two options:

    • Option 1: Obtain the OAuthVerifier value as described in "Obtain and Exchange a Verifier Code" below.
    • Option 2: Install the connector on another machine and transfer the OAuth authentication values after you authenticate through the usual browser-based flow, as described in "Transfer OAuth Settings" below.

  2. Then configure the connector to automatically refresh the access token from the headless machine.

Option 1: Obtain and Exchange a Verifier Code

To obtain a verifier code, you must authenticate at the OAuth authorization URL.

Follow the steps below to authenticate from the machine with an internet browser and obtain the OAuthVerifier connection property.

  1. Choose one of these options:

    • If you are using the Embedded OAuth Application click Vault CRM OAuth endpoint to open the endpoint in your browser.
    • If you are using a custom OAuth application, create the Authorization URL by setting the following properties: Then call the GetOAuthAuthorizationURL stored procedure with the appropriate CallbackURL. Open the URL returned by the stored procedure in a browser.

  2. Log in and grant permissions to the connector. You are then redirected to the callback URL, which contains the verifier code.
  3. Save the value of the verifier code. Later you will set this in the OAuthVerifier connection property.
Next, you need to exchange the OAuth verifier code for OAuth refresh and access tokens. Set the following properties:

On the headless machine, set the following connection properties to obtain the OAuth authentication values:

  • InitiateOAuth: Set this to REFRESH.
  • OAuthVerifier: Set this to the verifier code.
  • OAuthClientId: (custom applications only) Set this to the client Id in your custom OAuth application settings.
  • OAuthClientSecret: (custom applications only) Set this to the client secret in the custom OAuth application settings.
  • OAuthSettingsLocation: Set this to the location of the file where the driver saves the OAuth token values that persist across connections.

After the OAuth settings file is generated, you need to re-set the following properties to connect:

  • InitiateOAuth: Set this to REFRESH.
  • OAuthClientId: (custom applications only) Set this to the client Id assigned when you registered your application.
  • OAuthClientSecret: (custom applications only) Set this to the client secret assigned when you registered your application.
  • OAuthSettingsLocation: Set this to the location containing the encrypted OAuth authentication values. Make sure this location grants read and write permissions to the connector to enable the automatic refreshing of the access token.

Option 2: Transfer OAuth Settings

Prior to connecting on a headless machine, you need to create and install a connection with the driver on a device that supports an internet browser. Set the connection properties as described in "Desktop Applications" above.

After completing the instructions in "Desktop Applications", the resulting authentication values are encrypted and written to the location specified by OAuthSettingsLocation. The default filename is OAuthSettings.txt.

Once you have successfully tested the connection, copy the OAuth settings file to your headless machine.

On the headless machine, set the following connection properties to connect to data:

  • InitiateOAuth: Set this to REFRESH.
  • OAuthClientId: (custom applications only) Set this to the client Id assigned when you registered your application.
  • OAuthClientSecret: (custom applications only) Set this to the client secret assigned when you registered your application.
  • OAuthSettingsLocation: Set this to the location of your OAuth settings file. Make sure this location gives read and write permissions to the connector to enable the automatic refreshing of the access token.

Okta

The connector supports the Okta SAML 2.0 flow. Before you can authenticate via Okta SSO, you must configure your Vault CRM and Okta instances as described in Vault CRM'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 Vault CRM 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 Vault CRM 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 Vault CRM single sign-on profile. After you have created a single sign-on profile in Vault CRM (step 12 in the linked Vault CRM Okta SSO guide above), you can find this in Vault CRM 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

Next Step

See Using the Connector to create data visualizations.

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Build 25.0.9434