Manage Vault CRM Data in DBArtisan as a JDBC Source

The CData JDBC Driver for Vault CRM seamlessly integrates Vault CRM data into database management tools like DBArtisan by enabling you to access Vault CRM data as a database. This article shows how to create a JDBC source for Vault CRM in DBArtisan. You can then edit data visually and execute standard SQL.

Integrate Vault CRM Data into DBArtisan Projects

Follow the steps below to register Vault CRM data as a database instance in your project:

1. In DBArtisan, click Data Source -> Register Datasource.
2. Select Generic JDBC.
3. Click Manage.
4. In the resulting dialog, click New. Enter a name for the driver and click Add. In the resulting dialog, navigate to the driver JAR. The driver JAR is located in the lib subfolder of the installation directory. 👁 The JDBC driver definition in the Register Datasource wizard. (Salesforce is shown.)
   
5. In the Connection URL box, enter credentials and other required connection properties in the JDBC URL.

   You are ready to connect after specifying the following connection properties:

   • Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
   • User: The username you use to login to your account.
   • Password: The password you use to login to your account.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Vault CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.vaultcrm.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   👁 Required JDBC connection properties in the Register Datasource wizard. (Salesforce is shown.)
   

   Below is a typical connection string:

   jdbc:vaultcrm:User=myuser;Password=mypassword;Server=localhost;Database=mydatabase;

6. Finish the wizard to connect to Vault CRM data. Vault CRM entities are displayed in the Datasource Explorer.

You can now work with Vault CRM data as you work with any other database. See the driver help documentation for more information on the queries supported by the Vault CRM API.