Connect to Vault CRM Data in the Denodo Platform

Denodo Platform is a data virtualization product providing a single point of contact for enterprise database data. When paired with the CData JDBC Driver for Vault CRM, Denodo users can work with live Vault CRM data alongside other enterprise data sources. This article explains how to create a virtual data source for Vault CRM in the Denodo Virtual DataPort Administrator.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Vault CRM data. When you issue complex SQL queries to Vault CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Vault CRM and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Vault CRM data using native data types.

Create the Vault CRM Virtual Port

To connect to live Vault CRM data from Denodo, you need to copy the JDBC Driver JAR file to the external library directory for Denodo and create a new JDBC Data Source from the Virtual DataPort Administrator tool.

1. Download the CData JDBC Driver for Vault CRM installer, unzip the package, and run the JAR file to install the driver.
2. Copy the JAR File (and license file if it exists) from the installation location (typically C:\Program Files\CData\CData JDBC Driver for Vault CRM\lib\) to the Denodo external library directory (C:\Denodo\Denodo Platform\lib-external\jdbc-drivers\cdata-vaultcrm-19).
3. Open the Denodo Virtual DataPort Administrator tool and navigate to the Server Explorer tab.
4. Right-click "admin" and select New -> Data source -> JDBC. 👁 Creating a new JDBC data source.
   
5. Configure the JDBC Connection:
   • Name: your choice, e.g.: vaultcrm
   • Database adapter: Generic
   • Driver class path: C:\Denodo\Denodo Platform\lib-external\jdbc-drivers\cdata-vaultcrm-19
   • Driver class: cdata.jdbc.vaultcrm.VaultCRMDriver

   • Database URI: Set this to a JDBC URL using the necessary connection properties. For example,

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

     👁 Configuring the JDBC connection (NetSuite is shown).
     

     Information on creating the Database URI follows:

     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.

     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.
     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     
6. Click the "Test connection" button to confirm the configuration and click Save.

View Vault CRM Data in the VirtualPort Administrator Tool

After creating the data source, you can create a base view of Vault CRM data for use in the Denodo Platform.

1. Click the "Create base view" button in the newly created VirtualPort (admin.VaultCRM).
2. Expand the object tree and select the objects (tables) you wish to import. 👁 Selecting objects to import (NetSuite is shown).
   
3. Click the "Create selected" button to create views of the Vault CRM data.
   Optional: Click "Create associations from foreign keys" to define relationships between the objects.
4. With the view(s) created, navigate to a table (cdata_vaultcrm_northwindproducts) in the Server Explorer and double-click the selected table.
5. In the new tab, click "Execution panel" to open a query panel.
6. Customize the query in the "Execute" tab or use the default:

   SELECT * FROM cdata_vaultcrm_northwindproducts CONTEXT ('i18n'='us_est', 'cache_wait_for_load'='true')
   

   👁 Configuring the query to view the data.
   
7. Click Execute to view the data. 👁 Viewing the data.
   

With the base view created, you can now work with live Vault CRM data like you would any other data source in Denodo Platform, for example, querying Vault CRM in the Denodo Data Catalog.

Download a free, 30-day trial of the CData JDBC Driver for Vault CRM and start working with your live Vault CRM data in Denodo Platform. Reach out to our Support Team if you have any questions.