Connect to Vault CRM Data in RazorSQL

The CData JDBC Driver for Vault CRM enables standards-based access from third-party tools, from wizards in IDEs to data management and analysis tools. This article shows how to connect to Vault CRM using wizards in RazorSQL.

Create a JDBC Data Source for Vault CRM Data

1. Open the RazorSQL application and, in the Connections menu, select Add Connection Profile -> Other -> JDBC.
2. In the Connection Wizard that appears, set the following properties:
   • Driver Location: Set this property to the path to the lib subfolder in the installation directory.
   • Driver Class: Set the driver class to cdata.jdbc.vaultcrm.VaultCRMDriver.
   • Username: Enter the username. (This property can also be set in the JDBC URL.)
   • Password: Enter the password. (This property can also be set in the JDBC URL.)

   • JDBC URL: Enter connection parameters. The JDBC URL begins with jdbc:vaultcrm: and is followed by a semicolon-separated list of connection properties.

     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.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     

     A typical JDBC URL is the following:

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

Query Vault CRM Data and Select Tables

After establishing a connection, the wizard will close and the connection will be available in the connections panel. You can then query the tables.