Managing Connections

CDMS Vault Training LMS: As of September 9, 2024, Veeva’s own LMS, CDMS Vault Training, has replaced Absorb LMS.

In the current release, Vault Tools only supports the creation and management of Connections to the CDMS Vault Training learning management system. The Connection object allows you to create integrations locally, between vaults, or with an external application. Connections other than the CDMS Vault Training LMS connection must be created in Admin > Connections.

Prerequisites

Required Permissions

Only users with the default Vault Owner security profile may access and use Tools > System Tools > Connections. If your vault is not using Multi-Role Security and uses custom Security Profiles, your profile must grant the following permissions:

Type Permission Controls
Security Profile Tabs: System Tools Ability to access the Tools > System Tools tab
Security Profile Objects: Connection: Create, Edit Ability to create and edit records in the Connection object
Security Profile Objects: Connection Authorization: Create, Edit Ability to create and edit records in the Connection Authorization object
Security Profile Objects: CDMS Vault Settings: Create, Edit Ability to create and edit records in the CDMS Vault Setting object

Accessing System Tools

To access the System Tools area, click the Tools tab in the top navigation bar, and then click System Tools.

System Tools tab

By default, System Tools opens to the Role Management area. You can select from the Navigation Panel to visit other System Tools areas. Learn more about each of these below.

How to Create a Connection

To create a new Connection:

  1. Navigate to Tools > System Tools > Connections.

  2. Click + New Connection. New Connection button

  3. Enter a Name for the new Vault Training connection.
  4. Click Save.

How to Edit a Connection

To edit a Connection:

  1. Navigate to Tools > System Tools > Connections.
  2. Locate the Connection you want to edit in the list.
  3. Click the connection’s Name to open it.
  4. In the Edit Connection dialog, make any required changes.
  5. Click Save.