Managing External Connections


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

Prerequisites

The following permissions are required to perform the actions described below.

By default, only users with the Vault Owner security profile may access and use Tools > System Tools > External Connections. If your vault 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 > External Connections.
  2. Click + New Connection. New Connection button

  3. In the New Connection dialog, fill the required fields:
    • Name: Enter a unique, descriptive name for your Connection.
    • API Name: Enter a name for your connection using only lowercase, alphanumeric characters and underscores (_) between characters.
    • URL: Enter the URL for this external connection. This URL must be in a valid HTTPS format including “https://”. Only the standard HTTPS port is allowed. For example, “https://veeva.com:8443” is not allowed. For the Absorb connection, use “https://learning.veeva.com/”.
    • Username: If there is a username associated with your connection, enter it in this field. For the Absorb connection, this is the Absorb username associated with this vault.
    • Type: Select a type for this connection. In the current release, only Absorb LMS (which is of the External Connection connection type) is available.
    • Status: To create your connection in the Inactive status, select Inactive. Otherwise, leave this field set to Active.
    • Private Key: If there is a Private Key for this connection, enter it in this field. For the Absorb connection, Veeva Services representatives may contact the Veeva IT Applications team for the Absorb private key.
    • Password: If there is a password associated with your connection, enter it in this field.For the Absorb connection, this is the Absorb password associated with this vault.
  4. Click Save.

How to Edit a Connection

To edit a Connection:

  1. Navigate to Tools > System Tools > External 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.