Connecting to Veeva Vault

Log in/out using username and password

To log in to a Veeva Vault, start dqMan, enter your login credentials and Vault URL. The URL protocol must not be specified since dqMan uses https to connect Veeva Vault. You can save your login credentials by selecting Save in login history and use them again in the future by clicking the History button.

The dqMan Veeva Vault Edition Login screen

For best experience the security profile of the user you connect with should be System Administrator or Vault Owner.

Log in/out using OAuth 2.0

• Authorization Server URL

  • The URL of the OAuth 2.0 server that issues tokens.

  • Example: https://login.microsoftonline.com/{Btenant}/oauth2/v2.0/token
• Client ID

  • The application's registered client ID in the OAuth2 provider.

  • This is assigned by the authorization server when you register your app.

• Client Secret

  • The client secret known only to the application and the authorization server.

  • Used to authenticate the identity of the application.

• Authorization Scope

  • Required scope defined in the Identity Provider

  • Example: api://0b1125d7f-f147-33a3-f102-8f6972ff0641/.default

• Veeva Authorization Endpoint

  • This is likely a specific endpoint from Veeva's platform used to request the OAuth token or initiate the flow.

  • Example: https://login.veevavault.com/auth/oauth/session/_cb243e7e-bbc2b-47c12d-bcf-9df23534f27
• Vault DNS (optional)

  • The DNS (domain name) of the Vault instance you are trying to access. If left blank, the default Vault will be used.

  • Fill this field in if you want to connect to a specific Vault instance.

  • Example: myvault.veevavault.com

The dqMan Veeva Vault Edition Login screen

Manage Sessions

dqMan can open multiple sessions to the same or different vaults. You can open a session in several ways:

• Click Session menu>New Session Window, or press Ctrl+N.

• Click the New Session Window toolbar button
• If you already have an open Session window which you would like to duplicate into a second session with the same credentials on the same vault click the Copy session toolbar button

Whenever a session is needed but not available, the same login dialog box described in Connecting to Veeva Vault is displayed.

Sessions are always bound to a session window. Disconnecting a session window will terminate the session, but will not close the session window.

dqMan enables you to open as many sessions as needed, restricted only by the settings in the Client or Server configuration.

You can manage Sessions using the Session menu or the toolbar. The available functions are:

Function	What It Does
New Session Window	Opens a new session window prompting the user with the login dialog box. For more information on logging in to dqMan, see Connecting to Veeva Vault.
Clear Cache	Empty cached data from memory and delete local tables.
Copy	Creates a copy of the current session window and logs you in automatically using the same user credentials.
Connect/Disconnect	Opens/terminates a session without closing the session window. The button will show Connect or Disconnect based on the whether the active session window is currently connected or not.
Session Alias	Sets an alias name for a session. This name is used instead of the default session name (<user@domain>|<vault>) wherever it is possible.
Close	Closes the current window.
Exit	Closes dqMan.