Prepare for authentication

You can configure basic and authorization code authentication types to access Veeva Vault.

Before you configure the connection properties, you need to keep the authentication details handy based on the authentication type that you want to use.

To connect to Veeva Vault using basic authentication, you need the Veeva Vault DNS name, API version, account user name, and password.

Get the required details from the Veeva Vault CRM application to which you want to connect.

For more information about basic authentication in Veeva Vault, see User name and password in the Veeva Vault documentation.

To connect to Veeva Vault using the OAuth 2.0 authorization code, you need the Veeva Vault DNS name, API version, authorization URL, access token URL, client ID, scope, OAuth profile ID, and access token.

To get the authorization details, you need to create an authorization integration in Veeva Vault and register the Informatica redirect URL in Veeva Vault Integration using OAuth 2.0 / OpenID Connect Profiles. Veeva Vault Integration is a type of integration that enables clients that support OAuth to redirect users to an authorization page and generate access tokens, and optionally, refresh tokens to access Veeva Vault.

Register the following Informatica redirect URL in Veeva Vault Integration:

If the access token expires and the response returns a 401 error code, Informatica redirect URL, which is outside the customer firewall, tries to connect to the endpoint and retrieves a new access token.

For more information about how to create an authorization integration and get the authorization details, see Configuring OAuth 2.0 / OpenID Connect Profiles in the Veeva Vault documentation.