Query Vault CRM Data in DataGrip

DataGrip is a database IDE that allows SQL developers to query, create, and manage databases. When paired with the CData JDBC Driver for Vault CRM, DataGrip can work with live Vault CRM data. This article shows how to establish a connection to Vault CRM data in DataGrip and use the table editor to load Vault CRM data.

Create a New Driver Definition for Vault CRM

The steps below describe how to create a new Data Source in DataGrip for Vault CRM.

1. In DataGrip, click File -> New > Project and name the project
2. In the Database Explorer, click the plus icon () and select Driver.
3. In the Driver tab:
   • Set Name to a user-friendly name (e.g. "CData Vault CRM Driver")
   • Set Driver Files to the appropriate JAR file. To add the file, click the plus (), select "Add Files," navigate to the "lib" folder in the driver's installation directory and select the JAR file (e.g. cdata.jdbc.vaultcrm.jar).
   • Set Class to cdata.jdbc.vaultcrm.VaultCRM.jar
   Additionally, in the advanced tab you can change driver properties and some other settings like VM Options, VM environment, VM home path, DBMS, etc
   • For most cases, change the DBMS type to "Unknown" in Expert options to avoid native SQL Server queries (Transact-SQL), which might result in an invalid function error
4. Click "Apply" then "OK" to save the Connection

Configure a Connection to Vault CRM

1. Once the connection is saved, click the plus (), then "Data Source" then "CData Vault CRM Driver" to create a new Vault CRM Data Source.
2. In the new window, configure the connection to Vault CRM with a JDBC URL.

   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.

   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.
   
3. Set URL to the connection string, e.g.,

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

4. Click "Apply" and "OK" to save the connection string

At this point, you will see the data source in the Data Explorer.

Execute SQL Queries Against Vault CRM

To browse through the Vault CRM entities (available as tables) accessible through the JDBC Driver, expand the Data Source.

To execute queries, right click on any table and select "New" -> "Query Console."

In the Console, write the SQL query you wish to execute. For example:

SELECT ProductId, ProductName FROM NorthwindProducts WHERE CategoryId = 5

Download a free, 30-day trial of the CData JDBC Driver for Vault CRM and start working with your live Vault CRM data in DataGrip. Reach out to our Support Team if you have any questions.