LIQUENT InSight 6.2 Installation Guide

Adding a Veeva Vault DMS Repository for LIQUENT InSight

  1. To create a DMS repository in LIQUENT InSight, the DMS Server must be configured first.
  2. Log on as an administrator.
  3. In the menus, click GO TO > Technical Administration.
  4. In the Available Options list, click DMS Repository Management.
  5. In the Repositories view, click the Create icon.
  6. In the Server Name drop-down list select the Veeva System Server.
  7. In the repository Name (Docbase) field, type the name of the Veeva Vault repository.
  8. The Active Flag field is set to Y, for Yes, so the repository is active as soon as it is added. After you add the repository, you can deactivate it and reactivate it.
  9. If you want a different repository name to be displayed in the DMS Browse window, in the Label field enter the name.
  10. In the Vault URL field, type the Veeva Vault URL in the format:
    https://<vault_name>.veevavault.com , where <vault_name> is the actual Veeva Vault name.
  11. In the Repository User and Repository Password fields, type the credentials for accessing the repository.
  12. If you want to enable the LIQUENT InSight users who can access the repository to force new renditions and extractions, in the Force New Renditions and Extractions field, click Yes.
    Forcing new renditions and extractions means creating missing document renditions and extractions and overwriting document renditions and extractions in the repository.
  13. To restrict access to the repository, in the Limit Access to Specific Users field, click Yes, and do any of the following:
    • Restrict access to specific users. In the Allow Selected Users section, in the Access Limited box, select users. Then click the arrows (>>) to move the users to the Access Allowed box.
    • Restrict access to specific groups. In the Allow Selected Groups section, in the Access Limited box, select groups. Then click the arrows (>>) to move the groups to the Access Allowed box.
    • Restrict access to users with specific roles. In the Allow Selected Roles section, in the Access Limited box, select roles. Then click the arrows (>>) to move the roles to the Access Allowed box.
  14. To save the new DMS repository, click Save.