To configure this feature, ensure Configuring X-Pages Studio is complete.

As the first step of the process to connect a Vault to X-Pages Studio, an Studio admin initiates the connection and shares the Studio Connection File. See Creating and Managing X-Pages Studio Connections for more information on Studio admins and X-Pages Studio.

To share a studio connection file with Vault CRM:

1. Sign into X-Pages Studio as an admin user.
2. Select Connections from the Admin menu.
3. Select New Connection.
4. Enter the following information:
   • Label - Must be unique, max 50 characters
   • Connection Type - Select Sandbox or Production
   • Team - Select a team (default is Global). See Creating and Managing X-Pages Studio Teams for more information.
   • Vault URL - Vault address. Do not include a trailing forward slash mark (/).
5. Select Continue to save the connection in the Pending state.
6. Select Download Connection File to download a file specific to this connection within the Studio domain.
7. Share the Studio Connection File with the Vault CRM admin to complete the Vault CRM connection.
8. Select Done.

After an Studio admin initiates a connection and shares the Studio Connection File, Vault CRM admins complete the connection process within Vault CRM.

To connect a Vault to X-Pages Studio after receiving the Studio Connection File:

1. Navigate to Admin > Configuration > Application Configurations > General > X-Pages Studio Administration.
2. Select Upload Connection File in the Connected Studios section.
3. Select the Studio Connection File shared by the Studio admin.
4. Select Upload.

If the connection is successful, a confirmation message displays and the connection moves to the Connected state.

If an error occurs, one of the following error messages displays:

• Invalid Connection Type - The uploaded file is not valid. Ensure the file originated from X-Pages Studio.
• Expired Connection File - The Studio Connection File has already been used. The Studio admin must generate a new connection file, see Creating and Managing X-Pages Studio Connections for more information.
• Unexpected Error - Contact Veeva Support

The Connected Studios table in Vault CRM lists all X-Pages Studio domains with an active, Connected state connection to a Vault. The Vault CRM admin user who completed the connection and connection date are also displayed.

To view connected Studio instances, navigate to Admin > Configuration > Application Configurations > General > X-Pages Studio Administration.

Vault CRM admins can disconnect an active Studio connection from a Vault and move the connection to the Revoked state in X-Pages Studio.

Disconnecting a Studio domain immediately deletes all test users associated with the connection. This action can not be undone.

To disconnect a Studio:

1. Navigate to Admin > Configuration > Application Configurations > General > X-Pages Studio Administration.
2. Select the domain’s corresponding All Actions menu from the Connected Studios section.
3. Select Disconnect Studio.
4. Select Continue.

Once disconnected, the domain is removed from the Connected Studios table.

The Deployment History section lists all X-Pages deployments from connected Studio domains to the Vault.

To view X-Pages deployment history, navigate to Admin > Configuration > Application Configurations > General > X-Pages Studio Administration. You can optionally select Download History to download the full deployment history as a CSV file.