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Building a Secure Foundation: A Guide to Effective Environment Management in Veeva Vault

Introduction

Environment Management is the foundation for a secure, streamlined Veeva Vault operation, ensuring data integrity, smooth deployments, and a robust testing environment. This comprehensive guide dives into key considerations for optimal Veeva Vault environment management, including the importance of configuration alignment across different vault empowering you to unlock the platform's full potential.


Understanding Your Environments:

Veeva Vault offers two primary environments to cater to your specific needs:


Production Environment: The lifeblood of your system, the production environment is where users access real-time data to perform critical business functions. Maintaining data security and system stability is paramount here.


Sandbox Environments: Sandbox environments are copies of your production environment used for development, testing, and training purposes. They allow you to experiment with configurations and data changes in a controlled setting, minimizing risk to the live environment. You can have multiple sandboxes for different purposes, such as dedicated testing or user training.


Sandboxes can be managed by Vault Owner. The limits and allowances are listed below:

  • Size: The available sandbox size.

  • Availability: The total number of sandboxes available for creation or for granting to another sandbox.

  • Permissions: The total number of sandbox entitlements granted to the current Vault.

  • Temporary: If enabled, any temporary sandbox allowances.

 

The following sizes of Sandbox Vaults are available, each with their corresponding limits:

  • Small: Supports up to 100,000 total object records and 10,000 document versions.

  • Medium: Accommodates up to 1,000,000 total object records and 100,000 document versions.

  • Large: Allows up to 10,000,000 total object records and 1,000,000 document versions.

  • Very Large: Supports up to 100,000,000 total object records and 10,000,000 document versions.

  • Extra Large: Accommodates up to 500,000,000 total object records and 50,000,000 document versions.

  • Full: Shares the same limits on total object records and document versions as the production domain.


By default, Veeva Vault allocates the following number of sandboxes per production vault:

  • Small: Four (4)

  • Medium: Two (2)

  • Large: One (1)


Crafting Deployment Strategies and Configuration Alignment

To ensure smooth transitions between environments, consider the below deployment strategies:


Defined Deployment Paths: Establish clear, well-documented pathways for moving configurations and data between environments. A common approach utilizes a Development --> Test --> Staging --> Production flow, enabling rigorous testing before reaching the live environment.



Deployment Path

Development Environment

Test Environment

Staging Environment

Production Environment

A sandbox environment that developers can use to make configuration changes for a production Vault. These changes include implementing project requirements and proof of concept development.

A sandbox environment, which is a separate, controlled instance of the software platform that allows users, administrators, and developers to test, experiment, and validate changes without affecting the live production environment.

A full sandbox that contains all the data and metadata from production. It's a replica of production that allows for real-world testing and the identification of any issues that may affect the app's behavior.

The live system where Veeva applications and solutions are used for daily business operations

 

Configuration Alignment: Maintaining consistent configurations across Veeva Vault environments is essential for efficient management and data integrity. Here's why configuration alignment is crucial:

  • Reduced Errors: Consistent configurations minimize the risk of errors introduced during deployments due to environment discrepancies.

  • Simplified Management: Standardized configurations across environments streamline management processes and reduce the complexity of maintaining multiple environments.

  • Enhanced Testing: Configuration alignment ensures that testing conducted in sandbox environments accurately reflects the behavior of the production environment.


Robust Environment Management Strategy

For a truly robust environment management strategy, consider these additional aspects:

Robust Strategy


Refreshing Sandboxes: Regularly refreshing Sandboxes is vital to maintain alignment with the latest configuration of the Production Vault. This proactive approach not only mitigates potential issues but also enhances the efficiency of deploying to production.

Access Control: Regularly review and update user permissions in each environment to ensure security.

Data Masking: Consider data masking techniques for sensitive data in sandboxes, especially when allowances introduce configuration deviations. This protects confidential information while maintaining realistic testing scenarios.

Standardization of Releases: Standardize release management processes across all environments. This ensures consistency and reduces the risk of errors.

Documentation: Maintain clear documentation of your environment management strategy, deployment paths, and sandbox refresh procedures. This facilitates communication and knowledge transfer within your team.


Conclusion

By following these guidelines and leveraging the expertise of Wolvio Solutions, you can establish a robust and secure environment management strategy for your Veeva Vault deployments.

This will empower your team to operate efficiently, maximize the value you get from the platform, and ensure the continued success of your critical business processes.

We offer a comprehensive suite of services to help you optimize your Veeva Vault environment management. Contact us today to discuss your specific needs and learn how we can help you unlock the full potential of Veeva Vault.





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