How To:

How to sideload an OAuth2.0 .plist File for OAuth2.0 single sign-on configuration for iRep for Mac and Windows?

Instructions:

Please note that this is for testing purposes only. An MDM (Mobile Device Management) is needed to deploy the OAuth2.0 Configuration for an environment.

1. Create a PLIST file with the following format. Please note that the OAuth configuration file will need to be in PLIST format. The PLIST file name will need to be EXACTLY "OAuth2Settings.plist":
   
   

   <?xml version="1.0" encoding="UTF-8"?>
   <!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
   <plist version="1.0">
   <dict>
   <key>OAUTH2_ACCOUNT_TYPE</key>
   <string>Salesforce</string>
   <key>OAUTH2_SCOPE</key>
   <string>openid api refresh_token</string>
   <key>OAUTH2_REDIRECT_URL</key>
   <string>veeva://OAuth2</string>
   <key>OAUTH2_REVOKE_URL</key>
   <string>https://test.salesforce.com/services/oauth2/revoke</string>
   <key>OAUTH2_TOKEN_URL</key>
   <string>https://test.salesforce.com/services/oauth2/token</string>
   <key>OAUTH2_AUTH_URL</key>
   <string>https://test.salesforce.com/services/oauth2/authorize</string>
   </dict>
   </plist>

2. Modify the PLIST file with the following parameters:

   Parameter	Description	Required?
   OAUTH2_ACCOUNT_TYPE	Account type. Should be Salesforce.	Y
   OAUTH2_SCOPE	The OAuth scope you want to request, for example, full refresh_token. Failure to retrieve the refresh token means the user’s authentication only lasts as long as a single authentication token.	Y
   OAUTH2_REDIRECT_URL	The Callback URL configured in the Connected App.	Y
   OAUTH2_AUTH_URL	The URL the app uses to start the authentication process.	Y
   OAUTH2_TOKEN_URL	The URL the app uses to exchange an access token for authentication token or a refresh token for a new authentication token.	Y
   OAUTH2_REVOKE_URL	The URL used by the app to revoke authentication (signing out).	Y
   OAUTH2_CLIENT_ID	The Consumer Key from the Connected App.	Y
   OAUTH2_CLIENT_SECRET	The Consumer Secret from the Connected App.	N

3. Plug the device into a computer.

4. Navigate to iTunes. In MacOS Catalina and later, navigate to Finder instead.

5. Navigate to the device linked to computer.
6. Select File Sharing in the Settings menu.
7. Select Veeva CRM.
8. Add the created PLIST file to the Veeva CRM Documents list.
9. Sync the device.
10. Eject the device from iTunes.
11. Enable OAuth2 Authentication in the iPad settings. To access this, go to iPad Settings > Veeva CRM > OAuth2 Authentication > Toggle the Enable OAuth2 Authentication to true.
12. Access the Veeva CRM application.

Related Documentation:

CRM Help Documentation: Installing CRM via the App Store