Toad Intelligence Central 6.3 - Getting Started Guide

License Toad Intelligence Central Connect to Intelligence Central

Open the Web Console Connect Using a Toad Application Third-Party Connection to Intelligence Central

Work with Toad Data Point Objects Filter Data Before Downloading Add Authentication

Find Objects View Object Details Edit Object Details Move Objects Specify Visibility and Manage Privileges Alter Authentication Email Users Modify Execution Schedule Alter Script Credentials Modify Variable Default Value Data Connectivity Objects

Folders

View Folder Details About Secured Folders Specify Visibility and Manage Privileges

Manager Privileges Reports

Data Object Report User Activity Report

Users and Groups

View/Edit Users View/Edit Groups Add Active Directory Users/Groups

Authenticate to Active Directory Add from Active Directory

Create Intelligence Central groups

Support Bundle

Create a Support Bundle

About Us

Welcome to Toad Intelligence Central

Toad Intelligence Central enables enterprise users to be far more productive with their tools including Toad Data Point by centralizing automation workflows, accessing data directly, collaborating and sharing on datasets, queries and Toad files and providing a secure and established way to manage your data sprawl.

AUTOMATE - Toad users can schedule the regular automated execution of Toad Data Point automation scripts on Toad Intelligence Central.
ACCESS - Toad users can access Toad files and basic data files published to Toad Intelligence Central that have been shared with them. An additional data connectivity license extends Toad Intelligence Central to work across a wide range of data stores including relational database models, data warehouses, No SQL and Business Intelligence data sources like OBIEE and SAP®.
SHARE - Objects can be shared amongst users and groups and organized collectively in a familiar folder structure, assigned tags and given a description for easy search retrieval. Administration of users and groups can be managed locally or users and groups can be imported from Active Directory®.
SECURE - Toad Intelligence Central provides a centrally managed, secure, stable and accessible system.

Distributions of Toad Intelligence Central include a Web Server for administrative and general user access. In addition, Toad Data Point and other collaborative Toad products can directly access Toad Intelligence Central. Data on Toad Intelligence Central can be accessed via a third party product such as Tableau for further data processing and visualization.

About This Guide

This Guide is Intended for Non-Administrators

The Quick Start Guide is intended for non-Administrators and describes how to use the Web Console (Web Server) to view and access objects and files in Toad Intelligence Central. This guide provides information about functionality that is available to Standard and Power users.

Users with the Administrator Role

For functionality available to users with the Administrator role, see the Toad Intelligence Central Deployment Guide.

Additional Resources

Product documentation - Find the complete set of Toad Intelligence Central technical documents.
Toad Intelligence Central User Forum - Learn more about Toad Intelligence Central, find answers to questions, and connect with the community.
Toad Intelligence Central Blogs - Find articles describing how to use the features in Intelligence Central.

Find Help from Inside Toad Intelligence Central

To go to product documentation from the Web Console, click and select Technical Documentation. This actions opens the Technical Documentation page for Toad Intelligence Central on the Quest Support Portal.

There you will find the Release Notes, User Guide, Deployment Guide (installation and Administrator information), and What's New in This Release for the current and earlier versions of Toad Intelligence Central.
To go to the Toad Intelligence Central User Forum in Toad World, click and select User Forum.

License Toad Intelligence Central

Toad Intelligence Central is shipped with a trial key that enables a 90 day open trial license to Toad Intelligence Central. Use this key to evaluate Toad Intelligence Central. At the end of the 90 day trial, if a Data Connectivity license has not been entered, your Toad Intelligence Central functionality will be limited to that of the Toad Intelligence Central Community Edition.

Data Connectivity License

A Toad Intelligence Central Data Connectivity license is required to enable data connectivity functionality in Intelligence Central. Data connectivity functionality is required for publishing data objects (views, snapshots, and datasets) to Intelligence Central and for filtering and downloading data objects through the Web Console.

To view / activate Toad Intelligence Central licenses

From a web browser, log in to Toad Intelligence Central. Any Toad Intelligence Central user can add a license. Administrator credentials are required to remove a license.
Select Administration | Licensing.
If Toad Intelligence Central has multiple licenses assigned, select the license to view or click Add License to add a license.

Connect to Intelligence Central

Use one of the following methods to access Toad Intelligence Central:

Web Console—Use the Web Console (Web Server) to access Intelligence Central. A Web browser is required.
Toad Applications—Use a Toad application, such as Toad Data Point, to connect to Intelligence Central.
Third-Party Tool—Use a third-party tool, such as Tableau or a MySQL command line interface.

Method	Description
Web Console	See Open the Web Console for more information about accessing Intelligence Central through the Web Console. The Web Console (Web Server) provides Standard users with the ability to view and perform operations on objects published to Intelligence Central from other Toad applications. To use the Web Console, the Web server must be installed on the same computer as Intelligence Central. The Web Console allows users with the Administrator role to perform advanced activities such as the management of users, groups, and objects, as well as Intelligence Central server configuration and maintenance. See the Toad Intelligence Central Deployment Guide to learn more about performing Administrator activities through the Web interface.
Toad Applications	Toad Data Point users can publish data objects, Automation scripts, Toad documents, and other resources created in Toad Data Point to Intelligence Central. For these users, their primary method to view, access, manage, and edit Intelligence Central objects is through their Toad application. For more information about using Toad applications and working with published objects through the Web Console, see Connect Using Other Toad Applications
Third-Party Tool	See Third-Party Connection to Toad Intelligence Central for more information. A Toad Intelligence Central user can create a MySQL connection to Toad Intelligence Central through a third party tool such as Tableau, MySQL command line interface, or MySQL Workbench. This connection can be used to query Data Connectivity objects stored in Toad Intelligence Central.

Method

Description

Web Console

See Open the Web Console for more information about accessing Intelligence Central through the Web Console.

The Web Console (Web Server) provides Standard users with the ability to view and perform operations on objects published to Intelligence Central from other Toad applications. To use the Web Console, the Web server must be installed on the same computer as Intelligence Central.

The Web Console allows users with the Administrator role to perform advanced activities such as the management of users, groups, and objects, as well as Intelligence Central server configuration and maintenance. See the Toad Intelligence Central Deployment Guide to learn more about performing Administrator activities through the Web interface.

Toad Applications

Toad Data Point users can publish data objects, Automation scripts, Toad documents, and other resources created in Toad Data Point to Intelligence Central.

For these users, their primary method to view, access, manage, and edit Intelligence Central objects is through their Toad application.

For more information about using Toad applications and working with published objects through the Web Console, see Connect Using Other Toad Applications

Third-Party Tool

See Third-Party Connection to Toad Intelligence Central for more information.

A Toad Intelligence Central user can create a MySQL connection to Toad Intelligence Central through a third party tool such as Tableau, MySQL command line interface, or MySQL Workbench. This connection can be used to query Data Connectivity objects stored in Toad Intelligence Central.

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