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Toad Data Point 5.7 - Installation Guide

Explore Toad Intelligence Central

Use the Object Explorer to view and access objects in an Intelligence Central server. Then, explore object details using the Database Explorer (Viewer). See Using the Database Explorer (Viewer) .

Note:This feature is available in the Toad Data Point Professional edition only and requires access to a Toad Intelligence Central server.

Using the Object Explorer

The Object Explorer allows you to view and access objects in Intelligence Central. Review this topic to learn how you can group and display objects, identify objects by icon, filter object lists, and organize objects into folders.

Objects Visible to You

  • In the Object Explorer, you can see only the objects that you own or that have been shared with you.

    Tip: Select an object and click , to view sharing/visibility options for the object.

  • You can see all the non-secured folders created in Intelligence Central, including those containing objects to which you do not have access.
  • You can see all the secured folders that have been shared with you. (You can also see the parent folder of a secured folder that has been shared with you.) See Folders in Intelligence Central for more information.

    Tip: Select a folder and click , to view sharing/visibility options for the folder.

  • The visibility of objects can also be affected by Intelligence Central (2.7 or later) licensing. To inquire about server licensing, you may want to contact your Intelligence Central administrator.

    Note: Place your cursor over an open Intelligence Central connection in the Connection Manager to view licensed modules.

Display Options

In the Object Explorer, click to select a display option. You can group objects by the following:

  • Types—Groups objects into the user-defined folders.
  • Databases—Groups objects by database. In this view, Toad creates separate folders for Datasets, as well as for Automation Scripts and Toad files. Data source folders created in previous versions display here also. See Data Source Folders - Created in Previous Versions.
  • Created By—Groups objects by creator.
  • Object Type—Groups objects by type (view, snapshot, script, etc.).
  • All Types—Displays all groups simultaneously.

    Tip: Use All Types together with the Tabbed or Dropdown view option.

In the menu, standard Object Explorer view options are at the top; Intelligence Central view options are in the middle of the menu.

Intelligence Central Users Tab

Notifications Tab

Identify Objects by Icon

Folders

Icon Folder Description
Non-secured folder
Secured folder

Data Objects

Icon Object Description
View

Snapshot

Note: Manage privileges are required to refresh a snapshot.

Snapshot - pending
Snapshot - refreshing
Snapshot - with error
Dataset
Table

Toad Documents and Misc Objects

Icon Object Description Icon Object Description
Automation script Import template
Automation script - running Named SQL
Automation script - with error Pivot Grid
Data Compare file Project Manger object (can contain one or more projects)
Database connection Query Builder file
Database object (object details) SQL file or Toad Editor file
ER Diagram Toad Data Report
Export template Transform and Cleanse file
FTP connection URL
Generic file Visualization file

For More Information About TIC Objects

Search and Filter

  1. Click to filter or search for objects.
  2. To search for objects using a partial string, enter <characters>* in the Search String field.
  3. To include folders in the results, select True in the Folders field.
  4. To include tags, owners, or data sources in the search, select True in the respective field. Or select False to exclude these from the search.

    Note: See Alter Tags to learn how to add tags to an object.

  5. Select the Preview tab to preview the results.

Create Custom Folders

Toad allows you to create custom folders and move objects into and out of custom folders in Intelligence Central. This is useful for grouping objects from several different data sources into one folder.

The custom folders are displayed along with the default folders created by Toad (e.g., for grouping objects into categories, such as the created by and object type folders) in the Object Explorer.

Data Source Folders - Created in Previous Versions

Note: Beginning in Toad Data Point 3.7, data source folders are no longer created. Data source folders have been replaced by Database folders.

For objects created in Toad Data Point 3.6 or earlier, a data source folder was created for each data source and displays in the Object Explorer.

If a data source has a Shared key, the Shared key user name is appended to the data source in the folder name.

<database abbrev>_<host>_<user name>

<database abbrev>_<host>_<database name>_<user name>

Using the Database Explorer (Viewer)

Use the Database Explorer (Viewer) to view detailed information about an object.

To view object information

  1. Right-click an object in the Object Explorer and select View Details.
  2. Select the Information tab to view the following object properties:

    • Sharing/Visibility options
    • Authentication key type
    • Create and refresh dates
    • Object owner
    • Who can manage the object
    • Who locked the object
    • Source database type
    • Source server name
  3. Select the Script tab to view a data object's SQL.

    Note: You must have the Administrator role or Manage privileges to the object to view the SQL for a snapshot or view in Intelligence Central 3.3.1 (or later).

  4. Select the Connections tab to view the connections included in a script or Toad document.

  

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