You can use Toad Data Point to publish data to a Toad Intelligence Central (TIC) server in order to store and share data from remote data sources. Intelligence Central is like a federated server where you can store data from a variety of data sources. See About Toad Intelligence Central for more information.
Note:This feature is available in the Toad Data Point Professional edition only and requires access to a Toad Intelligence Central server.
You can publish data from any data source that you can connect to using Toad. Data sources that use native provider connections must also be ODBC-compliant.
Data can be published in the form of views, snapshots, and datasets. See Data Objects in Toad Intelligence Central for more information about these objects.
You can publish data from any of the following: an object in the Object Explorer, a query statement in the Editor or Query Builder, or the data in a data grid.
Toad Data Point uses three types of connectivity: native database provider connectivity, ODBC connectivity, and Data Services (Business Intelligence and NoSQL) connectivity. However, Toad Intelligence Central uses only ODBC and Data Services connectivity. If you publish data objects to a TIC server using a native database provider connection, the connection is converted to ODBC on the TIC server.
If you are publishing data using a native provider or ODBC connection, the corresponding ODBC driver must exist on the TIC server. In addition, for native database connections other necessary client files must exist on the TIC server. To learn how to prepare the TIC server for publishing, see Prepare to Publish Data to Toad Intelligence Central.
Toad Intelligence Central uses the following types of connectivity to make connections to remote data sources:
Because Intelligence Central uses ODBC connectivity, when data is published from a native-provider connection, Toad converts the connection to ODBC (if the database is ODBC-compliant). Before you can successfully publish data from a native-provider (or ODBC) connection, everything necessary to create the correct corresponding ODBC connection must be installed on the Intelligence Central server. This includes the corresponding ODBC driver for the database type, as well as any additional client files required for a correct ODBC connection.
If data is published from an ODBC connection, you must ensure that the DSN name on the Toad Data Point computer and the Intelligence Central server match.
Note:This feature is available in the Toad Data Point Professional edition only and requires access to a Toad Intelligence Central server.
If you plan to publish data objects from a remote database connection using ODBC connectivity in Toad Data Point, the ODBC connection must use a System DSN. This is required for compatibility with Intelligence Central, which uses only System DSNs.
To specify a System DSN for an ODBC connection
Select the System DSN tab and click Add.
Note: You must configure a System DSN because TIC uses only System DSNs.
In order for Toad Data Point users to successfully publish data to Intelligence Central, the Intelligence Central server must have the same ODBC driver, DSN name, and necessary client files that exist on the Toad Data Point user’s computer for each data source. These files are used by Toad Data Point to create the data source connection.
For the data source type you will be using, ensure that the necessary drivers and files are installed on the Intelligence Central server, and that they are the same as those installed on the Toad Data Point user’s computer.
Ensure Toad Data Point is installed on the Toad Intelligence Central host computer. If you plan to schedule and run Automation scripts on Intelligence Central, Toad Data Point must be installed. Additional benefits of having Toad Data Point installed along-side Intelligence Central include the following:
Beginning with Intelligence Central 3.0, when you install using the Toad Intelligence Central Server Installer, Toad Data Point is automatically installed.
For best results, ensure the version of Toad Data Point on the Intelligence Central host computer is the same (or later) as that used to create the Automation scripts.
In addition to installing Toad Data Point, install these additional files if publishing from any of these data sources.
Publishing from Oracle Data Sources
To prepare the Intelligence Central server to receive published data objects from an Oracle database, please ensure that the following are installed on the TIC server:
Publishing from DB2 Data Sources
To prepare the Intelligence Central server to receive published data objects from a DB2 database, please ensure that the following are installed on the TIC server:
Publishing from Teradata Data Sources
To prepare the Intelligence Central server to receive published data objects from a Teradata database, please ensure that the following are installed on the TIC server:
Publishing from ODBC Connections
If you plan to publish objects from Toad Data Point using ODBC connectivity, the Intelligence Central DSN must match the DSN of the original connection used to publish the object.
Ensure the following are true about the Toad Data Point and Intelligence Central ODBC connections:
If you plan to run Toad Data Point Automation scripts that send email, the Intelligence Central server must be configured to support SMTP email transmission. For more information about preparing the Intelligence Central server for published Automation scripts, see Prepare to Publish Automation Scripts.
If an Automation Script scheduled to execute on the Toad Intelligence Central server includes an instruction to run a macro in an Excel spreadsheet, then Microsoft Excel must be installed on the Toad Intelligence Central host computer. For more information about preparing the Intelligence Central server for published Automation scripts, see Prepare to Publish Automation Scripts.
Use the Publish to Intelligence Central dialog to publish data, Automation scripts, and Toad files to a Toad Intelligence Central server. Share data with others by publishing views, snapshots, and datasets. You can also share Automation scripts and Toad files for others to copy and/or modify.
To publish generic files, such as Excel files, see Publish Generic Files to TIC.
To publish misc resources, such as database connections or URLs, see Publish Other Toad Resources.
For additional information, see the following:
Note: This feature is available in the Toad Data Point Professional edition only and requires access to a Toad Intelligence Central server.
To Publish to Intelligence Central
In the Publish to Intelligence Central dialog, specify publishing options. Review the following for additional information:
| Publishing Page/Options | Option Description |
|---|---|
| Destination Options | |
|
Publish to Server |
Select a Toad Intelligence Central server connection as the publishing destination. Click Note: If publishing a view, snapshot, or dataset, the destination server must be licensed for Data Connectivity. |
|
Destination Folder |
Select the folder where you want to store the published object, or create a new folder.
You must have publish privileges to a secured folder to publish to it. You must have manage privileges to a secured folder to create a subfolder. (Optional) Select a destination database. This feature is provided for third-party applications that access the underlying Intelligence Central databases directly.
|
| Object Options | |
|
Publish Type |
Select the type of object you want to publish. If you are publishing a script or Toad document, the type is automatically selected.
Note: Data originating from an Excel file, Local Storage, or an Access database can only be published as a dataset. See Publishing from Excel or Local Storage for more information. |
|
Name |
Create a name to display in the Object Explorer. Notes: Only alpha and numeric characters and the underscore (_) are permitted in object names. A name cannot begin with an underscore. Publish Detail—(Dimensional View as Dataset only) Click the link to select which Dimensional Views to publish and to specify dataset names. Overwrite Existing Object—Select to overwrite an existing object with the same name. Select this option when re-publishing after editing a script or Toad document. Append Data to Existing Object—Select to append data to an existing dataset. |
| Description |
(Optional) Enter an object description. The description displays in the Information tab of the Database Explorer. |
| Tags |
(Optional) Add tags to use for filtering in the Object Explorer. Tags also display in the Information tab of the Database Explorer.
|
| Sharing |
Click the link to modify sharing (visibility) options. Review the following based on the folder to which you are publishing: To a new or existing To an existing secured folder—If you do not have Manage privileges, sharing options are disabled. The object inherits the folder's sharing and manage privileges. To a new secured folder—The options you specify are applied to the folder and the object. Select the users to share, manage, and publish. See Secured Folders for more information. To save your changes, click Apply or To revert to the default settings, click Reset. |
|
Indexing Options (Dataset and Snapshot only) |
Click the link to create an index. Note: If you take no action, no columns are indexed. See Create/Drop Index for a TIC Object for more information. To save your changes, click Apply or To revert to the default settings, click Reset. |
|
Authentication (View, Snapshot, Script, and Toad file only) |
For a Snapshot or View Click the link to view or change authentication keys, or to enter a connection password. By default, Toad creates an Authentication key for the object and uses your user name and password to the remote data source (which is gathered from the connection used to publish the object). (View only) For a view, you can change the personal Authentication key to a shared Authentication key. Click the link to open the Authentication Settings page. Then do the following:
Note: For cross-connection queries, you can specify a personal Authentication key or a shared Authentication key for each data source separately. See User Authentication in Intelligence Central for more information. For Click the link to view the connection information for all connections in the
To save your changes, click Apply or To revert to the default settings, click Reset. |
|
Variables (View and Script only) |
Click Default values to specify a default value for any variable in the SQL or Automation script. Note: If you take no action, Toad uses existing (cached) values you specified in the Bind Variables dialog or in the script. If no values exist, you must specify before publishing. See Variables in Views/Scripts and Publishing to Intelligence Central for more information. |
|
Refresh Data (Snapshot only) |
Click the link to schedule the initial snapshot creation and the refresh frequency. Note: If you take no action, the snapshot is populated immediately.
See Snapshots in TIC for more information. To save your changes, click Apply or To revert to the default settings, click Reset. |
|
Scheduling (Script only) |
Click the link to schedule script execution or to run the script immediately. Test run the script after it is published—Select to run the script once to test the database connections and the links to input files. Note: It is recommended that you test run your script when publishing to uncover any issues such as missing input files or connections that are not properly set up on the TIC server. See Publish Automation Scripts to Intelligence Central for more information. To save your changes, click Apply or To revert to the default settings, click Reset. |
|
Run Details (Script only) |
Click the link to specify a user account to run the script.
See Publish Automation Scripts to Intelligence Central for more information. |
| Preview SQL | Click the link to preview the SQL statement. |
| Send email notification to shared users |
Select to send a notification email to each user you specified on the Sharing settings page. After you publish the object, the email is generated and opens for you to review, edit, and send. See View Your Intelligence Central Notifications for more information about all types of notifications. |
|
Important: To undo changes, click Reset. Then click | |
Click Publish to publish the object.
The dialog closes and the publishing process runs in the background.
After the object publishes successfully, a confirmation window displays and includes a link to the newly-published object. Click the link to open the object in the
Note: In the event of an error during publishing, use the error message and the troubleshooting section to troubleshoot, or follow the instructions displayed in the error message.
Views, snapshots, and datasets: No two data objects can have the same name within the same folder, regardless of object type: view, snapshot, or dataset.
Toad documents: The name must be unique within a folder per Toad document type. For example, no two ER Diagrams in the same folder can have the same name, but an ER Diagram and a Query Builder file in the same folder can have the same name.
Automation scripts: A script name must be unique among scripts. No two scripts can have the same name within an Intelligence Central instance.
Tips:
to review the connection properties for the selected TIC connection.
. Select an existing database or create a new one. 