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Toad Data Modeler 7.3 - User Guide

Introduction User Interface Models and Model Objects
Physical Data Model
Entity Relationship Diagram Objects Basic Database Design Advanced Database Design
Universal Data Model Logical Data Model Working with Model Objects
Features and Tools
Application Variables Export/Import DDL Script Generation Graphics Model Actions Print Create New Project Reports Reverse Engineering Scripting and Customization About Templates Tips and Tricks Toad for Oracle Integration Toad Intelligence Central (TIC) Integration Tools Version Control
Options and Configuration Databases
Amazon Redshift 1.0 IBM DB2 LUW 9.5 IBM DB2 LUW 9.7 IBM DB2 LUW 10.1 IBM DB2 LUW 10.5 IBM DB2 LUW 11.1 IBM DB2 z/OS 10 IBM DB2 z/OS 11 Greenplum 4.1 Greenplum 4.2 Ingres 9.3 Ingres 10.0 EDB Postgres Advanced Server 10 Microsoft Access 2007/2010 Microsoft Azure SQL Database V12 Microsoft SQL Server 2005 Microsoft SQL Server 2008 Microsoft SQL Server 2012 Microsoft SQL Server 2014 Microsoft SQL Server 2016 Microsoft SQL Server 2017 Microsoft SQL Server 2019 MySQL 5.0 MySQL 5.1 MySQL 5.5 MySQL 5.6 MySQL 5.7 MySQL 8.0 Oracle 10g Oracle 11g Release 1 Oracle 11g Release 2 Oracle 12c Release 1 Oracle 12c Release 2 Oracle 18c Oracle 19c PostgreSQL 9.0 PostgreSQL 9.1 PostgreSQL 9.2 PostgreSQL 9.3 PostgreSQL 9.4 PostgreSQL 9.5 PostgreSQL 10 PostgreSQL 11 PostgreSQL 12 SQLite 3.7 Sybase ASE 15.5 Sybase ASE 15.7 SAP ASE 16.0 Sybase IQ 15.2 Sybase SQL Anywhere 11 SAP SQL Anywhere 17 Teradata 13 Vertica Database 8.0
Copyright Legal Notices

Project Settings

  1. Before you create a new project (with Version Control System) in Toad Data Modeler, run Visual Server SVN Manager and add a new folder to your repository.

    In this example, the new folder E-commerce will be created.
  2. In Toad Data Modeler select File | New | Project.
  1. If you want to define folders manually, select Empty Project with Version Control System. (Toad Data Modeler project has a predefined structure. See Create new project for more information.)

  2. Define the project settings and to keep the configuration simple, use the recommended option - Project and Repository Structures are Identical.


  3. Finally, specify a path to the folder with svn.exe file and Server Path. To save time, select your folder in Visual SVN Server Manager, right-click it and select Copy URL to Clipboard.
  4. Paste the path to Server Path field in Toad Data Modeler Project Wizard.
  5. Important: Now you have to right-click your created project in the Application View and select Subversion | Check Out. This step is required!

Subversion Actions

You can run Subversion actions from the Application View.

To add a new folder

  1. Right-click your project name and select New Folder. Create a new folder.
  2. Right-click the folder and select Subversion | Add.
  3. To commit changes right-click the folder again and select Subversion | Commit.

To add a new model to project

  1. Right-click the project name or folder name and select New Model.
  2. Right-click the model name and select Subversion | Add. Confirm it by Subversion | Commit.

Other Files in Project

You can add also *.doc, *.xls and other file formats to your projects (check them out from subversion etc.) Toad Data Modeler allows you to open them from the Application View.

To open an existing file

Right-click the file name in the Application View and select Open File.

Sample User Defined Structure of Custom Project with Version Control System

Legend

Direct Comparison

To compare any two revisions of the same model:

  1. In Application View, locate your Model tracked by SVN and open History Browser either from toolbar, or context menu (Subversion | History).

  2. In History Browser, select two of the available revisions and click either on Compare Revisions or Generate Change Script button on the toolbar.

  3. In the opened dialog, you can see the differences between the models.

  4.  You can now choose an action depending on the button you have clicked on before:
    • Compare Revisions - a comparison report can be generated by clicking the Report button.
    • Generate Change Script - finish the comparison to generate a change script.

Version Manager

Version Manager allows you to create projects, add models (logical models, physical models) and other files (e.g. text files, images etc.) to your projects, create versions and revisions etc.

Toad Data Modeler allows you to create unlimited number of projects.

Note: The version manager is meant to be used by single user only, multiple user collaboration is not supported. Please see Subversion section to learn how to set up multiple user collaboration environment.

To open Version Manager

  1. Enable Expert Mode: select Settings | Options | General | select the Expert Mode checkbox.
  2. Click on the toolbar (or select Expert Mode | Version Manager).

Version Manager window is a place from where you can access all files stored in Version Manager.

TIP: You can open several instances of Version Manager, e.g. for each project.

 

What Is a Project?

Project is a group of models and other files that logically match together although they are not of the same origin (physical data model, document file, image etc.).  

Example: You have created a project for Company "X". This project contains various models (LER, PER models) and some other files (text files, images etc). The models are models of different databases and have a different number of versions/revisions. Nevertheless, all these models and files logically match together - all of them relate to Company "X".

As stated above, projects can contain models as well as other files of any type (e.g. any documentation to models, text files, images, other programs...) Nevertheless, Toad Data Modeler is not able to work directly with such files. It can only call appropriate programs or allows you to view them only (see the Show Version (only to read) option).

Projects and Files in Version Manager

There are several ways how to create a project and add files to it:

  1. Create a new project from scratch (plus possibility to add several files to the project at one jump. - It is recommended when you store all files that you want to add to the new project in one directory.)
  2. Create a new project while adding an ER Diagram to the project. - It is recommended when you want to add a single Toad Data Modeler model to a new or already existing project.
  3. Add a single file to already existing project additionally (no matter if it is a model, text document, screenshot etc.).
  4. Summary - Add a model and file to already existing project.

A. Create a New Project from Scratch

  1. Click on the toolbar.
  2. Right-click the Local Server item and select Add Project.
  3. Define properties of the project (see the following details).

General Tab

Description

Name

Define a project name.  

The project name has to carry out conditions for file names set in Windows, e.g. question mark "?" cannot be contained.

The project name will become a directory name on a disk. See the path where it will be created in the Settings menu | Options | Version Manager. The default path can be:

C:\Documents and Settings\user\Application Data\Quest Software\Toad Data Modeler\Installation Name\VersionManager\Server\Project\Project_Name.

All files created in Version Manager will be saved here until you change the path.

Note: Information on versions (and their relations to other versions and revisions) are saved by default to another file. Possible path is: C:\Documents and Settings\userName\Application Data\Quest Software\Toad Data Modeler\Installation Name\VersionManager\Server\projects.xml

Again, you can change the path in the Settings menu.

Load Files in

Directory

Uncheck (or not to select) this option to create a new project and let it be empty.

 

Select this option to enable the Directory box. Click the icon on the right to define a path to a directory with files that you want to add to the project. All files stored in the directory will be added to the project automatically.  Sub-directories will be ignored.

Description Tab You can enter the project description here.
  1. If you want to add a group of files to this project, follow the next steps 5 and 6.

You already need to have all the files stored in one directory.

  1. Select Load Files in Directory and click the small icon on the right. Find a directory where files that you want to add to the project are stored.
  2. Confirm OK to load all files stored in the directory to the project.

 

B. Create a New Project + Add an ER Diagram to the Project

  1. Create a new model or open an existing one.
  2. Click on the toolbar (or Expert Mode | Version Manager | Add to Version Manager) to open the New Version Location dialog.
  3. If no project exists on your local server, click Add Project. (And follow step 4.)

If the project where you want to add the model exists on your local server, simply select it and click OK to add the model to the project.

  1. The New Project dialog opens. Define a name and description of your project.
  2. Press OK to confirm and turn back to the New Version Location dialog.
  3. Select the new project and confirm OK to add the model to the project.
  4. The Check Outmessage displays and you are prompted to define a path where your file should be checked out
  5. Confirm OK. The file doesn't exist and therefore will be created.
  6. Click Yes. See the Version Manager now. 
 

C. Add a Single File to Existing Project

  1. Click on the toolbar to open Version Manager.
  2. Right-click the selected project and click Add File to display a File browser.
  3. From the Files of Type box, select the appropriate type, find the file and confirm Open.
 

D. Summary - Add a Model and File to Existing Project

Model: Open the model and simply click on the toolbar. Select a project and confirm OK. (See B.)

Model or any other file: In Version Manager, right-click the selected project and click Add File, find the file and confirm Open. (See C.)

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