Toad Intelligence Central 5.3 - Deployment Guide

Install Toad Data Point and ODBC Drivers

When Toad Data Point is used to publish objects and Automation scripts to Toad Intelligence Central, ensure the following requirement is met.

Install Toad Data Point on the same host computer as Toad Intelligence Central.

Beginning with Intelligence Central 3.0, if the Toad Intelligence Central Server Installer is used, Toad Data Point and applicable ODBC drivers are automatically installed immediately following the Intelligence Central installation. This ensures compatibility of features and drivers for objects published through Toad Data Point and is required in order for Toad Data Point Automation Scripts to execute on Toad Intelligence Central.

In addition, if Toad Data Point is used to publish Automation scripts to Intelligence Central, ensure the following requirements are met (if applicable).

Does the Toad Intelligence Central server have access to an email SMTP port?

If an Automation Script scheduled to execute on the Toad Intelligence Central server includes an instruction to send an email then in order for that email to be sent, the Toad Intelligence Central server must have access to an email SMTP port.

Is Microsoft® Excel® installed on the Toad Intelligence Central host computer?

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. Other Automation script uses of Excel do not have this requirement. For example, Excel is not required to execute an Automation script that exports to Excel.

Authenticated Proxy Server Connections

The following is required if the host on which the Toad Intelligence Central server is installed connects to the Internet via a proxy server and the proxy server is authenticated. Execute this SQL statement after the Toad Intelligence Central server is installed.

INSERT INTO hub_information_schema.hub_proxies VALUES ('http', 'http://proxyAddress:proxyPort/', 'username', 'password');

Use Virtual Disk in VM Installation

If you plan to install Toad Intelligence Central in a virtual machine (VM) environment, and you require more space than is available, you might choose to utilize a virtual disk (VMDK) to store the Toad Intelligence Central Data Files Folder.

Create the virtual disk and mount a drive on the VM to the virtual disk (if remote) prior to installing Toad Intelligence Central. Then during installation, specify the virtual disk as the location for the Data Files Folder.

The following procedure describes how to add a virtual disk for a VMware® virtual machine.

Add new virtual disk (VMDK) to VMware VM

1. Open the VMware virtual machine.
2. Select the virtual machine and select VM | Settings.
3. Select the Hardware tab.
4. Click Add.
5. In the Add Hardware Wizard, select Hard Disk and click Next.
6. On the Select a Disk page, select Create a new virtual disk. Click Next.
7. On the Select a Disk Type page, use the defaults. Click Next.
8. On the Specify Disk Capacity page, enter a value for the disk size. Select Store virtual disk as a single file. Click Next.
9. On the Specify Disk File page, specify a location for the virtual disk file. Click Browse.
   1. Specify the remote server address, if creating the disk on a remote server.
   2. Enter a file name.
   3. Click Open.
10. After adding the virtual disk, you must initialize it.
    1. In the VMware virtual machine, go to Computer Management | Storage | Disk Management.
    2. Initialize the uninitialized virtual disk.
    3. After it is initialized, right-click the disk and select New Simple Volume.
11. The new virtual disk should now be listed under Drives on the computer where it is located.

Deploy Intelligence Central in Microsoft Azure

The following methods are available for deploying Toad Intelligence Central in Microsoft Azure:

• Deploy Toad Intelligence Central from Azure Marketplace as a pre-installed application.
• Install Toad Intelligence Central in your virtual machine environment in Azure.

Deploy Intelligence Central from Azure Marketplace

Toad Intelligence Central is now available in the Azure Marketplace. This pre-installed offering provides a quicker, more-simplified deployment of Intelligence Central. If you do not need to customize your installation, this method might be preferable to manually installing Intelligence Central in a new or existing Azure VM.

To locate Toad Intelligence Central in the Azure Marketplace, go to Microsoft Azure Marketplace and search for Quest Toad Intelligence Central.

To deploy Toad Intelligence Central from Azure Marketplace

1. From the Azure Portal home page, click Create a resource and then Search the Marketplace for Toad Intelligence Central.
2. Select Toad Intelligence Central and then click Create.
3. On the Create a Virtual Machine page, select the desired options to create a virtual machine with a Toad Intelligence Central image pre-installed. Some options are pre-configured. Some options are customizable.

Install Toad Intelligence Central in Azure

Use these guidelines to help you set up and install Toad Intelligence Central in your own virtual machine environment in Microsoft Azure. Use this manual method if you have any of the following requirements:

• If you must customize your installation, such as specifying a custom location for the Toad Intelligence Central Data Folder or modifying a port number.
• If you must use a version of Toad Intelligence Central other than the one available through Azure Marketplace.

To install Toad Intelligence Central in Azure

1. Go to the Microsoft Azure portal at https://portal.azure.com and log in.
2. Create a resource on Azure. It is recommended to use Windows Server 2016 VM.
   1. On the Microsoft Azure home page, click Create a resource.
   2. Click Windows Server 2016 VM. If the option is visible, select the Get started category in the left pane to display the Windows Server 2016 VM option in the right pane.
3. Enter the basic information in the Create Virtual Machine page. Review the following for additional information.
   • Subscription—A Windows Azure subscription grants you access to Windows Azure services and to the Windows Azure Platform Management Portal. This shipped with your Azure account.

   • Resource group—A resource group is a collection of resources that share the same life cycle, permissions, and policies.

     Select Use existing to select an existing resource group or select Create new to create a new one.

4. Click Size in the left pane to select a size for the VM. It is recommended to select at least 8 GB of memory.
5. Click Settings in the left pane to configure optional features. Review the following for additional information.
   • High availability—None.
   • Storage use managed disks—Yes.
   • Network—You can use an existing virtual network in your subscription or create a new virtual network automatically by default.
   • Public IP—Static. If assignment is dynamic, the IP address may change after restart.
   • Network | Network security group—If you select Basic, add RDP (3389) to the public inbound ports list to enable remote access to the Windows Server virtual machine. If you select Advanced, create a new network security group or use an existing security group.
6. Specify the remaining settings:
   1. Auto-shutdown—Off
   2. Monitoring | Boot diagnostics—Disabled
   3. Monitoring | Guest OS diagnostics—Disabled
   4. Managed service identity—No
   5. Backup—Disabled
7. Click Create to deploy the VM. The virtual machine takes a few minutes to deploy.
8. After deployment is successful, connect to the virtual machine using the RDP file.
9. When prompted, enter credentials using the user name and password you created when you configured the basic settings in step 3.
10. After logging in to the virtual machine, go to the Properties page for the local server (Server Manager\Local Server) and set IE Enhanced Security Configuration to Off .
11. Install Toad Intelligence Central. See Install Toad Intelligence Central for further instructions.
12. If you intend to access the Intelligence Central service locally from the same virtual machine, you must configure the network security group.
    1. Return to the deployment page for your virtual machine in the Azure portal. Then go to Settings | Networking.

    2. Add the Application server port and the Web server port to the inbound port rules list and the outbound port rules list.

13. Update Windows Firewall rules on the virtual machine.

    1. Open Windows Firewall with Advanced Security (or run wf.msc).
    2. Create a new inbound rule. Select Port and click Next. Select Special local ports and enter 80, 8066, 3566. Click Next. Select Allow the connection and click Next. Select these three options for applying the rule: Domain, Private, and Public. Click Next. Enter a name for the new rule and click Finish.