Toad Data Point 5.3 - Installation Guide

Get a Published Toad Document

With Toad you can edit a Toad document stored in Toad Intelligence Central (TIC) and then re-publish the Toad document back to the same TIC instance. To edit a Toad document stored in TIC, you must have Manage privileges to the object. See Specify Sharing and Manage Privileges for Objects.

You can also copy a Toad document from Intelligence Central and save it locally as a new file, or you can re-publish it as a different TIC object.

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

To edit a published Toad document (except Import/Export templates)

1. In the Object Explorer, select the Toad document and click , or right-click the document and select Operations | Get File.

2. If the Toad document contains connections that are not currently defined in your Connection/Navigation Manager or that require you to enter your credentials, the Connections dialog opens.
   • In the Connections dialog, enter your credentials or define a new connection. You can also select a different connection. Click Connect. If the document contains multiple connections that require defining, a separate Connections dialog opens for each connection.

3. The document opens for editing in a Toad window. Edit the document.

   Note: With this action you actually get a temporary copy of the file locally. While you edit it, other users can modify and re-publish over the original file on TIC. You can lock the original file (Operations | Lock Object) to prevent re-publishing.

4. When you are finished editing, click Publish File in the Wizard bar. Toad saves your changes and opens the Publishing dialog.
5. You can modify the publishing options that are enabled. See Publish to Toad Intelligence Central for option descriptions.
   • If you want to publish the document as a new object in TIC, enter a new name.
   • If you do not have manage rights to the document, you cannot overwrite the object. You can save it as a new object by entering a new name.
6. Click Publish in the dialog to re-publish the Toad document.

To copy a published Toad document (except Import/Export templates)

1. In the Object Explorer, select the Toad document and click , or right-click the document and select Operations | Get File. The document opens in a Toad window.
2. Click File | Save File As and select a location in which to save the copy.

Edit/Copy Import and Export Template Files

The procedure to edit (or copy) an Import/Export template differs slightly from other Toad documents. Import/Export templates open in the wizard instead of a Toad window. After editing a template, you must save it as a file and then re-publish. To save a template, use the Save template option within the wizard.

To edit a published Import or Export template

1. In the Object Explorer, select the Import/Export template and click , or right-click the template and select Operations | Get File.
   • If the Connections dialog opens, enter credentials or add the connection. You can also select a different connection.
   • If the template contains multiple connections that require defining, a separate Connections dialog opens for each connection.
   • If the template is an Import template that imports data from a file and the file does not exist, Toad prompts you to select a file.
   • If the template uses a Query file and the file is missing, Toad informs you. When you edit the template, select a new Query file.
2. The template opens for editing in its corresponding wizard. Make the desired edits to the template.

3. Save the edited template as a file by selecting the Save template option on the Save Settings as Template page. Then browse to a location. Click Finish to save the edited template and close the wizard.

   Note: If you do not select a new location, Toad saves the template to the Temp directory in your Application Data directory.

4. To re-publish your edited template, select Tools | Import Export Data | Publish Template.

   Then browse to and select the edited template file you saved in the previous step. The Publishing to Intelligence Central dialog opens.

5. In the Publishing dialog, overwrite the original object by selecting its server, folder, and name. Also, select Overwrite Existing Object.
   • Or you can publish the template as a new object by giving it a new name.
6. You can modify the remaining publishing options that are enabled. See Publish to Toad Intelligence Central for option descriptions.
7. Click Publish to re-publish the template file.

To copy a published Import/Export template

1. In the Object Explorer, select the Import/Export template and click , or right-click the template and select Operations | Get File.
   • If the Connections dialog opens, enter credentials or add/change the connection.
   • If the template is an Import template that uses a file for importing data and the file does not exist, Toad prompts you to select a file.
2. The template opens in its corresponding wizard. In the Save Settings as Template page, select a file name and location in which to save the copy. Click Finish.

Notes:

• While editing, you can click File | Save File As at any time to save a copy of the edited Toad document locally.
• You must be granted Manage privileges to a Toad document to edit it.
• You can only see Toad documents that have been shared with you through the object's Sharing (Visibility) option.
• The data is fetched when you open a Toad document (except Toad Editor Files, which save the data from previous executions).

Related Topics

Publish to Toad Intelligence Central

Publish Toad Documents to Intelligence Central