Create SharePoint Connections
Toad allows you to connect to SharePoint via OData service to view and query SharePoint lists as tables. Toad supports SharePoint 2010 and 2013. You can also create a connection to SharePoint Online.
After creating a connection, see About SharePoint Data Sources for more information.
Note: This feature is available in the Toad Data Point Professional Edition only.
To create a SharePoint connection
- Click
on the Connections toolbar (ALT+F+N).
- Select SharePoint from the Group list.
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Enter the connection information in the Create New Connection dialog. Review the following for additional information:
URL Enter the full URL address to the SharePoint OData service endpoint for the SharePoint site to which you want to connect.
The URL address should have the following format:
http://<servername>/_vti_bin/listdata.svc
Authentication Select the type of authentication to use for this connection. Toad offers two options:
- Basic Authentication
- Active Directory Universal with MFA
The required login fields will be enabled or disabled according to the authentication type that is chosen.
Username For SharePoint—Enter your Windows user name to use when connecting to this SharePoint site.
For SharePoint Online—Enter the user name to use when connecting to this instance of SharePoint Online.
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your connection in Tools | Options| Environment | Security.
SharePoint Online Select this option if creating a connection to a SharePoint Online instance. Category (Optional) Select an existing category or create a new one. Note: In NoSQL and Business Intelligence connections, Toad automatically saves the password in the connections.xml file as obfuscated text, as well as in Toad. To add additional password security, use Toad's Master Password feature.
- Click Connect to connect immediately while saving the connection information. Optionally, click Save to save the connection without connecting.
- Upon creating an initial connection, Toad automatically maps the data source objects. This process runs in the background, and until it is finished, you may experience a delay when attempting to access these objects.
Tips:
- Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory link in Help | About.
- You can specify a proxy server to use for Business Intelligence and NoSQL connections at Tools | Options | Database | Data Services.
SharePoint Connections with Multi-factor Authentication
To create this type of connection to SharePoint, Active Directory Universal with MFA needs to be selected from the Authentication field dropdown.
The next step is to enter a user name which has been configured for multi-factor authentication and click on Connect.
Toad Authentication Window will appear allowing you to select either Windows Authentication or AzureADTrust for the type of credentials which will be used for the connection.
The step that follows will enable you to select a user from the list or add another one by clicking on Use another account.
After that, you will be prompted to enter your credentials and depending on the type of authentication that the account has been configured with, you will undergo an additional authentication step, such as the one in the image below.
After completing the final authentication step, a successful connection to SharePoint will be made.
Limitations of SharePoint connections with Multi-factor Authentication
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Publishing Snapshots, Views, Automation scripts, and Workbooks to Toad Intelligence Central cannot be performed when using Active Directory Universal with MFA type of authentication.
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Setting a default SharePoint connection in Tools|Options|Environment is currently available only for Basic Authentication
Create Google Analytics Connections
Toad allows you to create connections to your Google Analytics data. A connection in Toad allows you to access the Google Analytics accounts and data that are available to you from your Google user account.
If you have multiple Google user accounts, you can create a separate Google Analytics connection in Toad for each account. For an explanation of Google accounts, see the following: https://developers.google.com/analytics/resources/concepts/gaConceptsAccounts
After creating a connection, see About Google Analytics Data Sources for more information about working with this data source.
Note: This feature is available in the Toad Data Point Professional Edition only.
About Google Analytics Connections
When you create a Google Analytics connection in Toad, you log in to Google using your Google account. During the connection creation process, you also grant Toad access to the Google Analytics data accessible from that Google account.
Toad provides you with an interface to the Google log-in and authorization pages and displays these pages within the Create New Connection (and Connection Properties) dialog. The Google pages displayed are independent of Toad. The log-in process is the same as you normally encounter with your other Web-based Google log-in procedures. The only difference is that by creating a connection in Toad, you are giving Toad permission to access your Google Analytics data. This is accomplished when you click Accept in the Google authorization page.
To create a Google Analytics connection
- Click
- In the Group list, select Google Analytics. The Google log-in page immediately displays within the Create New Connection dialog.
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Enter the credentials (email address and password) for your Google account and click Sign in.
Note: If you have multiple Google accounts and have previously logged in to Google (or connected through Toad), the Google log-in page may display the last Google account used. To specify a different Google account for the new connection, use the Google links/menu to select another account.
- (optional) You can enter a name for your new account and select a category. You can also make these modifications later using the Connection Properties dialog.
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In the Google authorization page that displays, click Accept to allow Toad access to your Google Analytics data. Toad then attempts to establish a connection to Google Analytics. If the connection is successful, the Create New Connection dialog closes.
- Upon creating an initial connection, Toad automatically maps the data source objects. This process runs in the background, and until it is finished, you may experience a delay when attempting to access these objects.
Reauthorizing a Connection
If you encounter an error message when attempting to connect using your Google Analytics connection, Toad's authorization (access) to the Google account for that connection may have been lost. Use the following procedure to re-establish authorization for the connection.
You can also use this procedure to specify a different Google log-in account for a connection.
To Reauthorize
- In the Navigation Manager, disconnect from the connection. You must disconnect before you can re-authorize.
- After disconnecting, right-click the connection and select Properties.
- In the Connection Properties dialog, click Reauthorize.
- If you are no longer logged in to Google, the Google log-in page displays.
- To reauthorize using the same Google account, re-enter your Google account credentials and click Sign-in. Then click Accept on the authorization page.
- To specify a different Google account for this connection, use the Google links to switch the account just as you normally would in the Google Web site. Once you specify a different account, this is the Google account associated with this connection in Toad. Click Sign-in. Then click Accept on the authorization page.
- If you are still logged in to Google, the Google page for granting Toad access to your Google Analytics data displays.
- To reauthorize using the same Google account, click Accept.
- To specify a different Google account for this connection, use the Google menu or links to switch the Google account just as you normally would in the Google Web site. Once you specify a different account, this is the Google account associated with this connection in Toad. Click Sign-in. Then click Accept on the authorization page.
- If you are no longer logged in to Google, the Google log-in page displays.
Notes:
- The instructions provided here are based on the Google Website's workflow for the account log-in and the application authorization procedures that were in place at the time of this Toad Data Point release.
- See Set Connection Categories for more information about creating connection categories.
- You can specify a proxy server to use for Business Intelligence and NoSQL connections at Tools | Options | Database | Data Services.
Create Hive Connections
Toad allows you to connect to a Hive data warehouse system. Apache Hive is one of the NoSQL data sources supported by Toad.
See also, About Apache Hive Data Sources.
Note: This feature is available in the Toad Data Point Professional Edition only.
To create a Hive connection
- Click
- Select Apache Hive from the Group list.
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Enter the connection information in the Create New Connection dialog. Review the following for additional information:
Server tab
Host
Enter the host name or IP address of the Hive data source. Port
Enter the port number. Schema
Enter a Hive schema to open upon connection.
(HiveServer2 only) After connecting, you can select a different available schema in the Object Explorer.
Server type
Select the version of HiveServer the host uses, HiveServer1 or HiveServer2. Use SSL
(HiveServer2 only) Select to use SSL to connect to Hive. HTTP mode
(HiveServer2 only) Select to connect to HiveServer2 running in HTTP mode. Then enter the service endpoint. The default is cliservice.
Session Initialization
(HiveServer1 only) Enter any Hive session initialization commands.
These commands will be executed once, at the start of each connection.
Category
(Optional) Select an existing category or create a new one. Authentication tab (HiveServer1) Connect with SSH
Select to use SSH to connect to Hive. Then enter a user name and select an authentication method (key file or password). SSH user
Enter the user name to log in when using SSH. SSH port
Select the SSH port number. The default is 22. Authenticate with a key file
Select if the host uses a key file to authenticate the SSH user field.
Private key path—Enter the absolute path (including file name) to the private key file on the host (not the client).
Pass phrase—Enter your passphrase.
Authenticate with a password Select if the host uses a password to authenticate the SSH user field.
Password—Enter the password to log in using SSH.
Authentication tab (HiveServer2) Authentication Select an authentication method.
To enter only a user name, select the Username and password method.
Username Enter the user name to use for this connection.
If using Kerberos authentication, enter your user name in the following format: user@REALM or domain\user.
Hive host realm (Kerberos only) Enter the Kerberos realm of the HiveServer2 host.
Note: If necessary, contact your IT department to obtain this information.
Before you can successfully connect to Hive using Kerberos authentication, the Toad client computer must have a Kerberos Key Distribution Center (KDC) address entry for the Hive host realm. To define the KDC entry, use the following procedure.
Open a Windows Command Prompt as Administrator and enter the following command:
ksetup /addkdc <REALM> <KDC name>
You only need to run this command once for the given realm. To confirm the setting, enter the following command: ksetup. This command should return both the name of the Hive host realm and the KDC name you specified.
Hive host FQDN (Kerberos only) Enter the fully-qualified domain name (FQDN) of the HiveServer2 host.
Note: If necessary, contact your IT department to obtain this information.
Service name (Kerberos only) Enter the service name of the Hive server. The default is hive. Note: In NoSQL and Business Intelligence connections, Toad automatically saves the password in the connections.xml file as obfuscated text, as well as in Toad. To add additional password security, use Toad's Master Password feature.
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Click Connect to connect immediately while saving the connection information. Optionally, click Save to save the connection without connecting.
- Upon creating an initial connection, Toad automatically maps the data source objects. This process runs in the background, and until it is finished, you may experience a delay when attempting to access these objects.
Tips:
- Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory link in Help | About.
- You can specify a proxy server to use for Business Intelligence and NoSQL connections at Tools | Options | Database | Data Services.
Create Intelligence Central Connections
Toad allows you to create a connection to a Toad Intelligence Central server.
The purpose of Toad Intelligence Central (TIC) is to give Toad Data Point users a place to store and share data. After creating a connection to an Intelligence Central instance, not only can you view data that is made available to you, you can publish data from other sources in the form of snapshots, views, and datasets.
Note: This feature is available in the Toad Data Point Professional Edition only.
About Toad Intelligence Central Connections
To create a new TIC connection, you must provide the TIC server name and then register with TIC by creating a new user account for yourself. The new user name and password will be used by TIC to identify you from among the group of TIC users and to manage the objects you create and are granted access to on the TIC server.
A TIC connection displays
To create an Intelligence Central connection
- Click
- Select Intelligence Central from the Group list.
- Select the Register New User tab.
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Register New User. Use this tab to register with Intelligence Central by creating your own account (user name and password). Review the following for additional information:
Note: If you are creating a connection to a Intelligence Central instance for which you already have a user account, do not fill in this tab again. Skip ahead to the next step (Login tab).
Register New User Use Windows Authentication Select to create a new user account using your Windows credentials. Toad automatically populates the fields with your account information.
Host
Enter the name of the Intelligence Central host server. Click to display a list of Intelligence Central servers currently active on the network.
User Name
Create a new user name for this connection.
This is the name you will be logged in with. The objects you create will be linked to this user name. All your TIC rights (like sharing) will be linked to this user name. This user name will display
username@server
Note: User names must be lower case only. When you enter a user name, all upper-case characters are automatically converted to lower-case.
Password
Create a password.
Verify Password
Re-enter the password to confirm. Full Name
Enter your full name.
This name, along with your user name, displays on the Sharing tab of the Publishing dialog and in the Alter Visibility dialog. Your full name will help users identify you when they select users with which to share an object.
Email Address
Enter your email address. Port
Enter the port number for the App Server. -
Login as Existing User tab. Use this tab to create a new connection to a TIC server for which you already have a user account. (When you open an existing connection, this tab displays your user account information.)
Login as Existing User Host
Enter the name of the Intelligence Central host server. Click User
Enter an existing server user name. Password
Enter the existing password for the user name. Data Source
(Optional) Enter the name of a default data source to open upon connection. Port
Enter the port number for the App Server. Category
(Optional) Select an existing category or create a new one. -
Advanced tab. (Optional) Use the Advanced tab to specify ODBC drivers to use when publishing to this TIC server.
Note: Specify an ODBC driver only if you are having difficulty publishing to this TIC instance from a particular database type.
Advanced ODBC Drivers
Specify an ODBC driver for each database type that you are having difficulty publishing from. That ODBC driver will be used when publishing from this database type using this connection.
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(Optional) Select Save Password to save your password with this connection.
Note: This option is disabled if Toad was installed with Prohibit saving passwords selected.
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Click Connect to connect immediately and save the connection information. Optionally, click Save to save the connection without connecting.
To change your Intelligence Central user password
You can change your password for your Intelligence Central user account at any time.
Note: You cannot use this procedure to change the password for a Intelligence Central account that uses Windows Authentication.
- In the Navigation Manager, right-click the Intelligence Central connection and select Change Password.
- Enter the old password and then enter the new password. Enter the new password a second time to confirm.
To switch your TIC user account to a Windows Authentication account
You can switch your current Intelligence Central account to a Windows Authentication account if both accounts have the same user name.
- In the Connection Manager, right-click your current TIC account connection and select Properties.
- In the Register New User tab, select Use Windows Authentication. Toad prompts you to switch your account.
Limitations of Using Windows Authentication
| Consideration/Limitation | Description |
|---|---|
| Windows Authentication connection and cross-connection query |
Cross-connection query using a Windows Authentication Intelligence Central connection is not supported. Workaround: To use an Intelligence Central connection in a cross-connection query, log-in using a standard Intelligence Central user account, not a Windows Authentication account. |
| Publishing data objects from a Windows Authentication connection is not supported |
You cannot publish a data object (view or snapshot) from one Intelligence Central instance, TIC1, to another, TIC2, if you are connected to TIC1 using Windows Authentication. Workaround: To publish a data object from Intelligence Central, please connect to TIC using a standard Intelligence Central user account, not a Windows Authentication account. |
Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory link in Help | About.