Toad Data Studio 1.0 - Installation Guide

Create a Connection to Intelligence Central

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 Studio 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. See About Toad Intelligence Central for more information.

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 in the Navigation Manager in the format: username@server. The username is the name of the new user you create when you create a new TIC connection.

To create an Intelligence Central connection

1. Click on the Connections toolbar (ALT+F+N).
2. Select Intelligence Central from the Group list.
3. Select the Register New User tab.

4. 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. See Limitations of Using Windows Authentication.
   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 in your connection in the Navigation Manager in the format: 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.

5. 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 to display a list of Intelligence Central servers currently active on the network.
   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. See Set Connection Categories for more information.

6. 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.

7. (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.

8. 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.

1. In the Navigation Manager, right-click the Intelligence Central connection and select Change Password.
2. 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.

1. In the Connection Manager, right-click your current TIC account connection and select Properties.
2. In the Register New User tab, select Use Windows Authentication. Toad prompts you to switch your account.

Limitations of Using Windows Authentication

Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory link in Help | About.