Toad Data Point allows you to easily create a connection to a PostgreSQL database using ODBC connectivity. You can connect with or without using a data source name (DSN).
Download and install the necessary ODBC driver to use for your PostgreSQL connection prior to creating the new connection in Toad.
Prerequisites
To create a successful ODBC connection, the architecture (bitness) of the driver in the specified DSN must match the architecture (bitness) of Toad. For example, 64-bit Toad requires an applicable 64-bit driver and 32-bit Toad requires an applicable 32-bit driver.
To create a PostgreSQL ODBC connection
Specify the remaining connection properties in the Create New Connection dialog. Review the following for additional information:
Note: Specify a user that has been granted SELECT privilege in pg_catalog schema.
General | |
Data source name |
Select the driver or data source name you added in the previous steps. |
User |
Enter the user name to use when connecting. |
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. |
Database |
Select a database or schema. Click |
Information |
|
Data Source Name |
Displays the selected driver or data source name. |
Driver |
Displays the ODBC driver associated with the data source. |
Advanced | |
Default Table Column |
Specify default options to use when creating a new table. Column type—Select the default data type to use when creating a table. Column length—For the selected column type, enter a default column length to use. |
Advanced Options |
Block Cursor Size—Specify the number of rows to return in a single fetch of data from the result set. Disable multi-threading—Multi-threading is disabled by default. Enable multi-threading only if supported by the driver. Multi-threading can improve performance, but can also result in unpredictable behavior if not supported by the driver. Default: Selected |
Category | (Optional) Select an existing category or create a new one. |
Click Connect to connect immediately while saving the connection information. Optionally, click Save to save the connection without connecting.
Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory link in Help | About.
Consideration/Limitation | Details |
---|---|
User must have pg_catalog privilege |
To use a PostgreSQL ODBC connection in Toad, the connecting user must have the SELECT privilege in the pg_catalog schema. This privilege is required as it enables viewing PostgreSQL objects in the Object Explorer, as well as other features and functionality in Toad. If you attempt to connect using a user account that does not have the SELECT privilege in the pg_catalog schema, you will encounter the following error message: "User's privileges are insufficient to connect using Toad." |
Tip | Description |
---|---|
Filter DSN by bitness |
To filter Data Source Names displayed in the New Connection dialog by the bitness of Toad, go to Tools | Options | Database | ODBC. |
Cache object metadata |
To cache object metadata for ODBC connections and retain it between sessions, go to Tools | Options | Database | ODBC and select to enable disk caching. Cached object metadata is retained until manually refreshed. |
Refresh object metadata |
To refresh object metadata for all ODBC connections, in the Object Explorer right-click an object and select Refresh All. Right-click an object and select Refresh Schema to refresh only objects in that schema. |
Feature | Description |
---|---|
Bypass schema/instance selection in SQL Editor |
For ODBC connections, in the SQL Editor you can bypass selecting a schema/instance and specify this information through the script instead. This is useful if your script executes SQL against multiple schemas. To use this method, select I will set schema/instance in the script from the schema/instance drop-down list in the SQL Editor window. Then specify the schema/instance through your script. Note: When this option is selected, some code completion features, object actions, and object information tool tips are unavailable for this SQL Editor window. |
Click here to view a video about creating connections in Toad Data Point
Toad allows you to connect directly to Salesforce.com, one of the business intelligence data sources supported by Toad. Toad supports authentication using either a Salesforce security token or single sign-on with your corporate credentials.
See also, About Salesforce.com Data Sources.
Note: This feature is available in the Toad Data Point Professional Edition only.
To create a Salesforce connection
Enter the connection information. Review the following for additional information:
URL |
Enter the Salesforce.com URL to which you want to connect. Note: An example is https://login.salesforce.com. |
Username |
Enter your email login. Note: You must have a Salesforce email login to create this type of connection to Salesforce.com from Toad. |
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. |
Security token |
Enter your Security Token provided by Salesforce. Note: You must have a Salesforce security token to create this type of Salesforce.com connection from Toad. See Important Notes about Salesforce Connections for more information. |
Category |
(Optional) Select an existing category or create a new one. |
To create a Salesforce connection using your corporate credentials (single sign-on), select the Corporate Credentials tab.
Enter your company's custom Salesforce URL. An example is https://company.my.salesforce.com or http://salesforce.servername.
Note: If you authenticate and request login to Salesforce through your company's server (e.g., http://salesforce.servername), you may need to contact your IT department to obtain the full URL to enter in this step.
If the Salesforce log-in page displays, enter your corporate credentials (user name and password) and click Log in to Salesforce.
Note: The Salesforce log-in page does not display when authenticating through your company's server.
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.
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.
Use the manual single sign on method when you want to create a Salesforce connection using your corporate credentials but you are having problems accessing Salesforce from Toad, for example, if Toad does not have access to the Internet.
Create a Salesforce.com connection - manual single sign-on
If you encounter an error message when attempting to connect to Salesforce using your corporate credentials connection, Toad's authorization (access) to Salesforce may be lost. Use the following procedure to re-establish authorization for the connection.
To Reauthorize
If the Salesforce log-in page displays, re-enter your corporate credentials.
Note: The Salesforce log-in page does not display when authenticating through your company's server.
Tips:
Toad allows you to create a native Snowflake connection, which provides you with a full-featured Object Explorer, Query Builder and SQL Editor.
Note: You must have a Snowflake ODBC driver 2.24.2 (or later) installed before a native connection is created.
To install the Snowflake ODBC Driver
Download and install the ODBC Driver from the Snowflake Web site.
Click on the Connections toolbar (ALT+F+N).
Enter the connection information in the Create New Connection dialog. Review the following for additional information:
Review the following for additional information:
General Tab | Description |
Host |
Enter the name of the server hosting the database to which you want to connect. |
Authentication |
There are four types of authentication that you can use to connect to Snowflake in Toad. The required Login fields will change according to the type of authentication you select. All the authenticators are located in a dropdown list:
|
User |
Enter the username for your Snowflake account |
Password |
Enter the password for your Snowflake account |
Token |
Enter your authentication token (Only visible when connecting via OAuth) |
Port |
The default port number for Snowflake is 443 |
Optional |
A connection can be made without providing this information |
Role |
Enter the user role that you would like to connect to |
Database |
Enter the name of the database you would like to connect to |
Warehouse |
Enter the name of the Warehouse you would like to connect to |
Click Connect to save the connection and immediately connect to the database.
or
Click Save to save the connection without connecting to the database.
When using SSO or MFA, there is a way to maintain continuous and secure connectivity without needing to enter login credentials for each connection attempt to Snowflake (as well as to prevent additional browser loading whenever a new module is started in Toad Data Point). To achieve this, check whether the correct parameters have been set in your account by executing the query below in your Snowflake cloud interface:
SHOW PARAMETERS IN ACCOUNT;
The output that will secure login credentials caching will have these values:
For SSO
allow_id_token = true;
For MFA
allow_client_mfa_caching = true;
If these values are set to false, then the following queries need to be executed:
For SSO:
ALTER ACCOUNT
SET allow_id_token = true;
For MFA:
ALTER ACCOUNT
SET allow_client_mfa_caching = true;
Note: If a Role or Warehouse isn’t chosen, the default settings from the Snowflake User account will be applied (it is considered best practice that a user sets a default Role and a default Warehouse in their Snowflake user account).
Tip: It is strongly advised to use only the Snowflake user account authentication when creating Automation scripts to avoid unnecessary workflow interruptions.
Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory link in Help | About.
Troubleshoot SQL Server® Issues
You can create a new connection, or connect to an existing connection from the Create New Connection window. See Troubleshoot SQL Server® Issues for more information about troubleshooting connection issues.
Click here to view a video about creating connections in Toad Data Point
Note: For SQL Azure connections:
Click on the toolbar (ALT+F+N).
Select Microsoft SQL Server or Microsoft SQL Azure from the Group list box.
Review the following for additional information:
Login Tab | Description |
Server name |
Enter the name of the server to use when connecting. Click Notes:
|
Authentication |
Select the type of authentication to use for this connection. You can connect to an Azure SQL database with Active Directory authentication. Client configuration is required. See https:// docs.microsoft.com/en-us/azure/sql-database/sql-database-aad-authentication-configure#configure-your-client-computers Note: You cannot create a SQL Azure connection using Windows Authentication. |
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. |
Category |
Select or create a category if you want to color code Editor tabs for a specific connection. This can help differentiate between development and production databases. You can also set an option to color code the Object Explorer pane and object editor windows (Create, Alter, Drop, etc.). |
Encrypt connection |
Select this option to enable encryption for the current connection provided that the certificate has been already installed on the server. |
Advanced Tab | Description |
Network protocol |
Select one of the following:
|
Parameter Name/Value |
You can add parameters to the connection. Toad includes the Application Name parameter with value Toad Data Point by default. |
OBDC driver |
Select an ODBC driver to use for this connection when creating cross-connection queries. Tip: You can specify the ODBC driver to use for all connections for this database provider in Tools | Options | Database | SQL Server. |
Click Connect to save the connection and immediately connect to the database.
or
Click Save to save the connection without connecting to the database.
Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory link in Help | About.
To import connections (including Central Management Server connections)
Specify the location where the connections currently reside.
Note: Review the following for additional information on CMS connections:
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