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Toad Intelligence Central 5.5 - Deployment Guide

Welcome to Toad Intelligence Central Install Toad Intelligence Central License Toad Intelligence Central Connect to Toad Intelligence Central Add New Users and Groups Manage Users and Groups Email Notifications Misc Administrator Activities Manage Objects Manage Folders Object/Folder Manager Privileges Reports Health Check Dashboard Support Bundle Server Maintenance Upgrade Toad Intelligence Central Uninstall Toad Intelligence Central About Us

Specify Visibility and Manage Privileges

Users with Manage privileges to an object can modify the object's Visibility/Sharing and Manage privileges. See Manager Privileges for additional information.

To modify visibility and manage settings for a secured folder, see Specify Visibility, Manage and Publish Privileges for Folders.

Specify Visibility Privileges

You can modify the Visibility/Sharing options for an object to which you have Manage privileges.

To alter Visibility for an object

  1. In the Web Console, click Home.
  2. Select an object to display details.
  3. In the Details pane, click Visibility to open the Alter Visibility dialog.

  4. Select to either keep the object private, make it public, or share it with a list of users you specify. Review the following for additional information.

    Sharing Option Description

    Keep this data private

    Select to keep the object private.

    Share this data with any user

    Select to make the object public.

    Allow any user to manage this object—Select this option to grant Manage privileges to all users.

    Share this data with selected users and groups

    Select this option to make the object available to a list of users you specify. Then add users and groups to the right pane. You can include both individual users and groups.

    Manage—Select this option for each user (or group) to which you want to grant Manage privileges.

Note: When privileges are assigned to a group, a new member added to the group is automatically assigned the privileges of the group. When the user is removed from the group, any rights associated with that group are removed for that user. A user is given the highest level of privileges applied to them, whether it is as an individual user or as a member of a group.

Specify Manager Privileges

You can modify the Manage privileges for an object to which you have Manage privileges.

To modify Manage privileges for an object

  1. In the Web Console, click Home.
  2. Select an object to display object details.
  3. In the Details pane, click Managers to open the Alter Visibility dialog.
  4. Select a Manage option based on the specified Visibility setting:
    Visibility Setting Manage Option
    Share this data with any user Allow any user to manage this object—Select this option to provide manage privileges to all users.
    Share this data with selected users Select the check box in the Manage column for each user (or group) to which you want to grant Manage privileges.

Users with Manage privileges to an object can do the following (unless the object is locked):

  • Lock the object
  • Delete the object
  • Modify the object's sharing options
  • Modify the object's manage options
  • Rename the object
  • (Automation script) Change user account for script execution
  • (Snapshot) Refresh snapshot or modify refresh schedule
  • (Automation script) Modify schedule
  • (View or Automation script) Modify variable default value
  • Change a shared key password
  • Change Authentication key type

Automation Scripts

Prerequisites for Automation Script Execution

If the 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.

If the 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 for the macro to successfully execute.

Change Account Used for Script Execution

Automation scripts execute in Intelligence Central under a user account. Users with the Administrator role can change the account under which a script executes.

  1. From the Home page, select an Automation script to display the Details pane.
  2. In the Details pane, click Credentials to open the Alter Credentials dialog. See Alter Automation Script Credentials for more information.

Note: Beginning with Toad Intelligence Central 5.1.5 Toad would add the user account that executes automation scripts to a new OS (Windows server) group called TIC Automation. This new group’s permissions are similar to normal Users group with some additional permissions necessary to execute automation scripts. Toad Application Server (ToadBIAppServer), is the service that triggers execution of Toad Data Point Automation Scripts in Toad Intelligence Central, its default login is Local System account.

If the login is changed from Local System account to another account , e.g. a domain user that belongs to the Windows Administrators group, the following change is needed:

  1. Open Windows Control Panel | Administrative Tools | Local Security Policy | Local Policies | User Right Assignment
  2. Double-click Replace a process level token and click Add User or Group button to input that account that would be the login for the ToadBIAppServer

Alter Script Credentials

An Automation script running in Intelligence Central runs under a specified user account. Initially, this run account is specified at the time the script is published. After the script is published, you can use the Alter Credentials dialog to perform the following tasks:

  • Change the account under which the script runs
  • Change the password for the current run account

Only users with the Administrator role or with Manage privileges to the Automation script can change the account under which the script runs.

Alter Automation script user account

  1. In the Web interface, click Home.
  2. Select an Automation script to display object details.
  3. In the Details pane, click Credentials to open the Alter Credentials dialog. Select one of the following:
    • Specify user to execute automation script—Select to specify a Windows user account. Then enter account credentials.

    • Use default user to execute automation script—Select to use the default user account, which is the account under which the Toad Intelligence Central App Server is currently running.

      For best results when using the default user (App Server) account to run scripts, give this account all the necessary permissions to successfully execute the scripts. Normally, the Intelligence Central App Server uses the server's Local System user account.

    To limit the script run time, enter a maximum run time in Script execution limit.

  4. If you want to change the password for the current run account (if Windows user account), enter the new password and click Save. This action updates the password for each script that runs under this user account.

 

Alter Authentication

Use the Alter Authentication dialog to set your personal authentication key, to update keys when your remote data source password changes, or to change authentication key type for a view.

You can use the Alter Authentication dialog to perform the following tasks:

  • To set your personal authentication key—You are required to authenticate the first time you attempt to download a view that was published with a personal key. Enter your personal login credentials to access the remote source.
  • To change your personal authentication key password—If your password changed for a remote data source, you must also change the password in your authentication key.
  • To change a shared key password—If the password changed for the shared account in the remote data source, you must also change the password for the shared authentication key. Users with Manage privileges can modify a shared key.
  • To change personal key to shared key— Change the type of key applied to an object from personal to shared. All personal keys are removed. Users with Manage privileges to the object can change the authentication key type.

  • To change shared key to personal key— Change the type of key applied to an object from shared to personal. After the personal key is applied, users with which the object is shared are required o set a personal key by providing personal login credentials to the remote source. Users with Manage privileges to the object can change the authentication key type.

    Note: This action is not available for snapshots. You can apply only a shared key to a snapshot.

To modify Authentication

  1. In the Web interface (Web server), select the Home page.
  2. Select an object to display object details.
  3. In the Details pane, click the link in the Source field. If the object has multiple data sources, multiple links are displayed. Select a link to open the Alter Authentication dialog.
  4. In the Alter Authentication dialog, select the data source for which you want to modify authentication.
  5. (Views) To set your personal key, enter your login credentials for the remote data source.
  6. If you are updating your password, enter the new password.
  7. (Views) To change a personal key to a shared key, select Share authentication.

  8. (Views) To change a shared key to a personal key, clear the Share authentication check box.

    Note: This option is not available for snapshots. You can apply only a shared key to a snapshot.

  9. (Views) Apply this to other view objects for this source that need authentication—If setting your personal key, select this option to apply these credentials to other views sourced from this data source with a personal key that also require authentication.

    TIP: If your password changed for a remote data source, you must also change the password in your personal authentication keys. If you are using the Alter Authentication dialog to change a personal authentication key password, select this option to apply the change to all applicable views.

    Specify this option separately for each data source in the drop-down list.

    Note: This option is disabled for a shared key.

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