Toad Data Point 6.4.1

Welcome to Toad Data Point Understand Toad's Workflow

Create Amazon Redshift Connections Create ODBC Connections SingleStore ODBC Generic connection with Kerberos authentication and LDAP protocol Create Oracle Connections Create Snowflake Connections Create SQL Server Connections Create SharePoint Connections Understand Toad Connections Troubleshoot SQL Server Connections Create Databricks Connections Create Excel Connections Create CSV Connections

Understand

Determine the Best Method to Locate Objects Object Explorer Filter Databases and Objects Understand a Table Using the Database Explorer Search for Objects Create an Database Diagram to Use as a Query Template Browse Data in Related Tables

Query

Tutorial: Build a Query Visually Create Cross-Connection Queries Reverse Engineer Queries Build a Subquery Set Bind Variables Edit SQL Editor Shortcut Keys View Result Sets Compare Differences in Data Export Data with One Click Export Share Excel Linked Queries Publish Data to Intelligence Central

About Publishing Data Prepare to Publish Data Publish to Intelligence Central Specify a Destination Database Specify Default Variable Value Considerations and Limitations Publishing from Excel / Local Storage Troubleshooting

AI Ask – Enhanced Data Querying with AI

Report

Tutorial: Create a Toad Data Report Manage Reports

About Managing Reports DB2 Reports MySQL Reports ODBC Reports Oracle Reports SQL Server Reports

Publish and Share Reports

Automate

Getting Started with Automation Tutorial: Automate Excel Reports Automate Tasks Use Database Automation Activities Use File Automation Activities Use System Automation Activities Use Variables In Automation Execute/Schedule Automation Scripts

How to configure Toad to use Auth for sending SMTP Emails Import/Export Wizard support for CSV and Excel files stored to SharePoint Online server

Execute/Schedule Automation Scripts

You can execute automation scripts on demand from the Automation window or the Project Manager. You can also schedule scripts to run on a recurring basis at a specific time. For example, schedule a script that performs long-running tasks to run when database activity is light.

When you schedule a script in Toad, the Job Manager creates a Windows scheduling task. Scheduled scripts run in batch mode. If using another scheduling application, specify "-batch=true" in the command. This executes the script in non-visual (batch) mode. See the procedure below.

Tip: To learn about sharing and scheduling scripts in Toad Intelligence Central, see Publish Automation Scripts to Intelligence Central .

To execute a script from the Automation window

Click Run in the Wizard bar. The script is compiled and executes immediately.
To view the script's execution log, select the Log tab.
If you want to schedule the script, first resolve any problems that caused activities to fail or disable failed activities. An activity can be disabled from its Activity Info window.

Tip: To execute a script from the Project Manager, right-click the script and select Execute.

To schedule an automation script

With a script open in Automation, click Schedule in the Wizard bar. A Windows Scheduler task is created for the script and a task properties dialog opens.
To schedule the script, select the Triggers tab. Select the scheduling trigger for this task and click Edit.
In the Edit Trigger dialog, specify scheduling details. Click OK to save your changes and close the dialog.
To run the script when you are not logged on, in the General tab select Run whether user is logged on or not. Then enter your Windows credentials when prompted.
When finished, click OK to save your changes and close the task properties dialog. For detailed information about the task properties dialog, see Schedule Windows Tasks.

Note: To run a scheduled script against a password-protected database, the password must be saved in the Connection Properties dialog.

To execute a script in batch mode

To start Toad and execute a script in batch mode (non-visual mode), enter the following command and arguments:

<path to the toad.exe application> -batch=true “<path to Automation script>”

For example:

C:\Program Files\Quest Software\Toad Data Point 6.4.1\toad.exe -batch=true "<path\scriptfilename.tas>"

Notes:

Automation scripts are compatible with the version of Toad in which they are created. To learn how to upgrade your scripts and migrate scheduled tasks that were created in a previous version of Toad, see Upgrade Automation Scripts and Scheduling Tasks.
The Automation module is disabled if Toad was installed with the Prohibit saving passwords option selected.

How to configure Toad to use Auth for sending SMTP Emails

To configure Toad to use SMTP Emails, we need to get the main data from the following third parties:

Azure Portal where we register our application
O365 Admin Center with at least one O365 License E5 where we register the O365 user
Microsoft Exchange to configure our settings at a higher level

Configuration Steps:

First, we register our application in Azure Portal | App Registration.
In the O365 Admin Center, let’s go to create the user (toad in this case) that will use the application.
In Exchange Admin Center | Settings, make sure the Mail Flow has the settings below at the organization level.
At this point, Microsoft Documentation states that the application registered has to interface and use the SMTP server.

This refers to the setting from the MS Entra ID | Enterprise Application registration, NOT from App Registration. To do this it’s necessary to run these PowerShell commands in the order below:

NOTE: The OBJECT_ID is the Object ID from the Overview page of the Enterprise Application node (Azure Portal) for the application registration. It is not the Object ID from the Overview page of the App Registrations node. Using the incorrect Objec ID will cause an authentication failure.
```
New-ServicePrincipal -AppId d41b4835-027d-4efd-99be-82607a675c5c -ObjectId 779826e8-397c-4c74-b3a5-c874c82ed4af    <-- This is the Object_ID from Enterprise Application
```
```
Add-MailboxPermission -Identity "toad@questmail.onmicrosoft.com" -User d41b4835-027d-4efd-99be-82607a675c5c -AccessRights FullAccess
```
```
Get-ServicePrincipal | fl
```
```
Set-CASMailbox -Identity toad@questmail.onmicrosoft.com -SmtpClientAuthenticationDisabled $false
```
```
Get-CASMailbox -Identity toad@questmail.onmicrosoft.com | Format-List SmtpClientAuthenticationDisabled
```
In Toad Data Point (this example), let’s set the email server specification (TenantID, ObjectID, and Secret_key).

Even if there is something small issue to define, the email is sent and received in my inbox.

Import/Export Wizard support for CSV and Excel files stored to SharePoint Online server

Toad Data Point 6.4.1 introduces the ability to import or export data directly from and to SharePoint Online Server using the Import/Export Wizard.

Exporting data to SharePoint Online Server (CSV or Excel files)

This guide walks you through exporting data to CSV or Excel files stored on SharePoint Online Server.

1. Launch the Export Wizard

2. Select Output Format

• Choose either Comma Separated Values (CSV) or Microsoft Excel as your output format

3. Choose a SharePoint Online file option in the Select File Destination step

• From the File Sources drop-down list, select SharePoint Online file

4. Select or create a SharePoint Online Server connection

Note: Based on the chosen Output format, only connection to that type will be listed – if it is Excel selected, only the Excel connections will be listed.

If you have an existing SharePoint Online Server connection:

• Click the Eclipse button (...) in the Select a connection field

• Choose your connection from the list

• Click Next to continue

If you need to create a new connection:

• Click Create to open the Connection dialog

• In the Connection group, select either Microsoft Excel or CSV file, depending on your export format

• In the File source drop-down, choose SharePoint Online file

• Fill in the required connection parameters:

o SharePoint URL

o Client Id

o Tenant Id

o Client Secret

• Select a file from the SharePoint Online Server

Note: Since the Excel connection is selected, only Excel files will be listed. If you choose the CSV connection, only the CSV files will be listed.

• Click Connect

Your new connection is automatically saved and will appear in the Navigation or Connection Manager tab for future use.

Note: A file must be specified to establish the connection, but you can change it or create a new one in the next step, the Select Output Options step.

5. Specify an Excel or CSV file to export your data

After a successful connection, you'll reach the Select Output Options step. You can:

o Choose an existing file on the SharePoint Online Server (already specified through connection, or you can choose a different one) or

o Create a new file directly from this interface

To create a new file:

1. Click the Eclipse button at the end of the Excel file field

2. Select folder where you want to save an Excel or CSV file on SharePoint Online Server and in the File name field, type the desired name for your new file

3. Click OK to proceed