Toad Data Point 5.7 - User Guide

Welcome to Toad Data Point Understand Toad's Workflow

Create ODBC Connections Create Oracle Connections Create Snowflake Connections Create SQL Server Connections Understand Toad Connections Troubleshoot SQL Server 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 Edit SQL Editor Shortcut Keys View Result Sets Compare Differences in Data Export Data with One Click Export Share Excel Linked Queries

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

Prepare to Publish Data to Toad Intelligence Central

Toad Intelligence Central uses the following types of connectivity to make connections to remote data sources:

Data Services (for Business Intelligence and NoSQL connections)
ODBC (for native-provider and ODBC connections)

Because Intelligence Central uses ODBC connectivity, when data is published from a native-provider connection, Toad converts the connection to ODBC (if the database is ODBC-compliant). Before you can successfully publish data from a native-provider (or ODBC) connection, everything necessary to create the correct corresponding ODBC connection must be installed on the Intelligence Central server. This includes the corresponding ODBC driver for the database type, as well as any additional client files required for a correct ODBC connection.

If data is published from an ODBC connection, you must ensure that the DSN name on the Toad Data Point computer and the Intelligence Central server match.

Note:This feature is available in the Toad Data Point Professional edition only and requires access to a Toad Intelligence Central server.

Prepare ODBC Connections in Toad Data Point

If You Use ODBC Connectivity - Use System DSNs

If you plan to publish data objects from a remote database connection using ODBC connectivity in Toad Data Point, the ODBC connection must use a System DSN. This is required for compatibility with Intelligence Central, which uses only System DSNs.

To specify a System DSN for an ODBC connection

Open the ODBC Data Source Administrator by selecting Start Menu | Control Panel, and then select ODBC or Data Sources (ODBC).
Select the System DSN tab and click Add.

Note: You must configure a System DSN because TIC uses only System DSNs.
Then select the ODBC driver for the database to which you want to connect.
Configure the remaining settings.

Prepare the Intelligence Central Server

In order for Toad Data Point users to successfully publish data to Intelligence Central, the Intelligence Central server must have the same ODBC driver, DSN name, and necessary client files that exist on the Toad Data Point user’s computer for each data source. These files are used by Toad Data Point to create the data source connection.

For the data source type you will be using, ensure that the necessary drivers and files are installed on the Intelligence Central server, and that they are the same as those installed on the Toad Data Point user’s computer.

Install Toad Data Point

Ensure Toad Data Point is installed on the Toad Intelligence Central host computer. If you plan to schedule and run Automation scripts on Intelligence Central, Toad Data Point must be installed. Additional benefits of having Toad Data Point installed along-side Intelligence Central include the following:

The ODBC drivers for MySQL and SAP ASE, IQ, SQL Anywhere, and HANA are included in the Toad Data Point installation. This will ensure that theses drivers are installed on the Intelligence Central server.
You can easily use Toad Data Point to help debug any connectivity issues.

Beginning with Intelligence Central 3.0, when you install using the Toad Intelligence Central Server Installer, Toad Data Point is automatically installed.

For best results, ensure the version of Toad Data Point on the Intelligence Central host computer is the same (or later) as that used to create the Automation scripts.

Install Additional ODBC Drivers and Necessary Client Files

In addition to installing Toad Data Point, install these additional files if publishing from any of these data sources.

Publishing from Oracle Data Sources

To prepare the Intelligence Central server to receive published data objects from an Oracle database, please ensure that the following are installed on the TIC server:

OCI client or Oracle client—Oracle Instant Client or standard Oracle client.
Oracle ODBC driver—If using Oracle Instant Client, you must also install the Oracle ODBC driver. If using the standard Oracle client, the Oracle ODBC driver is included.
Tnsnames.ora file

Publishing from DB2 Data Sources

To prepare the Intelligence Central server to receive published data objects from a DB2 database, please ensure that the following are installed on the TIC server:

DB2 client
DB2 ODBC driver
DB2 catalog setup

Publishing from Teradata Data Sources

To prepare the Intelligence Central server to receive published data objects from a Teradata database, please ensure that the following are installed on the TIC server:

Teradata .Net Data Provider
Teradata ODBC driver. You can download a Teradata driver from http://www.teradata.com.

Ensure Correct DSN Name

Publishing from ODBC Connections

If you plan to publish objects from Toad Data Point using ODBC connectivity, the Intelligence Central DSN must match the DSN of the original connection used to publish the object.

Ensure the following are true about the Toad Data Point and Intelligence Central ODBC connections:

Both connections must use a System DSN.
The Intelligence Central ODBC data source must use the same DSN name as the Toad Data Point connection from which the object was published.

Configure SMTP Transmission for Automation

If you plan to run Toad Data Point Automation scripts that send email, the Intelligence Central server must be configured to support SMTP email transmission. For more information about preparing the Intelligence Central server for published Automation scripts, see Prepare to Publish Automation Scripts.

Install Microsoft Excel

If an 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 more information about preparing the Intelligence Central server for published Automation scripts, see Prepare to Publish Automation Scripts.

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