Toad Data Point 6.2.3 - Installation Guide

Create Intelligence Central Connections

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 Point 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.

Note: This feature is available in the Toad Data Point Professional Edition only.

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.

Create MySQL Connections

You can create a new connection, or connect to an existing connection from the Create New Connection window. See Troubleshoot MySQL Issues for more information about troubleshooting MySQL connection issues.

To create a MySQL or MariaDB connection

1. Click on the toolbar (ALT+F+N).

2. Select either MySQL or MariaDB from the Group list box.

3. Review the following for additional information:

   Login Tab	Description
   Connection type	Select the protocol to use when connecting.
   Host	Enter the name of the host computer where the database is installed.
   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.
   Connection timeout	Enter the number of seconds to wait when connecting before the application times out. The default is 15 seconds.
   SSL	If you selected SSL as the connection type, review the following for additional information:  Private key—browse to the location of the SSL key file to use when connecting. CA cert—browse to the location of the trusted certificate authority to use when connecting. Cert—browse to the location of the SSL certificate file to use when connecting.
   Compress	Select this checkbox to compress the value of any strings and return binary values.
   Use MySQL libraries	Select this checkbox to use an embedded MySQL library instead of the MySQL .NET provider. Note: If you select this option, you must specify libMySQL.dll in the path.
   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.). See Set Connection Categories for more information.  Click here to view a video of this feature.
   Advanced Tab	Description
   ODBC driver	Select an ODBC driver to use when executing cross-connection queries using this connection. Tip: You can specify the ODBC driver to use for all connections for this database provider in Tools | Options | Database | MySQL.

4. 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.

Click here to view a video about creating connections in Toad Data Point

Related Topics

Connection/Navigation Manager

Understand Toad Connections

Switching Connections in Toad

Create ODBC Connections

Toad Data Point allows you to create a connection to a database that supports an ODBC 3.0 or later driver. ODBC connectivity provides basic querying capability, but may not be as full-featured as a native connection in Toad. For a list of databases tested with the ODBC provider, see the Release Notes.

This form of connectivity allows connections to databases such as Netezza, IBM iSeries, Ingres, and Vertica.

Note: Distinct values are not available in Code Completion for ODBC connections. 

To troubleshoot connection issues for databases tested with the ODBC provider, click here.

Troubleshoot Access Issues 

Troubleshoot DB2 LUW Issues

Troubleshoot DB2 z/OS Issues

Troubleshoot Informix Issues

Troubleshoot MySQL Issues

Troubleshoot Oracle Issues

Troubleshoot SQL Server Issues

Troubleshoot SAP Issues

DSN Architecture (Bitness) Must Match Toad

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 an ODBC connection

1. Click on the toolbar (ALT+F+N+O).
2. Select ODBC Generic from the Group list box.
3. Use data source name—Select to display data source names. Clear this check box if you want to display the driver names.
4. To create a data source to use in this connection, click in the Data Source Name field. Then click Add.  

5. Select an ODBC driver from the list, and click Finish.

   Note: If creating an Oracle ODBC connection, select the ODBC driver provided by Oracle. The Microsoft ODBC for Oracle driver has less functionality than the driver provided by Oracle.

6. Specify the configuration properties required for the database in the Windows configuration dialog.

   Notes:

   • If you have an Oracle database with Unicode data, make sure to select Force SQL_WCHAR Support on the Workarounds tab of the windows Oracle ODBC Configuration dialog. If you do not, you will not be able to see the data.
   • If creating a MySQL ODBC connection to use in a cross-connection query, you must specify a database in the Windows MySQL ODBC Configuration dialog. See Troubleshoot MySQL Issues for more information.

7. Specify the connection properties in the Create New Connection dialog. Review the following for additional information:

   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 to create a temporary connection and display available databases/schemas in the drop-down list.
   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. See Set Connection Categories for more information.

8. 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.

Tips for Working with ODBC Connections

ODBC Features

Click here to view a video about creating connections in Toad Data Point

Related Topics

Connection/Navigation Manager

Understand Toad Connections

Switching Connections in Toad

Configure Oracle LDAP Support

You can create Oracle Lightweight Directory Access Protocol (LDAP) connections when your Oracle client is configured for LDAP. Once the client is configured, Toad retrieves names from your LDAP server and displays them in the Database Name list in the Create New Connection window.

Notes:

• To connect using LDAP, you must install an Oracle client on the computer.
• Toad supports a 9i, 10g, and 11 client and the Oracle Instant client. If you want to use the instant client, you must configure it to work with Toad. See Configure the Oracle Instant Client for more information.

To configure the Oracle client for LDAP

1. Obtain the LDAP.ORA file from your database administrator.

2. Copy the LDAP.ORA file to the folder where the SQLNET.ORA file for your Oracle client is located. The default folder is: ORACLE_HOME\network\admin

3. Open the SQLNET.ORA file and enter "(LDAP)" as the value for the NAMES.DIRECTORY_PATH as follows:

   NAMES.DIRECTORY_PATH= (LDAP)

   Note: If you are using multiple naming methods, add the (LDAP) value to existing parameter values. For example, if you are using both the TNSNAMES and LDAP naming methods, add LDAP to TNSNAMES as follows:

   NAMES.DIRECTORY_PATH= (TNSNAMES, LDAP)

4. Save the SQLNET.ORA file.

5. Launch Toad and select File | New | Connection.

6. Create an LDAP connection following the procedure in Create Oracle Connections. In step 3, select a database on the LDAP server from the Database Name list. Toad retrieves the list of LDAP names from the LDAP server once per Toad session. To refresh the list, click .

Related Topics

Create Oracle Connections