Toad Intelligence Central 6.4 - Getting Started Guide

Data Connectivity Objects

Data connectivity functionality allows Toad Data Point users to publish data objects (views, snapshots, and datasets) to Intelligence Central. Data objects are published to Intelligence Central as a way to store and share data from remote data sources.

Users of Toad Intelligence Central can log in to the Web Console (Web Server) to view and download Data Connectivity objects that have been shared with them.

1. Log in to the Web Console (Web Server).
2. Click Home.
3. Locate the object. See Find Objects for more information.
4. Select the object to show details. See View Object Details for more information.
5. Click to download the object. The location of the object on download will be as per your Web browser settings.

For more information about working with objects published from Toad Data Point, see Work with Toad Data Point Objects.

Custom List of Values for Bind Variables

This feature allows you to define a list of specific values for bind variables, providing you with predefined options to choose from when generating reports. It ensures data integrity by making sure that valid and relevant variable values are selected, reducing errors in reports.

1. Predefined variable values:

   You can define a list of possible values for bind variables when publishing objects (e.g., workbooks, views, automation scripts) from Toad Data Point or Toad Workbook. For details, see the User Guide of the Toad Data Point 6.4.1
   

   The predefined list of values is included as part of the published object in Toad Intelligence Central and after publishing users can use these values or refresh the list to access the latest updates.
   
   

2. Using Predefined Variables

   • Variables are displayed in the Details section under the Variables tab, so users can set default values by typing them in, selecting them from the predefined list or loading values from .txt or .csv files

   • When running a published object, simply choose values from the list of predefined options or load variable values from a file

3. Multiple Value Selection and Restrictions

   • Allow Multiple Value Selection - you can select multiple values from the predefined list. Use a semicolon (;) as a separator when entering multiple values manually

   • Restrict Values to the Predefined List - this option ensures user can only select values from the predefined list. Manual typing is disabled for better control

4. Importing Values from Files

   • Load values directly from a .txt or .csv file - each value in the .txt or .csv file needs to be placed in a new line and no other delimiter should be specified
     

User Permissions:

If You’re a Manager of Published Objects, you can:

• Edit default variable values

• Allow Multi-Select to enable multiple value selection

• Set Restrict to Predefined List to limit variable values

If You’re Not a Manager, you can:

• View variable defaults and settings but cannot edit them

• While running published objects, you can select values based on permissions set by the manager

NOTE:

In Toad Intelligence Central 6.4.1, objects published from earlier versions of Toad Data Point retain their existing settings after upgrade.

• Restrict to Predefined List
  • For objects published with TDP 6.3 or older, this option remains locked and cannot be edited.
  • For objects published with TDP 6.4 or newer, this option is editable and set to unchecked by default.
• Allow Multiple Values
  • For objects published with TDP 6.3, this option is unchecked by default and cannot be changed.
  • For objects published with TDP 6.4, this option is checked by default.
  • For objects published with TDP 6.4.1, this option is unchecked by default.

Folders

Objects published to Intelligence Central are organized into folders. The object's publisher selects an existing folder or creates a new folder during the publishing process in Toad Data Point. Intelligence Central users can also create folders through the Web Console.

Folders in Intelligence Central

Intelligence Central can contain several different types of folders. These folders can differ by purpose, origin, contents, and characteristics. Review the following descriptions for different folder types in Intelligence Central.

Special Folders

The following folders are created by Intelligence Central and have specific functionality.

No folder assigned

The No folder assigned folder is a special folder.

• The No folder assigned folder holds all objects not yet moved (or assigned) to other folders.
• The No folder assigned folder cannot be moved, renamed or deleted.
• The No folder assigned folder cannot have sub folders.

Common_Transformation_Repository

Toad Data Point users can publish Transform and Cleanse Rules to Intelligence Central to share with other users. These Transform and Cleanse Rules are stored in the Common_Transformation_Repository folder. See the Toad Data Point Help for more information about this feature.

• The Common_Transformation_Repository folder and its subfolders cannot be moved, renamed or deleted.
• You cannot move rules out of the Common_Transformation_Repository folder.

Secured and Non-Secured Folders

Aside from the special folders listed above, Toad Intelligence Central provides two types of folders for storing objects: secured folders and non-secured folders. Secured folders have visibility (sharing) and manage privileges assigned to them. Non-secured folders do not. See About Secured Folders for additional information.

An Intelligence Central server can provide one or both types of folders. A user with the Administrator role can configure which types of folders can be created and which user role/roles are allowed to create secured folders. For more information about configuring Folder Security, see the Toad Intelligence Central Deployment Guide.

Icon	Description
	Non-secured folder—Visible to all users.
	Secured folder—Secured folders are visible only to users with visibility (sharing) privileges and can be managed only by users with manage privileges.

Create Folders

You can create a new folder using the Web Console (Web Server). A folder can also be created through Toad Data Point when an object is published. Only alpha, numeric, and the underscore (_) characters are allowed in folder names. A name cannot begin with the underscore character.

Restrictions

• You cannot create a secured folder in a non-secured folder.
• You cannot create a non-secured folder in a secured folder.
• To create a subfolder in a secured folder, you must have manage privileges to the parent secured folder.
• Folder creation is restricted to the folder types specified by the server-level Folder Security settings.
• To create a secured folder, the user's role must have permissions granted by the server-level Folder Security settings.

For more information, see About Secured Folders.

To create a new folder

1. On the Home page, select a folder and click in the Folder Details pane.
2. In the Create Folder dialog, select a folder to serve as the parent folder. To create a folder at the root level, select Folders.

3. Click the button corresponding to the type of folder you want to create.

   • New Non-Secured Folder—Select to create a non-secured folder.
   • New Secured Folder—Select to create a secured folder.

   Note: If a button is disable, creation of that folder type is not allowed, either at the server level or in the selected parent folder. See the Restrictions listed above.

4. Enter a folder name and click OK.
5. (Secured folder only) After a secured folder is created, you can then modify the visibility (sharing) and manage privileges, if necessary. Initially, only the folder creator and users with the Administrator role have visibility and manage privileges to the folder. The folder creator is automatically listed under folder Managers. See Specify Visibility, Manage and Publish Privileges for Folders for more information.

Move Folders

On the Home page, you can drag-and-drop a folder to move it. To move a folder, a user must have the Administrator role or manage privileges to all objects in the folder. A folder cannot be moved if an object in the folder is locked by another user.

Restrictions:

• You cannot move the Common_Transformation_Repository or its sub-folders.
• You cannot move the No folder assigned folder.
• You cannot move a folder while a snapshot in the folder is refreshing.
• You cannot move a secured folder into a non-secured folder.
• You cannot move a non-secured folder into a secured folder.

See About Secured Folders for more information about secured folders.

Delete Folders

You can delete a folder if you have the Administrator role or have manage privileges to all objects in the folder (unless an object is locked by another user).

To delete a folder

• On the Home page, select a folder and click in the Folder Details pane.

You cannot delete the No folder assigned folder.

View Folder Details

You can view information about a folder in Intelligence Central through the Folder Details pane. This is useful, especially for secured folders, which have sharing (visibility) and manage privileges assigned to them.

You can view the secured folders that have been shared with you. You can also view the parent folder of a secured folder that has been shared with you.

To view folder details

• In the Home page of the Web Console, select a folder to display the Folder Details pane. Review the following for additional information.

  Detail	Description
  Name	Folder name. For a secured folder, managers of the folder can rename the folder.
  Creator	Folder creator. This is the name of the user who initially created the folder.
  Visibility	(Secured folders) Displays the visibility (sharing) privileges for the selected folder. Managers can modify the visibility privileges. Click Visibility to open the Alter Folder Visibility dialog where you can modify visibility and manage privileges for the folder. See Specify Visibility, Manage and Publish Privileges for Folders for more information.
  Managers	(Secured folders) Displays the list of users and groups with manage privileges for the selected folder. Managers can modify the visibility and manage privileges for the object. Click Managers to open the Alter Folder Visibility dialog where you can modify the manage privileges for the folder. See Specify Visibility, Manage and Publish Privileges for Folders for more information.
  Publishers	(Secured folders) Displays the list of users and groups allowed to publish objects to the selected folder. Users with manage privileges can modify publish privileges for the folder through the Alter Folder Visibility dialog. See Specify Visibility, Manage and Publish Privileges for Folders for more information.

For additional information about manage privileges for secured folders, see Manager Privileges.