Toad Intelligence Central 5.3 - Deployment Guide

Add from Active Directory

This dialog is used to add users and groups from Active Directory® to Toad Intelligence Central.

To add users/groups from Active Directory

1. In the Add Users/Groups from Active Directory dialog, select a domain from the drop-down list. Intelligence Central retrieves the list of users in that domain.
2. You can filter the list by entering a partial text string in the text box.

3. To refresh the list, click Refresh. The refresh option is available only for domains that are selected for synchronization in Intelligence Central. See Synchronize Active Directory for more information.

   Note: This process could take several minutes, depending on the size of the domain.

4. If the domain you want to view is not listed, click Add Domain.
   • Enter the name of the domain to add. Then enter credentials for an account in that domain. Click Authenticate. See Authenticate to Active Directory for more information.

5. Select available Active Directory users/groups and move them to the users/groups to be added list.

   TIPs: Use SHIFT to select multiple users/groups in sequence. Use CTRL to select multiple users/groups not in sequence. The number of Active Directory users displayed is limited to 10,000. For domains containing more than 10,000 users, a message informs the user that the list is not displayed in full. To find users not displayed, use the search box. Enter a name or partial text string in the search box to filter the list of users and groups. Intelligence Central returns users that contain matching text in the username or full name fields. Clear the search box to clear this filter.

6. Click Add Users to add the users/groups to Intelligence Central.

   When a group is added, an Active Directory user account is created on Toad Intelligence Central for anyone in the group who does not already have an account on Toad Intelligence Central (in addition to the group account).

7. A Success message displays if the users were successfully added.

Create Intelligence Central Groups

Intelligence Central allows you to create a group from existing users. You can include user accounts from both Active Directory and Intelligence Central in one group. Intelligence Central groups are identified by the following icon: .

The user creating the group is the owner of the group. The owner and users with an Administrator role are able to remove the group and edit group properties. See User Roles for more information. If the owner is deleted, then the Administrator (root) becomes the group owner.

To create an Intelligence Central group

1. Using a web browser, select Administration | Groups | Add Group | Create Intelligence Central Group.

2. In the Create Group dialog, enter a name and add users. Review the following for additional information.

   Field	Description
   Group name	Give the group a name. A group name can be up to 128 characters: letters, numbers, space ( ), hyphen (-), underscore (_), period (.). The name is case insensitive.
   Description	(Optional) Enter a description.
   Group members	Any enabled user on Toad Intelligence Central can potentially be a group member. Select the Intelligence Central users to add to the group. Move these users to the Users in this group list. You (the user creating the group) are added to this list by default and can be removed. The number in brackets following Group Members indicates the number of users in the group. If the number of users on Toad Intelligence Central is extensive then you may like to filter the list of potential users. You can do this by typing text in the Start typing to find available users box. Remove the text to remove the filter.

Manage Users and Groups

The Toad Intelligence Central Administrator (root) user account is created during the installation of the Toad Intelligence Central server. This Administrator user account has access to all administrative privileges. In the Web interface, other users can be granted an Administrator role with the same privileges for managing users and groups. See User Roles for more information.

View User and Group Information

Use a web browser to view users and groups on Toad Intelligence Central. Users and groups are listed alphabetically by username. Disabled users are listed in italics. Properties of a user include the user's name and email address.

To view user/group information

1. In the Web interface, click Administration | Users or Administration | Groups.
2. Select a user or group to display details in the right pane.

3. Use the following icons to identify the source of a user account or group.

   Users	Groups	Description
   		Active Directory® users and groups. Log in to a web browser to view the properties of Active Directory users and groups. Use Active Directory to edit the properties of Active Directory users and groups. Users with an Administrator role (User Roles) manage that Intelligence Central is synchronized with Active Directory user and group information. For more information, see Synchronize Active Directory.
   		Intelligence Central users and groups. The properties of an Intelligence Central user can be edited by the user themselves and by any user with an Administrator role (User Roles). The properties of an Intelligence Central group can be edited by the owner (creator) of the group and by any user with an Administrator role.

Following login from a web browser, click Administration | Users or Administration | Groups. Select a user or group to show properties.

Edit Users and Groups

Use a web browser to edit user and group information on Toad Intelligence Central.

Reset User Password

User	Description
	The Toad Intelligence Central Administrator cannot reset the password for Active Directory users. The user should follow the standard procedure in their Active Directory environment to reset their Active Directory password.
	Users with an Administrator role (User Roles) can reset the password for Intelligence Central users (authentication by Intelligence Central). A new password is randomly generated for the user. The Administrator can see the password. The Administrator can copy the password to the clipboard. If an email client is installed, the Administrator can email the password to the user. Following log in from a web browser, select Administration | Users to list the users of Toad Intelligence Central. Select the user and in the Details pane click Reset Password.
	The Administrator (root) password cannot be reset. If the Administrator password is lost then the procedure is to uninstall and reinstall the Intelligence Central server. During reinstall the Administrator is prompted to enter their password (they can enter a new password).

Change a User's Role

Users with an Administrator role (User Roles) can change a user's role.

• Following log in from a web browser, click Administration | Users to list the users of Toad Intelligence Central. Select the user whose role you want to change so their details are visible on screen. In the Details pane click Edit to change their role.

  For more information on each of the user roles, see User Roles.

Change User's Email Subscriptions

Intelligence Central can send email notifications to users to provide information about object activities, as well as error reports. Users can select which types of email notifications they want to receive. See Email Notifications for more information.

To change a user's email subscriptions

1. Log in using a Web browser and select Administration | Users.
2. Select a user name.
3. Click Change subscription and then select which email notifications this user should receive.

Disable a User Account

Users with the Administrator role (User Roles) can disable a user account in Intelligence Central. When an account is disabled, the user cannot log in to Intelligence Central until the account is enabled again.

Objects owned by the disabled user account remain in Toad Intelligence Central and can be used by users with rights to those objects.

• Log in to the Web Console and click Administration | Users to list the users of Toad Intelligence Central. Select the user account to disable so account details are visible on screen and then click Disable User.

  To review objects owned by the disabled user account and to transfer objects to a new owner, run a Health Check. See Health Check Dashboard for more information.

Enable a Disabled User Account

Users with the Administrator role (User Roles) can enable a disabled user account.

• Log in to the Web Console and click Administration | Users to list the users of Toad Intelligence Central. Select the user to re-enable to display account details and then click Enable User.

• When the user is re-enabled, their data (including objects, authentication, and sharing and manage rights) is as it was before.

• When an Intelligence Central account is re-enabled, a new password is generated. The Administrator is given the opportunity to send an email notifying the user. Review the following for more information.

  User	Password for re-enabled account
  	When an Active Directory user is re-enabled in Intelligence Central, the account uses the current Active Directory account password.
  	When an Intelligence Central user is re-enabled, a new password is randomly generated. The Administrator can see the password and copy it to the clipboard. If an email client is installed, the success message allows the Administrator to send an email notifying the user of their new password. Otherwise it is up to the Administrator to provide the password to the user.

Remove a User

Users with an Administrator role (User Roles) can remove users from Intelligence Central.

To remove a user

• Log in to the Web Console and click Administration | Users to list the users of Toad Intelligence Central. Select the user to remove so their details are visible on screen and click Remove User.

Remove a Group

Groups	Description
	Users with an Administrator role (User Roles) can remove Active Directory groups. Users in the group who are inactive on Toad Intelligence Central are automatically deleted when the group is deleted. Inactive users are users who have no published objects, no objects shared with them and are part of no other group.
	Intelligence Central groups can be removed by any user with an Administrator role or the owner (creator) of the group.

Following log in from a web browser click Administration | Groups to list the groups on Toad Intelligence Central. Select the group so the group details are visible on screen and click Remove Group.