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Toad Data Modeler 7.0 - User Guide

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Naming Conventions Configuration

Naming conventions can be defined for physical models and used to:

  • Define custom rules for physical names of objects (e.g. adding prefix, suffix, use particular letter case...).
  • Synchronize logical names (captions) and physical names (names) of your objects.
  • Verify your model to see if it matches the naming convention rules. If not, there are quick fixes available to solve any issues.

Note: Naming conventions can be only used to alter physical names (names) of model objects, NOT logical names (captions).

Basic Information About Naming Conventions

  • Naming conventions rules can be set for most physical model objects that have a defines name and a caption.
  • Naming conventions are stored as .txn files in the Documents folder on local drive (Documents | Toad Data Modeler | Installation Name| Naming Conventions).
  • Multiple sets of naming conventions can be created, but one model may use only one set at a time.

Naming conventions allow you to:

  • Automatically create physical names based on captions and set naming conventions rules, e.g. Customer ID (caption) => T_CUSTOMER_ID (name).
  • Define a set of valid/invalid characters used in physical names (and define now invalid characters should be replaced).
  • Verify and automatically update names of multiple objects at once.
  • Use glossaries to automatically replace language-specific characters or abbreviations. Glossaries can be exported/imported as CSV files.

TIP:Toad Data Modeler comes with several CSV files to help you replace language-specific characters with English characters. The files are located in Documents | Toad Data Modeler | Installation Name | Naming Conventions | CSV.

Managing Naming Conventions

To start using naming conventions, you can go to Tools Menu | Naming Conventions | Settings or click on Naming Conventions Toolbar.

  • If no naming conventions are found by Toad Data Modeler, you will be asked to create a new set of naming conventions which will become linked to the currently active model.

  • You can link your model to another set of naming conventions in Model Menu | Properties (or Model Properties in context menu) | Naming Convention tab.

  • Additional naming conventions can be created and managed in a dialog opened by clicking Manage Naming Convention in Model Properties.

 

Properties

In the Naming Convention Properties dialog | General tab, you can see options for:

  • Synchronization of Captions and Names
  • Verification of Names

This topic describes how various options affect the Naming Convention Verification and Synchronization process.

Note: Options mentioned in this topic also affect On Form Synchronization behavior.

Automatic Synchronization

Description: When enabled, Name/Caption synchronization will be checked during process.

Example: An entity Caption is "Example Entity" and its Name is "ex_entity".

A suggestion will be offered to rename the entity Name so it matches its current Caption - "Example Entity".

Apply Naming Convention Rules During Synchronization

Description: When enabled, Naming Convention Rules will be applied and characters/words will be replaced according to Glossary during Name/Caption synchronization.

Example: An attribute Caption is "Customer main ID" and its Name is "Customer ID".

  • A Naming Convention Rule defined for attributes enforces upper case.
  • A word replacement in Glossary replaces "Customer" with "CSTMR".

Automatic Synchronization enabled: The suggested Name will be synchronized with the object Caption and then have the NC Rule and Glossary word replacement applied to it - CSTMR MAIN ID.

Automatic Synchronization disabled: The option only affects manual synchronization (see On Form Synchronization for more information).

Automatic Verification

Description: When enabled, model objects will be automatically verified to see if they don't violate Naming Convention Rules. The verification will occur during Naming Convention Verification and Synchronization process and also when you open Properties dialog of any object.

Example: A relationship Name is "ASSIGNS_orders".

  • A Naming Convention Rule defined for relationships considers underscore characters invalid and replaces them with space characters.
  • A Naming Convention Rule defined for relationships enforces lower case.

A suggestion will be offered to modify the Name so it matches the rules - "assigns orders".

To Use Glossary for Naming Convention Verification

Description: When enabled, Glossary character and word replacements will be applied during both Automatic Verification and manual verification.

Example: An entity Name is "Entrée kinds"

  • A Naming Convention Rule defined for entities enforces upper case.
  • A word replacement defined in Glossary replaces "kinds" with "types"
  • A character replacement defined in Glossary replaces "é" with "e".

A suggestion will be offered to modify the Name so it matches the rule and has the defined characters/words replaced - "ENTREE TYPES".

To Turn Case-Sensitivity On

  • Allow Case Sensitivity in Tools | Naming Convention | Settings | Glossary | Word Replacement

Rules

Naming convention rules can be defines in Naming Convention Properties (Tools Menu | Naming Conventions | Settingsor click on Naming Conventions Toolbar.)

Note: Click the particular column and use F2 to turn on the edit mode. Press Enter to confirm every rule you define in the form.

Option Description
Enabled Enables set rule for particular Object Type.
Prefix Defines a prefix for selected Object Type.
Suffix Defines a suffix for selected Object Type.
Case You can define Upper/Lower Case as a rule for object names.
Valid Chars Lists characters that can be used in object name. The list can be configured in Valid Characters section.
Replacer If set, replaces all invalid characters during verification and update.

Valid Characters

You can define a set of characters that can be used in object names. Characters outside the defined set will be considered invalid and will be replaced during verification and update process (either by Replacer, if defined, otherwise by a blank space).

To define valid characters, choose one of the three options.

All characters

All possible characters will be considered valid. You can choose to except space or any other characters. See Character Set Syntax for more information on how to specify a set of characters.

User Defined Character Set

Only characters defined in this set will be considered valid. See Character Set Syntax for more information on how to specify a set of characters.

Selected Characters

You can choose categories of characters that will be considered valid. Language Specific Characters can be also included, simply select one of the option from the menu. If you language is not present, you can create your own CSV file with characters specific to your language, see files in C:\Program Files (x86)\Quest Software\Toad Data Modeler\Naming Conventions\CSV as an example.

Character Set Syntax

Example: Character set for letters a,b,c and numbers 0,1,2:

  • Single character in single quote, divided by comma: 'a', 'b', 'c', '0', '1', '2'
  • Single character’s ordinal value divided by comma: 97,98,99,48,49,50
  • Single character’s ordinal value divided by comma, in hexadecimal format: $61, $62, $63, $30, $31, $32
  • Set of characters in single quote: 'a'-'c', '0'-'2'
  • Set of characters as ordinal value: 97-99, 48-50
  • Set of characters as ordinal value in hexadecimal format: $61-$63, $30-$32
  • Any combination: 'a'-$63, $30-49, '2'

Naming Convention Valid Characters

Naming Conventions also allow you to define valid and invalid characters.

 

On Naming Convention Rules tab you can define valid characters for physical names and also set how invalid characters should be replaced.

Example: Let’s say you have set a space as invalid character for entity names in your naming convention. See how Toad Data Modeler will behave in the following situation:

Customer Data logical name in the Caption box, will automatically change to CustomerData physical name in the Name box. -> The space will be ignored.

You edit the naming convention and define that every space should be replaced with '_'.

Customer Data logical name in the Caption box, will change to Customer_Data physical name in the Name box.

Once you manually edit the physical name, the automatic synchronization will turn off.

Valid Characters and Character/Word Replacement

Character Replacement

Use Character Replacement to replace diacritical characters. Do not use Character Replacement to replace a space with another character.

Word Replacement

Use Word Replacement to replace one word with another word or more words. Word Replacement launches after characters are replaced.

Valid Characters + Replacement

Use this combination to define valid characters. Also, it is possible to replace invalid characters with an alternative character. Check of valid characters launches as last. See the example below.

Example:

Character Replacement:

ñ -> n

Word Replacement:

espanoles -> esp

residentes -> res

Valid Characters:

Space -> _

Toad Data Modeler proceeds in the following order:

1) "residentes españoles" -> "residentes espanoles"

2) "residentes espanoles" -> "res esp"

3) "res esp" -> "res_esp"

Valid Characters Definition

Option Description
All Characters
Except Space Character If it is selected, all characters are valid except for a space.
Except

Click this checkbox and manually write out character set that you want to forbid.

For more information, see Character Set Syntax.

User Defined Character Set

Select this option to manually define character set. Incorrect definition will be highlighted in red.

Note: Valid character set is automatically written out in the Valid Chars column.

Selected Characters Select any of the following options to set:
All Standard ASCII Characters (0-127) - all standard ASCII characters valid, others are forbidden.
Space (32)

- only Space (32) character as valid.

Note: Number 32 is an ordinal value of the Space character.

Number '0'-'9' - number 0 – 9 as valid.
Lower Characters - only lower characters as valid.
Underscore (95)

- Underscore 95 as valid.

(Number 95 is an ordinal value of the Underscore character.)

Upper Characters - only upper characters as valid.
Language Specific Chars

- a diacritical character set of the particular language as valid. Click the box on the right to select the language.

TIP: You can create your own table with diacritical character set for your language. See: C:\Program Files\Quest Software\Toad Data Modeler 3\Naming Conventions\CSV. Create your CSV file in this location.

Valid Chars Column

In this column, a complete character set is written out – according to your settings in the Valid Characters area.

Note: You can also define the character set manually to this column – via F2 key. However, to make sure your character set is correct, please use the User Defined Character Set option.

Replacer Column

Define a character that will be used as a replacer.

Example: underscore character.

Character Set Syntax

Example: Character set for letters a,b,c and numbers 0,1,2:

  • Single character in single quote, divided by comma: 'a', 'b', 'c', '0', '1', '2'
  • Single character’s ordinal value divided by comma: 97,98,99,48,49,50
  • Single character’s ordinal value divided by comma, in hexadecimal format: $61, $62, $63, $30, $31, $32
  • Set of characters in single quote: 'a'-'c', '0'-'2'
  • Set of characters as ordinal value: 97-99, 48-50
  • Set of characters as ordinal value in hexadecimal format: $61-$63, $30-$32
  • Any combination: 'a'-$63, $30-49, '2'
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