Toad Data Point 3.7 - Installation Guide

Read-Only Installation

During installation, you can select an option to install Toad as a read-only application. This lets you query data and view objects using Toad, but all actions that can impact the database (Create, Alter, Drop, Insert, Update, etc.) are disabled or hidden. This ensures that you can use Toad without worrying about committing a change to a sensitive production instance. The following image shows an example of the differences between a typical and a read-only installation:

To install a read-only version of Toad Data Point

1. During installation, select the Read-only option.

   

To change an existing installation to read-only

1. Reinstall Toad and select Read-only Install on the Install Type page.

Additional Considerations and Limitations of Read-Only Install

Review the following additional considerations/limitations before using a Toad read-only installation.

Install Toad Silently

Silent installation provides a convenient method for deploying Toad to multiple machines. With some customization, you can also deploy the license key and settings at the same time.

Determine Which Installer to Use

Before performing a silent installation, review the following to determine which installer to use:

Silent Installation Prerequisites

Before you perform a silent installation, you must install the following software on every computer where you are installing Toad: 

• Microsoft .NET Framework 4.5

Silent Installation Using the Executable

Use the executable file to perform a silent install to the default directory (or to a different directory) and to specify options such as logging installation messages.

To perform a silent install using the executable file

1. At a Windows command prompt, switch to the drive or directory where the executable for Toad is located. (This file can be downloaded from the Dell Software Web site or can be found on the Toad installation CD-ROM.)

2. For a standard installation with all features enabled, enter the following command:

   “ToadInstaller.exe” /S

   For a read-only installation with create, alter, and drop functionality disabled, enter the following command: 

   “ToadInstaller.exe” /S READONLY=TRUE

   You can customize MSIEXEC command-line options and overrides for your installation similar to the following command:

   “ToadInstaller.exe” /S /Lx “C:\temp\installLog.txt” INSTALLDIR=”Drive:\your_install_path” USERNAME=”some_user” COMPANYNAME=”your_company” ALLUSERS=1

   Use the following descriptions to customize the command-line options and overrides for your installation.

   Command-Line Options

   The following MSIEXEC command-line options are used in this example:

   Option

   Description

   /L “C:\temp\ installLog.txt”

   (Optional) Write installation messages to the specified log. You can append other options, such as x for debug (used in the previous example) or v for a verbose log. See the log section at http://msdn2.microsoft.com/en-us/library/aa367988.aspx for more information about additional logging options. Also, substitute “C:\temp\installLog.txt” in the example with the fully qualified name of the log file. Enclose this value in double quotations. The installation process creates this file if it does not exist. Otherwise, the existing file is overwritten.

   Toad Default Installation Option Overrides

   You can specify the following values to override Toad’s default installation options. Enclose each value in double quotations.

   Option	Description
   INSTALLDIR	(Optional) Specify the absolute path for the directory in which you want to install Toad. If you do not include this path, the installation program defaults to: C:\Program Files (x86)\Dell\Toad Data Point3.7.
   ALLUSERS	(Optional) Specify one of the following: For a per-machine installation, specify 1. This value allows any user to use the Toad shortcut on the desktop after the installation completes. For a per-user installation, enter the empty string value (“”) This value allows only the user specified for USERNAME (and the user that installed Toad) to see the Toad shortcut on the target desktop. If USERNAME is omitted, only the user that installed Toad sees the shortcut. Note: If you do not specify this property, the installation program defaults to a per-user installation.
   USERNAME	(Optional) Specify the user that intends to use Toad on the target computer. Notes: If ALLUSERS is omitted or defined with the empty string value (""), only the user specified here (and the user that installed Toad) can see the Toad shortcut on the desktop after the installation completes. If ALLUSERS is omitted or defined with the empty string value ("") and you omit the USERNAME option, only the user that installed Toad sees the Toad shortcut on the desktop. If ALLUSERS is 1, the USERNAME value is ignored during installation.
   COMPANYNAME	(Optional) Specify the name of the company that owns this installation.
   Notes:  All default installation option overrides are case-sensitive. Enclose all values (except for the ALLUSERS value) in double quotations.

Silent Installation Using the Microsoft Installer

Perform Silent Installation Using MSI

To perform a silent install using msi

1. At a Windows command prompt, switch to the drive or directory where the msi installer for Toad is located.

2. For a standard installation with all features enabled, enter the following command:

   msiexec /i “ToadInstaller.msi” /q

   For a read-only installation with create, alter, and drop functionality disabled, enter the following command:

   msiexec /i “ToadInstaller.msi” /q READONLY=TRUE

   You can customize command-line options and overrides for your installation similar to the following:

   msiexec /i “ToadInstaller.msi” INSTALLDIR= “Drive:\your_install_path” /q USERNAME=”someone” COMPANYNAME=”your_company” ALLUSERS=1

   Command-Line Options

   The following MSIEXEC command-line options are used in this example:

   Option	Description
   /i	Run the installation.
   /q	Specify the user interface (UI) that displays during installation. You can append other options, such as n to hide the UI or b to hide the Cancel button during the installation.
   Note: All command-line options are case-insensitive. See http://msdn2.microsoft.com/en-us/library/aa367988.aspx for a complete list of command-line options.

   Toad Default Installation Option Overrides

   You can specify the following values to override Toad’s default installation options. Enclose each value in double quotations.

   Option	Description
   INSTALLDIR	(Optional) Specify the absolute path for the directory in which you want to install Toad. If you do not include this path, the installation program defaults to: C:\Program Files (x86)\Dell\Toad Data Point3.7.
   ALLUSERS	(Optional) Specify one of the following: For a per-machine installation, specify 1. This value allows any user to use the Toad shortcut on the desktop after the installation completes. For a per-user installation, enter the empty string value (“”) This value allows only the user specified for USERNAME (and the user that installed Toad) to see the Toad shortcut on the target desktop. If USERNAME is omitted, only the user that installed Toad sees the shortcut. Note: If you do not specify this property, the installation program defaults to a per-user installation.
   USERNAME	(Optional) Specify the user that intends to use Toad on the target computer. Notes: If ALLUSERS is omitted or defined with the empty string value (""), only the user specified here (and the user that installed Toad) can see the Toad shortcut on the desktop after the installation completes. If ALLUSERS is omitted or defined with the empty string value ("") and you omit the USERNAME option, only the user that installed Toad sees the Toad shortcut on the desktop. If ALLUSERS is 1, the USERNAME value is ignored during installation.
   COMPANYNAME	(Optional) Specify the name of the company that owns this installation.
   Notes:  All default installation option overrides are case-sensitive. Enclose all values (except for the ALLUSERS value) in double quotations.

Create Transform (MST) Files

You can create a Microsoft transform (.mst) file that deploys the license key, custom settings, and connections for users when performing a silent install using the .msi file. You can also use the .msi file to perform a basic silent install using the default directory (or install to a different directory) and to specify command-line options and default installation overrides. See Perform Silent Installation Using MSI for more information if you are not creating a transform file.

Note: (MSI installs on Windows Vista and 7) If you are using MSI to install Toad on Windows Vista or 7 with UAC enabled, you can install a file that adds a "Run as administrator" option when right-clicking the MSI file: http://www.symantec.com/connect/downloads/msi-run-administrator-context-menu-vista.

Note: The installer does not verify that system requirements have been met before installing. If you do not want to manually verify system requirements, you should use the .exe file for the silent install.

The following procedure uses the Wise Installer to create the transform file.

To create a transform file that includes custom Toad settings

1. Save and install the ToadInstaller.msi file on a computer where the Wise for Windows Installer is installed. After customizing Toad settings, you will use the Wise Installer to create the transform file.
2. Open Notepad, and do the following:
   1. Enter the license key in the first line.
   2. Enter the site message in the second line.
   3. Save the file with license.key as the file name in the Toad install directory. Make sure the file extension is .key not .txt.
3. Launch Toad. The application should open without prompting you to enter a license key.

4. Select Tools | Configuration Wizard from the Toad menu and complete the Configuration wizard. This wizard creates an initial settings file (Settings.xml).

5. Select Tools | Options from the menu in Toad to open the Options window.

6. Select each page in the window and set any options you want to deploy. These options create a module settings folder and files.

7. Select View | Connection Manager from the menu in Toad to open the Connection Manager.
8. Create any connections you want to deploy.

9. Exit Toad. Upon exiting, a Connections file is created.

10. Create the Microsoft Transform file, using any appropriate tool. The following steps describe how to use the Wise for Windows Installer to create the file. 
    1. Select File | New.
    2. Select Custom Templates under Categories, and then select the Transform template in the New Installation File window.
    3. Select the ToadInstaller.msi file in the Select the .MSI file to base this transform on window.
    4. Save the project.
    5. Select Files from the Feature Details view.
    6. Locate the following files and click Add to add them to the project:

       File to Add	Windows Vista, Windows Server 2008, Windows 7
       Settings.xml	C:\Users\ username\AppData\Roaming\ Quest Software\Toad Data Point 3.7.
       ModuleSettings folder and files	C:\Users\username\AppData\Roaming\ Quest Software\Toad Data Point 3.7\ModuleSettings.
       Connections.xml	C:\Users\username\AppData\Roaming\ Quest Software\Toad Data Point 3.7.

    7. Save the project and compile it to create the transform (MST) file.
11. Perform a silent install. See Perform Silent Installation Using MSI for more information.

Install Toad on Citrix Systems

Toad must be installed on the Citrix server by the Citrix administrator. Users then connect to this instance through their Citrix login.

Note: Limited testing has been performed for Citrix XenApp™ 5.0 support on Windows Server^® 2003 and for Citrix XenApp 6.5 on Windows Server 2008 R2.  

To install Toad on a Citrix system

1. Connect to the Citrix Environment as an administrator.

2. Copy Toad to the Citrix server, if needed.

3. Start the Toad installation process.

4. During installation, select the Anyone who uses this computer checkbox when prompted.

5. Repeat steps 2 through 4 for each server in the Citrix farm.

   Note: Although you must install Toad on every server in the Citrix farm, you only need to publish Toad once.

6. Review the following considerations regarding licensing:

   • A license supplied by an administrator always overrides a user-supplied license in a Citrix environment.
   • If you need to provide the same Toad functionality to all users, you can enter the default license key for all users.

Upgrade Toad

To upgrade Toad

1. Run the ToadInstaller.exe installation program from the DVD or downloaded file.
2. Select Uninstall Toad and continue with install.
3. Complete the wizard.

If you are upgrading from a previous version of Toad, you are prompted to migrate your settings the first time you start Toad. The settings files include database connections, layout customizations, shortcut keys, and options customized in the Options pages.

To migrate the settings again, remove or rename the current version's Application Data folder and migrate the files from the previous version's Application Data folder.

Note: Local Storage databases and database objects persist between versions (releases) of Toad Data Point.