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Toad Data Point 4.2 - Installation Guide

Upgrade Automation Scripts

If you upgrade to a newer version of Toad, Automation scripts created in a previous version must be upgraded before you can open them in the newer version. Toad prompts you to automatically upgrade a script when you attempt to open it in a newer version.

In addition, scheduled scripts are scheduled to run using the version of Toad in which they were created. After upgrading Toad, those previously-created, scheduled scripts will not execute in the newer version until you migrate each script's scheduling task. Toad prompts you to migrate scheduling tasks when you initially launch the application after installation.

Upgrade Automation Scripts to Newer Version of Toad

An automation script is compatible with the version of Toad in which the script was created. If you want to open and/or modify a script using a newer version of Toad, you must upgrade the script. Toad automatically prompts you to upgrade the script the first time you open it in the newer version.

To upgrade an Automation script

  1. Open the script in Toad. Toad prompts you to upgrade the script.

  2. To upgrade the script, select Yes.

    Caution: If you upgrade an automation script, it will no longer be compatible with earlier versions of Toad.

  3. Select No (and do not elect to save the script), to keep the script compatible with the previous version.
  4. If you selected Yes, Toad upgrades your script and saves a backup copy of the original script in the following location:

    <application data directory>\Automation\bak\

  5. If the script you upgraded is also scheduled, you must migrate the scheduling task, otherwise the upgraded script will fail to run.

Migrate Scheduling Tasks to Newer Version of Toad

Each scheduled Automation script uses a Windows scheduling task. The scheduling task specifies which version of Toad to use by specifying the version's application path. Toad provides you with two easy ways to migrate your scheduled scripts' scheduling tasks when you upgrade Toad. First, Toad prompts you to migrate scheduling tasks upon initial launch of the application after installation. Next, you can migrate scheduling tasks at any time using the Job Manager.

Notes:

  • If you upgrade a previously-created script by opening it in a newer version of Toad, you must also migrate the scheduling task to the newer version.
  • If you install the newer version of Toad side-by-side with the older version, previously-created, scheduled scripts will continue to execute using the older version, until you migrate the scheduling tasks (provided that you do not open the scripts in the newer version).

To migrate scheduling tasks upon initial launch

  1. After upgrading Toad, and upon initial launch of the application, the Migrate Scheduled Tasks dialog opens.
  2. Select the scheduled tasks (scheduled Automation scripts) to migrate to the new version of Toad.
  3. Click OK to close the dialog.
  4. Toad immediately prompts you for your Windows password. Enter your password to migrate the scheduled tasks.

To migrate scheduling tasks using the Job Manager

  1. Select Tools | Administer | Job Manager.
  2. Click on the Job Manager toolbar.
  3. Select the scheduled tasks to migrate and click OK.

    Note: Only currently-scheduled tasks (enabled or disabled) are listed in the Migrate Scheduled Tasks dialog.

  4. Toad immediately prompts you for your Windows password. Enter your password to migrate the scheduled tasks.

Manually Edit Scheduling Tasks

On occasion you may need to modify the application path in a Windows scheduling task. You can do this by manually editing the scheduling task using the following procedure.

To manually edit a scheduling task

  1. In the Job Manager (Tools | Administer | Job Manager), right-click a task and select Edit Task.
  2. To change the version of Toad used to run the script, in the Actions tab, change the folder name in the toad.exe path.

Files Migrated During Upgrades

When upgrading to a new version of Toad, the following files can be migrated from the previous version's Application Data Directory (click the Application Data Directory link in Help | About to open the directory).

Caution! Migrating settings from a previous version of Toad may overwrite new settings files, implemented for the current release (for example, updated reports templates, layouts, etc).

File

Description

Action.log

Tracks your usage within Toad. If you agree to share this data, the file is automatically sent to Quest Software on a periodic basis.

Connections.xml

Contains all connections stored in the Navigation Manager or the New Connection window.

ConnectionTrace.log

Contains the SQL Output connection trace log file if you select Tools | Execution Trace from the menu.

ExceptionTrace.log

Contains a log of all exceptions encountered while running Toad.

FTPConnection.log

Contains a log of exceptions encountered when attempting to connect to FTP servers.

FTPConnections.xml

Contains connections to FTP servers stored in the FTP Connections window.

Quest.PersistentCache.xml

Contains the private object annotation cache options (object notes, Lookup tables, and hidden columns). You can share these options with other Toad users in Tools | Options | Database | Cache.

Settings.xml

Contains many of the global configuration settings.

SqlServerPlanPrefs.xml

Used to generate SQL Server execution plans.

ToadSupportBundle.zip

Contains the last support bundle you generated.

Folder

Description

Automation (temporary folder)

Used by automation when executing automation scripts.

Cache

Used to spool cache database metadata to disk if enabled. The data is in binary format and can always be recreated by fetching it from the database.

Context

Contains settings that depend on the context within Toad including the following:

  • Adapter—Custom data editing statements.

  • Filter—Unnamed filters defined in the Object Explorer or Database Explorer.

  • Named Filter—Named filters defined in the Object Explorer or Database Explorer.

  • TYPE—Tabs that display on the right when you select an object in the Object Explorer or Database Explorer.

Document Recovery

Contains backup copies of Editor, Query Builder, and Database Diagram files saved if you have enabled Document Recovery in Tools | Options | Environment | General.

Keyboard

Contains custom keyboard shortcut layouts.

Layouts

Contains layouts for some areas in Toad, such as tool windows that automatically display in the Editor and column layouts for the Messages tab.

ModuleSettings

Contains general settings for various components in Toad, such as whether the data grid defaults to read-only, displays not null indicators, etc.

Plugins

Used by Toad plugin components.

Session

Contains desktop configurations, including toolbar customizations and tool window locations.

SQLFormatter

Contains pre-set and user created templates for formatting SQL, and the SQL statement used to preview formatting changes in the Formatting Options page.

SQLRecall

Contains the SQL statements saved by SQL Recall.

Templates

Contains the following templates:

  • Code Templates—Templates used to define default values when creating new objects in the Object Explorer or Database Browser.

  • Scripts—Startup scripts to run when connecting.   

  • Snippets—Code Snippet entries.

  • Reports—Report entries.

Uninstall Toad

If you uninstall Toad, it may not uninstall completely. When you use Toad, you create new files such as SQL scripts, data output, or temp files, etc. The following types of files are not removed when you uninstall:

  • Any new files you create
  • Any copies of files you make for backup purposes
  • Settings files

You can uninstall Toad Data Point by using the Installer or by using the Windows Add/Remove Programs (or Uninstall a program) feature. Using the Installer is the preferred way to uninstall Toad Data Point.

To uninstall Toad

  1. Run the ToadInstaller.exe.
  2. Select Uninstall Toad Data Point only.
  3. Complete the wizard.

Licensing

To enter your license key

  1. Select Help | Licensing from the menu (ALT+H+L).

  2. Review the following for additional information:

    Authorization key

    Enter the license key for Toad.

    Site message

    Enter the site message included with the license key.

    Note: Your license key determines the edition of Toad (Base, Pro, etc.) and will enable the functionality accordingly. In many cases, if functionality is disabled within Toad, you may not have an appropriate license to use it. When Toad is running, you can see which components are licensed by selecting Help | About. For complete list of features shipped with your Toad edition see http://www.quest.com/.

Notes for Toad Data Point Users

Trial Keys

The commercial version of Toad Data Point comes pre-installed with a trial license key for your convenience. This allows you to use the application while waiting for your commercial key to be delivered.

The trial license key remains active for the designated trial period, even after you enter your commercial license key (the splash screen may continue to indicate your application is a trial version). This is helpful if you are previewing an upgrade or an advanced module.

If you entered your commercial license key and do not require the trial version, you can delete the trial key.

Important: If you delete the Trial key, any advanced features not included in your purchased edition will be disabled.

To delete a trial key

  1. Select Help | Licensing.
  2. In the Toad Licensing dialog, select the License tab for the trial license key and then click Delete License to delete the trial key.

View Intelligence Central License Information

If you have a Toad Intelligence Central connection, you can view some license information, specifically the list of modules currently licensed to that Intelligence Central server. You can use the list of modules to determine what functionality is enabled on the server.

  • To display a list of currently-licensed modules (functionality) for an Intelligence Central server, in the Connection/Navigation Manager place your cursor over the connection (connection must be open). The list of enabled modules is displayed along with other connection information.
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