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Toad Data Point 5.0 - Installation Guide

Configure DB2 Client Connections

Setting up connections to the DB2 for LUW databases and DB2 for z/OS subsystems that Toad will manage requires two main steps.

Step 1. Configure DB2 client connections - Before you can create a connection profile, each of the databases or subsystems must be cataloged on the DB2 client. This topic helps you with that process.

Step 2. Create connection profiles - Step 2 involves creating Toad connection profiles for the cataloged DB2 databases or subsystems. Each profile contains the information that Toad needs to connect to the system, such as the user ID and password, DB2 registry settings, and the default schema. See Create Toad Connection Profiles for DB2 for more information.

Note: You must have a DB2 client installed before you can configure client connections and create connection profiles. Beginning with Toad Data Point 3.6, a DB2 client is no longer included in the product installation. Refer to IBM for information regarding a DB2 client download, http://www-01.ibm.com/software/data/db2/linux-unix-windows/downloads.html, or consult your organization's IT department. For a list of supported DB2 client versions, see the Toad Data Point Release Notes.

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If You Previously Used the Toad DB2 Client

If you previously used the Toad DB2 client installed with earlier versions of Toad Data Point, you may need to do the following:

  • Install a DB2 client from IBM and set it as the default. Because Toad no longer installs a client along with the product, you must now have a DB2 client from IBM installed to use your DB2 connections.
  • Transfer the catalog from the previous Toad DB2 client to your current default DB2 client. If you used the Toad DB2 client in a previous version of Toad, install a default DB2 client from IBM, and then transfer the catalog from the Toad client to the new default DB2 client. See Transfer a Catalog Any Time After Initial Setup.

To check default client

  • You may want to check that the correct client is set as the default, before you import a catalog to it. The default client is identified as such in the Start menu (Start | All Programs | IBM DB2). The default client has “(Default)” after the client name.

To specify default client

  • You can specify the default client using the Database Client Interface Selection Wizard (Start | All Programs | IBM DB2 client name | Database Client Interface Selection Wizard).

Use one of the following methods to catalog each of the databases or subsystems on the DB2 client.

Transfer a Catalog Any Time After Initial Setup

Use this method to transfer a catalog from another DB2 client on your machine to your default DB2 client. If you previously used the Toad DB2 client installed with the product in prior versions, use this method to transfer the catalog from the previous Toad DB2 client to your current default DB2 client.

To transfer a catalog any time after initial setup

  1. In the Connection Manager, click in the toolbar.

    Note: If the Client Configuration Wizard opens, Toad found only one DB2 client installed.

  2. From the DB2 Client list, select the name of the DB2 client whose catalog you want to transfer to your default DB2 client.

    This list contains all current previously installed DB2 clients on your computer, including the default DB2 client instance and any Toad DB2 client installations.

  3. Click OK.
  4. To create a connection in Toad for any of the transferred catalog entries, see Create Toad Connection Profiles for DB2.

Note: Toad for DB2 supports LDAP connections. See Configure DB2 LDAP Support for more information.

Maintain DB2 Client Connections

Additionally, Toad provides functionality to perform the following maintenance on the catalog you set up for the current DB2 client:

After you have set up the catalog on the current DB2 client, you can proceed to the second phase of the Toad connection setup. This phase involves creating Toad connection profiles for the cataloged DB2 databases or subsystems. See Create Toad Connection Profiles for DB2 for more information.

 

Related Topics

Create DB2 Connections

Configure DB2 LDAP Support

You can create DB2 Lightweight Directory Access Protocol (LDAP) connections when the DB2 client installed with Toad is configured for LDAP. Configuring the client consists of enabling LDAP support and specifying the host name and port number of the LDAP server. Once the client is configured, Toad retrieves names from your LDAP server and displays them in the Database Alias list in the Connections window.

Notes:

  • You must configure LDAP support for the DB2 client installed with Toad regardless of whether an existing DB2 client on the computer is already configured to support LDAP.

  • Currently, Toad for DB2 supports only the access of DB2 LDAP catalog entries. Toad does not support the management of these entries.

To configure the DB2 client for LDAP

  1. Open the Command Window for the DB2 client installed with Toad by selecting Start | All Programs | IBM DB2 | <ToadCom, ToadEval, or ToadFree> | Command Line Tools | Command Window.

  2. Enter the following command to enable LDAP support:

    db2set DB2_ENABLE_LDAP=YES

  1. Enter the following command to specify the TCP/IP host name and port number of the LDAP server:

    db2set DB2LDAPHOST=<hostname[:port]>

    The port number defaults to 389 (default LDAP port) if you leave the port number blank.  

  1. Exit the Command window.

  2. Launch Toad and open the Connections window.

    Databases on the LDAP server should be available from the Database alias drop-down list in the Connections window. To complete the Toad connection setup, you must create a Toad connection profile for each database. See Create Toad Connection Profiles for DB2 for more information.

 

Related Topics

Create DB2 Connections

Create DB2 Connections

Setting up connections to the DB2 for LUW databases and DB2 for z/OS subsystems that Toad will manage requires two steps.

Step 1. Configure DB2 client connections - If you use a DB2 client each of the databases or subsystems must be cataloged on the client. See Configure DB2 Client Connections to learn how to catalog databases/subsystems.

Step 2. Create connection profiles - Step 2 involves creating Toad connection profiles for DB2 databases or subsystems that were either cataloged in the DB2 client or imported from your Data Server Driver configuration file. Each profile contains the information that Toad needs to connect to the system, such as the user ID and password, DB2 registry settings, and the default schema. If you use IBM DSD environment you can import your connection profile from a Data Server Driver configuration file.

Note: You must have a DB2 client installed before you can configure client connections and create connection profiles. Beginning with Toad Data Point 3.6, a DB2 client is no longer included in the product installation. Refer to IBM for information regarding a DB2 client download, http://www-01.ibm.com/software/data/db2/linux-unix-windows/downloads.html, or consult your organization's IT department. For a list of supported DB2 client versions, see the Toad Data Point Release Notes.

Note: The default location of your Data Server Driver configuration file is in ...Program Data\IBM\DB2\IBMDBCL1\cfg. The default config filename is db2dsdriver.cfg.

Note: When you connect using IBM Data Server Driver the Database button and the toolbar option in Tools | LUW Database Options will not be available.

Click here to view a video about creating connections in Toad Data Point

Connection Using a Custom Connection String

You can also connect to your DB2 database/subsystem using a custom connection string.

  • Select Connect Using | Connection String in Connection Properties
  • Enter Database alias, Host name, Login, and Password and the connection string will be automatically updated according to what you enter
  • You can save a connection created using a custom connection string in your Connection Manager

If You Previously Used the Toad DB2 Client

If you previously used the Toad DB2 client installed with earlier versions of Toad Data Point, you may need to do the following:

  • Install a DB2 client from IBM and set it as the default client. Because Toad no longer installs a client along with the product, you must now have a DB2 client from IBM installed to use your DB2 connections.
  • Transfer the catalog from the previous Toad DB2 client to your current default DB2 client. If you used the Toad DB2 client in a previous version of Toad, install a default DB2 client from IBM, and then transfer the catalog from the Toad client to the new default DB2 client. See Configure DB2 Client Connections for more information.

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Create Connection Profiles

Use one of the following methods to create Toad connection profiles:

Manage Connections

After you have completed both phases for configuring Toad connections to DB2 databases or subsystems, the Connections window lists all the configured connections, allowing you to perform the following:

  • Connect to and manage a DB2 database or subsystem through Toad

  • Troubleshoot connection issues

Note: Click to open the Client Configuration Wizard. See Configure DB2 Client Connections for more information.

Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory link in Help | About.

 

Related Topics

Understand Toad Connections

Switching Connections in Toad

Create Excel Connections

Connecting to an Excel file is easy. To create the connection, simply open the Excel file from the Create New Connection dialog .

To create an Excel connection

  1. Click on the Navigation or Connection Manager toolbar.

  2. Select Excel from the Group list.

  3. Browse to and select the Excel file.
  4. Complete the Create New Connection dialog. Review the following for additional information:

    General Tab Description

    Category

    Select a category if you want to color code your connection.

    Tip: The color is applied in the Connection Manager and other connection dialogs. You can also create a new category for your connection. See Set Connection Categories for more information.

    Advanced Tab Description

    Enable import mode

    Select this checkbox to set IMEX=1 in the connection string, which converts intermixed data to text.

    Show system tables

    Select to display worksheets as system tables. Toad uses the worksheet name suffixed with a dollar sign ($).

    Automatically create ranges

    Select this option if you want Toad to automatically create named ranges. Toad creates one named range in each worksheet (unless the Toad name, AutoRange_<worksheet name>, already exists).

    Note: Toad does not overwrite the user defined named ranges. The Toad-created named ranges and the user defined named ranges are both visible in the Object Explorer after connecting.

    Deselect this option if the Excel file contains user defined named ranges and you do not want Toad to create additional named ranges.

    Important: If you deselect this option, and your Excel file does not contain named ranges, Toad is unable to create tables from your data.

    The feature is selected by default.

    Hide named ranges

    Select the named ranges to hide.

    Note: Named ranges are not displayed until after a connection is created (in the Connections or Connection Properties dialog). In Excel 2007 files, named ranges are not displayed for active connections.

    Open in Excel

    Click to open the selected file in Excel. This is useful if you want to modify your file or define named ranges before connecting.
  1. Click Connect to connect immediately while saving the connection information. Optionally, click Save to save the connection without connecting.

Understand how Toad creates data tables from an Excel file

Toad uses Excel named ranges (regions) to define the data to include in a table. Therefore, any data that you want to display and easily query in Toad must be included in an Excel named range (region).

You can create named ranges using one of the following methods:

  • Preferred method: You can ask Toad to automatically create named ranges when you create the connection to the Excel file. Toad creates one table from each worksheet and includes the contents of every formatted cell.
  • If you do not want to include a worksheet's entire contents in one named range, or if a worksheet contains more than one table, then define the named ranges ahead of time in Excel.

To create a named range in Excel

  1. In the Excel file, select the data that you want to include in the table (including column headings). Then define a named range.

    » In Excel 2003, select Insert | Name | Define.
    » In Excel 2007, right-click the data and select Name a Range.
  2. Save your Excel file. In Toad, create a new connection to the file. In the New Connection dialog, deselect Automatically create ranges.

To allow Toad to automatically create named ranges

» When creating a new connection to the Excel file, in the New Connection dialog, select Automatically create ranges. Toad creates one named range for each worksheet and includes the contents of every formatted cell.

Tip: For an Excel file with an existing connection, in the Navigation Manger, right-click the file and select Properties. On the Advanced tab, select Automatically create ranges. Toad creates the named ranges the next time you reconnect to this file.

To hide named ranges

You can hide an Excel file's named ranges so that they do not display as tables in the Object Explorer.

  1. In the Navigation Manager, right-click an Excel file connection and select Properties.

    Note: In Excel 2007 files, the connection must be inactive for the named ranges to display.

  2. On the Advanced tab, select the named ranges to hide.

To view or modify connection properties

To view an Excel connection's properties, do one of the following:

  • Right-click an Excel file connection in the Navigation or Connection Manager and select Properties.
  • Select on the Connections toolbar to open the Connections dialog. Select the Excel file connection in the left pane to view the connection properties in the right pane.

Considerations and Limitations

Consideration/Limitation Description

Excel 2016 64-bit or

Office 365 64-bit

To successfully create a connection to an Excel file using Excel 2016 64-bit, the Microsoft Access Database Engine is required and might not have been included in the Excel installation. In addition, the architecture (bitness) of the engine must match the bitness of Toad.

If using 64-bit Toad, the 64-bit version of Microsoft Access Database Engine is required.

If using 32-bit Toad, the 32-bit version of Microsoft Access Database Engine is required.

  1. You can download the 64-bit or 32-bit Microsoft Access Database Engine components at: https://www.microsoft.com/en-us/download/details.aspx?id=13255.
  2. Be sure to select the appropriate version (64-bit or 32-bit) of the AccessDatabaseEngine.exe installer to match the bitness of Toad.

Note: This requirement applies only to connections to Excel, not to the Toad functionality of importing/exporting to Excel.

Troubleshoot Excel

To troubleshoot Excel issues, see the following:

Click here to view a video about creating connections in Toad Data Point

Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory link in Help | About.

 

Related Topics

Understand Toad Connections

Switching Connections in Toad

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