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Toad for Oracle 12.5.1 - Guide to Using Toad for Oracle

Chapter 1: Getting Started
Welcome to Toad About This Guide Help and Resources Customize Toad Create and Manage Connections Execute and Manage Code Work with Database Objects Work with Data Grids
Chapter 2: Toad Without Code
New Online Options Manage Objects Rebuild Objects Use the Master Detail Browser Import and Export Data Compare Data, Objects, and More Automate Processes and Manage Projects
Chapter 3: Toad and Your Code

Create and Manage Connections

Contents

About Database Connections

Create New Connections

Import/Export Connection Settings

Note: The links below take you to the sub-topics related to each section.

Basic Connection Controls

Manage Multiple Connections

Manage Oracle Homes

Edit Oracle Connection Files

Troubleshoot Connections

About Database Connections

This is a very general overview of how Toad connects to Oracle databases. Please refer to Oracle's documentation for more information on Oracle connections.

Troubleshooting: If your previous connections do not display in the Database Login window, ensure that the Show favorites only and Show selected home only fields in the bottom of the Database Login window are not selected.

To connect to a database server (referred to as "database"), Toad requires that you have a database client ("client") installed on your computer. A client is simply software that accesses the database through a network.

You can have multiple Oracle clients installed on your computer. These client locations are also referred to as Oracle homes, and you can select which one Toad currently uses on the Database Login window.

See the Release Notes for a complete list of the client and database versions that Toad supports.

Important: It is recommended that your client version be of the same release (or later) as your database server. This is an Oracle recommendation to prevent performance issues.

Connection Files

The Oracle client installation generally includes connection configuration files that are used to facilitate communication between your computer and the database. Toad uses the following connection configuration files, depending on the connection type you select:

Connection File Description
SQLNET.ora

Specifies configuration details for Oracle's networking software, such as trace levels, the default domain, session characteristics, and the connection methods that can be used to connect to a database (for example, LDAP and TNSNAMES). If a method is not listed, you cannot use it.

Toad uses the SQLNET.ora file for all connection methods, and consequently you must be able to access this file for any connection method.

TNSNames.ora

Defines database address aliases to establish connections to them. Toad must be able to access the TNSNames.ora file for TNS connections.

Note: If you have multiple Oracle clients installed or want to use a TNSNames.ora file on a network, you may want to use the TNS_NAMES environment variable to simplify managing TNS connections.

LDAP.ora

Defines directory access information using Lightweight Directory Access Protocol (LDAP). Toad must be able to access the LDAP.ora file for LDAP connections.

 

Create New Connections

There are a few prerequisites you must have to connect to an Oracle database.

To create a new connection

  1. Click in the standard toolbar to open the Database Login window.

    Note: You can also select Session | New Connection.

  2. Click on the Database Login toolbar. The Add Login Record window displays.

    Note: Instead of creating the connection in the Add Login Record window, you can directly enter the connection information in the Database Login window. However, this method forces you to connect to the database, and you cannot enter some of the additional connection information until after you connect.

  3. Complete the User/Schema and Password fields.

  4. Select a connection method:

    TNS

    Select a database in the Database field. Toad uses the listings in your TNSNames.ora file to populate the list.

    You can edit the TNSNames.ora file directly in Toad.

    Note: If you have multiple Oracle clients installed or want to use a TNSNames.ora file on a network, you may want to use the TNS_NAMES environment variable to simplify managing TNS connections.

    See "Create a Variable for the TNSNames.ora File" in the online help for more information.

    Direct

    Enter the Host, Port, and either the Service Name or SID of the database to which you want to connect.

    LDAP

    Select the LDAP descriptor in the LDAP Descriptor field. You can edit the LDAP.ora file directly in Toad.

    Notes:

    • Toad must be able to access the SQLNET.ora file to use any of the connection methods. Toad must also be able to access the LDAP.ora file for LDAP connections and the TNSNames.ora file for TNS connections.
    • If Toad cannot connect to one of these files, a red X displays beside the editor button for that file. For example, the following image indicates that Toad cannot access the LDAP.ora file. You would have to resolve the issue before you could make an LDAP connection.

  5. Complete the remaining fields as necessary.

    Connect as

    Select the connection privilege level field.

    Color

    Select a color to border windows that use the active connection.

    Note: The color displays in all Toad user interface elements that use the connection, which is very helpful when you have multiple active connections.

    Connect Using

    Select the Oracle home.

    Note: You can only connect to one Oracle home at a time. This field is disabled if you are already connected to a database.

    Alias

    Enter a description or Toad based alias or nickname for the connection.

    By default the alias only displays in the connections grid, but you can have Toad display the alias instead of the database name. To enable this option, select View | Toad Options | Windows and select the Use alias instead of database checkbox.

    Execute Action upon Connection

    Select to execute an action whenever Toad connects to the database. Then, click by the Action field to select the action. See "Automation Designer Overview" in the online help for more information.

    You can also select a parameter file.

    Note: Toad only executes actions upon connection when you execute through the user interface. Toad does not execute actions when it is executed through command line.

    Custom Columns

    Complete the custom fields, if you have defined any.

    Save Password

    Select to have Toad remember the password for only this connection.

    If Save passwords is selected in the Database Login window, then this field is selected by default.

    Auto Connect

    Select to have Toad automatically make the selected connection on startup.

    Favorite

    Select this checkbox to mark the connection as one of your favorites. You can have the Database Login window only display your favorites by selecting Show favorites only at the bottom of the window.

    Read Only Select this checkbox to make the connection read only, meaning that you cannot make any changes to the database. This option is especially helpful when you want to access data for a production database but you do not want to accidentally make any changes.
  6. Save the login record.

    Review the following for additional information:

    • To save the record without connecting to the database, click OK
    • To save the record and connect to the database, select the Connect checkbox and click OK.
    • To save the record and reuse the field values to quickly enter new connections, click Post.

  7. Optional: Manage multiple connections.

Import LDAP connections

The Database Browser displays columns for Server, Database, Comments, and Last Connected.

To import from LDAP:

  • In the Database Browser, click the folder icon.
  • Select Add databases to tree.

 

Import/Export Connection Settings

You can export your connections settings and import them back into Toad.

This feature is especially helpful when you need to work on a different computer or share the settings with another person. If you save your connection password, it is encrypted in the exported file.

Note: This feature was introduced in Toad 11, and consequently you can only import these files with Toad 11 and later versions.

To export connection settings

  1. Click in the standard toolbar to open the Database Login window.

    Note: You can also select Session | New Connection.

  2. Click on the toolbar.
  3. Enter a file name in the File Name field and click Save.

To import connection settings

  1. Click on the toolbar.
  2. Select the connection settings file and click Open.

You can also import LDAP connections.

Note: This feature was introduced in Toad 12.5.

The Database Browser displays columns for Server, Database, Comments, and Last Connected.

To import from LDAP

  • In the Database Browser, click the folder icon.
  • Select Add databases to tree.

 

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