Toad Intelligence Central 3.3 - Deployment Guide

Toad Intelligence Central Data Folder

ProgramData\Quest Software\Toad Intelligence Central\ stores all user information, data source connection information and mappings for the Toad Intelligence Central server. This folder will potentially grow quite large if there are lots of snapshots and published objects.

The location of this folder was defined when the Toad Intelligence Central server was installed. See Install the Intelligence Central server for more information.

The default location for the folder is C:\ProgramData\Quest Software\Toad Intelligence Central\ however the actual location may be quite different. For instance, due to the nature of this folder a decision may have been made to locate this folder on a separate drive.

The folder has three sub folders. When making a copy of this folder ensure you copy all content (files and subfolders):

• ProgramData\Quest Software\Toad Intelligence Central\appserver
• ProgramData\Quest Software\Toad Intelligence Central\conf
• ProgramData\Quest Software\Toad Intelligence Central\data

Backup the Toad Intelligence Central server

All user information, data source connection information and mappings for the Toad Intelligence Central server are stored in ProgramData\Quest Software\Toad Intelligence Central\. A backup of the Toad Intelligence Central server is a backup of this folder including sub folders.

The Toad Intelligence Central server must be stopped while the backup is made. You may want to ensure the time of the backup does not conflict with tasks Toad Intelligence Central has been scheduled to do, such as refreshing a snapshot or executing a Toad Data Point automation script.

If a backup is taken while Toad Intelligence Central services are still running the backup will be corrupted; you will not be able to restore or recover from the corrupted backup.

If your standard backup procedure involves taking an image or full backup of the hard disk then use Windows® Scheduler as documented in this section to schedule the Toad Intelligence Central backup.

Note the Toad Intelligence Central version when you make the backup. The backup can only be restored to this version of Toad Intelligence Central. For example, a backup from Toad Intelligence Central3.2 can only be restored to Toad Intelligence Central3.2. It cannot be restored to Toad Intelligence Central3.3. If you need to restore the backup data, refer to Restore Toad Intelligence Central.

Manual backup

These steps illustrate what is involved in the backup process. Ensure Toad Intelligence Central server services have stopped. Restart Toad Intelligence Central server services once backup is complete.

1. Stop the Toad Intelligence Central server
2. Copy the entire ProgramData\Quest Software\Toad Intelligence Central\ folder including subfolders to an appropriate back up media.
3. Restart the Toad Intelligence Central server

Executable backup

Toad Intelligence Central is distributed with an executable file that automatically follows the steps of the manual backup.

From the Windows Server® that hosts the Toad Intelligence Central server

1. Log in as Administrator.
2. Open a command prompt.
3. Change directory to the Toad Intelligence Central server bin folder (by default Program Files\Quest Software\Toad Intelligence Central\bin).

4. Execute the backup.bat command. For example: backup.bat "c:\backup folder"

   Optionally, enclose the target folder for the backup in quotes. In the example the target folder is "c:\backup folder". If the target folder is not specified then the backup will be saved to: ProgramData\Quest Software\Toad Intelligence Central\backup

Verification:

• Open the backup folder to ensure Toad Intelligence Central data folders have been backed up. (See Toad Intelligence Central Data Folder)
• Verify Toad Intelligence Central server services restart once the backup is complete.

Scheduled backup

Use Windows Scheduler to schedule a local backup of the data files. Follow this procedure if your standard backup procedure involves taking an image or full backup of the hard disk.

1. Open the Windows Task Scheduler.

   From the Windows server that hosts Toad Intelligence Central, log in as Administrator. Click Start | Control Panel | System and Security | Administrative Tools | Task Scheduler.

2. Click Action | Create task.

   On the General tab, give the task a Name and select Run with highest privileges.

   On the Triggers tab, click New. Set your required back up schedule. As a consideration, ensure this schedule does not conflict with the schedules set for Toad Intelligence Central such as snapshot refresh and Toad Data Point automation script execution. Ensure the schedule is set to complete prior to the full machine backup.

   On the Actions tab, click New.

   • The required action is to Start a program.
   • The program is located in the bin folder in the Toad Intelligence Central server install folder (by default Program Files\Quest Software\Toad Intelligence Central\bin).
   • The name of the program is backup.bat.
   • Set the Add arguments field to the target folder for the backup.
   • Set the Start in field to the bin folder in the Toad Intelligence Central server install folder (by default Program Files\Quest Software\Toad Intelligence Central\bin).

Restore Toad Intelligence Central

Follow these instructions to restore a backup of the Toad Intelligence Central server. To backup the Toad Intelligence Central server see Backup the Toad Intelligence Central server.

1. Stop the Toad Intelligence Central server

2. Copy the entire backed up ProgramData\Quest Software\Toad Intelligence Central\ folder to the ProgramData\Quest Software\Toad Intelligence Central\ folder used by the installation.

   • Merge the files to keep both current and backed-up content.
   • Overwrite the files to replace content.
3. Restart the Toad Intelligence Central server

Migrate Toad Intelligence Central

Copy ProgramData\Quest Software\Toad Intelligence Central\ from one Toad Intelligence Central server installation to another. ProgramData\Quest Software\Toad Intelligence Central\ stores all user information, data source connection information and mappings. See Toad Intelligence Central Data Folder for more information.

If you upgraded from Intelligence Central 3.2 (or earlier), the location of this folder might be ProgramData\Dell\Toad Intelligence Central.

1. For the Toad Intelligence Central server you are migrating from:

   1. Stop the Toad Intelligence Central server

   2. Make a copy of ProgramData\Quest Software\Toad Intelligence Central\.

2. For the Toad Intelligence Central server you are migrating to:
   1. Stop the Toad Intelligence Central server
   2. Replace ProgramData\Quest Software\Toad Intelligence Central\ with the copy you made in Step 1.b.
      • Merge the files to keep both the current and backed up content.
      • Overwrite the files to replace the current content.
   3. Restart the Toad Intelligence Central server

3. For the Toad Intelligence Central server you are migrating from:

   1. Optionally, Restart the Toad Intelligence Central server
4. The Administrator connects to Toad Intelligence Central via a web browser
   1. The Administrator password is the Administrator password for the Toad Intelligence Central server you migrated from.
   2. Reenter the Toad Intelligence Central License.
   3. Notify Toad Intelligence Central users of the change. If the host name or IP address of the Toad Intelligence Central server has changed then they will need to update their connection details as appropriate.

   Note: A known issue on connecting to Toad Intelligence Central following migration is Error fetching build_arch for Intelligence Central server. If you see this error then right click the Data folder in ProgramData\Quest Software\Toad Intelligence Central\ and select Properties. On the General tab in the Attributes section ensure Read-only is NOT selected.

5. Data connectivity

   Some data source connections make use of drivers installed on the Intelligence Central server. Ensure all drivers required by the Intelligence Central server data source connections are installed on the new Intelligence Central server.