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Toad Intelligence Central 3.3 - Deployment Guide

Create Intelligence Central Groups

You are here: Add New Users and Groups > Create Intelligence Central Groups

Intelligence Central allows you to create a group from existing users. You can include user accounts from both Active Directory and Intelligence Central in one group. Intelligence Central groups are identified by the following icon: .

The user creating the group is the owner of the group. The owner and users with an Administrator role are able to remove the group and edit group properties. See User Roles for more information. If the owner is deleted, then the Administrator (root) becomes the group owner.

Note: Intelligence Central groups use a flat structure and contain any number of users. A group cannot contain sub-groups or nested groups.

To create an Intelligence Central group

  1. Using a web browser, select Administration | Groups | Add Group | Create Intelligence Central Group.
  2. In the Create Group dialog, enter a name and add users. Review the following for additional information.

    Field Description
    Group name Give the group a name. A group name can be up to 128 characters: letters, numbers, space ( ), hyphen (-), underscore (_), period (.). The name is case insensitive.
    Description (Optional) Enter a description.

    Group members

    Any enabled user on Toad Intelligence Central can potentially be a group member. Select the Intelligence Central users to add to the group. Move these users to the Users in this group list. You (the user creating the group) are added to this list by default and can be removed.

    The number in brackets following Group Members indicates the number of users in the group.

    If the number of users on Toad Intelligence Central is extensive then you may like to filter the list of potential users. You can do this by typing text in the Start typing to find available users box. Remove the text to remove the filter.

Manage Users and Groups

You are here: Manage Users and Groups

The Toad Intelligence Central Administrator (root) user account is created during the installation of the Toad Intelligence Central server. This Administrator user account has access to all administrative privileges. In the Web interface, other users can be granted an Administrator role with the same privileges for managing users and groups. See User Roles for more information.

View User and Group Information

Use a web browser to view users and groups on Toad Intelligence Central. Users and groups are listed alphabetically by username. Disabled users are listed in italics. Properties of a user include the user's name and email address.

To view user/group information

  1. In the Web interface, click Administration | Users or Administration | Groups.
  2. Select a user or group to display details in the right pane.
  3. Use the following icons to identify the source of a user account or group.

    Users Groups Description

    Active Directory® users and groups.

    Log in to a web browser to view the properties of Active Directory users and groups. Use Active Directory to edit the properties of Active Directory users and groups. Users with an Administrator role (User Roles) manage that Intelligence Central is synchronized with Active Directory user and group information. For more information, see Synchronize Active Directory.

    Intelligence Central users and groups.

    The properties of an Intelligence Central user can be edited by the user themselves and by any user with an Administrator role (User Roles). The properties of an Intelligence Central group can be edited by the owner (creator) of the group and by any user with an Administrator role.

Following login from a web browser, click Administration | Users or Administration | Groups. Select a user or group to show properties.

TIP: Show / hide Active Directory users and Intelligence Central users using the on screen options. Search for users using the search bar.

Edit Users and Groups

You are here: Manage Users and Groups > Edit Users and Groups

Use a web browser to edit user and group information on Toad Intelligence Central.

Reset User Password

Users Description

The Toad Intelligence Central Administrator cannot reset the password for Active Directory users. The user should follow the standard procedure in their Active Directory environment to reset their Active Directory password.

Users with an Administrator role (User Roles) can reset the password for Intelligence Central users (authentication by Intelligence Central).

  • A new password is randomly generated for the user.
  • The Administrator can see the password.
  • The Administrator can copy the password to the clipboard.
  • If an email client is installed, the Administrator can email the password to the user.

Following log in from a web browser, select Administration | Users to list the users of Toad Intelligence Central. Select the user and in the Details pane click Reset Password.

The Administrator (root) password cannot be reset. If the Administrator password is lost then the procedure is to uninstall and reinstall the Intelligence Central server. During reinstall the Administrator is prompted to enter their password (they can enter a new password).

Change a User's Role

Users with an Administrator role (User Roles) can change a user's role. Following log in from a web browser, click Administration | Users to list the users of Toad Intelligence Central. Select the user whose role you want to change so their details are visible on screen. In the Details pane click Edit to change their role.

For more information on each of the user roles, see User Roles.

Note: The Administrator (root) role cannot be changed.

Change User's Email Subscriptions

Intelligence Central can send email notifications to users to provide information about object activities, as well as error reports. Users can select which types of email notifications they want to receive. See Email Notifications for more information.

To change a user's email subscriptions

  1. Log in using a Web browser and select Administration | Users.
  2. Select a user name.
  3. Click Change subscription and then select which email notifications this user should receive.

Disable/Enable a User

Users with an Administrator role (User Roles) can disable users from Intelligence Central. Disabled users cannot login to Toad Intelligence Central until an Administrator chooses to enable them. Objects owned by the disabled user remain on Toad Intelligence Central and can be used by users with rights to those objects.

Note:

  • The Administrator (root) cannot be disabled.
  • The Administrator cannot disable a user while that user is connected to Toad Intelligence Central.

Following log in from a web browser click Administration | Users to list the users of Toad Intelligence Central. Select the user to disable so their details are visible on screen and click Disable User.

Enable a Disabled User

Users with an Administrator role (User Roles) can enable disabled users. When the user is enabled all their data (objects and authentication, sharing and manage rights) are as before.

Users Password when enabled

When the Active Directory user is enabled their password is as per their current Active Directory password.

When the Intelligence Central user is enabled their password is randomly generated. The Administrator can see the password. It is up to the Administrator to notify the user of their new password. The Administrator can copy the password to the clipboard. If an email client is installed, the Administrator can email the password to the user.

Following log in from a web browser click Administration | Users to list the users of Toad Intelligence Central. Select the user so their details are visible on screen and click Enable User.

Remove a User

Users with an Administrator role (User Roles) can remove users from Intelligence Central.

Note:

  • The Administrator (root) cannot be removed.
  • The Administrator cannot remove a user while that user is connected to Toad Intelligence Central.
  • When the user is removed their objects are also removed. Other Intelligence Central users who may have had access rights to those objects will no longer be able to access those objects.

Following log in from a web browser click Administration | Users to list the users of Toad Intelligence Central. Select the user to remove so their details are visible on screen and click Remove User.

Remove a Group

Groups Description

Users with an Administrator role (User Roles) can remove Active Directory groups. Users in the group who are inactive on Toad Intelligence Central are automatically deleted when the group is deleted. Inactive users are users who have no published objects, no objects shared with them and are part of no other group.

Intelligence Central groups can be removed by any user with an Administrator role or the owner (creator) of the group.

Following log in from a web browser click Administration | Groups to list the groups on Toad Intelligence Central. Select the group so the group details are visible on screen and click Remove Group.

Note: When the group is removed, Share and Manage rights assigned to the group are also removed. The ability for members of the group to see / manage objects may be affected dependent on the other rights assigned to them. A user is given the highest level of rights applied to them either individually or to the group(s) they are a member of.

User Roles

You are here: Manage Users and Groups > User Roles

There are three user roles available in Toad Intelligence Central: Standard user, Power user, and Administrator. During installation of the Toad Intelligence Central server, the Toad Intelligence Central Administrator (root) user account is created. This account has access to all administrative privileges.

The root Administrator account (or any account with the Administrator role) can grant/edit the role for another user account. This can be done when creating a new account or when editing an existing account. See Users and Groups and Manage Users and Groups for more information.

Review the following role descriptions.

  • Administrator—Users with an Administrator role are granted all privileges in the administration of users, groups and objects. They are also granted some server and licensing privileges. The role of the Administrator (root user) cannot be changed.
  • Power User—Power users have all the privileges of the Standard user. In addition, Power users can force consumers to take a shared object that is published or managed by the Power user.
  • Standard User—All new users are granted the Standard role, by default.

Privileges by Role

Review the following privileges for each role.

User Management Privileges

The following table lists the user management privileges that are provided by each role. See Manage Users and Groups for more information.

Privilege/Action Administrator Power user Standard user
Add users. This privilege is configuration dependent. See Configure New User Registration. Y configuration dependent configuration dependent
View users and groups Y Y Y
Change a user's role to Administrator, Power user, or Standard user. See Manage Users and Groups. Y N N
Change a user's email subscriptions. See Specify User Email Subscriptions. Y user's profile only user's profile only
Disable/enable a user Y N N
Remove a user Y N N
Edit Intelligence Central users any user user's profile only user's profile only
Reset the password of Intelligence Central users any Intelligence Central user user's password only user's password only
Create Intelligence Central groups Y Y Y
Edit/remove Intelligence Central group any group groups owned by user groups owned by user
Remove an Active Directory group Y N N
Synchronize Active Directory Y N N

Object Management Privileges

The following table lists the object management privileges that are provided by each role.

Privilege/Action Administrator Power user Standard user
Publish objects Y Y Y
View an object and open it to view its contents all objects objects owned by or shared with the user objects owned by or shared with the user
Edit an object, grant/revoke access rights to the object, lock the object, delete the object, rename the object all objects objects owned by or managed by the user objects owned by or managed by the user
Force consumers to take a shared object published or managed by the user Y Y N
Publish Toad for Oracle analysis results to Toad Intelligence Central Y Y Y
Access Toad for Oracle analysis Web Modules Y Y Y

Misc Privileges

Only a user with the Administrator role can view and access the Server page (Administration | Server) in the Web interface. The Server page contains the following miscellaneous features:

Privilege/Action Administrator Power user Standard user

View/access Administration | Server

Y N N

Licensing Privileges

The following table lists the licensing privileges provided by each role. See License Toad Intelligence Central for more information.

Privilege/Action Administrator Power user Standard user
View licenses Y Y Y
Enter new licenses Y Y Y
Delete licenses Y N N
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