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Toad Intelligence Central 3.3 - Deployment Guide

Configure New User Registration

You are here: Manage Users and Groups > Configure New User Registration

The root Administrator account (or any account with the Administrator role) can place some restrictions on how new users are registered and how accounts are created in Intelligence Central.

Enable/Disable Add Users and Self-Registration

By default anyone can self-register and add users to Toad Intelligence Central. Any user with an Administrator role can disable self-registration.

To enable/disable add users and self-registration

  1. Use a web browser to log in to Intelligence Central as a user with the Administrator role.
  2. Select Administration | Server | Users.
  3. In the New User Registration section, select one of the following options.

    Only the Administrator can add users Select this option to allow only users with an Administrator role to add users to Intelligence Central.

    Anyone can self-register and add users

    Select this option to allow anyone to self-register and add users. A pre-existing account on Toad Intelligence Central will not be required when self-registering.

    • Allow browser self-registration—Select this option to allow self-registration through the Intelligence Central Web interface (browser).

      This option is enabled by default. Depending on your security requirements, you may choose to disable this ability.

For more information about Administrator privileges, see User Roles.

Specify Default User Role

You can specify a default role for new accounts.

To specify default user role

  1. Use a web browser to log in to Intelligence Central as a user with the Administrator role.
  2. Select Administration | Server | Users.
  3. In the Default user role field, select a role from the drop-down list.

Restrict Registration to Active Directory Users

You can require that new accounts use only Active Directory credentials.

To restrict new accounts to Active Directory users

  1. Use a web browser to log in to Intelligence Central as a user with the Administrator role.
  2. Select Administration | Server | Users.
  3. Select New users can register with Active Directory (Windows) credentials only. When selected, only Active Directory users can be added to Toad Intelligence Central. No new Intelligence Central users can be added.

Synchronize Active Directory

You are here: Manage Users and Groups > Synchronize Active Directory

When a domain in the Active Directory® forest is synchronized with Intelligence Central, changes to users and groups in the domain are replicated on Intelligence Central. Any user with an Administrator role (User Roles) can manage synchronizing Toad Intelligence Central with Active Directory.

Synchronize status

From a web browser login to Intelligence Central as a user with an Administrator role. Click Administration | Server | Users.

Table 1: Domains in the Active Directory forest synchronized with Toad Intelligence Central

Field / Action Description

Domain

Show all domains in the Active Directory forest synchronized with Toad Intelligence Central.

Last synchronized

Show the time the domain was last synchronized with Toad Intelligence Central.

If the last attempt was unsuccessful then the error is reported in red.

Edit

Click to Show / Change the username and password used to connect to the domain. This username / password pair is used to synchronize Toad Intelligence Central with Active Directory. The credentials are saved on Toad Intelligence Central.

Remove

Click to remove the domain from this list. The users and groups added from this domain will remain on Toad Intelligence Central, but will not be synchronized again. The Active Directory credentials saved on Toad Intelligence Central are removed.

Synch Now

Click to synchronize Toad Intelligence Central with the domain now. Note that if a Synchronization operation is already in progress then Toad Intelligence Central must wait till that is finished before it can synchronize again.

Add Domain

Click to add a domain to this list. You will be prompted for credentials to Active Directory. These credentials will be used to synchronize Toad Intelligence Central with the domain.

Synchronize rules

Changes to users and groups in Active Directory are replicated on Intelligence Central according to the following rules.

Synchronization is scheduled for daily at 12:00 AM (Intelligence Central server time). The time of this automated synchronization schedule cannot be changed.

Table 2: Synchronization rules

Active Directory Toad Intelligence Central
User details updated Update the user details from Active Directory (name and email address).
User disabled Disable the user in Intelligence Central

User deleted

Delete the user from Intelligence Central if the user is inactive. Inactive users have no published objects, no objects shared with them as an individual and are part of no other group.

Otherwise, disable the user in Intelligence Central. This is to ensure that if the user owns any objects that they will be kept.

User renamed Delete or disable the old user in Intelligence Central (as above). A new user account is not automatically created in Toad Intelligence Central.
User enabled Enable the user in Intelligence Central.
Group details updated Update the group details in Intelligence Central (name and description).
Group deleted Remove the group from Intelligence Central. Users in the group who are inactive on Toad Intelligence Central are automatically deleted. Inactive users are users who have no published objects, no objects shared with them and are part of no other group.
Group membership updated (User added to the group) Add the user to the group in Intelligence Central. Create a the new Intelligence Central user account if the user does not already have one.
Group membership updated (User removed from the group) Remove the user from the group in Intelligence Central. Delete the user if the user is inactive. Inactive users have no published objects, no objects shared with them as an individual and are part of no other group.

Email Notifications

You are here: Email Notifications

Intelligence Central can send activity reports and error alerts to users for objects they own or manage. A user with the Administrator role can receive an additional report—the Daily or Weekly Digest—that summarizes activities relevant to the Administrator role.

How to Configure Notifications

Email notification can be configured at three different levels.

  • Server level—Enable/disable email service at the server. Only users with the Administrator role can perform this configuration. See Server-Level Configuration for Notifications.
  • User level—Subscribe/unsubscribe an individual user to the email notification service. Only users with the Administrator role can perform this configuration. See Server-Level Configuration for Notifications.
  • Email notification level—Select which email notifications each individual user receives. Users with the Administrator role can configure email notifications for other users. Each user can edit their own profile. See Specify User Email Subscriptions.

Types of Email Notifications

There are four types of email notifications.

  • Personal Digest—Provides a summary of activity for the objects a user owns or manages.
  • Error Alerts—Sent when an error occurs during script execution or snapshot refresh for objects a user owns or manages. Also available to Administrators.
  • Daily Admin Digest—Provides a daily summary of activities relevant to the Administrator role. Available to Administrators only.
  • Weekly Admin Digest—Provides a weekly summary of activities relevant to the Administrator role. Available to Administrators only.

Server-Level Configuration

You are here: Email Notifications > Server-Level Configuration

Before Intelligence Central can start sending email notifications, the email notifications service must be enabled on the Intelligence Central server. In addition, the SMTP mail server must be configured. Both of these actions can be performed by a user with the Administrator role.

A user with the Administrator role can also subscribe/unsubscribe individual users to the email notification service.

To enable notifications and configure the SMTP mail server

  1. Select Administration | Server | Notifications.
  2. Select On in the Email notifications field.
  3. Click Configure SMTP Mail Server.
  4. In the Configure SMTP Mail Server dialog, enter the mail server host name.
  5. If your SMTP mail server supports TLS/SSL, select Use TLS/SSL. This will encrypt email communications between Intelligence Central and your SMTP mail server.
  6. If the SMTP server requires authentication, select the check box and enter credentials.
  7. From address—Enter an email address to use as the sender address in each email.
  8. Subject prefix—Enter a prefix to use at the beginning of the Subject line of each email.
  9. Click Send Test Email to test your email configuration.
  10. Click Save to save your settings and close the dialog.

To subscribe/unsubscribe users

  • To unsubscribe a user, select the user name in the Subscribers list (left pane) and click the right arrow to move the user to the Unsubscribed list (right pane).
  • To resubscribe a user, select the user name in the Unsubscribed list and move the user to the Subscribers list.
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