Toad Intelligence Central 3.3 - Deployment Guide

Register Server-Side Application

In the Web interface, you can register and manage server-side applications to be used in Automation. For example, register Toad for Oracle to run Automation Apps on an Intelligence Central server.

An Intelligence Central user with the Administrator role can register server-side applications.

To register a server-side application

1. Install the application on the Intelligence Central server, if not already installed.
2. In the Intelligence Central Web server, select Administration | Server | Toad for Oracle Automation. The Automation Applications section displays the list of currently-registered applications.
3. To register the server-side application, click Add Application. Then enter a name and the full path to the application on the Intelligence Central server.
4. After the application is registered, when publishing Automation Apps, the client application requires only the name of the registered server-side application instead of the full path to the application on the Intelligence Central server. You can register an application, a program, or a script.

Manage Objects

Users with an Administrator role are automatically granted Manage privileges to all objects on Toad Intelligence Central. See User Roles for more information.

In addition to the following object-management activities, the Web interface provides object usage reports. See View and Download Reports for more information.

View Objects

In the Web interface, use the Home page to view the objects in Intelligence Central. You can also view a list of objects per user (or group) on the Users page (or Groups page).

Users can see only the objects that they own or that have been shared with them, with the exception of the Administrator. The Administrator can view all objects on Intelligence Central.

To view objects and object details

1. From a web browser, log in to Intelligence Central.
2. Click Home to show objects in their folder structure.
3. Enter a partial text string in the Search text box to filter objects.
4. Select an object to display details in the right pane.
5. To view objects associated with a user, go to Administration | Users. Select a user to display a list of objects shared with the user and a list of objects published by the user.
6. To view objects shared with a group, go to Administration | Groups and select a group.

Objects, Users and Groups

When a user with an Administrator role generates a list of objects they see all objects on Toad Intelligence Central. When any other user generates a list of objects they see the objects for which they have Share or Manage rights. Another user may not see all the objects that the Administrator can see.

Show the objects owned by a particular user

From a web browser with log in to Intelligence Central, click Administration | Users and select the user. The objects owned by that user are listed in the Published Objects pane. Tabs show the number of objects that are Private (to that user) and Shared (with other Toad Intelligence Central users). Click the Private / Shared tabs to show / hide these objects.

Show the objects shared with a particular user

From a web browser with log in to Intelligence Central, click Administration | Users and select the user. The objects shared with that user are listed in the Shared Objects pane.

Show the objects shared with a particular group

From a web browser with log in to Intelligence Central, click Administration | Groups and select the group. Objects shared with that group are listed in the Shared Objects pane.

Data Connectivity and Data Objects

Data connectivity functionality allows Toad Data Point users to publish data objects (views, snapshots, and datasets) to Intelligence Central. Data objects are published to Intelligence Central as a way to store and share data from remote data sources.

ODBC Connectivity

When data is published from a remote data source by a Toad Data Point user, the connection information is stored on Intelligence Central. Intelligence Central uses ODBC connectivity to connect to relational database sources that have been defined by Toad Data Point.

User Access to Remote Data Source - Authentication

When a Toad Data Point user publishes a data object to Intelligence Central, the object is associated with a particular data source connection. This data source connection in Intelligence Central must have a login ID (or authentication key) to use when connecting to the remote data source. This ID / authentication key is created when the object is published and can be either shared or personal. A shared ID / authentication key can be used by any user when accessing the remote source. A personal ID / authentication key requires that each user log in using their own personal login credentials when accessing the remote source.

Authentication

The ability of any user, including a user with an Administrator role, to download an object where data is sourced from a remote data source is dependent on the authentication granted to that user. The Administrator role is not automatically granted authentication to view data sourced directly from remote data sources.

The following table describes the origin of data and the authentication requirements for the data objects in Intelligence Central.

Icon	Object	Description
	Tables	Tables are tables of data mapped from data source mappable objects. The data is sourced direct from the data source. Authentication is required to view the contents of the object.
	Views	Views are saved SQL statements. When the SQL statement is executed, data is sourced direct from the data source. Authentication might be required to view the result set if the object was published with a personal key. Authentication is not required if published with a shared key.
	Snapshots	Snapshots are the result set of an executed SQL statement (View) or table. The data is stored on Toad Intelligence Central. Authentication is not required to view the result set.
	Mappable Objects	Mappable objects are data source objects that can be potentially mapped to tables. Authentication is required to list mappable objects and map tables.

Toad Data Point Automation Script Execution

If the Automation Script scheduled to execute on the Toad Intelligence Central server includes an instruction to send an email, then in order for that email to be sent the Toad Intelligence Central server must have access to an email SMTP port.

If the Automation Script scheduled to execute on the Toad Intelligence Central server includes an instruction to run a macro in an Excel spreadsheet, then Microsoft Excel must be installed on the Toad Intelligence Central host computer for the macro to successfully execute.

View and Download Reports

The Web server provides a Reports section which allows you to view and create reports about Intelligence Central object usage. The Reports landing page provides a dashboard-type view that displays top-level usage statistics. The Reports feature is designed mainly for Administrators, but all users can view and export usage reports.

Dashboard View

The dashboard displays top-level usage statistics. Use the dashboard to drill down to more-detailed information or object details. The dashboard graphs group data into the following categories:

• Most-popular objects
• Percentage of objects used
• Most-often published objects

To Filter the Dashboard View

• Select a time period from What’s happened over the.

What's popular?

This chart displays the most popular objects, i.e., the objects that have been downloaded or queried the most. You can click an object name to view object details.

1. Click an object name to open the Home page with the object selected.
2. In the Home page you can view the object details or perform additional actions on the object, such as download the object.

What's been used?

This graph displays the percentage of objects used (downloaded or queried) in Intelligence Central. Click a graph data point to see the data broken down into usage statistics for the individual objects. Use filtering to narrow your results.

1. Click either the Objects Used or Objects Not Used section of the graph to view a breakdown of the data.
2. In the Objects Used or Objects Not Used page, you can filter results by selecting a different time period.
3. Filter results by object. (Objects Used) In the Object Downloads and Queries chart, click an object’s bar or value to filter the data grid by that object.
4. Filter results by date. (Objects Used) In the Daily Downloads and Queries graph, click a data point to filter the data grid by that date.
5. To sort by a column in the data grid, click the column header.
6. To export the data in the data grid, click Download CSV.

What's been published?

This graph shows what types of objects have been published during the selected time period, as well as the percentage for each object type. Click a graph section to view publishing statistics related to each object type.

1. Click a section of the graph to view a breakdown of the data for that object type.
2. In the object type page, you can filter results by selecting a different time period.
3. Change object type. To see results for a different object or for all objects simultaneously, select an option from the second drop-down list.
4. Top 10 Publishers. Click to see data for the top 10 publishers. In the Top 10 Publishers chart, hover the cursor over a bar to see a breakdown by Sharing option. Click a bar to filter the data grid by that publisher. To clear the filter, click the highlighted bar again.
5. All Publishers. Click to see data for all publishers. Click a publishers name to filter the data grid by that publisher. Click a value to filter the data grid by that criteria.
6. To sort by a column in the data grid, click the column header.
7. To export the data in the data grid, click Download CSV.

Support Bundle

A support bundle can assist in the diagnosis of issues such as data connectivity and query performance. To help troubleshoot these issues, you might want to generate a support bundle to send to Quest Software Technical Support. See the following for more information:

• Create a Support Bundle