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Toad Intelligence Central 3.3 - Quick Start Guide

Object Details

You are here: Objects > Object Details

From a web browser, click Home. Select the object to show details.

 

Table 1: Object details

Detail Description

Name

The name of the object. Managers of the object can rename the object.

The name of the object must be unique for the object type and owner (user). So an owner (user) cannot have two Dataset type objects with the same name.

Objects of the same name and type can be organized into the same folder. Published objects of the same name and type are differentiated by owner name. Objects sourced from data sources with the same name are differentiated by data source name.

Note: Data Connectivity object types Tables and Mappable objects cannot be renamed.

Data Connectivity object types sourced from data sources are Tables, Views and Snapshots. For a given data source no two objects can have the same name. So for example if a table called "tabledata" exists for a given data source then no other Table, View or Snapshot can be created called "tabledata" on Toad Intelligence Central for that data source. Note that it is possible for an object called "tabledata" to already exist without you being able to see it, since you can only see the objects that have been shared with you.

Description

The object's description. This is a short textual description of the object. The description is (optionally) written when the object is published / created and can be edited by Managers of the object.

Tags

Tags assigned to the object. Tag names are made up by the users of Intelligence Central. Typical examples of tag names are: the product name, the project name or version number. Tags are a textual indicator that help the users of Toad Intelligence Central locate or group similar objects. Tags are an organizational tool. Tags are collectively managed by the users of Toad Intelligence Central.

Valid characters are letters, numbers, space ( ), dash (-), underscore (_) or dot (.). Letters entered in upper case are converted to lower case.

Folder

The folder the object is in. The folder tree is an organizational structure collectively managed by the users of Intelligence Central. The object will be accessible from the parent folder. The parent folder is (optionally) assigned when the object is published / created and can be changed by Managers of the object.

The No folder assigned folder is a special folder.

  • The No folder assigned folder holds all objects not yet moved (or assigned) to other folders.
  • The No folder assigned folder cannot be moved, renamed or deleted.
  • The No folder assigned folder cannot have sub folders.

Object Type

The object type relates to what you can do with the object and where the object came from. The object type is identifiable by icon.

Toad artifacts are created in a Toad product then published to Toad Intelligence Central. There are many types of artifact. Each type is identifiable by icon.

Data Connectivity object types are Tables, Views, Snapshots, Mappable Objects and Datasets. Use of Data Connectivity requires a Toad Intelligence Central Data Connectivity License.

Database

Database is the database the object is in. This may vary dependent on the application used to publish the object to Toad Intelligence Central.

For example, Toad Data Point users can personalize the database when they publish the object to Toad Intelligence Central for all object types except Automation scripts. If the database is not personalized from Toad Data Point the object is stored in database published_objects or <folder name>. For Data Connectivity objects created in the Admin Console, Database is the display name of the data source in Toad Intelligence Central.

Source

For Data Connectivity objects, the Source is the actual name of the originating data source.

In Automation scripts, this field displays the connections included in the script.

Status (Automation script and snapshot) Displays the last run or refresh time.

Schedule

(Automation script and snapshot) Displays the script or snapshot schedule.

Publisher

The user on Intelligence Central who created the object.

Created

The date and time the object was created.

Updated

The date and time the object was last modified.

  • by <user>—The user on Intelligence Central who last modified the object.

Visibility

The object's visibility status. The visibility status can be changed by Managers of the object.

Private The object can be seen by the owner and Administrator.
Shared The object can be seen by the owner, Administrator and selected users and groups.
Public The object can be seen by all Intelligence Central users.

 

Note: When visibility rights are assigned to a group (of users), any new member that is added to the group will automatically be granted the rights granted to the group. When the user is removed from the group, any rights associated with that group are removed for that user. A user is given the highest level of rights applied to them either individually or to the group(s) they are a member of.

Managers

Managers of an object have privileges to do the following:

  • Edit the object
  • Allow others to see and edit the object
  • Lock the object
  • Delete the object
  • Rename the object

Initially the Administrator and owner of the object are managers. More managers can be assigned when the object is created. Managers can assign manage rights to other Toad Intelligence Central users.

Note: When rights are assigned to a group (of users), any new member that is added to the group will automatically be granted the rights granted to the group. When the user is removed from the group, any rights associated with that group are removed for that user. A user is given the highest level of rights applied to them either individually or to the group(s) they are a member of.

Locked date

If an object is locked then only the user who locked the object and the Administrator can manage the object.

Status Description
Locked

The user that locked the object and the Administrator can manage the object (including unlock the object). All other Managers of the object (including the owner) will be able to see the object but not manage it.

Unlocked All Managers of the object can manage the object.

Locked by

For locked objects, the user who locked the object.

Row Count (Dataset and snapshot) Displays the row count for the data object.

Lower Pane

For some objects, additional information is displayed in the lower portion of the Details pane. For these objects, select a tab and click Expand to display the full contents of the tab.

Note: Object details can be modified in an appropriate application such as Toad Data Point. Object details cannot be modified through web browser access to Toad Intelligence Central.

Send Email from Details Pane

You can send an email to a user by clicking the user name in the Details pane.

  1. In the Details pane, click a user name in, for example, the Visibility, Publisher, or Managers fields.
  2. This action opens an email pre-populated with the user’s address and the object name. Add a message and additional information before sending the email.

Data Connectivity

You are here: Objects > Data Connectivity

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.

Note: A Toad Intelligence Central Data Connectivity license is required to enable data connectivity functionality in Intelligence Central.

Users of Toad Intelligence Central can log in to the web browser, view and download Data Connectivity objects that have been shared with them.

  1. Log in to the web browser.
  2. Click Home.
  3. Locate the object. See Find Objects for more information.
  4. Select the object to show details. See Object Details for more information.
  5. Click to download the object. The location of the object on download will be as per your web browser settings.
Object type Download, view

Table

Tables are tables of data mapped from data source mappable objects.

Download

Click to prepare download of the table result set.

Data is retrieved direct from the data source. Some time may be required to prepare the data for download.

Track the preparation of the download on the web browser display. Success is an indicator that the table is ready for download.

Click Download in the Success message. The location of the table on download will be as per your web browser settings.

Your login to Toad Intelligence Central must be authenticated to retrieve raw data from the data source. Setup of this authentication cannot be done in a web browser. To setup authentication to the data source use Toad Data Point.

Source The source is one of the object details listed on the Details pane. Where the name of the data source is long, the web browser has the facility to expand/ contract your view. Table data is retrieved from this source.
Columns Show the table structure, column names, and data types.
Expand Click to expand and show column details: data type, data size and Not Null status.

View

Views are saved SQL statements.

Download

Click to execute the SQL statement on the data source and prepare the result set for download. Some time may be required to prepare the data for download.

Track the preparation of the download on the web browser display. Success is an indicator that the result set is ready for download.

Click Download in the Success message. The location of the result set on download will be as per your web browser settings.

Your login to Toad Intelligence Central must be authenticated to retrieve raw data from the data source. Setup of this authentication cannot be done in a web browser. To setup or alter authentication to the data source for this view object, use Toad Data Point.

Source The source is one of the object details listed on the Details pane. The SQL statement is executed against this data source. Where the name of the data source is long, the web browser has the facility to expand/ contract your view.
Query Show the query that is executed to produce the result set.
Expand Click to expand and show column details: data type, data size and Not Null status.

Snapshot

Snapshots are the result set from an executed SQL statement (View) or table. Snapshots capture data at a specific point in time and can be scheduled to execute once or repeatedly. Snapshot data is stored in Intelligence Central so it is fast to load and does not require data source authentication to view.

Download

Click to prepare download of the snapshot result set. This converts the snapshot to a CSV file. Depending on the size of the snapshot, this can take some time.

Track the preparation of the download on the web browser display. Success is an indicator that the snapshot is ready for download.

Click Download in the Success message. The location of the snapshot on download will be as per your web browser settings.

Source The source is one of the object details listed on the Details pane. The SQL statement is executed against this data source. Where the name of the data source is long, the web browser has the facility to expand/ contract your view.
Status Status is an object detail that indicates the execution status of the snapshot. It may be success, error, running (currently taking the snapshot) or pending (where Toad Intelligence Central is waiting to take the snapshot). If there was an error taking the last snapshot then expand to see the error details.
Schedule When was the last snapshot taken? When will the next snapshot be taken? The snapshot is scheduled to refresh (the result set) at the given date and time.
Query Show the query that is executed to produce the result set.
Expand Click to expand and show column details: data type, data size and Not Null status.

 

Mappable Objects

Mappable objects are objects from the data source that can be potentially mapped to tables. Mappable objects are not available for download and not visible from a web browser.

Datasets

Datasets are tables of data published to Toad Intelligence Central.

From a web browser, click Home. Locate the dataset.

  1. Select the dataset to show details.
  2. Click in the Details pane. This converts the dataset to a CSV file. Depending on the size of the dataset, this can take some time.
  3. Track the preparation of the download on the web browser display. Success is an indicator that the dataset is ready for download.

  4. Click Download in the Success message. The location of the dataset on download will be as per your web browser settings.

View and Download Reports

You are here: 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.

Note: Standard and Power users can view statistics for all objects. However, for these users, access to an object from a report page is limited to objects shared with or owned by the user.

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.

Users and Groups

You are here: Users and Groups

New users and groups can be added to Toad Intelligence Central. Which user role is required before adding new users is dependent on how Intelligence Central is configured. A user with the Administrator role can configure registration parameters through the Web interface. To learn how to configure new user registration, see the Toad Intelligence Central Deployment Guide.

Use the following icons to identify the type of user or group wherever users/groups are displayed, for example the Users or Groups pages. Review the following descriptions.

Types of Users

Icon Description

Active Directory® Users

To self register from a web browser, click Register as a new user at the login prompt. The computer you use to login to Toad Intelligence Central must be accessible to your Windows® domain. This option is visible only if your local configuration allows self registration via a web browser.

To register new users post login, select Administration | Users | Add User | Add Active Directory User. Your local configuration may require login with an Administrator role to add Active Directory users.

Intelligence Central Users

To self register from a web browser, click Register as a new user at the login prompt. Deselect the option to Use my Active Directory details. Fill in your user details. The options in this procedure may not be visible or selectable, depending on your local configuration. Your local configuration may not allow self registration from a web browser or registration of new Intelligence Central users.

Following login to Intelligence Central from a web browser, to add users, select Administration | Users | Add User | Create Intelligence Central user. The availability of these steps depends on your Intelligence Central configuration.

Types of Groups

Icon Description

Active Directory Groups

Following login to Intelligence Central from a web browser, to add a group from Active Directory, select Administration | Groups | Add Group | Add Active Directory Group.

Your Intelligence Central configuration may require login with an Administrator role to add Active Directory groups.

Intelligence Central Groups

Any logged in user can create an Intelligence Central group.

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