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Toad Intelligence Central 3.3 - Quick Start Guide

View/Edit Users

You are here: Users and Groups > View/Edit Users

In Toad Intelligence Central, new user accounts are created using one or both of the following methods:

  • Add (import) accounts from Active Directory®
  • Create accounts within Intelligence Central

Use the following icons to identify the source of a user account.

Icon Description

Active Directory® user (imported from Active Directory). This type of account uses Windows® credentials.

Intelligence Central user (created on Toad Intelligence Central). This type of user account exists only on Toad Intelligence Central and uses Intelligence Central credentials.

View User Information

You can view a list of users, as well as user details (including objects associated with a user), on the Users page of the Web interface.

To view user information

  1. In the Web interface, click Administration | Users to display the list of users on Toad Intelligence Central.
  2. Select a user to view details in the right pane. The following useful information is available:
    • Account details, email address, and user role.
    • Groups in which the user is a member.
    • Objects shared with the user.
    • Objects published by the user.

TIP: You can see only the objects shared with you. When viewing a user other than yourself, this user may have objects shared with them that you cannot see.

User Roles

Each user is granted a role. By default, a new user is granted the Standard role. A user with the Administrator role can change the default role for new users and can change the role of any existing user. See the Toad Intelligence Central Deployment Guide 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.

Edit Your Account / Change Your Password

If your account is an Intelligence Central user account, you can edit some account details (profile) or change your password.

If your account was created by importing it from Active Directory, you cannot change the password through Toad Intelligence Central. However, Intelligence Central can be configured to synchronize with Active Directory. See the Toad Intelligence Central Deployment Guide for more information about synchronization.

To edit your Intelligence Central user details

  1. In the Web interface, click Administration | Users to display the list the users on Toad Intelligence Central.
  2. Select your user name.
  3. Click Edit in the Details pane to change your full name or email address.
  4. Click Reset Password to change your Intelligence Central account password.

Change Your Email Subscriptions

Intelligence Central can send activity reports and error alerts to users for objects they own or manage. Individual users can subscribe/unsubscribe to these email notifications through their user account details.

To modify your email subscriptions

  1. In the Web interface, click Administration | Users.
  2. Select your user name.
  3. Click Change subscription and then select which email notifications to receive. See the Toad Intelligence Central Deployment Guide for more information about Email Notifications.

View/Edit Groups

You are here: Users and Groups > View/Edit Groups

In Toad Intelligence Central, new groups are created using one or both of the following methods:

  • Add (import) groups from Active Directory®
  • Create groups within Intelligence Central

Use the following icons to identify the source of a group.

Group Description
Active Directory group (imported from Active Directory).
Intelligence Central group (created on Toad Intelligence Central). Groups with this icon exist only on Toad Intelligence Central.

Note that on Toad Intelligence Central, groups are a flat structure containing any number of users. A group on Toad Intelligence Central cannot contain sub-groups or nested groups.

View Group Information

You can view a list of groups, as well as group details, on the Groups page of the Web interface.

To view group information

  1. In the Web interface, click Administration | Groups to display the list of groups on Toad Intelligence Central.
  2. Select a group to display details in the right pane. The following useful information is displayed.
    • The group's source: local or Active Directory
    • A list of members in the group
    • Details of each member in the group: username, full name, and email address
    • A list of objects shared with the group

Edit an Intelligence Central Group

You can modify the list of members of an Intelligence Central group you own. You can remove an Intelligence Central group you own.

You cannot use Intelligence Central to modify a group imported from Active Directory. However, Intelligence Central can be configured to synchronize with Active Directory. See the Toad Intelligence Central Deployment Guide for more information about synchronization.

Administrator login is required to remove Active Directory groups.

To edit an Intelligence Central group

  1. In the Web interface, click Administration | Groups to display the list the groups on Toad Intelligence Central.
  2. Select a group.
  3. Click Edit in the Details pane to modify the list of members in the group.
  4. Click Remove Group to remove the group from Intelligence Central.

    Share and Manage rights assigned to the group are removed with the group. The ability of individual members of the group to see/manage objects might be affected and is dependent on other rights assigned to them. A user is given the highest level of rights assigned to them, either as an individual or as a member of a group.

Add Active Directory Users/Groups

You are here: Users and Groups > Add Active Directory Users and Groups

Users with certain privileges can add new users and groups to Toad Intelligence Central by importing users/groups from Active Directory®. Which type of user (role) is allowed to add new users is dependent on how Intelligence Central is configured. See the Toad Intelligence Central Deployment Guide for more information.

To add Active Directory User or Group using the Web interface

  1. Use a web browser to log in to Intelligence Central. For more information, see Log In From a Web Browser.
  2. Click Administration and then select either Users or Groups.
  3. Then select Add User | Add Active Directory User or Add Group | Add Active Directory Group.
    • If the Authenticate to Active Directory dialog opens, enter the credentials for your Active Directory account (including the domain name) in order to access a list of domains and users. See Authenticate to Active Directory for more information.
  4. In the Add Users and Groups from Active Directory dialog, select the users/groups to add to Intelligence Central. See Add from Active Directory for more information.

 

Requirements

  1. The Toad Intelligence Central server host must be in a valid Windows® domain.
  2. If the Windows domain of the Toad Intelligence Central host and the Windows domain of the user are different then a two-way trust relationship must exist between the Windows domains.

Known issues and Limitations

Users and groups imported from Active Directory are given the same name in Intelligence Central.

Review the following known issues and limitations.

Issue More information

Duplicate names

If an Active Directory name already exists on Toad Intelligence Central then that Active Directory name is not imported. You will be notified of any users and groups who cannot be imported.

Long Active Directory usernames

For Active Directory usernames longer than 16 characters, the Intelligence Central username will be a truncated form of the Active Directory name.

If the Active Directory username has a numeric suffix then up to three digits of that numeric suffix is preserved. For example, Active Directory username very_long_username12 transforms to Intelligence Central username very_long_user12.

Active Directory names containing characters not allowed by Toad Intelligence Central

Active Directory names containing the following characters cannot be imported to Intelligence Central. You will be notified of any users and groups who cannot be imported.

  • Forward slash (/)
  • Backward slash (\)
  • Left square bracket ([)
  • Right square bracket (])
  • Colon (:)
  • Semicolon (;)
  • Vertical bar (|)
  • Equal sign (=)
  • Plus sign (+)
  • Asterisk (*)
  • Question mark (?)
  • Left angle bracket (<)
  • Right angle bracket (>)
  • Double quote (")
  • At symbol (@)
  • Comma (,)

Active Directory supports sub groups (groups within groups). Intelligence Central does not.

When importing an Active Directory group with sub groups the sub groups and users in sub groups are not imported to Intelligence Central.

Authenticate to Active Directory

You are here: Users and Groups > Add Active Directory Users/Groups > Authenticate to Active Directory

Use the Authenticate to Active Directory dialog to enter your Active Directory credentials in order to access a list of domains and users when attempting to add Active Directory users (or groups) to Intelligence Central.

To authenticate to Active Directory

  • In the Authenticate dialog, enter the following information:

    Field Description
    Domain A domain in the Active Directory forest.
    Username Your username to that domain.
    Password Your password to that domain.

    Remember these credentials on server for future Active Directory access and synchronization—Select this option to instruct Intelligence Central to do the following:

    • Automatically and regularly synchronize imported Active Directory users and groups.

    • Cache Active Directory user and group data on Toad Intelligence Central. This has the potential to improve performance of Toad Intelligence Central when looking up Active Directory users and groups.

    If you do not select this option, the list of imported users and groups might not be kept in sync with Active Directory.

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