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Toad Intelligence Central 4.3 - Quick Start Guide

Log in to Intelligence Central

When the Web server is installed along with the Intelligence Central server, users can access Intelligence Central through a Web-based interface using a Web browser.

To log in to Toad Intelligence Central using a web browser

  • In a Web browser, enter the URL to the server hosting Intelligence Central. Review the following for additional information.

    URL

    The address of Toad Intelligence Central is http://hostName/ where hostName is the name of the computer hosting the Web Server and Toad Intelligence Central. If the Web Server has been installed on a port other than port 80 then the address is http://hostName:port/.

    Log in

    Toad Intelligence Central prompts you to login.

    If you login to Toad Intelligence Central using Windows credentials then enter your login name at the login prompt. If necessary, include your Windows domain: domain\username. The computer you use to login to Toad Intelligence Central must be accessible to your Windows domain.

    Note: The login screen may include an option to Register as a new user. If you do not have a login to Toad Intelligence Central then click this link to add yourself as a new user. The availability of this link is dependent on local configuration. For more information on this feature, see Users and Groups

Note: Toad Intelligence Central encrypts your login credentials when transmitted over the network.

Refer to your local Toad Intelligence Central Administrator for more information.

Third Party Connection to Intelligence Central

A Toad Intelligence Central user can create a MySQL connection to Toad Intelligence Central through a third-party tool, such as one of the following:

  • Tableau
  • MySQL command line interface
  • MySQL Workbench

This connection can be used to query tables, views, snapshots and datasets stored in Toad Intelligence Central.

Requirements / Limitations

Third party tool Ensure the authentication method you use to connect to Toad Intelligence Central is supported by the third party tool. This is straightforward if you login to Toad Intelligence Central using credentials local to Toad Intelligence Central. If you login to Toad Intelligence Central using Windows credentials then the third party tool must also support MySQL connection via Windows credentials.

Computer where the third party tool is installed

Ensure a MySQL driver is installed appropriate to the third party tool and Toad Intelligence Central.

Ensure the default character set is UTF8.

Toad Intelligence Central Share / Manage rights To see an object that you did not create yourself you must have Share or Manage rights to that object. These rights can be granted by any Toad Intelligence Central user with Manage rights to the object using the Web interface or an application such as Toad Data Point.
Data source authentication Ensure the data source authentication you use to access the result set of a table or view is defined in Toad Intelligence Central. This can be done using the Web interface (Web server) or Toad Data Point. It cannot be done using the third party tool.

Connection

Create the MySQL connection.

Parameter Description
Host name

The name of the Toad Intelligence Central server host.

Port

The connection port to the Toad Intelligence Central server. This is the Port number set during installation of the Toad Intelligence Central server, by default 3566.

Username and Password

Your username and password to Toad Intelligence Central. Alternatively, if you use Windows credentials to connect to Toad Intelligence Central then select the option to connect via Windows credentials.

MySQL database

Select the MySQL database where the object is stored. This is dependent on the application used to create the object.

Application Description
Toad Data Point

The database is defined when the object is published to Toad Intelligence Central.

Admin Console

For a table, view or snapshot the MySQL database is the name of the data source. For a dataset the database is of the form data_owner. The owner is the user that created the dataset.

Note:  Beginning with Toad Intelligence Central 4.3, the Admin Console is no longer installed by the Toad Intelligence Central Installer. The administrative functionality of the Admin Console is now superseded by the Web Server. The activity of mapping/editing data objects is best performed through Toad Data Point.

Note: Hidden, temporary and internal Toad Intelligence Central databases and MySQL databases may be visible.

Queries

Query tables, views, snapshots and datasets.

Note: When querying tables and views, execution of SQL may fail under some circumstances. If the SQL used by the third party tool has a MySQL dialect, then that SQL may fail if the query is shipped to a non-MySQL relational database for remote execution. As a workaround, you could use Toad Data Point to save the table or view as a snapshot and then access the snapshot via the third party tool.

MySQL Views

You can use the following MySQL commands to verify the third party tool.

  • SHOW [FULL] TABLES command
  • DESC[RIBE] command
  • EXPLAIN command
  • SHOW [FULL] COLUMNS command
  • SELECT query against information_schema.views
  • SELECT query against information_schema.tables

Home Page

The Home page is displayed by default when you access Intelligence Central through the Web interface (Web Server) using a Web browser. The Home page allows you to view and access the objects in Intelligence Central that have been shared with you.

See Log In From a Web Browser for more information.

View Objects and Files

The Home page of the Web interface displays the objects and files published to Intelligence Central. The objects you see are the objects that have been shared with you. The types of objects and files in Intelligence Central depend on which Toad applications are being used to publish to Intelligence Central.

For example, Toad Data Point users can publish data objects (views, snapshots, and datasets), Toad documents, Automation scripts, and other resources created in Toad Data Point. Toad for Oracle users can publish Automation apps, .sql files, as well as other resources created in Toad for Oracle.

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

Toad Application Used to Publish Object

Learn more about the objects and actions available to you based on the Toad application used to publish the objects. See one of the following for additional information.

For Additional Information

If your primary method to view and access Intelligence Central objects is through one of the Toad applications listed above, see the application's online Help for more-detailed information about the full range of functionality that is available through the application.

Using the Home Page

Getting Started with the Web Interface

Click a folder to expand it. Then select an object to view more information in the Details pane.

See the following for additional information:

Move Objects

On the Home page, you can drag-and-drop an object to move it to another folder. Only users with the Administrator role can move an object (unless the object is locked by another user).

Restrictions:

  • You cannot move objects into or out of the Common_Transformation_Repository.
  • You cannot sort or reorganize objects in a folder.
  • You cannot move an object to a folder where the name exists.

Move Folders

On the Home page, you can drag-and-drop a folder to move it. Only users with the Administrator role can move folders (unless an object in the folder is locked by another user).

Restrictions:

  • You cannot move the Common_Transformation_Repository or its sub-folders.
  • You cannot move the No folder assigned folder.
  • You cannot move a folder while a snapshot in the folder is refreshing.

Create Folders

You can create a new folder using the Web interface (Web server). Only alpha, numeric, and the underscore (_) characters are allowed in folder names. A name cannot begin with the underscore character.

To create a folder

  1. On the Home page, place your cursor over any folder and click .
  2. In the Create Folder dialog, select a folder to serve as the parent folder and then click New Folder.
  3. Enter a folder name and click OK.

Delete Objects

You can delete objects you own or objects for which you have Manage Privileges (unless the object is locked by another user).

To delete an object

  • On the Home page, select an object and click .

Delete Folders

You can delete a folder if you either own or have Manage privileges for all objects in the folder (unless an object is locked by another user).

To delete a folder

  • On the Home page, select a folder and click .

You cannot delete the No folder assigned folder.

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