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Toad Intelligence Central 4.3 - Quick Start Guide

Toad Data Modeler

HTML Reports

HTML Report are created in Toad Data Modeler.

HTML Reports can be published from Toad Data Modeler to Toad Intelligence Central. From Toad Data Modeler they can be shared with users of Toad Intelligence Central. Refer to your Toad Data Modeler documentation for more information.

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

  1. Log in to the web browser.
  2. Click Home.
  3. Locate the object (Find Objects).
  4. Select the object to show details (View Object Details).
  5. Click View to view the HTML Report in your web browser.
  6. Click to download the HTML report. The location of the report on download will be as per your web browser settings.

 

Note: A Toad publisher can choose to share and update objects in a mandatory way on Toad Intelligence Central. This ensures consumers of the objects always have the latest updates. For more detail, refer to the Toad application used to publish.

Objects

Use your web browser to find objects on Toad Intelligence Central.

Method Description

By folder

Click Home to show objects in their folder structure.

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.

By search

Click Home. Use the search bar. The search highlights matching text in the object name, object owner, modified date and object type.

List just the objects you own

From your username, select My Profile. Alternatively, click Administration | Users and select your username.

The objects owned by you are listed in the Published Objects pane. Tabs show the number of objects that are Private (visible to you and the Administrator) and Shared (with other Toad Intelligence Central users). Click the Private / Shared tabs to show / hide these objects.

List objects shared with you

From your username, select My Profile. Alternatively, click Administration | Users and select your username. The objects shared with you are listed in the Shared Objects pane.

TIP: Select a username other than your own. The objects this user has shared with you are listed in the Published Objects pane. The objects shared with both you and this user are listed in the Shared Objects pane.

List objects shared with a group

Click Administration | Groups and select the group. Objects shared with this group are listed in the Shared Objects pane. If you are a member of this group then you will see all shared objects. If you are not a member of this group then you will only see the objects shared with you; there may be additional objects shared with this group that you do not have the right to see.

View Object Details

Use the Details pane to view information about an object. You can also modify object properties from the Details pane. See Edit Object Details for more information.

To view object details

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

Table 1: Object Details - Upper Pane

Detail Description

Name

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

No two data objects can have the same name within the same folder. For Toad documents, the name must be unique within a folder per Toad document type. A script name must be unique among scripts. No two scripts can have the same name within an Intelligence Central instance.

Note: Tables and Mappable Objects cannot be renamed.

Description

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

Tags

Tags are applied when an object is published and are editable by Managers. Tag names are created by the users of Intelligence Central. Typical examples of tag names include: the product name, the project name, or version number. Tags 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 in which the object is located. 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 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

Several types of objects can be published (or mapped) to Intelligence Central. Use this field to identify the type of object. An icon (Name column in grid) also indicates the object type.

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 objects (views, snapshots, datasets), Automation scripts, and Toad documents are published from Toad Data Point. Other object types are published from other Toad products, such as Toad for Oracle.

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

The underlying Intelligence Central database that contains the object. This can 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.

  • Click the data source link to modify the Authentication key or to update credentials. See Alter Authentication for more information.
  • When the data source has a shared key applied, the link is enabled only for users with Manage privileges to the object.

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

TIP: From a Web browser, where the name of the source is long, click the arrow to show/hide the full name.

Status

(Automation scripts and snapshots) Displays the last run or refresh time.

Schedule

(Automation scripts and snapshots) Displays the script or snapshot execution schedule.

Click Schedule to edit the schedule. See Modify Execution Schedule for more information.

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, and the user who last modified the object.

Visibility

Displays the sharing (visibility) privileges for the selected object. Sharing privileges are specified when the object is published. Managers can modify the sharing (visibility) privileges.

Click Visibility to open the Alter Visibility dialog where you can modify sharing and Manage privileges for the object. See Edit Object Details for more information.

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.

Managers

Displays the list of users and groups with Manage privileges for the selected object. Manage privileges are specified when an object is published. Managers can modify the Manage privileges for the object.

Click Managers to open the Alter Visibility dialog where you can modify the Manage privileges for the object. See Edit Object Details for more information.

Locked by

Displays the user who locked the object. See Edit Object Details for more information about locked objects.

Credentials

(Automation scripts) Displays the name of the user account specified to run the Automation script. The run account is initially specified at the time the script is published.

Click Credentials to open the Alter Credentials dialog where you can select or modify the user account used to run the Automation script. See Alter Automation Script Credentialsfor more information.

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

Table 2: Object Details - Lower Pane

Click Expand to display the full contents of each tab. This action opens the lower pane in a separate window.

Tab Description
Columns (Views, snapshots, datasets, tables) The Columns tab displays the columns and data types for the object.
Query

(Views, snapshots) The Query tab displays the underlying query for the object.

Note:  Only Administrators and users with Manage privileges to the object can view the query text.

Variables (Views, Automation scripts) If the object includes one or more variables, the Variables tab displays and provides each variable name and default value. To edit default values, see Modify Variable Default Value.
Logs

(Automation script) The Logs tab provides execution times and results.

Note: Only Administrators and users with Manage privileges to the script can view the detailed execution logs.

Edit Object Details

You can edit object details in the Details pane for objects you own or objects to which you have Manage privileges. The editable object details include name, description, tags, and folder. From the Details pane you can also move the object to another folder.

On this page

Object Details

To edit object details

  1. In the Web interface, click Home.
  2. Select an object to display object details.
  3. In the Details pane, select the property to edit. Modify the value and then click .
  4. To move the selected object, select a folder from the Folder drop-down list. Only users with the Administrator role can move an object.

Visibility

You can change the sharing (visibility) options for an object you own or an object to which you have Manage privileges.

To alter Visibility for an object

  1. In the Web interface, click Home.
  2. Select an object to display object details.
  3. In the Details pane, click Visibility to open the Alter Visibility dialog.
  4. Select to either keep the object private, make the object public, or share the object with a list of users you specify. Review the following for additional information.

    Sharing Option Description

    Keep this data private

    Select to keep the object private.

    Share this data with any user

    Select to make the object public.

    Allow any user to manage this object—Select this option to grant Manage privileges to all users.

    Share this data with selected users and groups

    Select this option to make the object available to a list of users you specify. Then add users and groups to the right pane. You can include both individual users and groups.

    Manage—Select this option for each user (or group) to which you want to grant Manage privileges.

Note: When privileges are assigned to a group, a new member added to the group is automatically assigned the privileges of 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 privileges applied to them, whether it is as an individual user or as a member of a group.

Managers

You can change the Manage privileges for an object you own or an object to which you have Manage privileges.

To modify Manage privileges for an object

  1. In the Web interface, click Home.
  2. Select an object to display object details.
  3. In the Details pane, click Managers to open the Alter Visibility dialog.
  4. Select one of the following:
    • For all users—If you selected Share this data with any user, select the Allow any user to manage this object option.
    • For selected users—If you selected Share this data with selected users, select the check box in the Manage column for each user (or group) to which you want to grant Manage privileges.

Users with Manage privileges can do the following (unless the object is locked):

  • Lock the object
  • Drop the object
  • Modify the object's sharing options
  • Assign Manage privileges to other Toad Intelligence Central users
  • Rename the object
  • (Snapshot) Refresh snapshot or modify refresh schedule
  • (Automation script) Modify schedule

Lock/Unlock Object

You can lock an object to prevent the object from being dropped by other users or to prevent certain attributes from being modified by other users. The owner of an object, the administrator (root user), and any user with Manage privileges can lock an object.

To lock an object

  1. In the Web interface, click Home.
  2. Select an object to display object details.
  3. In the Details pane, click in the Locked by field.

Which Object Operations Are Locked

Once an object is locked, it cannot be modified or dropped, except by the user who locked it or by the Administrator. Only the user who locked it and the Administrator can unlock it.

Locking an object prevents users (except the user who locked it and the Administrator) from performing the following actions:

  • Dropping an object
  • Modifying an object's sharing options
  • Modifying a snapshot's refresh schedule
  • Manually refreshing a snapshot

Which Object Activities Are Not Locked

  • If a locked snapshot has a refresh schedule, it will continue to refresh at the scheduled time.
  • Locked tables and views continue to reflect current data from the source. When you access a locked view, the query executes and retrieves the current data.
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