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Toad Intelligence Central 5.1 - Deployment Guide

Welcome to Toad Intelligence Central Install Toad Intelligence Central License Toad Intelligence Central Connect to Toad Intelligence Central Add New Users and Groups Manage Users and Groups Email Notifications Misc Administrator Activities Manage Objects Manage Folders Object/Folder Manager Privileges Reports Health Check Dashboard Support Bundle Server Maintenance Upgrade Toad Intelligence Central Uninstall Toad Intelligence Central About Us

Configure Server for Folder Security

Toad Intelligence Central provides two types of folders: secured folders and non-secured folders. An Intelligence Central server can use one type of folder exclusively, or use both types. This specification is made at the server level.

Only users with the Administrator role can configure folder security. Once the secured folder feature is enable for a server, the Administrator can then specify which user roles are allowed to create secured folders.

Secured folders are a special type of folder in Toad Intelligence Central. To learn more about secured folders and how to use them, please see About Secured Folders.

To specify folder security

  1. In the Web Console, select Administration | Server | Permissions.
  2. On the Folder Security page, specify the following options:

    Allow creation of

    Select one of the following:

    • Secured folders only—Select to allow users to create only secured folders.
    • Non-secured folders only—Select to allow users to create only non-secured folders.
    • Both secured and non-secured folders—Select to allow users to create both types of folders.

    Who can create secured folders?

    If creation of secured folders is allowed, select one of the following:

    • Admins only—Select to allow only users with the Administrator role to create secured folders.
    • Admins and Power users—If selected, only Admins and Power users can create secured folders.
    • All users—Select to allow all users to create secured folders.

    The restriction does not apply to non-secured folders. When non-secured folders are allowed, all users can create them.

 

Object/Folder Manager Privileges

When an object is published to Intelligence Central, the publisher specifies visibility (sharing) and manage privileges for the published object.

After an object is published, the object's managers are allowed to modify the visibility and manage privileges for the object.

When a secured folder is created, the folder creator and users with the Administrator role have visibility and manage privileges to the folder. After the folder is created, the secured folder's managers can modify the visibility and manage privileges, if necessary.

To learn how to modify visibility and manage settings for an object or folder, see Specify Visibility and Manage Privileges for Objects and Specify Visibility, Manage and Publish Privileges for Folders.

Manager Privileges for Objects

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

  • Lock the object
  • Delete the object
  • Modify the object's sharing options
  • Modify the object's manage options
  • Rename the object
  • (Automation script) Change user account for script execution
  • (Snapshot) Refresh snapshot or modify refresh schedule
  • (Automation script) Modify schedule
  • (View or Automation script) Modify variable default value
  • Change a shared key password
  • Change Authentication key type

Manager Privileges for Secured Folders

Users with Manage privileges to a secured folder can do the following:

  • Modify the folder's sharing (visibility), manage, and publish options
  • Rename or delete the folder
  • Create a subfolder

Who Can Manage Objects/Folders

The following tables describe some important details about manage privileges based on a user's relationship to an object or folder.

Management Privileges to Objects

User Details

Object Publisher

For objects in a non-secured folder—The object publisher has (and retains) manage privileges.

For objects in a secured folder—Secured folder privileges override object privileges.

  • In order to publish an object to a secured folder, the publisher must have publish privileges to the folder.
  • All objects in a secured folder have the same manage and visibility privileges as the folder. See About Secured Folders.
  • When an object is moved into a secured folder, the object publisher does not automatically retain manage privileges. The object publisher must also be a folder manager to retain manage privileges to the object.

Object Managers

For objects in a non-secured folder—Users who have been granted manage privileges to the object can manage the object.

For objects in a secured folder

  • Users who have been granted manage privileges to the secured folder can manage all objects in the secured folder.

Administrators

Users with the Administrator role can manage all objects.

Management Privileges to Secured Folder

User Details

Secured Folder Managers

Users who have been granted manage privileges to a secured folder can manage the folder.

Administrators

Users with the Administrator role can manage all secured folders.

Reports

The Web Console provides a Reports section which allows you to view and create reports about Intelligence Central objects and user activity.

Reports are designed mainly for Administrators, but all users can view and export reports.

The following reports are provided:

Data Object Report

The Data Objects page of the Reports section allows you to view, create, and download reports about Intelligence Central object usage. The Data Objects landing page provides a dashboard-type view that displays top-level object usage statistics. This report is designed mainly for Administrators, but all users can view and export object usage reports.

To open the Data Objects page, select Reports | Data Objects.

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.
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