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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

Setup HTTPS for Web Server

You can configure the Toad Web Server to use HTTPS protocol for network communication. To do this you must add an Kestrel section to the Toad Web Server appsettings.json file. The following procedure describes general instructions. Instructions for your environment may vary.

To configure Web Server for HTTPS

  1. Stop the Toad Web Server.
    1. Open the Windows Control Panel.
    2. Select Administrative Tools | Services.
    3. Right-click Toad Web Server (Toad Intelligence Central) and select Stop.
  2. Add a Kestrel section to the Toad Web Server configuration file.
    1. Locate the Toad Web Server installation directory. The default path is: C:\Program Files\Quest Software\Toad Intelligence Central\webserver.
    2. In this directory, open appsettings.json in an editor, such as Notepad.
    3. Add Kestrel section using the following format:
      “Port”: 8080
      "Kestrel": {
      "Certificates": {
      "Default": {
      "Path": "C://MyCert//exportCert.pfx",
      "Password": "123"
      }
      }
      }

    NOTE: Path is for the full path of the pfx file , Password is for the password when export the certificate to the pfx file.
    The example above adds an https binding on port 8080, uses the certificate file - C://MyCert//exportCert.pfx , the Password for this certificate is 123 .

  3. Start the Toad Web Server
    1. Open the Windows Control Panel.
    2. Select Administrative Tools | Services.
    3. Right-click Toad Web Server (Toad Intelligence Central) and select Start.

Upgrade Toad Intelligence Central

To upgrade, run the Toad Intelligence Central installer.

Note: Beginning with Toad Intelligence Central 4.3, the Admin Console is no longer required and is not included in the installation. If an earlier version of the Admin Console exists, it is recommended that you uninstall it.

This release of Toad Intelligence Central has been tested with and supports an upgrade from either of the two previous versions. For example, an upgrade to Intelligence Central 5.0 from version 4.3 or 3.3 has been tested and is supported.

Notes:

  • The Toad Intelligence Central Data folder stores user information, data source connection information and mappings, snapshots and datasets. This folder might be affected by the upgrade (file contents and table schemas may be changed in new version). See Toad Intelligence Central Data Folder for more information.
  • Backup your data folder before upgrade in case you needed to roll back to the previous version because of any upgrade failures.

  • Beginning with version 5.1.3 you can use the upgrade wizard of Toad Intelligence Central to back up the data folder for you automatically. When an upgrade fails, TIC will auto rollback both the application and data folder.

  • Remove the backup data folder when you do not need it anymore. Toad Intelligence Central will not remove it automatically.

  • By default, the location of the Toad Intelligence Central Data folder is ProgramData\Quest Software\Toad Intelligence Central\. If you upgraded from Intelligence Central 3.2 (or earlier), the Toad Intelligence Central data folder could be located here: ProgramData\Dell\Toad Intelligence Central. 
  • To upgrade Toad Intelligence Central from a deprecated operating system, refer to Upgrade Toad Intelligence Central from a deprecated operating system.

Intelligence Central Automatically Upgrades Authentication Keys

If upgrading from Toad Intelligence Central 3.3 or earlier, authentication keys for some objects must be upgraded to support the more-simplified object Authentication process introduced in Intelligence Central 4.3. Specifically, if a view has both a shared key and a personal key, the personal key is removed. This process runs automatically during upgrade/installation.

IMPORTANT: If an error occurs during the process of deleting the redundant authentication keys (deleting personal keys where a shared key exists), please contact Quest Support for further assistance.

Upgrade Toad Intelligence Central from a deprecated operating system

Follow these instructions to upgrade Toad Intelligence Central from a deprecated operating system.

  1. Stop the Toad Intelligence Central server.

  2. Copy ProgramData\Quest Software\Toad Intelligence Central\ including subfolders to the location that will be used by Toad Intelligence Central 5.1

    The default location is (C:\ProgramData\Quest Software\Toad Intelligence Central\). This folder will potentially grow quite large if lots of users publish lots of objects and take snapshots. You may choose to change the default folder location. For example, you may choose to direct the data files folder to a separate drive. If you do change the location of the data files folder be sure to document it as this folder is frequently referred to during server maintenance.

    If you upgraded from Intelligence Central 3.2 (or earlier), the Toad Intelligence Central data folder could be located here: ProgramData\Dell\Toad Intelligence Central.

    See Toad Intelligence Central Data Folder for more information.

  3. Install Toad Intelligence Central 5.1 on a supported operating system.

    During installation you will be prompted for the Data Files Folder. Ensure this location is set to the place you copied ProgramData\Quest Software\Toad Intelligence Central\.

  4. The Administrator connects to Toad Intelligence Central 5.1 via the Web Server
    1. The Administrator password is the Administrator password for the original Toad Intelligence Central installation.
    2. Reenter the Toad Intelligence Central License.
    3. Notify Toad Intelligence Central users of the change. As the host name / IP address of the Toad Intelligence Central server has changed then they will need to update their connection details as appropriate.

    Note: A known issue on connecting to Toad Intelligence Central 5.1 following this upgrade is Error fetching build_arch for Intelligence Central server. If you see this error then right click the Data folder in ProgramData\Quest Software\Toad Intelligence Central\ and select Properties. On the General tab in the Attributes section ensure Read-only is NOT selected.

  5. Use Toad Intelligence Central 5.1 (Data Source Connections and Drivers)

    Some data source connections make use of drivers installed on the Intelligence Central server. Ensure all drivers required by the Intelligence Central server data source connections are installed on the new Intelligence Central server.

Uninstall Toad Intelligence Central

Use the Toad Intelligence Central installer to uninstall each component.

Backup / Remove Data

Data from Toad Intelligence Central is stored in ProgramData\Quest Software\Toad Intelligence Central\. This folder is not removed automatically on uninstall. Backup or remove it manually as required.

Note: If you upgraded from Intelligence Central 3.2 (or earlier), the Toad Intelligence Central data folder could be located here: ProgramData\Dell\Toad Intelligence Central.

For more information see: Backup the Toad Intelligence Central server and  Toad Intelligence Central Data Folder.

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