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Toad Intelligence Central 5.3 - 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

User Activity Report

The User Activity page of the Reports section allows you to view statistics related to Toad Intelligence Central user activity. This report is designed mainly for Administrators, but all users can view and export user activity data.

  • To open the User Activity page, select Reports | User Activity.

Landing Page

The landing page for this report provides a summary of user activity in Toad Intelligence Central.

To filter the landing page

  1. Select a time period from the Active Users Over the... drop-down list.
  2. Then select the activity for which you want to view user statistics.
    • Select Published to view the most-active publishers.
    • Select Consumed to view the most-active consumers. Consumer activities include downloading files, downloading data objects, querying data objects from Toad Data Point, and running Automation scripts.

    Users are sorted according to the number of objects published or consumed, highest to lowest. The top 10 most-active users (for the selected activity) are displayed.

Other actions

  • Click the N Total Users link to go to the Users page of the Web Console (Administration | Users) where you can view a list of Intelligence Central users, as well as user details (including objects associated with a user).
  • Click the N Total Groups link to go to the Groups page of the Web Console (Administration | Groups) where you can view a list of Intelligence Central groups, as well as group details and a list of objects shared with the group.

Drill Down to Additional Data

From the landing page, you can drill down to view more data about user activity.

To drill down to additional data

  1. Click the N Active Users link to view an expanded list of user activity. The time period is preserved. You can also export data from this page.

    On the TIC Active Users page, you can do the following:

    • Click a column header to sort the data grid by that column.
    • Click Download CSV to export the data to a .csv file.
    • Select a different time period from Active Users Over the....
  2. Click a user name to drill down to a list of the user's activities.
    • On the user's page, click a column header to sort the list by that column.
    • Click Download CSV to export the data to a .csv file.
  3. Click a link in the breadcrumb navigation to go back to a previous page.

Health Check Dashboard

Run a health check on the Intelligence Central server to check for object integrity anomalies, current errors, and other object issues.

Users with the Administrator role can access the Health Check Dashboard page and its functionality.

From the Health Check Dashboard page you can do the following:

  • View and repair existing data object anomalies
  • View a summary of current errors
  • Identify objects owned by an account that no longer exists or is no longer enabled
  • Specify health check settings

Run a Health Check

To run a Health Check

  1. In the Intelligence Central Web Console, select Administration | Server | Health Check Dashboard.
  2. On the Health Check Dashboard page, click Run Health Check.
  3. When the Health Check process is finished, select one of the following tabs to view the specific results and take action:

Data Integrity

To view data integrity results and repair objects

  1. Select Administration | Server | Health Check Dashboard. Click Run Health Check.
  2. After the Health Check process finishes, the Data Integrity tab displays results of the Health Check.
    • If an object is found to have an anomaly, the object is listed along with details about the object, including a description of the impact to the user and a description of the solution.
    • Objects are grouped into categories, based on the type of anomaly found.
    • If an unused temp table is found, it is listed in the Unused Temp Table category along with table details.
  3. Tooltips provide descriptions for each category of anomalies. Place your cursor over the category issue count to display the description.
  4. Review the Impact and Solution descriptions to determine which objects you want to repair.

    • Place your cursor over the description field to display the full text when a long description is truncated.
  5. To repair objects, do one or more of the following:
    • To repair a single object, click Repair in the row for that object.
    • To delete an unused temp table, click Repair in the row for that table.
    • To repair all objects in a category, click the Repair all issues link for that category.
    • To repair all objects, click Repair all at the top of the tab/page.
  6. If the repair process is successful, the object is removed from the report.
  7. If the repair process is unsuccessful, an error message is displayed.

Exceptions

To view errors / exceptions

  1. Select Administration | Server | Health Check Dashboard.
  2. Select the Exception tab. To ensure the error information is up-to-date, click Refresh.
  3. Objects with current errors are listed along with the error message and the time the last error occurred. For objects with consecutive errors, only the last error is displayed.
    • Objects are grouped by object type.
    • Object lists are sorted by error time. The latest error is at the top.

    An object is automatically removed from the list after a subsequent successful execution or download.

  4. Click the object name to go to the object in the Home page. There you can find more information about the object, such as the execution logs for an Automation script. Use this information to help troubleshoot the issue.

    Intelligence Central can automatically send error alerts when a script execution or snapshot refresh fails. For more info about email notifications, including error alerts, see Email Notifications.

Transfer Object Owner

Use Object Owner Transfer tab to identify objects owned by an account that no longer exists or is no longer enabled in Intelligence Central. For example, a user account may no longer exist because the user is no longer in your organization. This tab allows you to transfer the objects owned by that user to a new owner.

To transfer object owner

  1. Select Administration | Server | Health Check Dashboard. Click Run Health Check.
  2. After the Health Check process finishes, select the Object Owner Transfer tab.
  3. If a user account no longer exists or is no longer enabled in Intelligence Central, objects owned by that account are listed along with object details.
    • Objects are sorted by object owner (publisher).
    • Click the object name to go to the object in the Home page.

    Note: This process does not identify objects in which the owner was removed using the Remove User action on the Users page of the Web Console (Administration | Users). When a user is removed, objects owned by the user are also removed. See Remove a User.

  4. Review the list and the object descriptions.
  5. To transfer an object to another owner, click Transfer to new owner in the row for that object.
  6. To transfer all objects, click Transfer all to new owner.
  7. In the Transfer to dialog, select a user to serve as the object's new owner. Click OK.
  8. If the transfer is successful, a success message is displayed and the object is removed from the report.
  9. If the transfer is not successful, an error message is displayed.
  10. New owner visibility and manage privileges to the object are dependent on the folder type.

    • Non-secured folder—If the object is in a non-secured folder, the new owner is granted visibility and manage privileges to the object as the object owner.
    • Secured folder—Secured folder privileges override object privileges. If the object is in a secured folder, the folder's visibility and manage privileges apply to the object. To see the object, the folder must be shared with the new owner. The new owner must be a folder manager to have manage privileges to the object. See About Secured Folders for more information.

      To ensure the new owner has visibility or manage privileges, review the folder's privileges in the Folder Details pane and modify if necessary.

  11. Upon successful transfer of the object, the new owner is notified by email.

Specify Settings

To specify Health Check settings

  1. In the Intelligence Central Web server, select Administration | Server | Health Check Dashboard.
  2. Select the Settings tab. Review the following settings:
    • Auto run health check weekly

      Enable this option to instruct Intelligence Central to automatically run a health check once per week (2 am on Sunday).

    • Email Admin when health check auto run results in issues

      If enabled, an email is sent to users with the Administrator role after each automatic health check. The email contains a link to the Health Check Dashboard page to allow users to open the dashboard and review the latest report.

      Before Intelligence Central can send email notifications, the SMTP mail server must be configured. See Server Email Notification Settings for more information.

Support Bundle

A support bundle can assist in the diagnosis of issues such as data connectivity and query performance. To help troubleshoot these issues, you might want to generate a support bundle to send to Quest Software Technical Support. See the following for more information:

Create a Support Bundle

You can create a support bundle and send it to Quest Software Support. The support bundle contains information about the status, logs, and configuration of Toad Intelligence Central and the Toad Intelligence Central Web server. The support bundle provides information that is used to help troubleshoot problems.

To generate and send a support bundle

  1. In the Web interface, click to open the About box.

  2. In the About box, click Contact to open the Quest Software contact details tab.
  3. Then click Generate support bundle.
  4. A file of type ZIP will be created and then downloaded as per your web-browser settings. You can save this zip file and then attach it to an email to Quest Software Support.
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