Toad Intelligence Central 6.4 - Getting Started Guide

View/Edit Groups

In Toad Intelligence Central, new groups are created using one or both of the following methods:

• Add (import) groups from Active Directory®
• Create groups within Intelligence Central

Use the following icons to identify the source of a group.

Group	Description
	Active Directory group (imported from Active Directory).
	Intelligence Central group (created on Toad Intelligence Central). Groups with this icon exist only on Toad Intelligence Central.

Note that on Toad Intelligence Central, groups are a flat structure containing any number of users. A group on Toad Intelligence Central cannot contain sub-groups or nested groups.

View Group Information

You can view a list of groups, as well as group details, on the Groups page of the Web interface.

To view group information

1. In the Web interface, click Administration | Groups to display the list of groups on Toad Intelligence Central.
2. Select a group to display details in the right pane. The following useful information is displayed.
   • The group's source: local or Active Directory
   • A list of members in the group
   • Details of each member in the group: username, full name, and email address
   • A list of objects shared with the group

Edit an Intelligence Central Group

You can modify the list of members of an Intelligence Central group you own. You can remove an Intelligence Central group you own.

You cannot use Intelligence Central to modify a group imported from Active Directory. However, Intelligence Central can be configured to synchronize with Active Directory. See the Toad Intelligence Central Deployment Guide for more information about synchronization.

Administrator login is required to remove Active Directory groups.

To edit an Intelligence Central group

1. In the Web interface, click Administration | Groups to display the list the groups on Toad Intelligence Central.
2. Select a group.
3. Click Edit in the Details pane to modify the list of members in the group.

4. Click Remove Group to remove the group from Intelligence Central.

   Share and Manage rights assigned to the group are removed with the group. The ability of individual members of the group to see/manage objects might be affected and is dependent on other rights assigned to them. A user is given the highest level of rights assigned to them, either as an individual or as a member of a group.

Add Active Directory Users/Groups

Users with certain privileges can add new users and groups to Toad Intelligence Central by importing users/groups from Active Directory®. Which type of user (role) is allowed to add new users is dependent on how Intelligence Central is configured. See the Toad Intelligence Central Deployment Guide for more information.

To add Active Directory User or Group using the Web interface

1. Use a web browser to log in to Intelligence Central. For more information, see Open the Web Console.
2. Click Administration and then select either Users or Groups.
3. Then select Add User | Add Active Directory User or Add Group | Add Active Directory Group.
   • If the Authenticate to Active Directory dialog opens, enter the credentials for your Active Directory account (including the domain name) in order to access a list of domains and users. See Authenticate to Active Directory for more information.
4. In the Add Users and Groups from Active Directory dialog, select the users/groups to add to Intelligence Central. See Add from Active Directory for more information.

Requirements

1. The Toad Intelligence Central server host must be in a valid Windows® domain.
2. If the Windows domain of the Toad Intelligence Central host and the Windows domain of the user are different then a two-way trust relationship must exist between the Windows domains.

Known issues and Limitations

Users and groups imported from Active Directory are given the same name in Intelligence Central.

Review the following known issues and limitations.

Authenticate to Active Directory

Use the Authenticate to Active Directory dialog to enter your Active Directory credentials in order to access a list of domains and users when attempting to add Active Directory users (or groups) to Intelligence Central.

To authenticate to Active Directory

1. In the Authenticate dialog, enter the following information:

   Field	Description
   Domain	A domain in the Active Directory forest.
   Username	Your username to that domain.
   Password	Your password to that domain.

2. Remember these credentials on server for future Active Directory access and synchronization—Select this option to instruct Intelligence Central to do the following:

   • Automatically and regularly synchronize imported Active Directory users and groups.

   • Cache Active Directory user and group data on Toad Intelligence Central. This has the potential to improve performance of Toad Intelligence Central when looking up Active Directory users and groups.

   If you do not select this option, the list of imported users and groups might not be kept in sync with Active Directory.

3. Schedule AD synchronization. If you selected Remember these credentials..., you can schedule the Active Directory synchronization. Enter the scheduling details in the fields provided. After scheduling a synchronization, the scheduling information and status are displayed in Administration | Server | Settings.

Add from Active Directory

This dialog is used to add users and groups from Active Directory® to Toad Intelligence Central.

To add users/groups from Active Directory

1. In the Add Users/Groups from Active Directory dialog, select a domain from the drop-down list. Intelligence Central retrieves the list of users in that domain.
2. You can filter the list by entering a partial text string in the text box.

3. To refresh the list, click Refresh. The refresh option is available only for domains that are selected for synchronization in Intelligence Central.

   Note: This process could take several minutes, depending on the size of the domain.

4. If the domain you want to view is not listed, click Add Domain.
   • Enter the name of the domain to add. Then enter credentials for an account in that domain. Click Authenticate. See Authenticate to Active Directory for more information.

5. Select available Active Directory users/groups and move them to the users/groups to be added list.

   TIPs: Use SHIFT to select multiple users/groups in sequence. Use CTRL to select multiple users/groups not in sequence. The number of Active Directory users displayed is limited to 10,000. For domains containing more than 10,000 users, a message informs the user that the list is not displayed in full. To find users not displayed, use the search box. Enter a name or partial text string in the search box to filter the list of users and groups. Intelligence Central returns users that contain matching text in the username or full name fields. Clear the search box to clear this filter.

6. Click Add Users to add the users/groups to Intelligence Central.

   When a group is added, an Active Directory user account is created on Toad Intelligence Central for anyone in the group who does not already have an account on Toad Intelligence Central (in addition to the group account).

7. A Success message displays if the users were successfully added.