Toad® Data Studio 1.

Installation Guide
 Copyright

© 2023 Quest Software Inc.

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Toad Data Studio 1.0
Installation Guide
Monday, December 25, 2023
 Contents

Copyright 2

Contents 3

Installation 6
System Requirements 6
Client Requirements 6
Server Requirements 8
Virtualization Support 10
User Requirements 10
Install Toad 12
Troubleshoot Installation Errors 13
Specify Application Data Directory Location 13
Install Toad Silently 14
Determine Which Installer to Use 14
Silent Installation Prerequisites 15
Silent Installation Using the Executable 15
Silent Installation Using the Microsoft Installer 17
Install Toad on Citrix® Systems 18
Uninstall Toad 19
Configure Toad Layout 19
Customize Your Toad Workspace 22

Create Connections 23
Understand Toad Connections 23
Toad Open Connections 23
Sharing a Connection Among Windows 24
Create Access Connections 24
Considerations and Limitations 25
Create Amazon Redshift Connections 25
Create SAP Business Objects Connections 26
Configure DB2 Client Connections 28
Configure DB2 Client Connections 28
Maintain DB2 Client Connections 31
Configure DB2 LDAP Support 33
Create Toad Connection Profiles for DB2 33
Connection Using a Custom Connection String 34
Create Connection Profiles 34
Manage Connections 35
Create Excel Connections 36
Considerations and Limitations 38

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 Troubleshoot Excel 38
Create SharePoint Connections 38
SharePoint Connections with Multi-factor Authentication 39
Limitations of SharePoint connections with Multi-factor Authentication 40
Create Google Analytics Connections 40
About Google Analytics Connections 40
Create Google Analytics Connections 41
Reauthorizing a Connection 41
Create Hive Connections 42
Create MySQL or MariaDB Connections 44
Create ODBC Connections 45
Tips for Working with ODBC Connections 46
ODBC Features 46
Configure Oracle LDAP Support 47
Create Oracle Connections 47
Client Connection or Direct Connection 48
Configure the Oracle Instant Client 48
Create an Oracle Connection 49
Create Oracle Business Intelligence Connections 50
Create PostgreSQL ODBC Connections 51
Considerations and Limitations for PostgreSQL ODBC Connections 52
Tips for Working with ODBC Connections 53
ODBC Features 53
Create Salesforce Connections 53
Important Notes about Salesforce Connections 55
Create Snowflake Connections 55
Authentication Notes 56
Limitations of Snowflake Native Connections 57
Create SQL Server and SQL Azure Connections 57
Microsoft SQL Azure Connections with Multi-factor Authentication 59
Create SQL Server Analysis Services Connections 61
Configure HTTP Access 61
Connect to SQL Server Analysis Services 61
Create SAP Connections 62
Create SAP HANA Connection 63
Create Teradata Connections 64

Troubleshoot Connections 66
Troubleshoot Access Issues 66
Missing Functionality and Object Information 66
Other Issues 66
How to Connect to Apache Hive Using Kerberos Authentication 66
Troubleshoot Excel® Issues 69
Excel Connections 69
Working with Excel Files 71
Opening Excel Files in Toad Document Window 71
Troubleshoot DB2 LUW Issues 71
Installation Issues 71

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 Connection Issues 72
Other Issues 73
Troubleshoot DB2 z/OS Issues 73
Installation Issues 73
Connection Issues 74
Missing Functionality or Object Information 75
Other Issues 75
Troubleshoot Informix Issues 76
Troubleshoot MySQL Issues 76
Connection Issues 76
Missing Functionality or Object Information 76
Troubleshoot Oracle Issues 77
Connection Issues 77
Missing Functionality and Object Information 78
Troubleshoot SQL Server® Issues 78
Connection Issues 78
Troubleshoot SAP Issues 79
Connection Issues 79
Missing Functionality or Object Information 79
Other Issues 80

About Us 81
Contact Quest 81
Technical Support Resources 81

Index 82

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 1
Installation

System Requirements
Review the following client and database server requirements for Toad® Data Studio.

Client Requirements
Before installing Toad, ensure that your client system meets the following minimum hardware and software
requirements:

Requirement Details
Platform 2 GHz processor (recommended minimum)
Memory 8 GB of RAM minimum, 16 GB recommended
Additional RAM Requirements: Using Local Storage, Cross-Connection Query, Business
Intelligence connections, or NoSQL connections can require an additional 500 MB of RAM.
These features start processes (mysqld.exe, hubproxy.exe) which persist for the Toad
session.
Note: The memory required may vary based on the following:
l Applications that are running on your system when using Toad
l Size and complexity of the database
l Amount of database activity
l Number of concurrent users accessing the database
Hard Disk 800 MB to install Toad
Space 450 MB to run Toad
Additional Recommendations: For retrieving large queries, allow 10 GB free disk space (or
more, depending on the size of the data being retrieved). After retrieving 2500 rows, Toad
saves data in a TMP (.tmp) file in the user's Temp directory. These TMP files are deleted
when Toad closes.
Operating Windows Server® 2012
System Windows Server® 2012 R2
Windows Server® 2016
Windows Server® 2019
Windows® 8.1
Windows® 10

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Requirement Details
.NET Microsoft® .NET Framework 4.7.2
Framework Teradata® .NET Data Provider
You must install the Teradata .NET Data Provider (13.10 or later) to use a Teradata native
connection in Toad.
Note: To use a Teradata connection in a cross-connection query, you must also install a
Teradata (13.10 or later) ODBC driver.
Additional Visual C++ Redistributable for Visual Studio 2019. This software is required. It is included
Software in installation using the .exe installer. If using the .msi installer, ensure that this software is
installed prior to installation. See Visual C++ Redistributable for VS 2019.
For 64-bit Toad Data Studio, both 32-bit and 64-bit Visual C++ packages are required.
Database Client DB2® Client
Toad no longer installs a DB2 Client along with the Toad application. When connecting to a
DB2 database, ensure that you have a DB2 Client or IBM Data Server Driver installed. Toad
supports DB2 Client versions 9.7.6 through 11.1.
Oracle® Client
Toad can connect to Oracle using Direct Connect (no Oracle Client required) or using an
Oracle Client or Oracle Instant Client. However, if you want to use LDAP, you must install an
Oracle Client. Toad supports 9i or later Oracle Clients and Oracle Instant Clients.
Notes:
l You cannot use Oracle Direct Connection in a cross-connection query.
l To use an Oracle connection in a cross-connection query, you must install an Oracle
Client (full install) or you must install the Oracle Instant Client plus the Oracle ODBC
driver.
ODBC Driver In order to create a native Snowflake connection, you must install the ODBC Driver 2.24.2 (or
later) provided by Snowflake. Upon installing and configuring the driver, Toad Data Studio will
be set for this type of connection.
Note: New versions of the Snowflake ODBC Driver are backward-compatible, but there is no
guarantee that earlier versions are forward-compatible. Active monitoring and maintaining of
installed versions is advised.
For more information regarding the process of creating Snowflake connections, please refer
to the Installation Guide and User Guide.

To create a connection to an Amazon Redshift database you must install the Amazon
Redshift ODBC driver 1.3.1.1000 (or later version) on client computers accessing an Amazon
Redshift data warehouse. For each computer where you install the driver, there are the
following minimum requirements that you can find on the Amazon Redshift Web site.
For more information regarding the process of creating Amazon Redshift connections, please
refer to the Installation Guide and User Guide.
Additional Web Browser
Requirements Microsoft® Internet Explorer® 11 or later
Screen
Recommended maximum DPI settings for Toad are 125%. It is possible to use Toad up to
200% but some dialog windows will not be completely usable anymore.
Maximum tested resolution for Toad is 3800 x 2160 px.

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Server Requirements
Before installing Toad, ensure that your server meets the following minimum hardware and software requirements:

Requirement Details
Native Database Toad supports the following databases:
Server Oracle 10g R2, 11g, 11g R2, 12c, 12c R2, 18c,19c, 21c
Toad has been tested on Oracle Exadata 2.0 running Oracle database 11g R2.
SQL Server 2012 and SQL Server 2012 Express
SQL Server 2014 Enterprise and SQL Server 2014 Express
SQL Server 2016
SQL Server 2017
SQL Server 2019
Notes:
l SQL Server Compact Edition is not supported.
l Storage Management is not available on SQL Server Express.
IBM DB2 for LUW 9.7, 10.1, 10.5, 10.5.0.5, 11.1, 11.5
IBM DB2 for z/OS 11, 12
Note: Toad may support IBM DB2 Express and SWE in addition to listed above servers
but note that no testing was performed on it.
Note: Windows 8, 10 and Windows Server 2012 require the following Fix Pack in order to
ensure registration of DLLs in Global Assembly Cache:
IBM DB2 LUW 10.5 Fix Pack 4
IBM DB2 LUW 10.1 Fix Pack 4
IBM DB2 LUW 9.7 Fix Pack 10
MySQL 5.0, 5.1, 5.5, 5.6, 5.7
MariaDB 5.5.5, 10.2.8, 10.3.2 (using MySQL provider)
SAP ASE 15.5, 15.7, 16 SP03
SAP IQ 15, 16
SAP SQL Anywhere 16
SAP HANA SPS 08, SPS 09, SPS 10, SPS 11, SPS 12, SAP HANA 2.0, SAP HANA 2.0
SPS 02
Teradata 12.0, 13.0, 13.10, 14, 15, 16
Access® 2007, 2010, 2013, 2016
Note: To use Access 2016 64-bit to connect to an Access database in Toad, the Microsoft
Access Database Engine is required and might not be included in the Access installation.
The engine must match the architecture (bitness) of Toad.
Excel® 2003, 2007, 2010, 2013, 2016
Note: To use Excel 2016 64-bit to connect to an Excel or .csv file in Toad, the Microsoft
Access Database Engine is required and might not be included in the Excel installation.
The engine must match the architecture (bitness) of Toad.
ODBC Database Toad Data Studio allows you to create a connection to a database that supports an ODBC
Server 3.0 or later driver. ODBC connectivity provides basic querying capability, but may not be
as full-featured as a native connection in Toad. Toad has been tested on the following
databases, using an ODBC connection:
l DB2 for i5/OS V5R4 and IBM i 6.1, 7.3
l EDB Postgres Advanced Server 10

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Requirement Details
l Greenplum® Database
l Informix Dynamic 10.00, 11.0 (limited testing)
l Ingres Community Edition 2006 R2 on Windows 32-bit (limited testing)
l Netezza Data Warehouse Appliance 4.6.6, 6.0, 7.0, 7.2.1
l PostgreSQL® 9.5, 9.6.3, 10
l Vertica 4.1, 5.0, 5.1 (with 4.0, 4.1 ODBC driver), 6.0 (with 6.0 ODBC driver), 6.1,
7.0, 8.1, 9.0
Cloud Database Oracle databases running on Amazon EC2
Service SQL Azure and Azure SQL Data Warehouse
Note: To be able to utilize a majority of Toad functionality, please grant VIEW
DEFINITION on the SQL Azure databases you want to work with.
SQL Server databases running on Amazon EC2
Toad can manage Amazon RDS and any other cloud or service offering compatible with
MySQL.
Business Toad has been tested with, and supports, the following Business Intelligence platforms:
Intelligence SAP Business Objects XI 3.1, 4.1
Connections
Oracle Business Intelligence Enterprise Edition 12.2
Salesforce.com®
Microsoft SQL Server Analysis Services 2016
Google Analytics™
OData version 4
SharePoint® Server 2013
NoSQL Toad has been tested with, and supports, the following NoSQL platforms:
Connections Azure Table Services
Apache Cassandra™ 3.11.0
Amazon DynamoDB
Apache HBASE™ 1.2.6
Apache Hive™ 2.1.0
Cloudera Impala 2.9.0, 3.2.0 with CDH 6.3.2. Toad Data Studio has been certified by
Cloudera.
MongoDB™ 3.4.6, 3.4.9, 4.0
VM and Cloud In general, the databases and data sources listed in this table are also supported when
Platform installed on a virtual machine (VM) or cloud platform. See the database or data source
Environments documentation for more specific information.
Additional Testing Data Set Size
The following Toad Data Studio functionality has been tested with data sets of up to 5
million rows: SQL Editor, Data Compare, Import Wizard, Export Wizard.
For the following Toad Data Studio modules, working with very large data sets can impact
performance. For best results in these areas, work with data sets of less than 1 million
rows: Pivot Grid, manually sorting a result grid, performing more than one Data Compare
at a time (such as running multiple Data Compare Automation scripts simultaneously).
Notes:
l Performance can vary based on available disk space and memory, CPU speed,
and the bitness of Toad, as well as the type and number of columns.
l Import and export functionality was tested with .csv files.

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 Requirement Details
Security l The TLS protocol v1.2 or above is required when establishing secure connections
to MySQL data sources

Virtualization Support
Requirement Details
Application When deploying Toad in a virtualization environment, for best results ensure the system
Virtualization accurately reflects the applicable client hardware and software requirements listed in this
document.
Toad has been developed using Microsoft guidelines (see Remote Desktop Services
programming guidelines) and can be deployed and operated in virtualization environments
such as Citrix XenApp, Microsoft App-V, and VirtualBox.
See "Install Toad on Citrix® Systems" on page 18 for more information.
Server Toad has been tested with the following:
Virtualization
l Oracle VM 3.1 running on Red Hat Enterprise Linux 64-bit with Oracle 11gR2
l Oracle VM 2.2 running on Windows 2008 32-bit with Oracle 11gR2

User Requirements

User Requirements to Install Toad

Only Windows Administrators and Power Users can install Toad.
Note: The following exceptions exist for Power Users:
l (DB2 only) A Power User can install Toad as long as this user belongs to the DB2ADMNS or
DBUSERS group.
If an Administrator installs Toad, the Administrator can share the Toad shortcut icon on the desktop and menu items
with any user—a Power User, Restricted User—on the computer.

If a Power User installs Toad, a Restricted User cannot do the following:

l Associate file extensions.
l View the Toad shortcut icon on the desktop or the Toad menu options in the Windows Start menu. As a
workaround, Restricted Users can create a shortcut to Toad from the install directory and place the shortcut
on their desktop.

User Requirements and Restrictions for Running Toad

The following describes the requirements and restrictions for users who launch and run Toad:
l (DB2 only) A Windows Power User or Restricted User must belong to the DB2ADMNS or
DB2USERS group. To add the user to one of these groups, select Start | Control Panel |
Administrative Tools | Computer Management | System Tools | Local Users and Groups |
Groups | DB2ADMNS or DB2USERS.
l (DB2 only) A Windows Power User or Restricted User does not have the authority to add or remove DB2
catalog entries using the Toad Client Configuration wizard. However, these users can use the Import Profile
function in the Toad Client Configuration wizard to import catalog entries to Toad.

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l (DB2 only) To take full advantage of Toad for DB2 LUW functionality, the user ID specified in the Toad
connection profile for each DB2 for LUW database connection requires the authorizations listed in the
following link:
DB2 LUW connectivity user requirements and restrictions
l (DB2 only) As a minimum requirement to manage a DB2 for z/OS subsystem in Toad, the user ID defined in
the Toad connection profile for the subsystem must either have SYSADM privileges or SELECT privileges
on the DB2 catalog tables. For a complete list of authorizations (and corresponding GRANT statements) a
user requires to take full advantage of Toad for DB2 z/OS functionality, refer to the following link:
DB2 z/OS connectivity user requirements and restrictions
l To create or modify the QuestSoftware.ToadSecurity table to enable Toad Security, the user who maintains
this table must have privileges to create, insert, update, and delete it. All other users need only the ability to
read the QuestSoftware.ToadSecurity table to use Toad Security features.

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Install Toad
To install Toad
1. Run the ToadInstaller.exe.
For individual installation, the .exe file is recommended. The Microsoft Visual C++ 2015 Redistributable is
required by Toad. This software is included in the installation when using the .exe file, but not when using the
.msi file. Please ensure Visual C++ Redistributable for VS 2015 is installed prior to installation using the .msi
file. See MSI Prerequisites for more information.
For help with installation errors, see Troubleshoot Installation Errors.

2. Select a destination folder and other options. Review the following for additional information.

Install Wizard
Page Description
Destination Select a destination folder or use the default.
Folder
Additional Allow saving passwords—(default) Select to allow Toad to save passwords for
Properties data source connections.
Prohibit saving passwords—Select to prohibit Toad from saving connection
passwords.
Note: If this option is selected, the Automation module will be disabled in this
installation of Toad.

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Troubleshoot Installation Errors
Error Message: The Microsoft Visual C++ 2015 Redistributable is not installed correctly
You might encounter this error if the prerequisites for the Microsoft Visual C++ 2015 Redistributable are not installed
prior to installing Toad. If you encounter this error, do the following:
1. Uninstall the Microsoft Visual C++ 2015 Redistributable using the Control Panel.
2. Install the missing software. See Universal C Runtime Update Prerequisites or use one of the following links:
l For Windows 7 or Windows Server 2008 R2, install Service Pack 1:
https://support.microsoft.com/en-us/kb/976932.
l For Windows RT 8.1, Windows 8.1, or Windows Server 2012 R2, install the April 2014 update:
https://support.microsoft.com/en-us/kb/2919355.
l For Windows Server 2008, install Service Pack 2: https://support.microsoft.com/en-us/kb/948465.
3. Run the ToadInstaller.exe again.

Specify Application Data Directory

Location
Toad Data Studio 1.0 stores settings files in the user's Application Data directory. The default location cannot be
modified from within the application. Toad provides two methods to change the default location: by using a Registry
setting or by using a command switch in a Toad shortcut.
Use the Registry setting method to change the application data directory from Roaming to Local. Use the command
switch method to change the location to any new path.

To change Toad Application Data directory location from Roaming to Local

In the Registry under Toad Data Studio (Computer\HKEY_CURRENT_USER\Software\Quest Software\Toad Data
Studio\1.0), add LOCALSETTINGS with a value of 1.

See the following table for default (Roaming) and resulting (Local) directory path.

Caution: All current Toad settings will be lost after applying this Registry setting unless you manually copy the
settings files from the default location (Roaming directory) to the new location (Local directory). Copy the
settings files BEFORE you add the Registry setting and BEFORE opening Toad.

New Location when

Operating System Default Location LOCALSETTINGS = 1
Windows Server 2008 C:\Users\username\ C:\Users\username\
Windows 7 AppData\Roaming\Quest AppData\Local\Quest Software\ Toad
Software\Toad Data Studio 1.0 Data Studio 1.0
Windows 8
Windows 10

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To change Toad Application Data directory location using a command-line switch
You can override the default Application Data directory by running Toad with the command switch:
Toad.exe --datadir="YourNewDirPath"
To instruct Toad to always use the new directory path, add the command switch and the new directory path to a
Toad desktop shortcut. Then use the desktop shortcut when opening Toad.
1. To add the command switch, right-click the Toad shortcut and select Properties.
2. Enter the command switch and add the directory path in quotes (replace "YourNewDirPath" with your
directory path).

Install Toad Silently

Silent installation provides a convenient method for deploying Toad to multiple machines. With some customization,
you can also deploy the license key and settings at the same time.

Determine Which Installer to Use

Before performing a silent installation, review the following to determine which installer to use:

Installer Advantages Disadvantages

Executable file Silent installation using the .exe file has the Silent installation using the .exe file has the
(.exe) following advantages: following disadvantages:
l Verifies whether the prerequisite l Cannot deploy custom Toad
software is installed, and if not, settings files or license keys.
redirects you to the download
location.
l Installer automatically exits if the
prerequisite software is not
installed.
Microsoft Installer Supports deployment of Toad settings files Silent installation using the .msi file has the
file (.msi) and license keys. following disadvantages:
l Requires manual verification and
download of any prerequisite
software.
l Requires a manual uninstall of the
previous version of Toad using
Add/Remove Programs.

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Silent Installation Prerequisites
Before you can perform a silent installation, the following software must be installed on every computer where you
are installing Toad:
l Microsoft .NET Framework 4.7.1
l (Installation using .msi Microsoft installer only) Visual C++ Redistributable for Visual Studio 2015. See
Visual C++ Redistributable for VS 2015 for downloads. See KB2999226 - Update for Universal C Runtime in
Windows for additional information.

Silent Installation Using the Executable

Use the executable file to perform a silent install to the default directory (or to a different directory) and to specify
options such as logging installation messages.

To perform a silent install using the executable file

1. At a Windows command prompt, switch to the drive or directory where the executable for Toad is located.
2. For a standard installation with all features enabled, enter the following command:
“ToadInstaller.exe” /S

You can customize MSIEXEC command-line options and overrides for your installation similar to the
following command:
“ToadInstaller.exe” /S /Lx “C:\temp\installLog.txt” INSTALLDIR=”Drive:\your_
install_path” USERNAME=”some_user” COMPANYNAME=”your_company” ALLUSERS=1

Use the following descriptions to customize the command-line options and overrides for your installation.
Command-Line Options
The following MSIEXEC command-line options are used in this example:

Option Description
/L “C:\temp\installLog.txt” (Optional) Write installation messages to the specified log file.
Substitute “C:\temp\installLog.txt” in the example with the fully qualified
name of the log file. Enclose this value in double quotations. The installation
process creates this file if it does not exist. Otherwise, the existing file is
overwritten.
You can add additional parameters to the logging option to indicate what
type of information to log.
l /Lx—Adds extra debugging information to the log (used in previous
example)
l /Lv—Specifies verbose output
l /L*—Log all information, except that specified by x and v
l /L*v—Log all information, including v (verbose output)
l /L*x—Log all information, including x (extra debugging info)
l /L*vx—Log all information, including that specified by v and x
See the log section at http://msdn2.microsoft.com/en-
us/library/aa367988.aspx for more information about additional logging
parameters.

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 Option Description
/64BIT Setup installs a 64-bit version of Toad.
This parameter applies only if written right after the path to the executable,
e.g.:
C:\Users\JDoe\Downloads\ToadDataStudio_pro_1.0.0.exe"
/64BIT /S /Lx “C:\temp\installLog.txt”
INSTALLDIR=”C:\Program Files\Quest Software\Toad”
License="full_path" Specify the full path to a license file, e.g. License="C:\ProgramData\Quest
Software\Toad Data Studio". Toad Data Studio to use Toad with the desired
license.

Toad Default Installation Option Overrides

You can specify the following values to override Toad’s default installation options. Enclose each value in
double quotations.

Option Description
INSTALLDIR (Optional) Specify the absolute path for the directory in which you
want to install Toad. If you do not include this path, the installation
program defaults to:
C:\Program Files \Quest Software\Toad Data Studio1.0.
ALLUSERS (Optional) Specify one of the following:
l For a per-machine installation, specify 1. This value allows
any user to use the Toad shortcut on the desktop after the
installation completes.
l For a per-user installation, enter the empty string value (“”)
This value allows only the user specified for USERNAME
(and the user that installed Toad) to see the Toad shortcut on
the target desktop. If USERNAME is omitted, only the user
that installed Toad sees the shortcut.
Note: If you do not specify this property, the installation program
defaults to a per-user installation.
USERNAME (Optional) Specify the user that intends to use Toad on the target
computer.
Notes:
l If ALLUSERS is omitted or defined with the empty string value
(""), only the user specified here (and the user that installed
Toad) can see the Toad shortcut on the desktop after the
installation completes.
l If ALLUSERS is omitted or defined with the empty string value
("") and you omit the USERNAME option, only the user that
installed Toad sees the Toad shortcut on the desktop.
l If ALLUSERS is 1, the USERNAME value is ignored during
installation.
COMPANYNAME (Optional) Specify the name of the company that owns this
installation.
ALLOWPASSWORDS=FALSE (Optional) Set in order to prohibit users from saving their passwords
in Toad.
OPTIONSTEMPLATE (Optional) Enter a full path to the Options Template that you
generated in Tools | Options | General.

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 Option Description
Notes:
l All default installation option overrides are case-sensitive.
l Enclose all values (except for the ALLUSERS value) in double quotations.

Silent Installation Using the Microsoft Installer

Note: (MSI installs on Windows 7) If you are using MSI to install Toad on Windows 7 with UAC enabled, you can
install a file that adds a "Run as administrator" option when right-clicking the MSI
file: http://www.symantec.com/connect/downloads/msi-run-administrator-context-menu-vista.
Note: The installer does not verify that system requirements have been met before installing. If you do not want to
manually verify system requirements, you should use the .exe file for the silent install.

MSI Prerequisites
Visual C++ Redistributable for Visual Studio 2015 is required by Toad, however it is not installed when you use
the Microsoft (.msi) installer. Ensure that this software is installed prior to performing an install using the .msi
installer. For downloads, see Visual C++ Redistributable for VS 2015. For related information, see KB2999226 -
Update for Universal C Runtime in Windows.
Install both vc_redist.x86.exe and vc_redist.x64.exe.
This software is required to enable some features in Toad Data Studio, such as Local Storage. This software is
included in installation when using the executable (.exe) installer.

Perform Silent Installation Using MSI

You can deploy the license key, custom settings, and connections files when installing using the .msi installer. See
"Install Toad Silently" on page 14 for more information.

To perform a silent install using msi

1. At a Windows command prompt, switch to the drive or directory where the msi installer for Toad is located.

2. For a standard installation with all features enabled, enter the following command:
msiexec /i “ToadInstaller.msi” /q

You can customize command-line options and overrides for your installation similar to the following:
msiexec /i “ToadInstaller.msi” INSTALLDIR= “Drive:\your_install_path” /q
USERNAME=”someone” COMPANYNAME=”your_company” ALLUSERS=1

Command-Line Options
The following MSIEXEC command-line options are used in this example:

Option Description
/i Run the installation.
/q Specify the user interface (UI) that displays during installation. You can append
other options, such as n to hide the UI or b to hide the Cancel button during the
installation.
Note: All command-line options are case-insensitive. See http://msdn2.microsoft.com/en-
us/library/aa367988.aspx for a complete list of command-line options.

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 Toad Default Installation Option Overrides
You can specify the following values to override Toad’s default installation options. Enclose each value in
double quotations.

Option Description
INSTALLDIR (Optional) Specify the absolute path for the directory in which you
want to install Toad. If you do not include this path, the installation
program defaults to:
C:\Program Files \Quest Software\Toad Data Studio1.0.
ALLUSERS (Optional) Specify one of the following:
l For a per-machine installation, specify 1. This value allows
any user to use the Toad shortcut on the desktop after the
installation completes.
l For a per-user installation, enter the empty string value (“”)
This value allows only the user specified for USERNAME
(and the user that installed Toad) to see the Toad shortcut on
the target desktop. If USERNAME is omitted, only the user
that installed Toad sees the shortcut.
Note: If you do not specify this property, the installation program
defaults to a per-user installation.
USERNAME (Optional) Specify the user that intends to use Toad on the target
computer.
Notes:
l If ALLUSERS is omitted or defined with the empty string value
(""), only the user specified here (and the user that installed
Toad) can see the Toad shortcut on the desktop after the
installation completes.
l If ALLUSERS is omitted or defined with the empty string value
("") and you omit the USERNAME option, only the user that
installed Toad sees the Toad shortcut on the desktop.
l If ALLUSERS is 1, the USERNAME value is ignored during
installation.
COMPANYNAME (Optional) Specify the name of the company that owns this
installation.
ALLOWPASSWORDS=FALSE (Optional) Set in order to prohibit users from saving their passwords
in Toad.
OPTIONSTEMPLATE (Optional) Enter a full path to the Options Template that you
generated in Tools | Options | General.
Notes:
l All default installation option overrides are case-sensitive.
l Enclose all values (except for the ALLUSERS value) in double quotations.

Install Toad on Citrix® Systems

Toad must be installed on the Citrix server by the Citrix administrator. Users then connect to this instance through
their Citrix login.

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To install Toad on a Citrix system
1. Connect to the Citrix Environment as an administrator.
2. Copy Toad to the Citrix server, if needed.
3. Start the Toad installation process.
4. During installation, select the Anyone who uses this computer checkbox when prompted.
5. Repeat steps 2 through 4 for each server in the Citrix farm.
Note: Although you must install Toad on every server in the Citrix farm, you only need to publish Toad once.
6. Review the following considerations regarding licensing:
l A license supplied by an administrator always overrides a user-supplied license in a Citrix
environment.
l If you need to provide the same Toad functionality to all users, you can enter the default license key
for all users.

Uninstall Toad
If you uninstall Toad, it may not uninstall completely. When you use Toad, you create new files such as SQL scripts,
data output, or temp files, etc. The following types of files are not removed when you uninstall:
l Any new files you create
l Any copies of files you make for backup purposes
l Settings files
You can uninstall Toad Data Studio by using the Installer or by using the Windows Add/Remove Programs (or
Uninstall a program) feature. Using the Installer is the preferred way to uninstall Toad Data Studio.

To uninstall Toad
1. Run the ToadInstaller.exe.
2. Select Uninstall Toad Data Studio only.

3. Complete the wizard.

Configure Toad Layout

Toad can emulate the layout and settings of other products. Use the Configuration Wizard to select a pre-defined
layout that matches Toad® for Oracle®, SQL Navigator, or your native database tool. The Configuration Wizard also
allows you to specify a skin and grid color.
If you want to group documents using Toad's built-in workflow: Understand, Query, Report, and Automate, select
the Toad for Data Analysts (Original) option. Then open the Configuration Wizard again and select Custom to
configure Toad behavior, such as showing/hiding windows, or opening and grouping documents according to the
selected workflow group.
You can also manually rearrange windows and panes to customize the Toad workspace. See "Customize Your
Toad Workspace" on page 22 for more information.

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To configure Toad layout using the Configuration Wizard
1. Select Tools | Configuration Wizard (ALT+T+F).
2. To match the look of another product, select a layout option and click Finish.
Review the following layout options before selecting:

Layout and Settings Page Layout options:

l Toad Data Point 3.0—Applies shortcut keys used by Toad
Data Point, opens default windows, and adds the Wizard
toolbar.
l Toad for Oracle—Applies shortcut keys used by Toad® for
Oracle® and automatically opens the Project Manager,
Editor, SQL Recall, and Output windows.
l MS Query Analyzer—Applies shortcut keys used by Query
Analyzer and automatically opens the Object Explorer,
Code Snippets, and Editor windows.
l MS Management Studio—Applies shortcut keys used by
Management Studio and automatically opens the
Connection Manager and Editor windows.
l SQL Navigator—Applies shortcut keys used by SQL
Navigator and automatically opens the Navigation
Manager, Object Explorer, Editor, and Code Snippets
windows.
l Toad for Data Analysts (Original)—Applies shortcut keys
used by Toad for Data Analysts. This option also displays
the Grouping (Toad workflow) toolbar and Wizard toolbar.
l Custom—Applies shortcut keys used by Toad Data Studio.
This option allows you to select skin and grid styles, as well
as Database Explorer display options.
Use this option to customize the Toad for Data Analysts
layout if you have previously selected it.
Tip: You can set or modify individual keyboard shortcuts in
Keyboard Options in Tools | Options | Environment | Keyboard.
Note: If you select a new layout, you may need to restart Toad to
see the changes to the Grouping and Wizard toolbars.

3. To customize your layout, select Custom and click Next. Then specify options on each page of the wizard.
Review the following for additional information:

Page Options
Look and Feel Select a skin and grid style.
l Skin—Applies the skin style you select to document
windows, tool windows, and modal dialogs.
l Grid style—Applies the grid style you select to the data grid
only.
A preview of the selected style is automatically displayed in the
wizard and in the grid.
Tip: You can change the skin and grid style later in Tools |

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Page Options
Options | Environment | Interface.
Database Explorer Style Specify how objects display in the Object Explorer window.

Tip: Click in the Object Explorer at any time to switch to a

different view style.
Quick Guide Displays a Quick Start Guide that lets you quickly launch frequently
used features and tutorials until you are more familiar with the
application.
Tips:
l To view this window at anytime, select View | Quick Guide
from the menu.
l To hide this window when starting Toad, select the Do not
show on start up checkbox at the bottom of the Quick
Guide window.
Group Documents Applies to the Toad for Data Analysts (Original) layout. Select
this layout option prior to customizing.
Specify one or more of the following options:
l Use document groups—Associates each open document
with its respective group in the Groupings (Toad workflow)
toolbar.
l Hide windows per group—Displays only those windows that
are associated with the selected group in the Groupings
toolbar. For example, if the Query group is selected and a
Query Builder window is open, it will be hidden when you
select the Report group.
Note: Unless the Hide windows per connection
checkbox is selected, any connections that have a window
open for this group display.
l Hide windows per connection—Displays only those
windows for the current connection that are associated with
the selected group.

Tip: To hide the Grouping toolbar, select Tools | Customize, and

then deselect the Grouping toolbar in the Toolbar tab.
Group Document Defaults Applies to the Toad for Data Analysts (Original) layout. Select
this layout option prior to customizing.
Select the default window to open when selecting a group from the
Grouping toolbar.
Understand
l Database Diagram—Easily identify relationships between
tables via foreign keys.
l Database Explorer—Drill-down to details for each object.
Query
l Query Builder—Quickly create complex queries and
subqueries using a graphical interface.
l SQL Editor—Powerful editor for writing SQL queries and
scripts.
Report

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 Page Options
l Excel—Automatically export query results and open them in
Excel.
l Toad Report—Send query results to the Toad Data Report
wizard.
Wizard Bar Select to display the Wizard bar, a toolbar containing frequently-
used actions for the currently open window. It displays along the
bottom of the Toad window.
Tip: To modify this option later, use the Configuration Wizard.
Connection Documents Specify which type of new document to automatically open when a
new database connection is created.
Tip: You can modify this option later in Tools | Options |
Database | General.
Additional Settings Specify whether to automatically add files to the Project Manager
when saving, executing, or sending the files to a report. This option
can help you locate and manage your work.

4. Click Finish when you are done customizing.

Customize Your Toad Workspace

You can customize your Toad workspace by re-arranging windows and panes. For docked panes selected from the
View menu, Toad remembers the configuration of your last open session and displays it when you re-launch the
application.

To rearrange windows and panes

1. Open a Toad pane by selecting it from the View menu.
2. Drag the pane to a new location in the Toad workspace.
3. Drop the pane into the desired section of the workspace when it becomes highlighted.
4. To move an open window, drag it to the desired area of the workspace and drop it into a highlighted section.

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 2
Create Connections

Understand Toad Connections

Review this topic to learn about open database connections in Toad.

Toad Open Connections

In Toad, an open connection in the Connection/Navigation Manager represents one or more actual connections to
the database or data source. When you open a database connection in Toad:
l Toad creates an initial database connection for general use.
l Toad also creates a separate database connection for each Editor (the first time you execute a statement)
and for each Data tab in the Database Explorer (the first time you select the tab and query data).
The connection associated with the window (or tab) remains open until you close the window. If a
window has an associated connection, but a statement is not currently executing, the connection is in
an inactive state.

To view information for an open connection

l To view the number of actual database connections that exist for a Toad connection, including the number of
active connections, place the cursor over the connection in the Connection/Navigation Manager pane or in
the connection drop-down list.

To use the Background Processes pane

l When a statement is executing, a progress bar displays in the Status bar located at the bottom of the Toad
application window. Click the executing progress bar to open the Background Processes pane.
l To cancel statement execution, use the Background Processes pane.
Note: It is recommended that you cancel only your own processes, because terminating Toad activities
could cause unexpected behavior.

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Sharing a Connection Among Windows
You can instruct Toad to share an open connection among windows. In this way, the Editor windows and Data tabs
can share the same connection when the connection is inactive.

To share a database connection among windows in Toad

1. Select Tools | Options | Editor | General.
2. Clear the checkbox for the Use individual connection for each open editor option.
3. When this option is not selected, Toad attempts to use a single connection for any new windows or query
execution. For example, if you share a database connection, you can execute a query in the Editor, execute
another query in a new Editor, and then select the Data tab from the same connection.
If the single connection is in use when Toad attempts to execute it, the following occurs:
l (DB2 and Oracle only) If your database supports executing multiple queries simultaneously on a
shared connection, the query is placed in a queue and executes as soon as the current operation
completes.
l If your database does not support executing multiple queries on a shared connection, a dialog
prompts you to either permanently associate the window with a new database connection, cancel
the previous operation, or add the query to a queue until the current operation completes, and the
execute it. If you place multiple queries in the queue, each one executes in the order that it was
added to the queue.
Note: Although you can share a database connection, any commits apply to the selected window only.

Create Access Connections

Although this connection uses the ODBC driver, it is easier and faster to connect using this method. See
"Troubleshoot Access Issues" on page 66 for more information about troubleshooting connection issues.
Notes:
l The Toad Sample Database and established connection that comes pre-loaded in Toad Data Studio is an
Access database. The connection information for this database is:

Database file = C:\Program Files\Quest Software\ToadInstallDirectory\Plugins\Odbc\Sample

Database\Quest_Stage.mdb
Additional sample files for this database are available in the Project Manager.

To create an Access connection

1. Click on the toolbar (ALT+F+N).

2. Select Access from the Group list box.

3. Review the following for additional information:

Database file Select the database to use when connecting.

MDW file Select the MDW file that is linked to the database.
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your
connection in Tools | Options| Environment | Security.

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 Category Select or create a category if you want to color code Editor tabs for a specific
connection. This can help differentiate between development and production
databases. You can also set an option to color code the Object Explorer pane and
object editor windows (Create, Alter, Drop, etc.).
Click here to view a video of this feature.

4. Click Connect to connect immediately while saving the connection information. Optionally, click Save to
save the connection without connecting.

Considerations and Limitations

Consideration/Limitation Description
Microsoft Access 2016 64-bit To successfully create a connection to an Access database using
Office 365 64-bit Microsoft Access 2016 64-bit, the Microsoft Access Database Engine is
required and might not have been included in the Access installation. In
addition, the architecture (bitness) of the engine must match the bitness
of Toad.

Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory
link in Help | About.
Click here to view a video about creating connections in Toad Data Studio

Create Amazon Redshift Connections

Toad Data Studio allows you to create a connection to an Amazon Redshift database using ODBC connectivity.
Note: You must have Amazon Redshift ODBC driver 1.3.1.1000 (or later) installed before a native
connection is created.

To install the Amazon Redshift ODBC Driver

Download and install the ODBC Driver from the Amazon Redshift Web site.

To create a new connection

1. Click on the Connections toolbar (ALT+F+N).

2. Select Amazon Redshift from the Group list box.

3. In the Create New Connection window configure the connection parameters.

General Tab Description

Driver name Uncheck the Use data source name checkbox and select Amazon Redshift (x64)
Driver or Amazon Redshift ODBC Driver (x64) depending on the installed version.
User Enter the username for your Amazon Redshift account.
Password Enter the password for your Amazon Redshift account.
Database Enter the name of the Database you would like to connect to or choose from the drop-
down list.
ConnectionSt Add the connection string for the Redshift cluster in the ConnectionString field.
ring Add the password string to the PWD= setting in the ODBC URL and paste the ODBC
URL to the ConnectionString field:

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 Driver={Amazon Redshift ODBC Driver
(x64)};Server=<server>;Database=<database>;UID=<user>;PWD=<
password>;Port=5439

4. Click Connect to save the connection and immediately connect to the database or click Save to save the
connection without connecting to the database.

Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory
link in Help | About.

Create SAP Business Objects Connections

Toad allows you to connect to SAP® Business Objects through the Query as a Web Service (QaaWS) component to
view and query data in QaaWS Queries.

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To create a Business Objects connection

1. Click on the Connections toolbar (ALT+F+N).

2. Select SAP Business Objects from the Group list.

3. Enter the connection information in the Create New Connection dialog. Review the following for additional
information:

URL Enter the Business Objects URL to which you want to connect. This is the URL to
the Query as a Web Service component of the Business Objects installation. See
"Important Information about Business Objects Connections" on page 27 for more
information.
Note: The URL should be in the following format:
http://<server>:<port>/dswsbobje/qaawsservices
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your
connection in Tools | Options| Environment | Security.
Category (Optional) Select an existing category or create a new one.
Note: In NoSQL and Business Intelligence connections, Toad automatically saves the password in the
connections.xml file as obfuscated text, as well as in Toad. To add additional password security, use
Toad's Master Password feature.

4. Click Connect to connect immediately while saving the connection information. Optionally, click Save to
save the connection without connecting.
5. Upon creating an initial connection, Toad automatically maps the data source objects. This process
runs in the background, and until it is finished, you may experience a delay when attempting to access
these objects.

Important Information about Business Objects Connections

To create a Business Objects connection in Toad, you must connect to the Query as a Web Service component in
Business Objects. The connection URL should have the format:
http://<server>:<port>/dswsbobje/qaawsservices

Where <server> corresponds to your web server address, and <port> corresponds to the port where you set
up in your web server. (dswsbobje is the default name of the Query as a Web Service web application.)
An example URL is http://server01:8080/dswsbobje/qaawsservices.
Tips:

l
To specify a default value for a column parameter, select a Query and click .
l Connections are stored in the connections.xml file and can be found by clicking the Application Data
Directory link in Help | About.
l You can specify a proxy server to use for Business Intelligence and NoSQL connections at Tools | Options
| Database | Data Services.

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Configure DB2 Client Connections
Setting up connections to the DB2 for LUW databases and DB2 for z/OS subsystems that Toad will manage
requires two main steps.
Step 1. Configure DB2 client connections - Before you can create a connection profile, each of the
databases or subsystems must be cataloged on the DB2 client. This topic helps you with that process.
Step 2. Create connection profiles - Step 2 involves creating Toad connection profiles for the cataloged
DB2 databases or subsystems. Each profile contains the information that Toad needs to connect to the
system, such as the user ID and password, DB2 registry settings, and the default schema. See "Create
Toad Connection Profiles for DB2" on page 33 for more information.
Note: You must have a DB2 client installed before you can configure client connections and create connection
profiles. Refer to IBM for information regarding a DB2 client download, http://www-
01.ibm.com/software/data/db2/linux-unix-windows/downloads.html, or consult your organization's IT department.
For a list of supported DB2 client versions, see the Toad Data Studio Release Notes.

Configure DB2 Client Connections

Use one of the following methods to catalog each of the databases or subsystems on the DB2 client.

Transfer a Catalog Any Time After Initial Setup

Use this method to transfer a catalog from another DB2 client on your machine to your default DB2 client. If you
previously used the Toad DB2 client installed with the product in prior versions, use this method to transfer the
catalog from the previous Toad DB2 client to your current default DB2 client.

To transfer a catalog any time after initial setup

1. In the Connection Manager, click in the toolbar.

Note: If the Client Configuration Wizard opens, Toad found only one DB2 client installed.
2. From the DB2 Client list, select the name of the DB2 client whose catalog you want to transfer to your
default DB2 client.
This list contains all current previously installed DB2 clients on your computer, including the default DB2
client instance and any Toad DB2 client installations.
3. Click OK.
4. To create a connection in Toad for any of the transferred catalog entries, see Create Toad Connection
Profiles for DB2.
Import a DB2 catalog previously exported to a file

To import an exported catalog profile

1. In the Connections (or Create New Connection) window, click beside the Database alias drop-down list
to open the Client Configuration wizard.
2. On the Welcome page, select Import Profile.
3. Click Next.

4. Click in the Profile name field to browse for and select the exported profile you want to import. When you
select the profile, its contents display in the text pane.

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 5. Complete the wizard.
Once you close the wizard, the Database alias drop-down list in the Connections window includes all the
DB2 databases and subsystems whose catalog entries you imported.
Note: DB2 does not automatically export catalog entries for the local DB2 instance and its databases on the
computer from which the export is run (unless these entries already exist in the catalog). Therefore, the
profile you are importing might not include these node entries. To add the missing entries to your DB2 client
catalog, you must manually catalog the databases. If these databases are local to your computer, catalog
them as remote databases. See "Manually catalog DB2 for LUW databases " on page 29 for more
information.
6. Proceed to catalog entries as needed. See "Create Toad Connection Profiles for DB2" on page 33 for more
information.
Manually catalog DB2 for LUW databases

To manually catalog a DB2 for LUW database

1. In the Connections (or Create New Connection) window, click beside the Database alias drop-down list
to open the Client Configuration wizard. The Welcome page displays, showing the DB2 client's existing
catalog configuration in a tree view.
2. If the host and node names for the database you want to configure are listed in the tree, select them. These
selections pre-fill certain fields required later in the wizard process. If these names are not listed, you must
provide the necessary host and node information later in the wizard.
3. Click Add Catalog Entry.
4. Review the following for additional information:

Add a Host Description

Operating Select the operating system for the server on which the DB2 for LUW instance
system containing the DB2 database you are cataloging resides. For a list of supported
server platforms, see the release notes.
Host name Enter the TCP/IP address or the system name for the server on which the DB2
database resides.
Port number Enter the port number for the server on which the DB2 database resides.
Security type Select a secure protocol to handle TCP traffic for this connection.
Specify an Description
Instance
Node name Enter a user-defined name for the DB2 instance containing the database you are
cataloging.
If you selected the node name from the tree on the Welcome page, this information
is pre-filled (but you can update it as needed).
Instance name Enter the real name of the DB2 instance.
Comment Enter a descriptive comment for the instance, if needed.
Add a Database Description
Database name Enter the real name of the DB2 database.
Database alias Enter a unique nickname to identify the database on your system.
Authentication Select the authentication method that is required to connect to the database.
Target principal Enter the service account name for server's service where the database resides.
Note: This option is available only when Kerberos is selected as the authentication
method.

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 5. Complete the wizard.
The Database alias drop-down list in the Connections window shows the alias for the newly cataloged
database. To complete the Toad connection setup, you must create a Toad connection profile for the
database. See "Create Toad Connection Profiles for DB2" on page 33 for more information.
Manually catalog DB2 for z/OS subsystems
Note: If you connect directly to a DB2 for z/OS subsystem, you cannot take advantage of Sysplex. If you want to use
Sysplex, catalog an entry to a DB2 Connect gateway instead. See "Manually catalog DB2 Connect gateways " on
page 30 for more information.

To manually catalog a DB2 for z/OS subsystem

1. In the Connections (or Create New Connection) window, click beside the Database alias drop-down list
to open the Client Configuration wizard. The Welcome page displays, showing the DB2 client's existing
catalog configuration in a tree view.

2. If the host name for the DB2 subsystem you want to configure is listed in the tree, select it. This selection
pre-fills certain fields required later in the wizard process. If the host name is not listed, you must provide the
necessary host information later in the wizard.
3. Click Add Catalog Entry.
4. Review the following for additional information:

Add a Host Description

Operating Select z/OS for the server operating system.
system
Host name Enter the TCP/IP address or the system name for the server on which the DB2
subsystem resides.
Port number Enter the port number of the service for the DB2 subsystem.
Enable SOCKS Select this checkbox to enable the SOCKS secure protocol to handle TCP traffic for
security this connection. SOCKS adds an authentication mechanism for additional security.
Add a DB2 Description
Subsystem
Location name Enter the location name of the DB2 subsystem as defined during the DB2
installation.
Database alias Enter a unique, user-defined alias to identify the DB2 subsystem on your system.
You can use the same name you used in the previous Location name field, as long
as it does not already exist in the list aliases in the DB2 client.

5. Complete the wizard. A message informs you whether the entry was added successfully.
The Database alias drop-down list in the Connections window shows the alias for the newly cataloged
subsystem. To complete the Toad connection setup, create a Toad connection profile for the database. See
"Create Toad Connection Profiles for DB2" on page 33 for more information.
Manually catalog DB2 Connect gateways
In order to connect to a DB2 for z/OS subsystem, you need to catalog two entries. First, you need to catalog the DB2
subsystem on the DB2 Connect gateway. During this process, you define an alias for the DB2 subsystem. Second,
you need to catalog this DB2 subsystem alias in Toad. The procedure below describes both cataloging events.

To manually catalog an entry to a DB2 Connect gateway

1. Catalog the DB2 subsystem on the DB2 Connect gateway. See the IBM DB2 for z/OS documentation for
more information.

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 2. In the Connections (or Create New Connection) window in Toad, click beside the Database alias drop-
down list to open the Client Configuration wizard.
3. Click Add Catalog Entry.
4. Review the following for additional information:

Add a Host Description

Operating Select the operating system for the server on which the DB2 Connect gateway
system resides.
Host name Enter the TCP/IP address or the system name for the server on which the DB2
Connect gateway resides.
Port number Enter the port number of the service for the DB2 Connect gateway.
Enable SOCKS Select this checkbox to enable the SOCKS secure protocol to handle TCP traffic for
security this connection. SOCKS adds an authentication mechanism for additional security.
Specify an Description
Instance
Node name Enter an alias for the user-defined node name you specify in the Instance name
field.
Instance name Enter a user-defined name for the gateway node or use the same value entered in
the Node name.
Note: This name does not point to an actual node on the gateway system, but is
needed to continue the cataloging process.
Add a Database Description
Database name Enter the database alias name for the DB2 subsystem.
Note: This alias name must match the alias cataloged on the DB2 Connect
gateway.
Database alias Enter a unique, user-defined alias for the DB2 Connect gateway. You can use the
same alias you used in the previous Database name field, as long as it does not
exist in the list of Toad for DB2 aliases.
Authentication Select the authentication method that matches the method specified for the DB2
subsystem on the DB2 Connect gateway.

5. Complete the wizard.

The Database alias drop-down list in the Connections window shows the name for the newly cataloged
DB2 subsystem. To complete the Toad connection setup, you must create a Toad connection profile for the
subsystem. See "Create Toad Connection Profiles for DB2" on page 33 for more information.
Note: Toad for DB2 supports LDAP connections. See "Configure DB2 LDAP Support" on page 33 for more
information.

Maintain DB2 Client Connections

Additionally, Toad provides functionality to perform the following maintenance on the catalog you set up for the
current DB2 client:
Edit DB2 catalog entries

To edit a DB2 catalog entry

1. In the Connections (or Create New Connection) window, click beside the Database alias drop-down list
to open the Client Configuration wizard.

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 2. In the catalog configuration tree for the DB2 client, select the catalog entry for the DB2 database or
subsystem that you want to edit.
3. Click Edit Catalog Entry.
4. On the Edit Catalog Entry page, update the catalog properties as needed. For a description of the catalog
properties, see the following links:
l Manually catalog DB2 for LUW databases
l Manually catalog DB2 for z/OS subsystems
lManually catalog DB2 Connect gateways
5. Click Next to open the Catalog Script Review window.
6. Review and modify the script in the preview pane as needed.
7. Click Finish. A message window displays, informing you whether the updates to the catalog entry
completed successfully.

Remove DB2 catalog entries

To remove a DB2 catalog entry

1. In the Connections (or Create New Connection) window, click beside the Database alias drop-down list
to open the Client Configuration wizard.
2. In the catalog configuration tree for the DB2 client, expand one or more nodes, and select the catalog entries
that you want to remove. (Press CTRL+click to select multiple entries.)
Note: You can remove a node by selecting all database entries for that node.
3. Click Remove Catalog Entry.
4. On the Catalog Script Review page, modify the script in the preview pane as needed.
5. Click Finish. A message window displays, informing you whether the removals completed successfully.
Export the catalog for the current DB2 client
Toad provides functionality to export your current DB2 client catalog to a file, called an export profile. You can then
import this profile to set up the catalog for another DB2 client.
To create the export profile containing the current DB2 client catalog, Toad executes the DB2 Connectivity
Configuration Export Tool command db2cfexp. If you want to export the catalog of a remote or local DB2 client
(other than your current DB2 client), you must manually execute this command.

To export the DB2 client catalog

1. In the Connections (or Create New Connection) window, click beside the Database alias
drop-down list.

2. Click Export Profile in the Welcome window of the Client Configuration wizard. (You might need to click
this button.)
3. Click Next.

4. Click in the Profile name field to browse for and select the path for the profile in which to export the
current DB2 client catalog.
5. Select the type of profile you want to create:
l Template to create a profile used as a template for other DB2 clients (default for exporting a
DB2 catalog)
l Backup to create a profile used to back up a DB2 database instance

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 l Maintain to create a profile that contains only database or node information required for updating
other instances
For more information about these profile types, see the IBM documentation (as cited previously)
describing the db2cfexp command.
6. Complete the wizard. A message window displays, informing you whether the export completed
successfully.
Note: DB2 does not automatically export catalog entries for the local DB2 instance and its databases
installed on your computer unless these entries already exist in the catalog you are exporting. If you later
import the export catalog to a DB2 client, you must manually catalog the missing local-node databases as
remote databases. See "Manually catalog DB2 for LUW databases " on page 29 for more information.
After you have set up the catalog on the current DB2 client, you can proceed to the second phase of the Toad
connection setup. This phase involves creating Toad connection profiles for the cataloged DB2 databases or
subsystems. See "Create Toad Connection Profiles for DB2" on page 33 for more information.

Configure DB2 LDAP Support

You can create DB2 Lightweight Directory Access Protocol (LDAP) connections when the DB2 client installed with
Toad is configured for LDAP. Configuring the client consists of enabling LDAP support and specifying the host name
and port number of the LDAP server. Once the client is configured, Toad retrieves names from your LDAP server
and displays them in the Database Alias list in the Connections window.
Notes:
l You must configure LDAP support for the DB2 client installed with Toad regardless of whether an existing
DB2 client on the computer is already configured to support LDAP.
l Currently, Toad for DB2 supports only the access of DB2 LDAP catalog entries. Toad does not support the
management of these entries.

To configure the DB2 client for LDAP

1. Open the Command Window for the DB2 client installed with Toad by selecting Start | All Programs | IBM
DB2 | <ToadCom, ToadEval, or ToadFree> | Command Line Tools | Command Window.
2. Enter the following command to enable LDAP support:
db2set DB2_ENABLE_LDAP=YES
3. Enter the following command to specify the TCP/IP host name and port number of the LDAP server:
db2set DB2LDAPHOST=<hostname[:port]>

The port number defaults to 389 (default LDAP port) if you leave the port number blank.
4. Exit the Command window.
5. Launch Toad and open the Connections window.
Databases on the LDAP server should be available from the Database alias drop-down list in the
Connections window. To complete the Toad connection setup, you must create a Toad connection profile for
each database. See "Create Toad Connection Profiles for DB2" on page 33 for more information.

Create Toad Connection Profiles for DB2

Setting up connections to the DB2 for LUW databases and DB2 for z/OS subsystems that Toad will manage
requires two steps.

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 Step 1. Configure DB2 client connections - If you use a DB2 client each of the databases or subsystems
must be cataloged on the client. See Configure DB2 Client Connections to learn how to catalog
databases/subsystems.
Step 2. Create connection profiles - Step 2 involves creating Toad connection profiles for DB2 databases
or subsystems that were either cataloged in the DB2 client or imported from your Data Server Driver
configuration file. Each profile contains the information that Toad needs to connect to the system, such as
the user ID and password, DB2 registry settings, and the default schema. If you use IBM DSD environment
you can import your connection profile from a Data Server Driver configuration file.
Note: You must have a DB2 client installed before you can configure client connections and create connection
profiles. Refer to IBM for information regarding a DB2 client download, http://www-
01.ibm.com/software/data/db2/linux-unix-windows/downloads.html, or consult your organization's IT department.
For a list of supported DB2 client versions, see the Toad Data Studio Release Notes.
Note: The default location of your Data Server Driver configuration file is in ...Program
Data\IBM\DB2\IBMDBCL1\cfg. The default config filename is db2dsdriver.cfg.

Note: When you connect using IBM Data Server Driver the Database button and the toolbar option in Tools | LUW
Database Options will not be available.
Click here to view a video about creating connections in Toad Data Studio

Connection Using a Custom Connection String

You can also connect to your DB2 database/subsystem using a custom connection string.
l Select Connect Using | Connection String in Connection Properties
l Enter Database alias, Host name, Login, and Password and the connection string will be automatically
updated according to what you enter
l You can save a connection created using a custom connection string in your Connection Manager

Create Connection Profiles

Use one of the following methods to create Toad connection profiles:
l Import Toad connection profiles previously exported to an XML file

(See "Export connection profiles to an XML file" on page 35 for more information about exporting a profile
that you can later import.)
Note: The connection profiles are not usable unless you have also created entries in the DB2 catalog for the
DB2 databases and subsystems to which these profiles correspond. See "Configure DB2 Client
Connections" on page 28 for more information.

To import connection profiles

1. In the Connections (or Create New Connection) window, click on the toolbar, and select
Connection file.
2. From the Import Connections window, browse for and select the XML file containing the connection
profiles you want to import.
3. Click Open.
4. Select DB2 and click OK to complete the import.
The connections whose profiles you imported are listed on the Connections window.
l Manually define Toad connection profiles.

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 To create a Toad connection profile for a DB2 database or subsystem

1. In the Connections (or Create New Connection) window, click on the toolbar (ALT+F+N).

2. Select IBM DB2 LUW or IBM DB2 z/OS from the Group list box.
3. Review the following for additional information:

Database alias Select the alias for the DB2 database or subsystem. This alias was defined
when you cataloged this DB2 database or subsystem on the DB2 client. See
"Configure DB2 Client Connections" on page 28 for more information if the
alias does not display in the list.

Tip: Click to refresh the alias list. Normally, Toad caches the DB2 catalog
the first time you open this window in your Toad session and continues to read
from cache each time you subsequently open this window. This button forces
Toad to reread the DB2 catalog to list any new systems that might have been
cataloged externally during the caching period.
Default Enter the SET SCHEMA value (DB2 for LUW) or the SET SCHEMA or SET
schema/auth ID CURRENT SQLID value (DB2 for z/OS) for this connection.
Category Select or create a category if you want to color code Editor tabs for a specific
connection. This can help differentiate between development and production
databases. You can also set an option to color code the Object Explorer pane
and object editor windows (Create, Alter, Drop, etc.).
Click here to view a video of this feature.

4. Select the Advanced tab to define special register values that are then in effect each time Toad
connects to the DB2 database or subsystem.
5. Click Connect to save the connection and immediately connect to the database.
or
Click Save to save the connection without connecting to the database.

Manage Connections
After you have completed both phases for configuring Toad connections to DB2 databases or subsystems, the
Connections window lists all the configured connections, allowing you to perform the following:
l Connect to and manage a DB2 database or subsystem through Toad
l Export connection profiles to an XML file
Toad for DB2 provides functionality to export one or more of your current Toad connection profiles to an
XML file. You can then import these exported connection profiles into another Toad installation. See "Import
Toad connection profiles previously exported to an XML file " on page 34 for more information.

To export connection profiles

1. In the Connections (or Create New Connection) window, select the connections whose profiles you
want to export.

2. Click on the toolbar, and select Connection file.

3. On the Export Connections window, review the selected connections, and click OK.
4. Browse for and select the path for the file in which to export the selected profiles.

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 l Import missing connections defined on the Toad client
You can import all connection entries currently defined in the DB2 client catalog or Data Server Driver
configuration file but missing from your current list of Toad connections.
Note: Default location for Data Server Driver configuration files is in ...\IBM\DB2\IBMDBCL1\cfg.
Note: The imported connection entries might be associated with incorrect or missing DB2 catalog or Toad
connection profile information, making them currently invalid. To re-instate any of these connections, you
might need to provide accurate DB2 catalog and Toad profile information.

To import missing connections

l
In the Connections or Connections Manager window, click .
l Troubleshoot connection issues

Note: Click to open the Client Configuration Wizard. See "Configure DB2 Client Connections" on page 28 for
more information.
Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory
link in Help | About.

Create Excel Connections

Connecting to an Excel file is easy. To create the connection, simply open the Excel file from the Create New
Connection dialog .

To create an Excel connection

1. Click on the Navigation or Connection Manager toolbar.

2. Select Excel from the Group list.

3. Browse to and select the Excel file.
4. Complete the Create New Connection dialog. Review the following for additional information:

General Tab Description

Category Select a category if you want to color code your connection.
Tip: The color is applied in the Connection Manager and other connection dialogs.
You can also create a new category for your connection.
Advanced Tab Description
Enable import Select this checkbox to set IMEX=1 in the connection string, which converts
mode intermixed data to text.
Show system Select to display worksheets as system tables. Toad uses the worksheet name
tables suffixed with a dollar sign ($).
Automatically Select this option if you want Toad to automatically create named ranges. Toad
create ranges creates one named range in each worksheet (unless the Toad name, AutoRange_
<worksheet name>, already exists).
Note: Toad does not overwrite the user defined named ranges. The Toad-created
named ranges and the user defined named ranges are both visible in the Object
Explorer after connecting.
Deselect this option if the Excel file contains user defined named ranges and you do
not want Toad to create additional named ranges.

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 Important: If you deselect this option, and your Excel file does not contain named
ranges, Toad is unable to create tables from your data.
The feature is selected by default.
Hide named Select the named ranges to hide.
ranges Note: Named ranges are not displayed until after a connection is created (in the
Connections or Connection Properties dialog). In Excel 2007 files, named ranges
are not displayed for active connections.
Open in Excel Click to open the selected file in Excel. This is useful if you want to modify your file or
define named ranges before connecting.

4. Click Connect to connect immediately while saving the connection information. Optionally, click Save to
save the connection without connecting.

Understand how Toad creates data tables from an Excel file

Toad uses Excel named ranges (regions) to define the data to include in a table. Therefore, any data that you want
to display and easily query in Toad must be included in an Excel named range (region).
You can create named ranges using one of the following methods:
l Preferred method: You can ask Toad to automatically create named ranges when you create the
connection to the Excel file. Toad creates one table from each worksheet and includes the contents of
every formatted cell.
l If you do not want to include a worksheet's entire contents in one named range, or if a worksheet contains
more than one table, then define the named ranges ahead of time in Excel.

To create a named range in Excel

1. In the Excel file, select the data that you want to include in the table (including column headings). Then
define a named range.
» In Excel 2003, select Insert | Name | Define.
» In Excel 2007, right-click the data and select Name a Range.
2. Save your Excel file. In Toad, create a new connection to the file. In the New Connection dialog, deselect
Automatically create ranges.

To allow Toad to automatically create named ranges

» When creating a new connection to the Excel file, in the New Connection dialog, select Automatically
create ranges. Toad creates one named range for each worksheet and includes the contents of every
formatted cell.
Tip: For an Excel file with an existing connection, in the Navigation Manger, right-click the file and select
Properties. On the Advanced tab, select Automatically create ranges. Toad creates the named ranges the next
time you reconnect to this file.

To hide named ranges

You can hide an Excel file's named ranges so that they do not display as tables in the Object Explorer.
1. In the Navigation Manager, right-click an Excel file connection and select Properties.
Note: In Excel 2007 files, the connection must be inactive for the named ranges to display.
2. On the Advanced tab, select the named ranges to hide.

To view or modify connection properties

To view an Excel connection's properties, do one of the following:

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 l Right-click an Excel file connection in the Navigation or Connection Manager and select Properties.

l
Select on the Connections toolbar to open the Connections dialog. Select the Excel file connection in the
left pane to view the connection properties in the right pane.

Considerations and Limitations

Consideration/Limitation Description
Excel 2016 64-bit or To successfully create a connection to an Excel file using Excel 2016 64-
Office 365 64-bit bit, the Microsoft Access Database Engine is required and might not
have been included in the Excel installation. In addition, the architecture
(bitness) of the engine must match the bitness of Toad.
Note: This requirement applies only to connections to Excel, not to the
Toad functionality of importing/exporting to Excel.

Troubleshoot Excel
To troubleshoot Excel issues, see the following:
l See "Troubleshoot Excel® Issues" on page 69 for more information about troubleshooting Excel
connection issues.
l For a list of Excel file limitations from Microsoft, see Microsoft Excel specifications and limits.
Click here to view a video about creating connections in Toad Data Studio
Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory
link in Help | About.

Create SharePoint Connections

Toad allows you to connect to SharePoint via OData service to view and query SharePoint lists as tables. Toad
supports SharePoint 2010 and 2013. You can also create a connection to SharePoint Online.

To create a SharePoint connection

1. Click on the Connections toolbar (ALT+F+N).

2. Select SharePoint from the Group list.

3. Enter the connection information in the Create New Connection dialog. Review the following for additional
information:

URL Enter the full URL address to the SharePoint OData service endpoint for the
SharePoint site to which you want to connect.
The URL address should have the following format:
http://<servername>/_vti_bin/listdata.svc
Authentication Select the type of authentication to use for this connection. Toad offers two options:
l Basic Authentication
l Active Directory Universal with MFA
The required login fields will be enabled or disabled according to the authentication

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 type that is chosen.
Username For SharePoint—Enter your Windows user name to use when connecting to this
SharePoint site.
For SharePoint Online—Enter the user name to use when connecting to this instance
of SharePoint Online.
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your
connection in Tools | Options| Environment | Security.
SharePoint Select this option if creating a connection to a SharePoint Online instance.
Online
Category (Optional) Select an existing category or create a new one.
Note: In NoSQL and Business Intelligence connections, Toad automatically saves the password in the
connections.xml file as obfuscated text, as well as in Toad. To add additional password security, use
Toad's Master Password feature.

4. Click Connect to connect immediately while saving the connection information. Optionally, click Save to
save the connection without connecting.
5. Upon creating an initial connection, Toad automatically maps the data source objects. This process
runs in the background, and until it is finished, you may experience a delay when attempting to access
these objects.
Tips:
l Connections are stored in the connections.xml file and can be found by clicking the Application Data
Directory link in Help | About.
l You can specify a proxy server to use for Business Intelligence and NoSQL connections at Tools | Options
| Database | Data Services.

SharePoint Connections with Multi-factor

Authentication
To create this type of connection to SharePoint, Active Directory Universal with MFA needs to be selected from
the Authentication field dropdown.
The next step is to enter a user name which has been configured for multi-factor authentication and
click on Connect.

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Toad Authentication Window will appear allowing you to select either Windows Authentication or AzureADTrust
for the type of credentials which will be used for the connection.
The step that follows will enable you to select a user from the list or add another one by clicking on Use
another account.
After that, you will be prompted to enter your credentials and depending on the type of authentication that the
account has been configured with, you will undergo an additional authentication step, such as the one in the
image below.

After completing the final authentication step, a successful connection to SharePoint will be made.

Limitations of SharePoint connections with Multi-factor

Authentication
l Setting a default SharePoint connection in Tools|Options|Environment is currently available only for
Basic Authentication

Create Google Analytics Connections

Toad allows you to create connections to your Google Analytics data. A connection in Toad allows you to access the
Google Analytics accounts and data that are available to you from your Google user account.
If you have multiple Google user accounts, you can create a separate Google Analytics connection in Toad for each
account. For an explanation of Google accounts, see the following:
https://developers.google.com/analytics/resources/concepts/gaConceptsAccounts

About Google Analytics Connections

When you create a Google Analytics connection in Toad, you log in to Google using your Google account. During
the connection creation process, you also grant Toad access to the Google Analytics data accessible from that
Google account.
Toad provides you with an interface to the Google log-in and authorization pages and displays these pages within
the Create New Connection (and Connection Properties) dialog. The Google pages displayed are independent of

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Toad. The log-in process is the same as you normally encounter with your other Web-based Google log-in
procedures. The only difference is that by creating a connection in Toad, you are giving Toad permission to access
your Google Analytics data. This is accomplished when you click Accept in the Google authorization page.

Create Google Analytics Connections

To create a Google Analytics connection

1. Click on the Connections toolbar (ALT+F+N).

2. In the Group list, select Google Analytics. The Google log-in page immediately displays within the Create
New Connection dialog.
3. Enter the credentials (email address and password) for your Google account and click Sign in.
Note: If you have multiple Google accounts and have previously logged in to Google (or connected through
Toad), the Google log-in page may display the last Google account used. To specify a different Google
account for the new connection, use the Google links/menu to select another account.
4. (optional) You can enter a name for your new account and select a category. You can also make these
modifications later using the Connection Properties dialog.
5. In the Google authorization page that displays, click Accept to allow Toad access to your Google Analytics
data. Toad then attempts to establish a connection to Google Analytics. If the connection is successful, the
Create New Connection dialog closes.
6. Upon creating an initial connection, Toad automatically maps the data source objects. This process
runs in the background, and until it is finished, you may experience a delay when attempting to access
these objects.

Reauthorizing a Connection
If you encounter an error message when attempting to connect using your Google Analytics connection, Toad's
authorization (access) to the Google account for that connection may have been lost. Use the following procedure to
re-establish authorization for the connection.
You can also use this procedure to specify a different Google log-in account for a connection.

To Reauthorize
1. In the Navigation Manager, disconnect from the connection. You must disconnect before you can
re-authorize.
2. After disconnecting, right-click the connection and select Properties.
3. In the Connection Properties dialog, click Reauthorize.
l If you are no longer logged in to Google, the Google log-in page displays.
l To reauthorize using the same Google account, re-enter your Google account credentials
and click Sign-in. Then click Accept on the authorization page.
l To specify a different Google account for this connection, use the Google links to switch the
account just as you normally would in the Google Web site. Once you specify a different
account, this is the Google account associated with this connection in Toad. Click Sign-in.
Then click Accept on the authorization page.
l If you are still logged in to Google, the Google page for granting Toad access to your Google
Analytics data displays.

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 l To reauthorize using the same Google account, click Accept.
l To specify a different Google account for this connection, use the Google menu or links to
switch the Google account just as you normally would in the Google Web site. Once you
specify a different account, this is the Google account associated with this connection in
Toad. Click Sign-in. Then click Accept on the authorization page.
Notes:
l You can specify a proxy server to use for Business Intelligence and NoSQL connections at Tools | Options
| Database | Data Services.

Create Hive Connections

Toad allows you to connect to a Hive data warehouse system. Apache Hive is one of the NoSQL data sources
supported by Toad.

To create a Hive connection

1. Click on the Connections toolbar (ALT+F+N).

2. Select Apache Hive from the Group list.

3. Enter the connection information in the Create New Connection dialog. Review the following for additional
information:

Server tab
Host Enter the host name or IP address of the Hive data source.
Port Enter the port number.
Schema Enter a Hive schema to open upon connection.
(HiveServer2 only) After connecting, you can select a different available schema in
the Object Explorer.
Server type Select the version of HiveServer the host uses, HiveServer1 or HiveServer2.
Use SSL (HiveServer2 only) Select to use SSL to connect to Hive.
HTTP mode (HiveServer2 only) Select to connect to HiveServer2 running in HTTP mode. Then
enter the service endpoint. The default is cliservice.
Session (HiveServer1 only) Enter any Hive session initialization commands.
Initialization These commands will be executed once, at the start of each connection.
Category (Optional) Select an existing category or create a new one.
Authentication
tab
(HiveServer1)
Connect with SSH Select to use SSH to connect to Hive. Then enter a user name and select an
authentication method (key file or password).
SSH user Enter the user name to log in when using SSH.
SSH port Select the SSH port number. The default is 22.
Authenticate with Select if the host uses a key file to authenticate the SSH user field.
a key file Private key path—Enter the absolute path (including file name) to the private key
file on the host (not the client).
Pass phrase—Enter your passphrase.

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 Authenticate with Select if the host uses a password to authenticate the SSH user field.
a password Password—Enter the password to log in using SSH.
Authentication
tab
(HiveServer2)
Authentication Select an authentication method.
To enter only a user name, select the Username and password method.
Username Enter the user name to use for this connection.
If using Kerberos authentication, enter your user name in the following format:
user@REALM or domain\user.
Hive host realm (Kerberos only) Enter the Kerberos realm of the HiveServer2 host.
Note: If necessary, contact your IT department to obtain this information.
Before you can successfully connect to Hive using Kerberos authentication, the Toad
client computer must have a Kerberos Key Distribution Center (KDC) address entry
for the Hive host realm. To define the KDC entry, use the following procedure.
Open a Windows Command Prompt as Administrator and enter the following
command:
ksetup /addkdc <REALM> <KDC name>
You only need to run this command once for the given realm. To confirm the setting,
enter the following command: ksetup. This command should return both the name
of the Hive host realm and the KDC name you specified.
Hive host FQDN (Kerberos only) Enter the fully-qualified domain name (FQDN) of the HiveServer2
host.
Note: If necessary, contact your IT department to obtain this information.
Service name (Kerberos only) Enter the service name of the Hive server. The default is hive.
Note: In NoSQL and Business Intelligence connections, Toad automatically saves the password in the
connections.xml file as obfuscated text, as well as in Toad. To add additional password security, use
Toad's Master Password feature.

4. Click Connect to connect immediately while saving the connection information. Optionally, click Save to
save the connection without connecting.

5. Upon creating an initial connection, Toad automatically maps the data source objects. This process
runs in the background, and until it is finished, you may experience a delay when attempting to access
these objects.
Tips:
l Connections are stored in the connections.xml file and can be found by clicking the Application Data
Directory link in Help | About.
l You can specify a proxy server to use for Business Intelligence and NoSQL connections at Tools | Options
| Database | Data Services.

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Create MySQL or MariaDB Connections
You can create a new connection, or connect to an existing connection from the Create New Connection
window. See "Troubleshoot MySQL Issues" on page 76 for more information about troubleshooting MySQL
connection issues.

To create a MySQL or MariaDB connection

1. Click on the toolbar (ALT+F+N).

2. Select either MySQL or MariaDB from the Group list box.

3. Review the following for additional information:

Login Tab Description

Connection type Select the protocol to use when connecting.
Host Enter the name of the host computer where the database is installed.
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your
connection in Tools | Options| Environment | Security.
Connection Enter the number of seconds to wait when connecting before the application times
timeout out. The default is 15 seconds.
SSL If you selected SSL as the connection type, review the following for additional
information:
l Private key—browse to the location of the SSL key file to use when
connecting.
l CA cert—browse to the location of the trusted certificate authority to use
when connecting.
l Cert—browse to the location of the SSL certificate file to use when
connecting.
Compress Select this checkbox to compress the value of any strings and return binary values.
Use MySQL Select this checkbox to use an embedded MySQL library instead of the MySQL
libraries .NET provider.
Note: If you select this option, you must specify libMySQL.dll in the path.
Category Select or create a category if you want to color code Editor tabs for a specific
connection. This can help differentiate between development and production
databases. You can also set an option to color code the Object Explorer pane and
object editor windows (Create, Alter, Drop, etc.). Click here to view a video of this
feature.
Advanced Tab Description
ODBC driver Select an ODBC driver to use when executing cross-connection queries using this
connection.
Tip: You can specify the ODBC driver to use for all connections for this database
provider in Tools | Options | Database | MySQL.

4. Click Connect to save the connection and immediately connect to the database.
or
Click Save to save the connection without connecting to the database.

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Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory
link in Help | About.
Click here to view a video about creating connections in Toad Data Studio

Create ODBC Connections

Toad Data Studio allows you to create a connection to a database that supports an ODBC 3.0 or later driver. ODBC
connectivity provides basic querying capability, but may not be as full-featured as a native connection in Toad. For a
list of databases tested with the ODBC provider, see the Release Notes.
This form of connectivity allows connections to databases such as Netezza, IBM iSeries, Ingres, and Vertica.
Note: Distinct values are not available in Code Completion for ODBC connections.

DSN Architecture (Bitness) Must Match Toad

To create a successful ODBC connection, the architecture (bitness) of the driver in the specified DSN must match
the architecture (bitness) of Toad.

To create an ODBC connection

1. Click on the toolbar (ALT+F+N+O).

2. Select ODBC Generic from the Group list box.

3. Use data source name—Select to display data source names. Clear this check box if you want to display
the driver names.

4. To create a data source to use in this connection, click in the Data Source Name field. Then click Add.

5. Select an ODBC driver from the list, and click Finish.

Note: If creating an Oracle ODBC connection, select the ODBC driver provided by Oracle. The Microsoft
ODBC for Oracle driver has less functionality than the driver provided by Oracle.
6. Specify the configuration properties required for the database in the Windows configuration dialog.

Notes:
l If you have an Oracle database with Unicode data, make sure to select Force SQL_WCHAR Support
on the Workarounds tab of the windows Oracle ODBC Configuration dialog. If you do not, you will not
be able to see the data.
l If creating a MySQL ODBC connection to use in a cross-connection query, you must specify a
database in the Windows MySQL ODBC Configuration dialog.
7. Specify the connection properties in the Create New Connection dialog. Review the following for additional
information:

General
Data source Select the driver or data source name you added in the previous steps.
name
User Enter the user name to use when connecting.
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your
connection in Tools | Options| Environment | Security.

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 Database Select a database or schema. Click to create a temporary connection and
display available databases/schemas in the drop-down list.
Information
Data Source Displays the selected driver or data source name.
Name
Driver Displays the ODBC driver associated with the data source.
Advanced
Default Table Specify default options to use when creating a new table.
Column Column type—Select the default data type to use when creating a table.
Column length—For the selected column type, enter a default column length to
use.
Advanced Options Block Cursor Size—Specify the number of rows to return in a single fetch of data
from the result set.
Disable multi-threading—Multi-threading is disabled by default. Enable multi-
threading only if supported by the driver. Multi-threading can improve performance,
but can also result in unpredictable behavior if not supported by the driver.
Default: Selected
Category (Optional) Select an existing category or create a new one.

8. Click Connect to connect immediately while saving the connection information. Optionally, click Save to
save the connection without connecting.
Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory
link in Help | About.

Tips for Working with ODBC Connections

Tip Description
Filter DSN by bitness To filter Data Source Names displayed in the New Connection dialog by the
bitness of Toad, go to Tools | Options | Database | ODBC.
Cache object metadata To cache object metadata for ODBC connections and retain it between sessions,
go to Tools | Options | Database | ODBC and select to enable disk caching.
Cached object metadata is retained until manually refreshed.
Refresh object metadata To refresh object metadata for all ODBC connections, in the Object Explorer right-
click an object and select Refresh All.
Right-click an object and select Refresh Schema to refresh only objects in that
schema.

ODBC Features
Feature Description
Bypass schema/instance For ODBC connections, in the SQL Editor you can bypass selecting a
selection in SQL Editor schema/instance and specify this information through the script instead. This is
useful if your script executes SQL against multiple schemas.
To use this method, select I will set schema/instance in the script from the
schema/instance drop-down list in the SQL Editor window. Then specify the
schema/instance through your script.

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 Feature Description
Note: When this option is selected, some code completion features, object
actions, and object information tool tips are unavailable for this SQL Editor
window.

Click here to view a video about creating connections in Toad Data Studio

Configure Oracle LDAP Support

You can create Oracle Lightweight Directory Access Protocol (LDAP) connections when your Oracle client is
configured for LDAP. Once the client is configured, Toad retrieves names from your LDAP server and displays them
in the Database Name list in the Create New Connection window.

Notes:
l To connect using LDAP, you must install an Oracle client on the computer.
l Toad supports a 9i, 10g, and 11 client and the Oracle Instant client. If you want to use the instant client, you
must configure it to work with Toad. See "Configure the Oracle Instant Client" on page 48 for more
information.

To configure the Oracle client for LDAP

1. Obtain the LDAP.ORA file from your database administrator.
2. Copy the LDAP.ORA file to the folder where the SQLNET.ORA file for your Oracle client is located. The
default folder is: ORACLE_HOME\network\admin
3. Open the SQLNET.ORA file and enter "(LDAP)" as the value for the NAMES.DIRECTORY_PATH
as follows:
NAMES.DIRECTORY_PATH= (LDAP)
Note: If you are using multiple naming methods, add the (LDAP) value to existing parameter values. For
example, if you are using both the TNSNAMES and LDAP naming methods, add LDAP to TNSNAMES as
follows:
NAMES.DIRECTORY_PATH= (TNSNAMES, LDAP)

4. Save the SQLNET.ORA file.

5. Launch Toad and select File | New | Connection.
6. Create an LDAP connection following the procedure in Create Oracle Connections. In step 3, select a
database on the LDAP server from the Database Name list. Toad retrieves the list of LDAP names from the
LDAP server once per Toad session. To refresh the list, click .

Create Oracle Connections

You can create a new connection, or connect to an existing connection from the Create New Connection window.
Click here to view a video about creating connections in Toad Data Studio
Tip: You can configure Toad Data Studio to accept connection information from Toad for Oracle.

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Client Connection or Direct Connection
You can connect to your database using a native Oracle database provider in Toad using one of the
following methods:

Connection Method Advantages Disadvantages

Client connection Supports LDAP Requires an Oracle client
Client tab—Uses an installed Note: Toad supports Oracle clients and Oracle
Oracle Client or Oracle Instant Instant clients using version 9i or later.
Client to establish a connection to
the database from Toad.
Direct connection Does not require an This method only supports common data
Direct Connect tab—Uses TCP/IP installed Oracle Client types. Some advanced Oracle object types
to connect directly to the Recommended for cannot be retrieved when connecting using
database. connecting to Oracle 8i this method.
databases This method does not support LDAP. (To
connect using LDAP, use the Client
Connection method instead.)
This method cannot be used in a cross-
connection query.
Note: Quest recommends using one of the methods described in this table to connect to Oracle rather than an
ODBC driver. Because ODBC connectivity is generic, it is not full-featured and may not be as robust as the fully
exploited native database provider.

Configure the Oracle Instant Client

The Oracle Instant client installs only those files needed to connect to your database using OCI. Because this client
does not write to the registry (no ORACLE_HOMES) or add to the environmental path, you must manually set
environment variables so the client can be used with Toad.

To configure the Oracle Instant Client to work with Toad

1. Save the Oracle Instant Client files in any location on the computer where Toad is installed.

2. On your Windows desktop, right-click My Computer and select Properties.

3. Select the Advanced tab and click Environment Variables.
4. Click New under System Variables and complete the following:

Variable name Variable Value

PATH <Path where Instant Client is installed>;%PATH%
For Example: C:\Program Files\OracleInstantClient;%PATH%
TNS_ADMIN <Path where tnsnames.ora file is installed>

5. To use the Oracle Instant Client connection in a cross-connection query, you must also install an
Oracle ODBC driver. (While the Oracle Client full install includes an ODBC driver, the Oracle Instant
Client does not.)

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Note: You cannot use an Oracle Direct Connection in a cross-connection query.

Create an Oracle Connection

To create an Oracle connection

1. Click on the toolbar (ALT+F+N).

2. Select Oracle from the Group list box.

3. Review the following for additional information:

Login Tab Description

Database name Select the alias to use when connecting. This list displays aliases from LDAP, as
well as any local tnsnames.ora file.
When you initially open the connection dialog, Toad retrieves the list of LDAP names
from the LDAP server. Toad caches this list and displays it upon subsequent
requests, within one Toad session. To refresh the list, click .
Note: If you do not select a database, Toad uses the ORACLE_SID for the selected
home. If an ORACLE_SID value does not exist and you do not specify a database,
you cannot connect.
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your
connection in Tools | Options| Environment | Security.
Connect as Select whether to connect as either SYSDBA or SYSOPER if you have the
appropriate permissions. Otherwise, use the default.
Schema Select a schema if you frequently work in a different schema than the one
associated with your user name.
Explain plan (Optional) Specify the location of an existing explain plan table to use instead of
table Toad automatically creating one for you when you execute a statement. This is
useful if you do not have necessary permissions to create explain plan tables or
want to use an existing table.
Category Select or create a category if you want to color code Editor tabs for a specific
connection. This can help differentiate between development and production
databases. You can also set an option to color code the Object Explorer pane and
object editor windows (Create, Alter, Drop, etc.). Click here to view a video of this
feature.
Save password Select this check box if you plan to use this connection in a scheduled Automation
script.
Note: This option is disabled if Toad was installed with Prohibit saving
passwords selected.
Oracle Client Tab Description
Current home Modify the Oracle home to use, if needed.
TNSNames Click this button to edit your local TNSNames file.
Editor Tip: You can press CTRL+F to open the Find/Replace window to locate entries in
the TNS Names Editor. Pressing F3 locates the next entry that matches your
criteria.
SQLNET Editor Click this button to edit SQLNET.ORA parameters. Before editing this file, you
should create a backup copy. See SQLNET.ORA Profile Parameters in the Oracle
documentation for more information.

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 Direct Tab Description
SID Enter the ORACLE_SID value for the database. This value is specified in the
registry under each installed home.
Advanced Tab Description
ODBC driver If an Oracle Client is installed, the default is the Oracle ODBC driver.
If an Oracle Client is not installed, the default is the Microsoft Access ODBC driver.
Tip: You can specify the ODBC driver to use for all connections for this database
provider in Tools | Options | Database | Oracle.

4. Click Connect to connect immediately while saving the connection information. Optionally, click Save to
save the connection without connecting.
Note: Go to Tools | Options | Database | Oracle to specify default options to use in Oracle connections.

Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory
link in Help | About.

Create Oracle Business Intelligence

Connections
Toad allows you to connect to the presentation layer of an Oracle Business Intelligence Enterprise Edition (OBIEE)
data source.

To create an Oracle Business Intelligence Enterprise connection

1. Click on the Connections toolbar (ALT+F+N).

2. Select Oracle BI Enterprise from the Group list.

3. Enter the connection information in the Create New Connection dialog. Review the following for additional
information:

URL Enter the URL to the Oracle Business Intelligence Enterprise data source to which
you want to connect.
Note: You must include the port number in the URL as in the following examples:
format—http://<server path>:<port>/analytics/saw.dll
example—http://server01.mycompany.com:80/analytics/saw.dll
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your
connection in Tools | Options| Environment | Security.
Row Limit Select a row limit to enforce for query results.
default = 500,000
Category (Optional) Select an existing category or create a new one.
Note: In NoSQL and Business Intelligence connections, Toad automatically saves the password in the
connections.xml file as obfuscated text, as well as in Toad. To add additional password security, use
Toad's Master Password feature.

4. Click Connect to connect immediately while saving the connection information. Optionally, click Save to
save the connection without connecting.

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 5. Upon creating an initial connection, Toad automatically maps the data source objects. This process
runs in the background, and until it is finished, you may experience a delay when attempting to access
these objects.

Important Information about Oracle BI Connections

You must incorporate the port into the OBIEE database connection URL in the following format:
http://<server name>:<port>/analytics/saw.dll
An example URL is http://server01.mycompany.com:80/analytics/saw.dll
Tips:
l Connections are stored in the connections.xml file and can be found by clicking the Application Data
Directory link in Help | About.
l You can specify a proxy server to use for Business Intelligence and NoSQL connections at Tools | Options
| Database | Data Services.

Create PostgreSQL ODBC Connections

Toad Data Studio allows you to easily create a connection to a PostgreSQL database using ODBC connectivity.
You can connect with or without using a data source name (DSN).
Download and install the necessary ODBC driver to use for your PostgreSQL connection prior to creating the new
connection in Toad.
Prerequisites
To create a successful ODBC connection, the architecture (bitness) of the driver in the specified DSN must match
the architecture (bitness) of Toad.

To create a PostgreSQL ODBC connection

1. Click on the toolbar (ALT+F+N+O).

2. Select PostgreSQL from the Group list box.

3. Use data source name

l To create the connection using a data source, select this option to display data source names.
l To create the connection without using a data source, clear this check box to display driver names.
Select a driver and enter a server name, port number, and a database. Or select a driver and enter a
ConnectionString.

4. To create a data source to use in this connection, click in the Data Source Name field. Then click Add.

a. Select a PostgreSQL ODBC driver from the list, and click Finish.
b. Specify the configuration properties required for the database in the Windows driver setup dialog.
Save your settings when finished.
5. Specify the remaining connection properties in the Create New Connection dialog. Review the following for
additional information:
Note: Specify a user that has been granted SELECT privilege in pg_catalog schema.

General
Data source Select the driver or data source name you added in the previous steps.

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 name
User Enter the user name to use when connecting.
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your
connection in Tools | Options| Environment | Security.
Database Select a database or schema. Click to create a temporary connection and
display available databases/schemas in the drop-down list.
Information
Data Source Displays the selected driver or data source name.
Name
Driver Displays the ODBC driver associated with the data source.
Advanced
Default Table Specify default options to use when creating a new table.
Column Column type—Select the default data type to use when creating a table.
Column length—For the selected column type, enter a default column length to
use.
Advanced Options Block Cursor Size—Specify the number of rows to return in a single fetch of data
from the result set.
Disable multi-threading—Multi-threading is disabled by default. Enable multi-
threading only if supported by the driver. Multi-threading can improve performance,
but can also result in unpredictable behavior if not supported by the driver.
Default: Selected
Category (Optional) Select an existing category or create a new one.

6. Click Connect to connect immediately while saving the connection information. Optionally, click Save to
save the connection without connecting.
Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory
link in Help | About.

Considerations and Limitations for PostgreSQL ODBC

Connections
Consideration/Limitation Details
User must have pg_catalog To use a PostgreSQL ODBC connection in Toad, the connecting user must have
privilege the SELECT privilege in the pg_catalog schema. This privilege is required as it
enables viewing PostgreSQL objects in the Object Explorer, as well as other
features and functionality in Toad.
If you attempt to connect using a user account that does not have the SELECT
privilege in the pg_catalog schema, you will encounter the following error
message:
"User's privileges are insufficient to connect using Toad."

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Tips for Working with ODBC Connections
Tip Description
Filter DSN by bitness To filter Data Source Names displayed in the New Connection dialog by the
bitness of Toad, go to Tools | Options | Database | ODBC.
Cache object metadata To cache object metadata for ODBC connections and retain it between sessions,
go to Tools | Options | Database | ODBC and select to enable disk caching.
Cached object metadata is retained until manually refreshed.
Refresh object metadata To refresh object metadata for all ODBC connections, in the Object Explorer right-
click an object and select Refresh All.
Right-click an object and select Refresh Schema to refresh only objects in that
schema.

ODBC Features
Feature Description
Bypass schema/instance For ODBC connections, in the SQL Editor you can bypass selecting a
selection in SQL Editor schema/instance and specify this information through the script instead. This is
useful if your script executes SQL against multiple schemas.
To use this method, select I will set schema/instance in the script from the
schema/instance drop-down list in the SQL Editor window. Then specify the
schema/instance through your script.
Note: When this option is selected, some code completion features, object
actions, and object information tool tips are unavailable for this SQL Editor
window.

Click here to view a video about creating connections in Toad Data Studio

Create Salesforce Connections

Toad allows you to connect directly to Salesforce.com, one of the business intelligence data sources supported by
Toad. Toad supports authentication using either a Salesforce security token or single sign-on with your corporate
credentials.

To create a Salesforce connection

1. Click on the Connections toolbar (ALT+F+N).

2. Select Salesforce from the Group list. The Create New Connection dialog opens.

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 3. To create a Salesforce connection using your Salesforce email login, select the Credentials tab.
a. Enter the connection information. Review the following for additional information:

URL Enter the Salesforce.com URL to which you want to connect.

Note: An example is https://login.salesforce.com.
Username Enter your email login.
Note: You must have a Salesforce email login to create this type of
connection to Salesforce.com from Toad.
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your
connection in Tools | Options| Environment | Security.
Security token Enter your Security Token provided by Salesforce.
Note: You must have a Salesforce security token to create this type of
Salesforce.com connection from Toad. See "Important Notes about
Salesforce Connections" on page 55 for more information.
Category (Optional) Select an existing category or create a new one.

b. After entering the connection information, click Connect to connect immediately while saving the
connection information. Optionally, click Save to save the connection without connecting.
4. To create a Salesforce connection using your corporate credentials (single sign-on), select the Corporate
Credentials tab.
a. Enter your company's custom Salesforce URL. An example is https://company.my.salesforce.com
or http://salesforce.servername.
Note: If you authenticate and request login to Salesforce through your company's server (e.g.,
http://salesforce.servername), you may need to contact your IT department to obtain the full URL to
enter in this step.
b. If the Salesforce log-in page displays, enter your corporate credentials (user name and password)
and click Log in to Salesforce.
Note: The Salesforce log-in page does not display when authenticating through your
company's server.

c. The Salesforce consent page displays. Click Allow to allow Toad access to your Salesforce data.
5. Upon creating an initial connection, Toad automatically maps the data source objects. This process
runs in the background, and until it is finished, you may experience a delay when attempting to access
these objects.
Note: In NoSQL and Business Intelligence connections, Toad automatically saves the password in the
connections.xml file as obfuscated text, as well as in Toad. To add additional password security, use Toad's Master
Password feature.

Manual Single Sign-On

Use the manual single sign on method when you want to create a Salesforce connection using your corporate
credentials but you are having problems accessing Salesforce from Toad, for example, if Toad does not have
access to the Internet.

Create a Salesforce.com connection - manual single sign-on

1. In the Create New Connection dialog, select the Manual Single Sign On tab.
2. Log-in to your Salesforce.com account using your browser. After you log-in, copy the full URL from the
browser's address bar and paste it into the text box under Step 1 in the Manual Single Sign On tab.

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 3. A URL appears in the text box under Step 2. Copy this URL and then paste it into the address bar in
your browser.
4. The Salesforce consent page displays. Click Allow.
5. A page displays containing the authorization code. Copy the code and paste it into the text box under Step
3. Then click Connect.

Reauthorizing a Connection (If Using Corporate Credentials)

If you encounter an error message when attempting to connect to Salesforce using your corporate credentials
connection, Toad's authorization (access) to Salesforce may be lost. Use the following procedure to re-establish
authorization for the connection.

To Reauthorize
1. In the Navigation Manager, disconnect from the connection. You must disconnect before you can
re-authorize.
2. After disconnecting, right-click the connection and select Properties.
3. In the Connection Properties dialog, click Reauthorize in the Corporate Credentials tab.
4. If the Salesforce log-in page displays, re-enter your corporate credentials.
Note: The Salesforce log-in page does not display when authenticating through your company's server.

Important Notes about Salesforce Connections

l If you connect to Salesforce using a proxy, you must define the proxy server in Toad.
l A Security Token is required to log on to Salesforce.com from Toad, using your Salesforce email login.
l For information about how to generate a new security token, see the Salesforce documentation at
https://login.salesforce.com/help/doc/en/user_security_token.htm.
l You may need to have your IP address included in your organization's list of trusted IP addresses. For more
information, see the Salesforce documentation at
http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_concepts_security.htm.

Tips:
l Connections are stored in the connections.xml file and can be found by clicking the Application Data
Directory link in Help | About.
l You can specify a proxy server to use for Business Intelligence and NoSQL connections at Tools | Options
| Database | Data Services.

Create Snowflake Connections

Toad allows you to create a native Snowflake connection, which provides you with a full-featured Object Explorer,
Query Builder and SQL Editor.
Note: You must have a Snowflake ODBC driver 2.24.2 (or later) installed before a native connection is created.

To install the Snowflake ODBC Driver

Download and install the ODBC Driver from the Snowflake Web site.

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To create a new connection

1. Click on the Connections toolbar (ALT+F+N).

2. Select Snowflake from the Group list box.

3. Enter the connection information in the Create New Connection dialog. Review the following for additional
information:
4. Review the following for additional information:

General Tab Description

Host Enter the name of the server hosting the database to which you want to connect.

Authentication There are four types of authentication that you can use to connect to Snowflake in
Toad. The required Login fields will change according to the type of authentication
you select. All the authenticators are located in a dropdown list:
l Snowflake – User account authentication
l SSO – Single Sign-On via external browser
l OAuth – Token-based authentication
l MFA - Multi-Factor Authentication
l Key pair - JSON Web Token (JWT)
User Enter the username for your Snowflake account
Password Enter the password for your Snowflake account
Token Enter your authentication token (Only visible when connecting via OAuth)
Private key path Enter your Private key (Only visible when connecting via Key pair)
Passphrase Passphrase is required only if the keys are encrypted (Only visible when
connecting via Key pair)
Port The default port number for Snowflake is 443
Optional A connection can be made without providing this information
Role Enter the user role that you would like to connect to
Warehouse Enter the name of the Warehouse you would like to connect to
Database Enter the name of the Database(s) you would like to connect to
Schema Enter the name of the Schema(s) you would like to connect to

4. Click Connect to save the connection and immediately connect to the database.
or
Click Save to save the connection without connecting to the database.

Authentication Notes
When using SSO or MFA, there is a way to maintain continuous and secure connectivity without needing to enter
login credentials for each connection attempt to Snowflake (as well as to prevent additional browser loading
whenever a new module is started in Toad Data Studio). To achieve this, check whether the correct parameters
have been set in your account by executing the query below in your Snowflake cloud interface:

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SHOW PARAMETERS IN ACCOUNT;

The output that will secure login credentials caching will have these values:

For SSO
allow_id_token = true;

For MFA
allow_client_mfa_caching = true;

If these values are set to false, then the following queries need to be executed:

For SSO:
ALTER ACCOUNT
SET allow_id_token = true;

For MFA:
ALTER ACCOUNT
SET allow_client_mfa_caching = true;

Note: If a Role or Warehouse isn’t chosen, the default settings from the Snowflake User account will be applied (it is
considered best practice that a user sets a default Role and a default Warehouse in their Snowflake user account).
Tip: It is strongly advised to use only the Snowflake user account authentication when creating Automation scripts
to avoid unnecessary workflow interruptions.

Limitations of Snowflake Native Connections

l Connecting to Snowflake through Programmatic SSO (Okta only) is not currently supported.
l Semi-structured data types can be used for storing and analyzing purposes in Snowflake connections, but
are not supported in the Data Compare/Sync Wizard because Toad will not be able to generate valid sync
scripts unless they are modified before execution
l At the moment, there is no support for Code Snippets in Snowflake connections
Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory
link in Help | About.

Create SQL Server and SQL Azure

Connections
You can create a new connection, or connect to an existing connection from the Create New Connection window.
See "Troubleshoot SQL Server® Issues" on page 78 for more information about troubleshooting connection issues.
Click here to view a video about creating connections in Toad Data Studio

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Note: For SQL Azure connections:
l To be able to utilize majority of Toad functionality please grant VIEW DEFINITION on the SQL Azure
databases you want to work with.
l You can login to Windows Azure Platform by selecting Tools | Cloud Computing | SQL Azure Portal and
providing your credentials.
l Make sure that no Azure firewall rule restricts your IP address from having access to Azure server. See
"Create and Alter Azure Firewall Rules" in the online help for more information.

To create a new connection

1. Click on the toolbar (ALT+F+N).

2. Select Microsoft SQL Server or Microsoft SQL Azure from the Group list box.
3. Review the following for additional information:

Login Tab Description

Server name Enter the name of the server to use when connecting.
Click to display any servers running SQL Server that are currently active on the
network.
Notes:
l For SQL Azure connections, enter InstanceName.database.windows.net
in this field.
l For named instances, enter the MachineName\InstanceName in this field.
Authentication Select the type of authentication to use for this connection.
l You can connect to an Azure SQL database with Active Directory
authentication (either Active Directory Integrated Authentication or Active
Directory Password Authentication). Client configuration is required. See
https://learn.microsoft.com/en-us/sql/connect/ado-net/sql/azure-active-
directory-authentication?view=sql-server-ver16
l You can also connect to an Azure SQL database with Active Directory
Universal with MFA.
Note: You cannot create a SQL Azure connection using Windows Authentication.
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your
connection in Tools | Options| Environment | Security.
Application ID Enter the application ID located in App registrations in Azure Active Directory.
(This is a mandatory field when connecting to Microsoft SQL Azure via MFA.)
Redirect URI Enter the appropriate redirect URI.(This is an optional field when connecting to
Microsoft SQL Auzre via MFA which can be left empty unless you have specific
requirements for configuring the Redirect URI.)
Category Select or create a category if you want to color code Editor tabs for a specific
connection. This can help differentiate between development and production
databases. You can also set an option to color code the Object Explorer pane and
object editor windows (Create, Alter, Drop, etc.). Click here to view a video of
this feature.
Encrypt Select this option to enable encryption for the current connection provided that the
connection certificate has been already installed on the server.
Advanced Tab Description

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 Network protocol Select one of the following:
l Shared Memory
l TCP/IP
l Named Pipes
Note: When establishing Named Pipes connection "Poll service status in
connection list" option should be cleared.
Parameter You can add parameters to the connection. Toad includes the Application Name
Name/Value parameter with value Toad Data Studio by default.
OBDC driver Select an ODBC driver to use for this connection when creating cross-connection
queries.
Tip: You can specify the ODBC driver to use for all connections for this database
provider in Tools | Options | Database | SQL Server.

4. Click Connect to save the connection and immediately connect to the database.
or
Click Save to save the connection without connecting to the database.
Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory
link in Help | About.

To import connections (including Central Management Server connections)

1. Click .

2. Specify the location where the connections currently reside.

Note: Review the following for additional information on CMS connections:
l To import CMS connections, select a server from the list where the CMS is registered. The
connection to this SQL Server instance should be created beforehand.
l CMS is available beginning with Microsoft SQL Server 2008.
l User should have an appropriate login (Windows Authentication and grant to connect to selected
server are required) created on the server to which he connects via CMS.

3. Select the connections to be imported.

Microsoft SQL Azure Connections with Multi-factor

Authentication
To create this type of connection to Microsoft SQL Azure, Active Directory Universal with MFA needs to be
selected from the Authentication field dropdown.
The next step is to enter a user name which has been configured for multi-factor authentication and put in the
appropriate App ID. After filling out the required information, click on Connect.

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The step that follows will enable you to select a user from the list or add another one by clicking on Use
another account.
After that, you will be prompted to enter your credentials and depending on the type of authentication that the
account has been configured with, you will undergo an additional authentication step, such as the one in the
image below.

After completing the final authentication step, a successful connection to Microsoft SQL Azure will be made.

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Create SQL Server Analysis Services
Connections
Through Toad you can create a connection to a Microsoft SQL Server Analysis Services (SSAS) data source. An
SSAS connection in Toad allows you to access the multi-dimensional cubes from the data source.

Configure HTTP Access

Before connecting to SQL Server Analysis Services from Toad Data Studio, you must configure the IIS Web server
(to be used for connecting) for HTTP access to SSAS. See the following instructions from Microsoft:
http://msdn.microsoft.com/en-us/library/gg492140(v=sql.105).aspx.

Connect to SQL Server Analysis Services

To create a SQL Server Analysis Services connection

1. Click on the Connections toolbar (ALT+F+N).

2. Select Microsoft SQL Server Analysis Services (SSAS) from the Group list.
3. Enter the connection information in the Create New Connection dialog. Review the following for additional
information:

URI Enter the URL for the Analysis Services data source to which you want to connect.
Note: Toad connects to Analysis Services via http access. The URL should have the
following format:
format—http://<server path>/msmdpump.dll
example—http://server01/olap/msmdpump.dll
Database Enter the name of the Analysis Services database to which you want to connect.
Username Enter the user name for the user account to be used in this connection.
Password Enter the password for the user account specified in Username.
Category (Optional) Select an existing category or create a new one.
Note: In NoSQL and Business Intelligence connections, Toad automatically saves the password in the
connections.xml file as obfuscated text, as well as in Toad. To add additional password security, use
Toad's Master Password feature.

4. Click Connect to connect immediately and also save the connection information. Optionally, you can click
Save to save the connection without connecting.
5. Upon creating an initial connection, Toad automatically maps the data source objects. This process
runs in the background, and until it is finished, you may experience a delay when attempting to access
these objects.
Tips:
l Connections are stored in the connections.xml file and can be found by clicking the Application Data
Directory link in Help | About.
l You can specify a proxy server to use for Business Intelligence and NoSQL connections at Tools | Options
| Database | Data Services.

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Create SAP Connections
You can create a new SAP IQ, SAP SQL Anywhere, or SAP ASE connection, or connect to an existing connection
from the Create New Connection window. See "Troubleshoot SAP Issues" on page 79 for more information about
troubleshooting connection issues.
Click here to view a video about creating connections in Toad Data Studio
Note: This topic focuses on information that may be unfamiliar to you. It does not include all step and field
descriptions.

To create an SAP connection

1. Click on the toolbar (ALT+F+N).

2. Select SAP ASE, SAP IQ, or SAP SQL Anywhere from the Group list.
3. Enter the login information. Review the following for additional information:

Login Tab Description

Host Enter the host name for the connection.
Note: This field is only available when you select an SAP IQ or SAP SQL Anywhere
connection.
Port Enter the number of port.
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your
connection in Tools | Options| Environment | Security.
CharSet Enter the client character set such as UTF-8 in this field if it differs from the default
character set. This helps you avoid connection issues.
Notes:
l This field is not case sensitive.
l This field is only available when you select an SAP ASE connection.
Category Select or create a category if you want to color code Editor tabs for a specific
connection. This can help differentiate between development and production
databases. You can also set an option to color code the Object Explorer pane and
object editor windows (Create, Alter, Drop, etc.). Click here to view a video of this
feature.
Options Tab Description
Language (SAP ASE only) Set language for your connection to SAP ASE to override your
Region | Format settings in Control Panel. If the field is left empty the default
language is used.
Default is us_english.
Kerberos Select whether you want to use Kerberos when connecting.
Default is No.
Encryption Select None if you do not want to use encryption during connecting. Select TLS to
use the highest available encryption when connecting. Indicate the path to your
certificate file if you want to use TLS encryption.
Advanced Tab Description
ODBC driver Select an ODBC driver to use for this connection when creating cross-connection

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 queries.
Tip: You can specify the ODBC driver to use for all connections for this database
provider in Tools | Options | Database | Oracle.

4. Click Connect to save the connection and immediately connect to the database.
or
Click Save to save the connection without connecting to the database.
Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory
link in Help | About.

Create SAP HANA Connection

To create an SAP HANA connection

1. Click on the toolbar (ALT+F+N).

2. Select SAP HANA from the Group list box.

3. Specify the connection properties in the Create New Connection dialog. Review the following for additional
information:

General tab Description

Host Enter IP address (or the master host name).
Note: Enter the master host name. Host names for distributed systems are
determined automatically. If the specified host is not available, the connection is
established through one of the other hosts.
Instance Enter a two-digit instance number.
Number Note: The communication port number is defined by: n <instance> xy, where n is
either 3 or 5, <instance> is a two-digit number representing the instance number of
the SAP HANA appliance, and xy represents a consecutive number. Toad users
only enter the instance number.
Type of Select:
Authentication Authentication by the current operating system user - connect using your
operating system authentication
Authentication by the database user - connect using your database user
authentication
User Enter the user name to use when connecting.
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your
connection in Tools | Options| Environment | Security.

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 Mode Select the database mode. SAP HANA supports numerous isolated databases in a
single HANA system. Although each database in a multiple-container system is
isolated, cross-queries can be performed and all databases share the same
installation, resources, and administration.
Single-container — Select for single-container systems. These can be converted
to multiple-container systems.
Multiple-container — Select for multiple-container systems. These systems
always have one system database, which is used for administration, and any
number of tenant databases.
Select whether you want to connect to the System or Tenant database. Users
connect to a specific tenant database within the system using its database name.
Current Schema Select a database schema. Click to create a temporary connection and display
available schemas in the drop-down list.
Category Select or create a category if you want to color code Editor tabs for a specific
connection. This can help differentiate between development and production
databases. You can also set an option to color code the Object Explorer pane and
object editor windows (Create, Alter, Drop, etc.).
Click here to view a video of this feature.
Options tab Description
Isolation Level (Optional) Select the default isolation level for this connection.
Lifetime (Optional) Specify a maximum value for connection lifetime by entering the length of
time in seconds. The default value is 0, which specifies no maximum.

4. Click Connect to connect immediately while saving the connection information. Optionally, click Save to
save the connection without connecting.
Note: An SAP HANA ODBC driver is installed along with Toad Data Studio and is required if using a HANA
connection in a cross-connection query.
Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory
link in Help | About.

Create Teradata Connections

Toad allows you to create a full-featured, native Teradata connection. This type of connection provides complete
Query Builder, Query Editor, and Database Explorer functionality.
Notes:
l You must have a Teradata .NET Data Provider installed before you can create a Teradata connection.
l To use a Teradata connection in a cross-connection query, you must have a Teradata ODBC
driver installed.

To install the Teradata data provider

» Download and install the Teradata .NET Data Provider from the Teradata Web site. Use the version
supported by your database version.

To create a Teradata connection

1. Click on the Connections toolbar (ALT+F+N).

2. Select Teradata from the Group list.

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 3. Enter the connection information in the Create New Connection dialog. Review the following for additional
information:

Login
Server name Enter the name of the server hosting the database to which you want to connect.
Use Single Sign Select if the user is using a single sign-on authentication system.
On
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your
connection in Tools | Options| Environment | Security.
Session mode Displays the session mode, which is always Teradata in a Toad Teradata
connection.
Default database (Optional) Enter a default Teradata database for the connection.
Category (Optional) Select an existing category or create a new one.
Advanced
Mechanism (Optional) Select an authentication mechanism from the list.
Parameter (Optional) Enter the parameters required by the selected authentication
mechanism. See your system administrator for these values.
Account string (Optional) Enter a new account string.
Character set Select a character set.
Note: When querying or viewing data in a column defined with GRAPHIC or
CHARACTER SET GRAPHIC data type, you must specify a Character set of UTF-
16 for the session.
Use data Select if using data encryption.
encryption
Response buffer Specify a Response Buffer Size (in bytes). This allows you to govern the number of
size rows returned in a single response. To increase the number of rows per response,
increase the response buffer size. This strategy might help to improve performance
with larger data sets.
The default value in Toad is set to the maximum, 1040000 bytes.

4. Click Connect to connect immediately while saving the connection information. Optionally, click Save to
save the connection without connecting.
Tip: Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory
link in Help | About.

To install a Teradata ODBC driver

» Download and install a Teradata ODBC driver from the Teradata Web site. For a list of supported Teradata
ODBC drivers, please see the Release Notes for your version of Toad Data Studio.
Notes:
l Toad does not support the Teradata multi-statement request.
l You can specify which Teradata Data Directory views to use, X views or Non-X views, in Tools | Options |
Database | Teradata.

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 3
Troubleshoot Connections

Troubleshoot Access Issues

Review the following solutions to help troubleshoot Access issues pertaining to missing functionality and object
information and other problems in Toad.
See "Create Access Connections" on page 24 for more information about Access connections.

Missing Functionality and Object Information

Issue Cause/Solution
Some queries display in the View tab of the The Access ODBC driver handles saved queries in the following
Object Explorer, but do not display in the manner:
Query tab.
l If the stored query does not contain parameters, it is treated
as a view and displays in the View tab.
l If the stored query contains parameters, it is treated as a
stored procedure and displays in the Query tab.
Primary key information is unavailable. The Microsoft Access ODBC driver does not return primary key
information for databases. However, in some cases, Toad can
obtain this information through additional methods.

Other Issues
Issue Cause/Solution
A delay occurs between writing a value to a This delay is the default when you are writing and reading data
database via one connection and seeing between two different Jet connections. The delay occurs even if the
the updated value via another connection. two connections reside in the same client process.
Solution:
Use a single connection when updating data.

How to Connect to Apache Hive Using

Kerberos Authentication
Toad allows you to connect to a Hive data warehouse system. Apache Hive is one of the NoSQL data sources
supported by Toad. Toad allows you to connect to Hive using Kerberos authentication.

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To create a Hive connection

1. Click on the Connections toolbar (ALT+F+N).

2. Select Apache Hive from the Group list.

3. Enter the connection information in Create New Connection. Select HiveServer2 in Server Type
4. Select Kerberos in Authentication | Authentication
5. Review the following for additional information:

Username Enter the user name to use for this connection in the following format:
user@REALM or domain\user
Hive host realm Enter the Kerberos realm of the HiveServer2 host.
Hive host FQDN Enter the fully-qualified domain name (FQDN) of the HiveServer2 host.
Note: If necessary, contact your IT department to obtain this information.
Service name Enter the service name of the Hive server. The default is hive.

To set User name

Toad Data Studio needs to use full name in Kerberos Key Distribution Center (KDC) in the following format:
Userid/host@realm

Note: Please contact your Kerberos/IT administrator for more info on your userid and host name
Before you can successfully connect to Hive using Kerberos authentication, the Toad client computer must have a
Kerberos Key Distribution Center (KDC) address entry for the Hive host realm. To define the KDC entry, use the
following procedure.
You only need to run this command once for the given realm. To confirm the setting, enter the following command:
ksetup. This command should return both the name of the Hive host realm and the KDC name you specified.
Open a Windows Command Prompt as Administrator and enter the following command:
ksetup /addkdc <REALM> <KDC name>

Where <REALM> is the name of the Hive host realm and <KDC name> is the DNS name of the computer running
the KDC service for the given realm. ksetup is the Kerberos setup tool in Windows.

Run the command ksetup again to confirm the realm has been added.

To check the port and hive setting in Hive server

These settings may differ in each Hadoop release package:

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Hortonworks
Toad Data Studio does not use JDBC for connecting to Hive, so do not use HiveServer2 JDBC URL here. Do not
use the URL and port information below in Toad Data Studio HIVE connection.

Enter “port” in the filter search box to know the hive transport mode and port configuration in this Hive server.

If hive.server2.transport == HTTP, then check “http mode” in Toad, and port number in Toad should use
‘hive.server2.thrift.http.port’.
If hive.server2.transport == binary, then uncheck “http mode” in Toad, and port number in Toad Data Studio should
use “HiveServer2 Port”.
Note: HDP does not use SSL when Kerberos authentication is enabled.
Cloudera

Enter “Port” in the search box to check the HiveServer2 Port in CDH because CDH does not support using the Thrift
HTTP mode to connect to HiveServer2.

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Enter “SSL” in the search box to check if the SSL has been enabled. By default SSL is not used.

Troubleshoot Excel® Issues

Review the following to help troubleshoot and solve issues involving Excel files.
See "Create Excel Connections" on page 36 for more information about Excel connections.

Excel Connections
Issue Cause/Solution
Tables are limited to 256 This is a known limitation with Excel worksheets.
columns and 65536 rows.
Column names longer than 64 This is a known limitation with Excel worksheets.
characters are truncated and
the remaining characters
display as null.
Columns that include text When you connect to Excel, the driver automatically scans the first eight rows
values or special characters as in a column and applies the data type used in a majority of those rows to all

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Issue Cause/Solution
part of a numeric value, as well rows in the column. Any rows that do not meet the majority data type display as
as entries with straight numeric null values.
values, result in one of the value Solution 1: Reformat worksheet column and values as text.
sets displaying as null. 1. Open the worksheet in Excel.
2. Format the column that contains mixed data types as Text.
3. You can now connect to this spreadsheet from Toad without any null
values displayed.
Solution 2: Create an ODBC connection.
You can force the ODBC driver to read all rows as Text to avoid null values;
however, this can result in issues if you attempt to insert data.
1. Open the Create New Connection window and select ODBC from the
Group list.

2. Complete the fields as described in Create ODBC Connections.

3. Enter "IMEX=1", in quotations, in the ExtraParameters field.
4. Click Connect.
Column names that contain an The exclamation point character has a special meaning in Excel. If a column
exclamation point (!) are not name contains an exclamation point, it is internally converted to a dollar sign
supported. ($) character.
Tables cannot be altered. Tables cannot be altered when the Excel connection is Read-Only.
Solution: Deselect Read-Only Connection in the Connection Properties
dialog.
The Primary Keys and Foreign Excel is a spreadsheet, and does not support primary and foreign keys so
Keys tabs are blank in the these tabs are always blank.
Database Explorer.
Indexes cannot be created or The Excel ODBC driver does not support this functionality.
dropped.
Unable to query Excel files The worksheet you are querying does not have named ranges (regions)
without named ranges defined.
(regions). Solution:
You can query the worksheet from the Editor by entering a dollar sign ($)
followed by a cell range to limit the results similar to the following statement:
Select * from (MyWorksheet$A1:C10)
You can also query the entire worksheet by entering a dollar sign ($) after the
worksheet name. However, this may also return the worksheet's empty rows
and columns.
Attempting to connect to or The Excel file does not have named ranges (regions) defined. If you click OK
create a new Excel connection to close the message, the new connection is created, but no user tables
results in No user tables could display in Object Explorer. (System tables are displayed, if you selected to
be found message. show these.)
Solution 1: In the Excel file, create named ranges.
Solution 2: Ask Toad to automatically create named ranges.
1. Disconnect from the file.
2. In Navigation Manager, right-click the file and select Properties |
Advanced.
3. Select Automatically create ranges.
The next time you connect, Toad automatically creates named ranges,

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 Issue Cause/Solution
which are then displayed as tables.
See "Create Excel Connections" on page 36 for more information.
Unable to query data using an The underlying data format cannot differentiate between an empty string and
empty string or null value. null data, so a query with a search condition that contains an empty string does
not match any empty strings in the table. This occurs because the empty string
is treated as a null value, and a null value never matches anything, not even
another null value.
Unable to update or delete rows The Excel ODBC driver does not support this functionality. While it is possible
in a table. to update values, DELETE statements do not remove a row from a table.
Basically, you can only insert data in a table.
Attempting to insert data results This error occurs if you have more than one named range (region) in the same
in Cannot expand named worksheet, and the named ranges are not separated by blank rows.
range error. Solution 1: You must add blank rows between named ranges. Add as many
blank rows as you have new records to insert.
Solution 2: Include only one named range in each worksheet.

Working with Excel Files

Issue Cause/Solution
Microsoft Excel worksheet row When exporting to Excel, be aware that Excel worksheets have limits for
and column limits maximum number of rows and columns supported.
See Microsoft Excel specifications and limits for more information.

Opening Excel Files in Toad Document Window

Issue Cause/Solution
Excel menus do not display when you open The Toad document window cannot display all Excel menus.
Excel files in a Toad document window. Solution:
Right-click the Excel toolbar and add the equivalent toolbar for
the missing menu or functionality.
When two or more instances of Excel are open Toad document windows support one Excel instance at a time.
in Toad document windows, toolbars are Opening more than one Excel file disables the Excel toolbars for
active for only one instance. the additional files.
Solution:
Open only one Excel file at a time.

Troubleshoot DB2 LUW Issues

Review the following solutions to help troubleshoot DB2 LUW issues pertaining to Toad installation and database
connections.

Installation Issues
The following table describes issues related to installing Toad for DB2.

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Issue Cause/Solution
System.IO.FileNotFoundException - File or You are not a member of the DB2ADMIN or DB2USERS group. To
assembly name DB2AdminWrapper, or one install Toad, you must be a member of either group.
of its dependencies was not found Solution:
Ensure that you have been added to one of these groups.
Error: "Could not load file or assembly You installed a commercial version of Toad for DB2 after
'IBM.Data.DB2.9.1.0, Version=9.1.0.2, uninstalling the freeware version.
Culture=neutral, Solution:
PublicKeyToken=7c307b91aa13d208' or
You must remove run time information for the freeware version of
one of its dependencies. The system
Toad from the .NET system.config file.
cannot find the file specified."

To remove run time information

1. Exit Toad.

2. Navigate to the following .NET framework directory:

C:\WINDOWS\Microsoft.NET\
Framework\v2.0.50727\
CONFIG
3. Create a backup copy of the system.config file.
4. Open the system.config file in Notepad.
5. Locate the <runtime> tag delete everything between the
runtime tags (including <runtime> and </runtime>).
6. Save the file.
7. Restart Toad.

Connection Issues
Issue Cause/Solution
ERROR [08001] [IBM] SQL1336N The You are attempting to connect to a database version that is not
remote host was not found. supported in Toad.
SQLSTATE=08001 Solution:
Review the list of supported databases in the Release Notes or
Installation Guide.
ERROR [58031] [IBM] SQL1031N The Catalog entries have not been imported or defined for the
database directory cannot be found on the connection.
indicated file system. SQLSTATE=58031 Solution:
See "Configure DB2 Client Connections" on page 28 for more
information to determine the best method for cataloging a
database.
"The type initializer for A settings file might be corrupt.
'IBM.Data.DB2.DB2Connection' threw an Solution:
exception."
Rename your local settings directory so a new one can be
or
recreated.
"SUCCESS - unable to allocate an
environment handle."
To rename your local setting directory
1. Exit Toad.
2. Navigate to the following settings directory:

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 Issue Cause/Solution
l Windows Server 2008, Windows 7—
C:\Users\username\AppData\ Roaming\Quest
Software\
3. Rename the Toad for DB2 version# folder to "Toad for DB2
OLD".
4. Restart Toad and try to connect.
Notes:
l Make sure you can view hidden folders in Windows
Explorer.
l To navigate to this directory quickly, click the Application
Data Directory link in the About dialog (Help | About).

Other Issues
Issue Cause/Solution
Unable to capture Container Information in Certain Toad functions require that the DFT_MON_BUFPOOL
DB2 for LUW Multi-Partition Databases database manager configuration parameter be set to ON to
capture information on containers used in DB2 for LUW databases.
Additionally, to capture container information across all partitions in
a multi-partition database, the snapshot monitor requires that all
database partitions be active. To activate all database partitions
(and keep them active), execute the DB2 command ACTIVATE
DATABASE real_database_name on the server before connecting
Toad to the database. See your IBM DB2 for Linux, Unix, and
Windows documentation for more information about this command.

Troubleshoot DB2 z/OS Issues

Review the following solutions to help troubleshoot DB2 z/OS issues in Toad.

Installation Issues
Issue Cause/Solution
Error: "Could not load file or assembly You installed a commercial version of Toad for DB2 after
'IBM.Data.DB2.9.1.0, Version=9.1.0.2, uninstalling the freeware version.
Culture=neutral, Solution:
PublicKeyToken=7c307b91aa13d208' or
You must remove run time information for the freeware version of
one of its dependencies. The system
Toad from the .NET system.config file.
cannot find the file specified."

To remove run time information

1. Exit Toad.
2. Navigate to the following .NET framework directory:
C:\WINDOWS\Microsoft.NET\
Framework\v2.0.50727\
CONFIG

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Issue Cause/Solution
3. Create a backup copy of the system.config file.
4. Open the system.config file in Notepad.
5. Locate the <runtime> tag delete everything between the
runtime tags (including <runtime> and </runtime>).
6. Save the file.
7. Restart Toad.

Connection Issues
Issue Cause/Solution

ERROR [08001] [IBM] SQL1336N The You are attempting to connect to a database version that is not
remote host was not found. supported in Toad.
SQLSTATE=08001 Solution:
Review the list of supported databases in the Release Notes or
Installation Guide.
ERROR [58031] [IBM] SQL1031N The You do not have any catalog entries defined for the connection.
database directory cannot be found on the Solution:
indicated file system. SQLSTATE=58031
See "Configure DB2 Client Connections" on page 28 for more
information to determine the best method for cataloging a
database.
ERROR [42501] [IBM][DB2] SQL0551N You do not have SYSADM privileges for the DB2 for z/OS
"UserName" does not have the privilege to subsystem.
perform operation "SELECT" on object Solution:
"SYSIBM.SYSSTMT". SQLSTATE=42501
Ensure that you are granted SELECT permissions on the DB2
catalog tables.
ERROR [] [IBM] SQL1460N The When using the Time-Sharing Option (TSO) to connect, the user
environment variable "SOCKS_NS" ID, port number, or IP address entered may be incorrect.
required for SOCKS server name resolution Solution:
is not defined or not valid.
Ensure that you use the following for TSO connections:
l DB2 user ID for the DB2 subsystem
l Port number that DB2 listens on, for remote connections,
via the DB2 DDF address space
l IP address for the z/OS subsystem
ERROR [56038] [IBM][DB2] SQL0969N In general, Toad does not support a z/OS subsystem running in
There is no message text corresponding to Compatibility mode.
SQL error "-4700" in the message file on Solution:
this workstation.' when connecting to
If possible, switch the subsystem's operating mode to Full Function
compatibility mode database.
mode.
-or-
If this is not possible, Toad now provides a message when you
After connecting, some objects do not connect to subsystem, informing you of that the subsystem is
display properly or some functionality does running in compatibility mode and that some features might not be
not work as designed. available.

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Missing Functionality or Object Information
Issue Cause/Solution
Unable to browse databases in DB2 for The DB2 installation job DSNTISG defines a set of DB2 procedures
z/OS 8 or later. that the ODBC driver uses. The installation assigns these
procedures (namely, those beginning with SYSIBM.SQL*) to a
specific Work Load Manager (WLM) environment, which currently
might not exist or be defined properly.
Solution:
Be sure that you have correctly set up and enabled the WLM
environment to which the procedure definitions point.
Cannot edit data in compatibility mode. In compatibility mode, the ODBC driver does not return enough
information for the CommandBuilder to correctly generate update
or insert statements.
Solution:
No solution exists. However, when you connect to a subsystem
running in compatibility mode, Toad now provides a message,
informing you of this condition and warning you that some features
might not be available.

Other Issues
Issue Cause/Solution
Poor performance when browsing DB2 for User-defined indexes on specific system catalog tables can
z/OS objects in Toad. Indexes are improve performance when you are browsing DB2 for z/OS objects
populated slowly. in Toad. The following link contains the DDL for indexes that can
optimize Toad performance on your DB2 for z/OS subsystem.
Keep in mind that the creation of these indexes is a
recommendation only. The indexes can have different results in
different environments, depending on the number of DB2 objects
and the amount of data involved. To create these indexes, edit and
run the DDL contained in the following file:
ToadDB2zOSIndexes.txt
Additionally, if the schema drop-down lists in the Object Migration
wizard populate slowly, consider creating an index on the
SCHEMA and CREATOR columns in the catalog table for each
object type. Here is a list of some of the object-type tables:
SYSIBM.SYSSYNONYMS
SYSIBM.SYSSEQUENCES
SYSIBM.SYSROUTINES
SYSIBM.SYSTABLES
SYSIBM.SYSDATATYPES
SYSIBM.SYSINDEXES
SYSIBM.SYSTRIGGERS
SYSIBM.INDEXES
Encountering the S378 Abend when This issue appears because the Toad z/OS Component tries to
running IBM DB2 z/10 subsystem in reference the QUEST.QC200ZPARM function.
Conversion mode with older versions of Solution:
Toad.
DROP the QUEST.QC200ZPARM function from your DB2 z/OS 10
subsystem. This will eliminate the possibility of the function being
called into the WLM environment procedure and causing the S378

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 Issue Cause/Solution
abend.
We do not recommend that you to just STOP the
QUEST.QC200ZPARM function on the mainframe side, without
actually dropping it, because that may case Toad or the batch
process (QCEXEC – remote job execution) to hang. Dropping the
QUEST.QC200ZPARM function is recommended.

Troubleshoot Informix Issues

Review the following solutions to help troubleshoot Informix issues in Toad.

Issue Cause/Solution

Unable to view all available databases. The InformixODBC driver does not return information about every
available database.

Troubleshoot MySQL Issues

Review the following solutions to help troubleshoot MySQL connection issues pertaining to database connections
and missing functionality or object information in Toad.

Connection Issues
Issue Cause/Solution
"InvalidCastException" error when This is a known issue in MySQL.
connecting to MYSQL 4.1.14-nt database Solution:
Review the known issue and download a patch from:
http://bugs.mysql.com/bug.php?id=12771
"System.IO.DirectoryNot Solution:
FoundException"error occurs each time
you attempt to connect after installing Toad 1. Exit Toad.
into a directory other than the default 2. Locate the MySQL.xml file in the C:\Documents and
directory. Settings\username\Local Settings\ Application Data\Quest
Software\ Toad for MySQLversion\ ModuleSettings
3. Rename or delete the MySQL.xml file.
4. Restart Toad.

Missing Functionality or Object Information

Issue Cause/Solution
Views tab in Object Explorer is unavailable You are attempting to connect using the 3.51 ODBC driver. This
when connecting to MySQL using the driver is hard-coded to reply that the database does not support
ODBC driver views because it needs to connect to MySQL databases prior to
version 5.
Solution:

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 Issue Cause/Solution
Use the native MySQL provider included in Toad.
Using a MySQL ODBC connection in a Attempting to execute a cross-connection query using a MySQL
cross-connection query results in an error ODBC connection (not a native connection) results in the following
error: "The table <table name> can not be mapped."
Solution:
To use a MySQL ODBC connection in a cross-connection query,
you must specify a database for the connection.

To specify a database for an existing MySQL ODBC

connection
1. In the Connection/Navigation Manager, right-click the
existing MySQL ODBC connection and select Properties.

2. Click beside the Data source name drop-down list.

The ODBC Data Source Administrator dialog opens.
3. On the User DSN tab, select (highlight) the connection's
MySQL ODBC driver and then click Configure. The
MySQL ODBC Configuration dialog displays.
4. Select a database from the Database list.
Notes:
l Specifying a database using the Connection Properties
Database field does not result in a solution. You must
follow the procedure above.
l You can repeat this procedure at any time to specify a
different database.

Troubleshoot Oracle Issues

Review the following solutions to help troubleshoot Oracle connection issues pertaining to database connections
and missing functionality and object information in Toad.

Connection Issues
Review the following to help troubleshoot Oracle:

Issue Cause/Solution
Attempting to connect when Oracle Instant Solution:
Client is installed results in a In order to connect using the Oracle Instant Client, the directory for
System.NullReferenceException error the Instant Client must be included in the environmental path, or
you must copy the client files for the instance to the root install
directory of Toad Data Studio.
You can also connect to the database without using an Oracle
client or TNSNames file by selecting the Direct tab in the Create
New Connection window.
An error occurs when attempting to connect Toad does not support Oracle Rdb at this time.
to Oracle Rdb using an ODBC driver

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 Issue Cause/Solution
Attempting to connect to Oracle 18c results SQLNET.ALLOWED_LOGON_VERSION has been deprecated.
in the error ORA-28040: No matching Upgrade your Oracle client or set the parameter value to 12c.
authentication protocol

Missing Functionality and Object Information

Issue Cause/Solution
Some schemas are not available from the The Oracle ODBC driver cannot display schemas that do not have
Schema drop-down list in the Object any tables.
Explorer.
Unable to view table data on the Data tab; The Oracle ODBC driver is accessing unallocated memory.
SQLFetch generates an access violation. Solution:
Update the Oracle ODBC driver:
l For 9i drivers, update to 9.2.0.7.0 or later.
l For 10g drivers, update to 10.1.0.3.0 or later.

Troubleshoot SQL Server® Issues

Connection Issues
Review the following solutions to help troubleshoot SQL Server connection issues in Toad.

Issue Cause/Solution
Cannot specify a port number Currently, Toad does not have a separate field for specifying a port number.
when connecting Solution:
You can connect if you know the port number for the instance by entering the
following in the Server name field on the New Connection window:
ServerName,Port
or
IPAddress,Port
For example:
10.1.29.129,1234 (where 1234 is the port number of the instance)
Cannot connect to a remote Remote connections may not be enabled in SQL Server 2005. Also, named
instance in SQL Server 2005 instances are configured to use dynamic ports and select an available port
once the SQL Server Service starts. If you are connecting to a named instance
through a firewall, configure the Database Engine to listen on a specific port,
so that the appropriate port is opened in the firewall.
Note: Remote connections are disabled by default in the Express and
Developer editions of SQL Server 2005.
Solution:
To enable remote connections, see "How to configure SQL Server 2005 to
allow remote connections" at: http://support.microsoft.com/kb/914277

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 Issue Cause/Solution
"Path is not of a legal form" error You attempted to migrate settings from a previous install of Toad to the current
message when connecting install, but the settings file (InitialSqlServer.Sql) for the previous install was
or either removed, moved, or corrupt.
"Could not find a part of the path You may also receive this error if you installed Toad and migrated settings
C:\Program Files\Quest from a previous version, and later uninstalled the previous version.
Software Solution:
\Toad Data You must specify a valid location for the InitialSqlServer.Sql file in Toad.
Studio\Template\Scripts\
InitialSqlServer.Sql" error
To specify a valid location
message when connecting
1. Open the SQL Server options page under Tools | Options | Database
| SQL Server.
2. Specify the location for the new install's InitialSqlServer.Sql file in the
Run Script on new connection field.
By default, this file is located in the following directory:
C:\Program Files\Quest Software\Toad Data Studio version
\Templates\Scripts
Note: Clicking may result in a "Path not found error". If you receive this
error, manually enter the location in the field.
Cannot establish Named Pipes If you are trying to connect to the server using Named Pipes, "Poll service
connection status in connection list" option should be cleared.
Solution:
1. Open the options page under Tools | Options | Database | General.
2. Clear Poll service status in connection list checkbox.
Cannot access some To utilize majority of Toad functionality VIEW DEFINITION grant is required for
functionality when working with those databases you want to work with.
Azure connection.

Troubleshoot SAP Issues

Review the following solutions to help troubleshoot SAP issues pertaining to the following in Toad:

Connection Issues
Issue Cause/Solution
Unable to connect to the database. The Stored procedures that the ODBC driver requires currently do not
following message displays: "The exist on the server.
ODBCMDA procedures have not been Solution:
installed on this database..."
Install the required procedures.

Missing Functionality or Object Information

Issue Cause/Solution
Unable to view or export data for objects The ASE ODBC driver has issues handling non-standard names
with non-standard names. for objects.

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Issue Cause/Solution
Solution:
When setting up an ASE connection in Toad, select Use quoted
identifiers on the Connection tab in the Adaptive Server
Enterprise window to enable the use of quotations in identifiers.
Unable to view linked tables. Linked tables store DSN connection information.
Solution:
Set up the DSN connection information exactly the same on all
machines that access the database.

Other Issues
Issue Cause/Solution
DBMS name showing as SQL Server. Older versions of the ASE ODBC driver return SQL Server as the
DBMS name.
Solution:
Upgrade to the latest version of the ODBC driver, which correctly
returns Adaptive Server Enterprise as the DBMS name.

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 About Us

Quest creates software solutions that make the benefits of new technology real in an increasingly complex IT
landscape. From database and systems management, to Active Directory and Office 365 management, and cyber
security resilience, Quest helps customers solve their next IT challenge now. Around the globe, more than 130,000
companies and 95% of the Fortune 500 count on Quest to deliver proactive management and monitoring for the
next enterprise initiative, find the next solution for complex Microsoft challenges and stay ahead of the next threat.
Quest Software. Where next meets now. For more information, visit www.quest.com.

Contact Quest
For sales or other inquiries, visit www.quest.com/contact.

Technical Support Resources

Technical support is available to Quest customers with a valid maintenance contract and customers who have trial
versions. You can access the Quest Support Portal at https://support.quest.com.
The Support Portal provides self-help tools you can use to solve problems quickly and independently, 24 hours a
day, 365 days a year. The Support Portal enables you to:
l Submit and manage a Service Request
l View Knowledge Base articles
l Sign up for product notifications
l Download software and technical documentation
l View how-to-videos
l Engage in community discussions
l Chat with support engineers online
l View services to assist you with your product

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 Index

create SAP SQL Anywhere 62

A
create SharePoint 38
Access
create Snowflake 55
create connections 24
create SQL Azure 57
troubleshoot 66
create SQL Server 57
application virtualization 10
create SQL Server Analysis Services 61
B create Teradata 64
Business Objects (SAP) DB2 LDAP support 33
create connections 26 Oracle LDAP support 47

C share for all session windows 24

troubleshoot 78
Citrix
Access 66
install 18
Informix 76
requirements 10
Oracle 77
client requirements 6
SAP ASE 79
configure Toad 19
troubleshoot DB2 LUW 71
connections
troubleshoot DB2 z/OS 73
configure DB2 client 28
troubleshoot SQL Server 78
create Access 24
understand 23
create Business Objects 26
corporate deployment 14
create DB2 33
customize
create Excel 36
Toad 19
create Google Analytics 40
create Hive 42 D
create MariaDB 44 DB2
create MySQL 44 create connections 33
create OBIEE 50 troubleshoot LUW issues 71
create ODBC 45 troubleshoot z/OS issues 73
create Oracle 47 desktop virtualization 10
create Salesforce 53
E
create SAP ASE 62
Excel
create SAP HANA 63
create connections 36
create SAP IQ 62

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 ranges 36
R
troubleshoot 69
requirements
G Citrix 10
Google Analytics client 6
create connections 40 virtualization 10

H S
Hive Salesforce.com
create connections 42 create connections 53
server virtualization 10
I
SharePoint
Informix, troubleshoot 76
create connections 38
install 12
shortcut keys
Citrix 18
configure to match other applications 19
Citrix support 10
silent install 14
client requirements 6
prerequisites 15
silent 14
Snowflake
L create connections 55
LDAP SQL Azure
DB2 support 33 create connections 57
Oracle support 47 SQL Server
look and feel configuration 19 create connections 57

M troubleshoot 78
SQL Server Analysis Services
MySQL
create connections 61
create connections 44
Sybase
troubleshoot 76
create connections 62
O
system requirements 6
OBIEE
T
create connections 50
Teradata
ODBC
create connections 64
create connections 45
Toad, customize 19
Oracle
troubleshoot
OBIEE, create connections 50
DB2 LUW connections 71
Oracle, create connections 47
DB2 z/OS connections 73
troubleshoot 77
Excel 69
Informix issues 76
MySQL 76

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 Oracle connections 77
SQL Server connections 78
tutorials
create ODBC connections 45

U
uninstall 19

V
virtualization support 10

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