Mar 20, 2018 3:15:29 PM by DaleB
This tutorial applies to Toad Data Point 4.3 or later.
This tutorial demonstrates how to publish an Automation script to Toad Intelligence Central. Publish your own script or use the one created in this tutorial.
Note: This feature is available in the Toad Data Point Professional edition only and requires access to a Toad Intelligence Central server.
In this tutorial you will learn:
You will need:
To learn how to create an Automation script, see Getting Started with Automation.
Toad Data Point allows you to create Automation scripts to automate tasks that you perform on a regular basis. You can schedule and run these scripts in Toad locally. In addition, you can publish an Automation script to Intelligence Central and run it on the Intelligence Central server. Scripts on Intelligence Central can be scheduled or run manually by the publisher and other users with proper privileges.
After publishing a script to Intelligence Central, you can track, manage, and run the script through Toad Data Point.
Follow these instructions to create a new script. Optionally, you can use an existing script, for example:
To create a new script
Click the Select to File activity to add it to the script design pane, or drag the activity from the Toolbox to the design pane. You will use this activity to export query results to a file which will be used as an email attachment.
Click in the Name field. Select a location and file name for the output file.
If you use a locally-stored output file, when the script runs on Intelligence Central the file is re-created in the same location on the Intelligence Central host computer. If you use this method, ensure that the account used to run the script on Intelligence Central has the proper permissions to create the file. Otherwise, use a network location for the output file.
Now click the Send Email activity to add it to the Automation workflow just after the Select to File activity.
Note: To use this activity, an SMTP service must be running. To run the script on Intelligence Central, the Intelligence Central server must be configured to support SMTP email transmission.
Note: If you use a macro-enabled Excel file (.xlsm) as the output file in the Select to File activity, you must use an existing .xlsm file stored in a shared network location and ensure that Microsoft Excel is installed on the Intelligence Central host computer.
Because the destination Intelligence Central server may be slightly different than your local environment, an Automation script that runs successfully on your local machine may not run successfully on the Intelligence Central server. Review the following to help you prepare the Intelligence Central environment.
Click Publish in the Wizard bar to publish the script.
The Publish to Intelligence Central dialog opens. Use this dialog to specify your publishing options.
Enter a name to use for the script in Intelligence Central. This name displays in the Toad Object Explorer and in the Intelligence Central Web Console.
Note: The name must be unique among Automation scripts. No two scripts in the same Intelligence Central instance can have the same name (regardless of folder).
Click the Sharing link. In the Sharing Settings page, you can select which users are allowed to view or manage the script. These settings can be changed later by users with manage privileges to the script. See Specify Sharing (Visibility) and Manage Privileges for more information.
For this tutorial, select Keep this data private. Click Apply to save your changes.
Click the Run Details link. You must specify a user account under which to run the Automation script.
To specify a Windows user account, select Specify user to execute automation scripts and enter the user name and account credentials.
To use the default account, select Use default user to execute automation scripts. This account is the one under which the Toad Intelligence Central App Server runs.
Users with manage privileges to the script can change the run account after publishing, if necessary.
Click Apply to save your changes.
When you have finished specifying options, click Publish in the Publishing dialog. Toad publishes and test runs the script.
If the script errors, you can troubleshoot it using the script execution log and the error email.
After the script is published, you can view, run, and manage the script from the Object Explorer or the Script Manager in Toad.
To finish our tutorial, let's open the Script Manager. Right-click the script in the Object Explorer and select Operations | Manage Scripts.
Tip: Toad Data Point users can open and edit a published Automation script in Toad. Right-click the script in the Object Explorer and select Operations | Edit Script.
Toad Intelligence Central users can view Automation scripts and perform limited operations through the Web Console. The Web Console allows users to view script status and execution logs, run and schedule the script, modify privileges, and modify the run account.
See the Toad Intelligence Central Quick Start Guide for more information.
Written by DaleB