Toad^® for Data Analysis

Version 2.0.0 

Release Notes

September 12, 2008

Contents

Welcome to Toad for Data Analysis

Toad for Data Analysis is a multi-platform database query tool built for anyone who needs to access data, understand data relationships, and quickly produce reports.

With Toad for Data Analysis, you can:

• Connect to almost any database or ODBC data source (See System Requirements)

• Write SQL queries and join data across all platforms

• Automate and schedule frequent and repetitive tasks

• Streamline data collection

• Collaborate with team members

• Export data in a variety of file formats

Toad for Data Analysis provides a full featured ER Diagrammer, Database Browser, Query Builder, and Editor for the following databases:

• Oracle

• SQL Server

• DB2 (LUW and z/OS)

• Sybase ASE

• MySQL

Most companies have additional databases that they need to connect to and query. To help achieve this, Toad provides basic connectivity, querying, and reporting functionality using the Microsoft Excel, Microsoft Access, and ODBC providers. The inclusion of these additional providers should address the reporting requirements for most companies.

The purpose of the ODBC provider is to offer basic connection and querying capabilities to any database that supports an ODBC 3.0 or later driver. For a list of databases tested with the ODBC provider, see the System Requirements. This form of connectivity allows connections to databases such as Teradata, Netezza, IBM iSeries, and Ingres. Because this form of connectivity is generic, it is not full-featured and may not be as robust as the fully exploited providers for the other databases.

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New in This Release

Review the following sections for updates in this release and new features:

• General
• Understand
• Query
• Report
• Automate
• Tools

General

• Toad imports your existing Toad for Oracle connections automatically.

• Toad now supports the following:

  • ADO.Net connectivity to Sybase ASE to provide better functionality and performance than ODBC connectivity

  • DB2 for z/OS running in Compatibility mode using a DB2 ODBC driver.

• Many of the menu items have been reorganized to help you locate features faster.

• You can now generate a report of assigned keyboard shortcuts. This is useful for keeping up with any customized shortcuts you create.

• You can now share notes about objects, lookup tables, and hidden column settings with other users by specifying a network share location under Object Annotation Cache in Tools | Options | Database | Cache.

• Toad now supports opening Excel 2007 (.xlsx) files. After opening an Excel .xlsx file, you can edit or save changes to it, but you cannot save a new file or an existing file with an .xls extension as an Excel .xlsx file.
  
  You can also export data to an Excel 2007 instance, but cannot export to an Excel 2007 (.xlsx) file or import data from an .xlsx file.
   

 Understand

• The Database Browser has been renamed to Database Explorer, and the Object Palette has been renamed to Object Explorer.

• You can now use shortcut keys to perform the following tasks:

• When using the Generate SQL right-click menu from the Object Explorer or Database Explorer, you can now set an option to format the generated SQL (disabled by default). To format the SQL, select the Automatically format generated SQL checkbox in Tools | Options | Explorer | General.
   

Query

General:

You can now reverse engineer queries from the Editor or Query Builder. For more information, see Reverse Engineer Queries in the help.

Query Builder:

• You can now specify whether to generate a SELECT, INSERT, UPDATE, DELETE, or CREATE statement from the toolbar.

• You can manually edit a query in the Query tab of the Query Builder. Any differences between the SQL in the Query tab and Diagram tab are highlighted. Toad also supports full editor functionality in the tab, including code completion and snippets.

• Queries executed in the Query Builder are now saved to SQL Recall so you can re-use them.

Editor:

• Group execution is now integrated in the editor so you can execute SQL across multiple connections.

• Toad automatically saves a backup copy of open editor files that have been modified at five minute intervals (default). It also saves a backup copy anytime you execute the SQL. If the application does not terminate normally, the next time you open Toad for MySQL the backup copies automatically open in the editor so you can either save changes to your regular file or discard them.

You can specify the backup interval in Tools | Options | Environment | General.

• A shortcut key has been added to invoke the "Surround With" Code Snippets. To use this functionality, select the text you want the template to surround and press CTRL+SHIFT+SPACE to select a comment or procedure.

• Toad Insight (Intellisense) has been redesigned and renamed to Code Completion. Additional code completion enhancements include:

  • Additional statement types are supported including update, delete, insert, call, and truncate table.

  • Comments, object data types, and parameters display, if available.

  • Functions that return a table type now display.

  • Complete join statements are now generated.

  • Local variables now display when you enter the @ symbol. To display global variables, enter the @@ symbol.

Code completion options are located in Tools | Options | Editor | Code Completion.

• Toad now supports the Team Foundation Server (TFS) version control provider. In order to use TFS, you must install the Visual Studio Team Foundation Server MSSCCI Provider on the same computer as Toad.
  
  Note: This is not the same client that you install with Visual Studio. You can download the MSSCCI Provider from one of the following locations:

2005 MSSCCI Provider:  http://www.microsoft.com/downloads
/details.aspx?FamilyID=87e1ffbd-a484-4c3a-8776-d560ab1e6198&DisplayLang=en
 

2008 MSSCCI Provider:  http://www.microsoft.com/downloads/
details.aspx?familyid=FAEB7636-644E-451A-90D4-7947217DA0E7&displaylang=en

For more information about configuring TFS, see Configuration Prerequisites and in the help.

Report

General:

• You can right-click a data grid and select Show | option to customize the look and feel of the grid without having to open an options page.
• You can right-click a column in a data grid or property grid and select Fit to Headers so all column headings display without being truncated.
• You can quickly find and replace data by pressing CTRL+F in any data grid.

• You can now make minor changes to the underlying query in a Toad pivot grid. To edit the query, right-click in the data area of the pivot grid and select Edit Underlying Query.

• You can specify an integer format that is separate from the number format in Tools | Options | Environment | Grid.

Export Data:

• You can export data to an Excel 2007 instance, but cannot export to an Excel 2007 (.xlsx) file.

• You can export data into an existing spreadsheet, including an existing worksheet or a new one. You can also specify the column and row where you want to begin adding data. This allows you to build charts and graphs from an existing spreadsheet and “refresh” the report by updating the data worksheet.

• You can save export settings as a template that you can use for scheduled automation scripts.

Import Data:

• Import data into a new table you create on-the-fly or into an existing table.

• Save import settings as a template that you can use for scheduled automation scripts.

• Currently, you cannot import data from an Excel 2007 (.xlsx) file.

Automate

• Automation activities have been moved to the left of the Design pane to provide a more intuitive workflow.

• Support for new automation activities:

• You can now click an activity to automatically add it to the Design pane.

• Toad automatically adds a connection to the current database anytime you add an activity that requires a connection.

• Improved exception handling lets you set exception handling and error logging by double-clicking the Script Settings activity that displays by default in the Design pane. Once you specify these settings, they are used by all subsequent automation scripts.

• Automation "snippets" have been renamed to "templates" to avoid confusion with Code Snippets.

• You can now save properties for any activity as a template for future use.

Tools

• Data Compare now supports Excel (including 2007) and DB2 (LUW and z/OS). To access data compare, select Tools | Compare | Data Compare.

• You can now compare result sets from the current editor or a different editor in the Database Explorer's Data tab or the editor's Result Sets without having to save one of the sets to a file.

You can also save a result set and later use it for comparison. This is useful from the Database Explorer's Data tab when, over time, the data might be changing and can then be compared against this data that was saved.

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Resolved Issues and Enhancements

The following is a list of issues addressed and enhancements implemented in this release of Toad for Data Analysis.

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Known Issues

The following is a list of issues known to exist at the time of Toad for Data Analysis release.

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Third Party Known Issues

The following is a list of third party issues known to exist at the time of Toad for Data Analysis release.

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System Requirements

Client Requirements

Before installing Toad for Data Analysis, ensure your client system meets the following minimum hardware and software requirements:

Server Requirements

Before installing Toad for Data Analysis, ensure your server meets the following minimum hardware and software requirements:

Citrix Requirements

Toad has been tested for Citrix support on Windows Server 2003 Enterprise Server SP2 using the MetaFrame Presentation Server 4.0 and Citrix Presentation Server Clients 10.2. For information about installing Toad in a Citrix environment, see "Install Toad on Citrix Systems" in the Toad for Data Analysis Installation Guide.

User Privilege Requirements

The following user privileges are required for installing and running Toad for Data Analysis:

• Only Power users and Administrators can install Toad.

• If a Power user installs Toad, a Restricted user can run the application but cannot

  • Associate file extensions.

  • See the Toad shortcut icon on the desktop or the Toad menu option in the Windows Start menu. As a workaround, Restricted users can create a shortcut to the application and place it on their desktop from the install directory.

• If an Administrator installs Toad, the Administrator can share the Toad shortcut icon on the desktop and the Toad menu option in the Windows Start menu with any user on the computer.

• (DB2 only) A 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.

• (DB2 only) To use Toad with DB2 for z/OS, any user who does not have SYSADM privileges must be granted SELECT permissions on the DB2 catalog tables.

• To run Toad, the .NET security policy must be set to Unrestricted. To modify the security policy:

1. From the Windows Start menu, select Settings | Control Panel.

2. Double-click Administrative Tools.
3. Double-click Microsoft .NET Framework 2.0 Configuration.
4. Click + to expand My Computer, and then select the Runtime Security Policy node. A list of tasks for the node display in the right panel.
5. Click Evaluate Assembly from the list of tasks in the right panel. An Evaluate an Assembly window displays.
6. Browse to the location of Toad.exe in the File field.
7. Click Next to view permissions for Toad.exe.
8. Set the permission to Unrestricted.

• 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.

• (DB2 only) Power users and Restricted users do 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 to import catalog entries to Toad.

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Global Operations

For more information, see http://tda.inside.quest.com/shares/tda/sbin/docs/GlobalOps.htm

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Installation

Contents of the Release Package

The Toad for Data Analysis release package contains the following products:

• Toad for Data Analysis 2.0.0
• Product Documentation, including:
  • Installation Guide
  • Online Help
  • Release Notes

Installation Instructions

See the Toad for Data Analysis Installation Guide available from the Windows Start menu under Program Files | Quest Software | Toad for Data Analysis 2.0 | Documentation for important installation information. For information about installing Toad silently, see "Install Toad Silently" in the Toad for Data Analysis Installation Guide.

Notes:

• If you received Toad for Data Analysis with your purchase of Toad for Oracle, note that by installing Toad for Data Analysis you agree to use the software solely on the seat for which Toad for Oracle was purchased.

• Toad installs a DB2 9 client as part of the installation process. The DB2 9 client can co-exist with an existing DB2 8 client; however, it is incompatible with a DB2 7 client. If a DB2 7 client is a