Toad^® for Data Analysts

Version 3.0.1

Release Notes

October 21, 2011

Contents

Welcome to Toad

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

With Toad, you can:

• Connect to almost any database or ODBC data source

• 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 provides a full-featured Database Explorer, Query Builder, and Editor for the following databases:

• Oracle

• SQL Server

• DB2 (LUW and z/OS)

• Sybase ASE, Sybase IQ, and Sybase SQL Anywhere

• 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 in the Release Notes (Help | Release Notes). This form of connectivity allows connections to databases such as Teradata, Netezza, IBM iSeries, Ingres, and Vertica. 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 (3.0)

Toad for Data Analysts Base and Professional Editions

The Base and the Professional editions of Toad for Data Analysts contain the following new features and enhancements.

Automation

• Automation has been improved with a new, easy-to-use user interface for specifying all activity properties.

• Creating database connections is now more streamlined. You no longer need to add a database activity to your script to make a connection. In most cases, you can specify the database connection details for each activity from within the activity properties.

• The new Visualization and Data Cleansing features have been added to the Automation Toolbox.

• Two new activities have been added to the Automation Toolbox: Data Compare and a Grouping activity.

Important!

Toad includes significant enhancements to Automation that affect attributes in the actual automation script. If you open an automation script from a previous version, such as Toad for Data Analysts 2.6, a message informs you that the script will be upgraded so it will work in the current version of Toad.

Caution: If you upgrade this script, it will no longer be compatible with previous versions of Toad. However, a backup copy of your script will be saved in the Automation\BAK folder in the Application Data Directory under Help | About.

Working With Data

Histogram Tool

• The new Histogram tool allows you to visualize the frequency distribution of data. Right-click on any data grid to access the Histogram tool.

Import Wizard

• You can now specify the import data block size by entering a value for the Process Row Count in the Import Wizard. This enhancement allows you to customize the import process by adjusting the number of rows to process at one time.

• You can now specify a Default On Error value in the Import Wizard. Add a default value that Toad will enter into cells where data import failed. Use the value to easily find import errors.

Export Wizard

• Now, not only can you export multiple result sets using multiple queries, you can also export multiple types of objects at once (e.g., queries and tables).

Creating Reports and Charts

Creating Data Reports

The Data Reports feature has been enhanced to include new functionality.

• After customizing a report layout, you can now save the report layout as a template to use for generating subsequent reports.

• You can now include multiple data sets in one Data Report by using multiple queries.

• You can now edit data from inside the Report Designer by selecting the Data tab at the bottom of the window. (In previous versions of Toad, editing data in a report required sending the query to the Master Detail Browser.)

• You can now merge multiple reports into the same file and then export as one Data Report.

Improved Chart Designer

In addition to one-click charts, Toad's Chart Designer has been streamlined to create charts even faster. You can now create a chart in a data report with only a few clicks using the Chart Designer. You can then save your report or continue to modify the chart using the Chart Wizard. Chart Designer retains the features available in previous versions of Toad for Data Analysts.

One-Click Charting

Now you can quickly create charts and graphs from any data grid with one-click charts. Simply right-click on any data grid and select one of the following:

• Quick Export | Excel Instance Chart to instantly create a chart in Excel. You can then further modify the chart in Excel and save it as an Excel file.

• Send to | Chart Designer to create a new Toad Data Report containing the chart. You can then further modify the chart using Data Report's Chart Wizard.

Support for New Providers

Sybase IQ and Sybase SQL Anywhere

Toad has now integrated the capability for full-featured, native connectivity to Sybase IQ and Sybase SQL Anywhere. These implementations provide complete Database Explorer, Query Builder, and Query Editor functionality.

Vertica

Toad now provides support for Vertica using an ODBC connection. Toad provides the same basic connectivity, querying, and reporting functionality for Vertica as it does for its other supported ODBC database connections. For a list of tested ODBC connections, see the System Requirements section in the Release Notes.

Toad for Data Analysts Professional Edition

The Toad for Data Analysts Professional Edition includes the following advanced features.

High-Performance Cross-Connection Queries

• You can now easily create a query that combines data from multiple database sources using Toad's Cross-Connection Query feature. Similar to the original heterogeneous query feature, but now enhanced with a new, more powerful execution engine and full-featured code completion.

• When in Cross-Connection Query mode, the Object Explorer displays the tables and views for all open database connections.

• This new feature includes a Cross-Connection Query Builder and a Cross-Connection Editor.

• When using the Editor to compose a query in cross-connection query mode, the available options in code completion extend to include the database tables and views for all the open database connections, making it easy to query multiple databases with one statement.

• Toad uses cross-connection query optimization techniques to improve cross-database query performance.
• You can use cross-connection queries in Automation.

Notes:

• If you are using an Oracle Instant Client, you must also install an Oracle ODBC driver before using the Oracle connection in a cross-connection query. (The Oracle Client full install includes an ODBC driver.)
• You cannot use Oracle Direct Connection in a cross-connection query.

Local Storage

• Toad for Data Analysts now includes an embedded database to store data locally. This enhancement allows you to save data from a query, data directly from another database, data from any data grid or from an excel sheet that you are connected to.

• Save data to a new or existing table in Local Storage.
• You can access the Local Storage database from its node in the Navigation Manager and then query or edit the data.

• Use Local Storage as a convenient location to store transformed and cleansed data.

Data Transformation and Cleansing

• Use the Transformation and Cleansing feature to first test and then apply transformation and cleansing actions to a data set. Use this feature to cleanse, compare, calculate, and group data.

• You can save the resulting data to Local Storage or export to a .csv file. You can also send the data to Visualization or Automation.

Data Visualization

The Data Visualization tool provides a new way to visually represent large sets of data by creating a multi-dimensional graphic expression of the data. Multiple charts are created to easily view different dimensions of data. Click a data point in the top-level graph to drill down to underlying graphs.

• Choose from several chart styles or pivot grid.

• The file can be saved or printed.

Data Browser

• Use the new Data Browser to browse data, sort data using a SQL statement, or use transform and cleanse actions.

• Data Browser replaces and extends the functions of the Table Browser found in previous versions of Toad for Data Analysts

Toad for Data Analysts Workspace

Many of the new Toad for Data Analysts Professional edition features are easily accessible from the Toolbar and the main Tools Menu.

Toad for Data Analysts Professional with Analytics Edition

You can now harness the power of Fuzzy Logix analytics for all your data analysis and data mining activities with Toad for Data Analysts' new Professional with Analytics edition.

• The Advanced Analytics edition allows you to use powerful, advanced in-database analytics to accelerate querying and data analysis.
• The new TDA Professional with Analytics edition comes with all the advanced features of the TDA Professional edition. (Advanced Analytics is not available for the TDA Base edition.)

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Resolved Issues and Enhancements

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

Resolved Issues and Enhancements in 3.0.1

Resolved Issues and Enhancements in 3.0

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Known Issues

The following is a list of issues known to exist at the time of this 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 this release.

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System Requirements

Client Requirements

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

Server Requirements

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

Virtualization Support

User Requirements

User Requirements to Install Toad

Only Windows Administrators and Power Users can install Toad.

Note: The following exceptions exist for Power Users:

• A Power User cannot install Toad on a computer running Windows Vista Enterprise. This is a Windows limitation because Vista does not support Power User mode.
• (DB2 only) A Power User cannot install Toad if a DB2 for LUW version earlier than 8.1.7 already exists on the computer. Only an Administrator can install Toad under this condition. However, if the computer has an existing DB2 for LUW 8.1.7 or later installation, 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, Vista standard user--on the computer.

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

• Associate file extensions.
• 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:

• (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.
• (DB2 only) A Windows Vista user must be either an administrator or a standard user that belongs to an Vista Administrators group. Additionally, to enable full functionality in Toad when Vista’s User Access Control security feature is turned on, the standard user must run Toad as an administrator. (Right-click the Toad icon on the Vista desktop and select Run as administrator.) See the Toad for DB2 Release Notes for a description of the restrictions that are in place when the standard user does not run Toad as an administrator.
• (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.
• (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.

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

  1. Select Control Panel from the Windows Start menu.
  2. Double-click Administrative Tools.
  3. Double-click Microsoft .NET Framework version Configuration.
  4. Select My Computer, and then select the Runtime Security Policy node.
  5. Select Evaluate Assembly from the list of tasks in the right panel, and locate and select Toad.exe in the File field.
  6. Click Next and 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 features.

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Global Operations

This section contains information about installing and operating this product in non-English configurations, such as those needed by customers outside of North America. This section does not replace the materials about supported platforms and configurations found elsewhere in the product documentation.

This release is Unicode-enabled and supports any character set. It supports simultaneous operation with multilingual data. This release is targeted to support operations in the following regions: North America, Western Europe and Latin America, Central and Eastern Europe, Far-East Asia, Japan.

This release has the following known capabilities or limitations: During installation, if the user overrides the default installation directory location, the directory path cannot contain Unicode characters. This is due to the fact that we install a DB2 LUW client in the user specified Toad Installation directory and the DB2 installation does not support such characters.

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Getting Started

Contents of the Release Package

The Toad release package contains the following products:

1. Toad for Data Analysts 3.0.1
2. Product Documentation, including:
   • Installation Guide
   • Online Help
   • Release Notes

Installation Instructions

See the Toad for Data Analysts Installation Guide for more information.

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For More Information

Contact Quest Software

See our web site for regional and international office information.

Contact Quest Support

Quest Support is available to customers who have a trial version of a Quest product or who have purchased a Quest product and have a valid maintenance contract. Quest Support provides unlimited 24x7 access to SupportLink, our self-service portal. Visit SupportLink at http://support.quest.com.

From SupportLink, you can do the following:

• Retrieve thousands of solutions from our online Knowledgebase
• Download the latest releases and service packs
• Create, update and review Support cases

View the Global Support Guide for a detailed explanation of support programs, online services, contact information, policies and procedures. The guide is available at: http://support.quest.com.

Toad Community

Get the latest product information, find helpful resources, and join a discussion with the Toad for Data Analysts team and other community members. Join the Toad for Data Analysts community at http://tda.inside.quest.com/index.jspa.

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© 2011 Quest Software, Inc.

ALL RIGHTS RESERVED.

This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser’s personal use without the written permission of Quest Software, Inc.

The information in this document is provided in connection with Quest products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Quest products. EXCEPT AS SET FORTH IN QUEST'S TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL QUEST BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF QUEST HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. Quest does not make any commitment to update the information contained in this document.

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Refer to our web site for regional and international office information.

Trademarks

Quest, Quest Software, the Quest Software logo, Benchmark Factory, Toad, T.O.A.D., Toad World, and vToad are trademarks and registered trademarks of Quest Software, Inc in the United States of America and other countries. For a complete list of Quest Software’s trademarks, please see http://www.quest.com/legal/trademark-information.aspx. Other trademarks and registered trademarks used in this guide are property of their respective owners.

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