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T o a d ® f o r D a t a A n a l y s t s V e r s i o n 2 . 7

New in This Release

October 19, 2010

I n t r o d u c t i o n

G e n e r a l

• Faster installation time.

• Toad now supports Excel 2010.

• You can reset all window locations to the default layout in Tools | Options | Environment | Interface. This is useful if you are using two monitors and later switch to a single monitor.

• You can set the File History Size option to zero to reduce the amount of time required to load the File menu in Tools | Options | Environment | General.

• You can now send a free trial version of Toad for Data Analysts to colleagues and friends by selecting Help | Refer a Friend.

© 2010 Quest Software, Inc. ALL RIGHTS RESERVED.

Toad for Data Analysts 2.7 2 New in This Release

Connections

• You can now open Toad for Data Analysts from Toad for Oracle and your Toad for Oracle connection information will be maintained. The current SQL Editor file in Toad for Oracle will also open in Toad for Data Analysts. To enable this functionality, open Toad for Oracle, select Utilities | External Tools, and enter the following in the Parameters field after editing the Toad for Data Analysts entry in the list:

/TOADUSER=$UID/TOADPASSWORD=$UPW/TOADDATABASE=$SID /TOADFILE="$FIL"

See "Add Connection Parameters to Open from Toad for Oracle" in the online help for more information.

• You can drag multiple connections to a different group in the Connection Manager.

• You can sort connections alphabetically by right-clicking a group folder node in the Connection Manager and selecting Sort.

• You can now connect to Excel files without specifying a named range.

• You can reconnect to the last connection associated with a document window by right-clicking the tab and selecting Reconnect to connection. This option only displays if the tab previously had a connection.

• (Oracle and SQL Server) You can right-click a connection to change your database password.

Note: This feature is not available for direct connections to Oracle.


• When connecting to DB2, you can now set the isolation level for LUW connections from the Advanced tab.

• When using connection categories, you can now easily identify the currently selected tab.

Toad Security

The Toad Security feature has been moved back to the menu under Tools | Administer | Toad Security. You can use Toad Security to limit functionality that is currently available in Toad, based on the database connection.

You can restrict access to the following:

• Actions—Restricts functionality available using a menu or toolbar button.

• Browser—Restricts the object types that display in the Database Explorer/Object Explorer. Also restricts the object details that display when selecting an object.


S Q L A z u r e

• After creating an account and configuring the SQL Azure Firewall, you can connect to a SQL Azure database the same way you connect to your on-premise SQL Server.

• When browsing and working with objects, the look and feel of the Object Explorer is the same as your on-premise SQL Server.


• Toad also includes SQL Azure support for the following features, and provides the same look and feel in these features that you find when using your on-premise SQL Server:

• Group Execution

• Export/Import

• Query Builder

• Master Detail Browser

• Database Diagram

• Object Search

• Schema Reports

• Data Reports

• Schema Compare

• Data Compare

• Execution Plans (both actual and estimated)

• Stored Proc/Function Execution


C o l l a b o r a t i o n

• You can now view RSS and Twitter feeds, including Toad Community postings from within Toad using the new Collaboration window. You can access this window from View | Collaboration. Once open, you can click any entry to open the related content.

When you open the Collaboration window, it polls all RSS and Twitter feeds that you have defined in the Collaboration options page (Tools | Options | Environment | Collaboration). The first time you open the Collaboration window, you are prompted to configure RSS and Twitter options.

In the Collaboration window, you can click at the top of the window to compose a new entry. You can select the drop-down arrow beside the icon to select which feed you want to post to.

To tweet, use the entry field at the bottom of the window. If you click an item in the list, a reply tweet is entered in the field. If the post contains a link, that link is opened in the


Web Browser as well. To post a tweet, press ENTER or click . If you click , you can toggle whether you want to include a screen shot of Toad with your post (After posting, this option always reverts back to false).

A u t o m a t i o n

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.

Script Settings

• You can now select whether the entire script stops or continues if an error occurs in any activity.

• You can set whether the script and all its activities use relative or absolute paths. This is useful if you want to share your automation scripts with colleagues, want to place them on a shared network folder, or use them with version control.


You can also embed the actual SQL if you select SQL files in the Embed Input Files field. This also makes it easier to share the script with colleagues.

Database Activities

• For the Select to File, Execute Script, and Select to Editor with Results database activities, you can now manually enter SQL

• Import and Export activities no longer require a connection.

• You can now export to an existing Excel Macro Enabled File (.xlsm) using the Export Activity.


If macros are enabled, you can select which ones to execute before and after the export.

In this example, the Excel file looks as follows:

• If Verbose logging is selected in Script Settings, you can now view the progress of the import or export in real-time in the Output window.


File Activities

• A new Run Automation Script activity lets you run another automation script (.tas file) in your current automation script.

• You can now use a wildcard to select multiple files in the same directory to copy (Copy File) or delete (Delete File).

• You can now add multiple items to the Find and Replace activity.


• You can use HTML as the body of your email when using the Send Email activity. To do so, use the Toad Report activity and select HTML as the output format type. You can then select that HTML file as the body for the email.

• If you have an Import Wizard activity, and specify a file to save unimported rows to a discard file on the Save Settings as Template page, you can add the results of the discard file as an attachment to the Send Email activity.

• The FTP activity includes the following enhancements:

• You can use conditions to check if the local or remote directory or file exists. If you set a condition, the FTP activity only runs if the conditions you specify are met. For example, you would select RemoteFileExists if a vendor places a file on the FTP site each week that contains a mailing list that you need to import into a table, and create a report from.


• You can select whether to download, upload, or move files based on a date or file name in the options page that opens from the Options field.

System Activities

• A new Pause activity stops an activity for a set number of seconds before continuing. This is useful if you are using parallel activities and need to wait a few seconds for the results of one branch to for a record to populate while the other branch is waiting for record to export data.

• You can now add multiple variables to the Set Variable activity.


If you do not want to enter a value in this window, you can also enter a SQL statement to use as the variable. If you enter a statement, the value from the first row and column returned in the query is used as the variable value. This is useful if you need a variable with a date.

• The Run Program activity includes the following enhancements:

• Applications are now opened as minimimized.

• The Arguments field now supports variables.

Note: You must enclose variables with a # sign (for example, #sleep#).

• The Arguments field also supports running macros in Access databases. If you want to run a macro in Access, enter databasename /x macroname in this field. For example, if you have a macro that beeps when run in your Northwind database, you would enter Northwind 2007.accdb /x beep.

• You can now add a Parallel activity to a connection.

• You can now enter SQL in the Loop Dataset activity, and can set a dataset variable in the Activity Properties pane.


D a t a b a s e N a v i g a t i o n

Object Explorer

• You can now click a column heading to sort the columns, data types, or comments alphabetically for a table in the Object Explorer.

• When filtering objects, you can now set IN as a search condition.

• (Access) Linked tables now display for Microsoft Access 2003, 2007, and 2010.

Database Explorer

(Netezza 5.0 or later) The following enhancements are available:

• You can view a Script tab in the Object Details pane.

• You can now view, alter, and execute stored procedures.


ER Diagram/Database Diagram

• The ER Diagram has been renamed to Database Diagram.

• When adding additional objects to the Database Diagram, the objects are not automatically rearranged in the pane.

• When adding more than 50 objects to the Database Diagram, you can now cancel the operation from a progress bar.

Q u e r y D e v e l o p m e n t

General

• When executing a query in the Editor or Query Builder, you can now pin a result set tab so it is not overwritten by a subsequent query. This is helpful when there are a few lookups that you want to remain active.

• The Pivot & Chart tab in the Editor and Query Builder now uses data from the result set that was last executed.

• (ODBC) Multiple named parameters are now supported.

• (Oracle) If a database error occurs when executing a query, you can now click a link in the error message dialog to view more information.

Query Builder

• When specifying date ranges in a Where condition, the following enhancements are available:

o You can now modify a pre-defined calendar, including quarters, periods, etc., or can create a custom calendar.


o You can click the date range link in the Query tab of the Query Builder to open a window that displays the actual syntax, and copy that syntax to use in other queries.

• You can now add a Group By clause to all selected columns in each table/view, by right-clicking the Diagram pane and selecting Add Group By. An indicator displays to the right of each selected column.

• (Oracle, SQL Server, and DB2) After executing a query using the Create Table As Statement option, the new table now displays in the Object Explorer.

Editor

• Toad has implemented a large script mode to improve performance when opening files larger than 2 MB. By default, when you open a large file, some features such as word wrap, syntax highlighting, and the Code Navigator are disabled in the Editor. When a large script loads, a message indicates that you are in large script mode in the right margin of the Editor. You can disable large script mode by clearing the option in Tools | Options | Editor | General.


• You can now right-click the Editor window to execute the SQL statement.

• Code Completion includes the following enhancements:

• Performance has been improved.

• You can now multi-select some objects in the code completion list. If an object can be multi-selected, a check box displays next to it. You can then select the checkbox or press CTRL+SPACE to select the object.

• For objects such as schemas and databases, you can now expand these objects to see other items that are associated with them from code completion. You can view these items by clicking the + sign or by pressing CTRL+RIGHT.

• You can use the new toolbar at the bottom of the code completion list to change the following code completion options (in order): Apply filter to editor, Include system objects, Merge secondary items.


• You can use the resize grip in the lower-right corner to resize the code completion drop-down list. The new size is also remembered between Toad sessions.

• Code items no longer fetch their parameter information when the list of code completion items is generated. That information is now fetched when it is needed, which leads to greatly improved performance. We also generate more detailed comments on code completion for these, including data type, direction, and parameter comments.

• Code completion no longer includes all the prefixing elements of objects in the code completion drop-down list, which leaves more space for the relevant part of the name.

• When you select several items in a Where clause, code completion now combines them correctly into a code snippet.

• The code completion drop-down list now disappears if you click anywhere outside the drop-down control. Also, if you move the caret in the editor outside of where it could form a valid drop-down entry it also disappears (for example, if you move to the left of the insertion point).


• Code completion now indicates which columns are primary keys.

• Columns now display for table valued functions.

• Parameter hints now display when inserting code through code completion.

The parameter hint contains a description of the parameters with the parameter currently being edited displaying in bold. Below that is a description of the code if it exists, and on the last line a description of the currently focused parameter displays.

• Code Complete now recognizes UNICODE data types for INSERT/UPDATE/DELETE expansions.

• You can now select a date using a calendar in the Bind Variables window.

• The bind variable window now uses the value from the last time you executed the statement.

• Group execute includes the following enhancements:

• Faster completion because execution is now performed in parallel.


• You can now run group execute against individual databases.

• You can hide any servers and databases that are not selected to simplify the display. When selected, a filter indicator displays the number of hidden targets above the tree.

• You can also merge group execute results into a single result set.


• You can now set a SLEEP function when using Toad Scripts to pause a set number of seconds between statements.

• (ODBC only) You can use the Pass through to Database toolbar button to send the contents of the Editor to the database without trying to parse it first. This is useful, for example, if you are creating macros in Netezza to avoid errors when executing the statement.

Code Snippets

• Code snippets for the current database provider only now display. Previously, snippetsfor all database providers displayed in the window.

• Any snippets saved to the Shared Snippets Folder specified in Tools | Options | Environment | Network Share are now automatically loaded in the window to improve collaboration.

• You can send a code snippet to a shared folder, zip file, email address, or other locations from the right-click menu.


D a t a M a n a g e m e n t

General

• You can now copy UNICODE data as INSERT statements when right-clicking rows and selecting Copy Rows.

• You can create custom data type formats in Tools | Options | Environment | Grid.

• When executing multiple queries in the Editor or Query Builder, if you close a result set, the tab numbers are not reordered.

• You can press CTRL+F to search data in the Result Sets of the Editor or Query Builder.

Export Wizard

• You can now export data from one database platform and import it into another database platform. For example, you can export data from SQL Server, and can then import it into an Oracle database.

• You can now open Export Template Files (.txp) from the File | Open menu.

• When exporting data to an Excel file, the following enhancements are available:

o Numerical columns display as Number formats.


o Date columns display as Custom formats, and use the format you specify in the DateTime tab in Tools | Options | Environment | Grid.

o Export to existing Excel Macro Enabled files (.xlsm) is now supported. If macros are enabled, you can select which ones to execute before and after the export.

You can also use xlsm files in Automation scripts.

• If you select Access Database File as the output format, you can export into an existing table and either append or truncate the data in the existing table. You can also export to a new table in an existing Access Database file.


Import Wizard

• You can now open Import Template Files (.tim) from the File | Open menu.

• The Import wizard UI has been rewritten, and includes the following enhancements:

o In addition to a single file, you can now import all files of the same type from a directory folder.

o You can import a SQL query by selecting an existing SQL file or by entering the query. You can also preview the result to ensure that your SQL is valid.


o You can add a new column to include in the import, or can remove an existing column.

o Toad automatically and intelligently maps data types to a default type. You can also manually map the data type.

o When importing an Excel file, you can click a new Excel icon on the File Preview window to open Excel and manually select a range of data. This is useful if you have a file with multiple reports. You can also transpose columns to rows.


You can also filter individual columns by clicking the filter icon beside the column name or by clicking Edit Filter.

• You are now prompted to enter a password if you select an Excel file that is password protected.

Pivot Grid

You can now right-click a field in the Pivot Grid and select Refresh Data to get the latest data from the database.

Data Compare

• When selecting the source and target databases in the Data Compare Wizard, you can name the comparison project, select whether to display system objects, and if you opened the wizard from the Tools menu, you can copy or switch the source and target database.

• Data Compare now supports Excel 2010 and Access 2010.

• Data Compare provides improved performance when extracting schemas from Oracle databases.

• You can now multi-select rows of objects in the Select Objects page and click Map Selected to map multiple objects at a time.

Data Reports

• Reports for the current database provider now display in the Reports Manager window. Previously, reports for all database providers displayed in the window.

• Any snippets saved to the Shared Snippets Folder specified in Tools | Options | Environment | Network Share are now automatically loaded in the window to improve collaboration.


T o o l s

Project Manager

You can now add a link to a directory, and can then click the link to open Windows Explorer in Toad, and then select a file to open. The Directory option has also been renamed to Directory Items.


© 2010 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.

If you have any questions regarding your potential use of this material, contact:

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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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