Quest Toad for MySQL database software Installation Guide

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Toad® for MySQL 8.0

Installation Guide

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Toad for MySQL 8.0

Installation Guide

Friday, April 14, 2017

Toad for MySQL 8.0 Installation Guide

Contents

3

5

20

17 About Us

We are more than just a name

Our brand, our vision. Together.

Contact Quest

Technical Support Resources

Index

29

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Toad for MySQL 8.0 Installation Guide

Contents

1 Installation

System Requirements

Review the following client and database server requirements for Toad

® for MySQL.

Client Requirements

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

Requirement

Platform

Memory

Details

1 GHz minimum

512 MB of RAM minimum, 1 GB recommended

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

800 MB to install Toad

Hard Disk Space

Operating System

Windows Server® 2008 R2 (64-bit)

Windows® 7 (32-bit or 64-bit)

Windows® 8 (32-bit and 64-bit)

Windows® 8.1 (32-bit and 64-bit)

Windows® 10

Important: Toad uses the Microsoft® Distributed Transaction Coordinator (DTC) when opening a SQL file to get Full-Text Search status, but DTC is disabled by default on

Windows Vista, Windows Server 2008 and Windows 7. If you are using either operating system, ensure that Network DTC access is enabled on the Toad client. See http://technet.microsoft.com/en-us/library/cc753510(WS.10).aspx for more information about enabling DTC access.

Toad for MySQL 8.0 Installation Guide

Installation

Requirement

.NET Framework

Additional

Requirements

Details

The Microsoft® .NET Framework is required. The version is dependent on the operating system.

.NET 4.5.1 or later Windows 10

.NET 4.5.1

Windows Vista SP2, Windows 7, Windows 8, Windows Server

2008 (SP2 or earlier), Windows Server 2008 R2, Windows

Server 2012

.NET 4.0

Windows XP, Windows Vista (SP1 or earlier), Windows Server

2003

Notes:

This information is provided to aid installation. Toad is not tested on Windows XP. Windows Vista (SP1 or earlier), and Windows Server 2003.

The .NET Framework 4 Client Profile is not supported.

Web Browser

Microsoft® Internet Explorer® 6.0 or later

Screen

Toad supports screen resolutions up to 3200 x 1800 and display DPI settings up to

150%.

Server Requirements

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

Requirement

Database Server

Details

Cloud Database

Service

MySQL 4.1, 5.0, 5.1, 5.5, 5.6

Clustrix 5.2

MariaDB 5.5.5

Toad can manage Amazon RDS and any other cloud or service offering compatible with MySQL, including Amazon Aurora.

Virtualization Support

Requirement Details

Application

Virtualization

Limited testing has been performed for Citrix® XenApp™ 5.0 on Windows Server 2003 and Citrix XenApp 6.5 on Windows Server 2008 R2.

Limited testing has been performed for Citrix support on Windows Server 2003

Enterprise Server (Service Pack 2) using the MetaFrame Presentation Server 5.0 and

Citrix Presentation Server Clients 10.2.

See " Install Toad on Citrix® Systems " on page 13 for more information.

Note: Toad may work in virtualization environments other than the ones in which it was tested.

Toad for MySQL 8.0 Installation Guide

Installation

User Requirements

User Requirements to Install Toad

Only Windows Administrators and Power Users can install Toad.

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: l

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: 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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Installation

Install Toad

To install Toad

1. Run the ToadInstaller.exe.

2. Complete the wizard.

Specify Application Data Directory

Location

Toad for MySQL 8.0 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 for MySQL (Computer\HKEY_CURRENT_USER\Software\Quest Software\Toad for

MySQL\8.0), 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.

Operating System

Windows Vista

Windows Server 2008

Windows 7

Windows 8

Default Location

C:\Users\username\

AppData\Roaming\Quest

Software\Toad for MySQL 8.0

New Location when

LOCALSETTINGS = 1

C:\Users\username\

AppData\Local\Quest Software\ Toad for MySQL 8.0

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).

Toad for MySQL 8.0 Installation Guide

Installation

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

Executable file

(.exe)

Microsoft Installer file (.msi)

Advantages

Silent installation using the .exe file has the following advantages: l

Verifies whether the prerequisite software is installed, and if not, redirects you to the download location.

Supports deployment of Toad settings files and license keys.

Disadvantages

Silent installation using the .exe file has the following disadvantages: l

Cannot deploy custom Toad settings files or license keys.

Installer automatically exits if the prerequisite software is not installed.

Silent installation using the .msi file has the following disadvantages: l

Requires manual verification and download of any prerequisite software.

Requires a manual uninstall of the previous version of Toad using

Add/Remove Programs.

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 4.5

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. (This file can be downloaded from the Quest Software Web site or can be found on the Toad installation CD-ROM.)

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_

Toad for MySQL 8.0 Installation Guide

Installation

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

/L “C:\temp\

installLog.txt”

Description

(Optional) Write installation messages to the specified log. You can append other options, such as x for debug (used in the previous example) or v for a verbose log. See the log section at http://msdn2.microsoft.com/enus/library/aa367988.aspx

for more information about additional logging options.

Also, 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.

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

INSTALLDIR

ALLUSERS

Description

(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 (x86)\Quest Software\Toad for MySQL8.0.

(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.

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 peruser installation.

USERNAME (Optional) Specify the user that intends to use Toad on the target computer.

Notes:

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.

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.

If ALLUSERS is 1, the USERNAME value is ignored during installation.

COMPANYNAME (Optional) Specify the name of the company that owns this installation.

Notes:

All default installation option overrides are case-sensitive.

Enclose all values (except for the ALLUSERS value) in double quotations.

Toad for MySQL 8.0 Installation Guide

Installation

Silent Installation Using the Microsoft Installer

Perform Silent Installation Using MSI

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

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/enus/library/aa367988.aspx for a complete list of command-line options.

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

INSTALLDIR

ALLUSERS

USERNAME

Description

(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 (x86)\Quest Software\Toad for MySQL8.0.

(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.

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 peruser installation.

(Optional) Specify the user that intends to use Toad on the target computer.

Notes:

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 for MySQL 8.0 Installation Guide

Installation

Option Description

Toad shortcut on the desktop after the installation completes.

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.

If ALLUSERS is 1, the USERNAME value is ignored during installation.

COMPANYNAME (Optional) Specify the name of the company that owns this installation.

Notes:

All default installation option overrides are case-sensitive.

Enclose all values (except for the ALLUSERS value) in double quotations.

Create Transform (MST) Files

You can create a Microsoft transform (.mst) file that deploys the license key, custom settings, and connections for users when performing a silent install using the .msi file. You can also use the .msi file to perform a basic silent install using the default directory (or install to a different directory) and to specify command-line options

and default installation overrides. See " Perform Silent Installation Using MSI " on page 11 for more information if

you are not creating a transform file.

Note: (MSI installs on Windows Vista and 7) If you are using MSI to install Toad on Windows Vista or 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.

The following procedure uses the Wise Installer to create the transform file.

To create a transform file that includes custom Toad settings

1. Save and install the ToadInstaller.msi file on a computer where the Wise for Windows Installer is installed. After customizing Toad settings, you will use the Wise Installer to create the transform file.

2. Open Notepad, and do the following: a. Enter the license key in the first line.

b. Enter the site message in the second line.

c. Save the file with license.key as the file name in the Toad install directory. Make sure the file extension is .key not .txt.

3. Launch Toad. The application should open without prompting you to enter a license key.

4. Select Tools | Configuration Wizard from the Toad menu and complete the Configuration wizard. This wizard creates an initial settings file (Settings.xml).

5. Select Tools | Options from the menu in Toad to open the Options window.

6. Select each page in the window and set any options you want to deploy. These options create a module settings folder and files.

7. Select View | Connection Manager from the menu in Toad to open the Connection Manager.

8. Create any connections you want to deploy.

9. Exit Toad. Upon exiting, a Connections file is created.

10. Create the Microsoft Transform file, using any appropriate tool. The following steps describe how to use the Wise for Windows Installer to create the file.

Toad for MySQL 8.0 Installation Guide

Installation

a. Select File | New.

b. Select Custom Templates under Categories, and then select the Transform template in the New

Installation File window.

c. Select the ToadInstaller.msi file in the Select the .MSI file to base this transform on window.

d. Save the project.

e. Select Files from the Feature Details view.

f. Locate the following files and click Add to add them to the project:

File to Add

Settings.xml

ModuleSettings folder and files

Connections.xml

Windows Vista, Windows Server 2008, Windows 7, Windows 8

C:\Users\ username\AppData\Roaming\ Quest Software\Toad for

MySQL 8.0.

C:\Users\username\AppData\Roaming\ Quest Software\Toad for

MySQL 8.0\ModuleSettings.

C:\Users\username\AppData\Roaming\ Quest Software\Toad for

MySQL 8.0.

g. Save the project and compile it to create the transform (MST) file.

11. Perform a silent install. See " Perform Silent Installation Using MSI " on page 11 for more information.

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.

Note: Limited testing has been performed for Citrix XenApp™ 5.0 support on Windows Server

Citrix XenApp 6.5 on Windows Server 2008 R2.

2003 and for

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.

If you need to provide the same Toad functionality to all users, you can enter the default license key for all users.

If you have users with different license requirements (for example, some have Standard licenses and others have Professional licenses), individual licenses should be entered for each user. You should not enter the default license key because it enables all functionality in Toad.

Toad for MySQL 8.0 Installation Guide

Installation

Upgrade Toad

To upgrade Toad

1. Run the ToadInstaller.exe installation program from the DVD or downloaded file.

2. Select Uninstall Toad and continue with install.

3. Complete the wizard.

If you are upgrading from a previous version of Toad, you are prompted to migrate your settings the first time you start Toad. The settings files include database connections, layout customizations, shortcut keys, and options customized in the Options pages.

To migrate the settings again, remove or rename the current version's Application Data folder and migrate the files from the previous version's Application Data folder.

Upgrade Automation Scripts and

Scheduling Tasks

If you upgrade to a newer version of Toad, Automation scripts created in a previous version must be upgraded before you can open them in the newer version. Toad prompts you to automatically upgrade a script when you attempt to open it in a newer version.

In addition, scheduled scripts are scheduled to run using the version of Toad in which they were created. After upgrading Toad, those previously-created, scheduled scripts will not execute in the newer version until you migrate each script's scheduling task. Toad prompts you to migrate scheduling tasks when you initially launch the application after installation.

Upgrade Automation Scripts to Newer Version of Toad

An automation script is compatible with the version of Toad in which the script was created. If you want to open and/or modify a script using a newer version of Toad, you must upgrade the script. Toad automatically prompts you to upgrade the script the first time you open it in the newer version.

To upgrade an Automation script

1. Open the script in Toad. Toad prompts you to upgrade the script.

2. To upgrade the script, select Yes.

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Installation

Caution: An automation script is no longer compatible with previous versions of Toad after an upgrade.

3. Select No (and do not elect to save the script), to keep the script compatible with the previous version.

4. If you selected Yes, Toad upgrades your script and saves a backup copy of the original script in the following location:

<application data directory>\Automation\bak\

5. If the script you upgraded is also scheduled, you must migrate the scheduling task, otherwise the upgraded script will fail to run.

Migrate Scheduling Tasks to Newer Version of Toad

Each scheduled Automation script uses a Windows scheduling task. The scheduling task specifies which version of Toad to use by specifying the version's application path. Toad provides you with two easy ways to migrate your scheduled scripts' scheduling tasks when you upgrade Toad. First, Toad prompts you to migrate scheduling tasks upon initial launch of the application after installation. Next, you can migrate scheduling tasks at any time using the Job Manager.

Notes:

If you upgrade a previously-created script by opening it in a newer version of Toad, you must also migrate the scheduling task to the newer version.

If you install the newer version of Toad side-by-side with the older version, previously-created, scheduled scripts will continue to execute using the older version, until you migrate the scheduling tasks

(provided that you do not open the scripts in the newer version).

To migrate scheduling tasks upon initial launch

1. After upgrading Toad, and upon initial launch of the application, the Migrate Scheduled Tasks dialog opens.

2. Select the scheduled tasks (scheduled Automation scripts) to migrate to the new version of Toad.

3. Click OK to close the dialog.

4. Toad immediately prompts you for your Windows password. Enter your password to migrate the scheduled tasks.

To migrate scheduling tasks using the Job Manager

1. Select Tools | Administer | Job Manager.

2. Click on the Job Manager toolbar.

3. Select the scheduled tasks to migrate and click OK.

Note: Only currently-scheduled tasks (enabled or disabled) are listed in the Migrate Scheduled

Tasks dialog.

4. Toad immediately prompts you for your Windows password. Enter your password to migrate the scheduled tasks.

Manually Edit Scheduling Tasks

On occasion you may need to modify the application path in a Windows scheduling task. You can do this by manually editing the scheduling task using the following procedure.

Toad for MySQL 8.0 Installation Guide

Installation

To manually edit a scheduling task

1. In the Job Manager (Tools | Administer | Job Manager), right-click a task and select Edit Task.

2. To change the version of Toad used to run the script, in the Actions tab, change the folder name in the

toad.exe path.

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 for MySQL 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 for MySQL.

To uninstall Toad

1. Run the ToadInstaller.exe.

2. Select Uninstall Toad for MySQL only.

3. Complete the wizard.

Licensing

To enter your license key

1. Select Help | Licensing from the menu (ALT+H+L).

2. Review the following for additional information:

Authorization key

Site message

Enter the license key for Toad.

Enter the site message included with the license key.

Note: Your license key determines the edition of Toad and will enable the functionality accordingly. In many cases, if functionality is disabled within Toad, you may not have an appropriate license to use it.

When Toad is running, you can see which components are licensed by selecting Help | About. For complete list of features shipped with your Toad edition see http://www.quest.com/.

Toad for MySQL 8.0 Installation Guide

Installation

2 Create and Troubleshoot 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. When you open a database connection in Toad: l

Toad creates an initial database connection for general use.

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

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

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.

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.

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

Toad for MySQL 8.0 Installation Guide

Create and Troubleshoot Connections

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

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 MySQL 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 19 for more information about troubleshooting MySQL

connection issues.

To create a MySQL connection

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

2. Select MySQL from the Group list box.

3. Review the following for additional information:

Login Tab

Connection type

Host

Password

Description

Select the protocol to use when connecting.

Connection timeout

SSL

Compress

Use MySQL libraries

Troubleshoot MySQL Issues

Review the following solutions to help troubleshoot MySQL connection issues pertaining to database connections in Toad.

Issue

"InvalidCastException" error when connecting to MYSQL 4.1.14-nt database

"System.IO.DirectoryNot

FoundException"error occurs each time you attempt to connect after installing

Toad into a directory other than the default directory.

Cause/Solution

This is a known issue in MySQL.

Solution:

Review the known issue and download a patch from: http://bugs.mysql.com/bug.php?id=12771

Solution:

1. Exit Toad.

2. Locate the MySQL.xml file in the C:\Documents and

Settings\username\Local Settings\ Application

Data\Quest Software\ Toad for MySQLversion\

ModuleSettings

3. Rename or delete the MySQL.xml file.

4. Restart Toad.

Toad for MySQL 8.0 Installation Guide

Create and Troubleshoot Connections

3 Configure Version Control

About Version Control

Toad integrates with your existing version control system so you can maintain multiple revisions of objects. See

" Configure Version Control for Objects " on page 23 for more information on configuring version control in Toad.

For Version Control of your files handled by Toad see

Version Control for Toad Files .

Important: See "Troubleshoot Version Control" on page 27 for more information about issues when upgrading

version control from a previous version.

Notes:

If you want to place database objects under version control, you must configure version control for

objects using the Object Explorer. See "Manage Objects under Version Control" on page 25 for more information.

If you rename a version controlled object, Toad drops the original object and its history from version control and prompts you to add the renamed object to version control. This newly renamed object does not have any history associated with it.

Prerequisites

You must install a supported version control client on the computer where Toad is installed. The following table lists the supported version control providers and the versions tested with Toad.

Supported

Provider Server Version Tested Client Version Tested

Apache

Subversion™

Subversion 1.7.5 on

Windows

CollabNet Subversion Command-Line Client 1.7.5

Note: Any Subversion client must have svn.exe in its installation directory to use version control in Toad.

Git

Team

Foundation

Server (TFS)

File system based

Toad works only with the local repository. For commands such as clone, pull and push use an external tool.

TFS 2008, 2010, 2012,

2013

Visual Studio

(2008, 2010, 2012, 2013) Team Explorer Client

Toad allows to utilize practically any version control system using the external client tool. In this case Toad Version Control tool works with the directories at local HDD while you commit changes to the repository with version control client tool.

Note: Toad connects to your version control system based on login information included in the configuration.

Your version control client does not need to run for Toad to connect.

Details of Team Foundation Server support:

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Visual Studio/Team Explorer version

Visual Studio 2015

Visual Studio/Team Explorer

2013

Visual Studio/Team Explorer

2012

TFS 2013 support notes

Supported

(RTM or latest update)

Supported

(RTM or latest update)

Requires latest

Visual

Studio

2012 update.

Supports

Git with

Visual

Studio

Tools for

Git extension

TFS 2012 support notes

Supported

(RTM or latest update)

Supported

(RTM or latest update)

Supported

(RTM or latest update).

Supports

Git with

Visual

Studio

Tools for

Git extension

TFS 2010 support notes

Supported

(RTM or latest update)

Supported

(RTM or latest update)

Supported

(RTM or latest update).

Supports

Git with

Visual

Studio

Tools for

Git extension

Note: Additional functionality and compatibility with older clients is possible but out of scope of what we are able to test.

Version Control for Toad Files

Toad can integrate with your existing version control system allowing you to maintain multiple versions of Toad files. After you integrate Toad with your version control system, you can perform version control tasks directly from within Toad, such as commit file changes and retrieve revisions.

Toad supports the following version control systems for managing Toad files: l

Apache Subversion™—Toad has been tested with Subversion 1.7.5 and 1.8.

The following types of files can be managed using version control from within Toad: Editor (.tef, .sql, .txt), Query

Builder (.tsm), ER Diagram (.ter), and Automation (.tas).

Toad supports version control for database objects, as well as files. Version control for objects is configured separately from version control for files. For more information about version control for objects, see

Configure

Version Control for Objects

To configure version control for Toad files

1. Ensure that an Apache Subversion client is installed on the same computer as Toad.

2. In Toad, open one of the supported file types. Then right-click the document window tab and select File

Version Control | Version Control Wizard. This action opens the Version Control Wizard which allows you to configure Toad for your version control system.

Note: Even if you previously configured version control for objects, you must run the Version Control

Wizard again to configure version control for files.

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3. Use the wizard to provide information about your version control system to Toad. Review the following for additional information:

Field/Button

Version Control System Page

Type

Properties

Server

Select Subversion.

Click the Properties button and enter the path to the Subversion executable (svn.exe) on the client computer. For example, if using

TortoiseSVN, the path might be:

C:\Program Files\TortoiseSVN\bin

Note: Do not include svn.exe in the path.

Enter the URL for the Subversion repository on the Subversion server.

Enter the user name and password for your Subversion account.

Default Version Control

Settings Page

Version Control Folder

Working Folder

Select the folder on the Subversion server where you want to check in files.

If you currently have files under version control, select the folder on the server where these files are located.

Select a folder on the client computer to use as the root working folder. This is the location into which you will check out files.

If you currently have files under version control, select your existing working folder.

To add a file to version control

1. After configuring version control for files, you can start adding files to version control from within Toad.

Right-click a document window tab and select File Version Control | Add file to working folder.

2. Select a location in your working folder in which to save the file. Click Save.

3. In the Commit dialog, enter a comment and click OK to add the file to version control.

To browse the repository

1. Right-click the document window tab (of one of the supported file types) and select File Version Control

| Repository Browser.

2. In the Repository Browser you can right-click a file to perform one of the following actions. Available actions depend on the file's status.

Action

Open

Commit

Undo Changes

Get Latest Version

Description

Open the file in Toad.

Commit your changes. Available for Modified or Untracked files.

Discards your changes and reverts to the previous revision of the file

(previous commit). Available when the file status is Modified.

Check out the latest revision from the remote repository. Available when the file status is OutOfDate.

To commit your changes

After modifying a file, right-click the document window tab and select File Version Control | Commit.

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To compare revisions (Editor files only)

After modifying and saving an Editor file, you might want to compare your changes to the remote copy

(last commit) before committing your changes. Right-click the document tab and select File Version

Control | Diff with latest revision.

You can compare two revisions of an Editor file (.tef, .sql, or .txt) by using the History dialog.

1. To open a file's History dialog, right-click the document tab and select File Version Control |

Show history.

2. Select two revisions to compare. Then right-click the revisions and select Compare revisions.

3. For an OutOfDate file, right-click the latest revision in the History dialog and select Compare with

working copy to compare the remote file to your working copy.

To check file status

The status of a currently open file displays in the status bar of the document window. You can also place the cursor over the document tab to display status.

You can check the status of one or more files by using the Repository Browser. To update file status in the Repository Browser, right-click a folder and select Update folder.

Review the following file status definitions.

File Status

Untracked

UpToDate

Modified

OutOfDate

Unknown

Deleted

Definition

The file has not been added to version control. Right-click the file in the Repository

Browser and select Commit to add it to version control.

The file in your working folder is synchronized with the file in the remote repository. No changes are detected. No action is required.

The working copy of this file was modified. The changes are stored in the working folder only. Commit this file to add the changes to the remote repository.

A more recent revision of this file exists in the remote repository. To update your working copy, check out the latest revision from the remote repository (right-click the file and select Get Latest Version).

The file is under version control, but its status cannot be determined.

The file was under version control, but it was dropped or renamed in the working folder and exists only in the remote repository.

Additional Actions

To open the folder where a file is located, open the file and then right-click the document tab and select

File Version Control | Open in Windows Explorer.

Configure Version Control for Objects

To configure version control for files, see

Version Control for Toad Files

To configure version control for Objects

1. Ensure that a supported version control client is installed on the computer where Toad is installed. See

" About Version Control " on page 20 for more information about tested version control clients and

supported versions.

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2. Right-click one or more objects in the Object Explorer and select Version Control | Version

Control Wizard.

Note: Version control is configured .

3. Review the following for additional information:

Version Control

System Page

Type

Description

Properties

Server

Repository Settings

User name/

Password

Select the version control system name: l

Apache Subversion™

Note: The version number beside Subversion is an internal file definition used by Toad to check if an update for this file is available. It is not the actual version number for the version control provider.

Git l

Team Foundation Server

Note: If you select TFS, you must specify the workspace name for the provider in the Team Foundation Server Properties window that displays.

File system based

(Subversion only) Click this button (beside the Type field) and complete the binary path. Enter the path where the Subversion client that contains svn.exe is installed. For example, if you installed the CollabNet Subversion Client, you would enter:

C:\Program Files\CollabNet Subversion Client

Note: Do not include svn.exe in the path.

Select one of the following: l

Subversion—Specify the existing working folder for the version control repository or specify the server string (for example: svn://MyServer).

TFS—Specify the server where your version control provider is installed and the port number (default is 8080) to use in the following format: o http://MyServer:Port for TSF 2008 o http://MyServer:Port/TFS for TFS 2010, 2012 l

File System Based—Specify a directory at your local machine.

Set your local Working Folder and your Version Control Folder will be automatically filled.

Enter your Subversion command-line user name and password and click

Login.

Note: For TFS only, if you leave the user name and password fields blank,

Toad uses your default Windows credentials.

Description Version Control

General Options

Page

Prompt to Commit on

You will be asked to commit your changes before each version controlled file is closed

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Configure Version Control

Version Control

Configurations

Options Page

Version control folder

Working folder

Description

Select the folder on the version control server where you want to check objects in.

If you already have objects under version control, select the folder on the server where these objects are located.

Note: Version control automatically checks out objects in this folder and any subfolders to the location you specify in the Working folder field.

Select the root repository folder on the client computer to use as the default working folder for checking objects out. If you already have objects under version control, select the existing working folder for these.

4. Manage object and scripts using Version Control. See " Manage Objects under Version Control " on page

25 for more information.

Manage Objects under Version Control

Note: Version Control should be configured in Toad before you start managing objects. See "Configure Version

Control for Objects" on page 23 for more information.

To add objects under version control

» Right-click an object and select Commit.

Tips:

The objects under version control are marked with sign at the top right corner of the object's icon.

If you rename a version controlled object, Toad drops the original object and its history from version control and prompts you to add the renamed object to version control This newly renamed object does not have any history associated with it.

To manage objects under version control

1. Determine object's version control status. Hover a mouse over the object in the Object Explorer to see its status. Review the following for additional information:

Version Control status

Uninitialized

Untracked

Ignored

UpToDate

Modified

Merge

Description

The object status is undetermined yet. This is a temporary status that is issued for all objects during version control status processing.

The object is not added to version control.

The object is added to ignore list and excluded from version control.

The object is under version control and is synchronized with version control repository. No changes are detected.

The object is under version control and has been modified by user.

The changes are stored in local database only and need to be synchronized with version control repository.

The object is under version control and has been modified in both local database and version control repository.

Note:: Toad's Version Control feature does not allow to merge object scripts.

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Version Control status

OutOfDate

Unknown

Deleted

NotInView

Description

The object is under version control and has been modified in version control repository.

The object is under version control but for some reason its status cannot be determined (for example, you created a script in your local database while the script with the same name already exists in version control repository, or you upgraded to a higher version of Toad and configured version control for the same repository while you have some uncommitted changes in the database).

Tip: If you are sure that the object is up to date but is listed as unknown, commit the object in version control system to resolve unknown status.

The object was under version control, but it was dropped or renamed in local database and exists only in version control repository.

Tip: You can see deleted objects in the Controlled objects pane only.

To access it right-click any object and select Show perspective. Once you commit changes in Controlled objects pane, the object with all history will be deleted from version control repository.

The object is under version control and exists in version control repository only.

2. Right-click an object and select one of the following actions:

Use To...

Show perspective

Diff

Diff with latest revision

Select to review all controlled objects for current configuration.

Select to review differences between the object script in your local database and the object's revision that was applied to it.

Note: Diff is unavailable for File System Based configuration.

Select to review differences between the object script in your local database and the latest revision in the version control repository.

Example: You got the latest object revision from the repository 2 days ago. By the time you did it, the latest revision was 5. Yesterday your colleague worked with the same object and committed changes in the repository, which are now marked as revision 6.

Today you altered the object's script and want to see the differences. You can select one of the following: l

Diff—To compare the object in your local database with revision 5.

Diff with latest revision—To compare the object in your local database with revision 6.

Show history Select to review all commits for selected object.

Tip: Select Show history on database to review all commits.

Note: Show History is unavailable for File System Based configuration.

Get latest revision

Commit

Undo changes

Select to apply object's changes from the version control repository to your local database. The synchronization script is generated to update selected object to the latest revision.

Select to apply object's changes from your local database to the version control repository.

Note: You should write a comment when committing changes.

Select to rollback changes in your local database. The synchronization script is generated to revert object to the revision which was a applied

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Configure Version Control

Use

Update status

Add to ignore list

Remove from ignore list

Open in Windows Explorer

To...

last time.

Select to compare a script in your local database with the script in the repository. New status will be issued according to the comparison results.

Select to exclude object from the version control. Ignored objects are not listed in Controlled Objects pane, Commit and Get latest revision are disabled.

Select to set object status as Untracked and add it to version control.

Select to navigate to the file in the Windows Explorer.

Tip: You can enable, disable, or delete a version control configuration under Tools | Options | Version Control

| Configurations.

Troubleshoot Version Control

Troubleshoot Upgrades

For this release, the back-end of version control has been rewritten. If you previously used version control in

Toad, the following may occur: l

Version control settings are not migrated from the previous version of Toad, so you have to reconfigure version control in Toad.

In previous releases, the method Toad used to generate the script was different than the current method.

After upgrading Toad and reconfiguring version control, the local revision of the objects differs from version control repository (The objects have Unknown status). If the object in your database is current, you should commit it into version control.

Troubleshoot Other Issues

Review the following to help troubleshoot issues with version control:

Apache

Subversion™

Issues

System cannot find file

Description

Command execution

If a message stating that, “The system cannot find the file specified” displays, this usually means that the Subversion executable cannot be found in the path you specified in the

BinaryPath field of the Command Based Version Control Properties window. Verify that

svn.exe exists in the directory you specified in this field.

When executing Subversion commands, user input is not allowed. This presents an issue when the user is using Subversion with the SSH method and must enter a password to establish the Secure Shell.

Workaround:

Generate identity keys that automatically authenticate between the client and the server when connecting with SSH.

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OutOfMemory exception when adding a large number of objects

SVN is missing in the list of available providers

Object Issues

Adding multiple objects failed

Script Issues

Canceled check-in

When adding a large number of objects, Subversion may encounter OutOfMemory exception.

Workaround:

Commit objects in several steps.

If Subversion is missing in the list of available version control providers, it means that

Subversion.xml was removed or corrupted.

Workaround:

Contact Support to get a new Subversion.xml and place it under <Toad install

path>/Templates/Version Control/

Description

When you add multiple objects to version control, the objects are grouped and added in batches (for example, all the tables for a particular schema are added at once). If an error

(for example, failure to support Korean characters) causes this command to fail, none of the objects are added.

Description

SQL scripts remain checked out if a change was made to the text, but check-in was canceled during the prompt for a check-in comment. This behavior is by design—that is; the user can either undo the checkout or check in the script using the right-click menu in the Scripts node/folder/tab of the Object Explorer.

Note: If you alter the object again, you receive a prompt to use the “locally changed” script.

Click Yes to use the locally changed copy; click No to refresh the local copy from the source repository; click Cancel to cancel the prompt.

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