Personal TOAD Configuration

Mark MoranChase Home Equity

Information Solutions GroupJuly 20th, 2005

What is TOAD?

• TOAD Stands for Tool for Oracle Application Development

• With version 8.5 – the name has changed to Toad for Oracle as Quest software is also starting to make a Toad application for other databases.

• Designed to aid in the development and management of application on oracle.

• Current Release version is 8.5.3.2

Toad Versions

Toad for Oracle • Toad for Oracle Provides the foundation and basic

tools for Oracle professionals to create and execute queries and build and manage database objects. This includes XML editing, data browsing, data compare, SQL recall, code snippets, and code formatting. This edition also lets you plug into Toad's added utilities.

Toad Versions

Toad for Oracle Professional • Includes all of Toad for Oracle, PLUS• This edition includes PL/SQL Debugger, Script

Debugger for SQL*Plus scripts, CodeXpert, and integrated PL/SQL Knowledge Xpert. It also includes Data Pump for Oracle 10g.

Toad Versions

Toad for Oracle Xpert• Includes all of Toad for Oracle Professional, PLUS:• This edition includes the SQL Tuning Module and

SQL Scanning.

Toad Versions

Toad for Oracle Suite • An entire application lifecycle package in one.• Includes all features of Toad for Oracle Xpert plus a

variety of development tools.• This edition includes Quest DBA Module, Database

Administration Knowledge Xpert, DataFactory®Developer Edition, Benchmark Factory® for Oracle, and QDesigner™ PhysicalArchitect for creating and reverse engineering accurate physical data models.

Get the most out of TOAD!

• TOAD has over 35 different customizations screens and hidden gems that make it a great tool once you know how to navigate the application and establish your personalized settings.

• With each new release of TOAD, Quest has made it easier to setup the application and the upgrades remember your current settings.

The Options Setting in TOAD

The Options Button –Also available from the View Menu

The Options Dialog in TOADData Grids - Data

The Options Dialog in TOADData Grids - Data

Highlights:

• Confirm data deletions from grids

• Popup memo editor on double-click

• Trim string data in CHAR and NCHAR fields

• Choose date & time display format

The Options Dialog in TOADData Grids - Visual

The Options Dialog in TOADData Grids - Visual

Highlights:

• This page allows you to define the look and feel of the data grids used within TOAD. There are a lot of options and features built into the Dev Express grid component.

• One of the best features, I think, is the excel style filtering.

• Most of the options on this page I have left to the default settings. However, the one that I did change was that I like toknow if my fields are null or not. So I turn on the display of null columns as yellow.

The Options Dialog in TOADData Types

The Options Dialog in TOADData Types

Highlights:

• This page allows you to modify the list of field types that youwould use on a day to day basis throughout the TOAD application.

• I normally check/uncheck

The Options Dialog in TOADDBA

The Options Dialog in TOADDBA

Highlights:

• Today, I leave this page with the default settings.

The Options Dialog in TOADEditors - General

The Options Dialog in TOADEditors - General

Highlights:

• Highlight table & procedure names

• I configure TOAD to use a custom external editor

• Treat underscore character as part of object names

The Options Dialog in TOADEditors – Toad Insight

The Options Dialog in TOADEditors – Toad Insight

Highlights:

• Today, I leave this page with the default settings.

The Options Dialog in TOADEditors – Code Snippets

The Options Dialog in TOADEditors – Code Snippets

Highlights:You can use the Code Snippets page to add, edit, or remove any of the code snippets.

Snippets (Oracle functions) are organized by category and then categories are stored in an .xml file (templates.xml).

Categories include:

Single row character functions, Single row number functions,

Group functions, Date functions, Date format options,

Data conversion functions, Other miscellaneous functions,

Number format options, Oracle pseudo columns,

SQL optimizer hints, Defined exceptions, and

User provided function list

The Options Dialog in TOADEmail Settings

The Options Dialog in TOADEmail Settings

Highlights:

Set email options globally for the various Toad tools and managers that allow email notification from this options page. These tools and managers include:

Instance Manager

Database Health Check

Database Monitor

Rebuild Multiple Indexes

Compare Schemas

The Options Dialog in TOADExecutables

The Options Dialog in TOADExecutables

Highlights:TOAD provides a wizard based approach in using the Oracle Client’s command line based utilities. The files listed below are normally found in your Oracle Client’s bin directory. To be able to use the wizards within TOAD, it must know the location of the files to use. The available executables are:

SQL*Plus, SQL*Loader,

Import (used in the Import Utility Wizard),

Export (used in the Export Utility Wizard),

TKProf, TNS Ping (used in the Database Monitor window),

Ping (used in the Database Monitor window), Wrap, and

Export Pump 10g & Import Pump 10g

The Options Dialog in TOADFiles

The Options Dialog in TOADFiles

Highlights:Nearly all - but not all - of the File Open and File Save dialog windows displayed through Toad are for the purpose of manipulating SQL files. The grid dialog box lets you customize the file extensions that display in the system dialog box windows. To add another filter, begin typing in a blank row. To delete a filter, highlight the text and press the <DELETE> key.

•Here are the default filters:

File Type Filter

SQL *.sql

Text Files *.txt

All Files *.*

The Options Dialog in TOADGeneral

The Options Dialog in TOADGeneral

Highlights:

• Today, I leave this page with the default settings.

The Options Dialog in TOADInstance Manager

The Options Dialog in TOADInstance Manager

Highlights:

Use the Instance Manager options to select which servers to poll, and which servers should alert you when they go down.

The Options Dialog in TOADMonitors - Database

The Options Dialog in TOADMonitors - Database

Highlights:

• Today, I leave this page with the default settings.

The Options Dialog in TOADMonitors - Unix

The Options Dialog in TOADMonitors - Unix

Highlights:

• Today, I leave this page with the default settings.

The Options Dialog in TOADNetwork Utilities

The Options Dialog in TOADNetwork Utilities

Highlights:

• Allows you to set the look and feel of the telenet session font.

• Allows you to manage your ftp connection setting that TOAD remembers for you after making a successful connection.

• The Network Utilities dialog allows you to make a telenet, ftp, Rexec, Ping, TNSPing, IP Address trace, and sshconnections.

The Options Dialog in TOADOracle - General

The Options Dialog in TOADOracle - General

Highlights:

• Save passwords for all Oracle connections. This one is a personal preference. You either do or you don’t.

• Explain Plan – Set your schema name and table name if you wish to use this feature.

The Options Dialog in TOADOracle – Optimizer Hints

The Options Dialog in TOADOracle – Optimizer Hints

Highlights:

• Today, I leave this page with the default settings.

The Options Dialog in TOADOracle - Transactions

The Options Dialog in TOADOracle - Transactions

Highlights:

• Execute queries in threads (Creates a separate session). This is handy and can also be a gotcha item. Watch out for this one when using temporary tables. When checked, Toad will create a separate session specifically to execute queries. A new session will be created for each query being run from the SQL Editor, Schema Browser, or Object Search window. The default is checked.

• Commit after every statement – This one is another personal choice.

The Options Dialog in TOADParser Scripts

The Options Dialog in TOADParser Scripts

Highlights:

TOAD provides you the ability to have syntax highlighting for any type of file that you would like. They provide some default syntax layouts and have added the ability for you to manage these files and add your own. The selected editor parser files will determine which languages will be supported for syntax highlighting and distinct editor settings.

•The grid displays the language supported and then the pathname of the parser script file.

The Options Dialog in TOADProcedure Editor - General

The Options Dialog in TOADProcedure Editor - General

Highlights:

• Only show one Procedure Editor per database connection

• Use multi-line tabs in the editor

• Notification on when compile is complete

The Options Dialog in TOADProcedure Editor - Debugging

The Options Dialog in TOADProcedure Editor - Debugging

Highlights:

• Today, I leave this page with the default settings.

The Options Dialog in TOADProcedure Editor – File Splitting

The Options Dialog in TOADProcedure Editor – File Splitting

Highlights:

File splitting was designed to accommodate users with multiple PL/SQL objects in a single file. This feature lets you load multiple objects from one file and save package specs and bodies to one file.

•When a file is loaded, the procedure editor checks to see whether more than one PL/SQL object is created in the file. If so, the procedure editor takes action depending upon which of the options listed below is set.

•The default is Prompt to split files.

The Options Dialog in TOADProcedure Editor – Proc Templates

The Options Dialog in TOADProcedure Editor – Proc Templates

Highlights:

TOAD provides you with the ability to create your own code templates for use within the Procedure Editor. When creating new objects (functions, procedures, packages, triggers, types, etc.), TOAD allows you to choose what the template to use to create the selected object type. This provides you with the ability to change the templates to your own coding style.

The Options Dialog in TOADSchema Browser - Data

The Options Dialog in TOADSchema Browser - Data

Highlights:

• Only show one Schema Browser per database connection

• LHS Copy to Clipboard Mode – One item per line vs. comma separated list.

The Options Dialog in TOADSchema Browser – Data and Info Grids

The Options Dialog in TOADSchema Browser – Data and Info Grids

Highlights:

• Today, I leave this page with the default settings.

The Options Dialog in TOADSchema Browser - Visual

The Options Dialog in TOADSchema Browser - Visual

Highlights:

• Sort package procedures alphabetically

• Browser Style – I prefer a multi-lined tabbed approach. For those items that you do not use often or ever, you can customize it to not display those tabs.

The Options Dialog in TOADSchema Browser – Types Tab

The Options Dialog in TOADSchema Browser – Types Tab

Highlights:

• Today, I leave this page with the default settings.

The Options Dialog in TOADSQL Editor - General

The Options Dialog in TOADSQL Editor - General

Highlights:

• Only show one SQL Editor per database connection. This has become more feasible as they have added tabs to the SQL Editor window.

• Use multi-line tabs in the editor. The more you have displaying, the less you have to scroll.

The Options Dialog in TOADSQL Editor – Make Code

The Options Dialog in TOADSQL Editor – Make Code

The SQL Editor window contains two functions that simplify copying SQL statements from Toad to code development tools such as Delphi, VB, C++, Java, or Perl, and from those code development tools back to Toad. The functions are called Strip Code Statement (<CTRL>P) and Make Code Statement (<CTRL>M), available from the SQL Editor menu.

• Strip Code Statement

• Strips off the code development tool syntax from the SQL statement, ready to execute in Toad.

• Make Code Statement

• Adds the code development tool syntax to the SQL statement in the SQL Editor and makes it ready to paste into the development tool code.

• The setup page allows you to choose your development environment template type, customize it, or create your own from scratch. Examples are in the TOAD help documentation.

The Options Dialog in TOADSQL Editor – Script Options

The Options Dialog in TOADSQL Editor – Script Options

Highlights:

• Today, I leave this page with the default settings.

The Options Dialog in TOADSQL Editor – SQL Recall

The Options Dialog in TOADSQL Editor – SQL Recall

Highlights for SQL Statement HistoryMax # of SQL statements to save - This box lets you enter a custom number of SQL statements to save to your Recall Previous SQL list. This list is saved to and retrieved from the SQLS.DAT file. Only the mostrecently used SQL statements are saved. The default is 100 and the maximum is 999. I always set it to the max!

Save only statements that are valid - If this option is checked, Toad will only save the SQL statements that ran successfully, for recall by F8 SQL Statement Recall dialog box. The default is checked. I normally turn this off and use the write to disk prior to execution.

Write saved SQL statements to disk prior to statement execution - If checked, Toad saves the SQL statement before executing it, in case something happens during the execution. If this option is checked, the Save only statements that are valid option will not apply. I prefer this option.

The Options Dialog in TOADSQL Modeler - General

The Options Dialog in TOADSQL Modeler - General

Highlights:

• Today, I leave this page with the default settings.

The Options Dialog in TOADSQL Modeler - Functions

The Options Dialog in TOADSQL Modeler - Functions

Highlights:

• Today, I leave this page with the default settings.

The Options Dialog in TOADStartUp

The Options Dialog in TOADStartUp

Play Toad Wave File – Cute the first time, annoying after that.

Show login window – Allows you to determine if the login box displays.

Show Splash Screen – Normally, I turn this off. One less item to look at.

Allow multiple copies of TOAD to be opened – I set this to checked.

File To AutoLoad on startup – Allows a user to identify a file that will automatically be loaded into the first SQL Editor window that appears after a database Login. Click to choose a file.

File to AutoExecute on new connections - This lets you set application info upon startup. The selected script file will execute after each new connection and the output displays after the normal "do you want to see output" prompt.

The Options Dialog in TOADTeam Coding

The Options Dialog in TOADTeam Coding

Highlights:

• The Team Coding page allows you to connect and use an external source code repository control system. This option also requires the installation of the TOAD server side objects installation.

The Options Dialog in TOADToolbar/Menus

The Options Dialog in TOADToolbar/Menus

Configurations

Toad comes with several options for configuring your toolbars. These are configurations to the toolbars and menu bars only. All of the commands for the version you have purchased are available for you to add to them. These configurations merely provide a convenient starting place for different roles. User default, Toad default (all items), Developer, Business Analyst, DBA (full menus)

Toad also allows you to define the look and feel for the tool bars as well if they are moveable or docked and locked.

For pinned windows, you have the ability to select if they roll out from the side or not as well on how fast they slide.

The Options Dialog in TOADWindows

The Options Dialog in TOADWindows

The windows options let you specify which settings Toad should save for each major window. You can check individual windows to:

• Save Size

• Save Position

• Auto open upon starting Toad

Bring window to front

If you have several windows selected for auto open, you can choose which of them you want to be active on opening Toad.

The Options Dialog in TOADTOAD Help System

The Options Dialog in TOADTOAD Help System

Highlights:

• The Help System is very comprehensive and provides you with an overview of each Options page as well.

The Editor Options Dialog in TOAD

The Editor Options Dialog in TOAD

When displaying a SQL Editor or Procedure Editor, from the Edit menu, select Editor Options or right-click and select Editor Options.

You can set Printing options, Display options, Control options, General options, Syntax Highlighting options, Key Assignments, Auto Replace substitutions, and Code Templates in this dialog box.

The editor options are stored in [Language]KEYS.BIN and [Language]OPTS.TXT files in the Toad\TEMPS folder, where [Language] is the language of the file. Language could be HTML, INI, JAVA, PLSQL, or TEXT. Do NOT attempt to edit these files.

Questions on TOAD?mark_e_moran@bankone.com