Toad® for IBM DB2 5.1
Installation Guide
© 2012 Quest Software, Inc.
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Toad for DB2 5.1
Installation Guide
July 20, 2012
Table of Contents
Installation 6
System Requirements 6
Client Requirements 6
Server Requirements 7
Virtualization Support 9
User Requirements 9
Requirements for Full Access to Toad for DB2 z/OS Functionality 11
Compile and Debug Requirements for Stored SQL Procedures 12
Install Toad 13
Specify Application Data Directory Location 14
Install Toad Silently 15
Determine Which Installer to Use 15
Silent Installation Prerequisites 16
Silent Installation Using the Executable 16
Silent Installation Using the Microsoft Installer 18
Install Other Toad Components 22
Quest IBM DB2 z/OS Component 23
Toad for IBM DB2 LUW Agent 23
Quest SQL Optimizer for DB2 LUW 23
Quest SQL Tuning for DB2 z/OS 24
Install Toad on Citrix Systems 24
Upgrade Toad 24
Files Migrated During Upgrades 25
Uninstall Toad 27
Register Toad 27
About Product License 28
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Create and Troubleshoot Connections 29
Understand Toad Connections 29
Share Database Connections 29
Configure DB2 Client Connections 30
Define DB2 Client Connections 30
Maintain DB2 Client Connections 37
Configure DB2 LDAP Support 39
Create Toad Connection Profiles for DB2 40
Create Connection Profiles 41
Manage Connections 43
Troubleshoot DB2 LUW Issues 44
Installation Issues 44
Connection Issues 46
Other Issues 47
Troubleshoot DB2 z/OS Issues 48
Installation Issues 48
Connection Issues 49
Other Issues 51
Configure Version Control 53
About Version Control 53
Prerequisites 53
Configure TFS or VSS 54
Configure CVS 59
Configure Subversion 64
Troubleshoot Version Control 69
Troubleshoot Upgrades 69
Troubleshoot Other Issues 69
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Appendix: Contact Quest 71
Contact Quest Support 71
Toad Community 71
Contact Quest Software 71
About Quest Software 71
Index 73
Installation
System Requirements
Client Requirements
Before installing Toad, ensure that your client system meets the following minimum hardware
and software requirements:
Platform 1 GHz minimum
Memory 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
Hard Disk
Space212 MB to run Toad
Allocate additional space for the following components as needed
(provided with Xpert Editions):
l If installing Toad SQL Tuning for DB2 z/OS, allocate an
additional 45 MB.
l If installing the Quest SQL Optimizer for DB2 LUW, see the
SQL Optimizer Release Notes for disk space requirements.
Note: The disk space required may vary based on the edition of Toad
selected for installation.
Operating
System
Windows Server 2003
Windows XP Professional (32-bit or 64-bit)
Windows Vista (32-bit or 64-bit)
Windows Server 2008 (32-bit or 64-bit)
Windows 7 (32-bit or 64-bit)
.NET
Framework
Microsoft .NET Framework 3.5 (Service Pack 1)
Note: The following conditions apply:
l If you have the .NET Framework 4.0 installed, you must still
install the .NET Framework 3.5 (Service Pack 1).
1
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l The .NET Framework Client Profile is not supported.
l To run Toad, the .NET security policy must be set to
unrestricted. See "User Requirements and Restrictions for
Running Toad " for more information.
Database
Client
Existing DB2 Client Support
Toad installs a DB2 9.7 (Fix Pack 5) client as part of the installation
process. The DB2 9.7 client can co-exist with an existing DB2 8
client, but is incompatible with a DB2 7 client. If a DB2 7 client
already exists on your computer, the Toad installation stops and
cannot complete. To resolve, first upgrade to the DB2 8 client. Then
restart the Toad installation to avoid losing functionality in some DB2
native tools.
Requirements for 32-Bit and 64-Bit Environments
Toad provides a 32-bit and a 64-bit Toad DB2 client installer. The 32-
bit client installs in any Toad-supported Windows environment. The
64-bit client installs in a 64-bit environment only. Additionally, a 32-
bit and a 64-bit IBM DB2 client cannot exist on the same computer.
Based on this restriction, install the appropriate 32-bit or 64-bit Toad
DB2 client if another DB2 client already resides on your 64-bit
computer.
Additional
Requirements
Web Browser
Microsoft Internet Explorer 6.0 or later
Server Requirements
Before installing Toad, ensure that your server meets the following minimum hardware and
software requirements:
Operating
System
DB2 for z/OS
z/OS (V1R6 Base Services [5694-A01] or later)
DB2 for LUW
IBM AIX 5.1, 5.2, 5.3, 6.1
HP-UX 11i 1.5, 2 (32-bit or 64-bit)
Red Hat Enterprise Linux AS release 3 and 4 (32-bit or 64-bit)
Solaris 7, 8, 9, 10 (32-bit or 64-bit)
SuSE 7, 8, 9
Windows 2000, 2003 (including 64-bit), 2008, XP, Vista, Windows 7
Database
Server
IBM DB2 for LUW 8.1.5, 8.2, 9.1, 9.5, 9.7, 10.1
IBM DB2 for z/OS 8, 9, 10
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Notes:
l To run RUNSTATS and the native REORG utility on
tablespaces and indexes in DB2 for LUW, Toad supports DB2
for LUW 8.2.2 or later.
l Toad may support IBM DB2 Express and SWE in addition to
listed above servers, but note that no testing was performed on
it.
l Toad supports DB2 8 for z/OS running in Full Function mode,
but does not support DB2 8 for z/OS running in Compatibility
mode.
Operating
System
Platforms for
Toad for DB2
Agent
Toad requires that the Toad for DB2 Agent reside on each DB2 for
LUW server on which you intend to execute scripts server-side (using
the Toad LUW Remote Script Execution feature).
The agent supports servers running in any of these operating systems:
l Microsoft Windows 2000, Windows 2003 (32-bit), Windows
XP (32-bit)
l Sun Solaris 7 or later
l IBM AIX 4.3 or later
l SuSE Linux Enterprise Server 8 and 9 for zLinux
l SuSE Linux Enterprise Server 8 and 9 United Linux for Intel
x86
l SuSE Linux Enterprise 10 on x86
l SuSE Linux (2.6 Kernel) on AMD64 (x86_64)
l Red Hat Enterprise Linux AS 3.0 and 4.0 zLinux
l Red Hat Enterprise Linux AS 2.1, 3.0, and 4.0 on x86
l Red Hat Enterprise 4.0 (2.6 Kernel) on x86_64
l Red Hat Enterprise Linux 5.0 on x86
Note: The following additional requirements apply:
l In 64-bit zLinux environments, the Toad for DB2 Agent
supports only DB2 for LUW 9.1 or later.
l Sun Solaris 7 servers must have Sun Solaris 7 patch
106327 applied.
l RedHat 3.0 servers must have compatibility library
compatlibstdc++- 7.3-2.96.122.i386.rpm installed. This
package is available on Red Hat Advanced Server 3.0
installation media.
See the Toad for DB2 LUW Agent Installation Guide for complete
agent requirements and installation details.
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Hard Disk
Space for
Toad for DB2
Agent
For the Toad LUW Remote Script Execution component, 34.9 MB
Virtualization Support
Application
Virtualization
Limited testing has been performed for Citrix XenApp 5.0 support on
Windows Server 2003.
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" (page 24) for more information.
Desktop
Virtualization
(VDI)
Toad has been tested with Quest vWorkspace 7.0 running Windows 7
Enterprise 32 bit.
Note: Toad may work in virtualization environments other than the ones in which it was
tested.
User Requirements
User Requirements to Install Toad
Only Windows Administrators and Power Users can install Toad.
Note: The following exceptions exist for Power Users:
l 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.
l 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:
l Associate file extensions.
l 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.
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User Requirements and Restrictions for Running Toad
The following describes the requirements and restrictions for users who launch and run Toad:
l 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.
l 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.)
l 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.
l To take full advantage of Toad for DB2 LUW functionality, the user ID specified in
the Toad connection profile for each DB2 for LUW database connection requires the
authorizations listed in the following document:
ToadDB2LUWAuthorizations.xls
l 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. For a complete list of
authorizations (and corresponding GRANT statements) a user requires to take full
advantage of Toad for DB2 z/OS functionality, refer to the following document:
ToadDB2zOSAuthorizations.doc
l 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.
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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l For information about defining a RACF, Unix, or Linux group as a Toad Security role,
see the About Setting Up Toad Security topic in the Toad online help. This topic
explains how to add the Toad Security icons to your toolbar and how to define Toad
Security roles that apply to your current connection. (The ability to define RACF,
Unix, and Linux groups as Toad Security roles works with DB2 for LUW 9 or later
databases and DB2 for z/OS 8 or later subsystems.)
Requirements for Full Access to Toad for DB2 z/OSFunctionality
Install the following components on each DB2 for z/OS subsystem:
l Quest IBM DB2 z/OS component
Notes:
l Without the z/OS component installed, Toad for IBM DB2 provides limited
support for managing DB2 for z/OS subsystems. With the z/OS component
installed, you have access to a full range of Toad functionality needed to
manage DB2 subsystems.
See "Install Other Toad Components" (page 22) for more information.
l If no Quest IBM DB2 z/OS component is installed on your subsystem, see the
Quest IBM DB2 z/OS Installation Guide for installation requirements and
instructions.
l IBM stored procedure SYSPROC.DSNUTILU, installed and operational.
Notes:
l Toad requires SYSPROC.DSNUTILU to run DB2 utilities. For more
information about this stored procedure, see Appendix B of the IBM DB2
Universal Database for z/OS Utility Guide and Reference.
l A 32K character-size limit exists for each utility statement executing
through DSNUTILU.
l Certain table alterations require that Toad perform advanced alters involving multiple
UNLOADs and LOADs of table data. Before executing these types of alterations,
ensure that the Mask value defined for the Toad dataset template that generates the
Unload datasets includes the &SEQ variable. This variable creates a unique name for
each Unload dataset. (The Unload dataset template is identified in Tools | Options |
Database | DB2 | z/OS | Load/Unload.)
l When Toad migrates data from one subsystem to another, Toad invokes the IBM
DB2 for z/OS UNLOAD and LOAD utilities. Ensure that the Reorg Unload
dataset template (identified in Tools | Options | Database | DB2 | z/OS | Reorg)
generates a dataset that resides on a pack (VOLSER) accessible by both the source
and target subsystem.
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Compile and Debug Requirements for Stored SQLProcedures
Toad requires the following to compile and debug stored SQL procedures in DB2.
l DB2 for LUW Requirements
The following is required to debug and compile stored SQL procedures on DB2 for
LUW databases:
Component Requirements
Supported DB2
Versions
DB2 for LUW 9 or later
Each DB2 Database IBM SYSPROC.DBG_% procedures, installed and
operational
Privileges On each DB2 database, EXECUTE authority on all
SYSPROC.DBG_% procedures
l DB2 for z/OS Requirements
The following is required to debug and compile stored SQL procedures on DB2 for z/OS
subsystems:
Component Requirements
Supported DB2
Versions
DB2 for z/OS 8, 9, 10
Each DB2
Subsystem
l IBM DB2 stored procedure SYSPROC.DSNTPSMP,
installed and operational (needed to compile stored
procedures in Toad)
l IBM DB2 installation job DSNTIJSD, executed (needed
to debug stored procedures)
l IBM SYSPROC.DBG_% procedures, installed and
operational
z/OS IBM Unified Debugger Session Manager, installed and
configured:
DB2 for z/OS 8
1. Apply PTF UK25860.
2. Install and configure DB2UDSMD (the Debugger
Session Manager).
3. Start task DB2UDSMD, using default port number 4553.
DB2 for z/OS 9
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Component Requirements
1. Install and configure DB2UDSMD (the Debugger
Session Manager).
2. Start task DB2UDSMD, using default port number 4553.
DB2 for z/OS 10
1. Install and configure DB2UDSMD (the Debugger
Session Manager).
2. Start task DB2UDSMD, using default port number 4553.
Refer your systems administrator to the following link for
instructions on installing and configuring DB2UDSMD:
http://www.ibm.com/developerworks/data/library/techarticle/dm-
0903debugdatastudio/
Privileges l On each DB2 subsystem, EXECUTE authority on all
SYSPROC.DBG_% procedures
l DEBUGSESSION system privilege (for continued
debugging of SQL procedures)
Install ToadToad for DB2 is available in the following editions: Base, Professional and Xpert. DB Admin
Module is an add-on module that provides extended admin functionality and can be added to
any Toad edition.
Note: Your Toad for DB2 license key determines the edition and will enable Toad for DB2
functionality accordingly. In many cases, if functionality is disabled within Toad for DB2,
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.
To install Toad
1. Run the Installer. When installing Toad for IBM DB2 select the appropriate installer:
l ToadForDB2_version—Installs the Toad DB2 client on all Windows platforms.
l ToadForDB2_64bitClient_version—Installs the Toad DB2 client in 64-bit
environment.
Note: The 32-bit client installs in any Toad-supported Windows environment. The 64-
bit client installs in a 64-bit environment only. IBM DB2 restricts you from having a
DB2 32-bit client and DB2 64-bit client on the same computer. Therefore, the 32-bit
installer discontinues if it detects existing 64-bit DB2 client on the computer.
Likewise, the Toad DB2 64-bit installer discontinues if it detects a 32-bit client on
the computer.
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2. Accept the License Agreement.
3. Select the products you want to install and click Install.
Caution!When installing Toad using Quest Installer on Windows 7 64-bit,
Program Compatibility Assistant may appear with “This program might not have
installed correctly” message. Select This program installed correctly to continue
installation.
.
Specify Application Data Directory LocationToad for DB2 5.1 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 DB2 (Computer\HKEY_CURRENT_USER\Software\Quest
Software\Toad for DB2\5.1), 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
Default Location New Location when
LOCALSETTINGS = 1
Windows XP C:\Documents and
Settings\<user>\Application Data\Quest
Software\Toad for DB2 5.1
C:\Documents and
Settings\<user>\Local
settings\Application Data\Quest
Software\Toad for DB2 5.1
Windows 7 C:\Users\<user>\AppData\Roaming\Quest
Software\Toad for DB2 5.1
C:\Users\<user>\AppData\Local\Quest
Software\Toad for DB2 5.1
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"
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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).
Install Toad SilentlySilent 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.
Note: To perform a silent install, you can use either stand-alone installer or extract the .msi
from the Quest Installer, provided with Toad Edition.
Determine Which Installer to Use
Before performing a silent installation, review the following to determine which
installer to use:
Installer Advantages Disadvantages
Executable file
(.exe)
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.
Silent installation using the
.exe file has the following
disadvantages:
l Cannot deploy
custom Toad
settings files or
license keys.
l Installer
automatically exits
if the prerequisite
software is not
installed.
Microsoft
Installer file
(.msi)
Supports deployment of Toad
settings files and license keys.
Silent installation using the
.msi file has the following
disadvantages:
l Requires manual
verification and
download of any
prerequisite
software.
l Requires a manual
uninstall of the
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Installer Advantages Disadvantages
previous version of
Toad using
Add/Remove
Programs.
Silent Installation Prerequisites
Before you perform a silent installation, you must install the following software on every
computer where you are installing Toad:
l Microsoft .NET Framework 3.5 (Service Pack 1)
l Toad installs a DB2 9.7 client as part of the installation process. The DB2 9.7 client
can co-exist with an existing DB2 8 client, but is incompatible with a DB2 7 client. If
a DB2 7 client already exists on your computer, the Toad installation stops and
cannot complete. To resolve, first upgrade to the DB2 8 client. Then restart the Toad
installation to avoid losing functionality in some DB2 native tools.
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 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_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.
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Command-Line Options
The following MSIEXEC command-line options are used in this example:
Option Description
/L “C:\temp\
installLog.txt”
(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/en-
us/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 Description
INSTALLDIR (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\Quest Software\Toad for DB2 5.1.
ALLUSERS (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.
l 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 per-user installation.
USERNAME (Optional) Specify the user that intends to use Toad on
the target computer.
Notes:
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Option Description
l 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.
l 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.
l If ALLUSERS is 1, the USERNAME value is
ignored during installation.
COMPANYNAME (Optional) Specify the name of the company that owns
this installation.
Notes:
l All default installation option overrides are case-sensitive.
l Enclose all values (except for the ALLUSERS value) in double quotations.
Silent Installation Using the Microsoft Installer
If you purchased Toad Edition (any Bundle) wrapped with Quest Installer, extract the .msi
from the Quest Installer first.
Extract MSI file from Quest Installer
The Quest Installer can be launched in "extraction mode," which allows you to extract the
Toad for DB2 MSI installer.
Note: You do not need to install the Quest Installer on any of the computers where you
are silently installing Toad products. The Quest Installer is only used to extract the
required MSI files.
To launch the Quest Installer in extract mode
1. Run Toad from the command prompt and include the command-line switch "/extract".
"ToadInstaller.exe" /extract
2. The Quest Installer launches in extract mode. In the Extract Location page, specify a
target location for the extracted files by entering or browsing to a directory.
3. In the Product Selection page, select the products that you want to extract.
4. Click Extract to extract the files.
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The Finish page has a link to the directory into which the files were extracted and a
link to the log file for the extraction process (Readme.txt). The extraction log contains
verification of the files that have been extracted along with the command-line
switches required for performing the default installation. You must run the installers in
the order specified.
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" (page 20) 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.
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. The file should look similar to the
following:
AAABBBBCCCCCCEDXDWLMV0WJ9-123-45678-B2
Quest Software
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.
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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.
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 Location
Settings.xml This file is located in the following directory:
C:\Documents and Settings\username\Application
Data\Quest Software\ Toad for DB2 5.1.
ModuleSettings
folder and files
This folder and related files are located in the
following directory: C:\Documents and
Settings\username\Application Data\Quest Software\
Toad for DB2 5.1\ModuleSettings.
Connections.xml This file is located in the following directory:
C:\Documents and Settings\username\Application
Data\Quest Software\Toad for DB2 5.1.
g. Save the project and compile it to create the transform (MST) file.
11. Perform a silent install. See "Perform Silent Installation Using MSI" (page 20) for more
information.
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
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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
/i 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/en-us/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 Description
INSTALLDIR (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\Quest Software\Toad for DB2 5.1.
ALLUSERS (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.
l 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 per-user installation.
USERNAME (Optional) Specify the user that intends to use Toad on
the target computer.
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Option Description
Notes:
l 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.
l 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.
l If ALLUSERS is 1, the USERNAME value is
ignored during installation.
COMPANYNAME (Optional) Specify the name of the company that owns
this installation.
Notes:
l All default installation option overrides are case-sensitive.
l Enclose all values (except for the ALLUSERS value) in double quotations.
Install Other Toad ComponentsDepending on your Toad license type, additional Toad components might be available. See
the following sections for information about installing these components:
l Quest IBM DB2 z/OS Component (page 23)
l Toad for IBM DB2 LUW Agent (page 23)
l Quest SQL Optimizer for DB2 LUW (page 23) - Included in Toad for IBM DB2 Xpert
Edition.
l Quest SQL Tuning for DB2 z/OS (page 24) - Included in Toad for IBM DB2
Xpert Edition.
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Quest IBM DB2 z/OS Component
The Quest IBM DB2 z/OS component enables you to take full advantage of Toad
functionality on your DB2 for z/OS subsystem. If you do not have the z/OS component
installed, Toad still provides some basic functionality to manage your DB2 for z/OS
subsystems. However, with the z/OS component installed on your DB2 subsystem, you can
perform these additional functions in Toad:
l Bind and rebind packages and plans
l Invoke DB2 for z/OS utilities and commands within scripts that Toad for IBM DB2
generates for advanced alters, migrations, and data and object synchronization
l Run stand-alone DB2 for z/OS utilities and commands available with UIs in Toad
l Run DB2 for z/OS commands from the Editor
l Execute remote DB2 for z/OS scripts
l Create, alter, or drop dataset templates
l Use Toad UIs to run DISPLAY, START, and STOP commands on DB2 for z/OS
databases, tablespaces, and indexes
l Access accurate buffer-pool information for the DB2 subsystem
l View volumes available for defining a storage group
l View dataset information for tablespace and indexes
l Access information about the current threads connected to the DB2 subsystem
l Assign a RACF group to a Toad Security role to control the Toad features available to
all users belonging to the RACF group
The z/OS component should be installed on each subsystem that you wantToad to manage.
For a complete description of system requirements and installation instructions for this
component, refer the Quest IBM DB2 z/OS Component Installation Guide. This guide is
available from the Windows Start menu under Program Files | Quest Software | Toad for
DB2 | Documentation.
Toad for IBM DB2 LUW Agent
The Toad for IBM DB2 LUW Agent allows you to run remote scripts using the Toad LUW
Remote Script Execution feature.
See the Toad for DB2 LUW Agent Installation Guide for requirements and installation
instructions. This guide is available from the Windows Start menu under Program Files |
Quest Software | Toad for DB2 | Documentation.
Quest SQL Optimizer for DB2 LUW
Quest SQL Optimizer for IBM DB2 LUW lets you tune the SQL used in the DDL for
triggers, views, or materialized query tables and the SQL included in packages. You can also
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tune the SQL on which you are working in the Editor. See the Quest SQL Optimizer for IBM
DB2 LUW Installation Guide for requirements and installation instructions.
Quest SQL Tuning for DB2 z/OS
Quest SQL Tuning for DB2 z/OS lets you tune the SQL used in the DDL for triggers, views,
or materialized query tables and the SQL included in packages and plans. You can also tune
the SQL on which you are working in the Editor.
Note: Do not run both the Toad for DB2 Agent and the Quest Central for DB2 Agent on the
same computer.
Install Toad on Citrix SystemsToad 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 2003.
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, on the Product Selection page, select Toad for DB2 and click
More Info. Then select the Install for everyone checkbox.
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 Individual licenses should be entered for each user.
Upgrade ToadNote: You can customize the install directory path in order to eliminate the need to upgrade
a script's scheduling task every time you upgrade to a new version of Toad. To learn more,
see Upgrade Automation Scripts and Scheduled Tasks (page 1), before installing Toad.
To upgrade Toad
1. Run appropriate Toad installer (ToadForDB2_version or ToadForDB2_64bitClient_
version) from the DVD or downloaded file.
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2. Select the products you want to install and click Install.
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.
Files Migrated During UpgradesWhen upgrading to a new version of Toad, the following files can be migrated from the
previous version's Application Data Directory (click the Application Data Directory link in
Help | About to open the directory).
Caution! Migrating settings from a previous version of Toad may overwrite new settings
files, implemented for the current release (for example, updated reports templates,
layouts, etc).
File Description
Action.log Tracks your usage within Toad. If you agree to share
this data, the file is automatically sent to Quest on a
periodic basis.
Connections.xml Contains all connections stored in the Connection
Manager or the New Connection window.
ConnectionTrace.log Contains the SQL Output connection trace log file if
you select Tools | Execution Trace from the menu.
ExceptionTrace.log Contains a log of all exceptions encountered while
running Toad.
FTPConnection.log Contains a log of exceptions encountered when
attempting to connect to FTP servers.
FTPConnections.xml Contains connections to FTP servers stored in the
FTP Connections window.
Quest.PersistentCache.xml Contains the private object annotation cache options
(object notes, Lookup tables, and hidden columns). You
can share these options with other Toad users in Tools
| Options | Database | Cache.
Settings.xml Contains many of the global configuration settings.
ToadSupportBundle.zip Contains the last support bundle you generated.
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Folder Description
Automation (temporary
folder)
Used by automation when executing automation scripts.
Cache Used to spool cache database metadata to disk if
enabled. The data is in binary format and can always be
recreated by fetching it from the database.
Context Contains settings that depend on the context within
Toad including the following:
l Adapter—Custom data editing statements.
l Filter—Unnamed filters defined in the Object
Explorer or Database Explorer.
l Named Filter—Named filters defined in the
Object Explorer or Database Explorer.
l TYPE—Tabs that display on the right when you
select an object in the Object Explorer or
Database Explorer.
Document Recovery Contains backup copies of Editor, Query Builder, and
Database Diagram files saved if you have enabled
Document Recovery in Tools | Options | Environment |
General.
Keyboard Contains custom keyboard shortcut layouts.
Layouts Contains layouts for some areas in Toad, such as tool
windows that automatically display in the Editor and
column layouts for the Messages tab.
ModuleSettings Contains general settings for various components in
Toad, such as whether the data grid defaults to read-
only, displays not null indicators, etc.
Plugins Used by Toad plugin components.
Session Contains desktop configurations, including toolbar
customizations and tool window locations.
SQLFormatter Contains pre-set and user created templates for
formatting SQL, and the SQL statement used to preview
formatting changes in the Formatting Options page.
SQLRecall Contains the SQL statements saved by SQL Recall.
Templates Contains the following templates:
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l Code Templates—Templates used to define
default values when creating new objects in the
Object Explorer or Database Browser.
l Scripts—Startup scripts to run when connecting.
l Snippets—Code Snippet entries.
l Reports—Report entries.
Uninstall ToadIf 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 DB2 by using the Quest Installer or by using the Windows
Add/Remove Programs (or Uninstall a program) feature. Quest Installer is the preferred way to
uninstall Toad for DB2.
To uninstall Toad using Quest Installer
1. Select Start | All Programs| Quest Software | Uninstall Quest Products. The Quest
Installer opens.
2. Select the product that you want to uninstall.
3. Click Uninstall.
Register ToadTo register Toad
1. Select Help | Licensing from the menu (ALT+H+L).
2. Review the following for additional information:
Authorization
key
Enter the license key for Toad.
Site message Enter the site message included with the license key.
Note: The license is provided for all products and Toad components purchased within Toad
for DB2 Edition.
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About Product LicenseToad for DB2 stores license information in ProductLicenses.xml in the following location:
Platform License Location
Windows XP, Windows 2003 C:\Documents and Settings\<username>\Local
Settings\Application Data\{08439167-4CA5-
48E9-A810-
A3A7C0B80B06}\ProductLicenses.xml
Windows Vista, Windows 2008,
Windows 7
C:\Users\<username>\AppData\Local\{08439167-
4CA5- 48E9-A810-
A3A7C0B80B06}\ProductLicenses.xml
License Attributes
The following describes the attributes for the license node:
l ProductName—This is a case-sensitive text value that is assigned by Quest to
uniquely identify the product associated with the license key. ProductNames are not
likely to change between versions of the product. It is recommended that you do not
alter this attribute.
l ProductVersion—This is a unique identifier for a specific version of a product. It is
typically only specific to the major version number (1.x). This means that all minor
and patch updates are still able to use this key. However it can be specified all the
way down to the build number if required by the product (1.0.0.13). Its primary
purpose is to support side-by-side installations for different versions of a product.
l KeySaveDate—This is the date that the key was saved into the system. This is used
internally by the product for determining key priority when more than one suitable
key is found. It is interpreted as an OLE date type and is represented as a floating
point number. When performing a silent installation, or manually editing the
ProductLicenses.xml file, it is recommended that you omit this attribute. If this value
is missing, the product automatically updates this attribute with the file’s last
modified date value.
l LicenseKey—This is the license key that was provided by Quest.
l SiteMessage—This is also provided by Quest, and typically contains the name of the
customer and other asset information.
Create and Troubleshoot Connections
Understand Toad ConnectionsIn Toad, a connection represents one or more actual connections to the database. Toad creates
an initial database connection for general usage. It also creates a separate database connection
for each Editor (the first time you execute a statement) and a separate database connection for
each Data tab in the Database Explorer (the first time you select the tab and data is queried).
The database connection for each Editor and Data tab remain open until you close the
associated window; however, the connections remain in an inactive state if a statement is not
currently executing.
Tips:
l To view the number of actual database connections that exist for a Toad connection
and how many of those database connections are active, place the cursor over the
connection in the Connection Manager or the Connection toolbar.
l You can view the progress of statements executing in the background in a progress
bar located on the lower right side of the status bar. To cancel a script's execution,
click the progress bar to display the Background Processes window. It is
recommended to cancel only your own processes, as terminating Toad activities may
lead to unexpected behavior.
Share Database Connections
Editors and Data tabs can share the same database connection when the connection is
inactive if you clear the Use specific connection for each open editor checkbox in Tools
| Options | Editor | General. Any new executions or windows attempt to use this
connection first. 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 connection is in use and you attempt to execute it, one of the
following occurs:
l If your database supports executing multiple queries simultaneously on a shared
connection, the query is placed in a queue and executes as soon as the current
operation completes.
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.
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Configure DB2 Client ConnectionsToad for DB2 requires two phases to set up connections to the DB2 for LUW databases and
DB2 for z/OS subsystems that you want Toad to manage.
Define DB2 Client Connections
The first phase is to catalog each of these databases or subsystems on the DB2 client installed
with Toad. Toad provides the following methods for cataloging the systems:
Transfer an existing catalog from another DB2 client on your computer
You can transfer the catalog of an existing DB2 client on your local computer to the new
Toad DB2 client during initial setup or at any time later.
Transfer a Catalog During Initial Setup
When you first launch Toad for DB2 after installation, Toad provides an opportunity to
transfer the catalog of an existing DB2 client on your local computer to your new Toad DB2
client. (In other words, Toad exports and imports the catalog for you.)
Toad makes this option available only when all of these conditions exist:
l You are launching Toad for the first time since installation.
l This installation is a first-time Toad for DB2 installation on your computer, or it is an
upgrade from a previous Toad for DB2 version already on your computer.
l Toad detects other DB2 clients installed on your computer. These can include the
DB2 clients laid down with other installations.
If you choose not to transfer an existing catalog at this point, you can transfer a catalog later.
See "Transfer a Catalog Any Time After Initial Setup" (page 32) for more information.
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To transfer an existing DB2 catalog
1. Open Toad for DB2 after installation is complete.
2. If Toad displays the Settings Migration Utility window, select whether to migrate
from your previously installed Toad for DB2. (These settings include Toad
connection profiles.)
l If you migrate settings, the window showing the option to transfer a catalog
displays once the migration completes.
l If you do not migrate settings, Toad steps you through its Configuration
wizard before displaying the Connections window. When you select to create
a connection, the window showing the option to transfer a catalog displays.
If the Settings Migration Utility window does not display, go to step 3.
3. On the window showing the option to transfer a catalog, locate the DB2 Client list,
and select the name of the existing DB2 client whose catalog you want to transfer to
your newly installed Toad for DB2.
This list contains all current previously installed DB2 clients on your computer,
including the default DB2 client instance and other Toad for DB2 client installations.
4. Click OK to proceed with the catalog transfer.
When the transfer completes, the Connections window displays. The Database alias
drop-down list now includes all the DB2 databases and subsystems whose catalog
entries you transferred.
Note: During the transfer process, DB2 does not automatically export catalog entries
for the local DB2 instance and its databases installed on your computer unless these
entries already exist in the catalog you are transferring. To include local node entries
in your Toad DB2 client catalog, you must manually catalog these databases.
5. Proceed to create Toad connection profiles for the DB2 databases and subsystems
whose connection profiles you did not migrate (in step 2). For those profiles you
migrated, simply select the connection in the Connections window, and provide the
login ID and password to start the connection. See "Create Toad Connection Profiles
for DB2" (page 40) for more information.
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Transfer a Catalog Any Time After Initial Setup
To transfer a catalog any time after initial setup
1. In the Connection Manager or on the Connections window, click in the toolbar.
2. From the DB2 Client list, select the name of the existing DB2 client whose catalog
you want to transfer to your newly installed Toad for DB2.
This list contains all current previously installed DB2 clients on your computer,
including the default DB2 client instance and other Toad for DB2 client installations.
3. Click OK.
4. Create Toad Connection Profiles for DB2 (page 40) for any of the transferred catalog
entries as needed.
Import a DB2 catalog previously exported to a file
Toad for DB2 provides functionality to import an existing DB2 client catalog to your Toad
DB2 client, saving you the effort of manually creating individual catalog entries on the
Toad DB2 client. This feature executes the DB2 Connectivity Configuration Import Tool
command db2cfimp, which imports an export profile containing the catalog exported the
from a local or remote DB2 client or a local Toad DB2 client. Either of these functions
export DB2 catalogs:
l Export Profile feature in the Toad Configuration wizard (for exporting your current
Toad DB2 client catalog only). See " Export the catalog for the current DB2 client"
(page 38) for more information.
l DB2 Connectivity Configuration Export Tool Command db2cfexp. For more
information, see the following IBM
documentation:http://publib.boulder.ibm.com/infocenter/db2luw/v8/index.jsp?topic=/
com.ibm.db2.udb.doc/core/r0002442.htm.
Note: Do not attempt to manually import catalog entries from the IBM CLP window
provided with Toad. If you have any DB2 ODBC entries, db2cfimp will override your
existing ODBC system with DSN entries and can cause previously configured DB2 ODBC
connections to stop working.
To import an exported catalog profile
1. In the Connections (or Create New Connection) window, click beside theDatabase alias drop-down list to open the Client Configuration wizard.
2. On the Welcome page, select Import Profile.
3. Click Next.
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4. Click in the Profile name field to browse for and select the exported profile youwant to import. When you select the profile, its contents display in the text pane.
5. Complete the wizard.
Once you close the wizard, the Database alias drop-down list in the
Connections window includes all the DB2 databases and subsystems whose
catalog entries you imported.
Note: DB2 does not automatically export catalog entries for the local DB2 instance
and its databases on the computer from which the export is run (unless these entries
already exist in the catalog). Therefore, the profile you are importing might not
include these node entries. To add the missing entries to your Toad DB2 client
catalog, you must manually catalog the databases. If these databases are local to your
computer, catalog them as remote databases. See "Manually catalog DB2 for LUW
databases " (page 33) for more information.
6. Proceed to catalog entries as needed. See "Create Toad Connection Profiles for DB2"
(page 40) for more information.
Manually catalog DB2 for LUW databases
To manually catalog a DB2 for LUW database
1. In the Connections (or Create New Connection) window, click beside theDatabase alias drop-down list to open the Client Configuration wizard. The
Welcome page displays, showing the Toad DB2 client's existing catalog
configuration in a tree view.
2. If the host and node names for the database you want to configure are listed in the
tree, select them. These selections pre-fill certain fields required later in the wizard
process. If these names are not listed, you must provide the necessary host and node
information later in the wizard.
3. Click Add Catalog Entry.
4. Review the following for additional information:
Add a Host Description
Operating
system
Select the operating system for the server on which the DB2
for LUW instance containing the DB2 database you are
cataloging resides. For a list of supported server platforms,
see the release notes.
Host name Enter the TCP/IP address or the system name for the server
on which the DB2 database resides.
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Port number Enter the port number for the server on which the DB2
database resides.
Enable
SOCKS
security
Select this checkbox to enable the SOCKS secure protocol
to handle TCP traffic for this connection. SOCKS adds an
authentication mechanism for additional security.
Specify an
Instance
Description
Node name Enter a user-defined name for the DB2 instance containing
the database you are cataloging.
If you selected the node name from the tree on the Welcome
page, this information is pre-filled (but you can update it as
needed).
Instance name Enter the real name of the DB2 instance.
Comment Enter a descriptive comment for the instance, if needed.
Add a Database Description
Database name Enter the real name of the DB2 database.
Database alias Enter a unique nickname to identify the database on your
system.
Authentication Select the authentication method that is required to connect
to the database.
Target
principal
Enter the service account name for server's service where the
database resides.
Note: This option is available only when Kerberos is
selected as the authentication method.
5. Complete the wizard.
The Database alias drop-down list in the Connections window shows the alias for the
newly cataloged database. To complete the Toad connection setup, you must create a
Toad connection profile for the database. See "Create Toad Connection Profiles for
DB2" (page 40) for more information.
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Manually catalog DB2 for z/OS subsystems
Note: If you connect directly to a DB2 for z/OS subsystem, you cannot take advantage of
Sysplex. If you want to use Sysplex, catalog an entry to a DB2 Connect gateway instead. See
"Manually catalog DB2 Connect gateways" (page 36) for more information.
To manually catalog a DB2 for z/OS subsystem
1. In the Connections (or Create New Connection) window, click beside theDatabase alias drop-down list to open the Client Configuration wizard. The
Welcome page displays, showing the Toad DB2 client's existing catalog
configuration in a tree view.
2. If the host name for the DB2 subsystem you want to configure is listed in the tree,
select it. This selection pre-fills certain fields required later in the wizard process. If
the host name is not listed, you must provide the necessary host information later in
the wizard.
3. Click Add Catalog Entry.
4. Review the following for additional information:
Add a Host Description
Operating
system
Select z/OS for the server operating system.
Host name Enter the TCP/IP address or the system name for the server on
which the DB2 subsystem resides.
Port
number
Enter the port number of the service for the DB2 subsystem.
Enable
SOCKS
security
Select this checkbox to enable the SOCKS secure protocol to
handle TCP traffic for this connection. SOCKS adds an
authentication mechanism for additional security.
Add a DB2
Subsystem
Description
Location
name
Enter the location name of the DB2 subsystem as defined during
the DB2 installation.
Database
alias
Enter a unique, user-defined alias to identify the DB2 subsystem
on your system. You can use the same name you used in the
previous Location name field, as long as it does not already
exist in the list aliases in the Toad DB2 client.
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5. Complete the wizard. A message informs you whether the entry was added
successfully.
The Database alias drop-down list in the Connections window shows the alias for the
newly cataloged subsystem. To complete the Toad connection setup, create a Toad
connection profile for the database. See "Create Toad Connection Profiles for DB2"
(page 40) for more information.
Manually catalog DB2 Connect gateways
In order to connect to a DB2 for z/OS subsystem, you need to catalog two entries. First, you
need to catalog the DB2 subsystem on the DB2 Connect gateway. During this process, you
define an alias for the DB2 subsystem. Second, you need to catalog this DB2 subsystem alias
in Toad. The procedure below describes both cataloging events.
To manually catalog an entry to a DB2 Connect gateway
1. Catalog the DB2 subsystem on the DB2 Connect gateway. See the IBM DB2 for z/OS
documentation for more information.
2. In the Connections (or Create New Connection) window in Toad, click beside theDatabase alias drop-down list to open the Client Configuration wizard.
3. Click Add Catalog Entry.
4. Review the following for additional information:
Add a Host Description
Operating
system
Select the operating system for the server on which the DB2
Connect gateway resides.
Host name Enter the TCP/IP address or the system name for the server
on which the DB2 Connect gateway resides.
Port number Enter the port number of the service for the DB2 Connect
gateway.
Enable
SOCKS
security
Select this checkbox to enable the SOCKS secure protocol
to handle TCP traffic for this connection. SOCKS adds an
authentication mechanism for additional security.
Specify an
Instance
Description
Node name Enter an alias for the user-defined node name you specify in
the Instance name field.
Instance name Enter a user-defined name for the gateway node or use the
same value entered in the Node name.
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Note: This name does not point to an actual node on the
gateway system, but is needed to continue the cataloging
process.
Add a Database Description
Database name Enter the database alias name for the DB2 subsystem.
Note: This alias name must match the alias cataloged on the
DB2 Connect gateway.
Database alias Enter a unique, user-defined alias for the DB2 Connect
gateway. You can use the same alias you used in the
previous Database name field, as long as it does not exist
in the list of Toad for DB2 aliases.
Authentication Select the authentication method that matches the method
specified for the DB2 subsystem on the DB2 Connect
gateway.
5. Complete the wizard.
The Database alias drop-down list in the Connections window shows the name for
the newly cataloged DB2 subsystem. To complete the Toad connection setup, you
must create a Toad connection profile for the subsystem. See "Create Toad Connection
Profiles for DB2" (page 40) for more information.
Note: Toad for DB2 supports LDAP connections. See "Configure DB2 LDAP Support" (page
39) for more information.
Maintain DB2 Client Connections
Additionally, Toad provides functionality to perform the following maintenance on the
catalog you set up for the current Toad DB2 client:
Edit DB2 catalog entries
To edit a DB2 catalog entry
1. In the Connections (or Create New Connection) window, click beside theDatabase alias drop-down list to open the Client Configuration wizard.
2. In the catalog configuration tree for the Toad DB2 client, select the catalog entry for
the DB2 database or subsystem that you want to edit.
3. Click Edit Catalog Entry.
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4. On the Edit Catalog Entry page, update the catalog properties as needed. For a
description of the catalog properties, see the following links:
l Manually catalog DB2 for LUW databases (page 33)
l Manually catalog DB2 for z/OS subsystems (page 35)
l Manually catalog DB2 Connect gateways (page 36)
5. Click Next to open the Catalog Script Review window.
6. Review and modify the script in the preview pane as needed.
7. Click Finish. A message window displays, informing you whether the updates to the
catalog entry completed successfully.
Remove DB2 catalog entries
To remove a DB2 catalog entry
1. In the Connections (or Create New Connection) window, click beside theDatabase alias drop-down list to open the Client Configuration wizard.
2. In the catalog configuration tree for the Toad DB2 client, expand one or more nodes,
and select the catalog entries that you want to remove. (Press CTRL+click to select
multiple entries.)
Note: You can remove a node by selecting all database entries for that node.
3. Click Remove Catalog Entry.
4. On the Catalog Script Review page, modify the script in the preview pane as needed.
5. Click Finish. A message window displays, informing you whether the removals
completed successfully.
Export the catalog for the current DB2 client
Toad for DB2 provides functionality to export your current Toad DB2 client catalog to a file,
called an export profile. You can then import this profile to set up the catalog for another
Toad DB2 client.
To create the export profile containing the current Toad DB2 client catalog, Toad executes
the DB2 Connectivity Configuration Export Tool command db2cfexp. If you want to export
the catalog of a remote or local DB2 client (other than your current Toad DB2 client), you
must manually execute this command. For more information, see the following IBM
documentation: http://publib.boulder.ibm.com/infocenter/db2luw/v8/index.jsp?topic=/
com.ibm.db2.udb.doc/core/r0002442.htm.
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To export the Toad DB2 client catalog
1. In the Connections (or Create New Connection) window, click beside theDatabase alias drop-down list.
2. Click Export Profile in the Welcome window of the Client Configuration wizard.
(You might need to click this button.)
3. Click Next.
4. Click in the Profile name field to browse for and select the path for the profile inwhich to export the current Toad DB2 client catalog.
5. Select the type of profile you want to create:
l Template to create a profile used as a template for other DB2 clients (default
for exporting a Toad DB2 catalog)
l Backup to create a profile used to back up a DB2 database instance
l Maintain to create a profile that contains only database or node information
required for updating other instances
For more information about these profile types, see the IBM documentation (as
cited previously) describing the db2cfexp command.
6. Complete the wizard. A message window displays, informing you whether the export
completed successfully.
Note: DB2 does not automatically export catalog entries for the local DB2 instance
and its databases installed on your computer unless these entries already exist in the
catalog you are exporting. If you later import the export catalog to a Toad DB2 client,
you must manually catalog the missing local-node databases as remote databases. See
"Manually catalog DB2 for LUW databases " (page 33) for more information.
After you have set up the catalog on the current Toad DB2 client, you can proceed to the
second phase of the Toad connection setup. This phase involves creating Toad connection
profiles for the cataloged DB2 databases or subsystems. See "Create Toad Connection Profiles
for DB2" (page 40) for more information.
Configure DB2 LDAP SupportYou can create DB2 Lightweight Directory Access Protocol (LDAP) connections when the
DB2 client installed with Toad is configured for LDAP. Configuring the client consists of
enabling LDAP support and specifying the host name and port number of the LDAP server.
Once the client is configured, Toad retrieves names from your LDAP server and displays
them in the Database Alias list in the Connections window.
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Notes:
l You must configure LDAP support for the DB2 client installed with Toad
regardless of whether an existing DB2 client on the computer is already configured
to support LDAP.
l Currently, Toad for DB2 supports only the access of DB2 LDAP catalog entries. Toad
does not support the management of these entries.
To configure the DB2 client for LDAP
1. Open the Command Window for the DB2 client installed with Toad by selecting
Start | All Programs | IBM DB2 | <ToadCom, ToadEval, or ToadFree> |
Command Line Tools | Command Window.
2. Enter the following command to enable LDAP support:
db2set DB2_ENABLE_LDAP=YES
3. Enter the following command to specify the TCP/IP host name and port number of the
LDAP server:
db2set DB2LDAPHOST=<hostname[:port]>
The port number defaults to 389 (default LDAP port) if you leave the port
number blank.
4. Exit the Command window.
5. Launch Toad and open the Connections window.
Databases on the LDAP server should be available from the Database alias drop-
down list in the Connections window. To complete the Toad connection setup, you
must create a Toad connection profile for each database. See "Create Toad Connection
Profiles for DB2" (page 40) for more information.
Create Toad Connection Profiles for DB2Toad for DB2 requires two phases to set up connections to the DB2 for LUW databases and
DB2 for z/OS subsystems that you want Toad to manage.
Tip: Connections are stored in the connections.xml file and can be found by clicking the
Application Data Directory link in Help | About.
The first phase is to catalog each of these databases or subsystems on the DB2 client installed
with Toad. See "Configure DB2 Client Connections" (page 30) for more information.
The second phase involves creating Toad connection profiles for the cataloged DB2
databases or subsystems. Each profile contains the information that Toad needs to connect to
the system, such as the user ID and password, DB2 registry settings, and the default schema.
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Create Connection Profiles
Use these methods to create Toad connection profiles:
l Migrate existing connection profiles from another Toad for DB2 installation on your
computer (available during initial Toad setup only)
When you first launch Toad for DB2 after installation, Toad provides an opportunity
to migrate the settings of an existing Toad for DB2 installation on your local
computer to your new Toad for DB2 installation. These settings include, among other
configuration parameters, the Toad connection profiles defined on the earlier
installation. (Toad exports and imports these connection profiles for you.)
Toad makes this option available only when both of these conditions exist:
l You are launching Toad for the first time since installation.
l Toad detects earlier versions of Toad for DB2 on your computer.
If you choose not to migrate the connection profiles at this point, you can perform the
migration later using the Connection Managers' Import Connections feature.
To migrate Toad connection profiles
1. Open Toad for DB2 after installation is complete. Toad displays the Settings
Migration Utility window if the conditions described previously exist.
2. Select the Toad for DB2 installation whose connection profiles you want to
migrate to your new Toad installation, and click Migrate.
After the migration completes, Toad provides the option to transfer a local
DB2 catalog to your new Toad DB2 client.
3. Select to transfer a DB2 catalog or to manually catalog entries later. See
"Configure DB2 Client Connections" (page 30) for more information.
Note: The connection profiles you migrated are not usable unless you also
transfer the DB2 catalog containing the corresponding entries for these profiles
(or until you manually create these catalog entries later).
After the catalog transfer is complete, your Toad connection setup is complete
for all those connections that have both a catalog entry on the Toad DB2
client and a Toad connection profile. For any connection that does not have a
corresponding DB2 catalog entry, create an entry. See "Configure DB2 Client
Connections" (page 30) for more information.
l Import Toad connection profiles previously exported to an XML file
(See "Export connection profiles to an XML file" (page 43) for more information
about exporting a profile that you can later import.)
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Note: The connection profiles are not usable unless you have also created entries in
the DB2 catalog for the DB2 databases and subsystems to which these profiles
correspond. See "Configure DB2 Client Connections" (page 30) for more information.
To import connection profiles
1. In the Connections (or Create New Connection) window, click on thetoolbar, and select Connection file.
2. From the Import Connections window, browse for and select the XML file
containing the connection profiles you want to import.
3. Click Open.
4. Select DB2 and click OK to complete the import.
The connections whose profiles you imported are listed on the
Connections window.
l Manually define Toad connection profiles.
To create a Toad connection profile for a DB2 database or subsystem
1. In the Connections (or Create New Connection) window, click on thetoolbar (ALT+F+N).
2. Select DB2 from the Group list box.
3. Review the following for additional information:
Database
alias
Select the alias for the DB2 database or subsystem. This
alias was defined when you cataloged this DB2 database
or subsystem on the Toad DB2 client. See "Configure
DB2 Client Connections" (page 30) for more information
if the alias does not display in the list.
Tip: Click to refresh the alias list. Normally, Toadcaches the Toad DB2 catalog the first time you open this
window in your Toad session and continues to read from
cache each time you subsequently open this window. This
button forces Toad to reread the DB2 catalog to list any
new systems that might have been cataloged externally
during the caching period.
Default
schema/auth
ID
Enter the SET SCHEMA value (DB2 for LUW) or the
SET SCHEMA or SET CURRENT SQLID value (DB2 for
z/OS) for this connection.
Category Select or create a category if you want to color code
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Editor tabs for a specific connection. This can help
differentiate between development and production
databases. You can also set an option to color code the
Object Explorer pane and object editor windows (Create,
Alter, Drop, etc.).
Click here to view a video of this feature.
4. Select the Advanced tab to define special register values that are then in effect
each time Toad connects to the DB2 database or subsystem.
5. Click Connect to save the connection and immediately connect to the
database.
or
Click Save to save the connection without connecting to the database.
Manage Connections
After you have completed both phases for configuring Toad connections to DB2 databases or
subsystems, the Connections window lists all the configured connections, allowing you to
perform the following:
l Connect to and manage a DB2 database or subsystem through Toad
l Export connection profiles to an XML file
Toad for DB2 provides functionality to export one or more of your current Toad
connection profiles to an XML file. You can then import these exported connection
profiles into another Toad for DB2 installation. See "Import Toad connection profiles
previously exported to an XML file " (page 41) for more information.
To export connection profiles
1. In the Connections (or Create New Connection) window, select the
connections whose profiles you want to export.
2. Click on the toolbar, and select Connection file.
3. On the Export Connections window, review the selected connections,
and click OK.
4. Browse for and select the path for the file in which to export the
selected profiles.
l Import missing connections defined on the Toad client
You can import all connection entries currently defined in the Toad DB2 client
catalog but missing from your current list of Toad connections.
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Note: The imported connection entries might be associated with incorrect or missing
DB2 catalog or Toad connection profile information, making them currently invalid.
To re-instate any of these connections, you might need to provide accurate DB2
catalog and Toad profile information.
To import missing connections
» In the Connections or Connections Manager window, click .
l Troubleshoot connection issues
Troubleshoot DB2 LUW IssuesReview the following solutions to help troubleshoot DB2 LUW issues pertaining to Toad
installation and database connections.
Installation Issues
The following table describes issues related to installing Toad for DB2.
Issue Cause/Solution
System.IO.FileNotFoundException -
File or assembly name
DB2AdminWrapper, or one of its
dependencies was not found
You are not a member of the DB2ADMIN or
DB2USERS group. To install Toad, you must
be a member of either group.
Solution:
Ensure that you have been added to one of
these groups.
Cannot access IBM DB2 native tools
after installing Toad for DB2 2.0 with
previous install of DB2 client v7.
Error: "SQL10007N Message "-1390"
could not be retrieved. Reason code:
"2"."
Toad is bundled with the IBM DB2 v9 client.
IBM does not support direct client migration
from v7 to v9, so installing Toad on a system
that has an existing v7 client may cause errors.
Solution:
Upgrade the IBM DB2 v7 client to the v8
client. If you upgrade the client after installing
Toad, you do not have to uninstall or reinstall
Toad.
Error: "Could not load file or
assembly 'IBM.Data.DB2.9.1.0,
Version=9.1.0.2, Culture=neutral,
PublicKeyToken=7c307b91aa13d208'
or one of its dependencies. The
system cannot find the file specified."
You installed a commercial version of Toad
for DB2 after uninstalling the freeware version.
Solution:
You must remove run time information for the
freeware version of Toad from the .NET
system.config file.
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Issue Cause/Solution
To remove run time information
1. Exit Toad.
2. Navigate to the following .NET
framework directory:
C:\WINDOWS\Microsoft.NET\
Framework\v2.0.50727\
CONFIG
3. Create a backup copy of the
system.config file.
4. Open the system.config file in Notepad.
5. Locate the <runtime> tag delete
everything between the runtime tags
(including <runtime> and </runtime>).
6. Save the file.
7. Restart Toad.
When installing Toad using Quest
Installer on Windows 7 64-bit,
Program Compatibility Assistant may
appear with “This program might not
have installed correctly” message.
Solution:
Select This program installed correctly to
continue installation. For more information,
see http://windows.microsoft.com/en-
PH/windows7/Program-Compatibility-
Assistant-frequently-asked-questions
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Connection Issues
Issue Cause/Solution
ERROR [08001] [IBM]
SQL1336N The remote host was
not found. SQLSTATE=08001
You are attempting to connect to a database version
that is not supported in Toad.
Solution:
Review the list of supported databases in the
Release Notes or Installation Guide.
ERROR [58031] [IBM]
SQL1031N The database
directory cannot be found on the
indicated file system.
SQLSTATE=58031
Catalog entries have not been imported or defined
for the connection.
Solution:
See "Configure DB2 Client Connections" (page 30)
for more information to determine the best method
for cataloging a database.
"The type initializer for
'IBM.Data.DB2.DB2Connection'
threw an exception."
or
"SUCCESS - unable to allocate
an environment handle."
A settings file might be corrupt.
Solution:
Rename your local settings directory so a new one
can be recreated.
To rename your local setting directory
1. Exit Toad.
2. Navigate to the following settings directory:
C:\Documents and Settings\
UserName\Local
Settings\ApplicationData\Quest Software
3. Rename the Toad for DB2 version# folder to
"Toad for DB2 OLD".
4. Restart Toad and try to connect.
Note: Make sure you can view hidden folders in
Windows Explorer.
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Other Issues
Issue Cause/Solution
Unable to capture Container
Information in DB2 for LUW
Multi-Partition Databases
Certain Toad functions require that the DFT_
MON_BUFPOOL database manager configuration
parameter be set to ON to capture information on
containers used in DB2 for LUW databases.
Additionally, to capture container information
across all partitions in a multi-partition database,
the snapshot monitor requires that all database
partitions be active. To activate all database
partitions (and keep them active), execute the DB2
command ACTIVATE DATABASE real_
database_name on the server before connecting
Toad to the database. See your IBM DB2 for Linux,
Unix, and Windows documentation for more
information about this command.
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Troubleshoot DB2 z/OS IssuesReview the following solutions to help troubleshoot DB2 z/OS issues in Toad.
Installation Issues
Issue Cause/Solution
Error: "Could not load file or
assembly 'IBM.Data.DB2.9.1.0,
Version=9.1.0.2, Culture=neutral,
PublicKeyToken=7c307b91aa13d208'
or one of its dependencies. The
system cannot find the file specified."
You installed a commercial version of Toad
for DB2 after uninstalling the freeware version.
Solution:
You must remove run time information for the
freeware version of Toad from the .NET
system.config file.
To remove run time information
1. Exit Toad.
2. Navigate to the following .NET
framework directory:
C:\WINDOWS\Microsoft.NET\
Framework\v2.0.50727\
CONFIG
3. Create a backup copy of the
system.config file.
4. Open the system.config file in Notepad.
5. Locate the <runtime> tag delete
everything between the runtime tags
(including <runtime> and </runtime>).
6. Save the file.
7. Restart Toad.
When installing Toad using Quest
Installer on Windows 7 64-bit,
Program Compatibility Assistant may
appear with “This program might not
have installed correctly” message.
Solution:
Select This program installed correctly to
continue installation. For more information,
see http://windows.microsoft.com/en-
PH/windows7/Program-Compatibility-
Assistant-frequently-asked-questions
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Connection Issues
Issue Cause/Solution
ERROR [08001] [IBM]
SQL1336N The remote host was
not found. SQLSTATE=08001
You are attempting to connect to a database version
that is not supported in Toad.
Solution:
Review the list of supported databases in the
Release Notes or Installation Guide.
ERROR [58031] [IBM]
SQL1031N The database
directory cannot be found on the
indicated file system.
SQLSTATE=58031
You do not have any catalog entries defined for the
connection.
Solution:
See "Configure DB2 Client Connections" (page 30)
for more information to determine the best method
for cataloging a database.
ERROR [42501] [IBM][DB2]
SQL0551N "UserName" does
not have the privilege to perform
operation "SELECT" on object
"SYSIBM.SYSSTMT".
SQLSTATE=42501
You do not have SYSADM privileges for the DB2
for z/OS subsystem.
Solution:
Ensure that you are granted SELECT permissions
on the DB2 catalog tables.
ERROR [] [IBM] SQL1460N
The environment variable
"SOCKS_NS" required for
SOCKS server name resolution is
not defined or not valid.
When using the Time-Sharing Option (TSO) to
connect, the user ID, port number, or IP address
entered may be incorrect.
Solution:
Ensure that you use the following for TSO
connections:
l DB2 user ID for the DB2 subsystem
l Port number that DB2 listens on, for remote
connections, via the DB2 DDF address
space
l IP address for the z/OS subsystem
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Issue Cause/Solution
ERROR [56038] [IBM][DB2]
SQL0969N There is no message
text corresponding to SQL error
"-4700" in the message file on
this workstation.' when
connecting to compatibility
mode database.
-or-
After connecting, some objects
do not display properly or some
functionality does not work as
designed.
In general, Toad does not support a z/OS subsystem
running in Compatibility mode.
Solution:
If possible, switch the subsystem's operating mode
to Full Function mode.
If this is not possible, Toad now provides a message
when you connect to subsystem, informing you of
that the subsystem is running in compatibility mode
and that some features might not be available.
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Other Issues
Issue Cause/Solution
[IBM][CLI Driver][DB2]
SQL0104N An unexpected
token "/*" was found following
"". Expected tokens may include:
"FROM INTO".
SQLSTATE=42601
The SQL script that you attempted to execute
contains commented text delimited by characters
that DB2 for z/OS 8 or earlier does not support.
Solution:
Set an option in Toad that removes comments
automatically from a script before you execute it.
To have Toad remove comments automatically
from SQL before execution
1. Select Tools | Options | Database | DB2 |
General.
2. Select Remove comments from SQL
statements prior to execution.
Poor performance when
browsing DB2 for z/OS objects
in Toad. Indexes are populated
slowly.
User-defined indexes on specific system catalog
tables can improve performance when you are
browsing DB2 for z/OS objects in Toad. The
following link contains the DDL for indexes that
can optimize Toad performance on your DB2 for
z/OS subsystem. Keep in mind that the creation of
these indexes is a recommendation only. The
indexes can have different results in different
environments, depending on the number of DB2
objects and the amount of data involved. To create
these indexes, edit and run the DDL contained in
the following file:
ToadDB2zOSIndexes.txt
Additionally, if the schema drop-down lists in the
Object Migration wizard populate slowly, consider
creating an index on the SCHEMA and CREATOR
columns in the catalog table for each object type.
Here is a list of some of the object-type tables:
SYSIBM.SYSSYNONYMS
SYSIBM.SYSSEQUENCES
SYSIBM.SYSROUTINES
SYSIBM.SYSTABLES
SYSIBM.SYSDATATYPES
SYSIBM.SYSINDEXES
SYSIBM.SYSTRIGGERS
SYSIBM.INDEXES
Encountering the S378 Abend
when running IBM DB2 z/10
This issue appears because Quest z/OS Component
tries to references QUEST.QC200ZPARM function.
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Issue Cause/Solution
subsystem in Conversion mode
with older versions of Toad.
Solution:
DROP QUEST.QC200ZPARM function from your
DB2 z/OS 10 subsystem. This will eliminate the
possibility of the function being called into the
WLM environment procedure and causing the S378
abend.
We do not recommend you to just STOP
QUEST.QC200ZPARM function on the mainframe
side, without actually dropping it, because that may
case Toad or batch process (QCEXEC – remote job
execution) hang. Dropping QUEST.QC200ZPARM
function is recommended.
Configure Version Control
About Version ControlToad integrates with your existing version control system so you can maintain multiple
revisions of objects, SQL scripts, and files.
Important: See "Troubleshoot Version Control" (page 69) for more information about issues
when upgrading version control from a previous version.
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
Visual
SourceSafe
(VSS)
VSS 6.0d VSS 6.0d
See "Configure TFS or VSS" (page 54) for more
information.
Concurrent
Versions
System
(CVS)
CVS 1.11.22 on
Solaris
CVSNT 2.5.03 on
Windows
CVSNT 2.5.03
See "Configure CVS " (page 59) for more
information.
Subversion Subversion 1.5.6
on Windows
Note: Toad only
supports
Subversion 1.5.6
or later.
CollabNet Subversion Command-Line Client 1.5.6
Notes:
l Toad only supports Subversion 1.5.6 or
later.
l Any Subversion client must have svn.exe
in its installation directory to use version
control in Toad.
l Tortoise SVN is no longer supported in
Toad because it no longer includes svn.exe
in its installation directory.
See "Configure Subversion" (page 64) for more
information.
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Supported
Provider
Server Version
Tested
Client Version Tested
Team
Foundation
Server
(TFS)
TFS 2005, 2008,
2010
Visual Studio (2005, 2008, 2010) Team Explorer
Client
See "Configure TFS or VSS" (page 54) for more
information.
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.
Configure TFS or VSSYou can configure version control to work with SQL scripts in the Editor, or you can
configure it to work with database objects and SQL scripts in the Object Explorer. See
"Troubleshoot Version Control" (page 69) for more information.
Notes:
l If you want to place database objects under version control, you must configure
version control for objects using the Object Explorer. Once configured, you can also
manage SQL scripts in the Object Explorer. The main advantage of managing scripts
in the Object Explorer is that you can easily share them with team members who have
version control configured.
l To manage version-controlled scripts, you must create a separate version control
configuration from the Editor.
To configure TFS or VSS to work with SQL scripts in the Editor
1. Ensure that a supported version control client is installed on the computer where Toad
is installed. See "About Version Control" (page 53) for more information about tested
version control clients and supported versions.
2. Open an Editor window.
3. Right-click anywhere in the toolbar area and select Version Control to display the
Version Control toolbar.
Tip: You can also access version control functionality from the File | Version
Control menu when the Editor window has focus.
4. Click to open the Version Control wizard.
5. Review the following for additional information:
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55
Version
Control
System Page
Description
Type Select either Team Foundation Server or Visual SourceSafe.
Note: If you select TFS, you must specify the workspace name
for the provider in the Team Foundation Server Properties
window that displays.
Properties (TFS only) Click this button (beside the Type field) and specify
the workspace name for the provider in the Team Foundation
Server Properties window.
Server Select one of the following:
l For TFS, specify the server where your version control
provider is installed and the port number (default is
8080) to use in the following format:
http://MyServer:Port for TSF 2005, 2008
http://MyServer:Port/TFS for TFS 2010
l For VSS, select the folder where the Source Safe client is
installed and the srcsafe.ini file (for example:
C:\SourceSafe\VSS\srcsafe.ini).
User
name/
Password
Enter login information for the version control provider and
click Login.
Note: For TFS only, if you leave the user name and password
fields blank, Toad uses your default Windows credentials.
Version
Control
Settings
Page
Description
Version
control
folder
Select the folder on the version control server where you want to
check the scripts in.
If you already have the Editor-managed scripts under version
control, select the folder on the server where these scripts are
located.
Notes:
l Version control automatically checks out the scripts in
this folder and any subfolders to the location you specify
in the Working folder field.
l Make sure the version control folder used for scripts is
different from the one used for database objects.
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56
Working
folder
Select the root repository folder on the client computer to use as
the default working folder for checking SQL scripts out.
If you already have Editor-managed SQL scripts under version
control, select the existing working folder for these.
6. See "Add Scripts Using the Editor" in the Toad help for more information.
Tips:
l You can view revision history and revision comments for a script from the History
tab; and can also right-click a revision to send it to the Diff Viewer to compare
differences.
l You can enable, disable, or delete a version control configuration under Tools |
Options | Version Control | General.
l You can modify current settings, including whether to require comments when
checking objects and scripts in or out, avoid checking scripts in automatically when
executing a script in the Editor, disable or delete a version control configuration, etc.,
from Tools | Options | Version Control | <options page>.
To configure TFS or VSS to work with objects in the Object Explorer
1. Ensure that a supported version control client is installed on the computer where Toad
is installed. See "About Version Control" (page 53) for more information about tested
version control clients and supported versions.
2. Right-click one or more objects in the Object Explorer and select Version Control |
Version Control Wizard.
3. Review the following for additional information:
Version Control
System Page
Description
Type Select either Team Foundation Server or Visual SourceSafe.
Note: If you select TFS, you must specify the workspace
name for the provider in the Team Foundation Server
Properties window that displays.
Server Select one of the following:
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57
l For TFS, specify the server where your version
control provider is installed and the port number
(default is 8080) to use in the following format:
http://MyServer:Port for TSF 2005, 2008
http://MyServer:Port/TFS for TFS 2010
l For VSS, select the folder where the Source Safe
client is installed and the srcsafe.ini file (for example:
C:\SourceSafe\VSS\srcsafe.ini).
User name/
Password
Enter login information for the version control provider and
click Login.
Note: For TFS only, if you leave the user name and
password fields blank,Toad uses your default Windows
credentials.
Version Control
Settings Page
Description
Version
control folder
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.
Notes:
l Version control automatically checks out objects in
this folder and any subfolders to the location you
specify in the Working folder field.
l Make sure the version control folder used for
database objects is different from the one used for
scripts.
Working
folder
Select the folder to use as the default working folder.
If you already have objects under version control, select the
working folder for these objects.
Create/Change
file name
formats
Specify the default format to use for objects. Objects are
archived as script files in the version control provider.
To change the default order, delete the default format and
click + to select the order.
Use default
mode
Clear this checkbox to override default folders for actions,
such as create or alter scripts for each object (recommended
for objects that are already under version control).
4. Complete the wizard and add objects to version control. Depending on the number of
objects selected, this process may take time.
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58
The following indicators display in the top-right corner of any object under
version control:
Object is under version control
Object is checked out by another user
Object is checked out by current user
If version control is configured but an indicator does not display, open the Object
Options page in Tools | Options | Version Control | Objects and select the
checkbox for that object.
5. Use the right-click menu to check files in/out, get the latest version, update the status,
and other actions.
Tips:
l You can use the Script tab in the Object Details pane to view revision information
about each script and historical create/alter scripts (initially collapsed). You can also
right-click a revision date to compare differences or update version control history.
See "Compare Revisions" in the online help for more information.
l You can view history for the last 100 check in operations by selecting History in the
Object Explorer. The History folder/node is read-only, and you cannot perform any
actions on the objects using it. Also, the Object Details pane remains empty when the
History folder/node is selected.
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59
l You can modify current settings, including whether to require comments when
checking objects and scripts in or out, adding or removing objects from version
control, disable or delete a version control configuration, etc., from Tools | Options |
Version Control | <options page>.
Configure CVSYou can configure version control to work with SQL scripts in the Editor, or you can
configure it to work with database objects and SQL scripts in the Object Explorer. See
"Troubleshoot Version Control" (page 69) for more information.
Notes:
l If you want to place database objects under version control, you must configure
version control for objects using the Object Explorer. Once configured, you can also
manage SQL scripts in the Object Explorer. The main advantage of managing scripts
in the Object Explorer is that you can easily share them with team members who have
version control configured.
l To manage version-controlled scripts, you must create a separate version control
configuration from the Editor.
To configure CVS to work with SQL scripts in the Editor
1. Ensure that a supported version control client is installed on the computer where Toad
is installed. See "About Version Control" (page 53) for more information about tested
version control clients and supported versions.
2. Open an Editor window.
3. Right-click anywhere in the toolbar area and select Version Control to display the
Version Control toolbar.
Tip: You can also access version control functionality from the File | Version
Control menu when the Editor window has focus.
4. Click to open the Version Control wizard.
5. Review the following for additional information:
Version
Control
System Page
Description
Type Select CVS.
Properties Click this button (beside the Type field) and complete the
following in the Command Based Version Control Properties
window:
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60
l BinaryPath—Enter the path where the CVS client is
installed. For example, if you installed CVSNT, you
would enter:
C:\Program Files\CVSNT
l BranchRevision—Leave this field blank if you are
working from the trunk in version control. If you are
working from a branch, enter the branch number or name
in this field.
Caution: Specifying HEAD for the BranchRevision
parameter can cause errors. Leave the parameter blank
when working with the HEAD revision.
Server Select the existing working folder for the version control
repository or specify the server string. For example, if you are
connecting using pserver, you should specify the server string as
follows:
:pserver:MyServer:Port:/MyWorkingRepository
User
name/
password
Enter your CVS command-line user name and password and
click Login.
Note: The User name field is optional.
Default
Version
Control
Settings
Page
Description
Version
control
folder
Select the folder on the version control server where you want to
check the scripts in.
If you already have the Editor-managed scripts under version
control, select the folder on the server where these scripts are
located.
Notes:
l Version control automatically checks out the scripts in
this folder and any subfolders to the location you specify
in the Working folder field.
l Make sure the version control folder used for scripts is
different from the one used for database objects.
Working
folder
Select the root repository folder on the client computer to use as
the default working folder for checking SQL scripts out.
If you already have Editor-managed SQL scripts under version
control, select the existing working folder for these.
6. See "Add Scripts Using the Editor" in the online help for more information.
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61
Tips:
l You can view revision history and revision comments for a script from the History
tab; and can also right-click a revision to send it to the Diff Viewer to compare
differences.
l You can enable, disable, or delete a version control configuration under Tools |
Options | Version Control | General.
l You can modify current settings, including whether to require comments when
checking objects and scripts in or out, avoid checking scripts in automatically when
executing a script in the Editor, disable or delete a version control configuration, etc.,
from Tools | Options | Version Control | <options page>.
To configure CVS to work with objects in the Object Explorer
1. Ensure that a supported version control client is installed on the computer where Toad
is installed. See "About Version Control" (page 53) for more information about tested
version control clients and supported versions.
2. Right-click one or more objects in the Object Explorer and select Version Control |
Version Control Wizard.
3. Review the following for additional information:
Version Control
System Page
Description
Type Select CVS.
Properties Click this button (beside the Type field) and complete the
following in the Command Based Version Control Properties
window:
l BinaryPath—Enter the path where the CVS client is
installed. For example, if you installed CVSNT, you
would enter:
C:\Program Files\CVSNT
l BranchRevision—Leave this field blank if you are
working from the trunk in version control. If you are
working from a branch, enter the branch number or
name in this field.
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62
Server Select the existing working folder for the version control
repository or specify the server string. For example, if you
are connecting using pserver, you should specify the server
string as follows:
:pserver:MyServer:Port:/MyWorkingRepository
User name/
Password
Enter your CVS command-line user name and password and
click Login.
Note: The User name field is optional.
Default Version
Control Settings
Page
Description
Version
control folder
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.
Notes:
l Version control automatically checks out objects in
this folder and any subfolders to the location you
specify in the Working folder field.
l Make sure the version control folder used for
database objects is different from the one used for
scripts.
Working
folder
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.
Create/Change
file name
formats
Specify the default format to use for objects. Objects are
archived as script files in the version control provider.
To change the default order, delete the default format and
click + to select the order.
Use default
mode
Clear this checkbox to override default folders for actions,
such as create or alter scripts for each object (recommended
for objects that are already under version control).
4. Complete the wizard and add objects to version control. Depending on the number of
objects selected, this process may take time.
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63
The following indicators display in the top-right corner of any object under
version control:
Object is under version control
Object is checked out by another user
Object is checked out by current user
If version control is configured but an indicator does not display, open the Object
Options page in Tools | Options | Version Control | Objects and select the
checkbox for that object.
5. Right-click one or more objects in the Object Explorer to check them in/out, get the
latest version, update the status, and other actions.
Tips:
l You can use the Script tab in the Object Details pane to view revision information
about each script and historical create/alter scripts (initially collapsed). You can also
right-click a revision date to compare differences or update version control history.
See "Compare Revisions" in the online help for more information.
l You can view history for the last 100 check in operations by selecting History in the
Object Explorer. The History folder/node is read-only, and you cannot perform any
actions on the objects using it. Also, the Object Details pane remains empty when the
History folder/node is selected.
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64
l You can modify current settings, including whether to require comments when
checking objects and scripts in or out, adding or removing objects from version
control, disable or delete a version control configuration, etc., from Tools | Options |
Version Control | <options page>.
Configure SubversionYou can configure version control to work with SQL scripts in the Editor, or you can
configure it to work with database objects and SQL scripts in the Object Explorer. See
"Troubleshoot Version Control" (page 69) for more information.
Notes:
l If you want to place database objects under version control, you must configure
version control for objects using the Object Explorer. Once configured, you can also
manage SQL scripts in the Object Explorer. The main advantage of managing scripts
in the Object Explorer is that you can easily share them with team members who have
version control configured.
l To manage version-controlled scripts, you must create a separate version control
configuration from the Editor.
To configure Subversion to work with SQL scripts in the Editor
1. Ensure that a supported version control client is installed on the computer where Toad
is installed. See "About Version Control" (page 53) for more information about tested
version control clients and supported versions.
2. Open an Editor window.
3. Right-click anywhere in the toolbar area and select Version Control to display the
Version Control toolbar.
Tip: You can also access version control functionality from the File | Version
Control menu when the Editor window has focus.
4. Click to open the Version Control wizard.
5. Review the following for additional information:
Version
Control
System Page
Description
Type Select Subversion.
Properties Click this button (beside the Type field) and complete the
following in the Command Based Version Control Properties
window:
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65
l BinaryPath—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.
l BranchRevision—Leave this field blank if you are
working from the trunk in version control. If you are
working from a branch, enter the branch number or name
in this field.
Important: Specifying HEAD for the BranchRevision
parameter can cause errors. Leave the parameter blank
when working with the HEAD revision.
Server Select the existing working folder for the version control
repository or specify the server string (for example:
svn://MyServer).
User
name/
Password
Enter your Subversion command-line user name and password
and click Login.
Default
Version
Control
Settings
Page
Description
Version
control
folder
Select the folder on the version control server where you want to
check the scripts in.
If you already have the Editor-managed scripts under version
control, select the folder on the server where these scripts are
located.
Notes:
l Version control automatically checks out the scripts in
this folder and any subfolders to the location you specify
in the Working folder field.
l Make sure the version control folder used for scripts is
different from the one used for database objects.
Working
folder
Select the root repository folder on the client computer to use as
the default working folder for checking SQL scripts out.
If you already have Editor-managed SQL scripts under version
control, select the existing working folder for these.
6. See "Add Scripts Using the Editor" in the Toad help for more information.
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66
Tips:
l You can view revision history and revision comments for a script from the History
tab; and can also right-click a revision to send it to the Diff Viewer to compare
differences.
l You can enable, disable, or delete a version control configuration under Tools |
Options | Version Control | General.
l You can modify current settings, including whether to require comments when
checking objects and scripts in or out, avoid checking scripts in automatically when
executing a script in the Editor, disable or delete a version control configuration, etc.,
from Tools | Options | Version Control | <options page>.
To configure Subversion to work with objects in the Object Explorer
1. Ensure that a supported version control client is installed on the computer where Toad
is installed. See "About Version Control" (page 53) for more information about tested
version control clients and supported versions.
2. Right-click one or more objects in the Object Explorer and select Version Control |
Version Control Wizard.
3. Review the following for additional information:
Version Control
System Page
Description
Type Select 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.
Properties Click this button (beside the Type field) and complete the
following in the Command Based Version Control Properties
window:
l BinaryPath—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.
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67
l BranchRevision—Leave this field blank if you are
working from the trunk in version control. If you are
working from a branch, enter the branch number or
name in this field.
Server Select the existing working folder for the version control
repository or specify the server string (for example:
svn://MyServer).
User name/
Password
Enter your Subversion command-line user name and
password and click Login.
Default Version
Control Settings
Page
Description
Version
control folder
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.
Notes:
l Version control automatically checks out objects in
this folder and any subfolders to the location you
specify in the Working folder field.
l Make sure the version control folder used for
database objects is different from the one used for
scripts.
Create/Change
file name
formats
Specify the default format to use for objects. Objects are
archived as script files in the version control provider.
To change the default order, delete the default format and
click + to select the order.
Working
folder
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.
Use default
mode
Clear this checkbox to override default folders for actions,
such as create or alter scripts for each object (recommended
for objects that are already under version control).
4. Complete the wizard and add objects to version control. Depending on the number of
objects selected, this process may take time.
Toad for IBM DB2 Installation GuideConfigure Version Control
68
The following indicators display in the top-right corner of any object under
version control:
Object is under version control
Object is checked out by another user
Object is checked out by current user
If version control is configured but an indicator does not display, open the Object
Options page in Tools | Options | Version Control | Objects and select the
checkbox for that object.
5. Right-click one or more objects in the Object Explorer to check them in/out, get the
latest version, update the status, and other actions.
Tips:
l You can use the Script tab in the Object Details pane to view revision information
about each script and historical create/alter scripts (initially collapsed). You can also
right-click a revision date to compare differences or update version control history.
See "Compare Revisions" in the online help for more information.
l You can view history for the last 100 check in operations by selecting History in the
Object Explorer. The History folder/node is read-only, and you cannot perform any
actions on the objects using it. Also, the Object Details pane remains empty when the
History folder/node is selected.
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69
l You can modify current settings, including whether to require comments when
checking objects and scripts in or out, adding or removing objects from version
control, disable or delete a version control configuration, etc., from Tools | Options |
Version Control | <options page>.
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 If you migrate settings when upgrading Toad, you may have to reconfigure the
repository setting in version control if a "Failed to open the settings for module
VersionControl reverting to defaults" error displays. To reconfigure the repository,
select Tools | Options | Version Control | Defaults and select the previous repository
in the Version control folder field. Your previous project settings are applied.
l In previous releases, the method Toad used to generate the script was different than
the current method. After upgrading Toad, a message may display stating that objects
or files in version control are different than the local version. If your local version is
current, you should check the objects or files into version control.
Troubleshoot Other Issues
Review the following to help troubleshoot issues with version control:
VSS Issues Description
Language
support
VSS 6.0 uses ANSI strings. Consequently, the English-encoded VSS
server and client do not handle certain characters in other languages.
This issue may also exist on previous or later VSS language
installations.
Case
insensitive
VSS is not case-sensitive. Using version control on objects whose
names differ by case only can cause history and version-tracking issues.
CVS Issues Description
System
cannot
find file
If a message stating that, “The system cannot find the file specified”
displays, this usually means that the CVS executable cannot be found
in the path you specified in the BinaryPath field of the Command
Based Version Control Properties window. Verify that cvs.exe exists in
the directory you specified in this field
Command
execution
When executing CVS commands, user input is not allowed. This
presents an issue when the user is using CVS with the SSH method and
must enter a password to establish the Secure Shell.
Workaround:
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70
Generate identity keys that automatically authenticate between the
client and the server when connecting with SSH.
Subversion
Issues
Description
System
cannot
find file
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
Command
execution
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.
Object
Issues
Description
Adding
multiple
objects
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.
Script Issues Description
Canceled
check-in
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.
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.
Appendix: Contact Quest
Contact Quest SupportQuest 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 our Support Portal at www.quest.com/support.
From our Support Portal, you can do the following:
l Retrieve thousands of solutions from our online Knowledge Base
l Download the latest releases and service packs
l 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:
www.quest.com/support.
Toad Community
Get the latest product information, find helpful resources, and join a discussion with the Toad
for DB2 team and other community members. Join the Toad for DB2 community at
http://toadfordb2.com/index.jspa.
Contact Quest Software
Email [email protected]
Quest Software, Inc.
World Headquarters
5 Polaris Way
Aliso Viejo, CA 92656
USA
Web site www.quest.com
See our web site for regional and international office information.
About Quest SoftwareEstablished in 1987, Quest Software (Nasdaq: QSFT) provides simple and innovative IT
management solutions that enable more than 100,000 global customers to save time and
Toad for IBM DB2 Installation GuideContact Quest Support
72
money across physical and virtual environments. Quest products solve complex IT challenges
ranging from database management, data protection, identity and access management,
monitoring, user workspace management to Windows management. For more information,
visit www.quest.com.
Index
A
agent, Toad for DB2
installation 22
application virtualization 9
C
Citrix
install 24
requirements 9
client requirements 6
connections
configure DB2 client 30
create DB2 40
DB2 LDAP support 39
share for all session windows 29
troubleshoot DB2 LUW 44
troubleshoot DB2 z/OS 48
understand 29
contact support 71
corporate deployment 15
CVS, configure 59
D
DB2
create connections 40
troubleshoot LUW issues 44
troubleshoot z/OS issues 48
desktop virtualization 9
I
install 13
Citrix 24
Citrix support 9
client requirements 6
debugging requirements on client
and subsystem
12
Quest IBM DB2 z/OS component 22
Quest SQL Optimizer for DB2
LUW
22-
23
silent 15
Toad for DB2 Agent 22
L
LDAP
DB2 support 39
license keys 27
M
mst file 19
P
Product Licenses 28
Q
Quest IBM DB2 z/OS component, installation23
R
requirements
Citrix 9
client 6
SQL procedure debugging 12
virtualization 9
S
server virtualization 9
Toad for IBM DB2 Installation GuideIndex
74
silent install 15
create transform file 19
Microsoft installer (MSI) 18
prerequisites 16
SourceSafe, configure 54
SQL Optimizer for DB2 LUW, installation22-
23
Subversion, configure 64
system requirements 6
T
Team Foundation Server, configure 54
TFS, configure 54
Toad for DB2 Agent
installation 23
Toad SQL Tuning for DB2 z/OS, installation24
transform file 19
troubleshoot
DB2 LUW connections 44
DB2 z/OS connections 48
version control 69
U
uninstall 27
V
Version Control 53
configure CVS 59
configure Subversion 64
configure TFS 54
configure VSS 54
troubleshoot 69
virtualization support 9
Visual SourceSafe, configure 54
VSS, configure 54