Organize Files Using the Library in Toad Data Point 3.8

A new feature in Toad Data Point 3.8 is a new interface for organizing and accessing your Toad files – the Library. It is designed to be used as part of your primary workspace in Toad Data Point. It allows you to organize and view your files by categories and groups that you create. Create topics to group files. Add keyword tags to individual files to further categorize them.

To open the Library go to Tools | Library.

To add a file to the Library click the “Add to Library” button in the Library window. Note, files are added to the Library but remain in their original locations. 

Organizing your Library

After selecting a file, an “Add Files to Library” dialog opens. In the dialog you can add tags and apply  topics to the file or files you’ve selected. New tags and topics can be created at this time, or apply ones that have been used previously. Note, if you are adding multiple files at the same time, the topic and the tags are applied to all files.

Tip: Toad automatically creates a tag using the folder name. Before adding a large number of files to the Library, you might organize them into folders with relevant names.

After files are added to the Library, the file path for each file is displayed in the Library grid. You can create, edit, and apply as many topics and keyword tags as you need. This is editable within the main Library window. To further differentiate individual files, you can add a description. These are search-enabled and can be used to group files. As the number of files in your Library grows, use filter, group, and search features to easily find the files you need.

By default, all files you open in Toad Data Point is automatically added to the Library. This can be disabled under Tools | Options | Environment | General. Then clear the “Automatically add files to Library on open” check box.

If you enable the option to “Automatically add files to Library on open”, the file name and location are added to the Library without any topics, tags, or description. You can add these manually from the Library window later, or if you choose to Save As before closing the window in Toad. The dialog to save will give you the option to specify topics, tags, and description at that time. 

Your initial view after files are added to the Library is “Recently Added”. But this can be changed, e.g. to view all files, select “All”, from the View drop-down list (upper-right corner of window).

As noted, there are search capabilities in the Library. At the top is a Search field. Enter a search term or partial text in the Search field. Toad returns all results that contain the specified search term in any field (even hidden columns). 

Files can also be grouped. To group files, drag a column header, such as Topic, to the Group By box (immediately above grid). By default, files are grouped by File Type. To remove this grouping, drag the File Type group from the Group By box to the grid header.

Filters can also be added to column. Click the filter icon in any column header. You can select a specific value, or choose to create a custom filter.  There is also an advanced Filter Editor to create a filter. Right-click a column header and select Filter Editor. See “Filter Data in Transform and Cleanse” Toad’s Help for more information.  

Tip: Use the Auto Filter Row (right-click grid header and select Show Auto Filter Row) to quickly create the framework for your filter. Then refine it in the Filter Editor.


Using your Library

Files can be opened and run directly from the Library. To open a file either double click on the file name or right-click the file name and select Open. This will open the file within Toad.

To run an Automation script directly from the Library, right-click the script and select Execute. Or the Automation script itself can be opened in Toad, then run from the automation window.

Files can also be published from Toad Data Point’s Library window to Intelligence Central. Right-click the file name and select Publish. The tags and description applied to the file in the Library are automatically included when published to Intelligence Central.


Maintaining your Library

Note, files are added to the Library but remain in their original locations. When you attempt to open a file in the Library that was moved from its original location or renamed, Toad alerts you. Toad informs you that the file is missing and gives you the option of specifying the new location or removing the file.

To remove a file from the Library right-click the file name and select Remove.

The search.index file contains the information used in the Library, such as a file's location and tags. This file is located in your Application Data directory.

Next Steps

Check out more new features in Toad 3.8!

For a full list and further details about new features, please refer to the Toad Data Point 3.8 Release Notes found in the Support Portal's Technical Documentation.