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Trifacta SaaS


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Contents:


This section applies to getting started with  Trifacta® SaaS, an AWS-native platform for data wrangling. The following following product tiers are available:

  • Trifacta Premium
  • Trifacta Standard 

Trifacta® SaaS enables you to rapidly ingest, transform, and deliver clean, actionable data across your entire enterprise. Please review the following sections on how to prepare for and set up your  Trifacta SaaS workspace.

NOTE: This section applies to both the free version and the licensed version of Trifacta SaaS. For more information on the differences, see Product Limitations.

This section provides an overview of how to get started using the product. 

  1. Administrators should complete the first section to set up the product for use. 
  2. After set up is complete, individual users should complete the second section to get started using the product.

Setup Process

Having difficulties? To speak to a support representative, click the icon in the corner and submit your question.

Steps:

  1. Before you begin. If you are using your own AWS S3 buckets, you should prepare them and their access policies to ensure that  Trifacta SaaS can integrate with them. 

    NOTE: If you do not have these AWS resources, they can be created for you. Details are below.

    1. Technical setup: Please share the technical setup section with your S3 administrator.
  2. Register. Complete the simple online workflow to license and create your  Trifacta SaaS workspace.
  3. Workspace setup. Before you invite other users to your workspace, you should complete a few setup steps.
  4. Invite users. If you intend to share the workspace with other users, you can invite them from within it. 
  5. Wrangle away! 

Before You Begin

Hosted on Amazon Web Services,  Trifacta SaaS is designed to natively interact with AWS datasources, so that you can rapidly transform your data investments in AWS.

Register for  Trifacta SaaS

To begin the registration process, please visit https://www.trifacta.com/start-wrangling.

Login

After you have completed registration, please login to the application. The Home page is displayed.

NOTE: You can now access online documentation through the application. From the left menu bar, select Help menu > Documentation.

S3 Configuration

For more information on changing the default storage environment or enabling S3 as a storage environment, see Configure Storage Environment.

Workspace Setup

Review Workspace Settings

As the first registered user, you are assigned the workspace admin role, which provides control over workspace-level settings. Before you invite users to the workspace, you should review and modify the basic configuration for the workspace. See Workspace Settings Page.

Verify Operations

NOTE: Workspace administrators should complete the following steps to verify that the product is operational end-to-end.

Prepare Your Sample Dataset

To complete this test, you should locate or create a simple dataset. Your dataset should be created in the format that you wish to test.

Tip: The simplest way to test is to create a two-column CSV file with at least 25 non-empty rows of data. This data can be uploaded through the application.

Characteristics:

  • Two or more columns. 
  • If there are specific data types that you would like to test, please be sure to include them in the dataset.
  • A minimum of 25 rows is required for best results of type inference.
  • Ideally, your dataset is a single file or sheet. 



Verification Steps

Steps:

  1. Login to the application.See Login.

  2. In the application menu bar, click Library.

    Tip: When you login for the first time, you can immediately import a dataset to begin transforming it.

  3. Click Import Data. See Import Data Page.
    1. Select the connection where the dataset is stored. For datasets stored on your local desktop, click Upload.
    2. Select the dataset.
    3. Click Continue.
  4. The initial sample of the dataset is opened in the Transformer page, where you can edit your recipe to transform the dataset.
    1. In the Transformer page, some steps are automatically added to the recipe for you. So, you can run the job immediately.
    2. You can add additional steps if desired. See Transformer Page.
  5. Click Run
    1. If options are presented, select the defaults.

    2. To generate results in other formats or output locations, click Add Publishing Destination. Configure the output formats and locations. 
    3. To test dataset profiling, click the Profile Results checkbox. Note that profiling runs as a separate job and may take considerably longer. 
    4. See Run Job Page.

  6. When the job completes, you should see a success message under the Jobs tab in the Flow View page. 
    1. Troubleshooting: Either the Transform job or the Profiling job may break. To localize the problem, try re-running a job by deselecting the broken job type or running the job on a different running environment (if available). You can also download the log files to try to identify the problem. See Job Details Page.
  7. Click View Results from the context menu for the job listing. In the Job Details page, you can see a visual profile of the generated results. See Job Details Page.
  8. In the Output Destinations tab, click a link to download the results to your local desktop. 
  9. Load these results into a local application to verify that the content looks ok.

Checkpoint: You have verified importing from the selected datastore and transforming a dataset. If your job was successfully executed, you have verified that the product is connected to the job running environment and can write results to the defined output location. Optionally, you may have tested profiling of job results. If all of the above tasks completed, the product is operational end-to-end.

Invite Users

NOTE: First-time users of the product should access  Trifacta SaaS by invitation only. Do not provide direct URLs to first-time users.


  1. You can invite other people to join your workspace. 
    1. When users initially join your workspace, they are assigned a non-admin role. Through the Workspace Users page, you can assign roles.
    2. Select User menu > Admin Console > Users. Then, click Invite Users.
    3. For more information, see Workspace Users Page.
  2. The workspace administrators must provide credentials for each workspace member account. See Workspace Users Page.

Example Flows

When a new workspace is created, the first user is provided a set of example flows. These flows are intended to teach by example and illustrate many recommended practices for building your own flows. For more information on example flows, see Workflow Basics.

Getting Started for Workspace Users

This section walks through the process of getting started as a new member of a Trifacta SaaS workspace. 

Steps:

  1. You should have received an email like the following:


    Figure: Welcome email

  2. Click the link. If you see a Missing Storage Settings error message, then you must provide your individual user storage credentials and default bucket. To do so, click the Here link.
  3. In your Storage Settings page, you may be required to enter your S3 credentials. After the credentials have been entered, you can begin using the product. 
  4. Access documentation: To access the full customer documentation, from the left nav bar, select Help menu > Documentation.

The following resources can assist workspace users in getting started with wrangling.

Tip: Check out the product walkthrough available through in-app chat! This tour steps through each phase of ingesting, transforming, and generating results for your data.

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