Desktop Requirements

• All desktop users of the platform must have the latest version of Google Chrome installed on their desktops.
  • Google Chrome must have the PNaCl client installed and enabled.
  • PNaCl Version:  0.50.x.y or later
• All desktop users must be able to connect to the EC2 instance through the enterprise infrastructure.

Sizing Guide

Use the following guidelines to select your instance size:

Pre-requisites

Before you install the platform, please verify that the following steps have been completed.

1. EULA. Before you begin, please review the End-User License Agreement. See End-User License Agreement.

2. S3 bucket. Please create an S3 bucket to store 

   D s item
   item assets

   . In the bucket, the platform stores metadata in the following location:

   Code Block
   <S3_bucket_name>/trifacta

   See https://s3.console.aws.amazon.com/s3/home.

3. IAM policies. Create IAM policies for access to the S3 bucket. Required permissions are the following: 

   • The system account or individual user accounts must have full permissions for the S3 bucket:

     Code Block
     Delete*, Get*, List*, Put*, Replicate*, Restore*

   • These policies must apply to the bucket and its contents. Example:

     Code Block
     "arn:aws:s3:::my-trifacta-bucket-name" "arn:aws:s3:::my-trifacta-bucket-name/*"

   • See https://console.aws.amazon.com/iam/home#/policies
4. EC2 instance role. Create an EC2 instance role for this policy. See https://console.aws.amazon.com/iam/home#/roles.

Internet access

Install Steps

1. Launch 

   D s product
   product edge

    from AMI.
2. In the EC2 Console:
   1. Instance size: Select the instance size. See Sizing Guide.
   2. Network: Configure the VPC, subnet, firewall and other configuration settings necessary to communicate with the instance. 
   3. Auto-assigned Public IP: You must create a public IP to access the 

      D s platform

      .
   4. EC2 role: Select the EC2 role that you created.

   5. Local storage: Select a local EBS volume. The default volume includes 100GB storage.

      Info
      NOTE: The local storage environment contains the D s item item databases , the product installation, and its log files. No source data is ever stored within D s product product edge .

   6. Security group: Use a security group that exposes access to port 3005, which is the default port for the platform. 
   7. Create an AWS key-pair for access:This key is used to provide SSH access to the platform, which may be required for some admin tasks. Save key file to your local computer for later use.
   8. Save your changes.

3. Launch the configured version of 

   D s product
   product edge

   .

   Info
   NOTE: From the EC2 Console, please acquire the instanceId, which is needed in a later step.

4. When the instance is spinning up for the first time, performance may be slow. When the instance is up, please navigate to the following:

   Code Block
   http://<public_hostname>:3005

5. When the login screen appears, enter the following:
   1. Username:  admin@trifacta.local

   2. Password: (the instanceId value)

      Info
      NOTE: As soon as you login as an admin for the first time, you should immediately change the password. Select the User Profile menu item in the upper-right corner. Change the password and click Save to restart the platform.

6. From the application menu, select Settings menu > Admin Settings. 
7. In the Admin Settings page, you can configure many aspects of the platform, including user management tasks, and perform restarts to apply the changes.

   1. In the Search bar, enter the following:

      Code Block
      aws.s3.bucket.name

   2. Set the value of this setting to be the bucket that you created for 

      D s product
      product edge

      .

8. The following setting must be specified.

   Code Block
   "aws.mode":"system",

   You can set the above value to either of the following:

   aws.mode value	Description
   system	Set the mode to system to enable use of EC2 instance-based authentication for access.
   user	Set the mode to user to utilize user-based credentials. This mode requires additional configuration.

   Details on the above configuration are described later.Depending on how your VPC is configured, you may need to specify the VPC endpoint through which the

   D s platform

   connects to S3:
   

   Code Block
   "aws.s3.endpoint": "<your_vpc_endpoint>",

   For more information, see Enable S3 Access.

9. Click Save.

10. When the platform restarts, you can begin using the product.

SSH Access

If you need to SSH to the

ssh -i <path_to_key_file> <userId>@<tri_node_DNS_or_IP>

<path_to_key_file>

<tri_node_DNS_or_IP>