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This guide steps through the requirements and process for installing 

D s product
productedgeawsm
rtrue
 through the AWS Marketplace.

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  • Connectivity to sources other than S3 and Redshift is not supported.
  • Jobs must be executed on the 
    D s server
    . No other running environment integrations are supported.
  • Anomaly and stratified sampling are not supported in this deployment.
  • When publishing single files to S3, you cannot apply an append publishing action.
  • D s product
    productedgeawsm
     must be deployed into an existing Virtual Private Cloud (VPC). 

  • The EC2 instance, S3 buckets, and any connected Redshift databases must be located in the same Amazon region. Cross-region integrations are not supported at this time.

    Info

    NOTE: HDFS integration is not supported for Amazon AMI installations.

  • The S3 bucket automatically created by the Marketplace CloudFormation template is not automatically deleted when you delete the stack in CloudFormation. You must empty the bucket and delete it, which can be done through the AWS Console.

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D s product
productedge
on AWS

Through EC2 with AMI IDThrough CloudFormation template
Install

If you know the AMI ID for

D s product
productedgeawsm
, you can install the product through EC2.

Info

NOTE: Please verify that the additional pre-requisites have been met. See below.

 Supported. Instructions are provided below.

Tip

Tip: Using the CloudFormation template is the recommended method of installing the product.

Upgrade Supported. See Upgrade for AWS Marketplace.
Info

NOTE: This method of upgrading the product is not supported. Using the CloudFormation template will overwrite all security groups and policies.

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This document assumes that you are setting up 

D s product
 to up the product to use Amazon's preferred EC2 role-based authentication for access to AWS resources. 

Tip

Tip: Using EC2 role-based authentication is recommended by AWS. For more information, see https://docs.aws.amazon.com/IAM/latest/UserGuide/best-practices.html#use-roles-with-ec2.

 

D s product
 also This product also supports the following authentication methods:

  • System mode - All users of 
    D s product
     use of the product use the same key and secret combination to access resources.
  • User mode - Each user has a separately specified key and secret combination to access resources.

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By default, 

D s product
productproawsm
 is installed on a server with SELinux enabled. Security-enhanced Linux (SELinux) provides a set of security features for, among other things, managing access controls. 

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Excerpt

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

Info

NOTE: The following guidelines apply only to

D s product
productedgeawsm
.

Use the following guidelines to select your instance size:

Info

NOTE:

D s product
productedgeawsm
enforces a maximum limit of 30 users.

Instance TypeMax users

Avg. size of jobs on

D s server
(GB)

m4.4xlarge520 GB

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. SSH Key-pair. Please verify that there is an SSH key pair available to assign to the
    D s item
    itemserver
    .

Additional pre-requisites for EC2 installation

If you are installing the product through EC2, please verify that the following additional requirements are met:

  1. 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
  2. EC2 instance role. Create an EC2 instance role for this policy. See https://console.aws.amazon.com/iam/home#/roles.

Install Steps - CloudFormation template

This install process creates the following:

  • D s item
    itemnode
    on an EC2 node
  • S3 bucket
  • IAM roles and policies to access the S3 bucket from the
    D s item
    itemnode

Steps:

  1. In the Marketplace listing, click Deploy into an existing VPC.
  2. Select Template: The template path is automatically populated for you.
  3. Specify Details:
    1. Stack Name: Display name of the application

      Info

      NOTE: Each instance of the

      D s platform
      should have a separate name.

    2. Instance Type: Please select the appropriate instance depending on the number of users and data volumes of your environment. For more information, see the Sizing Guide above.

    3. Key Pair: Select the SSH pair to use for

      D s item
      itemInstance
      access.

    4. Allowed HTTP Source: Please specify the IP address or range of address from which HTTP/HTTPS connections to the application are permitted.

    5. Allowed SSH Source: Please specify the IP address or range of address from which SSH connections to the application are permitted.

  4. Options: None of these is required for installation. Specify your options as needed for your environment.
  5. Review: Review your installation and configured options.
    1. Select the checkbox at the end of the page.
    2. To launch the configured instance, click Create.
  6. In the Stacks list, select the name of your application. Click the Outputs tab and collect the following information. Instructions in how to use this information is provided later.

     

    ParameterDescriptionUse
    TrifactaUrl value

    URL and port number to which to connect to the

    D s item
    itemapplication

    Users must connect to this IP address and port number to access.
    TrifactaBucketThe address of the default S3 bucketThis value must be applied through the application.
    TrifactaInstanceIdThe identifier for the instance of the platform

    This value is the default password for the admin account.

    Info

    NOTE: This password must be changed immediately.

  7. When the instance is spinning up for the first time, performance may be slow. When the instance is up, please navigate to the TrifactaUrl location:

    Code Block
    http://<public_hostname>:3005
  8. When the login screen appears, enter the following:
    1. Username: admin@trifacta.local
    2. Password: (the TrifactaInstanceId value)

      Info

      NOTE: As soon as you login as an admin for the first time, you should immediately change the password. In the left side bar, click the Settings menu at the bottom. Then, click Settings >User Profile. Change the password and click Save to restart the platform.

  9. From the application menu, select the Settings menu. Then, click Settings >Admin Settings
  10. 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 TrifactaBucket value that you collected from the Outputs tab.

  11. The following setting must be specified.

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

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

    aws.mode valueDescription
    systemSet the mode to system to enable use of EC2 instance-based authentication for access.
    userSet the mode to user to utilize user-based credentials. This mode requires additional configuration.

    Details on the above configuration are described later.

  12. Click Save.

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

Install Steps - EC2 instance

  1. Launch 
    D s product
    productedgeawsm
     using the AWS AMI ID for the product.
  2. In the EC2 Console:
    1. Instance size: Select the instance size.
    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
      itemdatabases
      , the product installation, and its log files. No source data is ever stored within
      D s product
      productedgeawsm
      .

    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
    productedgeawsm
    .

    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
      productedgeawsm
      .

  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 valueDescription
    systemSet the mode to system to enable use of EC2 instance-based authentication for access.
    userSet the mode to user to utilize user-based credentials. This mode requires additional configuration.

    Details on the above configuration are described later.

  9. Click Save.

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

SSH Access

If you need to SSH to the

D s item
itemnode
, you can use the following command:

Code Block
ssh -i <path_to_key_file> <userId>@<tri_node_DNS_or_IP>
ParameterDescription
<path_to_key_file>

Path to the key file stored on your local computer.

<userId>The user ID is always centos.
<tri_node_DNS_or_IP>

DNS or IP address of the

D s item
itemnode

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