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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

Steps:

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

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    can integrate with them. 

   Info
   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 task to license and create your 

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    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, 

AWS Overview

Below are the AWS objects that are required for setup. 

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To create these objects are part of the setup process, you must have an AWS account. For more information, see https://aws.amazon.com/.

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An IAM (Identity and Access Management) policy is an AWS resource used to define the low-level permissions for access to a specific resource. During setup, you can use or create a new IAM policy for the product to use for either access method.

For more information, see "Create policy to grant access to S3 bucket" below.

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Technical Setup

The following sections should be provided to your AWS administrator for setting up access to these resources, if required.

Create policy to grant access to S3 bucket

To use your own S3 bucket(s) with 

• For more information on creating policies, see https://console.aws.amazon.com/iam/home#/policies.

Below is an example policy template. You should use this template to create the policy.

Template Notes:

1. One of the statements grants access to the trifacta-public-datasets bucket, which contains resources used for the onboarding tour.  
2. Replace <my_default_S3_bucket> with the name of your default S3 bucket.
3. To grant access to multiple buckets within your account, you can extend the resources list to accommodate the additional buckets.

Policy Template

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Sid": "VisualEditor0",
            "Effect": "Allow",
            "Action": [
                "s3:PutObject",
                "s3:GetObject",
                "s3:ListBucket",
                "s3:DeleteObject",
                "s3:GetBucketLocation"
            ],
            "Resource": [
                "arn:aws:s3:::<my_default_S3_bucket>",
                "arn:aws:s3:::<my_default_S3_bucket>/*"
            ]
        },
        {
            "Sid": "VisualEditor1",
            "Effect": "Allow",
            "Action": [
                "s3:GetObject",
                "s3:ListBucket"
            ],
            "Resource": [
                "arn:aws:s3:::trifacta-public-datasets",
                "arn:aws:s3:::trifacta-public-datasets/*"
            ]
        }
    ]
}

Update policy to accommodate SSE-KMS if necessary

If any accessible bucket is encrypted with SSE-KMS, another policy must be deployed. See https://docs.aws.amazon.com/kms/latest/developerguide/iam-policies.html.

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When the product is first launched, a default storage environment is automatically created for you as part of this setup process.

Using S3 as default storage environment

If preferred, you can configure the use of S3 as the default storage environment.

Using combinations of 

D s tfs

and S3

Any of the following storage environment options can be configured after registration. These environments can be configured through the 

Whitelist the IP address range of the 

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If you are enabling any relational source, including Redshift, you must whitelist the IP address of the 

Register for 

d-s-

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product
product

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aws

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34.86.43.62/32
35.230.178.129/32
35.245.163.90/32
34.86.140.202/32

For Redshift:

For Redshift, there are two ways to whitelist the IP depending on if you are using EC2-VPC or EC2-Classic (not common).

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For details on this process with RDS in general, see https://docs.aws.amazon.com/AmazonRDS/latest/UserGuide/Overview.RDSSecurityGroups.html

For more information, please contact 

Register for 

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

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Login

After you have completed registration, please login , you must verify your email address. After verification, log in to the application.

Workspace Setup

Set Default Storage Layer

You

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can configure

Set up AWS credentials

If you selected S3 as your default storage layer, you must provide your AWS credentials. For more information, see AWS Account Page.

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 members users to the workspace, you should review and modify the basic configuration for the workspace.

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For more information, see  Workspace Settings Page.

Verify Operations

Invite

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Users

1. You can invite other people to join your workspace. 
   1. When members users initially join your workspace, they are assigned a non-admin role. Through the Workspace Members 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 PageUsers 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 Basics.

Getting Started for Workspace

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This section walks through the process of getting started as a new member of a

Steps:

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Users

This section contains additional steps that may be required to use all features of the product. 

Email verification

When you connect to the product, you may see a banner indicating that you have not confirmed your email address. 

Steps:

1. In the 

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   , click the button in the banner to send an email to the address that you used to register.

2. You should receive an email like the following:
   Image RemovedImage Added

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   Welcome email

3. Click the link. If you . 

Storage configuration

Individual users may be required to provide their own AWS authentication credentials. When they login for the first time, you may see a Missing Storage Settings error message

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. For more information, see AWS Account Page.

Verify operations

To verify that the workspace is operating correctly for your configuration, run a job. See "Verify Operations" above.

Additional resources

To access the full customer documentation, from the left nav bar, select 

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Resources menu > Documentation.

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

• If product walkthroughs have been enabled, each new member can step through an onboarding tour of the product after first login. 

• For an overview of the product, see Product Overview.
• Check out the 

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  : https://community.trifacta.com. See Alteryx Community.
• Try the free Wrangler certification course. See https://community.trifacta.com/s/academywelcome.Alteryx Academy.
• For a basic summary of each step of the wrangling process, see Workflow Basics.