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  product awspr

   

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  product awsent

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  product awspro

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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

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

   D s product
   product aws

    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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   product aws

    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, 

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item managed account

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.

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Using combinations of 

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and S3

Any of the following storage environment options can be configured after completing sign-up:registration. These environments can be configured through the 

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NOTE: If you are using your own AWS/S3 resources, you must acquire configuration information before you can connect to your S3 assets. These requirements for these resources are covered later.

Whitelist the IP address range of the 

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item Service

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35.245.35.240/28

For Redshift:

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

• EC2-VPC (Security group): Add the IP address range to the inbound rule for the security group associated with the cluster. For more information, see https://docs.aws.amazon.com/redshift/latest/gsg/rs-gsg-authorize-cluster-access.html#rs-gsg-how-to-authorize-access-vpc-security-group.
• EC2-Classic: Add the IP address range to the inbound rule for the security group associated with the EC2 instance. For more information, see https://docs.aws.amazon.com/redshift/latest/gsg/rs-gsg-authorize-cluster-access.html#rs-gsg-how-to-authorize-access-cluster-security-group.

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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product aws

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

Login

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

S3 Configuration

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

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Workspace Setup

Set Default Storage Layer

You 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 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 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

Steps:

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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:
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   D caption
   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 users in getting started with wrangling.

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.

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

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  item Community

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