This section applies to getting started with 

• D s product
  product awspr

• D s product
  product awsst

   

• D s product
  product awsent

• D s product
  product awspro

• D s product
  product awssta

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

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 

   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 to license and create your 

   D s product
   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, 

D s item
item managed account

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

This default storage environment is managed by

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

  Info
  NOTE: When S3 is used as the default storage environment, you must provide the policies, buckets, and other AWS resources required to manage your datasets and generated results.

• You can choose to enable other storage environments in addition to your default storage environment.

Any of the following storage environment options can be configured after completing sign-up:

Whitelist the IP address range of the 

D s item
item Service

The IP address range of the 

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 

D s product
product aws

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.

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

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:

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

   D caption
   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.

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

  D s item
  item Community

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