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This section applies to getting started with
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- Administrators should complete the first section to set up the product for use.
- After set up is complete, individual users should complete the second section to get started using the product.
Setup Process
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Having difficulties? To speak to a support representative, click the icon in the corner and submit your question. |
Steps:
Before you begin. If you are using your own AWS S3 buckets, you should prepare them and their access policies to ensure that
can integrate with them.D s product product aws Info NOTE: If you do not have these AWS resources, they can be created for you. Details are below.
- Technical setup: Please share the technical setup section with your S3 administrator.
- Register. Complete the simple online workflow to license and create your
workspace.D s product product aws - Workspace setup. Before you invite other users to your workspace, you should complete a few setup steps.
- Invite users. If you intend to share the workspace with other users, you can invite them from within it.
- Wrangle away!
Before You Begin
Hosted on Amazon Web Services,
is designed to natively interact with AWS datasources, so that you can rapidly transform your data investments in AWS. D s product product aws
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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).
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Register for
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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.
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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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Tip: You can also rename the workspace. |
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For more information, see Workspace Settings Page .
Verify Operations
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NOTE: Workspace administrators should complete the following steps to verify that the product is operational end-to-end. |
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Invite Users
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NOTE: First-time users of the product should access it by invitation only. Do not provide direct URLs to first-time users. |
- You can invite other people to join your workspace.
- When users initially join your workspace, they are assigned a non-admin role. Through the Workspace Users page, you can assign roles.
- Select User menu > Admin Console > Users. Then, click Invite Users.
- For more information, see Workspace Users Page.
- 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.
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You should have received an email like the following:
D caption Welcome email
- 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.
- 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.
- 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.
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Tip: Check out the product walkthrough available through in-app chat! This tour steps through each phase of ingesting, transforming, and generating results for your data. |
- For an overview of the product, see Product Overview .
- Check out the
: https://community.trifacta.comD s item item Community - 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.