If you are a project owner or workspace admin logging into for the first time, you can use these steps to set up the environment for use and invite other users to join.
When you first log in to your project or workspace, you should be able to immediately run a job to ensure the product is working properly. The goal of these steps is to simply verify that you can run a job.
Tip: Any user invited to the project should be able to complete these steps, including uploading files from their local environment to begin wrangling immediately.
If you have successfully completed the above steps, the product is working for end-to-end execution of importing, transforming, and outputting your data.
Depending on the edition of the product that you licensed, there may be specific steps required to integrate with your environment:
Tip: Please complete the steps listed below for your product edition by following the documentation link. You can then return to complete the remaining steps in this page.
|Product Edition||Key Tasks||Steps|
|For more information, please see the Install and Configure guides provided with your product.|
After you have deployed the product, you should review the environment settings.
These settings define features and behaviors in the project or workspace. Key categories and settings:
These settings define whether users are permitted to create and use API access tokens, which allow for access to the REST APIs.
These features can enable access to datastores and conversion features, including the use of custom SQL to create imported datasets.
|Flows, recipes, and plans|
These settings enable features related to the development of features, recipes, and plans.
These features define aspects of how jobs are executed on , which is an in-memory running environment hosted on the , and the available clustered running environment.
These settings can be modified to define the formats that is permitted to generate. Most output formats are enabled.
These features are early access features that may be modified or even removed at any time.
You can now invite users to your project or workspace. See Invite New Users.
Each invited user is automatically assigned the default role. If needed, you can modify or add other roles to the user account.
NOTE: Without modification, the default role assigned to users permits sufficient access to import, transform, and export data. Access to admin functions and other advanced features may be restricted.
Tip: Roles are additive. Users are permitted the maximum privileges in all assigned roles.
As needed, you can modify the privileges of existing roles or define new roles. Please see the links below.