Create Project (Redshift)

These instructions assume you have already successfully launched Matillion ETL from the GCP marketplace.


Overview

A project is a logical grouping of configuration settings and resources (such as jobs) that is required in order to use Matillion ETL. You will be required to create a project when none are present (such as your first login to the instance) and will usually cause the Create Project screen to appear automatically. Alternately, new projects can also be created via:

Project Menu→Switch Project→Create Project.

There are no practical limits to the number of Projects you can create. However, only one Project is used by the client session at a single time and each must have a unique name.


Creating a Project

You are required to give your new Project some details to define it. Details on the available options are given below:

  • Project Group: An existing or new Group of arbitrary name used for logically grouping Projects.
  • Project Name: An arbitrary name for your new Project
  • Project Description: A searchable description of your project.
  • Include Samples: Deselect if you do not want to include sample jobs in the project.

A Project requires an environment to make use of external resources.

  • Name: Describes the environment. e.g. Test/Live etc
  • Credentials: Choose a set of credentials to use with this Project.
  • Redshift Cluster: If you have created an IAM Role this box will list your Redshift clusters that are visible to that role in the same region as the Instance is running. Selecting that cluster will populate many of the Connection Settings fields on the screen with sensible defaults. If the box is empty these will need to be set manually.

Next, you are required to give information about your Redshift cluster:

  • Endpoint: The physical address of the Leader Node. It will be either a name or I.P. address.
  • Port:  Usually 5439 or 5432, but could be configured differently when setting up your Redshift cluster.
  • Username: Username for the environment connection.
  • Password: Password for the environment connection.
  • Database:  However you named it when setting up your Redshift cluster. You may run with multiple database names, in which choose the one you would like to use for this project here.
  • Default Schema: 'public' by default, but if you have configured multiple schemas within your Redshift database, specify the schema you would like to use here.
  • Default Bucket: The name of the bucket to be used by default in Matillion ETL (for example, for staging files). A choice a bucket will always be provided in such cases and you are not tied to the bucket chosen here.
  • Enable SSL: to encrypt communications between Matillion and Redshift. Some Redshift clusters may be configured to require this.

Click Test and ensure connection is successful.

Finally click OK to create your project and environment.

 

Next Steps

If this is your first login to Matillion ETL, we STRONGLY advise that your first action on the client is to replace this default username and password with your own secure details. This can be done through User Configuration in the Admin Menu.