WhereScape RED provides a metadata installer that enables you to set up and configure your metadata repository settings. The RED Setup Wizard guides you through the process of configuring your metadata repository and the other software components required to run WhereScape RED.

The RED Setup Wizard guides you through the following installation processes:

  1. Installing the RED Metadata
  2. Metadata and Enablement Pack installation
  3. RED Metadata Configuration

The following sections describe the steps to install and configure the RED metadata repository and the other software components required to run RED.

Metadata and Enablement Pack Installation

Note

Before you begin the RED Setup Wizard:

  • Stop any WhereScape RED schedulers running on the computer
  • Close any other applications that are running

 The following steps describe how install the RED metadata repository and other software components to run RED with the functions and features that you configure.

  1. After successfully installing WhereScape RED, open the RED Windows installation directory, double-click the RedSetupWizard.exe application to launch the Setup Wizard, and click Start.

    Note

    If a valid license is not found on the system the RedInstallLicense wizard will be launched.

  2. Click Next to continue, the Metadata Repository window is displayed.
    Select if you want to create a new repository or use an existing repository to store the RED metadata and then click Next to continue.

RED Metadata Configuration

  1. To start configuring the metadata is required to have a valid empty PostgreSQL database and an ODBC DSN.
  2. Selecting the Create new Repository option displays the Configure Metadata Database screen.
    Specify a data source to which RED connects and the login details for the selected source database.

    Type in the required metadata connection details:
    1. Select from the dropdown list the ODBC data source name (DSN) for the metadata repository connection.
    2. Enter the User Name and the Password to connect to the metadata repository connection.
  3. Click Validate to continue the data source and login credentials validation. After successful validation, click Next to continue.

    Note

    The validation is performed against the selected data source to ensure:

    • The database is not already being used by another RED repository.
    • The database is not being used for another purpose.
  4. The WhereScape Enablement Pack window displays. As the dialog explains, you can download the Enablement Pack from the Support portal and unzip the file to a local directory, click to select the directory that contains the unzipped Enablement Pack, once your configuration is complete, click Next to continue.
  5. The Configure Enablement Packs window displays a list of components that you can include or exclude in RED.

    All components are selected by default. Click the drop-down arrow to view a sub-menu of the items available under each component.

    Note

    The enablement pack components vary, depending on the type of database enabled.
    OptionDescription
    Database Function SetEnables you to select the RED database function set that will be installed with the enablement pack.
    Database function sets contain a list of functions and operators that are used for building transformations.
    Data Type Mappings SetEnables you to select the RED data type mapping set that will be installed with the enablement pack.
    Data type mapping sets contain a list of mappings that are used when loading tables into the data warehouse.
    Extended PropertiesEnables you to select the RED extended property definition set that will be installed with the enablement pack.
    Extended properties are used to facilitate connection to a specific database technology (e.g. Snowflake, Amazon Redshift, Microsoft Azure, etc.) and are also used in the script-based processing of all table objects in the database target.
    PowerShell ModulesEnables you to select the RED PowerShell modules that will be installed with the enablement pack.
    Data type mapping sets contain a list of mappings that are used when loading tables into the data warehouse.
    Python Modules
    TemplatesEnables you to select the RED templates that will be installed with the enablement pack.
    Templates are used in processing the data warehouse table objects. 
    ScriptsEnables you to select the RED scripts that will be installed with the enablement pack.
    Scripts are used in processing the data warehouse table objects. 
    ProceduresEnables you to select the RED procedures that will be installed with the enablement pack.
    Procedures are used in processing the data warehouse table objects. 
    UI Configurations
    Files Automatically ExecutedEnables you to select the RED files that will be installed with the enablement pack.
  6. In the Add Targets screen, configure the connection where your data warehouse will reside.


    1. Add a Connection Name, which needs to be a unique name to identify your connection.
    2. Select the Data Source Name created with the ODBC admin tool.
    3. Add User Name and Password associated with your connection
    4. Add the location of the existing schemas for object storage, follow these steps to complete this section:
      1. When you click Add Location, the Target Storage Location populates automatically. Enables you to add and validate a schema in the specified target database. If the schema defined does not exist in the target database, it is created during the installation process.
      2. After validating, click Add to add the target storage location, and click Next to continue.
  7. A new Add Targets screen displays, which allows you to add another target.

    After successfully adding your database target(s) and schema, click Next to continue.
  8. The Add ODBC Sources window displays.

    Type in the required data source connection details:
    1. Add a name to your connection. Typically similar or derived from the ODBC Source Name (DSN) for quick identification.
    2. The ODBC data source name (DSN) for the data source connection. The OBDC Data Source Name must be defined in the Windows ODBC Data Source Administrator to appear in this drop-down field.
    3. Enter the login User Name and Password to connect to the data source.
    4. Click Validate to continue.
    5. After the validation is completed, click Add to add several datasources, they are displayed in the right pane of the window. Click Next to continue.
  9. In the Summary window, you can review all the details about the Metadata Location, Repository Settings, and Enabled Database settings.

    Click Install to proceed with the installation.

    Note

    • Clicking Previous enables you to step back through the Setup Wizard screens and edit the setting you have currently defined.
    Once the installation is complete, a message is displayed to confirm that the installation was successful.
  10. Click Finish to launch RED and start working with your data warehouse.

    Note

    If the installation process is not successful, a message is displayed showing the error details. You can try to fix the problem using the error information and then click Retry to continue the installation.


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