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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.

Before you begin

Before installing the RED Metadata you will need:

Metadata Repository Database Prerequisites

• A database created to house the RED Metadata Repository on a supported version of PostgreSQL, see this section for user permissions recommendations.
• The matching version of PostgreSQL ODBC Driver to your PostgreSQL database version installed.
• An ODBC DSN setup to connect to your RED Metadata Repository database (PostgreSQL Unicode(64) driver preferred).
• A valid WhereScape RED software license.

Target Database Prerequisites

• A target database to house your data warehouse, this should be the target database platform type you have a RED license for.
• The matching version of ODBC Driver for your target database platform installed.
• An ODBC DSN setup to connect to your target data warehouse database.
• Any target specific prerequisites specified in the Target Enablement Pack you have been supplied.

Target Enablement Pack Prerequisites

• A downloaded and unpacked Target Enablement Pack to configure RED for your licensed target platform

Red Setup Wizard (RedSetupWizard.exe)

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

1. RED Metadata Installation
2. Target Database
3. Installing the RED Metadata
4. Metadata and Enablement Pack installationInstallation
5. 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.

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RED Metadata and Enablement Pack Installation

 The following steps describe how to 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.
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   If a valid license is not found on the system the RedInstallLicense wizard will be launched.

2. Read the End User License Agreement and select the checkbox to confirm you agree to the license terms.
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3. Click 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.Image Removed

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RED Metadata Configuration

To

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configure the metadata

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database ensure you have already covered the prerequisites at the start of this guide. You will need your empty PostgreSQL database and

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DSN setup to proceed.

1. Selecting the After selecting Create new Repository option displays , the Configure Metadata Database screen displays.
   

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   1. 1. Specify a data source to
   which
   1. 1. which RED connects and the login details for the selected source database.
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   Type in the required metadata connection details:
   1. 1. Data Source Name: Select from the dropdown list the ODBC data source name (DSN) for the metadata repository connection.
      2. User Name/ Password: Enter
   the
   2. 1. the User Name and the Password to connect to the metadata repository connection.
      2. Connection String: Accepts the token replacement of RED Tokens, DNS, Username, and password. By default, click Validate to populate this field automatically with a default connection string, which is a mandatory field for ODBC Database connections for RED.
2. Click Validate to continue the data source and login credentials validation. After successful validation, click click Next to continue.
   

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   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.

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Target Database Enablement Pack Install

1. 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.
   
2. 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.
   
   

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   The enablement pack components vary, depending on the type of database enabled.

   Option	Description
   Database Function Set	Enables 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 Set	Enables 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 Properties	Enables 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 Modules	Enables 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
   Templates	Enables you to select the RED templates that will be installed with the enablement pack. Templates are used in processing the data warehouse table objects.
   Scripts	Enables you to select the RED scripts that will be installed with the enablement pack. Scripts are used in processing the data warehouse table objects.
   Procedures	Enables 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 Executed	Enables you to select the RED files that will be installed with the enablement pack.

3. In the Add Targets screen, configure the connection where your data warehouse will reside.
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   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.After validating, click Add to add the target storage location, and click Next to continue 
   5. For the Connection String, click Validate to populate or type in the token values for your connection
   6. After Validation, click Next.
4. 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.
5. The Add ODBC Sources window displays.
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   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. For the Connection String, click Validate to populate or type in the token values for your connection.
   5. After Validation, click NextClick Validate to continue.
   6. 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.
6. 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.
   

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   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.
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7. Click Finish to launch RED and start working with your data warehouse.
   
   

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   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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