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WhereScape Enablement Pack for Teradata - RED 10

This is a guide to installing the WhereScape Enablement Pack for Teradata for WhereScape RED10


Prerequisites For PostgreSQL Metadata

Before you begin the following prerequisites must be met:

  • Create Database and ODBC DSN:
    • Supported* version of PostgreSQL (PostgreSQL 12 or higher)
      • A database to house the RED Metadata Repository.
      • A database to house scheduler (Optional)
  • Software Installations
    • WhereScape RED10.1.x.x with valid license key entered and EULA accepted
    • WhereScape Enablement Pack for target database version RED10.1.x.x 
  • Windows Powershell (64-bit) version 4 or higher
    • To check the Windows Powershell Version:
      • Run the below command in Windows Powershell
        Get-Host|Select-Object Version
      • Run the below command in the Command Prompt
        powershell $psversiontable
  • Run the following command using PowerShell
      • The security protocol TLS 1.0 and 1.1 used by PowerShell to communicate with the PowerShell gallery has been deprecated and TLS 1.2 has been made mandatory
        \[Net.ServicePointManager\]::SecurityProtocol = \[Net.ServicePointManager\]::SecurityProtocol -bor \[Net.SecurityProtocolType\]::Tls12
        Register-PSRepository -Default -Verbose
        Set-PSRepository -Name "PSGallery" -InstallationPolicy Trusted

      • Progress bar placeholder info line
        Install-Module -Name PoshProgressBar -SkipPublisherCheck -Force

  • RED supports the following versions for the metadata repository: PostgreSQL 12 or higher 

Prerequisites Target Database

Before you begin the following prerequisites must be met:

  • Access to a Teradata (Target Environment), with the following connectivity information:
    1. Server Name
    2. Database Name
    3. User Name
    4. Password
    5. At least one database is available to use as a RED Data Warehouse Target with permissions CREATE, EXECUTE, DROP, SELECT PROCEDURE.
  • Create Database and ODBC DSN Teradata ODBC driver (64-bit)
    1. Add ODBC DSN for Teradata Target Database
    2. The Return Output Parameters As ResultSet option is to be checked in the driver options setting.
  • Software installation
    • Install the necessary Teradata Tools and Utilities (TTU) (TBuild CLI Tool) as per Teradata's documentation.
  • Python 3.8 or higher
    • Select Add Python 3.8 to PATH from the installation Window
    • Pip Manager Install with the command: python -m pip install --upgrade pip

Installation Through Setup Wizard

Run Setup Wizard as administrator

Create a new repository or upgrade an existing repository.

Select the created ODBC DSN, input login details, and then select "Validate". Click Next

Select the directory that contains the unzipped Enablement Pack for installation. Click Next

Using the checkboxed list, include or exclude the components that are to be installed. Click Next

Configure a target connection (for example, a Data Warehouse) and its target locations. Validate and click Add

When done, click Add and then Next to continue.

Configure a data source connection (optional) and its target locations. Validate and click Add. Click Next to continue.

Review the installation summary and click Install

Click View Logs to open the installation log. Click Finish once the installation is completed successfully.

Login to WhereScape RED.

There is a post-install script that will run at the first login to RED10 to complete the post-setup wizard installation process.

You will be directed to the below PowerShell window which will give a brief explanation of the post-installation process.

Click OK to start the post-installation. If pressed Cancel installation will stop and the user will be directed to RED.
The user will be directed to the window below, where they have to select the target connection to be configured. Additionally, by deselecting the provided options, the user can choose not to install a particular option.

You will be directed to the PowerShell window below. Provide the directory that contains the unzipped Enablement Pack.

Click OK
The progress bar will show the post-installation progress.

Users will have to choose the database for the target setting that was provided. One pop-up will come for setting the default target for Date Dimension.

After selecting the target progress bar will show the progress for the installation and once it's completed, you will get the below pop-up.

After clicking OK, RED10 opens automatically.

The user will need to restart RED once.

Upgrade Of Existing Repository

For upgrade of an existing repository

  • From host script set the script type of wsl_post_install_enablement_pack as Auto Execute - PowerShell Script

   
Important Upgrade Notes
If RED upgrades the repository option is chosen.
This enablement pack will overwrite any existing Source Enablement Pack UI Configs:

Connection UI Config

Load UI Config

Amazon S3

Load From Amazon S3

Azure Data Lake  Storage Gen2

Load From Azure Data Lake  Storage Gen2

Google Cloud

Load From Google Cloud

To ensure existing Source Enablement Pack connections and associated Load Tables continue to browse and load:
Go into UI Configuration Maintenance in RED before installing this  Enablement Pack and rename the affected UI Configurations. While the updated Load Template will work with the previous Source Enablement Pack we recommend moving these earlier versions of Load Tables to newly created Parser-based connections following this install. The earlier versions of the Source Enablement Pack will be deprecated following this release.

Post Install Steps – Optional

If you used the script Setup Wizard for installation, the following optional post-install steps are available.

Configure Connections

There were two connections added that will optionally require your attention :

  1. Connection: 'Database Source System' - this connection was set up as an example source connection,
    • open it's properties and set it up for a source DB in your environment
    • or you can remove it if not required
  2. Execute Update Procedure for dim_date_td to Initialize Date Dimension for Target

Please avoid regenerating the procedure update_dim_date_td as it is a custom procedure.

Source Enablement Pack Support

Source Pack Name

Supported By Teradata

Supported Features

Prerequisites

Amazon S3

Yes

Teradata Access Module for S3 (CSV)

Create a credential file by following the documentation linked below, and paste the directory location of the credential file into the 'Amazon S3 Config Directory' Extended Property:
{+}https://docs.teradata.com/r/Enterprise_IntelliFlex_Lake_VMware/Teradata-Tools-and-Utilities-Access-Module-Reference-20.00/Teradata-Access-Module-for-S3/The-config-and-credentials-Files+

Azure Data Lake Storage Gen2

Yes
 

Teradata Access Module for Azure Blob (CSV)

Create a credential file by following the documentation linked below, and paste the directory location of the credential file into the 'Azure Config Directory' Extended Property:
{+}https://docs.teradata.com/r/Enterprise_IntelliFlex_Lake_VMware/Teradata-Tools-and-Utilities-Access-Module-Reference-20.00/Teradata-Access-Module-for-Azure-Blob/The-Credentials-File+

Google Cloud Storage

Yes

Teradata TPT

None

Windows Parser

1.  CSV
2.  Excel
3.  JSON
4.  XML
5.  AVRO
6.  ORC
7.  PARQUET

Load Template, Source Properties will have option to select parser type to load the files.

Refer to Windows Parser Guide

Troubleshooting and Tips

Run As Administrator

Press the Windows Key on your keyboard and start typing cmd.exe, when the cmd.exe icon shows up in the search list right click it to bring up the context menu, select Run as Administrator
Now you have an admin prompt navigate to to the folder where you have unpacked your WhereScape Red Enablement Pack using the cd command:
C:\Windows\system32> cd <full path to the unpacked folder> 
Run Powershell (.ps1) scripts from the administrator prompt by typing the Powershell run script command, for example:
C:\temp\EnablementPack>Powershell -ExecutionPolicy Bypass -File .\Setup_Enablement_Pack.ps1

In the event you can not bypass the Powershell execution policy due to group policies you can instead try -ExecutionPolicy RemoteSigned which should allow unsigned local scripts.

Windows Powershell Script Execution

On some systems, Windows Powershell script execution is disabled by default. There are several workarounds for this which can be found by searching the term "Powershell Execution Policy".
Here is the most common workaround that WhereScape suggests, which does not permanently change the execution rights:
Start a Windows CMD prompt as Administrator, change the directory to your script directory, and run the WhereScape Powershell scripts with this command:

  • cmd:>Powershell -ExecutionPolicy Bypass -File .\<script_file_name.ps1>

Restarting failed scripts

Some of the setup scripts will track each step and output the step number when there is a failure. To restart from the failed step (or to skip the step) provide the parameter -startAtStep <step number> to the script.
Example: 
Powershell -ExecutionPolicy Bypass -File .\<script_file_name.ps1> -startAtStep 123

To avoid having to provide all the parameters again you can copy the full command line with parameters from the first "INFO" message from the beginning of the console output.


Python requirements for offline install
Additionally to the base Python installation being required, the WhereScape Python Template set also requires certain additional Python libraries. The install scripts use the PIP (package manager) to download these libraries, however, for offline installs, you will need to install the required libraries yourself.
Required Python libraries/add-ons:

  • pywin32-ctypes
  • python-tds
  • pywin32
  • glob2
  • gzip-reader
  • regex
  • pyodbc

If a valid RED installation can not be found

If you have RED 10.x or higher installed but the script (Setup_Enablement_Pack.ps1) fails to find it on your system then you are most likely running the PowerShell (x86) version which does not show installed 64-bit apps by default. Please open a 64-bit version of Powershell instead and re-run the script.


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