Setup Wizard Install Guide - Teradata

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

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 Windows Powershell Version:
  - Run below command in Windows Powershell

Get-Host|Select-Object Version

- - Run below command in 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 PowerShell gallery has 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 an Teradata (Target Environment), with the following connectivity information :
1. Server Name
2. Database Name
3. User Name
4. Password
5. At least one database 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 installation Window
- Pip Manager Install with command : python -m pip install --upgrade pip

Enablement Pack Setup Scripts

The Enablement Pack Install process is entirely driven by scripts. The below table outlines these scripts, their purpose and if "Run as Administrator" is required.

1	Setup_Enablement_Pack.ps1	Setup and configure a RED Metadata Repository for target database If RED repository exists then updates the repository with 1.Templates 2.Scripts 3.Extended Properties 4.Datatype Mappings 5.UI Configurations	Yes	New and Existing installations
2	install_WslPython_Modules.bat	Installs or updates WslPython Modules and required Python libraries on this machine.	Yes	New and Existing installations
3	import_python_templates.ps1	Imports or updates the Python Templates to a RED Metadata Repository. Also includes any Script Imports	No*	Existing installations
4	set_default_templates.ps1	Applies the RED Connection defaults in a RED Metadata Repository for Python or Powershell templates.	No*	Existing installations

Note that on some systems executing Windows Powershell scripts is disabled by default, see troubleshooting for workarounds
Each Powershell script in the list above provides some help at the command line, this can be output by passing the "-help" parameter to the script.For Example > .\Setup_Enablement_Pack.ps1 -help
Step-By-Step Guide
Setup and configure RED Metadata Repository
       Run Powershell as Administrator:
Script 1 > Powershell -ExecutionPolicy Bypass -File .\Setup_Enablement_Pack.ps1
Important Upgrade Notes
If RED repository exists, it will prompt to upgrade the repository. 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 prior to installing this Enablement Pack and rename the affected UI Configurations. While the updated Load Template will work with previous Source Enablement Pack's we recommend moving these previous 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.
Important Upgrade Notes
A change to the script exit code has been introduced. Whenever a load/update script is regenerated, it is essential to regenerate the linked action script. Similarly, regenerating the action scripts requires regenerating the associated load/update scripts to keep both scripts in sync.
Install or Update WhereScape Python Modules
       Run Script As Administrator
Script 2 > install_WslPython_Modules.bat
There are two steps in this script:
                 1. Installs the WhereScape WslPython modules to C:\Program Data\WhereScape\Modules\
                 2. PIP to download/update required Python libraries - for offline install please see the required library list for Python in the Troubleshooting section.
Install or Update WhereScape Python Templates (For Existing Installations)
          Run Script as Administrator
Script 2 > install_WslPython_Modules.bat
Script 3 > . .\import_python_templates.ps1
Script 4 > . .\set_default_templates.ps1
Note : Skip this step for new installations.
Set Connection defaults for a Template Set (For Existing Installations)
Script 4 > . .\set_default_templates.ps1
Choose "Python" when prompted.

Post Install Steps - Optional
If you used the script 'Setup_Enablement_Pack.ps1' then the following optional post install steps are available
Configure Connections
There were two connections added that will optionally require your attention :

Connection: 'Database Source System' - this connection was setup 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
Execute Update Procedure for dim_date_td to Initialize Date Dimension for Target

NOTE: 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	CSV Excel JSON XML AVRO ORC 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 to 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
Notes: 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 a number of workarounds for this which can be found by searching the term "Powershell Execution Policy".
Here is the most common workaround which WhereScape suggests, which does not permanently change the execution rights:
Start a Windows CMD prompt as Administrator, change 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
Tip: 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 uses 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 you system then you are most likely running 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.

Attachments:

Content

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Table of Contents

Prerequisites For PostgreSQL Metadata

Prerequisites Target Database

Enablement Pack Setup Scripts

Step-By-Step Guide

Setup and configure RED Metadata Repository

Install or Update WhereScape Python Templates (For Existing Installations)

Set Connection defaults for a Template Set (For Existing Installations)

Post Install Steps - Optional

Configure Connections