LogoLogo
HomeUser GuidesAPI Reference
  • ๐Ÿ‘Welcome to Whaly ๐Ÿณ
  • Team
    • ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆWhat is a team?
    • ๐Ÿ›ก๏ธSingle Sign On
    • ๐ŸฅทImpersonate
  • Organisation
    • ๐ŸซWhat is an organisation?
    • ๐Ÿ“คUpload your Organisation logo
    • ๐Ÿ”‘Manage Access to your organisation
    • โ“Understanding Licences
    • ๐Ÿ‘ฎUnderstanding User Roles
  • User Management
    • ๐Ÿท๏ธUser Attributes
    • ๐Ÿ‘ญUser Groups
    • ๐Ÿค–Service Accounts
  • Workspace
    • โœ๏ธWorkspace
    • ๐Ÿ“‚Report Folders
    • โœจSharing & Collaboration
      • Share a report to the Web
    • ๐Ÿ“—Catalog
    • โš™๏ธSettings
  • Warehouse
    • ๐ŸฆConnect your Warehouse
    • โš”๏ธAmazon Athena
      • Connect your Athena
    • ๐ŸฎAmazon Redshift
      • Connect your Redshift
    • ๐ŸงฑDatabricks
      • Connect your Databricks
    • ๐Ÿ”ทGoogle BigQuery
      • Connect your BigQuery
      • Grant access to BigQuery datasets
      • Enable multi project support
    • ๐Ÿ˜Postgres
      • Connect your Postgres
      • Whitelisting Whaly IPs
    • โ„๏ธSnowflake
      • Connect your Snowflake
      • Giving access to Snowflake data
  • Models
    • ๐Ÿ’žModels sync
      • Where should my models be managed?
      • dbt Cloud
        • Configuration
        • Exposing models into Whaly
    • ๐Ÿ“ฅPersistence Engine
      • Configuration
        • Snowflake
      • Check Materialisation runs status
  • Workbench
    • ๐Ÿš€Navigating the workbench
    • ๐Ÿ› ๏ธModeling
      • Understanding Datasets
        • General Information
        • Drills
        • Relationships
        • Primary Keys
        • Cache
      • Model Data
        • SQL Models
        • Flow Models
          • Create a Flow
          • Update a Flow
          • Flow steps
            • From Model
            • From Raw
            • Hide Column
            • Filter
            • Lookup
            • Rollup
            • Formulas
            • Group
            • Union
      • Import raw data
        • From your warehouse
        • From third party data
    • ๐ŸงญExplorations
      • Configure an exploration
      • Exploration Templates
      • Tables
        • Configure a table
        • Add related data
      • Metrics
        • Create a Metric
        • Create a Calculated Metric
        • Create Drill Downs
        • Using custom formatting
      • Dimensions
        • Create a dimension
      • Check measure usage
      • Row Level Access
  • Data consumption
    • ๐Ÿ’กExploring data
      • How to explore data
      • Drill Down
      • Forecasting
    • ๐Ÿ’นWhat is a Report?
    • ๐Ÿ“ŠDashboards
      • Create a dashboard
      • Manage tiles
        • Add chart tiles
        • Add text tiles
        • Add navigation tiles
        • Arranging tiles
      • Add a description
      • Share a dashboard
      • Filter a dashboard
      • Push dashboard
      • Delete a dashboard
    • ๐Ÿ“ˆQuestions
      • Create a question
      • Add a description
      • Share a question
      • Push question data
      • Delete a question
    • ๐Ÿ”Refreshing a report
  • Data visualisation
    • ๐ŸŽจTheming
    • ๐Ÿ–Œ๏ธChart your data
      • Bar chart
      • Calendar chart
      • Funnel chart
      • Gauge chart
      • Geo map chart
      • Heatmap chart
      • Interactive map chart
      • Line chart
      • Metric chart
      • Pie chart
      • Retention chart
      • Table chart
      • Treemap chart
      • Waterfall chart
      • Custom time format in time series
  • Content management
    • โญExplorations Section
    • โœ‚๏ธBulk Content Management
  • Embedding
    • ๐Ÿ“ŒEmbed in Business apps
      • Notion
      • Clickup
      • Hubspot
      • Google Chrome
        • ๐ŸŒฑInstall
        • โš™๏ธConfigure the Chrome extension
    • ๐Ÿ‘ฉโ€๐Ÿ’ปEmbedding API
    • ๐ŸชŸPartner Portal
  • Workflows
    • ๐Ÿš€Push
      • Configure a Push
      • Manage Push
    • ๐Ÿ’ผManage Installed Actions
    • โšกActions catalog
      • Airtable
      • Google Sheets
      • Slack
      • Sendgrid
      • Webhook
  • Platform concepts
    • โœณ๏ธQuery Mode
    • ๐Ÿ’ซCaching
  • Guides
    • โ›‘๏ธSupport
  • User
    • ๐ŸคฉUpload your profile picture
  • Connectors
    • ๐Ÿ”ŒConnect your Sources
    • โš™๏ธWarehouse setup
      • BigQuery
        • Configure a Cloud Storage cleaning rule
      • Snowflake
    • โ˜๏ธWhitelisting Whaly connectors IPs
    • ๐Ÿ”SSH Tunneling
    • ๐Ÿ„Schema drift
    • ๐Ÿ”Replication method
    • ๐Ÿง™Source monitoring
    • ๐ŸŽSource catalog
      • Community
        • Github Stars
        • Slack
        • Orbit
      • Database
        • PostgreSQL / Postgres
          • ๐Ÿ’กTip: Extracting the relationships
        • MariaDB / MySQL
      • eCommerce
        • WooCommerce
      • Engineering
        • Github
      • Finance
        • Brex
        • Pennylane
          • Pennylane (Redshift) - General Ledger & Trial Balance
          • Pennylane API - Customer Invoices
        • Qonto
        • Stripe
        • QuickBooks
      • Marketing / Growth
        • Facebook Ads
        • Google Ads
        • Google Analytics
          • Google Analytics (V4)
          • Google Analytics (Universal Analytics)
        • LaGrowthMachine
        • lemlist
        • LinkedIn Ads
        • Salesloft
      • No-Code
        • Airtable
        • Bubble
        • Google Sheets
      • Support
        • Intercom
      • Product
        • Amplitude
        • MixPanel
        • Segment
      • Sales / CRMs
        • Aircall
        • Pipedrive
        • Hubspot
        • Recruit CRM
        • Salesforce
Powered by GitBook
On this page
  • Step 1: Create a Whaly read only user in Redshiftโ€‹
  • Step 2: Set up Redshift as a destination in Whaly
  • Step 3: Secure the database connection

Was this helpful?

  1. Warehouse
  2. Amazon Redshift

Connect your Redshift

PreviousAmazon RedshiftNextDatabricks

Last updated 2 years ago

Was this helpful?

Setting up the Redshift destination connector involves setting up Redshift entities (user, grants) through Redshift access, and configuring the Redshift destination connector using Whaly UI.

This page describes the step-by-step process of setting up the Redshift destination connector.

Step 1: Create a Whaly read only user in Redshiftโ€‹

To set up the Redshift destination connector, you first need to connect to your Redshift server to run some SQL queries.

CREATE USER whaly_bi WITH ENCRYPTED PASSWORD 'some_password_here';
GRANT CONNECT ON DATABASE database_name to whaly_bi;
\c database_name

GRANT SELECT ON TABLE information_schema.tables TO looker;
GRANT SELECT ON TABLE information_schema.columns TO looker;

GRANT SELECT ON ALL SEQUENCES IN SCHEMA public TO whaly_bi;
GRANT SELECT ON ALL TABLES IN SCHEMA public TO whaly_bi;

Password Constraints (taken from the )

  • 8 to 64 characters in length.

  • Must contain at least one uppercase letter, one lowercase letter, and one number.

  • Can use any printable ASCII characters (ASCII code 33 to 126) except ' (single quote), " (double quote), \`,/,@`, or space.

If you're using a schema other than public, run this command to grant usage permissions to Whaly:

GRANT USAGE ON SCHEMA schema_name TO whaly_bi;

To make sure that future tables you add to the public schema are also available to the whaly_bi user, run these commands:

ALTER DEFAULT PRIVILEGES IN SCHEMA public GRANT SELECT ON tables TO whaly_bi;
ALTER DEFAULT PRIVILEGES IN SCHEMA public GRANT SELECT ON sequences TO whaly_bi;

Depending on your setup, the preceding commands may need to be altered. If another user or role is creating tables that the whaly_bi user needs future permissions for, you must specify a target role or user to apply the whaly_bi user's permission grants for:

ALTER DEFAULT PRIVILEGES FOR USER <USER_WHO_CREATES_TABLES> IN SCHEMA public GRANT SELECT ON tables TO whaly_bi;
ALTER DEFAULT PRIVILEGES FOR USER <USER_WHO_CREATES_TABLES> IN SCHEMA public GRANT SELECT ON sequences TO whaly_bi;
-- or
ALTER DEFAULT PRIVILEGES FOR ROLE <ROLE_THAT_CREATES_TABLES> IN SCHEMA public GRANT SELECT ON tables TO whaly_bi;
ALTER DEFAULT PRIVILEGES FOR ROLE <ROLE_THAT_CREATES_TABLES> IN SCHEMA public GRANT SELECT ON sequences TO whaly_bi;

Step 2: Set up Redshift as a destination in Whaly

Navigate to the Whaly UI to set up Redshift as a destination. You can authenticate using username/password.

Host

The host IP or URL of your Redshift cluster.

Port

The Port to be used to connect to Redshift. Default is: 5439

Database

The name of the Redshift database to connect to on the server. Default is: postgres

User

The name of the user to use for Whaly BI. Default is: whaly_bi

Password

The password of the user created for Whaly BI

Step 3: Secure the database connection

See on Redshift's website for more information.

Please make sure to properly .

๐Ÿฎ
Redshift ALTER USER documentation
ALTER DEFAULT PRIVILEGES
whitelist Whaly IPs