Launching Matillion ETL For Redshift Using Templates

Launching Matillion ETL For Redshift Using Templates


Overview

Launching your Matillion ETL instance using templates requires use of Amazon's CloudFormation service. To begin launching Matillion ETL via a CloudFormation Template, you can either use a downloaded template or one provided on the AWS Marketplace.

Both methods finish their setup in the same way (see the Completing the CloudFormation Template Launch section in this guide). However, they begin slightly differently. This guide will give you step-by-step process to launch Matillion ETL for Redshift using chosen method.

If you experience problems with launching via templates, please contact support, citing the template you wish to use, for full assistance.

Please Note

All CloudFormation Templates give Enterprise instances

Beginning from an AWS Marketplace Template


Launch and Configure Matillion ETL from AWS Marketplace

To launch and configure Matillion ETL, you should select it from the AWS Marketplace and start the launch/setup procedure. To do this, use the following steps:

  1. Locate Matillion ETL for Redshift on the AWS Marketplace.
  2. Locate Matillion ETL in AWS Marketplace

    Locate Matillion ETL in AWS Marketplace

  3. From the Matillion ETL for Redshift product page on the AWS Marketplace, press the Continue To Subscribe button on the top right of the Subscribe to this software page.
  4. Continue to Subscribe

    Continue to Subscribe

    Please Note

    If you are not already logged into AWS Marketpace, you will be prompted for your AWS account credentials.

  5. Depending on your current setup, you may also need to click Continue to Configuration on the new page.
  6. Continue to Configuration

    Continue to Configuration

    Choosing Template and Version

  7. On the Configure this software page, select CloudFormation Template as your Fulfillment Option.
  8. Select CloudFormation

    Select CloudFormation

  9. For the CloudFormation Template, select one of the three below options. All Template launches are completely independent and will not affect any current resources on the account.
  10. Select CloudFormation Template

    Select CloudFormation Template

  11. Select a Software Version. We highly recommend always using the latest version and then, click Continue to Launch to further process the steps.
  12. Select Version and Region

    Select Version and Region

    Please Note

    The setup will not be finalised and you will not be charged at this point.

  13. On the Launch this software page, select Launch CloudFormation from the dropdown and click Launch.
  14. Launch CloudFormation

    Launch CloudFormation

  15. This will direct you to the AWS Dashboard CloudFormationCreate Stack page with Amazon S3 URL for the CloudFormation template link.
  16. Template Source

    Template Source

    Alternatively, you can also login to the AWS account and navigate to CloudFormationCreate Stack and upload the downloaded template. Please follow the steps below for "beginning from a downloaded template"

Beginning from a downloaded Template

  1. Log into your account on the AWS dashboard. Navigate to the AWS CloudFormation portal and click Create Stack or Create new Stack.
  2. AWS CloudFormation Template

    AWS CloudFormation Template

  3. On the Create Stack page, choose Upload a template file in specifiy template section and upload the template by clicking Choose file button. Then, click Next.
  4. Upload Template

    Upload Template

    Please Note

    Pre-designed templates for use with Matillion ETL can be downloaded from our Templates page.

  5. Give your Stack a name and configure the blank details as appropriate for your instance and click Next.
  6. CloudFormation Template

    CloudFormation Template

    Please Note

    Ensure you make note of the Master Username and Password that you provide and set the port to 5439.

  7. On the Configure stack options page, you can specify tags (key-value pairs) to apply to resources in your stack.
  8. Configure tags

    Configure tags

  9. The Stack creation should now be complete. Your new Stack should appear in the list and its status will change as it becomes available.
  10. Review Template

    Review Template

    Now that your Matillion Instance is up and running, it is ready to be connected to and used. For more information on your next steps, see documentation on Connecting to the Instance and UI and Basic Functions.