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| 1 | +# Clickstream on AWS |
| 2 | + |
| 3 | +[繁體中文版說明](./README.zh-tw.md) |
| 4 | + |
| 5 | +## Getting started |
| 6 | + |
| 7 | +We recommand that using [Cloud9 environment](https://aws.amazon.com/cloud9/) to deploy, or you must ensure you had installed following requirements in local before starting |
| 8 | + |
| 9 | +- [AWS CDK](https://docs.aws.amazon.com/cdk/v2/guide/getting_started.html#getting_started_install) for constructing AWS environment |
| 10 | +- [Poetry](https://python-poetry.org/docs/#installation) for Pythen dependency management |
| 11 | +- [Docker](https://docs.docker.com/engine/install/) runtime. |
| 12 | + |
| 13 | +## Deploying your AWS environment |
| 14 | + |
| 15 | +### Clone the repo |
| 16 | + |
| 17 | +```bash |
| 18 | +git clone https://github.com/gavinjwl/clickstream-on-aws |
| 19 | + |
| 20 | +cd clickstream-on-aws |
| 21 | +``` |
| 22 | + |
| 23 | +### Activate Python virtual environment |
| 24 | + |
| 25 | +```bash |
| 26 | +poetry install |
| 27 | + |
| 28 | +source .venv/bin/activate |
| 29 | +``` |
| 30 | + |
| 31 | +### Deploy CDK stacks |
| 32 | + |
| 33 | +Deploy all stacks |
| 34 | + |
| 35 | +```bash |
| 36 | +cdk deploy --all \ |
| 37 | + --parameters CoreStack:WriteKey='<define-your-write-key>' \ |
| 38 | + --parameters CoreStack:RedshiftServerlessSubnetIds='<assign-subnets-to-redshift>' \ |
| 39 | + --parameters CoreStack:RedshiftServerlessSecurityGroupIds='assign-security-groups-for-redshift' |
| 40 | +``` |
| 41 | + |
| 42 | +Or, deploy ONLY CoreStack by |
| 43 | + |
| 44 | +```bash |
| 45 | +cdk deploy CoreStack \ |
| 46 | + --parameters CoreStack:WriteKey='<define-your-write-key>' \ |
| 47 | + --parameters CoreStack:RedshiftServerlessSubnetIds='<assign-subnets-to-redshift>' \ |
| 48 | + --parameters CoreStack:RedshiftServerlessSecurityGroupIds='assign-security-groups-for-redshift' |
| 49 | +``` |
| 50 | + |
| 51 | +Or, deploy ONLY CoreStack with Dashboard by |
| 52 | + |
| 53 | +```bash |
| 54 | +cdk deploy CoreStack Dashboard \ |
| 55 | + --parameters CoreStack:WriteKey='<define-your-write-key>' \ |
| 56 | + --parameters CoreStack:RedshiftServerlessSubnetIds='<assign-subnets-to-redshift>' \ |
| 57 | + --parameters CoreStack:RedshiftServerlessSecurityGroupIds='assign-security-groups-for-redshift' |
| 58 | +``` |
| 59 | + |
| 60 | +Or, deploy ONLY CoreStack with Scheduled Refresh feature by |
| 61 | + |
| 62 | +```bash |
| 63 | +cdk deploy CoreStack ScheduledRefreshStack \ |
| 64 | + --parameters CoreStack:WriteKey='<define-your-write-key>' \ |
| 65 | + --parameters CoreStack:RedshiftServerlessSubnetIds='<assign-subnets-to-redshift>' \ |
| 66 | + --parameters CoreStack:RedshiftServerlessSecurityGroupIds='assign-security-groups-for-redshift' |
| 67 | +``` |
| 68 | + |
| 69 | +### Change Redshift Serverless Namespace password |
| 70 | + |
| 71 | +After CDK deployments complete, we need to change Redshift Serverless Namespace password, so that we can connect. |
| 72 | + |
| 73 | + |
| 74 | + |
| 75 | +### Connect to Redshift Serverless Namespace |
| 76 | + |
| 77 | +Use Username-Password to Connect to Redshift Serverless Namespace. Following show how to connect with QueryEditorV2 |
| 78 | + |
| 79 | + |
| 80 | + |
| 81 | +### Enable Redshift Streaming Ingestion |
| 82 | + |
| 83 | +Create an external schema for Kinesis Stream |
| 84 | + |
| 85 | +```sql |
| 86 | +-- Create external schema for kinesis |
| 87 | +CREATE EXTERNAL SCHEMA IF NOT EXISTS kinesis FROM KINESIS IAM_ROLE default; |
| 88 | +``` |
| 89 | + |
| 90 | +Create clickstream schema |
| 91 | + |
| 92 | +```sql |
| 93 | +-- Create schema for clickstream |
| 94 | +CREATE SCHEMA IF NOT EXISTS clickstream; |
| 95 | +``` |
| 96 | + |
| 97 | +Create user and grant permissions |
| 98 | + |
| 99 | +```sql |
| 100 | +-- Create clickstream user and grant required permissions |
| 101 | +-- Please do not change `IAMR:ClickstreamRedshiftRole` |
| 102 | +CREATE USER "IAMR:ClickstreamRedshiftRole" PASSWORD DISABLE; |
| 103 | + |
| 104 | +GRANT ALL ON SCHEMA kinesis TO "IAMR:ClickstreamRedshiftRole"; |
| 105 | + |
| 106 | +GRANT ALL ON SCHEMA clickstream TO "IAMR:ClickstreamRedshiftRole"; |
| 107 | +GRANT ALL ON ALL TABLES IN SCHEMA clickstream TO "IAMR:ClickstreamRedshiftRole"; |
| 108 | +``` |
| 109 | + |
| 110 | +Create a materialized view to consume the stream data |
| 111 | + |
| 112 | +```sql |
| 113 | +SET enable_case_sensitive_identifier TO true; |
| 114 | +CREATE MATERIALIZED VIEW clickstream.mv_kinesisSource |
| 115 | +AS |
| 116 | +SELECT |
| 117 | + ApproximateArrivalTimestamp AS approximateArrivalTimestamp, |
| 118 | + PartitionKey AS partitionKey, |
| 119 | + ShardId AS shardId, |
| 120 | + SequenceNumber AS sequenceNumber, |
| 121 | + -- JSON_PARSE(from_varbyte(Data, 'utf-8')) as data, |
| 122 | + json_extract_path_text(from_varbyte(data, 'utf-8'), 'messageId')::VARCHAR AS messageId, |
| 123 | + json_extract_path_text(from_varbyte(data, 'utf-8'), 'timestamp')::VARCHAR AS event_timestamp, |
| 124 | + json_extract_path_text(from_varbyte(data, 'utf-8'), 'type')::VARCHAR AS type, |
| 125 | + -- Common |
| 126 | + json_extract_path_text(from_varbyte(data, 'utf-8'), 'userId')::VARCHAR AS userId, |
| 127 | + json_extract_path_text(from_varbyte(data, 'utf-8'), 'anonymousId')::VARCHAR AS anonymousId, |
| 128 | + json_extract_path_text(from_varbyte(data, 'utf-8'), 'context')::SUPER AS context, |
| 129 | + json_extract_path_text(from_varbyte(data, 'utf-8'), 'integrations')::SUPER AS integrations, |
| 130 | + |
| 131 | + -- Identify |
| 132 | + json_extract_path_text(from_varbyte(data, 'utf-8'), 'traits')::SUPER AS traits, |
| 133 | + |
| 134 | + -- Track |
| 135 | + json_extract_path_text(from_varbyte(data, 'utf-8'), 'event')::VARCHAR AS event, |
| 136 | + json_extract_path_text(from_varbyte(data, 'utf-8'), 'properties')::SUPER AS properties, |
| 137 | + |
| 138 | + -- Alias |
| 139 | + json_extract_path_text(from_varbyte(data, 'utf-8'), 'previousId')::VARCHAR AS previousId, |
| 140 | + |
| 141 | + -- Group |
| 142 | + json_extract_path_text(from_varbyte(data, 'utf-8'), 'groupId')::VARCHAR AS groupId, |
| 143 | + |
| 144 | + -- Page |
| 145 | + json_extract_path_text(from_varbyte(data, 'utf-8'), 'category')::VARCHAR AS category, |
| 146 | + json_extract_path_text(from_varbyte(data, 'utf-8'), 'name')::VARCHAR AS name |
| 147 | +FROM kinesis."ClickstreamKinesisStream" |
| 148 | +WHERE is_utf8(Data) AND is_valid_json(from_varbyte(Data, 'utf-8')); |
| 149 | +``` |
| 150 | + |
| 151 | +Change materialized view owner to `IAMR:ClickstreamRedshiftRole` so that ScheduledRefreshStack can work. |
| 152 | + |
| 153 | +```sql |
| 154 | +SET enable_case_sensitive_identifier TO true; |
| 155 | +ALTER TABLE clickstream.mv_kinesisSource OWNER TO "IAMR:ClickstreamRedshiftRole"; |
| 156 | +``` |
| 157 | + |
| 158 | +## Simulate clickstream |
| 159 | + |
| 160 | +- The easiest way to simulate is doing follow command, [for more detail](simulator.py) |
| 161 | + |
| 162 | + ```bash |
| 163 | + # Enable your python venv, if not |
| 164 | + source .venv/bin/activate |
| 165 | + |
| 166 | + # Execute simulator |
| 167 | + python3 simulator.py --host <API Gateway URL> --writeKey <Your Write Key> |
| 168 | + ``` |
| 169 | + |
| 170 | +- If you want to simulate more users, you can leverage [Locust](https://docs.locust.io/en/stable/). |
| 171 | + |
| 172 | + **Note** |
| 173 | + You need to change `HOST = '<API Gateway URL>'` and `WRITE_KEY = '<Your Write Key>'` in [main.py](./benchmark/main.py) first. |
| 174 | + |
| 175 | + ```bash |
| 176 | + # Enable your python venv, if not |
| 177 | + source .venv/bin/activate |
| 178 | +
|
| 179 | + # Start locust |
| 180 | + locust -f benchmark/main.py \ |
| 181 | + --web-port 8089 |
| 182 | + |
| 183 | + # Open your browser and input <API Gateway URL> and how many users you want. |
| 184 | + ``` |
| 185 | + |
| 186 | +## Explore clickstream data |
| 187 | + |
| 188 | +Open [Redshift Query Editor V2](https://docs.aws.amazon.com/redshift/latest/mgmt/query-editor-v2-using.html) |
| 189 | + |
| 190 | +```sql |
| 191 | +SET enable_case_sensitive_identifier TO true; |
| 192 | +
|
| 193 | +SELECT * |
| 194 | +FROM clickstream.mv_kinesisSource |
| 195 | +LIMIT 10 |
| 196 | +; |
| 197 | +``` |
| 198 | + |
| 199 | +## Install Tracking Code |
| 200 | + |
| 201 | +**Note** |
| 202 | +You need to change `HOST` to your API Gateway url and `WRITE_KEY` to the value you defined in CDK deployment in any SDK. |
| 203 | + |
| 204 | +### Client Side based |
| 205 | + |
| 206 | +- Using [Google Tag Manager](https://segment.com/catalog/integrations/google-tag-manager/) |
| 207 | +- [Pure Javascript](https://segment.com/docs/connections/sources/catalog/libraries/website/javascript/) |
| 208 | +- [Android](https://segment.com/docs/connections/sources/catalog/libraries/mobile/android/) |
| 209 | +- [iOS](https://segment.com/docs/connections/sources/catalog/libraries/mobile/ios/) |
| 210 | + |
| 211 | +[Full List](https://segment.com/docs/connections/sources/catalog/#website) |
| 212 | + |
| 213 | +### Server Side based |
| 214 | + |
| 215 | +- [Java](https://segment.com/docs/connections/sources/catalog/libraries/server/java/) |
| 216 | +- [.Net](https://segment.com/docs/connections/sources/catalog/libraries/server/net/) |
| 217 | +- [PHP](https://segment.com/docs/connections/sources/catalog/libraries/server/php/) |
| 218 | +- [Python](https://segment.com/docs/connections/sources/catalog/libraries/server/python/) |
| 219 | + |
| 220 | +[Full List](https://segment.com/docs/connections/sources/catalog/#server) |
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