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The tools used to run and deploy dbt models are hosted in AWS and require setup
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to use. This guide describes the steps needed to connect to hosted
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infrastructure the first time, as well as what is needed to authenticate after
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setup.
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## First Time Setup
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### Pre-requisites: Security, Complianze, and Permissions
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Before connecting to the INCLUDE data warehouse, you must perform a couple of
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actions to get an acount with permissions in the INCLUDE data warehouse.
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First, you must request that your aws account have access to the INCLUDE AWS
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account. At this time, this access is controlled by the D3B center's Devops
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team. To request access, please reach out to @uklineale (Neel Kuila) via slack.
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He will walk you through the process of getting access to the INCLUDE AWS
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account and any compliance activities you need to complete. Please note that
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the process to gain access may take a few days to complete.
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Second, you must request that an account be created for you in the INCLUDE data
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warehouse. To request an account, please reach out to your program's
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administrator(s), requesting that an account be created for you. The
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administrator(s) will create an account for you and add your account to the
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appropriate role(s) within the warehouse, so that you will have access to the
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appropriate tables immediately.
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After this step is completed you will be furnished with database credentials as
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well as the hostname of the database to connect to.
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### Setup SAML CLI access
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You will connect to the warehouse using a command line interface (CLI) that will
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authenticate that you can have access to the warehouse. To configure your access
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you will use a CLI program from AWS, called `saml2aws`.
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Instructions for installing saml2aws and using this CLI are [here](https://www.notion.so/d3b/Setup-SAML-Login-1056131f1200806ba182f7b7c1793a40?source=copy_link#18a6131f12008082af91f427d2bd71fa)
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in the section `CLI Access`. Complete all steps in this section. When using
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this tool, you will want to connect create a profile for the AWS account
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`373997854230`.
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### Clone `devops_utils` repository
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The [`devops_utils` repository](https://github.com/d3b-center/devops-utils) has
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many scripts and tools for interacting with AWS resources. Clone this repository
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to your machine.
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## Authentication
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To authenticate your connection to aws resources, you will use the `saml2aws`
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CLI described [above](#setup-saml-cli-access), using the command
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`saml2aws login`. When using this tool, you will want to connect to a
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@@ -4,47 +4,12 @@ This guide documents how to connect to the include postgres data warehouse.
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## First Time Setup
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### Pre-requisites: Security, Complianze, and Permissions
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For first time setup, see the instructions [here](./connect-to-hosted-infrastructure.md)
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If you already completed this setup to connect to some other infrastructure in
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the INCLUDE AWS account, such as Airflow, you do not need to complete
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the first time setup again.
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Before connecting to the INCLUDE data warehouse, you must perform a couple of
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actions to get an acount with permissions in the INCLUDE data warehouse.
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-
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First, you must request that your aws account have access to the INCLUDE AWS
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-
account. At this time, this access is controlled by the D3B center's Devops
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team. To request access, please reach out to @uklineale (Neel Kuila) via slack.
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He will walk you through the process of getting access to the INCLUDE AWS
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account and any compliance activities you need to complete. Please note that
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the process to gain access may take a few days to complete.
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-
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Second, you must request that an account be created for you in the INCLUDE data
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warehouse. To request an account, please reach out to your program's
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administrator(s), requesting that an account be created for you. The
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administrator(s) will create an account for you and add your account to the
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appropriate role(s) within the warehouse, so that you will have access to the
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appropriate tables immediately.
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After this step is completed you will be furnished with database credentials as
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well as the hostname of the database to connect to.
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-
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### Setup SAML CLI access
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You will connect to the warehouse using a command line interface (CLI) that will
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authenticate that you can have access to the warehouse. To configure your access
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you will use a CLI program from AWS, called `saml2aws`.
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Instructions for installing saml2aws and using this CLI are [here](https://www.notion.so/d3b/Setup-SAML-Login-1056131f1200806ba182f7b7c1793a40?source=copy_link#18a6131f12008082af91f427d2bd71fa)
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in the section `CLI Access`. Complete all steps in this section. When using
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this tool, you will want to connect create a profile for the AWS account
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`373997854230`.
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### Clone `devops_utils` repository
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The [`devops_utils` repository](https://github.com/d3b-center/devops-utils) has
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many scripts and tools for interacting with AWS resources. Clone this repository
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to your machine and then navigate to the directory within the repository
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`ssm_forward_to_db`.
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## Connecting to the warehouse after the first time
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## Connecting to the warehouse
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1. run the command `saml2aws login`. When using this tool, you will want to connect create a
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