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Install Config for Azure

After installation of the Designer Cloud Powered by Trifacta platform software and databases in your Microsoft Azure infrastructure, please complete these steps to perform the basic integration between the Trifacta node and Azure resources like the backend storage layer and running environment cluster.

Note

This section includes only basic configuration for required platform functions and integrations with Azure. Please use the links in this section to access additional details on these key features.

Tip

When you save changes from within the Designer Cloud Powered by Trifacta platform, your configuration is automatically validated, and the platform is automatically restarted.

Configure in Azure

These steps require admin access to your Azure deployment.

Create registered application

To create an Azure Active Directory (AAD) application, please complete the following steps in the Azure console.

Steps:

  1. Create registered application:

    1. In the Azure console, navigate to Azure Active Directory > App Registrations.

    2. Create a New App. Name it trifacta.

      Note

      Retain the Application ID and Directory ID for configuration in the Designer Cloud Powered by Trifacta platform.

  2. Create a client secret:

    1. Navigate to Certificates & secrets.

    2. Create a new Client secret.

      Note

      Retain the value of the Client secret for configuration in the Designer Cloud Powered by Trifacta platform.

  3. Add API permissions:

    1. Navigate to API Permissions.

    2. Add Azure Key Vault with the user_impersonation permission.

For additional details, see Configure for Azure.

Please complete the following steps in the Azure portal to create a Key Vault and to associate it with the Alteryx registered application.

Note

A Key Vault is required for use with the Designer Cloud Powered by Trifacta platform.

Create Key Vault in Azure

Steps:

  1. Log into the Azure portal.

  2. Goto: https://portal.azure.com/#create/Microsoft.KeyVault

  3. Complete the form for creating a new Key Vault resource:

    1. Name: Provide a reasonable name for the resource. Example:

      <clusterName>-<applicationName>-<group/organizationName>

      Or, you can use trifacta.

    2. Location: Pick the location used by the cluster.

    3. For other fields, add appropriate information based on your enterprise's preferences.

  4. To create the resource, click Create.

    Note

    Retain the DNS Name value for later use.

Enable Key Vault access for the Designer Cloud Powered by Trifacta platform

Steps:

In the Azure portal, you must assign access policies for application principal of the Alteryx registered application to access the Key Vault.

Steps:

  1. In the Azure portal, select the Key Vault you created. Then, select Access Policies.

  2. In the Access Policies window, select the Alteryx registered application.

  3. Click Add Access Policy.

  4. Select the following secret permissions (at a minimum):

    1. Get

    2. Set

    3. Delete

    4. Recover

  5. Select the Alteryx application principal.

  6. Assign the policy you just created to that principal.

For additional details, see Configure Azure Key Vault.

Create or modify Azure backend datastore

In the Azure console, you must create or modify the backend datastore for use with the Designer Cloud Powered by Trifacta platform. Supported datastores:

Note

You should review the limitations for your selected datastore before configuring the platform to use it. After the base storage layer has been defined in the platform, it cannot be modified.

Datastore

Notes

ADLS Gen2

Supported for use with Azure Databricks cluster only.

See ADLS Gen2 Access.

ADLS Gen1

See ADLS Gen1 Access.

WASB

Only WASBS protocol is supported only.

See WASB Access.

Create or modify running environment cluster

In the Azure console, you must create or modify the running environment where jobs are executed by the Designer Cloud Powered by Trifacta platform. Supported running environments:

Note

You should review the limitations for your selected running environment before configuring the platform to use it.

Running Environment

Notes

Azure Databricks

See Configure for Azure Databricks.

Configure the Platform

Please complete the following sections as soon as you can access the Trifacta Application.

This section contains a set of configuration steps required to enable basic functionality in the Designer Cloud Powered by Trifacta platform, as well as the methods by which you can apply the configuration.

Configure the Platform for Azure

Please complete the following steps to configure the Designer Cloud Powered by Trifacta platform and to integrate it with Azure resources.

Base platform configuration

Please complete the following configuration steps in the Designer Cloud Powered by Trifacta platform.

Note

If you are integrating with Azure Databricks and are Managed Identities for authentication, please skip this section. That configuration is covered in a later step.

Note

Except as noted, these configuration steps are required for all Azure installs. These values must be extracted from the Azure portal.

Steps:

  1. You can apply this change through the Admin Settings Page (recommended) or trifacta-conf.json. For more information, see Platform Configuration Methods.

  2. Azure registered application values:

    "azure.applicationId": "<azure_application_id>",
"azure.directoryId": "<azure_directory_id>",
"azure.secret": "<azure_secret>",

    Parameter

    Description

    azure.applicationId

    Application ID for the Alteryx registered application that you created in the Azure console

    azure.directoryId

    The directory ID for theAlteryx registered application

    azure.secret

    The Secret value for the Alteryx registered application

  3. Configure Key Vault:

    "azure.keyVaultUrl": "<url_of_key_vault>",

    Parameter

    Description

    azure.keyVaultUrl

    URL of the Azure Key Vault that you created in the Azure console

  4. Save your changes and restart the platform.

For additional details:

Set base storage layer

The Designer Cloud Powered by Trifacta platform supports integration with the following backend datastores on Azure.

  • ADLS Gen2

  • ADLS Gen1

  • WASB

ADLS Gen2

Please complete the following configuration steps in the Designer Cloud Powered by Trifacta platform.

Note

Integration with ADLS Gen2 is supported only on Azure Databricks.

Steps:

  1. You can apply this change through the Admin Settings Page (recommended) or trifacta-conf.json. For more information, see Platform Configuration Methods.

  2. Enable ADLS Gen2 as the base storage layer:

    "webapp.storageProtocol": "abfss",
"hdfs.enabled": false,
"hdfs.protocolOverride": "",

    Parameter

    Description

    webapp.storageProtocol

    Sets the base storage layer for the platform. Set this value to abfss.

    Note

    After this parameter has been saved, you cannot modify it. You must re-install the platform to change it.

    hdfs.enabled

    For ADLS Gen2 access, set this value to false.

    hdfs.protocolOverride

    For ADLS Gen2 access, this special parameter should be empty. It is ignored when the storage protocol is set to abfss.

  3. Configure ADLS Gen2 access mode. The following parameter must be set to system.

    "azure.adlsgen2.mode": "system",

  4. Set the protocol whitelist and base URIs for ADLS Gen2:

    "fileStorage.whitelist": ["abfss"],
"fileStorage.defaultBaseUris": ["abfss://filesystem@storageaccount.dfs.core.windows.net/"],

    Parameter

    Description

    fileStorage.whitelist

    A comma-separated list of protocols that are permitted to read and write with ADLS Gen2 storage.

    Note

    The protocol identifier "abfss" must be included in this list.

    fileStorage.defaultBaseUris

    For each supported protocol, this param must contain a top-level path to the location where Designer Cloud Powered by Trifacta platform files can be stored. These files include uploads, samples, and temporary storage used during job execution.

    Note

    A separate base URI is required for each supported protocol. You may only have one base URI for each protocol.

  5. Save your changes.

  6. The Java VFS service must be enabled for ADLS Gen2 access. For more information, see Configure Java VFS Service in the Configuration Guide.

For additional details, see ADLS Gen2 Access.

ADLS Gen1

ADLS Gen1 access leverages HDFS protocol and storage, so additional configuration is required.

Steps:

  1. You can apply this change through the Admin Settings Page (recommended) or trifacta-conf.json. For more information, see Platform Configuration Methods.

  2. Enable ADLS Gen1 as the base storage layer:

    "webapp.storageProtocol": "adl",
"hdfs.enabled": false,

    Parameter

    Description

    webapp.storageProtocol

    Sets the base storage layer for the platform. Set this value to adl.

    Note

    After this parameter has been saved, you cannot modify it. You must re-install the platform to change it.

    hdfs.enabled

    For ADLS Gen1 storage, set this value to false.

  3. These parameters specify the base location and protocol for storage. Only one datastore can be specified:

    "fileStorage": {
    "defaultBaseUris": [
      "<baseURIOfYourLocation>"
    ],
    "whitelist": ["adl"]
}

    Parameter

    Description

    filestorage.defaultBaseURIs

    Set this value to the base location for your ADLS Gen1 storage area. Example:

    adl://<YOUR_STORE_NAME>.azuredatalakestore.net

    whitelist

    This list must include adl.

  4. Save your changes.

For additional details, see ADLS Gen1 Access.

WASB

Steps:

  1. You can apply this change through the Admin Settings Page (recommended) or trifacta-conf.json. For more information, see Platform Configuration Methods.

  2. Enable WASB as the base storage layer:

    "webapp.storageProtocol": "wasbs",
"hdfs.enabled": false,

    Parameter

    Description

    webapp.storageProtocol

    Sets the base storage layer for the platform. Set this value to wasbs.

    Note

    After this parameter has been saved, you cannot modify it. You must re-install the platform to change it.

    wasb protocol is not supported.

    hdfs.enabled

    For WASB blob storage, set this value to false.

  3. Save your changes.

  4. In the following sections, you configure where the platform acquires the SAS token to use for WASB access from one of the following:

    1. From platform configuration

    2. From the Azure key vault

Configure SAS token for WASB

When integrating with WASB, the platform must be configured to use a SAS token to gain access to WASB resources. This token can be made available in either of the following ways, each of which requires separate configuration.

Via Designer Cloud Powered by Trifacta platform configuration:

  1. You can apply this change through the Admin Settings Page (recommended) or trifacta-conf.json. For more information, see Platform Configuration Methods.

  2. Locate and specify the following parameter:

    "azure.wasb.fetchSasTokensFromKeyVault": false,

    Parameter

    Description

    azure.wasb.fetchSasTokensFromKeyVault

    For acquiring the SAS token from platform configuration, set this value to false.

  3. Save your changes and restart the platform.

Via Azure Key Vault:

To require the Designer Cloud Powered by Trifacta platform to acquire the SAS token from the Azure key vault, please complete the following configuration steps.

  1. You can apply this change through the Admin Settings Page (recommended) or trifacta-conf.json. For more information, see Platform Configuration Methods.

  2. Locate and specify the following parameter:

    "azure.wasb.fetchSasTokensFromKeyVault": true,

    Parameter

    Description

    azure.wasb.fetchSasTokensFromKeyVault

    For acquiring the SAS token from the key vault, set this value to true.

Define WASB stores

  1. To apply this configuration change, login as an administrator to the Trifacta node. Then, edit trifacta-conf.json. For more information, see Platform Configuration Methods.

  2. Locate the azure.wasb.stores configuration block.

  3. Apply the appropriate configuration as specified below.

    Tip

    The default container must be specified as the first set of elements in the array. All containers listed after the first one are treated as extra stores.

    "azure.wasb.stores": 
    [
     {
      "sasToken": "<DEFAULT_VALUE1_HERE>",
      "keyVaultSasTokenSecretName": "<DEFAULT_VALUE1_HERE>",
      "container": "<DEFAULT_VALUE1_HERE>",
      "blobHost": "<DEFAULT_VALUE1_HERE>"
     },
     {
      "sasToken": "<VALUE2_HERE>",
      "keyVaultSasTokenSecretName": "<VALUE2_HERE>",
      "container": "<VALUE2_HERE>",
      "blobHost": "<VALUE2_HERE>"
     }
    ]
},

    Parameter

    Description

    SAS Token from Azure Key Vault

    SAS Token from Platform Configuration

    sasToken

    Set this value to the SAS token to use, if applicable.

    Example value:

    ?sv=2019-02-02&ss=bfqt&srt=sco&sp=rwdlacup&se=2022-02-13T00:00:00Z&st=2020-02-13T00:00:00Z&spr=https&sig=<redacted>

    Set this value to an empty string.

    Note

    Do not delete the entire line. Leave the value as empty.

    See below for the command to execute to generate a SAS token.

    keyVaultSasTokenSecretName

    Set this value to the secret name of the SAS token in the Azure key vault to use for the specified blob host and container.

    If needed, you can generate and apply a per-container SAS token for use in this field for this specific store. Details are below.

    Set this value to an empty string.

    Note

    Do not delete the entire line. Leave the value as empty.

    container

    Apply the name of the WASB container.

    Note

    If you are specifying different blob host and container combinations for your extra stores, you must create a new Key Vault store. See above for details.

    blobHost

    Specify the blob host of the container.

    Example value:

    storage-account.blob.core.windows.net

    Note

    If you are specifying different blob host and container combinations for your extra stores, you must create a new Key Vault store. See above for details.

  4. Save your changes and restart the platform.

For additional details, see WASB Access.

Tip

At this point, you should be able to load data from your backend datastore, if data is available. You can try to run a small job on Photon, which is native to the Trifacta node. You cannot yet run jobs on an integrated cluster.

Integrate with running environment

The Designer Cloud Powered by Trifacta platform can run jobs on the following running environments.

Note

You may integrate with only one of these environments.

Base configuration for Azure running environments

The following parameters should be configured for all Azure running environments.

Steps:

  1. You can apply this change through the Admin Settings Page (recommended) or trifacta-conf.json. For more information, see Platform Configuration Methods.

  2. Parameters:

    "webapp.runInTrifactaServer": true,
"webapp.runinEMR": false,
"webapp.runInDataflow": false,

    Parameter

    Description

    webapp.runInTrifactaServer

    When set to true, the platform recommends and can run smaller jobs on the Trifacta node, which uses the embedded Photon running environment.

    Tip

    Unless otherwise instructed, the Photon running environment should be enabled.

    webapp.runinEMR

    For Azure, set this value to false.

    webapp.runInDataflow

    For Azure, set this value to false.

  3. Save your changes.

Integrate with Azure Databricks

The Designer Cloud Powered by Trifacta platform can be configured to integrate with supported versions of Azure Databricks clusters to run jobs in Spark.

Note

Before you attempt to integrate, you should review the limitations around this integration. For more information, see Configure for Azure Databricks.

Steps:

  1. You can apply this change through the Admin Settings Page (recommended) or trifacta-conf.json. For more information, see Platform Configuration Methods.

  2. Configure the following parameters to enable job execution on the specified Azure Databricks cluster:

    "webapp.runInDatabricks": true,
"webapp.runWithSparkSubmit": false,

    Parameter

    Description

    webapp.runInDatabricks

    Defines if the platform runs jobs in Azure Databricks. Set this value to true.

    webapp.runWithSparkSubmit

    For all Azure Databricks deployments, this value should be set to false.

  3. Configure the following Azure Databricks-specific parameters:

    "databricks.serviceUrl": "<url_to_databricks_service>",

    Parameter

    Description

    databricks.serviceUrl

    URL to the Azure Databricks Service where Spark jobs will be run (Example: https://westus2.azuredatabricks.net)

    Note

    If you are using instance pooling on the cluster, additional configuration is required. See Configure for Azure Databricks.

  4. Save your changes and restart the platform.

For additional details, see Configure for Azure Databricks.

Tip

At this point, you should be able to load data from your backend datastore and run jobs on an integrated cluster.

Configure platform authentication

The Designer Cloud Powered by Trifacta platform supports the following methods of authentication when hosted in Azure.

Integrate with Azure AD SSO

The platform can be configured to integrate with your enterprise's Azure Active Directory provider. For more information, see Configure SSO for Azure AD.

Non-SSO authentication

If you are not applying your enterprise SSO authentication to the Designer Cloud Powered by Trifacta platform, platform users must be created and managed through the application.

Self-managed:

Users can be permitted to self-register their accounts and manage their password reset requests:

Note

Self-created accounts are permitted to import data, generate samples, run jobs, and generate and download results. Admin roles must be assigned manually through the application.

Admin-managed:

If users are not permitted to create their accounts, an admin must do so:

Tip

Users who are authenticated or have been provisioned user accounts should be able to login to the Trifacta Application and begin using the product.

Verify Operations

Note

You can try to verify operations using the Trifacta Photon running environment at this time.

After you have applied a configuration change to the platform and restarted, you can use the following steps to verify that Designer Cloud Powered by Trifacta Enterprise Edition is working correctly.

Documentation

You can access complete product documentation online and in PDF format. From within the product, select Help menu > Documentation.

The following install and configuration topics were not covered in this task. If these features apply, please reference the following topics in the Configuration Guide for more information.Next Steps

Topic

Description

Configuration Guide sections

User Access

You can enable self-service user registration or create users through the admin account.

Required Platform Configuration

Relational Connections

The platform can integrate with a variety of relational datastores.

Create Encryption Key File

Relational Access

Compressed Clusters

The platform can integrate with some compressed running environments.

Enable Integration with Compressed Clusters

High Availability

The platform can integrate with a highly available cluster.

Enable Integration with Cluster High Availability

The Trifacta node can be configured to use other nodes in case of a failure.

Configure for High Availability

Features

Some features must be enabled and can be configured through platform configuration.

Configure Features

Feature flags: Miscellaneous Configuration

Services

Some platform services support additional configuration options.

Configure Services