Redshift Setup and Configuration

Export Inflection Data to Redshift

For information on tables and schemas that Inflection exports to Redshift, please read this

Set up Export to Redshift in Inflection

These steps need to be run by someone with access to

Go to Connections → Data Connections, then click Add new connection.
Choose your platform: Select Redshift as your destination platform.
Select connection type: Choose Export Data to Redshift.
Whitelist IPs For Redshift connection, you need to whitelist given IPs in your AWS dashboard before proceeding to setup page
Enter your Redshift credentials Give a name for your data warehouse connection and fill in your credentials.
- Account name - a human-friendly name for this connection
- Username, password - service account credentials for redshift
- Database, schema and port - name of the database, schema and port to be used by Inflection.
Click Create Connection to set up the connection. Note that syncing will NOT BEGIN and connection will be in INACTIVE state until the credentials and destination tables are validated by your Inflection team.

Set up Redshift to accept Inflection Data

We provide a custom SQL script tailored to your configuration. You’ll need to run this script to create the export tables in your DW.

Sample SQL. Do not use this directly. Please refer to the SQL shown on inflection UI for your connection

The script creates tables with the necessary structure and permissions (INSERT, UPDATE, DELETE) for Inflection to write data.

Submit Setup for Activation

Once your credentials are saved and your data team has created the required tables in your warehouse, your setup is complete.At this point:

Inflection’s team will validate the setup and activate the sync for you.
No additional steps are required from your side.
- Optionally, you may test or delete the connection at this stage
You will be notified once the sync has started and data is being sent.

Activation may take up to two business days. Please ensure your data team notifies you once your tables are set up in your data warehouse.

Import Product Activity from Redshift to Inflection

For information on generic import guidelines, please read this

Set up Inflection to read from Redshift

In the Inflection UI, select Connections on the left sidebar > “Data Connections” > “Add new Connection”. Select Redshift to enter connection details and proceed with the setup workflow.
Copy the IPs to whitelist in your AWS dashboard. Select “I’ve Whitelisted the IPs” once you have completed that step.
Name your connection in the Connection name field, add your Redshift connection details, and save the connection:
- Host
- Port
- Database
- User
- Password

Set up Redshift to allow Inflection reads

We need specific permissions to be granted for Redshift sync to work:

Create a user to be used by inflection to read and export data. This user should be created with password (Ref: https://docs.aws.amazon.com/redshift/latest/dg/r_CREATE_USER.html)
Inflection needs an inflection schema to maintain state. Customers can do one of two things for this:
1. Create a schema named inflection within the database that is being connected and then grant all privileges to that schema.
  GRANT ALL PRIVILEGES ON SCHEMA inflection TO <inflection_user_name>;
2. Grant schema create permission for Inflection to automatically do above
  GRANT CREATE ON DATABASE <database_name> TO <inflection_user_name>;
Grant usage access to the schema being connected to the new user

GRANT USAGE ON SCHEMA <schema_being_connected> TO <inflection_user_name>;

Grant select privilege on the specific tables being connected or to all the tables in the schema

# Grant select on all tables in schema
GRANT SELECT ON ALL TABLES IN SCHEMA <schema_being_connected> TO <inflection_user_name>;

# Grant select on specific tables in the schema
GRANT SELECT ON TABLE <schema_being_connected>.<table_being_connected> TO <inflection_user_name>;

Make sure to Whitelist the IPs given from the UI

Connection creation notes:

Use the hostname and port from endpoint details in the redshift cluster details
- Here, the hostname would be redshift-cluster-1.cmjhsmtjaqgq.ap-south-1.redshift.amazonaws.com and the port would be 5439
- Use the username and password for the user that was created for the connection

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Export Inflection Data to Redshift

Import Product Activity from Redshift to Inflection

​Export Inflection Data to Redshift

​Import Product Activity from Redshift to Inflection

Export Inflection Data to Redshift

Import Product Activity from Redshift to Inflection