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Fixes for CDI docs #4998

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merged 5 commits into from
Mar 9, 2023
Merged

Fixes for CDI docs #4998

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2233ad8
Update redshift.md
colleenkerr Mar 9, 2023
f047e8c
access info
colleenkerr Mar 9, 2023
bc38aac
remove alias and braze_id support
colleenkerr Mar 9, 2023
f3d1af5
remove alias and braze_id
colleenkerr Mar 9, 2023
eb9caae
Apply suggestions from code review
KellieHawks Mar 9, 2023
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14 changes: 8 additions & 6 deletions ..._user_guide/data_and_analytics/user_data_collection/cloud_ingestion/redshift.md
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Expand Up @@ -16,9 +16,10 @@ Braze Cloud Data Ingestion for Redshift is currently in early access. Contact yo
## Product setup

New Cloud Data Ingestion integrations require some setup on the Braze side and in your Redshift instance. Follow these steps to set up the integration:
1. In your Redshift instance, set up the table(s) or view(s) you want to sync to Braze
2. Create a new integration in the Braze dashboard
3. Test the integration and start the sync
1. Make sure Braze access is allowed to the Redshift tables you want to sync - Braze will connect to Redshift over the internet.
2. In your Redshift instance, set up the table(s) or view(s) you want to sync to Braze
3. Create a new integration in the Braze dashboard
4. Test the integration and start the sync

### Set up tables or views

Expand All @@ -41,14 +42,15 @@ CREATE TABLE BRAZE_CLOUD_PRODUCTION.INGESTION.USERS_ATTRIBUTES_SYNC (
You can name the database, schema, and table as you'd like, but the column names should match the preceding definition.

- `UPDATED_AT` - The time this row was updated in or added to the table. We will only sync rows that have been added or updated since the last sync.
- `EXTERNAL_ID` - This identifies the user you want to update. You can use one of external_id, user_alias, or braze_id.
- `EXTERNAL_ID` - This identifies the user you want to update. This should match the `external_id` value used in Braze.
- `PAYLOAD` - This is a JSON string of the fields you want to sync to the user in Braze.

#### Step 2: Create User and grant permissions

```json
CREATE USER braze_user PASSWORD '{password}';
GRANT SELECT ON TABLE USERS_ATTRIBUTES_SYNC TO braze_user
GRANT USAGE ON SCHEMA BRAZE_CLOUD_PRODUCTION.INGESTION to braze_user;
GRANT SELECT ON TABLE USERS_ATTRIBUTES_SYNC TO braze_user;
```

This is the minimum required permissions for this user; if creating multiple CDI integrations, you may want to grant permissions to a schema, or manage permissions using a group.
Expand Down Expand Up @@ -104,4 +106,4 @@ Once activated, your sync will run on the schedule configured during setup. If y
[2]: {% image_buster /assets/img/cloud_ingestion/ingestion_7.png %}
[3]: {% image_buster /assets/img/cloud_ingestion/ingestion_8.png %}
[4]: {% image_buster /assets/img/cloud_ingestion/ingestion_9.png %}
[5]: {% image_buster /assets/img/cloud_ingestion/ingestion_10.png %}
[5]: {% image_buster /assets/img/cloud_ingestion/ingestion_10.png %}
2 changes: 1 addition & 1 deletion ...user_guide/data_and_analytics/user_data_collection/cloud_ingestion/snowflake.md
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Expand Up @@ -34,7 +34,7 @@ CREATE OR REPLACE TABLE BRAZE_CLOUD_PRODUCTION.INGESTION.USERS_ATTRIBUTES_SYNC (
You can name the database, schema, and table as you'd like, but the column names should match the preceding definition.

- `UPDATED_AT` - The time this row was updated in or added to the table. We will only sync rows that have been added or updated since the last sync.
- `EXTERNAL_ID` - This identifies the user you want to update. You can use one of `external_id`, `user_alias`, or `braze_id`.
- `EXTERNAL_ID` - This identifies the user you want to update. This should match the `external_id` value used in Braze.
- `PAYLOAD` - This is a JSON string of the fields you want to sync to the user in Braze.

#### Step 2: Set up the role and database permissions
Expand Down