Documentation Index
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Overview
The Redshift toolset lets agents query your Amazon Redshift database.Admin creates the Redshift toolset once. After that, each user authenticates with their own Redshift username and password.
Configuration Guide
Step 1: Set up Redshift Serverless in AWS
Step 1: Set up Redshift Serverless in AWS
Create namespace and workgroup
- Open AWS Console and go to Amazon Redshift.
- Click Try Amazon Redshift Serverless free trial.
- Select Customize settings.
- Under Namespace, set:
- Namespace name:
redshift-dev - Database name:
dev - Admin username: for example
root - Password: choose Add password manually and set a password
- Create or attach an IAM role for Redshift access
- Namespace name:
- Under Workgroup, set:
- Workgroup name:
redshift-dev-wg - RPU: change from
128to16for testing - Enable Turn on public accessibility
- Workgroup name:
- Keep other values as default and click Save configuration.
Open port 5439 in security group
- In Redshift, open your Workgroup page.
- Open Network and security.
- Click the linked Security group.
- In EC2 security group, click Edit inbound rules.
- Add rule:
- Type:
Custom TCP - Port range:
5439 - Source:
My IP
- Type:
- Click Save rules.
Redshift uses port
5439 by default.Copy endpoint and database details
From the Redshift Workgroup page, copy the endpoint. Example:redshift-dev-wg.891377406506.ap-south-1.redshift-serverless.amazonaws.com:5439/devUse these values in PipesHub setup:- Host:
redshift-dev-wg.891377406506.ap-south-1.redshift-serverless.amazonaws.com(only hostname before:) - Port:
5439 - Database:
dev
Step 2: (Optional) Load sample data
Step 2: (Optional) Load sample data
If you already have data in Redshift, skip this step.Then run:
Option A: Load CSV from Query Editor v2
- Open Redshift workgroup page and click Query data.
- Open Query Editor v2.
- Open settings and add your S3 bucket URL (example:
s3://your-bucket-name). - Click Load data and load CSV files.
Option B: Load SQL using psql
Make surepsql is installed:Step 3: Create Redshift toolset (admin only)
Step 3: Create Redshift toolset (admin only)
Only admin can create the Redshift toolset instance in the workspace.
Go to toolset creation flow
- In PipesHub, open Workspace Settings.
- Click Actions.
- Click Create Toolset.
Select Redshift and configure
- Choose Redshift from toolsets.
- Fill the form:
| Field | Value |
|---|---|
| Instance name | Example: Redshift |
| Host | Redshift endpoint host only |
| Port | 5439 |
| Database | Example: dev |
- Click Create.
Admin sets only instance connection details. Username and password are not stored at this step.
Step 4: Authenticate Redshift (each user)
Step 4: Authenticate Redshift (each user)
After admin creates the toolset, each user must authenticate with their own Redshift credentials.
- Open Workspace Settings > Actions.
- Open the Redshift toolset instance.
- Click Authenticate.
- Enter your Redshift Username and Password.
- Click Save credentials.
Step 5: Use Redshift in an agent
Step 5: Use Redshift in an agent
- Open Agent Builder.
- In Tools, drag Redshift to the canvas.
- Connect it to your agent.
- Ask data questions in plain language.
FAQ
Who creates and who authenticates?
Who creates and who authenticates?
- Admin creates the Redshift toolset instance once.
- Each user authenticates with their own Redshift username and password.
What endpoint should I use in Host field?
What endpoint should I use in Host field?
Use only the hostname part of the endpoint.If endpoint is:
redshift-dev-wg.891377406506.ap-south-1.redshift-serverless.amazonaws.com:5439/devThen use:- Host:
redshift-dev-wg.891377406506.ap-south-1.redshift-serverless.amazonaws.com - Port:
5439 - Database:
dev