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Connect to Redshift

1. Redshift Credential Setup

It’s recommended to create a dedicated Redshift user with:
  • broad read access to the source schemas you want Margin to model
  • permission to create/manage schemas inside your designated Redshift database
If you’d prefer to use an existing user, ensure it has both sets of privileges.

Create a Redshift User and Permissions

Below is a step-by-step guide to set up a Redshift user with the necessary permissions:
Locations to fill in required fields are highlighted in green
If you need to connect to multiple databases, reach out to [email protected], we can enable this for you.

2. Redshift Connection Configuration

A. Add a Redshift Source in Margin

Go to your Integrations page in the Margin dashboard & click Add Source and select Amazon Redshift.

B. Enter Redshift Credentials

Enter the following required fields into Margin:
For security, we recommend that you allowlist Margin’s IP addresses in your security group to allow connections to your Redshift cluster. Please reach out to [email protected] for our current IP addresses.

3. Testing the Connection

When you set up Redshift, Margin verifies:
  1. Basic connectivity check: Network connection & credential validation
  2. Verify user can manage objects in Margin-managed schemas:
    • Table lifecycle (CREATE, INSERT, SELECT, UPDATE, DELETE)
    • View creation and access
    • Ability to execute queries on the source tables
Sometimes the initial test might time out, especially if Redshift is resuming from a paused state. Simply click Test again to retry.

4. Advanced Connection Options

Using an SSH Tunnel

If your Redshift cluster is in a private VPC without public access, you can connect via an SSH tunnel:
  1. Select SSH Tunnel as the connection type
  2. Provide the SSH host, port, username, and authentication method (password or key)
  3. The SSH server must have network access to your Redshift cluster
For enterprise customers, you can securely connect to your Redshift cluster using AWS PrivateLink:
  1. Contact [email protected] to enable this feature
  2. Our team will provide guidance for setting up the PrivateLink connection

Next Steps

Once the connection is established, you can connect your finance sources to model over your event data.

Sources: Finance Data

Connect your finance data sources