Prerequisites & Initial Setup

Following are the prerequisites for this workshop. This workshop is meant for advanced/admin users.

  • AWS Account with admin privileges.
  • QuickSight Enterprise Account.
  • Basic understanding of shell scripting.

    You will need admin rights to your AWS account to run this workshop.
    For AWS personnel planning to run this using event engine account, the Standard event with IAM blueprint can be used to run this workshop.

    Please ensure that you are creating all components of this framework in same aws region to keep the learning experience as smooth as possible.

Step 1 - Setup Cloud9

  1. From AWS Console, search for Cloud9 and launch it.
  2. On Cloud9 page, click Create environment button.
  3. Enter Name as QuickSight Admin Workshop and click Next step button.
  4. Scroll down, Change Cost-saving settings to After four hours.
  5. Leave all other settings at default and Click Next step button.
  6. Scroll down on Review page and click Create environment button.
  7. Keep the tab open. Return to this tab whenever instructed to run a command in Cloud9.
AdminWorkshop-Prerequisites-Exercise

Step 2 - Setup/Open QuickSight

  1. Launch AWS Console (https://console.aws.amazon.com) in a new browser tab, search for QuickSight and launch it.
  2. Jump to step 8 if you already have QuickSight setup in your account.
  3. On QuickSight page, click Sign up for QuickSight button.
  4. Keep the default Enterprise edition, scroll down and click Continue button.
  5. Enter QuickSight account name & Notification email address. If you are running this workshop on a temporary QuickSight account provided by your instructor, use QSWS-YourEmailHandleWithout@symbol ** as account name (eg: QSWS-johndoe ). Add a date suffix if needed to make it unique (eg: QSWS-johndoe-20210608 ). If you are setting up your own QuickSight account, be sure to choose a name that is relevant and applicable to your entire user pool. Enter your official email as the notification email.
  6. Scroll down and click Finish button. (It can take 15-30 Secs to set up the account)
  7. Click Go to Amazon QuickSight button. You will now be taken to QuickSight console.
  8. Keep the tab open. Return to this tab whenever instructed to go to QuickSight. As we go along, we will be opening private browser instances to sign in as other users into QuickSight as well. Whenever we need to use such an instance of QuickSight, it will be explicitly called out.
AdminWorkshop-Prerequisites-Exercise

Step 3 - Initialize Cloud9 Environment

  1. Download WorkshopEnv zip file
  2. Unzip on local.
  3. Shift back to Cloud9 tab.
  4. Open File menu and click Upload Local Files.
  5. Click Select folder, select the unzipped folder from local and click Upload button.
  6. Once upload finishes, close the File upload dialog.
  7. From newly uploaded folder in left panel, right click RunMeFirst.sh and choose Run option.
  8. Close the bash terminal (Not the pane where above script ran) in bottom panel and open a new one.
  9. Run the following command and make sure values are set for AAI (Aws Account Id), IR (Identity Region) and UN (User Name)
echo AAI:$AAI , IR:$IR , UN:$UN, EML:$EML
AdminWorkshop-Prerequisites-Exercise

Step 4 - Run CloudFormation to set up sample dashboard

  1. Launch this CloudFormation Sample
  2. On Create stack page, click Next button.
  3. On Specify stack details page, enter following details
    Stack name: QuickSightSample
    QuickSightIdentityRegion & QuickSightUser : Copy values from output of RunMeFirst.sh
    and click Next button.
  4. On Configure stack option page, scroll down and click Next button.
  5. On Review page, scroll down and click Create stack button. It will take 2-3 minutes to run and will create a data source, dataset, theme, analysis and dashboard in your QuickSight account. Meanwhile, you can proceed to next module.
AdminWorkshop-Prerequisites-Exercise