Initial Setup

Welcome to DataSentry! This guide will walk you through the initial setup process to get your account configured and ready to start optimizing your data warehouse costs.

Prerequisites

Before you begin the setup process, ensure you have:

• Access to your data warehouse environment (Snowflake, BigQuery, Redshift, etc.)
• Required credentials with appropriate permissions for monitoring and optimization
• An email address to create your DataSentry account
• Basic understanding of your current data warehouse configuration

Step 1: Create Your Account

Visit the DataSentry website and click on "Get Started" or "Sign Up". You'll need to provide:

• Your name and email address
• Your company information
• A secure password
• Acceptance of our Terms of Service and Privacy Policy

Step 2: Verify Your Email

After creating your account, you'll receive a verification email. Click the link in the email to verify your account and activate your DataSentry subscription.

Step 3: Connect Your Data Warehouse

Once logged in, you'll be guided through our connection wizard to connect your data warehouse:

1. Select your data warehouse type (Snowflake, BigQuery, Redshift, etc.)
2. Enter your connection credentials
3. Grant the necessary permissions for monitoring
4. Test the connection to ensure it's working properly
5. Complete the initial setup wizard

Step 4: Configure Basic Settings

After connecting your warehouse, configure your basic settings:

• Set your cost optimization preferences
• Configure notification settings
• Set up alert thresholds for cost anomalies
• Define your optimization schedule

Step 5: Review Initial Analysis

DataSentry will begin analyzing your data warehouse usage patterns immediately. You can review:

• Current cost metrics and usage patterns
• Initial optimization recommendations
• Historical usage trends
• Performance benchmarks

Next Steps

Once your initial setup is complete, you can:

• Set up automated optimization policies
• Configure advanced alerting rules
• Explore the dashboard for detailed insights
• Review and implement optimization recommendations
• Set up team access and permissions