Using Xcalar with a trial license on Microsoft Azure Marketplace

IMPORTANT: This document is for users who have received a trial license from Xcalar for the Xcalar Data Platform Standard Edition.

This document provides information to get you started with the Xcalar Data Platform Standard Edition. For detailed information about Xcalar, read the Xcalar Design online help.

Accessing your Xcalar instance

Note: This section assumes your request for a cloud deployment has been approved by Xcalar. To request for a trial, contact Xcalar at sales@xcalar.com.

To start your Xcalar Instance, follow these steps:

  1. In the Xcalar Customer Portal, under Azure Deployments, find the URL to your deployed instance.
  2. Point your browser to the URL.
  3. When the Xcalar Design Login screen is displayed, enter the username and password in the welcome email that Xcalar sent to you.

After you log in, you can perform one of these tasks:

  • Upload your data to your Azure Storage. Then import the source data to Xcalar.
  • Complete Xcalar Adventure.

Uploading your data to Azure Storage account

Your deployed instance comes with an Azure Storage account, to which you can upload your data for Xcalar to analyze. The account name is in the following format:

xdpstorage<uniqueString>

To upload your source data files into the Azure Storage account, follow these steps:

  1. Download Azure Storage Explorer from https://azure.microsoft.com/en-us/features/storage-explorer/.
  2. Locate the SAS URI in your Xcalar Customer Portal. Copy the entire SAS URI string to your clipboard.
  3. Return to Azure Storage Explorer so that you can apply the SAS URI copied from the portal.
  4. Click the Add Account icon, which is in the shape of a plug, on the left edge of Azure Storage Explorer. The Connect to Azure Storage screen is displayed.
  5. Click the button for Use a shared access signature (SAS) URI or connection string.
  6. Click Next. The Attach using SAS screen is displayed.
  7. Click the button for Use a SAS URI.
  8. Paste the SAS URI from your clipboard into the box below URI:.
  9. Click Next at the bottom of the screen. The Connection Summary screen is displayed.
  10. Click the Connect button. The Explorer page is displayed.
  11. In the Storage Accounts section, look for the account name that starts with xdpstorage. It is your storage account.
  12. Double-click your storage account name to display Blob Containers.
  13. Double-click Blob Containers to display the names of existing Blob Containers. Initially, only the Customer container exists.
  14. Click the Upload button to locate and upload a file or contents of a folder. After the upload, the middle section of the screen displays a list describing the contents of the container,

Importing source data to Xcalar

To import your source data to Xcalar, follow these steps:

  1. Create and activate a workbook in Xcalar Design.
  2. Click the Datasets icon.
  3. In the Import Data Source window, select a Data Source Protocol from the drop-down menu:
    • Select file:/// for files on local storage.
    • Select azblob:// for files on Azure Blob storage.
  4. Click Browse. All folders at the top-level of the path are displayed.
  5. Click a folder to display its contents. If you need to move up to the parent folder, click the Up arrow next to the Data Source Path.
  6. Navigate until you see the file or folder that you want to import.
  7. The data source to be imported can be a file or folder. The following list describes how to select the data source:
    • File: Click and highlight the desired file.
    • Folder: Click and highlight the desired folder. Alternatively, click to open the folder but leave the contents unselected.
  8. Click Next. The Import Data Source window is displayed.
  9. Click Create Dataset. Xcalar imports the selected file or all contents in the selected folder to create one dataset.

Using Xcalar Adventure

Xcalar Adventure is a great way to solve analytics problems and familiarize yourself with Xcalar.

Point your browser to https://www.xcalar.com/xu/ to get started with one of the following packages:

  • Introduction: basic analytics exercise to get you acquainted with Xcalar Design.
  • Data Prep: advanced exercise involving filters, joins, aggregates, and user-defined functions.

Your instance comes with the necessary data files to complete Xcalar Adventure. The files are on local storage. Use the file:/// protocol to import them.

Files for the Introduction package are in the following folder:

file:///netstore/datasets/XcalarTraining/

Files for the Data Prep package are in the following folder:

file:///netstore/datasets/adventure/dataPrep/

User authentication with Azure Active Directory

You can connect Xcalar to your Azure Active Directory (AD) so that users can log in to Xcalar with their Azure AD credentials.

To connect Xcalar to Azure AD, log in to Xcalar Design and follow these steps:

  1. Click the Monitor icon in the Xcalar Design main menu.
  2. Click the Setup icon and then select Login Configuration in the Setup panel. The Login Configuration window.
  3. Select Enable Azure Active Directory (AAD) Authentication and follow the on-screen instructions.

When AAD Authentication is enabled, the Xcalar Design Login Page displays the Sign in with Microsoft button. Clicking this button displays a login page on which a user can log in with the Azure AD credentials.