Tag Archives: Amazon Redshift

AI-powered performance recommendations for Amazon Redshift

Post Syndicated from Steve Phillips original https://aws.amazon.com/blogs/big-data/ai-powered-performance-recommendations-for-amazon-redshift/

Data platform teams running Amazon Redshift collect performance telemetry across system views like SYS_QUERY_HISTORY, SVV_TABLE_INFO, and SVV_ALTER_TABLE_RECOMMENDATIONS, plus Amazon CloudWatch metrics for capacity, query execution, and storage. The challenge is interpretation. Correlating a spike in QueryRuntimeBreakdown commit time with hundreds of small INSERT statements, or connecting high disk spill with undersized compute, takes deep expertise and hours of manual analysis.

In this post, you learn how to build an AI-powered solution that collects the telemetry, pre-computes performance signals, correlates them with CloudWatch, and uses Amazon Bedrock to generate prioritized recommendations. The source code is in the accompanying GitHub repository: sample-ai-performance-advisor-for-amazon-redshift.

The signal-based design is what makes this solution produce precise recommendations rather than generic advice. Instead of dumping raw system view output into the large language model (LLM) prompt, the collector pre-computes boolean and threshold-based findings, pairs them with CloudWatch correlations, and hands the model a structured context. The model then cross-references specific query IDs, table names, and metric values in its output.

Solution overview

Two AWS Lambda functions run on a 24-hour Amazon EventBridge schedule:

  • The collector Lambda runs 13 diagnostic SQL queries against Amazon Redshift Serverless and reads the workgroup’s Workload Management (WLM) configuration. It also collects CloudWatch metrics across capacity, query execution, WLM, connections, and storage. From these inputs, it computes the performance signals. Finally, it writes a telemetry JSON file to Amazon Simple Storage Service (Amazon S3).
  • The analyzer Lambda reads the telemetry from Amazon S3, builds a structured prompt with inline CloudWatch-to-signal correlations. Using the correlations, the analyzer calls Amazon Bedrock (Anthropic Claude Sonnet 4.6), and writes the resulting recommendations JSON back to Amazon S3.
  • An Amazon Simple Notification Service (Amazon SNS) topic sends an email summary of the top recommendations to subscribers.
AWS architecture diagram showing an automated Redshift analysis pipeline within the AWS Cloud. Amazon EventBridge triggers a “Collector” AWS Lambda function, which interacts bidirectionally with AWS Secrets Manager, Amazon Redshift, and Amazon CloudWatch to gather data. The Collector passes results to an “Analyzer” AWS Lambda function, which exchanges data with Amazon Bedrock and reads/writes to Amazon S3. The Analyzer then publishes to Amazon Simple Notification Service (SNS), which delivers an email notification.

Figure 1 – Architecture diagram

Prerequisites

Before deploying the solution, make sure the following are in place.

  • An Amazon Redshift Serverless workgroup with a database and query history.
  • An Amazon Redshift database administrator user (superuser). The collector reads views that only a superuser can query (SVV_TABLE_INFO, SVV_ALTER_TABLE_RECOMMENDATIONS, SVV_MV_INFO, SYS_SERVERLESS_USAGE, SYS_AUTO_TABLE_OPTIMIZATION).
    Store the admin credentials in AWS Secrets Manager and pass the secret ARN to the collector.
    Alternatively, have an existing superuser run ALTER USER "IAMR:redshift-performance-recommendations-role" CREATEUSER;
    once to grant the Lambda role superuser privileges.
  • Amazon Bedrock model access for the model of choice. For this solution, a us.anthropic.claude-* model is recommended for multi-region inference. The solution doesn’t depend on a single model.
  • The AWS Command Line Interface (AWS CLI) installed and configured, and a clone of the GitHub repository.

Create the supporting resources

You need an Amazon S3 bucket, an Amazon SNS topic, an AWS Secrets Manager secret, and an AWS Identity and Access Management (IAM) role before the Lambda functions can run.

Create the Amazon S3 bucket

The Amazon S3 bucket will host the output report.

  • Open the Amazon S3 console and choose Create bucket.
  • Enter a globally unique name (for example, amzn-s3-demo-bucket), keep the default settings, and choose Create bucket.

The collector writes telemetry JSON under the telemetry/ prefix and the analyzer writes recommendations under the recommendations/ prefix.

Create the Amazon SNS topic and subscription

Use Amazon SNS to generate notifications once reports are created.

  • Open the Amazon SNS console and choose Topics, Create topic.
  • Select Standard, and enter the name redshift-performance-recommendations.
  • Choose Create topic.
  • On the topic detail page, choose Create subscription.
  • Select Email as the protocol, enter your email address, and choose Create subscription.
  • Open the confirmation email from AWS Notifications and choose Confirm subscription.
Amazon SNS “Create topic” console page. The Type is set to Standard (selected over FIFO), and the Name field contains “redshift-performance-recommendations.” Annotation arrows highlight the Topics nav item, the Standard topic type, the entered name, and the “Create topic” button in the lower right. Optional sections for Encryption, Access policy, Delivery policy, Message delivery status logging, Tags, and Active tracing are collapsed below.

Figure 2 – Create SNS Topic

Store the admin credentials in AWS Secrets Manager

To avoid using hard-coded credentials, create an AWS Secrets Manager secret to connect to Amazon Redshift.

  • Open the AWS Secrets Manager console and choose Store a new secret.
  • Select Other type of secret, choose the Plaintext tab, and paste the following, replacing <ADMIN_PASSWORD> with the workgroup’s admin password:
    {"username":"admin","password":"<ADMIN_PASSWORD>"}

  • Choose Next, enter redshift-performance-admin as the secret name, then choose Next, Next, and Store.
  • Copy the secret Amazon Resource Name (ARN) from the secret detail page. You pass it to the collector in a later step.
AWS Secrets Manager “Store a new secret” page, Step 1: Choose secret type. “Other type of secret” is selected, and the Plaintext tab shows the key-value pair {“username”:“admin”,“password”:“”}. The encryption key is set to aws/secretsmanager. Annotation arrows highlight the secret type selection, the plaintext credentials, and the “Next” button in the lower right.

Figure 3 – Create secret

Create the IAM role and attach the policy

The repository includes a trust policy in iam/trust-policy.json (allowing lambda.amazonaws.com to assume the role) and the least-privilege permission policy in iam/lambda-role-policy.json. Replace the <ACCOUNT_ID>, <REGION>, <YOUR_BUCKET>, and SNS topic ARN placeholders in the permission policy with your values, then create the role in the AWS Management Console or with this AWS CLI command:

aws iam create-role --role-name redshift-performance-recommendations-role \
    --assume-role-policy-document file://iam/trust-policy.json

aws iam put-role-policy --role-name redshift-performance-recommendations-role \
    --policy-name redshift-performance-policy \
    --policy-document file://iam/lambda-role-policy.json

The permission policy grants the Amazon Redshift Data API, Amazon S3, Amazon SNS, Amazon Bedrock, AWS Lambda invoke, AWS Secrets Manager, and Amazon CloudWatch Logs permissions that both Lambda functions require.

Deploy the Lambda functions

The collector source is in lambda/collector.py and it loads the SQL files in sql/ at runtime. The deployment package must contain both.

Package the collector

Open a terminal or shell window and execute a command to copy the collector code, supporting SQL into a folder and archive.

mkdir -p build/collector/sql
cp lambda/collector.py build/collector/
cp sql/*.sql build/collector/sql/
(cd build/collector && zip -qr ../collector.zip .)

Create the collector function

Using the AWS Management Console, navigate to AWS Lambda.

  • Choose Create function.

    AWS Lambda “Create function” console page with the “Configure custom execution role” panel open on the right. “Author from scratch” is selected, the function name is “redshift-performance-collector,” and the runtime is Python 3.14. Under Additional settings, the “Custom execution role” toggle is enabled, and the execution role list is set to “redshift-performance-recommendations-role.” Annotation highlights mark the Author from scratch option, function name, runtime, custom execution role toggle, the selected role, the Save button, and the “Create function” button.

    Figure 4 – Create AWS Lambda function

  • Select Author from scratch, enter redshift-performance-collector as the name, and select Python 3.14.
  • Expand Custom settings, toggle Custom execution role, choose an existing role, select redshift-performance-recommendations-role, and choose Save.
  • On the function page, choose Upload from, .zip file, and upload build/collector.zip.
  • In Runtime settings, select Edit, and set the Handler to collector.lambda_handler.

    Lambda console for the “redshift-performance-collector” function, Code tab. The code editor shows collector.py — a Python file that runs diagnostic SQL queries against Amazon Redshift Serverless, collects CloudWatch metrics, writes telemetry to Amazon S3, and invokes the analyzer Lambda. The Runtime settings section below shows the Handler highlighted as “lambda_function.lambda_handler,” with an arrow pointing to the Edit button and the “Upload from .zip file” option highlighted.

    Figure 5 – Set AWS Lambda handler

  • Choose Configuration, Edit, set timeout to 5 minutes, and memory to 256 MB.

    Lambda console for “redshift-performance-collector,” Configuration tab with “General configuration” selected. The panel shows Memory 128 MB, Ephemeral storage 512 MB, and Timeout 0 min 3 sec, with SnapStart set to None. Annotation arrows point to the General configuration menu item and the Edit button.

    Figure 6 – Set AWS Lambda timeout and memory

  • Under Configuration, select Environment variables, and add the following keys:
    • WORKGROUP: your Amazon Redshift Serverless workgroup name.
    • NAMESPACE_NAME: the namespace the workgroup belongs to.
    • DATABASE: dev (or your target database).
    • BUCKET: the Amazon S3 bucket name you created earlier.
    • SECRET_ARN: the AWS Secrets Manager secret ARN you copied earlier.
    • ANALYZER_FN: redshift-performance-analyzer.

Package and create the analyzer

Repeat the same steps for the analyzer, using lambda/analyzer.py with a 15-minute timeout:

(cd lambda && zip -q ../build/analyzer.zip analyzer.py)

Use the Lambda console to create redshift-performance-analyzer with handler analyzer.lambda_handler, timeout 15 minutes, memory 256 MB, the same execution role, and these environment variables:

  • BUCKET: the same Amazon S3 bucket.
  • SNS_TOPIC: the SNS topic ARN.
  • MODEL_ID: us.anthropic.claude-sonnet-4-6.

The analyzer creates the Amazon Bedrock client with read_timeout=600 and max_tokens=16384 to handle large prompts and long responses. Anthropic Claude inference on a full telemetry payload typically takes 2–4 minutes.

How the signals and the prompt work

You don’t write any custom code for signal computation or prompt construction. Both computation and construction live in the repository.

The compute_signals() function in lambda/collector.py scans the telemetry for Boolean and threshold-based anti-patterns. At the table level, it looks for row skew, ghost rows, stale statistics, unsorted data, sub-optimal sort or distribution keys, and oversized VARCHAR columns. It also flags runtime and workload issues such as disk spill, small-insert bursts, high Data Definition Language (DDL) executions, and unoptimized COPY file size. Beyond that, it catches Amazon Redshift Spectrum queries that fail to prune partitions and data sharing materialized views doing full refresh. It also flags WLM configurations that lack Query Monitoring Rules (QMR), such as limits on blocks spilled to disk and query execution time. The full set of signals and thresholds is defined inline in the function. To tune a threshold or add a custom signal, edit this function and redeploy.

The build_prompt() function in lambda/analyzer.py constructs the Amazon Bedrock prompt in four sections. The first section lists the triggered signals. The second adds CloudWatch metrics, annotated with >> CORRELATION lines that pair each signal with its supporting metric. The third includes the filtered supporting data, limited to the table and query rows that triggered a signal. The fourth gives explicit instructions to return a pipe delimited text where every recommendation references specific table names, query IDs, and metric values. This structure is why the model produces targeted output rather than generic best-practice advice.

Schedule daily runs

Use the Amazon EventBridge console to trigger the collector every 24 hours.

  • Open the EventBridge console and choose Schedules under Scheduler, Create schedule.
  • Enter the name redshift-performance-daily for Schedule name, toggle Recurring schedule and Rate-based schedule.
  • Under Rate expression, enter 24 and select hours.
  • For Flexible time window, choose Off, and select Next.
    Amazon EventBridge Scheduler “Create schedule” page, Step 1: Specify schedule detail. The schedule name is “redshift-performance-daily.” Under Schedule pattern, “Recurring schedule” and “Rate-based schedule” are selected, with a rate expression of 24 hours, and the time zone set to (UTC-06:00) America/Denver. Annotation highlights mark the Schedules nav item, the recurring/rate-based selections, the rate expression, and the Next button.

    Figure 7 – Create Amazon EventBridge schedule

     

  • On the Select target page, choose AWS Lambda, select the redshift-performance-collector function, and choose Next.

    EventBridge Scheduler “Create schedule” page, Step 2: Select target. “Templated targets” is selected and the AWS Lambda “Invoke” target is chosen from the grid of target options. In the Invoke section, the Lambda function list is set to “redshift-performance-collector” with an empty JSON payload. Annotation highlights mark the Templated targets toggle, the AWS Lambda Invoke target, the selected function, and the Next button.

    Figure 8 – Select Amazon EventBridge schedule target

  • Accept the defaults for Settings and select Next. EventBridge automatically adds a resource-based permission on the Lambda function so the rule can invoke it.
  • Choose Create schedule.

Run it once and review the output

Invoke the collector manually to confirm the pipeline works end-to-end.

  • In the Lambda console, open the redshift-performance-collector function and choose Test. Create a test event named manual with the body {} and choose Test.

    Lambda console for “redshift-performance-collector,” Test tab. A new test event named “manual” is being configured with Invocation type set to Synchronous, event sharing set to Private, the “Hello World” template selected, and an empty {} Event JSON body. Annotation arrows point to the function in the left nav, the Synchronous option, the event name, the Event JSON field, and the Test button.

    Figure 9 – Test end-to-end workflow

  • The function completes in under a minute. Check the Monitor tab for the invocation log via the CloudWatch live logs link.
  • In the Amazon S3 console, open your bucket. Confirm that the telemetry/ prefix contains a JSON file with the current timestamp.
  • Within 2–4 minutes, the analyzer publishes a message to the SNS topic. Check the email address you subscribed for the summary with the top 10 recommendations. Confirm that the recommendations/ prefix in Amazon S3 contains the full JSON.

Each recommendation has a priority (critical, high, medium, low) and a category (query_optimization, table_design, capacity, wlm, maintenance, or ingestion). It also includes a signal_source that names the signals and CloudWatch metrics that triggered it, a plain-language explanation, a specific SQL or configuration action, and an expected impact estimate.

Email notification from AWS Notifications with the subject “Redshift performance: 3 critical, 5 high, 4 medium, 2 low (8 signals)” highlighted. The body is a plain-text “Amazon Redshift Performance Recommendations” report listing workgroup, namespace, database, analysis time, and 14 recommendations. Two critical items are shown for the game_events table: fixing extreme row-skew via DISTSTYLE ALL, and eliminating non-encoded columns with column compression, each with a category, source, explanation, SQL action, and expected impact.

Figure 10 – Sample analyzer emailed output

Best practices

  • Tune thresholds to your workload. The default thresholds in compute_signals() come from the Amazon Redshift operational review playbook. For high-velocity ingestion or small-cluster environments, consider lowering the small-insert threshold, widening the stale-statistics window, or adding custom signals for your own tables.
  • Keep the signal-to-metric correlations current. When you add a signal, also add a matching correlation in build_correlations(). The inline >> CORRELATION lines are what make the model connect an infrastructure metric to an application-level symptom.
  • Review recommendations before you act. The analyzer produces prioritized suggestions, but VACUUM, ANALYZE, and ALTER TABLE actions change table state. Read the explanation and action on each recommendation, validate the SQL against your schema, and run it during a maintenance window.

Cleaning up

To avoid ongoing charges, delete the resources you created for this solution:

  • The two AWS Lambda functions: redshift-performance-collector and redshift-performance-analyzer.
  • The Amazon EventBridge rule: redshift-performance-daily.
  • The Amazon SNS topic and its email subscription: redshift-performance-recommendations.
  • The Amazon S3 bucket, including the telemetry/ and recommendations/ objects.
  • The AWS Secrets Manager secret: redshift-performance-admin.
  • The IAM role and its inline policy: redshift-performance-recommendations-role.

Conclusion

You now have a daily performance review for Amazon Redshift Serverless that runs entirely on AWS Lambda, stores every run in Amazon S3, and delivers prioritized recommendations by email. The signal-based prompt pattern keeps the Amazon Bedrock cost low and the recommendations specific to your workload.

To learn more, see the following resources:


About the authors

Steve Phillips

Steve Phillips

Steve is a Principal Technical Account Manager and Analytics specialist at AWS in the North America region. Steve currently focuses on data warehouse architectural design, AI/ML data foundations, data lakes, data ingestion pipelines, and cloud distributed architectures.

Richard Raseley

Richard Raseley

Richard is a Senior Technical Account Manager in North America who works with Games customers. He is passionate about applying his background in automation, cloud computing, networking, and storage to help customers build AI solutions.

Scale analytics with Amazon Redshift multi-warehouse enhancements

Post Syndicated from Raza Hafeez original https://aws.amazon.com/blogs/big-data/scale-analytics-with-amazon-redshift-multi-warehouse-enhancements/

Onboard analytics workloads at scale with Amazon Redshift’s improved remote table data definition language (DDL), materialized view improvements, and concurrency scaling enhancements for zero-ETL and auto-copy.

As organizations scale their analytics capabilities, they need the ability to add workloads without disrupting production operation or being constrained by the resources of a single data warehouse. In this post, we introduce new capabilities of Amazon Redshift that enhance our multi-warehouse and scaling capabilities: remote materialized view (MV) operations, remote table DDL support, and concurrency scaling enhancements for zero-ETL and S3 event integration. These features help you build more scalable, performant decentralized analytics architectures on Amazon Redshift.

Let us review how these new features enable you to run analytics at scale.

New remote materialized view operations

New remote table DDL operations

  • ALTER TABLE ALTER DISTSTYLE operations now work on remote warehouses through concurrency scaling and data sharing. You can dynamically optimize data distribution across distributed environments, improving query performance and resource utilization without requiring data migration. This is especially valuable for data engineers fine-tuning performance across multiple warehouses and administrators adapting to changing query patterns.
  • ALTER TABLE APPEND operations now extend to remote warehouses through concurrency scaling and data sharing. This consolidates data across distributed environments, so you can efficiently combine tables without complex data movement or extract, transform, and load (ETL) processes. Organizations managing dynamic table operations across multiple environments can maintain data consistency while reducing operational overhead.

Concurrency scaling improvements

With these new concurrency scaling capabilities, you can maintain consistent data freshness without compromising existing warehouse performance. This eliminates the traditional trade-off between analytics and data loading. Apart from turning on concurrency scaling, no additional changes are required to take advantage of these features.

Customer use cases

This section covers two industry use cases: the first for a financial services customer and the second for a gaming industry customer.

Financial services use case

The following is a sample architecture for a large financial services customer with global operations. This customer uses a multi-warehouse architecture built on Amazon Redshift.

Financial services multi-warehouse architecture using STG, DWH, ETL, and USR Amazon Redshift warehouses

The staging (STG) warehouse serves as a raw zone for data from various sources, like the bronze layer of a medallion architecture. This warehouse also cleanses and standardizes the raw data to the silver layer and makes it available for further processing. The STG warehouse uses MVs to process millions of nested JSON messages and extract attributes into scalar columnar Amazon Redshift tables.

CREATE MATERIALIZED VIEW rawdb.fsi.customer_orders_raw
distkey(c_custkey) sortkey(c_custkey) AS (
    SELECT c_custkey,
        o.o_orderstatus,
        o.o_totalprice,
        o_idx
    FROM customer_orders_lineitem c,
        c.c_orders o AT o_idx
);
REFRESH MATERIALIZED VIEW rawdb.fsi.customer_orders_raw;

The DWH warehouse serves as the primary Amazon Redshift instance and gold layer, providing data to consuming applications like Business Objects and Tableau. The zero-ETL concurrency scaling improvements provide consistent data freshness even when zero-ETL ingestion spikes occur alongside heavy DWH workloads. The DWH MVs provide fast access to aggregated data for Tableau extracts and Business Objects live reports. The DWH warehouse takes advantage of concurrency scaling when multiple MVs need to be refreshed on the DWH instance.

CREATE MATERIALIZED VIEW bodb.final.customer_churn_tbl
AS (
    SELECT state,
        account_length,
        area_code,
        total_charge/account_length AS average_daily_spend,
        cust_serv_calls/account_length AS average_daily_cases,
        churn
    FROM custdb.final.customer_activity_all
);
REFRESH MATERIALIZED VIEW bodb.final.customer_churn_tbl;

The ETL01/02 warehouses serve as dedicated compute environments for running project-specific ETL jobs, while the USR01/02 warehouses handle user workloads such as ad-hoc analysis or model building from dbt. When new objects are required by user workloads, they are created and maintained on the remote producer warehouse (DWH).

ALTER TABLE salesdb.final.sales_report_all
ALTER DISTKEY sales_id;
ALTER TABLE APPEND salesdb.final.sales_report_all
FROM stagingdb.sales.sales_2026_02;

Gaming industry use case

A leading gaming company has built their entire analytics infrastructure on AWS, with their analytics team managing data streaming from games, data warehousing, and business intelligence tools. They standardized Amazon Redshift across the organization, migrating off Vertica running on Amazon Elastic Compute Cloud (Amazon EC2). After overcoming early challenges with cluster resize operations, the team became strong advocates for Amazon Redshift and now runs their primary production cluster on 32 ra3.16xlarge nodes.

As their data ingestion pipeline grew, query workloads began competing with data ingestion processes, creating performance bottlenecks. Rather than scaling up their primary cluster, they implemented a workload isolation strategy using Amazon Redshift data sharing. The customer launched a second 16-node ra3.4xlarge cluster as a data share consumer, with the primary cluster serving as the producer. This architecture allowed them to migrate consumption workloads to the consumer cluster while the producer focused on data ingestion, effectively supporting growth without increasing the primary cluster size.

Gaming company architecture with a producer Amazon Redshift cluster sharing data to a consumer cluster

Recognizing the advantages of this distributed architecture, the gaming company expanded their approach by migrating workloads to Amazon Redshift Serverless, further using the data sharing model for workload isolation. Amazon Redshift’s remote materialized view capability allowed the gaming company to create materialized views directly on the data shared by the producer cluster. Each consumer cluster could now build materialized views optimized for its specific workload patterns. This created pre-aggregated datasets, custom join strategies, and workload-specific data distributions, without impacting the producer cluster’s performance or requiring data duplication. The producer warehouse maintains data distribution and sorting strategies designed for generic enterprise needs, providing consistent data quality across all consumers. Meanwhile, consumer warehouses used remote materialized views to fine-tune query performance for their distinct analytical requirements, whether supporting real-time player analytics, business intelligence dashboards, or ad-hoc data science workloads. This distributed approach to data consumption optimization proved essential for the gaming company. It delivered fast query performance across diverse analytical workloads while maintaining a single source of truth in the producer cluster and avoiding the operational overhead of managing redundant data copies.

Best practices

To get the most out of these new capabilities, consider the following best practices:

  • Enable concurrency scaling on your Amazon Redshift clusters and Serverless workgroups to allow ETLs and user queries to run even faster, providing consistent report and dashboard performance.
  • Set up usage limits for concurrency scaling on both Amazon Redshift provisioned clusters and Serverless workgroups by configuring an appropriate MaxRPU setting. This helps you avoid unexpected additional costs. For more information, see the Amazon Redshift usage limits documentation.
  • Use remote MVs to offload resource-intensive MV creation and refresh operations from your primary warehouse to remote data share clusters.

Conclusion

In this post, we walked through the new MV refresh features, remote table DDL capabilities, and expanded concurrency scaling support for zero-ETL and S3 auto-copy. These features help you move beyond the constraints of a single warehouse. They are particularly valuable for organizations managing distributed data architectures that require dynamic table management across multiple environments while maintaining data consistency and adapting quickly to changing workloads. To get started, make sure you are running the latest Amazon Redshift version. Then visit the Amazon Redshift documentation to learn more about concurrency scaling, data sharing, and materialized views.


About the authors

Raza Hafeez

Raza Hafeez

Raza is a Senior Product Manager, Technical at Amazon Redshift. He has 15+ years of experience building and optimizing enterprise data warehouses and is passionate about making cloud analytics accessible and cost-effective for customers of all sizes.

Ravi Animi

Ravi Animi

Ravi is a senior product leader in the Amazon Redshift team and manages several functional areas of the Amazon Redshift cloud data warehouse service, including spatial analytics, streaming analytics, query performance, Spark integration, and analytics business strategy. He has experience with relational databases, multidimensional databases, IoT technologies, storage and compute infrastructure services, and more recently, as a startup founder in the areas of artificial intelligence (AI) and deep learning, computer vision, and robotics.

Satesh Sonti

Satesh Sonti

Satesh is a Principal Analytics Specialist Solutions Architect based in Atlanta, specializing in building enterprise data platforms, data warehousing, and analytics solutions. He has over 20 years of experience in building data assets and leading complex data platform programs for banking and insurance clients across the globe.

Milind Oke

Milind Oke

Milind is a senior Redshift specialist solutions architect who has worked at Amazon Web Services for three years. He is an AWS-certified SA Associate, Security Specialty and Analytics Specialty certification holder, based out of Queens, New York.

Amazon Redshift delivers faster performance for BI dashboards and real-time analytics

Post Syndicated from Stefan Gromoll original https://aws.amazon.com/blogs/big-data/amazon-redshift-delivers-faster-performance-for-bi-dashboards-and-real-time-analytics/

Business intelligence (BI) dashboards and real-time analytics have become essential tools for making informed decisions quickly. Modern data warehouses must excel at complex, long-running analytical queries and also deliver sub-second response times for the short, ad hoc queries that power interactive and real-time experiences. This matters even more as agents explore and derive new insights from massive amounts of data. From executives monitoring key performance indicators on their morning dashboards to data analysts using agents to explore datasets interactively, the expectation is clear: queries should return results fast and predictably.

Amazon Redshift has long been optimized for these use cases. Over the years, we’ve introduced numerous features designed to improve query performance for BI and real-time analytics workloads, including result caching, materialized views, and automatic workload management (AutoWLM). These capabilities have helped thousands of customers build responsive dashboards and real-time applications on Amazon Redshift. However, we know that when it comes to interactive analytics, every millisecond matters. That’s why we keep focusing on making dashboards load faster and helping exploratory queries return results more quickly.

Today, we’re excited to announce a new performance optimization in Amazon Redshift that improves the response times of low-latency SQL queries, such as those used in real-time analytics applications or generated by BI dashboards. With this enhancement, you can experience improved query latencies because of a reduction in the time Amazon Redshift spends preparing SQL queries for execution. SQL queries start faster, so they return results quicker.

How the optimization works

To understand this improvement, let’s first examine one of Amazon Redshift’s existing core performance capabilities: code generation. Code generation is an optimization technique that analyzes each SQL query and generates query-specific C++ code internally. This code is then compiled and executed in parallel across the available Amazon Redshift compute nodes to deliver results back to you. Code generation has been fundamental to Amazon Redshift query performance, executing complex analytical queries with high efficiency.

While code generation results in performant query execution, new queries can experience a one-time compilation overhead the first time they run. Amazon Redshift already caches compiled code, and more than 99% of queries in the Amazon Redshift fleet execute using this cached generated code and experience no compilation overhead. For queries that haven’t been cached yet, the one-time compilation overhead is most noticeable for fast-running queries (for example, millisecond or single-digit second queries), where it can represent a significant portion of total execution time.

With the optimization we announced, Amazon Redshift reduces this compilation overhead. Here’s how it works: when Amazon Redshift receives a query, it first checks if optimized compiled C++ code already exists in the cache from previous executions of similar queries in the Amazon Redshift fleet. If so, it uses that code for best performance. If not, Amazon Redshift now applies a new query compilation optimization that processes new queries immediately using composition. Composition is a technique that generates a lightweight arrangement of pre-existing logic. At the same time, it creates query-specific optimized code that is compiled and executed across available compute resources to boost performance further. Composition removes compilation from the critical path of query execution and provides immediate execution while compilation proceeds in the background. With this optimization, new queries processed by Amazon Redshift start faster and deliver performance consistent with subsequent runs.

This approach ensures that first-time queries start much quicker, while repeated queries continue to benefit from the same leading price-performance that Amazon Redshift code generation delivers.

The best part? No action is necessary for your queries to start benefiting from this performance optimization. This enhancement is now the default for all SQL queries in Amazon Redshift for all users on provisioned clusters or serverless workgroups in all AWS Regions where Amazon Redshift is available at no additional cost.

Real-world performance results

We analyzed the impact of this new optimization on Amazon Redshift customer clusters. To do so, we measured the compilation time of the 1% of query segments that didn’t get a cache hit in our compilation cache and therefore required compilation. The following chart shows the results. The P50 compilation time before the optimization was 4.3 seconds. With this optimization, the compilation time dropped 25.7x to 170 ms.

Bar chart comparing P50 compilation time on Amazon Redshift before and after the FastCompile optimization, showing a reduction from 4.3 seconds to 170 milliseconds, a 25.7x improvement

With this optimization, BI dashboards load faster, interactive exploration feels more responsive, and real-time analytics applications can deliver insights with lower latency.

What customers are saying

“Following the significant performance improvements that Amazon Redshift demonstrated for cold query execution on our cluster with the FastCompile query performance feature enabled, achieving 2.4x faster query performance with compilation time reduced from 12 seconds to 5 seconds, we have adopted Amazon Redshift as our analytics solution”

— Vijay Hiremath, Group Manager, Business Platforms, Intuit

“As a data platform leader at a leading Chinese liquor company, we rely heavily on Amazon Redshift as our enterprise data warehouse. With diverse analytical query patterns, we faced performance challenges during initial compilation. After testing Redshift’s new cold query compilation enhancement, cold queries now perform nearly as fast as warm queries, with significantly improved speed on diverse queries”

— Yujie Wang, Data Platform Leader, JNC

“In a mid size customer processing about 85 GB of data daily through complex ETL pipelines — multiple tables, mixed DML operations, all landing into our 1.7 TB Amazon Redshift data warehouse, fast compile enhancements accelerated our post-maintenance ETL pipelines by 25%. Now the customer data loads complete faster, data hits analysts sooner for quick decisions”

— Jagan Mohan, Product Engineering Head, Algonomy

Industry-leading price-performance for all of your workloads

To illustrate the impact of this optimization, we simulated a short-running BI-like low-latency workload using a benchmark derived from the industry-standard TPC-DS benchmark. We ran the workload at a relatively small scale of 100 GB on a 3-node RG xlarge Amazon Redshift cluster. At this cluster size and scale, queries finish in milliseconds or single-digit seconds, representing the expected latencies of a typical BI dashboard. The derived TPC-DS benchmark includes 99 different queries that represent a mix of realistic business intelligence workloads, including reporting queries, ad hoc analysis, and data exploration patterns. For this test, we compared a single cold run of these queries on an Amazon Redshift RG cluster with the same run on comparable alternative cloud data warehouses. We launched the warehouses, loaded the data, executed a single run of 99 queries, and measured the total runtime and geometric mean of the queries. No other cluster warm-up or setup was done. This query performance improvement is hardware agnostic. It works on all supported Amazon Redshift hardware instance types, on RA3 and RG on provisioned clusters, and on the hardware that supports serverless workgroups.

The results are shown in table below and summarized in subsequent chart. With this new optimization, Amazon Redshift delivers the fastest runtime and geomean for these short queries at the lowest cost, with up to 8.3x better price-performance than the leading alternative data warehouses for new queries.

. Cost / hr Runtime (sec) Geomean (sec) Runtime comparison Geomean comparison Geomean price-performance
Redshift 3-node RG.xlarge $2.28 235 1.7 baseline baseline baseline
Alternative Warehouse A $3.00 327 2.3 1.4x slower 1.3x slower 1.7x more expensive
Alternative Warehouse B $4.00 538 3.4 2.3x slower 2x slower 3.4x more expensive
Alternative Warehouse C $6.00 907 5.5 3.9x slower 3.2x slower 8.3x more expensive

Bar chart comparing TPC-DS benchmark price-performance for the Amazon Redshift 3-node RG.xlarge baseline against three alternative cloud data warehouses, showing Amazon Redshift fastest at lowest cost and up to 8.3x better price-performance

Conclusion

The new query startup optimization in Amazon Redshift continues our commitment to fast performance across analytical workloads. By reducing compilation overhead, we’ve made BI dashboards and real-time analytics applications more responsive, while maintaining the query execution performance that Amazon Redshift is known for.

Because this optimization is automatically enabled for all Amazon Redshift customers, you can start experiencing these benefits immediately. No configuration changes or query rewrites are required. Your existing queries will run faster.

To learn more, visit Amazon Redshift. To get started, you can try Amazon Redshift Serverless and start querying data in minutes without setting up or managing data warehouse infrastructure. For more details on performance best practices, see the Amazon Redshift Database Developer Guide.

Find the best price performance for your workloads

The benchmark used in this post is derived from the industry-standard TPC-DS benchmark, and has the following characteristics:

  • The schema and data come from TPC-DS unmodified.
  • The queries are used unmodified from TPC-DS. TPC-approved query variants are used for a warehouse if the warehouse does not support the SQL dialect of the default TPC-DS query.
  • The test includes only the 99 TPC-DS SELECT queries. It does not include maintenance and throughput steps.
  • A single power run was run with query parameters generated using the default random seed of the TPC-DS kit. The total runtime and geomean of that single cold run were used for the results in this post.
  • Price performance is calculated as the geomean in seconds divided by 3,600 seconds per hour, multiplied by the cost of the warehouse per hour. The result is equivalent to the geomean cost per query. Published on-demand pricing is used for all data warehouses.

We call this benchmark the Cloud Data Warehouse Benchmark, and you can reproduce the preceding benchmark results using the scripts, queries, and data available on GitHub. It is derived from the TPC-DS benchmark and is not comparable to published TPC-DS results, because our test results do not comply with the specification.

Each workload has unique characteristics. If you’re starting out, a proof of concept is the best way to understand how Amazon Redshift performs for your requirements. When running your own proof of concept, focus on proper cluster sizing and the right metrics: query throughput (the number of queries per hour) and price performance. You can make a data-driven decision by requesting assistance with a proof of concept or by working with a system integration and consulting partner.

To stay current with the latest developments in Amazon Redshift, subscribe to the What’s New in Amazon Redshift RSS feed.


About the authors

Stefan Gromoll

Stefan Gromoll

Stefan is a Principal Engineer with Amazon Redshift where he is responsible for Redshift performance across the stack. In his spare time, he enjoys cooking, playing with his three boys, and chopping firewood.

Ravi Animi

Ravi Animi

Ravi is a Senior Product Management leader in the Redshift Team and manages several functional areas of the Amazon Redshift cloud data warehouse service including performance across the stack, query processing, materialized views, spatial analytics, streaming analytics and migration strategies. He has deep experience with relational databases, multi-dimensional databases, IoT technologies, storage and compute infrastructure services and as a startup founder using AI/deep learning, computer vision, and robotics. He has dual bachelors degrees in physics and electrical engineering from Washington Univ. St. Louis, a masters degree in engineering from Stanford and an MBA from Chicago Booth.

Venkat Govindaraju

Venkat Govindaraju

Venkat is a Principal Engineer in the Amazon Redshift engineering team. He has designed and developed several major features in Amazon Redshift including the feature discussed in this blog. He holds a Ph.D in computer science from the University of Wisconsin, Madison.

Kiran Chinta

Kiran Chinta

Kiran is a Senior Development Manager in the Amazon Redshift engineering team. He has led the delivery of several key features in Amazon Redshift. He has extensive experience leading software engineering teams at Amazon Web Services, IBM and other companies.

Optimize your Tableau integration with Amazon Redshift Serverless

Post Syndicated from Nidhi Nayak original https://aws.amazon.com/blogs/big-data/optimize-your-tableau-integration-with-amazon-redshift-serverless/

This is a guest blog post co-written by Adiascar Cisneros, from Tableau at Salesforce.

Integrating Tableau with Amazon Redshift Serverless gives you high-performance analytics with serverless scaling and minimal capacity planning. Although automatic scaling handles warehouse management for you, optimization requires a strategic approach to data modeling, security, and query management.

In this post, we provide a guide to help you use Tableau’s Relationships and Amazon Redshift Serverless architecture to deliver sub-second insights while maximizing every Redshift Processing Unit (RPU). We also provide guidance on five key areas: data model architecture for optimal query performance, security configuration and access control, performance optimization through smart configuration, cost management strategies, and query and join optimization techniques.

Prerequisites

Before implementing these optimization strategies, make sure you have:

  • Tableau Desktop (version 2022.1 or later) or Tableau Server deployed.
  • An active Amazon Redshift Serverless workspace.
  • AWS Identity and Access Management (IAM) permissions to configure authentication and access controls.
  • Network connectivity configured between your Tableau environment and Amazon Redshift Serverless.
  • The native Amazon Redshift driver installed.

Building the foundation

The success of any analytics system begins with its data model. True scalability starts with the end-user experience. Your data model is more than a storage structure. It’s the foundation of dashboard responsiveness. By aligning your database design in Amazon Redshift with your analytical requirements, you empower Tableau to generate highly efficient queries, reducing costs and keeping your users engaged with the data.

When connecting to Amazon Redshift, we recommend using Tableau’s logical data model, specifically Relationships. With Relationship, you can preserve the native level of detail for each table, so Tableau can perform join culling and dynamically query only the specific tables needed for a particular visualization.

When designing your Amazon Redshift schema, implement a well-structured star or snowflake schema, or one big denormalized table where appropriate. This allows Tableau to optimize query execution automatically. Modern Amazon Redshift deployments benefit significantly from Automatic Table Optimization (ATO), which uses AI and machine learning (ML) to continuously monitor and adjust sort keys and distribution keys. To take advantage of ATO, keep sort keys and distribution styles at their default AUTO setting when you create tables. ATO then continuously monitors workload patterns and adjusts keys to improve query performance.

Start by implementing Relationships in your existing workbooks to take advantage of join culling and improved query performance.

Securing your connection

Native database drivers provide enhanced security features and better integration with Amazon Redshift capabilities compared to generic ODBC or JDBC alternatives.

The integrity of your analytics relies on the quality of the connection between your platforms. Use the native Amazon Redshift driver rather than generic ODBC or JDBC alternatives. The native driver is specifically engineered to use the advanced capabilities of Amazon Redshift and supports modern security protocols, such as AWS IAM Identity Center, out of the box. By prioritizing the native driver, you verify that your connection uses the latest security patches and performance optimizations, establishing a hardened and efficient entry point for your data. For more information, see Integrate Tableau and Okta with Amazon Redshift using AWS IAM Identity Center.

Connection stability for high-scale environments

In Amazon Redshift, cursors are used to retrieve a result set from a query and process the data row-by-row or in smaller chunks rather than loading the entire set into memory at once. For high-scale environments, stable connections depend on how you handle large result sets. In some high-volume scenarios, Amazon Redshift cursors can introduce resource overhead that impacts user concurrency. Monitor your workload and, if necessary, fine-tune your connection configurations using Tableau Data Customization (TDC) files. TDC files are XML configuration files that customize how Tableau connects to your database. Specifically, validate whether disabling cursors improves throughput.

Important: This configuration loads the entire dataset into memory. For large datasets, this might cause performance degradation or out-of-memory errors. Evaluate your dataset size and business requirements before you turn on this setting. This is a key step in tuning your deployment, helping verify that your Amazon Redshift resources remain available and responsive for secure, ad-hoc analysis.

Security best practices

Follow security best practices while deploying Amazon Redshift Serverless. Configure security groups to control inbound access from Tableau Server and Desktop IP ranges. IAM authentication must be the primary method, complemented by SSL/TLS encryption for all connections.

Role-based access control (RBAC) forms the backbone of your security framework:

For authorization, implement a layered security model:

  • Apply explicit GRANT statements.
  • Create distinct database roles aligned with business functions.
  • Use Amazon Redshift system-defined roles judiciously.
  • Apply dynamic data masking for sensitive data.
  • Conduct regular security audits to support ongoing protection.

Audit your current connection types and migrate to the native Amazon Redshift driver if you’re using ODBC or JDBC connections.

Enhancing performance through smart configuration

Smart configuration spans how much data you query, where you push complex logic, how you design dashboards, and how you tune connections. The following sections cover each area.

Managing data volume

To maximize workbook efficiency, start by rigorously managing your data volume. Although Amazon Redshift handles large datasets well, your dashboard should query only what is strictly necessary. Use Tableau Hyper Extracts for production environments to provide a consistent, high-speed cache that offloads repetitive query processing from Amazon Redshift. If a live connection is required, strictly limit your data intake by using Data Source Filters and hiding all unused fields. This helps verify that Tableau generates leaner queries, significantly reducing network latency and processing time.

Shifting complexity to the database

Next, shift the burden of complexity away from the visualization layer. Materialize calculations within your extracts or push complex logic (especially row-level string manipulations and regex) directly down to the Amazon Redshift database level. By pre-calculating these values before the user ever loads the dashboard, you eliminate expensive runtime processing.

Simplify your logic within Tableau by using native features like CASE statements or Sets rather than complex IF/THEN statements. Testing shows these methods perform significantly faster for grouping dimensions.

Streamlining dashboard design

Additionally, optimize the rendering process by streamlining your dashboard design:

  • Limit the number of visualizations per dashboard.
  • Prioritize fixed-size dashboards to maximize server-side caching effectiveness.
  • Avoid high-cardinality filters (fields with thousands of unique values).
  • Don’t use the ‘Show Only Relevant Values’ setting on large datasets, because it forces the system to run extra background queries that slow down your dashboard.

Connection and parameter tuning

Optimize Tableau’s performance by enabling connection pooling tailored to your concurrent user count. Configure datetime handling and parallel query execution settings to match your workload patterns.

You can enhance the automatic resource management of Amazon Redshift Serverless through parameter optimization. Key parameters include:

Choosing between extracts and live queries is a foundational architectural decision. We recommend a hybrid approach tailored to specific use cases rather than a one-size-fits-all policy.

When to use live queries

Live queries are best for real-time analytics. They use Amazon Redshift Serverless automatic scaling to query massive datasets in place. Use this approach for:

  • Up-to-the-minute data requirements.
  • Datasets too massive for extracts.
  • Scenarios requiring database-level row security.
  • Integration with Amazon Redshift Spectrum for Amazon Simple Storage Service (Amazon S3) data.

Keep in mind that live connections rely entirely on the database’s performance, so optimizing your Amazon Redshift tables and using materialization techniques within the database is important for maintaining interactivity.

When to use extracts

For scenarios when data is static or where query performance is critical, Tableau Hyper Extracts provide a high-speed cache that shifts the processing load from Amazon Redshift to Tableau’s data engine. This is valuable for dashboards with complex calculations (such as row-level string manipulations or heavy aggregations) where an extract can pre-materialize results, effectively baking in the logic before the user ever loads the view. By using extracts for these heavy workloads, you reduce the compute load on Amazon Redshift, lowering costs while delivering sub-second response times to end users.

Right-sizing your extracts

To maximize efficiency, right-size your extracts for your dashboard’s specific needs:

  • Avoid the SELECT * mentality.
  • Use data source filters to limit rows.
  • Hide unused fields to remove redundant columns.
  • For higher-level analysis, aggregate your data during the extract process. For example, summarize daily transactions into monthly trends to significantly reduce file size and query time.
  • Schedule refreshes during off-peak hours.
  • Use incremental updates to add only new rows, minimizing Amazon Redshift RPU usage and network overhead.

Balance performance and cost by aligning your connection choice with business freshness requirements and data complexity. Monitor usage patterns to refine this balance over time.

Star schema query and join optimization

Optimize your star schema joins and queries to reduce execution time and compute costs by using Tableau Relationships. Relationships keep tables separate, allowing Tableau to automatically query only the necessary tables for the fields in the view. Relationships are more flexible and often perform better than joins because they don’t force a row-level merge on all fields.

Inefficient joins and poorly optimized queries force Amazon Redshift to scan unnecessary data, increasing both query execution time and compute costs.

Query optimization best practices

Avoid Custom SQL, which forces Tableau to wrap queries in complex sub-selects. Instead, connect directly to tables or views to let the database optimizer function effectively.

Define primary and foreign keys in your Amazon Redshift schema to allow Tableau to assume referential integrity.

Important: Amazon Redshift does not enforce primary or foreign key constraints. They are informational only, and the query optimizer uses them to generate more efficient execution plans. You’re responsible for data integrity at the application or ETL layer. For more information, see Defining constraints. Assume Referential Integrity is a Tableau setting that tells the engine to trust defined key relationships without validating them at query time, reducing query complexity.

Use Materialized Views to pre-compute heavy aggregations, which reduces execution time for frequently accessed data patterns. For example, create materialized views for common date-based aggregations or customer-level summaries.

Optimize Amazon Redshift Serverless by denormalizing data to minimize complex joins. After you apply these changes, use Tableau’s Performance Recorder to regularly validate your query speeds and identify bottlenecks.

Cost optimization and monitoring

Amazon Redshift Serverless charges in RPU-hours on a per-second basis (60-second minimum), so you only pay for the workloads you run.

Optimizing query volumes and resource usage helps you control Amazon Redshift Serverless costs and maintain predictable spending. To help control compute costs, optimize Tableau queries before they reach Amazon Redshift by using Data Source Filters and ‘Hide All Unused Fields.’ This forces the generation of lean SELECT statements that scan only the necessary rows and columns. Because Amazon Redshift Serverless scales resources based on workload, reducing data volume and complexity at the Tableau source layer can help lower RPU consumption and costs.

For more information, see Amazon Redshift Serverless billing.

Using extracts as a cost buffer

Tableau Hyper Extracts act as a cost buffer for high-traffic dashboards. By extracting data into Tableau’s in-memory engine, database costs are typically incurred during scheduled refreshes rather than for every individual user interaction. For live connections, maximize Tableau’s caching architecture by setting server cache policies to “Refresh less often,” ensuring that repetitive dashboard views are served instantly from memory and avoid redundant, billable queries.

Monitoring and alerting

Monitor RPU usage patterns and set billing alerts to maintain cost control:

  • Combine query result caching with strategic scheduling for resource-intensive tasks.
  • Use scaling event data and query patterns to define thresholds.
  • Set up Amazon CloudWatch alarms for RPU consumption spikes.
  • Review Amazon Redshift query monitoring metrics weekly to identify optimization opportunities.

Clean up

To avoid incurring ongoing charges, delete the resources you created while testing the configurations described in this post.

  • Delete the Amazon Redshift Serverless workgroup and namespace if they were created for testing.
  • Remove any IAM roles, policies, and users created specifically for Tableau connectivity.
  • Delete security groups configured for Tableau Server or Desktop IP access.
  • Remove any materialized views, tables, or schemas created during testing.
  • Cancel any scheduled Tableau extract refreshes connected to test workgroups.
  • Delete Tableau data sources and workbooks that reference test environments.
  • Remove any CloudWatch alarms or CloudTrail configurations set up for monitoring test resources.

For more information about managing Amazon Redshift Serverless resources, see Billing for Amazon Redshift Serverless.

Conclusion

This post covered key optimization strategies for Tableau and Amazon Redshift Serverless integration: data model architecture using Relationships, security configuration with native drivers and AWS IAM, performance optimization through extracts and smart configuration, cost management with RPU monitoring, and query optimization techniques.

As AI-driven optimization evolves, staying informed about Amazon Redshift AI features and best practices, including Tableau Pulse, is key. Regularly review your configuration, performance, and security to verify that your Tableau and Amazon Redshift Serverless integration remains secure, cost-effective, and high-performing.

Optimization is an ongoing, iterative process. To keep your environment optimized, regularly review your settings, monitor performance, and adapt as workload patterns evolve. This approach maintains a cost-effective analytics environment that scales with your organization.

Ready to build a secure, high-performance analytics solution that delivers both speed and cost efficiency? Visit the Salesforce and AWS partnership webpage to start scaling your insights today.


About the authors

Nidhi Nayak

Nidhi Nayak

Nidhi is a Senior Technical Account Manager with AWS, she helps enterprise customers build scalable, high-performance cloud applications and optimize cloud operations. With over a decade of experience in Data Analytics, Nidhi currently focuses on Redshift & Generative AI integration with Redshift.

Nita Shah

Nita Shah

Nita is a Sr. Analytics Specialist Solutions Architect at AWS based out of New York. She has been building enterprise data platforms, data warehousing, and analytics solutions for over 20 years and specializes in Amazon Redshift. She is focused on helping customers design and build enterprise-scale well-architected analytics and decision support platforms

Bill Tarr

Bill Tarr

Bill is a Principal Partner Solutions Architect at AWS, specializing in Business Applications including Salesforce, MuleSoft, and agentic AI interoperability. From software builder to architect, he has 20+ years of experience shaping SaaS technology strategies from startup to enterprise. Bill has delivered 12+ sessions at AWS re:Invent and produced 71 episodes of “Building SaaS on AWS.

Adiascar Cisneros

Adiascar Cisneros

Adiascar is a Tableau at Salesforce Sr. Product Manager. Adiascar manages the Tableau technical relationship with Amazon Web Services, coordinating roadmap prioritization, connector improvements, customer events, and publications. Adiascar joined Tableau in 2018 and is based in Atlanta GA.

Multi-Region identity-based access to Amazon Redshift and S3 Tables

Post Syndicated from Maneesh Sharma original https://aws.amazon.com/blogs/big-data/multi-region-identity-based-access-to-amazon-redshift-and-s3-tables/

Organizations with lines of business operating across multiple AWS Regions increasingly run analytics workloads on globally distributed data. These organizations want to manage users and groups centrally, typically in the AWS Organizations management account and in a single Region, while still letting each line of business access data from the Region where its workloads run. Organizations should govern access based on the actual workforce user and their group memberships in the corporate directory.

With multi-Region support for AWS IAM Identity Center, organizations can federate workforce identities into a single organization instance in their primary Region. After you replicate this instance to additional Regions, member accounts running services such as Amazon Redshift or Amazon Athena in those Regions can integrate with IAM Identity Center locally, to resolve the same centrally managed users and groups.

This solution uses Trusted Identity Propagation (TIP), a capability that passes a user’s Identity Center identity and group memberships through a chain of AWS services. With TIP, when a user authenticates through Identity Center, that identity context flows to downstream services like AWS Lake Formation and Amazon S3 Access Grants. With this approach, you get consistent, identity-based access control without additional AWS Identity and Access Management (IAM) role configurations.

In Part 1 of this series, we showed how to simplify enterprise data access using the Amazon Redshift integration with Amazon S3 Access Grants. We demonstrated how to grant Amazon Simple Storage Service (Amazon S3) permissions to AWS IAM Identity Center users and groups using S3 Access Grants, and tested the integration using a federated user to unload and load data between Amazon Redshift and Amazon S3 within a single AWS Region.

In this post, we extend that solution across AWS Regions. We introduce a fictional company, AnyCompany Global, to illustrate how organizations with global operations can use AWS IAM Identity Center Multi-Region to set up consistent, identity-based access to Amazon Redshift and Amazon S3 Tables across Regions.

Specifically, we demonstrate:

  • How IAM Identity Center Multi-Region replicates identity data so that the same users and groups are available in each enabled Region.
  • How AWS Lake Formation grants fine-grained table-level and column-level access to S3 Tables based on group membership.
  • How S3 Access Grants controls UNLOAD/COPY operations to Amazon S3 based on the same identity.

We also show how to connect with your preferred SQL client.

Fictional scenario: AnyCompany Global

AnyCompany Global is a retail analytics company with a centralized IT team and distributed analytics teams. They use the following personas:

  • Alice — IT administrator (manages IAM Identity Center and AWS accounts).
  • Bob — platform engineer (sets up data infrastructure in us-west-2).
  • Ethan — data analyst (member of the awssso-sales group, queries data).

AnyCompany Global has two AWS accounts:

  • Account A (us-east-1) — management account with IAM Identity Center.
  • Account B (us-west-2) — analytics account with Amazon Redshift, Amazon S3, and the AWS Glue Data Catalog.

The same IAM Identity Center user (Ethan) authenticates once and accesses data in Account B (us-west-2) using the same credentials and group memberships — you don’t need additional user provisioning because IAM Identity Center replicates identities to the secondary Region.

Solution overview

The following diagram illustrates the multi-account, multi-Region architecture. Account A (us-east-1) hosts IAM Identity Center, which replicates identities to us-west-2 where Account B runs the analytics workloads.

Multi-account, multi-Region architecture diagram showing IAM Identity Center in us-east-1 replicating to us-west-2, where Amazon Redshift queries S3 Tables through Lake Formation and writes to Amazon S3 through S3 Access Grants

Figure 1: Multi-account, multi-Region architecture with S3 Access Grants, AWS Lake Formation, and IAM Identity Center.

This solution demonstrates two complementary data access patterns, both controlled by the end user identity:

Pattern Access method Permission controlled by
Pattern A SELECT on S3 table bucket through Amazon Redshift Spectrum Lake Formation
Pattern B UNLOAD/COPY to and from Amazon S3 S3 Access Grants

The solution workflow includes the following steps:

  • Ethan connects from Amazon Redshift Query Editor v2 in us-west-2 and authenticates via the IAM Identity Center endpoint (replicated to us-west-2) using his corporate IdP credentials.
  • For Pattern A (SELECT): Amazon Redshift queries the Amazon S3 Tables catalog (s3tablescatalog). Lake Formation evaluates Ethan’s IAM Identity Center group membership and grants access to the cataloged data.
  • For Pattern B (UNLOAD/COPY): Amazon Redshift requests temporary credentials from S3 Access Grants in us-west-2. S3 Access Grants evaluates the request, matches Ethan’s identity and group membership, and vends scoped temporary credentials for the authorized S3 location.
  • Ethan runs SELECT to query data through Lake Formation, and UNLOAD to write data to Amazon S3 through S3 Access Grants. You don’t need an IAM role ARN in the commands.

Walkthrough

The following sections walk you through enabling IAM Identity Center Multi-Region, configuring Amazon S3 Tables with Lake Formation in the secondary Region, testing both access patterns, and verifying the result with AWS CloudTrail. Start with the prerequisites, then complete each step in order.

Prerequisites

You should have the following prerequisites already set up:

  • AWS Organizations enabled with at least two AWS accounts – Centralized Account(Region 1) and Member Account(Region2)
  • IAM Identity Center enabled in the management account (Account A, us-east-1) with a delegated administration account
  • Corporate IdP integrated with IAM Identity Center (users and groups synced, for example, awssso-sales and awssso-finance groups).
  • Resource sharing enabled in your organization with AWS Resource Access Manager (AWS RAM)
  • Complete solution from Part 1 replicated in us-west-2 (Account B), including:
    • Amazon Redshift cluster (in us-west-2) with IAM Identity Center integration enabled (using the replicated Identity Center endpoint in us-west-2).
    • S3 Access Grants instance configured with IAM Identity Center association
    • Amazon S3 bucket (for example, amzn-s3-demo-bucket-west) with folders for each group (for example, awssso-sales/, awssso-finance/).
    • IAM role for S3 Access Grants (for example, iamidcs3accessgrant) with trust policy and permissions policy.
    • S3 Access Grants location registered and grant created for the awssso-sales group.
    • S3 Access Grants enabled on the Amazon Redshift managed application under Trusted identity propagation
    • Cross-account resource sharing via AWS RAM (if Amazon Redshift and S3 Access Grants are in different accounts)
    • Lake Formation enabled on the Amazon Redshift managed application under Trusted identity propagation
    • Lake Formation and Glue permissions added to the IAM role used in the Amazon Redshift managed application (for example, IAMIDCRedshiftRole). For the required permissions, see Querying data through AWS Lake Formation.
  • An AWS account with an IAM role that has administrative access (e.g., Admin role) configured as a Data Lake Admin in Lake Formation

Note: Creating and using AWS resources in this tutorial incurs charges, including AWS Key Management Service (AWS KMS) keys, S3 table buckets, Amazon Redshift clusters, and Amazon S3 storage. See the cleanup section at the end of this post to avoid ongoing charges.

Step 1: Set up IAM Identity Center Multi-Region

Alice performs this step in the management account (Account A, us-east-1). IAM Identity Center uses encryption at rest for identity data. To enable multi-Region, you must first create a multi-Region customer-managed AWS Key Management Service (AWS KMS) key and replicate it to the additional Region.

Create a multi-Region AWS KMS key

  1. On the AWS KMS console in us-east-1, choose Create key.
  2. For Key type, select Symmetric.
  3. For Key usage, select Encrypt and decrypt.
  4. Under Advanced options, select Multi-Region key.
  5. Provide an alias (for example, idc-multi-region-key).
  6. Apply the AWS KMS key policy as documented in Baseline KMS key policy.

Replicate the key to us-west-2

  1. On the AWS KMS console in us-east-1, select the key you created.
  2. Choose the Regionality tab.
  3. Choose Create new replica keys.
  4. Select US West (Oregon) us-west-2.
  5. Choose Replicate key.

For detailed instructions, see Creating multi-Region replica keys.

AWS KMS console Regionality tab showing the multi-Region replica key configured for an additional Region

Figure 2: Replica key configured for the additional Region.

Add us-west-2 to IAM Identity Center

  1. On the IAM Identity Center console in us-east-1, in the navigation pane, choose Settings.
  2. Choose Add Region.
  3. From the Region list, select US West (Oregon) us-west-2. The list shows Regions where you replicated the customer-managed AWS KMS key.
  4. Choose Add Region.

A blue banner indicates that Identity Center is replicating your workforce identities, configuration, and metadata to the new Region. After the initial replication, the Replication Status column changes to Replicated. Your Identity Center endpoints in us-west-2 are now active.

For detailed instructions, see Add the Region in IAM Identity Center.

IAM Identity Center Settings page with the multi-Region replica key added for us-west-2 and replication status set to Replicated

Figure 3: IAM Identity Center settings showing the multi-Region replica key added for us-west-2.

Update your IdP configuration for the additional Region

You’ve successfully replicated your Identity Center instance to the Oregon (us-west-2) Region. Your workforce identities are now available in that additional Region and can use the new AWS access portal endpoint.

To make sure AWS managed application (service provider-initiated) authentication redirect user to respective application, add the ACS URL for the additional Region so that the app contains both Regional ACS URLs.

In the following section highlighted in red, you can view all ACS URL information:

IAM Identity Center settings page with the View ACS URLs section highlighted in red

Figure 4: IAM Identity Center settings showing the View ACS URLs option.

Copy the respective ACS URL as shown in the following figure:

IAM Identity Center settings page listing the ACS URLs for both Regions

Figure 5: IAM Identity Center settings showing the ACS URLs for both Regions.

Use the following instructions to add the ACS URL for the additional Region in your Identity Center application in Okta:

  1. Log in to the Okta portal as an Admin.
  2. Expand the Applications drop-down in the left pane, then choose Applications
  3. Choose your Identity Center Application
  4. Select the Sign-on tab and choose Edit in the Settings windows.
  5. In the AWS SSO ACS URL1 box under Advanced Sign-on Settings – add the additional ACS URL
  6. Choose Save.

Okta application Sign-on tab with the AWS SSO ACS URL1 box configured for the IAM Identity Center application

Figure 6: Okta application for IAM Identity Center Sign-on tab to add ACS URLs.

Create a permission set for the secondary Region

Create a permission set in the management account to grant federated users console access to Amazon Redshift Query Editor V2 in the secondary Region (us-west-2). For more information about permission sets, see Permission sets.

  1. In the management account, open the IAM Identity Center console.
  2. In the navigation pane, under Multi-Account permissions, choose Permission sets → Create permission set.
  3. Choose Custom permission set, then choose Next.
  4. Under AWS managed policies, select AmazonRedshiftQueryEditorV2ReadSharing.
  5. Under Inline policy, add the following policy:
    {
      "Version": "2012-10-17",
      "Statement": [
        {
          "Effect": "Allow",
          "Action": [
            "redshift:DescribeQev2IdcApplications",
            "redshift-serverless:ListNamespaces",
            "redshift-serverless:ListWorkgroups",
            "redshift-serverless:GetWorkgroup"
          ],
          "Resource": "*"
        }
      ]
    }

  6. Choose Next. Enter a permission set name (for example, Redshift-QEV2-West).
  7. Under Relay state, set the default to the Query Editor V2 URL for the secondary Region: https://us-west-2.console.aws.amazon.com/sqlworkbench/home.
  8. Choose Next, then Create.

After creation, assign this permission set to the relevant IAM Identity Center group (for example, awssso-sales) for Account B (us-west-2).

Step 2: Set up Amazon S3 Tables integration with AWS Glue Data Catalog and Lake Formation in Account B (us-west-2)

In this step, the data lake administrator (Bob) sets up Amazon S3 Tables with Lake Formation for fine-grained access control. He completes the following tasks:

  1. Create an S3 tables bucket.
  2. Enable S3 Tables integration with AWS Glue Data Catalog and Lake Formation.
  3. Register the table bucket with Lake Formation (removes default IAM-based access).
  4. Grant Lake Formation permissions to an IAM Identity Center group (awssso-sales) so that only authorized users can query data through Trusted Identity Propagation.

Step 2.1: Remove default Lake Formation permissions

Before creating S3 Tables resources, disable the default IAMAllowedPrincipals grants that Lake Formation applies to new databases and tables. By default, Lake Formation grants IAMAllowedPrincipals access to new resources, which means that standard IAM policies (rather than Lake Formation permissions) control access. For identity-based access through Trusted Identity Propagation, you need Lake Formation to be the sole arbiter of access.

The order matters. If you remove these defaults before registering the S3 Tables resource, Lake Formation will not apply IAMAllowedPrincipals to your S3 Tables catalog or its children. If you register the resource first, you need to manually revoke the IAMAllowedPrincipals grants from each resource.

From the console

  1. Open the Lake Formation console in your target Region (for example, us-west-2).
  2. In the left navigation, choose Administration → Data Catalog settings.
  3. Uncheck both options:
    • Use only IAM access control for new databases
    • Use only IAM access control for new tables in new databases
  4. Choose Save.

Lake Formation Data Catalog settings page with both default IAM access control options cleared

Figure 7: Lake Formation Data Catalog settings with default IAM access control disabled.

Optional: Verify Lake Formation default permissions through the AWS CLI

aws lakeformation get-data-lake-settings --region <REGION>

Confirm both CreateDatabaseDefaultPermissions and CreateTableDefaultPermissions are empty arrays ([]).

Add AWSServiceRoleForRedshift as a read-only admin

If you plan to query S3 Tables from Amazon Redshift Query Editor V2, you must add the Amazon Redshift service-linked role as a Read-Only Admin in Lake Formation. Complete the following steps:

  • In the Lake Formation console, go to Administration → Administrative roles and tasks.
  • Under Data lake administrators, choose Add. Choose Read only administrator.
  • From the menu, choose AWSServiceRoleForRedshift.
  • Choose Confirm.

Important: Without this, Amazon Redshift Query Editor V2 doesn’t display external databases from s3tablescatalog. The Amazon Redshift service-linked role needs read-only admin access to browse the Data Catalog on behalf of users.

Step 2.2: Create the Lake Formation data access role for S3 Tables

Create an IAM role that Lake Formation assumes to generate temporary, scoped credentials on behalf of users requesting access to S3 Tables data. Lake Formation uses this role (instead of its service-linked role) because Trusted Identity Propagation requires sts:SetContext in the trust policy, which is not available on the service-linked role. Without a custom role with this permission, Lake Formation cannot propagate the user’s IAM Identity Center identity when accessing S3 Tables.

Create the role with the trust policy

aws iam create-role \
    --role-name LFAccessRole-S3Tables \
    --assume-role-policy-document '{
        "Version": "2012-10-17",
        "Statement": [{
            "Effect": "Allow",
            "Principal": {
                "Service": "lakeformation.amazonaws.com"
            },
            "Action": [
                "sts:AssumeRole",
                "sts:SetSourceIdentity",
                "sts:SetContext"
            ]
        }]
    }'

Attach the S3 Tables permissions policy

aws iam put-role-policy \
    --role-name LFAccessRole-S3Tables \
    --policy-name S3TablesDataAccess \
    --policy-document '{
        "Version": "2012-10-17",
        "Statement": [
            {
                "Sid": "LakeFormationPermissionsForS3ListTableBucket",
                "Effect": "Allow",
                "Action": ["s3tables:ListTableBuckets"],
                "Resource": ["*"]
            },
            {
                "Sid": "LakeFormationDataAccessPermissionsForS3TableBucket",
                "Effect": "Allow",
                "Action": [
                    "s3tables:CreateTableBucket",
                    "s3tables:GetTableBucket",
                    "s3tables:CreateNamespace",
                    "s3tables:GetNamespace",
                    "s3tables:ListNamespaces",
                    "s3tables:DeleteNamespace",
                    "s3tables:DeleteTableBucket",
                    "s3tables:CreateTable",
                    "s3tables:DeleteTable",
                    "s3tables:GetTable",
                    "s3tables:ListTables",
                    "s3tables:RenameTable",
                    "s3tables:UpdateTableMetadataLocation",
                    "s3tables:GetTableMetadataLocation",
                    "s3tables:GetTableData",
                    "s3tables:PutTableData"
                ],
                "Resource": ["arn:aws:s3tables:<REGION>:<ACCOUNT_ID>:bucket/*"]
            }
        ]
    }'

Step 2.3: Register S3 Tables with Lake Formation

Register the S3 Tables resource with Lake Formation using the data access role. This step lets Lake Formation manage access to S3 Tables through the Data Catalog and creates the s3tablescatalog federated catalog automatically.

Open the Lake Formation console and complete the following steps:

  1. Choose Catalogs in the navigation pane and choose Enable S3 Table integration.

Lake Formation Catalogs page with the Enable S3 Table integration option highlighted

Figure 8: Lake Formation Catalogs page with the Enable S3 Table integration option.

  1. Select the IAM role and select Allow external engines to access data in Amazon S3 locations with full table access. Choose Enable.

Enable S3 Table integration dialog with the IAM role selected and the Allow external engines option enabled

Figure 9: Enable S3 Table integration dialog with the IAM role and external-engine access configured.

Alternative: Register through the AWS CLI

aws lakeformation register-resource \
    --resource-arn "arn:aws:s3tables:<REGION>:<ACCOUNT_ID>:bucket/*" \
    --role-arn "arn:aws:iam::<ACCOUNT_ID>:role/LFAccessRole-S3Tables" \
    --with-federation \
    --region <REGION>

Important: Verify that the --role-arn matches the exact ARN of the role created in Step 2.2 (including the path). A mismatch (e.g., role/service-role/LFAccessRole-S3Tables vs role/LFAccessRole-S3Tables) will cause credential vending failures later.

Optional: Verify the registration

aws lakeformation list-resources --region <REGION>

Confirm the S3 Tables entry shows WithFederation: true and the correct role ARN.

Step 2.4: Create the S3 table bucket and namespace

Create an S3 table bucket and a namespace. Complete the following steps on the Amazon S3 console:

  1. In the navigation pane, choose Table buckets.
  2. Choose Create table bucket.
  3. On the next page, enter the bucket name as <TABLE_BUCKET_NAME>.
  4. Keep the other options as default and choose Create table bucket.
  5. After you create it, the AWS Management Console redirects you to the list of table buckets. Choose the table bucket <TABLE_BUCKET_NAME>.
  6. Choose Create table with Athena.
  7. Create a namespace in S3 Tables (equivalent to a database in AWS Glue Data Catalog). Enter the namespace (database) name as <NAMESPACE_NAME> and choose Create namespace.

You can also perform these steps using the AWS Command Line Interface (AWS CLI). Refer to Creating a table bucket using the AWS CLI for equivalent commands.

Step 2.5: Grant admin role access

After you remove default permissions, you need to give your Admin role explicit Lake Formation permissions to create tables. Because your Admin role is a Data Lake Admin, you can already see s3tablescatalog in the Amazon Athena console, but creating tables requires an explicit grant.

From the console

  • Open the Lake Formation console in your Region.
  • Choose Data permissions → Grant.
  • Under Principals, select IAM users and roles and choose your Admin role.
  • Under LF-Tags or catalog resources, select Named Data Catalog resources.
  • For Catalogs, choose <Account ID>:s3tablescatalog/<Table_Bucket_Name>.
  • For Databases, select your database (for example, customer_ns_db).
  • Select Super for Database permissions and Grantable permissions.
  • Choose Grant.

After this grant, you can create and insert data into tables from the Athena console.

Note: Your Admin role must be a Data Lake Admin (configured in Step 2.1) to browse s3tablescatalog in Athena. You need the explicit database grant for write operations (CREATE TABLE, INSERT).

Step 2.6: Create a table from the Athena console

  1. Open the Amazon Athena console in your Region.
  2. In the Data source menu, select AwsDataCatalog.
  3. For Catalog, choose s3tablescatalog/<Table_Bucket_Name>.
  4. For Database, choose your namespace.
  5. Run a CREATE TABLE statement. For example:
CREATE TABLE <NAMESPACE_NAME>.<TABLE_NAME> (
    customer_id int,
    first_name string,
    last_name string,
    region string,
    membership_tier string
)
TBLPROPERTIES ('table_type' = 'ICEBERG');

INSERT INTO <NAMESPACE_NAME>.<TABLE_NAME> VALUES
  (1, 'Joyce', 'Deaton', 'West', 'Gold'),
  (2, 'Daniel', 'Dow', 'East', 'Silver'),
  (3, 'Marie', 'Lange', 'West', 'Gold'),
  (4, 'Wesley', 'Harris', 'East', 'Bronze'),
  (5, 'Jerry', 'Tracy', 'West', 'Silver');

Step 2.7: Grant permissions to the IAM Identity Center group

Give your IAM Identity Center group access to query tables. This step enables Trusted Identity Propagation (TIP) for this group. When users in the group access data through TIP-integrated services like Amazon Redshift, Lake Formation evaluates their IAM Identity Center group membership and enforces table-level and column-level permissions accordingly.

From the console

Grant DESCRIBE on the database:

  1. Open the Lake Formation console in your Region.
  2. Choose Data permissions → Grant.
  3. Under Principals, select IAM Identity Center and choose your IAM Identity Center group (for example, awssso-sales).
  4. Under LF-Tags or catalog resources, select Named Data Catalog resources.
  5. For Catalogs, choose <Account ID>:s3tablescatalog/<Table_Bucket_Name>.
  6. For Databases, select your database (for example, customer_ns_db).
  7. For Database permissions, select Describe.
  8. Choose Grant.

Grant SELECT and DESCRIBE on tables:

  1. Choose Data permissions → Grant.
  2. Under Principals, select IAM Identity Center and choose your IAM Identity Center group (for example, awssso-sales).
  3. Under LF-Tags or catalog resources, select Named Data Catalog resources.
  4. For Catalogs, choose <Account ID>:s3tablescatalog/<Table_Bucket_Name>.
  5. For Databases, select your database (for example, customer_ns_db).
  6. For Tables, select All tables (or a specific table).
  7. For Table permissions, select Select and Describe.
  8. Choose Grant.

Tip: You can also configure column-level or row-level permissions for fine-grained access control. When granting on a specific table, additional options for Column permissions and Data filters become available.

Step 2.8: Optional: Verify the Lake Formation permissions

Confirm database-level permissions

aws lakeformation list-permissions \
    --resource '{"Database": {"CatalogId": "<ACCOUNT_ID>:s3tablescatalog/<TABLE_BUCKET_NAME>", "Name": "<NAMESPACE_NAME>"}}' \
    --region <REGION>

Confirm table-level permissions

aws lakeformation list-permissions \
    --resource '{"Table": {"CatalogId": "<ACCOUNT_ID>:s3tablescatalog/<TABLE_BUCKET_NAME>", "DatabaseName": "<NAMESPACE_NAME>", "TableWildcard": {}}}' \
    --region <REGION>

You should see:

  • Your Admin role with ALL permissions at the database level.
  • Your IAM Identity Center group with DESCRIBE permissions at the database level.
  • Your IAM Identity Center group with DESCRIBE on ALL_TABLES and SELECT on ALL_TABLES (with ColumnWildcard) at the table level.
  • No IAM_ALLOWED_PRINCIPALS entries.

Step 2.9: Create Amazon Redshift tables and grant permissions

Connect to the Amazon Redshift cluster in us-west-2 as an admin user and create Redshift local tables. Grant permissions on those local resources to IAM Identity Center groups.

Create a schema and table

CREATE SCHEMA IF NOT EXISTS sales_schema;

CREATE TABLE IF NOT EXISTS
sales_schema.store_sales (
  customer_id INTEGER ENCODE az64,
  product VARCHAR(50),
  sales_amount INTEGER ENCODE az64
)
DISTSTYLE AUTO;

-- Insert sample data
INSERT INTO sales_schema.store_sales VALUES
  (1, 'Laptop', 1200),
  (2, 'Phone', 800),
  (3, 'Tablet', 450),
  (4, 'Monitor', 350),
  (5, 'Keyboard', 120);

Grant permissions to the IAM Identity Center group

GRANT USAGE ON SCHEMA sales_schema TO ROLE "awsidc:awssso-sales";
GRANT SELECT, INSERT FOR TABLES IN SCHEMA sales_schema TO ROLE "awsidc:awssso-sales";

-- Grant access to the S3 Tables external database in Redshift (for Lake Formation queries on customer profiles)
GRANT USAGE ON DATABASE "customers3tables@s3tablescatalog" TO ROLE "awsidc:awssso-sales";

Step 3: Test the solution

In the management account, navigate to the IAM Identity Center console and copy the AWS access portal URL (for example, https://d-1234560789.awsapps.com/start) from the dashboard.

  • Log out from the management account and paste the AWS access portal URL in a new browser window.
  • A pop-up redirects you to your IdP login page. Enter Ethan’s IdP credentials.
  • After successful authentication, you’re logged into the AWS console as a federated user. Select the QEV2 permission set for the secondary Region (us-west-2).
  • In Query Editor V2, open the context (right-click) menu on your Amazon Redshift instance, choose Create connection, and for Authentication, select IAM Identity Center.
  • Because your IdP credentials are already cached, the browser reuses them automatically. You’re now connected to Amazon Redshift.

Pattern A: Query the S3 table catalog using Lake Formation permissions

Query the customer profile data through s3tablescatalog. Lake Formation enforces access based on Ethan’s IAM Identity Center group membership:

SELECT *
FROM "customers3tables@s3tablescatalog"."customer_ns_db"."customer_profiles";

Amazon Redshift Query Editor V2 results pane displaying customer profile rows returned from the s3tablescatalog through Lake Formation

Figure 10: Query results from s3tablescatalog returned through Lake Formation in Amazon Redshift Query Editor V2.

This query reads customer profile data from Amazon S3 through Amazon Redshift Spectrum, with Lake Formation controlling who can access which tables and columns.

Pattern B: Unload data to Amazon S3 using S3 Access Grants

Run the UNLOAD command to write data from Amazon Redshift to the S3 bucket:

UNLOAD ('SELECT * FROM "dev"."sales_schema"."store_sales"')
TO 's3://west-idc-amzn-s3-demo-bucket/awssso-sales/';

You don’t need an IAM role ARN in the command. S3 Access Grants handles authorization based on Ethan’s IAM Identity Center identity and group membership, propagated across Regions using IAM Identity Center Multi-Region support.

Verify the data in Amazon S3

On the Amazon S3 console, navigate to s3://west-idc-amzn-s3-demo-bucket/awssso-sales/ and verify that the unloaded data files are present.

Join Lake Formation data with locally loaded Amazon Redshift data

Combine customer profile data (queried via Lake Formation) with sales data (loaded via S3 Access Grants) using the shared customer_id column:

SELECT c.first_name, c.last_name, c.membership_tier,
  s.product, s.sales_amount
FROM "customers3tables@s3tablescatalog"."customer_ns_db"."customer_profiles" c
JOIN  dev.sales_schema.store_sales s ON c.customer_id = s.customer_id
ORDER BY s.sales_amount DESC;

Amazon Redshift Query Editor V2 results joining S3 Tables customer profiles with the local store_sales table

Figure 11: Joined results from S3 Tables and Amazon Redshift local data, ordered by sales amount.

This shows that you can join S3 Tables data with Amazon Redshift using the same IAM Identity Center identity.

Verify access control

To confirm that S3 Access Grants is enforcing access, try accessing a folder Ethan does not have a grant for:

UNLOAD ('SELECT * FROM "dev"."sales_schema"."store_sales"')
TO 's3://west-idc-amzn-s3-demo-bucket/awssso-finance/';

This should return an access denied error, confirming that S3 Access Grants is controlling access based on the user’s identity and group membership.

Step 4: Verify with AWS CloudTrail

You can verify that Amazon Redshift used both S3 Access Grants and Lake Formation for authorization by checking AWS CloudTrail:

  • On the CloudTrail console, choose Event history.
  • Filter by Event source: s3.amazonaws.com. Look for GetDataAccess events (S3 Access Grants).
  • Filter by Event source: lakeformation.amazonaws.com. Look for GetDataAccess events (Lake Formation).

Both event types show Ethan’s IAM Identity Center user identity, confirming trusted identity propagation works end-to-end for both access patterns.

The following table lists related blog posts and integration guides covering additional identity-based access patterns with Amazon Redshift. Although many of these were written for single-Region deployments, you can extend them to multi-Region environments by first enabling IAM Identity Center Multi-Region as described in Step 1 of this post. Use the table to find the guide that matches your identity provider and tooling:

Integration / use case Identity provider What it covers Blog link
Amazon Redshift federated permissions Any Centralize permission management across multiple Amazon Redshift clusters within a Region using IAM Identity Center-linked database roles. Simplify multi-warehouse data governance with Amazon Redshift federated permissions
Amazon Redshift Query Editor V2, DbVisualizer, DBeaver Any Foundational Amazon Redshift and IAM Identity Center setup, role-based access control (RBAC), JDBC single sign-on (SSO) with PKCE. Integrate IdP with Query Editor V2 and SQL client
Amazon Redshift and S3 Access Grants (single Region and cross-account) Any Amazon S3 data access through UNLOAD/LOAD with identity-based permissions. Simplify data access with S3 Access Grants
Amazon SageMaker Unified Studio with Athena and Amazon Redshift Any SQL analytics with Lake Formation governance. Configure SSO with SageMaker Unified Studio
Amazon QuickSight with Lake Formation Any Cross-account Glue Data Catalog, business intelligence dashboards. Cross-account Glue and Lake Formation
Tableau (Desktop, Server, Prep) Okta TTI plus OIDC setup, Tableau OAuth XML configuration. Integrate Tableau with Okta
Tableau (Desktop, Server, Prep) PingFederate TTI plus OIDC setup, JWT access token manager. Integrate Tableau with PingFederate
Tableau (Desktop, Server, Prep) Microsoft Entra ID TTI plus OIDC setup, Entra app registration. Integrate Tableau with Entra ID
ThoughtSpot Okta / Microsoft Entra ID Native OIDC integration, supports both IdPs. Integrate ThoughtSpot

Key considerations

When implementing this multi-Region architecture, keep the following operational and configuration considerations in mind. These reflect common challenges and design decisions encountered during deployment:

  • IAM Identity Center Multi-Region requires a customer-managed multi-Region AWS KMS key replicated to each additional Region before you can add the Region to Identity Center.
  • S3 Access Grants instances are regional. You need a separate instance in each Region where your users access data. A bucket must be in the same Region as the Access Grants instance that manages it.
  • IAM Identity Center Multi-Region provides the same user and group identities across Regions, so you can use the same group IDs in grants across Regions.
  • You must register Lake Formation data locations with a customer-managed role that includes sts:SetContext in its trust policy. For S3 Tables, use aws lakeformation register-resource with the --with-federation flag and the resource ARN format arn:aws:s3tables:<REGION>:<ACCOUNT_ID>:bucket/*. Using the service-linked role causes the error: Cannot vend credentials from service-linked role to Identity Center principal.
  • SELECT and UNLOAD use different permission models. Lake Formation controls query-time access to cataloged data (SELECT through Spectrum). S3 Access Grants controls direct Amazon S3 access (COPY/UNLOAD). Both use the same IAM Identity Center identity.
  • The Amazon Redshift managed application IAM role must include sts:SetContext in its trust policy and have both Lake Formation/Glue and S3 Access Grants permissions.
  • Cross-account setup requires AWS RAM resource sharing for S3 Access Grants and proper IAM Identity Center application configuration in the analytics account.
  • Scoped vs object-level permissions in Amazon Redshift. When granting permissions with GRANT ... FOR TABLES IN SCHEMA, use REVOKE ... FOR TABLES IN SCHEMA to remove them. The REVOKE ... ON ALL TABLES IN SCHEMA syntax only removes object-level permissions, not scoped permissions.
  • The Lake Formation data access role for S3 Tables requires sts:SetContext in its trust policy (for TIP) and s3tables:* permissions on the table bucket resources.
  • AWSServiceRoleForRedshift must be a Read-Only Admin in Lake Formation for Amazon Redshift Query Editor V2 to display external databases from s3tablescatalog.
  • Federated catalog CatalogId format. When using CLI commands for S3 Tables resources in Lake Formation, use the full path format: <ACCOUNT_ID>:s3tablescatalog/<TABLE_BUCKET_NAME>. Using the account ID alone returns empty results.

Clean up

To avoid ongoing charges, clean up the resources created in this post:

  • Delete the S3 table bucket (delete tables → namespaces → bucket using aws s3tables CLI commands).
  • Deregister the S3 Tables resource from Lake Formation (aws lakeformation deregister-resource --resource-arn "arn:aws:s3tables:<REGION>:<ACCOUNT_ID>:bucket/*").
  • Delete s3tablescatalog from Glue (aws glue delete-catalog --catalog-id "s3tablescatalog").
  • Delete the LFAccessRole-S3Tables IAM role and associated policies.
  • Delete the S3 Access Grants instance and grants in us-west-2.
  • Delete the S3 bucket used for UNLOAD/COPY in us-west-2.
  • Delete the iamidcs3accessgrant IAM role and associated policies.
  • Deregister the S3 data location from Lake Formation.
  • Delete the Lake Formation IAM Identity Center integration.
  • Delete the Amazon Redshift cluster in us-west-2 if you created one for testing.
  • Remove us-west-2 from IAM Identity Center Multi-Region (if no longer needed).
  • Schedule deletion of the AWS KMS replica key in us-west-2 (minimum 7-day waiting period).

Conclusion

In this post, we extended the Amazon Redshift and S3 Access Grants integration to a multi-Region setup using IAM Identity Center Multi-Region replication. We demonstrated two complementary data access patterns: SELECT through Lake Formation for fine-grained access control on S3 Tables data, and UNLOAD/COPY through S3 Access Grants for direct Amazon S3 access. Both patterns use the same IAM Identity Center identity for access control. We also showed how to set up a customer-managed multi-Region AWS KMS key, enable IAM Identity Center in an additional Region, configure Amazon S3 Tables with Lake Formation for identity-based access control using Trusted Identity Propagation, and replicate the complete S3 Access Grants setup in a different Region and account.

With this approach, AnyCompany Global’s analysts authenticate once and access data in any enabled Region while Lake Formation and S3 Access Grants enforce per-user, per-group access policies.

For additional guidance, refer to the following resources:


About the authors

Maneesh Sharma

Maneesh Sharma

Maneesh is a Sr. Specialist Solutions Architect in Analytics at AWS, bringing more than 15 years of hands-on experience in designing and implementing large-scale data warehouse and analytics solutions. He collaborates closely with customers to help them build scalable, high-performance analytical data platforms.

Rohit Vashishtha

Rohit Vashishtha

Rohit is a Senior Analytics Specialist Solutions Architect at AWS based in Dallas, Texas. He has two decades of experience architecting, building, leading, and maintaining big data platforms. Rohit helps customers modernize their analytic workloads using the breadth of AWS services and ensures that customers get the best price/performance with utmost security and data governance.

Srividya Parthasarathy

Srividya Parthasarathy

Srividya is a Senior Big Data Architect with Amazon SageMaker Lakehouse. She works with the product team and customers to build robust features and solutions for their analytical data platform. She enjoys building data mesh solutions and sharing them with the community.

Sandeep Adwankar

Sandeep Adwankar

Sandeep is a Senior Product Manager with Amazon SageMaker Lakehouse. Based in the California Bay Area, he works with customers around the globe to translate business and technical requirements into products that help customers improve how they manage, secure, and access data.

Why tombola chose Graviton-powered RG instances for Amazon Redshift

Post Syndicated from Prabhu Pandian original https://aws.amazon.com/blogs/big-data/why-tombola-chose-graviton-powered-rg-instances-for-amazon-redshift/

Part of Flutter Entertainment, the world’s largest online sports betting and iGaming operator, tombola is the world’s biggest online bingo community and has been using Amazon Redshift to run its data analytics workloads. Founded in Sunderland, UK, the company traces its roots to the 1950s, when it began printing bingo tickets during the golden age of the game. tombola launched online in 2006 and has since expanded to Italy, Spain, Denmark, and Sweden. The company builds all of its games in-house, holds the most prestigious Safer Gambling award, and recently partnered with Flutter sibling brand Sisal to bring its bingo application to Italian players.

In this post, you learn how tombola followed a strict engineering principle: no changes to production without evidence. That meant a head-to-head comparison of RA3 versus RG on their actual workload. You also see benchmark results on Amazon S3 Tables and the migration from RA3 to RG instances.

Current data architecture

Amazon Redshift sits at the center of tombola’s data architecture. The production cluster runs on RA3 nodes and serves multiple schemas with hundreds of tables, supporting every analytical workload the business runs, from sub-second application lookups to multi-minute extract, transform, load (ETL) transforms. What makes tombola’s Amazon Redshift workload distinctive is the breadth of what flows through it. Amazon Managed Workflows for Apache Airflow (Amazon MWAA) DAGs orchestrate pipelines across over 14 business domains, including segmentation, fraud detection, marketing, finance, and SafePlay responsible-gaming. Configuration-driven ingestion pipelines land data from SQL Server, Amazon DynamoDB, Amazon OpenSearch Service, Postgres, and external APIs into Bronze and Silver layers on Amazon Simple Storage Service (Amazon S3), before loading it into Amazon Redshift. From there, over 250 dbt models running on Amazon Elastic Container Service (Amazon ECS) transform the data into analytical gold layers. Outputs feed multiple downstream consumers: Amazon SageMaker for fraud scoring and churn prediction, Amazon DynamoDB for low-latency APIs, and region-specific pipelines spanning the UK, Italy, Spain, Denmark, and Sweden. As the application grew, with more domains, more DAGs, and more concurrent users, the team began evaluating ways to reduce steady-state query latency and lower compute cost without rearchitecting the system. When AWS made Graviton-powered RG nodes available for Amazon Redshift, the timing was right.

Benchmark performance results

The benchmark infrastructure was fully defined as infrastructure as code (IaC), making sure every test run was reproducible. The team deployed two test benchmark clusters (one RA3 and one RG) in a like-for-like configuration. They mirrored the settings (Amazon Virtual Private Cloud (Amazon VPC), security groups, AWS Key Management Service (AWS KMS), AWS Identity and Access Management (IAM) roles, and parameter groups) from the production environment to remove configuration drift. The benchmark runner was containerized as an Amazon ECS task (python:3.11-slim-bookworm ARM64 base), providing repeatable, isolated execution for each test round. Benchmark workloads were selected by analyzing production cluster logs and metrics, then classified into three tiers:

  • Heavy: ETL queries with multi-table CTE chains, full-table scans, and aggregation windows.
  • Medium: Business intelligence (BI) queries driving reporting and analytics dashboards.
  • Light: Application queries with sub-second response times.

Architecture

Scenarios tested

To validate the performance of Graviton-powered RG instances against the existing RA3 nodes, tombola designed four benchmark scenarios that progressively increase in complexity and realism. Together, these scenarios provide a comprehensive view of performance from isolated query execution through to sustained, real-world analytical workloads.

Scenario 01: Cold-cache, single-stream execution. This scenario isolates raw compute performance by running queries against a cold cache in a single stream, avoiding caching and concurrency as variables.

Per-query speedups ranged from 1.05× (light lookup queries) to 1.68× (heavy ETL transforms). Zero errors on both clusters (28 attempts each).

Weight Class RA3 p50 (ms) RG p50 (ms) Speedup
Heavy (ETL) 210,372 133,855 1.57×
Medium (BI) 2,193 1,642 1.34×
Light (App) 3.20 2.76 1.16×

The following chart shows per-query speedup ratios for the cold-cache scenario. Heavy ETL queries (left) show the largest gains, with speedups of 1.57–1.68×, and lighter queries still benefit at 1.05–1.16×. The pattern is consistent: RG’s advantage scales with query complexity.

Scenario 02: Warm-cache, single-stream execution. This scenario repeats Scenario 01 with the result cache enabled to confirm that RG maintains its latency advantage even when cached results are in play.

Per-query speedups ranged from 1.04× to 1.64×. Zero errors on both clusters (35 attempts each).

Weight Class RA3 p50 (ms) RG p50 (ms) Speedup
Heavy (ETL) 93,636 61,691 1.52×
Medium (BI) 2,189 1,584 1.38×
Light (App) 3.08 2.58 1.19×

With result caching enabled, the speedup pattern holds for non-cached queries. Cache hits on both clusters land in 118–185 ms, confirming the caching subsystem operates identically regardless of node type. The RG advantage appears exclusively on execution paths that bypass the cache.

Scenario 03: Concurrency sweep. This scenario introduces parallel load by sweeping through 1, 5, 10, and 20 concurrent streams, testing how each node type handles contention and queuing under pressure.

Both clusters used the same Concurrency Scaling configuration (max_concurrency_scaling_clusters=1, WLM-only). RG completed 482 more queries in the same wall-clock window.

Metric RA3 RG Improvement
Total queries completed 1,438 1,920 +33% throughput
Light p50 (ms) 3.44 3.04 1.13×
Medium p50 (ms) 20,784 15,055 1.38×
Errors 0 0 —

Under increasing parallel load (1, 5, 10, and 20 concurrent streams), RG maintained lower latencies and completed 33 percent more queries in the same wall-clock window. Both clusters used the same Concurrency Scaling configuration, so the throughput difference is attributable to per-node compute efficiency.

Scenario 04: Mixed realistic workload. This scenario combines the previous elements into a mixed realistic workload, running 10 streams simultaneously for 30 minutes with a weighted distribution of heavy, medium, and light queries to simulate actual production conditions.

This scenario best simulates production. The headline finding: heavy ETL queries saw speedups of up to 2.27× under concurrent load, and RG completed 46 percent more total queries in the same 30-minute window. Zero errors on both clusters.

Metric RA3 RG Improvement
Total queries completed 405 593 +46% throughput
Heavy p50 (ms) 1,186,572 642,294 1.85×
Medium p50 (ms) 2,319 1,631 1.42×
Light p50 (ms) 3.12 2.90 1.08×
Errors 0 0 —

The mixed-realistic scenario best simulates production. Under 10 concurrent streams over 30 minutes, heavy ETL queries showed speedups of up to 2.27×. RG’s per-vCPU throughput advantage compounds under contention, exactly the condition where production clusters spend most of their time.

Extended benchmark: Amazon S3 Tables (Iceberg) performance

tombola’s future data architecture will integrate with agents and revolves around Apache Iceberg, backed by Amazon S3 Tables. Amazon S3 Tables offer Amazon S3 storage that is specifically tuned for analytics, with built-in capabilities that keep making queries faster and helping lower storage costs for table data. They’re purpose-built to hold tabular datasets, such as daily purchase logs, streaming sensor readings, or ad impression events. In this model, data is organized into rows and columns, similar to how information is structured in a traditional database table. With that direction in mind, tombola also benchmarked Graviton’s performance querying Iceberg tables directly. The dataset includes player profiles, game session history, and geolocation data: a mix of wide tables and high-cardinality columns that stress both compute and I/O.

To evaluate performance across different scenarios, tombola generated queries at varying levels of complexity. Medium queries involve standard analytical functions like ranking and aggregation, and Medium-High queries introduce multi-step transformations with joins and cumulative calculations. At the High tier, queries combine distinct counting, conditional pivoting, and time-window aggregations. Very High queries are the most demanding: self-joins across the full dataset, multi-signal scoring logic, and advanced statistical functions. This tiered approach captures how each node type performs as computational demands increase.

As with the previous benchmarks, the team kept the test as comparable as possible: a true like-for-like evaluation between RG (powered by Graviton) and RA3 nodes of equivalent size.

Testing was split into two phases:

Phase 1: Concurrency. All queries were submitted simultaneously to measure how well each node type handles concurrent workloads. The goal was to understand throughput differences: how much more work RG nodes can push through under pressure compared to similarly sized RA3 nodes.

All queries were run simultaneously across multiple rounds:

Grouped bar chart showing total execution time across 3 rounds for RA3 vs Graviton

Phase 2: Sequential execution. Each query was run in isolation with full compute resources available. This removed concurrency as a variable and gave a clean read on raw query performance. The results were clear: RG outperformed RA3 across multiple query types, showing consistent gains when given dedicated compute.

In sequential execution, Graviton (RG) delivered consistent performance gains across all query complexity levels: Medium-complexity queries ran 45–73 percent faster (average 58 percent), Medium-High queries improved by 42 percent, High-complexity queries achieved 57–66 percent faster execution (average 62 percent), and Very High-complexity queries saw gains of 60–67 percent (average 63 percent). The results demonstrate that RG’s advantage scales with workload complexity, delivering the largest improvements on the most demanding analytical queries.

tombola’s modernization approach

tombola is modernizing its Amazon Redshift cluster using the Elastic Resize path to change from RA3 to RG node types. The operation snapshots the existing cluster, provisions a new RG cluster from that snapshot, and transfers data in the background. During this transfer period, the source cluster remains available in read-only mode. When the resize nears completion, Amazon Redshift automatically updates the endpoint to point to the new RG cluster and drops connections to the source. The team chose this approach because it aligns with their engineering principle of evidence-based changes: no production cutover without proof. The benchmark results, with zero errors across all scenarios against production-representative workloads, provided the confidence needed to proceed. After the resize is complete, the external tables, schemas, and query syntax remain unchanged. With RG’s integrated data lake query engine, tombola also removes its dependency on Amazon Redshift Spectrum. Data lake queries now run directly on cluster nodes within the Amazon VPC boundary, using existing IAM roles, with zero per-TB scanning charges.

Conclusion

The benchmark results make a compelling case for migrating tombola’s Amazon Redshift infrastructure from RA3 (Intel Xeon) to RG (Graviton4) instances. Across every scenario tested, RG delivered significant and consistent performance gains:

  • Cold-cache performance: 1.57× faster on heavy ETL queries, with per-query speedups up to 1.68×.
  • Warm-cache performance: 1.52× faster on heavy workloads, maintaining advantage even with result caching enabled.
  • Concurrency: 33 percent higher throughput under parallel load, with RG sustaining lower latencies as streams increased from 1 to 20.
  • Mixed realistic workload: 1.85× faster on heavy ETL queries and 46 percent more total queries completed, the scenario closest to production traffic patterns.
  • Amazon S3 Tables (Iceberg): Up to 51 percent faster under concurrent load and 57 percent faster in sequential execution, critical for tombola’s future lakehouse architecture.

Beyond raw performance, RG delivers architectural benefits that align with tombola’s strategic direction. The integrated data lake query engine removes Amazon Redshift Spectrum overhead and per-TB scan charges. The 4:3 node mapping (4 ra3.4xlarge nodes to 3 rg.4xlarge nodes) reduces infrastructure costs by 25 percent.

Based on these results, tombola are modernizing their production Amazon Redshift cluster to Graviton4-based RG instances. The work has already started and similar results as above are noticed.  The existing RA3 features, including concurrency scaling, data sharing, and system views, are fully supported on RG. This positions tombola to handle growing data volumes and user concurrency with better performance, greater cost efficiency, and a predictable pricing model as the application scales.

The results and benefits described in this post are specific to tombola’s workload and environment. Although Amazon Redshift RG instances powered by AWS Graviton4 processors can deliver significant performance improvements, actual results will vary based on factors including workload characteristics, data volumes, cluster configuration, and query complexity. We encourage you to evaluate RG instances with your own workloads to determine the benefits for your environment. To learn more, visit the Amazon Redshift marketing page and the Amazon Redshift documentation, or get started in the Amazon Redshift console.


About the authors

Prabhu Pandian

Prabhu Pandian

Prabhu has over 15 years of experience spanning data engineering, business intelligence, and data analytics. He has built a career on turning complex data challenges into actionable insights across industries including retail, healthcare, logistics, iGaming, and the public sector. He has led high-performing teams at organisations architecting data warehouses, building ETL pipelines processing tens of millions of records daily, and delivering analytics. Currently, as the Data Engineering Lead at tombola, he is focused on harnessing the power of AWS services to build scalable, optimised data platforms that drive real business value. He is passionate about engineering data infrastructure that is not just robust and efficient, but one that empowers teams to make faster, smarter decisions.

Akshay Srinivasan

Akshay Srinivasan

Akshay is a Data Engineer at tombola, where he runs the Data Platform & Reliability pod, shaping the architecture, scalability, and resilience of the company’s core data infrastructure across batch, streaming, and machine learning workloads. He favors open source tooling and composable AWS services, building platforms designed to be flexible and operationally sustainable. Over the past eight years he has built data platforms from the ground up across fintech, gaming, and enterprise environments, standing up greenfield infrastructure, automating complex operational workflows, and engineering systems in domains where data reliability directly affects regulatory and business outcomes. Having worked with Amazon Redshift since 2017, he has seen its evolution first-hand, from early node types through to the modern lakehouse capabilities the platform offers today.

Sidhanth Muralidhar

Sidhanth Muralidhar

Sidhanth is a Principal Technical Account Manager at AWS, where he partners with enterprise customers to design, scale, and optimize cloud-focused systems. He specializes in guiding organizations through complex architectural decisions across cost efficiency, reliability, performance, and operational excellence. His work increasingly sits at the intersection of data systems and AI as well, helping customers operationalize modern data architectures and build intelligent, production-ready systems.

Vlad Siniavin

Vlad Siniavin

Vlad is a Sr. Technical Account Manager at AWS with over 15 years of experience in building innovative solutions, products and services. He is driven by delivering measurable outcomes for his customers – whether that’s reducing operational risk, optimising costs, or accelerating cloud adoption. He believes the best technical guidance starts with deeply understanding what matters most to the customer and acting in their best interest.

Modernizing financial analytics with Amazon SageMaker Unified Studio

Post Syndicated from Umang Aggarwal original https://aws.amazon.com/blogs/architecture/modernizing-financial-analytics-with-amazon-sagemaker-unified-studio/

Avanse Financial Services is one of India’s leading education loan providers. Their Data Engineering Team had built a data lake on AWS using Amazon Simple Storage Service (Amazon S3), Amazon Athena, and AWS Glue for data ingestion and processing. However, their analytics and reporting layer ran on an external analytics application that wasn’t integrated with AWS. Data had to be copied from Amazon S3 into this external application before analysts could run any report, its license consumed a significant portion of their budget despite low utilization, and every integration with AWS services required custom-built pipelines.

After evaluating their options, Avanse migrated to a cloud-native lakehouse architecture using Amazon SageMaker Unified Studio, which unified their data engineering, analytics, and artificial intelligence (AI) workflows in a single governed environment on AWS. In this post, we walk through their migration journey so you can adapt their approach to your own environment.

Why Avanse chose to modernize

The separation between their AWS data lake and their external analytics application created five problems:

  1. Daily data synchronization bottleneck. Every report required a 4-hour batch copy from Amazon S3 into the external analytics application before analysts could query it. Business decisions were based on data that was at least a day old.
  2. Fixed licensing costs disconnected from usage. The external analytics application charged an annual fee regardless of how many queries analysts ran. Avanse needed usage-based pricing that matched what they actually consumed, not a fixed fee for capacity they weren’t using.
  3. Limited auditability. The external analytics application ran on a shared server where different business units (risk, collections, portfolio management) shared the same resources. It lacked granular audit trails, making it difficult to trace who accessed what data and when, or to allocate costs per team.
  4. No centralized data discovery. Although AWS Glue Data Catalog managed schema metadata for the data lake, the external analytics application couldn’t access it. Analysts working in that application relied on folder structures and manual documentation to find the right datasets, slowing onboarding and increasing the risk of using outdated data.
  5. Disconnected from AWS services. The external analytics application couldn’t query data in Amazon S3 or use AWS Glue catalogs natively. Every data flow required connectors and custom-built pipelines, adding maintenance overhead.

Additionally, some datasets were stored on Network File System (NFS) storage outside of Amazon S3, creating another data silo that needed to be consolidated.

Avanse chose Amazon SageMaker Unified Studio because it addressed all five challenges: direct querying of data in Amazon S3 avoiding synchronization, usage-based compute through Amazon Athena and Amazon EMR Serverless, project-based isolation with per-project billing, lineage tracking with AWS IAM Identity Center, and native integration with their existing AWS services.

Solution overview

The core architectural change was moving from a two-application model to a single integrated stack:

Previous architecture
Avanse’s data ingestion and processing ran on AWS (Amazon S3, AWS Glue, Athena), but analytics and reporting ran on an external analytics application. Data had to be batch-copied from Amazon S3 into this external application daily before analysts could query it. Each system had its own access controls, and there was no shared catalog or lineage tracking between them.
New architecture
Analytics now run directly against data in Amazon S3 through Amazon SageMaker Unified Studio. There’s no data copy step. Analysts query the same data that the ingestion pipelines produce, using Athena for SQL and EMR Serverless for large-scale processing. Governance, access control, and lineage are centralized through IAM Identity Center and SageMaker Catalog.

The following diagram illustrates the target architecture. It follows a lakehouse pattern, storing data in open formats on Amazon S3 while maintaining ACID transaction support for the consistency financial regulators expect.

Three-layer lakehouse architecture for Avanse on AWS, showing the data layer with Amazon S3 and AWS Glue Data Catalog, the compute layer with Amazon SageMaker Unified Studio, AWS Glue ETL, AWS Lambda, Amazon EMR Serverless, Amazon SageMaker AI, and Amazon Bedrock, and the governance layer with AWS IAM Identity Center, SageMaker Catalog, and Amazon DataZone

The architecture has three layers:

  1. Data layer – Amazon S3 stores data in open formats (Parquet, Delta Lake) with S3 Intelligent-Tiering for automatic cost optimization. AWS Glue Data Catalog maintains schema metadata, making data discoverable across tools.
  2. Compute layer – Amazon SageMaker Unified Studio provides project-based workspaces organized by business function. Collections uses the built-in SQL Query Editor powered by Athena, Risk Reporting uses JupyterLab for interactive analysis, and MIS runs large-scale Spark jobs through Amazon EMR Serverless. AWS Glue ETL handles data transformations and AWS Lambda provides event-driven triggers for report generation. For machine learning (ML) workloads, Amazon SageMaker AI supports model training and deployment, with Amazon Bedrock available for generative AI capabilities such as enhancing risk narratives.
  3. Governance layer – IAM Identity Center provides SSO and audit logging across workspaces. SageMaker Catalog serves as the business glossary with data lineage tracking and access controls. Amazon DataZone connects components through a common metadata layer.

Migration journey

Avanse followed a five-phase approach. The timelines can be adapted to your environment, but the systematic progression from validation through production deployment is key.

Phase 1: Technical validation (72-hour workshop)

Avanse started with a focused 72-hour workshop using isolated SageMaker environments where developers could experiment without impacting production. Their team tested SQL analytics against existing Athena tables and validated that Python and PySpark could replicate their existing analytics workflows.

The team confirmed that querying data directly in Amazon S3 addressed their synchronization bottleneck entirely. The 4-hour daily data copy was no longer necessary, which validated the migration approach.

Phase 2: Data migration and storage optimization

Avanse migrated datasets from NFS storage and legacy analytics formats into Amazon S3, consolidating the data into a single location. They implemented S3 Intelligent-Tiering, which automatically moves data between access tiers based on usage patterns, optimizing costs without impacting retrieval performance.

They replaced legacy analytics connectors with native Athena workgroups within SageMaker Unified Studio, avoiding data synchronization entirely. Source data remained in Amazon S3, queryable by both Athena SQL and SageMaker notebooks, establishing a single source of truth.

Phase 3: Compute modernization

Avanse moved from a shared analytics server to project-based isolation in SageMaker Unified Studio. Each business function (Risk Reporting, Collections, MIS) received its own project with dedicated compute spaces running JupyterLab. Project-specific IAM execution roles provided access controls and cost allocation per business unit.

A single browser-based URL with multi-factor authentication (MFA) now provides access to SQL analytics using the built-in query editor, ML development in JupyterLab notebooks, and big data processing through Amazon EMR Serverless. This replaced the need for local analytics client installations.

Phase 4: Governance implementation

Avanse deployed SageMaker Catalog as their central business data catalog. Analysts now discover approved datasets through semantic search rather than navigating folder structures or relying on manual documentation. They mapped technical Athena table names to business terms. For example, analysts search for “collection efficiency” and find the relevant tables with descriptions, schemas, and lineage.

Lineage capture traces each metric in risk reports back to source tables, transformations, and intermediate datasets. Every action (notebook execution, SQL query, data access) is tied to IAM Identity Center users, creating the comprehensive audit trail their compliance team needed.

Phase 5: Use case migration

Rather than attempting a big-bang migration, Avanse moved critical workflows one at a time:

Portfolio MIS (Monthly/Fortnightly)
Previously required the daily 4-hour data copy from Amazon S3 into the external analytics application before report generation could begin. Avanse avoided the data synchronization step entirely and now generates MIS reports by querying existing Athena tables directly in Amazon S3. Because the source data was already on AWS, there was no need to involve the external application for this activity. Report generation dropped from hours to under 30 minutes.
Collection Efficiency and Bounce Calculation
Ported complex legacy analytics procedures for calculating metrics like collection efficiency and bounce rates to event-driven processing using AWS Glue ETL, AWS Lambda, and PySpark jobs for high-volume data aggregation. The serverless execution model charges only for compute time consumed.
EDW Risk Reporting
Large-scale regulatory joins of Enterprise Data Warehouse assets previously ran as legacy scheduled procedures. These now run as SQL queries in the SageMaker Unified Studio query editor, where analysts execute them on-demand or schedule them through Athena workgroups. The distributed query engine handles complex multi-table joins spanning millions of rows.
Scorecard Generation
Model building shifted from the external analytics application to SageMaker AI workflows. Data scientists use JupyterLab with Python libraries and deploy models directly to SageMaker endpoints, avoiding data movement between separate environments.

Overcoming technical challenges

One technical challenge was code migration. Avanse’s analytics code base contained years of accumulated proprietary scripts and procedures. Direct line-by-line translation was not practical. Instead, they took a pragmatic approach: basic data transformations moved to SQL in Athena, complex business logic was rewritten in PySpark for scalability, and statistical procedures were replaced with Python libraries like pandas and scikit-learn. The approach was to focus on what the code accomplishes, then implement it using cloud-native patterns.

The other technical challenge was performance validation. The team needed to confirm that querying data in Amazon S3 would deliver acceptable performance compared to the external analytics application’s in-memory processing. Queries against Parquet-formatted data in Amazon S3 using Athena delivered comparable performance for standard reporting workloads, while avoiding the 4-hour daily data synchronization step entirely. For large-scale regulatory joins spanning millions of rows, Amazon EMR Serverless provided distributed Spark processing that completed in minutes rather than the hours required in the external application.

Key outcomes

Area Result
Licensing costs Avoided external analytics application fees entirely
Storage costs Reduced through S3 Intelligent-Tiering, which automatically moves data between access tiers based on usage patterns
Report generation From over 4 hours (including data synchronization from Amazon S3 to the external analytics application) to under 30 minutes with direct Amazon S3 querying
Compliance audits From weeks of manual investigation to days with automated lineage reports
Compute costs Usage-based serverless model replaced always-on external analytics infrastructure
Collaboration Unified browser-based environment for data scientists, analysts, and engineers

“By adopting SageMaker Unified Studio, we as the Data Team eliminated legacy licensing costs, reduced storage and compute expenses with a serverless, usage-based model, and accelerated our periodic report generation. At the same time, we transformed compliance and collaboration by cutting audit timelines while unifying our teams in a single, efficient data environment.” – Komal Thakkar, AVP – Lead, Data Engineering, Avanse Financial Services

Best practices

Based on their experience, Avanse recommends:

  • Start with a workshop. Validate your specific use cases in a 72-hour technical validation before committing to full migration.
  • Migrate use cases, not code. Focus on what your analytics accomplish, then implement using cloud-native patterns rather than translating legacy scripts line by line.
  • Invest in governance early. Implement the data catalog and lineage tracking from day one.
  • Embrace project-based isolation. Organize around business functions for clear cost allocation and security boundaries.
  • Document business logic. Use migration as an opportunity to capture undocumented knowledge in the business glossary and dataset descriptions.

Conclusion

Avanse’s migration from an external analytics application to Amazon SageMaker Unified Studio consolidated their analytics stack into a single integrated environment on AWS. By querying data directly in Amazon S3 instead of copying it into the external application, they alleviated their biggest operational bottleneck. Project-based isolation replaced a shared server model, giving each business unit independent compute and clear cost visibility. And centralized governance through SageMaker Catalog and IAM Identity Center gave their compliance team the audit trails they had been missing.

The serverless, usage-based model means Avanse no longer pays for idle capacity. The lakehouse architecture supports new analytics patterns as they emerge, and native integration with AWS services, including generative AI through Amazon Bedrock, positions them to adopt new capabilities as their needs evolve.

Next steps

Start your analytics modernization journey by scheduling a 72-hour technical validation workshop. Contact your AWS account team to discuss your migration approach.

For more information, see:

Modernize Amazon Redshift: RA3 to RG Migration best practices

Post Syndicated from Nita Shah original https://aws.amazon.com/blogs/big-data/modernize-amazon-redshift-ra3-to-rg-migration-best-practices/

Amazon Redshift is a fully managed, AI-powered cloud data warehouse used by tens of thousands of customers to analyze exabytes of data with industry-leading price-performance. Amazon Redshift delivers SQL analytics across your entire lakehouse in Amazon SageMaker Unified Studio, unifying data from multiple sources. Zero-ETL integrations remove complex pipelines by connecting streaming, databases, and enterprise applications for near real-time insights.

On May 12, 2026, Amazon Redshift launched Graviton-based RG instances, a new generation of provisioned nodes. RG instances deliver up to 2.2x as fast for data warehouse workloads and up to 2.4x as fast for data lake workloads, at 30 percent lower price per vCPU compared to RA3 instances. RG instances support all data lake formats supported by RA3 and remove the per-TB scanning charges for Amazon Redshift Spectrum.

In this post, you learn how to migrate Amazon Redshift RA3 clusters to Graviton-based RG instances. We compare the Elastic Resize, Classic Resize, and Snapshot/Restore migration strategies, with key considerations and best practices to support a smooth migration. We also provide mapping guidance from RA3 to RG to help you right-size your cluster.

Who should migrate to RG?

We recommend that all RA3 customers plan their migration to RG to maximize price-performance. RG is designed to deliver improved performance for both compute-intensive and I/O-intensive workloads compared to RA3, so regardless of your workload pattern, you might see performance improvements. Amazon Redshift Graviton RG instances maintain feature parity with prior-generation RA3 instances, so you can migrate without loss of functionality.

RG node types

The RG instance family currently has two node types available. The following table shows the RG instance types, hardware specifications, and the equivalent RA3 node types. Use these specifications to inform sizing decisions when migrating from RA3.

Node type Configuration vCPU Memory Max storage/node Node range Status RA3 equivalent
RG.xlarge Multi Node 4 32 GB 16 TB 2-32 GA (05/12/2026) Direct equivalent to RA3.xlplus.
RG.4xlarge Multi Node Only 16 128 GB 128 TB 2-64 GA (05/12/2026) 1.33x more vCPUs and memory vs RA3.4xlarge

Note: We plan to extend support for additional instance types in the future to provide an optimal price/performance fit for your Amazon Redshift workloads.

For more details on instance types, see the Amazon Redshift documentation.

RA3 to RG node mapping

Current Node Type Node Range Recommended RG Type Recommended RG Node Count
RA3.xlplus 1-32 RG.xlarge 1:1 mapping (same #node count)
RA3.4xlarge 2 RG.4xlarge 2 RG.4xl nodes for 2 nodes of RA3.4xl
RA3.4xlarge 3-64 RG.4xlarge 3 RG nodes per 4 RA3.4xl nodes (round up to nearest even)

Note: These are starting recommendations. Depending on your specific workloads, you might need to adjust the target RG node configurations. We recommend testing your workload in a lower environment and validating performance before committing to a target configuration. To test a full production workload, you can also use the Amazon Redshift Test Drive utility.

Mapping consideration: Within the RG family, 1 node of RG.4xlarge equals 4 nodes of RG.xlarge.

Choosing between RG node types: When sizing your Amazon Redshift cluster, a key decision is whether to use fewer large nodes or a greater number of smaller nodes. The key differentiator between RG node types is local SSD cache capacity. Larger nodes provide more local cache per node, which reduces the need to fetch data from managed storage and improves performance for I/O-intensive queries.

Consider larger node types when your workload involves:

  • Significant disk spill – complex queries with large intermediate result sets that exceed available memory.
  • Leader node-heavy processing – high numbers of concurrent client connections, complex query compilation with many joins and subqueries, or heavy final-stage aggregation.
  • Large volumes of frequently accessed data – hot datasets that benefit from local SSD cache to minimize fetches from managed storage.
  • Large result sets – queries returning substantial data volumes back to the client application.
  • Frequent metadata operations – workloads with high catalog lookup activity or CURSOR-based fetches with many small batches.

Prerequisites

You must have the following prerequisites to follow along with this post.

  • An existing Amazon Redshift cluster running RA3 node types.
  • AWS Identity and Access Management (IAM) permissions to perform resize operations (redshift:ResizeCluster, redshift:DescribeClusters).
  • AWS Command Line Interface (AWS CLI) installed and configured (for AWS CLI-based migration).
  • A recent manual snapshot (no more than 10 hours old) if you plan to use Classic Resize.
  • Sufficient storage capacity in the target RG configuration for your existing data.

Migration approach

The following diagram compares the three migration approaches.

Three migration approaches: Elastic Resize, Classic Resize, and Snapshot/Restore, showing trade-offs in downtime, write availability, and supported target configurations

Elastic Resize is the recommended method for performing the node upgrade when the target RG node configuration falls within the supported bounds of Elastic Resize. You can use it to change the node type (for example, from RA3 to RG) and to add or remove nodes from an Amazon Redshift cluster.

When an Elastic Resize is performed, Amazon Redshift first creates a snapshot of the source cluster. A new target cluster is provisioned with the latest data from the snapshot, and data is transferred to the new cluster in the background. During this period, data is read-only. When the resize nears completion, Amazon Redshift updates the endpoint to point to the new cluster and drops all connections to the source cluster. Although unlikely, in case of a failure, rollback happens automatically in most cases without manual intervention.

Advantages

  1. Typically completes quickly, taking approximately 10–15 minutes on average. We recommend it as your first option.
  2. Minimal downtime, because the cluster remains in a read-only state during the resize operation.
  3. Cluster endpoint remains the same, so no connection string changes are required.
  4. Can be run on demand or scheduled during a maintenance window.

Considerations

  1. When performing an Elastic Resize to change the node type on a producer cluster, data sharing is unavailable while connections are dropped and transferred to the new target cluster.
  2. Verify that your target node configuration has enough storage for your existing data.
  3. Not all target configurations are available under Elastic Resize. Consider Classic Resize or Snapshot/Restore in those cases.
  4. An Elastic Resize operation can’t be canceled after it’s initiated.
  5. Data slices remain unchanged. This can potentially cause some data or CPU skew.

You can use either the AWS Management Console or the AWS CLI to initiate an Elastic Resize.

To resize a cluster using the console, follow these steps

  1. Sign in to the AWS Management Console.
  2. Open the Amazon Redshift console at https://console.aws.amazon.com/redshiftv2/.
  3. On the left navigation menu, choose Provisioned clusters.
  4. Choose the cluster to resize.
  5. For Actions, choose Resize. The Resize cluster page appears.
  6. On the Resize cluster page, select the resize type: Elastic resize (recommended).Resize cluster console showing Elastic resize selected as the resize type
  7. Under New configuration, select the node type (for example, rg.4xlarge).
  8. Enter the number of nodes.
  9. Depending on your choices, choose Resize now or Schedule resize.

To resize a cluster using the AWS CLI, follow these steps

# Initiate an Elastic Resize to upgrade from RA3 to RG node type
aws redshift resize-cluster \
    --cluster-identifier <my-RA3-cluster> \  # Source cluster ID
    --node-type rg.4xlarge \                 # Target RG node type
    --number-of-nodes <#nodes> \             # Target node count
    --no-classic                            # false = Elastic Resize

2. Classic Resize

Classic Resize is recommended when the change in cluster size or node type isn’t supported by Elastic Resize. It’s also required for single-node to multi-node conversions.

When you perform a Classic Resize, Amazon Redshift creates a target cluster and migrates your data and metadata from the source cluster using a backup and restore operation. This makes sure that all data, including database schemas and user configurations, is accurately transferred. The source cluster restarts initially and is unavailable for a few minutes. After that, the cluster becomes available for read and write operations while the resize continues in the background.

Enhanced Classic Resize comprises two stages:

  1. Stage 1 (critical path): Migrating the metadata from the source cluster to the target cluster. During this stage, the source cluster is in read-only mode. This is typically a very short duration. The cluster is then made available for read and write queries. All tables with KEY distribution style are temporarily stored with EVEN distribution and are redistributed to KEY style in Stage 2.
  2. Stage 2 (off critical path): Redistributing the data per the previous distribution style. This runs in the background. Duration depends on data volume, cluster workload, and node type.

For additional details, see Accelerate resizing of Amazon Redshift clusters with enhancements to classic resize.

Advantages

  1. Supports all possible target node configurations.
  2. Allows for comprehensive reconfiguration of the source cluster.
  3. Rebalances data slices to the default per node, which leads to even data distribution across nodes.

Considerations

  1. The size of the data on the source cluster must be below 2 petabytes (PB). Use the Snapshot/Restore approach for data larger than 2 PB.
  2. Before initiating, make sure a manual snapshot is available that is no more than 10 hours old. If not, take a new manual snapshot.
  3. The snapshot used to perform the Classic Resize can’t be used for a table restore or other purpose.
  4. The cluster must be in a virtual private cloud (VPC).
  5. While the resize is in progress, queries can take longer to complete. Consider enabling concurrency scaling.
  6. Drop tables that aren’t needed before performing a Classic Resize to accelerate data distribution.
  7. Classic Resize takes more time to complete than Elastic Resize.
  8. Plan and schedule the resize operation during off-peak hours or maintenance windows.

You can use either the console or the following AWS CLI command to initiate a Classic Resize.

To run a Classic Resize through the console, follow the resize instructions in the preceding section and choose Classic resize, as shown in the following screenshot.

Resize cluster console showing Classic resize selected as the resize type

Classic Resize using the AWS CLI

# Initiate Classic Resize via AWS CLI
aws redshift resize-cluster \
    --cluster-identifier <my-ra3-cluster> \  # Source cluster ID
    --node-type rg.4xlarge \                 # Target RG node type
    --number-of-nodes <#nodes> \             # Target node count
    --classic                                # true = Classic Resize

To monitor a Classic Resize of a provisioned cluster in progress, including KEY distribution, use SYS_RESTORE_STATE. It shows the percentage completed for the table being converted. You must be a superuser to access the data.

Elastic Resize vs. Classic Resize

Behavior Elastic Resize Classic Resize
System tables Elastic Resize retains system log data. Classic Resize doesn’t retain system tables and data.
Changing node types When the node type doesn’t change, Elastic Resize is an in-place resize and most queries are held. With a new node type selected, a new cluster is created and queries are dropped as the resize completes. A new cluster is created. Queries are dropped during the resize.
Session and query retention Elastic Resize retains sessions and queries when the node type is the same in the source and target. If you choose a new node type, queries are dropped. Classic Resize doesn’t retain sessions and queries. Queries are dropped, and you can expect some performance degradation. Run the resize during a period of light use.
Canceling a resize operation You can’t cancel an Elastic Resize. For a Classic Resize to an RG or RA3 cluster, you can’t cancel.

3. Snapshot, Restore, Resize

Use this method when you need near-constant write access during the migration, or when you want to validate the new RG setup without affecting the existing cluster.

Steps

  1. In the Amazon Redshift console, choose Provisioned clusters dashboard, select your source cluster, choose Actions, then choose Create manual snapshot. Specify a snapshot name and choose Create snapshot.
  2. Select your snapshot.
  3. Choose Restore from snapshot.
  4. Specify the cluster ID and configuration (target cluster).
  5. Verify that the sample data exists in the target cluster by following these steps:
    1. Connect to the target cluster using the new endpoint.
    2. Run SELECT COUNT(*) FROM <table_name> for key tables and compare counts with the source cluster.
    3. Verify that all schemas exist.
    4. Validate that user permissions were restored correctly.
  6. If you write data to the source cluster after taking the snapshot, manually copy the data to the target cluster.
  7. Update your application connection strings to use the new cluster endpoint.

Advantages

  1. Allows validation of the new RG setup without affecting the existing cluster.
  2. Offers flexibility to restore to different Regions or Availability Zones, which provides additional disaster recovery options.
  3. Minimizes the amount of time that the cluster is unavailable for write operations.

Considerations

  1. Setting up the new cluster and restoring data can take longer than Elastic Resize.
  2. Any data written to the source cluster after the snapshot must be copied manually to the target cluster.
  3. A new Amazon Redshift endpoint is created, so connection string changes are required.
  4. To keep the cluster endpoint the same, consider renaming both clusters so the new target cluster has the same name as the original source cluster.

Fallback

You can revert to RA3 at any time using any of the migration approaches described earlier.

DMS, Zero-ETL, and data sharing considerations during migration

If your Amazon Redshift cluster is an AWS Database Migration Service (AWS DMS) target, has Zero-ETL integrations, or is a data sharing producer, keep the following in mind when resizing from RA3 to RG.

AWS DMS change data capture (CDC) tasks aren’t impacted by the resize. The replication instance operates independently and resumes writing after the cluster is available. No task restart is required.

Zero-ETL tables temporarily become unavailable during the resize and enter a resync state. How long the resync takes depends on data volume. Use svv_integration_table_state to check when all tables are back to Synced. For additional details, see Zero-ETL considerations.

When you resize a producer cluster, data sharing is temporarily unavailable while connections transfer to the new cluster. This typically lasts several minutes. Consumer clusters can’t access shared data during this period. After the resize completes, data sharing resumes automatically with no reconfiguration needed. Plan a brief outage window for consumer workloads that depend on the producer being resized.

Snapshot/Restore impact on DMS, Zero-ETL, and data sharing

Zero-ETL integrations are tied to the original cluster. A restored cluster is treated as a new cluster, so replication doesn’t automatically resume. After the restore, you need to create a new Zero-ETL integration pointing to the restored cluster. It performs an initial sync to bring the data current.

AWS DMS connections are endpoint-based. A restored cluster receives a new endpoint, so AWS DMS tasks won’t automatically connect to it. After the restore, you must update the AWS DMS endpoint configuration with the new cluster address and restart the migration tasks.

Data sharing is tied to the cluster namespace. A restored cluster has a different namespace, so existing data shares don’t carry over. As a producer, you need to create new data shares and re-share them with consumer clusters. As a consumer, you lose access until the producer reestablishes the share from the new cluster.

Migration best practices

  1. Inform downstream teams before the migration. This includes data sharing consumers, Zero-ETL applications, and BI/ETL pipelines.
  2. Schedule the migration during a maintenance window to reduce impact on production.
  3. Take a manual snapshot before starting the resize. This serves as your rollback point.
  4. Test your target RG configuration with a representative workload before migrating production.
  5. Confirm that downstream applications are working after completion.

Clean up

To avoid incurring future charges, delete the RG provisioned cluster and any manual snapshots created during migration testing. Deleting a cluster permanently removes all data. Make sure you are deleting only the test cluster. Consider taking a final snapshot before deletion if you need to retain any test data.

Conclusion

In this post, we covered the migration options, considerations, and best practices for upgrading Amazon Redshift RA3 instances to Graviton-based RG instances. For more details on the performance benefits of RG, see the announcement blog post.

Start upgrading to Amazon Redshift RG instances today and take advantage of better price-performance with the guidance in this post. For architectural support or proof of concept (POC) assistance, contact AWS Support.


About the authors

Nita Shah

Nita Shah

Nita is a Sr. Analytics Specialist Solutions Architect at AWS based out of New York. She has been building enterprise data platforms, data warehousing, and analytics solutions for over 20 years and specializes in Amazon Redshift. She is focused on helping customers design and build enterprise-scale well-architected analytics and decision support platforms.

Ankit Sahu

Ankit brings over 18 years of expertise in building innovative data products and services. His diverse experience spans product strategy, go-to-market execution, and digital transformation initiatives. Currently, as Sr. Product Manager at Amazon Web Services (AWS), Ankit is driving the vision and strategy for Amazon Redshift.

Vinayaka Gangadhar

Vinayaka is an Analytics Specialist at Amazon Web Services (AWS), where he helps customers build and troubleshoot scalable data platforms and derive meaningful insights through AWS analytics services, with deep expertise in Amazon Redshift and Amazon OpenSearch. When not solving complex analytics challenges, he enjoys exploring new technologies and spending quality time with his family. LinkedIn: /vinayaka-gangadhar

Ricardo Serafim

Ricardo Serafim

Ricardo is a Senior Analytics Specialist Solutions Architect at AWS.

Unlock cost savings with incremental snapshot billing for Amazon Redshift Serverless and Amazon Redshift RG

Post Syndicated from Nidhi Nayak original https://aws.amazon.com/blogs/big-data/unlock-cost-savings-with-incremental-snapshot-billing-for-amazon-redshift-serverless-and-amazon-redshift-rg/

Amazon Redshift customers rely heavily on snapshots, which are point-in-time backups of their data, for disaster recovery, compliance retention, and data portability across AWS Regions. Amazon Redshift supports two types of snapshots: automated and manual. For provisioned clusters, automated snapshots are enabled by default and retained for up to 35 days; manual snapshots persist until you delete them. For serverless workgroups, Amazon Redshift automatically creates recovery points that are retained for 24 hours, and you can also create manual snapshots with a configurable retention period. For details on snapshot creation and backup storage pricing, you can refer to Amazon Redshift pricing for more details.

Starting June 8, 2026, Amazon Redshift is introducing an incremental snapshot billing model for Amazon Redshift Serverless and Amazon Redshift RG (provisioned instances powered by AWS Graviton). With this enhancement, you pay only for the unique data blocks across your active manual snapshots within your account. This delivers significant cost savings for customers who have multiple snapshots that contain largely identical data blocks.

In this post, you will learn how the new incremental snapshot billing model works, the customer use cases it addresses, and how it helps you optimize costs while improving your Recovery Point Objective (RPO).

Incremental snapshot billing

With this new billing model, Amazon Redshift bills manual snapshots based on unique data blocks. When you take multiple manual snapshots of the same workgroup or cluster, much of the data remains unchanged between snapshots. The billing model recognizes this overlap and charges only for the unique data blocks across your active snapshots. Data that has not changed between snapshots is counted once.

Consider a 10 TB data warehouse with three manual snapshots:

  • Snapshot 1 (Day 1): Full backup, 10 TB of unique data blocks
  • Snapshot 2 (seconds later): Nothing changed, shares data blocks with Snapshot 1, no additional charge
  • Snapshot 3 (two days later): 1 TB of new unique data blocks created from changes
  • Total billed: 11 TB of unique data blocks

Using this example, customers pay for the 10 TB of unique data blocks in Snapshot 1 plus the 1 TB of new unique data block in Snapshot 3. Snapshot 2 shares its blocks with Snapshot 1, so it adds zero cost. Hence, total 11 TB of unique data blocks are billed.

Key billing model details

With the new incremental snapshot billing model, you are charged only for the unique data blocks at the existing snapshot rates. Following are the key details of the new feature:

  • Scope: Amazon Redshift Serverless and Amazon Redshift RG instances. Amazon Redshift RA3 instances retains the current tiered S3 billing.
  • Rate: Based on the existing snapshot pricing for your Region.
  • Deduplication level: Account-level for Amazon Redshift Serverless and RG.
  • Automated snapshots: Unchanged, still available at no additional cost (35 days for Provisioned, 1 day for Serverless).
  • Existing snapshots: Automatically transition to the incremental snapshot billing model. No action required.

This model is especially valuable for customers needing backup retention beyond the automated snapshot windows available at no additional cost. Serverless customers needing backup beyond 24 hours can now take manual snapshots knowing they pay for a unique data block, making extended retention more practical and affordable.

Benefits

With the incremental snapshot billing model, customer can adopt stronger data protection strategies at optimized costs:

Compliance-driven long-term retention

Regulated industries (financial services, healthcare, government, and life sciences) must often retain backups for 90 days to 5+ years. Since this billing model charges only for unique data blocks, retention policies become significantly more affordable as snapshots accumulate.

How this feature helps: You can now maintain backup retention (90-day, 1-year, 7-year) on Amazon Redshift Serverless and RG at optimized cost. A 10 TB warehouse with 5% daily change rate retaining 90 days of daily snapshots pays for ~14.5 TB of unique data blocks total across all snapshots.

Disaster recovery with better Recovery Point and Time Objectives (RPO/ RTO)

Many customers want more frequent snapshots (hourly instead of daily) for tighter recovery objectives. Because each additional snapshot is billed only for its new unique data blocks, frequent backups are practical and affordable.

How this feature helps: You can take hourly snapshots where each one adds only ~0.2% in new unique data (assuming 5% daily change rate). More snapshots mean more recovery points and less data loss in a failure scenario, all at optimized cost.

Cross-Region disaster recovery at lower cost

Snapshots copied to another region for disaster recovery are also billed based on unique data blocks. Organizations maintaining multi-Region disaster recovery (DR) strategies pay proportionally to actual data changes, making geographic redundancy affordable.

How this feature helps: If you are running active-passive or active-active multi-Region architectures, you can copy snapshots across Regions more frequently, improving cross-Region RPO while keeping DR costs proportional to actual data changes rather than full dataset size.

Affordable extended backups

With the incremental snapshot billing model, extended manual backups are more affordable for customers, regardless of their workload size. Even retention policies (7-day, 14-day) cost proportionally to actual data changes, for enhanced data protection posture across the board.

How this feature helps: Customers no longer need to choose between data protection and budget. This billing model helps make extended retention cost effective for workloads of varying sizes.

Pricing example

For example, you have an Amazon Redshift Serverless workgroup with 10 TB of active data in US East (Ohio). You take daily manual snapshots with 7-day retention. Your data changes at 5% per day (0.5 TB/day).

Component Calculation Monthly Cost
Active data 10 TB × 1,024 GB/TB × $0.023 $235.52
Unique snapshot blocks (after deduplication) 13 TB × 1,024 GB/TB × $0.023 $306.18
Total $541.70

Because shared blocks across snapshots are counted only once. You pay for 13 TB of unique snapshot data rather than the full cumulative size of all seven daily snapshots.

Compounding savings on Amazon Redshift RG

If you are evaluating migrating from RA3 to RG, the savings stack significantly. Some of the compounding savings on RG include:

  • RG instances are priced at 30% discount as compared to RA3 instances.
  • Reserved Instances (RI) pricing is available for RG which provide further compute savings.
  • Incremental billing alleviates duplicate snapshot charges for backup storage.
  • Data lake queries are included in RG compute pricing, thereby avoiding the per-terabyte scanning charges of Amazon Redshift Spectrum.

The combined effect of these options for RG can deliver an aggregate greater than 30% cost reduction over RA3. You can lock in RI pricing on RG clusters for predictable, long-term savings on top of the incremental snapshot benefit.

Getting started

No action is required on your end. Your existing manual snapshots automatically transition to the incremental snapshot billing model on June 8, 2026.

To maximize the benefit:

  1. Review your current snapshot usage in the AWS Billing and Cost Management console.
  2. Increase snapshot frequency. More frequent snapshots now cost proportionally less since each additional snapshot only adds its unique data blocks to your bill.
  3. Extend retention policies. Compliance driven retention (90-day, 1-year, 7-year) is now significantly more affordable.
  4. Evaluate RA3 to RG migration. Consider the 30% compute savings, combined with RI eligibility during RG evaluation for migrating from RA3.
  5. Explore Serverless. The enhanced billing model makes Serverless a cost-effective option for customers who need backup retention beyond the 24-hour automated recovery point window.

Conclusion

The incremental snapshot billing model for Amazon Redshift Serverless and Amazon Redshift RG charges only for unique data blocks across your snapshots. This supports more frequent snapshots for better disaster recovery, affordable long-term compliance retention, and a compelling path to Amazon Redshift Serverless adoption. Combined with Amazon Redshift RG’s 30% compute discount and Reserved Instances, this delivers meaningful total cost savings across your entire Amazon Redshift spend.

Review your snapshot strategy today and share your feedback on AWS re:Post. For full pricing details, visit the Amazon Redshift pricing page.


About the authors

Nidhi Nayak
Nidhi is a Senior Technical Account Manager with AWS, she helps enterprise customers build scalable, high-performance cloud applications and optimize cloud operations. With over a decade of experience in Data Analytics, Nidhi currently focuses on Redshift & Generative AI integration with Redshift.

Raza Hafeez
Raza is a Senior Product Manager, Technical at Amazon Redshift. He has 15+ years of experience building and optimizing enterprise data warehouses and is passionate about making cloud analytics accessible and cost-effective for customers of all sizes.

Sushmita Barthakur
Sushmita is a Senior Data Solutions Architect at AWS, supporting Strategic customers architect their data workloads on AWS. With a background in data analytics, she has extensive experience helping customers architect and build enterprise data lakes, ETL workloads, data warehouses and data analytics solutions, both on-premises and the cloud. Sushmita is based in Florida and enjoys traveling, reading and playing tennis.

Amy Huang
Amy is a Senior Financial Analyst at AWS and a CPA with over 7 years of progressive experience across Strategic Finance, Banking, and Auditing. She specializes in pricing, financial modeling and valuation, and data-driven analysis. Outside of work, she enjoys yoga and hiking.

Query Amazon Redshift using natural language with Kiro

Post Syndicated from Hitesh Dodiya original https://aws.amazon.com/blogs/big-data/query-amazon-redshift-using-natural-language-with-kiro/

It’s Monday morning and your VP pings you: “Revenue dropped 15 percent over the weekend. What happened?” The clock starts. You open the AWS Management Console, find the right Amazon Redshift cluster, open the query editor, and start hunting. Which database has the revenue data, analytics_db or reporting_db? Is the table called orders, transactions, or sales_events? You find it, but now you need the schema. Is the amount column total_amount, revenue, or order_value? 20 minutes in, you haven’t answered the question. You’ve been navigating infrastructure.

This scenario plays out daily across data teams, and it’s why the landscape is shifting. With AI agents entering the analytics workflow, a growing number of business users can now perform complex data analysis. They no longer need to file a ticket with the data engineering team and wait days for a response. The bottleneck is no longer SQL expertise. It’s the friction between having a question and getting an answer.

The Amazon Redshift MCP server paired with Kiro removes that friction. Instead of memorizing cluster endpoints, reverse-engineering schemas, and hand-writing SQL, you describe what you need in plain text and get results. That Monday morning question becomes a single sentence: “Show me daily revenue for the past two weeks, broken down by region.” Kiro finds the cluster, discovers the schema, writes the query, and returns the answer in seconds, not minutes.

In this post, you learn how to:

  1. Install and configure Kiro with the Amazon Redshift MCP server.
  2. Discover clusters, databases, and schemas using natural language.
  3. Run analytical queries and cross-cluster comparisons conversationally.
  4. Implement security best practices for production Amazon Redshift environments.

You can use Kiro in two forms: Kiro integrated development environment (IDE), a full desktop development environment, and Kiro command line interface (CLI), which brings the same AI capabilities directly to your terminal. The Redshift MCP server works with both. The CLI experience is particularly well suited for the conversational analytics workflow this post describes, because you can start querying your data warehouse from a terminal session without opening an IDE.

Important: Before using this integration with production Amazon Redshift environments, read the Security tips section. This section covers critical considerations around AWS Identity and Access Management (IAM) permissions and Kiro autonomy modes.

What is the Amazon Redshift MCP server?

The Model Context Protocol (MCP) is an open standard that provides AI agents with secure connections to external data sources and tools. The Amazon Redshift MCP server is an open source implementation that bridges the Kiro AI agent with your Amazon Redshift infrastructure.

With the Redshift MCP server, you can:

  • Automatically find both provisioned clusters and serverless workgroups with cluster discovery.
  • Browse databases, schemas, tables, and columns with metadata exploration.
  • Run SQL in READ ONLY mode with built-in safety protections with safe query execution.
  • Work with multiple clusters and workgroups simultaneously with multi-cluster support.

The server translates your natural language requests into the appropriate Amazon Redshift Data API calls and SQL queries. No manual endpoint configuration or SQL writing is required.

How the Redshift MCP server relates to the AWS MCP server

You might have noticed that AWS also offers the AWS MCP server (part of the Agent Toolkit for AWS), which provides broad access to AWS services, including the Redshift Data API. A common question is: if the AWS MCP server can already reach Redshift, why add a dedicated Redshift MCP server?

The two are complementary, not competing. The AWS MCP server gives Kiro general AWS capabilities (service decision guides, SDK usage guidance, troubleshooting skills, and access to AWS APIs). The Redshift MCP server adds a purpose-built analytics layer on top. It provides single-call query execution (compared to a minimum of three API calls for submit, poll, and fetch), read-only safety by default, transparent provisioned and serverless cluster handling, and dedicated metadata navigation tools. Upcoming features like query plan explanation, native identity propagation, cluster analysis, and UDF discovery will further extend this specialized layer.

You can use both together, or use the Amazon Redshift MCP server on its own. There’s no either-or requirement.

Setting it up

The following sections walk you through the installation and configuration process.

Prerequisites

Before you begin, make sure that you have:

On your machine:

  • Kiro IDE or Kiro CLI installed.
  • Python 3.10 or newer.
  • The uv package manager from Astral.

On AWS:

  • AWS credentials configured through the AWS Command Line Interface (AWS CLI), environment variables, or IAM roles.
  • At least one Amazon Redshift provisioned cluster or serverless workgroup.
  • IAM permissions for Amazon Redshift access (see the following section).

Step 1: Install the uv package manager

If you don’t have uv installed, run one of the following commands.

For macOS or Linux:

curl -LsSf https://astral.sh/uv/install.sh | sh

For Windows PowerShell:

powershell -c "irm https://astral.sh/uv/install.ps1 | iex"

Then install Python 3.10 or newer if needed:

uv python install 3.10

Step 2: Configure IAM permissions

Your AWS identity needs the following permissions. Attach this policy to your IAM user or role:

{
  "Version": "2012-10-17",
  "Statement": [
    {
      "Effect": "Allow",
      "Action": [
        "redshift:DescribeClusters",
        "redshift:GetClusterCredentialsWithIAM",
        "redshift:GetClusterCredentials",
        "redshift-serverless:ListWorkgroups",
        "redshift-serverless:GetWorkgroup",
        "redshift-serverless:GetCredentials",
        "redshift-data:ExecuteStatement",
        "redshift-data:DescribeStatement",
        "redshift-data:GetStatementResult"
      ],
      "Resource": "*"
    }
  ]
}

You also need database-level permissions: SELECT on tables you want to query, USAGE on schemas you want to explore, and connection access to the target databases.

Step 3: Configure the MCP server in Kiro

Open (or create) your Kiro MCP configuration file and add the Amazon Redshift server.

For Kiro IDE:

  1. User-level configuration (applies globally): ~/.kiro/settings/mcp.json.
  2. Workspace-level configuration (applies to a specific project): .kiro/settings/mcp.json.

For Kiro CLI:

  1. User-level configuration: ~/.kiro/settings/mcp.json.
  2. Workspace-level configuration: .kiro/settings/mcp.json in your project directory.

The configuration format is the same for both. Add the following:

{
  "mcpServers": {
    "awslabs.redshift-mcp-server": {
      "command": "uvx",
      "args": ["awslabs.redshift-mcp-server@latest"],
      "env": {
        "AWS_PROFILE": "default",
        "AWS_DEFAULT_REGION": "us-east-1",
        "FASTMCP_LOG_LEVEL": "ERROR"
      },
      "disabled": false,
      "autoApprove": []
    }
  }
}

Tip: Replace AWS_PROFILE and AWS_DEFAULT_REGION with values matching your environment. If you use AWS_REGION instead of AWS_DEFAULT_REGION, AWS_REGION takes higher precedence.

Note: Windows users: use uv instead of uvx with additional args. See the Amazon Redshift MCP server documentation for the Windows-specific configuration.

Step 4: Verify the connection

In Kiro IDE, restart Kiro (or reconnect MCP servers from the MCP Server view in the Kiro feature panel). Then open the Kiro chat and enter the following prompt:

List my available Redshift clusters

If everything is configured correctly, Kiro discovers your clusters and lists them with details like cluster identifiers, status, node types, and endpoints.

Practical examples

The following scenarios show how Kiro and the Amazon Redshift MCP server work together in real-world workflows.

Tip: If you want Kiro to show the SQL that it executes alongside every result, tell it at the beginning of your session:

For every query you run against Amazon Redshift, show me the exact SQL you executed along with the results.

Kiro follows this instruction for the rest of the conversation. For a permanent setup, add this rule to a steering file (see the Tips section that follows) so you don’t need to repeat it. The following examples reflect this behavior.

Example 1: Discover and explore your infrastructure

Without Kiro: Log in to the AWS Management Console, navigate to Amazon Redshift, choose clusters, open the query editor, sign in to each database, and manually browse schemas.

With Kiro:

What Amazon Redshift clusters and serverless workgroups do I have?

Kiro responds with a structured overview:

Found two provisioned clusters and one serverless workgroup:

  • analytics-cluster (provisioned, 2x ra3.xlplus nodes, available)
  • reporting-cluster (provisioned, 4x ra3.4xlarge nodes, available)
  • etl-workgroup (serverless, available)

Then drill deeper:

What databases and schemas exist in analytics-cluster?

Kiro uses the MCP metadata tools to explore the cluster. No SQL is needed for discovery:

Database: analytics_db (local)

  • information_schema — system schema
  • pg_catalog — system schema
  • public — default schema
  • sales — user-created schema

Database: dev (local)

  • information_schema — system schema
  • pg_catalog — system schema
  • public — default schema

The only user-created schema is sales in the analytics_db database.

Show me the tables in the sales schema of the analytics database

There are five base tables in analytics_db.sales:

  1. customers
  2. order_items
  3. orders
  4. products
  5. returns
Describe the columns in the orders table
Column Type Nullable
order_id INTEGER NO
customer_id INTEGER NO
order_date TIMESTAMP NO
total_amount numeric(12,2) NO
status VARCHAR(20) YES

Each request builds on the previous context. Kiro remembers which cluster you’re exploring and navigates the hierarchy for you.

Example 2: On-demand data analysis in plain English

Without Kiro: Write SQL from scratch, guess at column names, run the query, fix syntax errors, iterate.

With Kiro:

Show me the top 10 customers by total purchase amount from the analytics-cluster,
including how many orders each customer placed

Kiro does the following:

  1. Identifies the relevant cluster and database.
  2. Explores the schema to find customer and order tables.
  3. Understands the table relationships.
  4. Generates and runs the appropriate SQL, showing you the query first.
  5. Presents the results in a readable format.

The response includes the query and results:

Query executed:

SELECT
    c.customer_id,
    c.customer_name,
    COUNT(o.order_id) AS total_orders,
    SUM(o.total_amount) AS total_spent
FROM sales.customers c
JOIN sales.orders o ON c.customer_id = o.customer_id
GROUP BY c.customer_id, c.customer_name
ORDER BY total_spent DESC
LIMIT 10;
customer_id customer_name total_orders total_spent
4821 Acme Corp 347 $1,284,500.00
1190 Globex Inc 289 $1,102,340.00
7734 Initech LLC 256 $987,210.00
… … … …

You didn’t need to remember table names, column names, or join conditions. Kiro figured it out by exploring the metadata first. You can see exactly what it ran, copy the SQL, and reuse it.

Example 3: Cross-cluster data comparison

Without Kiro: Open two SQL clients, sign in to different clusters, run similar queries, manually compare results in a spreadsheet.

With Kiro:

Compare the total sales revenue and transaction counts between
analytics-cluster and etl-workgroup for the last quarter.
Are there any discrepancies?

Kiro queries both environments, aligns the results, and provides a comparison, showing every query it runs along the way.

Query executed on analytics-cluster:

SELECT
    COUNT(*) AS total_records,
    SUM(total_amount) AS total_revenue,
    COUNT(CASE WHEN order_date >= DATE_TRUNC('quarter', CURRENT_DATE - INTERVAL '3 months')
        THEN 1 END) AS q4_transactions
FROM sales.orders;

Query executed on etl-workgroup:

SELECT
    COUNT(*) AS total_records,
    SUM(total_amount) AS total_revenue,
    COUNT(CASE WHEN order_date >= DATE_TRUNC('quarter', CURRENT_DATE - INTERVAL '3 months')
        THEN 1 END) AS q4_transactions
FROM sales.orders;

Sales data comparison: Analytics vs ETL.

Metric Analytics Cluster ETL Workgroup Status
Total Records 172,456 172,456 Match
Total Revenue $110,765,431 $110,765,431 Match
Q4 Transactions 38,061 38,061 Match

Because both queries are visible, you can verify that Kiro compared the same metrics on both sides, with no hidden assumptions.

Example 4: Schema documentation on demand

Without Kiro: Manually document table structures in a wiki or spreadsheet. Documentation frequently falls out of date.

With Kiro:

Generate documentation for the tables in the sales schema of analytics-cluster.
Include column names, data types, and notable relationships.

Kiro explores every table using the discovery tools and produces structured documentation.

Table: sales.customers

Column Type Nullable Description
customer_id INTEGER NO Primary key
customer_name VARCHAR(255) NO
email VARCHAR(255) YES
created_at TIMESTAMP NO

Table: sales.orders

Column Type Nullable Description
order_id INTEGER NO Primary key
customer_id INTEGER NO FK to customers
order_date TIMESTAMP NO
total_amount numeric(12,2) NO
status VARCHAR(20) YES

(continues for all tables in the schema…)

You can paste this directly into your team wiki or README, and anyone can rerun the same discovery flow to refresh the docs later.

Example 5: Troubleshooting data quality

Check the orders table in analytics-cluster for any NULL values
in the customer_id or total_amount columns.
How many records are affected?

Query executed:

SELECT
    COUNT(*) FILTER (WHERE customer_id IS NULL) AS null_customer_ids,
    COUNT(*) FILTER (WHERE total_amount IS NULL) AS null_total_amounts,
    COUNT(*) AS total_rows
FROM sales.orders;

Out of 172,456 rows: 0 NULL customer_ids, 3 NULL total_amounts.

Find duplicate order_ids in the sales.orders table and show me
a few examples with their timestamps

Query executed:

SELECT order_id, COUNT(*) AS occurrences, MIN(order_date) AS first_seen, MAX(order_date) AS last_seen
FROM sales.orders
GROUP BY order_id
HAVING COUNT(*) > 1
ORDER BY occurrences DESC
LIMIT 5;

Found two duplicate order_ids: order 88412 (two occurrences), order 91003 (two occurrences).

What's the date range of data in the events table?
Are there any gaps in the daily record counts?

Query executed:

WITH daily_counts AS (
    SELECT DATE(event_date) AS day, COUNT(*) AS record_count
    FROM sales.events
    GROUP BY DATE(event_date)
),
date_range AS (
    SELECT MIN(day) AS start_date, MAX(day) AS end_date FROM daily_counts
),
all_dates AS (
    SELECT (start_date + (n || ' days')::INTERVAL)::DATE AS day
    FROM date_range, generate_series(0, (end_date - start_date)) AS n
)
SELECT a.day AS missing_date
FROM all_dates a
LEFT JOIN daily_counts d ON a.day = d.day
WHERE d.day IS NULL
ORDER BY a.day;

Date range: 2024-01-01 to 2025-04-20. Found three missing dates: 2024-03-15, 2024-07-04, 2024-12-25 (likely holidays).

Every query is right there in the response. You can copy them into your own SQL client, modify them, or save them as reusable scripts.

Tips for getting the most out of Kiro and Redshift

  1. Start with discovery. Begin each session by asking Kiro to list your clusters and explore the database structure. This gives the agent context for subsequent queries.
  2. Be specific about which cluster. If you have multiple clusters, mention the cluster name in your request to avoid ambiguity.
  3. Iterate gradually. Start with simple questions and build complexity. Ask for a count before asking for a full breakdown.
  4. Use steering files for team conventions. Create a .kiro/steering/redshift.md file in your project with details about your cluster naming conventions, important schemas, and common query patterns. This gives Kiro persistent context about your environment.

Example steering file:

---
inclusion: auto
---

# Redshift Environment Context

## Clusters

- **analytics-cluster**: Primary analytics warehouse. Use database `analytics_db`.
- **etl-workgroup**: Serverless workgroup for ETL pipelines. Use database `staging_db`.

## Key Schemas

- `sales`: Customer transactions, orders, and revenue data
- `marketing`: Campaign performance and attribution data

## Conventions

- Always filter by `is_deleted = false` on soft-delete tables
- Date columns use `TIMESTAMP WITHOUT TIME ZONE` in UTC

## Query Transparency

- Always show the exact SQL query text being executed before or alongside the results.
  Users should be able to see, verify, and reuse every query that Kiro runs against Redshift.

That last Query Transparency rule is a small addition with a big impact. By default, Kiro might summarize results without showing the underlying SQL. Adding this steering instruction makes every query visible, which helps maintain consistent behavior across your data team and supports auditing, learning, and trust.

  1. Use hooks for automation. Set up agent hooks to run common validation queries automatically. For example, trigger a data quality check whenever you edit a specific SQL file.
  2. Verify important results. Always cross-check critical business findings with stakeholders before acting on them.

Security tips

When configured with least privilege IAM policies and Supervised mode, the Redshift MCP server provides multiple layers of protection. Under the AWS shared responsibility model, you are responsible for configuring access controls appropriately.

Safety layers at a glance

  • Data stays in your account. The MCP server runs locally, queries run inside your Amazon Redshift cluster, and no data is sent to third-party services.
  • Content not used for training. Enterprise users are excluded from service improvement usage. Free or individual tier users can opt out in Kiro settings.
  • Read-only by default. Every query is wrapped in a read-only transaction, preventing accidental writes.
  • Standard IAM controls. Kiro only gets permissions you’ve explicitly granted.
  • Supervised mode. Review each agent action before it’s applied in production environments.

Important caveat: The read-only enforcement only applies to queries routed through the MCP server’s execute_query tool. Kiro also has shell access. If your IAM credentials have write permissions, direct CLI calls (aws redshift-data execute-statement) bypass this guardrail entirely.

Takeaway: Use least privilege IAM policies (scoped to read and describe operations only) as your primary defense. Avoid broad policies like AdministratorAccess or AmazonRedshiftFullAccess. When IAM is properly scoped, even a direct CLI call cannot perform writes.

Verify Kiro’s output

Kiro is a powerful assistant, but it’s not infallible. Like any AI tool, it can misinterpret your intent, generate incorrect SQL, or present results that look plausible but are wrong. Examples include a misplaced join, a wrong filter, or an aggregation that silently excludes rows. This is especially important when working with production data where decisions have real business impact.

Treat Kiro’s output as a strong starting point, not a final answer. Review the SQL it generates before acting on the results. Use the Query Transparency steering rule (described in the Tips section) so you can see the exact query behind every result. When findings inform business decisions, validate them independently by running the query yourself, cross-checking with a colleague, or comparing against a known baseline.

Summary

Layer What it protects against
MCP server read-only mode Accidental writes through the MCP execute_query tool
Least privilege IAM policy Write operations via any path, including direct CLI calls
Kiro Supervised mode Unreviewed autonomous actions by the agent

Defense in depth: use these layers together for production environments.

What you can achieve with Kiro and Amazon Redshift

Before Now you can
Switch between the console, SQL clients, and documentation Use one interface for discovery, querying, and analysis
Memorize cluster endpoints, database names, and schemas Ask in plain text and let Kiro discover the structure
Write SQL from scratch for every query Describe what you want and get results
Manually compare data across clusters Run single-sentence cross-cluster analysis
Schema documentation is frequently stale Generate fresh docs on demand
Onboarding new analysts takes days New team members can explore immediately

Every minute you spend hunting for a table name or debugging a SQL syntax error is a minute that you’re not spending on actual analysis. You can reduce that overhead by letting Kiro handle the mechanical parts (discovery, navigation, and query construction) so you can focus on the questions that matter to your business.

Cleaning up

If you created Amazon Redshift resources specifically for this walkthrough, or if you no longer need the MCP server integration, follow these steps. They help you avoid ongoing charges and remove the configuration.

  • Remove the MCP server configuration.
  • Detach the IAM policy.
  • Delete test Amazon Redshift resources (if applicable).
  • Uninstall uv (optional).

Conclusion

In this post, you learned how to set up Kiro with the Amazon Redshift MCP server to query your data warehouse using natural language. You explored cluster discovery, schema browsing, analytical queries, cross-cluster comparisons, and data quality checks, all without writing SQL from scratch or switching between tools.

To go further:

  1. New to Amazon Redshift? Get started with Amazon Redshift to create your first cluster or serverless workgroup.
  2. Read the MCP protocol specification to understand how AI agents work with external tools.
  3. Visit kiro.dev for Kiro’s full capabilities, including specs, hooks, and steering files.

As you get comfortable with the basics, try combining steering files with agent hooks to automate recurring workflows like daily data quality checks or weekly schema documentation refreshes.


About the author

Hitesh Dodiya

Hitesh Dodiya

Hitesh is a Database Engineer at Amazon Redshift with over a decade of experience in databases, data warehousing, and analytics. He is passionate about leveraging Gen AI to deliver innovative solutions that solve real customer problems.

How Zynga scaled multi-warehouse data governance with Amazon Redshift federated permissions

Post Syndicated from Johan Eklund, Matthew Wongkee, Noelia Tardón original https://aws.amazon.com/blogs/big-data/how-zynga-scaled-multi-warehouse-data-governance-with-amazon-redshift-federated-permissions/

Zynga, a global leader in interactive entertainment operates a portfolio of mobile game studios including Socialpoint, the creators of Dragon City and Monster Legends. Zynga’s analytics platform processes telemetry and revenue data across studios using Amazon Redshift as its central data warehouse.

As Zynga expanded its analytics architecture to include individual studios with their own compute environments, the team faced a challenge: how to maintain centralized data governance while granting studios independent query capacity. Their existing approach to permission management introduced lag and required custom infrastructure if scaled to multiple warehouses.

In this post, we walk through how Zynga adopted Amazon Redshift federated permissions and AWS IAM Identity Center to enforce consistent, tiered data access across provisioned and serverless Amazon Redshift environments without building custom synchronization pipelines.

The challenge

Zynga needed to onboard Socialpoint’s current Amazon Redshift workloads and make Zynga’s central data available to them. Zynga’s existing production cluster would house the Socialpoint raw data, but the compute would come from another warehouse set up as a consumer. At the same time, Zynga’s data access control policies would need to be enforced across all warehouses. Zynga uses a tiered access control policy which would need to be synced across all consumers with no permission lag or manual grant synchronization.

During the migration, Socialpoint’s specific extract, transform, and load (ETL) processes would be included in Zynga’s central ETLs and their data ingestion pipeline would be replaced by Zynga’s latest generation of data ingestion infrastructure. Because the migration process happens in stages, Amazon Redshift sizing would also gradually need to increase.

The team evaluated two alternatives before arriving at a solution:

  • AWS Lake Formation couldn’t manage local and cross-cluster permissions using the same interface, and required AWS Access and Identity Management (IAM) or IAM Identity Center authentication for all users including service accounts.
  • Manual grants on consumer clusters introduced a delay between when permissions were updated on the producer and when they took effect on the consumer. This approach would also require an external job that synced permissions and would be unlikely to scale well beyond 2–3 consumers.

Solution overview

Zynga implemented a solution using three AWS services working together:

  1. Amazon Redshift federated permissions enabled cross-cluster queries without explicit data shares. Permissions granted on the producer cluster propagate immediately to consumer workgroups through AWS Glue Data Catalog registration.
  2. AWS IAM Identity Center provides unified authentication through federation with Okta. When users sign in, their Okta group memberships are provisioned through a System for Cross-domain Identity Management (SCIM) and automatically map to Amazon Redshift roles, removing the need for external synchronization jobs.
  3. Amazon Redshift Serverless provides the compute layer for Socialpoint, scaling to zero when idle and avoiding the need to pre-size a provisioned cluster during the migration period.

The architecture uses a dual-grant approach where every permission is granted to both an IAM Identity Center group (for users) and a federated IAM role (for service accounts). This gives both authentication paths the same access.

How it works

Authentication with IAM Identity Center

Zynga’s existing Okta directory syncs to IAM Identity Center, which is connected to the Amazon Redshift Serverless workgroup. When a user authenticates, Amazon Redshift automatically creates a user mapped to their email address and assigns them to roles based on their Okta group membership.

For example, an analyst in the Gamma Tier group signs in and is automatically assigned the AWSIDC:role.sso.gamma role in Amazon Redshift. No manual role assignment or synchronization job is required.

Service accounts, used for programmatic access, authenticate differently. Either using their IAM role and calling the get-credentials API, or by using the new federated permissions feature. Each service account assumes a federated IAM role, which creates a corresponding federated user in Amazon Redshift (for example, IAMR:role_iam_gamma).

The identity layer shows two authentication paths. Interactive users authenticate through Okta, which syncs group memberships to AWS IAM Identity Center. On login, IAM Identity Center automatically maps users to tiered Amazon Redshift roles (AWSIDC:role.sso.gamma, beta, alpha). Service accounts take a separate path, assuming a cluster IAM role that creates a corresponding federated user (IAMR:role_iam_gamma) in Amazon Redshift.

Figure 1 – Identity layer

The dual-grant approach

To ensure that both users and service accounts can access the same data, every read permission is granted to both the IAM Identity Center group and the federated IAM role in a single statement:

GRANT SELECT ON schema.table TO
	'IAMR:role_iam_gamma',
	ROLE 'AWSIDC:role.sso.gamma';

Transitioning the producer cluster

The shared provisioned cluster already had active users with local grants. To avoid disruption, Zynga implemented a tri-grant approach on the producer during the transition period. Existing stored procedures were modified to grant permissions to three targets: the legacy local role, the IAM Identity Center group, and the federated IAM role.

GRANT SELECT ON schema.table TO
	ROLE role_rs_gamma,
	ROLE 'AWSIDC:role.sso.gamma','IAMR:role_iam_gamma';

This approach maintains backward compatibility for existing users on the producer while enabling immediate access from the new serverless workgroup. The long-term plan includes migration of all producer users to IAM Identity Center and retire the legacy local grants.

Stored procedures for consistent governance

Rather than requiring users to construct dual-grant statements manually, Zynga created stored procedures that encapsulate the grant logic:

  • grant_read accepts a table name and access tier, then issues the appropriate dual-grant for both the IAM Identity Center group and the federated IAM role.
  • grant_write grants data definition language (DDL) and data manipulation language (DML) permissions to the appropriate team-based role.

This provides a consistent interface for permission management regardless of which cluster or workgroup that the user is on.

Architecture diagram in the AWS Cloud showing a federated Amazon Redshift setup. On the left, a Zynga provisioned Amazon Redshift cluster (producer) holds Zynga central data — game telemetry and revenue data — and stored procedures grant_read(table, tier) and grant_write(table, team). On the right, a Socialpoint Amazon Redshift Serverless workgroup (consumer) holds Socialpoint ETL data and the same two stored procedures. Bidirectional arrows between the two environments label the top connection as "Federated queries (cross-cluster reads)" between the data stores, and the bottom connection as "Federated permissions" between the stored procedures.

Figure 2 – Data and compute layer

Results

The migration delivered measurable improvements:

  • Immediate permission propagation – Grants on the producer cluster took effect on the consumer workgroup instantly, replacing a process that previously required manual intervention and introduced lag.
  • Zero additional infrastructure cost – Federated permissions, federated queries, and IAM Identity Center added no incremental costs to the architecture.
  • Removed custom synchronization – The team removed the need for Lake Formation configurations, external AWS Lambda functions, and Airflow workflows for permission management.
  • Scalable pattern – The same architecture can be extended to additional studio workgroups without duplicating permission management logic.

Lessons learned

Zynga adopted federated permissions shortly after the feature launched in US West Oregon (us-west-2) in January 2026. The team shared several observations from their early adoption:

  • Run a proof of concept first. The team validated the full permission model in a test environment before deploying to production, including testing that existing data shares to other clusters were not disrupted.
  • Plan for the dual-grant requirement. Because IAM Identity Center users and federated IAM roles are distinct identity types, every read permission requires two grants. Encapsulating this in stored procedures prevents errors and reduces cognitive overhead.
  • Start with serverless for new workloads. With Amazon Redshift Serverless, the team can avoid sizing decisions during the migration period. If usage patterns later justify it, they can migrate to a provisioned cluster from a serverless snapshot with minimal downtime.
  • Engage with AWS. As an early adopter of a new feature, Zynga maintained regular contact with the Amazon Redshift team through their AWS Technical Account Manager to report issues and request enhancements.

Conclusion

Zynga’s adoption of Amazon Redshift federated permissions demonstrates how organizations with multi-cluster Amazon Redshift architectures can enforce centralized data governance without building custom synchronization infrastructure. By combining federated permissions with IAM Identity Center and Amazon Redshift Serverless, the team established a pattern that scales to additional studios while maintaining consistent access controls and reducing operational overhead.

To learn more about the services used in this post, see the following resources:


About the authors

Johan Eklund

Johan Eklund is a Principal Software Engineer on the Data Engineering team at Zynga, focused on building and operating large-scale data platforms on AWS. Day-to-day, his work spans Redshift architecture, ETL orchestration, platform operations, and security and access control. Outside of work, Johan enjoys exploring art and music through creative coding and DIY hardware synthesizers.

Matthew Wongkee

Matthew Wongkee is a Principal Software Engineer at Zynga, where he builds scalable and high-performance data platforms and infrastructure, including Amazon Redshift. He focuses on enabling teams to leverage their data through self-service capabilities, including data discovery, query optimization, curated datasets, and data quality. In his spare time, he practices short track speed skating.

Noelia Tardón

Noelia Tardón is a Principal Software Engineer at Zynga. Based in Barcelona, she works on large-scale cloud data platforms with a focus on performance optimization and cost efficiency. She designs and builds data lake and data warehouse solutions while ensuring compliance with data protection regulations. Outside of work, she enjoys spending time with her family and running.

Sandeep Adwankar

Sandeep is a Senior Technical Product Manager at AWS. Based in the California Bay Area, he works with customers around the globe to translate business and technical requirements into products that enable customers to improve how they manage, secure, and access data.

Satesh Sonti

Satesh is a Principal Analytics Specialist Solutions Architect based out of Atlanta, specializing in building enterprise data platforms, data warehousing, and analytics solutions. He has over 19 years of experience in building data assets and leading complex data platform programs for banking and insurance clients across the globe.

Photo of AUthor - Steve Phillips

Steve Phillips

Steve is a Principal Technical Account Manager and Analytics specialist at AWS in the North America region. Steve currently focuses on data warehouse architectural design, data lakes, data ingestion pipelines, and cloud distributed architectures.

A systematic approach to benchmarking SQL processing engines on AWS

Post Syndicated from Anubhav Awasthi original https://aws.amazon.com/blogs/big-data/a-systematic-approach-to-benchmarking-sql-processing-engines-on-aws/

Selecting the right SQL processing solution for large-scale data analytics is a critical decision for organizations. As data volumes grow exponentially, the technology landscape has evolved to offer diverse options for processing and analyzing this information efficiently. This post presents a systematic framework for evaluating and benchmarking SQL processing engines on AWS, using Apache JMeter to conduct practical performance testing at scale.

The AWS analytics ecosystem

AWS offers a rich portfolio of SQL processing solutions to meet various analytical needs:

  • Serverless query services – Amazon Athena is a serverless, interactive query service that uses standard SQL to analyze data in Amazon Simple Storage Service (Amazon S3), offering automatic scaling, parallel query execution, and pay-per-query pricing with no infrastructure management required
  • Data warehouse solutions – Amazon Redshift offers scalable, high-performance cloud data warehousing with serverless options, zero-ETL integrations, AI-powered query assistance, and seamless machine learning (ML) integration for modern analytics at scale
  • Managed open source engines – Amazon EMR supports Apache Spark SQL, Apache Trino (formerly PrestoSQL), and other distributed query frameworks
  • Self-managed options – You can deploy open source engines like Apache Spark, Apache Flink, and Trino on Amazon Elastic Kubernetes Service (Amazon EKS) for greater control
  • Partner solutions – You can access specialized big data analytics tools through AWS Marketplace

These options are further enhanced by modern open table formats such as Apache Iceberg, Delta Lake, and Apache Hudi, which bring crucial enterprise features like ACID (Atomicity, Consistency, Isolation, and Durability) transactions, schema evolution, and time travel capabilities to data lakes. These SQL processing solutions operate under the AWS Shared Responsibility Model. AWS manages the security of the underlying infrastructure and services, and customers are responsible for secure configuration, access management, and data protection within their testing environments. This division of responsibility remains important when evaluating and benchmarking different SQL engines. Proper security configuration and implementation by customers is essential for maintaining a secure analytics environment.

Evaluation challenges in SQL engine selection

The rich ecosystem of SQL processing options creates significant evaluation challenges. Each SQL engine employs unique architectural approaches and optimization strategies, making direct comparisons complex. Organizations embarking on this evaluation journey face several interconnected obstacles:

  • Creating environments that accurately reflect production scenarios
  • Developing test datasets that mirror real-world data characteristics and volumes
  • Replicating real-world query patterns and concurrency levels
  • Maintaining uniform testing conditions across different engine architectures
  • Controlling infrastructure expenses throughout the evaluation process

Performance considerations at petabyte scale

When evaluating solutions for petabyte-scale deployments, the complexity intensifies considerably. Several critical factors come into play:

  • Resource management – Distributed SQL engines require precise balancing of CPU, memory, and storage resources. Suboptimal resource allocation can lead to query failures and performance degradation, particularly as data volumes grow.
  • Data distribution patterns – How data is distributed across partitions or nodes significantly impacts query performance. Data skew can create processing bottlenecks, with some nodes handling disproportionate workloads while others remain underutilized.
  • Concurrency handling – High-concurrency environments demand sophisticated workload scheduling and resource isolation mechanisms. The ability to maintain consistent performance under varying concurrent loads becomes a critical differentiator between solutions.
  • Meaningful metrics – Performance evaluation at scale requires comprehensive metrics analysis:
    • Mean, median, and percentile response times (particularly p90 and p95)
    • Query throughput under varying concurrency levels
    • Scalability characteristics across diverse workload types
    • Resource utilization efficiency during peak loads

Limitations of traditional benchmarks

Although industry-standard benchmarks like TPC-DS and TPC-H provide valuable insights, our experience with multiple customer engagements has shown that tailored, workload-specific testing often reveals performance characteristics not captured by these standardized tests. This is especially true for complex, multi-tenant environments with diverse query patterns. Organizations that complement standard benchmarks with workload-specific testing typically experience shorter proof-of-concept cycles, optimized evaluation costs, and more efficient testing operations. This comprehensive approach helps reduce uncertainty in the final solution selection process.

Prerequisites

Before you dive into the evaluation process, make sure you have the following prerequisites:

  • An AWS account with appropriate permissions to create and manage Amazon Elastic Compute Cloud (Amazon EC2) instances and access the SQL engines you plan to benchmark.
  • Basic familiarity with AWS services, particularly Amazon EC2 and the SQL engines you intend to evaluate (such as Athena, Amazon Redshift, or Amazon EMR).
  • Experience with SQL and data analytics concepts.
  • Access to the SQL engines you choose to benchmark. This post assumes you’ve already set up the engines you want to test. For setup instructions, refer to the AWS documentation for each service.
  • A dataset suitable for your benchmarking needs. Dataset creation and loading are not covered in this post. Build petabyte-scale synthetic test data with Amazon EMR on EC2 provides prescriptive guidance to generate test datasets at scale. Make sure your test datasets are stored in S3 buckets with encryption enabled (using SSE-KMS or SSE-S3) and that all service connections use TLS for data in transit.

Benefits of Apache JMeter

As organizations scale their analytics workloads to petabyte levels, there is a growing need for a robust, structured approach to SQL query performance testing. Although many organizations develop custom testing frameworks or use various benchmarking tools, these approaches often lack standardization and can be difficult to replicate across different SQL engines. The complexity of modern data architectures, combined with the variety of available SQL processing solutions, demands a systematic evaluation methodology. Apache JMeter emerges as a powerful solution to address this challenge. Though traditionally known for web application testing, JMeter’s extensible architecture and robust feature set make it particularly well-suited for SQL performance testing at scale.JMeter offers several advantages for evaluating SQL engines:

  • Support for multiple protocols and connections
  • Ability to simulate complex concurrent workloads
  • Built-in performance metrics and reporting
  • Extensible architecture for custom testing scenarios
  • Integration capabilities with continuous integration and continuous delivery (CI/CD) pipelines

Through this proposed framework, which has been validated across multiple customer engagements at petabyte scale, we aim to help organizations make more informed decisions when selecting a SQL processing solution. Our experience working with customers to assess various AWS Analytics services and open source solutions has demonstrated that a systematic evaluation approach significantly reduces proof-of-concept cycles and optimizes resource investments. This framework has helped organizations effectively evaluate services like Athena, Amazon Redshift, and Amazon EMR, alongside open source solutions such as Trino on Amazon EKS, based on their specific workload profiles and performance requirements.With this methodology, organizations can accomplish the following:

  • Navigate the complex landscape of large-scale data processing technologies
  • Reduce proof-of-concept cycles from months to weeks
  • Minimize infrastructure costs during evaluation phases
  • Make data-driven decisions about technology selection
  • Better align technology choices with business requirements
  • Establish repeatable testing patterns for future evaluations

Testing methodology in practice

A successful SQL engine evaluation requires understanding and replicating real-world workload patterns. Our methodology, refined through numerous customer engagements, focuses on comprehensive testing across multiple dimensions while remaining adaptable to specific organizational needs.

Query pattern selection

We begin by selecting representative query patterns that mirror production workloads:

  • Aggregation queries that summarize large datasets using operations like SUM, AVG, and COUNT
  • Complex join operations that test the engine’s ability to combine data efficiently across multiple tables
  • String operations that evaluate text processing capabilities
  • Nested queries that assess the engine’s optimization capabilities for complex query structures

A carefully selected set of 8–10 queries typically provides sufficient coverage while keeping the evaluation manageable. These should reflect your actual workload characteristics and business requirements.

Data volume variations

Testing across different data volumes is important for understanding scalability characteristics. We structure our tests around varying data scan ranges:

  • Small-scale scans – Queries accessing 1–7 days of data (megabytes to gigabytes)
  • Large-scale scans – Queries spanning 14–30 days (terabytes to petabytes)

This approach evaluates both I/O efficiency with large datasets and metadata handling with smaller, frequent queries, helping understand how services like Amazon EMR, Amazon Redshift, or Athena optimize query execution across different access patterns.

Concurrency testing

Real-world analytics environments rarely process single queries in isolation. Our methodology incorporates the following features:

  • Progressive concurrency testing starting at lower levels (typically 16, 32, 64, and 128 parallel queries), though these numbers can be adjusted based on your test infrastructure capacity and specific requirements. We recommend starting with smaller concurrency levels and gradually scaling up to understand performance characteristics
  • Varied query complexity and frequency (referred to as query weights) to simulate realistic workload distributions. This means some queries are run more often or are more resource-intensive than others, mimicking real-world usage patterns.
  • Mixed query patterns running simultaneously to test resource management.
  • Consistent execution across different date ranges to evaluate scaling behavior.

This approach is particularly important when evaluating managed services like the workload management capabilities of Amazon Redshift or the resource allocation strategies of Amazon EMR.

Query weight distribution

Production environments typically see varying frequencies of different query types. Our framework incorporates weighted query distribution to simulate real-world scenarios more accurately. In a typical distribution, frequent lightweight queries might represent 60% of the workload, complex analytical queries might comprise 30%, and resource-intensive data processing operations might make up the remaining 10%.This weighted approach makes sure performance testing reflects actual usage patterns rather than artificial benchmarking scenarios. The exact distribution should mirror your organization’s specific workload patterns.

Sequential vs. concurrent testing

Our methodology implements two distinct testing phases:

  • Sequential testing – Establishes baseline performance metrics:
    • Runs each query type independently across different date ranges
    • Runs multiple iterations to provide consistency and identify variability
    • Helps understand individual query performance characteristics
  • Concurrent testing – Simulates real-world multi-user scenarios:
    • Implements weighted query distributions
    • Tests different concurrency levels to identify scaling limitations
    • Evaluates resource management capabilities of different engines

JMeter efficiently implements both testing phases while maintaining consistent test conditions across SQL engines. Its ability to handle various JDBC connections makes it particularly suitable for testing AWS analytics services.Through this structured approach, organizations can gather comprehensive performance data reflecting their specific use cases, enabling informed SQL engine selection decisions while maintaining core principles of systematic evaluation and realistic workload simulation.

Test plans

To evaluate SQL engines’ performance under varying workloads, we designed two test scenarios: sequential and concurrent execution plans. Each scenario was executed across different data volumes by adjusting the query date range filters to cover 1, 7, 14, and 30 days. These variations simulate typical analytical workloads with progressively increasing data sizes.For sequential runs, each test was treated as a distinct batch, grouping all queries (Query 1 to Query 9) under the same date range—each query will scan data for 1, 7, 14, and 30 days with appropriate date filtering in the query’s where predicate. We used JMeter to capture average query response times for each batch. This configuration was run three times, and the final metrics reflect the average response time across these iterations to ensure reliability and account for environmental variance.Although three iterations provide initial insights, if you observe significant variations in results (typically more than 10% deviation between runs), consider expanding to 10 or more iterations. This additional sampling helps establish statistical significance, identify true performance patterns, and distinguish outliers (beyond three standard deviations) from normal variations. Document any consistent anomalies, because they may indicate important performance or security considerations for your specific environment.The following table shows the sample test plans template for the sequential test plan run.

 

Dataset Time Range Run Query Weights
Query 1 Query 2 Query 3 Query 4 Query 5 Query 6 Query 7 Query 8 Query 9
1 day Run 1
Run 2
Run 3
Avg
7 days Run 1
Run 2
Run 3
Avg
14 days Run 1
Run 2
Run 3
Avg
30 days Run 1
Run 2
Run 3
Avg

For the concurrent test plan, we introduced a probabilistic weighted distribution to the queries (Query 1 to Query 9), simulating a more realistic production-like environment where query frequency varies based on business relevance and usage patterns. This added a layer of complexity to better reflect how the SQL engine would perform under real-world concurrent access patterns.The following table shows the sample test plans template for the concurrent test plan run.

Dataset Time Range Concurrent Runs Query Weights
Query 1 Query 2 Query 3 Query 4 Query 5 Query 6 Query 7 Query 8 Query 9
1 days 8 11% 11% 11% 11% 11% 11% 11% 11% 11%
16 10% 5% 24% 5% 5% 5% 24% 14% 10%
32 8% 3% 24% 5% 5% 5% 24% 16% 8%
64 7% 3% 24% 6% 4% 6% 26% 16% 9%
128 1% 4% 19% 8% 5% 7% 14% 20% 22%
*7 days 8 11% 11% 11% 11% 11% 11% 11% 11% 11%
16 10% 5% 24% 5% 5% 5% 24% 14% 10%
32 8% 3% 24% 5% 5% 5% 24% 16% 8%
64 7% 3% 24% 6% 4% 6% 26% 16% 9%
**128 1% 4% 19% 8% 5% 7% 14% 20% 22%
14 days 8 11% 11% 11% 11% 11% 11% 11% 11% 11%
16 10% 5% 24% 5% 5% 5% 24% 14% 10%
32 8% 3% 24% 5% 5% 5% 24% 16% 8%
64 7% 3% 24% 6% 4% 6% 26% 16% 9%
128 1% 4% 19% 8% 5% 7% 14% 20% 22%
30 days 8 11% 11% 11% 11% 11% 11% 11% 11% 11%
16 10% 5% 24% 5% 5% 5% 24% 14% 10%
32 8% 3% 24% 5% 5% 5% 24% 16% 8%
64 7% 3% 24% 6% 4% 6% 26% 16% 9%
128 1% 4% 19% 8% 5% 7% 14% 20% 22%

For example, for configuration of *7 days concurrent run with **128 concurrency, the proposed configuration distributes Query 1 to Query 9 with appropriate weighted submissions such that Query 9 is executed the greatest number of times in the overall 128 executions submitted across all 9 queries for this run.

JMeter setup

To begin, you must set up JMeter on a machine that can handle the desired test load. An EC2 instance is a flexible and cost-effective option. Choose an instance type with sufficient vCPUs to support your maximum planned concurrency. For example, a c6i.4xlarge or higher is typically suitable for moderate to high throughput testing scenarios. For the operating system, you might choose Amazon Linux, which is optimized for AWS. For production-grade testing environments, deploy the JMeter EC2 instance in a private subnet of a virtual private cloud (VPC) with appropriate security groups that allow only required connections. This network isolation helps maintain security while executing performance tests. Consider using Amazon Virtual Private Cloud (Amazon VPC) endpoints for secure access to AWS services.

After the instance is provisioned, install Java (Java 17 LTS or Java 21 LTS) and download the latest version of JMeter. Be sure to configure the system with appropriate JVM options to allocate sufficient heap memory for large-scale test executions. Refer to Getting Started to learn more.

# Install Java
sudo yum update -y # For Amazon Linux
sudo yum install java-17-amazon-corretto -y

# Download JMeter and place the appropriate jdbc driver for the engine of your selection under lib folder
wget https://downloads.apache.org//jmeter/binaries/apache-jmeter-5.6.3.tgz
tar -xvzf apache-jmeter-5.6.3.tgz
cd apache-jmeter-5.6.3/lib

# Launch JMeter in GUI mode (if using a GUI-capable setup) or use CLI for remote testing
./bin/jmeter

JMeter concepts

Before you create test plans in JMeter, it’s important to understand a few foundational concepts that influence how your test plan behaves—such as thread groups, user-defined variables, and JDBC connection. These components enable the simulation of real-world query loads, including concurrency and pacing.

Test plans

The test plan is the top-level container for a JMeter test. It defines the overall testing strategy, including the queries to execute, their parameters, and the concurrent user behavior. These plans are represented as jmx files that can then be used for CLI-based execution. JMeter supports both GUI and CLI modes. It is highly recommended that you use the JMeter GUI primarily for creating test plans as jmx, and use the CLI for large load tests. You can also run thread groups consecutively for sequential execution. The default behavior is to run all thread groups in parallel suited for concurrent execution. Refer to Building a Test Plan to learn more about options available with test plans.

User-defined variables

User-defined variables are global parameters that you can reuse throughout the test plan. They are helpful for defining database credentials, server URLs, or query parameters. For example:DB_URL=jdbc:trino://trino-cluster.example.com:8889?SSL=true #Enable SSL/TLS

You can configure authentication (user name and password) through your organization’s approved methods, such as AWS Secrets Manager (see Move hardcoded secrets to AWS Secrets Manager) AWS Identity and Access Management (IAM) roles, or other secure credential management systems.

Thread groups

A thread group represents a group of virtual users (threads) executing test actions. Each thread simulates a single user sending requests to the SQL engine. This can be used to simulate concurrent runs. For example, in the preceding template, Query 3 has 19% weightage across 128 runs. This means .19*128=25 total runs, so we set the thread group to 25.

JDBC connection configuration

JDBC connection configuration sets up the database connection for the test. It specifies the database URL, driver, and credentials required for executing SQL queries. Key fields to configure are database URL and JDBC driver class. The following table summarizes the different configuration settings.

 

SQL Engine JDBC Driver JDBC Driver Class
Trino on EMR trino-jdbc-<trino_version>-amzn-0.jar io.trino.jdbc.TrinoDriver
Athena Athena JDBC 3.x driver com.amazon.athena.jdbc.AthenaDriver
Amazon Redshift Amazon Redshift JDBC driver com.amazon.redshift.jdbc.Driver
Trino on EKS Trino JDBC driver io.trino.jdbc.TrinoDriver

JDBC requests

The JDBC request executes SQL queries against the database using the configuration defined in the JDBC connection configuration.

For example, following command runs the JMeter in CLI mode:

# Run benchmarks in CLI mode 
./jmeter -n -t <path_to>.jmx -l <local path for log>.log -e -o <local path for>/output/

The output folder will contain an HTML report with different statistics. The following screenshot illustrates 128 concurrent runs.

Monitoring and logging

For comprehensive visibility and audit requirements, enable AWS CloudTrail logging, VPC Flow Logs, and service-specific logs (like Amazon S3 access logs). These logs can be centralized in Amazon CloudWatch Logs for monitoring and analysis. This provides proper audit trails while evaluating different SQL engines and helps track access patterns and potential security events.

Post-test steps

After running your JMeter tests, proceed with the following steps:

  1. Review the HTML report’s key metrics, including response times, throughput, and error rates across different query types and concurrency levels.
  2. Run identical test plans across your candidate SQL engines for direct performance comparison.
  3. Refine your test plans based on initial findings, focusing on areas where performance differences are significant.
  4. Factor in the cost implications alongside performance metrics to make a balanced decision.

These steps can help you systematically evaluate and select the most suitable SQL engine for your analytics workloads.

Resources

In the preceding steps, we walked through a UI-based setup for JMeter along with test plans. We have created a few sample JMeter test plans for both sequential and concurrent runs along with sample test reports. You can modify the plans to fit your needs.

  1. JMeter sample report
  2. JMeter test plan for sequential run
  3. JMeter test plan for concurrent run

Clean up

After you complete your benchmarking process, clean up the resources to avoid unnecessary costs:

  1. Stop or delete the EC2 instances used for running JMeter.
  2. Depending on which SQL engines you used for testing, clean up active resources.
  3. Review your AWS Management Console to confirm no active resources remain.
  4. If you created test datasets in Amazon S3 or other storage services specifically for this benchmarking, consider deleting them if they’re no longer needed.
  5. Although JMeter test plans and results don’t incur AWS costs, organize or delete local files as needed for your record-keeping.

Summary

Selecting the right SQL processing solution for large-scale analytics demands a systematic, data-driven approach. Our JMeter framework can help organizations effectively evaluate different SQL engines by simulating real-world workload patterns across various query types, data volumes, and concurrency levels. This methodology reduces proof-of-concept cycles and provides insights beyond traditional benchmarks, helping you assess managed AWS services like Athena and Amazon Redshift and open source solutions on Amazon EKS.


About the authors

Anubhav Awasthi

Anubhav Awasthi

Anubhav is a Senior Big Data Specialist Solutions Architect at Amazon Web Services (AWS). He collaborates with customers to provide expert architectural guidance for implementing and optimizing analytics solutions using Amazon EMR, Amazon Athena, AWS Glue, and AWS Lake Formation.

Gagan Brahmi

Gagan Brahmi

Gagan is a Specialist Senior Solutions Architect at Amazon Web Services (AWS), focused on Data Analytics and AI/ML. With over 20 years in information technology, he partners with customers to solve complex AI/ML challenges by leveraging data and AI/ML platforms. Gagan helps customers architect scalable, high-performance solutions that utilize distributed data processing, real-time streaming technologies, and AI/ML services to drive business transformation through artificial intelligence and data-driven insights. When not designing cloud-native data and AI solutions, Gagan enjoys exploring new places with his family.

Jayaprakash Boreddy

Jayaprakash Boreddy

Jayaprakash is a Senior Solutions Architect at AWS. He works with ISV customers in designing and building highly scalable, flexible and resilient applications on AWS Cloud.

Sahil Thapar

Sahil Thapar

Sahil is a Principal Solutions Architect. He works with ISV customers to help them build highly available, scalable, and resilient applications on the AWS Cloud.

Meet Amazon Redshift RG – AWS Graviton-based instances with an integrated data lake query engine delivering up to 2.4x better performance at 30% lower price than RA3

Post Syndicated from Ankit Sahu original https://aws.amazon.com/blogs/big-data/meet-amazon-redshift-rg-aws-graviton-based-instances-with-an-integrated-data-lake-query-engine-delivering-up-to-2-4x-better-performance-at-30-lower-price-than-ra3/

On May 12, 2026, we announced the general availability of Amazon Redshift RG instances, powered by AWS Graviton processors. RG instances are up to 2.2x as fast for data warehouse workloads and up to 2.4x as fast for data lake workloads, all at 30% lower price per vCPU compared to RA3 instances. RG instances support all data lake formats supported by RA3 and eliminate Amazon Redshift Spectrum’s per-TB scanning charges. RG instances feature a custom-built integrated vectorized query engine, making them a more performant and cost-effective foundation for unified analytics.

We are launching with two instance sizes: rg.xlarge and rg.4xlarge, with additional sizes coming later this year.

Why we built this

RG instances bring the power of AWS Graviton processors to Amazon Redshift Provisioned clusters for the first time, paired with a purpose-built vectorized query engine. By combining Graviton’s superior price-performance with the latest Amazon Redshift innovations, RG instances deliver a step-change improvement across two dimensions: significantly lower cost and meaningfully faster performance for both warehouse and data lake workloads using Apache Iceberg and Apache Parquet. We built RG to help you avoid choosing between performance and economics. Graviton costs less to operate, and we’re passing that benefit to you while simultaneously raising the performance bar. Equally important, we designed RG to maintain full feature parity with RA3, so you can modernize your existing clusters without rearchitecting workloads or sacrificing capabilities you depend on today.

This combination is also increasingly critical for agentic artificial intelligence (AI) workloads. AI agents operating at scale generate a new class of analytics demand: high volumes of unique, unpredictable queries that require fast, low-latency responses to keep agents productive. Traditional price-performance ratios make running these workloads at scale cost-prohibitive. RG instances address this head-on. Lower per-vCPU pricing makes sustained high-query volumes economically viable, while improved query performance makes sure agents get answers fast enough to remain effective. Together, this provides the foundation for AI-driven analytics at the scale and economics that agentic workloads demand.

What’s new

RG instances: Better performance, lower cost

RG instances run on AWS Graviton, Amazon’s custom-designed cloud processor built from the ground up to deliver superior price-performance and energy efficiency. This translates directly into RG instances offering more compute cores, higher memory bandwidth, and lower inter-process communication latency compared to RA3, with performance improvements across warehouse, data lake, and mixed workloads.

Graviton costs less to operate, and we’re passing that benefit directly to you. RG instances are priced at a 30% lower cost per vCPU compared to RA3. Reserved Instance pricing follows the same model, making RG Reserved Instances equally 30% less costly than RA3. For pricing details, visit the Amazon Redshift pricing page.

Performance results

RG instances deliver faster, more efficient analytics across your most demanding warehouse and data lake workloads, whether you’re querying structured data in Amazon Redshift Managed Storage (RMS), running analytics over Iceberg tables in Amazon Simple Storage Service (Amazon S3), or processing Parquet files at scale. Iceberg workloads see the most significant gains, delivering up to 2.4x faster query execution. Parquet workloads deliver up to 1.5x faster query execution, and RMS-based data warehouse workloads deliver up to 2.2x faster query execution. All performance improvements are measured using industry-standard TPC-DS and TPC-H benchmarks at 10 TB scale on rg.4xlarge instances.

When combined with RG’s 30% lower per-vCPU pricing compared to RA3, these performance gains translate to even greater price-performance improvements, delivering more analytics value for every dollar spent.

Built-in data lake query engine – no more Spectrum charges

With RA3, data lake queries were offloaded to a separate fleet of nodes called Amazon Redshift Spectrum, scanning data externally and returning results back to the cluster. This architecture introduced network overhead, added latency, and imposed a $5/TB scanning charge on every query. RG instances change this fundamentally with a custom-built vectorized data lake engine running directly inside the cluster, eliminating Spectrum scanning charges.

The purpose-built vectorized engine includes a highly optimized scan layer that implements the latest data pruning techniques, a purpose-built I/O subsystem, and a range of optimizations that use Graviton’s processing capabilities to make scanning Iceberg and Parquet data highly efficient. Beyond raw scan performance, the engine introduces JIT ANALYZE, a capability that automatically collects and uses statistics for data lake tables during query execution. This eliminates the need for manual statistics collection. The system uses intelligent heuristics to identify queries that will benefit from statistics, maintains lightweight sketch data structures, and builds high-quality table-level and column-level statistics, all transparently. Having up-to-date statistics on data lake tables can deliver orders-of-magnitude improvements in query performance, and with JIT ANALYZE, you get this benefit automatically without operational overhead.

What customers are saying

Sean Lynch, Vice President, Data and Architecture, Southwest Airlines:

“Amazon Redshift RG instances have the potential to deliver meaningful business impact for Southwest Airlines. Based on initial testing in our development environment, our data warehouse workloads run 50-60% faster, and data lake analytics are 45% faster, enabling teams to get insights sooner, respond to operational conditions faster, and make data-driven decisions with less latency. These early results are encouraging, and we are excited to validate and scale these improvements in production. All of this comes without per-terabyte Spectrum scanning charges, delivering 30% lower cost than RA3 at a time when fuel prices continue to pressure industry margins.”

Akshay Srinivasan, Data Engineer, tombola:

“The new Graviton-based Amazon Redshift RG instances delivered 1.8x-2x faster write throughput and up to 2.2x faster read speeds compared to RA3 across a diverse set of batch and analytical jobs, enabling us to process 40% more within the same window. Compressed ETL cycles, accelerated time-to-insight, and decision-making no longer bottlenecked by the pipeline. Together, these translated directly into fresher data reaching our analysts and business teams sooner. What made this even more compelling was a concurrent 30% reduction in compute spend alongside the gains. Delivering more for less is a rare outcome, and one worth highlighting. In a volume-heavy gaming industry at tombola, where query latency and cost compound at scale, this has been one of the more impactful platform decisions we’ve made this year.”

Modernizing your workloads to RG

Today, we are launching rg.xlarge and rg.4xlarge instance sizes, available now for you to modernize your existing Amazon Redshift provisioned workloads. RG instances support three migration paths, all accessible directly from the AWS Management Console:

  • Elastic Resize (recommended): The fastest path for most customers migrating from RA3 or DC2, with only 10-15 minutes of downtime.
  • Snapshot & Restore: Best for you if you need to make configuration changes as part of your migration.
  • Classic Resize: Available for workloads that require a full cluster rebuild.

Before migrating your production workloads, we strongly recommend validating your queries and workloads on RG instances first. We’ve published an Upgrade Guide to help you right-size your cluster and plan your migration with confidence.

Getting started

You can start using the RG instances (rg.xlarge and rg.4xlarge) today in the following AWS Regions: US East (N. Virginia), US East (Ohio), US West (Oregon), US West (N. California), Canada (Central), South America (São Paulo), Europe (Ireland), Europe (Frankfurt), Europe (London), Europe (Paris), Europe (Stockholm), Europe (Milan), Europe (Spain), Asia Pacific (Tokyo), Asia Pacific (Seoul), Asia Pacific (Singapore), Asia Pacific (Sydney), Asia Pacific (Mumbai), Asia Pacific (Jakarta), Asia Pacific (Hong Kong), Asia Pacific (Osaka), Asia Pacific (Malaysia), Asia Pacific (Hyderabad), Asia Pacific (Taipei), and Asia Pacific (Melbourne).

You can launch new clusters or migrate existing clusters through the AWS Management Console, AWS Command Line Interface (AWS CLI), or AWS API.

To create a new RG cluster in the Amazon Redshift console

  1. Review the Cluster and Nodes in the Amazon Redshift documentation.
  2. Choose Amazon Redshift on the AWS Management Console and choose Create Cluster.
  3. In the Create Cluster screen, choose the required RG node type.

Amazon Redshift console showing the Create Cluster screen with RG node type selection

To modernize from RA3 or DC2 in the Amazon Redshift console

  1. Review the Upgrade Guide in the Amazon Redshift documentation.
  2. Choose your migration path. Elastic Resize is the right starting point for most customers.
  3. Choose the required RG node type.

Amazon Redshift console showing the Elastic Resize option for migrating to RG instances

Amazon Redshift console showing the node type selection during resize

Amazon Redshift console showing the resize confirmation screen

For pricing details, visit the Amazon Redshift pricing page.

Clean up

If you are evaluating RG instances in a test or development environment and do not wish to continue, you can delete your RG cluster directly from the AWS Management Console or by using the AWS CLI to avoid incurring additional charges. If you used Snapshot & Restore to create a test RG cluster alongside your existing RA3 cluster, make sure you delete the RG cluster and any associated snapshots you no longer need. If you are using Data Sharing during migration, remember to remove data shares and decommission your RA3 cluster after you have fully validated your workloads on RG.

Conclusion

Amazon Redshift RG instances represent a significant step forward for you if you run data warehouse and data lake workloads on AWS. By bringing AWS Graviton processors to Amazon Redshift Provisioned clusters for the first time, paired with a purpose-built vectorized native data lake engine, RG instances deliver up to 2.4x better performance on Iceberg workloads, up to 1.5x on Parquet, and up to 2.2x on RMS data warehouse workloads, all at 30% lower per-vCPU cost than RA3. The elimination of Amazon Redshift Spectrum scanning charges makes data lake query costs predictable for the first time.

To get started with RG instances, visit the Amazon Redshift RG documentation to assess your workload and plan your migration.

Resources

Questions or feedback? Drop a comment or join the discussion on AWS re:Post.


About the authors

Ankit Sahu

Ankit Sahu brings over 18 years of expertise in building innovative data products and services. His diverse experience spans product strategy, go-to-market execution, and digital transformation initiatives. Currently, as Sr. Product Manager at Amazon Web Services (AWS), Ankit is driving the vision and strategy for Amazon Redshift.

AWS Weekly Roundup: AWS Transform at 1 year, Claude Platform on AWS, EC2 M3 Ultra Mac instances, and more (May 18, 2026)

Post Syndicated from Channy Yun (윤석찬) original https://aws.amazon.com/blogs/aws/aws-weekly-roundup-aws-transform-at-1-year-claude-platform-on-aws-ec2-m3-ultra-mac-instances-and-more-may-18-2026/

Just a year ago, we launched AWS Transform for .NET, Mainframe and VMware workloads, the first agentic AI service purpose-built for modernizing enterprise applications at scale. At re:Invent 2025, we introduced AWS Transform custom, which enables organizations to modernize and transform code at scale using AWS-managed and custom transformations. You can upgrade language versions, migrate frameworks, optimize performance, and analyze code bases using transformations that are ready to use or can be customized to meet your organization’s specific requirements. We also introduced full-stack Windows modernization capabilities and Reimagine capabilities and automated testing functionality for mainframe.

In 12 months, thousands of customers migrated hundreds of thousands of servers, saved 1.6+ million hours, and processed 4.5+ billion lines of code with AWS Transform. Celebrating its 1-year anniversary, AWS Transform agents now available in Kiro, Claude, Cursor, and Codex, including the agent builder toolkit Kiro power for building customized transformation agents.

To learn what happened in 12 months, the four things we learned, and how that evolved our roadmap, visit the one-year anniversary blog post.

Last week’s launches
Here are last week’s launches that caught my attention:

  • The general availability of Claude Platform on AWS – You can get direct access to Anthropic’s native Claude Platform experience, including APIs, console, and early-access beta features, directly through your existing AWS account, without managing separate accounts, billing, or tracking. Claude Platform on AWS is operated by Anthropic, and customer data is processed outside the AWS security boundary. To learn more, visit the deep dive blog post.
  • Amazon EC2 M3 Ultra Mac instances – These instances are built on Apple M3 Ultra Mac Studio computers featuring a 28-core CPU, 60-core GPU, 32-core Neural Engine, and 256GB of unified memory. Compared to EC2 M4 Max Mac instances, M3 Ultra Mac instances provide 2x the unified memory, 1.75x the CPU cores, 1.5x the GPU cores, and 2x the Neural Engine cores, giving Apple developers the headroom to run significantly more Xcode simulators in parallel and accelerate on-device ML workflows to improve product time to market.
  • Amazon Redshift RG instances powered by AWS Graviton – These instances deliver better performance, running data warehouse and data lake workloads up to 2.4x as fast as previous generation RA3 instances, at 30% lower price per vCPU. RG instances include Redshift’s custom-built vectorized data lake query engine that processes Apache Iceberg and Parquet data on your cluster nodes.
  • Amazon Bedrock Advanced Prompt Optimization – You can optimize your prompts for any model on Bedrock, while comparing your original prompts to your optimized prompts across up to 5 models simultaneously. You can also use this if you are migrating to a new model or just want to get better performance on your current model.
  • AWS Security Agent full repository code scanning (preview) – You can use a new capability in AWS Security Agent that performs deep, context-aware security analysis of your entire codebase. When vulnerabilities are found, the scanner generates code remediation—specific fixes tied to the exact file and line—enabling teams to remediate security vulnerabilities faster than ever before. This capability is available at no additional charge for existing AWS Security Agent customers during the preview.
  • AWS Interconnect – multicloud connectivity with Oracle Cloud Infrastructure (preview) – You can quickly provision resilient, scalable private connections to other cloud providers using AWS Interconnect – multicloud connectivity. OCI is the latest CSP to adopt the open specification that powers AWS Interconnect. This allows AWS to provide a consistent, simple experience to our customers on OCI (preview), Google Cloud (generally available), and Microsoft Azure (coming later in 2026).

Additional updates
Here are some additional news items that you might find interesting:

  • Accelerate AI research and education with Build on Trainium program – Read how the next generation of AI researchers is using Amazon chips to accelerate discovery. AWS invested $110 million to give university researchers access to purpose-built AI chips. AWS Trainium is speeding up AI research at UC Berkeley, MIT, Carnegie Mellon, and more. All research is open source, meaning improvements flow back to the broader developer community.
  • A full list of AWS Community Days 2026 – There’s something different about an event where the speakers are your peers, the organizers are volunteers who do this out of passion, and the agenda was shaped by the community itself. That’s exactly what AWS Community Days are, and they’re happening in cities across every continent, every year.
  • The Kiro Startups Credit program is back – Thousands of founders applied in the first round, and now applications are open again. Apply to receive up to one year of Kiro Pro+ credits automatically applied to your organization’s AWS account.

For a full list of AWS blog posts, be sure to keep an eye on the AWS Blogs page.

Learn more about AWS, browse and join upcoming AWS-led in-person and virtual events, startup events, and developer-focused events including AWS Summits. Join the AWS Builder Center to connect with builders, share solutions, and access content that supports your development.

That’s all for this week. Check back next Monday for another Weekly Roundup!

— Channy

Optimize Amazon S3 Tables queries with Amazon Redshift

Post Syndicated from Tom Romano original https://aws.amazon.com/blogs/big-data/optimize-amazon-s3-tables-queries-with-amazon-redshift/

Amazon S3 Tables with Amazon Redshift gives you a powerful combination for analytical workloads on Apache Iceberg tables. But as query volumes grow, small inefficiencies compound. For example, repeated queries, such as dashboards refreshing hourly or analysts running the same joins throughout the day, scan data directly from Amazon Simple Storage Service (Amazon S3) every time. The fully qualified three-part table references ([email protected]) add friction for business intelligence (BI) tools and end users who expect simpler SQL syntax. And without tuning the way S3 Tables organizes your data files, queries read more files than necessary. When you address these three areas, your S3 Tables queries in Amazon Redshift become faster, simpler, and more cost-efficient, whether you’re powering a recurring dashboard or supporting ad hoc analysis at scale.

This is the third post in our S3 Tables and Amazon Redshift series. The first post covered getting started with querying Apache Iceberg tables, and the second post walked through enterprise-scale governance and access controls. In this post, you address those performance and usability gaps with three approaches:

  1. Create external schemas to simplify queries from three-part notation down to two-part notation.
  2. Build materialized views that store pre-computed results locally so repeated queries skip the S3 scan.
  3. Configure S3 Tables compaction strategies so the data file layout matches your query patterns.

The following diagram shows how these three approaches work together. External schemas [1] simplify query syntax through AWS Lake Formation resource links [2], materialized views [3] store pre-computed results locally in Amazon Redshift, and S3 Tables compaction [4] optimizes the underlying file layout for your query patterns.

Optimizing S3 Tables queries with external schemas, materialized views, and compaction strategies

Prerequisites

Before you begin, make sure you have:

If you haven’t completed these steps, follow the setup instructions in the first post in this series.

Simplify queries with external schemas

The previous posts in this series used the auto-mounted catalog to query S3 Tables with three-part notation:

SELECT * FROM [email protected];

You can use this syntax, but it can be cumbersome in business intelligence (BI) tools, manually typing queries, and in application code. This syntax also requires the user to use IAM federation. By creating an external schema, you can reference the same tables with a concise two-part notation:

SELECT * FROM s3tables_schema.examples;

To set this up, you create a Lake Formation resource link that maps to your S3 Tables catalog, then create an external schema in Amazon Redshift that points to that resource link. Your setup differs slightly depending on whether your users authenticate through IAM federation or database credentials. While this doesn’t change query performance, it removes a common barrier to adoption by simplifying the reference.

Create a Lake Formation resource link

Both authentication methods require a resource link in Lake Formation that points to your S3 Tables database.

  1. In the Lake Formation console, choose Databases under Data Catalog.
  2. On the Create menu, choose Resource link.
  3. Configure the resource link with the following settings:
    • Resource link name: s3tables_rl
    • Destination Catalog: Your account ID (for example, 111122223333)
    • Shared Database: Your S3 Tables database (for example, icebergsons3)
    • Shared Database’s Catalog ID: Your S3 Table bucket in the format 111122223333:s3tablescatalog/redshifticeberg

Resource link creation in Lake Formation with catalog ID and shared database configured

For more information, see Creating resource links in the Lake Formation documentation.

Option A: External schema for IAM federated users

If your users connect to Amazon Redshift through IAM federation, create the external schema with the SESSION keyword. This passes the federated user’s credentials through to Lake Formation for access control:

CREATE EXTERNAL SCHEMA s3tables_schema
FROM DATA CATALOG
DATABASE 's3tables_rl'
CATALOG_ID '111122223333'
IAM_ROLE 'SESSION'
CATALOG_ROLE 'SESSION';

Lake Formation evaluates your permissions based on your federated user’s IAM role, and sees only the tables and columns their role allows. This is the recommended approach for new deployments because it provides fine-grained access control without additional role management.

Option B: External schema for database users

External applications like Tableau, PowerBI, and custom ETL tools often authenticate with database credentials instead of IAM federation. These users need an IAM role to access S3 Tables on their behalf.

Create an IAM service role to access S3 Tables:

You create a role (for example, S3TableAccessRole) with a trust policy that allows Amazon Redshift to assume it:

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Effect": "Allow",
            "Principal": {
                "Service": "redshift.amazonaws.com"
            },
            "Action": "sts:AssumeRole"
        }
    ]
}

You then attach the following permission policies to the role:

A policy for Lake Formation data access (substitute your 12-digit AWS Account ID for YOUR_ACCOUNT_ID):

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Effect": "Allow",
            "Action": "lakeformation:GetDataAccess",
            "Resource": "*",
            "Condition": {
                "StringEquals": {
                    "aws:ResourceAccount": "YOUR_ACCOUNT_ID"
                }
            }
        },
        {
            "Effect": "Deny",
            "Action": "lakeformation:PutDataLakeSettings",
            "Resource": "*",
            "Condition": {
                "StringEquals": {
                    "aws:ResourceAccount": "YOUR_ACCOUNT_ID"
                }
            }
        }
    ]
}

A policy for AWS Glue Data Catalog access (substitute the appropriate AWS Region for REGION_ID and your 12-digit AWS Account ID for YOUR_ACCOUNT_ID):

For production, scope these permissions to your specific resources and AWS Region.

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Effect": "Allow",
            "Action": [
                "glue:GetTable",
                "glue:GetTables",
                "glue:GetTableVersion",
                "glue:GetTableVersions",
                "glue:GetTags"
            ],
            "Resource": [
                "arn:aws:glue:REGION_ID:YOUR_ACCOUNT_ID:catalog",
                "arn:aws:glue:REGION_ID:YOUR_ACCOUNT_ID:database/*",
                "arn:aws:glue:REGION_ID:YOUR_ACCOUNT_ID:table/*/*"
            ]
        }
    ]
}

Grant Lake Formation permissions to the role:

In the Lake Formation console, grant the S3TableAccessRole DESCRIBE access on the database and SELECT access on the tables for your resource link. For detailed steps, see Granting Lake Formation permissions.

Lake Formation DESCRIBE permission on resource link database

Lake Formation SELECT permission on tables

Associate the role and create the schema:

First, associate the IAM role with your Amazon Redshift cluster or workgroup. For instructions, see Associating IAM roles with Amazon Redshift.

Create the external schema:

CREATE EXTERNAL SCHEMA s3tables_schema
FROM DATA CATALOG
DATABASE 's3tables_rl'
IAM_ROLE 'arn:aws:iam::111122223333:role/S3TableAccessRole';

Then grant access to your database users:

GRANT USAGE ON SCHEMA s3tables_schema TO my_database_user;

Query with two-part notation

With either option, you can now query S3 Tables using the simpler two-part notation:

SELECT * FROM s3tables_schema.examples LIMIT 10;

Query results showing two-part notation returning rows from the examples table

You can use this notation in BI tools, JDBC/ODBC connections, and application code and no longer need to know the underlying catalog structure.

Accelerate queries with materialized views

When you repeatedly query S3 Tables, each execution scans the external data from S3. Materialized views store pre-computed results in Amazon Redshift, so subsequent queries read from local storage instead of scanning S3 on every run.

Redshift supports incremental refresh for materialized views on Apache Iceberg tables, including INSERT, DELETE, UPDATE, and table compaction operations. After the initial creation, Amazon Redshift processes only the rows that changed since the last refresh when you run subsequent refreshes, rather than recomputing the full result set. This helps reduce both the time and compute cost of keeping your views current, especially for large tables with frequent changes.

Materialized views have general limitations and considerations when used with external data lake tables. For details, see Materialized views on external data lake tables.

Create a materialized view on S3 Tables

The following example creates a materialized view that joins the examples table in S3 Tables with a local categories table in Amazon Redshift. You can use a materialized view to pre-compute daily record counts and data samples per category:

CREATE MATERIALIZED VIEW mv_daily_category_summary
DISTSTYLE KEY
DISTKEY (category_id)
SORTKEY (insert_date)
AS
SELECT
    c.category_id,
    c.department,
    e.insert_date,
    COUNT(*) AS record_count,
    COUNT(DISTINCT e.id) AS unique_ids
FROM s3tables_schema.examples e
JOIN public.categories c
  ON c.category_id = e.category_id
GROUP BY c.category_id, c.department, e.insert_date;

Query the materialized view directly:

SELECT category_id, department, insert_date, record_count
FROM mv_daily_category_summary
ORDER BY record_count DESC
LIMIT 10;

Your query can now read from local Amazon Redshift storage and typically returns results without scanning S3 Tables:

Query results from the materialized view showing category data with record counts

Refresh strategies

You have two options for keeping materialized views current:

Automatic refresh: Set AUTO REFRESH YES in the view definition to have Amazon Redshift automatically refresh the view in the background when it detects changes to the base tables. This is a good fit for dashboards and reports that can tolerate a short delay between data changes and query results. Note that automatic refresh requires Option B (database user) when creating the external schema, and the default is AUTO REFRESH NO.

Manual refresh: Run REFRESH MATERIALIZED VIEW when you need to control the timing:

REFRESH MATERIALIZED VIEW mv_daily_category_summary;

Use manual refresh when you need to coordinate updates with data loading pipelines or when you want to refresh during off-peak hours.

Tune S3 Tables compaction for your query patterns

S3 Tables automatically compacts small Parquet files into larger ones in the background. This compaction reduces the number of read requests your query engine must make, which can improve query performance. By default, compaction targets a file size of 512 MB, configurable between 64 MB and 512 MB. Four compaction strategies are available, and choosing the right one for your query patterns can make a measurable difference.

Compaction strategies

Strategy When to use How it works
Auto You want S3 to decide for you Selects sort compaction for sorted tables, binpack for unsorted tables
Binpack General-purpose workloads, unsorted tables Combines small files into larger files (100 MB+) and applies pending row-level deletes
Sort Queries frequently filter on a single column (e.g., insert_date) Organizes data by the table’s sort-order columns during compaction
Z-order Queries filter on two or more columns together (e.g., insert_date and category_id) Blends multiple column values into a single scalar for sorting

Binpack improves performance by reducing the number of files a query engine reads. Sort compaction goes further. By ordering data within files, it enables query engines to skip entire files based on column min/max metadata during predicate pushdown. This is effective for queries that filter on the sort column, such as date-range filters. Z-order extends this benefit to queries that filter on multiple columns simultaneously, at the cost of slightly less efficient pruning on any single column compared to a pure sort.

To use sort or z-order compaction, you first need to verify that the table is sorted by one (sort) or multiple (z-order) columns:

-- Sort
ALTER TABLE icebergsons3.examples WRITE ORDERED BY insert_date;

-- Z-Order
ALTER TABLE icebergsons3.examples WRITE ORDERED BY insert_date,category_id;

Configure a compaction strategy

To change the compaction strategy for a table, use the PutTableMaintenanceConfiguration API through the AWS Command Line Interface (AWS CLI):

aws s3tables put-table-maintenance-configuration \
    --table-bucket-arn arn:aws:s3tables:us-east-1:111122223333:bucket/redshifticeberg \
    --type icebergCompaction \
    --namespace icebergsons3 \
    --name examples \
    --value '{"status":"enabled","settings":{"icebergCompaction":{"strategy":"sort"}}}'

To adjust the target file size (for example, to 256 MB):

aws s3tables put-table-maintenance-configuration \
    --table-bucket-arn arn:aws:s3tables:us-east-1:111122223333:bucket/redshifticeberg \
    --type icebergCompaction \
    --namespace icebergsons3 \
    --name examples \
    --value '{"status":"enabled","settings":{"icebergCompaction":{"targetFileSizeMB":256}}}'

Similar to the “sort” example, you can specify {"strategy":"z-order"} for z-order compaction.

For more detail on sort and z-order, see Improve Apache Iceberg query performance in Amazon S3 with sort and z-order compaction.

Snapshot management

S3 Tables manage snapshots automatically. By default, it keeps a minimum of 1 snapshot and expires snapshots older than 120 hours (5 days). The snapshot retention is customized by setting minSnapshotsToKeep and maxSnapshotAgeHours. After a snapshot reaches the expiration time you configured in your retention settings, S3 Tables marks objects that only that snapshot references as noncurrent and removes them based on the unreferenced file removal policy.

You can adjust these settings if your workload needs more snapshots for time-travel queries or longer retention:

aws s3tables put-table-maintenance-configuration \
    --table-bucket-arn arn:aws:s3tables:us-east-1:111122223333:bucket/redshifticeberg \
    --namespace icebergsons3 \
    --name examples \
    --type icebergSnapshotManagement \
    --value '{"status":"enabled","settings":{"icebergSnapshotManagement":{"minSnapshotsToKeep":10,"maxSnapshotAgeHours":2500}}}'

Keep in mind that retaining more snapshots increases storage costs. If a materialized view references an expired snapshot, Amazon Redshift falls back to a full recompute on the next refresh. Therefore, snapshot retention can directly affect your materialized view refresh behavior. Balance snapshot retention with your materialized view refresh frequency to avoid unnecessary full recomputes.

For more information, see Maintenance for tables in the Amazon S3 documentation.

Best practices

Choose the right access pattern for your users. Use IAM federation with SESSION credentials for new applications and interactive users. Reserve the IAM role approach for BI tools and extract, transform, and load (ETL) pipelines that can’t integrate with IAM federation directly. Plan to migrate database users to federated access over time.

Match compaction strategy to query patterns. Use sort compaction when your queries filter on a single column (such as date ranges). Use z-order when queries filter on two or more columns together. Stick with the auto default if your query patterns vary or you’re unsure.

Size materialized views for your refresh window. Materialized views that join large external tables with local tables take longer to refresh. If your data changes frequently, keep the materialized view focused on the specific aggregations your dashboards need rather than materializing entire tables.

Coordinate snapshot retention with materialized view refresh. If a materialized view references an expired Iceberg snapshot, Amazon Redshift performs a full recompute instead of an incremental refresh. Set your snapshot retention (maxSnapshotAgeHours) longer than your materialized view refresh interval.

Monitor compaction with AWS CloudTrail. S3 Tables logs compaction operations as CloudTrail management events. Track these to verify that compaction runs on schedule and to identify tables that might benefit from a different strategy.

Balance performance gains against storage costs. Materialized views store pre-computed results in Amazon Redshift, adding to your managed storage. Compaction reduces file counts, but z-order and sort compaction can increase overall storage because of data duplication across sort boundaries. Review your Amazon Redshift managed storage usage and S3 Tables storage metrics periodically to make sure the performance benefits justify the additional storage utilization.

Troubleshooting

Issue Resolution
“Permission denied” when creating the external schema Verify the IAM role has lakeformation:GetDataAccess permission. Confirm you associated the role with your Amazon Redshift cluster or workgroup. Also check that you granted the role access to the resource link database and its tables in Lake Formation.
“Schema not found” or “Database not found” errors Confirm the resource link name in Lake Formation matches the DATABASE value in your CREATE EXTERNAL SCHEMA statement. Verify the catalog ID format uses the pattern account_id:s3tablescatalog/bucket_name.
“Table not found” when querying through the external schema Check that Lake Formation permissions include table-level access, not just database-level. Verify the table exists in the S3 Tables catalog by querying it through the auto-mounted catalog first.
Materialized view refresh falls back to full recompute Check if the referenced Iceberg snapshot has expired. Increase maxSnapshotAgeHours in the snapshot management configuration. Verify that the base table hasn’t exceeded 4 million position deletes in a single data file. Compaction resolves this.
Queries on S3 Tables are slow after data loading Compaction runs on an automated schedule and may not have processed recent writes yet. Check CloudTrail for the latest compaction event. Verify the compaction strategy matches your query patterns. Switch from binpack to sort if you filter on specific columns.

Cleaning up

To avoid ongoing costs, remove the resources you created in this walkthrough:

-- Drop materialized views
DROP MATERIALIZED VIEW IF EXISTS mv_daily_category_summary;

-- Drop external schemas
DROP SCHEMA IF EXISTS s3tables_schema;

Also remove:

  • The IAM role (S3TableAccessRole) and its attached policies, if you created one for database users.
  • The Lake Formation resource link and associated permissions.
  • The S3 table bucket, if you no longer need the data.

Conclusion

In this post, we showed how to optimize S3 Tables queries from Amazon Redshift using three approaches: external schemas that simplify query syntax from three-part to two-part notation, making it easier for BI tools and end users to work with S3 Tables. We also covered materialized views for pre-computed analytical results that reduce repeated S3 scans, and S3 Tables compaction strategies tuned to your query patterns for more efficient file access.

For new applications, design your access layer with IAM federation and external schemas from the start. Use materialized views to accelerate repeated analytical queries that join S3 Tables with local Amazon Redshift data. Match your compaction strategy to how your team queries the data. Use sort compaction for date-range filters and z-order when queries filter on multiple columns at once. Furthermore, the same S3 tables you optimize here are also accessible from Amazon Athena, Amazon EMR, and third-party engines.

To learn more, see the Amazon S3 Tables documentation, Materialized views in Amazon Redshift, and S3 Tables maintenance. We welcome your feedback in the comments.

About the authors

Tom Romano

Tom Romano

Tom Romano is a Senior Solutions Architect for AWS World Wide Public Sector based in Tampa, FL. He works with GovTech customers to build solutions using serverless architectures, generative AI, and modern data and DevOps practices. In his free time, Tom flies remote control model airplanes and enjoys vacationing with his family around Florida and the Caribbean.

Satesh Sonti

Satesh Sonti

Satesh Sonti is a Principal Analytics Specialist Solutions Architect based out of Atlanta, specializing in building enterprise data platforms, data warehousing, and analytics solutions. He has over 20 years of experience in building data assets and leading complex data platform programs for banking and insurance clients across the globe.

Amazon Redshift introduces AWS Graviton-based RG instances with an integrated data lake query engine

Post Syndicated from Channy Yun (윤석찬) original https://aws.amazon.com/blogs/aws/amazon-redshift-introduces-aws-graviton-based-rg-instances-with-an-integrated-data-lake-query-engine/

Since 2013, Amazon Redshift has given the full power of a data warehouse in the cloud, at a fraction of the on-premises cost. Every architectural generation—from dense compute to Amazon RA3 instances, from provisioned to Amazon Redshift Serverless—has made each query cheaper, faster, and more efficient than the last.

For over a decade, as data volumes have grown and analytics requirements have evolved, organizations increasingly leverage both data warehouse tables for structured, frequently-accessed data and data lakes for cost-effective storage of diverse datasets. Add AI agents to the mix and they query your data warehouse at a scale that dwarfs typical human usage, leading to spiraling operational costs.

Amazon Redshift has doubled down on its core strengths to meet the demands of any workload — whether driven by humans or AI agents. For example, in March 2026, Amazon Redshift improved the performance of business intelligence (BI) dashboards and ETL workloads by speeding up new queries by up to 7 times. This significantly improves the response times of low-latency SQL queries, such as those used in near-real-time analytics applications, BI dashboards, ETL pipelines, and autonomous, goal-seeking AI agents.

Today, we’re announcing Amazon Redshift RG instances, a new instance family powered by AWS Graviton. RG instances deliver better performance, running data warehouse workloads up to 2.2x as fast as RA3 instances at 30% lower price per vCPU. Their integrated data lake query engine lets you run SQL analytics across your data warehouse and data lake from a single engine with performance up to 2.4x as fast as RA3 for Apache Iceberg and up to 1.5x as fast as RA3 for Apache Parquet. This blend of speed, cost efficiency, and an integrated data lake query engine makes Redshift RG instances well-suited to handle the high query volumes and low-latency requirements of today’s analytics and agentic AI workloads.

You can compare new RG instances and current RA3 instances:

Current RA3 Instance Recommended RG instance vCPU Memory (GB) Primary Use Case
ra3.xlplus rg.xlarge 4 32 Small cluster departmental analytics
ra3.4xlarge rg.4xlarge 12 → 16 (1.33:1) 96 GB → 128 GB (1.33:1) Standard production workloads, medium data volumes

This approach reduces total analytics costs for customers running combined data warehouse and data lake workloads, while simplifying operations through a single system for querying both warehouse tables and Amazon Simple Storage Service (Amazon S3) data lakes. We recommend using the AWS Pricing Calculator with your specific workload patterns to estimate savings.

Getting started with Amazon Redshift RG instances
You can launch new clusters or migrate existing clusters through the AWS Management Console, AWS Command Line Interface (AWS CLI), or AWS API. The integrated data lake query engine is enabled by default.

In the Amazon Redshift console, you can choose new RG instances when you create a cluster.

You can migrate previous-generation instances to RG instances with optimal paths based on your cluster configuration to estimate costs, validate compatibility, and automate execution.

  • Elastic Resize—in-place migration with 10-15 minutes downtime for compatible configurations
  • Snapshot and Restore—create a RG cluster from an RA3 snapshot. This is best for customers who want to make configuration changes during the migration

Your external tables, schemas, and query syntax—including existing Spectrum queries—remain unchanged. There is no need to recreate external tables or modify application code. To learn more, visit the Redshift Management Guide.

Amazon Redshift now executes data lake queries on cluster nodes—the same compute that processes data warehouse workloads. As a result, Amazon Redshift Spectrum is no longer required. Data lake queries stay within your VPC boundary, use existing IAM roles, and incur zero per-terabyte scanning charges. This removes the $5/TB Spectrum scanning fees that previously added to total Redshift costs.

Now available
Amazon Redshift RG instances are now available in the following AWS Regions: US East (N. Virginia, Ohio), US West (N. California, Oregon), Asia Pacific (Hong Kong, Hyderabad, Jakarta, Malaysia, Melbourne, Mumbai, Osaka, Seoul, Singapore, Sydney, Taiwan, Tokyo), Canada (Central), Europe (Frankfurt, Ireland, Milan, London, Paris, Spain, Stockholm), Middle East (UAE), and South America (São Paulo). For Regional availability and a future roadmap, visit the AWS Capabilities by Region. For Redshift Provisioned, you can select On-Demand Instances with hourly billing and no commitments or choose Reserved Instances for cost savings. To learn more, visit the Amazon Redshift Pricing page.

Give RG instances a try in the Redshift console and send feedback to AWS re:Post for Amazon Redshift or through your usual AWS Support contacts.

— Channy

How to use streamlined permissions for Amazon S3 Tables and Iceberg materialized views

Post Syndicated from Srividya Parthasarathy original https://aws.amazon.com/blogs/big-data/how-to-use-streamlined-permissions-for-amazon-s3-tables-and-iceberg-materialized-views/

Apache Iceberg has emerged as the open table format for data lakes. It handles petabyte-scale datasets, lets teams evolve schemas and partitions in place, and supports time travel and incremental processing for data lake management at scale. Amazon S3 Tables provide a fully managed Apache Iceberg table experience in Amazon S3, optimized for analytics workloads, and integrate with the AWS Glue Data Catalog so AWS analytics services such as Amazon Redshift, Amazon EMR, Amazon Athena, Amazon SageMaker, and AWS Glue query your data. Together, they form the foundation of a modern data lake architecture on AWS.

S3 Tables integrate with the AWS Glue Data Catalog using AWS Identity and Access Management (IAM) – based authorization. If you manage analytics workloads across these services, you can now define permissions across storage, catalog, and compute in a single IAM policy. This gives teams already using IAM a straightforward path to govern access to S3 Tables resources without changing their existing permission model. For fine-grained access controls, you can opt in to AWS Lake Formation at any time through the AWS Management Console, AWS Command Line Interface (AWS CLI), API, or AWS CloudFormation.

Iceberg materialized views created in the Glue Data Catalog extend this foundation by letting you store pre-computed query results as Iceberg data on Amazon S3. When a query repeats aggregations or joins across large datasets, the engine reads directly from the materialized view’s S3 location rather than reprocessing the base tables. A materialized view can reside in S3 Tables or in an S3 general purpose bucket, independent of where its base tables live, which lets you place pre-computed results wherever fits your access patterns and cost model best.

In this post, we walk through how to set up and manage S3 Tables in the AWS Glue Data Catalog, create and query Iceberg materialized views, and configure access controls that work across your analytics stack with IAM-based authorization.

 Solution overview

Architecture diagram showing AWS Glue Data Catalog integration with Amazon Athena, AWS Glue, Amazon Redshift, and Amazon EMR through IAM roles and policies, with Amazon S3 storage and optional AWS Lake Formation governance.

The above architecture illustrates how S3 Tables integrate with AWS Glue Data Catalog using IAM-based authorization, so you can define the necessary permissions across storage, catalog, and query engines in a single IAM policy. This permission model accelerates onboarding for new teams and workloads.

Key architecture components include:

Storage Layer: Data stored as Iceberg tables in Amazon S3 Tables

Catalog Layer: AWS Glue Data Catalog serves as the single metadata repository.

Compute Layer – Amazon Athena, AWS Glue, Amazon Redshift, and Amazon EMR connect to a single data Catalog to access Iceberg tables.

Security: AWS IAM authorizes access to resources in storage, catalog, and compute layers.

Prerequisites:

To follow along with this post, you must have an AWS account and an IAM role or user with appropriate permissions and familiarity to the following services:

  • IAM
  • AWS Glue Data Catalog
  • Amazon S3
  • Amazon Athena
  • Amazon Redshift
  • Amazon EMR

For the minimum permissions required for the role/user for metadata and data access, refer to required IAM permissions documentation.

Solution walkthrough

In this walkthrough, you will integrate S3 Tables with the AWS Glue Data Catalog, create Iceberg materialized views, and query data using multiple analytics engines. You will also learn to use materialized views when you have complex aggregations queried frequently but underlying data changes. You can follow these steps to implement the solution. It will take about 45–60 minutes to complete this walkthrough.

Setup S3 Tables and integrate with Glue Data Catalog

Navigate to Amazon S3 console:

  1. On the left menu, select Table buckets.
  2. Choose the Create table bucket button.

Amazon S3 console showing the Table buckets management page in the US West (N. California) us-west-1 Region with zero table buckets, integration status disabled, and the Create table bucket button highlighted.

  1. In the next screen, we will fill the name of the bucket as salesbucket. Please ensure the Enable Integration configuration is checked. This step integrates S3 Tables with AWS Glue Data Catalog.

AWS S3 Create table bucket form with General configuration showing bucket name "salesbucket" and Integration with AWS analytics services section with Enable integration checkbox selected.

  1. Keep the other options as default and choose Create table bucket.
  2. After it is created, you will be redirected back to the list of table buckets. Choose the table bucket salesbucket.
  3. Select the Create table with Athena button.
  4. Create a namespace in S3 Tables which is equivalent to a database in AWS Glue Data Catalog. Enter namespace (database) name as “sales” and click Create namespace.

Create table with Athena dialog in the Amazon S3 salesbucket console showing namespace configuration with "Create a namespace" selected and namespace name set to "sales."

  1. Choose Create table with Athena, and a new tab will be open with the Amazon Athena console.
  2. When the Amazon Athena console opens, you will see an example of a query to create a table and examples to insert rows in that table. You could use this query block by uncommenting the code and executing each statement individually by highlighting it. At the end, you will have data in the table.

Amazon Athena query editor showing a SQL analytics query on the daily_sales table with results displaying product categories, units sold, total revenue, and average price for February 2024 sales data.

Query S3 Tables and create materialized view using Amazon EMR:

To run the instruction on Amazon EMR, complete the following steps to configure the cluster:

  1. Create an IAM role for the Amazon EMR instance profile following the Amazon EMR Management Guide. Add the following as policies and trust relationship for working on materialized views.

Replace ACCOUNT_ID with your AWS account ID, Instance_profile_role to the Amazon EMR instance profile role, and REGION with your AWS Region.

{
   "Version":"2012-10-17",
   "Statement":[
      {
         "Sid":"GlueDataCatalogPermissions",
         "Effect":"Allow",
         "Action":[
            "glue:GetCatalog",
            "glue:GetDatabase",
            "glue:CreateTable",
            "glue:GetTable",
            "glue:GetTables",
            "glue:UpdateTable",
            "glue:DeleteTable"
         ],
         "Resource":[
            "arn:aws:glue:<REGION>:<ACCOUNT ID>:catalog",
            "arn:aws:glue:<REGION>:<ACCOUNT ID>:catalog/s3tablescatalog",
            "arn:aws:glue:<REGION>:<ACCOUNT ID>:catalog/s3tablescatalog/*",
            "arn:aws:glue:<REGION>:<ACCOUNT ID>:database/salesdb",
            "arn:aws:glue:<REGION>:<ACCOUNT ID>:database/salesdb/*",
            "arn:aws:glue:<REGION>:<ACCOUNT ID>:database/s3tablescatalog",
            "arn:aws:glue:<REGION>:<ACCOUNT ID>:database/s3tablescatalog/*",
            "arn:aws:glue:<REGION>:<ACCOUNT ID>:table/s3tablescatalog/*",
            "arn:aws:glue:<REGION>:<ACCOUNT ID>:table/*/*"
         ]
      },
      {
         "Sid":"S3TablesDataAccessPermissions",
         "Effect":"Allow",
         "Action":[
            "s3tables:GetTableBucket",
            "s3tables:GetNamespace",
            "s3tables:GetTable",
            "s3tables:GetTableMetadataLocation",
            "s3tables:GetTableData",
            "s3tables:ListTableBuckets",
            "s3tables:CreateTable",
            "s3tables:PutTableData",
            "s3tables:UpdateTableMetadataLocation",
            "s3tables:ListNamespaces",
            "s3tables:ListTables",
            "s3tables:DeleteTable"
         ],
         "Resource":[
            "arn:aws:s3tables:<REGION>:<ACCOUNT ID>:bucket/*"
         ]
      },
      {
         "Effect":"Allow",
         "Action":"iam:PassRole",
         "Resource":"arn:aws:iam::<ACCOUNT ID>:role/service-role/<Instance_profile_role>"
      }
   ]
}

Add the following to the trust policy in addition to existing:

 {
            "Sid": "",
            "Effect": "Allow",
            "Principal": {
                "Service": "glue.amazonaws.com"
            },
            "Action": "sts:AssumeRole"
        }
  1. Launch an Amazon EMR cluster 7.12.0 or higher with instance profile role created in the previous step and with Iceberg enabled. For more information, refer to Use an Iceberg cluster with Spark.
  2. Connect to the primary node of your Amazon EMR cluster by using SSH, and run the following command to start a Spark application with the required configurations:

Replace bucket_name with your bucket name.

spark-sql \
  --conf spark.sql.extensions=org.apache.iceberg.spark.extensions.IcebergSparkSessionExtensions \
  --conf spark.sql.catalog.glue_catalog=org.apache.iceberg.spark.SparkCatalog \
  --conf spark.sql.catalog.glue_catalog.type=glue \
  --conf spark.sql.catalog.glue_catalog.warehouse=s3://<bucket_name> \
  --conf spark.sql.catalog.glue_catalog.glue.region=<region> \
  --conf spark.sql.catalog.glue_catalog.glue.id=<accountid>:s3tablescatalog/salesbucket \
  --conf spark.sql.catalog.glue_catalog.glue.account-id=<accountid> \
  --conf spark.sql.catalog.glue_catalog.client.region=<region> \
  --conf spark.sql.optimizer.answerQueriesWithMVs.enabled=true \
  --conf spark.sql.defaultCatalog=glue_catalog
  1. Run the following queries to query the daily_sales table.
spark-sql ()> use sales;
spark-sql (sales)> select * from daily_sales;
2024-01-15 Laptop 900.0
2024-01-15 Monitor 250.0
2024-01-16 Laptop 1350.0
2024-02-01 Monitor 300.0
2024-02-01 Keyboard 60.0
2024-02-02 Mouse 25.0
2024-02-02 Laptop 1050.0
2024-02-03 Laptop 1200.0
2024-02-03 Monitor 375.0
  1. Create Materialized view.
CREATE MATERIALIZED VIEW sales_mv as 
SELECT 
    product_category,
    COUNT(*) as units_sold,
    SUM(sales_amount) as total_revenue, 
    AVG(sales_amount) as average_price 
FROM 
    glue_catalog.sales.daily_sales 
GROUP BY 
    product_category;

A newly created materialized view is populated with the initial query results but does not update automatically as base table data changes. To keep it current, specify a REFRESH EVERY clause when creating the view. This accepts a time interval and unit, so you can define how often the materialized view is recomputed from the base tables.

  1. Add refresh interval.
CREATE MATERIALIZED VIEW sales_mv 
SCHEDULE REFRESH EVERY 2 HOURS as 
SELECT 
    product_category,
    COUNT(*) as units_sold,
    SUM(sales_amount) as total_revenue, 
    AVG(sales_amount) as average_price 
FROM 
    glue_catalog.sales.daily_sales 
GROUP BY 
    product_category;
  1. Alternatively, you can refresh them manually.

For manual full refresh, you can use the following command:

REFRESH MATERIALIZED VIEW sales_mv FULL;

For manual incremental refresh, you can use the following command:

REFRESH MATERIALIZED VIEW sales_mv;

For more details, refer to Refreshing materialized views.

  1. Query the MV.
spark-sql (sales)> select * from sales_mv
Keyboard 1 60.0 60.0
Laptop 4 4500.0 1125.0
Mouse 1 25.0 25.0
Monitor 3 925.0 308.3333333333333

After the Iceberg materialized views are created, you can access them using IAM principals that have required IAM permissions to Glue Data Catalog resource and its underlying storage.

Iceberg materialized views are flexible in how they combine base tables and access control modes. Base tables can reside in S3 general-purpose buckets (with IAM or Lake Formation access control), in S3 Tables (through the s3tablescatalog catalog), or a combination of these—all within a single materialized view definition. The materialized view itself can use either IAM or AWS Lake Formation access control, independently of its base tables.

For more details, refer to How materialized views work with AWS Glue.

Query using Athena:

Additionally, you can query the same materialized view from Athena SQL. The following image shows the same query run on Athena and the resulting output.Amazon Athena query editor showing SELECT query results from the sales_mv materialized view with product category aggregations including Keyboard and Laptop sales data.

Query using Amazon Redshift:

To query the S3 Tables in AWS Glue Data Catalog using Amazon Redshift, you must create a database in the default catalog in Glue Data Catalog that points to the S3 Tables catalog.

  1. On the AWS Glue console, choose Databases, and then choose Add Database.

AWS Glue Data Catalog Databases page showing one default database in catalog 466053964652, with the Add database button highlighted.

  1. Choose the Glue Database resource link option, add a name for the database, choose salesbucket on the target catalog and sales as the target database. Then select Create database.

AWS Glue Create a database form with Glue Database Resource Link selected, name set to "salesdb," target catalog "salesbucket," and target database "sales."

After creating the database, we will see the “salesdb” resource link under Databases on AWS Glue Data Catalog.

AWS Glue Data Catalog Databases page showing two databases: "default" and the newly created "salesdb" resource link with source catalog pointing to s3tablescatalog.

Create IAM role with the following policy for the Amazon Redshift schema creation. Replace the AWS Region and account ID for your account.

{
   "Version":"2012-10-17",
   "Statement":[
      {
         "Sid":"GlueDataCatalogPermissions",
         "Effect":"Allow",
         "Action":[
            "glue:GetCatalog",
            "glue:GetDatabase",
            "glue:CreateTable",
            "glue:GetTable",
            "glue:GetTables",
            "glue:UpdateTable",
            "glue:DeleteTable"
         ],
         "Resource":[
            "arn:aws:glue:<REGION>:<ACCOUNTID>:catalog",
            "arn:aws:glue:<REGION>:<ACCOUNTID>:catalog/s3tablescatalog",
            "arn:aws:glue:<REGION>:<ACCOUNTID>:catalog/s3tablescatalog/*",
            "arn:aws:glue:<REGION>:<ACCOUNTID>:database/salesdb",
            "arn:aws:glue:<REGION>:<ACCOUNTID>:database/salesdb/*",
            "arn:aws:glue:<REGION>:<ACCOUNTID>:database/s3tablescatalog",
            "arn:aws:glue:<REGION>:<ACCOUNTID>:database/s3tablescatalog/*",
            "arn:aws:glue:<REGION>:<ACCOUNTID>:table/s3tablescatalog/*",
            "arn:aws:glue:<REGION>:<ACCOUNTID>:table/*/*"
         ]
      },
      {
         "Sid":"S3TablesDataAccessPermissions",
         "Effect":"Allow",
         "Action":[
            "s3tables:GetTableBucket",
            "s3tables:GetNamespace",
            "s3tables:GetTable",
            "s3tables:GetTableMetadataLocation",
            "s3tables:GetTableData",
            "s3tables:ListTableBuckets",
            "s3tables:CreateTable",
            "s3tables:PutTableData",
            "s3tables:UpdateTableMetadataLocation",
            "s3tables:ListNamespaces",
            "s3tables:ListTables",
            "s3tables:DeleteTable"
         ],
         "Resource":[
            "arn:aws:s3tables:<REGION>:<ACCOUNTID>:bucket/*"
         ]
      }
   ]
}

Create an Amazon Redshift provisioned cluster or Amazon Redshift Serverless, attaching the IAM role created in previous step.

To access the AWS Glue Catalog and the resource link, you can now log in to Amazon Redshift as a local user. We use the admin user and Amazon Redshift Query Editor v2.

Amazon Redshift Query Editor v2 interface connected to Serverless workgroup "s3tablesblog" showing 2 native databases and 1 external database with an empty query editor ready for input.

To create the external schema, you must run the following command: Replace ACCOUNT_ID with your AWS Account ID, IAM_ROLE to IAM role created for schema access, and REGION with your AWS Region.

CREATE EXTERNAL SCHEMA salesdb
FROM DATA CATALOG DATABASE 'salesdb'
IAM_ROLE 'arn:aws:iam::<ACCOUNT_ID>:role/<IAM_ROLE>'
REGION '<REGION>'
CATALOG_ID '<ACCOUNT_ID>';

After you have created the external schema, it will show up on the left side, under the dev database. The table that we created, daily_sales, is available and we can query directly from Amazon Redshift using a local user.

Amazon Redshift Query Editor v2 showing a SELECT query on the daily_sales table in the salesdb schema with 9 rows of results displaying sale dates, product categories, and sales amounts from January–February 2024.

Cleanup:

After completing the walkthrough, follow these steps to remove the resources and avoid ongoing charges. These cleanup steps will permanently delete the data, including the daily_sales table and sales_mv materialized view. Make sure that you have backed up the data that you need to retain before proceeding.

To avoid incurring future charges, clean up the resources that you created during this walkthrough:

  • Remove the Glue Data Catalog resources
  • Delete the table bucket
  • Terminate and Delete the Amazon Redshift cluster
  • Terminate and Delete the Amazon EMR cluster
  • Delete the IAM roles/policies created

Conclusion

Amazon S3 Tables now integrate with AWS Glue Data Catalog through IAM-based authorization via a single IAM policy. By consolidating permissions for storage, catalog, and query engines into one IAM policy, you can streamline authorization with AWS analytics services like Amazon Athena, Amazon EMR, and AWS Glue. You can use this streamlined IAM authorization model to build your data lake faster while maintaining enterprise-grade security. For organizations with additionally granular data access requirements, AWS Lake Formation remains available to layer fine-grained access controls on top of this foundation. This is configurable through the AWS Management Console, CLI, API, or CloudFormation. This integration allows AWS analytics users to use IAM and scale their analytics capabilities with reduced operational complexity.

To learn more about to S3 Tables and integration with Glue Data catalog, visit: Amazon S3 Tables integration with AWS analytics services overview and Integrating with Amazon S3 Tables.


About the authors

Ricardo Serafim

Ricardo is a Senior Analytics Specialist Solutions Architect at AWS. He has been helping companies with Data Warehouse solutions since 2007.

Milind Oke

Milind is a Data Warehouse Specialist Solutions Architect based out of New York. He has been building data warehouse solutions for over 15 years and specializes in Amazon Redshift.

Pratik Das

Pratik is a Senior Product Manager with AWS Lake Formation. He is passionate about all things data and works with customers to understand their requirements and build delightful experiences. He has a background in building data-driven solutions and machine learning systems.

Srividya Parthasarathy

Srividya is a Senior Big Data Architect on the AWS Lake Formation team. She works with the product team and customers to build robust features and solutions for their analytical data platform. She enjoys building data mesh solutions and sharing them with the community.

Securely connecting on-premises data systems to Amazon Redshift with IAM Roles Anywhere

Post Syndicated from Zainab Syeda original https://aws.amazon.com/blogs/big-data/securely-connecting-on-premises-data-systems-to-amazon-redshift-with-iam-roles-anywhere/

Securely connecting on-premises data systems to Amazon Redshift requires removing static credentials while preserving seamless access for your data teams. This solution extends connectivity from your on-premises data centers to Amazon Redshift by using short-lived, auditable credentials. All traffic remains within trusted, private channels.

Developers and data engineers need a process to run ingestion pipelines, Extract, Transform, Load (ETL) jobs, and analytics queries without managing static credentials or complex authentication flows. You can use AWS Identity and Access Management (IAM) Roles Anywhere to obtain temporary security credentials in IAM. This service extends the short-term credential model of AWS beyond the cloud and allows on-premises workloads to authenticate with IAM using X.509 certificates from an existing certificate authority. This approach removes static IAM access keys and applies least-privilege access through IAM policies. Every request is recorded in AWS CloudTrail. Paired with private Domain Name System (DNS) and Amazon Virtual Private Cloud (Amazon VPC) endpoints for Amazon Redshift, it keeps authentication and data flows inside private networks without traversing the public internet.

In this post, you will learn how to use AWS IAM Roles Anywhere with Amazon Redshift for secure, private connections. This removes the need to expose traffic to the public internet or manage long-lived access keys.

The challenge

Organizations connecting on-premises data systems to Amazon Redshift typically choose from several established security patterns, each with tradeoffs in risk, complexity, and operational overhead. Static IAM access keys are straightforward to adopt but require ongoing rotation, secure distribution, and storage across systems. Their long-lived nature increases the impact of accidental exposure in code, configuration files, or logs. Shared database or service credentials can streamline setup but often reduce auditability, weaken least-privilege controls, and create accountability challenges across teams. VPN or private network connections improve network isolation, yet they still require strong application-layer authentication and add infrastructure management burdens. Custom secret-management or credential-brokering solutions can reduce reliance on long-lived credentials, but they introduce additional components that must be built, integrated, and maintained. As organizations scale, these patterns often force tradeoffs between strong security controls and the developer productivity needed to build and operate data pipelines efficiently.

Solution overview

The solution integrates on-premises workloads with Amazon Redshift using IAM Roles Anywhere and the built-in IAM authentication of Amazon Redshift. The core idea is that on-premises workloads use X.509 certificates to obtain short-term IAM credentials, then exchange them for temporary Amazon Redshift database credentials. Both provisioned clusters and serverless workgroups are supported. The architecture consists of these main components:

  • Amazon Redshift Service Endpoint – Handles secure API calls such as GetClusterCredentials, GetCredentials, and GetClusterCredentialsWithIAM. The on-premises workload uses these API endpoints to request temporary database credentials.
  • Amazon Redshift Cluster Endpoint – Provides the connection point for database operations on provisioned Amazon Redshift clusters. After obtaining temporary credentials, applications and tools like JDBC/ODBC drivers or psql connect to the cluster endpoint. They use this connection to execute SQL queries, load data, and perform analytics tasks.
  • Amazon Redshift Serverless Workgroup Endpoint – Serves the same function as the cluster endpoint but for serverless deployments. After temporary credentials are retrieved through the GetCredentials API, applications connect to this endpoint using standard database drivers (JDBC/ODBC) or command line tools like psql to run queries and load data.
  • Certificate authority – For this post, we use AWS Private Certificate Authority (AWS Private CA) as the certificate authority (CA) source. Alternatively, you can integrate with an external CA. For more details, see IAM Roles Anywhere with an external certificate authority.
  • X.509 Certificate – We use a sample private certificate stored in AWS Certificate Manager (ACM) and issued by AWS Private CA.
  • IAM Roles Anywhere – Issues short-term AWS credentials to on-premises processes based on X.509 certificates from an organization’s certificate authority. These temporary credentials allow the workload to assume an IAM role that grants access to Amazon Redshift APIs.

To retrieve temporary credentials using IAM Role Anywhere, we use the credential_process parameter in AWS Command Line Interface (AWS CLI) profile configurations to trigger an external process that generates or retrieves credentials. This post uses X.509 certificates to authenticate and return temporary IAM credentials through IAM Roles Anywhere. The AWS IAM Roles Anywhere Credential Helper is executed to handle the signing process for the CreateSession API, returning credentials in a JSON format that applications and tools can consume.

Amazon Redshift provides several APIs that work together to support temporary, IAM-based authentication for different deployment scenarios. When connecting to a provisioned Amazon Redshift cluster, applications typically use the GetClusterCredentials API, which returns short-term database credentials tied to an IAM role’s permissions. For organizations with fully IAM-managed identities, GetClusterCredentialsWithIAM streamlines this process by automatically mapping the IAM identity to a database user, removing the need to specify usernames manually. In serverless deployments, the GetCredentials API performs the same function, issuing temporary credentials for Amazon Redshift Serverless workgroups based on IAM permissions. Collectively, these APIs keep static credentials from being stored or distributed while offering flexible integration paths for both provisioned and serverless Amazon Redshift architectures.

Flow overview

An on-premises ETL job begins by initiating a request and authenticates with AWS using IAM Roles Anywhere to assume an IAM role securely. After obtaining temporary security credentials, the workload calls the Amazon Redshift service endpoint to execute the GetClusterCredentials API, which returns short-term database credentials. These credentials allow the workload to connect to the Amazon Redshift cluster endpoint through a VPC endpoint. This enables running SQL queries or loading data into the cluster as part of the ETL process.

Prerequisites

You must have the following prerequisites to follow along with this post.

AWS account requirements

  • An AWS account with permissions to deploy AWS CloudFormation templates.
  • Access to AWS CloudShell for exporting a sample private certificate that we create using AWS CloudFormation in a later step.

Remote environment

Network Connectivity requirements

Deploy AWS resources with AWS CloudFormation

  1. Navigate to the AWS CloudFormation console.
  2. Choose Create Stack.
  3. Download the redshift-iamra-template template.
  4. For Specify template, choose Upload a template file and upload redshift-iamra-template.
  5. Choose Next.
  6. Enter a unique name for Stack name. The default value is redshift-test.
  7. Configure the stack parameters. The following table provides default values.
Parameter name Default value Description
VPCCIDR 10.0.0.0/16 CIDR block for the VPC
PrivateSubnet1CIDR 10.0.1.0/24 CIDR block for the first private subnet
PrivateSubnet2CIDR 10.0.2.0/24 CIDR block for the second private subnet
CACommonName redshift-ca.example.com Common Name for the Certificate
CAOrganization Example Corp Organization for the Certificate Authority
CACountry US Country for the Certificate Authority
CAValidityInDays 1826 Validity period in days for the CA Certificate (5 years)
RedshiftClusterIdentifier my-redshift-cluster Identifier for the Amazon Redshift cluster
RedshiftDatabaseName dev Name of the initial database in the Amazon Redshift cluster
RedshiftMasterUsername admin Main username for the Amazon Redshift cluster
RedshiftNodeType ra3.xlplus Node type for the Amazon Redshift cluster
ServerlessNamespace my-serverless-namespace Namespace identifier for Amazon Redshift Serverless
ServerlessWorkgroup my-serverless-workgroup Workgroup identifier for Amazon Redshift Serverless
  1. Select the acknowledgement checkbox and choose Create Stack. Stack deployment takes about 10 minutes to complete.
  1. When stack creation is complete, navigate to the Outputs tab on the AWS CloudFormation console and note down the values for the resources that the stack created.

The following table shows a summarized view of the output values.

Output Description Example value
CertificateAuthorityArn Amazon Resource Name (ARN) of the Private Certificate Authority arn:aws:acm-pca:aa-example-1:111122223333:certificate-authority/a1b2c3d4-5678-90ab-cdef-EXAMPLE22222
ClientCertificateArn ARN of the sample client certificate arn:aws:acm:aa-example-1:111122223333:certificate/a1b2c3d4-5678-90ab-cdef-EXAMPLE11111
ProfileArn ARN of the IAM Roles Anywhere profile arn:aws:rolesanywhere:aa-example-1:111122223333:profile/a1b2c3d4-5678-90ab-cdef-EXAMPLE44444
RedshiftAccessRoleArn ARN of the Amazon Redshift Access role arn:aws:iam::1222345677:role/Redshift-test-RedshiftAccessRole
TrustAnchorArn ARN of the IAM Roles Anywhere profile. You will use this value for configuring credential_process for IAM Roles Anywhere in a later step. arn:aws:rolesanywhere:aa-example-1:111122223333:trust-anchor/a1b2c3d4-5678-90ab-cdef-EXAMPLE33333
RedshiftClusterEndpoint Private endpoint of the Amazon Redshift Cluster my-redshift-cluster-123456789012.aa-example-1.redshift.amazonaws.com
RedshiftClusterPort Port of the Amazon Redshift Cluster 5439
ServerlessWorkgroupEndpoint Private endpoint of Amazon Redshift Serverless Workgroup my-serverless-workgroup-123456789012.aa-example-1.redshift.serverless.amazonaws.com

Export a sample private certificate using CloudShell

To export a sample private certificate using CloudShell, complete the following steps.

  1. Open CloudShell. For more details, see Navigating the AWS CloudShell interface.
  2. Export the certificate ARN from the CloudFormation outputs. If you changed the stack name in the previous step, use that value for <stack-name>. Otherwise, use the default value redshift-public-iam-roles-anywhere.
export CERT_ARN=$(aws cloudformation describe-stacks \
    --stack-name <stack-name> \
    --query 'Stacks[0].Outputs[?OutputKey==`ClientCertificateArn`].OutputValue' \
    --output text)
  1. Extract the certificate and private key files:
# Generate and save the passphrase
export PASSPHRASE=$(openssl rand -base64 32)
# Export certificate using environment variables
aws acm export-certificate \
    --certificate-arn $CERT_ARN \
    --passphrase $(echo -n "$PASSPHRASE" | base64) \
    > cert_export.json
# Extract components to separate files
jq -r '.Certificate' cert_export.json > certificate.pem
jq -r '.PrivateKey' cert_export.json > encrypted_private_key.pem
# Decrypt the private key
openssl rsa -in encrypted_private_key.pem -out private_key.pem -passin pass:"$PASSPHRASE"
# Clear environment variables
unset PASSPHRASE CERT_ARN
  1. Download the extracted certificate and private key files from CloudShell:
/home/cloudshell-user/certificate.pem
/home/cloudshell-user/private_key.pem
  1. Secure the private key on your local workstation.

After downloading the files, restrict file permissions to prevent unauthorized access:

chmod 400 private_key.pem chmod 400 certificate.pem

For production workloads, consider storing private keys in your operating system’s keychain (macOS Keychain, Windows Certificate Store), a hardware security module (HSM), or a secrets management tool rather than as files on disk.

Configure an AWS CLI profile

These are the steps to configure an AWS CLI profile on your system:

  1. Store the downloaded certificate and private key to your environment. For an automated approach to generate and rotate certificates, see Set up AWS Private Certificate Authority to issue certificates for use with IAM Roles Anywhere.
  2. Create a new profile named onprem-redshift. This invokes the credential process. Replace the placeholders with your specific values. Find the values for trusted-anchor-arn, profile-arn, and role-arn in your CloudFormation stack outputs.
aws configure set profile.onprem-redshift.credential_process "</path/to/aws_signing_helper> credential-process \
      --certificate </path/to/certificate.pem> \
      --private-key </path/to/private_key.pem> \
      --trust-anchor-arn <trusted-anchor-arn> \
      --profile-arn <profile-arn> \
      --role-arn < role-arn>"
  1. Verify your configuration. Open the ~/.aws/config file and confirm that it contains a profile.
[profile onprem-redshift]
credential_process = </path/to/aws_signing_helper> credential-process       
--certificate </path/to/certificate.pem>       
--private-key </path/to/private_key.pem>       
--trust-anchor-arn <trusted-anchor-arn>       
--profile-arn <profile-arn>       
--role-arn <role-arn>

Test the solution

Follow these steps to validate your setup for provisioned clusters to confirm end-to-end connectivity:

  1. Verify network connectivity

Before testing authentication, confirm that your on-premises environment can reach the Amazon Redshift cluster endpoint:

telnet my-redshift-cluster.abc123.us-east-1.redshift.amazonaws.com 5439

If the connection succeeds, you should see a response indicating the port is open. If it fails, verify your VPN/Direct Connect configuration and security group rules.

  1. Create database user

If you haven’t already created a user, connect to your Amazon Redshift as the main user and create a dedicated user for testing:

CREATE USER analytics_user PASSWORD '[PASSWORD]';

  1. Retrieve Amazon Redshift database credentials

With the configuration in place, request temporary database credentials from Amazon Redshift:

aws redshift get-cluster-credentials \
  --db-user analytics_user \
  --cluster-identifier my-redshift-cluster \
  --region us-east-1 \
  --profile onprem-redshift

This call returns a short-lived username and password that’s valid for connecting to the cluster. By default, the temporary credentials expire in 900 seconds. You can optionally specify a duration between 900–3600 seconds (15–60 minutes).

  1. Connect using JDBC/ODBC or psql

Use the issued credentials in your connection string. For JDBC:

jdbc:redshift://my-redshift-cluster.abc123.redshift.amazonaws.com:5439/dev?ssl=true&UID=analytics_user&PWD=<temporary_password>

For psql:

PGPASSWORD=<temporary_password> psql \
  -h my-redshift-cluster.abc123.redshift.amazonaws.com \
  -p 5439 \
  -U analytics_user \
  -d dev \
  --set=sslmode=verify-full

Validate and monitor

  • Test authentication flows end-to-end using your ETL jobs.
  • Review AWS CloudTrail logs to validate. It records role assumptions and Amazon Redshift API calls.
  • Monitor session expiration to help workloads handle credential refresh seamlessly.

Testing end-to-end connectivity for Amazon Redshift Serverless

The testing process for Amazon Redshift Serverless follows a similar pattern to provisioned clusters, with minor differences in the API calls and connection parameters. These steps validate connectivity to your serverless workgroup.

  1. Verify network connectivity

telnet my-serverless-workgroup.abc123.us-east-1.redshift.amazonaws.com 5439

  1. Retrieve Amazon Redshift Serverless database credentials
aws redshift-serverless get-credentials \
  --workgroup-name my-serverless-workgroup \
  --db-name dev \
  --region us-east-1 \
  --profile onprem-redshift
  1. Connect using JDBC/ODBC or psql
PGPASSWORD="<password_from_get_credentials>" psql \
  -h my-serverless-workgroup.abc12.us-east-1.redshift-serverless.amazonaws.com \
  -p 5439 \
  -U "IAMR:Redshift-IAMRA-RedshiftAccessRole" \
  -d dev \
  --set=sslmode=verify-full

Clean up

To avoid future charges, remove the deployed resources:

  1. Delete the CloudFormation stack.
  2. Remove the generated files from CloudShell:

rm cert_export.json encrypted_private_key.pem certificate.pem private_key.pem

Conclusion

In this post, we showed how to implement IAM Roles Anywhere with Amazon Redshift so that enterprises can securely connect on-premises data systems to their cloud data warehouse without relying on static credentials or public internet access. This architecture provides short-lived, auditable credentials, integrates with existing certificate authorities, and helps ensure authentication and data flows remain private and trusted.

With this approach, data engineers and developers can run ingestion pipelines, ETL jobs, and analytics queries, while security teams maintain full control through IAM governance and CloudTrail auditing. You can remove manual credential rotation tasks, allow your data engineers to connect to Amazon Redshift without managing static keys, and achieve complete audit trails through CloudTrail integration for your hybrid analytics environments.

To get started, deploy the solution using the CloudFormation template and follow the steps in this post. To learn more about the services used, see the following resources:


About the authors

Kanwar Bajwa is a Principal Enterprise Account Engineer at AWS who works with customers to optimize their use of AWS services and achieve their business objectives.

Xiaoxue Xu is a Solutions Architect for AWS based in Toronto. She primarily works with Financial Services customers to help secure their workload and design scalable solutions on the AWS Cloud.

Zainab Syeda is a Technical Account Manager at Amazon Web Services in Toronto. She works with customers in the Financial Services segment, helping them leverage cloud-native solutions at scale.

Getting started with Apache Iceberg write support in Amazon Redshift – Part 2

Post Syndicated from Sanket Hase original https://aws.amazon.com/blogs/big-data/getting-started-with-apache-iceberg-write-support-in-amazon-redshift-part-2/

In Getting started with Apache Iceberg write support in Amazon Redshift – part 1, you learned how to create Apache Iceberg tables and write data directly from Amazon Redshift to your data lake. You set up external schemas, created tables in both Amazon Simple Storage Service (Amazon S3) and S3 Tables, and performed INSERT operations while maintaining ACID (Atomicity, Consistency, Isolation, Durability) compliance.

Amazon Redshift now supports DELETE, UPDATE, and MERGE operations for Apache Iceberg tables stored in Amazon S3 and Amazon S3 table buckets. With these operations, you can modify data at the row level, implement upsert patterns, and manage the data lifecycle while maintaining transactional consistency using familiar SQL syntax. You can run complex transformations in Amazon Redshift and write results to Apache Iceberg tables that other analytics engines like Amazon EMR or Amazon Athena can immediately query.

In this post, you work with customer and orders datasets that were created and used in the previously mentioned post to demonstrate these capabilities in a data synchronization scenario.

Solution overview

This solution demonstrates DELETE, UPDATE, and MERGE operations for Apache Iceberg tables in Amazon Redshift using a common data synchronization pattern: maintaining customer records and orders data across staging and production tables. The workflow includes three key operations:

  • DELETE – Remove customer records based on opt-out requests
  • UPDATE – Modify existing customer information
  • MERGE – Synchronize order data between staging and production tables using upsert patterns
Figure : solution overview

Figure 1: solution overview

The solution uses a staging table (orders_stg) stored in an S3 table bucket for incoming data and reference tables (customer_opt_out) in Amazon Redshift for managing data lifecycle operations. With this architecture, you can process changes efficiently while maintaining ACID compliance across both storage types.

Prerequisites

For this walkthrough, you should have completed the setup steps from Getting started with Apache Iceberg write support in Amazon Redshift – part 1, including:

  • Create an Amazon Redshift data warehouse (provisioned or Serverless)
  • Set up the required IAM role (RedshifticebergRole) with appropriate permissions
  • Create an Amazon S3 bucket and S3 Table bucket
  • Configure AWS Glue Data Catalog database and setting up access
  • Set up AWS Lake Formation permissions
  • Create the customer Apache Iceberg table in Amazon S3 standard buckets with sample customer data
  • Create the orders Apache Iceberg table in Amazon S3 Table buckets with sample order data
  • Amazon Redshift data warehouse on p200 version or higher

Data preparation

In this section, you set up the sample data needed to demonstrate MERGE, UPDATE, and DELETE operations. To prepare your data, complete the following steps:

  1. Log in to Amazon Redshift using Query Editor V2 with the Federated user option.
  2. Create the orders_stg and customer_opt_out tables with sample data:
CREATE TABLE "iceberg-write-blog@s3tablescatalog".iceberg_write_namespace.orders_stg
(
customer_id BIGINT,
order_id BIGINT,
Total_order_amt DECIMAL(10,2),
Total_order_tax_amt REAL,
tax_pct DOUBLE PRECISION,
order_date DATE,
order_created_at_tz TIMESTAMPTZ,
is_active_ind BOOLEAN
)
USING ICEBERG;
INSERT INTO "iceberg-write-blog@s3tablescatalog".iceberg_write_namespace.orders_stg
(order_date, order_id, customer_id, total_order_amt, total_order_tax_amt, tax_pct, order_created_at_tz, is_active_ind)
VALUES
('2024-11-11', 1016, 10, 167.45, 13.40, 0.08, '2024-11-11 06:55:00-06:00', true),
('2024-11-12', 1017, 15, 34.99, 2.80, 0.08, '2024-11-12 23:30:30-06:00', true),
('2024-11-09', 1014, 9, 500.60, 56.80, 0.09, '2024-11-09 16:20:55-06:00', true),
('2024-11-10', 1015, 5, 329.85, 33.51, 0.08, '2024-11-10 11:45:30-06:00', true);
select * from "iceberg-write-blog@s3tablescatalog".iceberg_write_namespace.orders_stg;
Figure 2: orders_stg result set

Figure 2: orders_stg result set

CREATE TABLE dev.public.customer_opt_out
(
customer_id bigint,
customer_name varchar,
opt_out_ind char(1),
cust_rec_upd_ind char(1)
);
INSERT INTO dev.public.customer_opt_out VALUES
(9, 'Customer9 Martinez', 'Y', 'N'),
(12, 'Customer12 Thomas', 'Y', 'N'),
(13, 'Customer13 Albon', 'N', 'Y'),
(14, 'Customer14 Oscar', 'N', 'Y');
select * from dev.public.customer_opt_out;
Figure 3: customer_opt_out result set

Figure 3: customer_opt_out result set

You can now use the orders_stg and customer_opt_out tables to demonstrate data manipulation operations on the orders and customer tables created in the prerequisite section.

MERGE

MERGE conditionally inserts, updates, or deletes rows in a target table based on the results of a join with a source table. You can use MERGE to synchronize two tables by inserting, updating, or deleting rows in one table based on differences found in the other table.

To perform a MERGE operation:

  1. Verify that the current data in the orders table for order IDs 1014, 1015, 1016, and 1017.You loaded this sample data in Part 1:
select * from "iceberg-write-blog@s3tablescatalog".iceberg_write_namespace.orders
where order_id in (1014,1015,1016,1017);
Figure 4: orders data for existing orders for orders in orders_stg

Figure 4: orders data for existing orders for orders in orders_stg

The orders table contains existing rows for order IDs 1014 and 1015.

  1. Run the following MERGE operation using order_id as the key column to match rows between the orders and orders_stg tables:
MERGE INTO "iceberg-write-blog@s3tablescatalog".iceberg_write_namespace.orders
USING "iceberg-write-blog@s3tablescatalog".iceberg_write_namespace.orders_stg
ON orders.order_id = orders_stg.order_id
WHEN MATCHED THEN UPDATE 
SET
customer_id         = orders_stg.customer_id,
total_order_amt     = orders_stg.total_order_amt,
total_order_tax_amt = orders_stg.total_order_tax_amt,
tax_pct             = orders_stg.tax_pct,
order_date          = orders_stg.order_date,
order_created_at_tz = orders_stg.order_created_at_tz,
is_active_ind       = orders_stg.is_active_ind
WHEN NOT MATCHED THEN INSERT
VALUES 
(orders_stg.customer_id,orders_stg.order_id,orders_stg.total_order_amt,orders_stg.total_order_tax_amt,orders_stg.tax_pct,orders_stg.order_date,orders_stg.order_created_at_tz,orders_stg.is_active_ind);

The operation updates existing rows (1014 and 1015) and inserts new rows for order IDs that don’t exist in the orders table (1016 and 1017).

  1. Verify the updated data in the orders table:
select * from "iceberg-write-blog@s3tablescatalog".iceberg_write_namespace.orderswhere order_id in (1014,1015,1016,1017);
Figure 5: merged data on orders from orders_stg

Figure 5: merged data on orders from orders_stg

The MERGE operation performs the following changes:

  • Updates existing rows – Order IDs 1014 and 1015 have updated total_order_amt and total_order_tax_amt values from the orders_stg table
  • Inserts new rows – Order IDs 1016 and 1017 are inserted because they don’t exist in the orders table

This demonstrates the upsert pattern, where MERGE conditionally updates or inserts rows based on the matching key column.

UPDATE

UPDATE modifies existing rows in a table based on specified conditions or values from another table.

Update the customer Apache Iceberg table using data from the customer_opt_out Amazon Redshift native table. The UPDATE operation uses the cust_rec_upd_ind column as a filter, updating only rows where the value is ‘Y’.

To perform an UPDATE operation:

  1. Verify the current customer_name values for customer IDs 13 and 14 in customer_opt_out and customer (loaded this sample data in Part 1) tables:
select * from dev.public.customer_opt_out
where cust_rec_upd_ind = 'Y';
Figure 6: verify existing customer data for customers from customer_opt_out

Figure 6: verify existing customer data for customers from customer_opt_out

select customer_id,customer_name from dev.demo_iceberg.customer
where customer_id in(13,14);
Figure 7: verify existing customer name for customers from customer_opt_out

Figure 7: verify existing customer name for customers from customer_opt_out

  1. Run the following UPDATE operation to modify customer names based on the cust_rec_upd_ind from customer_opt_out:
UPDATE dev.demo_iceberg.customerSET customer_name = customer_opt_out.customer_name
FROM dev.public.customer_opt_out
WHERE customer_opt_out.cust_rec_upd_ind = 'Y'and customer.customer_id = customer_opt_out.customer_id;
  1. Verify the changes for customer IDs 13 and 14:
select customer_id,customer_name from dev.demo_iceberg.customer where customer_id in(13,14) order by 1;
Figure 8: updated customer names in customer table

Figure 8: updated customer names in customer table

The UPDATE operation modifies the customer_name values based on the join condition with the customer_opt_out table. Customer IDs 13 and 14 now have updated names (Customer13 Albon and Customer14 Oscar).

DELETE

DELETE removes rows from a table based on specified conditions. Without a WHERE clause, DELETE removes all the rows from table.

Delete rows from the customer Apache Iceberg table using data from the customer_opt_out Amazon Redshift native table. The DELETE operation uses the opt_out_ind column as a filter, removing only rows where the value is ‘Y’.

To perform a DELETE operation:

  1. Verify the opt-out indicator data in the customer_opt_out table:
select * from dev.public.customer_opt_out
where opt_out_ind = 'Y';
Figure 9: verify customer records for opt out

Figure 9: verify customer records for opt out

  1. Verify the current customer data for customer IDs 9 and 12:
select * from dev.demo_iceberg.customerwhere customer_id in(9,12);
Figure 0: verify existing customers data in customer table for opt out

Figure 10: verify existing customers data in customer table for opt out

  1. Review the query execution plan:
EXPLAINDELETE FROM demo_iceberg.customerUSING public.customer_opt_out
WHERE customer.customer_id = customer_opt_out.customer_id
AND customer_opt_out.opt_out_ind = 'Y';
Figure 1: query plan for the DELETE queryThe execution plan shows Amazon S3 scans for Apache Iceberg format tables, indicating that Amazon Redshift removes rows directly from the Amazon S3 bucket.

Figure 11: query plan for the DELETE query. The execution plan shows Amazon S3 scans for Apache Iceberg format tables, indicating that Amazon Redshift removes rows directly from the Amazon S3 bucket.

  1. Run the following DELETE operation:
DELETE FROM demo_iceberg.customer
USING public.customer_opt_out
WHERE customer.customer_id = customer_opt_out.customer_id
AND customer_opt_out.opt_out_ind = 'Y';
  1. Verify that the rows were removed:
select * from dev.demo_iceberg.customer where customer_id in(9,12);
Figure 2: result set from customer table for opt out customer after delete

Figure 12: result set from customer table for opt out customer after delete

The query returns no rows, confirming that customer IDs 9 and 12 were successfully deleted from the customer table.

Best practices

After performing multiple UPDATE or DELETE operations, consider running table maintenance to optimize read performance:

  • For AWS Glue tables – Use AWS Glue table optimizers. For more information, see Table optimizers in the AWS Glue Developer Guide.
  • For S3 Tables – Use S3 Tables maintenance operations. For more information, see S3 Tables maintenance in the Amazon S3 User Guide.

Table maintenance merges and compacts deletion files generated by Merge-on-Read operations, improving query performance for subsequent reads.

Conclusion

You can use Amazon Redshift support for DELETE, UPDATE, and MERGE operations on Apache Iceberg tables to build data architectures that combine warehouse performance with data lake scalability. You can modify data at the row level while maintaining ACID compliance, giving you the same flexibility with Apache Iceberg tables as you have with native Amazon Redshift tables.

Get started:


About the authors

Sanket Hase

Sanket Hase

Sanket is an Engineering Manager with the Amazon Redshift team, leading query execution teams in the areas of data lake analytics, hardware-software co-design, and vectorized query execution.

Raghu Kuppala

Raghu Kuppala

Raghu is an Analytics Specialist Solutions Architect experienced working in the databases, data warehousing, and analytics space. Outside of work, he enjoys trying different cuisines and spending time with his family and friends.

Ritesh Sinha

Ritesh is an Analytics Specialist Solutions Architect based out of San Francisco. He has helped customers build scalable data warehousing and big data solutions for over 16 years. He loves to design and build efficient end-to-end solutions on AWS. In his spare time, he loves reading, walking, and doing yoga.

Sundeep Kumar

Sundeep Kumar

Sundeep is a Sr. Specialist Solutions Architect at Amazon Web Services (AWS), helping customers build data lake and analytics platforms and solutions. When not building and designing data lakes, Sundeep enjoys listening to music and playing guitar.

Proactive monitoring for Amazon Redshift Serverless using AWS Lambda and Slack alerts

Post Syndicated from Cristian Restrepo Lopez original https://aws.amazon.com/blogs/big-data/proactive-monitoring-for-amazon-redshift-serverless-using-aws-lambda-and-slack-alerts/

Performance issues in analytics environments often remain invisible until they disrupt dashboards, delay ETL jobs, or impact business decisions. For teams running Amazon Redshift Serverless, unmonitored query queues, long-running queries, or unexpected spikes in compute capacity can degrade performance and increase costs if left undetected.

Amazon Redshift Serverless streamlines running analytics at scale by removing the need to provision or manage infrastructure. However, even in a serverless environment, maintaining visibility into performance and usage is essential for efficient operation and predictable costs. While Amazon Redshift Serverless provides advanced built-in dashboards for monitoring performance metrics, delivering notifications directly to platforms like Slack, brings another level of agility. Real-time alerts in the team’s workflow enable faster response times and more informed decision-making without requiring constant dashboard monitoring.

In this post, we show you how to build a serverless, low-cost monitoring solution for Amazon Redshift Serverless that proactively detects performance anomalies and sends actionable alerts directly to your selected Slack channels. This approach helps your analytics team identify and address issues early, often before your users notice a problem.

Solution overview

The solution presented in this post uses AWS services to collect key performance metrics from Amazon Redshift Serverless, evaluate them against thresholds that you can flexibly configure, and notify you when anomalies are detected.

scope of solution

The workflow operates as follows:

  1. Scheduled execution – An Amazon EventBridge rule triggers an AWS Lambda function on a configurable schedule (by default, every 15 minutes during business hours).
  2. Metric collection – The AWS Lambda function gathers metrics including queued queries, running queries, compute capacity (RPUs), data storage usage, table count, database connections, and slow-running queries using Amazon CloudWatch and the Amazon Redshift Data API.
  3. Threshold evaluation – Collected metrics are compared against your predefined thresholds that reflect acceptable performance and usage limits.
  4. Alerting – When a threshold is exceeded, the Lambda function publishes a notification to an Amazon SNS topic.
  5. Slack notification – Amazon Q Developer in Chat applications (formerly AWS Chatbot) delivers the alert to your designated Slack channel.
  6. Observability – Lambda execution logs are stored in Amazon CloudWatch Logs for troubleshooting and auditing.

This architecture is fully serverless and requires no changes to your existing Amazon Redshift Serverless workloads. To simplify deployment, we provide an AWS CloudFormation template that provisions all required resources.

Prerequisites

Before deploying this solution, you must collect information about your existing Amazon Redshift Serverless workgroup and namespace that you want to monitor. To identify your Amazon Redshift Serverless resources:

  1. Open the Amazon Redshift console.
  2. In the navigation pane, choose Serverless dashboard.
  3. Note down your workgroup and namespace names. You will use these values when launching this blog’s AWS CloudFormation template.

Deploy the solution

You can launch the CloudFormation stack and deploy the solution via the provided link.

GitHub Repo

When launching the CloudFormation stack, complete the following steps in the AWS CloudFormation Console:

  1. For Stack name, enter a descriptive name such as redshift-serverless-monitoring.
  2. Review and modify the parameters as needed for your environment.
  3. Acknowledge that AWS CloudFormation may create IAM resources with custom names.
  4. Choose Submit.

CloudFormation parameters

Amazon Redshift Serverless Workgroup configuration

Provide details for your existing Amazon Redshift Serverless environment. These values connect the monitoring solution to your Redshift environment. Some parameters come with the default values that you can replace with your actual configuration.

Parameter Default value Description
Amazon Redshift Workgroup Name Your Amazon Redshift Serverless workgroup name.
Amazon Redshift Namespace Name Your Amazon Redshift Serverless namespace name.
Amazon Redshift Workgroup ID Workgroup ID (UUID) of the Amazon Redshift Serverless workgroup to monitor. Must follow the UUID format: xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx (lowercase hexadecimal with hyphens).
Namespace ID (UUID) of the Amazon Redshift Serverless namespace. Must follow the UUID format: xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx (lowercase hexadecimal with hyphens).
Database Name dev Target Amazon Redshift database for SQL-based diagnostic and monitoring queries.

Monitoring schedule

The default schedule runs diagnostic SQL queries every 15 minutes during business hours, balancing responsiveness and cost efficiency. Running more frequently might increase costs, while less frequent monitoring could delay detection of performance issues. You can adjust this schedule to your actual need.

Parameter Default value Description
Schedule Expression cron(0/15 8-17 ? * MON-FRI *) EventBridge schedule expression for Lambda function execution. Default runs every 15 minutes, Monday through Friday, 8 AM to 5 PM UTC.

Threshold configuration

Thresholds should be tuned based on your workload characteristics.

Parameter Default value Description
Queries Queued Threshold 20 Alerts threshold for queued queries.
Queries Running Threshold 20 Alerts threshold for running queries.
Compute Capacity Threshold (RPUs) 64 Alert threshold for compute capacity (RPUs).
Data Storage Threshold (MB) 5242880 Threshold for data storage in MB (default 5 TB).
Table Count Threshold (MB) 1000 Alerts threshold for total table count.
Database Connections Threshold 50 Alert threshold for database connections.
Slow Query Threshold (seconds) 10 Thresholds in seconds for slow query detection.
Query Timeout (Seconds) 30 Timeout for SQL diagnostics queries.

Tip: Start with conservative thresholds and refine them after observing baseline behavior for one to two weeks.

Lambda configuration

Configure the AWS Lambda function settings. The selected default values are appropriate for most monitoring scenarios. You may want to change them only in case of troubleshooting.

Parameter Default value Description
Lambda Memory Size (MB) 256 Lambda function memory size in MB.
Lambda Time Out (Seconds) 240 Lambda function timeout in seconds.

Security Configuration – Amazon Virtual Private Cloud (VPC)

If your organization has network isolation requirements, you can optionally enable VPC deployment for the Lambda function. When enabled, the Lambda function runs within your specified VPC subnets, providing network isolation and allowing access to VPC-only resources.

Parameter Default value Description
VPC ID VPC ID for Lambda deployment (required if EnableVPC is true). The Lambda function will be deployed in this VPC. Ensure that the VPC has appropriate routing (NAT Gateway or VPC Endpoints) to allow Lambda to access AWS services like CloudWatch, Amazon Redshift, and Amazon SNS.
VPC Subnet IDs Comma-separated list of subnet IDs for Lambda deployment (required if EnableVPC is true).
Security Group IDs Comma-separated list of security group IDs for Lambda (optional). If not provided and EnableVPC is true, a default security group will be created with outbound HTTPS access. Custom security groups must allow outbound HTTPS (port 443) to AWS service endpoints.

Note that VPC deployment might increase cold start times and requires an NAT Gateway or VPC endpoints for AWS service access. We recommend provisioning interface VPC endpoints (through AWS PrivateLink) for the five services the Lambda function calls which keeps all traffic private without the recurring cost of a NAT Gateway.

Security configuration – Encryption

If your organization requires encryption of data at rest, you can optionally enable AWS Key Management Service (AWS KMS) encryption for the Lambda function’s environment variables, CloudWatch Logs, and SNS topic. When enabled, the template encrypts each resource using the AWS KMS keys that you provide, either a single shared key for all three services, or individual keys for granular key management and audit separation.

Parameter Default value Description
Shared KMS Key ARN AWS KMS key ARN to use for all encryption (Lambda, Logs, and SNS) unless service-specific keys are provided. This streamlines key management by using a single key for all services. The key policy must grant encrypt/decrypt permissions to Lambda, CloudWatch Logs, and SNS.
Lambda KMS Key ARN AWS KMS key ARN for Lambda environment variable encryption (optional, overrides SharedKMSKeyArn). Use this for separate key management per service. The key policy must grant decrypt permissions to the Lambda execution role. If not provided, SharedKMSKeyArn will be used when EnableKMSEncryption is true.
CloudWatch Logs KMS Key ARN AWS KMS key ARN for CloudWatch Logs encryption (optional, overrides SharedKMSKeyArn). Use this for separate key management per service. The key policy must grant encrypt/decrypt permissions to the CloudWatch Logs service. If not provided, SharedKMSKeyArn will be used when EnableKMSEncryption is true.
SNS Topic KMS Key ARN AWS KMS key ARN for SNS topic encryption (optional, overrides SharedKMSKeyArn). Use this for separate key management per service. The key policy must grant encrypt/decrypt permissions to SNS service and the Lambda execution role. If not provided, SharedKMSKeyArn will be used when EnableKMSEncryption is true.
Enable Dead Letter Queue False Optionally enable Dead Letter Queue (DLQ) for failed Lambda invocations to improve reliability and security monitoring. When enabled, events that fail after all retry attempts will be sent to an SQS queue for investigation and potential replay. This helps prevent data loss, provides visibility into failures, and enables security audit trails for monitoring anomalies. The DLQ retains messages for 14 days.

Note that AWS KMS encryption requires the key policy to grant appropriate permissions to each consuming service (Lambda, CloudWatch Logs, and SNS).

  1. On the review page, select I acknowledge that AWS CloudFormation might create IAM resources with custom names.
  2. Choose Submit.

Resources created

The CloudFormation stack creates the following resources:

  • EventBridge rule for scheduled execution
  • AWS Lambda function (Python 3.12 runtime)
  • Amazon SNS topic for alerts
  • IAM role with permissions for CloudWatch, Amazon Redshift Data API, and SNS
  • CloudWatch Log Group for Lambda logs

Note: CloudFormation deployment typically takes 10–15 minutes to complete. You can monitor progress in real time under the Events tab of your CloudFormation stack.

Post-deployment configuration

After the CloudFormation stack has been successfully created, complete the following steps.

Step 1: Record CloudFormation outputs

  1. Navigate to the AWS CloudFormation console.
  2. Select your stack and choose the Outputs tab.
  3. Note the values for LambdaRoleArn and SNSTopicArn. You will need these in subsequent steps.

Step 2: Grant Amazon Redshift permissions

Grant permissions to the Lambda function to query Amazon Redshift system tables for monitoring data. Complete the following steps to grant the necessary access:

  1. Navigate to the Amazon Redshift console.
  2. In the left navigation pane, choose Query Editor V2.
  3. Connect to your Amazon Redshift Serverless workgroup.
  4. Execute the following SQL commands, replacing <IAM Role ARN> with the LambdaRoleArn value from your CloudFormation outputs:
CREATE USER "IAMR:<IAM Lambda Role>" WITH PASSWORD DISABLE;

GRANT ROLE "sys:monitor" TO "IAMR:<IAM Role>";

RedshiftSQL-DBD-5612

These commands create an AmazonRedshift user associated with the Lambda IAM role and grant it the sys:monitor Amazon Redshift role. This role provides read-only access to catalog and system tables without granting permissions to user data tables.

Step 3: Configure Slack notifications

Amazon Q Developer in chat applications provides native AWS integration and managed authentication, removing custom webhook code and reducing setup complexity. To receive alerts in Slack, configure Amazon Q Developer in Chat Applications to connect your SNS topic to your preferred Slack channel:

  1. Navigate to Amazon Q Developer in chat applications (formerly AWS Chatbot) in the AWS console.
  2. Follow the instructions in the Slack integration documentation to authorize AWS access to your Slack workspace.
  3. When configuring the Slack channel, ensure that you select the correct AWS Region where you deployed the CloudFormation stack.
  4. In the Notifications section, select the SNS topic created by your CloudFormation stack (refer to the SNSTopicArn output value).
  5. Keep the default IAM read-only permissions for the channel configuration.

SNS topic

After configured, alerts automatically appear in Slack whenever thresholds are exceeded.

result-upon-success

Cost considerations

With the default configuration, this solution incurs minimal ongoing costs. The Lambda function executes approximately 693 times per month (every 15 minutes during an 8-hour business day, Monday through Friday), resulting in a monthly cost of approximately $0.33 USD. This includes Lambda compute costs ($0.26) and CloudWatch GetMetricData API calls ($0.07). All other services (EventBridge, SNS, CloudWatch Logs, and Amazon Redshift Data API). The Amazon Redshift Data API has no additional charges beyond the minimal Amazon Redshift Serverless RPU consumption for the Amazon Redshift Serverless system table query execution. You can reduce costs by decreasing the monitoring frequency (such as, every 30 minutes) or increase responsiveness by running more frequently (such as, every 5 minutes) with a proportional cost increase.

All costs are estimates and may vary based on your environment. Variations often occur because queries scanning system tables may take longer or require additional resources depending on the system complexity

Security best practices

This solution implements the following security controls:

  • IAM policies scoped to specific resource ARNs for the Amazon Redshift workgroup, namespace, SNS topic, and log group.
  • Data API statement access restricted to the Lambda function’s own IAM user ID.
  • Read-only sys:monitor database role for operational metadata access. Limit to the role created by the CloudFormation template.
  • Reserved concurrent executions capped at five.

To further strengthen your security posture, consider the following enhancements:

  • Enable EnableKMSEncryption to encrypt environment variables, logs, and SNS messages at rest.
  • Enable EnableVPC to deploy the function within a VPC for network isolation.
  • Audit access through AWS CloudTrail.

Important: This is sample code for non-production usage. Work with your security and legal teams to meet your organizational security, regulatory, and compliance requirements before deployment. This solution demonstrates monitoring capabilities but requires additional security hardening for production environments, including encryption configuration, IAM policy scoping, VPC deployment, and comprehensive testing.

Clean up

To remove all resources and avoid ongoing charges if you don’t want to use the solution anymore:

  1. Delete the CloudFormation stack.
  2. Remove the Slack integration from Amazon Q Developer in chat applications.

Troubleshooting

  • If no metrics or incomplete SQL diagnostics are returned, verify that the Amazon Redshift Serverless workgroup is active with recent query activity, and ensure the database user has the sys:monitor role (GRANT ROLE sys:monitor TO <user>) in the query editor. Without this role, queries execute successfully but only return data visible to that user’s permissions rather than the full cluster activity.
  • For VPC-deployed functions that fail to reach AWS services, confirm that VPC endpoints or a NAT Gateway are configured for CloudWatch, Amazon Redshift Data API, Amazon Redshift Serverless, SNS, and CloudWatch Logs.
  • If the Lambda function times out, increase the LambdaTimeout and QueryTimeoutSeconds parameters. The default timeout of 240 seconds accommodates most workloads, but clusters with many active queries may require additional time for SQL diagnostics to complete.

Conclusion

In this post, we showed how you can build a proactive monitoring solution for Amazon Redshift Serverless using AWS Lambda, Amazon CloudWatch, and Amazon SNS with Slack integration. By automatically collecting metrics, evaluating thresholds, and delivering alerts in near real time to Slack or your preferred collaborative platform, this solution helps detect performance and cost issues early. Because the solution itself is serverless, it aligns with the operational simplicity goals of Amazon Redshift Serverless—scaling automatically, requiring minimal maintenance, and delivering high value at low cost. You can extend this foundation with additional metrics, diagnostic logic, or alternative notification channels to meet your organization’s needs.

To learn more, see the Amazon Redshift documentation on monitoring and performance optimization.


About the authors

Headhost author 1

Cristian Restrepo Lopez

Cristian is a Solutions Architect at AWS, helping customers build modern data applications with a focus on analytics. Outside of work, he enjoys exploring emerging technologies and connecting with the data community.

Satesh Sonti

Satesh is a Principal Analytics Specialist Solutions Architect based out of Atlanta, specializing in building enterprise data platforms, data warehousing, and analytics solutions. He has over 19 years of experience in building data assets and leading complex data platform programs for banking and insurance clients across the globe.