Steps 1-3: Account Setup and Workspace Provisioning

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Setup overview

1. Create your 5X account (~2 minutes)
2. Personal and workspace setup (~2 minutes)
3. Configure data warehouse and workspace provisioning (~5-7 minutes)

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Step 1: Create your 5X account

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Account creation options

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Account creation process

1. Access the private signup link
   • Use the private signup link provided by the 5X team
   • You’ll see the “Sign up on 5X” page with registration options
   
2. Choose your registration method For Google authentication:
   • Click “Sign up with Google” button
   • Select your business Google account
   • Grant necessary permissions
   • Email automatically verified
   For corporate email:
   • Click “Or sign up with email”
   • Enter your work email address in the “Work Email” field
   • Click “Sign up with email” button
3. Email verification (corporate email only)
   • Check your inbox for verification email
   • Click the verification link. You’ll be redirected back to the platform. Complete the signup process.

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Step 2: Personal and workspace setup

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Personal information

1. Enter your name in the “What should we call you?” field
2. Set a secure password that meets the displayed requirements
3. Click “Continue” when all checkmarks are green

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Workspace setup

1. Enter a workspace name (e.g., “Acme Corp Analytics”)
2. Choose your warehouse option:
   • “No, I don’t have a warehouse yet” - 5X will create one for you (recommended)
   • “Yes, I already have an existing warehouse” - Connect your existing warehouse
3. Add referral code (optional)
4. Click “Continue with 5X provisioned warehouse”

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Step 3: Configure data warehouse and workspace provisioning

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Warehouse options

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Option A: 5X managed warehouse setup

1. Configure your warehouse settings
   • You’ll see the “Setup your warehouse” screen
   
2. Select your configuration
   • Plan: Choose from available plans (Standard is pre-selected)
   • Cloud: Select your preferred cloud provider (AWS, GCP, or Azure)
   • Region: Choose the region closest to your users for optimal performance
3. Complete setup and begin provisioning
   • Review your selections
   • Click “Continue with free trial” to proceed
   • Your workspace with a 5X managed snowflake warehouse will be provisioned. The provisioning process will take around 5 minutes.

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Option B: Connect existing warehouse

1. Select your warehouse type

   Snowflake

   Enterprise cloud data warehouse

   BigQuery

   Google Cloud serverless warehouse

   AWS Redshift

   Amazon cloud data warehouse

   PostgreSQL

   Open source relational database
2. Enter connection details
   Snowflake configuration

   Step 1: PrerequisitesBefore proceeding, ensure you have:

   1. Required Snowflake roles: ACCOUNTADMIN, SECURITYADMIN, and SYSADMIN
   2. Network access: If you have network policies on your Snowflake account, allowlist these static IPs:
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      35.236.200.239/32
      35.230.162.249/32
      

   Step 2: Create Snowflake user & role for 5XCreate a SQL file and run the following script in your Snowflake console:

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   begin;
   -- create variables for user / password / role / warehouse / database (needs to be uppercase for objects)
       set role_name = 'FIVEX_ROLE';
       set user_name = 'FIVEX_USER';
       set user_password = 'yourpassword';
       set warehouse_name = 'FIVEX_WAREHOUSE';
   -- change role to securityadmin for user / role steps
       use role securityadmin;
   -- create role for fivex
       create role if not exists identifier($role_name);
       grant role identifier($role_name) to role SYSADMIN;
   -- create a user for fivex
       create user if not exists identifier($user_name)
       password = $user_password
       default_role = $role_name
       default_warehouse = $warehouse_name;
       grant role identifier($role_name) to user identifier($user_name);
   -- set binary_input_format to BASE64
       ALTER USER identifier($user_name) SET BINARY_INPUT_FORMAT = 'BASE64';
   -- change role to sysadmin for warehouse / database steps
       use role sysadmin;
   -- create a warehouse for fivex (optional)
       create warehouse if not exists identifier($warehouse_name)
       warehouse_size = xsmall
       warehouse_type = standard
       auto_suspend = 60
       auto_resume = true
       initially_suspended = true;
   -- grant fivex role access to warehouse
       grant USAGE
       on warehouse identifier($warehouse_name)
       to role identifier($role_name);
   --grant fivex access to users and roles for team management
       use role ACCOUNTADMIN;
       grant create user on account to role identifier($role_name);
       grant create role on account to role identifier($role_name);
       grant manage grants on account to role identifier($role_name);
    -- change role to ACCOUNTADMIN for utilization & audit logs related steps
       grant IMPORTED PRIVILEGES on database SNOWFLAKE to role identifier($role_name);
   use role sysadmin;
   commit;
   

   Important: Replace ‘yourpassword’ in the script above with a strong, secure password. You can customize names, but we recommend keeping FIVEX_USER, FIVEX_ROLE and FIVEX_WAREHOUSE.

   Step 3: Upload authentication key pairFor secure key-pair authentication:

   1. Generate a private/public key pair (if not already done)
   2. In the 5X platform, enter:
      • Account URL: https://account_name.region.snowflakecomputing.com
      • Username: FIVEX_USER (or your custom username)
      • Private Key: Paste your private key content
      • Passphrase: Only required if your private key is encrypted
   3. Run this script to update the RSA public key in Snowflake:
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      ALTER USER <username> SET RSA_PUBLIC_KEY = '<your_public_key>';
      

   Step 4: Enter connection detailsComplete the connection form with your existing Snowflake configuration:

   • Default Warehouse: FIVEX_WAREHOUSE (or your custom warehouse name)
   • Default Role: FIVEX_ROLE (or your custom role name)
   • Plan: Enter your current Snowflake plan/edition
   • Cloud: Specify your existing cloud provider (AWS, GCP, or Azure)
   • Region: Enter the region where your Snowflake account is hosted

   AWS Redshift configuration

   Step 1: Pre-requisites

   1. Log in to AWS Console
   2. Navigate to Amazon Redshift
   3. Select your cluster and copy the Endpoint URL (without jdbc:redshift:// prefix)
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      http://cluster-name.account-id.region.redshift.amazonaws.com
      

   4. Database name is the initial database created with your cluster. You can find this information in your cluster configuration.
   5. Use username and password authentication for database access. Ensure the user has appropriate permissions for your use case.
   6. (Optional) Run on Amazon Redshift SQL editor for connection details.

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   begin;
   -- Create variables (for reference; Redshift doesn’t support SQL variables directly)
   -- user_name = 'FIVEX_USER';
   -- user_password = 'yourpassword';
   -- database_name = 'FIVEX_DATABASE';
   -- schema_name = 'FIVEX_SCHEMA';
   
   -- Create a user
   CREATE USER FIVEX_USER PASSWORD 'yourpassword';
   
   -- Create a database (optional)
   CREATE DATABASE FIVEX_DATABASE;
   
   -- Grant DB-level permissions
   GRANT CREATE ON DATABASE FIVEX_DATABASE TO FIVEX_USER;
   GRANT TEMPORARY ON DATABASE FIVEX_DATABASE TO FIVEX_USER;
   
   -- Create schema
   CREATE SCHEMA IF NOT EXISTS FIVEX_SCHEMA;
   
   -- Grant schema-level permissions
   GRANT ALL ON SCHEMA FIVEX_SCHEMA TO FIVEX_USER;
   GRANT ALL PRIVILEGES ON ALL TABLES IN SCHEMA FIVEX_SCHEMA TO FIVEX_USER;
   
   -- Grant access to system catalogs
   GRANT USAGE ON SCHEMA information_schema TO FIVEX_USER;
   GRANT SELECT ON ALL TABLES IN SCHEMA information_schema TO FIVEX_USER;
   GRANT USAGE ON SCHEMA pg_catalog TO FIVEX_USER;
   GRANT SELECT ON ALL TABLES IN SCHEMA pg_catalog TO FIVEX_USER;
   
   -- Grant access to all schemas
   GRANT USAGE ON ALL SCHEMAS IN DATABASE FIVEX_DATABASE TO FIVEX_USER;
   GRANT SELECT ON ALL TABLES IN DATABASE FIVEX_DATABASE TO FIVEX_USER;
   
   -- Set default privileges in FIVEX schema
   ALTER DEFAULT PRIVILEGES IN SCHEMA FIVEX_SCHEMA
   GRANT ALL ON TABLES TO FIVEX_USER;
   
   -- Set default privileges in public schema
   ALTER DEFAULT PRIVILEGES IN SCHEMA public
   GRANT SELECT ON TABLES TO FIVEX_USER;
   
   -- Grant execute on functions
   GRANT EXECUTE ON ALL FUNCTIONS IN SCHEMA public TO FIVEX_USER;
   GRANT EXECUTE ON ALL FUNCTIONS IN SCHEMA FIVEX_SCHEMA TO FIVEX_USER;
   
   commit;
   

   Step 2: Basic connection information

   1. Enter ‘Host’ & ‘Port’ details
   2. Enter ‘Database’ name
   3. Enter ‘Username’ & ‘Password’
   4. Select ‘Cluster Region’
   5. Click on ‘Next step’ to proceed

   Step 3: Security and Network configuration

   1. Go to AWS Console > VPC > Security Groups
   2. Find your Redshift cluster’s security group and Edit inbound rules
   3. Add a new rule for each IP with Port 5439

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   4. Database name is the initial database created with your cluster. You can find this information in your cluster configuration.
   5. If your cluster is in a VPC, also ensure:

   • Subnet is properly configured
   • Route tables allow internet access
   • DNS resolution is enabled

   PostgreSQL configuration

   Step 1: Pre-requisites

   1. Open port 5432 (or your custom port) in your firewall to allow inbound traffic from 5X IP addresses
   2. Allow 5X’s static IP addresses through your firewall or security group
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   3. The database must be accessible over the internet (or VPN/SSH tunnel)
   4. You must have SUPERUSER or database owner privileges.
   5. (Optional) Create a 5X user with SUPERUSER permission

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   -- PostgreSQL Setup for 5X Platform
   BEGIN;
   
   -- Create user for 5X platform
   CREATE USER FIVEX_USER WITH PASSWORD 'your_secure_password';
   
   -- Grant database connection privileges
   GRANT CONNECT ON DATABASE your_database TO FIVEX_USER;
   
   -- Grant schema usage and creation privileges
   GRANT USAGE, CREATE ON SCHEMA public TO FIVEX_USER;
   
   -- Grant table privileges
   GRANT SELECT, INSERT, UPDATE, DELETE ON ALL TABLES IN SCHEMA public TO FIVEX_USER;
   ALTER DEFAULT PRIVILEGES IN SCHEMA public GRANT SELECT, INSERT, UPDATE, DELETE ON TABLES TO FIVEX_USER;
   
   -- Grant sequence privileges
   GRANT USAGE, SELECT ON ALL SEQUENCES IN SCHEMA public TO FIVEX_USER;
   ALTER DEFAULT PRIVILEGES IN SCHEMA public GRANT USAGE, SELECT ON SEQUENCES TO FIVEX_USER;
   
   -- Grant function privileges
   GRANT EXECUTE ON ALL FUNCTIONS IN SCHEMA public TO FIVEX_USER;
   ALTER DEFAULT PRIVILEGES IN SCHEMA public GRANT EXECUTE ON FUNCTIONS TO FIVEX_USER;
   
   -- Additional privileges for metadata access
   GRANT SELECT ON pg_catalog.pg_tables TO FIVEX_USER;
   GRANT SELECT ON information_schema.tables TO FIVEX_USER;
   GRANT SELECT ON information_schema.columns TO FIVEX_USER;
   
   COMMIT;
   
   

   Step 2: Database connection detailsEnter your Postgres connection information

   1. Enter ‘Host’ & ‘Port’ details
   2. Enter ‘Database’ name
   3. Enter ‘Username’ & ‘Password’
   4. Click on ‘Connect’ to finish the process

   BigQuery configuration

   Step 1 of 4: Enable required APIs in Google Cloud

   1. Go to the Google Cloud Console
   2. Search for ‘APIs & Services’ and open the APIs & Services page. Click on ‘Enabled APIs & services’ button
   3. Search and enable:
      • BigQuery API
      • Cloud Resource Manager API

   Ensure both APIs show as “Enabled” in your dashboard.

   Important: Use an account with Project Admin permissions. API changes might take a few minutes to take effect.

   Step 2 of 4: Create a Service Account

   1. In the GCP Console, search for ‘Service Accounts’ and click on Service Accounts
   2. Click ’+ Create Service Account’
   3. Fill in the Service account name and add a description if you’d like (For example: 5X_Service_Account)
   4. Click ‘Create and continue’
   5. In the second step, ‘Grant this service account access to project’, give the following permissions:
      • BigQuery User
      • Project IAM Admin (Optional)

   ‘Project IAM Admin’ permission enables us to give you an ability to manage Google BigQuery users on the 5X teams page. Click ‘Continue’ and then click ‘Done’.Step 3 of 4: Generate JSON Key

   1. Go to IAM & Admin > Service Accounts, and click on the service account you just created
   2. Go to the ‘Keys’ tab
   3. Click “Add Key” > “Create new key”
   4. Choose JSON and click ‘Create’
   5. Save the downloaded .json file

   Important: Keep the downloaded JSON file secure—it contains sensitive credentials.

   Step 4 of 4: Final stepComplete the connection in the 5X platform:

   1. Upload the .json file you just downloaded
   2. Select all the project ID(s) you want to add to 5X
   3. Complete the connection process
3. Test and validate connection
   • Click “Test Connection”
   • Resolve any connection issues
   • Confirm successful connection
   • Workspace provisioning begins automatically after successful connection test

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Alternative: Book a free setup call

1. Click “Book a free setup call” button on the warehouse selection screen
2. Choose a convenient time slot from our calendar
3. Provide brief details about your current warehouse setup
4. Receive calendar invitation with meeting details

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Troubleshooting common issues

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What’s next?