Pro · Lesson 2 of 9

Cluster setup

Create a Serverless workgroup or an RA3 cluster, then connect without leaving the endpoint open to the world.

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Picture it this way

A Redshift warehouse is a room full of people who each own a slice of the filing cabinets. You either rent a fixed room, a provisioned cluster, or you ask Amazon to open a room only while you are asking questions, which is Redshift Serverless. Both rooms read the same kind of SQL. The bill and the knobs differ.

Serverless or a provisioned cluster

Start in the AWS console in the region where the data already lives. Redshift Serverless creates a workgroup and a namespace. You set a base capacity in Redshift Processing Units and a maximum so a curious query cannot scale the bill without a ceiling. A provisioned cluster is a leader node plus compute nodes that exist until you pause or delete them. New work should use RA3 nodes, which keep compute and managed storage separate, or Serverless. DC2 is a previous dense-compute generation. Do not copy an old tutorial that starts you on DC2 unless you are maintaining a cluster that already uses it.

This course does not quote a price. Node sizes, RPU rates, and regions change. Read the current Amazon Redshift pricing page before you leave a warehouse running.

ChoiceYou sizeIdle behavior
Serverless workgroupBase and max RPUScales with usage, within the limits you set
RA3 provisionedNode type and node countThe cluster exists until you pause or delete it
DC2 provisionedOlder fixed local disksKeep it only if you already run it

Network, identity, and the first query

Put the warehouse in a VPC subnet group. For a lesson, a publicly reachable endpoint plus a security group that allows your IP on port 5439 is enough. For anything real, keep it private and reach it through a bastion, a VPN, or the Query Editor v2 inside AWS. Create an admin password or use IAM, and do not reuse a personal password from another system.

Query Editor v2 is the fastest first client. DBeaver, DataGrip, and psql also work because the wire protocol is PostgreSQL-like. The default database name on a new cluster is often dev. Rename your real database to something you can say out loud.

psql "host=your-workgroup.account.region.redshift-serverless.amazonaws.com port=5439 dbname=dev user=admin sslmode=require"

Turn it off when the lesson ends

A provisioned cluster bills while it exists. Pause or delete it. On Serverless, set a low base and a max, and delete the workgroup if you will not return this week.

Three gates before SQL

A connection fails if any one of these is closed.

  1. AWS account and IAMWho may create or connect
  2. NetworkVPC and security group, port 5439
  3. Database userRuns the SQL

Step 1 of 3Your IAM user or role must be allowed to create the cluster or workgroup and to get credentials for it.

IAM → Policies → AmazonRedshiftFullAccess (lab only)

You are in when this works

Run SELECT current_user, current_database(); from Query Editor v2. If it hangs, the security group or the route is wrong. If it refuses the password, fix the credential before you change the node type.

Knowledge check

What should a new warehouse use?

Which port do SQL clients use?

Why set a maximum RPU on Serverless?

Official sources

Checked against vendor documentation in October 2026. Screens and plan names still change, so confirm the control in your own instance.