Creating a master data configuration asset for IBM Match 360 with Watson

The first step in setting up IBM Match 360 with Watson is to create your master data configuration asset. The configuration asset is where you can onboard data sources, map your data into the system, customize your data model, and set up and tune the matching algorithm.

Preparing to create a master data configuration asset

Before creating your master data configuration asset, ensure that you complete the following steps to set up your IBM Cloud Pak for Data environment:

1. Create a Cloud Pak for Data account that includes the IBM Watson Knowledge Catalog and IBM Match 360 with Watson services.
2. Create a Cloud Pak for Data project.
3. Ensure that you have a catalog in IBM Watson Knowledge Catalog.

Cloud Pak for Data administrators are not granted any access to the IBM Match 360 service by default. To access the service, administrator users must also be granted an appropriate service instance role. For example, to create and set up a master data configuration asset, users must have the Data Engineer role.

Creating and configuring a master data configuration asset

To set up IBM Match 360 with Watson, a data engineer user must create and configure the master data configuration asset.

1. From your project, click Add to project > Master data configuration.
2. Define the details of your new IBM Match 360 with Watson instance.
3. From the Cloud Pak for Data home page's navigation menu, select Data > Master data to start IBM Match 360.

4. Click Set up master data to set up your configuration asset.

   Note: You must have Data Engineer privileges to be able to create and configure a configuration asset.

5. Review the service instance name. Optionally, rename it to be more descriptive. Click Next.

6. Select an existing Cloud Pak for Data project to use with this IBM Match 360 service instance or create a new one by clicking +. Click Next.

7. Optionally, you can associate your IBM Match 360 instance with a catalog. Choose a catalog from your associated Watson Knowledge Catalog instance, or create a new one by clicking +.

   Note: It is only possible to create a catalog under the following conditions:

   • You have a Watson Knowledge Catalog lite plan and haven’t yet created the one catalog you’re allowed.
   • You belong to an account that has a Watson Knowledge Catalog standard or professional plan and you have the Watson Knowledge Catalog service Administrator role assigned.

8. Click Finish.

You've now created and set up your master data configuration asset. Now, a data engineer can can configure the rest of the system, load data, customize the data model, and run the matching algorithm. After data has been matched, data stewards or other business users can explore the resulting master data entities and records.

Tip: After creating and setting up your master data configuration asset, you can edit the asset's initial configuration from the Manage tab. From the master data home page, select the Manage tab to access settings such as the instance name and associations to a project, storage instance, and catalog.

Next steps

• Give users access to master data
• Load a data asset
• Map your data into the model
• Customize your data model
• Set up and run matching
• Define how records and attributes are shown
• Explore your matched master data
• Export your master data

Learn more

• Tutorial: Onboarding and matching data
• Configuring master data
• Exploring master data

Parent topic: Managing master data