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Setting up the Cloud Pak for Data as a Service platform for administrators

Setting up the Cloud Pak for Data as a Service platform for administrators

To set up the Cloud Pak for Data as a Service platform for your organization, sign up for Cloud Pak for Data as a Service, upgrade to a paid plan, set up the services that you need, and add your users with the appropriate permissions.

The Cloud Pak for Data as a Service platform includes cloud-based services that provide data governance, data engineering, data analysis, and AI modeling capabilities that you can combine to implement a data fabric solution. You can add services from the Cloud Pak for Data as a Service catalog as you need them. The Cloud Pak for Data as a Service platform is protected by the same powerful security constraints that are available on IBM Cloud.

Table 1. Configuration steps for Cloud Pak for Data as a Service
Task Location Required Role Description
Set up the IBM Cloud account IBM Cloud Account Owner Set up a paid account.
Manage users and access IBM Cloud Administrator Invite users to join the account, create user access groups, and assign roles or access groups to users to provide access.
Set up IBM Cloud Object Storage for use with Cloud Pak for Data as a Service IBM Cloud and Cloud Pak for Data as a Service Administrator Create a test project to initialize IBM Cloud Object Storage and set the location to Global in each user's profile.
Set up the watsonx.ai Studio and watsonx.ai Runtime services IBM Cloud and Cloud Pak for Data as a Service Administrator Upgrade to a paid plan.
Set up IBM Knowledge Catalog IBM Cloud and Cloud Pak for Data as a Service Administrator Assign roles, set up catalogs and categories, and plan for data governance.
Create the Platform assets catalog Cloud Pak for Data as a Service Administrator or Manager role for the Cloud Pak for Data service Add connections to the platform assets catalog for use by collaborators.
Set up Data Virtualization IBM Cloud and Cloud Pak for Data as a Service Administrator Provision a service instance and create IAM service credentials.
Set up DataStage IBM Cloud and Cloud Pak for Data as a Service Administrator or Editor Provision a service instance.
Set up watsonx.governance IBM Cloud and Cloud Pak for Data as a Service Administrator or Editor Create access policies and assign roles to users.
Configure firewall access (if necessary) Cloud Pak for Data as a Service and cloud provider firewall configuration Administrator Configure inbound access through a firewall.
Provision more services IBM Cloud and Cloud Pak for Data as a Service Administrator or Editor Add services as needed.
Optional. Configure security mechanisms IBM Cloud Administrator Cloud Pak for Data as a Service has five security levels to ensure that data, application endpoints, and identity are protected. For a list of common security mechanisms, see Common security mechanisms.
Optional. Connect to data behind a firewall IBM Cloud Administrator Securely connect to databases that are hosted behind a firewall.
Optional. Configure integrations with other cloud platforms IBM Cloud and Cloud Pak for Data as a Service Administrator Connect to services on other cloud platforms.

Common security mechanisms

As an IBM Cloud account owner or administrator, you set up security for the account by providing single sign-on, IAM role-based access control, secure communication, and other security constraints.

Following are common security mechanisms for the Cloud Pak for Data as a Service platform:

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Parent topic: Getting started

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