Prerequisites

This page describes the prerequisites required for deploying Cortex Framework Data Foundation solution content. Take some time to familiarize yourself with these resources before proceeding.

Understand your business needs

Consider your business goals and requirements, and the data sources needed to support them. When deploying Cortex Framework content you will want to understand which data sources and workloads are required to meet your business needs and are relevant for deployment.

Review available workloads and data sources

View compatible workloads and data sources that Cortex Framework supports in Data Sources and workloads. Become familiar with the type of data you want to work with (for example, data from Salesforce, SAP, or other data sources).

Brush up on basic knowledge

Get familiar with some key Google Cloud services and components needed:

Learn about Change Data Capture (CDC) for tracking updates to your data. For more information, see the CDC guide.

Explore the repository

The prerequisites outlined on this page are specifically designed for deploying Cortex Framework Data Foundation content from the official GitHub repository. This repository contains essential resources to deploy Cortex Framework, including configuration files, Entity Relationship Diagrams (ERD), and predefined data models.

Select or create a project

Deploying Cortex Framework Data Foundation solution content involves the following projects:

Source project: Project where your raw data lives. You need at least one Google Cloud project to store data and run the deployment process.
Target project (optional): Project where Cortex Framework Data Foundation stores its processed data models. This can be the same as the source project, or a different one depending on your needs.

If you want to have separate sets of projects and datasets for each workload (for example, one set of source and target projects for SAP and a different set of target and source projects for Salesforce), run separate deployments for each workload. For more information, see Using different projects to segregate access in the optional steps section.

To select or create a project, do the following:

In the Google Cloud console, go to the project selector page.

Go to project selector
Select or create a Google Cloud project.
Roles required to select or create a project
- Select a project: Selecting a project doesn't require a specific IAM role—you can select any project that you've been granted a role on.
- Create a project: To create a project, you need the Project Creator role (roles/resourcemanager.projectCreator), which contains the resourcemanager.projects.create permission. Learn how to grant roles.

Get the required roles

To get the permissions that you need to deploy Cortex Framework Data Foundation solution content, ask your administrator to grant you the following IAM roles on your source project and target project:

BigQuery Job User (roles/bigquery.jobUser)
BigQuery Data Editor (roles/bigquery.dataEditor)
Create Service Accounts (roles/iam.serviceAccountCreator)
Project IAM Admin (roles/resourcemanager.projectIamAdmin)
Project Reader (roles/reader)
Service Usage Admin (roles/serviceusage.serviceUsageAdmin)
Storage Object Viewer (roles/storage.objectViewer)
Storage Admin (roles/storage.admin)
Cloud Build Editor (roles/cloudbuild.builds.editor)

For more information about granting roles, see Manage access to projects, folders, and organizations.

You might also be able to get the required permissions through custom roles or other predefined roles.

Next steps

After reviewing these prerequisites, you are ready to move on to deployment: