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Create a Knowledge Base

This topic describes how to create a knowledge base in Data Quality Services (DQS), and prepare it for domain management, knowledge discovery, or adding a matching policy.

Prerequisites

To create a knowledge base, you must have installed Data Quality Server and Data Quality Client.

Security

Permissions

You must have the dqs_kb_editor or the dqs_administrator role on the DQS_MAIN database to create a knowledge base.

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  1. Start Data Quality Client. For information about doing so, see Run the Data Quality Client Application.

  2. In the Data Quality Client home screen, click New knowledge base.

  3. Enter a name and description for the new knowledge base.

  4. In Create knowledge base from, select what to base the knowledge base on:

    • Select None if you do not want to base the new knowledge base on an existing knowledge base or data file.

    • Select Existing Knowledge Base to base the new knowledge base on a knowledge base that has already been created on Data Quality Server, or on the default knowledge base. Select the knowledge base from the Select Knowledge Base drop-down list, or click Browse to display the Select a Knowledge Base dialog box, select an existing knowledge base to base the new knowledge base on, and then click OK. When you select a knowledge base from the tablet, the domains and matching rules in the knowledge base will be displayed in the right-hand pane of the dialog box. You can also select the DQS Data knowledge base, which is the default knowledge base that contains common out-of-the-box domains and knowledge related to U.S. company, address, and party data.

    • Select Import from DQS File to base the new knowledge base on a DQS file on Data Quality Server. Click Browse, select a DQS data file with an extension of .dqs, and then click OK.

  5. In Select Activity, select the activity that you want to perform on the new knowledge base:

    • Select Domain Management to create the knowledge base and enter the screens that you use to modify the domains in the knowledge base.

    • Select Knowledge Discovery to create the knowledge base and enter the wizard that you use to analyze a data sample and populate the domains of the knowledge base with the results.

    • Select Matching Policy to create a matching policy and add it to the knowledge base.

  6. Click Create.

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After you create a knowledge base, you are presented with a wizard that you can use to perform knowledge discovery, a wizard to create a matching policy, or pages to perform domain management. For more information about the knowledge discovery, domain management, or matching policy, see Perform Knowledge Discovery, Managing a Domain, or Create a Matching Policy.

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