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.

In This Topic

• Before you begin:

  Prerequisites

  Security

• Create a knowledge base

• Follow Up: After Creating a Knowledge Base

Before You Begin

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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Create a knowledge base

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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Follow Up: After Creating a Knowledge Base

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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