Installing IBM Master Data Management

An instance administrator can install IBM Master Data Management on IBM Software Hub Version 5.4.

Who needs to complete this task?

Instance administrator To install IBM Master Data Management, you must be an instance administrator. An instance administrator has permission to install software in the following projects:

The operators project for the instance

The operators for this instance of IBM Master Data Management are installed in the operators project.

In the installation commands, the ${PROJECT_CPD_INST_OPERATORS} environment variable refers to the operators project.

The operands project for the instance

The custom resources for the control plane and IBM Master Data Management are installed in the operands project.

In the installation commands, the ${PROJECT_CPD_INST_OPERANDS} environment variable refers to the operands project.

When do you need to complete this task?

Review the following options to determine whether you need to complete this task:

  • If you want to install multiple services at the same time, follow the process in Running a batch installation of solutions and services instead.
  • If you didn't install IBM Master Data Management as part of a batch installation, complete this task to add IBM Master Data Management to your environment.

    Repeat as needed If you are responsible for multiple instances of IBM Software Hub, you can repeat this task to install more instances of IBM Master Data Management on the cluster.

Information you need to complete this task

Review the following information before you install IBM Master Data Management:

Version requirements

All of the components that are associated with an instance of IBM Software Hub must be installed at the same release. For example, if the IBM Software Hub control plane is installed at Version 5.4.0, you must install IBM Master Data Management at Version 5.4.0.

Environment variables

The commands in this task use environment variables so that you can run the commands exactly as written.

  • If you don't have the script that defines the environment variables, see Setting up installation environment variables.
  • To use the environment variables from the script, you must source the environment variables before you run the commands in this task. For example, run:
    source ./cpd_vars.sh
Security context constraint

IBM Master Data Management works with the default Red Hat® OpenShift® Container Platform security context constraint, restricted-v2.

Common core services

IBM Master Data Management requires the IBM Software Hub common core services.

If the common core services are not installed in the operands project for the instance, the common core services are automatically installed when you install IBM Master Data Management. The common core services installation increases the amount of time the installation takes to complete.

Storage requirements
You must specify storage classes when you install IBM Master Data Management. The following storage classes are recommended. However, if you don't use these storage classes on your cluster, ensure that you specify a storage class with an equivalent definition.

* indicates that the storage class is used only if common core services needs to be installed.

Storage Notes Storage classes
OpenShift Data Foundation When you install the service, specify file storage and block storage.
  • File storage: ocs-storagecluster-cephfs
  • Block storage: ocs-storagecluster-ceph-rbd
IBM Fusion Data Foundation When you install the service, specify file storage and block storage.
  • File storage: ocs-storagecluster-cephfs
  • Block storage: ocs-storagecluster-ceph-rbd
IBM Fusion Global Data Platform When you install the service, specify the same storage class for both file storage and block storage.
  • File storage:

    Either of the following storage classes:

    • ibm-spectrum-scale-sc
    • ibm-storage-fusion-cp-sc
  • Block storage:

    Either of the following storage classes:

    • ibm-spectrum-scale-sc
    • ibm-storage-fusion-cp-sc
IBM Storage Scale Container Native When you install the service, specify the same storage class for both file storage and block storage.
  • File storage: ibm-spectrum-scale-sc
  • Block storage: ibm-spectrum-scale-sc
Portworx When you install the service, the --storage_vendor=portworx option ensures that the service uses the correct storage classes.
  • File storage: portworx-shared-gp3
  • Block storage:
    • portworx-couchdb-sc *
    • portworx-elastic-sc *
    • portworx-gp3-sc
NFS When you install the service, specify the same storage class for both file storage and block storage.
  • File storage: managed-nfs-storage
  • Block storage: managed-nfs-storage
Amazon Elastic storage When you install the service, specify file storage and block storage.

File storage is provided by Amazon Elastic File System. Block storage is provided by Amazon Elastic Block Store.
  • File storage: efs-nfs-client
  • Block storage:

    Either of the following storage classes:

    • gp2-csi
    • gp3-csi
NetApp Trident When you install the service, specify the same storage class for both file storage and block storage.
  • File storage: ontap-nas
  • Block storage: ontap-nas
Nutanix Not supported. Not applicable.

Before you begin

This task assumes that the following prerequisites are met:

System requirements
This task assumes that the cluster meets the minimum requirements for IBM Master Data Management.
Where to find more information
If this task is not complete, see System requirements.
Workstation
This task assumes that the workstation from which you will run the installation is set up as a client workstation and has the following command-line interfaces:
  • IBM Software Hub CLI: cpd-cli
  • OpenShift CLI: oc
  • Helm CLI: helm
Where to find more information
If this task is not complete, see Setting up a client workstation.
Control plane
This task assumes that the IBM Software Hub control plane is installed.
Where to find more information
If this task is not complete, see Installing an instance of IBM Software Hub.
Private container registry
If your environment uses a private container registry (for example, your cluster is air-gapped), this task assumes that the following tasks are complete:
  1. The IBM Master Data Management software images are mirrored to the private container registry.
    Where to find more information
    If this task is not complete, see Mirroring images to a private container registry.
  2. The cpd-cli is configured to pull the olm-utils-v4 image from the private container registry.
    Where to find more information
    If this task is not complete, see Pulling the olm-utils-v4 image from the private container registry.
Cluster-scoped resources
This task assumes that the cluster-scoped resources, such as custom resource definitions, cluster roles, and cluster role bindings, exist.
Where to find more information
If this task is not complete, see Creating cluster-scoped resources for the IBM Software Hub platform and services.
Image pull secrets
This task assumes that the secrets that contain the image pull credentials for the instance exist.
Where to find more information
If this task is not complete, see Creating image pull secrets for an instance of IBM Software Hub.

Prerequisite services

To enable the full capabilities of IBM Master Data Management, ensure that the following supplemental service is installed and running:

IBM Knowledge Catalog is not a strict installation prerequisite, but if it is not installed, key IBM Master Data Management capabilities such as profiling, automapping, data quality workflows, and data governance will not work. Other features of the IBM Master Data Management service will function normally.

Procedure

Complete the following tasks to install IBM Master Data Management:

  1. Specifying installation options
  2. Installing the service
  3. Validating the installation
  4. What to do next

Specifying installation options

If you plan to install IBM Master Data Management, you can specify the following installation option in a YAML file named install-options.yml in the cpd-cli work directory (For example: cpd-cli-workspace/olm-utils-workspace/work).

The parameter is optional. If you do not set the installation parameter, the default value is used.

The sample YAML content uses the default value.

Retain the --- syntax at the beginning of the entry to ensure that this entry is treated as a separate document.

---
# ............................................................................
# IBM Master Data Management parameters
# ............................................................................
non_olm:
  match360:
    scaleConfig: x-small
Parameter Description
scaleConfig Specify the size of the service.
Default value
small
Valid values
  • x-small
    Restriction: This size is valid only for proof of concept and demonstration installations.
  • small_mincpureq
  • small
  • medium
  • large

For detailed information about each size, refer to the component scaling guidance PDF.

Installing the service

To install IBM Master Data Management:

  1. Log the cpd-cli in to the Red Hat OpenShift Container Platform cluster:
    ${CPDM_OC_LOGIN}
    Remember: CPDM_OC_LOGIN is an alias for the cpd-cli manage login-to-ocp command.
  2. Install the operator and custom resource for IBM Master Data Management.

    The command that you run depends on the storage on your cluster.

    Red Hat OpenShift Data Foundation storage

    Run the appropriate command for your environment:

    Default installation (without installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET}
    Custom installation (with installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET} \
--param-file=/tmp/work/install-options.yml
    IBM Fusion Data Foundation storage

    Run the appropriate command for your environment:

    Default installation (without installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET}
    Custom installation (with installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET} \
--param-file=/tmp/work/install-options.yml
    IBM Fusion Global Data Platform storage
    Remember: When you use IBM Fusion Global Data Platform storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically ibm-spectrum-scale-sc or ibm-storage-fusion-cp-sc.

    Run the appropriate command for your environment:

    Default installation (without installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET}
    Custom installation (with installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET} \
--param-file=/tmp/work/install-options.yml
    IBM Storage Scale Container Native storage
    Remember: When you use IBM Storage Scale Container Native storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically ibm-spectrum-scale-sc.

    Run the appropriate command for your environment:

    Default installation (without installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET}
    Custom installation (with installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET} \
--param-file=/tmp/work/install-options.yml
    Portworx storage

    Run the appropriate command for your environment:

    Default installation (without installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--storage_vendor=portworx \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET}
    Custom installation (with installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--storage_vendor=portworx \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET} \
--param-file=/tmp/work/install-options.yml
    NFS storage
    Remember: When you use NFS storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically managed-nfs-storage.

    Run the appropriate command for your environment:

    Default installation (without installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET}
    Custom installation (with installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET} \
--param-file=/tmp/work/install-options.yml
    AWS with EFS and EBS storage

    Run the appropriate command for your environment:

    Default installation (without installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET}
    Custom installation (with installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET} \
--param-file=/tmp/work/install-options.yml
    NetApp Trident
    Remember: When you use NetApp Trident storage, both ${STG_CLASS_BLOCK} and ${STG_CLASS_FILE} point to the same storage class, typically ontap-nas.

    Run the appropriate command for your environment:

    Default installation (without installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET}
    Custom installation (with installation options)
    cpd-cli manage install-components \
--license_acceptance=true \
--components=match360 \
--release=${VERSION} \
--patch_id=${PATCH_ID} \
--operator_ns=${PROJECT_CPD_INST_OPERATORS} \
--instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--block_storage_class=${STG_CLASS_BLOCK} \
--file_storage_class=${STG_CLASS_FILE} \
--image_pull_prefix=${IMAGE_PULL_PREFIX} \
--image_pull_secret=${IMAGE_PULL_SECRET} \
--param-file=/tmp/work/install-options.yml

Validating the installation

IBM Master Data Management is installed when the install-components command returns:
[SUCCESS]... The install-components command ran successfully

If you want to confirm that the custom resource status is Completed, you can run the cpd-cli manage get-cr-status command:

cpd-cli manage get-cr-status \
--cpd_instance_ns=${PROJECT_CPD_INST_OPERANDS} \
--components=match360

What to do next

  1. Complete Post-installation setup for IBM Master Data Management.
  2. Review the list of limitations and known issues and ensure that you complete any necessary steps to work around known problems. For details, see Known issues and limitations for IBM Master Data Management and Known issues and limitations for IBM Software Hub.

Optionally, customize your IBM Master Data Management deployment by changing configuration parameters in the custom resource. For details, see Modifying the CR to customize your IBM Master Data Management installation.

After you complete the preceding steps, IBM Master Data Management is ready to use.