Skip to content

Lab Environment Setup

Provision and validate all lab environments at least 12 hours before the session.


Track 02 Products

This track focuses on:


Environment Details

Requirement Detail
Platform IBM TechZone
Accounts needed One IBM Cloud account per attendee
Pre-provisioned resources watsonx.data SaaS environment
watsonx Orchestrate
Cloud Object Storage (COS) bucket
Network Stable internet, no restrictive firewall
Access to IBM Cloud domains
Access to *.ibm.com and *.cloud.ibm.com endpoints
Attendee machine Any OS with a modern browser (Chrome/Firefox/Edge)

Operating system

No local CLI installation is required for Lab 101. All steps are performed via the watsonx.data web console.


Setup Steps

Step 1 — Create an IBM ID

If you don't have an IBMid, create one before proceeding:

Create your IBMid

Step 2 — Reserve the TechZone environment

  1. Go to the TechZone collection:

    Open TechZone Collection

  2. On the Environments tab, find and select the environment named:

    Confluent Platform Enterprise Software with watsonx Orchestrate and the watsonx.data portfolio (.data, .integration, .intelligence)

    This is the third tile (highlighted below):

    Environment Selection

  3. Click Reserve and fill in the reservation details (purpose, dates, etc.).

  4. Submit the reservation.

What this environment includes

  • watsonx Orchestrate instance
  • watsonx.data SaaS environment
  • Cloud Object Storage (COS) bucket — pre-configured and ready to use

Reservation email

After the reservation is complete, you will receive an email from IBM TechZone. You will then receive a second email from IBM Cloud inviting you to join the provisioned account. You do not need to create a new IBM Cloud account or provide a credit card.

Step 3 — Accept the IBM Cloud account invitation

  1. Check your email for an invitation from IBM Technology Zone (noreply@techzone.ibm.com).
  2. Open the email and click the "Please go HERE to accept your invitation" link.
  3. Log in with your IBMid to join the provisioned IBM Cloud account.

Missed the email?

You can find the invitation at: https://cloud.ibm.com/notifications?type=account

Step 4 — Launch the watsonx.data console

  1. Log in to IBM Cloud using your IBMid.
  2. From the left navigation menu, click Resource list.

    IBM Cloud Resource list navigation

  3. Expand the Databases section and click on your watsonx.data instance. The status should show Active.

    watsonx.data instance in Resource list

  4. On the instance page, click Open web console to launch the watsonx.data UI.

    Open web console button

Step 5 — Verify the COS bucket in watsonx.data

The COS bucket is pre-configured in your TechZone environment. Verify it is registered in watsonx.data:

  1. In the watsonx.data console, go to Infrastructure manager.
  2. Confirm that your COS bucket appears under the Storage section.
  3. If it is not registered, click Add component → Storage and follow the prompts to connect your COS bucket using your IBM Cloud COS credentials.

Pre-Lab Checklist

Before each lab session, verify:

IBMid created and active

TechZone environment reserved and IBM Cloud invitation accepted

watsonx.data web console is accessible

Data manager page loads and shows the Ingest data button

COS bucket appears in watsonx.data Infrastructure Manager

Sample CSV file is uploaded to the COS bucket (for Lab 101 Part 2)

Network connectivity is stable


Troubleshooting

Issue Solution
Cannot access TechZone Ensure you have an active IBMid at https://ibm.com/account
Did not receive IBM Cloud invitation email Check https://cloud.ibm.com/notifications?type=account
watsonx.data console not loading Check that the instance status is Active in the IBM Cloud resource list
Ingest data button not visible Ensure your IBM Cloud IAM role includes Writer or Manager permissions on the watsonx.data instance
COS bucket not appearing in Infrastructure Manager Verify the COS HMAC credentials are correctly entered when registering the storage
File upload failing in local ingestion Check that the file size is under 2 GB and the format is one of .csv, .parquet, .json, .avro, .orc, .txt