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setup-cortex-config

Guides the setup and configuration of the Cortex Framework config.yaml file, validating GCP projects, BigQuery datasets, locations, and Dataform target settings.

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GoogleCloudPlatform/cortex-framework
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September 2, 2026 at 14:12
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name
setup-cortex-config
description
Guides the setup and configuration of the Cortex Framework config.yaml file, validating GCP projects, BigQuery datasets, locations, and Dataform target settings.
# Setup Cortex Configuration This skill assists in establishing, customizing, and validating the primary Cortex Framework configuration (`config.yaml`). It uses a slot-filling experience to ensure all mandatory and optional configurations are accurately populated, conforming to Google Cloud and BigQuery formatting requirements. --- ## Required vs. Optional Configuration Cortex V7 requires accurate environment details to coordinate BigQuery transformations and orchestrate Dataform pipelines. ### **1. Mandatory Configuration Settings (Strict Validation)** The following values **MUST** be populated with valid, non-placeholder values: * **`buildEnvironment.buildProjectId`**: The Google Cloud Project ID where build operations and script executions run. * **`data.bigQueryLocation`**: The geographical location for BigQuery datasets (e.g., `US`, `EU`, `us-central1`). * **`data.sources`**: Needs at least one data source (typically `id: sap_raw`) mapping the replication source: * `projectId`: GCP project ID hosting the raw/replicated SAP tables. * `datasetId`: BigQuery dataset ID containing the replicated tables (e.g., `cortex_sap_raw`). * **`data.targets`**: Needs target datasets where transformations will be materialized: * **Foundation Target** (`id: sap_foundation`): Project ID and Dataset ID for processed, standard tables. * **Product Target** (`id: product_target`): Project ID and Dataset ID for final data products. * **`deployment.targets`**: Orchestration targets (Dataform repository setup): * `repositoryProjectId`: GCP Project ID hosting the Dataform repository. * `repositoryRegion`: GCP region hosting the repository (e.g., `us-central1`). * `repositoryName`: Unique repository name (e.g., `cortex-repository`). * `workspaceName`: Dataform workspace name (e.g., `dev`). ### **2. Optional Configuration Settings** * **`data.namespaces`**: Custom namespaces for data foundation and products (default is `cortex`). Note: defining a custom/customer namespace is **NOT required** for standard framework setup, and is **only recommended/required** when building the customer's own new or derived data products. * **`modules.foundations` settings**: * `sapVersion`: Target SAP version (`ecc` or `s4`). * `mandt`: 3-digit SAP client identifier (defaults to `"100"`). * `enabled`: Set `true` or `false` to enable/disable specific foundations. * `tableSettings`: File path override for custom table listings. * **`modules.products` settings**: * `enabled`: Set `true` or `false` to build/deploy individual data products. * `tableSettings`: Custom partitioning/clustering settings file path. --- ## Using the Configuration Tool This skill includes a dedicated validation and configuration utility located at: `external-skills/.agents/skills/setup_cortex_config/scripts/configure_cortex.py` ### **1. Interactively Fill Configuration (Wizard Mode)** Run the interactive slot-filling wizard to set up or update a configuration file step-by-step: ```bash python3 external-skills/.agents/skills/setup_cortex_config/scripts/configure_cortex.py wizard --config <target_config_path.yaml> ``` *Note: If the target config file already exists, current values will be loaded as defaults in brackets `[...]`. Pressing Enter keeps the current value.* ### **2. Update Specific Fields** You can directly modify individual fields without going through the wizard: ```bash python3 external-skills/.agents/skills/setup_cortex_config/scripts/configure_cortex.py set <yaml.dot.path> <value> --config <target_config_path.yaml> ``` **Examples:** ```bash # Update build project ID python3 external-skills/.agents/skills/setup_cortex_config/scripts/configure_cortex.py set buildEnvironment.buildProjectId my-cortex-build-project --config config/config.yaml # Change SAP Version to S4 python3 external-skills/.agents/skills/setup_cortex_config/scripts/configure_cortex.py set data.modules.foundations.0.moduleSettings.sapVersion s4 --config config/config.yaml ``` ### **3. Validate Configuration Syntax and Settings** Verify all project IDs, datasets, and locations conform to syntax rules and that no placeholder `YOUR_...` values remain: ```bash python3 external-skills/.agents/skills/setup_cortex_config/scripts/configure_cortex.py validate --config <target_config_path.yaml> ``` ### **4. View Current Configuration** Print the clean structured configuration file: ```bash python3 external-skills/.agents/skills/setup_cortex_config/scripts/configure_cortex.py show --config <target_config_path.yaml> ``` --- ## Core Operating Behaviors for Agents When tasked with helping a user setup their configuration: 1. **Locate / Create Configuration file**: * Check if a configuration file already exists (e.g., `config/config.yaml` or `.cortex/config.yaml`). * If not, copy `cortex-framework-core/config/config.yaml.example` to the path requested by the user (defaulting to `config/config.yaml`). **Never overwrite existing custom files without user consent.** 2. **Execute Validation First**: * Run the validation command to spot missing or placeholder values. 3. **Provide a Slot-Filling Session**: * Offer to run the `configure_cortex.py wizard` to guide them through setting up their GCP projects and BigQuery settings. * Alternatively, request the values directly from the user and apply them using the `set` command of the tool. 4. **Validate and Test Build**: * Run `python3 external-skills/.agents/skills/setup_cortex_config/scripts/configure_cortex.py validate` to confirm the configurations. * Ensure they pass successfully before attempting deployment or compiling data products. 5. **Generate Configuration Setup Report**: * At the end of a configuration action, you **MUST** generate a comprehensive **Cortex Framework Configuration Setup Report** as an artifact in the standard brain artifacts directory using the template located at: `assets/setup_report_template.md` * Fill in all placeholders accurately (e.g. file paths, GCP parameters, validation validator outputs) based on your execution, and refer to the generated report in your final response to the user.
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