AI Search: Difference between revisions

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Basic Setup
Basic Setup
# Create an Azure AI Search Service
# Create an Azure AI Search Service
#* The following article from Microsoft instructs users how to create a Search Service.
#* The following article from Microsoft instructs users how to create a Search Service:
#* https://learn.microsoft.com/en-us/azure/search/search-create-service-portal
#* https://learn.microsoft.com/en-us/azure/search/search-create-service-portal
#** FYI: When setting up the Search Service, you will need to add a "query key" as well.  This is needed for the next step.
#**<li class="fyi-bullet"> You will need the Azure AI Search service's "URL" and either "Primary admin key" or "Secondary admin key" for the next step. These values can be found by accessing the Azure Search service from https://portal.azure.com/.
#** FYI: Copy or write down the URL for the next step as well.
# Add an "AI Search" Repository Option to the Grooper Repository's root node.
# Add an "AI Search" Repository Option to the Grooper Repository's root node.
#* You will need the URL and Query Key (API Key) from AI Search service in Azure.
# Enter the URL and API key for the AI Search service.  Copy this from Azure.
# Add an Indexing Behavior on a Content Model in Grooper.
# Add an Indexing Behavior on a Content Model in Grooper.
#* Documents must be classified before they can be indexed.  Only Document Types/Content Types inheriting an Indexing Behavior are eligible for indexing.
#* Documents must be classified before they can be indexed.  Only Document Types/Content Types inheriting an Indexing Behavior are eligible for indexing.

Revision as of 13:04, 24 June 2024

This is a placeholder for an article on an upcoming new feature in version 2024.


Azure AI Search Setup Notes


Basic Setup

  1. Create an Azure AI Search Service
  2. Add an "AI Search" Repository Option to the Grooper Repository's root node.
  3. Enter the URL and API key for the AI Search service. Copy this from Azure.
  4. Add an Indexing Behavior on a Content Model in Grooper.
    • Documents must be classified before they can be indexed. Only Document Types/Content Types inheriting an Indexing Behavior are eligible for indexing.
  5. Create the search index by right-clicking the Content Model and selecting "Search > Create Search Index"
    • This creates the search index in Azure. Without the search index created, documents can't be added to an index.
  6. Index documents in one of the following ways:
    • Manually, one document at a time by right-clicking the document and using the "Add to Index" command.
    • Using an Execute activity in a Batch Process to apply the "Add to Index" command to all documents in a Batch.
      • STILL NEEDS TESTING
    • Running the Grooper Indexing Service to index documents automatically in the background.
      • STILL NEEDS TESTING