AI Search

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

Azure AI Search Setup Notes

• Microsoft's Azure AI Search documentation is found here:
• https://learn.microsoft.com/en-us/azure/search/

Basic Setup

1. Create an Azure AI 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
     • FYI: When setting up the Search Service, you will need to add a "query key" as well. This is needed for the next step.
     • FYI: Copy or write down the URL for the next step as well.
2. 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.
3. 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.
4. 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.
5. 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.
   • Running the Grooper Indexing Service to index documents automatically in the background.