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

   • 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/.
2. Add an "AI Search" Repository Option to the Grooper Repository's root node.
3. Enter the URL and API key for the Azure 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. This only needs to be done once per 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.
   • Running the Grooper Indexing Service to index documents automatically in the background.