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Update index-add.md
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articles/ai-studio/how-to/index-add.md

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@@ -7,6 +7,7 @@ ms.service: azure-ai-studio
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ms.custom:
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- ignite-2023
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- build-2024
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- ignite-2024
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ms.topic: how-to
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ms.date: 5/21/2024
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ms.reviewer: estraight
@@ -26,107 +27,58 @@ You must have:
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- An Azure AI Studio project
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- An Azure AI Search resource
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## Create an index from the Indexes tab
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## Create an index from the Chat playground
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1. Sign in to [Azure AI Studio](https://ai.azure.com).
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1. Go to your project or [create a new project](../how-to/create-projects.md) in Azure AI Studio.
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1. From the collapsible **My assets** menu on the left, select **Data + indexes**.
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1. At the top, select the **Indexes** tab.
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1. From the menu on the left, select **Playgrounds**.
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:::image type="content" source="../media/index-retrieve/project-left-menu.png" alt-text="Screenshot of Project Left Menu." lightbox="../media/index-retrieve/project-left-menu.png":::
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1. Select **+ New index**
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1. Select a deployed model. If you have not done so already, deploy a model by selecting **Create new deployment**.
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:::image type="content" source="../media/index-retrieve/create-deployment.png" alt-text="Screenshot of create a deployment button." lightbox="../media/index-retrieve/create-deployment.png":::
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1. Scroll to the bottom of the model window. Select **+ Add a new data source**
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:::image type="content" source="../media/index-retrieve/add-your-data.png" alt-text="Screenshot of the add your data section." lightbox="../media/index-retrieve/add-your-data.png":::
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1. Choose your **Source data**. You can choose source data from a list of your recent data sources, a storage URL on the cloud, or upload files and folders from the local machine. You can also add a connection to another data source such as Azure Blob Storage.
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:::image type="content" source="../media/index-retrieve/select-source-data.png" alt-text="Screenshot of select source data." lightbox="../media/index-retrieve/select-source-data.png":::
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1. Select **Next** after choosing source data
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1. Choose the **Index Storage** - the location where you want your index to be stored
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1. If you already have a connection created for an Azure AI Search service, you can choose that from the dropdown.
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1. Choose the **Index Storage** - the location where you want your index to be stored in the **Index configuration** tab.
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1. If you already have an Azure AI Search resource, you can choose that from the dropdown.
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:::image type="content" source="../media/index-retrieve/index-storage.png" alt-text="Screenshot of select index store." lightbox="../media/index-retrieve/index-storage.png":::
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1. If you don't have an existing connection, choose **Connect other Azure AI Search service**
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1. Select the subscription and the service you wish to use.
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:::image type="content" source="../media/index-retrieve/index-store-details.png" alt-text="Screenshot of Select index store details." lightbox="../media/index-retrieve/index-store-details.png":::
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1. Select **Next** after choosing index storage
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1. Configure your **Search Settings**
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1. The ***Vector settings*** defaults to true for Add vector search to this search resource. As noted, this enables Hybrid and Hybrid + Semantic search options. Disabling this limits vector search options to Keyword and Semantic.
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1. For the hybrid option to work, you need an embedding model. Choose an embedding model from the dropdown.
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1. Select the acknowledgment to deploy an embedding model if it doesn't already exist in your resource
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:::image type="content" source="../media/index-retrieve/search-settings.png" alt-text="Screenshot of configure search settings." lightbox="../media/index-retrieve/search-settings.png":::
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If a non-Azure OpenAI model isn't appearing in the dropdown follow these steps:
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1. Navigate to the Project settings in [Azure AI Studio](https://ai.azure.com).
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1. Navigate to connections section in the settings tab and select New connection.
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1. Select **Serverless Model**.
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1. Type in the name of your embedding model deployment and select Add connection. If the model doesn't appear in the dropdown, select the **Enter manually** option.
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1. Enter the deployment API endpoint, model name, and API key in the corresponding fields. Then add connection.
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1. The embedding model should now appear in the dropdown.
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1. If you don't have an existing resource, choose **Create a new Azure AI Search resource**. Select **Next**.
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1. Select the Azure OpenAI connection you want to use. Select **Next**.
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:::image type="content" source="../media/index-retrieve/serverless-connection.png" alt-text="Screenshot of connect a serverless model." lightbox="../media/index-retrieve/serverless-connection.png":::
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1. Select **Next** after configuring search settings
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1. In the **Index settings**
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1. Enter a name for your index or use the autopopulated name
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1. Schedule updates. You can choose to update the index hourly or daily.
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1. Choose the compute where you want to run the jobs to create the index. You can
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- Auto select to allow Azure AI to choose an appropriate VM size that is available
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- Choose a VM size from a list of recommended options
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- Choose a VM size from a list of all possible options
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:::image type="content" source="../media/index-retrieve/index-settings.png" alt-text="Screenshot of configure index settings." lightbox="../media/index-retrieve/index-settings.png":::
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1. Select **Next** after configuring index settings
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1. Enter a name you want to use for your vector index. Select **Next**.
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1. Review the details you entered and select **Create**
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1. You're taken to the index details page where you can see the status of your index creation.
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## Create an index from the Playground
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1. Open your AI Studio project.
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1. Navigate to the Playground tab.
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1. The Select available project index is displayed for existing indexes in the project. If an existing index isn't being used, continue to the next steps.
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1. Select the Add your data dropdown.
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:::image type="content" source="../media/index-retrieve/add-data-dropdown.png" alt-text="Screenshot of the playground add your data dropdown." lightbox="../media/index-retrieve/add-data-dropdown.png":::
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1. If a new index is being created, select the ***Add your data*** option. Then follow the steps from ***Create an index from the Indexes tab*** to navigate through the wizard to create an index.
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1. If there's an external index that is being used, select the ***Connect external index*** option.
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1. In the **Index Source**
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1. Select your data source
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1. Select your AI Search Service
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1. Select the index to be used.
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:::image type="content" source="../media/index-retrieve/connect-external-index.png" alt-text="Screenshot of the page where you select an index." lightbox="../media/index-retrieve/connect-external-index.png":::
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1. Select **Next** after configuring search settings.
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1. In the **Index settings**
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1. Enter a name for your index or use the autopopulated name
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1. Schedule updates. You can choose to update the index hourly or daily.
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1. Choose the compute where you want to run the jobs to create the index. You can
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- Auto select to allow Azure AI to choose an appropriate VM size that is available
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- Choose a VM size from a list of recommended options
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- Choose a VM size from a list of all possible options
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1. Review the details you entered and select **Create.**
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1. The index is now ready to be used in the Playground.
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## Use an index in prompt flow
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1. Sign in to [Azure AI Studio](https://ai.azure.com) and select your project.
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1. From the collapsible left menu, select **Prompt flow**.
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1. From the collapsible left menu, select **Prompt flow** from the **Build and customize** section.
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1. Open an existing prompt flow or select **+ Create** to create a new flow.
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1. On the top menu of the flow designer, select **More tools**, and then select ***Index Lookup***.
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:::image type="content" source="../media/index-retrieve/index-lookup-tool.png" alt-text="Screenshot of Vector index Lookup from More Tools." lightbox="../media/index-retrieve/index-lookup-tool.png":::
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1. Provide a name for your Index Lookup Tool and select **Add**.
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1. Select the **mlindex_content** value box, and select your index. After completing this step, enter the queries and **query_types** to be performed against the index.
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1. Select the **mlindex_content** value box, and select your index from the value section. After completing this step, enter the queries and **query_types** to be performed against the index.
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:::image type="content" source="../media/index-retrieve/configure-index-lookup-tool.png" alt-text="Screenshot of the prompt flow node to configure index lookup." lightbox="../media/index-retrieve/configure-index-lookup-tool.png":::
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:::image type="content" source="../media/index-retrieve/generate-index.png" alt-text="Screenshot of the prompt flow node to generate an index." lightbox="../media/index-retrieve/generate-index.png":::
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