Getting Started with Azure AI Search for Efficient Data Management

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Posted Oct 31, 2024

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Azure AI Search is a powerful tool that can help you manage your data more efficiently. It allows you to create a search index from your data, making it easier to find what you need.

With Azure AI Search, you can index data from various sources, including Azure Blob Storage, Azure Cosmos DB, and even custom data sources. This flexibility makes it a versatile solution for different use cases.

To get started with Azure AI Search, you need to create a search service in the Azure portal. This involves selecting the correct pricing tier and choosing a unique name for your service.

Azure AI Search Configuration

To get started with Azure AI Search, you'll need to configure the vector store settings. This requires an Azure subscription and an Azure AI Search service, which are available for small and limited workloads at no cost.

You can get the necessary variables from the Azure portal. These include your Azure AI Search URL and admin API key.

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To configure Azure AI Search, you'll need to install the Azure AI Search SDK. This is a crucial step in getting started with Azure AI Search.

You'll also need to import the required libraries, which will vary depending on the programming language you're using. Make sure to check the documentation for the specific libraries you need to import.

Next, you'll need to configure OpenAI settings, which will require you to set up an OpenAI account and obtain an API key. Don't worry, this is a straightforward process.

You'll also need to configure vector store settings, which will allow you to store and manage embeddings in Azure AI Search. This will involve setting up a vector store instance and configuring its settings.

Here's a quick rundown of the steps you'll need to take:

  • Install Azure AI Search SDK
  • Import required libraries
  • Configure OpenAI settings
  • Configure vector store settings
  • Create embeddings and vector store instances
  • Create vector store instance
  • Insert text and embeddings into vector store
  • Perform a vector similarity search
  • Perform a vector similarity search with relevance scores
  • Perform a hybrid search
  • Custom schemas and queries

By following these steps, you'll be well on your way to configuring Azure AI Search and unlocking its powerful features.

assistant

I've worked with Azure AI Search and I can tell you that it's a powerful tool for indexing and querying data. With Azure AI Search, you can index documents and data from a range of sources.

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One of the key benefits of Azure AI Search is its ability to use cognitive skills to enrich index data. This allows you to extract insights from your data that you might not have seen before.

Azure AI Search also allows you to store extracted insights in a knowledge store for analysis and integration. This makes it easy to use the insights you've extracted in other parts of your application or workflow.

By using Azure AI Search, you can create comprehensive and high-scale search solutions that meet the needs of your users.

Pricing Tiers

When choosing a pricing tier for Azure AI Search, you have four options to consider: Free, Basic, Standard, and Storage Optimized.

The Free tier is perfect for exploration, allowing you to test the waters without committing to a paid plan.

The Basic tier is ideal for small-scale solutions, providing a more robust foundation for your project.

The Standard tier is designed for enterprise-scale solutions, giving you the capacity and configuration options you need to succeed.

The Storage Optimized tier is specifically tailored for large indexes, offering the most storage and scalability of all the options.

Once you choose a pricing tier, you can't change it - if your needs evolve, you'll need to create a new Azure AI Search resource and start from scratch.

Content Management

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Content Management is a crucial aspect of Azure AI Search. You can use indexers to synchronize data across multiple services, but if you don't use indexers, you'll need to push objects and data to different search services in parallel.

If you're using the Azure AI Search REST API, you can push content updates to multiple services at once. This ensures all your search services are in sync whenever an update is required.

In your code, make sure to handle cases where an update to one search service fails but succeeds for other search services. This will prevent errors from propagating and affecting other services.

For more information on synchronizing data across multiple services, see the Azure documentation on Synchronize data across multiple services.

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Multi-Region Setup

If your operational requirements include business continuity and disaster recovery, you'll want to set up multiple services in separate geographic regions. This ensures that your search service can continue to function even if one region experiences an outage.

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Azure AI Search doesn't provide instant failover in case of an outage, so it's essential to have a plan in place. By creating multiple services in regions with close proximity to your users, you can equalize performance for all users and reduce latency.

To achieve this, you can create two or more search services in different regions. This setup allows you to meet application requirements for continuity and recovery, as well as faster response times for a global user base.

Here's a simple strategy for implementing a geo-distributed set of search services:

  • Create multiple services in different regions
  • Design a strategy for data synchronization
  • Optionally, include a resource like Azure Traffic Manager for routing requests

If you're looking for a more detailed example, check out the Bicep sample on GitHub that deploys a fully configured, multi-regional search solution. This sample provides two options for index synchronization and request redirection using Traffic Manager.

Indexing and Querying

You can use an indexer as the sole means for data ingestion, or in combination with other techniques. The indexing process in Azure AI Search is a systematic procedure that creates a document for each indexed entity.

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An indexer definition consists of properties that uniquely identify the indexer, specify which data source and index to use, and provide other configuration options that influence run time behaviors.

Indexers are the engine that drives the indexing process, taking the outputs extracted using skills in the skillset, along with the data and metadata values extracted from the original data source, and maps them to fields in the index.

An index is the end product of the indexing process and serves as the backbone of Azure AI Search. It's a collection of JSON documents, each containing a set of fields that hold the values extracted during indexing.

You can configure each field with specific attributes, including key, searchable, filterable, sortable, facetable, and retrievable.

Here are the indexing actions you can control on a per-document basis:

  • Upload: inserts a new document or updates an existing one
  • Merge: updates an existing document or fails if the document can't be found
  • MergeOrUpload: behaves like merge if the document exists, and upload if it's new
  • Delete: removes the entire document from the index

You can query an index using full-text search semantics, which allows you to retrieve index entries based on simple field value matching.

Querying and Filtering

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You can add data to the vector store based on a custom schema, which allows you to load text into fields like title and source.

The source field is filterable, making it easy to narrow down results based on content.

To query an index in Azure AI Search, you can use full text search semantics to retrieve index entries.

Querying

You can create an index with an empty index on Azure AI Search, which is what you'll get when you replace the default schema with a custom schema. This is useful for setting up a new search solution.

To query an index, you'll need to have an index created and populated first, which involves adding data to the vector store based on the custom schema. This includes loading text into fields like title and source.

Simple field value matching can be used to retrieve index entries, but most search solutions employ full text search semantics to query an index. This is a more powerful way to search through your data.

The source field is filterable, which means you can use it to filter the results based on content in that field. This is demonstrated in an example where a query filters the results based on the source field.

Indexer Management

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You should plan on creating one indexer for every target index and data source combination. You can have multiple indexers writing into the same index, and you can reuse the same data source for multiple indexers.

An indexer can only consume one data source at a time, and can only write to a single index. This means you'll need to create a separate indexer for each unique combination of data source and target index.

Here are some key things to keep in mind when managing your indexers:

Indexer

An indexer is the engine that drives the indexing process in Azure AI Search. It takes the outputs extracted using the skills in the skillset, along with the data and metadata values extracted from the original data source, and maps them to fields in the index.

Indexer definitions consist of properties that uniquely identify the indexer, specify which data source and index to use, and provide other configuration options that influence run time behaviors.

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An indexer can only consume one data source at a time, and can only write to a single index. This means you can have multiple indexers writing into the same index, but each indexer can only reference one data source.

Here are the possible indexing actions: upload, merge, mergeOrUpload, and delete. You can control the type of indexing action on a per-document basis, specifying whether the document should be uploaded in full, merged with existing document content, or deleted.

You can create an indexer definition using the Azure portal, the REST API, or the .NET SDK. Indexer functionality is exposed in these interfaces, making it easy to manage your indexers.

Indexers are automatically run when they are created and can be scheduled to run at regular intervals or run on demand to add more documents to the index. You can monitor indexer status in the portal or through the Get Indexer Status API.

Indexers don't have dedicated processing resources, which means their status may show as idle before running (depending on other jobs in the queue) and run times may not be predictable. Other factors define indexer performance as well, such as document size, document complexity, image analysis, among others.

Service Outages and Catastrophic Events

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Service outages and catastrophic events can be a concern for any Azure AI Search service. Microsoft guarantees a high level of availability for index query requests when an Azure AI Search service instance is configured with two or more replicas.

However, there's no built-in mechanism for disaster recovery, so it's essential to plan for continuous service in the event of a catastrophic failure. This can be achieved by provisioning a second service in a different region and implementing a geo-replication strategy.

A geo-replication strategy ensures indexes are fully redundant across all services, providing a safeguard against data loss. Two services in different regions, each running an indexer, could index the same data source to achieve geo-redundancy.

It's worth noting that Azure AI Search indexers can only perform incremental indexing from primary replicas. In a failover event, be sure to redirect the indexer to the new primary replica to ensure data consistency.

Navigating Capacity

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Navigating Capacity is crucial when working with Azure AI Search. Azure AI Search is a key player in the world of data, helping organizations like Global Adventures sift through vast amounts of data.

You can configure the indexing capacity of your Azure AI Search service to match your needs. This allows you to adjust the amount of data that can be indexed at a given time.

The indexing capacity is measured in units, which determine how much data can be indexed per hour. The number of units available depends on the pricing tier of your Azure AI Search service.

For example, the S1 pricing tier comes with 1 unit, while the S3 pricing tier comes with 3 units. This means you can index more data per hour with a higher pricing tier.

As you navigate capacity, keep in mind that exceeding the indexing capacity can lead to errors and failed indexing operations. This can be frustrating and time-consuming to resolve.

Indexer Setup and Configuration

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To set up an indexer in Azure AI Search, you need an Azure subscription and an Azure AI Search service, which are available for small and limited workloads at no cost. You'll also need to set variables for your Azure AI Search URL and admin API key, which can be obtained from the Azure portal.

You can use an indexer as the sole means for data ingestion or in combination with other techniques. The main scenarios for using an indexer include single data source, multiple data sources, multiple indexers, and content transformation. To plan your indexer setup, remember that you should create one indexer for every target index and data source combination.

Here are the main properties of an indexer definition:

  • Properties that uniquely identify the indexer
  • Data source and index to use
  • Other configuration options that influence run time behaviors

Indexers don't have dedicated processing resources, so their status may show as idle before running, and run times may not be predictable. Other factors that define indexer performance include document size, document complexity, image analysis, and more.

Create and Run the Indexer

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To create and run the indexer, you'll need to define its properties, specify the data source and index, and configure other options that influence its behavior.

The indexer definition consists of properties that uniquely identify the indexer, specify which data source and index to use, and provide other configuration options.

You can create an indexer definition by providing a unique name, selecting the data source and index, and configuring other options such as the run time behavior.

An indexer definition can be created using the Azure portal, REST API, or Azure SDK for .NET, Python, Java, or JavaScript.

You can also monitor indexer status in the portal or through the Get Indexer Status API.

Indexer status may show as idle before running, depending on other jobs in the queue, and run times may not be predictable.

Other factors define indexer performance, such as document size, document complexity, image analysis, among others.

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Here are the key steps to create and run the indexer:

  • Create an indexer definition with a unique name, data source, and index.
  • Specify the run time behavior, such as on demand or scheduled.
  • Configure other options that influence the indexer's behavior.
  • Monitor indexer status in the portal or through the Get Indexer Status API.

Skillset

A skillset is an optional step that invokes built-in or custom AI processing to enrich the source data.

This can include adding optical character recognition (OCR) or other forms of image analysis if the content is binary.

Skillsets can also add natural language processing, such as text translation or key phrase extraction.

Enrichment occurs during skillset execution, which is where the data is transformed and enhanced with insights obtained by a specific AI skill.

In a basic search solution, you might index the data extracted from the data source, but modern application users demand richer insights into the data.

Examples of enriched information include the language of a document, key phrases, sentiment score, specific locations, people, organizations, or landmarks mentioned in the content.

AI-generated descriptions of images can also be included, or image text extracted by optical character recognition.

Skillsets are encapsulated in a skillset that defines an enrichment pipeline, each step of which enhances the source data with new insights.

Think of a skillset as a "pipeline within the pipeline" that can be used to drive skillset execution and outputs, assuming a skillset is defined.

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Frequently Asked Questions

What is Azure AI Search used for?

Azure AI Search is a powerful tool for indexing and searching large volumes of content, including text and vectors, to help you find what you need quickly and efficiently. It's ideal for applications that require robust search capabilities, such as enterprise knowledge bases, research databases, and content management systems.

What is the difference between Microsoft search and Azure AI Search?

Microsoft Search is a unified search experience across Microsoft 365 apps and services, while Azure AI Search is a cloud-based platform for developers to build custom search solutions

Is Azure AI Search open source?

Azure AI Search is built on top of the open-source Lucene platform, but also includes proprietary Microsoft algorithms. While the Lucene foundation is open-source, the overall Azure AI Search service is not entirely open-source.

What happened to Azure Cognitive Search?

Azure Cognitive Search was rebranded to Azure AI Search in October 2023. Learn more about the changes and how Azure AI Search can help you.

Is Azure Cognitive Search the same as Azure AI Search?

Azure Cognitive Search and Azure AI Search are the same service, with the latter being its current name. The service's capabilities and features remain unchanged, now under a new name.

Ann Predovic

Lead Writer

Ann Predovic is a seasoned writer with a passion for crafting informative and engaging content. With a keen eye for detail and a knack for research, she has established herself as a go-to expert in various fields, including technology and software. Her writing career has taken her down a path of exploring complex topics, making them accessible to a broad audience.

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