Follow these steps to get the copilot template up and running in a subscription of your choice. Note that there may be specific instructions for deploying to Azure Government or other Sovereign regions.
If you prefer to have a more guided experience, you may choose to view the click-through deployment guide for this copilot template.
The deployment process for the IA copilot template, uses a concept of Developing inside a Container to containerize all the necessary pre-requisite component without requiring them to be installed on the local machine. The environment you will work in will be created using a development container or dev container hosted on a virtual machine using GitHub Codespaces.
Begin by first forking the Information Assistant repository into your own repository. This can be useful for managing any changes you may require for your local environment. It will also enable you to accept and merge changes from the Information Assistant repo as future releases and hotfixes are made available.
To fork the repo simply click the Fork button at the top of the Information Assistant Repo page and follow the steps to set up your new fork.
Once you have forked the repo, you can then use the following button to open the Information Assistant GitHub Codespaces. You will need to select your forked repo and the location for your GitHub Codespaces to run in.
Begin by setting up your own GitHub Codespaces using our Developing in Codespaces documentation.
If you want to configure your local desktop for development container or you do not have access to GitHub Codespaces, follow our Configuring your System for Development Containers guide. More information can be found at Developing inside a Container.
Once you have completed setting up a GitHub Codespaces, please move on to the Sizing Estimation step.
The IA copilot template needs to be sized appropriately based on your use case. Please review our Sizing Estimator to help find the configuration that fits your needs.
To change the size of components deployed, make changes in the Terraform Variables file.
Once you have completed the Sizing Estimator and sized your deployment appropriately, please move on to the Configuring your environment step.
If you have an existing 1.0 deployment and you are looking to upgrade that deployment in place, or migrate your existing processed data to a newly deployed instance, review the upgrade & migrate documentation.
You now need to set up your local environment variables file in preparation for deployment.
Inside your Development environment (GitHub Codespaces or Container), do the following:
- Open
scripts/environmentsand copylocal.env.exampletolocal.env.- Then open
local.envand update values as needed:
| Variable | Required | Description |
|---|---|---|
| LOCATION | Yes | The location (West Europe is the default). The Terraform templates use this value. To get a list of all the current Azure regions you can run az account list-locations -o table. The value here needs to be the Name value and not Display Name. |
| WORKSPACE | Yes | The workspace name (use something simple and unique to you). This will appended to infoasst-????? as the name of the resource group created in your subscription. |
| SUBSCRIPTION_ID | Yes | The GUID of the Azure Subscription you plan to deploy IA into. This is required in the latest versions of Terraform. |
| AZURE_ENVIRONMENT | Yes | This will determine the Azure cloud environment the deployment will target. Information Assistant currently supports, AzureCloud and AzureUSGovernment. Info available at Azure cloud environments. If you are targeting "AzureUSGovernment" please see our sovereign deployment support documentation. |
| SECURE_MODE | Yes | Defaults to false. This feature flag will determine if the Information Assistant deploys it's Azure Infrastructure in a secure mode or not. |
| ENABLE_WEB_CHAT | Yes | Defaults to false. This feature flag will enable the ability to use Web Search results as a data source for generating answers from the LLM. This feature will also deploy a Bing v7 Search instance in Azure to retrieve web results from, however Bing v7 Search is not available in AzureUSGovernment regions, so this feature flag is NOT compatible with AZURE_ENVIRONMENT=AzureUSGovernment. |
| ENABLE_BING_SAFE_SEARCH | No | Defaults to true. If you are using the ENABLE_WEB_CHATfeature you can set the following values to enable safe search on the Bing v7 Search APIs. |
| ENABLE_UNGROUNDED_CHAT | Yes | Defaults to false. This feature flag will enable the ability to interact directly with an LLM. This experience will be similar to the Azure OpenAI Playground |
| ENABLE_MATH_ASSISTANT | Yes | Defaults to true. This feature flag will enable the Math Assistant tab in the Information Assistant website. Read more information on the Math Assistant |
| ENABLE_TABULAR_DATA_ASSISTANT | Yes | Defaults to true. This feature flag will enable the Tabular Data Assistant tab in the Information Assistant website. Read more information about the Tabular Data Assistant. Read the security warnings on the Tabular Data Assistant feature page when deploying this feature. |
| ENABLE_SHAREPOINT_CONNECTOR | Yes | Defaults to false. This feature flag enabled the ability to ingest data from SharePoint document stores into the Information Assistant. When enabled, be sure to set the SHAREPOINT_TO_SYNC parameter for your SharePoint sites. Read more about configuring the SharePoint Connector. This feature flag is NOT compatible with AZURE_ENVIRONMENT=AzureUSGovernment. |
| SHAREPOINT_TO_SYNC | No | This is a JSON Array of Objects for SharePoint Sites and their entry folders. The app will crawl down from the folder specified for each site. Specifying "/Shared Documents" will crawl all the documents in your SharePoint. [{"url": "https://SharePoint.com/", "folder": "/Shared Documents"}] This will overwrite any prior changes you've made to config.json. Information on setting up SharePoint Ingestion can be found here SharePoint Connector |
| REQUIRE_WEBSITE_SECURITY_MEMBERSHIP | Yes | Use this setting to determine whether a user needs to be granted explicit access to the website via an Azure AD Enterprise Application membership (true) or allow the website to be available to anyone in the Azure tenant (false). Defaults to false. If set to true, A tenant level administrator will be required to grant the implicit grant workflow for the Azure AD App Registration manually. |
| SECRET_EXPIRATION_DAYS | Yes | Defaults to 730. Use this setting to set the secret expiration to the current day plus the number of days specified. Key Vault secrets require an expiration date to be compatible with Microsoft's recommended guardrails for Azure Key Vault policy. We have NOT included automatic secret rotation in this deployment. Go here for more information on enabling cryptographic key auto-rotation. |
| SKIP_PLAN_CHECK | No | If this value is set to 1, then the Terraform deployment will not stop to allow you to review the planned changes. The default value is 0 in the scripts, which will allow the deployment to stop and confirm you accept the proposed changes before continuing. |
| USE_EXISTING_AOAI | Yes | Defaults to false. Set this value to "true" if you want to use an existing Azure Open AI service instance in your subscription. This can be useful when there are limits to the number of AOAI instances you can have in one subscription. When the value is set to "false" and Terraform will create a new Azure Open AI service instance in your resource group. |
| AZURE_OPENAI_RESOURCE_GROUP | No | If you have set USE_EXISTING_AOAI to "true" then use this parameter to provide the name of the resource group that hosts the Azure Open AI service instance in your subscription. |
| AZURE_OPENAI_SERVICE_NAME | No | If you have set USE_EXISTING_AOAI to "true" then use this parameter to provide the name of the Azure Open AI service instance in your subscription. |
| AZURE_OPENAI_CHATGPT_DEPLOYMENT | No | If you have set USE_EXISTING_AOAI to "true" then use this parameter to provide the name of a deployment of the "gpt-35-turbo" model in the Azure Open AI service instance in your subscription. |
| USE_AZURE_OPENAI_EMBEDDINGS | Yes | Defaults to "true". When set to "true" this value indicates to Information Assistant to use Azure OpenAI models for embedding text values. If set to "false", Information Assistant will use the open source language model that is provided in the values below. |
| AZURE_OPENAI_EMBEDDING_DEPLOYMENT_NAME | No | If you have set USE_AZURE_OPENAI_EMBEDDINGS to "true" then use this parameter to provide the name of a deployment of the "text-embedding-ada-002" model in the Azure Open AI service instance in your subscription. |
| OPEN_SOURCE_EMBEDDING_MODEL | No | A valid open source language model that Information Assistant will use for text embeddings. The model needs to be downloadable and available through Sentence Transformer. This setting will be used when USE_AZURE_OPENAI_EMBEDDINGS is set to "false". |
| OPEN_SOURCE_EMBEDDING_MODEL_VECTOR_SIZE | No | When specifying an open source language model the vector size the model's embedding produces must be specified so that the Azure AI Search hybrid index's vector columns can be set to the matching size. This setting will be used when USE_AZURE_OPENAI_EMBEDDINGS is set to "false". |
| AZURE_OPENAI_CHATGPT_MODEL_NAME | No | This can be used to select a different GPT model to be deployed to Azure OpenAI when the default (gpt-35-turbo-16k) isn't available to you. |
| AZURE_OPENAI_CHATGPT_MODEL_VERSION | No | This can be used to select a specific version of the GPT model above when the default (0613) isn't available to you. |
| AZURE_OPENAI_CHATGPT_SKU | No | This can be used to select a different GPT model SKU to be used on the deployment to Azure OpenAI when the default (Standard) isn't available. |
| AZURE_OPENAI_EMBEDDINGS_MODEL_NAME | No | This can be used to select a different embeddings model to be deployed to Azure OpenAI when the default (text-embedding-ada-002) isn't available to you. |
| AZURE_OPENAI_EMBEDDINGS_MODEL_VERSION | No | This can be used to select a specific version of the embeddings model above when the default (2) isn't available to you. |
| AZURE_OPENAI_EMBEDDINGS_SKU | No | This can be used to select a different embeddings model SKU to be used on the deployment to Azure OpenAI when the default (Standard) isn't available. |
| AZURE_OPENAI_CHATGPT_MODEL_CAPACITY | Yes | This value can be used to provide the provisioned capacity of the GPT model deployed to Azure OpenAI when you have reduced capacity. |
| AZURE_OPENAI_EMBEDDINGS_MODEL_CAPACITY | Yes | This value can be used to provide the provisioned capacity of the embeddings model deployed to Azure OpenAI. |
| CHAT_WARNING_BANNER_TEXT | No | Defaults to "". Provide a value in this parameter to display a header and footer to the UX of Information Assistant with the included warning banner text. |
| DEFAULT_LANGUAGE | Yes | Use the parameter to specify the matching ENV file located in the scripts/environments/languages folder. You can then use this file to customize the language settings of the search index, search skillsets, and Azure OpenAI prompts. See Configuring your own language ENV file more information. |
| ENABLE_CUSTOMER_USAGE_ATTRIBUTION CUSTOMER_USAGE_ATTRIBUTION_ID |
No | By default, ENABLE_CUSTOMER_USAGE_ATTRIBUTION is set to true. The CUA GUID which is pre-configured will tell Microsoft about the usage of this software. Please see Data Collection Notice for more information. You may provide your own CUA GUID by changing the value in CUSTOMER_USAGE_ATTRIBUTION_ID. Ensure you understand how to properly notify your customers by reading https://learn.microsoft.com/en-us/partner-center/marketplace/azure-partner-customer-usage-attribution#notify-your-customers. To disable data collection, set ENABLE_CUSTOMER_USAGE_ATTRIBUTION to false. |
| ENABLE_DEV_CODE | No | Defaults to false. It is not recommended to enable this flag, it is for development testing scenarios only. |
| APPLICATION_TITLE | No | Defaults to "". Providing a value for this parameter will replace the Information Assistant's title in the black banner at the top of the UX. |
| ENTRA_OWNERS | No | Defaults to "". Additional user id's you wish to assign as owners of created Azure Entra objects by way of assign to a security group. |
| SERVICE_MANAGEMENT_REFERENCE | No | Defaults to "". Sets the service management reference value on Azure Entra objects created by Information Assistant if required by your organization. |
| MAX_CSV_FILE_SIZE | Yes | Defaults to 20. This value limits the size of CSV files in MBs that will be supported for upload in the Tabular Data Assistant UX feature. |
| PASSWORD_LIFETIME | No | Defaults to 365. The number of days that passwords associated with created identities are set to expire after creation. Change this setting if needed to conform to you policy requirements |
| ENABLE_DDOS_PROTECTION_PLAN | Yes | Defaults to false. This setting is only used in "secure-mode" and will determine if the private vnet that is deployed is associated to a DDoS protection plan or not. When true, this setting can be used in conjunction with DDOS_PLAN_ID to specify a specific DDOS protection plan ID or if omitted the scripts will prompt during deployment to select an available DDOS protection plan. |
You can use the bash prompt in your GitHub Codespaces to issue the following commands:
az loginThis will launch a browser session where you can complete you login. If you get an error on this step, we suggest you use the device code option for login.
NOTICE: if your organization requires managed devices, ensure that you are running the GitHub Codespaces from your managed device's VS Code installation. For more information, please see the Developing in a Codespace documentation.
Next from the bash prompt run:
az account showThe output here should show that you're logged into the intended Azure subscription. If this isn't showing the right subscription then you can list all the subscriptions you have access to with:
az account listIf you're a part of multiple tenants, ensure you're in the right tenant by setting the tenantID
az login --tenant tenantIDFrom this output, grab the Subscription ID of the subscription you intend to deploy to and run:
az account set --subscription mysubscriptionIDThe following resource providers must be registered within your subscription prior to beginning the deployment to prevent deployment errors:
- Microsoft.ContainerRegistry
- Microsoft.DocumentDB
- Microsoft.Search
- Microsoft.Web
- Microsoft.Network
- Microsoft.Storage
- Microsoft.OperationalInsights
- Microsoft.KeyVault
- Microsoft.AlertsManagement
The following command lists all the subscription's resource providers that are Registered.
az provider list --query "[?registrationState=='Registered']" --output tableRegister the resource providers required with the az provider register command.
az provider register --namespace Microsoft.ContainerRegistry
az provider register --namespace Microsoft.DocumentDB
az provider register --namespace Microsoft.Search
az provider register --namespace Microsoft.Web
az provider register --namespace Microsoft.Network
az provider register --namespace Microsoft.Storage
az provider register --namespace Microsoft.OperationalInsights
az provider register --namespace Microsoft.KeyVault
az provider register --namespace Microsoft.AlertsManagementConfirm all the resource providers have been registered before proceeding with the deployment.
Get the registration status for a specific resource provider:
az provider list --query "[?namespace=='Microsoft.Web']" --output tableNow that your GitHub Codespaces/Container and ENV files are configured, it is time to deploy the Azure resources. This is done using a Makefile.
To deploy everything run the following command from the GitHub Codespaces/Dev Container prompt:
make deployThis will deploy the infrastructure and the application code.
This command can be run as many times as needed in the event you encounter any errors. A set of known issues and their workarounds that we have found can be found in Known Issues.
For a full set of Makefile rules, run make help.
vscode ➜ /workspaces/<accelerator> (main ✗) $ make help
help Show this help
deploy Deploy infrastructure and application code
build Build application code
infrastructure Deploy infrastructure
extract-env Extract infrastructure.env file from Terraform output
deploy-webapp Deploys the web app code to Azure App Service
deploy-functions Deploys the function code to Azure Function Host
deploy-enrichments Deploys the web app code to Azure App Service
deploy-search-indexes Deploy search indexes
extract-env-debug-webapp Extract infrastructure.debug.env file from Terraform output
extract-env-debug-functions Extract local.settings.json to debug functions from Terraform output
functional-tests Run functional tests to check the processing pipeline is working
merge-databases Upgrade from bicep to terraform
import-state import state of current services to TF state
prep-upgrade Command to merge databases and import TF state in prep for an upgrade from 1.0 to 1.n
prep-env Apply role assignments as needed to upgrade
prep-migration-env Prepare the environment for migration by assigning required roles
run-data-migration Run the data migration moving data from one resource group to another
manual-inf-destroy A command triggered by a user to destroy a resource group, associated resources, and related Entra itemsIf you have insufficient permissions at the tenant level (Application Administrator Entra Role), follow the guide to complete the deployment manual app registration.
If you have chosen to enable authentication and authorization for your deployment by setting the environment variable REQUIRE_WEBSITE_SECURITY_MEMBERSHIP to true, you will need to configure it at this point. Please see Known Issues section for guidance on how to configure.
NOTICE: If you haven't enabled this, but your Tenant requires this, you may still need to configure as noted above.
If you do not see these connections, ensure you have the ENABLE_SHAREPOINT_CONNECTOR flag set to true during your deployment
- Go to your resource group in the Azure Portal, select the "sharepointonline" API Connection resource.
- Click "Edit API Connection" in the menu on the left side of your screen.
- Click "Authorize" and login with the user that has access to the SharePoint sites you put in your environment file. It is strongly recommended that you have created a new user for this purpose.
- After you've done that click Save, if you do not click save, you will NOT be authorized.
- Once you're authorized, you may manually run the logic app (see below) or wait 24 hours for it to automatically run.
More information about SharePoint can be found here SharePoint Feature
NOTICE: You do not need to do this step if you are not using the SharePoint for Information Assistant
Once deployed, you can find the URL of your installation by:
-
Browse to your new Resource Group at https://portal.azure.com and locate the "App Service" with the name that starts with "infoasst-web"
-
After clicking on the App Service, you will see the "Default domain" listed. This is the link to your installation.
At this point deployment is complete. Please go to the Using the IA copilot template for the first time section and complete the following steps.
There are considerations for adopting the Information Assistant (IA) copilot template into a production environment. See this documentation.
Check these troubleshooting methods.
If you need assistance with deployment or configuration of this copilot template, please leverage the Discussion forum in this repository, or reach out to your Microsoft Unified Support account manager.