> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/sharepoint-knowledge-ai-search/prerequisite.md).
# Prerequisite
### Create an Azure AI Search Service in the Azure Portal
#### Navigate to Create Azure AI Resource
* Open your browser and go to the Azure portal: [https://portal.azure.com](https://portal.azure.com/)
* Sign in with your Azure account credentials
* In the upper-left corner of your dashboard, select Create a resource.
#### Use the search box to find Azure AI Search
#### Configure Basic Settings
When setting up the search service, you will be asked to provide the following details:
**Subscription:**
* Select the Azure subscription under which the search service will be created.
* If multiple subscriptions are available, choose the one you want to associate with this search service
#### Resource Group:
* Choose an existing resource group or create a new one.
* A resource group is a logical container that organizes related Azure resources.
* Use it to manage and consolidate resources for the same solution, monitor associated costs, and track the creation date of your search service.
#### Service name
Enter a unique name for your search service. This name becomes part of the service endpoint used for API calls, for example:
Example: If you enter myservice, the endpoint will be:
#### **Naming Guidelines for Azure AI Search Services in the Azure Portal**
i. The name must be unique within the search.windows.net namespace.
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ii. Use 2 to 60 characters.
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iii. Only lowercase letters, digits, and dashes (-) are allowed.
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iv. Do not use dashes as the first two characters or the last character.
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v. Avoid consecutive dashes.
**Region:** Choose the Azure region for your service. Ensure it supports the features required for your use case.
**Pricing tier:** Select the appropriate pricing tier (Free, Basic, or higher) based on your capacity and feature requirements. Each tier has its own [capacity and limits](https://learn.microsoft.com/en-us/azure/search/search-limits-quotas-capacity).
**Create your service:** After entering all required details, click Create to provision your search service.
### Create a Microsoft Entra application registration
The SharePoint Online index and Copilot Agent – InoWiz use a Microsoft Entra application for authentication. Ensure that this application is registered in the same tenant as Azure AI Search.
#### Sign in and create the application:
* Sign in to the [Azure portal](https://portal.azure.com/).
* Navigate to Microsoft Entra ID (or search for it), then select Add > App registrations.
* Select + New registration and provide the following:
**Name:** Enter a descriptive name for your app.\
**Supported account type:** Select Single tenant.\
**Redirect URI:** Skip this step; no URI is required.
* Click **Register** to create the application.
#### Assign API Permissions
* In the app’s navigation pane, go to Manage > API permissions and select Add a permission.
Assign the following permissions:
**Microsoft Graph - Application Permission:**
* AuditActivity.Read
* Directory.ReadAll
* AuditLog.ReadAll
* Files.ReadAll
* Group.ReadAll
* Site.ReadAll
* User.ReadAll
* SharePointTenantSetting.ReadAll
**SharePoint - Application Permission:**
* AllSite.Read
* Site.ReadAll
* User.ReadAll
**SharePoint - Delegated Permission:**
* Site.SearchAll
* User.ReadAll
**Office 365 Management API - Application Permission:**
* ActivityFeed.Read
* ActivityFeed.ReadDlp
* ServiceHealth.Read
After adding the permissions, **grant admin consent** if required.
* Tenant admin consent is required for application API permissions.
* Some tenants may also require admin consent for delegated permissions.
### Create a Client Secret (for Application API Permissions)
To authenticate using application permissions, the Azure AI Search Index and InoWiz Agent require a client secret.
* In the app menu, go to Certificates & Secrets > Client secrets > New client secret.
* Enter a description for the secret and adjust the expiration if necessary.
{% hint style="info" %}
**Note:** If the secret expires, you must recreate it and update the indexer.
{% endhint %}
* After creating the secret, copy it immediately and store it securely. Once you leave the page, the secret will no longer be visible.
### Create Data Source, Index, and Indexer in Azure AI Search
Once you have created the **Azure AI Search service**, the next step is to configure the **data source, index, and indexer.**
You can easily perform this setup using the **Postman collection** provided.
Simply enter the required input values while executing the collection.
Inside the **collection**, navigate to the **Variables tab**, where you can provide the necessary input details for the data being requested.
Below is the table to find all the input data:
**i) AzureAISearchBaseURL:**
• Sign in to the **Azure Portal.**
\
• Navigate to Azure **AI Search Service → Overview.**
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• Copy the URL listed here. This will be your **AzureAISearchBaseURL.**
**ii) AzureAISearchAPIKey:**
• In the Azure Portal, go to your Azure AI Search Service → Settings → Keys.
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• Copy either the Primary Key or Secondary Key. This will be your AzureAISearchAPIKey.
**iii) AISearch-datasource-name:** Decide a **custom name** for your SharePoint data source.
**iv) Applicationid:**
* In the Azure Portal, go to **App Registrations → Your App → Overview.**
* Copy the **Application (Client) ID.** This will be your Applicationid.
**v) Application-secret:**
* Go to **Azure Portal → App Registrations → Certificates & Secrets**.
* Create or copy the existing **Client Secret**.
**vi) SharePoint-site-Url:**
* Open your SharePoint Site in a web browser.
* **Copy the full Site URL.**
**vii) Tenantid:**
* In the Azure Portal, go to **App Registrations → Overview**.
* Copy the **Directory (Tenant) ID**.
**viii) Library-name:**
* Navigate to your SharePoint Site Library.
* Copy the Library URL.
* If you need a second library, repeat the same process.
**ix) Library-name2:** If you need a second library, repeat the same process.
**x). AISearch-Indexer-name:** Choose a **custom name** for your indexer.
{% hint style="info" %}
**Note:** Remember this name, you’ll need it later when running the indexer.
{% endhint %}
**xi). AISearch-Index-name:** Choose a **custom name** for your search index.
Note: Remember this name, you’ll need it later when running the indexer.
### Enable Audit Logs (Required for Copilot Agent)
If you haven’t already enabled audit logs, the Copilot Agent will display the message:\
“Audit Log Not Enabled.”
To fix this:
1. Go to [admin.microsoft.com](https://admin.microsoft.com).
2. In the left panel, scroll down, select **“Show All”,** and then select **Microsoft Purview**.
3. In the Purview portal:
* Look for the **Audit solution.**
* If it isn’t on the homepage, click **View all solutions → Audit.**
4. On the Audit page, you will see a banner message:\
**“Start recording user and admin activity.”**
5. Click on it to enable audit logging.
{% hint style="success" %}
For any queries, reach out to us at
{% endhint %}
