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  • Private plan - the contract is with Ayfie and one orders a single user in Microsoft Azure regardless of the number of actual users.

  • Public offering - the contract is with Microsoft and one configures the number of users in Microsoft Azure in accordance with the actual number of users.

Technically, there is no problem installing and configuring Ayfie Personal Assistant as a public offering even if one purchased it via a private plan. However, that would significantly increase the monthly cost without any added benefit.

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Resource group is the mechanism used to group and administrate customer resources in Azure. The two Ayfie components Ayfie Personal Assistant Storage and Ayfie Personal Assistant Application can could be placed in one resource group together with other non-Ayfie resources, or in a resource group just by themselves, or split across two different resource groups, etc. Further, these resource groups can could be given any name one see fit. However, it is recommended that each of them are given a dedicated resource group and that they are not mixed with other resources. It is also our recommendation these resource groups are named rg-ayfie-pa-storage and rg-ayfie-pa-application.

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The prerequisites come in two groups:

  • System prerequisites - Obtaining Obtain the required subscription rights to do the installation

  • Admin user prerequisites - Obtaining Obtain the required user permissions to run the install process

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If in doubt, one should consult Private Plan or Public Offering? on how to find out what one has. Most of the steps are the same for the two alternatives. The difference is in step 2 and 5 below (indicated with bold font) and with green markings in the screenshot below where one follow the red arrows all the way for the public offering and swap to green for the private plan.

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  1. Go to the Microsoft Azure Portal at https://portal.azure.com

  2. In the search box enter Marketplace and select it from the search results

  3. If you have a private plan select Private plans in in the left side menu (circled in green), otherwise use the search box to look up the “Ayfie Personal Assistant” applications

  4. Select the Ayfie Personal Assistant Application box

  5. If you have a private plan, select the plan from the dropdown (see green arrow below), otherwise select the number of users you want to license (red arrow). Then click the Create button.

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  • One can use a Service Principal that already exists or create a new one.

    • Note:If an upgrade make sure to use the exact same Enterprise Application in previous version, else it may cause issues with files and chat history

  • Depending on which of the two options one chose, clicking the Make selection link will either bring up a search pane with existing Service Principals to choose from, or a form to register a new Service Principal. The screenshot above shows the case of creating a new one.

  • Give the Service Principal (the Entra ID application) a name, for instance AyfiePersonalAssistantApp as in the graphics above.

  • Select the single tenant option (this would cover the case of all users being employees of the customer)

  • Click the Register button. This will take one away from the page. After having completed the registration, just redo the first few steps to get back to this place. ← or is there some other way?

  • Verify that one has created or selected a Service Principal by checking of the check box

  • Click Next (circled in red) to get to the Authentication page

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These settings are not possible to change post deployment. That would require one to uninstall and install as explained in chapter “Upgrading to a Newer Version of Ayfie Personal Assistant”

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Custom Domain (red box)

When deploying Ayfie Personal Assistant one is always given an URL which users can use to access the frontend. This URL will adhere to the format: https://chat-ui.random-part.region-name.azurecontainerapps.io.

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  • Check the “Configure custom domain”

  • Check the “Verify if you have access to DNS record for you domain”

  • Add the custom domain, e.g. “pa.my-domain.com” to the input field

  • Click the white Next or the blue Review + create button. This will take one to the Review + create page.

Data Retention Policy (green box)

If one want to reduce the storage cost, be compliant with internal policies for data storage or if one want to avoid a potential long list of files in the user interface of Personal Assistant, one can enable Data Retention Policy. This can be set to an integer between 7 and 100. This feature will then remove all files permanently from Personal Assistant if the file is older and haven’t been used in any chat for the past number of days specified.

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