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- [Introduction](#introduction)
  - [Configuration Philosophy](#configuration-philosophy)
- [Prerequisites](#prerequisites)
- [Determine Configuration Values](#determine-configuration-values)
- [Configure the Azure OpenAI Models](#configure-the-azure-openai-models)

# Introduction
This guide describes how to configure Azure to generateproduce the prerequisitesvalues required to enableconfigure the Ayfie Personal Assistant feature. It is assumed that one already has an Azure subscription and access to Azure OpenAI as.

## Configuration Philosophy
As we will learn in the next section, one is to set Personal Assistant up with three or four models: an Embeddings model, a Main model, a High Quality model, and optionally, a High Quality Plus model. The Embeddings model is always the same and the two High Quality models are normally easy to determine; they are whichever models that, at the time, are considered to produce the most correct and accurate responses to user prompts. Deciding which model to use as the Main model can be a bit trickier. One may want to select a model with a lower cost or, if the model to be used as the High Quality models is a bit slow, then one may opt for a model with a faster response time as the Main model.

This is further complicated by the fact that various factors, such as pricing and model performance, are subject to change over time. New models or new versions of existing models are also constantly being released. This means that the conditions that led to one configuration at installation time might be very different a few months later. For an overview of released models and their regional availability, as well as links to pricing information, check out [Azure OpenAI Service Documentation](https://learn.microsoft.com/en-us/azure/ai-services/openai/overview).

The configuration recommendation provided in the following section reflects the current advantages of GPT-4o mini, which include its lower cost and faster response time over the more correct and accurate GPT-4 and GPT-4o models. We advise periodically reviewing this documentation to determine if evolving conditions warrant a reconfiguration.

# Prerequisites
These are the prerequisites that must be fulfilled before setting up Personal Assistant:
- **Obtain an Azure Subscription** - An Azure subscription - An active Azure Plan or Pay-as-you-go subscription is required. If one does not have one, one can sign up for one at https://portal.azure.com.
- **A Sufficient large Azure OpenAI quota** - Using one of the methods described in [Azure Open AI Quotas Verification](https://ayfie-dev.atlassian.net/wiki/spaces/SAGA/pages/4137320452), ensure that the quota is sufficiently large. If needed, request more using this [form](https://aka.ms/oai/stuquotarequest). See [Azure OpenAI Service Documentation quotas and limits - Azure AI services](https://learn.microsoft.com/en-us/azure/ai-services/openai/overview).

# Prerequisites
The prerequisites are to providequotas-limits) for details.


Once the prerequisites above have been completed, one can then start configuring Ayfie Personal Assistant.

# Determine Configuration Values
One needs to determine the following entitiesconfiguration values:
- **Deployment Name**
- **API Address**
- **API Key**

for each of the following 3 Azure OpenAI models:
- **Main Model**
- **High Quality Model**
- **Embeddings Model**

Forand historical reasons, Personal Assistant supportsoptionally for the conceptfollowing ofAzure aOpenAI Mainmodel:
Model and a - **High Quality Plus Model.**
This
toThe makeintended itdifference possiblebetween forthe customersMain toModel, tradeHigh performanceQuality forModel cost. However, as and the currentlyHigh bestQuality performingPlus modelModel is also the mostquality inexpensiveof one,the thechat recommendedresponses setupwhen isusers thetoggle *full*between modethe optionthree (seein sectionthe Personal Assistant UI. The inrecommended theapproach [Installation Guide](https://ayfie-dev.atlassian.net/wiki/spaces/SAGA/pages/2400714758/Ayfie+Locator+Installation+Guide)) in combination with *gpt-4*, version *1106-Preview*, asat the time of this writing, is to set the Main Model. Practically speaking, this means that one uses identical configuration for the Main Model and the High Quality Model (see instructions below) up with *GPT-4o mini*, the High Quality Model with *GPT-4* and High Quality Plus Model with *GPT-4o* and to set the latter as the default.

The last listed model is for creating embeddings. Embeddings are numerical representations of words that are learned from large amounts of text data. Currently, only there is only one supported modelthe *text-embedding-ada-002* model should be used.

Each of the 34 models requires an API address and an API key. However, unless one chose to spread the models across geographical regions, all 34 models will be reached via the same API address and ancan use the same API key.

GivenThese are the limitedcurrently optionsrecommended forsettings:
each- setting,Main theModel configurationDeployment of the prerequisites in Azure describedName: ***gpt-4o-mini*** (only available in thesome nextregions)
section,- hasHigh a very predictable outcome:
- Main Quality Model Deployment Name: ***gpt-4***
- High Quality Plus Model Deployment Name: ***gpt-44o*** (only available in some regions)
- Embeddings Model Deployment Name: ***text-embedding-ada-002***
- API Address: *the same one for all three*
- API Key: *the same one for all three*

# Configure the Azure OpenAI Models
For more information, consult [Azure OpenAI Service Documentation](https://learn.microsoft.com/en-us/azure/ai-services/openai/overview).

Follow these steps to set up the deployments for the 3 Azure OpenAI models:
- Log in to the Azure portal at [portal.azure.com](https://portal.azure.com/)
- Make sure the account that is logged in has at least one subscription
- Go to *Azure OpenAI*
  - Click *Create*, to create a Resource
    - In *Project Details*, select *Subscription*
    - In *Project Details*, select *Resource Group*
    - In *Instance Details*, select *Region*.  Not all models are available in all regions, consult with [Azure OpenAI Service models](https://learn.microsoft.com/en-us/azure/ai-services/openai/concepts/models) for availability. EU country customers should for legal reason select a region that is within EU. To avoid any data quota conflict with a current or a future deployment of the standalone version of the Personal Assistant, it is recommended to not select the regions *Sweden Central*, *UK South* and *Canada East* *Sweden Central* would normally be a good choice as this region currently offers most models. Please note that the standalone Personal Assistant purchased from Azure Marketplace and the Locator integrated version addressed in this documentation, compete for the same token per minutes quotas if they share both subscription and region. Please contact Ayfie Support for advise on which region to select in case of quota conflicts.
    - In *Instance Details*, set the *Name*
    - In *Instance Details*, select *Pricing Tier*
    - Click *Next* to go to the *Network* tab
    - In *Type*, select *All networks, including internet can access this resource.*
    - Click *Next* to go to the *Tags* tab
    - Click *Next* to go to the *Review + submit* tab
    - Click *Create*
  - When Resource is created, select the resource in *Azure OpenAI*
  - Click *Keys and Endpoint* in the left menu under *Resource Management*
    - **Copy the value of *Endpoint*, it will be required later as the API Address**
    - **Copy the value of *KEY 1*, it will be required later as the API Key** (optionally *KEY 2*, both keys are valid)
  - Click *Model deployments* in the left menu under *Resource Management*
  - Click *Manage Deployments* (this will open a new portal). This guide is based on the old look. Make sure to switch to it in the top menu.
  - Click *Create new deployment* to create Main model
    - Select the model (recommended *gpt-4o-4mini* recommended)
    - Select the Model Version (recommendedSet to *1106-Preview2024-07-18 (Default)*)
    - Set the *Deployment Name* (must be same as model name)
      - **Copy the *Deployment Name*, it will be required later**
    - InSet *AdvancedDeployment Options*, setType* to Standard (will ensure that the data stays and is processed within the selected region)
    - Set *Tokens per Minute Rate Limit (thousands)* to the maximum value
    - Set *Content value.Filter* to the appropriate value or use the default value
  - Click *Create new deployment* to create High Quality model
    - Select the model (*gpt-4* recommended)
    - Select the Model Version (*turbo-2024-04-09* (only required if one wishes to use a different deployment for the High Quality Model than for the Main Model)recommended)
    - Set the *Deployment Name* (must be same as model name)
      - **Copy the *Deployment Name*, it will be required later**
    - Set *Deployment Type* to Standard (will ensure that the data stays and is processed within the selected region)
    - Set *Tokens per Minute Rate Limit (thousands)* to the maximum value
    - Set *Content Filter* to the appropriate value or use the default value
  - Click *Create new deployment* to create Embeddings model
    - Select the model (must be *text-embedding-ada-002*)
    - Select the Model version. Version (*2 (Default)* recommended)
    - Set the *Deployment Name* (must be same as model name).
      - **Copy the *Deployment Name*, it will be required later**
    - InSet *AdvancedDeployment Options*, setType* to Standard (will ensure that the data stays and is processed within the selected region)
    - Set *Tokens per Minute Rate Limit (thousands)* to the maximum value
    - Set *Content Filter* to the appropriate value or use the default value.
  - Click If one are to configure the High Quality Plus Model, click *Create new deployment* to create Embeddingsthe High Quality Plus model
    - Select the model (must be *text-embedding-ada-002**gpt-4o* recommended)
    - Select the Model Version (*2024-08-06* recommended)
    - Set the *Deployment Name* (must be same as model name).
      - **Copy the *Deployment Name*, it will be required later**
    - InSet *AdvancedDeployment Options*, setType* to Standard (will ensure that the data stays and is processed within the selected region)
    - Set *Tokens per Minute Rate Limit (in thousands)* to the maximum value
    - Set *Content Filter* to the appropriate value or use the default value