Atlas comes with a set of AI features that make use of the OpenAI service provided by Microsoft in Azure.
If you have never created any Azure OpenAI resource in the Azure subscription where you will be installing Atlas, you may first need to request that Microsoft enable this service for the subscription you will use by filling out a form they provide for this purpose.
Microsoft may take up to 10 days to approve your request to enable Azure OpenAI. If this is your scenario, it is very important to fill out that form in advance before you plan to deploy Atlas to your Azure subscription, so you are prepared by the time you schedule your installation of Atlas.
Follow the next section to review access to Azure OpenAI for your Atlas subscription.
Review access to Azure OpenAI
First, you must check if you have the ability to create an Azure OpenAI resource in your selected subscription for Atlas. Follow the next steps to review if Microsoft has enabled the service already in that Azure subscription:
- Open your browser and go to https://portal.azure.com
- Click on the "Create a resource" button
- In the new window, search for "Azure OpenAI" and press "Enter". This will open the Azure Marketplace and show ,as a result, the "Azure OpenAI" service published by Microsoft:
- Click on the result, and click on "Create" in the next window:
- Next, you will be presented with a form to create the service. In this form, select the subscription that you chose to install Atlas in Azure, and two different scenarios may appear for you:
- The form will have some data to fill in, like the "Name" of the service and the "Region" where you want to create this resource (see screenshot below). If this is your scenario, you have confirmed that Azure OpenAI has been enabled already in the past in your Azure subscription by Microsoft, and you are ready to create the resource. You can now skip the rest of the contents of this article and continue with the related one to review the regions compatible with Atlas AI where you can create this service (bottom of this article):
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On the other hand, if you do not have in the form the fields for "Name" and "Region", you may instead have a message in a red box, warning you that the Azure OpenAI Service is currently available to customers via an application form. This message will contain a hyperlink to the Microsoft form that you must fill out to request access to the Azure OpenAI service for your subscription. Click on the link and follow the next section of this article to help you with the answers to fill in the responses for this form (see screenshot below):
- The form will have some data to fill in, like the "Name" of the service and the "Region" where you want to create this resource (see screenshot below). If this is your scenario, you have confirmed that Azure OpenAI has been enabled already in the past in your Azure subscription by Microsoft, and you are ready to create the resource. You can now skip the rest of the contents of this article and continue with the related one to review the regions compatible with Atlas AI where you can create this service (bottom of this article):
Fill in the MS form "Request Access to Azure OpenAI Service"
The form provided by Microsoft through the hyperlink mentioned in the last section will contains some questions related to your company and the use you will make of Azure OpenAI in your subscription. Once you submit the form, it may take up to 10 business days for Microsoft to review the form submission and further decide if you are eligible to use their service in your Azure subscription.
Most of the questions are related to your company, and you may need some assistance from your IT team in case of any doubt. However, in this section, we will provide some help to the questions that are more related to the use that Atlas makes of Azure OpenAI, as well as other useful information for some other questions.
Notice that the contents of this form may be changed by Microsoft from time to time, and the questions presented may be slightly different from the ones we include in this article.
Before starting, notice that it is mandatory to use your company account to submit the form, and it is also recommended that your account is the owner of the Azure subscription you want Azure OpenAI to be enabled for (although Microsoft does not state anything about that).
These are some of the questions that are more related to how Atlas uses Azure OpenAI or that you might need help with:
- (3) How many Azure Subscription ID's would you like to have access to this service?
- This question admits up to three subscriptions to be enabled at a time. There is no problem with enabling the service in more than one, but you must ensure one of those subscriptions is the one you use to deploy Atlas (you will be requested for the Azure Subscription ID in the next questions).
- (14) Is your organization an ISV, SI, or MSP?
- You are given several options here that may not fit the purpose of your company. However, there is an "Other" option that can be used in case none of the options provided suit your company. If you choose "Other", because ClearPeople is an ISV organisation, we suggest you fill in that question with the value "ISV Customer". See the example below:
- You are given several options here that may not fit the purpose of your company. However, there is an "Other" option that can be used in case none of the options provided suit your company. If you choose "Other", because ClearPeople is an ISV organisation, we suggest you fill in that question with the value "ISV Customer". See the example below:
- (18) Which Azure OpenAI service feature(s) are you requesting access for?
- You must check here the option "GPT-3.5, GPT-3.5 Turbo, GPT-4, GPT-4 Turbo, and/or Embeddings Models", because this is the Azure OpenAI service feature that will be used by Atlas. After selecting this option, a new question number of 19 will appear:
- You must check here the option "GPT-3.5, GPT-3.5 Turbo, GPT-4, GPT-4 Turbo, and/or Embeddings Models", because this is the Azure OpenAI service feature that will be used by Atlas. After selecting this option, a new question number of 19 will appear:
- (19) GPT-3.5, GPT-3.5 Turbo, GPT-4, GPT-4 Turbo, and/or Embeddings Models: Select your use case(s)
- In this question, you must check the next use cases that match the different uses that Atlas makes of Azure OpenAI:
- Chat and conversation interaction
- Chat and conversation creation
- Question-answering
- Search
- Summarization
- Writing assistance on specific topics
- In this question, you must check the next use cases that match the different uses that Atlas makes of Azure OpenAI:
Once you answer the above questions and all other required ones, click on the "Submit" button at the end of the page. You will get confirmation of the form being submitted to Microsoft from both the form itself and through an email to your inbox (usually from an MS account like "Cognitive Services Gating Support <csgate@microsoft.com>"). See the example of the submission response screenshot below:
Once they approve your request (remember that it may take up to 10 business days), you will receive another email confirming your onboarding to the Azure OpenAI Service.
From this point, you should be able to create an Azure Open AI resource. You can now go back to the first section of this article to review the access to Azure OpenAI and confirm that the message in the red box disappeared. and you are now given all the options to create the service.
Now it is time to review the related article to decide in which region you would like to create your Azure Open AI resource.
Besides, although we recommend creating the Azure OpenAI service during the deployment of Atlas (automatically created along with the rest of the Azure resources of Atlas), you can also check out our article about how to manually create the resource in your Azure subscription to make it compatible with the use of Atlas (in case you would like to manage OpenAI separately).
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