Overview
This document will assist in the creation and access controls for Data Sources used in the the SurePath AI Portal, Assistants, and Shortcuts.
All Data Sources require a Connector to work. Please create the Connector before attempting to add a data source.
High Level Steps
These steps apply to all types of Data Sources
Previously created a SurePath AI Connector
Create a Data Source
Enable secure access to the Data Source
AWS Knowledge Base
Prerequisites
Admin access to SurePath AI
Previously created AWS Connector
Previously created AWS Knowledge Base
Knowledge Base ID (from AWS)
Procedure
Connect to and login to SurePath AI at: https://admin.surepath.ai
Navigate to Data Sources > Add Source
Name will be displayed to users.
The Connector must be AWS and be in the same region as the Knowledge Base
Type should be Bedrock Knowledge Base
The Knowledge Base Id can be gathered from AWS
The bottom name is the name of the KB in AWS.
SAVE when done.
Once saved, you can go to the section of this document titled: Enable secure access to a Data Source
Microsoft SharePoint Data Source
Do NOT use this if you are using AWS Knowledge Bases.
Prerequisites
Admin access to SurePath AI
Previously created SharePoint Connector
Use the following if needed: https://help.surepath.ai/en/articles/10303239-howto-connector-microsoft-sharepoint
Site name of the SharePoint Site you want to include
Please note that you do NOT need admin access to SharePoint. You will use the credentials in the SharePoint Connector.
Procedure
Connect to and login to SurePath AI at: https://admin.surepath.ai
Navigate to Data Sources > Add Source
Enter an appropriate name for the Data Source
This name will be visible to all users/groups that are given access
Select the Connector previously create that provides access to the SharePoint site.
The Type and Connector Base URL will be automatically filled in for you.
Fill in the Site value and click Add
Validate that the site you entered is now in the Sites list.
Add additional Sites to be part of this same Data Source if needed
Modify the Scan Schedule if needed (how often the Site is scanned for updates)
Click SAVE when ready
The Data Source will move into the PENDING state while the Site is indexed.
This makes a tokenized copy of the data in the SurePath AI environment.
You now need to provide access to this Data Source if you want your users to access it.
Enable secure access to a Data Source
Prerequisites
Admin access to SurePath AI
Previously created Data Source (from this document)
Default Policy Procedure
This procedure will allow ALL end users of the SurePath AI Portal access to the Data Source. Follow the Group Policy Procedure if needed for security.
Connect to and login to SurePath AI at: https://admin.surepath.ai
Navigate to Default Policy > DATA SOURCES
Select the Data Source from the Available list and click the right arrow ">" to move it to the Assigned list.
You should now see it in the Assigned Data Sources list.
Move other data sources either to or from the Assigned list as needed.
Validate you have the appropriate Data Sources assigned to the Default Policy.
Click SAVE CHANGES when you are done
Security Group Procedure
This procedure will assign the Data Sources only to the end users in the Group you have selected.
Connect to and login to SurePath AI at: https://admin.surepath.ai
Navigate to Group Policies
Select the Group Policy that you want to add the Data Sources to.
Select the Data Sources tab
Move data sources from the Available and Assigned colums as needed using the arrows
SAVE CHANGES when you are done.
Access/Security Verification
Once you have added a Data Source to either the Default Policy or a Group Policy you can validate the changes one of the following procedures.
In Portal verification
This can only be done if your login has the same access as the the end users, or the data sources was added to the Default Policy.
Login to the Portal as an affected user at: https://portal.surepath.ai
Select Settings
Verify that the new data sources was added
In Admin verification
Use this procedure if you are adding Data Sources to a Group that your login does not have access to. This will ensure that you performed the procedure correctly and that it was applied to the user / group that you expected it to.
User Profile
Connect to and login to SurePath AI at: https://admin.surepath.ai
Navigate to Users and Groups > End Users
Select the ">" arrow for the end user you would like to verify with.
Scroll down until you find the Data Source in the Default Policy or the Group Policy that you expected it in.
Directory Services Group Profile
Navigate to Users and Groups > Groups
Select the ">" arrow for the end user you would like to verify with.
Scroll down until you find the Data Source in this groups policy
Please note that the name of the policy is from the Group Policies that you attached it to above in this document, not the name of the Directory Services Group (which you are looking at now.
You can click the View Policy link to go directly to the policy for changes if needed.
