Configuring Lepide AI

1. Generate the Token for Lepide AI

NOTE:    The following steps are not required if you already have a M365 Subscription.

2. Setting Up the Azure OpenAI Service

Follow these steps to create your AI resource and obtain the credentials needed for integration:

2.1 Create the Azure OpenAI Resource

  • Login: Sign in to the Azure Portal.

  • Search: In the top search bar, type Azure OpenAI and select it from the services list.

Azure Open AI

  • Initiate: Click the + Create button.

  • Basics Tab: Fill in the following:

    • Subscription: Choose your active Azure subscription.

    • Resource Group: Select an existing one or click "Create new."

    • Region: Choose a region (e.g., East US, Sweden Central) based on model availability.

    • Name: Give your service a unique name.

    • Pricing Tier: Select Standard S0.

  • Networking: Select your preferred network security (Standard is "All networks").

  • Tags: You can set up tags for consolidated billing now, or skip this step if they aren't needed.

  • Review + Create: Click Review + Create, then click Create once validation passes.

2.2 Deploy Your Model

Once your resource is "Successfully Deployed," follow these steps to activate a specific model (like GPT-4o).

  • Go to Resource: Click the Go to resource button from your deployment screen.

  • Launch Foundry: Under the Overview or Explore and deploy section, click on Go to Azure OpenAI Foundry (formerly AI Studio).

  • Deployments: In the left-hand menu, select Deployments, then click Deploy model > Deploy base model.

  • Select Model: Choose a Chat Completion model (e.g., gpt-4o).

  • Configure:

    • Deployment Name: Give it a name (you will need this for your code).

    • TPM (Tokens Per Minute): Adjust the slider based on your required capacity.

NOTE: For higher TPM limits, click Request Quota and complete the provided form to submit your application.

  • Finalize: Click Deploy.

2.3 Collect Your Credentials

To connect your application to this model, you need three specific pieces of information. Navigate to the Resource Management > Keys and Endpoint section in the Azure Portal:

Credential

Description

Example

Endpoint

The base URL for your resource

https://my-ai-service.openai.azure.com/

API Key

Either Key 1 or Key 2 (keep this secret!)

7a1b2c3d4e5f6g7h8i9j...

Deployment Name

The specific name you gave in Phase 2

gpt-4o-production

Security Tip: Never hard-code your API keys directly into your front-end code. Use environment variables or a Key Vault to keep them secure.

2.4 Least Privilege Permission for the User to Deploy the Model

Follow the link below to see a summary of the Azure OpenAI Roles and Figure 1 shows an example of these permissions:

https://learn.microsoft.com/en-us/azure/ai-services/openai/how-to/role-based-access-control#summary

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Azure OpenAI Roles Examples

3. Adding the Credentials to Lepide AI

  • Login to the Lepide Web Console and the Home page will be displayed:

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Lepide Web Console Home Screen

  • Click the Settings icon

    Lepide Admin Console
    (top right of the screen) to display the Admin Console

Configure Database

  • From the Categories menu on the left-hand side, select Lepide AI (you may need to scroll down the menu to see the Lepide AI Option)

  • Click on Configure Database

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Database Credentials for Lepide AI

  • Enter the database credentials:

Lepide AI Screen

  • Enter the SQL Server name

  • There are two authentication options:

    • Windows Authentication: Add the domain account which has at least dbowner rights on the SQL server or

    • SQL Server Authentication: Select this mode if SQL Server is installed on a remote machine or the local machine. We recommend that this option is selected.

  • Provide the username and password of a SQL User. This user must have sufficient rights to create a new database.

  • Click Test Connection to test the connection between the solution and the selected SQL Server.

It will either display an error if connection fails or a message confirming successful connection.

  • There are two Database options:

    • Create Database: Enter a database name in the Create Database field to create a new database or

    • Select Database: Select an existing database created by Lepide or another application

  • Select the Data Retention Period: The options are 15, 30, 60 or 90 days

  • Select the Time Out settings for Connection and Query

  • Click Done when finished

  • Click on Add Credentials

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Add Credentials
  • Add the credentials

These are the credentials which were collected previously. For further information, please see the following section: https://lepide.atlassian.net/wiki/spaces/LEPKB/pages/4039999501/Configuring+Lepide+AI#2.3-Collect-Your-Credentials

  • Click the Add Credentials button (top right of the screen)

  • The Add Credentials dialog box is displayed:

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Lepide AI Details
  • Enter the following details:

    • Lepide AI Name

    • API End Point URL

    • API Key

    • Deployed Model Name

  • Click Add when done and the Lepide AI details will be displayed: