Before you can use IDP, iRely must provide the following credentials which are unique for each customer.
- Endpoint URI
- SAS URI
- API Key
Step 1 - Company Configuration
- Enter your IDP credentials on the Company Configuration. This is done by iRely or your Administrator.
- Open the Company Configuration to the IDP menu.
- Enter the Endpoint URI, SAS URI and API Key that you received from iRely.
- You can leave the Default Model blank for now.
Step 2 - Connection Settings
- You only need to create 1 Connection which uses your SAS URI provided by iRely. This connection can be used by all your IDP projects and custom models.
- Open the IDP menu and select Connections.
In the Connection Settings enter the following details and Save the connection.
Field | Description |
---|
Display Name | Enter a name for the Connection |
Description | Optionally enter a description |
Provider | Azure blob container |
SAS URI | Enter the SAS URI that iRely provided you |
Step 3 - Form Training Documents
- Before you can use IDP, you must upload at least 5 documents to train per document you plan to use.
- Open the Form Training Documents screen.
- Click the New Folder button and add a folder name for the document you wish to train a model for.
- Then select the folder you just created and drag and drop at least 5 documents you will use to train the model.
- More details about this can be found in the IDP - Form Training Documents page.
Step 4 - Create a Project
- Open the Projects screen and click the "New" button in the toolbar.
- Click the "Use Custom to train a model with labels and get key value pairs".
- Then click "New Project"
Enter the following fields and click Save Connection when you are finished.
Field | Description |
---|
Display Name | Enter a name for the Project. |
Security Token | Leave the default of "Generate New Security Token". |
Secure Connection | Select the Connection name you created in Step 2. |
Folder Path | Enter a unique Folder name for the project. This can be the same name as the Display Name. |
For recognizer service URI | Enter your Endpoint URI here. |
API Key | Enter your API Key here. |
API version | Leave the default value of "v2.1 (default)" |
Description | Optional description for the project. |
Then you should see the 5 documents you added to the Form Training Documents screen and can begin tagging them.