# Workplace AI Admin Guide

### Workplace AI Setup Journey

{% stepper %}
{% step %}
[<mark style="color:$primary;">**Plan your deployment**</mark>](https://docs.aiimi.com/aiimi-insight-engine/architecture)\
Define your deployment architecture by assessing user numbers, data volumes, and hardware requirements to determine the optimal server specification.&#x20;
{% endstep %}

{% step %}
[<mark style="color:$primary;">**Install**</mark>](https://docs.aiimi.com/aiimi-insight-engine/installation)\
Install Elasticsearch and Kibana, then deploy Workplace AI on Windows or Linux, ensuring dedicated servers for core components where required.
{% endstep %}

{% step %}
[<mark style="color:$primary;">**Secure**</mark>](https://docs.aiimi.com/aiimi-insight-engine/control-hub/security)\
Workplace AI enables secure, centralised user access with modern authentication (SAML 2.0, ADFS, Forms) and allows administrators to configure granular permissions, user groups, and roles.
{% endstep %}

{% step %}
[<mark style="color:$primary;">**Connect your data**</mark>](https://docs.aiimi.com/aiimi-insight-engine/installation/ai-services/ai-and-semantic-search-set-up/semantic-search/source-configuration)\
Set up and configure connectors to seamlessly integrate and ingest data from your chosen source systems.
{% endstep %}

{% step %}
[<mark style="color:$primary;">**Enhance your data**</mark>](https://docs.aiimi.com/aiimi-insight-engine/control-hub/agents/configurations/enrichment-configurations)\
Build enrichment pipelines using a range of steps such as entity extraction, document classification, and GenAI-powered data extraction.
{% endstep %}

{% step %}
[<mark style="color:$primary;">**Configure Access**</mark>](https://docs.aiimi.com/aiimi-insight-engine/control-hub/user-interface/theming)\
Define which users and teams can access specific applications, fine-tune search algorithms, and create tailored workflows for your organisation.
{% endstep %}

{% step %}
[<mark style="color:$primary;">**Customise the interface**</mark>](https://docs.aiimi.com/aiimi-insight-engine/control-hub/user-interface/theming)\
Personalise the user interface by applying your organisation's branding to create a familiar look and feel throughout the platform.
{% endstep %}
{% endstepper %}

***

### Workplace AI companion configuration

After installing Workplace AI, administrators will use Control Hub — the central management console— to configure authentication, user permissions, and system integrations. Control Hub offers a streamlined interface for managing security, data connectors, enrichment pipelines, and application settings across your deployment.&#x20;

Workplace AI configuration will be tailored to the companion purchased by your organisation.

<table data-view="cards"><thead><tr><th></th><th></th><th data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>AI Search for the modern enterprise</strong></td><td>Connect to timely insights for faster, smarter decision making, with enterprise search powered AI.</td><td><a href="control-hub/search-settings">search-settings</a></td></tr><tr><td><strong>AI Powered Data Governance</strong></td><td>Automatically govern data at scale to ensure compliance, minimise risk, unlock value, and ready your organisation for AI.</td><td></td></tr><tr><td><strong>Automated DSARs &#x26; Disclosure</strong></td><td>Keep up with the growing complexity and volume of SARs and other disclosure requests to stay compliant and reduce manual effort.</td><td><a href="control-hub/global-settings/sar">sar</a></td></tr><tr><td><strong>Secure AI Chat &#x26; Assistant</strong></td><td>Get instant insights through an intuitive chat experience, drawn directly from your trusted data.</td><td><a href="control-hub/ai-settings">ai-settings</a></td></tr><tr><td><strong>Migration &#x26; Legacy Decommissioning</strong></td><td>Move legacy systems to the cloud without disrupting operations or compromising security.</td><td><a href="control-hub/agents/configurations/migration-configuration">migration-configuration</a></td></tr><tr><td><strong>Collect and Collaborate</strong></td><td>Save items from your results into a space for you and your colleagues, so you can come back to them any time.</td><td><a href="control-hub/global-settings/collections">collections</a></td></tr></tbody></table>

***

### Popular Topics

{% columns %}
{% column width="50%" %}
{% content-ref url="architecture/overview-and-key-concepts" %}
[overview-and-key-concepts](https://docs.aiimi.com/aiimi-insight-engine/architecture/overview-and-key-concepts)
{% endcontent-ref %}

{% content-ref url="ai-studio/classifications" %}
[classifications](https://docs.aiimi.com/aiimi-insight-engine/ai-studio/classifications)
{% endcontent-ref %}

{% content-ref url="control-hub/agents/configurations" %}
[configurations](https://docs.aiimi.com/aiimi-insight-engine/control-hub/agents/configurations)
{% endcontent-ref %}

{% content-ref url="architecture/security/source-system-security" %}
[source-system-security](https://docs.aiimi.com/aiimi-insight-engine/architecture/security/source-system-security)
{% endcontent-ref %}
{% endcolumn %}

{% column width="50%" %}
{% content-ref url="installation/windows/windows-workplace-ai-install" %}
[windows-workplace-ai-install](https://docs.aiimi.com/aiimi-insight-engine/installation/windows/windows-workplace-ai-install)
{% endcontent-ref %}

{% content-ref url="api-guides/insight-api-guide" %}
[insight-api-guide](https://docs.aiimi.com/aiimi-insight-engine/api-guides/insight-api-guide)
{% endcontent-ref %}

{% content-ref url="architecture/deployment-options" %}
[deployment-options](https://docs.aiimi.com/aiimi-insight-engine/architecture/deployment-options)
{% endcontent-ref %}

{% content-ref url="api-guides/data-science-api-guide" %}
[data-science-api-guide](https://docs.aiimi.com/aiimi-insight-engine/api-guides/data-science-api-guide)
{% endcontent-ref %}
{% endcolumn %}
{% endcolumns %}

{% hint style="info" %}
&#x20; **Need Support?** \
&#x20; If you think you found a bug submit a request and we'll get to it!&#x20;

<a href="https://aiimilabs.atlassian.net/servicedesk/customer/user/login?destination=portals" class="button secondary">Go to Service Desk</a>
{% endhint %}