Aiimi Insight Engine
User GuidesAiimi
  • Introducing Aiimi Insight Engine
  • Architecture
    • Overview and Key Concepts
    • Search Flows
      • Search Flow Types
      • Smart Filtering
      • Query and Prompt Classification
      • Search Algorithms
      • Extractive and Generative Models
    • Hosting Options
    • Architecture and How It Works
      • Agent Servers
        • Security Agent
        • Source Agent
        • Content Agent
        • Enrichment Agent
        • Job Agent
        • OCR Agent
        • Migration Agent
        • Tika Agent
      • Repository
        • Data Node
        • Proxy Node
        • Kibana Node
      • Gateway and User Interface
      • Document and Data Sources
    • Deployment Options
    • Security
      • User Security
      • Data and Document Security
      • Source System Security
      • Firewalling
      • Agent Servers
      • Repository
      • Gateway (Web Server)
      • Tools & Utilities
  • Installation
    • Elastic and Kibana Install (Windows)
    • Aiimi Insight Engine Installation (Windows)
      • Installation Security
      • Certificates in a Key Vault
      • SAR Configuration
      • CSOM Bridge Set Up
      • AI Studio
    • AI Services
      • Prerequisites
      • AI Enrichment Service
        • Installation and Setup
        • Enabling Enrichment Steps
        • Using AI Enrichment Steps
        • Performance and Concurrency
      • AI Model Service
        • Installation and Setup
        • Enabling Providers
        • Private Generative AI
        • Azure Open AI
        • Enabling AI History
        • HTML Cleaner Service
      • Configuration of Logging
      • Offline Set-up of Models
      • Using SSL
      • Running as a Service (Windows)
      • Using GPUs
      • AI and Semantic Search Set Up
        • Open & Closed Book AI
        • Semantic Search
          • Vectors for Semantic Search
          • Source Configuration
          • Sentence Transformer Models
          • Enrichment
          • Kibana
          • Final Search Flow
    • Email Threading Upgrade
  • Run Books
    • SharePoint Online Connector
  • Control Hub
    • Configurations
      • Config Management
      • Security Configurations
        • Security - General
        • Security - Source
          • Active Directory
          • Atlassian
          • Azure Active Directory
          • Builtin Security
          • Miro Security
          • Google Directory
          • Slack Security
        • Security - Sync
        • Security - Agents
        • Security - Scheduling
      • Source Configurations
        • Source - General
        • Source - Source
          • Alfresco Kafka
          • Azure Blob Storage
          • BBC Monitoring
          • Big Query Cataloguer
          • BIM360
          • CSV Data Loader
          • Confluence
          • Content Server
          • Data File Cataloguer
          • Document Store
          • DocuSign
          • Dropbox
          • Exchange 365
          • Filesystem
          • Google Bucket
          • Google Drive
          • Google Vault
          • Jira
          • JSON Data Loader
          • Livelink
          • MFiles
          • Microsoft Teams
          • Mimecast
          • Miro
          • ODBC Data Loader
          • PowerBi Cataloguer
          • Reuters Connect
          • ShareFile
          • SharePoint
            • Azure Portal and Azure AD Authentication
            • Sensitivity Labels
          • SharePoint Legacy
          • SQL Server Cataloguer
          • Slack
          • Versioned Document Store
          • Websites
          • XML Data Loader
        • Source - Crawl
        • Source - Agents
        • Source - Schedule
        • Source - Advanced
      • Enrichment Configurations
        • Creating a Pipeline
          • General
          • Steps
            • AccessMiner
            • AI Classification
            • Anonymiser
            • CAD Extractor
            • Checksum
            • Content Retrieval
            • Copy
            • Data Rule Processor
            • Delete
            • Email Extractor
            • Entity Rule Processor
            • External Links
            • Geotag
            • Google NLP Extractor
            • Google Vision Extractor
            • Metrics Calculation
            • Microsoft Vision Extractor
            • OcrRest
            • Office Metadata
            • PCI Extractor
            • REST
            • Set Document Risk
            • Text Cleaner
            • Tika Text Extraction
            • Trie Entity Extractor
            • Update Metadata
          • Filters
          • Agents
          • Schedule
          • Advanced
      • OCR Engine
      • Job Configurations
        • General
        • Job
          • AutomatedSearchJob
          • Command Job
          • ElasticJob
          • Extended Metrics Job
          • File Extractor
          • GoogleVaultSAR
          • Google Drive Last Access Date
          • Nightly Events Processor Job
          • Notifications Processor Job
          • Portal Sync Job
          • Purge Job
          • Text Content Merge Job
        • Output
        • Agents
        • Scheduling
      • Migration Configuration
        • General
        • Filter
        • Metadata Mappings
        • Agents
        • Scheduling
        • Advanced
    • Credentials
    • Mappings
      • Entities
        • Manage Entity Groups
        • Create an Entity
        • Manage an Entity
      • Models
        • Create a New Model
        • Find a Model
        • Enable or Disable a Model
      • Vectors
      • Rank Features
    • Featured Links
    • AI Settings
      • Classifications
      • Class
      • Class Rules
      • AI Classification
    • User Settings
    • Stats
      • Data Views
    • Global Settings
      • General
      • Authentication
      • App Settings
      • Application Access
      • Thumbnails
      • Presets
      • Code of Conduct
      • Metrics
      • Viewer
      • SAR
        • Importing Data For A SAR
        • SAR Disclosure Document Storage
        • Getting SAR data from Google Vault
        • SAR Access
        • SAR File Status
      • Disclosure Portal
        • Disclosure Portal Set Up
        • SARs From The Portal
        • Email Delivery Settings
          • Delivery Settings
          • Brand Settings
          • Customise Emails
        • SMS Delivery Settings
        • Requestor Message Limit
        • Attachment Configuration
        • Password Configuration
        • File Scanner Configurator
      • Collections
      • Visualisations
        • Related Result Connections Diagram
        • Event Timeline
        • Timeline Lens Activity Chart
        • Relationship Map
      • Notifications
      • Map Lens
      • Theming
      • User Avatar
      • OData API
      • Uploads
      • Security
    • Search Settings
      • Search Relevancy
        • Core Settings
        • Makers Algorithm
        • Filename Boost Layer
        • Minimum Matching Terms Filter
        • Field Boost
        • Modified Date Boosting
        • Hit Highlighting
        • Why My Search Matched
        • Data Search Strategy
      • Bulk Search
        • Managing a Bulk Search
      • Search Flows
        • Create a Search Flow
          • General
          • Query Classification Step
          • Search Steps
          • Model Steps
      • Filtering
      • Search Performance
      • Related Results
  • AI Studio
    • Classifications
      • Classifications
      • Classification Rules
    • Jobs
  • Labels
  • API Guides
    • Insight API Guide
      • Swagger Documentation
      • Trying Some Endpoints
      • Search Filter
      • Hits / Items
      • Inspecting REST Calls
    • Data Science API Guide
      • REST Interface
        • Login
        • Datasets
        • Fields
        • Field Statistics
        • Search
        • Scroll
        • Update
      • Python Wrapper
        • Login
        • Datasets
        • Fields
        • Field Statistics
        • Search
        • Query Builders
        • Scroll
        • Scroll Search
        • Update Single Document
        • Bulk Update
    • Creating a Native Enrichment Step
      • Creating an Enrichment Step
        • Creating the Core Classes
        • Extending our Enrichment Step
        • Adding a Configuration Template
        • Adding the Enrichment Step
        • Creating an Enrichment Pipeline
      • Other Tasks
        • Entities, Metadata and Data
        • Accessing the Repository
      • Example Code
      • Troubleshooting
    • Creating a Python Enrichment Step
      • Creating an Enrichment Step
        • Running the Example from Command Line
        • Running the Example
      • Creating Your Own Step
      • Adding or Changing Entities, Metadata
  • Whitepapers and Explainers
    • From a Billion To One – Mastering Relevancy
    • Methods for Text Summarization
      • Application
      • Technology Methods
      • Commercial Tools
      • Key Research Centres
      • Productionisation
      • Related Areas of Text Analytics
      • Conclusion
      • References
Powered by GitBook
On this page
  • Bulk Load
  • Metadata
  • Source System Settings
  • Source and Enrichment Agents
  1. Architecture
  2. Architecture and How It Works
  3. Agent Servers

Source Agent

The source agent is built around the concept of a source plugin. This provides the implementation for a back-end data or document store such as SharePoint, Network File Shares or SAP.

The source agent has two main services:

  1. To crawl and discover content in data and document systems (Source Systems).

  2. To fetch data and documents from systems for enrichment and end-user functions.

Aiimi has a number of source plugins and are constantly adding new ones. Aiimi, our customers and partners can write source plugins using the Microsoft.NET framework.

Bulk Load

Source agents can bulk load information from back-end systems, perform deltas and store a current crawl state. Because of this, a Crawl can be suspended and restarted later to pick up from where it left off.

Metadata

Source agents pull out metadata like name, location, created and modified date for discovered items. It also pulls the access control list for every item. This list is used to control who can access what data and documents in Aiimi Insight Engine.

Source System Settings

Source configurations consist of source system specific and common settings. These run on a schedule which is configured by an Admin within the Control Hub.

Source agents are not CPU or memory intensive, they only require disk space for logging. Bandwidth and network latency will impact how fast a crawl is. Ideally, on a network, source agents are located near the data sources with low latency.

Source and Enrichment Agents

It is common for Source agents to share a server with enrichment and other supporting agents.

Your source and enrichment agents work in pairs. For example, the source agent finds content and the enrichment agent performs its tasks.

PreviousSecurity AgentNextContent Agent

See the specific configuration options in the deployment option guide.