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add tutorial doc for semantic search on amazon opensearch
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Signed-off-by: Yaliang Wu <[email protected]>
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341 changes: 341 additions & 0 deletions docs/tutorials/aws/semantic_search_with_cohere_embedding_model.md
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# Topic

This doc introduce how to build semantic search in Amazon managed OpenSearch with Cohere embedding model.
If you are not using Amazon OpenSearch, you can refer to [cohere_v3_connector_embedding_blueprint](https://github.com/opensearch-project/ml-commons/blob/2.x/docs/remote_inference_blueprints/cohere_v3_connector_embedding_blueprint.md) and [OpenSearch semantic search](https://opensearch.org/docs/latest/search-plugins/semantic-search/).

This doc uses [Cohere embedding model v3](https://docs.cohere.com/reference/embed).


Note: You should replace the placeholders with prefix `your_` with your own value

# Steps

## 0. Create OpenSearch cluster

Go to AWS OpenSearch console UI and create OpenSearch domain.

Copy the domain ARN which will be used in later steps.

## 1. Create secret
Store your Cohere API key in Secret Manager.

Use default value if not mentioned.

1. Choose "Other type of secret" type.
2. Create a "my_cohere_key" key pais with your Cohere API key as value.
3. On next page, input `my_test_cohere_secret` as secret name

Copy the secret ARN which will be used in later steps.

## 2. Create IAM role
To use the secret created in Step1, we need to create an IAM role with read secret permission.
This IAM role will be configured in connector. Connector will use this role to read secret.

Go to IAM console, create IAM role `my_cohere_secret_role` with:

- Custom trust policy:
```
{
"Version": "2012-10-17",
"Statement": [
{
"Effect": "Allow",
"Principal": {
"Service": "opensearch.amazonaws.com"
},
"Action": "sts:AssumeRole"
}
]
}
```
- Permission
```
{
"Version": "2012-10-17",
"Statement": [
{
"Action": [
"secretsmanager:GetSecretValue"
],
"Effect": "Allow",
"Resource": "your_secret_arn_created_in_step1"
}
]
}
```

Copy the role ARN which will be used in later steps.

## 3. Configure IAM role in OpenSearch

### 3.1 Create IAM role for Signing create connector request

Generate a new IAM role specifically for signing your create connector request.


Create IAM role `my_create_connector_role` with permission
```
{
"Version": "2012-10-17",
"Statement": [
{
"Effect": "Allow",
"Action": "iam:PassRole",
"Resource": "your_iam_role_arn_created_in_step2"
},
{
"Effect": "Allow",
"Action": "es:ESHttpPost",
"Resource": "your_opensearch_domain_arn_created_in_step0"
}
]
}
```

Copy this role ARN which will be used in later steps.

### 3.2 Map backend role

1. Log in to your OpenSearch Dashboard and navigate to the "Security" page, which you can find in the left-hand menu.
2. Then click "Roles" on security page (you can find it on left-hand), then find "ml_full_access" role and click it.
3. On "ml_full_access" role detail page, click "Mapped users", then click "Manage mapping". Paste IAM role ARN created in Step 3.1 to backend roles part.
Click "Map", then the IAM role configured successfully in your OpenSearch cluster.

![Alt text](images/semantic_search/mapping_iam_role_arn.png)

## 4. Create Cohere Connector

Find more details on [connector](https://opensearch.org/docs/latest/ml-commons-plugin/remote-models/connectors/)


Get temporary credential of the role created in step 3.1:
```
aws sts assume-role —role-arn your_iam_role_arn_created_in_step3.1 --role-session-name your_session_name
```
Run this python code with the temporary credential

```
import boto3
import requests
from requests_aws4auth import AWS4Auth
host = 'your_amazon_opensearch_domain_endpoint_created_in_step0'
region = 'your_amazon_opensearch_domain_region'
service = 'es'
credentials = boto3.Session().get_credentials()
awsauth = AWS4Auth(credentials.access_key, credentials.secret_key, region, service, session_token=credentials.token)
path = '/_plugins/_ml/connectors/_create'
url = host + path
payload = {
"name": "cohere-embed-v3",
"description": "The connector to public Cohere model service for embed",
"version": "1",
"protocol": "http",
"credential": {
"secretArn": "your_secret_arn_created_in_step1",
"roleArn": "your_iam_role_arn_created_in_step2"
},
"parameters": {
"model": "embed-english-v3.0",
"input_type":"search_document",
"truncate": "END"
},
"actions": [
{
"action_type": "predict",
"method": "POST",
"url": "https://api.cohere.ai/v1/embed",
"headers": {
"Authorization": "Bearer ${credential.secretArn.my_cohere_key}",
"Request-Source": "unspecified:opensearch"
},
"request_body": "{ \"texts\": ${parameters.texts}, \"truncate\": \"${parameters.truncate}\", \"model\": \"${parameters.model}\", \"input_type\": \"${parameters.input_type}\" }",
"pre_process_function": "connector.pre_process.cohere.embedding",
"post_process_function": "connector.post_process.cohere.embedding"
}
]
}
headers = {"Content-Type": "application/json"}
r = requests.post(url, auth=awsauth, json=payload, headers=headers)
print(r.text)
```
The script will output connector id.

sample output
```
{"connector_id":"qp2QP40BWbTmLN9Fpo40"}
```

## 5. Create Cohere Model and test

Login your OpenSearch Dashboard, open DevTools, then run these

1. Create model group
```
POST /_plugins/_ml/model_groups/_register
{
"name": "Cohere_embedding_model",
"description": "Test model group for cohere embedding model"
}
```
Sample output
```
{
"model_group_id": "KEqTP40BOhavBOmfXikp",
"status": "CREATED"
}
```

2. Register model

```
POST /_plugins/_ml/models/_register
{
"name": "cohere embedding model v3",
"function_name": "remote",
"description": "test embedding model",
"model_group_id": "KEqTP40BOhavBOmfXikp",
"connector_id": "qp2QP40BWbTmLN9Fpo40"
}
```
Sample output
```
{
"task_id": "q52VP40BWbTmLN9F9I5S",
"status": "CREATED",
"model_id": "MErAP40BOhavBOmfQCkf"
}
```

3. Deploy model
```
POST /_plugins/_ml/models/MErAP40BOhavBOmfQCkf/_deploy
```
Sample output
```
{
"task_id": "KUqWP40BOhavBOmf4Clx",
"task_type": "DEPLOY_MODEL",
"status": "COMPLETED"
}
```
4. Predict
```
POST /_plugins/_ml/models/MErAP40BOhavBOmfQCkf/_predict
{
"parameters": {
"texts": ["hello world", "how are you"]
}
}
```
Sample response
```
{
"inference_results": [
{
"output": [
{
"name": "sentence_embedding",
"data_type": "FLOAT32",
"shape": [
1024
],
"data": [
-0.029510498,
-0.023223877,
-0.059631348,
...]
},
{
"name": "sentence_embedding",
"data_type": "FLOAT32",
"shape": [
1024
],
"data": [
0.02279663,
0.014976501,
-0.04058838,]
}
],
"status_code": 200
}
]
}
```

## 5. Semantic search with Cohere model

### 5.1 create ingest pipeline
Find more details: [ingest pipeline](https://opensearch.org/docs/latest/ingest-pipelines/)

```
PUT /_ingest/pipeline/my_pipeline
{
"description": "text embedding pentest",
"processors": [
{
"text_embedding": {
"model_id": "your_cohere_embedding_model_id_created_in_step5",
"field_map": {
"text": "text_knn"
}
}
}
]
}
```
### 5.2 create k-NN index
Find more details: [k-NN index](https://opensearch.org/docs/latest/search-plugins/knn/knn-index/)

You should customize your k-NN index for better performance.
```
PUT my_index
{
"settings": {
"index": {
"knn.space_type": "cosinesimil",
"default_pipeline": "my-pipeline",
"knn": "true"
}
},
"mappings": {
"properties": {
"text_knn": {
"type": "knn_vector",
"dimension": 1024
}
}
}
}
```
### 5.3 ingest test data
```
POST /my_index/_doc/1000001
{
"text": "hello world."
}
```
### 5.4 search
Find more details: [neural search](https://opensearch.org/docs/latest/search-plugins/neural-search/).
```
POST /my_index/_search
{
"query": {
"neural": {
"text_knn": {
"query_text": "hello",
"model_id": "your_cohere_embedding_model_id_created_in_step5",
"k": 100
}
}
},
"size": "1",
"_source": ["text"]
}
```

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