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# Author : Georgios Ioannou
#
# Copyright © 2024 by Georgios Ioannou
# Setting Up MongoDB with Atlas Vector Search
## Initial Setup
1. Create and log in to your MongoDB account at [mongodb.com](https://mongodb.com)
2. Create Organization and Project
- **Note that if you first create an account you have a default organization and project so you may need to skip Step 2.**
- Create a new MongoDB organization
- Name your organization as desired
- Create a new MongoDB project
- Name your project as desired
3. Create Cluster
- Select M0 (FREE) tier
- Make sure to uncheck "Preload sample dataset"
- **Keep everything else default.**
- Wait 1-3 minutes for cluster creation
## Security Setup
4. Create Database User
- Create username and password
- Then, click on continue.
- Then, just close no need to choose a connection method.
- **Important**: Save these credentials securely
5. Configure Network Access
- Navigate on the left menu to Security -> Network Access
- **Add IP Address: `0.0.0.0/0` (Allows access from anywhere)**
## Database Creation
6. Set Up Database and Collection
- Click "Clusters" on the left under "Database".
- Click "Browse Collections"
- Click "Add My Own Data"
- Create database (e.g., "txts")
- Create collection (e.g., "txts_collection")
- No need to select any additional preferences.
- Click "Create"
## Vector Search Configuration
7. Create Vector Search Index
- Click "Search Indexes" (This will bring you to "Atlas Search" tab)
- Click "Create Search Index"
- Select "JSON Editor" under "Atlas Vector Search"
- Click "Next"
- Configure index settings:
```json
{
"fields": [
{
"numDimensions": 768, // Adjust based on your model. (e.g., 768 for all-mpnet-base-v2 )
"path": "embedding", // Adjust it to your index/embedding column.
"similarity": "euclidean", // Adjust it to your desired similarity function.
"type": "vector"
},
{
"path": "source", // Adjust it to the column you would like to filter with.
"type": "filter"
}
]
}
```
- Assign your index to the collection name created in step 6 using the drop down menu on the left.
- Click "Next"
- Click "Create Search Index"
- Wait for status to change from "Pending" to "Active"
**Note**: While vector search index creation can be done programmatically, the GUI method described above is recommended for simplicity.
## Connection String
8. Get Your MongoDB URI
- Click "Clusters" under DATABASE on the left menu
- Click "Connect" next to name of your cluster
- Select "Drivers"
- Copy the connection/MongoURI string at the very end of the modal that just opened
- Replace **`<password>`** with your database user password |