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Create mongodb_atlas_vector_search_setup.md
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mongodb_atlas_vector_search_setup.md
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# Author : Georgios Ioannou
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#
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# Copyright © 2024 by Georgios Ioannou
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# Setting Up MongoDB with Atlas Vector Search
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## Initial Setup
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1. Create and log in to your MongoDB account at [mongodb.com](https://mongodb.com)
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2. Create Organization and Project
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- Create a new MongoDB organization
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- Name your organization as desired
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- Create a new MongoDB project
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- Name your project as desired
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3. Create Cluster
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- Select M0 (FREE) tier
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- Wait 1-3 minutes for cluster creation
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## Security Setup
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4. Create Database User
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- Create username and password
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- **Important**: Save these credentials securely
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5. Configure Network Access
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- Navigate on the left menu to Security -> Network Access
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- Add IP Address: `0.0.0.0/0` (Allows access from anywhere)
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## Database Creation
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6. Set Up Database and Collection
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- Click "Browse Collections"
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- Click "Add My Own Data"
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- Create database (e.g., "txts")
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- Create collection (e.g., "txts_collection")
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- Click "Create"
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## Vector Search Configuration
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7. Create Vector Search Index
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- Click "Search Indexes" (This will bring you to "Atlas Search" tab)
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- Click "Create Search Index"
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- Select "JSON Editor" under "Atlas Vector Search"
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- Click "Next"
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- Configure index settings:
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```json
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{
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"name": "vector_index", // Adjust it to your desired name.
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"type": "vector",
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"path": "embedding", // Adjust it to your index/embedding column.
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"numDimensions": 384, // Adjust based on your model. (e.g., 384 for all-MiniLM-l6-v2)
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"similarity": "euclidean" // Adjust it to your desired similarity function.
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}
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```
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- Optional: Add filter fields if needed:
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```json
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{
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"type": "filter",
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"path": "source" // Adjust it to the column you would like to filter with.
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}
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```
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- Assign your index to the collection name created in step 6 using the drop down menu on the left.
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- Click "Next"
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- Click "Create Search Index"
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- Wait for status to change from "Pending" to "Active"
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**Note**: While vector search index creation can be done programmatically, the GUI method described above is recommended for simplicity.
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## Connection String
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8. Get Your MongoDB URI
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- Click "Clusters" under DATABASE on the left menu
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- Click "Connect" next to name of your cluster
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- Select "Drivers"
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- Copy the connection/MongoURI string at the very end of the modal that just opened
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- Replace `<password>` with your database user password
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