# 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 - 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 - Wait 1-3 minutes for cluster creation ## Security Setup 4. Create Database User - Create username and password - **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 "Browse Collections" - Click "Add My Own Data" - Create database (e.g., "txts") - Create collection (e.g., "txts_collection") - 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 { "name": "vector_index", // Adjust it to your desired name. "type": "vector", "path": "embedding", // Adjust it to your index/embedding column. "numDimensions": 384, // Adjust based on your model. (e.g., 384 for all-MiniLM-l6-v2) "similarity": "euclidean" // Adjust it to your desired similarity function. } ``` - Optional: Add filter fields if needed: ```json { "type": "filter", "path": "source" // Adjust it to the column you would like to filter with. } ``` - 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 `` with your database user password