wehub-resource-sync
642 lines
23 KiB
Plaintext
642 lines
23 KiB
Plaintext
{
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"cells": [
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{
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"cell_type": "markdown",
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"id": "44b5899e",
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"metadata": {},
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"source": [
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"# 🔍 Enterprise RAG with Microsoft Foundry (.NET)\n",
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"\n",
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"## 📋 Learning Objectives\n",
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"\n",
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"This notebook demonstrates how to build enterprise-grade Retrieval-Augmented Generation (RAG) systems using the Microsoft Agent Framework in .NET with Microsoft Foundry. You'll learn to create production-ready agents that can search through documents and provide accurate, context-aware responses with enterprise security and scalability.\n",
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"\n",
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"**Enterprise RAG Capabilities You'll Build:**\n",
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"- 📚 **Document Intelligence**: Advanced document processing with Azure AI services\n",
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"- 🔍 **Semantic Search**: High-performance vector search with enterprise features\n",
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"- 🛡️ **Security Integration**: Role-based access and data protection patterns\n",
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"- 🏢 **Scalable Architecture**: Production-ready RAG systems with monitoring\n",
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"\n",
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"## 🎯 Enterprise RAG Architecture\n",
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"\n",
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"### Core Enterprise Components\n",
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"- **Microsoft Foundry**: Managed enterprise AI platform with security and compliance\n",
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"- **Persistent Agents**: Stateful agents with conversation history and context management\n",
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"- **Vector Store Management**: Enterprise-grade document indexing and retrieval\n",
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"- **Identity Integration**: Azure AD authentication and role-based access control\n",
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"\n",
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"### .NET Enterprise Benefits\n",
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"- **Type Safety**: Compile-time validation for RAG operations and data structures\n",
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"- **Async Performance**: Non-blocking document processing and search operations\n",
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"- **Memory Management**: Efficient resource utilization for large document collections\n",
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"- **Integration Patterns**: Native Azure service integration with dependency injection\n",
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"\n",
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"## 🏗️ Technical Architecture\n",
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"\n",
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"### Enterprise RAG Pipeline\n",
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"```csharp\n",
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"Document Upload → Security Validation → Vector Processing → Index Creation\n",
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" ↓ ↓ ↓\n",
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"User Query → Authentication → Semantic Search → Context Ranking → AI Response\n",
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"```\n",
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"\n",
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"### Core .NET Components\n",
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"- **Azure.AI.Agents.Persistent**: Enterprise agent management with state persistence\n",
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"- **Azure.Identity**: Integrated authentication for secure Azure service access\n",
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"- **Microsoft.Agents.AI.AzureAI**: Azure-optimized agent framework implementation\n",
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"- **System.Linq.Async**: High-performance asynchronous LINQ operations\n",
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"\n",
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"## 🔧 Enterprise Features & Benefits\n",
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"\n",
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"### Security & Compliance\n",
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"- **Azure AD Integration**: Enterprise identity management and authentication\n",
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"- **Role-Based Access**: Fine-grained permissions for document access and operations\n",
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"- **Data Protection**: Encryption at rest and in transit for sensitive documents\n",
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"- **Audit Logging**: Comprehensive activity tracking for compliance requirements\n",
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"\n",
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"### Performance & Scalability\n",
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"- **Connection Pooling**: Efficient Azure service connection management\n",
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"- **Async Processing**: Non-blocking operations for high-throughput scenarios\n",
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"- **Caching Strategies**: Intelligent caching for frequently accessed documents\n",
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"- **Load Balancing**: Distributed processing for large-scale deployments\n",
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"\n",
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"### Management & Monitoring\n",
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"- **Health Checks**: Built-in monitoring for RAG system components\n",
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"- **Performance Metrics**: Detailed analytics on search quality and response times\n",
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"- **Error Handling**: Comprehensive exception management with retry policies\n",
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"- **Configuration Management**: Environment-specific settings with validation\n",
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"\n",
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"## ⚙️ Prerequisites & Setup\n",
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"\n",
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"**Development Environment:**\n",
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"- .NET 9.0 SDK or higher\n",
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"- Visual Studio 2022 or VS Code with C# extension\n",
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"- Azure subscription with AI Foundry access\n",
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"\n",
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"**Required NuGet Packages:**\n",
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"```xml\n",
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"<PackageReference Include=\"Microsoft.Extensions.AI\" Version=\"9.9.0\" />\n",
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"<PackageReference Include=\"Azure.AI.Agents.Persistent\" Version=\"1.2.0-beta.5\" />\n",
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"<PackageReference Include=\"Azure.Identity\" Version=\"1.15.0\" />\n",
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"<PackageReference Include=\"System.Linq.Async\" Version=\"6.0.3\" />\n",
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"<PackageReference Include=\"DotNetEnv\" Version=\"3.1.1\" />\n",
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"```\n",
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"\n",
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"**Azure Authentication Setup:**\n",
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"```bash\n",
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"# Install Azure CLI and authenticate\n",
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"az login\n",
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"az account set --subscription \"your-subscription-id\"\n",
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"```\n",
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"\n",
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"**Environment Configuration (.env file):**\n",
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"```env\n",
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"# Microsoft Foundry configuration (automatically handled via Azure CLI)\n",
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"# Ensure you're authenticated to the correct Azure subscription\n",
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"```\n",
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"\n",
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"## 📊 Enterprise RAG Patterns\n",
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"\n",
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"### Document Management Patterns\n",
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"- **Bulk Upload**: Efficient processing of large document collections\n",
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"- **Incremental Updates**: Real-time document addition and modification\n",
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"- **Version Control**: Document versioning and change tracking\n",
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"- **Metadata Management**: Rich document attributes and taxonomy\n",
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"\n",
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"### Search & Retrieval Patterns\n",
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"- **Hybrid Search**: Combining semantic and keyword search for optimal results\n",
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"- **Faceted Search**: Multi-dimensional filtering and categorization\n",
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"- **Relevance Tuning**: Custom scoring algorithms for domain-specific needs\n",
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"- **Result Ranking**: Advanced ranking with business logic integration\n",
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"\n",
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"### Security Patterns\n",
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"- **Document-Level Security**: Fine-grained access control per document\n",
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"- **Data Classification**: Automatic sensitivity labeling and protection\n",
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"- **Audit Trails**: Comprehensive logging of all RAG operations\n",
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"- **Privacy Protection**: PII detection and redaction capabilities\n",
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"\n",
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"## 🔒 Enterprise Security Features\n",
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"\n",
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"### Authentication & Authorization\n",
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"```csharp\n",
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"// Azure AD integrated authentication\n",
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"var credential = new AzureCliCredential();\n",
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"var agentsClient = new PersistentAgentsClient(endpoint, credential);\n",
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"\n",
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"// Role-based access validation\n",
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"if (!await ValidateUserPermissions(user, documentId))\n",
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"{\n",
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" throw new UnauthorizedAccessException(\"Insufficient permissions\");\n",
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"}\n",
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"```\n",
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"\n",
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"### Data Protection\n",
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"- **Encryption**: End-to-end encryption for documents and search indices\n",
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"- **Access Controls**: Integration with Azure AD for user and group permissions\n",
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"- **Data Residency**: Geographic data location controls for compliance\n",
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"- **Backup & Recovery**: Automated backup and disaster recovery capabilities\n",
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"\n",
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"## 📈 Performance Optimization\n",
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"\n",
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"### Async Processing Patterns\n",
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"```csharp\n",
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"// Efficient async document processing\n",
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"await foreach (var document in documentStream.AsAsyncEnumerable())\n",
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"{\n",
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" await ProcessDocumentAsync(document, cancellationToken);\n",
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"}\n",
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"```\n",
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"\n",
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"### Memory Management\n",
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"- **Streaming Processing**: Handle large documents without memory issues\n",
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"- **Resource Pooling**: Efficient reuse of expensive resources\n",
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"- **Garbage Collection**: Optimized memory allocation patterns\n",
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"- **Connection Management**: Proper Azure service connection lifecycle\n",
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"\n",
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"### Caching Strategies\n",
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"- **Query Caching**: Cache frequently executed searches\n",
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"- **Document Caching**: In-memory caching for hot documents\n",
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"- **Index Caching**: Optimized vector index caching\n",
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"- **Result Caching**: Intelligent caching of generated responses\n",
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"\n",
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"## 📊 Enterprise Use Cases\n",
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"\n",
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"### Knowledge Management\n",
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"- **Corporate Wiki**: Intelligent search across company knowledge bases\n",
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"- **Policy & Procedures**: Automated compliance and procedure guidance\n",
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"- **Training Materials**: Intelligent learning and development assistance\n",
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"- **Research Databases**: Academic and research paper analysis systems\n",
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"\n",
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"### Customer Support\n",
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"- **Support Knowledge Base**: Automated customer service responses\n",
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"- **Product Documentation**: Intelligent product information retrieval\n",
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"- **Troubleshooting Guides**: Contextual problem-solving assistance\n",
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"- **FAQ Systems**: Dynamic FAQ generation from document collections\n",
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"\n",
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"### Regulatory Compliance\n",
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"- **Legal Document Analysis**: Contract and legal document intelligence\n",
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"- **Compliance Monitoring**: Automated regulatory compliance checking\n",
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"- **Risk Assessment**: Document-based risk analysis and reporting\n",
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"- **Audit Support**: Intelligent document discovery for audits\n",
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"\n",
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"## 🚀 Production Deployment\n",
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"\n",
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"### Monitoring & Observability\n",
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"- **Application Insights**: Detailed telemetry and performance monitoring\n",
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"- **Custom Metrics**: Business-specific KPI tracking and alerting\n",
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"- **Distributed Tracing**: End-to-end request tracking across services\n",
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"- **Health Dashboards**: Real-time system health and performance visualization\n",
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"\n",
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"### Scalability & Reliability\n",
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"- **Auto-Scaling**: Automatic scaling based on load and performance metrics\n",
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"- **High Availability**: Multi-region deployment with failover capabilities\n",
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"- **Load Testing**: Performance validation under enterprise load conditions\n",
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"- **Disaster Recovery**: Automated backup and recovery procedures\n",
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"\n",
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"Ready to build enterprise-grade RAG systems that can handle sensitive documents at scale? Let's architect intelligent knowledge systems for the enterprise! 🏢📖✨"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 1,
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"metadata": {
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"language_info": {
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"name": "polyglot-notebook"
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},
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"polyglot_notebook": {
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"kernelName": "csharp"
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}
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},
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"outputs": [
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{
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"data": {
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"text/html": [
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"<div><div></div><div></div><div><strong>Installed Packages</strong><ul><li><span>Microsoft.Extensions.AI, 9.9.1</span></li></ul></div></div>"
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]
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},
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"metadata": {},
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"output_type": "display_data"
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}
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],
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"source": [
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"#r \"nuget: Microsoft.Extensions.AI, 9.9.1\""
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]
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},
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{
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"cell_type": "code",
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"execution_count": 2,
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"id": "4ec1f0d1",
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"metadata": {
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"language_info": {
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"name": "polyglot-notebook"
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},
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"polyglot_notebook": {
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"kernelName": "csharp"
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}
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},
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"outputs": [
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{
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"data": {
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"text/html": [
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"<div><div></div><div></div><div><strong>Installed Packages</strong><ul><li><span>Azure.AI.Agents.Persistent, 1.2.0-beta.5</span></li><li><span>Azure.Identity, 1.15.0</span></li><li><span>System.Linq.Async, 6.0.3</span></li></ul></div></div>"
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]
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},
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"metadata": {},
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"output_type": "display_data"
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}
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],
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"source": [
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"#r \"nuget: Azure.AI.Agents.Persistent, 1.2.0-beta.5\"\n",
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"#r \"nuget: Azure.Identity, 1.15.0\"\n",
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"#r \"nuget: System.Linq.Async, 6.0.3\""
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]
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},
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{
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"cell_type": "code",
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"execution_count": 3,
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"id": "2363ae07",
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"metadata": {
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"language_info": {
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"name": "polyglot-notebook"
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},
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"polyglot_notebook": {
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"kernelName": "csharp"
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}
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},
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"outputs": [],
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"source": []
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},
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{
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"cell_type": "code",
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"execution_count": null,
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"id": "d10cec9d",
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"metadata": {
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"language_info": {
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"name": "polyglot-notebook"
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},
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"polyglot_notebook": {
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"kernelName": "csharp"
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}
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},
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"outputs": [
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{
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"data": {
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"text/html": [
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"<div><div></div><div></div><div><strong>Installed Packages</strong><ul><li><span>Microsoft.Agents.AI.AzureAI, 1.0.0-preview.251001.2</span></li></ul></div></div>"
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]
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},
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"metadata": {},
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"output_type": "display_data"
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}
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],
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"source": [
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"#r \"nuget: Microsoft.Agents.AI.AzureAI, 1.0.0-preview.251001.3\""
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]
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},
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{
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"cell_type": "code",
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"execution_count": null,
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"id": "78199d1c",
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"metadata": {
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"language_info": {
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"name": "polyglot-notebook"
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},
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"polyglot_notebook": {
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"kernelName": "csharp"
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}
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},
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"outputs": [
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{
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"data": {
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"text/html": [
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"<div><div></div><div></div><div><strong>Installed Packages</strong><ul><li><span>microsoft.agents.ai, 1.0.0-preview.251001.2</span></li></ul></div></div>"
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]
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},
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"metadata": {},
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"output_type": "display_data"
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}
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],
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"source": [
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"#r \"nuget: Microsoft.Agents.AI, 1.0.0-preview.251001.3\""
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]
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},
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{
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"cell_type": "code",
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"execution_count": 6,
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"id": "7de4684a",
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"metadata": {
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"language_info": {
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"name": "polyglot-notebook"
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},
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"polyglot_notebook": {
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"kernelName": "csharp"
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}
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},
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"outputs": [
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{
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"data": {
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"text/html": [
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"<div><div></div><div></div><div><strong>Installed Packages</strong><ul><li><span>DotNetEnv, 3.1.1</span></li></ul></div></div>"
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]
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},
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"metadata": {},
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"output_type": "display_data"
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}
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],
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"source": [
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"#r \"nuget: DotNetEnv, 3.1.1\""
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]
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},
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{
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"cell_type": "code",
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"execution_count": 7,
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"id": "251efd31",
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"metadata": {
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"language_info": {
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"name": "polyglot-notebook"
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},
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"polyglot_notebook": {
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"kernelName": "csharp"
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}
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},
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"outputs": [],
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"source": [
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"using System;\n",
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"using System.Linq;\n",
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"using Azure.AI.Agents.Persistent;\n",
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"using Azure.Identity;\n",
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"using Microsoft.Agents.AI;"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 8,
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"id": "a2e342f1",
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"metadata": {
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"language_info": {
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"name": "polyglot-notebook"
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},
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"polyglot_notebook": {
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"kernelName": "csharp"
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}
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},
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"outputs": [],
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"source": [
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" using DotNetEnv;"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 9,
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"id": "a7a01653",
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"metadata": {
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"language_info": {
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"name": "polyglot-notebook"
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},
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"polyglot_notebook": {
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"kernelName": "csharp"
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}
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},
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"outputs": [],
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"source": [
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"Env.Load(\"../../../.env\");"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 10,
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"id": "a42735d5",
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"metadata": {
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"language_info": {
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"name": "polyglot-notebook"
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},
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"polyglot_notebook": {
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"kernelName": "csharp"
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}
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},
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"outputs": [],
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"source": [
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"var azure_foundry_endpoint = Environment.GetEnvironmentVariable(\"AZURE_AI_PROJECT_ENDPOINT\") ?? throw new InvalidOperationException(\"AZURE_AI_PROJECT_ENDPOINT is not set.\");\n",
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"var azure_foundry_model_id = Environment.GetEnvironmentVariable(\"AZURE_AI_MODEL_DEPLOYMENT_NAME\") ?? \"gpt-4.1-mini\";"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 11,
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"id": "e29bdb58",
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"metadata": {
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"language_info": {
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"name": "polyglot-notebook"
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},
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"polyglot_notebook": {
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"kernelName": "csharp"
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}
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},
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"outputs": [],
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"source": [
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"string pdfPath = \"./document.md\";"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 12,
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"id": "7351e12d",
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"metadata": {
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"language_info": {
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"name": "polyglot-notebook"
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},
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"polyglot_notebook": {
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"kernelName": "csharp"
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}
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},
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"outputs": [],
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"source": [
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"using System.IO;\n",
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"\n",
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"async Task<Stream> OpenImageStreamAsync(string path)\n",
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"{\n",
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"\treturn await Task.Run(() => File.OpenRead(path));\n",
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"}\n",
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"\n",
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"var pdfStream = await OpenImageStreamAsync(pdfPath);"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 13,
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"id": "0b6bf484",
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"metadata": {
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"language_info": {
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"name": "polyglot-notebook"
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},
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"polyglot_notebook": {
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"kernelName": "csharp"
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}
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},
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"outputs": [],
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"source": [
|
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"var persistentAgentsClient = new PersistentAgentsClient(azure_foundry_endpoint, new AzureCliCredential());"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 14,
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"id": "81e0dddc",
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"metadata": {
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"language_info": {
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"name": "polyglot-notebook"
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|
},
|
|
"polyglot_notebook": {
|
|
"kernelName": "csharp"
|
|
}
|
|
},
|
|
"outputs": [],
|
|
"source": [
|
|
"PersistentAgentFileInfo fileInfo = await persistentAgentsClient.Files.UploadFileAsync(pdfStream, PersistentAgentFilePurpose.Agents, \"demo.md\");"
|
|
]
|
|
},
|
|
{
|
|
"cell_type": "code",
|
|
"execution_count": 15,
|
|
"id": "f0c75d80",
|
|
"metadata": {
|
|
"language_info": {
|
|
"name": "polyglot-notebook"
|
|
},
|
|
"polyglot_notebook": {
|
|
"kernelName": "csharp"
|
|
}
|
|
},
|
|
"outputs": [],
|
|
"source": [
|
|
"PersistentAgentsVectorStore fileStore =\n",
|
|
" await persistentAgentsClient.VectorStores.CreateVectorStoreAsync(\n",
|
|
" [fileInfo.Id],\n",
|
|
" metadata: new Dictionary<string, string>() { { \"agentkey\", bool.TrueString } });"
|
|
]
|
|
},
|
|
{
|
|
"cell_type": "code",
|
|
"execution_count": 16,
|
|
"id": "c77986c5",
|
|
"metadata": {
|
|
"language_info": {
|
|
"name": "polyglot-notebook"
|
|
},
|
|
"polyglot_notebook": {
|
|
"kernelName": "csharp"
|
|
}
|
|
},
|
|
"outputs": [],
|
|
"source": [
|
|
"PersistentAgent agentModel = await persistentAgentsClient.Administration.CreateAgentAsync(\n",
|
|
" azure_foundry_model_id,\n",
|
|
" name: \"DotNetRAGAgent\",\n",
|
|
" tools: [new FileSearchToolDefinition()],\n",
|
|
" instructions: \"\"\"\n",
|
|
" You are an AI assistant designed to answer user questions using only the information retrieved from the provided document(s).\n",
|
|
"\n",
|
|
" - If a user's question cannot be answered using the retrieved context, **you must clearly respond**: \n",
|
|
" \"I'm sorry, but the uploaded document does not contain the necessary information to answer that question.\"\n",
|
|
" - Do not answer from general knowledge or reasoning. Do not make assumptions or generate hypothetical explanations.\n",
|
|
" - Do not provide definitions, tutorials, or commentary that is not explicitly grounded in the content of the uploaded file(s).\n",
|
|
" - If a user asks a question like \"What is a Neural Network?\", and this is not discussed in the uploaded document, respond as instructed above.\n",
|
|
" - For questions that do have relevant content in the document (e.g., Contoso's travel insurance coverage), respond accurately, and cite the document explicitly.\n",
|
|
"\n",
|
|
" You must behave as if you have no external knowledge beyond what is retrieved from the uploaded document.\n",
|
|
" \"\"\",\n",
|
|
" toolResources: new()\n",
|
|
" {\n",
|
|
" FileSearch = new()\n",
|
|
" {\n",
|
|
" VectorStoreIds = { fileStore.Id },\n",
|
|
" }\n",
|
|
" },\n",
|
|
" metadata: new Dictionary<string, string>() { { \"agentkey\", bool.TrueString } });"
|
|
]
|
|
},
|
|
{
|
|
"cell_type": "code",
|
|
"execution_count": 17,
|
|
"id": "282326cf",
|
|
"metadata": {
|
|
"language_info": {
|
|
"name": "polyglot-notebook"
|
|
},
|
|
"polyglot_notebook": {
|
|
"kernelName": "csharp"
|
|
}
|
|
},
|
|
"outputs": [],
|
|
"source": [
|
|
"AIAgent agent = await persistentAgentsClient.GetAIAgentAsync(agentModel.Id);"
|
|
]
|
|
},
|
|
{
|
|
"cell_type": "code",
|
|
"execution_count": 18,
|
|
"id": "2067d313",
|
|
"metadata": {
|
|
"language_info": {
|
|
"name": "polyglot-notebook"
|
|
},
|
|
"polyglot_notebook": {
|
|
"kernelName": "csharp"
|
|
}
|
|
},
|
|
"outputs": [],
|
|
"source": [
|
|
"AgentThread thread = agent.GetNewThread();"
|
|
]
|
|
},
|
|
{
|
|
"cell_type": "code",
|
|
"execution_count": 19,
|
|
"id": "454c4230",
|
|
"metadata": {
|
|
"language_info": {
|
|
"name": "polyglot-notebook"
|
|
},
|
|
"polyglot_notebook": {
|
|
"kernelName": "csharp"
|
|
}
|
|
},
|
|
"outputs": [
|
|
{
|
|
"name": "stdout",
|
|
"output_type": "stream",
|
|
"text": [
|
|
"Contoso's travel insurance coverage includes protection for medical emergencies, trip cancellations, and lost baggage. This ensures that travelers are supported in case of health-related issues during their trip, unforeseen cancellations, and the loss of their belongings while traveling【4:0†demo.md】.\r\n"
|
|
]
|
|
}
|
|
],
|
|
"source": [
|
|
"Console.WriteLine(await agent.RunAsync(\"Can you explain Contoso's travel insurance coverage?\", thread));"
|
|
]
|
|
}
|
|
],
|
|
"metadata": {
|
|
"kernelspec": {
|
|
"display_name": ".NET (C#)",
|
|
"language": "C#",
|
|
"name": ".net-csharp"
|
|
},
|
|
"language_info": {
|
|
"name": "polyglot-notebook"
|
|
},
|
|
"polyglot_notebook": {
|
|
"kernelInfo": {
|
|
"defaultKernelName": "csharp",
|
|
"items": [
|
|
{
|
|
"aliases": [],
|
|
"name": "csharp"
|
|
}
|
|
]
|
|
}
|
|
}
|
|
},
|
|
"nbformat": 4,
|
|
"nbformat_minor": 5
|
|
}
|