Connect AODocs

This page describes how to connect AODocs to Agentspace Enterprise.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

  1. In addition to the third-party connector allowlist, this connector requires that your project is added to an additional allowlist. To be added to this allowlist, contact your Agentspace Enterprise account team.

  2. Set up access control for your data source. For information about setting up access control, see Use data source access control.

  3. A Google Workspace super administrator must install the AODocs app in your Google Workspace.

Obtain OAuth 2.0 credentials for use with AODocs

Before you create a connector, an AODocs administrator must obtain OAuth 2.0 credentials to use in integrating with Agentspace Enterprise. Use the following instructions to create a client ID and secret, and have your client ID added to the allowlist.

To obtain OAuth 2.0 credentials:

  1. Copy your AODocs instance ID (the domain URL of your AODocs instance). You can find this in the URL string following aodocs-domain=, or obtain it from the AODocs website.

    Obtain the instance ID from the AODocs website.
    Obtain the instance ID from the AODocs website.
  2. In the Google Cloud console, select APIs & Services > Credentials.

  3. Select Create credentials, and then select OAuth client ID.

  4. Select the application type Web Application.

  5. Enter a name for the application.

  6. In the Authorized Redirect URIs field, enter https://vertexaisearch.cloud.google.com/console/oauth/default_oauth.html.

  7. Click Create.

  8. Note the ClientId and ClientSecret.

To request that your new client ID be added to the allowlist:

  1. In the AODocs Knowledge Base, select Submit a ticket.

  2. In the issue drop-down list, select Support Requests.

  3. Enter your email address.

  4. In the Subject field, enter Request to allow-list client ID.

  5. In the AODocs Module drop-down list, select Others.

  6. In the Description field, provide the client ID that you noted in the previous procedure, and ask that the client ID be added to the allowlist.

  7. Click Submit.

Optional: Enable the Google Drive API

If you want to include attachments in your search results, you must enable the Google Drive API in your Google Cloud project.

  1. Open the Google Drive API product details page by visiting the following URL:

    https://console.developers.google.com/apis/api/drive.googleapis.com/overview?project=PROJECT_ID
    

    Replace PROJECT_ID with the ID of your Google Cloud project.

  2. Click Enable.

  3. In the Google Admin console, select Apps > Google Workspace > Drive and Docs.

  4. Click Service status.

  5. Click On for everyone.

  6. Click Save.

  7. Click Features and Applications.

  8. In the Drive SDK section, check Allow users to access Google Drive with the Drive SDK API.

  9. Click Save.

Create an AODocs connector

Console

To use the Google Cloud console to sync data from AODocs to Agentspace Enterprise, follow these steps:

  1. In the Google Cloud console, go to the Agentspace Enterprise page.

    Agentspace Enterprise

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, scroll or search for AODocs to connect your third-party source.

  5. Enter your AODocs authentication information and click Authenticate. A new window appears.

  6. Enter your AODocs instance ID.

  7. Enter the client ID and client secret you created earlier.

  8. Click Authenticate. Confirm that authentication succeeded before returning to the Specify the AODocs source for your data store page.

  9. Select any advanced options and click Continue.

  10. Select which entities to sync and click Continue.

  11. Select a region for your data store.

  12. Enter a name for your data connector.

  13. Select a synchronization frequency.

  14. Click Create. Agentspace Enterprise creates your data store and displays your data stores on the Data stores page.

  15. To check the status of your ingestion, go to the Data stores page and click your connector name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take several minutes or several hours.

Next steps