Guided Lab: How to Launch Azure AI Document Intelligence
Description
Azure AI Document Intelligence is a cloud-based service that uses machine learning to extract structured data from digital or scanned documents, such as text, tables, and key-value pairs. It helps automate data entry processes, improve document analysis accuracy, and streamline business workflows. This service supports prebuilt, custom, and layout models, making it suitable for invoice processing, form extraction, and receipt scanning.
Objectives
In this lab, you will:
- Learn how to create an Azure AI Document Intelligence resource in the Azure portal.
- Configure basic settings such as resource group, region, and pricing tier.
- Explore networking, identity, and tag configurations.
- Access and test the service using the Document Intelligence Studio.
- Verify the deployment and confirm the resource creation.
Subscribe to access Azure PlayCloud LabsLab Steps
Creating the Azure AI Document Intelligence Resource
1. Navigate to Azure AI Document Intelligence by searching for it in the Azure portal search bar or selecting it from the homepage.
2. Start creating a new resource by clicking Create → Azure AI Document Intelligence at the top menu bar or the Create button at the center of the service page.
Configuring the Resource
1. On the Basics tab, select the following configurations:
a. Resource group: azure-lab-rg-9pFoBK5UiBBU
b. Region: (US) Central US
c. Pricing: Free F0 or Standard S0
2. Proceed to the Network tab. Choose all networks to allow public access to the endpoint.
3. Next, go to the Identity tab. By default, the System-assigned managed identity is set to Off. Keep it disabled for now unless identity-based access control is needed.
4. Navigate to the Tags tab. Tags help organize and categorize Azure resources for easier billing and management.
- Enter a Name and a corresponding Value, such as:
- Name: Environment
- Value: Lab
5. Once done, click the Review + create button at the bottom.
Finalize and Deploy the Content Safety
1. Wait for the “Validation passed” message to appear. Review your settings, and then click Create to deploy the resource.
a. If validation fails, check the highlighted fields for missing or incorrect values. Adjust the configuration and re-run validation until it passes.
2. After successful deployment, click Go to resource to open the Document Intelligence instance.
Testing the Service in Document Intelligence Studio
Once the resource is created:
1. In the Azure portal, locate the Keys and Endpoint section under Resource Management.
2. Copy the Endpoint URL and Key 1.
3. Open Document Intelligence Studio.
Inside the studio:
1. Select Document analysis → General Document.
2. Choose Use my key and endpoint.
3. Select API endpoint and key → Paste the copied values (Endpoint and Key), then click Connect and Finish.
4. Upload a sample document (such as an invoice or form).
5. Click Run Analysis to see extracted fields and layout information.
Congratulations! You have completed the Guided Lab on creating and testing Azure AI Document Intelligence. This exercise taught you how to deploy the service in the Azure portal, configure resource settings (Basics, Network, Identity, Tags), validate and create the resource, and use Document Intelligence Studio to analyze documents. This accomplishment builds your foundational skills in Azure AI services and prepares you for more advanced intelligent document processing solutions.