Tutorial: Index Azure SQL data using the .NET SDK

Straipsnis
09/23/2024

Configure an indexer to extract searchable data from Azure SQL Database, sending it to a search index in Azure AI Search.

This tutorial uses C# and the Azure SDK for .NET to perform the following tasks:

Create a data source that connects to Azure SQL Database
Create an indexer
Run an indexer to load data into an index
Query an index as a verification step

If you don't have an Azure subscription, create a free account before you begin.

Prerequisites

Azure SQL Database using SQL Server authentication
Visual Studio
Azure AI Search. Create or find an existing search service

Note

You can use a free search service for this tutorial. The free tier limits you to three indexes, three indexers, and three data sources. This tutorial creates one of each. Before starting, make sure you have room on your service to accept the new resources.

Download files

Source code for this tutorial is in the DotNetHowToIndexer folder in the Azure-Samples/search-dotnet-getting-started GitHub repository.

1 - Create services

This tutorial uses Azure AI Search for indexing and queries, and Azure SQL Database as an external data source. If possible, create both services in the same region and resource group for proximity and manageability. In practice, Azure SQL Database can be in any region.

Start with Azure SQL Database

This tutorial provides hotels.sql file in the sample download to populate the database. Azure AI Search consumes flattened rowsets, such as one generated from a view or query. The SQL file in the sample solution creates and populates a single table.

If you have an existing Azure SQL Database resource, you can add the hotels table to it, starting at the Open query step.

Create an Azure SQL database, using the instructions in Quickstart: Create a single database.

Server configuration for the database is important.
- Choose the SQL Server authentication option that prompts you to specify a username and password. You need this for the ADO.NET connection string used by the indexer.
- Choose a public connection. It makes this tutorial easier to complete. Public isn't recommended for production and we recommend deleting this resource at the end of the tutorial.
In the Azure portal, go to the new resource.
Add a firewall rule to allow access from your client, using the instructions in Quickstart: Create a server-level firewall rule in Azure portal. You can run ipconfig from a command prompt to get your IP address.
Use the Query editor to load the sample data. On the navigation pane, select Query editor (preview) and enter the user name and password of server admin.

If you get an access denied error, copy the client IP address from the error message, open the network security page for the server, and add an inbound rule that allows access from your client.
In Query editor, select Open query and navigate to the location of hotels.sql file on your local computer.
Select the file and select Open. The script should look similar to the following screenshot:
Select Run to execute the query. In the Results pane, you should see a query succeeded message, for three rows.
To return a rowset from this table, you can execute the following query as a verification step:
```
SELECT * FROM Hotels
```

Copy the ADO.NET connection string for the database. Under Settings > Connection Strings, copy the ADO.NET connection string, similar to the example below.

Server=tcp:<YOUR-DATABASE-NAME>.database.windows.net,1433;Initial Catalog=hotels-db;Persist Security Info=False;User ID=<YOUR-USER-NAME>;Password=<YOUR-PASSWORD>;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;

You'll need this connection string in the next exercise, setting up your environment.

Azure AI Search

The next component is Azure AI Search, which you can create in the portal. You can use the Free tier to complete this walkthrough.

Get an admin api-key and URL for Azure AI Search

API calls require the service URL and an access key. A search service is created with both, so if you added Azure AI Search to your subscription, follow these steps to get the necessary information:

Sign in to the Azure portal, and in your search service Overview page, get the URL. An example endpoint might look like https://mydemo.search.windows.net.
In Settings > Keys, get an admin key for full rights on the service. There are two interchangeable admin keys, provided for business continuity in case you need to roll one over. You can use either the primary or secondary key on requests for adding, modifying, and deleting objects.

2 - Set up your environment

Start Visual Studio and open DotNetHowToIndexers.sln.
In Solution Explorer, open appsettings.json to provide connection information.
For SearchServiceEndPoint, if the full URL on the service overview page is "https://my-demo-service.search.windows.net", then the value to provide is the entire URL.
For AzureSqlConnectionString, the string format is similar to this: "Server=tcp:<your-database-name>.database.windows.net,1433;Initial Catalog=hotels-db;Persist Security Info=False;User ID=<your-user-name>;Password=<your-password>;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;"
```
{
  "SearchServiceEndPoint": "<placeholder-search-full-url>",
  "SearchServiceAdminApiKey": "<placeholder-admin-key-for-search-service>",
  "AzureSqlConnectionString": "<placeholder-ADO.NET-connection-string",
}
```
Replace the user password in the SQL connection string to a valid password. While the database and user names will copy over, the password must be entered manually.

3 - Create the pipeline

Indexers require a data source object and an index. Relevant code is in two files:

hotel.cs, containing a schema that defines the index
Program.cs, containing functions for creating and managing structures in your service

In hotel.cs

The index schema defines the fields collection, including attributes specifying allowed operations, such as whether a field is full-text searchable, filterable, or sortable as shown in the following field definition for HotelName. A SearchableField is full-text searchable by definition. Other attributes are assigned explicitly.

. . . 
[SearchableField(IsFilterable = true, IsSortable = true)]
[JsonPropertyName("hotelName")]
public string HotelName { get; set; }
. . .

A schema can also include other elements, including scoring profiles for boosting a search score, custom analyzers, and other constructs. However, for our purposes, the schema is sparsely defined, consisting only of fields found in the sample datasets.

In Program.cs

The main program includes logic for creating an indexer client, an index, a data source, and an indexer. The code checks for and deletes existing resources of the same name, under the assumption that you might run this program multiple times.

The data source object is configured with settings that are specific to Azure SQL Database resources, including partial or incremental indexing for using the built-in change detection features of Azure SQL. The source demo hotels database in Azure SQL has a "soft delete" column named IsDeleted. When this column is set to true in the database, the indexer removes the corresponding document from the Azure AI Search index.

Console.WriteLine("Creating data source...");

var dataSource =
      new SearchIndexerDataSourceConnection(
         "hotels-sql-ds",
         SearchIndexerDataSourceType.AzureSql,
         configuration["AzureSQLConnectionString"],
         new SearchIndexerDataContainer("hotels"));

indexerClient.CreateOrUpdateDataSourceConnection(dataSource);

An indexer object is platform-agnostic, where configuration, scheduling, and invocation are the same regardless of the source. This example indexer includes a schedule, a reset option that clears indexer history, and calls a method to create and run the indexer immediately. To create or update an indexer, use CreateOrUpdateIndexerAsync.

Console.WriteLine("Creating Azure SQL indexer...");

var schedule = new IndexingSchedule(TimeSpan.FromDays(1))
{
      StartTime = DateTimeOffset.Now
};

var parameters = new IndexingParameters()
{
      BatchSize = 100,
      MaxFailedItems = 0,
      MaxFailedItemsPerBatch = 0
};

// Indexer declarations require a data source and search index.
// Common optional properties include a schedule, parameters, and field mappings
// The field mappings below are redundant due to how the Hotel class is defined, but 
// we included them anyway to show the syntax 
var indexer = new SearchIndexer("hotels-sql-idxr", dataSource.Name, searchIndex.Name)
{
      Description = "Data indexer",
      Schedule = schedule,
      Parameters = parameters,
      FieldMappings =
      {
         new FieldMapping("_id") {TargetFieldName = "HotelId"},
         new FieldMapping("Amenities") {TargetFieldName = "Tags"}
      }
};

await indexerClient.CreateOrUpdateIndexerAsync(indexer);

Indexer runs are usually scheduled, but during development you might want to run the indexer immediately using RunIndexerAsync.

Console.WriteLine("Running Azure SQL indexer...");

try
{
      await indexerClient.RunIndexerAsync(indexer.Name);
}
catch (RequestFailedException ex) when (ex.Status == 429)
{
      Console.WriteLine("Failed to run indexer: {0}", ex.Message);
}

4 - Build the solution

Press F5 to build and run the solution. The program executes in debug mode. A console window reports the status of each operation.

Your code runs locally in Visual Studio, connecting to your search service on Azure, which in turn connects to Azure SQL Database and retrieves the dataset. With this many operations, there are several potential points of failure. If you get an error, check the following conditions first:

Search service connection information that you provide is the full URL. If you entered just the service name, operations stop at index creation, with a failure to connect error.
Database connection information in appsettings.json. It should be the ADO.NET connection string obtained from the portal, modified to include a username and password that are valid for your database. The user account must have permission to retrieve data. Your local client IP address must be allowed inbound access through the firewall.
Resource limits. Recall that the Free tier has limits of three indexes, indexers, and data sources. A service at the maximum limit can't create new objects.

5 - Search

Use Azure portal to verify object creation, and then use Search explorer to query the index.

Sign in to the Azure portal, and in your search service left navigation pane, open each page in turn to verify the object is created. Indexes, Indexers, and Data Sources will have "hotels-sql-idx", "hotels-sql-indexer", and "hotels-sql-ds", respectively.
On the Indexes tab, select the hotels-sql-idx index. On the hotels page, Search explorer is the first tab.
Select Search to issue an empty query.

The three entries in your index are returned as JSON documents. Search explorer returns documents in JSON so that you can view the entire structure.
Next, switch to JSON View so that you can enter query parameters:
```
{
     "search": "river",
     "count": true
}
```
This query invokes full text search on the term river, and the result includes a count of the matching documents. Returning the count of matching documents is helpful in testing scenarios when you have a large index with thousands or millions of documents. In this case, only one document matches the query.
Lastly, enter parameters that limit search results to fields of interest:
```
{
     "search": "river",
     "select": "hotelId, hotelName, baseRate, description",
     "count": true
}
```
The query response is reduced to selected fields, resulting in more concise output.

Reset and rerun

In the early experimental stages of development, the most practical approach for design iteration is to delete the objects from Azure AI Search and allow your code to rebuild them. Resource names are unique. Deleting an object lets you recreate it using the same name.

The sample code for this tutorial checks for existing objects and deletes them so that you can rerun your code.

You can also use the portal to delete indexes, indexers, and data sources.

Clean up resources

When you're working in your own subscription, at the end of a project, it's a good idea to remove the resources that you no longer need. Resources left running can cost you money. You can delete resources individually or delete the resource group to delete the entire set of resources.

You can find and manage resources in the portal, using the All resources or Resource groups link in the left-navigation pane.

Next steps

Now that you're familiar with the basics of SQL Database indexing, let's take a closer look at indexer configuration.

Configure a SQL Database indexer

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