Configure Ask Essbase

You can use these steps to efficiently configure, activate, and manage Ask Essbase for seamless AI-driven querying within your Oracle Essbase environment.

Prerequisites

• Marketplace Deployment: Make sure Catalog Storage Type is set to Object Storage Bucket.

Note:

Ask Essbase is enabled by default in Marketplace deployments. All users can submit queries, but only admin users can configure its settings.

Note:

For optimal performance, use a Meta Llama chat model when creating an AI connection, for example, "meta.llama-4-scout-17b-16e-instruct". Refer to Pretrained foundational models to view the available models.

Set Up Database Connection

1. Go to Sources.
2. Click Create Connection.
3. Select Oracle Database as the Connection Type.
4. Enter your Oracle AI Database 26ai instance credentials in the Connection Details .
5. Click Save.

Create AI Connection

1. Go to Sources.
2. Click Create Connection.
3. Select GenAI as the Connection Type.
4. Fill in the parameters to complete the Vector and chat credential details section:
   1. User OCID: Find this value in the Configuration file preview.
   2. Tenancy OCID: Find this value in the Configuration file preview.
   3. OCI Compartment ID: Go to Identity in the Oracle Cloud Infrastructure console, then select Compartments. You can find the compartment ID there.
   4. Private Key: Refer to the Required Keys and OCIDs for instructions to create your private key.
   5. Fingerprint: Find this value in the Configuration file preview.

   Note:

   To get your OCI credentials:

   1. Sign in to the Oracle Cloud Infrastructure console.
   2. Click Profile icon, then select User settings.
   3. Go to Tokens and keys.
   4. Under the Fingerprint list, select your API key.
   5. Click the menu (three dots).
   6. Select View configuration file to view the Configuration file preview.

   Note:

   If you haven't set up your OCI configuration:

   1. Sign in to the Oracle Cloud Infrastructure console.
   2. Click Profile icon, then select User settings.
   3. Go to Tokens and keys.
   4. Click Add API key.
   5. Choose Paste a public key.
   6. On your VM, open your public key file and copy the public key content.
   7. Return to the Oracle Cloud Infrastructure page and paste your public key content.
   8. Click Add.
   9. After you add your API key, click menu (three dots) and then select View configuration file to view the Configuration file preview.

   For more details, refer to the Required Keys and OCIDs.

5. Use the following details to complete the Chat profile details section and Vectorization section and MDX generator details section:
   1. Chat model: Select meta.llama-4-maverick-17b-128e-instruct-fp8 or any current model listed under Pretrained foundational models
   2. OCI region: us-chicago-1 (all regions are available)
   3. Generative AI service URL: https://inference.generativeai.us-chicago-1.oci.oraclecloud.com/20231130/actions/embedText
   4. Vector embedding model: cohere.embed-english-v3.0
   5. Transfer timeout: 3000
   6. Description: (Optional)

Vectorize Documentation

1. Go to the Academy.
2. Select Ask Essbase.
3. Click Settings icon, and select the Active GenAI connection you set up.
4. Click Vectorize.
   1. This starts a background job that creates a vector index, uploads files to OCI storage, and prepares the system for chatbot queries.
   2. You can track the job progress in the Jobs UI or directly in the chatbot interface.
   3. You only need to perform this process once.

Start Using Ask Essbase

1. After vectorization completes, ask questions directly in Ask Essbase.
2. The AI provides complete answers along with links to supporting documentation.

Deactivate

1. Click Settings icon, then click the Delete icon on the form page to deactivate Ask Essbase.

   Note:

   This action initiates a background job that drops the vector index and vector table, deletes the chat profile linked to the vector index, and removes all documentation pointer files from the OCI bucket.