Using Microsoft Azure Portal for Managing Keys and APIs for Azure AI Services
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Erik Pilgrim

Created May 24, 2024

Using Microsoft Azure Portal for Managing Keys and APIs for Azure AI Services

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Microsoft Azure portal (PWA)

2 Steps
1

Click on your OCR resource, if one does not exist Create a new Document Intelligence Resource

Create a resource at https://portal.azure.com/#create/Microsoft.CognitiveServicesFormRecognizer

Click on your OCR resource, if one does not exist Create a new Document Intelligence Resource
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Click on Copy to clipboard the value for Endpoint for this demo, ours is https://rdcentralocr.cognitiveservices.azure.com/

Click on Copy to clipboard the value for Endpoint for this demo, ours is https://rdcentralocr.cognitiveservices.azure.com/

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Salesforce

8 Steps
3

Click on Quick Find

Click on Quick Find
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Click on Trusted URLs

Click on Trusted URLs
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Click on New Trusted URL

Click on New Trusted URL
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Type "renderdrawocr"

Type "renderdrawocr"
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Type your OCR endpoint, ours is "https://rdcentralocr.cognitiveservices.azure.com"

Type your OCR endpoint, ours is "https://rdcentralocr.cognitiveservices.azure.com"
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Check connect-src (scripts)

Check connect-src (scripts)
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Check frame-src (iframe content)

Check frame-src (iframe content)
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Click on Save

Click on Save
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Go back to your Microsoft Azure portal

9 Steps
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Click on Click here to manage keys

Click on Click here to manage keys
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Click on These keys are used to access your Azure AI services API. Do not share your keys. Store them securely– for example, using Azure Key Vault. We also recommend regenerating these keys regularly. Only one key is necessary to make an API call. When regenerating the first key,…

Click on These keys are used to access your Azure AI services API. Do not share your keys. Store them securely– for example, using Azure Key Vault. We also recommend regenerating these keys regularly. Only one key is necessary to make an API call. When regenerating the first key,…
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Go back to your Salesforce Instance. We need to add an OCR Metadata entry for RenderDraw

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Type "custom metadata"

Type "custom metadata"
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Click on Custom Metadata Types

Click on Custom Metadata Types
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Click on Del | Manage Records

Click on Del | Manage Records
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Click on Manage Records

Click on Manage Records
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Click on New

Click on New
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Paste your key into the API Key text area

Paste your key into the API Key text area
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Microsoft Azure portal (PWA)

1 Step
20

Click on These keys are used to access your Azure AI services API. Do not share your keys. Store them securely– for example, using Azure Key Vault. We also recommend regenerating these keys regularly. Only one key is necessary to make an API call. When regenerating the first key,…

Click on These keys are used to access your Azure AI services API. Do not share your keys. Store them securely– for example, using Azure Key Vault. We also recommend regenerating these keys regularly. Only one key is necessary to make an API call. When regenerating the first key,…

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Salesforce

10 Steps
21

Paste "https://rdcentralocr.cognitiveservices.azure.com/" into input

Paste "https://rdcentralocr.cognitiveservices.azure.com/" into input
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Type "AzureOCR"

Type "AzureOCR"
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Click on Save

Click on Save
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Type "remote"

Type "remote"
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Click on Remote Site Settings

Click on Remote Site Settings
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Click on New Remote Site

Click on New Remote Site
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Type "Azure_OCR"

Type "Azure_OCR"
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Paste "https://rdcentralocr.cognitiveservices.azure.com/" into input

Paste "https://rdcentralocr.cognitiveservices.azure.com/" into input
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Click on Save

Click on Save
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Now your Salesforce instance is setup for OCR with Azure + RenderDraw

Well done!
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