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InterSystems Data Studio
AI Assistant

InterSystems Data Studio

Version 2.13

Introduction
Release Notes
Administrators

Welcome, System Administrators
Data Source Credentials
Data Sources
Data Source Details
SSO Configuration
Users
User Roles
SSO Rules
Adaptive Analytics Connection
Customizing the Menu
System Configuration Options
Email Distribution Lists
Email Templates
Admin Tools
Auditing

Data Engineers

Welcome, Data Engineers
Importing Schemas
Schema Evolution
Editing & Managing Schemas
Streaming Data
Defining & Managing Categories
Recipes & Staging Tables
Defining Recipes
Activity Type Reference
Using the Data Model Library
Editing & Managing Recipes
Managing Recipe Groups
Defining Snapshots
Editing & Managing Snapshots
Managing Snapshot Groups
Managing Table Indices
Defining Entities & Calendars
Scheduling Tasks
Managing Task Groups
Handling Task Errors (Workflow Inbox)
Viewing Run History
Filtering & Customizing the Business Scheduler
Using the File Manager
Exporting & Importing Configurations

Data Analysts

Welcome, Data Analysts
Using the SQL Explorer
Defining Cubes
Cube Build Information
JDBC
ODBC
REST
Organizing Queries

About Your Solution

Version 2.12

Introduction
Release Notes
Administrators

Welcome, System Administrators
Data Source Credentials
Data Sources
Data Source Details
SSO Configuration
Users
User Roles
SSO Rules
Adaptive Analytics Connection
Customizing the Menu
System Configuration Options
Email Distribution Lists
Email Templates
Admin Tools

Data Engineers

Welcome, Data Engineers
Importing Schemas
Schema Evolution
Editing & Managing Schemas
Streaming Data
Defining & Managing Categories
Recipes & Staging Tables
Defining Recipes
Activity Type Reference
Using the Data Model Library
Editing & Managing Recipes
Managing Recipe Groups
Defining Snapshots
Editing & Managing Snapshots
Managing Snapshot Groups
Managing Table Indices
Defining Entities & Calendars
Scheduling Tasks
Managing Task Groups
Handling Task Errors (Workflow Inbox)
Viewing Run History
Filtering & Customizing the Business Scheduler
Using the File Manager
Exporting & Importing Configurations

Data Analysts

Welcome, Data Analysts
Using the SQL Explorer
Defining Cubes
Cube Build Information
JDBC
ODBC
REST
Organizing Queries

About Your Solution

Version 2.11

Introduction
Release Notes
Administrators

Welcome, System Administrators
Data Source Credentials
Data Sources
Data Source Details
SSO Configuration
Users
User Roles
SSO Rules
Adaptive Analytics Connection
Customizing the Menu
System Configuration Options
Email Distribution Lists
Email Templates
Admin Tools

Data Engineers

Welcome, Data Engineers
Importing Schemas
Schema Evolution
Editing & Managing Schemas
Streaming Data
Defining & Managing Categories
Recipes & Staging Tables
Defining Recipes
Activity Type Reference
Using the Data Model Library
Editing & Managing Recipes
Managing Recipe Groups
Defining Snapshots
Editing & Managing Snapshots
Managing Snapshot Groups
Managing Table Indices
Defining Entities & Calendars
Scheduling Tasks
Managing Task Groups
Handling Task Errors (Workflow Inbox)
Viewing Run History
Filtering & Customizing the Business Scheduler
Using the File Manager
Exporting & Importing Configurations

Data Analysts

Welcome, Data Analysts
Defining Cubes
Cube Build Information
JDBC
ODBC
REST
Managing Managed Queries

About Your Solution

Version 2.10

Introduction
Release Notes
Administrators

Welcome, System Administrators
Data Source Credentials
Data Sources
Data Source Details
SSO Configuration
Users
User Roles
SSO Rules
Adaptive Analytics Connection
Customizing the Menu
System Configuration Options
Email Distribution Lists
Email Templates
Admin Tools

Data Engineers

Welcome, Data Engineers
Importing Schemas
Schema Evolution
Editing & Managing Schemas
Streaming Data
Defining & Managing Categories
Recipes & Staging Tables
Defining Recipes
Activity Type Reference
Editing & Managing Recipes
Managing Recipe Groups
Defining Snapshots
Editing & Managing Snapshots
Managing Table Indices
Defining Entities & Calendars
Scheduling Tasks
Managing Task Groups
Handling Task Errors (Workflow Inbox)
Viewing Run History
Filtering & Customizing the Business Scheduler
Using the File Manager
Exporting & Importing Configurations

Data Analysts

Welcome, Data Analysts
Defining Cubes
Cube Build Information
JDBC
ODBC

About Your Solution

Version 2.9

Introduction
Release Notes
Administrators

Welcome, System Administrators
Data Source Credentials
Data Sources
Data Source Details
SSO Configuration
Users
User Roles
SSO Rules
Adaptive Analytics Connection
Customizing the Menu
System Configuration Options
Email Distribution Lists
Email Templates

Data Engineers

Welcome, Data Engineers
Importing Schemas
Schema Evolution
Editing & Managing Schemas
Streaming Data
Defining & Managing Categories
Recipes & Staging Tables
Defining Recipes
Activity Type Reference
Editing & Managing Recipes
Managing Recipe Groups
Defining Snapshots
Editing & Managing Snapshots
Managing Table Indices
Defining Entities & Calendars
Scheduling Tasks
Managing Task Groups
Handling Task Errors (Workflow Inbox)
Viewing Run History
Filtering & Customizing the Business Scheduler
Using the File Manager
Exporting & Importing Configurations

Data Analysts

Welcome, Data Analysts
Using the SQL Explorer
Defining Cubes
Cube Build Information
JDBC
ODBC

About Your Solution

Version 2.8

Introduction
Release Notes
Administrators

Welcome, System Administrators
Data Source Credentials
Data Sources
Data Source Details
SSO Configuration
Users
User Roles
SSO Rules
Adaptive Analytics Connection
Customizing the Menu
System Configuration Options
Email Distribution Lists
Email Templates

Data Engineers

Welcome, Data Engineers
Importing Schemas
Schema Evolution
Editing & Managing Schemas
Defining & Managing Categories
Recipes & Staging Tables
Defining Recipes
Activity Type Reference
Editing & Managing Recipes
Managing Recipe Groups
Defining Snapshots
Editing & Managing Snapshots
Managing Table Indices
Defining Entities & Calendars
Scheduling Tasks
Managing Task Groups
Handling Task Errors (Workflow Inbox)
Viewing Run History
Filtering & Customizing the Business Scheduler
Using the File Manager
Exporting & Importing Configurations

Data Analysts

Welcome, Data Analysts
Using the SQL Explorer
Defining Cubes
Cube Build Information
JDBC
ODBC

About Your Solution

Version 2.7

Introduction
Administrators

Welcome, System Administrators
Data Source Credentials
Data Sources
Data Source Details
SSO Configuration
Users
User Roles
SSO Rules
Adaptive Analytics Connection
Customizing the Application Menu
System Configuration Options
Email Distribution Lists
Email Templates

Data Engineers

Welcome, Data Engineers
Importing Schemas
Schema Evolution
Editing & Managing Schemas
Defining & Managing Categories
Recipes & Staging Tables
Defining Recipes
Editing & Managing Recipes
Managing Recipe Groups
Defining Snapshots
Editing & Managing Snapshots
Managing Table Indices
Defining Entities & Calendars
Scheduling Tasks
Handling Task Errors
Viewing Run History
Filtering & Customizing the Business Scheduler
Using the File Manager
Exporting & Importing Configurations

Data Analysts

Welcome, Data Analysts
Using the SQL Explorer
Defining Cubes
Cube Build Information
JDBC
ODBC

About Your Solution

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InterSystems Data Studio

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AI Assistant

Introducing the InterSystems Data Studio AI Assistant

Introduction
Workflow
See Also

Configuring Your Vendor

Providing Your Model Key
Deleting a Model Key

Creating and Managing Knowledge Stores

Understanding the Knowledge Store Interface
Creating a Knowledge Store
Editing a Knowledge Store
Delete a Knowledge Store
Disable or Enable a Knowledge Store

Uploading Unstructured Documents via the Document Store

Creating a New Document Store
Editing an Existing Document Store
Deleting a Document Store

Adding Data to Your Knowledge Store

Narrative

Configuring Your Assistants

Understanding the Assistants Interface
Creating a New Assistant
Editing an Existing Assistant

Using Your Assistants

Custom Assistants
SQL Assistant

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Content date/time: 2026-04-17 02:54:25

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