Providers

These are the Administration Policies for the AI providers/models that Encompassing Visions currently uses for the WYSIWYG editor to generate the Accountability Statements and the Technical Requirements of the Job Description.

•Click on the Configure button to open the providers screen to add, edit, delete, manage models, import/export AI configuration window or Uplink Sync

Add Provider

•Click the Add icon to add a new provider.

•Hover over each tooltip to help you with the content needed for each field.

•Provide a Provider Name

•Provide the Provider Type

•Provide an Endpoint - this will be a specific web address where the software application will send requests and receive responses from the API (Application Programming Interface). It acts as a digital "doorway" or "meeting spot" for different systems to communicate and share data or functionality.

•Provide the API key - this will be based on which service is being used by the organization (Microsoft/Google).

•Provide the timeout session is defaulted to 20 sec. May be changed if required.

•Check the Enabled box to have the provider available.

•Click the Managed by Uplink box if the provider/modules should be managed by the Uplink Server.

•Click Save to save the Provider or Cancel to close the window and not save the Provider.

Edit Provider

Select the desired Provider in the list and click or double-click the Provider to make changes.

•Make required changes.

•Click Save to save the changes to the Provider or Cancel to close the window and not save changes to the Provider.

Delete Provider

•Select the Provider to Delete.

•Click the icon to delete the provider.

•A Confirmation Message Window will be displayed asking for confirmation of the delete:

•Click the icon to move forward with the deletion or,

•Click the icon to cancel the process.

•You will receive a green confirmation window if the provider was deleted successfully.

Note:  the image below provides an example of providers. It may not be what you currently have in place.

Manage Models

•Click the manage models icon to open up the models screen of the selected provider.

•In this scenario, these two models are managed by the Uplink Server

•Providers Page (/administration/model-providers)

•A "Managed" column shows a checkmark for any provider where "Managed by Uplink" is enabled.

•When editing a managed provider, a blue info banner appears at the top of the dialog: "This item is managed by the Uplink server. Changes you make may be overwritten during the next sync."

•The "Managed by Uplink" checkbox can be toggled in the Edit Provider dialog.

•When the Uplink API key is configured, a cloud sync button appears in the toolbar to manually poll the uplink server.

Import/Export AI Configurations

•Click the Import/ Export icon.

•It will open up the Import/Export AI Configuration.

Verify the Import Options

Allow Overwrite - When enabled, existing providers with matching keys will be updated with imported values.

Allow Delete - When enabled, providers not present in the import data will be deleted from the database.

Show API Keys - When checked, API keys will be included in the export for easier import to other systems.

•Click Save to Apply Import or to cancel.

For more information on Models..

How sync works

•When the uplink is polled (manually via the button or automatically via the background service), providers and models are synced from the uplink server.

•The "AI Settings Uplink Mode" admin setting controls cleanup behavior:

oUpdate and remove (Recommended): Syncs all providers/models from uplink. Removes any managed models that are no longer in the uplink data.

oUpdate and disable only: Syncs providers/models but only disables (rather than deleting) items no longer in the uplink data.

oDisabled: Skips AI configuration sync entirely (the API key can still be used for other uplink features).

Auto-Configure Modes (AI Settings Uplink Mode)

•Disabled: Hides the download button entirely on Models and Model Providers pages; background service skips polling

•Update and disable only: Orphaned managed providers/models are now disabled (not deleted) when no longer in uplink data

•Update and remove: Unchanged (deletes orphaned managed items)

•Local (non-uplink) providers are never affected by any mode

New Setting: "Auto-update AI Settings" (boolean toggle, default: true)

•Separated from the mode dropdown — controls whether scheduled background polling occurs

•When disabled, the download button remains visible for manual downloads

•Background service skips scheduled polls but respects manual button clicks

Smart System Default Model

•Uplink JSON now supports "isSystemDefault": true on a model

•On download: if the current system default was uplink-managed, it updates to the new uplink-designated default

•If the admin manually set a non-uplink model as default, the uplink will not override it

•Export JSON also includes isSystemDefault for the current default

Polling Resilience

•Last successful poll UTC timestamp stored in tblValues (UplinkLastPollUtc)

•On app startup, if a poll is overdue (elapsed > frequency), polls immediately to catch up after IIS AppPool recycles

•Both manual and background downloads update the timestamp

•Download button tooltip shows "Last sync: <datetime>" or "Last sync: never"

Any questions reach out to techsupprt@encv.com