docs: reflect new configuration setup

Signed-off-by: Panos Vagenas <[email protected]>

README.md

@@ -11,7 +11,8 @@
 *Interact with the Deep Search platform for new knowledge explorations and discoveries*
 
 
-The Deep Search Toolkit is a Python SDK allowing a user to interact with the Deep Search platform. The toolkit provides easy-to-use functionalities for several common processes such as document conversion, graph creation and querying.
+The Deep Search Toolkit is a Python SDK and CLI allowing users to interact with the Deep Search platform.
+The Toolkit provides easy-to-use functionalities for several common processes such as document conversion, graph creation and querying.
 
 
 [Learn about IBM Deep Search](https://ds4sd.github.io/)
@@ -53,14 +54,14 @@ Python 3.8+
 
 ## Start using the toolkit
 
-### Login to Deep Search
-For details, check the [authentication docs](https://ds4sd.github.io/deepsearch-toolkit/getting_started/#authentication).
+### Set up a profile
+For details, check [Profiles](https://ds4sd.github.io/deepsearch-toolkit/guide/configuration#profiles).
 ```console
-deepsearch login
+deepsearch profile config
 ```
 
 ### Convert a document
-For details, check the [document conversion docs](https://ds4sd.github.io/deepsearch-toolkit/guide/convert_doc).
+For details, check [Document conversion](https://ds4sd.github.io/deepsearch-toolkit/guide/convert_doc).
 ```console
 deepsearch documents convert -p 1234567890abcdefghijklmnopqrstvwyz123456 -u https://arxiv.org/pdf/2206.00785.pdf
 ```

deepsearch/model/README.md

@@ -29,14 +29,12 @@ app.run(host="127.0.0.1", port=8000)
 
 ### Settings
 App configuration is done in [`Settings`](server/config.py) based on
-[Pydantic settings management](https://docs.pydantic.dev/latest/usage/settings/).
+[Pydantic Settings with dotenv support](https://docs.pydantic.dev/dev-v1/usage/settings/).
 
-E.g. the required API key can be set via env var `DS_MODEL_API_KEY` (for precedence rules,
-check the
-[Pydantic docs](https://docs.pydantic.dev/latest/usage/settings/#field-value-priority)).
+E.g. the required API key can be injected via env var `DS_MODEL_API_KEY`.
 
 ### OpenAPI
-The OpenAPI UI is served under `/docs`, e.g. http://127.0.0.1:8000/docs.
+The OpenAPI UI is served under `/docs`, i.e. by default at http://127.0.0.1:8000/docs.
 
 ## Developing a new model
 To develop a new model class for an existing [kind](kinds/), inherit from the base model

docs/getting_started/index.md

@@ -6,31 +6,26 @@ After registering with [Deep Search](https://ds4sd.github.io/), you can obtain y
 
 
 ---
-### Configure a profile
+### Set up a profile
 
 === "CLI"
-    Configure a profile using [`deepsearch profile config`](../cli-reference.md#profile).
+    Set up a [profile][profiles] using `deepsearch profile config`.
     In its basic form it looks like this:
     <div class="termy">
 
     ```console
     $ deepsearch profile config
-
-    Host:                 # (1)
-    Username:             # (2)
-    Api key:              # (3)
+    Host: https://ds.example.com  # the Deep Search instance you are using
+    Username: [email protected]    # your username
+    Api key: (hidden)             # your API key
     ```
 
     </div>
 
-    1.  Input the Deep Search deployment host to use.
-    2.  Enter your `User name`.
-    3.  Enter your `API key`.
-
     By providing a profile name (via option `--profile-name`) you can configure multiple
     different profiles, which you can then easily switch between and manage.
 
-    For details, check [Profiles](../guide/configuration.md#profiles).
+    For details, check [Profiles][profiles].
 
 ### Validate the setup
 
@@ -89,3 +84,6 @@ Here, we show a simple way to convert documents using [Deep Search](https://ds4s
     ```
 
 ---
+
+
+[profiles]: ../guide/configuration.md#profiles

docs/guide/cli_plugins.md

@@ -83,12 +83,9 @@ Options:
   --help                          Show this message and exit.
 
 Commands:
-  config   Manage CLI config files
-  cps      Interact with DeepSearch CPS component
+  [ ... ]  [ ... ]
   example
-  login    Login to DeepSearch platform
-  query    Interact with DeepSearch Query component
-  version  Print the client and server version information
+  [ ... ]  [ ... ]
 ```
 
 And running our newly added command gives us...

docs/guide/configuration.md

@@ -1,13 +1,16 @@
 # Configuration
 
-The Toolkit can be configured both via the CLI and via
-environment variables.
+The Toolkit can be configured via the CLI and via environment variables.
 
 Besides *global* settings, the Toolkit also allows the configuration of multiple
 *profiles* for enabling users to easily work with different Deep Search deployments.
 
 ## Profiles
 
+The Toolkit provides the capability of easily interacting with different Deep Search
+instances through the use of *profiles*. A user may define multiple profiles, identified
+by profile name, and can easily switch between them.
+
 ### Overview
 
 For an overview of the profile management commands check `deepsearch profile --help`:
@@ -32,8 +35,8 @@ $ deepsearch profile --help
 
 ### Profile setup
 
-To setup a profile use [`deepsearch profile config`](../cli-reference.md#profile),
-providing options as needed (for a full reference run with `--help`).
+To set up a profile use `deepsearch profile config`, providing options as needed (for a
+full reference check `deepsearch profile config --help`).
 
 Here is a basic invocation example:
 
@@ -44,76 +47,70 @@ Username: [email protected]
 Api key:
 ```
 
-> NOTE: If you had used the meanwhile deprecated `deepsearch login` command to set up a
-config file in the default location, that will automatically be migrated to a profile.
+!!! note
+    If you had used the meanwhile deprecated `deepsearch login` command to set up a
+    config file in the default location, that will automatically be migrated to a profile.
 
 ### Usage
 
-Here some usage examples:
-
-=== "CLI"
-
-    ```console
-    $ # configure a profile
-    $ deepsearch profile config --profile-name foo --host ds-1.example.com ...
-    $ # -> "foo" now available and selected as the active profile
-    $
-    $ deepsearch cps projects list
-    $ # -> outputs projects corresponding to "foo"
-    $
-    $ # configure another profile
-    $ deepsearch profile config --profile-name bar --host ds-2.example.com ...
-    $ # -> "bar" now available and selected as the active profile
-    $
-    $ deepsearch profile list
-    $ # -> displays all profiles, with "bar" marked as the active one
-    $
-    $ deepsearch cps projects list
-    $ # -> outputs projects corresponding to "bar"
-    $
-    $ # switch to previous profile
-    $ deepsearch profile use foo
-    $ # -> "foo" now selected as the active profile
-    $
-    $ deepsearch cps projects list
-    $ # -> outputs projects corresponding to "foo"
-    ```
-
-=== "Python"
-
-    ```python
-    from deepsearch.cps.client.api import CpsApi
-
-    # using the active profile; let's assume that is "foo"
-    api = CpsApi.from_env()
-    print([p.name for p in api.projects.list()])
-    # -> outputs projects corresponding to "foo"
-
-    # using a profile by name
-    api = CpsApi.from_env(profile_name="bar")
-    print([p.name for p in api.projects.list()])
-    # -> outputs projects corresponding to "bar"
-    ```
-
----
+#### Usage in CLI
 
+```console
+$ # configure a profile
+$ deepsearch profile config --profile-name foo --host ds-1.example.com ...
+$ # -> "foo" now available and selected as the active profile
+$
+$ deepsearch cps projects list
+$ # -> outputs projects corresponding to "foo"
+$
+$ # configure another profile
+$ deepsearch profile config --profile-name bar --host ds-2.example.com ...
+$ # -> "bar" now available and selected as the active profile
+$
+$ deepsearch profile list
+$ # -> displays all profiles, with "bar" marked as the active one
+$
+$ deepsearch cps projects list
+$ # -> outputs projects corresponding to "bar"
+$
+$ # switch to previous profile
+$ deepsearch profile use foo
+$ # -> "foo" now selected as the active profile
+$
+$ deepsearch cps projects list
+$ # -> outputs projects corresponding to "foo"
+```
 
-## Environment variables
+#### Usage in Python
 
-Under the hood, configuration management in the Toolkit is implemented based on [Pydantic
-Settings with dotenv support](https://docs.pydantic.dev/1.10/usage/settings).
+To use the active profile (recommended usage pattern):
+```python
+from deepsearch.cps.client.api import CpsApi
 
-Configuration is persisted in Toolkit-managed dotenv files, but can be overriden via
-environment variables.
+api = CpsApi.from_env()
 
-To see which environment variables are supported, check the relevant [Pydantic Settings
-classes][settings_file], also taking into account any defined prefixes.
+print([p.name for p in api.projects.list()])
+# -> outputs projects corresponding to active profile
+```
 
-For example you can set the profile for the scope of a single operation (e.g. a project
-listing) as follows:
+To use a specific profile:
+```python
+from deepsearch.cps.client.api import CpsApi
 
-```console
-DEEPSEARCH_PROFILE=bar deepsearch cps projects list
+api = CpsApi.from_env(profile_name="foo")
+
+print([p.name for p in api.projects.list()])
+# -> outputs projects corresponding to "foo"
 ```
 
+## Environment variables
+
+Under the hood, the Toolkit leverages [Pydantic Settings with dotenv
+support][pydantic_settings], so configuration settings can be easily overriden via
+environment variables. This can be useful e.g. in a containerization scenario.
+
+To see which environment variables are supported, check the relevant [Pydantic Settings
+classes][settings_file], also taking into account any defined prefixes.
+
+[pydantic_settings]: https://docs.pydantic.dev/dev-v1/usage/settings
 [settings_file]: https://github.com/DS4SD/deepsearch-toolkit/blob/main/deepsearch/core/client/settings.py

docs/guide/data_indices.md

@@ -22,7 +22,7 @@ Suppose you want to create an index called `NAME`. Optionally, a description,`DE
     </div>
 === "Python"
 
-    After you have generated the api object (from [login configuration](../installation/login.md)),
+    After you have generated the api object (from a [profile](../configuration#usage-in-python)):
 
     ```python
     api.data_indices.create(proj_key=PROJ_KEY, name=NAME, desc=DESC)
@@ -159,9 +159,9 @@ Attachments can be added to an index item in a project. Briefly, attachments hav
         attachment_key = "usr_my_attachment"  # optional. if set need start with 'usr_' and be snake_case
 
         index.add_item_attachment(
-            api=api, 
-            index_item_id=index_item_id, 
-            attachment_path=attachment_path, 
+            api=api,
+            index_item_id=index_item_id,
+            attachment_path=attachment_path,
             attachment_key=attachment_key,  # optional
         )
     ```

docs/guide/kgs.md

@@ -64,20 +64,20 @@ More example queries are available in the [examples gallery](../gallery/index.md
     $ deepsearch cps kgs download -p 'abc123' -k 'zxc987'
 
     url
-    -------------------------------- 
+    --------------------------------
     https://host.domain/download-url
     ```
 
     </div>
 
 === "Python"
 
-    After you have generated the `api` object (from [login configuration](../getting_started/#authentication))
+    After you have generated the `api` object (from a [profile](../configuration#usage-in-python)):
 
     ```python
     proj_key = "abc123" # get your proj_key from the UI details
     kg_key = "xyz987" # get kg_key (also called bag_key) from the UI details
     kg = api.knowledge_graphs.get(proj_key, kg_key)
 
     download_url = kg.download()
-    ```
+    ```

docs/guide/projects.md

@@ -17,8 +17,7 @@ A collaborator may be added to a project as `owner`, `editor`, or `viewer`. Belo
 ## Project management
 
 !!! info
-    Make sure to [configure your login](../getting_started/index.md#authentication) before
-    using the project management features listed below.
+    Make sure to [complete your profile setup](../getting_started/index.md#set-up-a-profile) before using the project management features listed below.
 
 ### Creating a project
 
@@ -39,7 +38,7 @@ A collaborator may be added to a project as `owner`, `editor`, or `viewer`. Belo
 
 === "Python"
 
-    After you have generated the `api` object (from [login configuration](../getting_started/#authentication)), creating a project is very easy.
+    After you have generated the `api` object (from a [profile](../configuration#usage-in-python)), creating a project is very easy.
 
     ```python
     proj = api.projects.create(name="my-project")
@@ -70,7 +69,7 @@ A collaborator may be added to a project as `owner`, `editor`, or `viewer`. Belo
 
 === "Python"
 
-    After you have generated the `api` object (from [login configuration](../getting_started/#authentication)), listing projects is very easy.
+    After you have generated the `api` object (from a [profile](../configuration#usage-in-python)), listing projects is very easy.
 
     ```python
     projects = api.projects.list()     # returns list of projects

docs/index.md

@@ -8,7 +8,9 @@
 
 *Interact with the Deep Search platform for new knowledge explorations and discoveries*
 
-The Deep Search Toolkit provides a Python SDK and a CLI allowing a user to interact with the Deep Search platform. The Toolkit provides easy-to-use functionalities for several common processes such as document conversion, graph creation and querying.
+The Deep Search Toolkit is a Python SDK and CLI allowing users to interact with the Deep Search platform.
+The Toolkit provides easy-to-use functionalities for several common processes such as document conversion, graph creation and querying.
+
 
 [Learn about IBM Deep Search :octicons-link-external-16:](https://ds4sd.github.io/){ .md-button }