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Set up Microsoft Syntex per-user licensing

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Note

As of July 1, 2023, per-user licenses are no longer available for purchase. You will need to set up pay-as-you-go billing.

Per-user licenses purchased before July 1, 2023, can still be assigned to new users. After existing per-user licenses expire, you will need to opt-in to Syntex pay-as-you-go billing.

For an overview of licensing options for Microsoft Syntex, see Licensing for Microsoft Syntex.

Plan for per-user licenses

To use Microsoft Syntex per-user licensing, your organization must have a subscription to Microsoft Syntex, and each user must have a license assigned. Licenses include the following apps, which must all be assigned:

  • Microsoft Syntex
  • Microsoft Syntex - SPO type
  • Common Data Service for Microsoft Syntex

To use structured document processing or freeform document processing models, you also need AI Builder credits. For each licensed user of Microsoft Syntex, an allocation of AI Builder credits is provided each month.

Consider the following before you start:

  • In which SharePoint sites will you enable structured document processing? All of them, some, or select sites?
  • What will you name your default content center?

You can change your settings after initial setup in the Microsoft 365 admin center.

Prior to setup, make sure to plan for the best way to set up and configure content understanding in your environment. For example, you need to make the following decisions:

  • The SharePoint sites in which you want to enable document processing - all of them, some, or selected sites
  • The name and admins for your content center

Requirements

Note

You must be a SharePoint Administrator or Global Administrator to be able to access the Microsoft 365 admin center and set up Syntex.

Important

Microsoft recommends that you use roles with the fewest permissions. This helps improve security for your organization. Global Administrator is a highly privileged role that should be limited to emergency scenarios when you can't use an existing role.

As an admin, you can also make changes to your selected settings anytime after setup, and throughout the content understanding management settings in the Microsoft 365 admin center.

Assign licenses

You must assign licenses for the users who will be using per-user Microsoft Syntex features.

To assign licenses:

  1. In the Microsoft 365 admin center, under Users, select Active users.

  2. Select the users that you want to license, and choose Manage product licenses.

  3. Choose Apps from the drop-down menu.

  4. Select Show apps for Syntex. Under Apps, make sure Common Data Service for Syntex, Syntex, and Syntex - SPO type are all selected.

  5. Select Save changes.