Set up Microsoft Syntex

Admins can use the Microsoft 365 admin center to set up Microsoft Syntex.

Consider the following before you start:

  • In which SharePoint sites will you enable 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 have Global admin or SharePoint admin permissions to be able to access the Microsoft 365 admin center and set up Syntex.

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.

Custom Power Platform environments

If you plan to use a custom Power Platform environment, you must install the AI Builder for Project Cortex app in this environment. See Manage Dynamics 365 apps for details and look for the AI Builder for Project Cortex app in the list of Dynamics 365 apps.

You also need to allocate AI Builder credits to the custom environment before you can create document processing models.

When using a custom environment, model creators must be assigned the Environment Maker security role and model users must be assigned the Basic User security role. See Assign a security role to a user for more information.

Users creating models in a content center site must be site members. Users creating models locally outside the content center must be site owners of those sites.

Licensing

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

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

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

For details about Syntex licensing, see Microsoft Syntex licensing

Pay-as-you-go preview

Microsoft Syntex is offering a limited-time free preview for pay-as-you-go document processing charged through an Azure subscription. The preview allows you to track Microsoft Syntex processing events at no cost to assess usage and estimate costs for a future pay-as-you-go license. For details about the preview, see Microsoft Syntex pay-as-you-go preview. To set up the preview, see Configure Microsoft Syntex for Azure pay-as-you-go billing.

To set up Syntex

  1. In the Microsoft 365 admin center, select Setup, and then view the Files and content section.

  2. In the Files and content section, select Use content AI with Microsoft Syntex.

  3. On the Use content AI with Microsoft Syntex page, select Set up Microsoft Syntex to walk through the setup process.

  4. On the Configure AI Builder model creation page, you can choose if you want to let end users create and train models that use AI Builder and apply them to document libraries. A menu option will be available in the document library ribbon in SharePoint document libraries in which it is enabled.

    For Which SharePoint sites should show the option to create structured and freeform document processing models, you can select:

    • All SharePoint sites to make it available to all SharePoint libraries in your organization.
    • Libraries in selected SharePoint sites, and then select the sites in which you want to make it available or upload a list of up to 50 sites.
    • No SharePoint libraries if you don't want to make it available to any sites (you can change this after setup).

    Note

    Removing a site after it has been included does not affect existing models applied to the libraries in that site or the ability to apply unstructured document processing models to a library.

    If you want to enable model creation in all content center sites, select the Enable AI Builder model creation in all content center sites check box under Libraries in selected SharePoint sites.

    If you have multiple Power Platform environments configured, you can choose which one you want to use with for document processing. (This option will not appear if you only have one environment.)

    For Power Platform environment, you can select:

    • Use the default environment to use your default Power Platform environment.
    • Use a custom environment to use a custom environment. Choose the environment that you want to use from the list. (See the requirements for a custom environment.)

    Select Next.

  5. On the Create a content center page, you can create a SharePoint content center site where your users can create and manage unstructured document processing models. If you previously created a content center from the SharePoint admin center, that information will display here and you can just select Next.

    1. For Content center name, type the name you want to give your content center site.

    2. The Site address will show the URL for your site, based on what you selected for the site name. If you want to change it, select Edit.

      Select Next.

  6. On the Review and finish page, you can look at your selected setting and choose to make changes. If you are satisfied with your selections, select Activate.

  7. On the confirmation page, select Done.

  8. You'll be returned to your Use content AI with Microsoft Syntex page. From this page, you can select Manage Microsoft Syntex to make any changes to your configuration settings.

If you plan to use the pay-as-you-go preview, see Configure Microsoft Syntex for Azure pay-as-you-go billing.

Assign licenses

Once you have configured Syntex, you must assign licenses for the users who will be using any 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.

See also

Overview of the document processing model in AI Builder

Create and manage environments in the Power Platform admin center