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Set up Microsoft Syntex per-user licensing

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If you plan to use Microsoft Syntex with per-user licensing, follow the steps in this article to set up your licenses, and then read Set up Microsoft Syntex to set up Microsoft Syntex features.

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 Syntex, and each user must have a license assigned. 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.

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.

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.

See also

Overview of the document processing model in AI Builder

Create and manage environments in the Power Platform admin center