Set up and manage unstructured document processing in Microsoft Syntex

The unstructured document processing service for Microsoft Syntex is set up in the Microsoft 365 admin center.

Prerequisites

Licensing

Before you can use unstructured document processing in Syntex, you must first link an Azure subscription in Syntex pay-as-you-go. Unstructured document processing in Syntex is billed based on the type and number of transactions.

Permissions

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

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.

Set up unstructured document processing

After an Azure subscription is linked to Microsoft Syntex, unstructured document processing will be automatically set up and enabled for all SharePoint sites.

Manage sites

By default, unstructured document processing is turned on for libraries in all SharePoint sites. Follow these steps to manage which SharePoint sites users can use to create custom models to process files.

1. In the Microsoft 365 admin center, select Setup.

2. Under Files and content, select Automate content processes with Syntex.

3. On the Automate content processes with Syntex page, select Go to Syntex settings.

4. On the Syntex page, under Document & image services, select *Unstructured document processing.

5. On the Unstructured document processing panel:

   a. Choose which site or sites this service should be enabled for.

   Note

   Disabling a site after a model is made available to process files on that site will not disable the model. Models can still be used to process files and incur charges. A model can be made available to process files by being created either on that site or in a content center.

   b. To restrict user access to this service, under Sites where models can be created, select Edit. On the Where can prebuilt models be used? panel, select No sites or Selected sites (up to 100) and follow the instructions to either select the sites or upload a CSV file listing a maximum of 100 sites. You can then manage site access permissions for the sites you selected.

   Note

   You must be a member of any site that you want to include in the CSV file.

   Note

   For multi-geo environments, the No sites and Selected sites settings apply only to the primary geo of multi-geo tenants. If you want to restrict or add sites in non-primary geos, contact Microsoft support.

   c. Select Save.

Turn off unstructured document processing

When the unstructured document processing service is turned off, unstructured models will not run, and users will not be able to create or apply unstructured models.

Follow these steps to turn off unstructured document processing.

1. On the Manage Microsoft Syntex page, select Unstructured document processing.

2. On the Unstructured document processing page, under Status, turn the toggle to Off.

   

   Note

   For multi-geo environments, when the service is turned off, the service is off for all geos.