Set up and manage taxonomy tagging in Microsoft Syntex

The taxonomy tagging service for Microsoft Syntex is set up in the Microsoft 365 admin center.

Prerequisites

Licensing

Before you can use taxonomy tagging in Syntex, you must first link an Azure subscription in Syntex pay-as-you-go. Taxonomy tagging 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 taxonomy tagging.

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 taxonomy tagging

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

Manage sites

By default, taxonomy tagging is available for libraries on all SharePoint sites. Follow these steps to limit which sites users can apply taxonomy tagging.

  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, in the Document & image services section, select Taxonomy tagging.

  5. On the Taxonomy tagging panel:

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

    Note

    You can enable taxonomy tagging only at the site level, and it will work for any subsites under the site. Enabling only for a particular subsite is not supported.

    b. To restrict user access to this service, select Edit, and then select No sites or Selected sites (up to 100). Follow the instructions to either select the sites or upload a CSV listing a maximum of 100 sites. Be sure to add your content center site if you want it to be included. You can then manage site access permissions for the sites you selected.

    c. Select Save.