How to setup sharepoint syntex in office 365 tenant?

How to enable SharePoint Syntex in Microsoft 365 tenant?

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In this article, we will learn about how to enable SharePoint Syntex in the Microsoft 365 tenant. Before getting into this, we should know what is SharePoint Syntex. The SharePoint Syntex is the first product from Microsoft Project cortex that uses advanced AI and machine teaching to amplify human expertise, automate content processing, and transform content into knowledge. It delivers intelligent content services that work the way you do.

Key-Highlights:

  • How to verify your office 365 tenant supports SharePoint Syntex?
  • How to buy a SharePoint Syntex trial subscription (or start a 30-day trial)?
  • How to activate SharePoint Syntex in Office 365 tenant?
  • What is automate content understanding in SharePoint Syntex?
  • How to configure automate content understanding in SharePoint Syntex?
  • What is Form Processing in SharePoint Syntex?
  • How to configure Form Processing in SharePoint Syntex?
  • What is the Content Center in SharePoint Syntex?
  • How to create a Content Center site in SharePoint Syntex?

How to verify your office 365 tenant supports SharePoint Syntex?

In order to enable and configure SharePoint Syntex in your tenant, you must ensure your tenant supports the SharePoint Syntex add-on. In order to verify that let’s follow the below steps:

Go to the purchase service from the Microsoft 365 Tenant (https://admin.microsoft.com/AdminPortal/Home#/catalog), then search with the “SharePoint Syntex

We will get the “SharePoint (Plan 2) and SharePoint (Plan 1), or even separate “Add-Ons(Get even more value from the subscriptions you already have.) section where we could see the “SharePoint Syntex” and “SharePoint Syntex Trial” details we could go with any of them.

SharePoint Syntex add in from Microsoft 365 admin center
SharePoint Syntex add-in from Microsoft 365 admin center

Click on the “Details” link as shown in the picture either from SharePoint (Plan 2) or SharePoint (Plan 1).

On the next page, click on the “Add-ons(2)” tab.

And under the SharePoint Syntex Trial section click on the “Details” button link.

SharePoint Syntex Trial Add-in - SharePoint Plan 2
SharePoint Syntex Trial Add-in – SharePoint Plan 2

On the screen we could see the below message:

“This per-user offer enables customers to get access to Advanced AI and machine teaching to amplify human expertise, automate content processing, and transform content into knowledge; and Content centers, digital image processing, form processing, document understanding, advanced taxonomy services, content connectors.”

You are not eligible to acquire this product.”

You are not eligible to acquire this product in SharePoint Syntex
You are not eligible to acquire this product in SharePoint Syntex

If you get the above message then we can say SharePoint Syntex is not yet available or is not supported in your tenant -however, adding this “SharePoint Syntex” add-on process is the same as below:

As a first step, we need to buy a subscription (or start a 30-day trial).

Buy a subscription (or start a 30-day trial)

To buy a SharePoint Syntex subscription we need to go to the SharePoint Syntex link. Or we can directly add this SharePoint Syntex add-in directly from your existing tenant, from the Purchase -> Purchase from Microsoft -> Search with “SharePoint Syntex” as shown above. Then we can add this from the SharePoint Syntex Trial link.

Buy SharePoint Syntex Free Trial
Buy SharePoint Syntex Free Trial

Note – here for the ease of understanding, I have chosen the dedicated separate SharePoint Syntex subscription link rather than getting this service from the existing tenant purchase service link, considering the new trial tenant setup.

Now, from the “SharePoint Syntex” subscription page, either we can buy the product or start with the free trial version. Here – I recommend you to go with the 30 days free trial and explore it, then buy the subscription.

Here, I have chosen the “Free trial“. Once we click on the “Free trial” link button, we will land on the below page:

“Thank you for choosing SharePoint Syntex”

Thank you for choosing SharePoint Syntex - Let's set up your account
Thank you for choosing SharePoint Syntex – Let’s set up your account

In the “Let’s set up your account” section we can see the below message:

“You’re currently signed in with Global-SharePoint2020@globalsharepoint2020.onmicrosoft.com Not you?

This account already exists with another Microsoft service. Continue to get this trial for your organization.”

Note:

  • Here as I have already logged into my trial office 365 tenant using my account Global-SharePoint2020@globalsharepoint2020.onmicrosoft.com, so it took it automatically, otherwise, we need to complete the sign-in process.

The rest of the configuration is self-explanatory, we just need to follow the continue button.

How to activate SharePoint Syntex in Office 365 tenant?

Once we are completed with the above subscription process, we need to activate the feature in Microsoft 365. In order to do this, we need to go to the Microsoft 365 Admin Center (https://admin.microsoft.com/AdminPortal/), click on the “Setup” link from the left side navigation panel, and scroll down to Organizational Knowledge.

Basically, activation of SharePoint Syntex involves three steps process:

  • Automate content understanding
  • Configure Form Processing
  • Create a Content Center

Then we need to click on the “Automate content understanding

We will get a “welcome” screen here,

Automate content understanding

As per Microsoft “Automate content understanding” is:

“Automatically find, classify, and extract the info to automate processes and make files easier to find. Users can create AI models to extract metadata, such as the names of the people or organizations, from files. Other models can recognize different types of documents, images, and scanned forms in SharePoint libraries.”

Then click on the “Get started” link.

Configure Form Processing

Next, we need to configure Form Processing. Form processing models can read, extract, and process data from semi-structured documents, PDFs, scans, or other images.

As per Microsoft “Form Processing” is:

“Enable your end-users to train a form processing model and apply it to a document library. The model can read, extract, and process data from the semi-structured documents, PDFs, scans, or other images.”

Which SharePoint libraries should show the option to create a form processing model:

Here, we can select either “All SharePoint libraries”, “Only libraries in selected sites” or “No SharePoint libraries”.

Create a Content Center

As per Microsoft “Content Center” is:

“This SharePoint site is the default content center for your organization. Members of the site can build content understanding models for unstructured content, like letters and notices”

Meaning – the Content Center is a SharePoint site, members of this site can build content understanding models for unstructured content like letters(emails), notices, etc.

Creating a content center site is the same as creating another SharePoint Online site where we need to pass the Content Center Name as the site name and Content Center Address as the site URL (site internal name).

Once these steps are done, we can review and activate SharePoint Syntex.

The activation process takes a couple of minutes to complete, please do not close the window while it is processing.

Once it is done, we will get a successful activation message –  content understanding activated, you’ve completed the setup for content understanding.

Click on the “Done” button.

To verify the content center site creation open the site in the browser and make sure it opens.

Summary: What we had here?

Thus, in this article, we have learned the below with respect to SharePoint Syntex in Microsoft Project Cortex:

  • How to verify your office 365 tenant supports SharePoint Syntex?
  • How to buy a SharePoint Syntex trial subscription (or start a 30-day trial)?
  • How to activate SharePoint Syntex in Office 365 tenant?
  • What is automate content understanding in SharePoint Syntex?
  • How to configure automate content understanding in SharePoint Syntex?
  • What is Form Processing in SharePoint Syntex?
  • How to configure Form Processing in SharePoint Syntex?
  • What is the Content Center in SharePoint Syntex?
  • How to create a Content Center site in SharePoint Syntex?
  • How to activate SharePoint Syntex in Office 365 trial tenant?

See Also,

You may also like the below SharePoint Syntex article: