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, you must first link an Azure subscription in Syntex pay-as-you-go. Unstructured document processing 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 is 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 limit on which sites users can 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, in the Document & image services section, select *Unstructured document processing.

  5. On the Unstructured document processing panel:

    a. On the Sites tab, in the Sites where models can be used section, select Edit.

    b. On the Sites where models can be used panel, select All sites or Selected sites (up to 100). For selected sites, 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

    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.

    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.

  6. Select Save.

Turn off unstructured document processing

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

Follow these steps to turn off unstructured document processing.

  1. On the Unstructured document processing panel, on the Settings tab, clear the Let people create and apply models to process files check box.

  2. Select Save.

    Note

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