SharePoint Syntex was announced as the first feature of Project Cortex at Microsoft Ignite, a few weeks ago. It is generally available from October 1 – let’s see how to enable it for your organization.
Buy a subscription (or start a 30-day trial)
First, you need to start a trial or buy a subscription HERE. Log in with your organization account, and follow the instructions.
Once the subscription is purchased, you have to activate the feature in Microsoft 365. For this, go to the Microsoft 365 Admin Center, choose Setup and scroll down to Organizational Knowledge. Click on “Automate content understanding” here:
You’ll get a “welcome” screen here, click on “Get started“:
Configure Form Processing
The next step is basic configuration of Form Processing. Form processing models can read, extract and process data from semi-structured documents, PDFs, scans, etc.
Create a Content Center
The Content Center is a SharePoint site. Members of this site can build content understanding models for unstructured content like emails, notes, etc.
Once these steps are done, you can review and activate SharePoint Syntex. The activation process takes a few minutes, please do NOT close the window while it’s running.
Once done, you’ll get a message about the successful activation:
To verify that the activation of SharePoint Syntex Content Understanding was successful, go to the site you’ve defined above as the default content center. The site will look like this:
In the next parts of this series, I’m going through the available features and how they work in SharePoint Syntex.
To learn more, visit Microsoft’s Resource Center HERE.