How to get prepared for SharePoint Syntex

April, 26. – 28. 2021
MICROSOFT 365 VIRTUAL MARATHON 2021
m365virtualmarathon.com #M365VM
How to get prepared for SharePoint Syntex?
Nicolas GEORGEAULT
@ngeorgeault
@mubrain_inc

MICROSOFT 365 VIRTUAL MARATHON 2021 SPONSORS

AGENDA
 Syntex
 How to use it?
 Extend it with AIBuilder
 Governance
 Q&A

 Nicolas Georgeault, Montréal, Canada,
 @ngeorgeault
 https://www.linkedin.com/in/nicolasgeorgeault/
 MCT, MVP Office Server and Applications
 Knowledge Management, Collective Intelligence
Consultant and trainer @MuBrain_inc
About me

April, 26. – 28. 2021
Syntex

Content services pain points

SharePoint Syntex

 30 days free trial
 Licenses to assign
Licenses
https://www.microsoft.com/en-us/microsoft-365/enterprise/sharepoint-syntex

 If you have 300+ SharePoint Syntex licenses => 1.000.000 AI Builder credits
 If you have 300- SharePoint Syntex licenses => 0 AI Builder credits
 Manage Power Platform environnements and AI Builder credits
AI Builder credits
AI Builder Calculator
https://admin.powerplatform.microsoft.com/resources/capacity

April, 26. – 28. 2021
How to use it?

 SharePoint site template
 Contains:
 the model creation interface
 Syntex models
 document libraries associated to models
 Languages available but models only in English
 Invite people that will be in charge of models
 Can be transformed in a Hub and joined to a Hub
Step 1 - Content center

 Document templates will evoluate
 Use directories to organize training files
 Manage files per template version or year
 Sync the library with manager desktop
Step 2 – Store and Organize training files

Step 3 – Create Syntex model
 Content type created in the content center

 At least 5 positive macth
AND 1 negative match
Step 3 – Identify and Classify document - Label

 Add Explnations to validate
the document identification
Step 3 – Identify and Classify document - Train

 Switch the the document view
 New added documents will be
automatically analyzed
Step 4 – Apply models to document libraries

Model settings edition

 Machine teaching
 Tag small samples
Step 5 – Recognize and Extract content

April, 26. – 28. 2021
Extend it with AIBuilder

 Directly from the SharePoint
document library
 Only 1 model per library
 Training files will be uploaded
in Abuilder
 The right Power Platform needs
to be selected
Step 1 – Extract form details

 Train and publish the model
from AI Builder
 The model can be used elsewhere
Step 2 – Build the Form processing model

 Click on Use model to create a Cloud
Flow associated to the SharePoint List
 Every new document uploaded will be
analysed
Step 3 – Automate the document analysis

April, 26. – 28. 2021
Governance

 Deploy and manage SharePoint Syntex:
 SharePoint Admin rôle
 Manage Syntex Model:
 Assign Syntex licenses and invite users as members of the Content Center
 Manage AIBuilder Model:
 Share the Model with users
Roles

 Content types created in
Content Center collection
 Create the content type
first in Gallery to use it
globally
Content types

 Created in Content Center
collection
 Create the content type
first in Gallery
 Add Managed Metadata
as site column to use it
Content types

 Make this simple for end users
 Ensure Labels are created before
Retention label

More about Syntex
https://docs.microsoft.com/en-us/microsoft-365/contentunderstanding

SPEAKER AND EVENT FEEDBACK
http://bit.ly/M365VM21Feedback

April, 26. – 28. 2021
Q&A

How to get prepared for SharePoint Syntex

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