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Introduction to Microsoft SharePoint Premium (formerly Syntex)



When to Utilize SharePoint Premium?

SharePoint Premium is a solution that should be implemented when a client requires the following:

  • Auto-classification of documents in their SharePoint Online Environment

  • Auto- Metadata extraction from documents

  • Content assembly

  • Classification and extraction across multiple SharePoint sites in the tenant. With SharePoint Premium document understanding, one model can be deployed to various sites.

  • Approval processes where Teams notifications can be sent after a successful file upload into SharePoint

  • Clients who require content processing locally within their own tenant for security and regulation compliance

Benefits

Clients with SharePoint Premium will experience the following benefits:

  • Reduced manual labor and avoid human error by automatically tagging, labeling and organizing content

  • Improve the searchability of files

  • No code models that can be implemented OOB

  • SharePoint Premium integrates with Purview to enforce security and compliance with automatically applied sensitivity and retention labels to classified files

  • Enhanced document collaboration with annotation, redaction, and PDF management

  • Ai classification can help drive workflows and business process automation

  • Improved auditing and understanding of document types stored in SharePoint Online

  • Premium taxonomy services (SKOS term sets, pushing content types to hub sites)

Overview

SharePoint Premium can be accessed from the Microsoft Content Center. When creating new models, you can map to an existing content type or create a new content type for the given model. You must have Global admin or SharePoint admin permissions to be able to access the Microsoft 365 admin center and set up SharePoint Premium . To create a document understanding model you need to:

  1. Add example files (5 of the same type and 1 negative example)

  2. Train the classifier

    1. Label the documents as positive or negative examples

    2. Train and provide explanations for what distinguishes your classification

    3. test your model against new documents

    4. SharePoint Premium will provide a model accuracy score you can use for adjustment

  3. After classifying the document, you can add extractors which are pieces of metadata SharePoint Premium can extract and store in columns

    1. Label the examples

    2. Provide explanations of how SharePoint Premium can find the metadata

    3. Test against new files

    4. SharePoint Premium will provide a model accuracy score you can use for adjustment


Finally, the model can be applied to any SharePoint document library.


 

Components

Content Center: A content center is a site template for creating, training, and managing Microsoft SharePoint Premium models. A Default site is created as part of SharePoint Premium setup and additional content centers can be created afterward. Models can be organized by groups (such as departments) and can be created locally in teams or communication sites.

Models

Models: Enable users to classify a file of a particular business type and extract specific entity information from it. There are several different model types in Microsoft SharePoint Premium including form processing, document understanding, and prebuilt models which include Invoice and receipt processing as of December 2022.

Enterprise Models: An enterprise model is created and trained in the content center and can be deployed to multiple sites and libraries across your tenant.

Local models: Microsoft SharePoint Premium provides an option to create and train models locally on your own SharePoint site. These models can be used ONLY on the site where they're created. To create a local model, go to a SharePoint document library, select the files you want to analyze, and then select the Classify and extract button.


Model Types: (for more details see here) Syntex has 3 model types:

  1. Unstructured document processing

  2. Freeform document processing (semi-structured)

  3. Structured document processing (Layout)

    1. Structured Document Processing = Layout and Freeform methods (Formerly form processing): For structured documents (forms, invoices, anything with a template/table). Applied locally to a library and leverage AI builder. Unlike models built in AI builder, these models will NOT automatically create power automate flows you can modify. These models rely on clicking and locations within the document to extract information. Layout - can extract multiple lines from a table Freeform - cannot extract multiple line items

    2. Unstructured document processing = Training method (Formerly Document Understanding: Unstructured documents (statements of work, emails, anything without unique spacing/tables). These models need training and explanations to help Syntex understand them.


 

Licensing

To use Microsoft SharePoint Premium , you must have a license for each SharePoint Premium user. Microsoft SharePoint Premium is available only to customers currently licensed for Microsoft 365 F1, F3, E3, A3, E5, A5, Office 365 F3, E1, A1, E3, A3, E5, A5, Microsoft 365 Business Basic, Business Standard, Business Premium, or SharePoint Online K, Plan 1, or Plan 2. (Source) These apps must be assigned to users:

  1. SharePoint Premium

  2. SharePoint Premium - SPO type

  3. Common Data Service for SharePoint Premium

Unstructured Document Processing: Require Ai builder credits. You need to allocate AI Builder credits to the custom environment before you can create document processing models. (Source) Structured Document Processing: For each SharePoint Premium license, you are allocated 3,500 AI Builder credits per license, per month pooled at the tenant level, with a maximum allocation of 1 million credits per month. The allocation renews each month and unused credits DO NOT carry over.(Source) Supported File Types Form Processing structured models support: JPG, PNG, or PDF format (text or scanned) are supported. Text-embedded PDFs are better because there will not be any errors in character extraction and location. (Source) Document Understanding unstructured models support: .csv, .doc, .docx, .eml, .heic, .heif, .htm, .html, .jpeg, .jpg, .md, .msg, .pdf, .png, .ppt, .pptx, .rtf, .tif, .tiff, .txt, .xls, and .xlsx. (Source)

SharePoint Premium Integrations with Power Automate

SharePoint Premium has multiple use cases, but most processes involve 1 of 2 core processes which are content AI or content assembly. Based on these universal processes Microsoft has deployed 1 Power Automate trigger and 1 action based around SharePoint Premium.

  1. The trigger = When a file is classified by a Microsoft SharePoint Premium model

  2. The action = Generate document using SharePoint Premium (for content assembly)


After adding the trigger you just need to specify the site and library.



Deleting a SharePoint Premium Model


  1. Remove the model from any applied libraries.

  2. Select "model settings" in the top left corner.

  3. Edit "sites where this model is applied" to " No sites" and then select the "save" button.

  4. From the Content Center Models page select the model and then select the delete button.

  5. If the model was power by AI builder ( freeform or layout) you'll also need to delete the model from AI builder.

For further reading please see here.

Resources and further reading





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