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Set up and manage optical character recognition in Microsoft Syntex

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The optical character recognition (OCR) service for Microsoft Syntex is set up in the Microsoft 365 admin center.

Prerequisites

Licensing

Before you can use the OCR service in Syntex, you must first link an Azure subscription in Syntex pay-as-you-go. OCR in Syntex is billed based on the type and number of transactions.

Permissions

You must have Global admin or SharePoint admin permissions to be able to access the Microsoft 365 admin center and set up the OCR service in Syntex.

Set up optical character recognition

After an Azure subscription is linked to Microsoft Syntex, OCR will be automatically set up and enabled for all SharePoint sites for Syntex.

Set up data loss prevention policies using OCR

The compliance admin for your organization can also configure the OCR settings for your tenant for data loss prevention policies in the Microsoft Purview compliance portal.

The compliance admin can specify which SharePoint sites to include for data loss prevention. If there are different sites specified for Syntex and data loss prevention, the maximum number of sites will be enabled for OCR. You won't be charged twice for processing.

For more information, see Learn about optical character recognition in Microsoft Purview.

Manage sites enabled for Syntex

Follow these steps to manage which SharePoint sites have OCR enabled for Syntex in the Microsoft 365 admin center.

  1. In the Microsoft 365 admin center, select Setup, and then select Use content AI with Microsoft Syntex.

  2. On the Use content AI with Microsoft Syntex page, select Manage Microsoft Syntex.

  3. On the Manage Microsoft Syntex page, select Optical character recognition.

  4. On the Optical character recognition page:

    a. Choose which site or sites this service should be enabled for.

    b. To restrict user access to this service, select No sites or Selected sites and follow the instructions to either select the sites or upload a CSV listing a maximum of 100 sites. Be sure to add your content center site if you want it to be included. You can then manage site access permissions for the sites you selected.

    c. Select Save.