設定 SharePoint SyntexSet up SharePoint Syntex

系統管理員可以使用 Microsoft 365 系統管理中心來設定 Microsoft SharePoint SyntexAdmins can use the Microsoft 365 admin center to set up Microsoft SharePoint Syntex.

開始之前,請先考慮下列事項:Consider the following before you start:

  • 其中哪些 SharePoint 網站您將會啟用表單處理?In which SharePoint sites will you enable form processing? 所有網站、部分或選取的網站嗎?All of them, some, or select sites?
  • 您的預設內容中心名稱為何?What will you name your default content center?

您可以在 Microsoft 365 系統管理中心初次設定之後變更您的設定。You can change your settings after initial setup in the Microsoft 365 admin center.

設定之前,請務必規劃一個最佳方式,以在您的環境中設定和設定內容瞭解。例如,您必須進行下列決策:Prior to setup, make sure to plan for the best way to set up and configure content understanding in your environment. For example, you need to make the following decisions:

  • 您想要啟用表單處理的 SharePoint 網站 - 所有網站、部分或選取的網站The SharePoint sites in which you want to enable form processing - all of them, some, or selected sites
  • 內容中心的名稱和系統管理員The name and admins for your content center

需求Requirements

注意

您必須具備全域系統管理員或 SharePoint 系統管理員權限才能存取 Microsoft 365 系統管理中心,並設定 SharePoint Syntex。You must have Global admin or SharePoint admin permissions to be able to access the Microsoft 365 admin center and set up SharePoint Syntex.

如果您是系統管理員,您也可以在設定之後隨時變更所選的設定,以及在 Microsoft 365 系統管理中心中的所有內容瞭解管理設定。As an admin, you can also make changes to your selected settings anytime after setup, and throughout the content understanding management settings in the Microsoft 365 Admin Center.

如果您計畫使用自訂的 Power Platform 環境,必須在此環境中 安裝 Project Cortex 的 AI Builder 應用程式,並在建立表單處理模型之前先配置 AI Builder 點數If you plan to use a custom Power Platform environment, you must install the AI Builder for Project Cortex app in this environment and allocate AI Builder credits to it before you can create form processing models.

授權Licensing

若要使用 SharePoint Syntex,您的組織必須有 SharePoint Syntex 的訂閱,且每個使用者都必須獲指派下列授權:To use SharePoint Syntex, your organization must have a subscription to SharePoint Syntex, and each user must have the following licenses assigned:

  • SharePoint SyntexSharePoint Syntex
  • SharePoint Syntex - SPO 類型SharePoint Syntex - SPO type
  • Common Data Service for SharePoint SyntexCommon Data Service for SharePoint Syntex

如果您在日後 (或您的試用版到期) 取消 SharePoint Syntex 訂閱,使用者將不再可建立或執行文件瞭解模型或表單處理模型,且內容中心範本將不再可用。If you cancel your SharePoint Syntex subscription at a future date (or your trial expires), users will no longer be able to create or run document understanding or form processing models, and the content center template will no longer be available. 此外,字詞庫報告、SKOS 分類法匯入和內容類型推送將不再可用。Additionally, term store reports, SKOS taxonomy import, and Content type push will no longer be available. 不會刪除任何內容,且不會變更網站權限。No content will be deleted and site permissions will not be changed.

AI Builder 點數AI Builder credits

如果貴組織中的 SharePoint Syntex 有 300 個或更多 SharePoint Syntex 授權,您將會獲一百萬的 AI Builder 點數。If you have 300 or more SharePoint Syntex licenses for SharePoint Syntex in your organization, you will be allocated one million AI Builder credits. 如果您的授權少於 300 個,您必須購買 AI Builder 點數,才能使用表單處理。If you have fewer than 300 licenses, you must purchase AI Builder credits in order to use forms processing.

您可以使用 AI Builder 計算機,來估計最適合您的 AI Builder 容量。You can estimate the AI Builder capacity that’s right for you with the AI Builder calculator.

如果您計劃使用自訂的 Power Platform 環境,您必須 配置該環境的點數If you plan to use a custom Power Platform environment, you must allocate credits to that environment.

請移至 Power Platform 系統管理中心查看您的點數和使用狀況。Go to the Power Platform admin center to check your credits and usage.

若要設定 SharePoint SyntexTo set up SharePoint Syntex

  1. 在 [Microsoft 365 系統管理中心] 中,選取 [設定],然後查看 [檔案和內容] 區段。In the Microsoft 365 admin center, select Setup, and then view the Files and content section.

  2. [檔案和內容] 區段中,選取 [自動化內容瞭解]In the Files and content section, select Automate content understanding. 請注意,您目前可用的 AI Builder 點數會顯示在 [概覽] 區段。Note that your current AI Builder credit availability is shown in the At a glance section.

  3. [自動化內容瞭解] 頁面上,按一下 [開始使用] 逐步執行設定流程。On the Automate content understanding page, click Get started to walk through the setup process.

    開始設定Begin setup

  4. [設定表單處理] 頁面上,您可以選擇是否要讓使用者能夠在特定 SharePoint 文件庫中建立表單處理模型。On the Configure Form Processing page, you can choose if you want to let users be able to create form processing models in specific SharePoint document libraries. 您可以在 [文件庫] 功能區中使用功能表選項,在啟用此功能的 SharePoint 文件庫中 [建立表單處理模型]A menu option will be available in the document library ribbon to Create a form processing model in SharePoint document libraries in which it is enabled.

    針對 哪個 SharePoint 文件庫應顯示建立表單處理模型的選項,您可以選取:For Which SharePoint libraries should show option to create a form processing model, you can select:

    • 所有 SharePoint 文件庫,讓貴組織中的所有 SharePoint 文件庫皆可使用。Libraries in all SharePoint sites to make it available to all SharePoint libraries in your organization.
    • 僅限選取 SharePoint 網站中的文件庫,然後選取您要讓其可供使用的網站,或上傳最多 50 個網站的清單。Libraries in selected SharePoint sites, and then select the sites in which you want to make it available or upload a list of up to 50 sites.
    • 不使用 SharePoint 文件庫,如果您不想讓任何網站都能使用 SharePoint 文件庫 (您可以在設定後變更)。No SharePoint libraries if you don't want to make it available to any sites (you can change this after setup).

    設定表單處理網站選項Configure form processing site options

    注意

    當網站被包含之後移除網站,並不會影響該網站中文件庫套用的現有模型,或將文件理解模型套用至文件庫的功能。Removing a site after it has been included does not affect existing models applied to the libraries in that site or the ability to apply document understanding models to a library.

    若您已經設定多個 Power Platform 環境,您可以選擇您想要與表單處理一起使用的環境。If you have multiple Power Platform environments configured, you can choose which one you want to use with for form processing. (如果您只有一個環境,則不會出現此選項)。(This option will not appear if you only have one environment.)

    設定表單處理 Power Platform 選項

    針對 Power Platform 環境,您可以選取:For Power Platform environment, you can select:

    • 使用預設環境 以使用您的預設 Power Platform 環境。Use the default environment to use your default Power Platform environment.
    • 使用自訂環境 以使用自訂的環境。Use a custom environment to use a custom environment. 從清單中選擇您要使用的環境。Choose the environment that you want to use from the list. (請參閱自訂環境需求)。(See the requirements for a custom environment).

    按 [下一步 ]Click Next.

  5. [建立內容中心] 頁面上,您可以建立 SharePoint 內容中心網站,讓使用者建立及管理文件理解模型。On the Create Content Center page, you can create a SharePoint content center site on which your users can create and manage document understanding models.

    1. [網站名稱] 中,輸入您要給予內容中心網站的名稱。For Site name, type the name you want to give your content center site.

    2. [網站位址] 會根據您為網站名稱所選取的內容,顯示網站的 URL。The Site address will show the URL for your site, based on what you selected for the site name. 如果您想要變更,請按一下 [編輯]If you want to change it, click Edit.

      建立內容中心Create content center

      選取 [下一步]Select Next.

  6. [檢閱並完成] 頁面上,您可以查看您選取的設定,並選擇進行變更。On the Review and finish page, you can look at your selected setting and choose to make changes. 如果您對您的選擇感到滿意,請選取 [啟用]If you are satisfied with your selections, select Activate.

  7. 在 [確認] 頁面上,按一下 [完成]On the confirmation page, click Done.

  8. 您將會回到 [自動化內容瞭解] 頁面。You'll be returned to your Automate content understanding page. 在此頁面上,您可以選取 [管理],以對設定進行任何變更。From this page, you can select Manage to make any changes to your configuration settings.

指派授權Assign licenses

一旦您設定 SharePoint Syntex 之後,您必須為將使用任何 SharePoint Syntex 功能的使用者指派授權。Once you have configured SharePoint Syntex, you must assign licenses for the users who will be using any SharePoint Syntex features.

若要指派授權:To assign licenses:

  1. 在 Microsoft 365 系統管理中心中,在 [使用者] 底下,按一下 [作用中使用者]In the Microsoft 365 admin center, under Users, click Active users.

  2. 選取您要授權的使用者,然後選擇 [管理產品授權]Select the users that you want to license, and choose Manage product licenses.

  3. 從下拉式功能表中選擇 [應用程式]Choose Apps from the drop-down menu.

  4. 選取 [顯示 SharePoint Syntex 的應用程式]Select Show apps for SharePoint Syntex. [應用程式] 下,確定選取 [Common Data Service for SharePoint Syntex][SharePoint Syntex][SharePoint Syntex - SPO 類型]Under Apps, make sure Common Data Service for SharePoint Syntex, SharePoint Syntex, and SharePoint Syntex - SPO type are all selected.

    Microsoft 365 系統管理中心中的 SharePoint Syntex 授權SharePoint Syntex licenses in the Microsoft 365 admin center

  5. 按一下 [儲存變更]Click Save changes.

另請參閱See also

表單處理模型概觀Overview of the form processing model

逐步執行:如何建立文件理解模型 (影片)Step-by-Step: How to Build a Document Understanding Model (video)

在 Power Platform 系統管理中心建立和管理環境Create and manage environments in the Power Platform admin center