JACOB SANFORD leads a team at Slalom that creates Cognitive Services AI solutions for clients. He has almost 25 years’ experience in IT and AI. WOODROW WINDISCHMAN is a consultant at Slalom and helps clients around the world design and deploy information management solutions. DUSTIN WILLARD is a Microsoft MVP and a Global Modern Work Leader at Slalom. He has over 15 years’ experience in the SharePoint and M365 space architecting enterprise solutions. RYAN DENNIS is a consultant at Slalom with deep expertise in intranets, information management, platform architecture, search, and user experience.

• Foreword—SharePoint Premium xxiIntroduction xxvChapter 1 Artificial Intelligence 1What AI Is—And What It Is Not 1Forms of AI 2Machine Learning 2Machine Teaching 7Reinforcement Learning 9Computer Vision 10Natural Language Processing 13Deep Learning 16Robotics 20Intelligence in Search of Wisdom 21Responsible AI 22In Conclusion 26Chapter 2 Information Management 27What’s in This Chapter 27Introducing Information Management 28Who Actually Manages Information? 28Level 0: Default 29Level 1: Targeted Initiatives 29Level 2: Organizational Transformation 29Level 3: Established Program 29Information Management Vocabulary: More Than “Just” Content 30Content Life Cycle 31Conception 32Creation 32Publication 32Consumption 33Review and Revision 33Retention and Disposition 33Metadata: Concentrating Knowledge 34Intrinsic Metadata 35Assigned Metadata 35Setting Reasonable Defaults 36Information Management in Microsoft 365 36Content Management with Microsoft Purview 37Information Protection Labels 38Data Life Cycle and Records Management 39Managing Information in SharePoint 40SharePoint under the Covers 41Information Architecture in SharePoint 42Metadata and Content Types 46Chapter 3 Azure Cognitive Services Landscape 55What’s in This Chapter 55What Are Azure Cognitive Services? 56Why Is an Understanding of Cognitive Services Related to an Understanding of Microsoft SharePoint Premium? 58What Are the Different Services under the Umbrella of Azure Cognitive Services? 60Speech Service 60An Example Application Using Speech Services 63To Learn More about Speech Services 65Language Service 66Speech Translation Service vs. Language Translator Service 67What about LUIS? Or QnA Maker? 67Putting It All Together 69Language Studio 70To Learn More about Language Services 71Vision Services 72Face Detection vs. Face API 74One Final Note about Face API 76To Learn More about Vision Services 77Decision Services 78Putting It All Together 80A Word of Warning 81To Learn More about Decision Services 85Azure OpenAI Service 86To Learn More about Azure OpenAI Services 92Feature Availability 92In Conclusion 93Chapter 4 Structured Content Processing 95What’s in This Chapter 95What Is Structured Content Processing? 96Creating Structured Content Processing Models in a Microsoft SharePoint Premium content center 100Create a Model Using One of the Predefined Model Types 101Create a Model Using the Structured Model Type (Layout Method) 124Conclusion 164Chapter 5 Unstructured Content Processing 165What’s in This Chapter 165What Is Unstructured Content Processing? 166Doesn’t SharePoint Search Find the Metadata? If So, Why Do We Need SharePoint Premium? 168Creating Unstructured Content Processing Models in a Content Center 169Import the Sample Library and Model 170Understanding Extractors 178Create a Custom Unstructured Content Processing Model 209Conclusion 253Chapter 6 Image Processing 255What Is in This Chapter 255What Is an Image? 255Entering the Matrix 256Image Processing and Information Management 257Image Tagging 258Optical Character Recognition 259OCR in SharePoint Libraries 260OCR in Microsoft Purview 260Scoping OCR Features 260Configuring OCR in Microsoft Purview 261Configuring OCR and Image Tagging in SharePoint Sites 264Chapter 7 Content Assembly 267What’s in This Chapter 267Getting Started 268Document Templates 269Creating a Modern Template 271Example: Creating a Nondisclosure Agreement Template 274Step 1: Choose your document template. 274Step 2: Create a modern template from the NDA template. 274Step 3: Configure the modern template. 275Step 4: Test your modern template. 276Step 5: Start creating documents from the modern template. 277Example: Creating a Statement of Work Template 278Step 1: Choose your document template. 278Step 2: Create a modern template from the SOW template. 280Step 3: Configure the modern template. 280Step 4: Test your modern template. 281Step 5: Start creating records from the modern template. 281Example: Creating an Invoice Template 282Step 1: Choose your document template. 282Step 2: Create a modern template from the SOW template. 283Step 3: Configure the modern template. 284Data Sources 284Step 4: Test your modern template. 286Step 5: Start creating records from the modern template. 286Chapter 8 Microsoft Search with SharePoint Premium 289What’s in This Chapter 290Getting Started 290What Is Microsoft Search? 291Optimizing for Search 291Administrative Considerations 291Knowledge Management Considerations 292User Experience Considerations 292Customizing the Search Experience 293Tailoring Search for Easy Findability 293Acronyms 293Bookmarks 296Locations 298Q&A 299SharePoint Premium Content Query 302Using SharePoint Content Query 303Using Content Query 304Searching for Custom Metadata Values 305Bringing It All together 307Chapter 9 SharePoint Premium Administration Features 309What’s in This Chapter 309Information Management at Scale 309Enabling SharePoint Advanced Management 310Using SharePoint Advanced Management 311Data Access Governance Reports 313Default Sensitivity Labels 316Site Lifecycle Management 317Archive and Backup 321Defining Archive and Backup 321Why Are Archives and Backups Confused? 321Microsoft 365 Archive 322Why Archive? 323How Archive Storage Relates to Active Storage 323Using Microsoft 365 Archive 324Microsoft 365 Backup 327Why Backup? 327Chapter 10 Microsoft 365 Assessment Tool 329Why Use the Microsoft Syntex Assessment Tool? 330Setting Up the Microsoft Syntex Assessment Tool 330Running the Microsoft Syntex Assessment Tool and Generating Reports 331Reports Generated by the Microsoft Syntex Assessment Tool 332Libraries with Custom Columns 333Column Usage 334Libraries with Custom Content Types 335Content Type Usage 335Libraries with Retention Labels 336Library Size 337File Types 337Library Modernization Status 338Prebuilt Model Candidates 339Syntex Model Usage 339Assessment Overview 340CSVs Generated by the Microsoft Syntex Assessment Tool 340syntexlists.csv 340syntexfields.csv 342syntexcontenttypes.csv 342syntexcontentfields.csv 343syntexcontenttypeoverview.csv 343syntexmodelusage.csv 344sitecollections.csv 345webs.csv 345scans.csv 346properties.csv 347history.csv 347Conclusion 347Chapter 11 Extending Microsoft SharePoint Premium with Power Automate 349What’s in This Chapter 349Using Microsoft Syntex Triggers with Power Automate 350Using Microsoft Syntex Actions with Power Automate 351Getting Started 352Example: Send an Email after Microsoft Syntex Processes a File 353Step 1: Sign into Flow Connectors 354Step 2: Configure Your Flow Template 355Step 3: Test Your Flow Template 356Example: Use Power Automate to Generate a Document Using Microsoft Syntex 358Step 1: Establish Your Lists and Libraries 358Step 2: Create Your Flow Template 359Step 3: Configure Your Flow Template 360Add a Condition Action 360Add a “Generate Document Using Microsoft Syntex” Action 360Add Another “Condition” Action 361Add an “Update item” Action 362Add a “Send an Email (V2)” Action 363Step 4: Test Your Flow Template 363Appendix A Preparing to Learn Microsoft SharePoint Premium 365Creating a Sandbox Tenant 365Creating the Microsoft 365 E5 Tenant 366Create a Base Trial Subscription 366Add a Microsoft 365 E5 Subscription 371Adding an Azure Subscription 374Configuring a Syntex Content Center 379Appendix B The Next Big Thing(s) 381What’s in this Appendix 381Autofill Columns 382Content Governance 382Copilot 382Plug-Ins for Copilot 383Document Experiences 383Agreements in Teams 383Document Library Templates 383eSignature 384Translation 384Workflow Migration 385Conclusion 385Index 387